| Chapter Meetings |
Please refer to the calendar for all 2001-2002 chapter activities to help you plan your schedule. Click here for a printer friendly version of this page
May 2002
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1 Month - 3 Great Events! |
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| Golf Event and Installation of New Officers | Understanding the New CPCU Program | Iowa Insurance of Fame |
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Wednesday May 22 1:00 Golf Benefit (shot gun start) for Farm Safety for Just Kids 5:00 Social Hour 6:00 Dinner & Chapter Meeting with Officer Installation @ Willow Creek Golf Course See details below! |
As you may be aware, there have been recent changes in the curriculum to obtain the CPCU designation. Highlights of the changes which will be effective in 2003 are: 1. You may concentrate on either personal or commercial insurance. 2. Greater emphasis will be placed on the convergence of property-casualty insurance and other financial services. 3. You need only pass eight rather than ten national courses and examinations.In an effort to shed further light on these changes and how they may affect you, the Iowa Chapter, CPCU Society has made arrangements for Sandy Masters, CPCU, AIS, CPIW, Director, Midwestern Region, American Institute for CPCU/Insurance Institute of America to discuss the new program and answer your questions during an afternoon seminar at 3:00 p.m. on May 23rd. The seminar will be held at Holmes Murphy & Associates, 300 Westown Parkway, West Des Moines. So that we can plan for the number of attendees, if you would like to attend this seminar please call Khrissy Zepeda at Ahrold Fay & Company at (515) 288-2101 or e-mail her at kzepeda@ahroldfay.com. Sincerely,
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Iowa Insurance Hall of Fame Induction ceremony @ Drake University on Thursday, May 23 Download details of the Hall of Fame ceremony by right clicking here |
IOWA CHAPTER CPCU SOCIETY MEETING – May 22
Installation of Officers Meeting and Annual Golf Outing
Golf benefit for Farm Safety 4 Just Kids
Date & Time: Wednesday, May 22
Golf: (shotgun start) 1:00 p.m.
Social hour: 5:00 p.m.
Dinner and installation of officers: 6:00 p.m.
Location: Willow Creek Golf Course
Cost: Golf: $55 per person
Golf fee includes 18 holes of golf, a cart and a donation for Farm Safety 4 Just Kids. Golfers are invited to stay for Social Hour even if not staying for dinner.
Dinner and Social Hour: $18 per person
Reservations are due by May 17.
Golf: Make reservations with Jeff Jeffus, 471-3879 or Ajeffus @onebeacon.com
We will arrange foursome, if you would like to golf, but do not have a full foursome
Dinner/Social Hour: Make reservations with Nancy Green, 280-2850 or Nancy.D.Green@EMCIns.com
Payments for both golf and dinner should be mailed to Nancy Green or can be made at the door.
No cancellations accepted after May 17; we must guarantee our counts with Willow Creek
.Questions: Call Jeff Jeffus for questions about golf. For questions about the dinner, call Jo Ann Olson, 225-5931 or JaOlson@fbfs.com
Make checks payable to: Iowa Chapter – CPCU Society
Mail checks to: Nancy Green
EMC Insurance Companies W4S
717 MulberryDes Moines, IA 50309-3810
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Name |
Golf $55 per person |
Dinner/Social Hour $18 per person |
Total Enclosed: $________________ Company: ___________________________
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CPCU Annual Golf Outing
May 22, 2002
Willow Creek Golf Course
Benefit for Farm Safety 4 Just Kids
For the third year, proceeds from the annual golf outing will be donated to Farm Safety 4 Just Kids, in conjunction with the efforts of our CPCU Good Works committee. Farm Safety 4 Just Kids is a very special program that seeks to prevent farm related childhood injuries and fatalities, by providing education about the importance of farm safety.
The golf outing will be a Best Ball tournament, and is open to CPCU’s, those testing for CPCU as well as other insurance folks. Shotgun start will be at 1:00.
