Pinecone -Sept 2013

7/29/2019 Pinecone -Sept 2013

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THE PINECONEMonthly newsletter for area insurance professionals

To inform members and associates of industry news, educational opportunitiesAnd association activities of the

RALEIGH ASSOCIATION OF INSURANCE PROFESSIONALS

Officers

PresidentJeanne Hess, CISR, CPIW, DAE, AAI, [email protected]

President Elect & MembershipBeth Blackwell, AAI, [email protected]

Vice-President & ProgramsDebbie Pass-Soles, CPIW, CISR, [email protected]

SecretaryBarb [email protected]

TreasurerWanda Manning, CPCU, CPIW, CIC, [email protected]

ParliamentarianWanda Manning, CPCU, CPIW, CIC, [email protected]

Committee Chairmen:

Bylaws & Immediate Past President

Janet Davis, CISR, CPIW, AAI, CRISjanet.davis@firstcit izens.com

EmploymentDebbie Pass-Soles, CPIW, CISR, [email protected]

Public RelationsKaty Willett, CIC, AAI, CISR, CPIW, [email protected]

EducationTeresa Fannin, CIC, AAI, [email protected]

SafetyPam Grimes, CPIW, CIC, CISR, [email protected]

LegislativeJeanne Hess, CISR, CPIW, DAE, AAI, [email protected]

DONT MISS THESE

FUTURE

MEETINGS!

1. September 10, 2013 ICANSeries on Fraud

2. October 8, 2013 ServiceProject Wreaths for Shut-Ins

Thanks for making IAIP

YOUR Association of Choice

Represented by

Diversified Professionals

NEW WEBSITE: www.raip.org

NCAIP LINK: www.ncaip.org

NEW IAIP link:http://www.internationalinsuranceprofessio

nals.org/SCHOLARSHIPS: www.inssfa.org

Pinecone Editor

Janet Davis, CISR, CPIW, AAI, CRISjanet.davis@firstcit izens.com

Watch out for the buses anschool children. School is

back in full swing!

SEPTEMBER 2013

The September 2013 Meeting of the

Raleigh Association of InsuranceProfessionals will meet on TuesdaySeptember 10, 2013 at the IIANCbuilding, 101 Weston Oaks Court,Cary, NC. Teresa Fannin will bepresenting the ICAN Course on Frau

Come join us for fellowship, learningand fun!

"In teamwork, silence isn'tgolden, it's deadly."

~Mark Sanborn
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]://www.raip.org/http://www.raip.org/http://www.ncaip.org/http://www.ncaip.org/http://www.internationalinsuranceprofessionals.org/http://www.internationalinsuranceprofessionals.org/http://www.internationalinsuranceprofessionals.org/http://www.inssfa.org/http://www.inssfa.org/mailto:[email protected]:[email protected]://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=GcRpTgF83iqu3M&tbnid=N5BH4xRcNJdRuM:&ved=0CAUQjRw&url=http://vector-magz.com/illustrations/back-to-school-clipart-item-5/&ei=PtMpUoSKDo_l4AOXl4HADw&bvm=bv.51773540,d.dmg&psig=AFQjCNFvKDs329NsTQ4gekyNG7hJutv5kw&ust=1378559155464945mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]://www.raip.org/http://www.ncaip.org/http://www.internationalinsuranceprofessionals.org/http://www.internationalinsuranceprofessionals.org/http://www.inssfa.org/mailto:[email protected]


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Jeannes Jottings

It is a pleasure to once again serve as President of RAIP. I hope to involve everyone on acommittee and have a voice in programs, social events and special projects. I hope you all willattend the meeting on Tuesday, September 10 th when Teresa Fannin teach our I-Can Class onInsurance Fraud. It is a 30-minute presentation. A short business meeting will follow.

A big thank you to our committee chairs who have agreed to serve RAIP this year. Pam Grimes,Safety; Katy Willett, Public Relations; Teresa Fannin, Education; and Debbie Pass-Soles,Employment. And also Janet Davis for stepping up to prepare the Pinecone for us!

Congratulations again to our award winners at our Associates Night Banquet. What a nice time weall had. Thanks to all who attended the August Picnic! Wasnt it fun? Debbie did such a great jobwith the fun games and the food was delicious as always! Lets cultivate our garden withnetworking, education and great programs!

Jeanne Hess, CISR, CPIW, DAE, AAI, AIS2013-2014 RAIP President

~~~~~~~~~~~~~~~Upcoming Events!

NCAIP Convention October 5th, 2013 in Raleigh at the Doubletree BrownstoneRAIP October Meeting Tuesday October 8, 2013 Service Project wreaths for shut-ins

~~~~~~~~~~~~~~~

MINUTES OF THERALEIGH ASSOCIATION OF INSURANCE PROFESSIONALS

July 16, 2013

The meeting was called to order by President Jeanne Hess at 6PM. This months meeting held at the OliveGarden located on Walnut St, Cary, NC.Members present: President Jeanne Hess, Teresa Fannin, Beth Blackwell, Wanda Manning, Debbie PassSoles, Pam Grimes, Tammy Ramsdell, Janet Davis, Katy Willett and Barb Hutchinson.The business meeting was called to order by President Jeanne Hess at 6:28PM. We did not have a guestspeaker at this months meeting as this was our general planning meeting for the year 2013/2014. Themajority of our discussion was spent brainstorming for possible guest speakers, fundraisers and on Nationaland State issues.

Committee ReportsTreasurer Barb Hutchinson no report

Programs Debbie Pass Soles - program for the next quarter:

Sept I CAN Insurance FraudOct Wreaths?Nov social meeting Wreaths ? With possible attorney to speakDec Christmas partyJan education and membership drive possible Ethics class with class attendees staying for our RAIPmeeting

Education Teresa Fannin -Teresa would like to offer the I Can class on Insurance Fraud for our Septmeeting. She also would like to present another Ethics class next year (possible Jan meeting) perhaps on aTuesday afternoon held at IIANC building located in Cary, NC. We would then encourage the class participantsto remain for our RAIP monthly meeting. This might be a great opportunity to introduce our organization tointerested insurance professionals.

Public Relations Katy Willett our web site will be updated to include pictures from our Associates Night

Banquet.

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Employment Debbie Pass Soles will have items in the Pinecone

Legislative Jeanne Hess will have updates in the Pinecone

Safety Pam Grimes - Pam will beordering EDITH material again this year

Bylaws Janet Davis no report Note Beth Blackwell will email updates to our members for their review

Parliamentarian no report

Membership Jeanne Hess reported that our current member count at 15 members.From our State President: NCAIP is trying something new for the coming year which will be a teleconferenceeach month with membership committee chair (Beth Blackwell) to discuss/brainstorm how to increase ourmembership. Each membership chair from each state organization should plan on conferencing into this phonecall for an active discussion!NEW BUSINESSVote was taken on minutes from last meeting Wanda move to accept and Beth second. Vote passed.Fundraisers discussion centered on our Pecan drive and Seasonal Baskets. We will present two baskets forthe next fundraiser with the themes of Halloween and Fall. We will raffle off these baskets at our Oct meeting.

Katy needs ideas of what we want to do this year: collecting for State Convention back packs: schoolsupplies??? RADA knife order was placed by Janet Davis.

Meeting was adjourned at 7:30.~~~~~~~~~~~~~~~

EMPLOYMENT OPPORTUNITIES:

1. Insurance professional from Louisiana relocating to the Apex, NC area in May 2013. She isa CIC, Commercial Lines Producer, Office Management, Marketing Management . (Feb. 2013)

2. NCDOI Employment opportunities visit: http://www.ncdoi.com/Employment/3. Standard Insurance in Rocky Mount - looking for an Administrative Assistant / Receptionist.

Contact Kim Bletsas at 252-467-2757 or email a resume to [email protected].

4. Medical Mutual looking for an Underwriting Assistant w/1-2 years of customer service anddata entry experience in the insurance industry, preferably medical professional liabilty. Toapply online, please visit http://www.medicalmutualgroup.com/careers.

