Transcript Connecticut CPCU Society Chapter, Inc.

Connecticut CPCU Society Chapter, Inc
Connecticut Chapter of CPCU
2013 Annual Meeting of the
Membership
December 5, 2013
Rockledge Country Club
7/17/2015
Agenda
 Welcome CPCU Members and Guests
 Approve Minutes from December, 2012 Annual Meeting
 Chapter Membership – as of 12/5/2013
 2013 New Designees
 CPD Qualifiers – as of 12/5/2013
 CT Chapter 2013 – A Year In Review
 A Word about Good Works
 2013 Budget Presentation/Approval
 2014 Officer and Director Nominations
 Thank you!
7/17/2015
2013 Membership
(as of 12/12/2013)
Total Paid CPCU Members = 388
Change of last year: 12% increase
Total CPCUs = 535 (189 Unpaid)
2014 New Designees, so far = 6
Total CPCU’s CPD Qualified = 40, includes the 6 New
Designees
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2013 New Designees (25!)
 Reem Abbasi
 Jerrod Bowman
 Christopher M. Clark
 Anthony D’Inzillo
 Matthew Dowd
 Mark R. Evans
 Adam Fleming
 Peter Gabis
 Nadia Gluch
 Lauren Gouveia
 Melissa Jubinville
 Zachary Kadolph
AMICA
Travelers
AMICA
MetLife Auto & Home
Harleysville Insurance
Swiss RE
Travelers
Farmers Group
The Hartford
Liberty Mutual
XL Re
Hanover Ins. Group
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2013 New Designees (25!)
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Lyudmyla Koval
Julie Krug
Kirsten Misner
Matthew Mitchell
Anupam Mohapatra
Mark O’Hare
Joann Pare
Rober Sharrer
Shamus Slominski
Carrie Ripley-Taylor
Ellen W. Thees
Richard J. Toce, Jr.
Mark B. Young
Insurance Center Special Risks
PMA Companies
Travelers
Liberty Mutual
Cognizant Tech Solutions
The Hartford
Liberty Mutual
GenRe
State Farm
Ericson Insurance Services
Beardsley, Brown, & Bassett
Arbella Insurance Group
Tracy Driscoll & Co
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40 CPD Qualifiers
Get Qualified!!
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Deborah L. Bartucca
Cynthia Lynn Bennett
Jerrod Bowman *
Benjamin Brunese
Kathryn A Carroll
Christopher M. Clark *
Nicholas Commendatore
Cheryl R. Constantine
Anthony D’Inzillo *
Matthew Dowd *
Kenneth Eagen
Kimberly Fitzgerald
Adam C. Fleming *
John P. Franzis
Peter J. Gabis
Jared Gentile
Jill H. Gidge
Nadia Gluch *
Lauren Gouveia *
Surya Gunturu
Melissa Jubinville *
Zachary Kadolph *
Lyudmyla Koval *
Julie Krug *
Noreen E. Kuziak
John Lewis
Kirsten Misner *
Matthew Mitchell *
Anupam Mohapatra *
Oanh Nguyen
Mark O’Hare *
Joann Pare *
Cheryl Renfer
Robert M. Sharrer *
Shamus Slominski *
Paul Sweet
Carrie Ripley Taylor *
Ellen W.Thees *
Marianne Vanech
Mark B. Young *
* Denotes 2013 New Designee
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The Year In Review – First Half
 February – Joint Meeting with the HAIW, WAIP
 March – Ethics Month – Meeting and Seminar
 April – Joint Meeting with RIMS
 Move to Rockledge Country Clubs for most meetings
 Relationship with Central CT State University
 Offering CPCU Courses – Accounting in February
 May 23, 2013 Fundraiser
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The Year In Review – Second Half
 June 10, 2013 – CPCU Golf Tournament
 August 30th - CT Chapter of CPCU night at the Rock Cats’
Beehive Stadium
 September 12th – Eliot D. Russman, CEO, Fidelco – we donate
$1,000 for a kennel each year
 October 10th – Hartford Fire Academy
 November 7th - The New Designee / Past President Reception
and Conferment, The Farmington Club – now one event
Cindy Baroway, National CPCU Society President, was the
conferring officer and Jerry Theodorou, VP, Conning Research,
was our keynote speaker. Held a Connections visit with Marsh.
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The Year In Review – Even More!
 5 Chaptergrams!! Written by the BOD but a special thank
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you to John Franzis, Past Pres and Gov who puts it all
together!
A special thank you to John Franzis and Joe Long
for all the photos!
We continue to expand our social networking! We are on
Linked-in, Facebook and Twitter.
Published The Hartford Courant Supplement highlighting
our New Designees and our Good Works activities.
