2014 NFPA ANNUAL CONVENTION OCTOBER 9-12, 2014 DALLAS, TEXAS Strategic Planning Committee Presentation

Special Thanks SPC Members Joyce S. Kent, RP (Region I) Barbara H. Peppersack (Region II) Beth Hill (Region III) Becky Kerstetter, OSBA Certified Paralegal (Region III) Babette Pace, Pa.CP. (Region IV) Linda Lammendola, Pa.C.P. (Region IV) Michele A. Shipley, RP (Region IV) Lisa Voorvaart (Region V) Lori Wagner, RP (Chair) Tracey Young, RP (Board Advisor) Dana Murphy-Love, CAE (Management Company)

The Strategic Plan A work in progress Requiring commitment, review and evaluation by NFPA’s Board Delegates Members

Mission Statement The National Federation of Paralegal Associations, Inc. promotes a global presence for the paralegal profession and leadership in the legal community.

To advance the paralegal profession Core Purpose To advance the paralegal profession

Core Values Responsive to member needs: Committed to honesty and integrity Supports unity within the profession Provides visionary leadership Open to the exchange of ideas Practices transparency Embraces diversity Dedicated to lifelong learning Committed to our Code of Ethics

Goals - Excellence Achieve individual excellence in the paralegal profession and continue to have NFPA as the “Leader of the Paralegal Profession®”

Goals - Communication Accomplishments – 2013 The organization is more transparent through the free flow of information between NFPA leadership, local association leadership and the membership Accomplishments – 2013 Creation of News You Can Use National Paralegal Reporter® articles Member feedback through interactive discussions facilitated by Region Directors Updated website with easier access and more user friendly

Achieve a larger, more inclusive membership Goals - Membership Achieve a larger, more inclusive membership Accomplishments – 2013 Obtained a new member association Increased access to technological resources Explored opportunities to reach individual members Increased communications with members

Other Accomplishments Resources for member associations related to development of a Strategic Plan Successful regional meetings (kudos to the RDs!) Successful Annual Convention Joint Conference Commitment to pro bono work

How We Got Here Member survey 5-year review and evaluation Annual Planning session – NFPA Spring Board Meeting devoted to discussion of Strategic Plan Status Reports at each NFPA Board Meeting SPC Committee held conference calls in 2013

2013 NFPA Membership Survey: the Results Are in! 54% decrease of respondents to 2013 NFPA Membership Survey (201 respondents – some did not respond to all questions) 70% of respondents provided ideas of what NFPA did well in 2013 70% of respondents provided opinions of what the top priority should be in 2014

Next Steps Commit – it is everyone’s job to maintain Board Coordinators Delegates Members Annual planning session – priority for NFPA stakeholders Regular review and updates – absolutely necessary!

NFPA Membership Survey What did NFPA do well in 2013 (Question #1)? News You Can Use CLE Opportunities National Paralegal Reporter® Joint Conference and Annual Convention

NFPA Membership Survey What Could NFPA have done better in 2013? (Question #2) Finances – management of funds and cutting costs CLE – offer more of a variety on topics other than litigation Board Transparency – communicate sooner; more forthcoming about changes and decisions Reporter - operate to break even; provide more information PACE/PCC – need to ensure these exams are updated Communication – want to see more

NFPA Membership Survey Do you find the communication from NFPA beneficial? (Question #3) 53% stated they would like to see more communication from NFPA 34% stated they are happy with communications as they stand.

NFPA Membership Survey What should NFPA’s top priorities be in 2014? (Question #4) Become financially sound Update PCC, PACE exams More variety of seminars Continued NFPA Board transparency with membership

NFPA Membership Survey Did NFPA provide the resources you need from a professional organization in 2014? (Question #5) 80% Yes 20% No

NFPA Membership Survey Did you find the “News You Can Use” helpful? (Question #8) An overwhelming majority said “yes” it was helpful. A few would like to see it contain more news

NFPA Membership Survey Do you like the frequency of the News You Can Use or would you prefer a different time frame? (Question #9) 85% Yes 15% Once a Month

NFPA Membership Survey Do you feel you are getting the information needed from NFPA? If not, what additional information would you like to receive? (Survey Question #10) 80% Yes 20% No More links to resources Tools for leadership Sections for practice areas on the website Transparency from the board

NFPA Membership Survey Have you attended an NFPA webinar? (Question #11) 20% Yes 80% No If you have attended an NFPA webinar did you find it helpful? 78% Yes 22% No

NFPA Membership Survey What is the most important NFPA membership benefit to you? (Question #12) Networking PACE/PCC Exams CLE opportunities The National Paralegal Reporter/e-newsletter Industry Related News

NFPA Membership Survey If you have used a member benefit, which benefit have you used? (Question #13) CLE/webinar MACY discount Networking PACE/PCCE

NFPA Board 2014 Priorities Based on Survey RESULTS Membership Growth Financial stability PACE/PCC exam updates Continued Communication

THANK YOU!!