Thank you FPA Chapter Leaders! This conference was designed to support all FPA’s volunteer Chapter Leaders in all the work they do on behalf of their association. Thank you FPA Chapter Leader for all that you do. We wouldn’t be OneFPA with you! Conference Information We are excited about this year’s conference. By working with a task force of chapter leader volunteers, we developed a new program that focuses on the knowledge and critical skills needed to be successful in your role as a chapter leader. What’s New? Colored Dot on Your Badge There is a red, yellow, green or blue dot on your badge that corresponds with dots next to each of the Saturday concurrent sessions. We assigned participants to sessions to ensure you have ample opportunities to meet people with different roles from chapters of various sizes. This increases the value of your experience by giving you a chance to expand your network of chapter leaders. Tactical Breakout Sessions Based on attendee feedback we have added new Tactical Breakout Sessions on Sunday. These sessions provide board-position specific content with concrete, implementable tips and tactics to help you hit the ground running in 2018. Filling more than one role, gathering tips for a fellow volunteer who could not make the conference? That is ok, we are running each session twice so you have an opportunity to attend two different tactical sessions. Networking Opportunities Chapter Hive This year there are three different chapter hive experiences. On Friday, the chapter hive offers you the opportunity to spend one-on-one time with FPA staff to answer questions, explore ideas or address issues that are on your mind. Staff representatives from FPA teams will be there to discuss chapters, Journal of
Transcript
Thank you FPA Chapter Leaders!This conference was designed to support all FPA’s volunteer Chapter Leaders in all the work they do on behalf of their association.
Thank you FPA Chapter Leader for all that you do. We wouldn’t be OneFPA with you!
Conference Information
We are excited about this year’s conference. By working with a task force of chapter leader volunteers, we developed a new program that focuses on the knowledge and critical skills needed to be successful in your role as a chapter leader.
What’s New?
Colored Dot on Your BadgeThere is a red, yellow, green or blue dot on your badge that corresponds with dots next to each of the Saturday concurrent sessions. We assigned participants to sessions to ensure you have ample opportunities to meet people with different roles from chapters of various sizes. This increases the value of your experience by giving you a chance to expand your network of chapter leaders.
Tactical Breakout SessionsBased on attendee feedback we have added new Tactical Breakout Sessions on Sunday. These sessions provide board-position specific content with concrete, implementable tips and tactics to help you hit the ground running in 2018. Filling more than one role, gathering tips for a fellow volunteer who could not make the conference? That is ok, we are running each session twice so you have an opportunity to attend two different tactical sessions.
Networking OpportunitiesChapter HiveThis year there are three different chapter hive experiences. On Friday, the chapter hive offers you the opportunity to spend one-on-one time with FPA staff to answer questions, explore ideas or address issues that are on your mind. Staff representatives from FPA teams will be there to discuss chapters, Journal of Financial Planning, communities, volunteer management, pro bono services, membership, public relations, advocacy and marketing.
Saturday’s hive is centered around chapter size, giving you an opportunity to convene with your peers from similarly sized chapters to discuss ideas or challenges.
Sunday’s hive is focused around chapter role. This gives you an opportunity to discuss best practices with your peers who have the same board role at their chapter.
Concurrent Session Descriptions
Saturday Breakout Sessions
Education - Build It and They Will Come: Making FPA THE Source for Professional LearningPresented by Jill Clateman, FPA Professional DevelopmentWith an overly saturated market filled with free and pay as you go content, it is essential that OneFPA be viewed as THE resource for quality educational programs focused on meeting the needs for all CFP professionals at every stage of their development. In this session, chapter leaders will learn about the vision for a OneFPA learning framework, and the tools for building this strong educational brand
Business Support - Driving Member Value Through Business SupportPresented by Ben Lewis, FPA Public Relations and Jessica Flynn, FPA Corporate RelationsOne of the core ways the association can drive value in membership is by creating an environment where members can learn how to fill gaps in their businesses to make them more productive, profitable and successful. In this session, chapter leaders will be provided an overview of FPA’s Business Support programs and the plans FPA has to amplify the service line to make it a key driver of membership value. Chapter leaders will engage in a discussion about ways to improve on existing and planned programs and how these programs can be amplified through chapters.
