Ethics
Develop standards and rules of membership and apply those standards on a case-by-case basis.
Chair:
- Executive Committee
Staff Liaison:
- Patrick Mahoney
Executive
Oversee the day-to-day strategic direction of the organization on behalf of the board of directors.
President:
- James Lee
Past President:
- Dennis Moore
President-elect:
- Claudia Kane
Chief Executive Officer:
- Patrick Mahoney
Finance
Oversee the financial well-being of the organization.
Chair:
- Claudia Cypher-Kane
Staff Liaison:
- Sandi Garcia
OneFPA Nominating Committee
Recommend to the FPA Board of Directors as a slate of Board members to serve on the FPA Board of Directors for the following calendar year for their review and approval.
Chair:
- Skip Schweiss
Board Designees:
- James Lee (President-elect), Paul Brahim, Karen McDade
Chapter Designees:
- Ginnie Baker, Alan Robbins, Daniel Yerger, Kris Tower
Staff Liaisons:
- Patrick Mahoney, Christine Richardson
Public Policy Council
Provide input to FPA Board and staff on financial planning related legislative and regulatory issues - at the federal and state levels - affecting practitioners and the profession.
Chair:
- Ben Lemon
Staff Liaison:
- Jo Colacci