Leaders Blog

New to the Chapter Playbook this week, an updated Financial Internal Controls list! The list includes details on:

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.

New to the Chapter Playbook this week, an updated budget template! A budget is essential to managing a Chapter, and the Treasurer should work with the executive committee and staff to develop an annual budget. To help prepare your budget, click below for a budget template.

On July 25 @ 3 p.m. Eastern, the Chapter Services Team will be conducting a Succession Planning Training Webinar! As we begin to plan for 2025, the webinar will provide Chapters with succession planning tips and tricks and answer any questions Chapters may have. Topics include: 

According to National Mentoring Day, which is celebrated on October 27 each year, 97% of those who have a mentor find the relationship to be immensely valuable, and entrepreneurs are twice as likely to succeed if they have a mentor. That is why we launched the NAIFA Mentor Loop program in 2023, our exclusive member benefit that matches mentors and mentees while providing a structured and supportive framework.

Join the Chapter Services Team on July 25 @ 3 p.m. Eastern as they conduct a Succession Planning Training Webinar!

As we begin to plan for 2025, the webinar will provide Chapters with succession planning tips and tricks and answer any questions Chapters may have. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference!
Presidents, President-Elects, Immediate Past Presidents, Executive Directors and Chapter Staff are encouraged to attend, but ALL Chapter Leaders are invited!