Press Release  Tuesday, May 03, 2016

Financial Planning Standards Board Names Pamela Packard 2016 FPSB Board Chairperson-Elect

Packard_PRDENVER, CO – 03 May 2016 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, named Pamela J. Packard, CPA, president and CEO of Strategic Enterprises, LLC, as Chairperson-elect of its Board of Directors. Ms. Packard was appointed at the semi-annual FPSB Global Member Meeting in Toronto, Canada, last month.

“Pamela has played a significant role on the FPSB Board of Directors since her appointment in 2012, and I’m delighted that the Board has chosen her to join me in leading FPSB,” said Sanjay Sachdev, CFP, FPSB Board Chairperson. “During her time on the FPSB Board, Pamela has participated on various committees and chaired both the Audit and Governance Committees. Her in-depth knowledge of the organization and her focus on strategy and ability to assess the impacts of our global business environment will serve FPSB very well as we engage in our strategy refresh this year.”

“I am honored to serve on the FPSB Board, and accept the Board’s confidence in me with gratitude and determination to serve FPSB and our many stakeholders as we grow and promote the financial planning profession for the benefit of the global community,” said Packard. “I am particularly interested in ensuring that the FPSB network embraces the viewpoints and experiences of the global financial planning community, and related professions, so that the FPSB Board can lead with an understanding of the impacts that technological advances and global market shifts are having on the delivery of financial planning advice.”

At Strategic Enterprises, LLC, Packard provides strategic advisory services to senior executives and businesses, primarily in the professional and financial services sectors. Prior to her current position, Packard spent nearly 25 years at BDO Seidman, LLP (now BDO USA, LLP), where she served in various positions, including vice chairman, board member, and national tax business line leader. Throughout her career, Packard has held numerous positions on both corporate and nonprofit boards, and now serves as a director and chairperson of the audit committee of Brown Jordan International, Inc. Packard also serves as president of National Association of Corporate Directors (NACD) New York Chapter and is recognized as an NACD governance fellow.

Packard is one of nine members of the FPSB Board from territories including: Australia, Brazil, the People’s Republic of China, India, South Africa, the United Kingdom and the United States. More information about the FPSB Board of Directors can be found at www.fpsb.org/about/boardofdirectors.html.

About FPSB

FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo mark – which it owns outside the United States. FPSB has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2015, there were 161,821 CFP professionals worldwide. For more, visit fpsb.org.

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