The Chapter Executive is a part-time position that assists the chapter with administration of FPA of Middle Tennessee. The Chapter Executive should fully understand the benefits of membership of FPA and FPA of Middle Tennessee. It is expected that the role will require a time commitment of 25 hours per week.
Attend FPA of Middle Tennessee Board Meetings, as needed.
Provide advice and aid the Board of Directors in matters of policy formulation, interpretation, implementation; long and short-term goal setting, and securing high quality board volunteers for the Chapter.
Keep the Board of Directors fully and regularly apprised of the Chapter's activities and needs, progress towards goals, committees' statuses, background on agenda items and FPA trends.
Assist committees with planning and facilitation of meetings, plans of action and activity schedules by providing relevant background information for decision-making.
Enforce all internal controls of the Chapter that have been set forth by the Board of Directors.
Assist treasurer with the annual budget for presentation no later than October 30 of every year.
Assist in volunteer recruitment and management.
Plan/Coordinate Programs and Other Social Events (Approx. 24/year)
Attend and assist onsite with FPA of Middle Tennessee meetings and events, as needed.
Collaboration with volunteers (or their designated programming team) and relevant sponsors to determine and refine topics and content.
Submit programs for CFP® continuing education.
Send related announcements, program flyers, and reminders to Chapter members as directed by the volunteers.
Arrange with appropriate facilities to provide the following:
Appropriate company space
Food and beverage
Set up and manage registration for each event
Manage continuing education
Track of “no-shows” at Chapter events, send follow-up correspondence.
Program follow-up e.g., create attendee lists, post PowerPoint presentations to the Chapter website, follow up with membership for all non-member attendees.
Work with the chapter leaders in achievement of recruitment and retention goals.
Assist Membership Committee in onboarding new members.
Invite prospective members to attend programs and identify other opportunities to engage and recruit new members.
Send welcome letter to new members.
Coordinate with FPA on prospective member communications.
Alert board and FPA to non-member outreach program opportunities.
Oversee sponsorships from initial contact to closing:
Create and customize sponsorship packages.
Handle requests for sponsorship information.
Manage sponsor relationships and ensure delivery of benefits.
Perform initial review and assessment of requests from third-party marketers, vendors, law firms or other organizations seeking to provide programs, sponsorships, or services to the Chapter.
Work with volunteers to post news, update calendar of events, and ensure that overall content remains timely and relevant to chapter members.
Quarterly and Monthly Newsletters
Coordinate with volunteers to provide program calendar, new members’ names and other newsletter content.
Assist in preparing draft newsletters and other publication materials.
Prepare and distribute chapter email announcements
Work with volunteers to manage social media posts
Handle daily phone and email member communications.
Employ volunteer management best practices to work with the board and committees.
Maintain communication with FPA, participate in monthly Chapter Leader Training and contact FPA staff as needed.
Identify and work with Beta Test Chapter Executives to identify areas for organizational improvement and attend the OneFPA Chapter Leaders Conference and other training.
Such Chapter activities as may be directed from time to time by the board.
Provide timely invoice for services that includes date, service and detail as appropriate.
Reside in Nashville, TN area
Candidate must demonstrate attention to detail, exceptional responsiveness, and ability to manage and balance many activities.
Candidate must possess strong volunteer management and governance experience. Must be comfortable with volunteer management, working with the board and committee.
Candidate should demonstrate experience serving members and the ability to articulate member benefits of FPA and FPA of Middle Tennessee.
This position requires a true self-starter. The successful candidate must be able and willing to travel around the area, attend Chapter functions (approximately 1-2 times per month). Travel out-of-town to FPA functions is required.
High proficiency with Microsoft Word, Excel and Outlook required. Experience with Association Management Software, Zoom, Survey and an email marketing program is preferred.
This position reports to the FPA of Middle Tennessee board, but is staff of the Financial Planning Association Central Office. A performance review will be performed annually.
About Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.
FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.