Team and Committee Reports

President 5-7 min est

• Check:  Updated 2026 Annual Governance Calendar [Slate in Oct, VOTE in Nov]
• 2027 One FPA Advisory Council Election:  FPALA norm is Past President
• Shout Out for 2027 FPALA Dues Adjustments: Discussion if/as needed

• Treasurer/Finance  5-10 min est

2025 Taxes have been filed.

High level report.

Shanelle will create a draft 2027 Budget ahead of the December Strategic Planning Session.  Budgeting Notes

President Elect - 10-12 minutes

Nominations Committee Report:

1. Summarize/Present the Proposed SLATE

Past Pres: Uziel

Pres:  Shanelle

Pres Elect: Patrick

Treas:  XXX

Sec:  Anahit

Communications/Website:  Theresa, Kimberly

Sponsors: Garrett

Pro Bono:  Gina

Advocacy: Jamie (need app)

DEI: (Mel)

Programs:  Uziel

Membership:  Meitav

NexGen:  Patrick

1. VOTE to take place during the November Board Meeting - designated Annual Meeting

Status: CA Secretary of State Filing

Board Orientation: October 21st, 4 pm - posted, registration open

Board Strategic Planning:   Thursday, Dec 10th, 2026 after Holiday Luncheon - posted, registration open

Note: True Food has filed for BK, closing Century City Location

Membership  - 3 minutes

• Mentorship Program Updates:  October marks the end of the program.  6 mo's
• Member Retention reach out:  5 outreach calls
• Member feedback:  Advice Only Planner: was not sure about alignment with chapter
• FPA swag? - Gina can reach and out check the FPA store.   How many mentees?  7 mentors...  mugs, something to show appreciation.

Programs  10 min est

• Summit!  Nov 12:  Working on meeting with the Panelists
• Holiday Event Dec 10:  Jonathon is seeking alternate locations. Culver vs Century City.  Bacari?  If planning meeting is at Altruist, that factors into location.
• Jan-Mar 2027:    in 2026:  Bungalow - trivia night.  CE dinner in Feb or March.  Uziel is working on a potential sponsor.  Feb - possibly a hike

OneFPA Advisory Council - 

• Confirm 2027 Representative as Past President (see above in Presidents' Report)  Confirmed!  from last month's OneFPA meeting:   discussion re: Retention of the 1 year COMP CFP candidates.  More discounts for year 2 and 3.  Planner Search upgrades rolling out.  Media interest or coverage for Planner Search.  DEI handbook planned, and tips and practices on Retention.

Corporate Relations/Sponsorships Garrett - 3-4 min

$21,000 pledged or Summit.  John Hancock and Vega Minds still to collect.  Setting up a meeting with the panelists.

Advocacy - 3-4 min

• Cal Savers:  launching loosely in the next week or so. 10,000 Cal Savers participants will receive an email.  Seeking Spanish speaking advisors.  5% click through rate historically.

• Financial Literacy Curriculum Outreach:  FPACA presenting on 11/17 - re: how FPA can be a partner to various School Districts.  Teachers may not be able to teach the financial literacy curriculum.  Kurt Kaczor working to leverage resources from other states.

• FPACA Strategic Planning Session 11/13

• Maxine Waters Constituent and PAC donation result: PPC/PAC - $50,000 in donations this year - Banking and Finance committee legislators.  Attended Financial Literacy Day on Capitol Hill this year.  Tim Tuggey - new FPA public policy staff, hosting small focus groups.  Uncertain re: Title Protection status/initiative.  Tuggey meeting regularly with CFP Board public policy team.  SEC pay to play and accredited investor expansion may be driving new policy areas and focus next year.

Pro Bono - 6-8 min

• FP Day! 10/24/26
• CFP Count, Attendee Registrations:  3rd Decade will participate and make participants aware of longer term support.  15 planners registered, and 7 who will sit in and help.  65 appointments booked so far.  Match between planners and appointments is good right now.  4 classes/workshops: will coordinate who will deliver the sessions.  Jamie delivered a presentation for the library registrants on long term care and aging.
• New Pro Bono announcement from the FFP re: training to prepare to deliver Pro Bono.
• Nov 15th: Kurt Kaczor will be presenting the new Pro Bono training.
• Uziel and chapter will support providing lunch to volunteers.

New Professionals/NexGen 3-4

• All set for NexGen Summit on Saturday - 47 registered.  Keynote and panelists are set.
• New connection to Cal Poly Pomona for student ambassadors.  Careers in financial planning discussion led to a student registering for Student group.  Also connecting to San Gabriel Valley chapter.  If anyone would like to participate, let Patrick know.

Communications 3-4

• • Website redesign task force has started user experience interviews starting in October or November. Seeking recommendations for members with the following qualifications:
    • New chapter member (<3 years)
    • Partners / sponsors
    • Prospective members
  • Way to add a suggestion bucket for feedback / testimonials at Summit?
  • Communications calendar:
    • 10/14 - Lunch & Learn & Financial Planning Day
    • 10/15 - Summit: Panel
    • 10/22 - Summit: Early Bird Pricing Ends 10/31
    • 10/28 - November Preview
    • 10/29 - Summit: Early Bird Pricing Ends 10/31
    • 11/5 - Summit: 1 Week to Go!

Social Media - 3-4

DEI - 3-4

DEI Committee Updates:
• Awarding 2 FPA LA NexGen SoCal Summit scholarships to support attendance at this Saturday’s conference at UCI.
I’m unable to attend this evening’s meeting, but I’ll check the notes for pending tasks. (edited) 

Premium Organization/Admin Updates

• New Resource Pages: 
• • Sponsor Resource Page
  • Conference FAQ - DRAFT
  • 2026 Conference Rundown
  • Membership Updates: Process/Procedure
• RSVP's, Events, Meeting Reminders, WA Member App
• She Would Legacy Ideas:  Concept.  Execution.
• Updating Board Governance Resource/Reference pages:
• • Updated Evergreen Annual Governance Calendar (eg: nominations and succession planning)
  • Bylaws, Determination Letter, other resources

Call to Adjourn at 5:08 pm