VOLUNTEER OPPORTUNITIES

Available Opportunities:

Compensation Committee

Conference Committee

Ethics Committee

General Project Work

Leadership Development Committee

Membership Committee

Member Communities Leader

NAPFA Advisor Editorial Working Group

Professional Development and Education Committee

Public Policy Committee

Compensation Committee

The Compensation Committee discusses the current climate around compensation issues and provide guidance to the Board of Directors on the future roadmap for NAPFA, including advisor responsibilities, industry standing & collaboration, and advice for consumers. The Committee also reviews and recommend changes to NAPFA’s definition of Fee-Only compensation, including the prohibition on certain ownership interests and employment relationships.

The Committee

  • Reviews issues posed by potential or existing members with fee-only status
  • Reviews Compensation Committee report for updates to problematic fee models or to clarify or change past rulings

This Committee Is Recommended for Members Who Are:

  • Familiar with varied compensation models
  • Interested in reviewing prospective member compensation issues

Time Commitment:

  • Ad-hoc meetings via conference call

Conference Committee

The Committee:

  • Outlines the programmatic direction for the event that aligns with NAPFA’s educational priorities and the professional needs of the target audience
  • Reviews background information (program committee surveys, attendee evaluations, speaker recommendations, etc.) supplied by NAPFA staff to aid in conference program planning efforts
  • Identifies 3-4 keynote speakers per event that align with the overall program direction
  • Liaise with the NAPFA Professional Development and Education Committee on the status of planning for the event and request programmatic guidance as needed
  • Identifies and recommend speakers with expertise that align with the event’s programmatic direction and the needs of the target audience
  • As needed, contacts speakers to determine availability and any associated fees
  • Supports NAPFA staff as needed to follow up with speakers to acquire items needed for conference marketing and communications
  • Actively supports the execution of the event marketing plan as directed by NAPFA staff
  • Participates in onsite committee activities (hosting sessions, introducing speakers, attending ancillary programs, etc.)
  • Reviews speaker presentations to ensure accuracy, appropriate educational level and target audience, and relevancy to the described program

This Committee is Recommended for Members Who Are:

  • Experienced planning an event, either through NAPFA such as a symposium or study group or at their firm or other organization
  • Interested in education or program planning
  • Experienced as a speaker or industry expert

Time Commitment:

  • 8-9 months out from live conference through the conference at which the Committee is expected to attend
  • Monthly conference calls will be had during this time
  • 2-3 hours per month can be expected

Ethics Committee

The Committee:

  • Has responsibility for reviewing complaints related to breaches of NAPFA’s Code of Ethics and Standards of Membership.

This Committee is Recommended for Members Who Are:

  • Experienced members who have participated in disciplinary and/or review proceedings in an equivalent setting.

Time Commitment:

  • Since issues that require the committee’s review are episodic, volunteer time fluctuates. The time commitment could equate to 1-2 hours per month.

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General Project Work

The Opportunity:

  • From time to time, NAPFA has specific projects which require volunteer power. A group of volunteers would be formed in order to solve a specific problem or look at a specific issue, and once the work had concluded, the group would disband.

This Committee Is Recommended for Members Who Are:

  • Are interested in a one off volunteering opportunity with no long term commitment

Time Commitment:

  • Ad hoc, based on project, but would be a commitment of less than six months

Leadership Development Committee

The Committee:

  • Has responsibility for developing and overseeing the process of acquiring a qualified pool of applicants to serve on the NAPFA Board of Directors.

This Committee is Recommended for Members Who Are:

  • Experienced in serving in board-level volunteer role in NAPFA or an equivalent entity. It is also well suited for members with deep connections to the association and their peers.

Time Commitment:

  • Volunteers can expect to spend 3-5 hours per month including one monthly meeting. During the candidate interview and evaluation process, the time commitment may increase.

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Membership Committee

The Membership Committee works to recruit and retain fee-only financial advisors to NAPFA. The Committee also evaluates member benefits and works on expanding and evaluating external partnerships.

