|
|
 |
|
|
|
|
11/21/08 - ANNUAL CPCU CONFERMENT LUNCHEON |
|
|
|
|
|
|
|
RESERVE THE DATE: ANNUAL CPCU CONFERMENT LUNCHEON
Our Annual Conferment Luncheon will be held on Friday, November 21, from 11:30AM -2:30 PM at:
Cipriani
55 Wall Street
New York, NY 10005
In addition to honoring our New Designees, the event provides an outstanding opportunity to network with representatives from across the industry, including carriers, brokers and consultants.
This year's Keynote Speaker is Kevin Kelley, Chairman and CEO of AIG's Lexington Insurance Company. Lexington is the largest excess and surplus lines carrier in the industry. Mr. Kelley has important observations and insights on the current and future prospects for the industry and we expect that the event will be very well attended. In addition to the professional acknowledgement you will receive, this is also an important networking opportunity for you.
Tickets: $125 per person. (Complimentary for New York Chapter CPCU designees -- you will be contacted separately)
Includes cocktail reception and lunch. Space is limited; Reserve Now!
Click on link below to Register:
http://www.acteva.com/booking.cfm?bevaid=169612
Interested in advertising at the Conferment Luncheon? This is a great opportunity to communicate with decision-makers at carriers, brokers and other industry consultants.
For more details, contact Susan Villano at 917-778-6458 and at SVILLANO@travelers.com.
Sponsorship opportunities are also still available. For further information, please contact Bart Shachnow at 917-406-6766 and bart.shachnow@aig.com.
|
|
|
 |
|
 |
|
|
|
|
10/21/08 - SPEED NETWORKING EVENT w/NAIW |
|
|
|
|
|
|
|
SPEED NETWORKING EVENT WITH NEW YORK CHAPTER OF NATIONAL ASSN. OF INSURANCE WOMEN
Ever heard of “speed dating”? This is where you spend 2 minutes with a prospective date, deciding if a “connection” is worthwhile. If so, you exchange phone numbers or business cards and move on to the next candidate. Very simple. And very effective.
Think about the possibilities of applying this concept to business networking. Your chapter is teaming up with the New York Chapter of the National Association of Insurance Women to hold a speed networking event. This will give you the chance to meet many other professionals in the industry who can help you advance your career, provide some advice, or connect with someone else who can help advance your career.
Mark your calendar for Tuesday, October 21 at 6:00PM
The Ketch, 181 Pearl Street, NYC 10005
Cost : $45 Click button below to register!
Or Register at this link: http://www.acteva.com/booking.cfm?bevaid=169179
|
|
|
|
|
|
|
|
|
|
Climbing the Corporate Ladder: Strategies to Move Ahead During Tough Times |
|
|
|
|
|
|
|
The CPCU Society and the New York Chapter proudly present:
Climbing the Corporate Ladder: Strategies to Move Ahead During Tough Times
Friday, December 12, 2008
9AM-12PM
Location:
ACE Insurance
140 Broadway/41st floor
New York, N.Y., 10005
Price: New York, New Jersey, Long Island and Westchester Chapter CPCU Members $75
Non-Members $99
Today’s changing business and economic environments have created enormous shifts, especially with regard to career opportunities.Those professionals who can embrace change and think beyond traditional roles will be best prepared for career growth. Learn how to best position your career for success in this seminar led by Marty Murphy, CPCU and Senior Vice President of Jacobsen Associates, a leading insurance recruiting firm.
Click button below to register!
|
|
|
|
|
|
|
|
|
2008 New York Chapter Conferment Luncheon a Great Success!
The 2008 New York Chapter Conferment Luncheon was a great success! Over 190 people attended the event. We acknowledged and welcomed 22 new CPCU designees into our Chapter. Kevin Kelley, our Keynote Speaker, offered important insights into what organizations need to do to be resilient enough to weather the major changes that are happening to our economy and our industry. Finally, we honored Ernesta Procope with an Excellence Award for promoting diversity within the insurance industry. More information and pictures will follow shortly.
