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New York Chapter Past Presidents
2009-2010 Archive
    Murray Bergtram Virtual Insurance News
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10/16/09 - NYBA "Law School for Claims Professionals"

The CPCU Society’s New York Chapter is co-sponsoring a seminar with the New York State Bar Association entitled "Law School for Claims Professionals".

The all-day presentation is being held on Friday, October 16, 2009, at The State Insurance Fund (199 Church Street, NYC). The seminar begins with registration at 8:30 am and concludes at 4:00 pm. CE credits will be awarded for property and casualty, life and public adjuster licenses. Registration for CPCU members is $70, a discount of $10 off the regular registration rate.

The curriculum is an excellent presentation of updates/changes in the laws that affect the claims end of our business.

Please follow link below to the Program for presentation descriptions and registration instructions.

NYBA Program



Downstate Insurance Association Golf Invitational & Installation Dinner

On Monday, October 5th, the Downstate Insurance Association is having their annual Golf Invitational & Installation Dinner at Engineers Country Club. They will be honoring Richard Longueira, AAI as Insurance Person of the Year. The CPCU Society's Long Island Chapter will be giving its Annual Excellence Award to Camilla Belser, CPCU.

The CPCU Society's New York Chapter members are welcome at the event and several have advised that they will be attending. More information on the event appears in the linked brochure.

 

Downstate Insurance Association Golf Invitational



2009 NY CHAPTER ELECTION BALLOT

2009 BALLOT FOR NY CHAPTER CPCU OFFICERS & DIRECTORS

 

In accordance with the Constitution of the New York Chapter CPCU the following nominations to office are presented for vote to the membership. Votes must be returned by mail or fax no later than August 7th, 2009. (Biographies were previously sent to the membership unless candidate is a write-in).

The nominating committee, initially chaired by John DiForte, CPCU, a Past President of the Chapter and included Board Members Doug Fenniman, CPCU; Leslie Nylund, CPCU, Frank Chiarello, CPCU and Membership Chair, Louis Nunez, CPCU.

Directors will serve a three year term to 2012. Officers will serve during the current Chapter year through 2010.

Click on this link to print out the ballot:

2009 NY CHAPTER ELECTION BALLOT

Only members in good standing with the NY Chapter CPCU are eligible to vote.

 

Fax or mail to:

ATTN: Lou Nunez, CPCU
AIU TM&OD
72 Wall Street, 12th floor
New York, NY 10005
FAX: (212) 514-6099

 

 





March 25th CPCU Luncheon


March Luncheon Topic: The Ethical Lessons of AIG

The rise and fall of AIG is chronicled by someone formerly in the "inside circle" of senior leadership at AIG. A scintillating presentation that looks at AIG from an ethical perspective, what we learned from it, and how (and if) other debacles in the financial services industry can be prevented in the future. Presented in recognition of the CPCU Society's Ethics Awareness Month.

Presenter: Ron Shelp served as domestic and international troubleshooter and supervised worldwide government relations, corporate communications, and advertising sales promotion at AIG for 12 years. He reported directly to former AIG CEO Hank Greenberg.

Thursday, March 25, 2010
11AM-1:30PM

Bayards
One Hanover Square
New York, N.Y.

Price: $40 Chapter members, $50 Non-Chapter members 

 

Click here to Register!

 

 



March 25th CPCU Luncheon


March 25th Luncheon:   

We are honored to have Ruth Erickson, CPCU, ARM, Managing Director of Marsh Inc’s Global Compliance Group as our speaker.  Ruth will help us define business ethics, provide examples of ethical problems and our responsibilities and discuss ethics policies.

SPEAKER:   RUTH G. ERICKSON, CPCU, ARM         Full Biography

Ruth Erickson is a Managing Director in the Global Compliance Group of Marsh Inc. She joined Compliance in February 2005, and she is currently responsible for Marsh's Global Partner Analysis Group (GPAG) which oversees Marsh's anti-corruption, anti-money laundering and trade sanctions compliance programs.  Ruth is also the Chief Compliance Officer for Marsh's Global Specialty Practices.  Ruth’s broad background in this area includes serving as the Senior Compliance Officer responsible for E&O Mitigation, Training, and Licensing, and the Chief Compliance Officer for the Global Specialties (Aviation, Energy, Marine, Risk Consulting and Trade Credit) and as the Chief Compliance Officer for Marsh’s Europe, Middle East and Africa’s operations based in London. 

