May Print

Chapter Meetings

 An Economic Update featuring a Fed Perspective on COVID-19 

Presented by: Anoop Mishra, VP/Regional Executive, Federal Reserve Bank of Atlanta – Birmingham Branch

We are very pleased to announce that Anoop Mishra, Regional Executive for the Birmingham Branch of the Atlanta Fed, will be the guest presenter at our next chapter meeting on May 21st, 2020. The economic impacts of the coronavirus are unprecedented. So are the steps the Federal Reserve is taking to address them. Mr. Mishra will provide some perspectives on the crisis, the Fed’s response and prospects for economic recovery.

Anoop Mishra is a vice president and regional executive at the Birmingham Branch of the Federal Reserve Bank of Atlanta. He is responsible for the Birmingham Branch’s board of directors, leads the Birmingham Branch’s community economic development outreach activities, and oversees its economic and financial education programs. As part of the Regional Economic Information Network, he is responsible for economic intelligence gathering in the local business and academic communities to support the Atlanta Bank’s contributions to the monetary policy process.

Before joining the Bank, Mishra owned a business consulting firm and was previously the chief executive officer of WorkforceQA, a provider of employment screening and compliance services. He was the chief operating officer for EDPM, also a provider of employment screening solutions, prior to its acquisition by WorkforceQA. Mishra has also worked for Accenture as a manager in its strategy practice in financial services, and he worked for Operation New Birmingham, a nonprofit urban development group. He also has served on the Atlanta Fed’s Human Capital Advisory Council.

Mishra earned bachelor’s degrees in political science and business administration from Birmingham Southern College and a master’s degree in business administration from the University of Pennsylvania’s Wharton School.

Amid the COVID-19 preparations and precautions, the May meeting will be held virtually via Zoom. Please monitor your emails for any updates in the coming weeks.

1 hour of CFP® credit in application

Thursday, May 21st                             12:00-1:00PM                       Zoom Conferencing Software

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President's Message

Hello Everyone!

I hope that you and your families are doing well as we all continue to adjust to this most unusual time in our world. We have all learned new phrases like Social Distancing and Curbside Pickup……….and exactly how far 6 ft is 😊

I hope you all enjoyed Lynn Campisi’s ZOOM presentation for the April Monthly Meeting. In May, we will have a presentation and update from Anoop Mishra of the Birmingham Branch of the Atlanta Federal Reserve. His presentation will cover some of the steps the Federal Reserve to taking to deal with the economic impacts of Covid-19.  It is likely that this meeting will be virtual as well, but we will let everyone know as soon as possible. At this point, the Federal Reserve Building is closed the visitors and presentations.

I would encourage everyone to take a look at the National FPA website as they continue to add content for us to better serve our clients. That website is www.onefpa.org .

The joint meeting with our FPA Chapter and the Estate Planning Council has been rescheduled from May 7th to November 5th, so please make that update on your calendars. We also hope to be able to reschedule our membership event to a date in the late summer or fall, but more to come.

I hope everyone continues to stay safe and we certainly hope to be together again soon!

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Welcome New Members

Daniel Tamburello
Eric J. McClain
John  Shumake
Jenny Jesup
Stephen Gunter
Stewart Whitt

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Calendar of Events

2020 FPANA Calendar
Date Type   Date Type  
May 21 Fed. Res. Econ. Update   Oct FPA Residency  
July 18 Roundtable   Oct Financial Planning Week
Aug 20 Millenial Money   Oct 15 Chapter Meeting  
Sept 17 Symposium   Nov 5 FPA-EPC Joint Meeting  
Sept 30-Oct 2 FPA Annual Conf., AZ   Nov 19 Chapter Meeting  

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Announcements

The May 7 joint meeting of FPA and Estate Planning Council has been rescheduled to November 5.

The Birmingham Barons membership event has been cancelled. We hope to reschedule it for a date in the summer or fall.

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Please Thank Our Partners

Premiere Partner:

Gold Partners:

Silver Partners:

TDAI

Internal Partners:

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