Please contact Debbie Pass [email protected] 919-878-7585, if you would like moreinformation or you have a position in your office that you would like to post.

~~~~~~~~~~~~~~~

NCAIPs Facebook Page Message from Tracy Cotton

The NCAIP Facebook Page is the fastest and most economical way to get news and valuable career enriching informationto our members and prospects (the NCAIP website can only be updated once a month without incurring additional charges

AND the website has limited space as well). I dont post constantly usually just once a day 3-4 days a week.

ALSO if you would like me to post any updates about your association on the NCAIP Facebook Page just drop me anemail. I can post info about your meetings, member news (like weddings and promotions), job openings that you areaware of, really anything that you want to share with your NCAIP family (and prospective members!).

If you have any questions or need help with your associations Facebook Page Im also happy to help. Facebook is reachbillions of people everyday some of them are your members and prospective members, lets reach them together!

Thank you so much for your support.

Thanks,Tracy L.Cotton, CIC, CISR, CPIW828-652-6212 office [email protected]

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http://www.ncdoi.com/Employment/mailto:[email protected]://www.medicalmutualgroup.com/careersmailto:[email protected]:[email protected]:[email protected]:[email protected]://www.ncdoi.com/Employment/mailto:[email protected]://www.medicalmutualgroup.com/careersmailto:[email protected]:[email protected]


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NCAIP Nominating Committee Message from Geraldine Plott & Judie Hancock

Our NCAIP Nominating Chairman, Judie Hancock is still looking for candidate applications for our 2014Executive Board.

Our RVP, Brenda Lawhorn's theme this year is "Take Ownership of Your Membership". It's easy to join anorganization, sit on the sidelines and say you belong but the only way you get the FULL BENEFIT of yourmembership is to become an active member - get involved by chairing or serving on a committee, arrange aspeaker, take or present a class - take ownership of your membership - GET INVOLVED!

Here's the perfect opportunity - the positions of Treasurer, Vice President and Nominating Chairman are stillavailable. I am extremely confident there are many members more than capable of filling these positions.Please let's get Judie busy - take ownership of your membership and send those applications to Judie. Shewould like them to her by the 25th at the latest.

Remember, this is YOUR association - now's YOUR chance to make your voice heard, your talents known andat the same time enhance your confidence and leadership skills.

Geraldine & Judie

~~~~~~~~~~~~~~~

2013-2014 NCAIP Public Relations Project Message from Todd Jones

Masonic Home for Children in Oxford NC is our State project for 2013 - 2014.

Their Purpose:MHCO exists for one purpose to help children who need a stable, caring and loving home. We do not

replace a family we provide. We teach, guide, nurture, and share, focusing on life both at and after MHCO,

so we can help a child determine his or her own path for the future. Our state licensed and nationally accreditedhome uses a family-living model that provides our children with individual living spaces, essentials needed fordaily living, support if they have special needs, and a promise for full development and learning, from infant toyoung adulthood.

Their Mission:The Masonic Home for Children assists families in need by providing a home-like setting together withcommunity based programs and services for children to enhance its stable, supportive and nurturing livingenvironment in order for children to reunite with their families or achieve independence.

For more information on this great cause, you may go to their website http://www.mhc-oxford.orgWe would like for each association to help collect the items below attached in MCHO NeedsList.pdf. Please

bring these items to State convention in Raleigh in October.

Also on October 11th and 12th Masonic Homecoming Festival is held. We would like to have members fromeach association try to attend this fundraising event. Please see attached newsletter.

