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 About  Mission & Vision  Board of Directors  2012-2013 Accomplishments  2013-2014 Goals  Financial Report  Q & A.

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Presentation on theme: " About  Mission & Vision  Board of Directors  2012-2013 Accomplishments  2013-2014 Goals  Financial Report  Q & A."— Presentation transcript:

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2  About  Mission & Vision  Board of Directors  2012-2013 Accomplishments  2013-2014 Goals  Financial Report  Q & A

3  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  Quarterly E-Newsletters  Online Library Publications  Online Resources  Online Calculators  Daily Financial Tips  Member Benefits

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

6  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 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 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  Chairman, Susan Tierman  Treasurer, Blanca Guerrero  Secretary, Sue Chan  President & CEO, Margaret Toppel

10  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

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12 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 Preparation 16,296.89 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  Implement website improvements (phase II)  Launch social media presence  Increase member benefits and membership  Enhance database  Create training videos  Expand philanthropic opportunities

14 For more info, please visit financialfitnessassociation.org.


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