Volunteer with FPA of Puget Sound

Sign-up as a FPA of Puget Sound Volunteer!

Your expertise is needed!

FPA of Puget Sound’s goal is to explore "cutting-edge" practices. Participating in our committees is more than just a volunteer activity, it is an education! In the coming years, we are hoping to operate with fewer face-to-face meetings and we are hoping to embrace technology to help connect local planners and allow for broader participation. If you’re interested in participating on a FPA of Puget Sound committee or on the Board of Directors, please contact us at [email protected].

I am Interested

Below is our list of committees:

Treasurer
Membership
PR/Marketing
Pro Bono
Programs
Sponsorship
Symposium

Finance Committee/Treasurer

Treasurer Position (Open):

Volunteer Cycle: January 2022 – March 2023
Time Commitment: 3-4 hours per month
Description: We are looking for a volunteer to be a Board Member and to take on the role of association treasurer. This position entails a full orientation on responsibilities.
Duties:

Attend Board meetings
Approve of payment requests as a secondary after the Association Executive
Help determine the association budget

Membership Committee

Membership is the foundation of our Association and the Membership Chair is responsible for keeping the connection between National and our Chapter. Below are other duties of not only the chair but the committee:

Coordinate new member welcome/orientation
Organize an annual New Member Reception each spring
Encourage member participation within the organization to support member retention
Develop, coordinate, and promote FPA membership initiatives within the organization to build the organization.
Support other Chapter committees and their initiatives, coordinating efforts as needed.
Develop Communities of Interest within the Chapter to support sharing of best practices and networking opportunities.
Review and promote member benefits that add value to chapter membership
Work with other board members and officers in developing chapter strategies and support current plan of action.
Attend board meetings, support the efforts of other board members, and attend chapter meetings and activities.
Attend chapter regional conference

PR/Marketing Committee

The FPA PR/Marketing committee is in charge of promoting the FPA and our chapter to financial planners in the area including those who are already members and those who have not yet joined. There are a number of channels we use in our communication including Linked In, the monthly newsflash that goes out to members, and our chapter website. Serving on this committee you will work with the PR/Marketing Director on the following:

Posting upcoming events, interesting articles, important announcements on Linked In
Reviewing/revising the monthly newsletter before it goes out
Periodically reviewing the FPA of Puget Sound's chapter page for necessary updates
Partnering with the Seattle Times in recruiting local planners to help them with their monthly financial plans
Work with the admin team to send out additional one-off emails to members around upcoming events.

Pro Bono Committee

Financial planning is a profession founded on hope and optimism, and the FPA is committed to Changing Tomorrows™ by ensuring that the possibility of a brighter future is readily available to all who need these services but cannot afford or access them. Our pro bono committee connects passionate financial planning practitioners to individuals, families, and communities in need.

Volunteering as a financial planning practitioner for our partnering organizations. Each pro-bono consultation will be for a pre-determined duration of service.
Looking for opportunities to partner with non-profit organizations that meet FPA’s mission in helping reach families in need
Recruiting additional volunteers to provide pro-bono financial planning services
Posting upcoming events, interesting articles, important announcements on LinkedIn

If you are interested in participating in Pro Bono work review our Pro Bono & Community Outreach page.

Programs Committee

FPA of Puget Sound offers three educational programs a year outside of our yearly Symposium. One program out of the three will be focused on ethics. Generally, our programs take place in May, September, and October of each year and offer 1-2 hours of CFP credit.

Program Director Position (Open):

Volunteer Cycle: January 2022 – March 2023
Time Commitment: 3-5 hours per month
Description: We are looking for someone who has a network of potential presenters who are willing to volunteer their time for valuable and relevant CFP approved programs.
Duties:

Set meeting schedule
Work with FPA Puget Sound Office to secure the venue (if in-person) or virtual platform, such as Zoom
Program theme / topics
Recruit speakers (outside of any sponsors)

Work with Sponsorship Director to recruit sponsor speakers

Speaker / Meeting logistics

Day of preferences
Script
CFP information

Day of coordination with the FPA Puget Sound Office
Host of meeting: Welcome, introduce speakers
Manage CE login sheet

Sponsorship Committee

Sponsor Director Position (Open):

Volunteer Cycle: January 2022 – March 2023
Time Commitment: 3-5 hours per month
Description: We are looking for someone who has is energetic and willing to connect with a long list of local and national companies to help solicit sponsorships for the association.
Duties:

Help solicit potential sponsors for annual and symposium opportunities
Help prepare the annual prospectus.

Symposium Committee

FPA of Puget Sound offers one yearly Symposium. Generally, our Symposium takes place in March and offers 6 hours of CFP credit. We also have opportunities for Sponsors to offer speakers if they sign up for a Speaker Sponsorship.

Symposium Director Position (Open):

Volunteer Cycle: January 2022 – March 2023
Time Commitment: 6-8 hours per month.
Description: We are looking for someone who has a network of potential presenters who are willing to volunteer their time for valuable and relevant CFP approved programs.
Duties: