Nov 6
Local Event

Call for Nominations for 2019 Board Of Directors and Officers

11/06/18 9:00am to 11/13/18 5:00am

Greetings,

The Rhode Island Chapter of the Chartered Property Casualty Underwriters is pleased to announce the call for nominations for the 2019 Board of Directors is now open and we are seeking candidates for the open positions of Vice President, Public Relations Director, Programs Director, Membership Director, and a general Accountant.

Service on the Board of Directors of RI CPCU is an opportunity to work with other leaders in the industry. Board service is a chance to grow personally and professionally, to develop skills, gain unique experience and make lasting connections with a team of other passionate and motivated professionals.  Board service also provides these unique opportunities: 

  • Develop valuable skills in non-profit governance, program planning and strategic planning 
  • Expand your network of professional contacts
  • Gain recognition from your employer, community, or peers 

Candidates must meet a professional standard of excellence by demonstrating the following: 

  • Hold an active membership in the RI Chapter Chartered Property Casualty Underwriters.
  • Be in good standing with the Chartered Property Casualty Underwriters Society.
  • Have time to dedicate to fulfilling their responsibilities.

The Call for Nominations closes on Tuesday, November 13, 2018.  If you are interested in one of the positions or would like to nominate someone, email your interest or nomination to rhodeislandcpcu@cpcusociety.org. New board members take office on January 1, 2019 and are formally installed at our January event. 

Position Descriptions: 

Vice President:

Elected volunteer who will assist the president with his or her duties of managing the chapter. The RI CPCU Vice President commitment is a total of four years (one as Vice President, President-Elect, President, and Past President; Please review all position descriptions).    

Roles and Responsibilities in order of importance:

Attend all board of directors meetings; Assist the president in his or her duties; Represent the president in his or her absence and in the absence of the president-elect; Attend chapter membership meetings and events as needed;  Develop and implement a succession and transition plan;  Oversee chapter volunteers and projects as needed; Direct the Circle of Excellence submissions;  Oversee the operations committee, if applicable; Attend and support the CPCU Society Annual Meeting and Leadership Summit.

 

Public Relations Director:

Volunteer responsible for communicating with the other volunteer leaders, specifically the events and programs chair, the membership chair and the webmaster, to develop and implement strategies to inform and engage current and potential members on member benefits, events and programs, and the value of CPCU Society membership through email and social media outlets. This volunteer is the driving force behind the creation and distribution of all print and electronic content.

Roles and responsibilities:

Coordinate the creation and distribution of email and print communications both internally and externally; Create social media plan and draft posts for upcoming events; Moderate (as needed) chapter social media channels; Provide recommendations to communications chair and other officers on optimizing the use of social media and the website to engage members and meet strategic goals; Encourage others to comment on posts and share them with others;  Monitor and aim to increase measurable activity and user interactions for all social media outlets; Ensure alignment with Society social media, website, branding and best practices;  Keep abreast of cutting-edge web trends to ensure chapter remains technologically up-to-date.

 

Programs Director:

Volunteer charged with planning and implementing chapter meetings, social and networking events, and online programs in order to engage current and prospective members. This volunteer works closely with the education chair to ensure high-quality professional development offerings, such as the annual May Education forum.

Roles and Responsibilities:

Spearhead special events development and implementation, which may include Good Works projects, I-Day events, group socials and so forth; With the membership chair, develop regular networking opportunities to keep members engaged and encourage recruitment; Manage contract and vendor negotiation process, as appropriate;  With the education chair, plan content and speakers to engage members and help the chapter meet its strategic educational goals; Maintain budget of expenses and revenue for each event; Attend chapter board meetings as needed; Develop and implement a succession and transition plan; Develop a detailed agenda for each member event; With the communications chair, oversee the marketing of all events and programs; As needed, schedule, logistically coordinate and attend chapter member meetings.

 

Membership Director:

Volunteer responsible for recruitment, growth and outreach, the membership chair addresses the needs of chapter membership through means such as program development and delivery, to ultimately recruit and retain members in accordance with chapter policies and bylaws.

Roles and Responsibilities:

Maintain the membership records and roster for the chapter; Answer general membership inquiries; respond to member/nonmember information inquiries and other requests for assistance; Attend chapter board and membership meetings and events as needed; Provide communication list/member updates to officers; Engage potential members of the Society and the chapter and encourage them to become members; Develop and implement a succession and transition plan; Ensure that members are aware of available services and benefits; Develop and maintain a chapter membership recruitment plan that ensures continued growth through proactive recruiting and partnering with major area employers; Promote the value of the Society and chapter membership; Acknowledge receipt of dues and renewal of membership; Develop and implement a member retention plan to achieve overall Society goals; Develop and implement membership welcome and engagement plans; Coordinate the production and distribution of timely membership reports, such as monthly membership reports by demographics (city, state, age, industry, and so forth).

 

See the attachement for a full description of roles and responsibilities and more information on the Board position descriptions, roles and responsibilities.

