About NAAIM |
CommitteesThe following is a list of NAAIM committees. Click on the email link to email that committee.
Agenda CommitteeIan Naismith: ian@etfpros.com (941) 918-2255 The Agenda Committee plans the NAAIM annual conference including speakers, agenda, golf and all social events. The 2009 Uncommon Knowledge conference will be held May 4--6 at the Westminster Westin near Denver, Colorado Technology CommitteeJohn McClure: jmcclure@profitscore.com The Internet Committee, created in 1997, is responsible for monitoring the design and implementation of NAAIM-related activities using the Internet. Specific tasks include maintenance of the existing NAAIM web site, maintaining the member chat room (Adviser Exchange) and linking NAAIM to other Internet sources and references. Adjunct activities include the creation of resource lists for member firms interested in creating their own web sites and linking to NAAIM. Industry Relations CommitteeGeoff Foisie: geoff.foisie@verizon.net (703) 549-7304 The purpose of the Industry Relations Committee is to further relations with regulatory bodies and investment sponsors, excluding NAAIM sponsorship activities. The committee provides input to the membership on particular concerns or changes that the committee becomes aware of within the regulatory or investment sponsor community and coordinates responses as appropriate. CRAM Session CommitteeIan Naismith: ian@etfpros.com (941) 918-2255 CRAM stands for Cultivating Relationships Among Managers. The CRAM committee is responsible for coordinating NAAIM's regional meetings including agenda, speakers, sponsors and location. CRAM Sessions have become one of the best added value pieces of a NAAIM membership. Committee participation is especially important here so please volunteer to help. Membership Marketing and Retention CommitteeMike Jones: mjones@argentmoney.com 318-251-5844 The Membership Marketing and Retention Committee objective is to promote membership in NAAIM through recruitment of new members and retention of the existing membership base. The committee oversees and sets procedures for following up with prospective members, including composition of the membership information mailing, letter to prospects and personal follow-up. It also oversees the renewal process, membership director, membership mailing list and prospect list. Membership Services and Promotion CommitteeWill Hepburn will@hepburncapital.com 928-778-4000 The job of the Membership Services and Promotion Committee objective is to look for ways to increase the value of membership in NAAIM, from member discounts to special programs. Sponsor Relations CommitteeIan Naismith: ian@etfpros.com (941) 918-2255 The purpose of the Sponsor Relations Committee is to grow and improve existing and prospective sponsor relationships with the goal of mutual growth through symbiotic, value-added benefits for sponsors and NAAIM membership. Sponsor relationships are developed from the myriad businesses of NAAIM members and include Service Providers (administrative, legal, software, business, marketing, advice); Investment Providers (custodial, products); and Business Alliances (brokers, record keepers, Web/Internet providers). Benefits to sponsors and members include education and networking opportunities, web tools, product development, joint marketing and promotion of the active management industry.
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