We thank the following sponsors, advertisers and patrons for their generous support:
Conferment Luncheon Sponsors
Keynote Speaker Sponsor
Advertisers
- AIG Insurance School
- Arch Insurance
- Bollinger
- E.G.Bowman
- Insurance Services Office
- Kaplan Scherzer
- Lexington Insurance
Patrons
- Chubb
- Discover Re
- St Johns School of Insurance
|
|
|
|
|
|
|
Pictures from 2007 Hawaii CPCU |
|
|
|
|
|
|
|
Bart Schachnow and New York Chapter President John R. DiForte
Randi Kaplan and Floy Daugherty (Atlanta CPCU Chapter President) with new designees.
Past President New York Chapter Mark Smith and designee.
Other pictures:
Beach in "From Here to Eternity"
Hawaiian beach sunset
|
|
|
|
|
|
|
NY Chapter CPCU New Designee Meet and Greet |
|
|
|
|
|
|
|
|
Climbing the Corporate Ladder: Strategies to Move Ahead During Tough Times |
|
|
|
|
|
|
|
The CPCU Society and the New York Chapter proudly present:
Climbing the Corporate Ladder: Strategies to Move Ahead During Tough Times
Friday, December 12, 2008
9AM-12PM
Location:
ACE Insurance
140 Broadway/41st floor
New York, N.Y., 10005
Price: New York, New Jersey, Long Island and Westchester Chapter CPCU Members $75
Non-Members $99
Today’s changing business and economic environments have created enormous shifts, especially with regard to career opportunities.Those professionals who can embrace change and think beyond traditional roles will be best prepared for career growth. Learn how to best position your career for success in this seminar led by Marty Murphy, CPCU and Senior Vice President of Jacobsen Associates, a leading insurance recruiting firm.
Click button below to register!
|
|
|
|
|
|
|
Brainstorming the Next Generation of Insurance Products |
|
|
|
|
|
|
|
SOLD OUT!!!!
Brainstorming the Next Generation of Insurance Products
Overview
This exciting, highly interactive program will examine the process by which insurance and risk management products are conceived, underwritten, priced, market-tested, and evaluated. All lines of insurance are considered. Participants will be encouraged to brainstorm the next generation of products based on a variety of factors, including economic, social, regulatory, political, and other criteria. This program will help you see the insurance industry--and your vital role in it--in a whole new way. The program will be led by Ty Sagalow, Chief Innovation Officer for Zurich Insurance
Date: Friday, January 30
Time: Registration and Continental Breakfast: 8:30-9:00AM
Program: 9AM-12PM
Location:1 Liberty Plaza, 33rd floor
New York, N.Y.
Price: $50 for members
$75 for non-members
Continuing Education Credits
This course has been submitted for three (3) insurance continuing education credits for all lines of insurance licensure.
|
|
|
|
|
|
|
|
|
|
NEW YORK CHAPTER TEAMING UP WITH ST.JOHN'S |
|
|
|
|
|
|
|
NEW YORK CHAPTER TEAMING UP WITH ST.JOHN'S
Our New York Chapter is teaming up with St. John’s School of Risk Management, Insurance, and Actuarial Science (SRM) in Manhattan to develop a variety of training programs of interest to our membership. One major initiative includes the development of a program for “I-Day”, a program targeted for June 2009 that will focus on risk management strategies for companies, brokers and consultants (more details to follow in future Chaptergrams).
The Chapter is also proud to endorse SRM’s outstanding insurance courses for the CPCU and other Insurance Institutes of America designations. Upcoming classes at SRM include CPCU, ARe (Associate in Reinsurance), AMIM (Associate in Marine Insurance Management), ARM (Associate in Risk Management), and INS (Program in General Insurance) courses.
Classes are held at St. John’s Manhattan campus at 101 Murray Street in lower Manhattan. Courses start the third week of January 2009; all include review sessions and carry continuing education credits.
Click on http://www.stjohns.edu/academics/graduate/tobin/education to review St. John’s program offerings and registration procedures, or call or E-mail SRM’s Center for Professional Education (at 212-277-5161;cpe@stjohns.edu) for further assistance.
