To elevate the profession that transforms lives through the power of financial planning.
It’s more than FPA’s Primary Aim. It’s the reason we chose careers as ﬁnancial planners. And it’s the “why” that inspires us in what we do every day as FPA leaders, members and communities.
How do we work together to assure we are collectively living the Primary Aim in everything we do?
The OneFPA Network will…
OneFPA Network is an opportunity to come together as a ﬁnancial planning community to elevate the profession that transforms lives through the power of ﬁnancial planning.
And to empower us all to focus on our passions and do what we do best.
Let’s do this together.
The Power of Alignment and Integration
More alignment and integration will better serve FPA’s vision and our members’ interests by leveraging limited resources and coalescing the passion of volunteer leaders. The result is enhanced alignment with every community, volunteer leader and staff person pulling in the same direction. And greater integration of programs, initiatives and benefits across all FPA communities that allow for a more vibrant, consistent member experience.
The OneFPA Network Promise
Through Centralized Functionality and Participatory Governance, we can bring together the association’s many individual parts into one cohesive whole—technologically, financially and functionally. By doing so, we can:
Empower volunteer leaders and staff to focus on their passions
Deliver a consistent member experience across all communities
Elevate FPA’s brand awareness nationally and in every community
Secure a more impactful voice with policymakers, the media and the public
Realize greater buying power to support all FPA members and communities
An outside consultant assesses the chapter systems through a series of exhaustive interviews and develops a report with recommendations. The report uncovers operational and cultural issues impeding FPA's growth and success.
Chapter leaders spark discussion about better collaboration and integration, marking the beginning of the OneFPA Network. Chapter leaders express increasing concerns that the chapter system is not providing sufficient support to local communities, which leads FPA to begin a more in-depth examination.
Recognizing an insufficient level of integration and alignment, an organization-wide “Co-creating Our Future” is undertaken. Greater awareness resulted, but substantial changes to the system were
The two primary organizations serving financial planners—IAFP and ICFP—merge into a new voluntary professional membership organization called FPA. The national boards are fully integrated, but local communities are left wondering how they fit within the new organization—FPA.
The OneFPA Journey
After continued dialogue with the Board of Directors and staff about chapter system assessment, the Board determines ‘OneFPA’ efforts need to continue to address the important issues being raised. As a result, seven task forces composed of 50 national and chapter leaders are created as the OneFPA Advisory Group.
The Board of Directors approves advancing ‘OneFPA’ and asks for a plan at the February 2017 Board meeting. The board determines a formal endeavor titled the “OneFPA Initiative” is required and that a plan to address challenges should be developed by 2017.
In an effort to explore ideas that have emerged, ongoing beta tests are in place to directly experience draft elements of the OneFPA Initiative efforts.
The Board approves the draft OneFPA Initiative plan for distribution and feedback called the ‘OneFPA Network.’
Given the magnitude of the challenges and opportunities identified, the Board embraces the OneFPA Initiative as a top organizational priority and the transformational three-year goal of the association.