 

Thursday, March 25, 2010
11AM-1:30PM

Bayards
One Hanover Square
New York, N.Y.

Price: $40 Chapter members, $50 Non-Chapter members 

Click here to Register!

 

 



Why You Should Tweet, Link, and Post your way to Business Success

Need a Networking Boost?

Social Media Essentials for Business

Free 55 Minute Recording with Tom Gray and Marsha Egan

Why You Should Tweet, Link, and Post your way to Business Success

Free of Charge

http://marshaegan.com/esmfree.html

After viewing, please let us know if you would like a seminar on this subject






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November 13th - Annual Conferment of New Designees

Annual Conferment of New Designees

Friday, November 13, 2009
(11:00am Reception, 12:00 Lunch, keynote speech and conferment ceremony)

Cipriani's – Wall Street
55 Wall Street, New York, NY 10005

Registration:
$125 per person
$1,125 table (10)


Conferring Officer: Peter Miller, President and CEO, AICPCU

Eugene A. Toale Memorial Award will be presented to Lou Iglesias.  The award is given to a CPCU that excels in promoting professional development and education in the insurance industry.

Keynote Speaker: James Wrynn, Superintendent of Insurance, State of NY


Mr. Wrynn was confirmed as the Superintendent of Insurance by the NY State Senate in September 2009, having served as the Acting-Superintendent since August.  New York’s Insurance Department is among the most influential in the country and is at the forefront of industry developments.  The Superintendent of Insurance is responsible for monitoring and regulation of more than 1,000 insurance companies with total assets exceeding $4 trillion.  He also has oversight responsibility for more than 200,000 brokers, agents and financial intermediaries.  Prior to becoming Superintendent, Mr. Wrynn was Executive Director of the New York State Insurance Fund and was a founding partner in the law firm of MacKay Wrynn & Brady, LLP which specializes in civil litigation and appellate practice, with an emphasis on insurance law.

There are a variety of topics Mr. Wrynn may touch upon, including:  the role of rating agencies in the insurance regulatory system in the aftermath of the financial crisis, State v. Federal regulation and reinsurer collateral requirements as proposed in the Reinsurance Regulatory Modernization Act of 2009.   Additionally, over the course of the Superintendents first few months on the job, the Insurance Department has issued over 20 news releases covering a variety of topics. 

 Click Here to Register!

 


Sponsorship opportunities available

CONFERMENT PROGRAM SPONSOR: $950 - A Conferment Program Sponsor will receive preferred VIP seating at the luncheon, will be acknowledged from the podium during the Ceremony, will have a sign in a prominent location displayed during the entire Luncheon, will be listed prominently in the Conferment Luncheon Program Journal and listed on the CPCU website. 

LUNCHEON RECEPTION SPONSOR: $750 – - A Conferment Luncheon Sponsor will receive preferred seating at the luncheon, will be acknowledged from the podium during the Ceremony, will have a sign in a prominent location displayed during the entire Luncheon, will be listed in the Conferment Luncheon Program Journal and listed on the CPCU website. 

COCKTAIL RECEPTION SPONSOR: $500 -- A Cocktail Reception Sponsor will be acknowledged from the podium during the Ceremony, will have a sign in a prominent location displayed during the entire Reception, will be listed in the Conferment Luncheon Program Journal and listed on the CPCU website. 

SPEAKER SPONSOR: $600 – A Guest Speaker Sponsor will have a sign in a  prominent location displayed during the entire Luncheon; will be acknowledged during the program; will be listed in the Conferment Luncheon Program and on the CPCU website. 

