Embed Size (px)
Citation preview
Page 1 of 8
Columbus CPCU Society Chapter News Volume 5, Issue 1 Spring/Summer 2015
CHAPTER
OFFICERS 2015
President,
Compliance Chair, &
Director
Kevin McEnery,
CPCU
Nationwide
Insurance
(614) 677-0971
President-Elect &
Director
Josh Thompson
CPCU
State Auto Insurance
Vice President, COE
Chair, & Director Rick McClelland CPCU Grange Mutual Casualty Company 614 445-2849
Treasurer, Finance
Chair & Director
Bob Greene
CPCU, ARM, ARe
Nationwide
Insurance
Secretary & Director
Stefanie Truitt,
CPCU, MBA, API,
AINS
State Auto Insurance
Immediate Past
President & Director
Tracy Gulker
CPCU, AU, AIC, AIS,
CLCS
Grange Mutual
Casualty Company
614-445-2906
MEET OUR CHAPTER PRESIDENT!
Kevin McEnery is the 2015 Columbus CPCU Society Chapter President
Columbus CPCU Chapter, I am thrilled at the opportunity to be your President and lead this Chapter in 2015. My theme for this year is the Next Chapter. As a CPCU, New Designee, or CPCU candidate, you have completed the first chapter of your CPCU journey. You have displayed a true commitment to your profession and made the decision to set yourselves apart from others in the industry. You have proven to yourself and colleagues that you are an insurance expert that is committed to his or her field. You’ve completed the first chapter of your CPCU journey. Now it is the time for you to take advantage of the Next Chapter of
your journey, the Columbus CPCU Chapter. Here is a snap shot of what you can expect from the Columbus CPCU Chapter, also known as the Next Chapter, in 2015.
We will provide you with targeted networking opportunities.
We will provide you with the opportunity to meet and connect with insurance professionals at our monthly luncheons and events. Networking and building new relationships can help you learn about other areas of insurance and establish connections with hiring managers and leaders who understand the CPCU designation. We will provide you with top notch education.
We will provide high caliber speakers at our monthly luncheons so you can learn from industry executives, business leaders in the community, and technical industry experts. Take advantage of our luncheons and insurance webinars to stay abreast on insurance trends and stretch your knowledge beyond your area of expertise. We will provide you with awesome events that match your interests.
This year we’ll be hosting our annual golf outing, Columbus Clippers event, and an additional event based on your input on our Chapter survey. In addition to social events, we will provide you with ample opportunities to volunteer with others in our community.
Overall, our Columbus Chapter is among the best in the country. Our Chapter has earned gold recognition consistently for the past 10 years. We have nearly 500 members comprised of insurance professionals from Nationwide, Grange, State Auto, Motorists, and many more. I urge you to continue your involvement or begin your journey with our Columbus CPCU Chapter. I look forward to seeing and meeting you in the Next Chapter of the CPCU journey.