Here’s an opportunity to show your support for a good cause and have a great time. Whether you’re an accomplished golf pro or have never hit a golf ball before, we’re looking for everyone to get involved.
Companies can sponsor a hole or a special event, such as closest to the pin. We’d also appreciate donations of any company golf prizes that can be used for door prizes.
To register for golf, and/or to sponsor a hole, contact Jeff Jeffus at 471-3879, or e-mail him at
Ajeffus@onebeacon.com. The $55 fee includes 18 holes, a cart, an invitation to the Social hour to follow golf at 5:00, and a donation to Farm Safety 4 Just Kids.
Please note there is a separate registration for the May 22 CPCU dinner meeting and installation of officers. These reservations go to Nancy Green.
April 2002
IOWA CHAPTER CPCU SOCIETY MEETING
| Topic: | The Challenge of Leadership- Mentoring in the New Millenium |
| Speaker: | Rowena Crosbie, President, Tero International, Inc. |
| Date & Time: | Thursday, April 18, 2002 at 11:30 a.m. |
| Location: | Embassy Club 801 Grand – 40th Floor Des Moines |
| Agenda: | 11:30 to 12:00 Lunch 12:00 to 12:30 Program |
| Cost: | $18 per person |
Program Questions: Karen Wassather, CPCU, CIC Phone: 515-221-2318,extension, 201 E-mail: kwassather@tero.com
Program Description: The Challenge of Leadership- Mentoring in the New Millenium contains a message that is timely, relevant, and of great importance for our membership. CPCU’s are consistently recognized worldwide for their leadership, high ethical standards, and outstanding professionalism. It is our responsibility to mentor the next generation of industry professionals to achieve superior professional development. You will learn how helping others to achieve their career goals can provide important benefits for you and those you lead.
Introducing Rowena Crosbie:
Rowena Crosbie is Founder and President of Tero International, Inc., a corporate training company with headquarters in West Des Moines. Ro’s commitment to help others challenge the way they think combined with her great communication skills ignites a passion in audiences which endures long after the presentation is over. Ro’s ability to inspire listeners has consistently earned her reviews as a top-rated speaker throughout the U.S. and Canada. You can learn more about Rowena by visiting Tero’s web site at tero.com
Please call, fax, or e-mail
reservations by April 15
to:
Nancy Green, CPCU Phone: (515) 280-2850 Fax: (515) 237-2016 E-mail: nancy.d.green@emcins.com
| Make checks payable to: | Iowa Chapter – CPCU |
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Mail checks to: |
Nancy Green, CPCU |
| EMC Insurance Companies W4S | |
| 717 Mulberry | |
| Des Moines, IA 50309-3810 |
| Name(s): | ||||
| Company: | ||||
| Total Enclosed:$ | ||||
Cost: $18 per person
March 2002
THE IOWA CHAPTER OF THE CPCU SOCIETY and the Kelley Insurance Center of Drake University Present the Spring Seminar: Ethics & More
DATE & LOCATION:
Thursday, March 14, 2002 Parent’s
Hall, Olmstead Center, Drake
University
AGENDA
7:30-8:00
A.M. Registration
and Continental Breakfast
8:00 – 9:00 A.M. Jarrett Wright & H.Wesley Odom Jr
9:00 - 9:15 A.M. Refreshment Break
9:15 – 10:15 A.M. Francis “Skip” Hagerty
10:15 – 10:30 A.M. Stretch Break
10:30 – 11:30 A.M. Michael Jones
11:30 –12:15 P.M. Buffet Luncheon
12:15 – 1:30 P.M. Scott Avelino, Luncheon Speaker
ABOUT OUR PROGRAM: Master of Ceremonies: Bruce Kelley, CPCU, President and C.E.O. of EMC
Kidnap and Ransom
Jarrett Wright, CPCU, AU, ARM, Manager of the Department of Financial Institutions of the Chubb Group Companies and H. Wesley Odom Jr., Chief of Operations of the Ackerman Group
A discussion of kidnap and ransom coverages, how terrorism relates to K & R coverages, along with some actual experiences of the Ackerman Group in handling these situations.
