Kathryn Berkenpas
Advancing the financial planning profession through corporate growth and purpose-driven partnerships
- Role
- Managing Director, Corporate Growth at CFP Board
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Kathryn Berkenpas
Accomplished wealth management executive with 20 years of experience leading the delivery of financial planning, investment advice, and impact-based financial product delivery. Experience building technology-based solutions in an agile/scrum environment. Owns the responsibility of ensuring solutions are valuable and viable, and that financial planning tools/resources are intuitive, accessible, and accurate. Leverages digital marketing using A/B testing to drive messaging and engage participants. Manages cross-functional teams, tracking performance metrics to identify areas for improvement, and executing changes that drive results. Recognized as a confident, decisive leader with strong critical thinking, strategic planning, project management and interpersonal skills. Persuasive and influential speaker to audiences across all platforms.Areas of ExpertiseStrategic Planning & Implementation | Agile/Scrum | Process Redesign | Product Innovation | Project Management | Robo-Advisors & Financial Planning | Leadership & Coaching | Operational Risk Management | Public Speaking
Experience
Managing Director, Corporate Growth
Apr 2025 — Present · Washington, DC, US
I lead efforts to grow the reach and impact of CFP® certification by building strong relationships with firms, universities, and industry partners. My focus is on opening up new career pathways, creating opportunities for future CFP® professionals, and making sure the profession keeps evolving to meet real-world needs.
Education
Virginia Tech
Bachelor's degree, CFP Board registered program
George Mason University
Master of Public Administration
2014
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