centers Center of Excellence for Employee Benefits A New Center Comes to NAIFA

hat’s missing from your business plan?

Time to do research?

Time to make sense of all the information that comes at you 24/7? Time to step outside of the day-to-day, every day, routine so you can think about how your business will look in the future? Will you successfully compete, or will you fall behind?

Why is NAIFA creating its specialty center for excellence? In the words of one NAIFA member, “I use the Centers to be on 24/7 since I cannot be. I can reach out to a Center to see what’s new and directly interact with subject matter experts.”

The Center of Excellence for Employee Benefits (EBC) was recently announced at the National Leadership Conference and has been under a call for member volunteers during Q4 2021. In 2022, the focus of the Center will be to enhance the breadth and scope of the EBC. Carroll Golden will be working closely with Cammie Scott and an advisory council to bring additional sponsors and resources to the Center.

Over the next couple of years, we will expand the scope to include: healthcare companies, dental firms and distributors, wellness programs, finance classes on mergers & acquisitions, a wide range of auxiliary employee benefit product with experts to solve client issues while increasing revenue. offerings, ERISA and COBRA plan documents, legal issues affecting your practice or your clients needs, legislative issues, insights from accountants, staffing companies, vendors to the financial services industry, underwriting processes and tools, awards and recognition platforms, enrollment companies, and so on. Early in 2022, we will create an advisory council to help us determine a game plan and establish a strategy on how best to grow the Center to serve our current and future members. Please contact the Center at ebc@naifa.org with ideas, contacts and interest. We warmly welcome your insights and suggestions.

While 2021 allowed the Advanced Practice Center to come into its own and continue to provide top thought leadership, it was still unable to hold in-person events with audiences that could truly interact and ask questions. The plan for 2022 is to hold at least three in-person events that fall close to the key signature events of Congressional Conference and Apex, as well as one stand-alone event in the fall timeframe. The Advisory Council of the Advanced Practice Center is at work determining the content and speaker lineup for the three in-person sessions. In addition, the Center will offer year-round content, as well as provide live/on-demand events for webinars and the like. To get further involved, please visit apc.naifa.org.