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AFA Advocacy Plus Newsletter

Advocacy Activities – March 2021

Fraternal Pinboard Launches to Aggregate and Celebrate Impact

Fraternals have the best stories, especially on social media. The Alliance is excited to bring together fraternal social media content in one place – the Fraternal Pinboard – with the help of Co Tribute, a social media aggregator service.

This “Pinterest-like” page pulls in members’ social media feeds that showcase community service with photos and postings using intelligence that allows the most impactful messages to shine. The Fraternal Pinboard will be a powerful tool in promoting fraternal work to policymakers, lobbyists, industry partners, and other audiences. The 15 societies highlighted on the first iteration of the Fraternal Pinboard demonstrate the sector’s diversity in size, common bond, and geography.

This project would not be possible without the work of many dedicated fraternal communicators who created vibrant social media content. Thank you for being digital ambassadors for the fraternal movement!

Fraternal Pinboard
Fraternal Pinboard

CEO Allison Koppel Announces New Fraternal Pinboard

State Update

With many legislatures at the halfway point during session, the Alliance continues to monitor state activities in South Dakota, Colorado, Washington and Oregon. While there are no bills challenging the fraternal tax exemption at this time, our Washington lobbyist recently requested stories of fraternal community service success. If your society organizes projects in Washington State – especially in urban areas – please contact the Alliance. Cheers to the STEP UP Task Force who quickly responded with impactful stories and data.

Fraternal Fastpitch May 6, 2021

Alliance Virtual Education Opportunities

Virtual Discussion: Fraternal Department Roundtables on Chapter Engagement, Measuring Fraternal Impact & More

March 11, 2021 | 1:00 - 3:00 p.m. Central

Join your fraternal and communications colleagues for a retreat to the Alliance’s new winter lodge! Designed to foster conversation, this more casual format will cover key topics gleaned from the 2020 Chapter Leader Survey.

Think of this as the valuable time when you bump into that colleague you see once a year at Alliance events – we even have a lodge bar!

Remo lodge

What’s New with Drew – Notes from Our DC Lobbyist

March 17, 2021 | 11:15 – 11:45 a.m. Central

You don’t want to miss this month’s chat with Drew Goesl from the Alliance’s federal lobbying firm as he takes us through the ins and outs of the Biden-Harris administration’s first 100 days in office. Joining Drew will be Robert Diamond, a partner at Capitol Counsel with two decades of private sector, government, and political experience.

Drew Goesl headshot

Drew Goesl

Robert Diamond headshot

Robert Diamond

Fraternal Fastpitch logo

Find a Winning Partner to Help Your Society Succeed!

May 6, 2021 | 1:00 – 3:00 p.m. Central

Fraternal Fastpitch is a virtual event designed for all Alliance Associate Members to “show & tell” their products and services to fraternal executives using unique roundtable technology. Fraternal Fastpitch is complimentary for fraternal executives looking to become acquainted with new business partners.

During this two-hour event, fraternal executives will visit virtual roundtables hosted by Associate Members. Fraternal executives looking for resources will attend the event and plan to stop at tables that offer products and services of interest. In the presentation Dugout, sponsors will be giving 10-minute fastpitch presentations which are concurrent to the roundtable discussions. Let’s Play Ball!!

Participating table hosts will come from a variety of industries including asset management, technology, underwriting, policy admin, actuarial, legal, strategic planning, accounting, compliance and much more!

Roster of Table Hosts & Raffle Prizes (as of 2/28/21 and will be updated regularly)

AAM Insurance Investment Management
Andesa Services – Prize Announced Soon
Balanced Growth Consulting
BKD CPAs & Advisors
Conning – Prize: YETI Tumbler
Eversheds Sutherland (US) LLP
Fifth Third Bank
illustrate, inc.
Lewis & Ellis, Inc
LIDP – Prize: $500 Amazon Gift Card
MIB, Inc.
New England Asset Management – Prize: Apple AirPods with Charging Case
Parkway Advisors – Prize: iPad
PNC Bank, NA
QLAdmin Solutions
RSM US LLP – Prize: iPad

Catholic Life

New Member Benefit: Compliance Partnership

The Alliance has partnered with First Consulting to bring compliance expertise to fraternal executives as a 2021 membership benefit. Throughout the year, attendees will receive training to immediately improve their compliance practices and gain a better understanding of areas for improvement within their own compliance programs. This event is complimentary for Alliance members. Non-member fees are $100 per person.

Compliance Webinar #1 of 5: Advertising Review

April 21, 2021 | 1:00 – 2:15 p.m. Central

LIC Events

The Alliance is excited to offer its fraternal executives discounts or complimentary registrations to these upcoming LIC virtual events.

(Committee Conference Calls – free to Alliance fraternal attendees. Forums & Meetings – $100 discount to Alliance fraternal attendees.)

Please contact for a complimentary registration link or discount code to these virtual programs.

LIC Annuity Committee Virtual Meeting
March 10, 2021
| 10:00 a.m. – 3:00 p.m. Eastern

Read More

LIC HR Committee Conference Call
March 24, 2021
| 2:00 – 3:30 p.m. Eastern

Read More

LIC Operations Committee Conference Call
March 31, 2021
| 2:00 – 3:30 p.m. Eastern

Read More

LIC Technology Committee Conference Call
April 7, 2021
| 2:00 – 3:30 p.m. Eastern

Read More

LIC Enterprise Risk Management Committee Meeting
April 14, 2021
| 10:00 a.m. – 3:30 p.m. Eastern

Read More

Forester Financial

Fraternal Benefit Society Member News

Knights of Columbus Elects Next Supreme Knight

The Knights of Columbus Board of Directors elected Patrick E. Kelly as the next Supreme Knight on February 5th, to continue the mission of charity, unity and fraternity established by the Order’s Founder, Blessed Father Michael McGivney, almost 140 years ago. Read More

Thrivent Honored as One of World’s Most Ethical Companies

Thrivent has been recognized by Ethisphere, a global leader in defining and advancing the standards of ethical business practices, as one of 2020 World’s Most Ethical Companies. Thrivent has been recognized nine years in a row and is one of only five honorees in the financial services industry. Read More

Gleaner Give and Grow

Associate Members

On-Demand Webcast: Lessons Learned From The COVID-19 Crisis & Its Impact On The Future Of Fraternals

Fraternal organizations have a long and proud tradition of service to their members, agents and communities. In uncertain times, their role is even more critical. But physical distancing, and legacy system challenges have made executing the Fraternal charter difficult. Join Equisoft and GCU to learn how Fraternals and their members can thrive going forward. Watch the webcast now

Equisoft Logo

Thanks to Our Event Sponsors

Connect NOW Sponsor:

LIDP Consulting Services Logo

Education Sponsors:

BKD CPAs & Advisors Logo MacQuarie Logo
Optimum Life Reinsurance Logo Securian Asset Management Logo

American Fraternal Alliance
PO Box 68700, Indianapolis, IN 46268-0700 | 20 F Street NW, Suite 510, Washington, DC 20001

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