10:00 AM – 11:00 AM

Strategic Conversations – Role Training 

Government Relations

Leading Advocacy: Policy Promotion and Winning Engagement

NAIFA’s successful advocacy is built on the three-legged stool of professional lobbying, grassroots and IFAPAC.
You’ll learn how to:

• Lead the charge and put it into action
•  Keep fun in fundraising without going to jail
•  Win friends and influence lawmakers

Membership

The Role of the Chapter in NAIFA’s Membership Recruitment

Growing NAIFA Together: The Relationship between National and Chapter Membership Recruitment
You’ll learn how to:

• Build and involve a successful Membership Committee
• Generate membership prospect leads and support the sale
• Engage, retain, and reactivate existing members

Executive Leaders

Making Sure the Chapter is Built to Last

Equipping your Chapter with the leaders and strategic direction necessary to meet the challenges of tomorrow.
You’ll learn how to:

• Get the right people in the right positions to be effective as a Chapter
• Challenge the status quo and initiate transformative leadership
• Focus your efforts on the key elements that drive membership value

11:15 AM – 12:00 PM / 12:00 PM – 12:45 PM

Collaboration Sessions – Crossover Training

Government Relations

Advocacy as a Chapter Core Function

Chapter advocacy has a significant impact on the strength and growth potential of the association.
You’ll learn how to:

• Best support advocacy (state and federal)
• Leverage advocacy as a recruitment tool
• Grow Chapter value

Membership

Membership is Everyone’s Job! Using Your Role to Grow NAIFA.

Understanding the role that membership plays in everything that we do and how to draw attention to the value you add to membership.
You’ll learn how to:

• Think of your leadership role in the context of growing membership
• Amplify NAIFA’s membership campaigns to increase engagement
• Highlight the Chapter’s activities to enhance our value proposition

Executive Leaders

Succession Planning: Building Your Bench for the Future

The most enduring legacy that you can leave in your role as a Chapter Leader is a program stronger than you found it and an effective successor.
You’ll learn how to:

• Recruit and cultivate new leaders to join your team
• Engage new members of the team to prepare them to lead
• Know when it’s time to let others lead from the front

2:45 PM – 4:15 PM

Knowledge Exchange – Interactive Training

Government Relations

Advocacy in Action: Tools, Tips and Tricks

This session is a collaborative approach where individuals share knowledge, skills, and experiences to enhance understanding and advocacy success through interaction and dialogue.
You’ll learn:

• What worked for others
• What’s been tried with little success
• How to access resources

Membership

The Membership Sales Pipeline: Understanding the Process

A demonstration of the systems and tools that NAIFA is using to grow membership in an interactive format to share ideas, recommendations, and best practices.
You’ll learn:

• What tools NAIFA has built to sell membership
• Strategies to develop and cultivate prospective members
• The membership sales funnel and metrics

Executive Leaders

Chapter Leadership Challenges: Overcoming Obstacles to Success

This session is a collaborative approach where individuals share knowledge, skills, and experiences to enhance understanding and leadership success through interaction and dialogue.
You’ll learn:

• What worked for others
• What’s been tried with little success
• How to access resources