The CFP Board announced the promotion of two staff members, including one who will head the organization’s government relations efforts.
Erin Koeppel was named managing director of government relations and public policy, while Jason Gudenius was named managing director of workforce, overseeing the board’s talent pipeline efforts and its future financial planner and student engagement initiatives, the board said in a press release today.
“Erin’s extensive understanding of the intricate policy and regulatory landscape, as well as Jason’s innovative thinking on workforce development and certification growth, make them ideal for these roles,” CFP Board CEO Kevin R. Keller said in a prepared statement. “Their strategic leadership will advance our mission, amplifying our impact in policy and workforce development for the benefit of the entire financial planning profession.”
Koeppel joined the CFP Board in 2018 and has served as the organization’s deputy general counsel for adjudication.
“As the lead counsel to the Disciplinary and Ethics Commission (DEC), she oversaw critical projects such as implementing CFP Board’s new procedural rules, designed to make the adjudication process more efficient, and managing the adjudication of increased enforcement actions,” the board said.
She was previously a partner at global law firm K&L Gates LLP in Washington, D.C., where she represented financial services firms and individuals in regulatory and enforcement matters, the board said. Koeppel earned a J.D. degree from Cornell Law School and a bachelor’s degree in political science and sociology from Ohio Wesleyan University.
Gudenius has served as the CFP Board’s director of marketing for six years, the board said.
“In his former role, he led the marketing team in developing and executing extensive marketing and engagement programs supporting tens of thousands of candidates for CFP certification, annual certification renewals, and products and events,” the board said. “These successful programs focused on increasing access to, and the diversity of, competent and ethical financial planners and supporting current CFP professionals. During Gudenius’s tenure, the number of CFP professionals grew by almost 24%, nearing 100,000 CFP professionals.”
Gudenius was previously managing director for account services at Marketing General Inc., where he oversaw client strategy, new business development and account team training and program execution, the board said. He earned a bachelor’s degree in marketing from the University of Maryland and a certified direct marketer certification from Virginia Commonwealth University.
Maureen Thompson, the former CFP Board vice president of public policy, will remain a consultant for the board until Koeppel transitions into her new role, following the board’s identification of a candidate to lead adjudication, the board said.
