Oct. 2021 Meeting Minutes

Fri, 10/08/2021 - 23:29
by Cindy Fiorilli

CPCU Meeting Minutes



Travis Owens, Co-President, Webmaster

Cindy Fiorilli, Secretary

Jim Lombardo, Co-President

Teresa Reese

Carol Britton-Grant


New Business


  • Virtual workshop with Matt Episcopo:  Travis targeting 4th week October or 1st week November.  Jim said to spread the word on social media sites and our chapter site.  Matt is charging same as last time $500.  We will not charge our members.  Likely a 4:30 to 5:15 timeframe. 


  • Diversity COE:  NYS DFS has added a licensing requirement for 1 hour diversity inclusion training.  Jim is creating a 1 hour class with the state that should be approved around Nov/Dec.  If we tie this into a meeting we can use it for our Circle of Excellence.  We will look to do a virtual meeting before end of year.


  • Local awareness of chapter:  Travis suggested that we try to establish connections with our local insurance companies/agencies/appraisers to bring awareness of our chapter.  Some companies do pay for the CPCU membership dues (Utica First, NYCM) but some do not(Hartford).  Maybe we’re missing an opportunity to promote the CPCU designation.


Old Business


  • Jim mentioned the ongoing struggle our small chapter has had for years now and Carol added we are not alone.  The baby boomer retirements of active members who retire and are no longer involved along with the smaller amount of new designees has led to a dwindling member base.  Jim will reach out to the leaders in Buffalo to maybe get some ideas of what they do to keep members involved.  They have a much larger base given the size of their area but if we can get some new ideas it may help.



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


Thursday November 4, 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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