Mergers and Acquisitions
Francis “Skip” Hagerty, Vice President of Corporate Finance of Philo Smith Capital Corporation.
If there is a Des Moines area insurance company that hasn’t bought, sold, or been bought or sold in the past 3 years, it’s a rare one. Find out what the current situation looks like. How will 9/11 affect mergers and acquisitions?
Trends in Proximate Cause
Michael Jones, J.D., CPCU, Partner with the law firm of Patterson, Lorentzen, Duffield, Timmons, Irish, Becker & Ordway
A discussion of the importance of proximate cause to insurance issues – selling, underwriting, and adjusting – as well as recent decisions.
LUNCHEON PROGRAM: Sponsored by the Archie R. Boe Lectureship Series, Kelley Insurance Center, Drake University
Making Ethics Count
Scott Avelino, Director, Integrity Management Services, KPMG LLP , Washington DC.
A reality check on corporate integrity, legal and marketplace trends, social accountability and challenges.
NOTE: Approved for 4 hours of CE credit by the Iowa Department of Insurance
PARKING: Parking in the Olmsted Lot will be validated at the registration table.
RESERVATIONS REQUIRED
CANCELLATION POLICY: Refunds will be granted for Reservations canceled prior to March 11, 2002
REGISTRATION FORM
Name Company/Agency Address Telephone Will you require C.E. Credit?
Are you currently a Drake Student? FAX: (515) 271-2001
E-Mail: Insurance.Center@drake.edu Phone: (515) 271-2134
____ Entire Program and Luncheon $50
____ Luncheon & noon speaker only $25
Make Check
Payable to:
Kelley
Insurance Center at Drake University
Send
check to: Kelley
Insurance Center Drake University
212 Aliber Hall
Des Moines, IA 50311
Registration Must Be Received By Monday, March 11, 2002
QUESTIONS: Contact Judy Brannon (515) 267-5346 jbrannon@guidemail.com
February 2002
Topic: Implications of September 11th for Insurance Markets
Date & Time: Thursday, February 21 11:30 a.m.
Location: Hy-Vee Conference Center, 5820 Westown Parkway, West Des Moines
Cost: $15.00 per person
September 11th, 2001 was a historic and tragic event for America. The implications of this event on insurance markets could be profound. Insurance commissioner Terri Vaughan will share her thoughts on this important topic. Questions to: Jo Ann Olson (515) 225-5931 Jaolson@fbfs.com
To enable us to have an accurate count for food purposes, please call, fax, or e-mail reservations by February 14th to Nancy Green, Phone: (515) 280 2850 Fax: (515) 237 2016 E-mail: nancy.d.green@emcins.com Cancellations needed by February 14
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Make checks payable to: Iowa Chapter – CPCU
Mail checks to: Nancy Green, CPCU EMC Insurance, W4S 717 Mulberry Des Moines, IA 50309
Name(s):_______________________________________________________________
Company:___________________________ Total Enclosed: $_____________ Cost: $15 per person
January 2002
Note: There are two chapter sponsored events this month! The first event is "Keeping Your Career on Track – Tools of the Trade" and the second event is the Iowa Chapter's 50th Anniversary celebration. Details for both events are listed below:
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Topic: Keeping Your Career on Track – Tools
of the Trade How do I put a resume together and what should I include? What are employers looking for these days? How do I find out about that perfect job even before it is advertised or posted? These are just a few of the questions our three presenters will answer at our January luncheon meeting. This informative session will help you prepare for the future, no matter where you are on the career continuum. Questions to: Jennie LeGates (641) 236 6121 x4397 Jlegates@gmrc.com To enable us to have an accurate count for food
purposes, please call, fax, or e-mail reservations by January 14, 2002 to: Nancy Green Phone: (515) 280 2850
Fax: (515) 237 2016 --------------------------------------------------------------------------------------------------------------------- Make checks payable to: Iowa Chapter – CPCU Mail checks to: Nancy Green, CPCU EMC Insurance, W4S 717 Mulberry Des Moines, IA 50309 Name(s):_______________________________________________________________ Company:___________________________ Total Enclosed: _$_____________ Cost: $15 per person
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The Directors and Officers of
the Fiftieth Anniversary Celebration Open House Thursday, the Twenty-Fourth day of January, 2002 4:30 p.m. to 7:00 p.m. Program 5:30 p.m. Younkers Tea Room Seventh and Walnut, Des Moines, Iowa Hors d’oeuvre Buffet $25 Business Dress Reservations to Nancy Green 280-2850 Nancy.d.green@emcins.com Fax 237-2016 E-mail: nancy.d.green@emcins.com EMC Insurance Companies, w4s 717 Mulberry Street, Des Moines, IA 50309
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December 2001
Spouses and guests are encouraged to attend!
