November 30, 2022 – CHARLOTTE, NC: The shareholders of the Center for Board Certified Fiduciaries™ (CBCF™) are pleased to announce the election of new directors and officers:

– Scott Reed, BCF™, AIFA®, CIMA®, Tupelo, MS, Chairman of the Board

– Don Trone, BCF™, Charlotte, NC, Chief Executive Officer

– Al Otto, BCF™, AIFA®, Marietta, GA, Vice-Chairman

– Keith Loveland, JD, BCF™, Minneapolis, MN, General Counsel

– Mario Giganti, BCF™, AIFA, CPA, CFP, Uniontown, OH, Treasurer

– Mary Katherine Campion, Ph.D., CFA®, AIFA®, Houston, TX, Secretary

– Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®, Tampa, Fl, Director

– Kathleen McBride, BCF™, AIFA®, CEFEX Analyst, Rumson NJ, Director

– Allan Henriques, JD, AIFA®, CEFEX Analyst, San Jose, CA, Director

In addition, CBCF has published its training schedule for the first quarter of 2023:

Jan 5 – Mar 23: Fiduciary Board Certification in Qualified DC Plans (virtual training).

Jan 23 – 26, 2023: Wake Forest University Certificate in Applied Fiduciary Practices for tax-exempt pension plans (classroom training – Charlotte, NC).

Feb 20 – 23, 2023: Fiduciary Board Certification for InsuranceMetrics™ (classroom training – Charlotte, NC)

Lastly, CBCF has moved its corporate office to Charlotte, NC to deepen its relationship with Wake Forest University, and to provide the 17 million professional and lay fiduciaries™ in the U.S. with a better understanding of fiduciary best practices and the leadership and stewardship behaviors that amplify and improve those practices.

About the BCF™ Mark: The Board Certified Fiduciary™ (BCF™) is a professional mark awarded by the Center for Board Certified Fiduciaries™, (CBCF™) that recognizes the knowledge, skills, work experience and special expertise of an exemplary fiduciary leader.

About the Center: The Center for Board Certified Fiduciaries™ (CBCF™) is a Public Benefit Corporation (PBC) founded and funded by fiduciary advocates that is affiliated with Wake Forest University School of Professional Studies. CBCF awards the Wake Forest Certificate in Fiduciary Leadership and the Certificate in Applied Fiduciary Practices. Learn more at www.c-bcf.com.

Contact: Don Trone, CEO don.trone@c-bcf.com 860.333.3401