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FPSB Board of Directors

FPSB’s Board of Directors consists of up to 12 voting directors representing several territories and FPSB’s Chief Executive Officer, a nonvoting director. The Board of Directors meets physically twice a year and several times telephonically to manage and direct the affairs of FPSB, in accordance with the board job description and the laws and regulations for nonprofit corporations registered in the state of Delaware, USA. FPSB’s Board of Directors has several standing committees and forms tasks forces and working groups as needed.

Serving three- or four-year terms, FPSB's Board of Directors:

  • develops governing policies on behalf of the membership that address the broadest levels of all organizational decisions and situations;

  • identifies membership needs and develops/revises policies to address those needs;

  • advocates on behalf of the membership;

  • oversees organizational performance; and

  • seeks ratification from FPSB Affiliates on appropriate matters.


FPSB's 2012 Board of Directors began its term on 1 April 2012. (Click here for Board biographies.)

2012 FPSB Board Members:

  • Karen Schaeffer, CFP, FPSB Board Chairperson
  • Steve Helmich, FPSB Council Chairperson
  • Noel Maye, FPSB CEO
  • Tom Cross Brown
  • Peeyush Gupta
  • Robert Hotchkiss
  • Barry Horner, CFP
  • Timothy Kochis, CFP
  • Ian Johnston
  • Luiz Maia
  • Pamela Packard




 
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Financial Planning Standards Board Ltd. owns the marks above outside the U.S. and permits qualified individuals to use these marks to indicate that they have met FPSB's initial and ongoing certification requirements.

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