1. Congressional Appointment Organizer Webinar
Wednesday, April 11
3:00-3:45 pm Eastern

2. Congressional Appointments
Maggie Buneo Political Involvement Program Manager

3. Making Congressional Appointments
Only One Appointment Per Office
Be Mindful of Scheduling Times
Report Your Appointments by May 18th to
When Reporting Your Appointments, Please Include:
Time
Location
NAIFA Members Attending
Congressional Staff/Legislator Attending

4. Making Congressional Appointments
Call the Scheduler - Capitol switchboard at (House) or (Senate)
Webform Might Be Required
9:30 am-3:30 pm on May 23rd
Try and Schedule Meetings with ALL Legislators, Even if Your State Doesn’t Have a Constituent Attending
20 Minutes to Walk Between the House and Senate Office Buildings
If They Ask, the Issues Are: Federal Tax Treatment of Insurance & Workplace Benefits and Retirement Security
Double Check the Times & Locations of All Appointments before May 23rd

6. Preparing Your Delegation
Diane R. Boyle, HIA
Senior Vice President
Government Relations 6

7. CAO Role & Responsibilities
Schedule Congressional Appointments
Tell NAIFA About Your Appointments
Assign Appointments to Your NAIFA Member Conference Participants
Report Any & All Changes to NAIFA

8. Congressional Conference Objectives
Establish That Our Industry’s Products Contribute to the Common Good
Express Concern That Some Laws & Regulations Create Barriers for Personal Financial Security
Establish NAIFA Members – Including New NAIFA Members – As Trusted Resources

9. Prepare Your Members Read the Issue Papers
Review the State Fact Sheets
Be Prepared to Answer Attendee Questions

11. Social Media Plan
@NAIFAAdvocacy will begin a Twitter campaign on April 30th to promote the Congressional Conference – please retweet if you are able!
NAIFA’s 30 day promotional effort will culminate in a NAIFA-wide Twitter campaign during the Conference. Those that are not in attendance are encouraged to participate
NAIFA will begin teasing it’s upcoming social media plan on Twitter the week of April 16 - be sure to follow along!

12. Logistics Judi Carsrud Assist. Vice President Government Relations
Thanks, Diane.

13. Agenda Monday, 05/21/2018 1:00 PM – 5:00 PM
Schedule
Agenda
Monday, 05/21/2018
1:00 PM – 5:00 PM
Membership Training (registration required)
5:00 PM – 6:15 PM
Town Hall
6:30 PM – 8:00 PM
Welcome Happy Hour
Tuesday, 05/22/2018
6:00 AM – 8:00 AM
National Council Check-In/Credentials
8:00 AM – 10:00 AM
National Council Session
10:00 AM – 1:00 PM
National Leadership Meeting (by invitation only)
Diversity Symposium (by invitation only)
11:00 AM – 7:00 PM
Check-In/Congressional Appointment Desk
1:30 PM – 4:00 PM
Meeting Preparation/Issue Briefing
4:15 PM – 5:15 PM
State Breakouts
5:30 PM – 6:30 PM
Reception
Wednesday, 05/23/2018
7:00 AM – 10:00 AM
7:00 AM – 8:30 PM
Breakfast
7:00 AM – 5:00 PM
Congressional Appointments
Bus Service to Capitol Hill
3:00 AM – 4:00 PM
Congressional Council and IFAPAC Event (by invitation only)
Carsrud
Unlike previous years, this year there will be a town hall on Monday and a National Council session Tuesday morning. While the extended agenda is not part of your CAO responsibilities, you might receive questions.

14. Agenda
Tuesday, May 22, 2018 – All Events on Tuesday Are at the Renaissance
11:00 am-7:00 pm Congressional Appointments Desk
1:30 pm-4:00 pm Advocacy Briefing
4:15 pm-5:15 pm State Caucuses
5:30 pm-6:30 pm Welcome Reception
Wednesday, May 23, 2018
7:00 am First Bus Leaves for Capitol Hill
7:00 am-10:00 am Registration/Congressional Appointments Desk
7:00 am-8:30 am Breakfast
8:00 am-5:00 pm Congressional Appointments Desk/Luggage Storage/Refreshments/ Debriefings (Lutheran Church of the Reformation)
9:00 am-4:00 pm Congressional Appointments on Capitol Hill
3:00 am-4:00 pm Congressional Council and IFAPAC Event (invitation only)
5:00 pm Last Bus Leaves for Hotels from Capitol Hill
MUST ATTEND EVENTS!

15. State Caucus Goals Review Congressional Meeting Protocol
Study Talking Points & State Facts
Select the Personal Stories to Tell
Decide Who Is Doing What:
Opening the Meeting
Asking the Lawmaker to Join the FSLI Caucus
Discussing Each Issue
Providing a Personal Story
Closing the Meeting
Role Playing

16. Congressional Appointment Protocol
Meeting with Staff is Important
You Are Representing NAIFA & Your Clients
Get Down to Business ASAP
Not to Discuss Campaign Contributions!
Stay on Message
Wear Business Attire & Your NAIFA Name Badge

17. May 23rd Transportation
Buses will pick up from BOTH Marriott Renaissance and Marriott Metro Center
Buses will drop off at the Luggage Room – Lutheran Church of the Reformation

18. Luggage Storage, Refreshments, Debriefing & Bus Pick-up/ Drop-Off
NAIFA’s use of space at Lutheran Church of the Reformation does not indicate endorsement or sponsorship by the church.

19. Congressional Conference Webinar
What You Need to Know
Wednesday, May 9, 2018
3:00 pm Eastern

20. Maggie Buneo Political Involvement Program Manager
Resources
Maggie Buneo Political Involvement Program Manager

21. Leave-Behinds

22. Day on The Hill Pocket Guide
Agenda
Talking Points
GR Mobile
Map of Congressional Office Buildings

23. GR Mobile Use GR Mobile for easy access to: Talking Points
Up-to-date Appointment Schedule
Meeting Debriefing form

24. Appointments on GR Mobile
Information will be updated as it is reported to NAIFA (including day-of updates)
Attendees can search meetings by legislator, state, or their own name
Information NOT provided will remain blank

25. CAO Check List Schedule Congressional Appointments
Share Appointments and Assigned Attendees with NAIFA
Notify Attendees of their Appointments
Encourage Attendees to Participate in May 9 Webinar
Ensure Attendees attend Tuesday Briefing and State Caucus

26. Questions?