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Monthly Round-Up August  


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August 16, 2019

Opportunities abound for members through the OneFPA Network Beta-Test Chapters

In addition to the centralized functionality provisions for the FPA chapters participating in the  two-year OneFPA Network beta-test in the areas of technology, accounting/finance reporting and staffing — beginning in January 2020 — beta-test chapters will be able connect, if they desire, with FPA headquarters on an array of additional collaborative opportunities that can help drive membership value. Some of the opportunities they can explore include: 


  • How to more effectively engage target audiences like NexGen

  • How to support local chapter programs with turnkey content and CE management

  • How to deliver more exclusive, localized practice management support for members

  • How to communicate a fully integrated value proposition to prospective and current members

  • How to expand the reach and engagement of members throughout the local community

  • How to build a more complete profile to understand the composition and needs of
    FPA members


Have other ideas you would like to see FPA explore in collaboration with beta-test chapters that you believe will provide an enhanced membership value? We want to hear from you! Send us a note at to let us know!


See what some current chapter leaders have to think about the possibilities.

We asked a few FPA chapter leaders to share their views about the OneFPA Network and the opportunities it will afford our members and FPA. Here’s what they had to say:


“If we keep doing what we’re doing, we’re going to keep getting what we’re getting. We’re out to interrupt that and to forge a new path.” — Darin Shebesta, CFP®, FPA of Greater Phoenix


Important News for FPA Chapter Leaders


OneFPA Beta-Test Chapter Application Process is Open through September 15


Chapters can now apply to be part of the OneFPA Network Beta-Test and explore the exciting opportunities that enhanced cooperation and collaboration will bring for our members. Chapters selected by the OneFPA Transition Task Force to be part of the effort will play a key role in shaping the future of the OneFPA Network and will be the first ones to take advantage of programs we envision together. Here’s a look at the timeline for the OneFPA Network Beta-Test application process and next steps:

  • July 11-September 15: The beta-test application is open to all FPA chapters.

  • October 15: The OneFPA Transition Task Force selection of beta-test chapters.

  • October 15, 2019-January 2020: We will work with the beta-test chapters to coordinate
    logistics in advance of the beta-test beginning January 2020 and be full partners in
    designing and executing the beta-test process.


Click here for complete details about the Beta-Test Chapter Application Process and instructions on how your chapter can participate. 

All Chapters Can Now Select Their OneFPA Advisory Council Representatives


Every FPA chapter has been asked to identify a chapter representative for the OneFPA Advisory Council by September 18.  Chapters can submit the name of their representatives at


Coming Soon: OneFPA Network Beta Blog

With the beta-test application process concluding in September, we will be launching a new Beta-Test blog when the chapters are selected in October. The blog will feature a first-hand look at the beta-test process directly from the chapter leaders who are participating. Check back soon for updates and watch for our first blog post coming in October!

Upcoming Virtual Update on FPA’s 2018 Audited Financials

Join FPA leaders for an overview of FPA’s recently completed 2018 audited financial statements on September 11, 2019 at 2 pm ET (11 am PT). Register now to attend this overview.

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