Topic: Humor in the Workplace and Increased Productivity
Date & Time: Thursday, December 20 5:00 p.m. to 7:00 p.m.
Location: Glen Oaks Country Club, 1401 Glen Oaks Drive, West Des Moines
Cost: $22.00 per person Hors d-oeuvres and social time is scheduled from 5:00 to 6:00, followed by an energetic and informative keynote by Gavin Jerome. Cash bar will be available.
Spouses and guests are encouraged to attend!
Many successful
companies have discovered that a sense of humor is critical to business success. Let Gavin Jerome "humor you" with one of the most energetic and informative keynotes around. Gavin shows how the effective use of humor can improve communication, reduce stress and tension, increase productivity and boost employee morale.Some keynoters educate, some inspire, some entertain. Gavin Jerome's keynotes are all three rolled into one unforgettable presentation!
Questions to: Jo Ann Olson (515) 225-5931
Jaolson@fbfs.comTo enable us to have an accurate count for food purposes, please call, fax, or e-mail reservations by
December 14th to: Nancy Green Phone: (515) 280 2850 Fax: (515) 237 2016E-mail: nancy.d.green@emcins.com
Spouses and guests are encouraged to attend!
Cancellations needed by December 18
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Make checks payable to: Iowa Chapter – CPCU
Mail checks to: Nancy Green, CPCU EMC Insurance, W4S 717 Mulberry Des Moines, IA 50309
Name(s):_______________________________________________________________
Company:___________________________ Total Enclosed: _$_____________ Cost: $22 per person
November 2001 I-Day
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AGENDA
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DATE & LOCATION Friday, November 16, 2001
University Park Holiday Inn 1800 50th Street West Des Moines, Iowa COST
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Regulator’s perspective of E-Commerce and NAIC Initiatives Rosanne Mead Rosanne is the Assistant Insurance Commissioner. She supervises the Consumer Affairs Bureau. This unit is responsible for consumer education and outreach and investigation of complaints about insurers. She is a graduate of Drake Law School and was in private law practice before joining the Insurance Division in 1990 and was named Assistant Commissioner in April 1995.
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Top 10 Technologies Affecting
Business in the Future
Randy Johnston, M.C.S., M.C.P. Randy is Executive Vice President of K2 Enterprises. Randy speaks on many topics including: Computer Hardware and Software, Local Area and Wide Area networking (LANs and WANs), top mid-range and ERP accounting products, Internet, Windows 95, 98, ME, NT, and 2000, Microsoft Office 97 and 2000, Windows applications, Computer Telephony, document imaging, SQL databases, interpersonal relations, Linux/UNIX, systems design, and video conferencing. He has been the top-rated speaker at the American Institute of CPAs (AICPA) technology conference several times in the past few years. Mr. Johnston is currently a stockholder in Network Management Group, Inc., a company that has been involved in network installations and consulting since 1982. His responsibilities with the company include outside consulting, strategic direction, and executive management. NMGI has approximately sixteen hundred networks installed in many different industries in virtually every state in the nation. He is also a partner in K2 Enterprises, the leader in CPA Technology CPE. K2 also offers banking seminars as well as in-house training.
