Leaders

Recording Now Available: May Chapter Leaders Webinar

Written by Kaila Wilson | 5/6/24 7:50 PM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on May 2nd, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

  • Tom Cothron, NAIFA President
  • Kevin Mayeux, NAIFA CEO
  • Julie Holsinger, Life Happens, Content Strategy Director
  • Andrew Holt, Grassroots Advocacy Director
  • Bianca Alonso Weiss, State Government Relations Manager
  • Brendan Bernat, Senior Director, Credentials
  • Corey Mathews, Vice President of Member and Chapter Services
  • Mark Briscoe, Editor and Senior Director
  • Suzanne Carawan, Vice President of Membership

Key Takeaways & Action Items:

  1. Submit a Real Life Story to the Program here! 
  2. Find your Chapter’s IFAPAC Goals here.
  3. State of Advocacy report can be found here.
  4. Return of the NAIFA-Government Relations Virtual State Give and Takes Program, submit feedback/ideas here.
  5. Complete the Financial Security Advocate Academy to be on the printing list for Congressional Conference, by May 7th here.
  6. Know before you go webinars will be hosted on May 7(East Region), May 8(Central Region), and May 9(West Region), all at 3 PM EST. Please reach out to advocacy@naifa.org with any questions!
  7. State and Local Chapters can request to have a member of NAIFA’s Government Relations team, or a member of the NAIFA Executive Committee speak at their upcoming event.
  8. Become a NAIFA Trustee! Applications are due by May 31st, 2024.
  9. Please update new Chapter Bylaws by June 30!
  10. 92% of FSP component entities have now successfully mapped and/or merged into the infrastructure of the expanded entity!
  11. DOL Survey can be found here.
  12. The NAIFA Mentor Loop has been expanded, sign up if you haven't already!
  13. LUTCF is relaunching! Enroll and more information can be found here.
  14. Growing NAIFA, in all ways, is your job…it's my job…it's OUR job. Create opportunities to meet new folks and bring them in and ASK them to join!
  15. THANK YOU! Without YOU, there is NO NAIFA.

 

If you missed the team live, check out the recording at the below link! Questions? Contact leadership@naifa.org.