Leaders Blog

Join the Chapter Services Team on July 25 @ 3 p.m. Eastern as they conduct 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. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference!
Presidents, President-Elects, Immediate Past Presidents, Executive Directors and Chapter Staff are encouraged to attend, but ALL Chapter Leaders are invited!

New to the Chapter Playbook this week, a "Call for Board & Committee Volunteers"  email template! As we head into nomination season, this template can be used to aid in your hunt for new volunteers. The template can be downloaded, edited and emailed to current Chapter members asking them to consider volunteering with the Chapter.

New to the Chapter Playbook this week, an updated Chapter Executive Director's report! Chapter Executive Directors are encouraged to use the report to submit a summary of activities at the Chapter and Headquarters level.

The Chapter Services Team will be conducting a Succession Planning Training Webinar on July 25 @ 3 p.m. Eastern. 

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. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference!
Presidents, President-Elects, Immediate Past Presidents, Executive Directors and Chapter Staff are encouraged to attend, but ALL Chapter Leaders are invited!

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 Guide to NAIFA Chapter Leaders & Executive Engagement Requests! The guide includes commitments to NAIFA, noting hours per month, for Presidents, Immediate Past Presidents, President-Elects, Secretary/Treasurers, Membership Chairs, YAT Chairs, DAT Chairs, Advocacy Chairs, IFAPAC Chairs, Grassroots Chairs, Programs Chairs, LILI Chairs, Chapter Executive Directors and Affiliate Leaders. 

New to the Chapter Playbook this week, the Chapter Advanced Continuing Education Credit Guide! With the Society of Financial Service Professionals (FSP) merging into the NAIFA family at the beginning of this year, you now have access to an increased offering of qualified continuing education programs! In addition, NAIFA is now offering CLE, CPE, CFP and PRC filing on behalf of our Chapters.

New to the Chapter Playbook this week, a Chapter Services Team Calendar! The calendar includes key dates for Chapter Leaders Webinars, reporting responsibilities, special training webinars and more.

New to the Chapter Playbook this week, a model Affiliate Funding Policy! All NAIFA members who do not belong to a Local Chapter are aligned with an Affiliate area within their State Chapter. Providing sufficient Affiliate funding is essential to meeting the goal of providing members in Affiliate areas with engagement, programming and a quality member experience.

New to the Chapter Playbook this week, updated sponsorships resources! Resources include: