Below is a general overview of what each of the different conference tracks will be covering. Please contact the FPA Staff Liaison for more information.
Government Relations’ Director Track
FPA loyalty surveys have consistently found that members value a strong government relations program. Can your chapter be doing more to promote the financial planning profession and protect the interests of investing public?
This track will explore ways to engage your chapter in the political process. Our Washington, D.C. team will help you master the fundaments of legislative and regulatory procedures. Come hear what issues other chapters are tackling and share best practices for lobbying state and federal policymakers, in an interactive environment.
FPA Staff Liaison: Phillips Hinch
Membership Directors' Track:
Continuing to grow membership and retain members is one of the on-going challenges facing FPA chapters. Competing priorities, challenging economic times and opportunities for members to get their needs met from many other sources makes it more challenging every year for chapters to clearly articulate the FPA value proposition and to remain a vital resource to those involved in the financial planning profession.
The FPA Chapter Leaders Conference 2012 offers membership directors an opportunity to gain additional knowledge and skills to grow and retain chapter membership.
Chapter membership directors, come and join colleagues focused on membership as we share best practices, find ways to increase member participation, discuss membership challenges and opportunities, and create the best membership experience possible at FPA.
Are you an incoming membership director? Or are you a returning membership director interested in a refresher course? Join us the morning of Friday, November 2, 2012, from 10 a.m. until 12 p.m., for an Introduction to Membership preconference!
FPA Staff Liaison: Tammy DiFalco
Chapter presidents-elect face unique leadership issues such as developing and working with their Board, running effective board meetings, creating and implementing their chapter's strategic plan and preparing for succession. This track will incorporate several formats to create an interactive environment for learning and time for sharing best ideas and processes. This year the track has a heavy focus on strategic planning and leadership development, both critical areas for chapter success.. Participants will take away lots of resources to help them guide their chapter and have a successful year. While this track is focused towards incoming Presidents-Elect, experienced Presidents are encouraged to come share their experience and expertise. Chapter presidents-elect this is a great way to prepare for your new leadership role!.
FPA Staff Liaison: Jennifer Harris
Pro Bono Directors' Track:
To be a chapter pro bono director is to be a pioneer. It may mean recruiting volunteers who have no experience working with pro bono clients, forging ties with nonprofits that don't know what financial planning is, and creating an organization and structure from scratch. Trying to help people in need is not easy!
But that doesn't mean you're on your own. Many chapters are successfully creating and expanding pro bono programs. A library of advice and resources is available on the FPA website. Whether your chapter is working to sustain or establish a pro bono program, you will find valuable information and connections at the Pro Bono Directors’ Track. Registration and housing fees will be covered for one representative per chapter.
Attendees are also invited to take Pro Bono Boot Camp and earn one hour of continuing education credit from CFP Board.
FPA Staff Liaison: Amira Tart
Program & Education Directors' Track:
Whether you're from a large or small chapter, with a big or little budget, this year's Program Directors' track will give you the tools to help you engage your members. Sessions will be collaborative and emphasize practical takeaways. Areas of particular focus will include: sponsor relations, speaker relations, venue selection and management, ways to drive attendance, and ways to maximize and strategically manage continuing education.
FPA Staff Liaison: Mary Corbin
Public Relations & Public Awareness Directors' Track:
As the person responsible for growing and shaping the public profile of your chapter, you know the task can be daunting. The way you work with media, partner organizations and the community largely frames the way your FPA chapter is perceived. The challenge of the media, and ultimately the public, being cluttered with often contradictory messages from the financial services marketplace, makes it all the more critical to effectively communicate FPA's message.
FPA's Chapter Leaders Conference 2012 is offering a dedicated track for Chapter Public Relations and Public Awareness Directors. It will help you access the tools and build the skills for successful media relations and public awareness programs.
This is a vital event for Chapter Public Relations and Public Awareness Directors. Don't miss it!