CALENDAR OF EVENTS / SPEAKERS BUREAU / CONTINUING EDUCATION COURSES (clicking on Speakers Bureau and Continuing Education Courses above will take you there) For national industry events check websites for NAIFA and the National Underwriter. CALENDAR OF EVENTS MEMBER ASSOCIATIONS NAIFA-At-Large Association (Flagstaff/Cottonwood, etc.) Contact: Patricia A. Chesebrough, CAE - 480.661.6393 naifaweb@naifa-az.org NAIFA-Mohave (Kingman/Lake Havasu) Dues: $357 Contact: Deborah J. Miller - 928.854.6693 Deborah.j.miller.iyrk@statefarm.com NAIFA-Phoenix Meeting location: Phoenix Country Club 7th Street & Thomas Road Phoenix, Arizona Dues: $425 Contact: David Kroll - 602.956.0956 dkroll@pfc.nef.com Luncheon - 11:15 a.m. - 1:00 p.m. Second Thursday of the month Click here for calendar information: NAIFA - Phoenix NAIFA-Scottsdale Meeting location: StarFire Golf Club 11500 North Hayden Road Scottsdale, AZ 85260 • 480.948.6000 Dues: $425 Contact: Mindy S. Reyes - 480.607.3424 mindy.reyes@countryfinancial.com Click here for calendar information: NAIFA - Scottsdale NAIFA-East Valley (Mesa, Tempe, Chandler, Gilbert) Meeting location: Dobson Ranch 1666 South Dobson Road, Mesa Dues: $372 Contact: Matt Steger - 520.421.2420 msteger@qwest.net Breakfast meeting - 7:30a.m. Second Thursday of the month Click here for calendar information: NAIFA - Tricity NAIFA-Tucson Meeting location: Hotel Arizona 181 W. Broadway, Tucson Dues: $400 Contact: Allen G. Ekman - 520.722.0670 alek7670@hotmail.com Luncheon - 11:45 a.m. - 1:30 p.m. Second Thursday of the month Click here for calendar information: NAIFA - Tucson NAIFA-West Valley (Glendale, Peoria) Meeting location: Arrowhead Country Club 19888 N. 73rd Avenue. Dues: $375 Contact: Jack H. Watkins - 602.944.2220 jwatkins@pfq-inc.com Meeting 4:30 p.m. 3rd Thursday of the month NAIFA of Yuma Meeting location: Ramada Inn 300 E. 32nd Street Yuma, Arizona Dues: $430 Contact: Cullum L. Smith - 928.344.3500 cullum.smith@yumainsuranc.com Luncheon - 11:30 a.m. Fourth Thursday of the month SPEAKERS BUREAU SPEAKERS BUREAU FOR USE BY LOCAL ASSOCIATION PROGRAMS CHAIRS Vickie Bouffard Speaker, Trainer, Performance Coach, Author QuantumPerformanceTraining.com 602.300.7230 email: vickiebouffard@earthlink.net Vickie Bouffard is the author of the in-demand sales guide, “High Performance Results! A No Kidding Approach to Increasing Sales” is an experiential guide to improving sales performance.  She also has extensive experience as both a sales person and sales trainer. An award winning salesperson; Vickie has sold residential mortgages, insurance, computer training, publishing and educational products and has been a top producer wherever she worked.  In 1999 was the number 1 new associate for AFLAC in Northern California and in 2001 Agent of the Year for a national insurance agency.  As a sales trainer, Vickie taught the 12-week-long Dale Carnegie Sales Course for seven years and has also worked as a corporate training manager responsible for training sales and operations personnel in all aspects of wholesale and retail mortgages and basic sales training. Today, Vickie, who is a member of the National Speakers Association and the American Society of Training & Development, uses her sales and sales training experience to inspire others to greatness through personal coaching as well as numerous workshops, training sessions and motivational seminars that are held all over the country. Vickie regularly speaks and conducts training on a variety of sales, customer service and financial services topics. Such as: It’s Not What You Know But What You Ask….The Art of Asking Three Step to a Steady Stream of Referrals  The Inner Game of Selling The Goal Achievement Process  Sales Planning & Time Management Sales 101 Basics Customers Are Demanding, Are You Delivering 15 Ways to Differentiate Yourself Through Exceptional Customer Service Topics can be customized to your group.      Kenneth R. Clark Western Annuity Sales Manager Jefferson Pilot Financial 9244 S. Ashburn Court Highlands Ranch, CO 80130 888.331.5832 F: 303.346.5833 e-mail: Ken.Clark@JPFinancial.com CE Courses Offered: Equity Indexed Annuities 2 Hours Encyclopedia of Financial Products 2 Hours Ken has over 15 years of experience in the retail and wholesale distribution of annuities and insurance products. Since starting his career in personal production, Ken has moved into various roles of sales management and wholesaling over the years with such companies as Investor Life Services (a subsidiary of USF&G), CNA and Conseco before joining Jefferson Pilot Financial in 2000. He has increased his territory sales by 53% in just a short time and made a name for himself as a star presenter who not only informs, but also performs. He has given over 3,000 broker/client seminars on the subject of Fixed, Variable and Equity Indexed Annuities. Ken holds a Bachelor of Science degree from the University of Oklahoma in Business Administration and has an MBA from the University of Northern Colorado. He holds NASD Series 7 & 63 securities licenses. Jan M. Doughty, CFP P. O. Box 25180 Tempe, Arizona 85285-5180 480.967.2553 480.967.5170 fax jmdoughty@msn.com Entered the employee benefits field in 1973 and worked as a brokerage specialist for impaired risk and tax advantaged insurance benefits. Since then, she has obtained her Business Administration degree from Arizona State University, a Fellow, Life Management Institute (FLMI), Registered Health Underwriter (RHU), Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP) designations. She has served as legislative chair of the Arizona Employee Benefits Association and regional vice president for the agent communication committee of AHIA