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2017 Directory Previews Available

Wednesday, August 03, 2016   (0 Comments)
Posted by: Elise Freed-Brown
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Dear Members,

It’s profile checking time! We are getting ready to format the 2017 CPA Directory. We ask that all members check their profiles for accuracy.

To help you visualize your directory entry, we are posting “previews” on the CPA website ( To protect your information, only members can log in to view this page. If you need help logging in, call the CPA office at 312-380-6789.

The previews are organized by membership and publication type. Click the link to open the relevant PDF document and use the “Find” function (Ctrl+f) to search for your organization or your own name.


  • We take pull information about organizations from the Registered Representative’s profile. If you want to make changes on behalf of your Registered Rep, email
  • All members (including Staff Members) receive an entry in the Member Index. Be sure to check that document for accuracy.
  • If you need to make changes to the directory entry, please update your profile, not the PDF document.
  • If there is information that you would like omitted from the directory but still want to keep in your online profile, email

More details are found on the webpage. We will post new drafts every Wednesday until October 5. The deadline for making updates to your directory entry is October 7. Please contact the CPA office at 312-380-6789 if you need assistance.

Best Regards,

Elise Freed-Brown
Project Coordinator

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