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2017FPA Chapter Officer Fact Sheet

Due Date:Thursday, December 15, 2016

Chapter Name:

FPA of______

Chapter Executive(Paid staff such as: Chapter Administrator, Executive Director):

Full Name:

Address:

City/State/Zip:

Office Phone:

Fax Number:

E-mail:

Chapter Website URL:

Chapter Executive Alternate Address: (If a PO Box is the primary address, provide a street address also. FedEx and UPS will not deliver to PO Boxes.)

Address:

City/State/Zip:

Please indicate which individual at the chapter will be responsible for receiving the chapter reimbursement paperwork. Every chapter must identify someone for this position. This person must be an FPA member in good standing or paid staff person for the chapter.

Full Name:

Chapter Officers/Directors List

This information is used to ensure that all chapter officers have access to: FPA Connect communities for chapter leaders, resources for chapter leaders on OneFPA.org and that they receive all relevant communications for chapter leaders.

Instructions:

Fill out the name of the member who will be filling that position for 2017. For additional and/or “non-standard” positions, please add them to the list as you see appropriate. You do not have to have someone for every position identified on this list. The positions that are required will have * next to them. It is important that you put both the member’s full name and member ID so we can locate the correct member in the database. Incomplete or erroneous member information will cause delays in processing fact sheets.

Please use the Chapter Reports access to update your chapter officer contact information(if necessary).You can make these updates at

Please also be sure that all officers are active paid members in good standing, as required by your chapter bylaws.

*Chairman / Past President (2016 President):
Full Name:
Member ID: / *President (Person holding office in 2017):
Full Name:
Member ID:
*President Elect (President in 2018):
Full Name:
Member ID: / *Secretary:
Full Name:
Member ID:
*Treasurer:
Full Name:
Member ID: / Membership Director:
Full Name:
Member ID:
Program Director:
Full Name:
Member ID: / Education Director:
Full Name:
Member ID:
Public Awareness Director:
Full Name:
Member ID: / Public Relations Director:
Full Name:
Member ID:
Financial Planning Week Director:
Full Name:
Member ID: / Junior Achievement Coordinator:
Full Name:
Member ID:
Advocacy Director (Government Relations):
Full Name:
Member ID: / Director of Special Events:
Full Name:
Member ID:
Corporate Relations/Partnership Director:
Full Name:
Member ID: / Pro Bono Director:
Full Name:
Member ID:
Career Development Director:
Full Name:
Member ID: / Director of Technology/Web site:
Full Name:
Member ID:
Director of Student Relations:
Full Name:
Member ID: / Director of NexGen
Full Name:
Member ID:
Director of…. (please insert name of additional officer positions if applicable)
Full Name:
FPA Member ID#: / Director of…. (please insert name of additional officer positions if applicable)
Full Name:
FPA Member ID#:
Director of…. (please insert name of additional officer positions if applicable)
Full Name:
FPA Member ID#: / Director of…. (please insert name of additional officer positions if applicable)
Full Name:
FPA Member ID#:
Director of…. (please insert name of additional officer positions if applicable)
Full Name:
FPA Member ID#: / Director of…. (please insert name of additional officer positions if applicable)
Full Name:
FPA Member ID#:
Director of…. (please insert name of additional officer positions if applicable)
Full Name:
FPA Member ID#: / Director of…. (please insert name of additional officer positions if applicable)
Full Name:
FPA Member ID#:

Chapter Events Calendar:

Please provide the dates for chapter regional symposiums, annual conferences and other chapter specific events planned in 2017:

  1. Regional Symposium/Annual Conference Title(s) and Date(s)
  2. Title:
  3. Date:
  4. Primary Contact:
  5. Primary Contact Phone Number:
  6. Primary Contact E-mail Address:
  1. 2016-2017 Strategic Planning Meeting(s)
  2. Date:
  3. Date:
  1. Chapter Meeting Schedule (Examples include: Chapter meetings are the 2nd Tuesday of every month, or January 12, 2017, February 9, 2017, etc.)
  2. Schedule:
  1. Additional Comments or Information
  2. Comments:

Chapter Reports(chapter membership information)Access List for 2017

Full Access: (allows individuals access to all reports as well as rights to update member contact information in the database. Please note: that a maximum of two individuals, including chapter staff,will be allowed full access.)

  1. Name:
  1. Name:

Read Only Access: (allows individuals access to all reports but no rights to update member contact information. Please note: there is no restriction on the number of chapter officers with read only access.) If you wish to grant access to individuals not on the board, please be sure to include the individual’s full name and member ID.

  1. Name:
  1. Name:
  1. Name:
  1. Name:
  1. Name:
  1. Name:
  1. Name:

FPA 2016 Officer Fact Sheets must be received by December 15, 2016. Note: submissions will be processed on a first come/first entered basis.

Please return this form to