As I chaired my final Executive Committee meeting in Gatlinburg, TN, I had the opportunity to reflect on the incredible strides we’ve made together — and how CFMA continues to forge a bigger and better path for our members and the industry. Our March 20-21 meeting was no exception, filled with meaningful dialogue, important decisions, and a forward-looking energy that reinforces just how far we've come and how much opportunity lies ahead.

We approved CFMA's 2025-26 operating budget, along with proposed updates to our Membership Dues Policy and Bylaws. We discussed committee alignment with achievement of CFMA’s strategic plan and approved all committee charters. The Committee also voted to continue the DEI+ Committee with a majority in favor of renaming it — ensuring that this work continues to be inclusive, relevant, and representative of CFMA’s culture.

Throughout the meeting, we stayed focused on how CFMA can continue to grow and lead. We discussed ways to increase awareness of the CCIFP designation, expand participation in and improvements to the Financial Benchmarker, and better determine the ROI and benefits of our diverse educational offerings. We also approved Certification Board appointments and affirmed a plan to move the Giving Back Task Force under the Chapter Resource Committee — supporting a more connected and mission-aligned member experience.