July 2021 Meeting Minutes

Mon, 08/09/2021 - 23:15
by Cindy Fiorilli

CPCU Meeting Minutes



Travis Owens, Co-President, Webmaster

Cindy Fiorilli, Secretary

Rachelle Cohen

Allison Sickler

Carole Britton-Grant







New Business


  • Golf Outing Recap:  We had 7 foursomes play at Twin Ponds in our first golf fundraiser.  We made profit of $566.93 and donated $300 of this to the United Way as agreed by the Board.  Some points to consider next year:
    • Keep in June or move to July?
    • Maybe plan a rain date?
    • Consider donations from sponsors and advertise their company on a sign by a hole
    • We need more raffle tickets than we had (250) as they sold out
    • Consider options for online payments instead of PayPal and cash at the event; Carole will look into a third party option that some larger chapters use.



  • Summer social event:  We will look for a place with outdoor space to hold this – suggestions included Celtic Harp, Piggy Pat’s, Babe’s or the Brewery.  Travis & Allison have not yet worked on this.  Maybe late July or August.


  • Feedback from National meeting:  Travis attended this last week and shared that there is a new membership strategy in the works which will involve different levels of membership for different fees.  He said that currently there are 13,500 current members down from a high of 30,000 in the past.  These stages of membership include:  Student, Academic, Pathways (enrolled in CPCU classes), CPCU Professional, Post Career.  This is targeted to be rolled out 10/1/21.  Specifics to be shared by National.


  • Diversity COE:  We did not have time to finish the diversity discussion for Circle of Excellence so will include this at our next meeting.


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


Thursday August 1, 2021 @ 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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