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Conferment Ceremony John W. Reynolds, CPCU John is Vice President, Agency Development for the SAFECO Insurance Companies. He is responsible for Agent Education, Agency Business Consulting, and a new web-based offering for agents called the SAFECO Learning Center. He is President-Elect of the CPCU Society and will become president of the society in the fall of 2001. John has served the CPCU Society as chapter President of the Pacific Northwest Chapter, as a National Director and Regional Vice-President, and in other leadership roles. John previously served as the President of the Society for Insurance Trainers and Educators (SITE). John is the author of a number of texts and magazine articles and has been an active seminar leader, particularly in Agency Management topics. He was named director of Education and Training for SAFECO in 1985, was promoted to Vice President in 1989, and assumed his current duties at the beginning of 2001. |
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OCTOBER 2001 IOWA CHAPTER CPCU SOCIETY MEETING
Topic: Office Ergonomics and You, Leading Causes of Office Ergonomic Concern
Date & Time: Thursday, October 18 11:30 a.m.
Location: Urbandale Golf & Country Club, 4000 86th St, Urbandale
Cost: $15.00 per person
Have you ever had a neck ache or wrist soreness while working at your desk? Join us at our next meeting to get an enthusiastic fresh look at the leading causes of ergonomic injuries. Our speaker is Ken Strosahl of Strosahl’s Consulting Service, Inc. which specializes in Safety & Health Services. You can look forward to an energized, interactive exchange and discussion of ideas.
Questions to: Jo Ann Olson (515) 225-5931
Jaolson@fbfs.comTo enable us to have an accurate count for food purposes, please call, fax, or e-mail reservations by October 12th to:
Nancy Green Phone: (515) 280 2850 Fax: (515) 237 2016 E-mail: nancy.d.green@emcins.com Cancellations needed by October 16---------------------------------------------------------------------------------------------------------------------
Make checks payable to: Iowa Chapter – CPCU
Mail checks to: Nancy Green, CPCU EMC Insurance, W4S 717 Mulberry
Des Moines, IA 50309Name(s):_______________________________________________________________
Company:___________________________ Total Enclosed: _$_____________ Cost: $15 per person
SEPTEMBER 2001 IOWA CHAPTER CPCU SOCIETY MEETING
Topic: Errors and omissions exposures of property and casualty agents
Date & Time: Thursday, September 20 11:30 a.m.
Location: Wakonda Country Club, 3915 Fleur Dr, Des Moines
Cost: $18.00 per person
Our speaker is Jack Wharton of Peddicord, Wharton, Spencer and Hook, P.C. Through his work on errors and omissions cases, he will provide us with fact patterns seen in these types of cases. You can look forward to an interactive meeting with case studies and an interesting look at the E & O exposure of property and casualty agents.
Questions to: Jo Ann Olson (515) 225-5931
Jaolson@fbfs.comTo enable us to have an accurate count for food purposes, please call, fax, or e-mail reservations by September 14th to:
Nancy Green
Phone: (515) 280 2850
Fax: (515) 237 2016
E-mail:
nancy.d.green@emcinsCancellations needed by September 18
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Make checks payable to: Iowa Chapter – CPCU
Mail checks to: Nancy Green, CPCU
EMC Insurance, W4S
717 Mulberry
Des Moines, IA 50309
Name(s):_______________________________________________________________
Company:___________________________ Total Enclosed: _$_____________ Cost: $18 per person
Links to past meetings:
Please contact Nancy Green with comments about this page.
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