"Guide to CFP Board's Technology Standard" Webinar

This webinar will provide a comprehensive breakdown of the recently released Guide to CFP Board's Technology Standard, including a deep dive into the accompanying Sample Questionnaires & Technology Evaluation Checklist. Join a panel of CFP Board staff and industry leaders for an engaging discussion.

Panelists include:

• CFP Board Staff:
  - Leo Rydzewski, JD, CAE, General Counsel
  - Jonathan C. Black II, JD, Assistant General Counsel

• Industry Leaders:
  - Patrick Spenser, Managing Director, Moneytree Software
  - Matt Schulte, Head of Financial Planning, eMoney
  - Dain Runestad, Senior Vice President, Head of Product, RightCapital

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