Leaders Blog

New to the Chapter Playbook this week, an Attendee Liability Waiver and Assumption of Risk! Hosting Chapter events comes with important responsibilities—and protecting your Chapter is one of them.

NAIFA-Iowa was recently spotted promoting the NAIFA Mentors Program and encouraging members to take advantage of this valuable member benefit. By connecting experienced professionals with those who are newer to the industry, the program helps foster meaningful relationships that support career growth, leadership development, and long-term success.

Whether serving as a mentor or a mentee, participants have the opportunity to learn from one another, strengthen the profession, and build lasting connections. Through efforts like these, NAIFA-Iowa is helping raise awareness of a program that invests in its members while building a stronger future for the industry.

Join us for the next State of NAIFA webinar and hear directly from NAIFA's leadership about the latest developments across your association.

Successful Chapter leaders don't just react—they plan ahead. The NAIFA Leaders Calendar is your go-to resource for staying on top of important deadlines, leadership trainings, webinars, signature events and key Chapter milestones throughout the year. Whether you're scheduling board meetings, planning member programs, or preparing for reporting deadlines, the calendar helps you stay organized and avoid last-minute surprises.

New to the Chapter Playbook this week, an updated Membership Sell Sheet! Growing membership starts with having the right tools and the right message. The updated Membership Sell Sheet is designed to help Chapter leaders, membership committees and member advocates clearly communicate the value of NAIFA membership in an easy-to-use resource highlighting the many ways NAIFA helps financial professionals succeed throughout their careers.

The summer congressional recess is right around the corner and NAIFA members will be once again meeting with lawmakers in their local districts. How will your state be represented? We urge you, as a chapter leader, to join our efforts to set up In The District meetings and encourage members in your state to participate. Complete the NAIFA in the Districts chapter leaders pledge form today. There is also a form for NAIFA members to sign up to participate.

NAIFA’s Chapter Playbook is the go-to resource for Chapter leaders and staff looking to operate more effectively, engage members, and deliver a stronger member experience. Join Corey Mathews, NAIFA’s Vice President of Membership and Chapter Services, on August 20 at 4 p.m. Eastern for a guided tour of this powerful resource and learn how to leverage its tools, templates, and best practices to support your Chapter’s success.

New to the Chapter Playbook this week, an updated Model Executive Director Report! Effective board meetings start with clear, consistent communication. That's why the Chapter Playbook includes a Model Executive Director Report — a resource designed to help Chapter Staff and volunteer leaders provide meaningful updates that keep boards informed and focused on what matters most.

NAIFA-Tampa Bay was recently spotted preparing for the upcoming Across the Bay Collaborative – Summer Edition, a networking event designed to bring together professionals from across the Tampa Bay area.

Hosted alongside FICPA, the Hillsborough County Bar Association, FPA Tampa Bay, and the Tampa Bay Estate Planning Council, the event will provide opportunities to build relationships, exchange ideas, and connect with professionals from a variety of industries in a relaxed setting.

Attendees can look forward to an evening of meaningful networking, lite bites, and drinks while expanding their professional connections throughout the Tampa Bay community.

New to the Chapter Playbook this week, Life Happens resources! If you are looking for fresh, professional content to engage your members and community, then look no further. The Life Happens resources available in the Chapter Playbook make it easy for Chapters to promote the importance of life insurance, disability insurance, long-term care planning and financial security. Life Happens serves as NAIFA's consumer education arm, providing trusted, consumer-focused content designed to start meaningful conversations and raise awareness.