Director:
Lynsey Wallin

Committee Members:
Del Cerney, Craig Dahl, Christine Ebert, Joel Johnson, Pete Ludwig, and Jerry Patterson

Goal:
Increase new members by 15%: 128 new members.  As of 12/31/09, there are 763 members in the MN Chapter. (Year 2009: 74 new members; Year 2008: 114 new members; Year 2007: 97 new members; Year 2006: 120 new members; Year 2005: 100 new members; Year 2004: 105 new members)

Fostering Trust:

• Use open communication to help energize and integrate strategies, be action-oriented when implementing them and be accountable to the public, our members and the community.
• Empower committee members with specific responsibilities and monitor accountability on an ongoing basis.
• Project enthusiasm, passion and excitement. Have regular in-person meetings. Spend time getting to know each other personally.
• Stick to a working plan.

Vision:
Proactively and effectively communicate the benefits of FPA membership to the Minnesota financial planning community with the intent to increase membership.

Developing Strategies: (See Team Leadership Manual for details.)

• Develop plan of work (Chair and Committee)
  • Incorporate Roadmap to Success
  • Work with committee members to allocate duties
  • Monitor progress at monthly committee meetings
• Committee growth (Chair and Committee)
  • Proactively invite chapter members to join committee
• Energize committee members (Chair and Committee)
  • Develop job descriptions for committee members, including vice-chair
  • Identify strengths and interests of committee members
  • Recognize active committee members on website, in newsletters, at meetings, etc.
• Hold Committee Meetings (Chair and Committee)
  • Monthly meetings with agendas
  • Have committee members report on progress on their actions
  • Update committee on FPA MN and National's initiatives
• Membership Growth: 15% - 114 new members
  • Monthly monitoring of tactical efforts
  • Activate current members to get non-members to join
  • Invite non-members from FPA MN database and local wire houses to attend meetings
  • Promote Member-Get-A-Member Campaign
  • Educate current members on how to refer a member to FPA MN
  • Coordinate and schedule staffing for non-member registration table at monthly meetings for distribution and communication on member benefits
  • Coordinate and schedule staffing for membership booth at annual symposium
  • Call first-time attendees from each chapter meeting
  • Have committee members speak at chapter meetings about new incentives and membership activities
  • Monthly newsletter submissions
  • Continually develop new recruitment strategies (possibilities could be a reception after CFP exam, free members-only meetings or local recruitment campaigns)
• New Member Reception
  • Determine date and book New Member Reception
  • Collaborate with Board of Directors and plan for new member reception
  • Have all directors speak about their committee and encourage new members to join committees
• Committee Webpage
  • Ensure content accuracy
  • Review and update content
• Roadmap to Success
  • Complete Membership Committee portion of Roadmap to Success submission
  • Determine what activities could qualify for an Outstanding Achievement Award and complete report
• 2011 Strategic Planning
  • Create draft Strategic Plan and attend Strategic Planning Meeting along with all committee members

Energizing Alliances: