Leaders Blog

NAIFA CEO, Kevin Mayeux, CAE, welcomed attendees to the April Chapter Leaders Webinar! After a brief update from Kevin, Chapter Leaders heard updates from numerous individuals across the NAIFA Family: 

Does you Chapter have an upcoming event? Add it to NAIFA's new online community, NAIFAconnect! Not only does NAIFAconnect serve as an online community and member portal to better connect with peers, it also includes upcoming NAIFA events! 

NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

Registration is open for Congressional Conference and the 2021 Promotional Kit is now available.  Look for additional assets coming soon, including "I'm going to Congressional Conference" graphics and a press release template to use with your local media outlets.

Last month, NAIFA launched our new online community, NAIFAconnect. One of the additional features is a calendar for use across NAIFA Nation.  In addition to the information about upcoming NAIFA events, chapters will be able to promote their events as well. Simply complete an online form and we will take care of the rest. 

NAIFA President-Elect and National Membership Chair, Larry Holzberg, kicked off our April Membership Chairs Meeting with a welcome message to attendees, as well as an announcement that NAIFA has had two consecutive months of net membership growth! 

At its March 24, 2021 meeting, the NAIFA Board of Trustees amended the NAIFA Bylaws to allow appointed Trustees, and the NAIFA Treasurer, to be considered as eligible candidates for the positions of NAIFA Secretary and NAIFA President-Elect. Previously, only those Trustees who had been elected (rather than appointed) to the NAIFA Board, and only a NAIFA Treasurer who had also been elected as a Trustee, could be considered for the offices that lead to service as NAIFA President. With this amendment, qualified NAIFA volunteers who have served on the NAIFA Board through appointment as Trustee or election as Treasurer may also be considered for the NAIFA Secretary and President-Elect roles. This widened pool of eligible leaders gives NAIFA more choices when evaluating diverse, experienced, talented, and dedicated leaders to guide our association in the future. This amendment furthers the modernization of NAIFA’s governance structure as it continues to evolve as a nimble, flexible, professional association that is built to meet the needs of all financial security professionals serving Main Street USA.

Three new documents were added to the Leadership Tools section of the Chapter Playbook this week! NAIFA's 2025 Strategic Plan, 2021 Business Implementation Plan and the recently amended NAIFA Bylaws were all added this week. Check them out using the button below! 

NAIFA has finalized its 2021 Business Implementation Plan (BIP), which provides tactics for achieving outcomes and implementing strategies established by the NAIFA 2025 Strategic Plan.

Financial Literacy | April 8 | 6:30 pm Eastern

Attention IFAPAC and Advocacy leaders: If you have not yet registered for this event, please do so by clicking the Register button below. Please lead by example and join your fellow members for an enjoyable evening.