Leaders Blog

Looking to build a list of potential sponsors? Look first to your Chapter Board of Directors when prospecting for potential annual sponsors. Chapters are encouraged to download, adapt and use the Sponsorship Referral Form at Chapter board meetings to solicit warm leads from board members.

On Thursday, February 17, NAIFA-Pennsylvania will host three NAIFA Live watch parties across the state! Members will gather together in-person to view February's NAIFA Live program, "The Champion's Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World," with award-winning author and coach Ross Bernstein. Watch party locations include Pottstown, Erie and Pittsburgh. 

Nearly 150 Chapter Leaders across NAIFA Nation met on Thursday, February 3 to hear the latest updates and announcements! This month's Chapter Leader Webinar featured five speakers from four different departments:

NAIFA-North Dakota was spotted during the month of January hosting several Affiliate events across the state. Check out what they have been up to below.

NAIFA-Arkansas was recently spotted highlighting their Chapter’s National Quality Award (NQA) winners! Chapters are encouraged to highlight their winners via their website, social media and/or blogs. In addition, individual recipients can download a press release template to send to their local media outlets.

Several new resources have been added to the Chapter Playbook this week! Check out the below sections of the Chapter Playbook that have been revamped.

As State and Local Chapters are welcoming in 2022 Chapter leaders, it’s time to organize! New to the Chapter Playbook this week is a Model Chapter Volunteer Organizational Chart. The chart contains all key leadership positions, as well as a breakdown of key committees. The chart also includes how Local Chapter and Affiliate Leaders feed into the State Chapter.

NAIFA Chapter leaders kicked off 2022 strong with nearly 200 leaders across the country tuning in for the first Chapter Leaders Webinar of the year! This month’s speakers included:

• Larry Holzberg, LUTCF, LACP, NAIFA President
• Kevin Mayeux, CAE, NAIFA CEO
• Bianca Alonso Weiss, NAIFA State Government Relations Manager
• Corey Mathews, CAE, VP of Member & Chapter Services
• Suzanne Carawan, VP of Marketing & Communications

Chapter Leader Webinars will continue to take place throughout 2022 on the first Thursday of every month at 3 p.m. Eastern. If you missed the team live, check out the recording at the below link! Questions? Contact leadership@naifa.org.

A critical responsibility of Chapter Officers in managing Chapter operations is to ensure protection of the Chapter’s assets. Each Chapter should have an established set of operating controls, including controls specifically relating to financial management. These controls should include management of day-to-day financial operations, establishment of accounts, preparation and review of financial statements, and monitoring of financial activity.

A new resource was added to the Local Chapter Mergers & Dissolutions section of the Chapter Playbook this week! Along with a PDF outlining the process for Local Chapters to merge or dissolve, this section of the Chapter Playbook also includes template dissolution letters for both the State and Local Chapter to use.