Thank youTodd JonesNCAIP Public Relations Chair

MCHO Needs List.pdf

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http://www.mhc-oxford.org/http://www.mhc-oxford.org/http://www.mhc-oxford.org/http://www.mhc-oxford.org/


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Make A Difference

Doubletree Hotel Brownstone

Raleigh, NC

October 5, 2013

Name: ______________________________________________ Designations: _______________________________Name for Badge: ____________________________________ Local Association: _____________________________Mailing Address: _________________________________________________________________________________E-Mail Address: __________________________________________________________________________________Employer: ______________________________________________________________________________________Home Phone #________________ Work #___________________ Cell #___________________ Preferred #_______Check all that Apply:

__Alternate __DAE __Founders Circle __ National Officer/Past Officer__CIIP/CPIW/CPIM __Delegate __Guest __Other_________________

__CWC Contestant __Exhibitor __Local President __Council Director/Past CD__First Timer __Member @ Large ___ Young New Professional

Designations received in the past 12 months: CIIP/CPIW/CPIM, DAE, other: ___________________________________

Event # Cost Total Due

Registration includes all meetings, meals $125

Late Registration PostmarkedAfter 09/25/13 $150

Additional Meals:

Saturday Lunch $35

Saturday Dinner $85

Fundraising Tables $25

Special Dietary Requirements: ______________________________________________________________________Auxiliary Aids/Services Required: __________________________________________________________________

REGISTRATION DEADLINE: September 25, 2013. NO REFUNDS AFTER September 26, 2013

Make checks payable to:2013 NCAIP Conferencec/o Brenda Webster118 Country Place Rd,

Wilmington NC 28409

HOTEL INFORMATION: The hotel has blocked rooms for us until September 14, 2013 . Room rates are $99.00King/Double All rates per night plus applicable tax.

To reserve onlinehttp://doubletree.hilton.com/en/dt/groups/personalized/R/RDUDNDT-AIP-20131004/index.jhtml?WT.mc_id=POG

or call 919.828.0811 group #AIP

CONFERENCE CHAIRBrenda [email protected]

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http://doubletree.hilton.com/en/dt/groups/personalized/R/RDUDNDT-AIP-20131004/index.jhtml?WT.mc_id=POGmailto:[email protected]://doubletree.hilton.com/en/dt/groups/personalized/R/RDUDNDT-AIP-20131004/index.jhtml?WT.mc_id=POGmailto:[email protected]


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Make A Difference


Raleigh, NCOctober 5, 2013

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Friday, Oct 4 2013Welcome Reception

Host Hospitality Suite Open 8:00 pm - 10:00 pm

Saturday, Oct 5, 2013

Breakfast to go Hospitality Suite 7:00-8:00 amRegistration and Credentials Open 8:00 am - 10:00 pm

Nominating Committee 8:00 am - 9:00 am

CWC Briefing 9:00 am -9:30 am

First Timers/ Young New Agents 9:00 am -9:30 am

Exhibitors 9:00 am - 10:30 am

Delegates Briefing 09:30 am 10:30 am

First Business Session 10:30 am-12:30 am

Lunch With Exhibitors 12:30 noon - 2:30 pm

Exhibits Open 11:30 am -2:30 pm

Second Business Session 2:30 pm - 5:30 pm

Dinner, Awards, CPIW/CPIM & Entertainment 6:00 pm 10:00 pmHospitality Suite Open

Sunday, Oct 6, 2013Check out and Breakfast on your own


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Make A Difference


Raleigh, NCOctober 5, 2013

CONVENTION VOLUNTEER

You can gain valuable networking opportunities and experience the workings of theconvention through your involvement at the Region II convention.

Note Delegates CANNOT serve on Tellers, Credentials or TimekeepersCommittees.

Committee Duties

Registration Distribute attendee packets and ribbons. Distribute exhibitorpackets.

Tellers Count votes at each general session either by paper ballots orstanding head count of

delegates . Must be present at ALL business meetings.

Credentials Register delegates and alternates and make sure delegates andalternates are seated

in the appropriate areas during all meetings.

CWC Facilitate the speak-off and assist with the prep meeting onsite.

Pages Deliver messages and assist as needed with handouts etc.before and during business

meetings.

Timekeepers Must be present at ALL business meetings, the DelegatesBriefing, Meet the

Candidates and CWC Speak-off to time the speakers.

Minutes Approval Assist Convention Secretary in review and approval ofconvention minutes.

