Volunteer Leadership

InFRE’s Board of Standards (BOS) benefits greatly from the contributions of professionals and other stakeholders, and there are many opportunities for CRC® certificants and others to become involved with furthering the work of InFRE in meaningful and rewarding ways. If you are interested in volunteering for one or more of the following committees, complete and submit the InFRE Volunteer Application Form. Please click here to download a PDF of the form and fax the completed form to 847-756-7350. If you have any questions, about InFRE volunteer opportunities, email Kevin Seibert.

Current Committee Assignments are as follows:

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:

Claudia Freeman, CFP® (US & Canada), CRC, MBA, Keats, Connelly and Associates, Inc. -Chairperson
Curt Morrow, CRC
Carol Mulch-Korhumel, CRC,
 Wunderlich Securities

2013 Practice Analysis Task Force

Under guidance from InFRE’s testing agency, the Practice Analysis Committee develops and conducts a study of practicing certificants to identify the tasks necessary and uses the results of the study to make recommendations for updating the exam content outline. Current members are:

George Arroyos, CRC, Manager, Retirement Programs, ABM
Marcus Crawshaw, CRC, Managing Partner, 56 Group
Becky Frasher, CRC, Assistant Director Member, State Teachers Retirement System of Ohio
Deatrice Johnson, CRC, Communications Consultant, TIAA-CREF
Sherry Keegan, CRC, Investment Advisor Representative, Ameritas Investment Corp (AIC)
Ron Nichols, Consultant, Great-West Retirement Services
Donna Richards, CRC, CISP, MBA, Officer, First Wealth Manager First, National Bank of Hutchinson
Dr. William Gustafson, Senior Director, Center for Financial Responsibility, Texas Tech University
Kevin Seibert, CFP, CEBS, CRC, Managing Director, InFRE

2012 CRC Exam Item Writers, Reviewers and Exam Preparers

Denise Appleby, APA, CISP, CRPS, CRC, CRSP, Appleby Consulting, Inc.
Sid Blum, CFP, CPA/PFS, ChFC Greenlight Fee Only Advisors, LLC
Michael Falk, CFA, CRC, ProManage, LLC
Joseph A. Tomlinson, FSA, CFP, Tomlinson Financial Planning, LLC
Claudia Freeman, CFP, CRC, Keats, Connelly & Associates, Inc.
Janet L. Brennan, Ed.D., Professional Examination Services
Bill Gustafson, PhD., CFP, Texas Tech University
Barbara Healy, CRC, CRA, QA3 Financial Group
Betty Lowder, Retired CFP, CRC, Pennington/Bass Co.
Emilia Westney, CRC, Texas Tech University
Michael Wilson, CFP, CRC, Integrity Financial Planning
Curt Morrow, CRC, Gardner & White
Jim Caldwell, CPA, CRC, EA, ATA, Caldwell Ott & Company

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:
Becky Frasher, CRC, STRS Ohio
Ray Kirk, Public Member
Donna Richards, CRC, CISP, MBA, First National Bank of Hutchinson

Appeals Committee

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

Betty Lowder, CRC, retired CFP, Pennington/Bass Co. – Chairperson
Sidney A. Blum, CFP, CPA/PFS, ChFC GreenLight Fee Only Advisors, LLC
Deatrice Johnson, 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:

Ron Nichols, Great West
Barbara Healy, CFP, CRC, CFS, ShMC, AAMS, MCRS, SST Benefits Consulting