Chapter Leader Resources and Tools

 
Financials 

• Form 990 Filing 
• 2022 Chapter Dues
• Sample Chapter Budget
• Chapter Treasurer Checklist
• General Chapter Financial Management Information

   
Operations

• Ethics Awareness Month Ideas
• Ethics Awareness Month Chapter Contest - 2022
• Chapter Conferment Best Practices
• Chapter Conferment Request Form
• CPCU Code of Professional Conduct 
• Installation of Officers
• CPCU Facsimile Diploma
• Chapter Report Instructions
• Chapter and IG Email Instructions
• Chapter Insurance Program Info
• Volunteer Leader Transition Checklist
• Antitrust Statement
• Chapter Leader Roles and Responsibilities
• Volunteer Leader Training
• CPCU CE Group Activity Reporting Template
• CE Filing Administrative Services Available

 
Governance

• Sample Chapter Bylaws for Member Expansion Updates  
• Chapter Leader Form

 
Recruitment and Retention

• In2Risk 2021 Media Kit Resources
•  Chapter PowerPoint Slide
• Social Media Graphic
• Template Language for Email and Social Media Posts

   
COE

Circle of Excellence Logos

• Platinum
  
  • Logo for Website
  • Logo for Social Media
• Gold
  
  • Logo for Website
  • Logo for Social Media
• Silver
  
  • Logo for Website
  • Logo for Social Media

*Additional COE logo materials available in INteract Library
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