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#