Community - Maximizing Member Engagement Through ConnectionsPresented by Christine Richardson, FPA Volunteer Engagement, Cynthia Jackson, FPA Chapter Engagement and Christine Walsh, FPA Community EngagementBuilding on time-tested best practices regarding communities of practice/interest, this session introduces attendees to the concept of driving member engagement through connecting like-minded people. Whether it is to grow professionally, personally, or to engage socially – everyone has a reason to connect with fellow FPA members. Join us to learn how to maximize these opportunities to enhance the member experience and harness the energy to build new opportunities like Knowledge Circles, online communities, and more!
Advocacy - Policy & Advocacy: A Vital Part of FPA’s Impact on Federal & State Issues Presented by Josephine Colacci, FPA Advocacy, Karen Nystrom, FPA Advocacy, and James Lee, Chair of FPA’s Legislative & Regulatory Issues Committee.During this session, Josephine, Karen and James will share the strategy and decision-making process for FPA policy positions on both a federal and state level. Attendees will take a deep dive on one policy issue (with plenty of materials to help you!) and formulate key points for an envisioned discussion with policymakers during a state advocacy day. Participants will learn how to participate in upcoming state & federal advocacy days with continuing materials offered during the Sunday tactical session Entitled: Your State Advocacy Day: A Playbook for Creating Success.
Sunday Tactical Breakout Sessions
Your State Advocacy Day: A Playbook for Creating Success
Presented by Karen Nystrom, FPA Advocacy During this half-hour, we will show you all you need to know to get started. We will provide a check-list of things you can do now, in two months, and leading up your advocacy day. You will be exposed to materials, templates, timelines, and personized webinar to make it an easy lift with support from your National Advocacy Team!
Three Things You Can Do to Get Everyone to Come to Your MeetingsPresented by Kyle Jordan, FPA MeetingsThere is never a reason to reinvent the wheel! Think of this session as an FPA Chapters Pinterest Board, mining our resources (both in and outside the room) for the most creative meetings ideas. Be prepared to steal, grab and take home new ways to liven up even the most sobering professional event!
Volunteer EngagementPresented by Christine Richardson, FPA Volunteer EngagementVolunteer Engagement is a complex, but essential tool to execute the goals and work of the chapter. While one size does not fit all, there are some tried and true approaches that serve all needs. Join us for turn-key tactics that will set you up for success.
Tips for Successful and Ongoing Partnerships with Corporate SponsorsPresented by Stacey Branch, FPA Corporate RelationsThis session will be aimed towards sharing ideas and tips for success in working with corporate partners. A few tips from FPA and facilitated discussions of challenges and ideas for success.
Five Habits of Chapters with Retention Rates of 80% or HigherPresented by Kristine Mazzullo, FPA OneFPA/MarketingAs the largest professional membership association for CFP® professionals in the U.S., growing an engaged member community is at the heart of FPA’s mission. Jump-start your chapter’s membership success for the year ahead. In this session we’ll share five strategies FPA chapters with strong member retention are successfully using to attract, onboard and engage members locally.
Embracing FPA NexGen for Chapter GrowthPresented by Jessica Flynn, FPA Corporate RelationsDiscuss how a NexGen strategy can stimulate recruitment and retention within your local chapter. Understand the broader FPA NexGen initiative and how this translates into marketing and programming opportunities for your chapter. Engage in discussions with NexGen advisors and local chapters who have embraced NexGen strategies to further the future of the financial planning profession.
Pro Bono Tools & TipsPresented by Monica Tall, FPA Pro Bono Engagement and Nathan Greene, FPA of Middle TennesseeThis session will provide you information about how you can implement tools and tips provided by FPA into your chapter’s pro bono programs.
The Six Foundational Elements of a Chapter PR ProgramPresented by Ben Lewis, FPA Public RelationsEngaging in any public relations effort requires first establishing a clear foundation from which the promotional activities and tactics are based. This fast-paced, interactive session will uncover the six foundational elements of a chapter public relations program that will set your chapter up for promotional success now and in the future!
