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May
President's Message
Hello everyone!
Happy Spring! We had a wonderful turnout for our April chapter meeting. I want to thank Russ Olson with PIMCO for sharing a great message about building resilient portfolios in the current environment and for PIMCO’s long-standing partnership with our chapter.
We have some fantastic events coming up over the next month that I’m sure you won't want to miss.
First is our Member & Partner Appreciation event on May 13th. We’ll be back at a Barons game this year, and we’re excited for a great day of lunch, baseball, and good company.
Next up, I know we are all looking forward to our May presentation and update from Anoop Mishra of the Birmingham Branch of the Atlanta Federal Reserve. Anoop will be speaking to us at The Federal Reserve on May 21st. We’ll be back upstairs for Anoop’s presentation, and we ask that everyone please be seated in the conference room at noon.
Finally, on the afternoon of the 21st, we have a NexGen event scheduled with the Alabama Young CPAs Society. We’ll be gathering at Cahaba Brewing from 4 pm – 6 pm.
We’ll take our summer break in June and July so I really hope to see everyone at all the events we have scheduled for May!
Be sure to mark your calendars!
Isabella Blount, CPA , CFP®
Financial Advisor
Chapter Meeting
May 21 Chapter Meeting: Inside the Fed - Economic Conditions, Outlook & Emerging Risks
Inside the Fed: Economic Conditions, Outlook & Emerging Risks
Anoop will present a Federal Reserve perspective on the current economic landscape. This session will examine trends in growth, labor markets, and inflation, as well as their impact on monetary policy. Additionally, he will discuss potential risks to the economic outlook, such as fiscal pressures and geopolitical uncertainty.
By Attending This Session, Participants Will Be Able To:
- Describe Current Macroeconomic Conditions and Key Economic Indicators
- Evaluate the Economic Outlook for 2026 and Beyond
- Explain How Evolving Economic Conditions Are Influencing Federal Reserve Monetary Policy Decisions
1 CFP® CE
Anoop Mishra
Anoop Mishra is the Regional Executive for the Birmingham Office of the Federal Reserve Bank of Atlanta. He leads the Atlanta Fed’s monetary policy work in the state of Alabama, including collecting and synthesizing economic intel from business and community leaders. Anoop oversees the Birmingham Branch’s board of directors, the District’s Agriculture Advisory Council, and leads the Atlanta Fed’s outreach efforts in Alabama.
Before joining the Bank in 2018, Anoop owned a business consulting firm and was previously the chief executive officer of WorkforceQA, a national employment screening and compliance provider. He served as the chief operating officer for EDPM for 12 years prior to its acquisition by WorkforceQA. While there, he served on the Atlanta Fed’s Human Capital Advisory Council. Anoop also worked for Accenture in Atlanta in its Strategy / Financial Services practice.
Anoop received a BA in political science from Birmingham-Southern College and MBA from the University of Pennsylvania’s Wharton School. He is active in the Birmingham community, serving on the boards of the United Way of Central Alabama, Prosper Birmingham, and the Downtown Kiwanis Club. He is board president for the Alabama Economics Club. He is an alumnus of Leadership Birmingham and Leadership Alabama.
Unless otherwise specified, all meetings are on the 3rd Thursday
Time: 11:30 AM – 1:00 PM
Location: Federal Reserve Bank, 524 Liberty Parkway
Directions and parking information here
Format: Eat together in a gourmet style cafeteria until 11:55, then move to conference room for presentation. Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy lunch and the speaker.
Registration: $15 members, (see below for Guest Policy)
$160 - 2026 Season Ticket, covers all regular chapter meetings
RSVP: by the Friday before the meeting.
Register Now
Member Appreciation
May 13 - FPA Member Appreciation Event
We’re celebrating our valued FPA members with a day at the ballpark. Join us on May 13 at Regions Field for a Birmingham Barons baseball game vs. the Rocket City Trash Pandas, including lunch and the opportunity to connect with fellow members.
This event is our way of showing appreciation for the professionals who make up our FPA community. Enjoy an exciting game and a well-deserved break while networking with colleagues.
Space is limited—register now to secure your spot.
Register NowTickets
$20.00 Membership Appreciation Event
$30.00 after 12:00 am May 1
$0.00 Partner
Calendar of Events
2026 FPA Meetings & Events
May 13 Member Appreciation Social in the Baron's Suite
May 21 May FPA Chapter Meeting at the Federal Reserve, "Inside the Fed: Economic Conditions, Outlook & Emerging Risks" with Anoop Mishra
May 21 Beyond the Desk: Networking Happy Hour for Young Professionals in BHM
Aug 20 August FPA Chapter Meeting at the Federal Reserve
Sept 16 Sept 16 Pre Symposium Happy Hour at The Foxhole at The Fennec
Sept 17 Sept 17 Symposium at The Fennec
Oct 15 October FPA Chapter Meeting at the Federal Reserve
Nov 19 November FPA Chapter Meeting at the Federal Reserve
Symposium
We’re heading back to The Fennec on September 17, 2026, for our annual symposium—early-bird registration is now open!
Early bird rates apply before August 21
Pre Sympoisum Social
September 16th
Foxhole at the Fennec 5:00 PM – 7:00 PM
Drinks and Hors d'oeuvres to kick off the Symposium!
Parking instructions: Please refer to the map below for parking available in side lot and Valet parking.
Community Service
We are looking for volunteers to help make the annual symposium even more memorable.
If you’re interested in joining the symposium committee, please reach out to Marly Green ([email protected]).
Partnership
Become a Corporate Partner
OUR VISION FOR OUR PARTNERS
To develop a long term, professional and mutually profitable relationship with our sponsor partners and to create an excellent working relationship between our members and partners.
The Financial Planning Association is one of the largest, most active, and most sophisticated financial advisor groups in the country with over 17,000 members (over 70% are CFP® professionals!) and nearly 77 active local chapters. The FPA North Alabama is widely recognized as a leader in the financial planning community and one of the most successful chapters in the country.
Our chapter is a past recipient of Outstanding Achievement Awards in the categories of Advocacy, Financial Literacy, and Partnering with Like-Minded Organizations.
Our members include financial planners, broker dealers, insurance professionals, attorneys, CPAs, investment specialists as well as banking and thrift professionals.
The chapter’s 170+ members are a dynamic, vibrant audience. Members collectively manage substantial investment assets on behalf of clients. Many FPA members are nationally known and active within leading professional groups and societies. FPA North Alabama members have a wide range of industry experience ranging from seasoned forty or more years to novice first year planners.
PARTNER BENEFITS
RECOGNITION
Visibility as an FPA North Alabama partner throughout the year at all FPANA events, in all newsletters, as well as on our website.
EXPOSURE
You are welcomed to our chapter events and will be introduced to our membership on a consistent basis. The financial professionals you’ll meet through the FPANA Chapter can help you build long-term business relationships.
EXHIBIT TABLE
Members are continually looking for information on new products and services to meet their clients’ needs. Platinum and Gold level partners can display their materials at our monthly chapter meetings to a targeted audience.
OPPORTUNITIES
You have the opportunity to meet and share your message with attendees at the chapter meetings, partner event, and annual symposium. It’s an excellent time to collect business cards for follow-up marketing.
EXHIBITOR SPACE
Exhibitor space is provided at our annual FPA of North Alabama Symposium.
Read more and become a Corporate Partner Today!
