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Volunteer with FPA of Puget Sound

We want your expertise! Sign-up as a FPA of Puget Sound Committee Volunteer!

FPA of Puget Sound’s goal is to explore ‘cutting-edge’ practices…so participating in our committees is more than just a volunteer activity, it’s an education!  We also hope to operate with fewer face-to-face meetings, and using technology to link us and allow broader participation.  If you’re interested in participating on a FPA of Puget Sound committee, please contact us at [email protected].

Below is our list of committees:

Membership

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PR/Marketing

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 admin team to send out additional one-off emails to members around upcoming events.

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Pro Bono

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Programs

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. We also have opportunities for Sponsors to speak if they sign up for an Annual Sponsorship. Serving on this committee you will work with the Programs Director on the following:

  • Set meeting schedule
  • Work with FPA Puget Sound Office to secure venue (if in-person) or 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, intro of speakers
  • Manage CE login sheet

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Sponsorship

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Symposium

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. Serving on this committee you will work with the Symposium Director on the following:

  • Recruit and lead Symposium Committee
    • Bi-Weekly virtual meetings September-March
  • Generate presentation topics / schedule
  • Recruit speakers
  • Logistics with the FPA Puget Sound Office
    • Venue
    • Speaker contracts
    • CE collection / approval
    • Marketing plan
  • Coordinate with Sponsorship Director and FPA Puget Sound Office to ensure sponsors benefits are fulfilled 
  • Arrange day of volunteers
    • Room monitors / intros for speakers
    • Schedule

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