The November Chapter meeting is in the bag, with an excellent presentation on the parallels between the project management and financial planning professions, both 50 years old in 2019. Our speaker was Jay Jacobs CFP, currently a partner with Compass Financial Group in Evansville, personally overseeing $115 million in assets for 200+ clients. A native of Henderson KY, after graduating from Bellarmine Univeristy in 1998, Jay started work as a financial advisor, becoming a Certified Financial Planner in 2003. His historical perspective brought us up to date with today's pitfalls, trends and strategies for individual financial planning.
The Membership Survey has been distributed to PMISWIC members, with a due date no later than November 26. It is only 10 questions and asks members what they want out of our Chapter. We want to add value to our members' careers, and responding to the survey will help us do that. Survey results are already coming in and, when collated and analyzed, will provide invaluable data for planning next year's events.
So, we have scheduled a 2020 Planning Workshop on December 14 (see Events) to which all Chapter members are invited. Lunch will be hosted by PMISWIC. The agenda is being drawn up but will include discussion of our Charter (contract for our existence as a Chapter) with PMI; the PMI Core Services we are required to provide; our current Annual Plan that addresses how we provide required core services; results of the Membership Survey; and an outline of our 2020 Annual Plan in terms of what we do, how, where, and when. This is your chance to provide your input and maximize return on your Chapter investment. Please register for the Event if you plan to attend.