From the Editor

Steve...We Will Miss You!

Susan M. Cappa, Editorial Coordinator

Pay close attention to this issue - especially to the changing of the guard of the Trustee Chair Position. Sadly, we say goodbye to our extraordinary leader Dr. H. Stephen Bailey, MRFC® as he decides to move on. He is an extremely caring individual who has strengthened the Association at all levels.

Being that I am at the Home Office, I have personally experienced the impact he has made on the IARFC during his tenure as Chair and CEO. And it has been significant. For most of us who try to reach a quality of life situation between work and home, Steve paid close attention to what his Team needed. Consultants are always trying to find that balance for clients to make their dreams come true. Steve has taken that to heart when dealing with the IARFC Team and made significant improvements. It was an uplifting change that consolidated our group and kept our home/work life more manageable.

On the wider Association level, he made us rethink the norm, challenged us by creating a more professional IARFC and constantly dogged us with fulfilling our tasks. We always laughingly were glad to see him go out the door back to Charlotte, NC after his quarterly visits so we could take a breather and figure out how to implement his dreams and ideas. So Steve, from all of us, we loved our time with you and thank you for giving your time and effort.

Starting in January of next year, we will be working with Barry Dayley, MRFC® as he assumes the role of Trustee Chair. We already have experience working with Barry and can’t wait to get started on his agendas for the Association.

Both individuals wholeheartedly support the IARFC. It will be bittersweet to let Steve go, but exciting to see what comes next. Check out their thoughts on pages 8 and 9.

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IARFC Awards

This time of year brings about the nominations and final selection for the awards presented by the IARFC. Via different processes, candidates are vetted for recognition.

Nominations can come from the IARFC leadership including the International Chapters, the members themselves, the Register Editor, and even from the Home Team.

Honoring individuals in such a manner speaks to the passion and willingness to serve the Association and the Financial Services Community at large. With this dedication, the Association stays relevant to its membership in appreciating the value of specific individuals.

In the upcoming months, look for the exciting news of Award results.

Award Categories

Loren Dunton Lifetime Achievement Founder’s Ambassador (individual Chapters) Members Editor’s Choice

Founder’s Award Nominations Now Open

Page 31 has the criteria and form to nominate a qualified individual.

Send in your nominations by November 30.