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Elevate+ Presenter Logistics (Virtual)

This page covers day-of logistics, timing, and platform norms for Elevate+ presenters.

1) Zoom Room (Same Every Time)

All Elevate+ sessions use the FPAAZ Chapter Zoom Room.

Zoom Meeting ID: 710 131 6685

FPAAZ will register you for your assigned session. After you are registered:

  • You will not receive an event invitation from FPAAZ (and we do not send Outlook calendar invites)

  • You will receive event reminders through the registration system

  • You can always find the event via the FPAAZ CONNECT calendar

2) Time Zone, Session Timing, and Blocks

Arizona time zone

Elevate+ sessions run on Arizona time (Mountain Standard Time / MST) year-round.

Session timing

  • Sessions start at the top of the hour

  • Sessions end at :50 (10 minutes before the next hour) to allow breaks and smooth transitions

Session blocks

Each Elevate+ event includes three 50-minute blocks:

  • Block A: 9:00–9:50 AM MST

  • Block B: 10:00–10:50 AM MST

  • Block C: 11:00–11:50 AM MST

FPAAZ Admin staff will confirm which partner is assigned to each block. If your presenter availability is limited, please request your preferred block when expressing interest.

3) Arrival & Tech Timing

  • The Zoom room typically opens 30 minutes early

  • Presenters are strongly encouraged to arrive 15–20 minutes early

  • Attendees are encouraged to join 10 minutes early to address AV needs

A smart practice is to arrive early so you can greet planners as they enter the room and set a welcoming tone.

4) What FPAAZ Manages During the Session

FPAAZ will:

  • open the room and admit participants

  • monitor and manage the chat box

  • support session flow and transitions

  • mute participants if necessary

  • support watch parties (multiple people joining from the same physical location)

5) Participant Norms

We encourage all participants to:

  • self-manage their mute button

  • keep cameras on whenever possible

  • engage actively through discussion and questions

6) Mentimeter Is the Platform (Important)

FPAAZ uses Mentimeter as the primary delivery platform for Elevate+ sessions.

Slides (if used)

Mentimeter supports importing PowerPoint decks. If you plan to use slides:

  • send your PowerPoint in advance so FPAAZ can upload it into Mentimeter

  • slides will be displayed from Mentimeter during the session

  • the Mentimeter host controls advancing the slides

We do not want or expect presenters to screen share a PowerPoint deck. Keeping content inside Mentimeter supports smoother flow, fewer tech issues, and stronger interaction.

End-of-session assessment (required)

FPAAZ runs a live Mentimeter assessment at the end of every session. This assessment is not optional.

The assessment metrics are a visible and central part of the Elevate+ learning ecosystem:

  • they drive how we improve Elevate+ and the presenter/attendee experience over time

  • our quality target is no less than 4.0 / 5.0 average on each question

In our experience, even a small continuity gap—closing a PowerPoint share and switching to Mentimeter—can drop assessment participation dramatically. This is the primary reason Mentimeter serves as the content delivery platform.

Optional (encouraged)

Presenters are welcome to explore Mentimeter on their own and get creative with its engagement tools. Partners can also use Hubbles for Mentimeter tutorials and practice runs (see below).

7) Marketing + Content Timing (Deadlines Matter)

4–6 weeks before your session (marketing setup)

Please provide the details FPAAZ needs to build and schedule promotion (as requested by FPAAZ Admin).

5 working days before your session (content finalization)

Please provide final content inputs one week in advance (5 working days), including:

  • learning objectives

  • beginning and ending code words

  • any PowerPoint deck for Mentimeter upload (if using slides)

8) How Elevate+ Is Marketed (Why Details May Appear Later)

To encourage planners to register for—and attend—the full Elevate+ experience, FPAAZ markets the series concept-first.

  • Early and continual marketing focuses on the Elevate+ concept and (when applicable) the event’s unifying theme

  • Partners may be teased as part of the lineup, but we typically do not publish detailed block assignments far in advance

  • Session titles, descriptions, and speaker spotlights are often the last elements added as we approach the event

In most cases, the most granular details (who is presenting in Block A/B/C) appear in the final reminder communications immediately prior to the event.

FPAAZ Admin will confirm your assigned block directly regardless of when block-level details appear publicly.

9) Use Hubbles for Practice, Mentimeter, and Feedback

Hubbles are available most Mondays and can be used at any time to support presenters.

Partners are encouraged to use a Hubble to:

  • get a quick Mentimeter tutorial

  • do a practice run (flow, timing, interaction)

  • get real-time feedback from planners (a built-in focus group) on prompts, engagement tactics, and session approach

10) Cancellations & Backup Plan

Cancellations are ideally communicated at least one week in advance.

FPAAZ maintains a backup 1-hour CE session that can be deployed if needed; we simply need enough time to:

  • adjust the schedule

  • update communications

  • make the change visible to attendees

If a last-minute issue arises, notify FPAAZ as soon as possible so we can determine the best path forward.



Financial Planning Association (FPA) is a national 501(c)(6) non-profit organization.  FPA is Your Partner in Planning TM.

FPA Arizona (FPAAZ) is a state based 501(c)(6) organization, affiliated with FPA via a Chapter Charter and License agreement.

PO Box 4130, Scottsdale AZ 85261 Ph:  480-483-9035 Hours:  M-Th: 9 - 5  Fr: 9 - 1 


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