The IMPACT Award winners are selected by a group of prominent leaders from across the business world and the financial services industry. The information you provide will be used to judge and score your submission for the IMPACT Awards program.
As the head of the Certified Financial Planner Board of Standards, Inc. (CFP Board), Kevin Keller spearheaded the organization's move to Washington, D.C., expanded staff, and implemented a campaign to increase awareness of the CFP© certification. He was instrumental in establishing the Board as an advocate of greater consumer and investor protection by implementing a fiduciary level of accountability on financial planners who use the CFP® mark. Mr. Keller has also worked with individuals and their firms to ensure compliance with the organization's standards, and promoted greater awareness of the CFP credential among policy makers. Additionally, he is responsible for strengthening the CFP Board's disciplinary and enforcement process.
Previously, Mr. Keller held numerous roles with the Association for Financial Professionals (AFP), which provides products, education, and training for treasury and corporate finance. He served as senior vice president and chief operating officer, managed programs and services, and led the organization's strategic planning process. He has also held senior staff positions at several associations and earned the Certified Association Executive (CAE) credential.
Mr. Keller has a bachelor's degree in agriculture and a master's degree, both from Ohio State University.
Julie Littlechild is the chief executive officer of Advisor Impact and a recognized expert on client engagement and practice management. Ms. Littlechild helps financial advisors gather and use client feedback to build and grow relationships to promote loyalty and increase revenue. She also conducts industry and custom research focused on how to engage end-clients and drive referrals.
Ms. Littlechild routinely reaches thousands of financial advisors as a speaker at industry and corporate conferences across North America and as a contributor to multiple industry publications. She publishes an annual report on practice management and is the author of the Business Success Kit, a comprehensive guidebook designed to help advisors structure effective practices.
Ms. Littlechild holds a master of business administration degree from the University of Toronto. She also is a member of the national board of the Financial Planning Association.
As Managing Director, Americas, Dr. Thomas Robinson provides leadership for CFA® Institute’s largest region. He heads up the cross-functional team that helps develop and implement global strategy regionally, while engaging with regional stakeholders to meet their needs and help shape and grow the industry.
Most recently, Dr. Robinson served as CFA Institute’s Managing Director of Education. He led and directed teams responsible for producing and delivering educational content and examinations for investment professionals. Prior to that, he was Director of the Master of Professional Accounting Program and Personal Financial Planning programs at the University of Miami. He has also directed a private wealth investment advisory firm, been a consultant in valuation and financial analysis, and is the author and co-author of several books and numerous journal articles on financial analysis, valuation, and wealth management.
Dr. Robinson holds a bachelor's degree in economics from the University of Pennsylvania and a master's degree and doctoral degree from Case Western Reserve University. He is a certified public accountant, CERTIFIED FINANCIAL PLANNER®, CFA charterholder, and CAIA charterholder.
Sean Walters is executive director and chief executive officer of the Investment Management Consultants Association (IMCA®). A not-for-profit professional association, IMCA's mission is to deliver the premier investment consulting and wealth management credentials and world-class education–membership, conferences, research, and publications. IMCA administers the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) certifications, and serves more than 9,000 advanced investment and wealth management members.
Mr. Walters is a Certified Association Executive (CAE) and has been active in association management for 21 years, the past 16 as a senior executive within financial services associations.
Mr. Walters received a bachelor degree from the University of Arizona and has a master of business administration degree from the University of Indianapolis. He lives in Denver, Colorado with his wife and three daughters.