Thank you, Kevin C. McEnery II, CPCU
Page 2 of 8
Columbus CPCU Society Chapter News Volume 5, Issue 1 Spring/Summer 2015
Chapter Meetings/Luncheons
Columbus CPCU Society Chapter members may attend meeting/luncheons eight times a year at no cost. Guests may attend for $10 Meetings are held from 11:30 AM – 1:00 PM at the historic Lincoln Theatre, 769 E Long St., Columbus, OH 43203
Tuesday, June 9, 2015: Our luncheon speaker is Mark Berven, President & COO,
of Nationwide Insurance. Click here for bio. Speech topic: Insurance Industry Trends
Menu: Southern Buffet Grilled Chicken, Barbecue Pulled Pork, Mac & Cheese, Corn on the Cobb, Cucumber Salad, Cornbread Muffins, Peach Cobbler
Tuesday, September 8, 2015: Our luncheon speaker is TBD. Menu: Asian Buffet Beef Stir Fry w/Vegetables, Orange Chicken, Fried Rice, White Rice, Pork Pot Stickers, Vegetarian Spring Rolls, Fortune Cookies Tuesday, October 13, 2015: Our luncheon speaker is Joe Dittmar of State Auto
Menu: Italian Buffet Chicken Parmesan, Penne Pasta, Roasted Veggie Medley, Caesar Salad, Garlic Bread, Vanilla Caramel Swirl Cake Squares
Tuesday, November 10, 2015: New Designee Recognition Ceremony Menu: TBD
Page 3 of 8
Columbus CPCU Society Chapter News Volume 5, Issue 1 Spring/Summer 2015
Good Works Opportunities
Manna Café
What: The Manna Café serves food to any person or family in need of a good hot
meal
15+ volunteers needed
Where: United Methodist Church, 501 East Broad Street, Columbus, Ohio
When: Wednesday, October 21, 2015
4:30 PM – 8:30 PM
Sign up here
Mid-Ohio Food Bank
What: The Mid-Ohio Food Bank is dedicated to feeding hungry people in central and
eastern Ohio by collecting and distributing emergency food and groceries.
Where: Mid-Ohio Food Bank, 3960 Brookham Drive, Grove City, OH 43123
When: Tuesday, May 19, 2015
Tuesday, November 17, 2015
Two shifts: 3:30 PM – 6:00 PM and 6:00 PM – 8:30 PM
Sign up here
Winter Warmth Drive
What: Our Chapter will be collecting new coats, hats, scarves, and other winter
weather gear to help those in need. We also accept financial donations to support this
effort
Where: Chapter members and other meeting attendees should bring winter warmth
gear and financial donations to the Chapter meeting
When: Collection starts with our September 2015 Chapter meeting
Contact Good Works Chair, W.D. Smith, MBA, CPCU, CLU, ChFC, AIM, AIC, 740-364-5842, for additional information or suggestions about our Good Works
events
Page 4 of 8
Columbus CPCU Society Chapter News
Volume 5, Issue 1 Spring/Summer 2015
Educational Opportunities
2016 CPCU Annual Conferment Ceremony is in Honolulu, Hawaii!
We can help you get there!
We are offering two CPCU Preparation Courses:
CPCU 530 Business Law for Insurance Professionals Mondays, September 14 through November 9, 5:30 – 7:30 PM The Motorists Insurance Group, 471 East Broad Street ,Columbus, Ohio 43215 Instructor, Rick Walsh, Sr. Training Consultant
Cost $ 175
CPCU 540 Finance and Accounting for Insurance Professionals January 2016 – Dates to be announced The Motorists Insurance Group, 471 East Broad Street, Columbus, Ohio 43215 Instructor, Bob Greene,
Cost $ 175
Take advantage of your exclusive CPCU Society member benefits
More than 100 complimentary, on-demand technical insurance and risk management webinars
Access to CPCU Society publications covering emerging issues and trends Complimentary access to one select Institutes online course on a quarterly basis* Discounted Institutes and CEU.com materials*
o Unlimited free access to The Institutes’ 10 online CPCU® courses, which cover more than 1,000 topics
o A 25% discount on Institutes study materials o A 35% discount on unlimited online continuing education from CEU.com
Access your CPCU Society member educational benefits here
Contact Education Chair, Rick Walsh, CPCU, ANFI, SCLA, AIS, CPIA, RWCS, CRIS, CLCS, PLCS, MSC, 614-225-8502, for additional information or suggestions about our Educational events
Page 5 of 8
Columbus CPCU Society Chapter News Volume 5, Issue 1 Spring/Summer 2015
Social Events
Columbus CPCU Society Chapter Clippers Night
Thursday, June 11, 2015
Chapter members, along with their family and friends, will enjoy a picnic style meal, water and soda in our own exclusive group area in the Upper Deck Pavilion before watching our hometown baseball team
This event was voted the most popular in our 2014 member survey!
