NAIFA Leadership Arrivals

9:00 am - 12:00 pm: IFAPAC Committee Meeting

9:00 am - 12:00 pm: Morning Grassroots Committee Meeting

10:00 am - 5:00 pm: Board of Trustees Meeting

1:00 pm - 6:30 pm: Registration, App Help Desk, & PAC Desk

6:30 pm - 8:00 pm: Welcome Wine & Cheese Reception, sponsored by Team by the Minute 

8:00 pm - 11:00 pm: Young Advisor Team (YAT) Leader Event sponsored by Petersen International

8:00 am - 8:10 am:  Welcome from NAIFA President Larry Holzberg

8:10 am - 8:40 am: State of NAIFA: Where Are We Today

Join the Executive Committee for an interactive discussion as we review together our 2025 Strategic Plan. 2022 marks the end of the second year of the plan and we will review where we are, the challenges we’ve tackled, and outline the work that we need to do together in the coming year. The session will review our 2022 Business Implementation Plan and provide the framework for our collective work in 2023. The outcome of the session is to have all leaders align to the goals and work areas that the association will undertake together in the coming year.

8:40 am - 9:00 am: Starts with the Top: Effective Board Structures

The success of our association relies on the leaders that are able to organize, mobilize, and energize our members around our common goals outlined in the annual Business Implementation Plan that is devised from the 2025 Strategic Plan. Leadership starts at the top and therefore, the critical role of the National Board of Trustees, state board, and local boards to execute on the Plans cannot be understated. Join this session for a candid conversation as to how Boards align to the Plans and how Boards should orient themselves in 2023 to create alignment across the association. We will discuss the restructure of the National Board that will be implemented in 2024 and discuss how this may be replicated at the state and local levels to expand our resource base and further amplify our brand.

9:00 am - 9:20 am: Leadership Basics for One NAIFA

9:20 am - 9:30 am: Reflection/Discussion in Cohorts

9:30 am - 10:00 am: Working the Plan: State & Local Boards Share their Stories

10:00 am - 10:15 am: Break

10:15 am - 10:45 am: Leading Through Transition

National Football League Co-Executive Director, former NFL player, and founder and president of Trilucent Global Leonard Wheeler shares how to consider all the moving parts of an organization, and how they work together. Think of what NAIFA will accomplish when everyone maximizes their strengths and emerges as a leader with purpose and clear direction every day. Leonard’s competitive spirit, power to persuade, and infectious personality will empower NAIFA to move forward with confidence.

Guest Speaker: Leonard Wheeler

10:45 am - 12:00 pm: Expanding Membership: Growing Our Base

This session will provide a deep-dive into the programs that NAIFA now offers and how they are being implemented in various chapters. Join leaders as they discuss different strategies that they’ve used to “land and expand”, appeal to young advisors, and grow through company channels. The discussion will be led by various chapter leaders and participants in group membership programs to provide first-hand accounts as to the benefits of program participation and how it has aided their firm. Peer-to-peer discussions will round out this session as you discuss within your cohort how to implement the ideas you’ve heard and align your own chapter’s plan to incorporate today’s membership programs.

12:00 pm - 1:00 pm: Lunch

12:20 pm - 12:35 pm: Life Happens

12:40 - 1:00 pm: Protecting Every Income with ACLI

Guest Speaker: Jill Kozeny

1:00 pm - 2:00 pm: Live! Inside Elections with Nathan Gonzales

You’ve likely seen him on primetime news or quoted in the papers providing his insight into all the elements of the elections process. This session features Nathan Gonzales live, in-person, to provide our leaders with election updates, commentary, and more. Bring your questions as Nathan opens up the interactive portion of the session where questions from the floor will be taken. We will also measure how accurate Nathan was in his previous projections he provided to NAIFA’s IFAPAC contributors during the special webinar held in September. As a reminder, IFAPAC contributors all receive Nathan’s monthly Inside Elections newsletter and special insights just for NAIFA as part of our ongoing relationship with this political pundit.

2:00 pm - 2:30 pm: Advocacy Alignment: Effective Federal & State Grassroots Lobbying

Join leaders from NAIFA as we discuss how to effectively lobby your federal & state legislators on key issues that impact our industry.  This session will explain the importance of building meaningful relationships with elected officials at all levels of government so we can be the strong voice for our clients on main street.  This session will also provide insight into why it is key to get involved in the legislative process as well as give examples of ways to do that.  Lastly, it will give examples of how to get your chapter members into the advocacy arena.

2:30 pm - 3:00 pm: Advocacy Alignment: 2023 Legislative Priorities and Partnerships

Learn how we can strengthen NAIFA’s advocacy footprint in 2023. Join leaders from NAIFA and partner organizations as we outline our 2023 legislative priorities and discuss how we align our efforts between state, interstate, and federal initiatives. The session will talk through several examples of victories, challenges, and lessons learned on how we can continue to improve coordinated advocacy responses.

3:00 pm - 3:30 pm: IFAPAC Participation and Utilization

This session will bring the purpose and high-level processes of the PAC front-and-center so that all leaders can identify new ways to build this into the heart of their 2023 plans. Not only with the session focus on how the PAC works, but it will debunk common myths and objections about the PAC that may discourage members from contributing. While PAC basics are covered so that all Board members have the same understanding, the thrust of the session will be on the true power of the PAC—utilization of the funds. PAC chairs will lead us through examples of how to solicit IFAPAC contributions and recognition contributors. They will also cover candidate selection and distribution of funds. The session will tie together how membership, grassroots, and political action campaigns work hand-in-hand at NAIFA and why intertwining these three areas makes NAIFA the strongest association for producers in the industry.

3:30 pm - 3:45 pm: Break

3:45 pm - 4:15 pm: Day on the Hill Prep

Join Trey Webster, Legal Council for Representative Dean Phillips, as we get you ready for your Hill visits on Tuesday. You will leave this session ready to provide value to your elected leaders and ensure that all of NAIFA is united in its position and voice.

Guest Speaker: Trey Webster

4:15 pm - 4:45 pm: How to Become a Leader Worth Following

Join  Representative Ric Keller, a former member of Congress, as he provides stories from his own tenure in the House, his own financial services practice, and his new book. Ric will inspire us and guide us to be better, perform better, and focus on how positive thinking promotes positive action which leads to positive outcomes.

Guest Speaker: Former Congressman Ric Keller

4:45 pm - 5:00 pm: Wrap Up and Next Steps for 2023

The Executive Committee wraps up the day with a preview of 2023. Feedback and thoughts of the day will be shared as we collectively conclude the Leadership portion of the program and take a break before the gala evening begins.

6:00 pm - 7:00 pm: John Newton Russell Memorial Award Reception sponsored by Northwestern Mutual

7:00 pm - 7:15 pm: Flag Ceremony and Welcome

7:15 pm - 7:50 pm:  Dinner, Sponsored by Northwestern Mutual & Advisor Group

7:50 pm - 10:30 pm: NAIFA Annual Meeting and The Belong Awards Gala, Black tie suggested

10:30 pm - 12:00 am: IFAPAC Contributor Patio Party

6:00 am - 8:00 pm: Registration

6:30 am - 7:30 am: Grab-n-Go Breakfast

7:00 am - 7:30 am: Buses Depart to Capitol Hill

Note: Buses will depart the Omni from the Parkview Entrance 

7:30 am - 4:30 pm: Hospitality Hall

8:30 am: Capitol Hill Photo

Hill Visits All Day

Based on availability from Congressional offices, appointments are scheduled on your behalf. If you are planning your travel and want to go to the Hill, please plan for evening departures.