Do 1 Thing

 

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Get Inspired… Get Involved… Join a Committee

 


The Financial Planning Association recently launched a campaign designed to encourage members to get involved with their local chapter or at the national level.  The idea behind that campaign is that 'One Thing Leads to Another'.  If members get involved, they can make a difference!  With over 500 members in the San Francisco Chapter, if we all just did ONE THING, imagine the impact we could have on shaping our profession!


Its easy to get invovled and doesn't have to take a lot of time.  Below are some of the FPA San Francisco Committees that would welcome your help….


Career Development: Be a mentor; reach out to students; encourage new financial planning professionals.

  • Visit our local CFP program classes at GGU, SFSU or UCB to educate students about the FPA
  • Mentor one new planner for six months
  • Volunteer to be a speaker for the New Practice Discussion Group
  • Help coordinate a study group for students
  • Host a student breakfast meeting at your office and introduce them to your firm


Public Relations: Elevate public awareness; promote financial literacy.

  • Volunteer to contact local media to promote FPA SF events
  • Help reach out to the community and raise awareness of the FPA and the benefits of financial planning to the community
  • Assist in advertising FPA SF events to your community
  • Volunteer to be a speaker for local events

 

Pro Bono:  Give back to your community.

  • Volunteer for an FPA SF sponsored project or event such as leading an EARN Financial Skills workshop
  • Create and deliver your own pro bono financial planning service to individuals in need or through an organization that you wish to support.
  • Participate in Junior Achievement Day at a local school
  • Volunteer for the Job Corps Program to help Bay Area youth learn basic money management

 

Member Communications: Sharpen your communication skills; engage members in the FPA SF.

  • Assist with website updates
  • Contribute an article to the newsletter
  • Participate in our member surveys
  • Provide feedback on how we can improve communications to members


Membership: Increase Chapter membership.

  • Volunteer to help with our social events for members
  • Participate in the Member Match Initiative and ‘host’ a new member at one meeting
  • Make telephone calls to welcome new members
  • Participate in a member orientation
  • Invite new professionals to one of our chapter meetings

 

Financial Services Alliances: Create alliances with other local professional financial associations.

  • Participate in a monthly Financial Services Alliance meeting with other Bay Area financial associations
  • Update the FPA SF website with highlighted meetings of partner organizations
  • Assist with communication to partner organizations about FPA SF events

 

Programs:  Assist with FPA SF monthly meetings.

  • Suggest topics and speakers for educational programs
  • Reach out to an author or speaker who has stimulated your professional thinking
  • Review and critique a potential speakers’ presentation in your area of expertise


Sponsorships:  Help the FPA SF secure new sponsors.

  • Educate yourself on FPA SF sponsorship opportunities
  • Suggest an FPA SF sponsorship to a trusted vendor or service provider you work with
  • Assist in contacting potential sponsors
  • Volunteer to help with the sponsorship process (material creation, follow up, coordination with other committees)



For more information on getting involved, you can contact the specific Committee Director or the FPA SF Volunteer Coordinator.