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Update on Chapter Accomplishments

Wednesday, October 01, 2014 9:14 AM | Brian Frederick

In the June President’s Message, I highlighted some of the wonderful work our Board was engaged in. Well, the Board of Directors of the FPA of Greater Phoenix continues to do fantastic work on behalf of our chapter and today I would like to share a few more updates with you.


I previously highlighted the launch of our newly designed chapter website which includes exciting new features. Today I am pleased to report that one of those features, our local job board, is up and running! We launched this job board in an effort to help connect our chapter members with new and exciting career possibilities. We have several positions already posted and I am sure many more to follow! The job board can be found at the following link: http://fpaogp.wildapricot.org/jobs. Also included at this link are instructions on how to submit an opportunity to be posted. Please take advantage of this exciting resource.

Public Relations

Our amazing Public Relations Director, Suzanne Muusers, has now successfully organized a “Money Makeover” series with Russ Wiles at the Arizona Republic. This is an amazing opportunity for a member of the community to receive pro bono financial planning advice from a local CFP® professional. Both are then featured in an article in the Arizona Republic highlighting their progress. To date, the AZ Republic has aired two such stories with two more in progress! This is great publicity for our chapter, the chapter members who participate and those receive the advice. Please take the opportunity to congratulate Suzanne on this big win for our chapter!

Lifelong Learning

We have had a very successful year of programming thus far with average meeting attendance of 76 and average speaker and program scores of 4.4 out of 5. And the program score for our annual symposium was 4.8 out of 5! We have had the privilege of hearing from top notch speakers such as Michael Kitces, Joe Duran, Dan Candura and Sameer Jain. These speaker and program scores reflect the dedication of our chapter to becoming the premier source of financial planning professional development and continuing education in the Valley. Many thanks go out to Robyn Gerke for her hard work as our Director of Lifelong Learning. We are looking forward to another great year!

This and much more is being done behind the scenes to make our chapter successful. I hope we all appreciate the work that is being done and take the time to recognize those serving.

Jason Miller CFP®

2014 Chapter President

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.
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