Registration will be available at our website soon
Columbus CPCU Society Chapter 5TH Annual Golf Outing
Friday, September 4, 2015
Location: New Albany Links Golf Club, 7100 New Albany Links Dr., New Albany, Ohio 43054
Shotgun Tee Time 9:00 AM
REGISTRATION INCLUDES: CONTINTENTAL BREAKFAST LUNCH (FOLLOWING) DRINK TICKETS PRIZES
Members fee $20 Guests fee $30 - members may bring up to three guests to be included in their foursome
Registration will be available at our website soon
Contact Membership Chair, Ray Mazzotta, for additional information or suggestions
about our Social events
Page 6 of 8
Columbus CPCU Society Chapter News Volume 5, Issue 1 Spring/Summer 2015
Continuing Professional Development (CPD)
The CPCU Society and The Institutes have co-created the Continuing Professional Development (CPD) program, which recognizes professionals who keep their knowledge current and their skills sharp through career-enhancing activities By participating in this advanced program, you will set yourself apart as a progressive CPCU® who is committed to lifelong learning. The CPD program is ideal for CPCUs at every career level, from recent graduates to seasoned professionals Qualifying for Recognition To qualify for CPD status, you must earn 60 points every two years Points are awarded for a variety of activities—passing exams or courses; teaching; writing; conducting research; serving in industry organizations; serving as graders or on The Institutes' Exam Review Committees; attending chapter meetings, workshops and m ore. The CPD application lists a wide variety of activities with corresponding point values Automatic qualification is granted to all CPCU candidates who pass their final CPCU exam and to any CPCU who accumulates enough CPD credits through The Institutes ' programs, such as by passing two associate level exams in one semester. If you're a new CPCU designee, your qualification is automatic, and you do not need to submit an application for the first two years You will receive an email notification when the expiration of your qualification period approaches
You can submit your CPD application on line at https://www.cpcusociety.org/
Page 7 of 8
Columbus CPCU Society Chapter News
Volume 5, Issue 1 Spring/Summer 2015
Circle of Excellence (COE)
The Columbus CPCU Society Chapter Earns Gold Recognition
The CPCU Society’s Circle of Excellence Program provides chapter leaders with a framework to increase the CPCU Society's value. Chapters must meet certain goals to qualify for Circle of Excellence recognition Chapters that exceed these goals and plan additional initiatives in their chapter operating plans are duly recognized. Chapters earn Gold or Silver recognition by achieving key initiatives of the Society's strategic plan Our Columbus Chapter has earned Gold Recognition for over 10 consecutive years! Click here to read more about the CPCU Society’s Circle of Excellence Program Chapter Members can help us achieve Gold Recognition in 2015. Let a Chapter Officer or Board Member know if you conduct qualifying activities
Contact Circle of Excellence (COE) Chair, Rick McClelland, for more information
Page 8 of 8
5
Columbus CPCU Society Chapter News Volume 5, Issue 1 Spring/Summer 2015
Important Notes and Reminders
The 2015 Annual Meeting is October 3 through 6. Early Bird Discount ends July
22. This event is being held at the J W Marriott Indianapolis, Indiana, IN 46204. Gain the technical insurance knowledge you need to ensure your continued professional success! Click here to register
____________________________________________________________________
Only you can keep your membership information up to date Visit http://www.cpcusociety.org/ to update your member profile or contact Member Resources at Phone (800) 932-2728 | Fax (610) 725-5969
Please cancel your reservation or send someone in your place if you registered for one of our eight meeting/luncheons and cannot attend. Our catering costs are based on the number of attendees registered. Please do your part to help make the most of it. Please note that our meeting/luncheon registrations will now be closed at noon on Thursday instead of Friday.
Contact Visibility Chair/Webmaster, Patty Black, 614-563-3196, with any questions or comments Please feel free to share your ideas for future newsletters or future speakers Visit our website and our Facebook page to stay informed about our chapter.
