NAIFA President Cammie Scott and CEO Kevin Mayeux start the governance session off with a state of NAIFA update. President-Elect, Tom Michel, presents a Leadership Charge followed by Building Your Best Board by Bob Harris. The Governance session wraps up with Immediate Past President, Jill Judd, outlining the One NAIFA Vision. Viewers then have the ability to watch four breakout sessions. These sessions, Board Orientation, Strategic Plans that Work, Succession Planning and Chapter Finance/Compliance, are recommended for specific roles below, but feel free to watch any or all four on-demand.
Who Should Attend:
All Roles
Recommendations for Breakout Sessions:
-Board Orientation:
Current President & LILI
-Strategic Plans that Work:
Chapter Executive, Chapter Staff, Programs, Professional Development
-Succession Planning:
Immediate Past President, Membership, President-Elect, YAT
-Chapter Finance/Compliance:
IFAPAC, Secretary, Treasurer
The Advocacy session of Leadership Training starts with NAIFA Past President and keynote sponsor, Robert Miller, introducing Michael Dunn. Mike educates attendees on the political process and their role in it during, Politics, Political Involvement and You: Now More Than Ever. The session concludes with members of NAIFA's Government Relations Team during Grassroots and IFAPAC: NAIFA's Keys to Advocacy Success.
Who Should Attend:
Advocacy/Government Relations
President
President-Elect
Membership
Chapter Executive
Chapter Staff
Government Involvement-Federal Government Involvement-State
Health Issues
Lobbyist
Political Action Committee (IFAPAC)
Also Recommended For:
National Committeeperson
President
President-Elect
Immediate Past President
Programs
Programs/Professional Development
Treasurer
The Marketing session begins with an overview of the new NAIFA brand book as NAIFA Vice President of Marketing & Communications, Suzanne Carawan, presents The NAIFA Enterprise Brand. This session is followed by mini-sessions that cover social media, digital advertising, Cinebody video projects, websites and blogs. We really focus on promotions and getting in front of prospective members. The session ends with the Swoosh challenge.
Who Should Attend:
President
President-Elect
Membership
Treasurer
IFAPAC
Programs
YAT
Chapter Executive
Chapter Staff
Also Recommended For:
Advocacy/Government Relations
Government Involvement-Federal
Government Involvement-State
Membership
Political Action Committee (IFAPAC)
President
President-Elect
Immediate Past President
Programs
Programs/Professional Development
Secretary
The fourth session focuses on Membership and NAIFA Vice President of Member & Chapter Services, Corey Mathews, starts the session with his presentation, Why Do People Join Associations? Viewers hear sessions presented by members of NAIFA's Membership Committee: Chapter Playbook: Grow Your Membership; How to Build an Effective Membership Committee/Chapter Sales Team and Making Membership a Point of Personal Pride.
Who Should Attend:
Membership
Chapter Executive
Chapter Staff
Also Recommended For:
All Roles
Our sessions wrap up with members of the Professional Development Department presenting Program-A-Ganza: Tools, Tips & Tricks for Building Effective Programs. Vice President of Professional Development, Alaina Faiello, finishes the Programs session with Navigating National Events: Where Do We Go from Here. Viewers also have the ability to view four breakout sessions: Creating Events for CE Credit, The What and Who of Building Programs, LACP, LUTCF, LILI: The ABCs of NAIFA Credentials and Building In Person Events: Contracts, Space Needs, F&B, Oh My!
Who Should Attend:
LILI
LUTC
Programs
Programs/Professional Development
YAT
Chapter Executive
Chapter Staff
Also Recommended For:
Advocacy/Government Relations
Government Involvement-Federal
Government Involvement-State
Lobbyist
Membership
President
President-Elect
Immediate Past President
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National Association of Insurance and Financial Advisors
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