NAPFA Announces Interim CEO

NAPFA Announces Interim CEO

 The NAPFA Board of Directors is pleased to announce that Leslie M. Stokes will serve as NAPFA’s Interim CEO.

Leslie is an experienced C-level executive who has worked for various associations throughout her career.

She is currently a Vice President for Vetted Solutions, the lead specialist in providing interim leadership solutions in the association and nonprofit sectors. Leslie’s current role includes sourcing and placing C-level executives for prominent organizations experiencing growth and transformations. She also has noteworthy experience in executive search, organizational transition, association management, strategic long-term planning, diversity, inclusion, and equity programs, and more.

Leslie will act as Interim CEO for NAPFA through the departure of current CEO Geoffrey Brown, CAE, who will end his tenure, and until a permanent CEO has been determined. The Board looks forward to working with Leslie and the Vetted Solutions team.

Joel Bruckenstein
Joel Bruckenstein
Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference. He also hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University. Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. In addition, he works in tandem with industry influential Bob Veres, publisher of Inside Information, to produce an annual technology survey for the financial planning community. Bruckenstein accepted the fifth annual Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN. Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit www.JoelBruckenstein.com.

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