Leaders Blog

Open to all financial professionals! At NAIFA, we take our duty of service to the industry seriously. Some issues are so important that they need to be shared with everyone for the betterment of the profession. That is why we are offering this critical element to all financial professionals.

Elevate your client discussions with our focused webinar on the now-enacted HR 1! Designed for financial professionals, this session will equip you with the insights to confidently guide clients through the new tax and retirement planning landscape. What you'll learn on Thursday, July 24 @ Noon Eastern: 

Are you a 2026 President, President-Elect, Membership Chair, Advocacy Chair, IFAPAC Chair, Grassroots Chair or Chapter Executive? If so, the National Leadership Conference is a limited opportunity event for you! In order to assist in your planning and preparation for a successful 2026 leadership year, we have put together a robust one-day conference so that you can achieve the best possible outcome in your leadership role.

Join us on July 24 at 4 p.m. Eastern for "How to Leverage Social Media for Your Chapter in Two Hours a Week or Less" with Social Media Manager, Julianne Battista!

At NAIFA, we believe strong Chapters start with strong leaders. That’s why we offer the Empowering Chapter Leaders Program, designed to equip our volunteer leaders with the tools, resources and confidence to drive success at the State and Local level.

Whether you're a seasoned leader or stepping into a new role, this program will walk through:

Whether you’re just starting out, or a seasoned professional, mentorship can be a game-changer. That’s why NAIFA is proud to offer our Mentorloop Program — an exclusive FREE benefit designed to help members grow, connect and thrive. With Mentorloop, you can:

Is your Chapter is hosting a Power Hour with your Board of Directors and/or Membership Committee? If so, NAIFA's Membership Team is ready, willing and able to join in and make calls with your team. 

You're invited to participate in NAIFA’s Blueprint Chapter Leadership Training, designed to equip our Chapter leaders with the tools, strategies and support needed to lead with purpose and confidence. Whether you’re new to your role or a seasoned leader, the program provides a comprehensive roadmap for successful Chapter management, member engagement and impactful programming. This dynamic program includes:

Join us on July 24 at 4 p.m. Eastern for "How to Leverage Social Media for Your Chapter in Two Hours a Week or Less" with Social Media Manager, Julianne Battista!

If not, there's still time - two training opportunities remain. Congratulations to the following Certified Chapter Leadership Boards.

The National Leadership Conference is your meeting. We gather each year to learn from each other, plan for the future and celebrate our award winners and colleagues in leadership. NAIFA’s national leaders and professional staff will facilitate sessions on growing membership, promoting advocacy and ensuring the success of NAIFA Chapters.