Leaders

Recording Now Available: October Chapter Leaders Webinar

Written by Kaila Wilson | 10/4/24 3:35 PM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on October 3rd, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

  • Suzanne Carawan, Vice President of Membership
  • Stephanie Sheridan, Senior Political Director
  • Shelia Owens, Vice President of Marketing and Communications
  • Corey Mathews, Vice President of Member and Chapter Services

Key Takeaways & Action Items:

  1. Check out the changes to the NAIFA Centers of Excellence on the website.
  2. Help us grow the Triangle Team! 1) Recruit members and/or take LILI; 2) Get your FSA Badge; and 3) Contribute to IFAPAC.
  3. Sign-Up for the Membership Bonus Meeting on October 14th at 2:00 PM Eastern.
  4. Make sure you report the dates of your 2025 Legislative Day as soon as possible and remind your members or the importance of registering and voting.
  5. Know your goals for IFAPAC and let's finish strong in Q4 to meet your Chapter's goal!
  6. Review Strategic Plan and explore how your Chapter can help realize our goals by 2030!
  7. With the expansion of the NAIFA family to include the Society of Financial Service Professionals (FSP), members now have access to an increased offering of qualified continuing education.
  8. Take advantage of the entirely refreshed Blueprint Chapter Leader Training.
  9. Certified Leadership Board Training session will be held on December 19th.
  10. Congratulations to our Chapter Excellence Award Winners and accept the challenge to become our first Pinnacle Chapters!
  11. 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!
  12. 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.