Leaders

Recording Now Available: June Chapter Leaders Webinar

Written by Kaila Wilson | 6/7/24 6:07 PM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on June 6th, 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
  • Stephanie Sheridan, Senior Political Director
  • Andrew Holt, Grassroots Advocacy Director
  • Bianca Alonso Weiss, State Government Relations Manager
  • Shelia Owens, Vice President of Marketing and Communications
  • Corey Mathews, Vice President of Member and Chapter Services
  • Brendan Bernat, Senior Director, Credentials
  • Suzanne Carawan, Vice President of Membership

Key Takeaways & Action Items:

  1. APEX registration is now open!
  2. New Advocacy Video for new members is now available.
  3. July 24th at 2 PM Eastern is the next live Financial Security Advocate Academy, or complete on demand here.
  4. Q3 is around the corner, NAIFA In-District Meetings are coming up soon!
  5. Return of the State Give and Take Webinars return on June 11th.
  6. Please update new Chapter Bylaws and Affiliate Funds is Trust Surveys by June 30!
  7. 99% of FSP component entities have now successfully mapped and/or merged into the infrastructure of the expanded entity!
  8. NAIFA Chapter Excellence Awards will be presented at APEX, all Chapters have until August 31st to improve their scores!
  9. Blueprint Chapter Leadership Training will be returning on August 1st.
  10. Certified Leadership Board Training sessions will be held on August 29th and December 19th.
  11. The NAIFA Mentor Loop has been expanded, sign up if you haven't already!
  12. LUTCF is back, and fully online at your own pace.
  13. Annual Membership Survey closes on June 15th, all those who complete will be put into a drawing for a $500 gift card.
  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.