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SDSU Financial Planning Association. Tuesday, January 29th. Today’s Agenda January 29th. February Speakers & Events Schedule Communication Check up Potential Time Change Updated Website Items in the Works Upcoming Events Board Member Elections. February Speakers & Events:. - PowerPoint PPT Presentation
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SDSU Financial Planning Association
Tuesday, January 29th
Today’s Agenda January 29th
• February Speakers & Events Schedule• Communication Check up• Potential Time Change• Updated Website• Items in the Works• Upcoming Events• Board Member Elections
February Speakers & Events:
• February 5th: Strategic Wealth Man. Senior Advisor Presenting• February 6th: 1st Quarterly FPA Meeting of the Year (USD)• February 12th: Career Services Resume/Interviewing Workshop?• February 19th: Tom Warschauer Presenting• February 20th: New Planner Recruiting Interviewing on Campus• February 26th: Regular Meeting• March 5th: CEO of Strategic Wealth Man. Presenting
Potential Time Change!
Current Time: 3:30 – 4:30New Time: 3:00 – 4:00
Vote to move from 3:30 – 4:30 to new time of 3:00 – 4:00
Communication Check-up
• Does email work alright for everyone as the main method of communication?
• Has everyone been receiving my emails?
• Will be posting internships/job opps. online going forward
Fresh Website
Newly updated website!-Career/internship opportunities online
Board members & resumes will be online after this weekend
Register for nationals and send me your resume for on line viewing by employers
http://fpasdsu.wordpress.com/
Have list of mentees
Collected ¾ of applicable mentors
Should be ready for pairing by next meeting?
Spoke with overseeing Professor
Waiting until we can get professional demonstration
Most likely to happen early – mid March
Mentorship Program
Wells Fargo Financial Lab Visit
In the Works…
Strategic Wealth Management Career Orientation
What: Meet President & CEO, learn about company, network and apply for internship and/or job?When: January 31st (Thursday) at 5:30 – 7:30Where: 3111 Camino Del Rio North, Suite 1150Why?• Appetizers and refreshments• Networking • Experience• Job/Internship offeringsIf you plan on attending please email/call Kimberly Bridges at:Phone: 619.684.8621 Email: [email protected]
1st Quarterly FPA Meeting
Wednesday, February 6, 201312:30 – 4:15pm
University of San Diego - Joan B. Kroc Institute for Peace & Justice
5998 Alcalá ParkSan Diego CA 92110
If you want to sign up with Nationals, please visit:http://www.fpanet.org/professionals/Membership/Individual/
• To register for Quarterly meeting, please visit:http://www.fpasandiego.org/register.htm
• Sign up as student• Send me email with your national ID number
New Planner Recruiting on Campus
What: Informational presentations and interviewingWhen: February 20th (Wednesday) on Campus all dayWhere: SDSU Campus (Various Areas)Why?- Resume building / interviewing skills- Coaching tips for being successful in the industry- Discussion of potential career tracks- Possible interview for internship and/or jobIf interesting in interviewing or meeting contact Caleb Brown at:
Email: [email protected] Notes:• Trying to reserve room for him to present specifically to FPA• He needs someone to help show him around campus. Any volunteers?...
Board Member ElectionsRemember….30 second to 1 minute speech• Introduce yourself, • Why you would be good at position• What you plan to do with position• Etc….
During Speech…• Please be quite & respectful of presenter
After Speech….• Head down vote
Board Member Positions & Responsibilities
Director of Membership (Secretary )– • Updates member roster & email list • Helps new members register with National FPA• Update website w/ new members, activities, and resumes
Board Member Positions & Responsibilities
Director of Marketing – • Establish a marketing plan for Spring 2013• Create & distribute all promotional material• Keeps our Social Media Sites and Website updated
Board Member Positions & Responsibilities
Director of Programs (Event Director) – • Plan and coordinate big semester event
• Contact perspective speakers or organizations• Plan event layout & process• Facilitate all purchase/renting of any equipment,
food, or decorations• Work with Director of Marketing to promote Event around Campus
Board Member Positions & Responsibilities
Director of Finance (Treasurer) – • Budgets for all semester activities and events• Works closely with various board members to budget activities
• Event Budget• Marketing Budget (if needed)
• Make sure members get reimbursed for any FPA related expenses• Track/Hold all FPA related receipts
Board Member Positions & Responsibilities
President Elect – • Will take over in Fall 2013• Utility player• Shadow President through various tasks• Deliver professional speaker parking passes • Escort professional speakers to meetings
TD Ameritrade attendees come talk to me after.
Remember to Send Caleb Brown your resume for an interview!
Board Members stick around will need some info
Remember to RSVP Kimberly Bridges if attending Career Orientation
Before You Go!
