Exam Committee

With guidance from InFRE’s testing agency, the Exam Committee develops the certification exam and monitors its performance. Specifically, the Exam Committee is responsible for exam form pass point recommendations for all exam forms, and exam reporting format to candidates. Committee members may be added on an ad hoc basis as may be required for initial pass point recommendations pertaining to new exam forms. Current members are:

Dr. William Gustafson, Professor, Texas Tech University – Chairperson
Jim Caldwell, CPA, CRC, EA, ATA, Caldwell Ott & Company
Mary Willett, CRA, CRC, Willett Consulting

Recertification Committee

For each credential there is a Recertification Committee. The Recertification Committee develops the recertification system and monitors its performance, including quality assurance through audits of certificant applications. Current members are:

Emilia Westney, CRC, Professor, Texas Tech University – Chairperson
Claudia Freeman, CFP^® (US & Canada), CRC, MBA, Keats, Connelly and Associates, Inc.
Sidney A. Blum, CFP, CPA/PFS, ChFC GreenLight Fee Only Advisors, LLC

Appeals Committee

The Appeals Committee considers and makes determinations on appeals made by candidates or certificants. Appeals Committee members can not simultaneously serve on the BOS or Exam Committee or Recertification Committee. Current members are:

Richard Wolff, CRC
Tom Jones, CRC

Disciplinary Committee

The Disciplinary Committee is responsible for enforcing and administering the disciplinary procedures established by the BOS. Disciplinary Committee members cannot simultaneously serve on the Appeals Committee. Current members are:

Thomas Burkard, Former CRC (Retired), Mutual of America Life Insurance Company – Chairperson
Cathie Eitelberg, Segal Company
Betty Lowder, CRC, retired CFP, Pennington/Bass Co.