If you have not had an opportunity to look through the numerous resources available to you as a chapter officer, now is your chance!  FPA has provided a wide variety of resources for our chapters: everything from financial guidelines, toolkits and tips and tactics to user guides and policies and procedures. 

• http://www.fpanet.org/professionals/Connect/  Not sure where to start?  Here's a little trick: all things chapter related start by selecting "Connect" from our main navigation bar followed by "Chapters" from the drop-down menu.  No matter what chapter resources you are looking for, this is the place to start!
   
• FPA Chapter Policies and Procedures Manual (PDF | 76KB): If you're looking for something specific, or simply trying to identify what is out there, the Chapter Policies and Procedures Manual will lead you in the right direction. This interactive PDF will guide you through our web site and the various resources available to you.
  
  
• Chapter Administration Tools: Being responsible for the day-to-day administration of a chapter can be challenging.  Keeping up with financial requirements, governance documents and chapter reimbursements, not to mention making sure that you have the latest Chapter Resource or Consumer Oriented Articles (formerly known as Financial Planning Perspectives) is a lot.  Take a moment to review this page and the tools available to you to make this process less challenging.
  
  
• Chapter Officer Resources: FPA has pulled together resources to help assist in making your volunteer role as a chapter leader that much easier.  In this section, you will find resources for setting board expectations, outstanding achievement awards, and contacts for your CLAC liaison, in addition to resources for the following chapter officers:
  • Career Development, Education, Programs and Speaker Relations directors
  • Community Service directors (public awareness, junior achievement and financial planning week directors)
  • Government Relations directors
  • Membership directors
  • Presidents and Presidents-Elect
  • Pro Bono directors
  • Public Relations directors
  • Student Relations directors
    
    
• Chapter Leadership Resources: Looking for a sample plan of work or job descriptions for your new board of directors?  This section is devoted to providing you with leadership based tools to help your chapter grow.
  
  
• Roadmap to Success: Formerly known as the Chapter Recognition Program, this year's program is devoted to helping you run a successful chapter.  The volunteer task force that created this program focused on two key areas this year:
  • Providing consistent guidelines that are especially important in a dynamic
    chapter environment where officers change annually.
  • Providing chapters the opportunity to be recognized for achieving remarkable results with truly outstanding events and strategies.