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CWS® BOARD OF DIRECTORS
Composition of the CWS® Board of Directors
- J. Phil Buchanan
- Chris Nekvinda
- William Trigleth
- Kristine Groft
- Bishara A. Bahbah, PhD
Role of the CWS® Board of Directors
The Board of Directors will provide leadership and direction to the CFI staff dedicated to the day-to-day operations and administration of the CWS® certification program and CWS® Practitioner Society, including, but not limited to the following:
- Provide an ongoing review of CWS® curriculum, certification requirements, and standards of performance
- Develop the CWS® Continuing Education program policies and procedures
- Determine the CWS® Alumni Society member benefits and ongoing relations
- Review of public complaint(s) and decide upon the disciplinary action for individual
Meetings of the CWS® Board of Directors
The CWS® Board of Directors will meet quarterly or as needed.
One (1) Annual meeting in collaboration with the Advisory Board – scheduled around the weekend prior to CWS® Practice Management Skills (Grow Your Business 1).
CWS® ADIVSORY BOARD
Composition of the CWS® Advisory Board
- J. Phil Buchanan
(ex-officio), CEO, Cannon Financial Institute
- Warren Bimblick, Publisher of Trusts & Estates and Registered Rep
- Joel Marks, Vice Chairman/COO, Advanced Equities Financial Corp.
- Frank Hynes, Talent Management - Training & Development, Charles Schwab
Roles & Responsibilities of the CWS® Advisory Board
The Advisory Board will:
- Review CWS® policies and procedures set by the CWS® Board of Director
- Provide ongoing counsel to the Board of Directors from an industry perspective in order to maintain the CWS® program as a current and timely professional certification
- Provide outreach to the market through introductions
- Serve as ambassadors for the designation
Commitment-Meetings of the CWS® Advisory Board
One Annual meeting:
The Advisory Board will convene annually the weekend prior to CWS® Practice Management Skills (Growing Your Business I) program.
Four- (4) web conference calls a year (Quarterly)
The Disciplinary & Ethics Committee is comprised of members of the CWS® staff, certificants and the CWS® Board of Directors:
- CWS® Staff
- Hearing Panel
- Board of Professional Review
- Board of Appeals
To file an official grievance against CWS® click here. |
