Leaders Blog

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

Great Chapters are built by prepared leaders. NAIFA’s Blueprint Chapter Leadership Training equips Chapter leaders with the tools, clarity, and confidence needed to lead effectively and create long-term success.

The Paul Mills Scholarship program dates back to 1984 and was named in honor of the gentleman who served as the Society of FSP’s second executive vice president. From 1984 through 2012, Paul Mills Scholarships were awarded to FSP members in recognition of their service and to encourage the pursuit of lifelong professional education.

Join us on February 26 @ 4 p.m. Eastern to learn how! Back by popular demand, Corey Mathews, Vice President of Membership and Chapter Services, will be conducting our Q1 training webinar - “Building a Successful Membership Program.” After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference.

The National Association of Insurance and Financial Advisors (NAIFA) is reminding members that the deadline is approaching soon for one of NAIFA’s most prestigious honors. Now is the time to recognize outstanding peers who exemplify Terry’s commitment to NAIFA’s advocacy efforts, as well as characteristics of excellence, leadership, and service by submitting your nominations.

This award honors beloved NAIFA member Terry Headley, and highlights what it means to be a true citizen advocate and professional. NAIFA is proud to be the organization that champions and celebrates those who lead with purpose.

Terry Headley Lifetime Defender Award
This award honors a NAIFA member whose political advocacy on behalf of the industry, financial professionals, and consumers reflects the dedication and influence of the award's namesake, Terry Headley. Recipients are lifelong defenders of the profession and embody NAIFA’s advocacy mission at the state and federal levels.

The following States have already submitted a nominee.  
Colorado | Florida x3 | Illinois x2 | Nebraska | New Jersey | North Carolina | Pennsylvania | South Carolina 

Please reach out to Shanika Thomas sthomas@naifa.org for more information.   

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

Back by popular demand, Corey Mathews, Vice President of Membership and Chapter Services, will be conducting our Q1 training webinar! Corey will present, “Building a Successful Membership Program,” on February 26 @ 4 p.m. Eastern. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference.

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:

New to the Chapter Playbook this week - updated PAC materials! Updates include FAQs on Administrative Fees, as well as a summary on the structure of NAIFA's PACs and State Chapter PAC filings.