Join us for monthly volunteer leader training webinar sessions presented by your fellow volunteer leaders designed to help you better manage your volunteer role and chapter. Learn about how to host virtual meetings and events, resources that are available to you, recruitment and retention tactics, annual filing information and more!
The monthly schedule is below and updates will be posted as they become available.
January 26 at 12:00 - 1:00PM Eastern - Welcome Volunteer Leaders
Join us for the first of our monthly volunteer leader training webinars where you'll hear from CPCU Society President and Chair, Sharon A. Koches, CPCU.
View the Recording
February 12 at 1:00 - 2:00PM Eastern - Virtual Meetings 101
Join fellow volunteer leaders Matt Struck, CPCU and Heather Blevins, CPCU as they guide you through creating successful virtual meetings.
In their first session they will:
- Provide advantages for conducting virtual meetings
- Discuss tools and resources needed
- Provide an overview of various platforms available
- Share a timeline for setting up your event for success
View the Recording
February 19 at 1:00 - 2:00PM Eastern - Virtual Meetings 102
In part 2 of our virtual meetings session, Matt Struck, CPCU and Heather Blevins, CPCU will:
- Provide day of event preparations checklist
- Advise on how to keep attendees engaged during your event
- What to do after the event
View the Recording
March 29 at 1:00 - 2:00PM Eastern - Ethics Awareness Month
With the workplace landscape possibly changed forever, join Rick Walsh, CPCU and Keith Pic, CPCU of the Ethics Committee, as they discuss ethical dilemmas and challenges employers are or will be facing as we move toward reopening businesses.
View the Recording
April 22 at 1:00 - 2:00PM Eastern - Chapter Treasurers
Join the Society's Finance Training and Development Committee as they discuss...
- Role and Responsibility of the Chapter Treasurer
- Annual Tax Filings, IRS Form 990
- Resources and Tools Available
- Future Sessions for Treasurers
View the Recording
May 26 at 1:00 - 2:00PM Eastern - Student Engagement Essentials
With the talent gap looming even closer, join Lamont Boyd, CPCU and Mike Lawrence, CPCU, of the Student Action Committee, as they discuss the opportunities and resources available to chapters and volunteer leaders to engage the next generation of industry professionals.
View the Recording
June 9 at 2:00 - 3:00PM Eastern - Member Engagement and Retention: From A to Z
Member engagement and retention is a top challenge for chapters and while there is no silver bullet, join Gregg Golson, CPCU, of the membership committee as he shares a variety of tactics to add to your chapter's toolkit.
View the Recording
June 23 at 2:00 - 3:00PM Eastern - Member Expansion Strategy
Join CPCU Society President, Sharon Koches, CPCU and Society Executive Director, Spenser Villwock as they go over the upcoming Member Expansion Strategy.
View the Recording
Q&A Session questions and responses can be found here .
July 27 at 12:00 - 1:00PM Eastern - Mentoring Matters
Mentoring is a great opportunity to deliver a rewarding and potentially life-changing experience for both the mentor and the mentee. It is one of the most important things a person can do to enhance their career and professional life. Join Victor Foggie, CPCU, of the Professional Growth and Development Interest Group as he talks about why mentoring matters.
View the Recording
August 9 at 2:00 - 3:00PM Eastern - Chapter Treasurers
The Finance Training and Development Committee will be hosting a meeting that all are welcome to join but content will be focused on the chapter treasurer role.
View the Recording
September 13 at 1:00 - 2:00PM Eastern - Chapter Dues and Member Expansion
Join us as we discuss the upcoming member expansion and what that means for chapters and chapter dues for 2022.
View the Recording
October 13 at 2:00 - 3:00PM Eastern - Diversity and Inclusivity
As the Society looks to welcome a broader range of members into the Society, join the Diversity and Inclusion Committee as they discuss inclusivity and the upcoming member expansion .
View the Recording
CPCU Society Volunteer Leaders can access recordings of presentations shared by fellow volunteer leaders to learn how to keep your Chapter, Interest Group, or Committee running smoothly.
Recordings from 2020
• Volunteer Leader Resources
Learn about the various resources available to you as a volunteer leader and how to use them.
• Conducting Virtual Meetings
Learn from the Pacific Northwest Chapter how they started to use virtual meetings to remain
connected to and continue to provide value to their member.
• Keys to Running a Successful Chapter
Learn key activities and best practices to leading a successful chapter.
• Strategic Planning and Leveraging the Circle of Excellence
Learn how the COE can help you plan your year.
• Recruitment, Engagement and Retention (Password: 1N=GR159)
Learn best practices and how to strategically align them to your chapter's activities.