Volunteer Statement

As a registered Attendee, I want to help at the convention and I request assignment tothe following committee(s).

First choice __________________________ Second Choice _____________________________

Name _________________________________________

Email ______________________________________ Phone _________________________

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Association ____________________________________________________ State _______________

Please return this form with your registration

Dont pay for job opportunities

Job search websites can be a great tool for finding your next job. But not every opportunity posted turns out to

be legitimate.

Some North Carolina job seekers recently found this out when they responded to a posting for what looked like

security guard work but turned out to be a scam. People who responded to the post were asked to pay more

than $100 upfront for training by purchasing a reloadable debit card. Victims were also asked to provide

personal information including their banking account number, full name and date of birth. Consumers who

bought the debit card and provided the card number to the scammers never got the promised training or job.

To protect yourself when looking for jobs online:

Be skeptical if youre asked for money upfront. Dont agree to pay upfront for lists of potential jobs

or to apply for a job. If youre offered training or education, check it out thoroughly before you agree topay any money, and consider reputable local alternatives, such as your Community College, first.

Guard your personal information. Job scammers may ask for your Social Security Number, saying

they need it to run a background check. Dont provide your SSN to a potential employer until or unless

youve checked out the company thoroughly and know the job is legitimate. Never agree to email your

SSN or other personal financial information. Email is not a secure way to share this information.

If you spot a possible job scam, report it to us at 1-877-5-NO-SCAM orfile a consumer complaint onlineatncdoj.gov.

This message brought to you on behalf of North Carolina Attorney General Roy Cooper.

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http://www.wral.com/scammers-used-state-employment-website-to-dupe-veterans-/12605201/http://www.ncdoj.gov/getdoc/fdbee1c7-c2a9-4f67-91b2-bb50beea1c0a/2-2-12-File-a-Complaint.aspxhttp://www.ncdoj.gov/getdoc/fdbee1c7-c2a9-4f67-91b2-bb50beea1c0a/2-2-12-File-a-Complaint.aspxhttp://ncdoj.gov/http://www.wral.com/scammers-used-state-employment-website-to-dupe-veterans-/12605201/http://www.ncdoj.gov/getdoc/fdbee1c7-c2a9-4f67-91b2-bb50beea1c0a/2-2-12-File-a-Complaint.aspxhttp://ncdoj.gov/


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North Carolina Association of Insurance Professionals

2013/2014 Proposed Bylaws Changes

Current:Article V - Officers

Section 1. The officers of the state association shall be President, President-Elect, VicePresident, Secretary, Treasurer and Immediate Past President.

A. All officers must be active members of the state association.

B. All officers must have the endorsement of their local association.

Recommended:Article V - Officers

Section 1. The officers of the state association shall be President, President-Elect, VicePresident, Secretary, Treasurer and Immediate Past President.

A. All officers must be active members of the state association.

B. All officers must have the endorsement of their local association.

C. Officers must reside in or be employed in the state of North Carolina.

Reason:

It is the intention of NCAIP to have their leadership involved in the state association and believe it is in the bestinterest of their officers to be a resident or be employed in North Carolina in order to be active participants.

Current:Article IV Members

A. Student. Student membership is open to persons who are full time studentsenrolled in a minimum of twelve (12) credit hours per term in a college oruniversity. Student members who belong to a local association are entitled tomake recommendations and to hold both elective and appointive office at alllevels of the association. Student members not belonging to a local association

shall be known as Student Members-at-Large and shall not be entitled tovote or to hold elective or appointive office in the association.

Recommended:

B. Student. Student membership is open to persons who are full time studentsenrolled in a minimum of twelve (12) credit hours per term in a college oruniversity. Student members who belong to a local association are entitled tomake recommendations and to hold both elective and appointive office at alllevels of the association. Student members not belonging to a local associationshall be known as Student Members-at-Large and shall not be entitled tovote or to hold elective or appointive office in the association.

