Marv Tuttle, CEO and executive director of the Financial Planning Association (FPA) announced in May that he would retire in 2014. For family reasons, that date has been stepped up to October of this year. Lauren Schadle, COO and associate executive director, will take over on October 3.
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Schadle has been with the organization for 13 years and has the staff support and experience to lead the organization. When Tuttle first announced his pending retirement, the FPA said it would create a search committee that would begin its work after the board’s annual retreat in August.
Schadle joined the precursor organization to the FPA, the ICFP, in 1996 and was a member of that organization when it merged with the IAFP in 2000 to form the FPA. She promises to hone the organization’s focus to become the resource and advocate for planning professionals.
She also promised to rally behind the CFP® certification. She said she would support increasing the organization’s membership but wants to focus on bringing in new members who are aligned with the organization’s objectives
rather than bring members in simply to boost numbers.
She also wants to support local chapters and help them become stronger. A focus of both the national organization and local chapters will be to provide practice management education for members to satisfy their CE credit requirements in keeping with the new rules recently issued by the CFP® Board.
A statement issued by the board emphasized the continuity that Schadle will bring to the organization and the respect and admiration of her peers.