Membership Committee

Description, tasks, wish list/needs, volunteer roles, current initiatives, etc...


The Membership Committee is seeking 5-6 members who are responsible for recruiting new members and retaining existing members. We do this by:

  • Making monthly calls to renewing members and prospective members
  • Hosting New Member breakfasts
  • Attending the chapter meetings to visit with members and prospective members
  • Welcoming New Members and Guests at chapter events
  • Working with administrative support to streamline the membership join and renew processes with FPA and our local chapter
  • Developing other opportunities throughout the year to reach the financial planning community
 2016 Chair:   Jeffrey Evanello
 Progress toward Goals:
 Total Membership number/date
 Active Committee members:

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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