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Monthly Round-Up October

 

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October 24th, 2019

As we have shared with you, over the past couple of months FPA chapters have explored the opportunity to participate in the OneFPA Network Beta-Test that will begin in January 2020 and proceed for two-years. The goal of the beta-test is to assess the core elements of the OneFPA Network – centralized technology, staffing and financial reporting – and other programs that will better align FPA with the beta-test chapters.

 

The OneFPA Transition Task Force, a body that is comprised of volunteer national and chapter leaders, has overseen the selection process of the beta-test chapters. In total, 16 applications were submitted for the beta-test. Every applicant expressed enthusiasm for the potential that a more aligned and integrated association would mean for our members and the profession. For example, one chapter had this to say (you can see other chapter comments in the first OneFPA Beta Blog post):

“[Our chapter] believes that one collective voice is stronger than 88 separate chapter entities and, from an association management perspective, the ‘OneFPA Network’ initiative is a must for the future good of the financial planning profession. [Our chapter] has focused on strategically aligning our chapter goals with that of National’s and, accordingly, believe that being one of the beta-test chapters is critical to continue to drive our chapter forward.”

 

After a round of interviews between members of the OneFPA Transition Task Force and the chapters that applied, the Task Force determined that the original goal of 10 beta-test chapters needed to be expanded to 11 chapters because the enthusiasm and fit was so strong among the 11 chapters that were accepted. The additional data collected from 11 beta test chapters will be useful and outweighed the incremental increase in workload.

 

The first post in the OneFPA Beta Blog shared the names of those chapters selected for the beta-test, but we are pleased to share their names with you again. Those chapters selected for the beta-test are:

 

  • FPA of Charlotte

  • FPA of Colorado

  • FPA of Illinois

  • FPA of Greater Kansas City

  • FPA of Northern New England

  • FPA of Metro New York

  • FPA of New Jersey

  • FPA of Orange County

  • FPA of the Philadelphia Tri-State Area

  • FPA of Middle Tennessee

  • FPA of the Triangle

 

​Through the fall, the Task Force will partner with these chapters to design the final beta-test process to ensure we are appropriately testing all elements of the OneFPA Network in-line with the Key Performance Indicators (KPIs) outlined in the Final OneFPA Network Plan. We thank all of the chapters that applied to be part of the beta-test and look forward to working with these outstanding chapters in the months and years ahead in building a stronger association for our members and community.

 

The OneFPA Beta Blog: Now Live!

 

The OneFPA Beta Blog is now live! The blog is your place to learn about the beta-test process, hear from the chapter leaders and executives participating in the process, get reporting based on the KPIs and other measures and more. New posts will be made every other week and as new information and insight is available.

 
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