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Home  »  About  »  Chapters  »  Resources & Tools

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
You must be logged into INteract to access the library files.

 
 
 
 
 
Get Involved
  • Online Community
  • Chapters
    • Find Your Chapter
    • Resources & Tools
    • Circle Of Excellence
  • Committees
  • Interest Groups
  • Become a Volunteer
    • Gerrond Award
  • INteract Mentor Match
  • Our Industry Partners
Get Involved
  • Online Community
  • Chapters
  • Committees
  • Interest Groups
  • Become a Volunteer
Membership
  • Join / Renew
  • Membership Types
  • Member Directory
  • Go-Getters
  • Access Member Benefits
Education
  • Webinars
  • Earn a Designation
  • CPCU in Good Standing
  • College Students
Events
  • In2Leadership
  • Reinsurance, Excess and Surplus Lines Symposium
  • In2Risk
News & Publications
  • Insights Journal
  • Podcasts
  • Industry News
About Us
  • Mission and Strategic Plan
  • Leadership Council
  • CPCU Society Staff
  • Affiliates
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