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C. Recent Graduate Membership is open to persons who have recentlygraduated from college or within 2 years of graduation who are activelyseeking employment within the insurance industry. Recent Graduate memberswho belong to a local association are entitled to make recommendations and tohold both elective and appointive offices at all levels of the association. RecentGraduate members not belonging to a local association shall be known as

Recent Graduate Members-at-Large and shall not be entitled to vote or tohold elective or appointive office in the association.

Reason:

Adding C. to bring NCAIP bylaws into alignment with IAIP bylaws.

Current:Article IV Members

Section 3. Dues. In addition to those payable to IAIP, the following shall be paid to NCAIP:

A. Dues Payable

1. NCAIP dues for active and student members belonging toa local association shall be due and payable to the local association. The localassociation shall remit payment to the NCAIP treasurer on or before July 1 ofeach year.

2. Members-at-Large shall remit NCAIP dues directly to the NCAIP treasurer onor before July 1 of each year.

Recommended:

Article IV Members

Section 3. Dues. In addition to those payable to IAIP, the following shall be paid to NCAIP:

B. Dues Payable

1. NCAIP dues for active and student members belonging toa local association shall be due and payable to IAIP. The local association shallremit payment to the NCAIP treasurer on or before July 1 of each year or oncefunds are received from IAIP.

2. Members-at-Large shall remit NCAIP dues directly to IAIP.

Reason:

IAIP renewals are made directly to IAIP Corporate Center including our State Association dues and local

association dues. Any excess over the IAIP dues amount will be sent to the local association. Since we have a

state association, the local association will need to forward payment to the NCAIP treasurer.

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Current:

Article V Officers

Section 6. B. The President-Elect shall:

3. In the even of the absence or inability of the President to perform their duties, the President-Electshall perform the duties of the President.

Recommended:

Article V Officers

Section 6. B. The President-Elect shall:

3. In the event of the absence or inability of the President to perform their duties, the President-Elect

shall perform the duties of the President.

Reason:

Spelling correction

North Carolina Association of Insurance Professionals

2013/2014 Proposed Standing Rule Changes

Current:

14. NCAIP shall pay the registration, travel (coach), lodging and meals for the NCAIP CWC contestant toattend the Region II conference. The amount shall not exceed the amount budgeted annually.

Recommended:

14. NCAIP shall pay the registration, travel (coach), lodging and meals for the NCAIP CommunicationsWinner to attend the Region II conference, if the funds are not provided by a sponsor. The amount shallnot exceed the amount budgeted annually.

Reason:

Since IAIP no longer recognizes CWC at the state level, we recommend changing the name of this event/awardfor NCAIP. At this time NCAIP has a sponsor who provides funding for the winner to attend and wanted thisinformation included.

Current:

6. The following AWARDS may be presented at the annual meeting:1. NCAIP Rookie of the Year 2. NCAIP Claims Professional of the Year

3. NCAIP Insurance Professional of the Year

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4. NCAIP Professional Underwriter of the Year5. NCAIP Risk Management Professional of the Year6. NCAIP Individual Excellence Award7. NCAIP Excellence Award

Criteria for these awards and submission format shall be set by the Board ofDirectors. Recipients of Awards 1-6 will receive a plaque. Associations chosen

to receive the NCAIP Excellence Award will receive a certificate.

Recommended:

6. The following AWARDS may be presented at the annual meeting:1. NCAIP Rookie of the Year 2. NCAIP Claims Professional of the Year3. NCAIP Insurance Professional of the Year4. NCAIP Professional Underwriter of the Year5. NCAIP Risk Management Professional of the Year6. NCAIP Individual Excellence Award7. NCAIP Excellence Award

Criteria for these awards and submission format shall be set by the Board ofDirectors. Recipients of Awards 1-6 will receive a plaque. Associations chosento receive the NCAIP Excellence Award will receive a certificate.

All applicants may submit applications to Regional for consideration of awards at the Regional level.

Reason:

All NCAIP members who are eligible for an award at the regional level should apply since awards given at thestate level are no longer recognized by IAIP.

Documents

Pinecone -Sept 2013