OneFPA Network
Monthly Round-Up  

 

Skip ahead to a section:

April 16, 2019

 

Introducing a Second Iteration of the OneFPA Network Draft Plan

Why

To ensure FPA’s viability, strength, impact and relevance for current and future members and volunteers.

What

A transformative reorganization that unites FPA and its communities through greater alignment and integration. 

How

By dramatically increasing leadership participation in FPA and robustly beta-testing coordination and collaboration of key functions. 

87%
 

 

 

We are pleased to introduce the Second Iteration of the OneFPA Network Draft Plan, and a 45-day comment period open through May 30. The Second Iteration of the OneFPA Network Draft Plan incorporates stakeholder input collected through the four-month Listening Tour but stays true to the original intent of the OneFPA Network vision. The new draft plan focuses on four key areas: The Structure of Participatory Governance; Beta-Testing Centralized Functionality; Commitments and Agreements; and Communication and Timing.

 

To inform the Second Iteration of the OneFPA Network Draft Plan, FPA leaders proactively engaged all 86 chapters to arrange Listening Tour meetings with 90 percent of chapter boards participating (77 out of 86 chapters). Additional meetings were held with a variety of key stakeholder groups, including members, corporate partners, chapter executives, FPA NexGen leaders, and past FPA presidents.

 

We are proud of the work that has been done to make the Second Iteration of the OneFPA Network Draft Plan a reality and want to acknowledge the outstanding work of the OneFPA Transition Task Force for their critical work in this process. We have taken the time to listen to our stakeholders and learn from their input, so we could adjust the plan in a manner that is responsive to their concerns.

 

For more information about the Second Iteration of the OneFPA Network Draft Plan and the 45-day comment period, click here

 

Click here to watch a video about the Second Iteration of the OneFPA Network Draft Plan.

 

 

 
  Upcoming Events

 

To help our members better understand the new plan and what’s next, two special virtual meetings will take place on Tuesday, April 30 and Friday, May 24. Click the links below to register. 

 

  • Register for Tuesday, April 30 at 12 pm ET

  • Register for Friday, May 24 at 11 am ET

 
  OneFPA Network in the News 

 

  • FPA CEO Lauren Schadle, CAE outlines why the OneFPA Network vision is critical for FPA to remain strong and relevant at a time when the association landscape is changing rapidly in this April 2 Financial Planning article. Click here to read it. 

  • FPA Board Member Todd Stanard makes a case for FPA unification in this February 1 Financial Planning article. Click here to read it.
     

  • FPA's 2019 Chair Frank Paré explains why it’s critical to invest in building our profession in this January 18 Financial Advisor article. Click here to read it.
     

  • FPA of Greater Kansas City President George Fernandez, CFP®, recently penned an op-ed in InvestmentNews sharing his views about how the OneFPA Network frees up the chapters to deliver an exceptional member experience. Click here to read it. 
     

  • 2019 FPA President Evelyn Zohlen contributed an article to ThinkAdvisor detailing what the OneFPA Network is – and what it isn’t. Click here to read it.
     

  • Former FPA President and Chairman Dan Moisand outlines four pivotal changes to watch in financial planning – including the OneFPA Network – in 2019. Click here to read the article in Financial Advisor magazine.
     

  • InvestmentNews reporter Greg Iacurci talked to several stakeholders with varying views of the OneFPA Network in his January 14 story, Factions emerge in OneFPA overhaul. Click here to read it.

 
  Getting to Know the OneFPA Committees and Task Forces 

 

Are you curious about the volunteers who are already working on the OneFPA Network plan details? The following committees and task forces are already up and running. Keep reading to learn more about the volunteer groups and the individuals who are responsible for making it a reality.      

 

The OneFPA Transition Task Force

 

The OneFPA Transition Task Force oversees all aspects of the development and implementation of the OneFPA Network. Currently, the focus of the Task Force is to monitor and assess the feedback we are receiving from FPA stakeholders with the goal of reporting potential modifications to the Board of Directors. The following volunteer leaders comprise the Task Force for 2019:

 

Mike Shockley, CFP® - FPA of Dallas/Fort Worth (Chair)*

Juan Munoz, CFP® - FPA of Houston

Howard Pressman, CFP® - FPA of the National Capital Area

Alexandria Cole - FPA of Northern California and NexGen Representative

George Fernandez, CFP® - FPA of Greater Kansas City

Nathan Greene, CFP® - FPA of Middle Tennessee

Kian Nobari – FPA of San Francisco

John Crosby, CFP® - FPA of New Jersey

Kimberly Bridges, Ph.D., CFP® - FPA Greater Kansas City*

Todd Stanard, CFP® - FPA of New Jersey*

Martin Seay, CFP – FPA of Greater Kansas City*

Dennis Moore, CFP® - FPA of Dallas/Fort Worth*

Karen McDade, CFP® - FPA of Greater Phoenix*

Dick Power, CFP® - FPA of Massachusetts*

 

*FPA Board Designee

 

The OneFPA Technology Task Force

 

The OneFPA Technology Task Force oversees the development and ongoing supervision of the OneFPA Technology Solution and other integrative OneFPA Network technology solutions. The OneFPA Technology Solution is the integrated technology and content platform designed to provide a one-stop location for information, content and all things FPA, which is intended to create a simpler and elevated member experience, brand consistency and message clarity. The following volunteer leaders comprise the Task Force for 2019:

 

Chris Draughon, CFP® - FPA of Northeast Florida (Chair)*

Jonathan G. Cameron, CFP® - FPA of Miami

Karl Frank, CFP® - FPA of Colorado

Carole Bobke - FPA of Orange County

Jessica Hawthorne - FPA of Minnesota

Molly Balunek, CFP® - FPA of Northeast Ohio*

Kimberly Bridges, Ph.D., CFP® - FPA of Greater Kansas City*

Dan Skiles - FPA of San Diego*

 

*FPA Board Designee

 

 
 
  

Continue the Conversation 

 

Information about the OneFPA Network 

 

Back to the top ^

  • Connect
  • LinkedIn - White Circle
  • Facebook - White Circle
  • Twitter - White Circle
  • Blog
  • YouTube - White Circle
ContactUs_LRG.png
© 2020 OneFPA Network.