Leaders

Recording Now Available: July Leaders Webinar

Written by Justi Folladori | 7/8/22 2:26 PM

More than 100 Chapter Staff and Chapter Leaders from across NAIFA Nation met on Thursday, July 7 to hear the latest updates and announcements! This month's Chapter Leaders Webinar featured several speakers, across multiple different departments, including:

  • Kevin Mayeux, CAE, NAIFA CEO
  • Larry Holzberg, LUTCF, LACP, NAIFA President
  • Diane Boyle, Senior VP of Government Relations
  • Stephanie Sheridan, Senior Political Director
  • Karla Kirk, VP of Growth & Revenue
  • Suzanne Carawan, VP of Marketing & Communications

Key Takeaways & Action Items:

  1. Q2 Dashboard coming soon!
  2. Apex, Apex, Apex! Register for and promote this signature event.
  3. Reminder: Applications for the 2023 NAIFA Board of Trustees and/or Secretary must be received by August 1, 2022, to be considered.
  4. Participate in the August In-District Meeting Challenge and create fundraising efforts targeting monthly defenders, as well as continue to entice new contributors.
  5. Familiarize yourself and promote the 100% Agency Program, as well as the Financial Security Champion Program.
  6. Consider inviting a NAIFA “influencer” to your next event!
  7. New Benefits! Chalice Connect and TravNow.

As a reminder, 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.