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The Essential Hub of our Financial Planning Community.


We empower financial planners by connecting them with the resources necessary to elevate their community impact.

What can we connect you with today?

Duties


Volunteer Role

Time

Estimate


  1. Register to Attend/Help
  2. Attend any Pre-Event Briefings or review Instructions
  3. Understand/Accept Volunteer Policy
  4. Attend Event 
  5. Attend/Report any Event Follow Up

_____

  1. Accept Liaison Role for an entity
  2. Learn about Relevant Committee or Team
  3. Share/Communicate entity News to Chapter Community News or Calendar
  4. Attend relevant Committee or Team Zooms
  5. Inform relevant Committee or Team re: entity opportunities - Connect People


_____

  1. Register/Join that Committee or Team
  2. Understand/Accept Volunteer Policy
  3. Attend Committee or Team Zooms (monthly)
  4. Accept 1 Task/Assignment
  5. Complete the Task/Assignment




_____

1,2 and 3 from above

4.  Assist with Creating/Referencing/Updating Action Items list before, during, after meetings.  Zoom AI captures most AI's - quick edits and dissemination are all that is needed.  Staff support is available.

5. Stand in for Chair when Chair not available.

_____

1,2 and 3 from above

4.  Using Action Items list, plan and share Meeting Agenda (can be brief, need not be fancy, but should be clear and available at/before beginning of meeting).

5. Conduct the Meeting and Closing Round.

6. Coordinate with CEO and Staff re: Budget Impact, Strategic Plan Metrics

7. Recruit volunteers and seek future leaders




_____

  1. Attend your Working Team Zooms
  2. Recruit Team Chairs and Vice Chairs
  3. With CEO, Connect Working Team Activities to Strategic Plan Goals and Metrics
  4. Identify and Work to Resolve Problems
  5. Prevent Silos/Duplication of Efforts
  6. Prepare/Support future Budget Requests


Ad Hoc Volunteer


Term: Event by Event, Project by Project


Chapter Membership not required

Some activities require a CFP(R) designation

_____


Liaison

(MOUs, Academic)

Term:  Suggested is 24 months, no term limit

Chapter Membership not required

_____

Committee or Team

Volunteer Member

Term:  1 Calendar year, no term limit

Chapter Membership not required

_____

Committee or Team

Vice Chair

Term: 12-18 mo's, commencing in Jul/Aug

Dynamic Governance Intro Workshop

Reserved to Chapter Members

_____


Committee or Team

Chair

Term: 12-18 mo's, commencing in Jul/Aug

Reserved to Chapter Members

Dynamic Governance Intro Workshop

DG Meetings

_____

General Circle

Group Leader

Term: 12-18 mo's, commencing in Jul/Aug

Reserved to Chapter Members

Dynamic Governance Intro Workshop

DG Meetings


3-6 hours,

per event, depending upon event type


Examples:
Pro Bono Event  - 3 hours, 1 time/ea time

Financial Literacy Course Instructor - 2 hours, xx times - your choice, your calendar

Mentor - 2 hrs, prep/report, 4 hours mentor

Advocacy Day - 7 hours+

Communications Team Reporter/Editor


_____


2-3 hours monthly,

including attending relevant Committee or Team Zoom

_____


2-3 hours monthly,

including attending relevant Committee or Team Zoom

_____



4 hours monthly,

including attending relevant Committee or Team Zoom

_____



5-6 hours monthly,

including attending relevant Committee or Team Zoom



_____



6-8 hours monthly

including attending all relevant Committee or Team Zooms


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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