CPCU PATRON TABLE:  $2,500 – A Patron Table for 10 people will be in the VIP seating area, will receive prominent recognition in the Conferment Luncheon Program Journal, will be recognized from the podium during the program, and will be included in the CPCU Newsletter and on the website. Patron tables help support the cost of hosting new conferees at the luncheon.

CPCU PATRON: $275.00 – A Patron receives one ticket to the Lunch, is given VIP seating and will be listed in the Conferment Luncheon Program Journal on the Patrons page listed in the CPCU newsletter and on the website. Patrons help support the cost of hosting new conferees at the luncheon.

Click for Sponsorship Opportunities

Gail Brunje  Gail.Brunje@chartisinsurance.com  212-458-3704


 

 

Click for Journal Advertisement Placement

Full Page Ad     @ $600
Back Cover        @ $700 Taken!
Front Inside       @ $650  Taken!
Back Inside       @ $650
Half Page          @ $400  

Gail Brunje  Gail.Brunje@chartisinsurance.com  212-458-3704

 


 

Click Here to Register, Sponsor or Advertise for the 2009 Conferment of New Designees!

 

 

 



9/24/09 Chapter Luncheon: A History of Professional Lines: Products and People


Topic: A History of Professional Lines: Products and People

Speaker: Larry Goanos

 Larry Goanos, a 20-year veteran of professional lines insurance and former senior underwriting manager at AIG and ACE, and president of a subsidiary of Houston Casualty, will provide an overview of professional lines insurance, including a discussion of some of the most colorful people ever to work in this sector of the industry.
Larry is the author of the recent book "Claims Made &Reported: A Journey Through D&O, E&O and Other Professional Lines of Insurance."

Warren Buffett said of this book: "I read your book over the weekend and enjoyed it thoroughly.  I hope our insurance managers got copies as I know they would enjoy it as I did....it deserves accolades."
This promises to be an informative and entertaining session.

Date Thursday, September 24
Registration/Networking:  11:30 am
Presentations/Lunch   12:00 pm
Conclusion    1:30 pm

Place: Bayard's, One Hanover Sq. NYC, NY
Cost:
Members: $40
All Others: $49

Information link: http://newyork.cpcusociety.org/file_depot/0-10000000/0-10000/8257/folder/85784/Sept.doc

Registration link: http://www.acteva.com/booking.cfm?bevaid=190534

 

 



ReContracts: The Art of Designing Reinsurance Contracts and Programs

ReContracts: The Art of Designing Reinsurance Contracts and Programs  

Last chance to register...


Last chance to register for the RAA's ReContracts seminar, July 14-17, 2009 at the New York Helmsley Hotel in New York City.

If you're undecided, here are some good reasons to attend:

  • You'll gain a thorough understanding of reinsurance contracts.
  • Course instructors are highly regarded industry professionals-- learn from the best.
  • Network with instructors and fellow industry professionals.
  • "Run" an insurance company using Gen Re's PRimary Insurance Management Exercise (PRIME) game.
  • Earn continuing education credits--CPA CPE, CPCU CPD and CLE (including CLE ethics credit).
  • The registration fee is a value.
Click here to review the Agenda or download the Brochure. To expedite registration, contact Ann-Marie Mwombela at 202.783.8385 or mwombela@reinsurance.org.

Program Sponsors
With special thanks our program sponsors--Aon Benfield, Chadbourne & Parke, Collins, Deutsche Bank, Dewey & LeBoeuf, DLA Piper, Edwards Angell Palmer & Dodge, Gen Re, Guy Carpenter, Morris Manning & Martin, Munich Re America, QBE, SCOR, and Swiss Re.


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The New York Chapter of the CPCU Society
cordially invites you to our annual

Holiday Networking Social

Please join us for toasts of good cheer as we celebrate the Holiday
Season and the coming New Year!

Tuesday, December 8, 2009
5:00pm to 7:00pm

Dinner Buffet and 2-hour Open Bar at

The Paris Café
119 South Street (at Peck Slip), New York, NY

Members: $45.00
Non-Members: $50.00
(Save $5.00 by bringing a toy)

 

Click Here to Register!

