Pro Bono Advisory Committee

Message from the Chair

by Chia-Li Chien | Jan. 13, 2012

Thank you for accepting the call to lead your chapter's pro bono effort.

YOU ARE A SUPER CONNECTOR! You are a super connector for your local community, financial planning profession industry, FPA, pro bono clients, and pro bono volunteers etc.  Thank you for playing this key role for your community, financial profession and FPA.

Whether this is your first time been a Pro Bono Director or returning Pro Bono Director. Here is top 3 priorities you might want to consider as you lead your local pro bono efforts.

1. SET YOUR RULE. You took on this key leadership role in your chapter. You can play as big as you want or as little as you want. The choice is yours. Set your rule! So you can have a healthy financial planning practice at the same time been rewarded by this wonderful pro bono experience. My first year as a Pro Bono Director in 2009, I did not set the rule. Pro Bono almost consume my entire financial planning practice. Then I realized, pro bono director is not a "full time job" perhaps you're much smarter than me to figure that out. Today, my rule is simple, 2 hours on each Friday morning is my commitment as a chair. Any additional hours needed must come after work.  Go ahead, set your own rule, you too can grow wonderful experience in leadership, communication and connection in your own local community.

You can't do everything by yourself if you still want to have a healthy financial planning practice. Your volunteers, committee members and even the CBO (Community-Based Organization) staff are your people on your team. Take your time to think through whom you want on your team. So they can help you deliver meaningful projects in your chapter and community. Use your leadership and communication skills to implement through your team. Find out what rewards your team. A personal thank you note was what my committee members and volunteers wanted in 2009. So I did that. Get involved with women related organizations was few of my volunteers wanted. So we did that. Let this be a rewarding experience for your volunteers as well as you.

3. LEVERAGE AVAILABLE RESOURCES. For those of you attended the FPA Chapter Leaders conference in the past. You know the amount of available resources are out there to support your local project. For those of you have not get a chance to do so. Plan to do that this year. Leverage what's available to you both within FPA and FPA national alliance partners.  Amira Tart is your point of contact to obtain these resources. Here is same list of the available resources:

  • CBO resource
  • Sample MOU
  • 2012 Pro Bono Plan of work template
  • PowerPoint Presentations
  • Financial Assessment System/Money 101
  • Pro bono brochure, etc.

All of us in the pro bono advisory committee have been in your shoes. We are here to help you to have a successful pro bono program this year.

Participate and gain insight from the pro bono community

  • Participate in Chapter Pro Bono Directors Quarterly Conference Calls
  • Join FPA Connect in Pro Bono
  • Have questions? Contact Amira Tart from FPA National.

Thank you for helping expanding the pro bono footprint nationally. Your leadership contributions are greatly appreciated from all of us in FPA as well as pro bono clients.

Chia-Li Chien,  CFP®, CRPC, PMP

Chair,  Pro Bono Advisory Committee


About Us Pro Bono Advisory Committee

Pro Bono Advisory Committee supports and assists with the advancement of FPA's pro bono program. Today's approximately two-thirds of all chapters have a pro bono director or equivalent, working to organize pro bono initiatives.  Volunteers across the country are donating thousands of hours of their time to assist underserved individuals and families.

Pro Bono Advisory Committee consists of current or former Chapter Pro Bono Directors. Members provide insight and best practices related to individual chapter programs/initiatives.

About Chia-Li Chien

Chia-Li ChienChia-Li Chien, CFP®, CRPC, PMP; Chia-Li “like JOLLY!” A passionate leader of small business strategic equity value creation and implementation mastery. She is a globetrotting strategist, speaker and author. She is CEO and chief strategist of Value Growth Institute dedicated to creating business value that transforms your world. Capture meaningful personal wealth. Position your business for future transitioning.

Chia-Li is also a Midas Advisor to MidasNation, a community dedicated to helping private business owners increase the value of their firms.  She is the award-winning author of Show Me The Money and faculty member of American Management Association. Her blog and newsletter was recently named a top small business resource by the New York Times “You’re the Boss” blog.

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