Leaders Blog

Is your Chapter a certified Leadership Board? If not, sign-up to become one today! 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, additional Chapter programming materials! Resources include:

NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

New to the Chapter Playbook this week - the 2025 Chapter Services Team Calendar! Calendar includes reporting dates, Chapter Leaders Webinars, quarterly Certified Leadership Board training, quarterly training opportunities and Chapter Executive Directors meetings.

Then join the Chapter Services Team on November 21 @ 3 p.m. Eastern! We will be conducting our Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA.” The webinar will expand on topics discussed at the National Leadership Conference, including:

NAIFA's Blueprint Chapter Leadership Training, a dynamic Chapter training program, is an essential training program for newer leaders and a great refresher for experience leaders! The newly re-launched training covers a myriad of Chapter related topics in an easy-to-use structure. 

Now broken down into a series of short videos, which can be completed in less than two hours, the Blueprint Chapter Leadership Training includes:

New to the Chapter Playbook this week - 2025 Blackout Dates! As a reminder, Chapter programming is prohibited around the FSP Institute, Congressional Conference, the National Leadership Conference and NAIFA Live. Exceptions include LILI classes, NAIFA Live watch parties, study groups, LUTCF classes, LACP exam prep classes and advocacy meetings.

If not, sign-up to become one today! 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.

When selecting a date for your State Convention, there are many things to consider. To make selecting a date even easier, Kitces.com puts together a comprehensive calendar of all of the financial advisor conferences across the country each year. We encourage each State Chapter to submit their State Convention to be considered for Kitces' master list for 2025!

The Chapter Services Team will be conducting their Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA,” on November 21 @ 3 p.m. Eastern!