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?
This track will explore ways to engage your chapter in the political process. Our Advocacy Director will help you master the fundaments of legislative and regulatory procedures. We are planning for five sessions with two repeated at different times in an effort to have attendees access all sessions.
- Two Focus Group sessions
- Two Trainings for State Advocacy rollout
- Federal Policy Briefing
Come hear what issues other chapters are tackling and share best practices for lobbying state and federal policymakers, in an interactive environment.
Membership Directors Track:
Membership growth and engagement are key to building and strengthening the Financial Planning Association. This track will build on the basics covered in the Membership Directors Pre-Conference session, exploring best practices and strategies in support of member recruitment, new member onboarding and member retention. Join this discussion about the importance of targeting prospective members with a clearly articulated value proposition, tracking the successes of strategies, turn-key opportunities for collaborating with FPA headquarters and real membership management case studies from fellow FPA chapters. The track will conclude with a hands on opportunity to map out your chapter's membership strategiesfor the year ahead.
Chapter presidents-elect face unique leadership issues such as developing and working with their Board and chapter volunteers, succession planning, and creating and implementing their chapter's strategic plan. This track will incorporate several formats to create an interactive environment for learning and time for sharing best ideas and processes. Participants will take away lots of resources, best practices and strategies to help them guide their chapter and have a successful year. Chapter presidents-elect this is a great way to prepare for your new leadership role!
FPA Staff Liaison: Jennifer Harris
Pro Bono Directors Track:
New Pro Bono Leaders may apply for the Foundation for Financial Planning CLC sponsorship grant! This will cover Chapter Leaders Conference registration and housing fees for two nights for one representative per chapter. Please note: space is limited and it is on a first come first serve basis. To request sponsorship for the Pro Bono Track please email FPA Pro Bono.
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.
Attendees are also invited to take Pro Bono Boot Camp and earn one hour of continuing education credit from CFP® Board.
FPA Staff Liaison: Noreen Coughlin
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 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 2013 offers 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!
FPA Staff Liaisons: Ben Lewis