The General Circle and our Working Groups and Teams

Where the work of the chapter gets done...






Team Member Content Last Updated:

20230309 by MK


Group Leader/Team Leader:  Ramona Maior

2023 Board Liaison: William Cerynik, Colleen Hallinan, Murray Smith


Communications
Wanted:  Team Leader

Function:  My Ambitions SM Communications Campaign Manager

Wanted:  Community Firm In Kind Support

Function:  ISSUU Editor, Curator, Manager, Poster

Wanted:  Community Firm In Kind Support

Function:  Annual Editorial Calendar Master - Master Content Curator

Wanted:  Community Firm In Kind Support

Function:  Communications Assessment and Metrics Manager

Wanted:  Community Firm In Kind Support

Function: YouTube Editor, Curator, Poster

Wanted:  Community Firm In Kind Support

Function:  Webmaster

Wanted:  Volunteer Leadership or Community Firm In Kind Webmaster

Function:  Quarterly Action Update & Action Alerts:  Editor, Curator, Writer

Wanted:  Volunteer Leadership or Community Firm In Kind Support

Function: Community Conversations:  Host, Interviewer, Producer

Aaron Van Ommering

Function:  Partners Social Media Master/Curator

Wanted:  Volunteer Leadership

Function:  Twitter Editor, Curator, Poster

Virginia Asher

Function: Local News Gatherer, Curator, Editor, Poster

Lisa Stratton

Function:  Programming/Event Posting and Marketing, Confirmation

Lisa Binsfeld, Stephanie Weadock

Function:  Chapter Website Database:  Update/Manage

Marie Burns

Function: Facebook Editor, Curator, Poster

Laurel Frisby:  Wanted:  Volunteer Leadership

Function:  Linked In Editor, Curator, Poster

Laurel Frisby:  Wanted:  Volunteer Leadership:  Russ Bucklew?

Function: Instagram Editor, Curator, Poster


Function:  Partnership Event Posting/Event Calendar

Laurel Frisby

Function: Graphic Design:  Production and Support, Brand Standards

Lisa Binsfeld

Function:  Board of Directors and General Circle: Reporter

Function:  Reporters

Volunteers constantly scanning our community for NEWS and Updates

Function:  Job Board Curator/Editor and Poster

Wanted: Volunteer Leadership

Function: Photo Journalists, Videographers, and Image Capture

Wanted:  An army of community members sending great snaps of Financial Planners in action


Group Leader:  James McDougal

2023 Board Liaison:    Thomas Rindahl, Matt Miller, Howard Hill, Carla Boyd

Membership
Adam Brooks, CFP (R) and Matt Cherry CFP (R) - by 6/30/23

Aim: Understand what members and potential members most want and value from FPA locally and nationally. Seek options that fulfill value to as many identified wants as the chapter has the capacity to deliver well. Prioritize.

NexGen

Lillian Turner

Aim:  Support new or young financial planning professionals by successfully connecting them to the existing professional community and industry.

Partnership
Matt Miller 

Aim: Identify, develop and nurture Win Win Win relationships from a diverse set of industry stakeholders.  Shift mindsets toward investing in the chapter as a powerful force capable of raising the lake for all industry stakeholders in Arizona in the future.

Professional Relations
Barbara Micheletti

Aim: Amplify our ability to connect to our broader professional community and our general public by building strong organization to organization relationships.  Filter and discern for each relationship the level of connection and expected outcomes.

Emphasis:  Non Profit Organizations

Community Relations

Barbara Micheletti

Aim: Amplify our ability to connect to our broader professional community and our general public by building strong organization to organization relationships.  Filter and discern for each relationship the level of connection and expected outcomes.

Emphasis:  For Profit Corporations


Group Leader:  open

2023 Board Liaison:  Drake Qualls

Advocacy
Matt Benson, CFP(R)

Aim: Develop trusted professional relationships with Legislators and Regulators. Position FPAGP as a proactive influencer and communicator regarding relevant financial planning issues. Connect local, regional and national volunteers and staff to a unified voice with agreed upon positions and messaging.

