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Interest Group Governor

Interest Group Governor

Role Description

Interest group governors provide advice, guidance, organization and mentoring to CPCU Society interest group leaders to advance their interest group capabilities and ensure delivery of member value. They also support membership recruitment and retention at the interest group level.

Related Policies

  • Term Lengths for Chapter and Interest Group Governors—Chapter and interest group governors shall serve a term of three years from the time of instatement. Chapter and interest group governors shall serve no more than two consecutive terms. If interested in serving a second term, chapter and interest group governors must reapply.
  • Chapter and Interest Group Appointments—The Leadership Council’s Nominating Committee shall recommend chapter and interest group governor appointees to the Leadership Council for final approval. Outgoing chapter and interest group governors are encouraged to be involved in the application process and may suggest to the Leadership Council’s Nominating Committee who their successors should be.
  • Chapter and Interest Group Member Appointments—Chapter and interest group governors may not hold office within their local chapters, but they may serve on committees locally or hold honorary roles, such as past president. Also, chapter and interest group governors may not serve as chairs or be members of CPCU Society standing or interest group committees.
  • Interest Group Governor Composition—There will be four interest group governors, with three to four interest group committees assigned to them, which they will mentor and support. The interest group governors and their Society staff liaison will revisit the number of interest group governors annually and make recommendations as needed to the Leadership Council’s president and chair regarding any modifications.

Operational Alignment

Interest group governors partner with Nichole Murton, director of member knowledge (murton@CPCUSociety.org), in support of CPCU Society interest groups.

Categorization

Knowledge—Committees/task forces that support providing technical content to Society members or that support the Society’s recruitment, retention and engagement efforts

Empowerment—Committees/task forces that support Society leadership development efforts or that empower Society members and leaders with information, tools and resources (not technical/insurance-related)

Engagement—Volunteer groups that are engaged to provide strategic input and/or feedback about the Society’s initiatives; future direction; or, in some instances, operations as they affect Society leadership, as well as volunteer groups responsible for engaging other volunteers

Roles and Responsibilities

  • Act as a liaison between Leadership Council and interest group leadership to foster and strengthen their relationship and enhance two-way communications
  • Encourage networking and facilitate collaboration among interest group leadership
  • Support interest group leadership in strategic, operational and transition planning
  • Provide advice, information and support to Society staff
  • Attend interest group governor and chair teleconferences and face-to-face meetings
  • Support interest groups in the development and implementation of the strategy to attain Circle of Excellence goals
  • Support interest groups in defining and implementing their annual operating plans
  • Review interest group operating plans annually and make recommendations with respect to Circle of Excellence recognition and interest group budgets
  • Support maturation of interest groups by coaching interest group leadership on best practices related to interest group operations, interest group/chapter partnership, and recruitment and retention
  • Share messaging on the Leadership Council’s strategic initiatives and their status; route related inquiries about these initiatives appropriately
  • Provide feedback to the Leadership Council via the interest group governors’ Leadership Council liaison
  • Participate in interest group committee teleconferences and recommend improvements
  • Advise and provide leadership regarding succession planning
  • Attend the Leadership Summit and CPCU Society Annual Meeting (desirable)

Selection Process and Qualifications

  • Each interest group governor is identified through an open call for qualified volunteers.
  • Selection is based on qualifications and the results of a phone or an in-person interview.

Interest group governors must meet the following qualifications:

  • Be a CPCU designation holder
  • Be a paid Society member for a minimum of three consecutive years
  • Served as an interest group committee member, preferably as interest group chair
  • Possess strong communication, organizational, facilitation and leadership skills
  • Have a strong understanding of the CPCU Society’s Strategic Plan and Bylaws
  • Able to work independently and virtually to complete deliverables as required by the Society
  • Able to attend the Leadership Summit and Annual Meeting (desirable)
  • May not concurrently hold another volunteer position with any other CPCU Society standing committee

Applicable Governing Documents

  • CPCU Society Bylaws
  • CPCU Society Strategic Plan
  • Interest Group Governor Role Description

Submit completed application and any attachments in one of the following ways: