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Congressional Appointment Organizer Webinar

Join the Congressional Appointment Organizer Webinar to learn how to schedule and report your appointments effectively. Don't miss out on this important event!

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Congressional Appointment Organizer Webinar

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  1. Congressional Appointment OrganizerWebinar Wednesday, April 11 3:00-3:45 pm Eastern

  2. Congressional Appointments Maggie Buneo Political Involvement Program Manager

  3. Making Congressional Appointments • Only One Appointment Per Office • Be Mindful of Scheduling Times • Report Your Appointments by May 18th to mbuneo@naifa.org • When Reporting Your Appointments, Please Include: • Time • Location • NAIFA Members Attending • Congressional Staff/Legislator Attending

  4. Making Congressional Appointments • Call the Scheduler - Capitol switchboard at 202-225-3121 (House) or 202-224-3121 (Senate) • Webform Might Be Required • 9:30 am-3:30 pm on May 23rd • Try and Schedule Meetings with ALL Legislators, Even if Your State Doesn’t Have a Constituent Attending • 20 Minutes to Walk Between the House and Senate Office Buildings • If They Ask, the Issues Are: Federal Tax Treatment of Insurance & Workplace Benefits and Retirement Security • Double Check the Times & Locations of All Appointments before May 23rd

  5. Preparing Your Delegation Diane R. Boyle, HIA Senior Vice President Government Relations

  6. CAO Role & Responsibilities Schedule Congressional Appointments Tell NAIFA About Your Appointments Assign Appointments to Your NAIFA Member Conference Participants Report Any & All Changes to NAIFA

  7. Establish That Our Industry’s Products Contribute to the Common Good • Express Concern That Some Laws & Regulations Create Barriers for Personal Financial Security • Establish NAIFA Members – Including New NAIFA Members – As Trusted Resources Congressional Conference Objectives

  8. Prepare Your Members • Read the Issue Papers • Review the State Fact Sheets • Be Prepared to Answer Attendee Questions

  9. www.senate.gov www.house.gov

  10. Social Media Plan • @NAIFAAdvocacy will begin a Twitter campaign on April 30th to promote the Congressional Conference – please retweet if you are able! • NAIFA’s 30 day promotional effort will culminate in a NAIFA-wide Twitter campaign during the Conference. Those that are not in attendance are encouraged to participate • NAIFA will begin teasing it’s upcoming social media plan on Twitter the week of April 16 - be sure to follow along!

  11. Logistics Judi Carsrud Assist. Vice President Government Relations

  12. Schedule Agenda

  13. Agenda Tuesday, May 22, 2018 – All Events on Tuesday Are at the Renaissance 11:00 am-7:00 pm Congressional Appointments Desk 1:30 pm-4:00 pm Advocacy Briefing 4:15 pm-5:15 pm State Caucuses 5:30 pm-6:30 pm Welcome Reception Wednesday, May 23, 2018 7:00 am First Bus Leaves for Capitol Hill 7:00 am-10:00 am Registration/Congressional Appointments Desk 7:00 am-8:30 am Breakfast 8:00 am-5:00 pm Congressional Appointments Desk/Luggage Storage/Refreshments/ Debriefings (Lutheran Church of the Reformation) 9:00 am-4:00 pm Congressional Appointments on Capitol Hill 3:00 am-4:00 pm Congressional Council and IFAPAC Event (invitation only) 5:00 pm Last Bus Leaves for Hotels from Capitol Hill MUST ATTEND EVENTS!

  14. State Caucus Goals • Review Congressional Meeting Protocol • Study Talking Points & State Facts • Select the Personal Stories to Tell • Decide Who Is Doing What: • Opening the Meeting • Asking the Lawmaker to Join the FSLI Caucus • Discussing Each Issue • Providing a Personal Story • Closing the Meeting • Role Playing

  15. Congressional Appointment Protocol • Meeting with Staff is Important • You Are Representing NAIFA & Your Clients • Get Down to Business ASAP • Not to Discuss Campaign Contributions! • Stay on Message • Wear Business Attire & Your NAIFA Name Badge

  16. May 23rd Transportation • Buses will pick up from BOTH Marriott Renaissance and Marriott Metro Center • Buses will drop off at the Luggage Room – Lutheran Church of the Reformation

  17. Luggage Storage, Refreshments, Debriefing & Bus Pick-up/Drop-Off NAIFA’s use of space at Lutheran Church of the Reformation does not indicate endorsement or sponsorship by the church.

  18. Congressional Conference Webinar What You Need to Know Wednesday, May 9, 2018 3:00 pm Eastern

  19. Resources Maggie Buneo Political Involvement Program Manager

  20. Leave-Behinds

  21. Day on The Hill Pocket Guide • Agenda • Talking Points • GR Mobile • Map of Congressional Office Buildings

  22. GR Mobile • Use GR Mobile for easy access to: • Talking Points • Up-to-date Appointment Schedule • Meeting Debriefing form

  23. Appointments on GR Mobile • Information will be updated as it is reported to NAIFA (including day-of updates) • Attendees can search meetings by legislator, state, or their own name • Information NOT provided will remain blank

  24. Schedule Congressional Appointments • Share Appointments and Assigned Attendees with NAIFA • Notify Attendees of their Appointments • Encourage Attendees to Participate in May 9 Webinar • Ensure Attendees attend Tuesday Briefing and State Caucus CAO Check List

  25. Questions?

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