The National Association of Insurance and Financial Advisors (NAIFA) was established in 1890 in Boston. Since then, it has been delivering on its mission to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. As a proactive and dynamic organization, NAIFA empowers new services for its members whenever possible. But with nearly a hundred chapters spanning 50 states and over 40,000 members, things can get complicated.

In 2018, NAIFA began offering association management services for its 90 chapters across the country, including much-needed accounting services. NAIFA knew that this new service offering could not be supported by its existing accounting platforms. The organization’s structure was already highly complex, with foundations and PACs not only at the national level but also run by many branches. This new service offering meant they had to find a new solution to accommodate the existing customizations and new scale needed to serve its members properly.