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2018-2019 Membership Year (starting June 1, 2018) -



The RMAFP wants you – we think that your experience as a financial professional, support of financial education, creativity to help make us better, and ambition to help us grow uniquely qualifies YOU as a candidate for the next generation of our Board.

“Serving on the RMAFP Board for six years was one of the greatest experiences of my professional career.  I learned so much from my peers as they influenced my growth and expanded my horizons in a way that I had not experienced up to that point.

As I followed in others footsteps, I had the wonderful opportunity to add my ‘fingerprint’ to the association through designating a specific focus for the Board during my term as Vice President and then as President.

Focusing on effective communication allowed the Board to more efficiently and successfully lead the association toward specific strategic growth initiatives.  Then we focused on engagement and leadership, knitting these initiatives in at the Board level first, and then making it our mission to disseminate that passion through the members of the Association.  We all benefited from the renewed energy and engagement within the association, and in rebuilding our reserves from the severe impact of the Great Recession.

The personal and professional growth that I have experienced as a member, and then serving on the Board, will forever impact how I lead in the market place as a sales professional and how I serve in any leadership capacity in the future.  Becoming a part of the RMAFP Board will provide you fertile ground to contribute, collaborate and evolve personally and professionally!”

Kari Ellis (formerly Osborne), RMAFP Past President

Please consider applying for a spot on our Board of Directors HERE.

If you have questions about what it’s like to serve on a board or whether you think you’d be a good fit, please don’t hesitate to reach out to us at and the RMAFP’s Nominating Committee Chair and Immediate Past President, Rachel Grubb will be in touch.


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2018 Rocky Mountain Summit

WEDNESDAY, MAY 9, 2018  


For more information or to register, visit:

Early Bird Registration ends 3/22/2018. Great rate at $320 for members and partners. Non-Members at $480 which includes trial membership for next membership year. SIGN UP! 

Thanks to our Platinum Sponsors: 

Capital One, Citywide Banks, PNC Bank, Wells Fargo Bank

Calendar more

March Field Trip- Robotic Process Automation: a Digital Workforce in Financial Services

Thank you to our Website & Technology Sponsor! 


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