OneFPA Advisory Council

Consultative, advisory body that provides macro strategic input to the Board of Directors on key issues that impact FPA and the profession of financial planning.

Roster:

  • Chapter Representatives, NexGen Representatives

Staff Liaisons: 

  • Ben Lewis

OneFPA Advisory Council Executive Committee

Direct liaison between the Board of Directors and the OneFPA Advisory Council and appoints the chapter representatives who serve on certain OneFPA committees.

Chair:

  • Byrke Sestok

OneFPA Advisory Council Representatives:

  • Catherine Seeber, Kris Tower, J. Christopher Boyd, William Cerynik, Craig Carnick, and Autumn Campbell

Board Liaison:

  • Skip Schweiss

Staff Liaisons:

  • Ben Lewis

OneFPA Technology Task Force

Oversee the development, implementation and ongoing supervision of the OneFPA Network system-wide digital strategy and technology solution. 

Chair:

  • Chris Draughon

Roster:

  • Kim Bridges, Molly Balunek, Dan Skiles, Karl Frank, Carol Bobke, Jessica Hawthorne, Wayne Tillman

Staff Liaison:

  • Julie Butcher

OneFPA Transition Task Force

Oversee all aspects of the development and implementation of the OneFPA Network. 

Chair:

  • Mike Shockley

Roster: 

  • Kim Bridges, Kevin Clark, John Crosby, Susan Danzig, Jason Kley, Dennis Moore, Howard Pressman

Staff Liaisons:

  • Ben Lewis

OneFPA Resource Coordination Committee

Review, but not approve, the annual operational plans and budgets of the beta-test chapters, oversee the integrated financial reporting process for beta-test chapters, and provide beta-test chapters with guidance in support of the optimal functioning of beta-test chapters. 

Chair:

  • Dick Power

Roster:

  • James Lee, Jason Plank, Jason Alderson, Brandon Davis, Tiffany Beard, Lisa Casciaro

Staff Liaison:

  • Cynthia Jackson

OneFPA Staffing Coordination Committee

Provide general oversight and guidance concerning the orientation, training, and support of the FPA staff of beta-test chapters.

Chair:

  • Molly Balunek

Roster:

  • Claudia Cypher-Kane, Susan Danzig, James Passarelli, Nick Maningas, Nathan Greene

Staff Liaison:

  • Cynthia Jackson