CFP Board Announces Two Key Leadership Promotions for Government Relations & Public Policy and Financial Planning Workforce Initiatives
Erin Koeppel, J.D., has been promoted to Managing Director of Government Relations & Public Policy, and Jason Gudenius, CDM, has been promoted to Managing Director of Workforce, overseeing Talent Pipeline, Future Financial Planner and Student Engagement initiatives.
- Erin Koeppel, J.D., has been promoted to Managing Director of Government Relations & Public Policy, and Jason Gudenius, CDM, has been promoted to Managing Director of Workforce, overseeing Talent Pipeline, Future Financial Planner and Student Engagement initiatives.
- "Their strategic leadership will advance our mission, amplifying our impact in policy and workforce development for the benefit of the entire financial planning profession."
- Since joining CFP Board in 2018, Koeppel has demonstrated her expertise as Deputy General Counsel – Adjudication and played a leadership role in several critical projects.
- Maureen Thompson, former CFP Board Vice President of Public Policy, will remain a consultant for CFP Board, supporting public policy initiatives until Koeppel fully transitions into her new role following the identification of a candidate to lead adjudication.