SYMPOSIUM COMMITTEE - Year 2010

For detailed Symposium information, click here.

Director:
Charles Buck

Vice Director:
Julieann Schroeder

Committee Members:
John Bergstrom; Dana Brewer; Bob Callahan; Jack Hinz; Craig Jergenson; Joe Larkin; Pete Ludwig; Julieann Schroeder and Laura Seymour

Fostering Trust:
Open communication lines between committee and our members to enhance our program through their feedback. Provide regular updates and seek support from our Board of Directors. Attend scheduled committee meetings, complete assignments within agreed upon timeframe.

Vision:
To provide educational enrichment and foster relationships that will enhance our members’ personal and professional growth.

Developing Strategies:

• Lock in dates and secure facilities
  
• • Measured by signed contract and deposit
    
  • Anticipated completion time - January 6
    
• Review Evaluations to gather ideas and suggestions
  • Anticipated completion time - January
  • Fit in 5 year plan - There is such great momentum from all the good work in past years, it is critical that we strive to make each one better and bigger to capitalize on this momentum and build the goodwill and awareness of FPA of MN
    
• Develop an exciting program with top notch speakers
  
  • Outline a 2010 program based on the top 10 desired topics from Membership - December 1, 2009
  • Finalize program and pick speakers and alternates - February 3
  • Measured by alignment with desired topics of 2009 Symposium survey
  • Measured by having tentative topic/speaker agenda with all speakers confirmed
  • Measured by great attendee feedback
• Finalize and launch marketing and promotion plan
  
  • Anticipated completion time - March 31
    
  • Assign committee members a month to write an article for the newsletter about their speaker
  • Article for the MSU Certificate of Financial Planning Newsletter, Summer and Fall 2010
  • Big Company promotion
  • Measured by having attendance of 450
    
  • Benchmarks: published in industry magazines, local related professional magazines; other associations; large local firms
• Partner support increased by retuning participants, word of mouth and solicitation by FPA Board & Committee members
  • Devised a new plan to encourage visits to partners
  • Anticipated completion time - April 30
  • Measured by comments from partners/exhibitors that this is the event to be at and they are returning next year
  • 45 booths sold
• Recruit 2011 committee members and director
  • Anticipated completion time - September 30
  • Measured by committee maintaining 10 - all active and involved
• Assign task leaders for each major component of the event
  • Anticipated completion time - September 1
  • Measured by making sure everything is covered: Logistics-food/beverage/set-up; Speaker Hosts; Partners; Exhibitors; Marketing; PR; Event Operations; Technology

Engergizing Alliances and Measuring Results:
Work with other committees to execute and promote 2010 Symposium

• Anticipated completion time - October 20
• PR Committee to promote within the financial planning community
• Career Development to present "Financial Essentials" program and bring in 10 scholarship recipients
• Partners and Partnership Committee to sponsor lunches, reception and breakout sessions

Measuring Results:
Listed above within strategies