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June 3, 2019

Introducing the Draft OneFPA Network Beta-Test Application Package

One of the core elements of the OneFPA Network vision is the adoption of ‘Participatory Governance’ where all FPA stakeholders have a voice in ensuring FPA’s viability, strength, impact and relevance for current and future members and volunteers. For example, chapters will pick a representative to serve on the OneFPA Advisory Council, which will provide input on the strategic direction of FPA and the profession. Also, It’s why we conducted a four-month Listening Tour on the original OneFPA Network draft plan and recently concluded an additional 45-day comment period on the Second Iteration of the OneFPA Network Draft Plan. By encouraging our stakeholders to share their views, concerns and ideas on the OneFPA Network vision, FPA is better positioned to create a future that better supports our members and communities.

 

In the Second Iteration of the OneFPA Network Draft Plan, we outlined the opportunity to beta-test the concept of centralized functionality over the course of two-years with 10 FPA chapters that apply to participate. This beta-test will allow for deeper collaboration with the beta-test chapters to assess the efficacy of the OneFPA Network vision in the areas of technology, accounting/finance reporting and staffing functions before assessing whether aspects of the beta-test should be implemented system-wide. Through a robust beta-test, FPA will be able to demonstrate effective implementation on a manageable scale and assess whether the stated goals of centralized functionality translate into measurable positive outcomes.

 

So how will we measure the success or failure of the beta-test?

FPA worked with a third-party association consultant, with direction from the OneFPA Transition Task Force, to draft a OneFPA Network Beta-Test Application Package that includes three important documents:
 

  • A Draft Beta-Test Application, to be completed by FPA chapters interested in participating in the beta-test, that provides the OneFPA Transition Task Force with baseline information for application assessment. Further detail will be sought through exploratory meetings between the OneFPA Transition Task Force and applying chapters.
     

  • A Draft Master Services Agreement that outlines the roles, responsibilities, commitments and expectations of beta-test chapters and FPA. This important document provides assurances that beta-test chapters will continue to control budgets and reserves, sponsorship relationships and revenues generated, conduct and control local programming, leadership and local governance, and direct/oversee the work of their local staff.
     

  • The Draft Strategic Goals and Key Performance Indicators (KPIs) that will provide ongoing measurement of the beta-test in the areas of strategic alignment, functional operations, and member/volunteer engagement. It will be through these KPIs that FPA, our leaders, chapters and members will be able to ascertain whether the beta test is achieving the stated goals.

 

We Need Your Input: In the spirit of ‘Participatory Governance’ and a continued commitment to transparency, FPA is seeking feedback from all stakeholders on the Draft​ OneFPA Network Beta-Test Application Package and ongoing feedback on the OneFPA Network plan itself from June 3 through July 1, 2019. All feedback will be used by the OneFPA Transition Task Force in the development of the final package prior to the beta-test application process opening on July 11. All stakeholders can review the Draft OneFPA Network Beta-Test Application Package by clicking here and can send feedback, comments and ideas for improvement to OneFPANetwork@OneFPA.org.

 
  New Video Series Now Available!

 

Are you curious about the underlying tenets of the Second Iteration of the OneFPA Network Draft Plan? Watch our short video series about Participatory Governance, Beta Testing and Commitments and Agreements – and learn how they will ensure FPA’s viability, strength, impact and relevance.  

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  OneFPA Network in the News 

 

Since its formal introduction in November 2018, the OneFPA Network has been covered widely across the financial advisor trade media. Click here to read the latest media coverage.

 
  Getting to know the OneFPA Network Task Forces and Committees 

 

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)*
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* 

Wayne Tillman, CRPC® - FPA of the Triangle

 

*FPA Board Designee

 
  
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