FPA chapters may be stand-alone entities, but we share membership. We share operations. We share a common purpose. By also sharing our best practices, by learning from each other, by sharing our stories--we are creating a powerful network of financial planning leaders across the country. Join us in Westminster for this year's Chapter Leaders Conference. We are Stronger Together.
Note: Registration is complimentary for chapter presidents (or their designee) and chapter executives.
*This event is exclusively for current FPA chapter leaders and chapter executives, unless an invitation has been extended.
Schedule
Thursday, November 17 - pre-conference day
2:00pm – 5:00pm Advisory Council Meeting (Standley II)
2:00pm – 5:00pm Chapter Executive PreConference (Standley I)
6:00pm – 8:00pm Chapter Executive Dinner
Friday, November 18
8:00am – 9:00am Chapter Executives Breakfast (Standley I)
9:00am – 12:00pm Chapter Executive PreConference (Standley I)
12:00pm Registration and Exhibits Open (Westminster Ballroom and Foyer)
2:00pm – 3:30pm CLC Kick-Off (Westminster Ballroom)
3:30pm - 4:00pm Networking Break
4:00pm – 4:50pm Concurrent Sessions: Strategy
These sessions are specially designed to get you looking at your bigger picture. What is your leadership journey? How can you create a more effective board of directors? What does an effective strategic planning session look like? Hear from industry experts and your peers, as well as share your own experiences, in these interactive strategy-focused sessions.
- Disrupting Your Norm
Positive change cannot occur without uncomfortable chaos. Hear from chapters that looked critically at their operations and programs and made the hard choice to change. What hard choices need to be made in your chapter?
- NKOTB (New Kids on the Board)
New to a chapter Board, or looking to train your new Board members? You're not alone! Step by step we’ll walk you through the responsibilities of being on a nonprofit board, and the basics required to establish an orientation. We’ll get new Board members hangin’ tough with more experienced volunteer leaders!
- Leading Edge
Sponsored by Prudential
What makes an effective leader? When you assume the role of President, how do you get the most out of your Board? Get an edge for your chapter with this interactive workshop as Prudential’s Mike Visconti expounds on “The 21 Irrefutable Laws of Leadership” by John Maxwell.
- So You Want to be President
Whether you’re the Membership Director, NexGen Director, Director at Large, President-Elect...if you’re on a chapter Board, you’re already a leader in your profession. How do you leverage that into the ultimate chapter leader position? Or, perhaps even further, into a position on the Advisory Council Executive Committee? Or the FPA Board of Directors?? Join this session for frank discussions from successful chapter presidents and FPA Board members, and network with your other ambitious peers!
- Adding Value, Planning for Success
How do you set your goals for your chapter? How do you determine your strategic objectives and set a path for success? Good Strategic Planning starts with a review of your chapter’s purpose, then ties your future goals back to that mission. Join FPA Chief Communications Officer Ben Lewis for a workshop on how to tailor FPA’s Value Proposition to your unique chapter, and then share best practices for running a planning session and crafting your chapter’s goals.
- Volunteering with Heart
Sponsored by the American Heart Association
For nearly 100 years, the American Heart Association (AHA) has operated as the largest voluntary organization in the country dedicated to fighting heart disease and stroke. With more than 40 million supporters and volunteers, the AHA is a relentless force for a world of longer, healthier lives for all. Learn from the AHA as they share tools and industry best practices to help you successfully grow your chapter and board in the areas of volunteer recruitment, management and engagement.
5:00pm – 6:30pm Welcome Reception Sponsored by Prudential (The Lake House)
Saturday, November 19
8:00am – 9:00am Breakfast (Westminster Ballroom)
9:00am – 10:30am General Session (Westminster Ballroom)
10:45am – 11:45am Conversations with FPA Staff
Ask your questions of FPA staff! Staff will be on site to discuss:
- Standardized Chart of Accounts
- Membership
- Chapter Guidelines
- Title Protection
- Value Proposition
- DEI
- FPA Committees
- Pro Bono
11:45am – 1:00pm Networking Lunch (Westminster Ballroom)
1:00pm – 2:00pm Concurrent Sessions: Operations, Part I
- Tell Me Where It Hurts
What’s keeping you up at night? What are your chapter’s pain points? Join others with your same and other concerns. Brainstorm solutions together.
- Membership Matters
Membership is the number one thing on everyone’s mind. What are your chapter’s membership goals? How do you create and execute a recruitment plan? How do you increase retention? You’ll leave this workshop with written goals for your chapter and a plan to achieve them in 2023.
- Come Together
There is nothing more critical to building the member experience than designing the right chapter event. Are you focused on social engagements? Continuing education? Symposia? Are you fully in-person or virtual--or a combination of both? Join this session to brainstorm with other chapters and leave with a plan for your chapter for 2023.
- Be More Social
Social media is everywhere these days—so your chapter should be too. How do you create an effective social media campaign? What platforms are most effective? What tools can you use that won’t break the bank? Join your peers to find solutions that work for you.
- Partnerships Attract
Is your chapter struggling to attract more sponsorship dollars? Hear from some chapters that have increased their partner revenues, and develop your own plan for 2023.
- NexGen & Tonics
How is your chapter identifying NexGen? Engaging them? Keeping them? Gather with other chapters and FPA NexGen staff to share new ideas and best practices. Cocktails not included.
2:00pm - 2:15pm Break
2:15pm – 3:15pm Partner Pairings (Westminster Ballroom)
Spend some one-on-one time with our CLC sponsors. Make connections, build relationships, and discover which partners have something to offer your chapter’s members. Appointments will be scheduled in advance by the FPA Chapter Services Team.
3:15pm – 3:30pm Break
3:30pm – 4:30pm Concurrent Sessions: Operations, Part II
Now that you’ve heard the speakers and panelists, let’s have some roundtable discussions with your peers to talk about what you learned and share ideas for what you’ll implement next year for your chapter.
- Tell Me Where It Hurts
- Membership Matters
- Come Together
- Be More Social
- Partnerships Attract
- NexGen & Tonics
6:30pm Closing Night: Chapter Champions (Legacy Ballroom)
Sunday, November 20
9:00am – 10:00am Breakfast and Networking (Westminster Ballroom)
10:00am – 11:00am Closing General Session/Adjourn (Westminster Ballroom)