Click link below to see list of courses available:
http://newyork.cpcusociety.org/file_depot/0-10000000/0-10000/8257/folder/65705/STJ.doc
|
|
|
|
|
|
|
|
|
New York Wins Gold!!!
The CPCU Society’s Circle of Excellence Recognition Program recognizes each chapter for its efforts to achieve benchmarks in chapter performance. Plus, the program provides officers, committee members, and task force chairmen with the structure and guidance they need to best serve their members. Chapters can earn Gold, Silver, or Bronze recognition by completing key initiatives of the Society’s strategic plan.
THE NEW YORK CHAPTER HAS WON THE GOLD!!!!
CIRCLE OF EXCELLENCE ceremony held in Philadelphia (NY Chapter represented by John DiForte and Bart Shachnow upper right)
|
|
|
|
|
|
|
Crime Scene Investigation, Insurance Style: April 28 at Bayard's |
|
|
|
|
|
|
|
Crime Scene Investigation, Insurance Style: April 28 at Bayard's
Join us at Bayard's at One Hanover Square on Tuesday, April 28, from 11AM-1PM for an exciting presentation on forensic techniques used in crashes, accidents and injuries to determine liability, claims payments, and potential fraud. Presented by National Forensic Consultants. Sign up now, first come-first served. Filed for insurance continuing education credit.
Members: $65
Non-members: $75
Click button below to register!
|
|
|
|
|
|
|
FORE: May 28 Networking and Golf at Chelsea Piers-RESERVE NOW |
|
|
|
|
|
|
|
We're having a party at Chelsea Piers on Thursday, May 28, from 6-8:30PM!
Enjoy cocktails, networking and socializing in the Ryder Cup Room. Then take a few short steps to the driving range; the entire platform has been reserved for our use and golf pros will be roaming the tee boxes offering swing tips. Have fun, make connections, and improve your game!
Reserve now, space is very limited and this will be FIRST COME, FIRST SERVED!!!
Date: Thursday, May 28
Time: 6:00-8:30PM
Place: The Golf Club at Chelsea Piers
Cost for CPCU Chapter Members: $65
Cost for non-members: $85
Cost for members of the following co-sponsoring organizations: $65
NYC Association of Insurance and Financial Advisors
Chinese-American Insurance Association
Insurance Brokers Association of New York
Association of Professional Insurance Women
Click button below to register!
|
|
|
|
|
|
|
Fore! Reserve your calendar for Networking and Golf on Thursday, May 28 at Chelsea Piers |
|
|
|
|
|
|
|
|
The Power of CPCU Society Interest Groups! |
|
|
|
|
|
|
|
June 12: The Power of CPCU Society Interest Groups! Reserve Now!
CPCU Society Interest Groups are an invaluable resource for all insurance professionals. They give you an opportunity to get critical insights and information on important industry topics, developments, and trends, and most importantly to network, interact with, and make important connections with people in the field*.
On Friday, June 12, the CPCU Society/New York Chapter presents "The Power of Interest Groups", a half-day program which will provide important information you need to know as well as great networking opportunities. This program has been submitted for 3 Continuing Education credits.
Date: Friday, June 12
Time: 8:30AM-12:30PM
Location: St. Johns School of Insurance and Risk Management
101 Murray Street, New York, N.Y.
Price: $50
Plus, if you enroll before June 5, you will be able to bring along a guest for free!
*Interest Group sections include Agent and Broker; Claims; Consulting, Litigation and Expert Witness; Excess and Surplus/Specialty Lines; Information Technology; International Insurance; Leadership and Managerial Excellence; Loss Control; Personal Lines; Regulatory and Legislative; Reinsurance; Risk Management; Senior Resource; and Underwriting.
Click button below to register!
|
|
|
|
|
|
|
|
|
|
June 23rd: PAST PRESIDENTS LUNCHEON: RESERVE NOW! |
|
|
|
|
|
|
|
June 23rd: PAST PRESIDENTS LUNCHEON
Our Past Presidents Luncheon is Tuesday, June 23, from 11:30AM-1:30PM at Bayard's at Hanover Square.
