When |
Task |
2 months prior |
Chapter begins work on lining up watch party locations |
2 months prior |
Interested chapter completes form indicating interest in learning more about getting involved with NAIFA Live. |
Upon submission of interest form |
NAIFA SET rep holds onboarding call with chapter to get them started and sends tech requirements and CE requirements documents. |
30+ days prior |
Chapter submits watch party locations via online form as they are confirmed |
30+ days prior |
NAIFA posts toolkit on Leaders Center, to include: · Program description · Presenter bio and headshot · Program timeline · Timed CE outline · Program discussion questions and case studies · Social media banners |
30+ days prior |
NAIFA creates landing page and sets up registration including all watch party sites |
30 days prior |
NAIFA begins email promotions |
1+ week prior |
Chapter submits online form indicating CE approval/denial in their state |
1 week prior |
If applicable, chapter creates CE materials approved for use in their state and sends to watch party hosts |
1-2 weeks prior |
NAIFA creates one-page national update highlighting 3-5 major talking points (upcoming events, IFAPAC, etc.) that can be presented during watch parties. |
1-2 days prior |
NAIFA loads watch party location panelists, sending Zoom link to each host |
Day of event |
Watch Party sites participate in tech check in beginning 30 minutes prior to live broadcast |
Day of event |
Watch Party sites will take photos, and create testimonials to be uploaded on national social media posts or contract with NAIFA to administer |
1-2 days post event |
NAIFA will provide the designated event contact with the CE report for virtual viewers (if applicable) |
Within 1 week post event |
Chapter submits CE credits from watch parties and virtual attendees (if applicable) |
What |
Who |
Email Marketing |
NAIFA |
Social Media Posting |
Both NAIFA and Chapter |
Identify watch party locations and submit to NAIFA |
Chapter |
CE filing (Approval, Materials, Credit Submission) |
Chapter |
Ensure virtual attendee CE compliance and report to chapter |
NAIFA |
Gather presentation and speaker info |
Host Chapter |
Distribute presentation and speaker info |
NAIFA |
Possible Watch Party Locations
National Association of Insurance and Financial Advisors
2901 Telestar Court | Falls Church, VA 22042-1205
877-866-2432
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