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Annual Meeting 2012-2013

Annual Meeting 2012-2013. Introduction & Agenda. About Mission & Vision Board of Directors 2012-2013 Accomplishments 2013-2014 Goals Financial Report Q & A . About.

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Annual Meeting 2012-2013

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  1. Annual Meeting 2012-2013

  2. Introduction & Agenda • About • Mission & Vision • Board of Directors • 2012-2013 Accomplishments • 2013-2014 Goals • Financial Report • Q & A

  3. About • The Financial Fitness Association (FFA) is a non-profit mutual benefit corporation that provides knowledge and resources to FFA members to help develop and enhance their financial fitness.

  4. What We Provide • Quarterly E-Newsletters • Online Library Publications • Online Resources • Online Calculators • Daily Financial Tips • Member Benefits

  5. Vision • To provide educational financial materials and tools that assist members in attaining financial fitness.

  6. Mission • FFA serves the mutual interest of our members by: • Encouraging members to become “financially fit” through thrift and savings; • Making members aware of current issues in the area of personal finances and money management; • Providing members with access to educational information and resources about financial issues through e-newsletters and web sites; • Providing members with access to cost-saving member benefits and discounts.

  7. FFA Member Benefits The FFA provides members: • Financial library with over 350 financial articles • Resource center with calculators, podcasts, printable worksheets and more • Membership opportunities • Quarterly newsletters • Special discounts and perks

  8. Board of Directors The FFA has a volunteer Board of Directors responsible for directing and controlling the affairs of the Financial Fitness Association, which results in the effective and efficient operation of the organization.

  9. Current Board of Directors • Chairman, SusanTierman • Treasurer, Blanca Guerrero • Secretary, Sue Chan • President & CEO, Margaret Toppel

  10. 2012-2013 Accomplishments • Redesigned and launched new website and logo (phase I) • Increased site security through SSL • Enhanced customer log in functionality • Moved website to “green” hosting platform • Enhanced online library content and resources • Added member benefit Technology CU • Updated procedures

  11. Member Growth

  12. Financial Report Profit and Loss for 9/1/2012 through 8/31/2013 Income Member Fees 67,971.05 Affiliate Fees 45,815.00 Credit dividends 652.39 Total Income 114,438.44 Expenses Business Expenses Board insurance/travel/expenses 2,995.69 Office supplies/computer 3,481.84 Web Services 4,749.55 Legal fees 3,403.75 Taxes and Tax Preparation16,296.89 Marketing Expenses Collateral/printing/postage 2,202.15 Charitable donation 1,500.00 Administrative Services Professional Services 35,236.25 Total Expense 69,866.12 Net Income 44,572.32

  13. 2013-2014 Goals • Implement website improvements (phase II) • Launch social media presence • Increase member benefits and membership • Enhance database • Create training videos • Expand philanthropic opportunities

  14. Thank you! For more info, please visit financialfitnessassociation.org.

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