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June Leadership Briefing

June Leadership Briefing. Wednesday, June 5, 2019 @ Noon. Agenda. Housekeeping Items/Reminders Membership & Marketing Update NAIFA’s New CRM: Implementation Update. Are Your Chapter Leaders Changing July 1?. Link for Reporting Form: http://solutions.naifa.org/leadership.

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June Leadership Briefing

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  1. June Leadership Briefing Wednesday, June 5, 2019 @ Noon

  2. Agenda • Housekeeping Items/Reminders • Membership & Marketing Update • NAIFA’s New CRM: Implementation Update

  3. Are Your Chapter Leaders Changing July 1? Link for Reporting Form: http://solutions.naifa.org/leadership

  4. State Sync Up with Dennis Cuccinelli

  5. States NOT Scheduled • Delaware • Hawaii • Idaho • Kansas • Kentucky • Maryland • Mississippi • Montana • New Hampshire • Ohio • Oregon • Pennsylvania • Tennessee • Utah • Washington • West Virginia • Wyoming

  6. Marketing & Membership Update

  7. Q2 Growth Summit: June 12th 2-4 pm • Prepare: • Have you conducted your 2 agency presentations each month? • Have you reviewed all of the Growth Kit? • New Membership Promise presentation available • http://solutions.naifa.org/growthkit • Register for Growth Summit! On the Leadership Page

  8. See the videos on www.advisorsyoucantrust.org

  9. Registration Deadline

  10. LECP Updates Promo Kit available Should have an image and a link on your website Include sign up information in all newsletters lecp.naifa.org/subscribe Mention at all meetings November NAIFA Live will come from the LECP for LTC month

  11. Level Up Roadshow:The Advanced Markets Center Executive Director, Karla Kirk

  12. Level Up Roadshow August 22nd: Dallas Registration open! Face-to-faceand virtual Looking for sponsors! apc.naifa.org

  13. NAIFA Live

  14. Getting Started • Submit NAIFA Live Chapter Enrollment Form • Have kickoff call with SET rep • Line up and report watch party locations

  15. 2019 Performance + Purpose Orlando

  16. conference.naifa.org

  17. Big Ideas Thought Leader Webinar Series: June, July & August

  18. Zoom Partnership Technology Connecting NAIFA

  19. Zoom Packages Meetings Webinars Zoom Rooms

  20. NAIFA-Zoom Partnership New! Chapter Benefit New! Member Benefit New! Non-Dues Revenue for NAIFA

  21. How Does It Work? New Subscriptions: Call NAIFA’s Member Services Team Issue a NAIFA code Get discount instantly

  22. NAIFA Shop #NAIFAproud

  23. naifa.org/shop

  24. Implementation Update

  25. Member Profile Maintenance

  26. Online Community Features

  27. Event Registration

  28. Online Renewal

  29. Sign On with Facebook or Linked In

  30. Mobile App: Social Link

  31. Other Tasks Completed Data Migration from IMIS Monthly Auto Renewal Payment Migration Corporate Billing Program Configuration

  32. June Deliverables Chapter Dues Disbursements & Reports Chapter Member & PAC Reports Leaders Center (Chapter Playbook, Newsletter, Discussion Forums) Chapter Group Admin Training Chapter Group Admin Access

  33. Multiple Live Training Sessions for Leaders and Chapter Staff Monitor Wednesday LeadershipAlerts for Training Times

  34. Q3 Deliverables Migrate Members Only Content from www.naifa.org Community Discussion Forums/Moderators Community Ambassadors Community Blogs/Feeds Chapter Newsletters/Group Templates

  35. Timeline for Sunsetting IMIS & OSC • June 6: Last Day Payments Processed in IMIS • June 7: Last Day OSC Data Refreshed • IMPORTANT: If you need a list of Lapsed Members after 6/7, Call the Member Service Center to request a list! • June 7-June 16: OSC Available to Download Contact Information (frozen) & Historical Data/Reports • June 17: OSC Goes OFFLINE PERMANENTLY

  36. Questions?

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