CHAPTER PLAYBOOK

Chapter Services

Navigating the Playbook – Need a detailed walk through of the Chapter Playbook? Click here!

Chapter Communications Program

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Chapter Leaders Blog – Blog specifically for Chapter Leaders communication. The blog contains the latest news and information for Chapters, including updates on advocacy, membership, marketing, programs/services, surveys, links to Chapter resources, Chapter reporting requirements and on-demand webinars. Subscribers can choose to receive blog updates on an instant, daily, weekly or monthly basis.

Chapter Services Webinars/Meetings

Chapter Leaders Webinar – The first Thursday of each month at 3 p.m. Eastern, NAIFA presents a Chapter Leaders Webinar to update Chapter leaders on important information on NAIFA membership, programs and Chapter requirements.

Membership Chairs Meeting – The second week of each Month, NAIFA presents a Membership Chairs Meeting for State and Local Chapter Membership Chairs.

President's Circle Calls – NAIFA President Larry Holzberg hosts a call with State and Local Chapter Presidents. Chapter Presidents are encouraged to idea share and work through challenges together. The 2022 schedule is as follows:

February 15
March 29
May 10
June 21
August 2
September 13
October 25
December 6

Chapter Blackout Dates – Chapter programming is prohibited around the NAIFA Congressional Conference, Apex and the National Leadership Conference. Exceptions include LILI classes, NAIFA Live watch parties, study groups, LUTCF classes and LACP exam prep classes.

2022 Blackout Dates
Congressional Conference: May 9-June 3 (Event Dates: May 23-24)
Apex: August 1-August 26 (Event Dates: August 16-18)
National Leadership Conference: October 31-November 25 (Event Dates: November 13-15)
NAIFA Live: January 20, February 17, March 16, April 14, June 16, July 21, September 15, October 20 and December 15
Rosh Hashanah: September 25-27
Yom Kippur: October 4-5

Request a Chapter Visit – Looking to have NAIFA's CEO, President, Trustees or Staff speak at your next event? Fill out this form to make your request today!

Officer Reporting – If you need to change an officer throughout the year, please fill out this form.

Downloading Membership Reports – There are two ways to access membership reports. First, Chapter Staff or Chapter Leaders are always more than welcome to email any member of the Chapter Services Team and a report will be generated for them. Available membership reports include Current, Recently Expired, Lapsed and New/Returning. IFAPAC Non-Contributor reports can also be downloaded. The second way to access membership reports is through your Chapter group page. This can be done by following these instructions.

Updating Member Records – Members are encouraged to update their member record on a regular basis (i.e. Address, Designations, Company, etc.). If a member has never logged in to our website, they will need to click on the Member Login button found on the top right hand corner of our website. If they have NEVER logged in, their username is their email address and they will need to click the reset my password link to get started.

Chapter Coaching Program

Chapter Experience Team (CET) – The CET Team combines members of the Chapter Services Team and members of the Chapter Management Team for a staff-to-staff support structure. They work closely with the FLEX Team to identify and address challenges facing our Chapters. Please contact Zach Levin at zlevin@naifa.org if you are in need of staff-to-staff support.

Field Leader Experience Team (FLEX) – In addition to jointly hosting the monthly Cohort meetings, the FLEX Team provides volunteer-to-volunteer support, guidance and direction to Chapter leaders, while also acting as a Rapid Response Group for Chapter needs. The FLEX Team works closely with the Chapter Experience Team to identify and address challenges facing our Chapters. Please contact Zach Levin at zlevin@naifa.org if you are in need of volunteer-to-volunteer support.

Monthly Cohort Meetings – New in 2022, the Chapter Services Team, along with the Field Leader Experience (FLEX) Team will host a monthly meeting with Chapter Presidents and Chapter Executive Directors to foster idea-sharing, problem-solving and group goals. In addition, we are creating Cohorts to:

Create a new source of ideas, solutions and support...your peers!
Further simplify and enhance the Chapter Services Team support structure.
Group Chapters of similar sizes, jurisdictions and resources for enhanced peer-to-peer collaboration.

Each Cohort is named after a NAIFA great. The Chapter Cohort Roster includes their name, population, FLEX Team contact, monthly call schedule and a description of the NAIFA great they represent.

Chapter Annual Reporting – The Chapter Annual Report is a new process that began in 2021 to better aid Chapters with new resources and customized improvement plans.

First, Chapters are required to complete an annual report that encompasses five categories: Governance, Advocacy, Membership, Communications and Programs. The results of this report allow the Chapter Services Team to better create new resources on a national level and establish benchmarks for all Chapters.

Next, the Chapter Services Team distributes Chapter Action Plans customized by Chapter. These Action Plans help make recommendations for improvement based on the benchmarks by Chapter, as well as deploy new resources as needed.

Improvement is the name of the game, so following these Chapter Action Plans will help Chapters improve in each of the different areas and result in further growth long term as the process repeats annually.

2022 Chapter Annual Reports are due on Monday, February 21. If you need login assistance, please contact Zach Levin at zlevin@naifa.org.

CHAPTER PLAYBOOK

Chapter Services

Chapter Communications Program

Chapter Coaching Program

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