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Monthly Round-Up December


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December 17, 2019

“OneFPA represents an opportunity to bring many chapters together around shared resources and best practices … I am excited to serve in this capacity and contribute to the chapter and the national organization’s growth and development!"



The opportunity to bring more stakeholder voices to the direction-setting of the association is an exciting element of the OneFPA Network plan and vision. As an association of more than 22,000 passionate financial planning professionals―and more than 2,000 volunteer leaders―there is great diversity of thought, opinion and ideas that can help shape FPA and the work we do for our members and the profession. To leverage and utilize FPA’s passionate leaders, the Board of Directors was eager to launch the OneFPA Advisory Council as soon as logistically possible in 2019.


The OneFPA Advisory Council held its first in-person meeting on November 15 to begin exploring a few critical issues to FPA and is outlined in the latest post on the OneFPA Beta Blog. In the post you will read about the issues the Council explored and the continued virtual discussions the Council will have in December. In the post, you will also read about the election of the OneFPA Advisory Council Executive Committee. This passionate group of volunteer leaders is charged with leading the Council in their work for the next year and, as one of the new Executive Committee members said in their self-nomination: 


We are excited about the possibilities the new OneFPA Advisory Council will afford FPA in the years ahead and look forward to engaging them in thoughtful discussion to help inform the decisions the FPA Board of Directors will make for the benefit of the association, our members and the financial planning profession.


Also this month, a new blog post provided a behind-the-scenes look at the deliberations the FPA of New Jersey had on whether to apply to be a beta-test chapter. In this video post, FPA of New Jersey President Lisa Casciaro, CFP® provides an honest account of the issues the chapter’s leadership discussed as part of their decision-making process, including concerns they had about what it would mean to the chapter’s―and FPA’s―resources. We are pleased the chapter opted to apply to be part of the beta-test (and ultimately be selected as one of the 11 beta-test chapters!) since they recognized the opportunity to participate would position them to help design the future of FPA.


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