  



January 13th, 2010: APIW/New York Chapter CPCU Annual Joint Luncheon


 

Event: APIW/New York Chapter CPCU Annual Joint Luncheon
Date: Wednesday, January 13, 2010
Time: 11:45am – 2:00 pm
PlaceThe Yale Club of New York City

Keynote Speaker: Patrick Thiele, President & CEO, PartnerRe Ltd.
Topic: Financial Stability and Development in a Challenging Economic Environment

Cost: $125 per person
       $1,150 Table of 10

Registration & Payment (administered by APIW):

Register online: http://www.apiw.org/events/

 

Flyer details here!

Click here for Registration form to fax

 

 



February 24th CPCU Luncheon


Luncheon Topic: The January 1, 2010 Reinsurance Renewal Season and Beyond

Speaker: Michael Sapnar - EVP and Chief Underwriter Officer
         (Domestic Operations) for Transatlantic Reinsurance Company

Date: Wednesday, February 24, 2010 

Registration/Networking:            11:30 am
Presentations/Lunch:                12:00 pm
Conclusion:                              1:30 pm

Place: Bayard's, One Hanover Sq. NYC, NY – Third Floor

Cost: (includes 1 drink ticket – cash bar available on the first floor)

Members: $ 40.00 (All renewed members wishing to exercise their monthly luncheon benefit must check in and be on the latest list provided by the National Society)
All Others: $ 50.00


Mike Sapnar is currently responsible for the management of TRC's US and Canadian operations, which accounts for slightly more $2 billion of premium.  Mike will provide an overview of this past Jan 1 treaty renewal season and trends of the primary and reinsurance markets.  The talk will touch on all lines of business including property cat, general and special casualty and other specialty lines.

Click to Register Here!

 



Pictures for the February 24th CPCU Luncheon


Luncheon Topic: The January 1, 2010 Reinsurance Renewal Season and Beyond

Speaker: Michael Sapnar - EVP and Chief Underwriter Officer
         (Domestic Operations) for Transatlantic Reinsurance Company

Date: Wednesday, February 24, 2010 

Place: Bayard's, One Hanover Sq. NYC, NY – Third Floor

Mike Sapnar is currently responsible for the management of TRC's US and Canadian operations, which accounts for slightly more $2 billion of premium.  Mike will provide an overview of this past Jan 1 treaty renewal season and trends of the primary and reinsurance markets.  The talk will touch on all lines of business including property cat, general and special casualty and other specialty lines.

 

Pictures of this successful event can be viewed online here:  

http://cpcunyc.shutterfly.com/122

 

 

 



A Letter from Our President, George E. Corde, Jr., CPCU


NY Chapter President George Corde

A Letter from Our President, George E. Corde, Jr., CPCU 

I thank the CPCU Society’s NY Chapter membership for entrusting me with your confidence to provide stewardship to the Chapter during the upcoming year.  Also, I congratulate Bart Shachnow, Past President for the Chapter’s many accomplishments over his stewardship period.

 

The purpose of the letter is to share my vision for the NY Chapter and let you know where we will focus during the upcoming year.  My vision is that our Chapter be viewed as the most prestigious, relevant and visible professional insurance association in the greater NY area.

 

Many may argue that we are already there; however, I believe we can do better.  To “up our game” and better meet the needs of our membership, we will focus on enhancing our activities in the following areas:  

 

Ø      Communications.

-       Internally improve communications in both quality and quantity with Chapter membership so that everyone knows what we are doing and where we are going

-       Externally we will improve visibility with local employers, other insurance associations and the business community

Ø      Structure: establish committees in areas of strategic interest and appoint proven leaders to each

Ø      Identify and establish strategic relationships with selected associations, educational organizations and employers

Ø      Grow participation of membership

 

The strategic concepts above will be accomplished through the activities of committees.  The key to our success is increasing the participation of our membership.  The greater number of members we can involve the more rewarding Society membership will be to all.   To volunteer your time and talents to help the New York Chapter please email me directly at George.Corde@AIG.com.

 

Why volunteer for a committee?