Join us as we review the past year, honor past presidents, and transfer leadership to our incoming president.
CPCU Chapter Members: $45
Non-members: $55
Click button below to register!
|
|
|
|
|
|
|
Letter from Our President |
|
|
|
|
|
|
|
Dear Fellow Chapter Members:
As my term as your president comes to an end next month, I want to report on where we have been and where we're going…
First, and most importantly, I think it's been a great year. We have accomplished a lot. Our immediate past president, John DiForte provided excellent guidance (and kept us on sound financial footing). And I have been working closely with our President-Elect, George Corde, to continue our positive forward momentum.
We focused on, and managed to accomplish several important projects this year…
Developed partnerships and collaborations with other organizations: membership organizations in all industries are struggling for relevance and new members. Ours is no exception. We partnered with, and plan on building mutually beneficial relationships with several organizations whose members can mutually benefit by sharing resources and collaborating on events. These organizations include the Association of Professional Insurance Women (APIW), the Insurance Brokers Association of New York (IBANY), the New York City Association of Insurance and Financial Advisors (NYCAIFA) and the Chinese American Insurance Association (CAIA). We have also re-established and built a closer working relationship with the St Johns School of Risk Management, which has one of the nation's leading insurance and risk management programs. St Johns has a formidable range of CPCU and other professional designation preparation and review courses. By making it easier for people to earn their CPCU designations, we can increase our membership ranks.
Developed Leadership Committees: we established committees focused on accomplishing critical Chapter functions. Committees were established for: the Chapter Conferment Luncheon, for the Circle of Excellence initiative; for I-Day; for our website, the Applegram, and for Membership Development. We focused on giving our younger Chapter members committee chair, or co-chairperson responsibilities and assigned as mentors members of our Board.
Developed Professional Designation Task Force at AIG: Chapter members who are also AIG employees developed and led a task force designed to promote interest in, and awareness of the CPCU, and other professional designation programs available through the AICPCU/IIA. Task force members primarily consisted of CPCUs in all eleven AIG Domestic Broker Group (DBG) regions. Quarterly meetings with task force members were held to share information and ideas; a dedicated internal website with CPCU-related resources was built and regular CPCU informational sessions were held.
Increased membership: Lou Nunez led our membership development effort, particularly focusing on reaching out to inactive members to get them more involved. We are starting to see positive results in this area. In addition to the above, we held a healthy schedule of activities and events throughout the year, as indicated below:
July
- We had a New Designee Networking Event at a popular bar in the East Village. This provided an opportunity to congratulate this group, and encourage their participation and involvement in Chapter activities;
- George Corde, our President Elect, on two business trips to Miami and Dubai, made separate presentations to corporate risk management employees on the benefits of the CPCU designation.
September
- We had a meeting/networking event and private tour at the BODIES exhibit at the South Street Seaport. Without sounding too morbid, the private tour played to our risk management instincts and gave us insights into how injuries and self-inflicted damage (like smoking and other unhealthy lifestyles) can wreak havoc on the body;
- We participated actively in the Annual Conference in Philadelphia, holding a New Designee reception with the Long Island Chapter and participating in the Diversity reception on behalf of AIG;
- I presented "Accountability: The Ethical Imperative" at the National African American Insurance Association's Annual Conference in Philadelphia
October
- We co-sponsored with the National Association of Insurance Women (NAIW) on a Speed Networking event. This event combined the best of "speed dating" with conventional business networking in a way that allowed participants a fun way to meet new people and expand their contacts. We coordinated this with Michelle Pertesis, President of the NAIW and a newly-minted CPCU designee and Chapter member;
- We co-sponsored a golf outing with the Long Island Chapter. The proceeds of the event went to the LI Chapter's Insurance Education Scholarship Fund and the Interfaith Nutrition Network;
- We made a Connections visit to Willis and made a presentation to associates in their Management Development program on the professional and personal benefits associated with the CPCU designation
November
- We held our Conferment Luncheon at the spectacular Cipriani's at 55 Wall Street. While we feared a low turnout because of the market turmoil, over 200 people attended the event. The event was especially challenging for us: Martin Sullivan was our original keynote speaker but had to excuse himself after he was deposed as CEO at AIG. Robert Willumstad, his successor graciously agreed to fill the role until the same fate befell him. Ultimately (and very fortunately), we were able to secure Kevin Kelley, then CEO of Lexington Insurance (and now at Ironsure) as keynoter. Jim Marks, EVP of the Society and Pete Miller, CEO of AICPCU/IIA sat on the dais with Pete serving as Conferring Officer;
- We issued an Excellence Award to Ernesta Procope, Chairwoman of E.G. Bowman, for her groundbreaking life work in promoting diversity and expanding opportunities for minorities in the insurance business, and to Kevin Kelley, CPCU, for being a role model in promoting the benefits of earning the CPCU designation
- We also brought in new, non-insurance company Conferment Luncheon sponsors, including Kaplan Financial and Sidley Austin, a law firm.
