PROFESSIONAL ISSUES COMMITTEE - 2012

Fostering Trust - We will foster trust by:

• Providing clear, concise language in our interpretations with chapter members
• Maintaining the utmost integrity in our own business practices; our own practice management must be beyond reproach if we are to be the embodiment of regulatory knowledge
• Recognizing that we as a committee may not always agree on an issue or share identical opinions, but we also recognize our individual opinions mean greater diversity and a greater, broader vision.  We recognize each other's opinions cannot be right or wrong, but we recognize them as a conviction towards professionalism

Creating the Shared Vision - Our vision is to:

• Take action to further promote the 'profession' of financial planning and communicate to chapter members the current and proposed regulatory issues surrounding our profession
• Reiterate and reinforce the fact that the Professional Issues Committee represents the chapter's single point of contact for expertise in regulatory issues and changes
• Author position papers, visit legislators, interpret regulatory environment and supporting the initiatives of FPA national

Developing Strategies & Initiatives:

• Positioning the committee as professional body of knowledge for items pertinent to regulatory landscape
• Disseminate information from various sources and relay that to our chapter board and members
• Add new committee members
• Explore our meaning of 'profession' and steer our efforts towards replicating other occupation's paths
• Explore responsibilities and proper stewardship as financial planners and fiduciaries

Energizing Alliances:

• Financial Literacy & Stability and Public Relations Committees -
• • What do we want? Dovetail work with Financial Literacy programs with legislators
• Pro Bono Committee -
  • What do we want? Support initiatives of Pro Bono Committee by also relaying this feature to legislators
  • What do they want? Promote financial planning to the general public and address sectors of economy usually not services. Promotes financial planning legislative scope
• Other professions:  CPAs, JDs, CIMA, LCSW, OTs, MDs, etc. -
  • What do we want? Explore opportunities to parallel their transitions/recognition to and as professionals
  • What do they want? TBD (there may be circumstances which enhance/assist both professions
• FPA National Professional Issues/Governmental Relations -
  • To support the FPA National directives and initiatives and to be a recognized resource with whom they can consult on future/pending issues and positions
  • State chapters to act in capacity of spokes of the FPA National 'hub'; support and relay the FPA National's position

Activating Transformations:

• Addition of committee members (focus on addition of new BD-supported members
• Meetings with legislators
• Social media outlets (LinkedIn, FPA Connect, FPA National alliances)

Measuring Progress, Achieving Results, and Resetting the Vision

• Monthly Newsletters/Articles
• FPA Connect - peer engagement
• Legislative meeting agenda/calendar

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