 
  • You will meet others in the NY insurance community (networking) that you have a common bond with (education – CPCU).  Perhaps even make new friends!
  • Develop leadership skills, new knowledge and hone existing talents. How? Run a meeting, write an article for our Applegram, attend a Connections meeting with an insurance employer, learn about social networking websites, do data mining for target marketing on our member directory.
  • Become visible with both your employer and others in the insurance community.  An objective of both the Chapter and Society is to champion member success.  
 

If you have not been involved with the Chapter, and don’t know where to volunteer your time, give me a call and we can discuss where your interests can best fit.  Remember, we are looking for those looking to hone existing skills as well as those looking to learn new skills.  Additionally, each committee will have experienced chapter members to provide guidance and support. 

 

Don’t be afraid of the time commitment.  We have both small and large tasks.  One of our mottos is many hands make light work – in fact that is our preference; we prefer the involvement of many. 

 

The Committees and some of the exciting activities they will be engaged in are discussed briefly below. 

 

 Communications Committee
  • Re-establish a social networking site for NY Chapter members on LinkedIn
  • Publish our Applegram newsletter on a quarterly basis
  • Update and manage our website

LinkedIn offers special networking and communications capabilities.  To have this site offer the Chapter its maximum value, we need volunteers who are familiar with either LinkedIn or other social networking sites.  Involvement with this committee will offer those that have never been part of a social networking community an opportunity to lean first hand how they work.  The Communications Committee also needs article writers, editors and members who will assure that our website is as attractive and relevant as it can be for our membership.

 

 Meetings Committee

Reestablish a full slate of scheduled meetings, in both downtown and midtown locations.  Meetings cater to a variety of interest including networking, education and CE credits for licensing requirements.

  • Run the NY Chapter Conferment and I-Day events

Much of our Chapter activities are channeled through the gatherings put on by this committee.  Put your talents to work by planning an event or meeting, coming up with an idea for speaker topic, providing or being a speaker or simply lend a hand by being a greeter.  All are welcome and needed by this committee.

 Connections &Sponsorship Committee

Visits will be held with the top insurance employers in the Greater NY area to thank them for their support of the NY Chapter and Society and let them know the scope of the value proposition we can provide to them.  We will champion our members who work at these firms.  Think of the visibility that participation on this committee can provide you in the NY insurance market!  We need volunteers.

 Membership Committee

We will conduct a few short surveys of our membership to assure that we are meeting their needs.  We need to cater to a broad group, including: active and inactive CPCU’s, new designees, CPCU students, retirees and out of work members.  We need mentors for new designees and CPUC candidates, as well as members that like to work with spreadsheets to data mine of our membership database of over 1,000 people.  The more people we can involve in Chapter activities, the better for all.

 Executive Committee

In addition to managing the business of the Chapter, this committee will include activities in educational areas such as the work the Chapter has long been engaged in with Project Invest with Murry Bergtraum High School, establishing strategic partnerships with other insurance associations (we need liaisons), educational institutions like St. John’s University, ethics awareness initiatives and Spread the Word communications to assure that the good works of our chapter and its members are recognized by employers and the business community.

  

Get involved – be recognized as a member of the most prestigious, relevant and visible professional insurance association in the greater NY area.  I look forward to your participation and an exciting CPCU Society chapter year.

 

http://newyork.cpcusociety.org/file_depot/0-10000000/0-10000/8257/folder/65705/Letter.doc

 

 

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4/21/2010 Luncheon Topic: Enterprise Risk Management

4/21/2010 Luncheon Topic: Enterprise Risk Management

Over the past several years there has been a significant increase in the awareness of Enterprise Risk Management (ERM) and many global companies are interested in how other companies implement program goals, execute responsibilities, and overcome challenges, particularly within areas of organizational structure and implementation tools.  In this session, the audience will learn the practical issues of successful ERM implementation. 

Speakers: Brian Casey, Senior Vice President – Risk & Insurance of Bovis Lend Lease and Marianne Halvorsen, Business Development manager of Willis.

