2015 Pro Bono - Six Step Plan of Work

Committee Director: San Asato [email protected] Members: Vice: Chris Davis [email protected] Dale Acton Jake Chaya Chris Davis Robert Estes Steve Gilbertson Melanie Hardie Anders Haugen Cally Ingebritson Kevin Kuenster Thomas Lee Kathleen Mauer-Tonn Michael Metzger Amanda Moore Tiffany Rovaina Lauri Salverda John Schwalbach Ingrid Strauss Colin Watkins Christopher Yard

FOSTERING TRUST

We will foster trust by…

 Actively participating in committee meetings, a combination of phone and in-person meetings  Taking on commitments central to the mission of the group  Following through on the commitments we make in the timeframe established and reporting our progress to the group  Encouraging open dialogue and providing, soliciting, and receiving honest feedback  Being supportive of the various projects and empathetic about the unique Pro Bono passions of each committee member

CREATING VISION

Our vision is to…

 Fulfill the Mission and Vision of our chapter: o The Financial Planning Association of Minnesota champions the value of the financial planning process and advances the financial planning profession with the CFP mark as its cornerstone. o Our primary aim is to benefit the public by helping to ensure that financial planning is delivered through proficient, ethical financial planners. o The FPA aim is achieved through its objectives: . Foster the success of competent, committed and ethical members; . Define and effectively communicate a common understanding of the discipline of personal financial planning and the many benefits of its use; . Build and grow the organization by bringing together those who champion the financial planning process with a shared vision; . Provide educational and networking opportunities to assist members in their efforts to achieve personal and professional fulfillment; . Unify the voice, focus and resources of the financial planning community; and . Advance brand awareness for professional financial planners, building the CFP certification as the hallmark of the brand.  We will do so by serving our communities through our profession.  Through service and action: demonstrate to the community at-large and community based organizations (CBOs) that FPA is the Heart of Financial Planning  Be a liaison between the Pro Bono Volunteers of FPA-MN and pro bono clients in need of sound financial planning consultation and education.  Coordinate with other FPA-MN committees to better serve our members and CBOs affiliated with our members, their pro bono clients, and other pro bono clients through one-on-one engagements.  Develop programs that meet the goals of our CBOs to serve those with needs, document the process, and share the template of partnership with other CBOs.

Key Initiatives for 2015  Develop additional Pro Bono partnership with CBOs o Hold a pro bono partnership meeting with potential CBO partners in January. Potential CBO invitees are:  ALS Association  Alzheimer Association  AARP  Autism Society of Minnesota  BestPrep  Better Business Bureau of Minnesota  EMERGE Community Development  Family Means  Greenpath  Habitat for Humanity  Home Front  Home for Veterans  Jeramiah  Major Hope  Minnesota Law Enforcement Memorial Association  Neighborhood House  Pacer Center  Pathways  Prepare + Prosper  Safe Zone  Social Security Administration  Tapestry  Tubman  Yellow Ribbon o Utilize FPA’s Memorandum of Understanding (MOU) to define parameters of partnership with CBOs.

 Recruit and Engage New Committee Members o Recruit committee members with passion for one-on-one pro bono financial planning engagements by utilizing and approaching those who expressed interested via…  annual membership survey  volunteering at Financial Planning Day . new membership profile o Each committee member to lead or co-lead an existing or new CBO relationship. o Hold one face-to-face committee meeting per quarter following chapter meeting in form of Pro Bono Workshops.

 Engage and train/educate current and new FPA Pro Bono volunteers o Develop, expand, and present quarterly Pro Bono Workshops. o Coordinate with Financial Literacy and Education Committee (FLEC) to: . develop and present Pro Bono Workshops . develop and provide programs to CBOs o Continue to populate one-on-one Pro Bono Volunteer Map. o Appreciate volunteers in tangible ways, including recognition in newsletter, at Chapter meetings (pictures, on-screen, etc.) o Encourage and request one-on-one pro bono volunteers to write stories of engagement experience with their pro bono clients for the chapter e-newsletter.

ALIGNING OUR VISION We will “Ask-Listen-Respond” to the FPA of Minnesota membership by…  Inviting members who expressed interest in volunteering to serve in: o Pro Bono Committee o Pro bono activities

DEVELOPING STRATEGY Critical Success Factors Committee Including (if applicable) Member(s) Projected Revenue and Related Strategy Target Date Spearheading Costs Prepare + Prosper Ongoing Steve Gilbertson  1-to-1 FP sessions  Credit Report Reviews  Financial Workshops MN Law Enforcement Ongoing Lauri Salverda Continue working with the families Memorial Association of officers who have fallen in the line of duty Pro Bono Workshops Quarterly Melanie Hardie  Quarterly education workshops Chris Davis for members and volunteers to and others enhance their knowledge and comfort level to engage with pro bono clients  Speakers from partnership organizations Military Initiative Ongoing San Asato  Continue to Plug our members into opportunities such as Home for Our Troops and Operation Homefront. Young Adult Mentoring Ongoing Steve Gilbertson  Expand 1-to-1 mentoring Program Anders Haugen program Individual One-on-One Ongoing Pro Bono volunteers  Coordinate ad hoc referral of Pro Bono Consultation pro bono clients to volunteers Requests  Identify closest volunteer to pro bono clients using Pro Bono Volunteer Map Develop volunteer Ongoing Pro Bono Committee  Continue to maintain and add database FLEC volunteers to VolunteerHub. Volunteer Appreciation Ongoing San Asato  Recognize and express and others appreciation to volunteers through e-newsletter, Volunteer Appreciation Day, and personal thank yous Develop partnerships Ongoing All  One-on-one, pro bono financial with our member planning consultations connected CBOs

Recruit enthusiastic pro Ongoing All  Populate Pro Bono Volunteer bono volunteers Map Recruit and engage Ongoing All  Each committee member leads or members for Pro Bono co-leads partnership(s) with a Committee CBO Resource List Ongoing Melanie Hardie Review and update links for the and others FPA-MN Pro Bono Resource List as needed

ENERGIZE CBO PARTNERSHIPS Partnerships What do we want? What do they want? Community Based Organizations (CBOs) Opportunities to connect Their clients to receive enthusiastic FPA volunteers financial education. with pro bono clients. PR Committee PR for partnerships with CBOs Stories on FPA MN’s pro and pro bono engagements bono partnerships and engagements. Advocacy Connections with key An independent source of legislators/government data and resources officials to promote and advocate for our profession Membership/Member Services Enthusiastic volunteers Helps to recruit and energize members Financial Education Continued close coordination same projects with CBOs Career Development Enthusiastic volunteers Career experience/learning opportunities Professional Issues Connect with key Raise awareness and legislators/government advocate on legislative officials to promote and issues impacting our advocate for our profession profession.

ACTIVATING TRANSFORMATIONS

 Each committee member will be engaged by leading or co-leading an initiative of their choosing, i.e., being a liaison with a CBO, working with members and volunteers, etc.

 Explore and develop meaningful partnerships with member connected CBOs.

 The committee will coordinate with FLEC to continue to populate Pro Bono Volunteer Map and VolunteerHub.

 Volunteers will be recognized and made to feel appreciated in concrete ways by the Pro Bono committee 1) appreciation event, 2) recognition at chapter meetings, 3) personal thank you-s.

 The committee will focus on sustainable process and engagements.