The Committee:

  • Helps to coordinate recruitment and retention plans for members
  • Evaluates new member benefits and offerings
  • Assists onsite to promote NAPFA membership at conferences and events
  • Reviews membership statistics and trends

This Committee Is Recommended for Members Who Are:

  • Passionate about NAPFA’s growth
  • Interested in developing and evaluating member benefits

Time Commitment:

  • This is a year round committee
  • Participate on monthly conference calls
  • Volunteer in various onsite activities if attending a conference or event

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Member Communities Leader

NAPFA Member Communities are places that fee-only financial advisors can go to ask questions, meet other advisors, and look for best practices. The Communities exist both online and in person at two annual conferences per year. The Communities are broken down by firm sizes, solo practitioners, and career changers.

The Community Leaders:

  • Monitors the online discussion forums and answers questions when necessary
  • Poses questions to the community in order to get discussions started
  • Manages in-person community meetings at conference (twice per year)
  • Develops resources for communities based on interest

This Position Is Recommended for Members Who:

  • Are interested in promoting discussions around fee-only financial advising
  • Are passionate about member networking
  • Are interested in topics specific to firm size or are career changers

Time Commitment:

  • 1-2 hours per week monitoring discussion forums or posting questions/answering questions
  • Quarterly hour-long conference calls to discuss community topics
  • Participation in two annual conference community sessions per year (not every volunteer will lead a session, so if you cannot make conferences, you can still participate as a volunteer virtually)

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NAPFA Advisor Editorial Working Group

The Committee:

  • Provides input on the editorial direction and content for the Advisor magazine

This Committee Is Recommended for Members Who Are:

  • Experienced in serving in an in board-level volunteer role in NAPFA or an equivalent entity. It is also well suited for members with deep connections to the association and their peers.

Time Commitment:

  • Volunteers can expect to spend 3-5 hours per month including one monthly meeting. During the candidate interview and evaluation process, the time commitment may increase.

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Professional Development and Education Committee

The Committee:

  • Identifies annual priorities for NAPFA’s educational offerings including but not limited to conferences, webinars and ad hoc programs.
  • Facilitates the assessment of the professional development and educational needs of NAPFA members and other financial planning professionals.
  • Monitors the impact and viability of NAPFA’s educational offerings including but not limited to conferences, webinars and ad hoc programs.
  • Provides guidance and support to NAPFA volunteers with responsibility for developing content for the Association’s educational offerings.

Time Commitment

  • 2-year term with option to remain a third year
  • Monthly, hour long conference calls

This Committee Is Recommended for Members Who Are:

  • Members must regularly attend NAPFA conferences and webinars
  • Involved in other NAPFA educational offerings: conference committee, webinar committee, regional symposiums or study groups
  • Demographic representation is a consideration to the committee: firm size, region, industry tenure, age, gender, race, and other minority groups
  • Tied to the academic work and could lend that perspective and have ideas for bringing content into NAPFA educational offerings
  • Regularly attending non-NAPFA conferences and webinars
  • Experienced in educational programming or educational content
  • Active in the NAPFA community who can draw on their NAPFA network to help identify volunteers for various committees/working groups

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Public Policy Committee

The Committee:

The Public Policy Committee monitors public policy issues affecting NAPFA, the RIA/Financial Planning community, and/or consumers. The committee discusses, formulates, and proposes organizational positions on legislative and regulatory issues of importance to the Fee-only community. They are also tasked with communicating NAPFA’s position to members, the press, policy makers, and consumers.

  • Reviews and comments on public policy issues affecting NAPFA, the RIA/Financial Planning community, and/or consumers
  • Discusses, formulates, and proposes organizational positions on legislative and regulatory issues of importance to the Fee-only community
  • Communicates NAPFA’s position to members, the press, policy makers, and consumers

This Committee Is Recommended for Members Who Are:

  • Interested in public policy and the legislative/regulatory issues affecting the financial planning ecosystem
  • Preferred candidates would have experience interacting with government officials and potentially relationships that could be leveraged to support the committee’s work

Time Commitment:

  • Monthly conference calls
  • 2-3 hours per month of volunteer-related work

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