Leaders Blog

New to the Chapter Playbook this week, the 2025 NAIFA Membership Action Plan! Contained in the plan are:

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. Our next training is on March 25 @ Noon Eastern! 

As you may know, the Chapter Services Team conducts quarterly deep-dive trainings for Chapter leaders. Corey Mathews, Vice President of Membership and Chapter Services, will be conducting our Q1 training webinar, “Building a Successful Membership Program,” on February 27 @ 4 p.m. Eastern. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference.
Chapter Executive Directors, Chapter Staff, Presidents, Membership Chairs and Membership Committee members are highly encouraged to attend. However, all Chapter leaders are welcome!

The Blueprint Chapter Leadership Training, a FREE Chapter training program that covers a myriad of Chapter related topics, is an essential program for newer leaders and a great refresher for experienced leaders. 

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:

Take advantage of our quarter one leadership training opportunities! You still have two chances to become professionally certified and listen in on a deep dive training for our Chapter Leaders.

MissingMoney.com is the official Unclaimed Property website of the National Association of State Treasurers. According to their website, "US State Governments and several Canadian Provinces, through their partnership with the leading, trusted authority in unclaimed property—the National Association of Unclaimed Property Administrators (NAUPA)—provide this free, safe, and secure site to the public. New properties are added daily, so start your search now and check back often!"

Take advantage of our quarter one leadership training opportunities! During the first quarter of the year, we have three chances to become professionally certified and one deep dive training for our Chapter Leaders.

Are you a Financial Security Advocate? If not, register today! In 2025, we have two ways for you to earn your FSA badge. Enroll in our self-paced academy or join one of our six live webinars to be held at 2 p.m. Eastern on the following dates: January 30, March 19, June 25, July 30, September 10 or October 29.

You asked - we delivered! The 2025 NAIFA calendar is now available. The calendar includes NAIFA office closures, committee calls, State Legislative Days, Chapter Leaders Webinars, Blackout dates, etc.