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Advocis Government Relations Guide for Provincial Advocacy Committee Members Alberta

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Advocis Government Relations Guide for Provincial Advocacy Committee Members Alberta Grass Roots Engagement November 2011 The purpose of the meetings is to make the ... – PowerPoint PPT presentation

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Title: Advocis Government Relations Guide for Provincial Advocacy Committee Members Alberta


1
Advocis Government RelationsGuide for
Provincial Advocacy Committee MembersAlberta
  • Grass Roots Engagement
  • November 2011

2
Introduction
  • First Welcome and thank you!
  • Goal give you the tools and knowledge to
    effectively engage local politicians in order to
    advance our collective issues
  • How this document is organized
  • PowerPoint slides with notes section
  • Links to outside resources, tools and templates
  • Elected officials will be referred to as
    Members

3
Things we will cover
  • Advocis Government Relations Strategy
  • What is a PAC and what do they do?
  • How Advocacy is organized and supported
  • What is my responsibility and whats in it for
    me?
  • What is grassroots advocacy?
  • Activities to engage politicians
  • Defining your engagement as a PAC member

4
Things we will cover
  • How-to guide to organising a meeting with your
    local Member
  • Goal of the meeting
  • Key terms
  • Successfully talking to your Member
  • Sept One Arrange a meeting
  • Sept Two Prepare for the meeting
  • Step Three The meeting
  • Sept Four The follow up
  • DOs and DONTs

5
Things we will cover
  • Key messaging and support
  • Advocis
  • Provincial Focus
  • Federal Focus
  • Training module - Role playing
  • Helpful links

6
Advocis Government Relations Strategy
  • Main drivers of our advocacy efforts
  • Consumer protection, access and choice
  • Value of financial advice

7
Five Advocacy Pillars
  1. Professionalism of financial advisors
  2. Regulatory convergence

8
Five Advocacy Pillars
  • 3. Distribution of financial services and
    compensation
  • 4. Supporting the business of financial advisors
  • 5. Improving retirement income and financial
    security of Canadians

9
How Advocacy is organized
10
What is a PAC?
  • Provincial Advocacy Committee (PAC) Network
  • PACs are province-wide committees comprised of
    Advocis members who are committed to being
    involved politically
  • They are sub-committees of the National
    Government Relations Committee

11
What is a PAC?
  • Provincial Advocacy Committee (PAC) Network
  • Created to provide advocacy support on regulatory
    and policy issues
  • Develop a lobbying capability for our organization

12
PACs What they do
  • Promote political involvement within Advocis
    membership and develop an effective network
  • Interact and communicate with Advocis members and
    in particular chapter executives on advocacy
    initiatives
  • Implement decisions of the National Regulatory
    and Government Relations Committees

13
PACs What they do
  • Identify provincial legislative and regulatory
    actions
  • Evaluate relevant provincial policy initiatives
    and make recommendations to the National
    Committees of Advocis
  • Coordinate with Advocis staff and the National
    Committees of the Board on major advocacy
    initiatives

14
How Advocis supports you
  • Political engagement guide
  • Ongoing training
  • Communications
  • Advocis Government Relations Grid
  • Government relations web page

15
Whats my responsibility?
  • The primary purpose of a PAC member is to develop
    a long-lasting relationship with local elected
    officials both provincially and federally so that
    we can better advocate for our profession when
    there are issues of interest or concern

16
Whats in it for me?
  • You are in fact
  • Advancing issues that affect your industry and
    ultimately your ability to make a living in your
    chosen profession
  • Help protect my profession and consumers from
    unscrupulous and dishonest practitioners that
    tarnish our reputation
  • Meeting opinion leaders and affluent members of
    your community that can help drive your business

17
What is grassroots advocacy?
  • Simply put, advocacy is the "art of persuasive
    communication"
  • Grassroots advocacy is the expression of popular
    support (or opposition) for a position that
    demonstrates the depth of constituent support and
    gives legislators an added degree of confidence
    in their position

18
What is grassroots advocacy?
  • Advocis members deliver important services to the
    public that many legislators are not familiar
    with
  • All you need is personal experience and factual
    information to back it up
  • Then build a relationship with your local
    politician to deliver the message

19
Activities to engage politicians(and commitment
level)
  • Participate in Legislature Days (1.5 days)
  • Meet with politicians in their office (1 hour)
  • Attend local events where the politicians are in
    attendance (varies)
  • Petitions, letters and emails (half hour)

20
Activities to engage politicians(and commitment
level)
  • Donate to local elected officials or attend
    fundraising events ()
  • Some events are organized by Advocis members
  • Volunteer on election campaigns (variable)
  • Participate in political associations (variable)
  • Social media sign up for politicians Twitter
    and Facebook (minutes)
  • Make presentations to Legislative Committees
    (significant)

21
Defining your engagement as a PAC member
  • As part of the PAC we would like you to
  • Participate in a Advocis Legislature Day or
    related activity in your province, and
  • Engage your local elected representative
    face-to-face two times during the year
  • Feel free to engage elected officials in any of
    the other engagement activities outlined above if
    you want to do more

