CPCU Board Meeting Minutes 4/6/17

Thu, 04/06/2017 - 08:28

CPCU Meeting Minutes

04/06/17

 

Attendees:

Cindy Fiorilli, Pres

Jim Lombardo, Treas

Rachelle Cohen, VP

Heather Burgdoff, Sec

Bob Bullwinkle, Web Master

 

 

 

Old Items

Project Invest

We had 4 students shadow at Utica Mutual in March. Nothing new scheduled for April.

Social event

Rachelle & Jim have a secured the upstairs of the Celtic Harp on March 29th, from 5:30 – 7:30. About 12

Ethics Dinner

We had about 4 CPCU’s

Ongoing Items

IDay

Bill, Cindy, Jim and Stephanie Nesbitt conference called to discuss I-Day scheduled for October 11, 2017. Stephanie suggested the Presidents Panel discussion be revised to offer a different format than the last couple of years. Anyone with any ideas on topics or speakers please let us know.

New Items

New Designees

1 new – Allison Sickler from NYCM

Treasurers

Jim will have Financials 1st quarter by next week.

May 4th, is the next Board meeting @ 8 am.

Conference Dial-in Number: (641)715-3272

Host Access Code: 857062*

Participant Access Code: 857062#


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