SYMPOSIUM COMMITTEE - Year 2011

For detailed Symposium information, click here.

Director:
Julieann Schroeder

Committee Members:
John Bergstrom; Charles Buck; Dana Brewer; Bob Callahan; Jack Hinz; Rachel Infante; Craig Jergenson; Joe Larkin; Pete Ludwig; and Laura Seymour

Fostering Trust:
Open communication lines between committee and FPA MN members to enhance the symposium agenda based upon the feedback received from evaluations. Provide ongoing progress and updates monthly to the Board of Directors and enlist their support and feedback. Attend scheduled committee meetings and complete tasks and assignments within agreed upon time schedule.

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

Developing Strategies and Measuring Results:

• Annual Symposium - secure facility and dates for event
• Sympoisum event budget - January meeting
• Review evaluations to gather ideas, suggestions and plan accordingly
• Develop an enticing program with nationally renowned speakers
• Finalize and launch marketing and promotion plan
• Partner support increased by returning participants, word of mouth and solicitation by FPA Board & Committee members - Partnership Committee
• Recruit 2012 director position, committee members and event volunteers
• Assign task leaders for each major component of the event

Engergizing Alliances and Measuring Results:

• Work in harmony with other FPA MN committees to execute and promote 2011 Symposium
• Anticipated completion time - October 20
• PR Committee to promote within the financial planning community and use social media to advertise event
• Career Development to present "Financial Essentials" program and bring in 10 scholarship applicants
• Partnership Committee - encourage and solicit partners to not only sponsor booth, but consider sponsorship of a lunch, 1st day reception, or snacks/beverages during breaks.
• Membership Committee - booth at event to promote FPA MN membership, encourage every Symposium committee member to recruit one new member to FPA MN and then mentor that new member
• Programs Committee - communicate regularly with chair of this committee to share ideas about hot topics, monthly meeting evaluations, etc.

Measuring Results:
Listed above within strategies

View the Team Leadership Manual for detailed strategies, tactics, and measuring guidelines.