OneFPA Network
Monthly Round-Up  

 

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February 4, 2019

Welcome to the February 2019 OneFPA Network Monthly Round-Up! This monthly roundup is designed to update members and volunteer leaders about the OneFPA Network and recap our progress on the Listening Tour as we hear from stakeholders. The Listening Tour stops we are making are intended to spark open, thoughtful dialogue that will inform the ultimate OneFPA Network vision. The input we are gathering will be instrumental in shaping the OneFPA Network so we can shape the future of FPA while we drive a better member experience for all.

 
  Where We Have Been—And Where We Are Going 

As part of the Listening Tour, FPA leaders and staff are meeting with chapter boards to discuss the draft plan and solicit input and questions that will inform the plan development. Since the announcement of the OneFPA Network vision at the 2018 Chapter Leaders Conference, we have met with the following chapters:

  • FPA of Silicon Valley (November 9, 2018)

  • FPA of New Jersey (November 12, 2018)

  • FPA of Metro New York (November 13, 2018)

  • FPA of Southwestern Ohio (November 16, 2018)

  • FPA of Minnesota (November 30, 2018)

  • FPA NorCal Chapters (December 3, 2018)

  • FPA of Florida Chapters (December 3, 2018)

  • FPA of Nebraska (December 10, 2018)

  • FPA of Central Virginia (December 12, 2018)

  • FPA of Northeastern New York (December 12, 2018)

  • FPA of Greater Rochester New York (December 12, 2018)

  • FPA of Greater Kansas City (December 14, 2018)

  • FPA of Wisconsin (December 14, 2018)

  • FPA of Central New York (December 19, 2018)

  • FPA of the Southern Tier of New York (December 19, 2018)

  • FPA of Houston (December 19, 2018) 

  • FPA of the Triangle (January 8, 2019)

  • FPA of Hampton Roads (January 9, 2019)

  • FPA of Michigan (January 11, 2019)

  • FPA of Central Pennsylvania (January 14, 2019)

  • FPA of Iowa (January 15, 2019)

  • FPA of Middle Tennessee (January 16, 2019)

  • FPA of Dallas/Fort Worth (January 16, 2019)

  • FPA of Colorado (January 17, 2019)

  • FPA of Northeast Ohio (January 17, 2019)

  • FPA of the Gulf States (January 18, 2019)

  • FPA of Greater Phoenix (January 22, 2019)

  • FPA of the National Capital Area (January 22, 2019)

  • FPA of Rhode Island (January 23, 2019)

  • FPA of the Philadelphia Tri-State Area (January 23, 2019)

  • FPA of Puget Sound (January 23, 2019)

  • FPA of Kentuckiana (January 25, 2019)

  • FPA of Georgia (January 25, 2019)

  • FPA of Illinois (January 28, 2019)

  • FPA of San Antonio and South Texas (January 28, 2019)

  • FPA of Greater Memphis (January 30, 2019)

  • FPA of Austin (January 31, 2019)

  • FPA of Spokane (January 31, 2019)

  • FPA of Greater St. Louis (February 1, 2019)

  • FPA of Greater Indiana (February 4, 2019)

Here’s a look at where we’re headed next:

  • FPA of the East Bay (February 6, 2019)

  • FPA of San Gabriel Valley (February 7, 2019)

  • FPA of Maryland (February 7, 2019)

  • FPA of Connecticut - Fairfield County (February 7, 2019)

  • FPA of Connecticut - Greater New Haven (February 7, 2019)

  • FPA of Greater Hudson Valley (February 7, 2019)

  • FPA of Massachusetts (February 8, 2019)

  • FPA of Utah (February 8, 2019)

  • FPA of West Texas (February 8, 2019)

  • FPA of Pittsburgh (February 11, 2019)

  • FPA of San Francisco (February 12, 2019)

  • FPA of Central Ohio (February 12, 2019)

  • FPA of South Carolina (February 12, 2019)

  • FPA of Charlotte (February 12, 2019)

  • FPA of Long Island (February 13, 2019)

  • FPA of Ventura County (February 15, 2019)

  • FPA of East Tennessee (February 21, 2019)

  • FPA of Orange County (February 27, 2019)

 

If your chapter has not yet scheduled a virtual or in-person Listening Tour meeting, please do so by clicking here or contact Kristine Mazzullo at KMazzullo@OneFPA.org

 
  What We Are Hearing 

Thank you to all our outstanding members, volunteer leaders and chapter executives who have provided feedback and input on the OneFPA Network draft plan and vision to date. As you can see, we have held numerous in-person and virtual listening tour visits with chapters across the country and have many more planned by the end of February. All voices matter, so please keep the input coming. In fact, we hope you will participate in one of the All-Member Virtual Listening Tour events on February 5 and February 7. Simply click one of the dates to register!

 

Last month, we focused on feedback we were hearing about finances, change in legal status of chapters, and control/autonomy. While we continue to hear questions on those issues, this update is focused on three other areas that are sparking thoughtful dialogue: staffing, sponsorships, and timeline/implementation.

 

Here’s a look at the questions we are hearing on these topics along with additional detail and clarification about each issue. 

 

Staffing 

 

Question/Concern: Some chapter leaders have expressed concern that the OneFPA Network would eliminate the ability of their boards to oversee and manage their local staff (e.g. chapter executive).

 

Clarification: We know the important role chapter executives play in chapters’ day-to-day operations. Under the OneFPA Network draft plan, chapters will continue to budget for their chapter executives, have a direct role in the hiring and evaluation of chapter executive performance, and determine chapter executive roles and responsibilities. And while chapter executives would become part of the FPA staff, their employment status would not change―whether they are part-time or full-time or an independent contractor. 

 

Sponsorships

 

Question/Concern: Some chapter leaders have asked how the OneFPA Network would impact the ability of chapters to secure sponsorships locally, and how that revenue generated would be used.

 

Clarification: The ability of chapters to forge relationships with partners and secure additional revenue that drives chapter programs will remain 100 percent intact. While chapters will still secure local sponsorships―and control all revenues―the OneFPA Network will seek to identify opportunities where FPA and the chapters can work together to secure additional partnerships and/or elevate existing partnerships. With these goals in mind, a Strategic Partnerships Committee will be formed to bring local and national leaders together to co-create a path forward that makes sense based on each chapter’s unique needs and existing sponsorship relationships.

 

Timeline and Implementation
 

Question/Concern: Some stakeholders are concerned that the timeline and implementation schedule suggested in the draft plan are set in stone and are too aggressive.

 

Clarification: Everything is subject to adjustments based on feedback, including the timeline. Whatever eventually emerges as the OneFPA Network plan, it’s imperative that the appropriate beta testing occurs, and a timeline is developed that ensures successful implementation. The OneFPA Transition Task Force and Board of Directors will only support a timeline and phasing that “gets this right” from the start.  

 

Make Your Voice Heard
 

The OneFPA Network plan is in draft form and subject to change based on the feedback we are hearing, so please make your voice heard. If you have an opinion, share it. If you have an idea about how to make the plan better, let us know. Everything is on the table.

 

There are several ways to provide input:

 

Thank you for participating. We hope to hear from you and look forward to sharing your thoughts and ideas with the Transition Task Force. 

 
  OneFPA Network in the News 

  • 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.

 
  Meet 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)*

Kate Dore - FPA of Middle Tennessee

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

 
 
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