Cast Your Ballot:
2022 NAIFA-Florida Board of Directors,
and Approval of Bylaws Changes
DATE: September 7, 2021
TO: Members of NAIFA-Florida
FROM: Tom Ashley, NAIFA-Florida CEO
Typically, our elections for Board of Directors takes place each year at the association’s Delegate Council meeting held in conjunction with the annual Financial Advisors Sales Symposium. Due to Covid-19, our in-person meetings were cancelled this year. In place of an in-person meeting of the Delegate Council to: 1) elect the 2022 NAIFA-Florida Officers and Directors, and 2) approve the proposed bylaws changes, all NAIFA-Florida members are being asked to vote by way of electronic means (e-mail).
As required by the bylaws, the NAIFA-Florida Governance Committee, chaired by Immediate Past President Joe Chalom, submitted reports to the Board of Directors at the Board’s monthly (virtual) meetings on May 5 (slate of Board members for election); and July 9 (proposed bylaws changes). In both cases, the Board unanimously approved the slate of candidates for 2022 (shown below) and the proposed bylaws changes (shown below). As stipulated in the bylaws, the general membership was properly noticed (60 days) with the proposed slate of candidates in both the July and August issues of the NAIFA-Florida E-Journal newsletter, with opportunities to make additional nominations from “the floor”. No nominations were received in the NAIFA-Florida office.
PLEASE VOTE – Use this link to cast your ballot:
a) Elect 2022 Board of Directors — “YES” or “NO”.
b) Approve the proposed bylaws changes – “YES” or “NO”.
c) (Or simply indicate “Yes” or “No” to both)
NOTE: Deadline to cast your ballot is Wednesday, September 22, 2021.
Many thanks!! And we thank you for valued membership in NAIFA – it is appreciated!
a) Slate for the 2022 NAIFA-Florida Board of Directors
President: George Royal (Winter Park)
President-Elect: Jeff Chernoff, MS, LUTCF, LACP (Tampa)
Vice President: Maureen Kirschhofer, CLU, ChFC (Jacksonville)*
Sec./Treasurer: Tiffany Drewes (New Port Richey)
Immediate Past Pres.: Craig Duncan, ChFC (Clearwater)
National Committeeperson: Tom Cothron, LUTCF (Ocala)
Membership: Scott Spicer (Tampa)*
Political Involvement (PIC): Glenn Ritchie, CLU, CPCU, ChFC (Winter Springs)*
Political Committee: Taylor Collins, CEBS, CLU, RHU (Sarasota)
Health: Craig Rodrigue*
Legislative: Tim Holladay, CLU, CASL, LUTCF, JD (Port Richey)*
Young Agents Team (YAT): Patrick Garrabrant, CLU*
Director at Large: Robert Rosenthal*
Director at Large: David Tapia
(*– to be elected. Others are continuing in office or advancing, per the bylaws. All are shown, to inform the members.)
b) Proposed bylaws changes for 2022 (summary*)
1. Clarifies that the CEO, as an ex officio member of the Board of Directors, does not have voting privileges.
2. National Committeeperson position: aligns the start of term of office with the rest of the Board members (Jan. 1), while retaining the three-year term; removes language which currently states that the person holding the position may not serve consecutive terms.
3. Changes the length of terms for certain Board positions (primarily the Committee Chairs) so all are the same – two years, with certain Chairs being elected in odd-numbered years, and the rest being elected in even-numbered years.
4. Adds language affirming that the President shall preside over meetings of the Executive Committee.
(* Members may request the exact language of the proposed bylaws changes as approved by the Board of Directors by contacting the NAIFA-Florida office at firstname.lastname@example.org or 850.422.1701, xt. 202.)