January
- We co-sponsored our annual luncheon with the Association of Professional Insurance Women. Brian Duppereult, President and CEO of Marsh & McLennan, made the keynote presentation. Prior to his keynote speech, I had an opportunity to address the audience on the benefits of the CPCU designation
- We held "Brainstorming the Next Generation of Insurance Products", an interactive, Continuing Education-accredited program led by Ty Sagalow, head of Zurich's product development unit. The program was oversubscribed and we had to turn away audience.
February
- We held a CPCU Society Center for Leadership course, "Climbing the Corporate Ladder: Strategies to Move Ahead During Tough Times", led by Marty Murphy, CPCU and SVP of Jacobsen Associates, an executive search firm specializing in the insurance industry;
- Frank Chiarelli, former New York Chapter president and I met with Murray Bergstrom high school students involved in an insurance company business simulation exercise and competition to provide guidance and "inside the industry" perspective to help them develop their project;
- I attended, was acknowledged from the dais, and spoke about the benefits of the CPCU at the Chinese American Insurance Association Annual Conference.
March
- We held "Accountability, The Ethical Imperative" for Ethics Awareness Month
April
- Several of our members participated in the Murray Bergstrom High School Career Day to offer insights and perspectives on careers in the insurance industry;
- Several of our members participated in the March of Dimes walkathon;
- I had the opportunity to make a luncheon presentation on "What I Learned as Chapter President" at the CPCU Leadership Summit in Phoenix, AZ;
- We presented "Crime Scene Investigation: How the Industry Uses Forensic Analysis" as a Continuing Education-accredited program. The presenter was a certified engineer from National Forensic Consultants
May
- We held a golf/networking event at Chelsea Piers. Cocktails and drinks enabled socializing and networking. We also had unlimited access to the driving range with two golf pros helping our guests improve their swing mechanics. The event was co-sponsored by the Association of Professional Insurance Women (APIW); the Insurance Brokers Association of New York (IBANY) the New York City Association of Insurance and Financial Advisors (NYCAIFA), and the Chinese American Insurance Association (CAIA).
- Michael Leinenbach, a Chapter and International Interest Group member, arranged for Lindene Patton, Zurich's Chief Climate Change officer, to be a featured speaker at the Annual Conference in Denver
June
- We are holding an I-Day at St.John's School of Risk Management and Insurance on June 12. The program will feature presentations by three Interest Group sections and is designed to increase awareness of and participation in CPCU Interest Groups
- We are holding our Past President's luncheon on June 23 at Bayard's At this luncheon, we will honor our Chapter's past presidents, will present a scholarship to the Murray Bergstrom High School insurance entrepreneurs class and will transfer leadership to our incoming president, George Corde.
I thank everyone who contributed to the year's success and wish my successor, George Corde, the very best.
Regards,
Bart Shachnow
http://newyork.cpcusociety.org/file_depot/0-10000000/0-10000/8257/folder/65705/Recap.doc
|
|
|
|
|
|
|
|
|
.jpg)