Date  Wednesday, April 21st

Registration/Networking:            11:30 am

Presentations/Lunch                 12:00 pm

Conclusion                          1:30 pm

Place: Bayard’s, One Hanover Sq. NYC, NY

Cost  Members: $40; All Others: $50

 

 

Speaker Biographies: 

Brian D. Casey, J.D., ARM, CPCU 

Mr. Casey has over thirty years experience in the insurance industry and spent most of that time managing global risk and insurance programs for several fortune 500 companies. His prior background includes various positions in the claims and legal areas. He currently serves as Senior Vice President –Risk & Insurance for Bovis Lend Lease, a large construction management firm, where he is responsible for construction insurance and bonding programs as well as subcontractor insurance terms and compliance. His areas of expertise include large claim and mass tort litigation, captive creation and management, and development of global insurance and loss control programs. He is a frequent speaker and organizer of various national and international risk and insurance conferences.

Mr. Casey received a BA with honors from the College of the Holy Cross and received his JD with honors from the New England School of Law. He holds both the CPCU and ARM designations. In 1996 he was selected by Business Insurance as the Risk Manager of the Year. Professional affiliations include People to People, RIMS, and IRMI.

 Marianne Halvorsen, CPCU, AIS 

Marianne is a Business Development manager at Willis in New York.  She spent her first two years with Willis in the San Diego office, serving as a Client Manager specializing in Property & Casualty.  Her role included daily account management as well as developing new business.   Prior to joining Willis in 2005, she worked at Marsh’s corporate headquarters as a Client Adviser for their International Practice.  Throughout her tenure, she managed many of the firm’s largest clients, primarily involved in the placement and servicing of International Casualty Programs. She also developed and executed strategies to increase collaboration across MMC companies.

Marianne earned a Master of International Business Marketing from QUT in Brisbane, Australia, following the completion of a Master of International Communication from Macquarie University in Sydney. She holds a BA from Washington State University and is pursuing her Associate Reinsurance (ARe) designation.  Since fall of 2008, Marianne has been teaching CPCU 560 (Financial Institutions) class at St Johns University.  She also serves on the CPCU idea committee to change the CPCU program.

 

Click Here to Register!

 

 

 


 



5/12/2010: CPCU Spring Fling


 

 

For information on invitation/registration, please email nycpcu@hotmail.com



NYC All Insurance Industry Day 2010

NYC All Insurance Industry Day 2010
 
New York City All Insurance Industry Day 2010

Presented by:

Risk and Insurance Management Society
New York State Bar Association and Defense Research Institute
CPCU Society New York Chapter and Claims Interest Group
Reinsurance Association of America
Chinese American Insurance Association
Center for Professional Education at
St Johns School of Risk Management
 
When
May 26, 2010 8:30 AM  - 2:30 PM
 
Where
St John's University
101 Murray Street, New York, NY 10007
 
Attire
Business Casual
 
FEE
I-Day Registration
 
I-Day registration  
$45.00

For registration information,please email nycpcu@hotmail.com

 



5/18/10: CPCU AND IIA CANDIDATE DEVELOPMENT NIGHT

CPCU AND IIA CANDIDATE DEVELOPMENT NIGHT

The New York Chapter CPCU and St. John’s University will hold a CPCU/IIA Candidate Development Night on Tuesday, May 18th (5 PM 7PM) at St. John’s Manhattan Campus, 101 Murray Street in downtown New York.

Agenda:

  1. An introduction and promotion of CPCU and IIA to those interested in beginning a course of study;
  2. A review on study methods and test preparation;
  3. Test taking tips and techniques;
  4. Advice on reducing the anxiety and stress associated with test-taking.

This a free event to the New York insurance community and we are targeting those new to CPCU/IIA and those who are early in their study for exams. No RSVP is required.

Presenters: David Thomas, CPCU
                       Marketing Director
                       AICPCU/IIA

                       Lou Nunez, CPCU
                       Membership Chair
                       New York Chapter

For additional information contact Lou Nunez at 212-770-7452 or lou.nunez@chartisinsurance.com

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