Leadership Summit. Empowering Leaders to Succeed. Chapter and Interest Group Operations Track

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2 Leadership Summit Empowering Leaders to Succeed Chapter and Interest Group Operations Track

3 Chapter and Interest Group Partnership Chapter and Interest Group Operations Track

4 The Partnership Challenge: Chapters have members who are involved or participate with CPCU Society interest groups but often do not see the possibilities available from partnering directly with the Society interest group committees. Benefits of Partnership for Both Chapters and Interest Groups: Cutting-edge topics of specific concern to segments of our respective membership Knowledgeable speakers who can give lectures, make presentations, run workshops, or participate on panels Experienced professionals who can offer training, both basic and advanced Increased visibility for the chapter and interest groups with specific industry segments and other professional organizations Membership enhancement that expands the benefits of chapter, interest group, and Society membership, including Circle of Excellence (COE) recognition Chapter and Interest Group Operations Track

5 The Society has fourteen interest groups, each with a national committee: Agent & Broker the professional producer community Claims loss adjusting, investigations, salvage, subrogation; both company and independent Coverage, Litigators, Educators and Witnesses (CLEW) advisors, attorneys, and the legal system Excess/Surplus/Specialty Lines (ESSL) the excess/umbrella, nonadmitted, and specialty areas Information Technology operations, systems, and software, including RMIS from a technical perspective International Insurance (3iG) global or multinational programs and the non-u.s. market Leadership & Managerial Excellence professional and career development Loss Control the engineering professionals; safety, property, industrial, construction, energy, and so forth Personal Lines devoted to individual, VIP, and family coverages Professional Experience Resource Group a resource for all CPCUs, offering mentoring, coaching, and networking Reinsurance reinsurance underwriters and intermediaries, including captives, alternative risk, pools, and so forth Regulatory & Legislative (Regs & Legs) professionals involved with government, industry, and regulatory affairs Risk Management professional risk managers, risk management consultants operational and enterprise Underwriting commercial underwriting and underwriting support; all lines, but mostly general

6 The CPCU Society depends on the interest group committees to: Publish articles or sponsor research papers Conduct webinars Conduct or sponsor symposia, workshops, or seminars at the Leadership Summit, the Annual Meeting, and around the country Promote CPCU and interest groups within the Society and to the general industry Work with other industry associations or professional organizations that have a common link with the interest group Build interest group membership via CPCU members making a primary interest group choice at membership renewal

7 Chapters can take advantage of interest group resources by: Identifying interest groups that are highly relevant to or greatly represented within the chapter (markets, exposures, industries, and the number of members who have chosen a primary interest group) Appointing an interest group liaison who can communicate generally with chapter members affiliated with certain primary interest groups Appointing interest group champions within the chapter who can lead and obtain support from specific primary interest group members Downloading data on chapter interest group members and maintaining a regular dialogue with the national interest group committee

8 How Do the Society and Interest Groups Benefit? Grassroots visibility and promotion at the chapter level Activities that can be included in interest group COE submission Champions become a potential source for national service How Do Chapters Benefit? Membership benefit enhancement for members who get to network and attend events specific to their areas of interest and expertise Opportunity to work with other organizations, associations, and so on New and interesting topics and presenters Experts who can provide training and education in particular fields Opportunities to identify new chapter leaders Additional activities to include in chapter COE submission

9 Immediate Past President Advisor and Nominating Committee Agents/Brokers Claims CLEW Excess/Surplus/ Specialty Lines Info Tech International Insurance Leadership & Managerial Excellence Loss Control Personal Lines Professional Experience Resource Group Regs & Legs Reinsurance Risk Management Underwriting Vice President Interest Group Liaison Professional Development 1. Programs 2. Seminars and Workshops 3. I Day 4. Candidate Development and CPD Promotion 5. Student Programs President President-Elect Conferment Committee CHAIRS Operations 1. Facilities/Logistics 2. Social Events and Holiday Party 3. C Vent Master 4. Past President Liaison and Luncheon 5. Archives Officers, nine CPCU directors, & one director-at-large Board of Directors *Society Governor as a Nonvoting Member Communications Auditor Secretary/Treasurer Membership Committee and New Designee Representative 1. Blasts 2. Webmaster 3. Social Media (Four) 4. Public Relations (Press, Speakers Bureau, and Teachers Bureau) 5. Research Proposed CPCU Society New York Chapter *Board- Appointed

10 Examples of topics for which the Excess/Surplus/Specialty Lines Interest Group Committee could help or has helped facilitate, research, or sponsor, or that it could assist with contacts and resources: Surplus lines insurance fundamentals Flood, terrorism, cyber security, and network recovery Nanotechnology, 3-D printing Extreme weather, hydrofracking, ocean and inland marine insurance Product recall and product quality assurance Management and professional liability Program business, auto dealers, garage liability Aviation and aerospace (drones!)

11 Another benefit is affiliations with other organizations, agencies, and associations and designation promotion. A few examples: Agent & Broker Insurance broker associations, IIA, PIA AAI designation Claims Local claim associations, insurance crime, fidelity or surety associations AIC designation Coverage, Litigators, Educators & Witnesses (CLEW) Bar associations Excess/Surplus/ Specialty Lines (ESSL) Surplus lines offices, AAMGA, NAPSLO, PLUS, AIA ASLI, AFSB, AMIM, ANFI designations Information Technology Various insurance technology forums or groups AIT designation International Insurance (3iG) Insurance Institute of London, Canada, Bermuda, and so on Leadership & Managerial Excellence Business schools and universities, AMA AIM designation and IIA management programs Loss Control Certified safety professionals, Underwriters Lab, Fire Protection assoc., Insurance Institute for Highway Safety Personal Lines Consumer agencies, community associations, condo/co-op boards API designation Professional Experience Resource Group Human resources and training community, Gamma Iota Sigma Reinsurance Reinsurance Association of America, captive and self-insurance associations ARe designation Regulatory & Legislative (Regs & Legs) State and federal regulators, industry government associations (AIA, NAMIC) ARC designation Risk Management RIMS ARM, ARM-P, ARM-E designations Underwriting Chambers of commerce, small business administration AU designation AAI, AFSB, AMIM, and ANFI are registered trademarks of The Institutes. All rights reserved.

12 What do you think?

13 Chapter and Interest Group Partnership Chapter and Interest Group Operations Track