Regards

David A. Mosby, CPCU

2018 RI CPCU Chapter President

Event Materials

Greetings,

The Rhode Island Chapter of the Chartered Property Casualty Underwriters is pleased to announce the call for nominations for the 2019 Board of Directors is now open and we are seeking candidates for the open positions of Vice President, Public Relations Director, Programs Director, Membership Director, and a general Accountant.

Service on the Board of Directors of RI CPCU is an opportunity to work with other leaders in the industry. Board service is a chance to grow personally and professionally, to develop skills, gain unique experience and make lasting connections with a team of other passionate and motivated professionals.  Board service also provides these unique opportunities: 

  • Develop valuable skills in non-profit governance, program planning and strategic planning 
  • Expand your network of professional contacts
  • Gain recognition from your employer, community, or peers 

Candidates must meet a professional standard of excellence by demonstrating the following: 

  • Hold an active membership in the RI Chapter Chartered Property Casualty Underwriters.
  • Be in good standing with the Chartered Property Casualty Underwriters Society.
  • Have time to dedicate to fulfilling their responsibilities.

The Call for Nominations closes on Tuesday, November 13, 2018.  If you are interested in one of the positions or would like to nominate someone, email your interest or nomination to rhodeislandcpcu@cpcusociety.org. New board members take office on January 1, 2019 and are formally installed at our January event. 

Position Descriptions: 

Vice President:

Elected volunteer who will assist the president with his or her duties of managing the chapter. The RI CPCU Vice President commitment is a total of four years (one as Vice President, President-Elect, President, and Past President; Please review all position descriptions).    

Roles and Responsibilities in order of importance:

Attend all board of directors meetings; Assist the president in his or her duties; Represent the president in his or her absence and in the absence of the president-elect; Attend chapter membership meetings and events as needed;  Develop and implement a succession and transition plan;  Oversee chapter volunteers and projects as needed; Direct the Circle of Excellence submissions;  Oversee the operations committee, if applicable; Attend and support the CPCU Society Annual Meeting and Leadership Summit.

Public Relations Director:

Volunteer responsible for communicating with the other volunteer leaders, specifically the events and programs chair, the membership chair and the webmaster, to develop and implement strategies to inform and engage current and potential members on member benefits, events and programs, and the value of CPCU Society membership through email and social media outlets. This volunteer is the driving force behind the creation and distribution of all print and electronic content.

Roles and responsibilities:

Coordinate the creation and distribution of email and print communications both internally and externally; Create social media plan and draft posts for upcoming events; Moderate (as needed) chapter social media channels; Provide recommendations to communications chair and other officers on optimizing the use of social media and the website to engage members and meet strategic goals; Encourage others to comment on posts and share them with others;  Monitor and aim to increase measurable activity and user interactions for all social media outlets; Ensure alignment with Society social media, website, branding and best practices;  Keep abreast of cutting-edge web trends to ensure chapter remains technologically up-to-date.

Programs Director:

Volunteer charged with planning and implementing chapter meetings, social and networking events, and online programs in order to engage current and prospective members. This volunteer works closely with the education chair to ensure high-quality professional development offerings, such as the annual May Education forum.

Roles and Responsibilities:

Spearhead special events development and implementation, which may include Good Works projects, I-Day events, group socials and so forth; With the membership chair, develop regular networking opportunities to keep members engaged and encourage recruitment; Manage contract and vendor negotiation process, as appropriate;  With the education chair, plan content and speakers to engage members and help the chapter meet its strategic educational goals; Maintain budget of expenses and revenue for each event; Attend chapter board meetings as needed; Develop and implement a succession and transition plan; Develop a detailed agenda for each member event; With the communications chair, oversee the marketing of all events and programs; As needed, schedule, logistically coordinate and attend chapter member meetings.

 

Membership Director:

Volunteer responsible for recruitment, growth and outreach, the membership chair addresses the needs of chapter membership through means such as program development and delivery, to ultimately recruit and retain members in accordance with chapter policies and bylaws.

Roles and Responsibilities:

Maintain the membership records and roster for the chapter; Answer general membership inquiries; respond to member/nonmember information inquiries and other requests for assistance; Attend chapter board and membership meetings and events as needed; Provide communication list/member updates to officers; Engage potential members of the Society and the chapter and encourage them to become members; Develop and implement a succession and transition plan; Ensure that members are aware of available services and benefits; Develop and maintain a chapter membership recruitment plan that ensures continued growth through proactive recruiting and partnering with major area employers; Promote the value of the Society and chapter membership; Acknowledge receipt of dues and renewal of membership; Develop and implement a member retention plan to achieve overall Society goals; Develop and implement membership welcome and engagement plans; Coordinate the production and distribution of timely membership reports, such as monthly membership reports by demographics (city, state, age, industry, and so forth).

Click the link for a full description of roles and responsibilities and more information on the Board position descriptions, roles and responsibilities.

Regards

David A. Mosby, CPCU

2018 RI CPCU Chapter President

Presentations