Speaker's Bureau

News & Events

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Speaker's Bureau

CFP Board’s leadership and representatives are available for speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® certification.

  • Susan John, CFP®, Chair of CFP Board’s Board of Directors
  • Kevin R. Keller, CAE, CFP Board’s CEO
  • Maureen Thompson, CFP Board’s Vice President of Public Policy
  • Leo G. Rydzewski, CFP Board’s General Counsel
  • Joe Maugeri, CFP®, CFP Board’s Managing Director of Corporate Relations
  • John Loper, CFP®, CFP Board’s Managing Director of Professional Practice
  • Elizabeth M. Stewart, CFP Board’s Chief Operating Officer
  • Marilyn Mohrman-Gillis, CFP Board Center for Financial Planning Executive Director

Speaker & Interview Requests

To arrange for a speaking engagement or interview with CFP Board representatives, or to request information about CFP Board and the CFP® certification, contact Dan Drummond, Director of Communications, at 202-379-2252 or ddrummond@cfpboard.org.

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Upcoming Events

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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