2024-11-05T15:15:16-08:00 2023-12-31 680260103 Regalia & Associates CPAS 103 Town and Country Drive Suite K Danville CA 94526 990 2023-01-01 261730710 FPA NorCal Conference FPAN 9259621100 251 LAFAYETTE CIRCLE SUITE 250 LAFAYETTE CA 94549 Eric Flett Treasurer 9259621100 2024-11-05 true true Douglas W Regalia P00186389 9253140390 2023 2024-10-15 13:58:12Z Thomas Howard 251 LAFAYETTE CIRCLE SUITE 250 LAFAYETTE CA 94549 953445 false X www.fpanorcal.org X 2007 CA The Financial Planning Association NorCal Conference is an annual two day gathering of the top financial planning professionals from the San Francisco Bay Area and across the United States. 15 15 0 16 0 0 756676 953029 5 416 0 756681 953445 0 0 0 0 0 909668 783043 909668 783043 -152987 170402 226522 396924 0 226522 396924 Starting in 1971 as a joint effort of the eight International Association of Financial Planners (IAFP) Chapters in the greater Norcal Conference KeynoteSan Francisco Bay Area, the NorCal Conference attracts more than 500 financial professionals and affiliated vendors from across the nation. false false 730028 953029 The Financial Planning Association NorCal Conference is an annual two day gathering of the top financial planning professionals from the San Francisco Bay Area and across the United States. The Conference is organized by over 20 financial planning professionals from the Northern California region who are affiliated with the Financial Planning Association (FPA), supporting sponsors, and other financial planners.The goals of the FPA NorCal Conference are summarized as follows: 1. To help its members improve their awareness of changes in the financial planning industry. 2. To network with other financial planning professionals 3. To provide for its members instructions, educational materials, and opportunities which will continue to sustain the level of professionalism in the financial planning industry. 4. To provide opportunities, as an association, for members to enhance their service to the community through such forums as charitable events, hands-on projects, and other community efforts. 5. To encourage its members to engage in the highest ethical standards. 730028 false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 21 0 true 0 false false false false false false false false X 15 15 false false false false true true false true true true false true true true true false true false false false CA X X X ERIC M FLETT 9259621100 251 LAFAYETTE CIRCLE SUITE 250 LAFAYETTE CA 94549 X Thomas Howard Chairman 4.00 0.00 X X 0 0 0 Paig Uher Program Co-Chr 4.00 0.00 X X 0 0 0 Sara Ellefsen Program Co-Chr 4.00 0.00 X X 0 0 0 Daniel Anderson Keynote Liaison 4.00 0.00 X X 0 0 0 William Pitney Keynote Liaison 4.00 0.00 X X 0 0 0 Eric Flett Treasurer 4.00 0.00 X X 0 0 0 Shawn Eubanks Sponsor Co-Chr 4.00 0.00 X 0 0 0 Brandon Ma Sponsor Co-Chr 4.00 0.00 X 0 0 0 Leotie Fukawa Speaker Liaison 4.00 0.00 X 0 0 0 Mira Ma Speaker Liaison 4.00 0.00 X 0 0 0 Laura Pantaleo Speaker Liaison 4.00 0.00 X 0 0 0 Phuong Quach Speaker Liaison 4.00 0.00 X 0 0 0 Jaime Alpaugh Speaker Liaison 4.00 0.00 X 0 0 0 Denise Tuemmler Speaker Liaison 4.00 0.00 X 0 0 0 Cameo Roberson Marketing 4.00 0.00 X 0 0 0 0 false false false 0 0 DUES AND REGISTRATIONS 611430 586737 586737 EXHIBITOR REVENUE 611430 331446 331446 Newsletter Income 611430 34846 34846 953029 416 416 0 0 0 0 0 0 0 0 953445 953029 416 0 0 0 0 0 0 0 0 0 0 171800 146030 25770 0 5983 5983 0 0 0 56247 52552 3695 0 7021 7021 1640 1140 500 0 0 0 0 0 0 0 0 4889 4156 733 Facility Expense 374917 374917 Speaker Expense 73284 73284 Newsletter 22128 22128 Virtual Platform 21600 21600 43534 34221 9313 783043 730028 53015 0 189023 346510 37499 50414 0 0 0 0 0 0 0 0 0 0 0 0 0 226522 396924 0 0 X 226522 396924 226522 396924 226522 396924 170402 X false false false Form 990, Part VI, Section A, Line 6 Membership is comprised of various professionals engaged in providing financial planning services to the general public. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's management. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service. Form 990, Part VI, Section B, Line 12c Members of the Board of Directors review all potential conflicts of interest periodically. Top management and all Board members are required to disclose potential conflicts and any related party affiliations. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures. Form 990, Part VI, Section C, Line 18 Tax returns are available for downloading from various websites and can be requested from the organization's office in Lafayette, California. Form 990, Part VI, Section C, Line 19 All of the organization's governing documents, financial statements, and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.candid.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.