GOVERNMENT RELATIONS/ETHICS COMMITTEE - 2008

Fostering Trust - We will foster trust by:

• Clear and open communications
• A detailed understanding of roles and expectations
• A commitment to follow-through on expectations; and
• Development of meaningful relationships between members.

Creating the Shared Vision:

• Help our members build and maintain a practice based on strong professional and ethical standards
• Communicate effectively with all of our constituents; and
• Influence legislation that affects the interests of our members and their constituencies.

Developing Strategies & Initiatives:

• Define newsletter engagement to include updates in monthly FPA MN newsletter and FP case study learnings 2 x per year (Mike Shovein and Keith Loveland)
• Offer 2 Ethics' courses per year (Mike Shovein and Keith Loveland)
• Identify and develop relationships with key authors of financial literacy bill to promote adoption of a financial literacy course as a MN high school graduation requirement (Mike Shovein, Keith Loveland, Richard Gluck, Toy Ward)
• Research upcoming taxation bills and provide proactive information to members on potential impact (Steve Fischer, Jennifer Ragborg)
• Add two new committee members through active recruitment at monthly FPA meetings, new member receptions and enhancements to information on FPA MN site (All committee members)
• Develop a succession plan for new committee director in 2009 (Mike Shovein)
• Maintain roster of committee members and implement two facetime social events per year (Jennifer Ragborg, Toy Ward)

Energizing Alliances:

• Education/Programs Committee -
  • What do we want? Link timing of newsletter article with speaker on taxation issues
  • What do they want? Reinforcement of key program messages
• Financial Literacy Committee -
  • What do we want? Collaborate with key stakeholders who have a stake in the financial literacy issue
  • What do they want? Assistance in development of a comprehensive plan for enhancing financial literacy

Activating Transformations:

• Each strategy assigned to a specific committee member to promote ownership and assure that goals are accomplished
• Quarterly meetings structured to assess progress toward meeting specific goals

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Library - Attachments:
• Legislative Model Letter - Initial Contact to be a resource
• Alternative Minimum Tax Information Summary - HR2643/S-2683 or HR2929/S-2701
• Alternative Minimum Tax Sample Letter to Legislators