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Volunteer spotlight--PFP Committee.

Are you looking for a way to become involved with The Ohio Society of CPAs?

The Personal Financial Planning (PFP) Committee is one of the many ways you can be involved with the Society--"on your time and your terms."

This committee meets five times a year, mostly via conference call. It allows members to offer input on ways the Society addresses financial planning issues for members and the public. The committee is open to members at all levels of their careers, and focuses on the following areas:

* Resource -- The PFP Committee provides valuable input into how the Society can support CPAs and their roles in financial planning

* CPE -- The PFP Committee discusses the direction of related CPE courses and discusses how to draw attention to programming provided by The Ohio Society of CPAs

* Catalyst -- The PFP Committee members welcome the submission of articles for publishing consideration in Catalyst. They also offer their expertise in both screening and guidance concerning article content

* Inform -- Many PFP Committee members offer their expertise as speakers for Society events and CPE seminars.

While not all CPAs are financial planners, many realize the role they serve as trusted advisers. The PFP Committee is committed to offering as many resources as possible to help CPAs serve their clients in the best possible way.

"This is an opportunity for members to provide a general level of education for our peers," says Sandy Pierce, CPA, committee chair. "Committee members focus on the leadership role CPAs can bring to the financial planning world--we bring not only our expertise, but the core values on which our profession is built."

For more information on the PFP Committee, and to learn how you can become involved, contact Jane Lee, assistant manager, event development at or 800.686.2727, ext. 338.

To learn about the many volunteer opportunities available at The Ohio Society of CPAs, visit, under the Member tab--Volunteer Opportunities, or contact Megan Mattison Eufinger, assistant manager, Member Connections, at or 800.686.2727, ext. 372.

Magan Mattison Eufinger is assistant manger, Member Connections at The Ohio Society. She can be reached at or 800.686.2727, ext. 372.

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No portion of this article can be reproduced without the express written permission from the copyright holder.
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Title Annotation:member connections
Author:Eufinger, Megan Mattison
Publication:Catalyst (Dublin, Ohio)
Date:Nov 1, 2005
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