2. 2016 NFPA ANNUAL CONVENTION OCTOBER 20-23, 2016 BURLINGTON VERMONT

3. SPECIAL THANKS TO THE 2016 SPC COMMITTEE MEMBERS
Ronell Badua (Region I)
Barbara H. Peppersack (Region II)
Jessica Kubiak, OSBA Certified Paralegal (Region III)
Becky Reedy, NJCP (Region IV)
Babette Pace, Pa.CP. (Region IV)
Linda Lammendola, Pa.C.P. (Region IV)
Michele A. Shipley, RP (Region IV)
Linda Ruggiero, RP (Region V)
Becky Kerstetter, OSBA Certified Paralegal (Chair)
Robert Hrouda, RP (Board Advisor)
Lisa Vessels, RP (Ad Hoc Committee Member)
Leslie Monahan (Kellen Company)

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

5. CORE PURPOSE To advance the paralegal profession COMMITTEE OBJECTIVES
To assist the NFPA Board in preparing and maintaining NFPA’s Strategic Plan
To set short-term and long-term goals in specific areas, as appropriate

6. THE STRATEGIC PLAN
A continually evolving document designed to establish a plan of action for individuals to follow in order to establish and achieve goals.
Requires commitment, review and evaluation by NFPA’s:
Board
Leaders (Coordinator and Committee Members & Delegates)
Local Association, Individual, Educator and other members

7. BENEFITS OF STRATEGIC PLANNING
A Strategic Plan:
Provides a roadmap for success
Builds confidence
Facilitates the vision of the Board
Facilitates ownership, investment, accountability, and team building
Creates a system for managing action items and goals

8. THE ACTION PLAN
The Action Plan is a continuous working document created to outline, elaborate and implement the Strategic Plan’s goals in order to guide and direct the leadership team in achieving its goals.

9. AN ACTION PLAN CONSISTS OF TWO PARTS:
Goals
What do we want to achieve?
AND
How do we achieve it?
Objectives
The creation of measurable action items to utilize in order to achieve our goals.

10. 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; and
Committed to our Code of Ethics.

11. FIVE MAIN FOCUS AREAS/OBJECTIVES
Financial Stability;
Professional Development;
Transparency in Communication;
Membership; and
Marketing.

12. FOCUS AREA/OBJECTIVE #1
FINANCIAL STABILITY
How are we achieving financial stability and what has been done in order to reach this goal?

13. FINANCIAL STABILITY - Promote contributions made by Corporate Partners
- Increase member awareness of existing Corporate Partner’s Program
- Expand CLE offerings including participation from the Corporate Partners
Accomplishments – 2016
NFPA is on trend with its budget and has a positive balance
The PACE exam update is/will cut expenses and the 2017 budget will cover the exam updates leaving money in the reserve account
Acquired new corporate partners and continues to gain traction on new members through NFPA connections

14. FOCUS AREA/OBJECTIVE #2
PROFESSIONAL DEVELOPMENT
How have we strengthened the paralegal profession through NFPA opportunities and offerings?

15. PROFESSIONAL DEVELOPMENT
- Educate employers on the importance and value of PACE and PCCE
- Update the exam to stay relevant with legal procedures and teachings
- Offer a variety of CLE courses that appeal to multiple areas of law
- Focus on regulation hot topics and advances
Accomplishments – 2016
Prometric© is in the process of updating PACE and plans for local schools to utilize PCCE as an exit exam for graduation
Offered webinars/CLEs in various areas of the law
Limited License Legal Technicians are being discussed and highlighted in articles and during conferences

16. FOCUS AREA/OBJECTIVE #3
TRANSPARENCY IN COMMUNICATION
How is NFPA communicating with its members and what are we utilizing to spread information to not only its members but other paralegals as well?

17. TRANSPARENCY IN COMMUNICATION
- Encourage members to use all resources available to them to communicate including the NFPA website, social media and others
- Seek out and request member feedback to ensure communications are adequate and timely
- Document retention and effective transitioning of new Board members
Accomplishments – 2016
Kellen Company has been in the process of streamlining and improving the NFPA website
The NFPA survey has been disseminated and results analyzed
Historical documents are being placed on CDs and jump drives for incoming Board members and leadership usage

18. FOCUS AREA/OBJECTIVE #4
MEMBERSHIP How do we continue to promote and sustain the future of NFPA, its members, and the paralegal profession?

