President

• Recruit at least 1 new member this year
• Prepare agendas for monthly board and membership meetings and provide to secretary NLT 10 days prior to meetings.
• Conduct monthly board and membership meetings
• Attend Association Leadership Conference
• Contribute to IFAPAC at least at the Investor level
• Adopt a membership goal and work with Membership Chair to develop a membership plan by August board meeting
• Supervise Association Executive Secretary
• Present proposed budget for review at the June board meeting and approval at the July board meeting
• Promote NAIFA convention and Career Conference and Financial Advisors Forum in September AdvisorNotes
• Promote Professional Designation in October AdvisorNotes
• Write article for November AdvisorNotes announcing that all members will be surveyed at the December meeting
• Announce in November that the National Quality, Home Service, Multiline, and National Sales Achievement Award applications appear in Advisor Today this month
• Promote IFAPAC in the November AdvisorNotes
• Promote the involvement in the election of candidates for local, state, and national offices in February AdvisorNotes
• Promote attendance in meetings in December AdvisorNotes
• Attend NAIFA convention
• Chair the Bylaws and Amendment Committee
• Conduct Board and Committee Chair Orientation at June board meeting
• Approve strategic plan, program plan of action, public relations plan, and membership plan at the August board meeting
• Appoint LUTC Chair and Fax to American College by 21 May