Leaders Blog

The Chapter Excellence Award (CEA) was launched last year to recognize the success of those Chapters who have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating and membership growth. Congratulations to this year's Chapter Excellence Award winners! 

New to the Chapter Playbook this week, an updated Keep it Legal Guide! As part of the merger of NAIFA and FSP, a Code of Ethics Committee created a document that places the FSP Code of Professional Responsibility within the ethical standards of NAIFA to help explain the application of the NAIFA Code of Ethics.

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.

Launched late last year, 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, updated succession planning resources! Resources include:

New to the Chapter Playbook this week, an updated Financial Internal Controls list! The list includes details on:

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, an updated budget template! A budget is essential to managing a Chapter, and the Treasurer should work with the executive committee and staff to develop an annual budget. To help prepare your budget, click below for a budget template.

On July 25 @ 3 p.m. Eastern, the Chapter Services Team will be conducting a Succession Planning Training Webinar! As we begin to plan for 2025, the webinar will provide Chapters with succession planning tips and tricks and answer any questions Chapters may have. Topics include: 

According to National Mentoring Day, which is celebrated on October 27 each year, 97% of those who have a mentor find the relationship to be immensely valuable, and entrepreneurs are twice as likely to succeed if they have a mentor. That is why we launched the NAIFA Mentor Loop program in 2023, our exclusive member benefit that matches mentors and mentees while providing a structured and supportive framework.