Leaders Blog

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! 

New to the Chapter Playbook this week - Candidate Selection Group (CSG) general principles, IFAPAC Administrative Fund uses and updated administrative fees!

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:

Join us! The Chapter Services Team will be conducting their Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA,” on October 17 @ 3 p.m. Eastern! 

In 2020, NAIFA launched the Blueprint Chapter Leadership Training, a dynamic Chapter training program that covers a myriad of Chapter related topics. This year, we have undertaken a comprehensive review of the training and are relaunching the program with great new foundational information in an easy-to-use structure. It’s an essential program for newer leaders and a great refresher for experienced leaders. 

The Blueprint Chapter Leadership Training is now broken down into a series of short videos – which can be completed in less than two hours! Available content includes:

Governance & Chapter Operations

• Board Orientation
• Strategic Leadership
• Chapter Finance/Compliance
• Succession Planning

Governmental Relations

• Advocacy
• Grassroots
• IFAPAC

Marketing & Communications

• Branding

Membership

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 - a model Succession Planning Policy! A good Succession Planning Policy can be extremely helpful in guiding the organization's process for recruiting and developing new talent. Having a plan in place puts you in a posture to recruit top talent; avoid groupthink; promote diversity; maintain a balance of creativity and institutional knowledge; promotes trust between leaders and members; and maintains a balance of power on a board.

The Chapter Services Team will be conducting their Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA,” on October 17 @ 3 p.m. Eastern! 

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: