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DIVERSITY SYMPOSIUM

 

Welcome to NAIFA Nation Impact Week: Diversity Symposium

Hear from NAIFA President, Cammie Scott and NAIFA CEO, Kevin Mayeux as they kick off our NAIFA Nation Impact Week with a day brought to you NAIFA's Talent Development Center.


 

Tone at the Top: How Companies are Moving the D&I Needle

Moderated by:
Angela Lapp-Johnson, Catalyst Recruiting & Consulting

Panelists:
Darlene Flagg; National Life Group
Kristen Eskew; Consolidated Planning
Barbara Turner, Ohio National

Session Summary (PDF)

 

The Economic Case for Diversity: How Advisors are Using Diverse Markets to Build Their Practice

Moderated by:
Delvin Joyce, CLU, ChFC, RICP, Prosperity Wealth Group

Panelists:
Lee Bethel, CLU, ChFC, REBC, RHU, CAP, ChHC, AIF, CPFA, CASL, C(k)P, Comprehensive Benefit Services, Inc.
Brian Haney, CFS, CLTC, CFBS, CIS, LACP, CAE, The Haney Company
Silvia Tergas, Prudential Advisors

Session Summary (PDF)

Advocacy in Action Day

 

Welcome to NAIFA Nation Impact Week: Advocacy in Action Day

Hear from NAIFA President-Elect, Tom Michel and NAIFA CEO, Kevin Mayeux as they kick off our Advocacy in Action Day


 

Lobby from the Living Room: Adapting Advocacy Efforts to COVID-19

Hear from senior government relations professionals about how 2020 state and federal legislative priorities abruptly changed, and how the industry rallied to meet the short-term and long-term policy objectives created by the pandemic in a teleworking environment.

Session Summary (PDF)

 

Growing Grassroots: Why Relationships Matter

Learn how political involvement is an important part of serving the best interests of your clients, promoting the industry, and reaching your professional peak. Hear from colleagues on how they got started and you can benefit from political advocacy, too.

Session Summary (PDF)

 

Pandemics, Policy & Problem Solvers: Bipartisan Bills are Better

Congressmen Tom Reed and Tom Suozzi, Co-chairs of the bipartisan Problem Solvers Caucus, will discuss how members of Congress from both parties unite on public health, economic revival and stimulus plans amidst the Coronavirus pandemic.

Session Summary (PDF)


 

Campaign Connections: How You Can Be a Winner

Pick up first-hand tips on how becoming active in state and federal campaigns puts people in office who understand your interests and creates a favorable governmental climate.

 

Meeting the Moment in Response to COVID-19

ACLI President and CEO Susan Neely will share how life insurance companies plan ahead not just to deliver for our policyholders, but to help our communities in times of need. Industry leaders are going above and beyond supporting government officials by listening to needs, organizing action, and showing compassion. We are #MeetingTheMoment.

Session Summary (PDF)

Leadership Day

 

Welcome to NAIFA Nation Impact Week: Leadership Day

Hear from NAIFA Secretary, Larry Holzberg and NAIFA CEO, Kevin Mayeux as they kick off Leadership Day brought to you by NAIFA's Business Performance Center.


 

The Emotionally Engaging Advisor™: Build Trust, Connection, & Likability in 4 Minutes or Less

A renowned speaking coach to financial advisors, Deirdre Van Nest teaches you how to make emotional connections faster to help you lead change. Walk away understanding how you can make an even bigger impact in your community during COVID-19.

Session Summary (PDF)

 

Managing Through Adversity

In this interactive session, "Mr. Wonderful" Kevin O'Leary, shares his view on what's happening in the economy and what he is doing to lead his companies in a time of change.

Session Summary (PDF)

 

Building Sustainable Success Through Servant Leadership

Reginald Freeman, 37th Fire Chief/Emergency Management Director for the City of Hartford.

Session Summary (PDF)