The Iowa Chapter Of The Chartered Property Casualty Underwriters Presents: 

I-DAY (Insurance Industry Day) I-DAY is proclaimed each year to recognize persons who have completed the requirements necessary to attain the CPCU designation, and as a forum to discuss insurance topics of current interest. Participation and attendance is open to anyone.  Register on-line or download the I-Day brochure (PDF)

Friday, November 3, 2006  | West Des Moines Marriott |  1250 Jordan Creek Parkway

AGENDA

8:00- 8:30 a.m. Registration 

8:30- 8:45 a.m. Opening Remarks and Introductions

8:45- 9:45 a.m. Keynote Speaker: Tana Goertz “Be Unforgettable”

9:45- 10:00 a.m. Networking Break

10:00- 11:00 a.m. Breakout Sessions:

Claims Path

Technology Path

Underwriting 

Path

Jeff Baill  "Subrogation / Comparative Fault Workshop"

Doug Jacobson "Computer Forensics/Network Security"

Craig Mathre: "Pitfalls in Commercial Property Insurance"

11:00- 11:15 a.m. Networking Break

11:15- 12:00 p.m. Breakout Sessions (continued)

12:00- 12:15 p.m. Networking Break

12:15- 1:45 p.m. Lunch and Conferment of New Designees: Betsey Brewer, CPCU Society National President

Class of 2006

Chad R. Beason  Hawkeye-Security Insurance Company 
Lora L. Cline  Grinnell Mutual Reinsurance Co. 
Gregory L. Feller  Pekin Insurance
Byron Frick  The Cincinnati Insurance Company
Lynette M. Hildebrand  Farm Bureau Financial Services 
Michele A. Hoyne  American Family
Janelle A. Larkin  Berkley Technology Services, LLC 
Kimberly J. Mouw  GuideOne Insurance
Kama Small  Grinnell Mutual Reinsurance Co. 
Phyllis Steffen  Grinnell Mutual Reinsurance Co. 
James R. Welch  Berkley Technology Services, LLC

If you have questions please contact: Kevin M. Seward, CPCU, CSRP, |  Farm Bureau Mutual Insurance Co.  |  515-225-5699  | kseward@fbfs.com

Tana Goertz

You may know Tana Goertz as the energetic finalist, Tana, of NBC’S The Apprentice. Tana grew up in a suburb of Philadelphia and is one of five children. Her business savvy was first noted at the age of nine where she sold telephone accessories door to door and depleted her inventory in record time. It was at this age that she realized her gift of selling.

Since then, Tana has proven to be highly ambitious and a true entrepreneur. She currently resides in Des Moines, Iowa where she successfully balances family and career as an entrepreneur, wife to the man of her dreams, and mother of two. She has successfully started many businesses, including clothing and furniture stores, and an internet commerce business. Tana’s highly competitive spirit has also led her to be one of the top saleswomen in the Mary Kay Organization. When Tana isn’t nurturing her career, she is nurturing her children. She prides herself on being a mother as her greatest accomplishment.  Together, she and her family enjoy rock-climbing, yoga, and other outdoor activities.

She strives to teach her children the importance of thinking BIG and following their dreams. This philosophy has inspired Tana to write and self-publish a children’s book titled I’m Bigger Than This!. I’m Bigger Than This! encourages children to reach for the stars and to love the skin they are in. Her book has been well received from children of all ages, as well as teaching professionals. The book has been described as a must-have for every classroom.  Since her appearance on The Apprentice, Tana has been in high demand to speak publicly for many types of businesses around the country. She has been praised for her motivational style, her infectious personality, and unmatched energy. Tana is grateful for this new platform and feels blessed to reach more people every day.

As one who continues to reach for the stars, Tana pursues new opportunities daily. She is currently the international spokesperson for the Bedazzler, a product she made famous from her appearance on The Apprentice. Tana also enjoys unconventional challenges earning the title of Arm Wrestling Champion of West Des Moines.

Most recently, Tana battled it out with other Reality Stars on NBC’s Fear Factor.  Tana’s sharp instincts, talent to sell anything to anyone, and aptitude to work and lead with strength and a positive attitude have no doubt contributed greatly to her success. She will forever be proud of the challenges she faced on The Apprentice. Tana is a firm believer of creating a positive destiny through hard work and determination. Her success in all aspects of her life is proof that it works.

Jeff Baill 

Jeff is a nationally recognized subrogation attorney who has handled virtually every type of subrogation matter in his 26 years of practicing law. After graduating from the University of Michigan he received his law degree from Hamline University School of Law. In addition to practicing law Jeff consults with Insurance companies’ subrogation units and Self Insureds to increase their effectiveness. Jeff has directly handled or supervised over 35,000 subrogation litigation files. He is the current managing partner at the law office of Yost & Baill in Minneapolis. In 1998 Jeff founded the National Association of Subrogation Professionals. He served as President for the first four years of the organization and has played a key role in developing their educational programs. He was the driving force behind the creation of the Certified Subrogation Recovery Professional program and also holds the designation. Jeff currently serves on the Board of Directors for the United States Tenn Association Northern Section and has also served as the president of a prominent United Way agency. He has been named a Super Lawyer by Law & Politics magazine and other publications.

Dr. Doug Jacobson 

Doug is an Associate Professor in the Department of Electrical and Computer Engineering at Iowa State University. Doug is currently the director of the Iowa State University Information Assurance Center, which has been recognized by the National Security Agency as a charter Center of Academic Excellence for Information Assurance Education. Doug also works with local law enforcement and is a certified computer forensics analyst for the Iowa State University Police department. Doug is the founder of Palisade Systems, Inc., an Ames-based company marketing Internet management and security devices. Doug has received two R&D 100 awards for his security technology and has two patents in the area of computer security.

Craig A. Mathre, CIC, CPCU, CLU, ASLI, AU, AIC, ARM, AAM, ARE 

Craig is a Vice President of a specialty underwriting division of Markel Corporation, based in Glen Allen, VA. He is a graduate of the University of Iowa with a B.B.A. in Marketing and Administrative Management. Craig has been extremely active in insurance training and education throughout his career. He serves as a course instructor for various CPCU classes and also conducts Commercial Property CIC Institutes for the National Alliance for Insurance Education and Research. He has also developed online course curriculum for the CISR program. Craig has a strong interest in the important role that agents and brokers play in our industry and is pleased to be able to participate in the Iowa Chapter of CPCU I Day.

Betsey L. Brewer, CPCU 

Betsey is Senior Vice President of The Rule Company, a regional broker in Pasadena, CA. She received her CPCU designation in 1981 and has served the Los Angeles Chapter in various capacities including President. She has served as a CPCU Society Governor and as a third-year Governor on the Society’s Executive Committee. Betsey is currently President of the CPCU Society. Outside of the Society, Betsey is a member of the Board of Directors for IBA-West, a Trustee of the CPCU-Loman Education Foundation and Trustee of the American Institute for CPCU/Insurance Institute of America. Betsey is past president of the Independent Insurance Agents & Brokers Association of Los Angeles and has served on the Insurance Skills Center Board of Directors. Along with her other activities, Betsey is a member of the Board of Directors for the Angeles Girl Scout Council. Betsey has been honored by her peers with the Rie Sharp Insurance Person of the Year in 1998 and with the CPCU Society Leadership Recognition Award in 1999. Betsey and her husband Don reside in Los Angeles.

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