22
THE HOW-TO GUIDE TO MEET WITH YOUR ELECTED
OFFICIAL IN FOUR EASY STEPS
23
What's the goal of the meeting?
  • The purpose is to make the elected representative
    and their staff aware of the issues, with clear
    key messages, then to ask for specific actions
  • The general goals are to
  • Elevate government awareness
  • Increase the credibility and visibility of
    Advocis
  • Achieve specific aims, as outlined by the PAC
  • Raise public awareness on important issues

24
A few key terms
  • The titles of elected officials
  • Federally
  • Member of Parliament (MP)
  • Provincially
  • Member of Provincial Parliament (MPP)
  • Member of the Legislative Assembly (MLA)
  • Member of the House of Assembly (MHA)
  • Members of the National Assembly (MNA)

25
A few key terms
  • Prime Minister of Canada - The Right Honourable
    (full name) Prime Minister of Canada
  • Premier of a Province - The Honourable(full
    name), Premier of (Province)
  • Provincial/Territorial Cabinet Ministers - The
    Honourable (full name), Minister of _______
  • Members of a provincial legislative assembly -
    Mr./Mrs./Ms./Miss (full name) MLA or(MPP, MNA,
    or MHA)

26
Alberta Regulatory Framework
People and Bodies Legislation
Minister of Finance INSURANCE ACT
Ministry of Finance Securities Act
The Alberta Insurance Council
Alberta Securities Commission
Investment Industry Regulatory Organization of Canada
Mutual Fund Dealers Association
26
27
Step One Arrange a meeting
  • Call your Members local constituency office and
    request a meeting
  • Provide the assistant with a brief written
    summary or an agenda about why you are calling
    LINK
  • Confirm the time and place of your meeting and
    clearly state your purpose of your meeting
  • Before a meeting is secured contact
  • Juno Da Silva at jdasilva_at_advocis.ca
  • We need to be aware of these meetings

28
Step Two - Prepare for the meeting
  • Get to know your elected official
  • Prepare for your meeting
  • Review key messaging about Advocis and the
    current issues in your province
  • Be prepared to tell your personal story
  • Review your Ask

29
Step Three The meeting
  • Introduce yourself and Advocis
  • Explain the goals and objectives for your meeting
  • Provide your Member with a leave behind
  • Introduce and explain the issues you want to
    discuss
  • Be sincere and passionate
  • Secure their commitment to communicate their
    support to the proper minister, and the other
    Members of their caucus
  • Take notes

30
Step Four - Follow up
  • Write a thank you letter to your Member LINK
  • Ask them to keep you informed about their efforts
    and actions
  • Call and thank the Members assistant
  • Let us know about your progress by filling out
    our reporting form LINK
  • Keep in touch with your Member

31
DOs DONTs
  • Be Informed
  • Be Prepared
  • Appeal to reason
  • Tell the Truth
  • Personal Contact
  • Designate a Spokesperson
  • Be Early
  • Be Brief

32
DOs DONTs
  • Be Polite and Professional
  • Make it Known that you Vote
  • When a Member Wanders off Topic
  • If a Member Doesn't Show dont be Offended
  • Stay Focused
  • Fill in the Response Form
  • Dont Feel Intimidated

33
Messaging support
  • Advocis will provide
  • Key Messages
  • Background Notes
  • Leave Behind document / material

34
Key Message - About Advocis
  • Advocis, The Financial Advisors Association of
    Canada, is the oldest and largest voluntary
    membership association of financial advisors and
    planners in Canada.
  • With more than 11,000 advisors and planners in 41
    chapters across Canada, Advocis members provide
    financial advice, product service and employee
    benefit planning to millions of Canadians in a
    number of areas including estate and retirement
    planning, wealth management, risk management and
    tax planning.

35
Sample Key Messages
36
Sample Backgrounder
37
Sample Leave Behind
38
Helpful Links
  • Recent Regulatory Bulletins
  • Recent Submissions
  • Advisor Voice
  • Advocis Regulatory Affairs Grid
  • Advocis Government Relations Grid

39
Appendix Provincial Legislatures
  • Parliament of Canada
  • Legislative Assembly of Alberta
  • Legislative Assembly of British Columbia
  • Manitoba Legislative Assembly
  • Legislative Assembly of New Brunswick
  • House of Assembly, Newfoundland and Labrador
  • The Legislative Assembly of the Northwest
    Territories
  • Nova Scotia House of Assembly
  • Legislative Assembly of Nunavut
  • Legislative Assembly of Ontario
  • The Legislative Assembly of Prince Edward Island
  • The National Assembly of Quebec
  • The Legislative Assembly of Saskatchewan
  • The Yukon Legislative Assembly

40
Appendix Find Your MPP/MLA
  • British Columbia
  • Alberta
  • Saskatchewan
  • Manitoba
  • Ontario
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Prince Edward Island
  • Federal

41
  • Thank You Once Again for Advancing your
    Profession through your Advocacy
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