19. MEMBERSHIP Accomplishments – 2016
- Increase membership by the promotion of education and exams offered by NFPA to gain student members
- Utilize marketing tools and resources to encourage membership, benefits and involvement with NFPA
- Improve the overall member experience
Accomplishments – 2016
Student membership is on the rise with students regularly attending webinars
Actively reaching out to non affiliated associations for membership opportunities
Student spotlights and other communications on NFPA in the NYCU

20. FOCUS AREA/OBJECTIVE #5
MARKETING How do we express to the members the value of NFPA membership and involvement?

21. MARKETING - Increase member awareness of the benefits of membership
- Continued transparency to keep the members informed
- Utilization of both electronic and print communications to members
Accomplishments – 2016
Communications well received by NFPA members
Video testimonials created to highlight member experience and Facebook forums for members #whyilovenfpa
Syncing of messages and announcements on various outlets including the website, social media and blasts

22. HOW ARE WE DOING THIS? Membership Survey
Annual Planning session – NFPA Spring Board Meeting devoted to discussion of Strategic Plan
Status Reports at each NFPA Board Meeting
SPC Committee conference calls

23. THE 2016 NFPA MEMBERSHIP SURVEY:
The results are in, thank you for your participation!
Quick stats:
- 10 questions
- Almost 200 respondents
- Deadline extended to encourage more responses, your opinions matter!
Now let’s see what you had to say!

24. NFPA MEMBERSHIP SURVEY:
What has NFPA done well with over the past year and what could NFPA do better with?
(Question #1)
Provided a great website for students entering the paralegal profession to access a wide range of information
Disseminating s over the past year which have been very informative, as well as offers of CLEs
Putting a priority on updating PACE, transitioning to new management company
Joint Conference and Annual Convention
Needs improvement to the website and continued reach out to unaffiliated organizations

25. NFPA MEMBERSHIP SURVEY:
Do you find the communications from NFPA beneficial? Would you like to see more, less, or the same?
(Question #2)
Yes: 92.07% (most members want to see the same or more)
No: 7.93%

26. NFPA MEMBERSHIP SURVEY:
What should NFPA’s top priority be for 2017?
(Question #3)
Continued regulations efforts and information gathering
Increase membership
Providing paralegals opportunities to upgrade their skills and knowledge
Completion of the PACE update
Educating the public on the value and roles of a paralegal

27. NFPA MEMBERSHIP SURVEY:
Does NFPA provide the resources you need from a professional organization?
(Question #4)
Yes: 91.14%
No: 8.86%

28. NFPA MEMBERSHIP SURVEY:
What is the most important NFPA benefit to you?  Have you used a member benefit?  If so which one(s)?
(Question #5)
The NFPA website and communications including the News You Can Use
CLE courses(both in person and webinars)
National Paralegal Reporter®
Certification opportunities including PACE and PCCE
Discounted rates for Wild Apricot
Networking

29. NFPA MEMBERSHIP SURVEY:
Do you find the "News You Can Use" to be helpful?
(Question #6)
Yes: 88.46%
No: %

30. NFPA MEMBERSHIP SURVEY:
What else would you like to see in this particular ?  Do you like the frequency or would you prefer a different time frame?
(Question #6 continued)
Substantive legal issues
Technology related updates and tips
Corporate sponsor highlighting
Announcements relating to membership matters
Diversified practice area discussions

31. NFPA MEMBERSHIP SURVEY:
Have you attended an NFPA webinar or CLE?
(Question #7)
Yes: 50%
No: 50%

32. NFPA MEMBERSHIP SURVEY:
Did you find it helpful?  What other topics would you like to see?
(Question #7 continued)
Yes, members found CLEs very helpful and informative
Would like topics including:
- Family law
- Ethics
- Real Estate
- Would like to see different levels of experience in topics presented as a series of CLE offerings (beginner, advanced, expert, etc.)

33. NFPA MEMBERSHIP SURVEY:
Have you ever attended a Board Meeting or Committee Webinar?
(Question #8)
Yes: 22.44%
No: %

34. NFPA MEMBERSHIP SURVEY:
If so, what did you take away from attending?
(Question #8 continued)
An understanding of the strength of the Board and their dedication for the growth of our association.
Members feel the Board meetings are effective and well organized
Transparency and involvement
A better understanding of how the association works
Coordinators and committee members are very active in the association and are an integral part of NFPA’s continued success and growth
A renewed drive for involvement in NFPA

35. NFPA MEMBERSHIP SURVEY:
Do you have any specific ideas to assist NFPA with their finances?
(Question #9)
Seeking grants and increased fundraising
Continue to increase membership
Continue to seek new vendors and increased contributions from current members
Utilize the website and social media for advertisement to gain revenue

36. NFPA MEMBERSHIP SURVEY:
Check below the answer that best fits your current situation:
(Question #10)

37. NFPA MEMBERSHIP SURVEY:
Check below the answer that best fits your current situation:
(Question #10)

38. THANK YOU!!!