Quality Member Experience

The following are supporting materials related to the report and recommendations from the NAIFA Quality Member Experience Task Force:

Model State Chapter Agreement (PDF)
Model Local Chapter Agreement (PDF)

​Frequently Asked Questions (FAQ PDF)
July 2017 Deck (PDF)
QME Update: June 2017 (PDF)
March 2017 QME Report (PDF)

Bylaws Resolutions and Amendments

Call to Special Convention message (PDF)

About NAIFA 20/20 Quality Member Experience

Paul R. Dougherty, LUTCF, FSS, HIA
2016-2017 NAIFA President

On behalf of the NAIFA Executive Committee and your Board of Trustees, I am pleased to present the NAIFA 20/20 Quality Member Experience (QME) Report and Recommendations, submitted by members of the NAIFA QME Task Force under the direction of Trustee Tom Michel.
The QME Task Force was appointed by the Board and comprised a broad cross section of NAIFA members, leaders and executives. The group was charged with examining and recommending how to improve the NAIFA business and financial models to deliver a quality member experience for all NAIFA members across the country. Their work launched phase two implementation of the NAIFA 20/20 Strategic Plan.
NAIFA 20/20 has three primary goals to be achieved over the next five years: 1) establish NAIFA as the premiere advocacy, member empowerment and awareness organization; 2) improve the NAIFA business model to more effectively deliver member value and grow membership; and 3) improve our financial model to diversify revenue and provide additional resources to members.

Implementation of goal #1 is well underway at NAIFA headquarters, and on track for completion of the objectives set for Fiscal Year 2017. Due to the interdependence of goals #2 and #3, the Board recommended that the business and financial models be addressed simultaneously. The Task Force convened via conference calls in 2016 and held an in-person summit in early January. Its recommendations on how to advance goals #2 and #3 are the result of many hours of thoughtful exploration, debate and deliberation. I encourage you to read the full report and accompanying FAQ for further details.

As NAIFA members, you have the opportunity to participate in this process by reviewing the draft and submitting your feedback through the portal between now and the end of April. Your comments will be forwarded to the Board and the Task Force, and if necessary, a revised draft will be available for a second review and comment period. The Task Force will submit its final recommendations to the Board for approval in early July. Ultimately the recommendations will be presented before the National Council at NAIFA’s Performance + Purpose meeting in Orlando in September in the form of a new set of bylaws.

The timeline is tight, but this sense of urgency has purpose. The recommendations, if adopted, will modernize and strengthen NAIFA so it can continue to serve as the indispensable voice and professional association for advisors for many years ahead. Success will be up to us.

Many thanks to members of the NAIFA 20/20 Quality Member Experience Task Force:

Tom Michel (California)
NAIFA-Los Angeles

Jennifer Alford (Ohio)
NAIFA -Toledo

Tom Cothron (Florida)

Sara Decatoire (Illinois)
NAIFA-Central Illinois

Paul Dougherty (Maryland)
NAIFA-Prince Georges

Keith Gillies (Louisiana)
NAIFA-Greater New Orleans

Jules Gaudreau (Massachusetts)
NAIFA-Western Massachusetts

Larry Holzberg (New York)
NAIFA Greater Metro Region

Jill Judd (California)
NAIFA-Monterey Bay

Dan Reisinger (Delaware)
NAIFA-Delaware Local

Adam Sachs (Massachusetts)

Randy Scritchfield (Maryland)
NAIFA-Greater Washington (DC)

Mike Struebing (Nebraska)

Jason Talley (Texas)
NAIFA-San Antonio

Greg Toscano (Minnesota)
NAIFA-Lake Superior

Mimie Yoon-Lee (California)
NAIFA-Mt. Diablo