Leaders Blog

The deadline to reserve your room at this year's National Leadership Conference is quickly approaching! To ensure you receive the best rates and accommodations, we strongly encourage you to book your room before September 15.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on September 4th, for the September Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

New to the Chapter Playbook this week, social media resources! In today's world, making NAIFA's voice heard requires more than just the basics, it requires presence, visibility and engagement on social media. But how? 

NAIFA-Florida was recently spotted for its successful Miami-Dade Affiliate Event — a 4-Hour Law and Ethics CE Course led by Donald Brown, CLU, ChFC, LUTCF. The session delivered valuable insights, sparked engaging discussions, and provided participants with continuing education credit.

The event was offered in a hybrid format, with attendees joining both in person at the 94th Aero Squadron and virtually via Zoom.

NAIFA has always been the voice of Main Street financial professionals. We protect our clients, advocate for our industry, and provide leadership that helps families and businesses thrive. But today, making that voice heard requires more than traditional advocacy—it requires presence, visibility, and engagement on social media.

NAIFA’s Blueprint Leadership Training is your step-by-step guide to becoming an empowered and effective leader within our association and your community.

When I first stepped into a leadership role at NAIFA, I did it as a volunteer just like you. What I didn’t realize at the time was how rewarding, energizing, and impactful the experience would be. Serving as a volunteer leader has not only been gratifying on a personal level, it has also been one of the best investments I’ve made in my career, my leadership skills, and my ability to serve our profession.

Significant changes to charitable giving rules are on the horizon, and now is the time for your clients to prepare. The OBBBA introduces new rules taking effect on January 1, 2026, with several opportunities set to expire on December 31. Acting now can help clients maximize available benefits and avoid missed opportunities.

NAIFA-Wisconsin was recently spotted for their Q3 Membership Power Hour where the focus was on making care calls to thank members and share event invitations.

Special recognition goes to Lobbyist George Ermert, who wasn’t expected to stay on the call but insisted on participating. He jumped right in, personally thanking those for their membership and encouraging them to attend the upcoming Power Summit and Legislative Day.

Join NAIFA for our National Leadership Conference, where leaders from across the country unite to inspire, collaborate and plan for 2026.