CFP Board Names Maureen Thompson VP of Public Policy

The Certified Financial Planner Board of Standards has named Maureen Thompson vice president of public policy, assuming the duties formerly held by CFP Board veteran Marilyn Mohrman-Gillis, who stepped down as managing director, public policy and communications in January of this year to take on the newly created position as executive director of the Board’s Center for Financial Planning, founded in 2015.

Thompson, a veteran Washingon lobbyist, will report to CFP Board CEO Kevin Keller in her new role, which she assumes Jan. 2, and will become part of the Board’s Executive Leadership Team.

In a statement, Keller said Thompson “knows how to build coalitions and passionately advocate for policies that are in the public interest.” The VP of public policy’s mission, the statement read, will be to advocate the Board’s positions “before Congress, the executive branch of the federal government, state legislatures and other state governmental offices.” 

Most recently Thompson founded and served as senior principal at The Hastings Group, where she exercised her government relations and coalition-building skills on topics like the Dodd-Frank Act and bankruptcy reform and helped lead the Save Our Retirement coalition that lobbied for the Department of Labor’s fiduciary rule. Previously, she was a legislative and policy advisor to the North American Securities Administrators Association.