Conference Agenda
Thursday, November 09, 201712:00 pm – 5:00 pmNorth Atrium
Registration Open
1:00 pm – 5:00 pmInterlocken Ballroom D
Chapter Executive PreconferencePresented by Cynthia Jackson, FPA Chapter EngagementThe Chapter Executives preconference was designed specifically for the chapter’s paid administrative support staff (chapter executive, chapter administrator, etc.). It provides attendees the ability to network with other chapter executives from around the country and gain valuable tools to help them support your chapter as effectively as possible. Through the sharing of great ideas related to a variety of chapter operations topics, chapter executives come away energized and connected to a group of passionate and dedicated supporters of FPA
5:30 pm – 6:15 pmAtrium
Chapter Executive and FPA Board of Directors Cocktail Reception
6:15 pm – 8:00 pmPrivate Dining Room
Chapter Executive Dinner
Friday, November 10, 2017
8:00 am – 5:00 pm
North AtriumRegistration Open
7:00 am – 8:00 amCentennial Ballroom E
Chapter President and Chapter Executive Breakfast and Networking
8:00 am – 10:00 amCentennial Ballroom F
Chapter President and Chapter Executive Workshop Preconference
Presented by David Brand, FPA Director of Strategic OperationsThe Chapter Executive and Chapter President Executive Workshop is intended to strengthen the staff/board president relationship by ensuring strategic alignment, clarifying roles and responsibilities and helping create a strategic planning session for the board.
10:00 am – noonCentennial Ballroom F
FPA Board of Advisors Preconference
Facilitated by David Brand, FPA Strategic OperationsAs part of the OneFPA Initiative, which includes elevating strategic integration among FPA communities, chapter presidents are invited to act in an important advisory capacity that will help shape FPA’s strategic and business planning for 2018 and beyond.
10:00 am – noon FPA Chapter Leader Media Training Preconference
SprucePresented by Ben Lewis, FPA Public RelationsWorking with journalists is one of the easiest ways to increase your visibility…and your chapter’s! With an ever-increasing news cycle and the onslaught of online news coverage, the time is right to learn what you can do to master working with the media to amplify your own exposure and the important role of financial planners.Join fellow chapter leaders for media training presentation that will uncover:
• How to best prepare for an interview to ensure it goes as smoothly as possible
• How to master the skills needed to perform at a high level during an interview
• How to display great poise when working with reporters• How to protect your reputation when working with reporters
Bonus! CFP® professionals who take part in this media training will qualify to be part of FPA’s Media Query System!
11:00 am – noonPro Bono Volunteer Training PreconferenceFormerly known as Pro Bono Boot Camp
Alder
Presented by Cynthia A. Hanson, CFP®, ChFC®, CDFA®, Pro Bono Advisory Committee
This new training is required for all FPA members who provide or want to provide pro bono services. It covers best practices of establishing pro bono outreach with local community-based organizations, which includes general principles, financial planning, and interpersonal communications. Walk-ins are welcome. All attendees must arrive five minutes in advance of the session to receive CE.
Attendees eligible to receive 1 CE credit
2:00 pm – 4:30 pm Interlocken Ballroom A/B
Opening Remarks and Keynote OneFPA – Advancing Our Association Together
Presented by Kristine Mazzullo, FPA OneFPA/Marketing; Shannon J. Pike, CFP®, FPA President; Lauren M. Schadle, CAE, FPA Executive Director/CEO; Evelyn M. Zohlen, CFP®, 2018 FPA President-Elect; Ron Zwerin, FPA Marketing/CommunicationsThe success and future of FPA is driven by the action of FPA and FPA Chapters. Learn about the OneFPA Initiative and FPA's Strategic Framework and how FPA and the chapters are working together to ensure success.
