To assist new members in taking advantage of the professional opportunities available within the San Francisco FPA Chapter, a new initiative called the Member Match has been created. If you have questions, feel free to contact iam@iamadvisors.com.
Initiative Overview The Membership Committee will ask existing FPA SF members to “host” a new member. New members will be coordinated with Hosts to participate in the program. Hosts and new members will participate in the program for 3 months. Hosts and new members will meet informally at Chapter meetings, sharing background and experience, and chatting with other members. It is recommended that Hosts and new members sit together at lunch as well, to build a stronger professional relationship. Hosts and new members may also wish to meet once or twice outside of the Chapter meeting to engage in deeper discussion of the profession.
Role and Responsibilities of the Host Meet your matched new member and welcome them to FPA SF. Attend all three Chapter meetings with your matched new member. Describe the chapter, its functions, and opportunities for involvement to the new member. Answer questions and refer the new member to various sources for further information. Introduce the new member to other current members.
Role and Responsibilities of the New Member Meet your Host. Attend all three Chapter meetings with your host. Ask questions about the FPA and the SF Chapter and get involved in other Chapter activities.
Role and Responsibilities of the Match Coordinator Contact current members and get Host commitments. Contact new members to participate in the program. Help Match participants and introduce Hosts and new members. Follow up with Hosts and new members.
Role and Responsibilities of the Program Director
Ensure that the Match process is running smoothly. Follow up with Match Coordinators to take feedback and initiate program improvements. Get commitments from existing members to host new members.
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