The following tools are provided to support chapter leaders in managing and growing their chapters. For information about additional resources, please contact the This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Chapter in a Box is the WIFS tool kit for new and existing chapters. Chapter in a Box includes a wealth of resources for chapter leaders on everything from starting a chapter, to events and finances; from board development to membership growth. Download the 2011 Chapter in a Box here.

Download these logos to use in your design and correspondence:

  

• WIFS Logo (EPS)
• WIFS Logo (PDF)

WIFS Logo for Web

• WIFS Logo (JPG)
• WIFS Logo (PNG)

Chapter Grants - Chapter Grant funds of $250 per program year are available from the national organization to each approved, active chapter, to support the mission of WIFS (attract, develop, and advance women in the financial services industries). The National Board encourages chapter leaders to apply for a grant to fund activities such as:  

• • Subsidize chapter membership dues for student level members
  • Purchase and/or maintenance of contact mailing software, e.g. Constant Contact
  • Cover speaker fee for chapter program
  • Defray cost of marketing materials for the chapter, e.g. signage, flyers, banners, giveaways, table covers with WIFS logo
  • Subsidize conference fee and/or travel expenses for chapter member
  • Print advertisements in local industry publications featuring chapter members

To apply for the grant, complete the Chapter Grant Form (available here). Submit the completed form to WIFS Headquarters.

Constant Contact Partner program - WIFS National is proud to partner with Constant Contact email marketing to provide Chapters with an easy way to reach their members via email, online event registration, surveys, and social media integration. Constant Contact's email marketing and online survey tools help small businesses and organizations connect to customers quickly, easily, and affordably—and build stronger relationships. As Chapters of WIFS you will receive a deeper pre-pay discount from Constant Contact. If you pre-pay for 6 months you will receive 20% off your monthly fee. If you pre-pay for 1 year, you will receive 25% off your monthly fee..  Learn more about Constant Contact and sign up for your free 60-day trial.

Quarterly Chapter Leaders conference calls are to provide Chapter Leaders with ideas for events, membership, board development, marketing, and any challenges they may be facing. Organized by members of the National Board and Membership Committee, some calls may be presentations on single hot topics, some may be open forums for sharing best practices. Attendance on these calls is invaluable for keeping your chapter's momentum going!

Chapter Leader Quarterly Call-Conference Marketing
December 8, 2011 " Conference Marketing Ideas for your Chapter" with Susan Combs, ShirlyAnn Robertson, Susan Combs, Dainelle Diaz, Marilyn Blosser, and Christy Aleckson.
To view a recording of this webinar, CLICK HERE

Chapter Leader Quarterly Call-Chapter Events
May 10, 2011. "Secrets to Successful Chapter Events" with Jen Sauter of the Rochester NY Chapter. To view a recording of the webinar program, CLICK HERE.

Chapter Leader Quarterly Call-Group Exemption
August 31, 2011. "Group Exemption Update" with Terri McDermott, National Board Member.
To view a recording of the webinar program, CLICK HERE
Questions about your Chapters group exemption? Contact Terri McDermott at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Chapter Leaders Workshops are held each year at the National Conference. These workshops focus on topics that all chapter leaders face- chapter finances, leadership, event planning, marketing, etc. They give chapter leaders the opportunity to connect with one another, and with National leadership. These sessions provide valuable face-to-face support and all chapters should plan to take advantage of the annual workshops.

Other Tools for Chapter Leaders
VistaPrint- extremely affordable business cards, websites, stationery, and more.
Flickr.com - great site for sharing photos from Chapter events. Free to upload a certain number of photos, $24.95 for a year to upload more. (See WIFS National's Flickr site here)
EventBrite- online event management//marketing/payment system