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President's Message

July 2019


Happy July!! It’s hard to believe it’s the middle of summer already. I hope everyone is enjoying it.


Although we don’t have any member luncheons in July, it is a very busy month for the Board. July is the month that we transition to our new Board and send the Vice President and President to the Regional Officer’s Meeting (ROM) in Washington, DC. If you think it’s hot in Minnesota right now, you haven’t been to DC in July. Sarah Schaus, and I represented MNAFP, along with 28 other regional AFP “Chapters,” to discuss legal issues, growing memberships, marketing/social media, and best practices. Our Coordinator, Kate Cole, also attended making the MNAFP Trilogy complete. We took a lot of notes while at ROM and were excited to share those notes  with the rest of the Board and Committee members that participated in our Board Transition Meeting last week.


It is at our Annual  Board Transition Meeting that we start to formulate the 2019-2020 year and with new Board Members come new ideas, beginning with a new venue for our monthly luncheons. While we have very much enjoyed the hospitality at JAX Café, and appreciate all they have done for us over the years, we feel that it is time for a change.  Beginning with our first meeting in September, our new venue will be Pinstripes in Edina at 3849 Gallagher Drive. In addition to the venue change, we will have a theme for our luncheon meetings this year. The 2019/202 theme will be Disruptors. As Sarah schedules speakers, she will focus on topics that support the disrupter theme; Economy, Compliance, Industry Changes, Mergers and Acquisitions, all of these things can be disruptors in our industry. I don’t know exactly what topics Sarah will choose, but there seem to be an endless supply of disruptors out there. It is going to be a great year! Below is the lunch schedule for 2019/2020. Please get these dates on your calendar and invite a colleague or client. You will not want to miss anything this year!


MNAFP 2019/2020 Luncheon Meeting Dates:

  • September 12, 2019
  • October 10, 2019
  • November 14, 2019
  • December 12, 2019
  • January 9, 2020
  • February 13, 2020
  • March 12, 2020


Enjoy the rest of the summer!!


Shaundra Lex




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MNAFP Monthly Meeting September 12, 2019

Minnesota Association for Financial Professionals
P. O. Box 358
Isanti, MN 55040-0358

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