Feb. 2022 Meeting Minutes

Tue, 03/01/2022 - 23:15
by Cindy Fiorilli

CPCU Meeting Minutes

2/3/22

Attendees:

Travis Owens, Co-President, Webmaster

Cindy Fiorilli, Secretary

Jim Lombardo, Co-President

Carole Britton Grant

 

Open items

 

  • Circle of Excellence
    • Travis and Jim worked on the COE and sent it to Carole and she submitted it

 

  • Goals for 2022
    • Jim and Travis put together a list of carriers and will reach out to them to discuss the benefits of membership in CPCU
    • Leadership Summit – Carole pointed out that this would be likely be offered both in-person and virtual.  It’s planned for April 28 – 30 in Las Vegas.  Travis would like to attend if virtual.  Jim suggested sending someone who might not be an active member currently but might be interested in joining
    • Diversity class – Jim has put this together and taught the 1 hour credit class virtually.  He suggested we offer it for free.  We aren’t sure how many members would be interested in a 1 credit class.  Carole suggested using INteract to offer the class to any member not just our chapter.
    • Travis is asking Deb Wheelock to organize the golf outing.  She has experience with these types of events.

 

Next meeting:  First Thursdays of each month – Travis scheduled in our calendars.

 

Thursday March 3, 2022 @ 8 am - call in details below.  Any member is welcome to join our monthly meetings.

 

Any ideas, questions, comments or concerns, please let us know.

 

Phone 425-436-6200

Access Code 819487

Host Pin:  7542

 


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