named programs · 4 · from sources
what they call their work
Education Webinars
Offers live professional development webinars led by national experts for members.
Job Board
Resource for members to find job opportunities and connect with potential employers.
Mentorship Program
Facilitates personal and professional growth by pairing mentors with mentees in the industry.
National Conference
Annual event for members to share best practices, learn, and collaborate.
activities · 11 groups
what they do
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Chapter Network Development & Support 6 activities
- Local Chapter Education and EventsFacilitates local education and events through 20 active regional chapters and 5 aspiring chapters across the United States, including monthly meetings, networking events, pop-up meetups, and biannual chapter events.
- Local Chapter Events and EducationFacilitates local education and events through 20 active regional chapters and 5 aspiring chapters across the United States, including monthly meetings, networking events, and biannual chapter events.
- Local Chapter Events and EducationFacilitates local education and events through 20 active regional chapters and 5 aspiring chapters across the United States, including monthly meetings, networking events, and pop-up meetups.
- Local Chapter NetworkFacilitates education, networking, and events through 20 active regional chapters and 5 aspiring chapters across the United States, including regular monthly meetings and biannual events.
- Support local chapter events and educationFacilitates local education and networking through 20 active regional chapters and 5 aspiring chapters across the U.S., including regular meetings, pop-up meetups, and retreats.
- Supports regional chapters and local eventsFacilitates local education and networking through 20 active regional chapters and 5 aspiring chapters across the United States, hosting regular meetings, pop-up events, and retreats, including monthly and biannual chapter gatherings.
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Professional Association Conferences & Events 5 activities
- Annual National ConferenceHosts an annual national conference for professionals in the insurance and financial services field, enabling members to share best practices, learn, collaborate, and network through expert speakers and interactive sessions.
- Annual National ConferenceHosts an annual national conference for professionals in the insurance and financial services field, enabling members to share best practices, learn, collaborate, and network.
- Host annual national conferenceHosts an annual National Conference for insurance and financial services professionals featuring expert speakers, interactive sessions, networking, and opportunities to share best practices.
- Hosts annual national conferenceOrganizes an annual National Conference for professionals in the insurance and financial services field, featuring expert speakers, networking opportunities, and interactive sessions to share best practices and foster collaboration.
- National ConferenceHosts an annual national conference for professionals in the insurance and financial services field, featuring expert speakers, interactive sessions, networking, and opportunities to share best practices.
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Member Networking & Communication Services 4 activities
- Facilitate member networkingProvides structured monthly networking opportunities through in-person meetings, virtual chapter meetings, social media, and an online national member directory.
- Online Member NetworkingFacilitates networking among members through social media platforms and an online national member directory.
- Online Networking and DirectoryFacilitates networking among members through social media platforms and an online national member directory, fostering connections within the industry.
- Online Networking and DirectoryFacilitates networking among members through social media platforms and an online national member directory.
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Mentor Training and Support Programs 4 activities
- Facilitate mentorship programRuns a mentorship program that connects members as mentors and mentees to support personal and professional growth.
- Facilitates mentorship programRuns a mentorship program that connects members as mentors and mentees to support personal and professional growth.
- Mentorship ProgramRuns a mentorship program that connects members as mentors and mentees to support personal and professional growth.
- Mentorship ProgramRuns a mentorship program that connects members as mentors and mentees to support personal and professional growth within the industry.
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Professional Development Webinars & Recordings 4 activities
- Host professional development webinarsOffers live monthly webinars for education, professional development, and peer-to-peer connections, and maintains an archive of past webinars for member access.
- Hosts professional development webinarsOffers monthly live webinars for education, professional development, and peer-to-peer connections, and maintains an archive of past webinars accessible to members.
- Professional Development WebinarsOffers live professional development webinars for members and maintains an archive of past webinars, providing education, support, and peer-to-peer connections.
- Professional Development WebinarsOffers monthly live webinars for education, professional development, and peer-to-peer connections, and maintains an archive of past webinars accessible to members.
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Member-Focused Job Board & Career Matching 4 activities
- Industry Job BoardOperates a job board for members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
- Job Board PlatformOperates a job board that enables members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
- Operate member job boardRuns a job board that allows members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
- Operates a member job boardRuns a job board that allows members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
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Educator and Professional Recognition Awards 4 activities
- Member Recognition ProgramsRecognizes member achievements through the Circle of Excellence and Woman of the Year programs to highlight excellence in the industry.