We continued partnerships with other insurance
organizations like Blue Goose, RIMS, WAIP and HAIW.
7/17/2015
Incorporation of the Chapter
 Received info Leadership Summit, April, 2012
 Summer of 2012 – Finalized Chapter Agreement and
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New Chapter By-Laws – send to National
Waited for National approval until May, 2013
Sent in additional Info by end of June, 2013
Incorporated in the State of PA – September, 2013
Still need to complete some filings to finish the
process
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A Word about Good Works…
Through our golf tournament, we generated over $18K in profits, which we donated back
to the community via our Good Works Committee.
This year, we continued to support many wonderful organizations, including the
following:
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Interval House
Autism Society of CT (Blue Goose Raffle Donation).
Gifts of Love
The Bridge Family
St. Philip House
Scholarship CT Chapter members
Scholarship - UHART Insurance related majors.
Fidelco
Wheeler Clinic
Malta House
Grace Academy
Circle of Life
St. Martin dePorres House
CT Fire Academy
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And Let’s Do It Again!
CPCU Golf Tournament
June 2, 2014 at Wampanoag Country Club
Mark your calendar!
Includes lunch and dinner, lots of raffle prizes, and a
full day of fun!!
PLEASE SIGN UP AND JOIN IN ON THE FUN
7/17/2015
Speakers’ Charities
 February – Hartford Youth Scholars Foundation
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(Sue Ahrens)
March – Spark Chicago (J. Doug Harris)
April – Father McGivney Cancer Center, George
Street, New Haven, CT (John Roach)
May –
Boston One Fund (Dave Medvidofsky)
My Sister’s Place (Patrick Kinney)
September – Fidelco (Eliot D. Russman)
October – Fire Academy
November – South Park Inn (Jerry Theodorou)
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Scholarship Winners
 Jerald C. Alexander Memorial Scholarship:
For CT Chapter members and their immediate families
Winner: Jordan Gaglione
Son of Lori Gaglione, CPCU
 Gert Sweeney Scholarship:
For a Finance or Insurance Major at the University of Hartford
Winner: Lindsay Pettinicchi
In 2014:
Scholarship for CCSU Insurance / Finance Student
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Excellence Awards
Each year the CT Chapter of CPCU recognizes outstanding contributions and support of our
Chapter and Designation.
We recognize both companies and individuals.
This year the Company Excellence Award goes to an Independent Insurance Agency that has
supported our Chapter and their own Candidates in a long list of activities and financial
support:
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Burns, Brooks & McNeil
This year the Individual Excellent Award goes to three individuals who have work diligently for
years on our CPCU Annual Golf Tournament:
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Jennifer Bertagna, CPCU, ARe
Jon Handwerk, CPCU, CIC
Esther Zinolli, CPCU
Our sincerest thanks for everything these people do to promote the CPCU designation and our
CT Chapter!
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Chapter Finances – 2014 Budget
Revenue
Expense
Net
Operations
$16,245
$15,445
$800
Good Works
$37,510
$37,510
$0
Self-Funded
$11,775
$12,125
($350)
Net
$65,530
$65,080
$450
Chapter Operations:
Revenue: Dues, Interest Income
Expenses: Printing & Mailing, Corp/Administrative, Visibility, Chapter Officer Training,
Annual Meeting, D&O Insurance
Community Involvement:
Revenue: Golf Outing
Expenses: Contributions on behalf of speakers, Scholarships, Good Works Activities
Self Funded: Monthly Meetings, Conferment, I-Day, Seminars, Courant Supplement
*Does not include use of $1,500 owners equity for 2013 Member Stimulus Program
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2014 Officer and Director Nominations
 President –Jon Gice, CPCU
 Vice President – Ken Hall, CPCU
 Secretary – Nicone Gordon, CPCU
 Treasurer –Paul Sweet, CPCU*
 Visibility – TBD
 Membership – Jennifer Santucci, CPCU
 Candidate Development – Leona Hay, CPCU
 New Designee – Alicia Pangborn, CPCU*
 Community Involvement/Good Works – Alyce DeAngelo, CPCU
 Education – Oanh Nguyen, CPCU*
 Immediate Past President – Noreen Kuziak, CPCU
* Denotes new designee
Raise your hand if you are interested!
7/17/2015
Highlights for Spring, 2014
 No January, 2014 meeting – Planning meeting for the
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Board instead
February 13, 2014 – Joint meeting with HAIW / WAIP
March 13, 2014 – Ethics! Seminar in the morning,
luncheon
April 10, 2014 – Joint meeting with the CT RIMS
Chapter
May 8, 2014 – May Luncheon meeting at CCSU!
Dr. Henry Lee, keynote speaker
June 2, 2014 – Charity Golf Tournament
August, 2014 – CPCU Night at the Rock Cats
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