Leadership Resources
The following resources are provided to assist AIFD® leaders with their roles in the organization. If you have questions or suggestions on other items please contact the President, Executive Director, or email headquarters (info@aifd.org).
Governance
| Title | Description |
|---|---|
| AIFD Approved Bylaws | (5/2025) - National Bylaws apply to all AIFD® Chapters/Regions/Committees and are the top level of governance for an organization |
| AIFD Strategic Plan | (12/14/2019) - Finalized December of 2019. This document provides direction for the next 3-5 years. |
| Annual Gov Packet | (2023-24) - Updated and signed annually (electronically) by all National Board members. |
| Briefing Note Template | (1/6/2023) - Used to present new business for the board and executive committee mtgs. |
| Discussion Guide Template | (1/6/2023)- Used to present an update/additional request at the board and executive committee mtgs for items discussed previously at these meetings. |
| Inspiring Board Behaviors | (7/2022) - The AIFD® National board expects all National Board members to follow the following board behaviors. |
| Investment Policy | (3/28/2022) - Part of the full Policies document, Morgan Stanley uses this policy to manage AIFD's investment funds (i.e. reserves). |
| Policies and Procedures | (6/2025) - Policies are the second level of governance for any organization. |
| Roberts Rules Cheat Sheet | AIFD® uses Robert's Rules of order to govern the organization. This cheat sheet provides tips on how to use Robert's Rules during a board meeting. |
Forms
| Title | Description |
|---|---|
| Blank W9 | (1/6/2023) - All individuals require this document that AIFD® pays throughout the year. Including leadership (reimbursements) and vendors. |
| Check Request Form | (8/8/23) - Complete this form and attach receipt(s) to request payment via check. Must be approved by Chapter Treasurer for payment. Submit to info@aifd.org. |
| Credit Card Request Form | (8/8/23) - Complete this form and attach receipt(s) to request payment via credit card. Must be approved by Chapter Treasurer for payment. NOTE: AIFD® prefers to process payments via check whenever possible. Submit to info@aifd.org. |
| Deposit Form | (4/3/25) - Complete this form and attach check(s) to deposit funds. Must be approved by Chapter Treasurer for payment. Send to headquarters. |
| Nominations Form | (8/8/23) - Sample of information requested each fall for Chapter and National board positions. |
| Non Renewal Follow-up Form | (8/8/23) |
| Travel Expense Reimbursement Form | (Travel/Non-Travel) (4/3/25) - Complete this form and attach all receipts for reimbursement related to travel. Send to headquarters. |
Important Dates/Timelines
| Title | Description |
|---|---|
| AIFD Budgeting Timeline | (3/2023) - Overview of important budget activities related to the annual budget, symposium, and chapters. |
| Chapter Deadlines for Spring Meeting Distribution | Important dates for regional chapter presidents & treasurers. |
| Foundation Dates and Deadlines | Overview of Foundation with important date information on the last page. |
Committee Notebooks/Handbooks
| Title | Description |
|---|---|
| Awards Committee Notebook | (Updated - 2/18/25) |
| Bloom Over Manual March | (Updated - 5/15/25) |
| Bylaws Committee | (Updated - 2/28/2019) |
| Career Dev Committee Notebook | (Updated - 8/8/23) |
| Education Committee Notebook | (Updated - 8/8/23) |
| Education Partners Committee Notebook | (Updated - 8/8/23) |
| Emerging Professionals Committee Notebook | (Updated - 8/8/23) |
| Ethical Standards Bylaws Nominations Elections Committee Notebook | (Updated - 8/8/23) |
| Finance Committee Notebook | (Updated - 8/8/23) |
| Focal Points Notebook | (Updated - 8/8/23) |
| Historian Committee | (Updated - 8/8/23) |
| Industry Partner Committee Notebook | (Updated - 8/8/23) |
| Marketing Commitee Notebook | (Updated - 8/8/23) |
| Membership Committee Notebook | (Updated - 1/14/2021) |
| Nomination Committee Notebook | (Updated - 2/28/2019) |
| Student Competition Notebook | (Updated - 2/24/2025) |
| Student Membership AIR Notebook | (Updated - 8/8/23) |
| Sympsoium Manaul | (Updated - 8/8/23) |
Training
| Title | Description |
|---|---|
| 1 Informing Decision Making - NDM PPT Summary | (2/17/2023) - Summary ppt of takeaways from NDM Informing decision making video. |
| 2 Eliminating Barriers - NDM PPT Summary | (2/17/2023) - Summary ppt of takeaways from NDM Eliminating barriers video. |
| 3 Implementing Decisions - NDM PPT Summary | (2/17/2023) - Summary ppt of takeaways from NDM Implementing decisions video. |
| Agenda Considerations | (4/14/2023) - Tips and Suggestions to consider when preparing an agenda/meeting. |
| AIFD BOD Sample Agenda | (4/14/2023) - Can be modified for use at regional and committee meetings. |
| Committee Goal Sheet | (3/20/2023) - Annual goals for committee chairs to complete, discuss and submit. |
| Esteemed Board Chairs | (2/17/2023) - Activities that high-level presidents/board chairs perform during their tenure. Shared with permission from ASAE Exceptional Boards Training. |
| Financial Procedures | (1/1/2022) - How to process financial requests through headquarters |
| Good Governance | (4/14/2023) - What is good governance and how does it relate to AIFD? |
| Legal Orientation | (6/29/2018) - Powerpoint deck presented to national board by the attorney on retainer |
| Marketing Insights | (1/1/2022) - Organizational SM policies & processes. Plus tips for leaders and SM posting. |
| Roberts Rules Cheat Sheet | AIFD® uses Robert's Rules of order to govern the organization. This cheat sheet provides tips on how to use Robert's Rules during a board meeting. |
| Sample Board of Director Meeting Agenda ASAE | (4/14/2023) - Can be modified for use at regional and committee meetings. |
| Shared Leadership | (2/17/2023) - Board and staff responsibilities and involvement. Shared with permission from ASAE Exceptional Boards Training. |
| Travel Reim Tutorial.mp4 | (1/30/2023) - A short video about receipts, mileage and other required documents to include with your travel reimbursement request. |
Position Descriptions
Management
| Title | Description |
|---|---|
| AIFD Staff | (1/6/2023) Contact information for headquarters staff and who to contact for different projects. |