4:30 pm – 5:00 pm Break and NetworkingCentennial Foyer Visits with VendorsPrivate Dining Chapter Hive with FPA Staff
5:00 pm – 6:30 pm Reception with SponsorsCentennial Foyer
6:30 pm Dinner on your own
Saturday, November 11, 20177:00 am – 8:00 am Interlocken Ballroom A/B Breakfast
8:00 am – 12:00 pm North Atrium
Registration Open
8:00 am – 9:15 am Breakout Sessions
Interlocken Ballroom C Education - Build It and They Will Come: Making FPA THE Source for Professional Learning
Interlocken Ballroom D Business Support - Driving Member Value Through Business Support
Centennial Ballroom E Community - Maximizing Member Engagement Through Connections
Centennial Ballroom F Advocacy - Policy & Advocacy: A Vital Part of FPA’s Impact on Federal & State Issues
9:15 am – 10:00 am Break and Networking
Centennial Foyer Visits with Vendors
Hive by Chapter Size
Private Dinning Small chapter discussions
Centennial Ballroom E Medium chapter discussions
Centennial Ballroom F Large chapter discussions
10:00 am – 11:15 am Breakout Sessions
Interlocken Ballroom C Education - Build It and They Will Come: Making FPA THE Source for Professional Learning
Interlocken Ballroom D Business Support - Driving Member Value Through Business
Support
Centennial Ballroom E Community - Member Engagement Through Connections
Centennial Ballroom F Advocacy - Policy & Advocacy: A Vital Part of FPA’s Impact on
Federal & State Issues11:15 am – 11:30 am Transition11:30 am – 12:45 pm Breakout Sessions
Interlocken Ballroom C Education - Build It and They Will Come: Making FPA THE Source for Professional Learning
Interlocken Ballroom D Business Support - Driving Member Value Through Business Support
Centennial Ballroom E Community - Member Engagement Through Connections
Centennial Ballroom F Advocacy - Policy & Advocacy: A Vital Part of FPA’s Impact on Federal & State Issues
12:45 pm – 2:00 pm Interlocken Ballroom A/B Lunch
2:00 pm – 2:15 pm Transition
2:15 pm – 3:30 pm Breakout Sessions
Interlocken Ballroom C Education - Build It and They Will Come: Making FPA THE Source for Professional Learning
Interlocken Ballroom D Business Support - Driving Member Value Through Business Support
Centennial Ballroom E Community - Member Engagement Through Connections
Centennial Ballroom F Advocacy - Policy & Advocacy: A Vital Part of FPA’s Impact on Federal & State Issues
3:30 pm – 4:00 pmCentennial Foyer
Break and NetworkingVisits with Vendors
4:00 pm – 4:30 pm Interlocken Ballroom A/B
General Session Daily Wrap-upPresented by Peggy Hoffman, President, Mariner Management
You have spent the day learning about FPA’s service lines, member benefits with in each service line and discussing chapter activities within each service line that add to the member value proposition. Wrap-up the day by developing your chapter’s list of priorities in these areas for 2018.
Interlocken Ballroom A/BCelebrating Chapter SuccessRecognition Dinner and Entertainment with Diamond Empire BandThis dinner is all about celebrating the great work you do. Dancing will begin after the awards are announced and dinner is served.
Sunday, November 12, 2017
7:30 am – 8:30 am Interlocken A/B
Breakfast
8:30 am – 9:00 am Tactical Breakout SessionsPine Your State Advocacy Day: A Playbook for Creating SuccessCentennial Ballroom E Three Things You Can Do to Get Everyone to Come to Your MeetingsCentennial Ballroom F Volunteer Engagement
Cedar Tips for Successful and Ongoing Partnerships with Corporate Sponsors
Interlocken Ballroom C Five Habits of Chapters with Retention Rates of 80% or Higher
Interlocken Ballroom D Embracing NexGen for Chapter GrowthAspen Pro Bono Tips and Tools Spruce The Six Foundational Elements of a Chapter PR Program
9:00 am – 9:45 am Break and NetworkingHive by Chapter Role
Pine Advocacy
Centennial Ballroom E CE/Education
Centennial Ballroom F Chapter Leadership
Cedar Corporate Relations/Sponsorship
Interlocken Ballroom C Membership
Interlocken Ballroom D FPA NexGen
Aspen Pro Bono
Spruce Public Relations
9:45 am – 10:15 am Tactical Breakout SessionsPine Your State Advocacy Day: A Playbook for Creating SuccessCentennial Ballroom E Three Things You Can Do to Get Everyone to Come to Your MeetingsCentennial Ballroom F Volunteer Engagement
Cedar Tips for Successful and Ongoing Partnerships with Corporate Sponsors
Interlocken Ballroom C Five Habits of Chapters with Retention Rates of 80% or Higher
Interlocken Ballroom D Embracing NexGen for Chapter GrowthAspen Pro Bono Tips and ToolsSpruce The Six Foundational Elements of a Chapter PR Program
10:15 am – 10:30 am Transition Break
10:30 am – 11:30 am Interlocken Ballroom A/B
General sessionConference Wrap-upPresented by Peggy Hoffman, President, Mariner Management
You have spent the weekend learning so much about FPA and what’s possible when we work together, including the member value proposition and your role as a chapter leader or executive. Wrap-up the conference by identifying your chapter’s priority action items to implement in 2018.
