Helen Modly, CFP®, CPWA®
Later this week, I will be traveling with Peggy Nelson, our
executive director, and Dan Lash, our treasurer, to the Alliance Forum meeting.
This is a gathering of chapter executives and executive board members from the
12 largest FPA chapters in the country. (We are among the top 5 chapters in the
country.)
The purpose of these semi-annual meetings is to share best
practices and common challenges among the larger chapters, as well as to
facilitate effective communication between the chapters and the executives at
FPA National and the National Volunteer board.
FPA National has expressed their concern that the individual
FPA chapters and National are “not highly aligned in their external
communications and messaging”. They have task forces working on new initiatives
that will explore increasing the standardization of policy, communications,
branding, etc., between the chapters and National. They are also exploring
whether there should be a “nationalization” of revenue raised from our
respective chapter sponsors (we currently are in the top 5 chapters in terms
of revenue, also).
It boils down to a fundamental question: does FPA National
exist to enhance the effectiveness of the individual chapters in their
respective communities of financial planners, or do the chapters exist to
promote FPA National’s message to our members. Should the individual FPA
chapters retain their traditional independence, or would our membership be
better served by a more centralized structure? I believe these are important
questions and deserve an open airing of opinions.
If you have strong opinions on this subject, please share
them with me by email. In order to best represent our chapter’s members, I need
to know what you are thinking.
As always, feel free to contact me if you have ideas for
increasing our member’s satisfaction with FPA NCA. Your comments and suggestions are always
welcome.
Warmest regards,
Helen Modly
hmodly@focus-wealth.com
2014 President, FPA of the National Capital Area
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