Join staff and your fellow leaders for an information-packed hour of onboarding! To assist Chapter Leaders with their new roles and responsibilities, FEI is presenting an Onboarding session to review some key resources, reference materials, and relevant contacts that will aid in supporting you as you move forward through this fiscal year.
Chapter Onboarding Session Agenda
- Resources
- Whom to contact at FEI?
- FEI Leader Toolkit
- FEI Leadership Manual – Reference Guide
- FEIconnect Communities – Leader and Administrator
- Chapter Leader Town Hall Conference Calls
- FEI Leadership Connection
- FEI Committees, Round Tables, and Special Interest Groups
- Financial Education & Research Foundation – Chapter FERF Challenge
- Programming/Professional Development
- OneFEI - Impact of Inclusive Communications
- Member Survey Template
- FEI – Upcoming Events + Available Content
- Sharing resources with your social networks
- FEI Website and Chapter Events – “Open to all Members” Identifier
- COVID-19 Event Attendance Liability Waiver
- Leading Authorities Speaker Program
- Anti-Fraud Collaboration Programs
- Webinars – On24 Features + Fees; Zoom - CPE Compliance
- Operations
- D+O Insurance Overview
- CPE Administration – Process and Fees
- Corporate Membership Program
- Membership Acquisition Campaigns
- Chapter Choice | Give the Gift of Membership
- Chapter Board Challenge – Who’s Your +1?
- Membership Retention Overview – Combining Efforts for Stronger Retention
- FEI Affinity Programs
- Important Dates
- Chapter 990 Filings
- Chapter Membership Fees (dues) submission
- Chapter Board Roster submission