Leaders Blog

NAIFA-Houston was recently spotted hosting a networking mixer at the Kirby Icehouse! Members of the TXCPA Houston were also in attendance and participated in connecting with members of NAIFA. The event fostered relationship building between the two organizations and provided the opportunity to expand attendees' referral network. NAIFA-Houston then took to LinkedIn to post photos from their event! We are #NAIFAproud of NAIFA-Houston!

As Chapters look ahead to 2023 and beyond, it is essential that potential board members are adequately informed on the expectations of service, including the time commitment, as well as the expected duration of service, depending on their leadership route. For instance, many positions may only require an obligation of a couple of years, while the path to President may require considerably longer.

Does your State Chapter have it's 2023 State Legislative Day and/or it's State Convention planned? If so, let us know the dates of your event by emailing leadership@naifa.org!

NAIFA-Maryland came together on June 9 for "Race to Success," held at the Maryland Jockey Club in Laurel. This event was the first time coming together in-person since before the pandemic began. The day began with breakfast followed by a program that included speakers Senator Pam Beidle, Brian Haney, Paul Dougherty and more.

Is your Chapter planning ahead to 2023? If not, it's time to start thinking about your 2023 Chapter Leaders now! We would highly encourage all Chapters to plan and complete their Annual Business Meeting by September 30. This will allow NAIFA to make sure all of the appropriate leaders are invited to attend this year's National Leadership Conference. This year's conference will take place in Washington D.C. at the Renaissance Downtown Hotel from November 13-15.  

NAIFA-Illinois was spotted celebrating three members who recently earned their Certified Financial Planner (CFP) designation on LinkedIn!

Chapter Staff and Chapter Leaders from across NAIFA Nation met on Thursday, June 2 to hear the latest updates and announcements! This month's Chapter Leader Webinar featured several speakers, across multiple different departments, including:

As you may be aware, Affiliate development is a main goal for the Chapter Services Team in 2022. Back in March, the Chapter Services Team hosted their first webinar on Affiliate development that was designed to help Chapters start developing a successful Affiliate structure. The presentation focused heavily on Affiliate boundary development, as well as provided Chapters with a number of tools and resources necessary to complete the Affiliate development process.

Part two of our webinar series will take place on June 9 at 10 a.m. Eastern and will focus on Affiliate leadership and programming.

All State Chapter Executive Directors and State Chapter Presidents have been pre-registered for this webinar and should have received login information directly from Zoom.

If you are not a State Chapter Executive Director or a State Chapter President and would like to join us, please use the button below to get registered.
If you have any questions or concerns, please reach out to leadership@naifa.org! 

NAIFA-Ohio was recently spotted recognizing YAT Leader of the Year, Daniel Brookman! Duane Borcherding, NAIFA-Ohio Past President, awarded Daniel with this prestigious award earlier this week. We are #NAIFAproud of Daniel and NAIFA-Ohio! 

NAIFA-North Carolina was recently spotted welcoming new member, Heather Furer, on LinkedIn! Join NAIFA-North Carolina in participating in Membership Monday by posting new or loyal member profiles every Monday and use #MembershipMonday when posting to social media.