- Member Recognition ProgramsRecognizes member achievements through programs such as the Circle of Excellence and Woman of the Year, highlighting contributions within the insurance and financial services industry.
- Member Recognition ProgramsRecognizes member achievements through programs such as the Circle of Excellence and Woman of the Year, highlighting contributions to the industry.
- Recognizes member achievementsHighlights member accomplishments through recognition programs such as the Circle of Excellence and Woman of the Year, celebrating leadership and professional success in the industry.
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Regular Governance and Member Meetings 1 activity
- Alaska-Specific Chapter ActivitiesHosts monthly meetings in Anchorage and an annual retreat in August for members across Alaska.
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Monthly Member Meetings for Discussion and Education 1 activity
- Florida Chapter MeetingsHolds monthly meetings every second Tuesday from September to June at American Social @ Mizner Park in Boca Raton, FL.
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Member Recognition Awards 1 activity
- Recognize member achievementsRecognizes outstanding member contributions through the Circle of Excellence and Woman of the Year programs.
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Uncategorized 12 activities
- Content PublicationsProduces the AdviseHER eMagazine and LeadHER blog to share expert insights, industry updates, and content on leadership, technology, and professional development with members.
- Facilitates member networkingProvides structured networking opportunities including monthly meetings, virtual chapter meetings, book clubs, and social media connections to foster community among women in insurance and financial services.
- Industry PublicationsProduces the AdviseHER eMagazine and LeadHER blog to share expert insights, industry updates, and information on leadership, technology, and professional development with members.
- Leadership Development OpportunitiesProvides leadership development opportunities by enabling members to join national or chapter boards, lead task forces, or apply as speakers.
- Leadership Development OpportunitiesProvides leadership development opportunities by enabling members to join national or chapter boards, lead task forces, or apply as speakers, fostering growth within the organization and industry.
- Leadership Development OpportunitiesProvides leadership development by enabling members to serve on national or chapter boards, lead task forces, or apply as speakers at events.
- Professional Development WebinarsOffers live professional development webinars for members and maintains an archive of past webinars for ongoing education and support.
- Provide leadership development opportunitiesOffers members pathways to leadership through roles on national or chapter boards, task forces, and speaking engagements at events.
- Provides leadership development opportunitiesOffers members pathways to develop leadership skills by serving on national or chapter boards, leading task forces, or applying to speak at events.
- Publish industry content for membersProduces the AdviseHER eMagazine and LeadHER blog to share expert insights, leadership strategies, technology updates, and professional development resources with members.
- Publishes industry content via eMagazine and blogProduces the AdviseHER eMagazine and LeadHER blog to share expert insights, leadership strategies, technology trends, and professional development resources with members.
- Regular Networking EventsHosts monthly and quarterly networking events, including virtual chapter meetings, local pop-up meetups, third Thursday gatherings, and biannual chapter events, to support member connection and engagement.
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financials · form 990 · fy2021
revenue
Total revenue$611K
Contributions & grants$373K61%
Program service revenue$238K39%
Investment income$1290%
Other revenue$0
expenses
Total expenses$624K
Program expenses0%
Admin / overhead0%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$258K
Cash$240K
Investments$0
Liabilities$37K
Net assets$221K
Liquid reserves4.6 mo
2 years on record · 2019–2021 · YoY revenue +54.0%
leadership · form 990 part vii · fy2021
who runs it
board members · 7
- DARLENE FLAGG — IMM PAST PRES
- DARREN LARSEN — SECRETARY
- KATIE SMALL — DIRECTOR
- MARC KINER — DIRECTOR
- MINDY HELFRICH — TREASURER
- TONI GONZALES — PRESIDENT
- TONI SOVA-CORFEE — VICE PRESIDENT
relationships · 7
who they work with
- AdviseHER Partner — eMagazine partner providing industry insights and content for members.
- Christy Aleckson Partner — National President of WIFS in 2026, providing leadership and advocacy for the organization.
- LeadHER Partner — Blog partner offering expert insights on leadership, technology, and professional development.
- WIFS National Network — Alaska Chapter operates as a regional chapter under WIFS National.
- WIFS National Network — Collaborates with WIFS National and other WIFS chapter members.
- WIFS National Network — Northern California Chapter operates under WIFS National and directs membership inquiries to the national organization.
- WIFS National Partner — Members contact WIFS National to join the Gold Coast chapter.