Pro Bono
   

Aim: Extend 1:1 Personal Financial Planning from CFP(R) professionals into the greater community.  Appropriately and effectively connect our volunteers to citizens who can benefit from Pro Bono service by moving them toward sustainable financial freedom.

Public Awareness (MoneyW!se)
Michael Fischer, CFP(R) and

Jason Parker, CFP

Aim:  Ignite general public awareness of the financial planning profession. Position the profession as a critical pillar of what is required to live a successful life.  Provide education to the general public on topics relevant to financial literacy.  Expand professional financial planners' communications skills.

Financial Literacy Initiative

Drake Qualls


Aim:  Ignite general public awareness of the financial planning profession. Position the profession as a critical pillar of what is required to live a successful life.  Provide education to the general public on topics relevant to financial literacy.  Expand professional financial planners' communications skills.

Career Hub


Aim:  Build, Promote, and Nurture an innovative Career Hub within the chapters' Linked In page and group.  

Vision:

  • A unique central online platform for financial planning career connection resources.
  • Connects and matches financial planners and planning organizations in any career ambition lifecycle stage (looking to find a job, build a team, merge, or develop internal or external succession) with each other or with the resources they need.
  • Streamlines the matching process by standardizing screening criteria, and enforcing a common language for industry terminology.
  • Ultimately, with metasearch technology, it aggregates the opportunity-candidate universe.


Group Leader:  Brian Trouette

2023 Board Liaison:  Steve Syrmopoulos, Dan Van Dusen


Lifelong Learning/Continuing Education


Aim:  Develop a series of high quality chapter produced continuing education events relevant to CFP(R) and associated professionals. Provide meaningful opportunities to increase understanding and competence in the core Job Task Domains and Principle Knowledge topics the industry has identified for financial planning professionals. Understand and support Adult Learning.   Provide valuable learning options across different meeting types and formats (eg: in person, virtual, hybrid).


Leadership Development/Professional Advancement


Aim: Leverage Chapter Leadership positions and purposeful chapter produced professional development programming to uncover and nurture leadership talent in our community. Provide meaningful opportunities to increase business ownership/ management, and interpersonal leadership skills relevant to practice management, compliance, and broader industry needs. Increase the odds of operating as successful financial planning professionals. 


Program Calendering


Aim: Plan and support chapter community activity with a target of 3 out of every 4 weeks of each month. Complete planning no less than 6 months ahead. Scan the activities of the Board of Directors and each Working Group and Team to identify optimal programming opportunities and community connection options. Position chapter community showcases during the most relevant time of year, giving each Working Group and Team ample time and support to host their successful gatherings.

Learning Hub


Aim: Elevate the profession of financial planning by elevating the delivery of interactive, experiential and relevant Adult learning options for Arizona financial planning professionals.  Educate community members on Learning Hub meeting formats, professional delivery toolkits, and useful program planning checklists.  Coach and nurture community professionals as they become proficient at delivering content in engaging, fun, learner centric ways.  Support Partner CEvent planning for interactive options within their continuing education topic and course options.

Aim: Elevate the profession of financial planning by elevating the delivery of interactive, experiential and relevant Adult learning options for Arizona financial planning professionals.  Educate community members on Learning Hub meeting formats, professional delivery toolkits, and useful program planning checklists.  Coach and nurture community professionals as they become proficient at delivering content in engaging, fun, learner centric ways.  Support Partner CEvent planning for interactive options within their continuing education topic and course options.

Compliance Hub


Aim: Elevate the profession of financial planning by enhancing the required /mandatory courses and compliance documentation required of competent and ethical financial planners. Explore interactive, experiential and relevant Adult learning options for Arizona financial planning ethics mandates.  Educate community members on Learning Hub meeting formats, professional delivery toolkits, and useful program planning checklists for their own ethical and compliance program planning. Make fun ethics courses available widely and easily to fellow chapters, industry associations, and chapter partners.  Reduce compliance headaches and burdens by bringing collective intellect and talent into solutions forums.  Provide entry tools to professionals seeking to become CFP(R)s.

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed


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PO Box 4130 Scottsdale AZ 85261


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The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.