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
2. 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

Programs  10 min est

• Summit!  Nov 12
• Holiday Event Dec 10
• Jan-Mar 2027

OneFPA Advisory Council - 

• Confirm 2027 Representative as Past President (see above in Presidents' Report)

Corporate Relations/Sponsorships Garrett - 3-4 min

Advocacy - 3-4 min

• Retirement and Personal Savers Protection Act status
• Cal Savers
• Financial Literacy Curriculum Outreach
• FPACA Strategic Planning Session 11/13
• Maxine Waters Constituent and PAC donation result

Pro Bono - 6-8 min

• FP Day! 10/24/26
• CFP Count, Attendee Registrations
• Working with Kurt at FPA to obtain the Cert of Insurance for the LAPL events for a full 12 month period.

New Professionals/NexGen 3-4

• NexGen Summit Update

Communications 3-4

• Website Task Force Update
• Communications Items to add to Governance List
• Communications items to add to the Budget
• Summit Final Push Communications Strategy/EarlyBird Registration Closes

Social Media - 3-4

DEI - 3-4

• Currently undergoing CFP Exam review - please text/call me if support is needed 323-501-8874
• expansion of the Committee

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 5:00 pm