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FPA of Greater Phoenix Board Orientation

  • Friday, April 17, 2015
  • 7:00 AM - 11:00 AM
  • Versant Capital Management, Inc.: 2390 E Camelback #425


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               FPA of Greater Phoenix Board Orientation

The FPA Board Orientation is set for this Friday, April 17th,

from 7 am to 11 am.  Here is planned agenda. 


We are covering a huge amount of material in 4 hours. 

In the interest of time, we will not be covering materials already covered in the FPA leadership trainings videos,

but will be referencing them.  If you have time to view just one, the most directly relevant to the orientation is the managing legal risk video.


If you’ve not yet viewed the FPA leadership training and managing risk trainings, here are the links:

  i.      https://www.onefpa.org/MyFPA/MyChapter /Pages/LeadershipTraining.aspx
         1.       Take the leadership System Training VLC
                 recording:  100 minutes

               a.       Leadership Attributes
Taking an active role in achieving

Transforming people and

Selling your ideas to others

Leadership Principals:  8 doctrines
          2.       Managing Legal Risk recording 60 minutes

If you have not yet taken the board member survey, relative to our collective board experience, here is the survey link.  The purpose of this survey is to help me know where to place the greatest emphasis on filling in gaps and supplying references for our team’s use post Friday, but the results will be of interest to you all as well.


We will be meeting in the offices of Versant Capital Management, thank you Erin. The folks at Arizona Community Foundation don’t come to work this early in the morning!


2390 East Camelback Road, Suite 425
Phoenix, AZ 85016-3452

Phone: 602.635.3760 | Toll Free: 866.303.2347 | Facsimile: 602.926.2633


Public parking is in a central garage, behind the office buildings in the Esplanade.  I would anticipate planning on paying for your own parking.


We are arranging for a continental breakfast spread from Paradise Bakery; bagels, fruit, assorted muffins, and yogurt.  Coffee, Water and OJ.  I will be adding some salmon, capers, and other protein options into the mix.

of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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