Tue, 03/01/2022 - 23:15
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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