and also the public relations committee for NAIFA. She is past president of NAIFA-Arizona, NAIFA-Tri-City and ALHA (Association of Life & Health Administrators). She is presently a member of the Arizona Association of Health Underwriters and NAIFA-Phoenix (Association of Insurance & Financial Advisors). For the past 20 years, she has specialized in benefits and financial planning. Speaking Topics: (1) 529 and Other College Funding Programs (2) Healthcare planning for the end of life (3) Retirement Plans (4) 10 Ways to Save Money on Employee Benefits (5) Health Risk Pool for Arizona to cover the uninsureds Jill Jensen Regional Vice President & 529 Product Specialist Mercury Advisors 101 California Street, #1330 San Francisco, California 94111 415.885.1265 F: 415.421.0468 e-mail: Jill_Jensen@ml.com Topic: Section 529 - College Savings Plans 1. The need for College Funding 2. A,B,Cs of 529 Plans 3. Legislative updates 4. Estate Planning and Gift Strategies 5. Sales Ideas 6. Q & A Jill is a 529 product specialist for Mercury Advisors based in San Francisco. She has been working exclusively with 529 plans since 1999 educating the financial intermediary marketplace on the benefits and applications of 529 plans. She has made several presentations to the Estate Planning Council and FPA chapters within California, Oregon and Washington, as well as conducted client seminars and CPA trainings. Jill has been working in financial services for over seven years. She holds a B.S. in Business Administration from the University of Colorado in Boulder. Connie Kadansky, CPSP email: connie@exceptionalsales.com Exceptional Sales Performance 8724 N. 6th Drive Phoenix, AZ 85021 Phone: 602.997.1101 or 1.888.997.1101 Connie Kadansky, CPSP, has a performance improvement practice that spans the United States. She specializes in identifying and eliminating Sales Call Reluctance, the most critical challenge for people in the insurance and financial industry. Connie facilitates the world-renowned Fear-Free Prospecting and Self Promotion Workshop in corporate settings as well as for the general public. Connie was a speaker at the International GAMA Conference in 2004. Several of her articles have been published in newspapers and magazines. She is a contributor to the newly published book: What No One Ever Tells You About Marketing Your Own Business. She travels to Trinidad, West Indies every six months to facilitate training for companies throughout the Caribbean and South America. Topics: Visibility Management for Sales Professionals Your Product is You! How to Overcome Sales Call Reluctance Three Characteristics of Natural Self Promoters How to Develop a Positive Prospecting Mindset Connie provides the SPQ*Gold, the assessment tool that measures Sales Call Reluctance. The SPQ*Gold is used for pre-hire selection and training and development purposes. Visit her website: www.exceptionalsales.com. Deborah Whitehurst Kimberly C. Kur email: kkur@azfoundation.org Arizona Community Foundation 2122 E. Highland #400 Phoenix, Arizona 85016 1.800.222.8221 Topic: Planned Giving Other topics available Deborah Whitehurst is Executive Vice President at the Arizona Community Foundation. At ACF since 1993, she manages the organization's programs for asset acquisition, affiliate development, donor relations and communications. Service to the field includes Chair of the U.S. Community Foundation Standards Initiative for the Council on Foundations, 1999 President of Planned Giving Roundtable of Central Arizona, and 1997-98 Chair of the Steering Committee for the Advancement Network (ADNET). She is certified in planned giving by the American Institute for Philanthropic Studies (CSULB). Kimberly C. Kur, a cum laude graduate of Temple University Beasley School of Law, is vice president for professional services at the Arizona Community Foundation. Ms. Kur practiced in the areas of trusts and estates at a Philadelphia law firm prior to joining ACF. Ms. Kur is Secretary of the Arizona Planned Giving Roundtable and a member of the State Bar of Arizona and the Maricopa County Bar Association. She also is admitted to practice in the Commonwealth of Pennsylvania & and the State of New Jersey. Continuing Education Courses The following courses have been approved for CE, with NAIFA-Arizona as the provider, and are available for use at the local level at no charge. Instructors also available at no charge. If you have someone interested in instructing a course, please advise. They will have to be approved prior. New as of June 26, 2007: Quantifying the Life Insurance Need 2 Hours Credit NASD Requirement for Variable Annuities 3 Hours Credit Non-Qualified Deferred Compensation* 1 Hour Credit Presenter: William B. Cassidy, CLU, ChFC, LUTCF Estate Planning Considerations* 3 Hour Credit Business Insurance for Pass Through Entities* 2 Hour Credit Use Estate Planning to Improve Your Bottom Line* 1 Hour Credit Voluntary Worksite Benefits* 1 Hour Credit Long Term Care Insurance: The Niche in the Executive Marketplace* 1 Hour Credit Asset Allocation: Putting Your Client's Eggs In the Right Basket* 1 Hour Credit Values & Ethics –- Being Compliant & Profitable* 1 Hour Credit NAIFA Loss Control Seminar 3 Hours Credit Marketing Consumer Driven Health Plans 1 Hour Credit If your association would like to put one of these courses on, please call me for further instructions. NOTE:  Locals must be diligent in obtaining the name, address, phone number and license number for each course attendee. And, those items must be legible on provided Course Sign-In Sheet. Thank you. . . For more information of the above please contact Patricia A. Chesebrough at 480.661.6393 or e-mail; naifa-az@cox.net