Take It To The Next Level….. What the CPCU Society Can Do For You!

Agenda Career Timeline The Institutes’ Affiliations The Institutes CPCU Society Society Strategic Goals Engage Future Leaders

Career Timeline

CPCU Society members in more than 40 countries and 128 chapters The Institutes CPCU Society 24,000 CPCU Society members in more than 40 countries and 128 chapters 14 Special Interest Groups that enhance technical skills and advance the industry 70+ Years The CPCU Society has provided continuing education, volunteer leadership and mentorship opportunities

Membership Benefits Learn Keep your designation current with the new, soon to be released Knowledge Center, our online resource that includes content carefully curated by career stage as well as key topics Network Explore leadership opportunities and engage with industry peers through participation in local chapter, regional, or Society wide events or in one of our 14 specialty interest groups Lead Join a task force and drive initiatives such as the Annual Meeting and publications Become a committee member to act as an adviser on budgets, ethics, interest groups and more Grow Gain information on the latest hot topics from industry experts in Insights, a professional journal by the CPCU Society Enjoy 25% off all study materials and 35% off all online continuing education courses from CEU, powered by The Institutes

Engage with Interest Groups Gain specialized insurance knowledge based on the disciplines and functional areas that best meet your career needs Select from the 14 different Interest Groups to access webinars and newsletters that appeal to your professional interests: Agent & Broker Claims Coverage, Litigators, Educators & Witnesses Excess/Surplus/Specialty Lines Information Technology International Insurance Leadership & Managerial Excellence Loss Control Personal Lines Professional Experience Resource Group Regulatory & Legislative Reinsurance Risk Management Underwriting

CPCU Society Strategic Goals Provide Relevant Knowledge Empower Professionals to Succeed Engage Future Leaders

Provide Relevant Knowledge Provide Access to Technical Content Insights, the CPCU Society’s professional journal CPCU Society Online Newsletter Complimentary Technical Insurance and Risk Management Webinars Discounted Institutes and online CE from CEU The Institutes Online Community Formalization of CE Reporting Annual Meeting Educational and general sessions Networking

Empower Professionals to Succeed Get Involved Local Chapter Interest Group Society Level Leadership Summit Education for chapter officers and leaders Education for interest group officers and leaders

Continuing Education for CPCUs http://ceforcpcu.theinstitutes.org/ Check the website for updates

Engage Future Leaders CPCU – Loman Education Foundation Internship Financial Aid Program Reduce financial barriers that prevent students from taking insurance industry internships that they would have otherwise taken Awarded $130,000 in internship financial aid to 65 students in 2016 for summer insurance industry internships Student Engagement Program Expand on very successful CPCU Society Student Program to include local chapter involvement 162 RMI/Actuarial students have attended Annual Meetings since 2010, with more than 95% of graduates now productive members of the industry

Engage Future Leaders Gamma Iota Sigma 2,400 members and approximately 20,000 alumni Over 40 active chapters GIS members who are full-time students are eligible to receive complimentary CPCU Society membership Collegiate Studies for CPCU program Recognizes college academic work that aligns with The Institutes credentials. College students can waive up to two parts of the CPCU program.

www.insuremypath.org

Future Annual Meetings If you were unable to join us this year please come and see us at one of our upcoming Annual Meetings! 2017 – Orlando, Florida September 16 – 19, 2017 2018 – San Diego, California October 13 – 16, 2018

Need Help? Have Questions? CPCU Society Member Resource Center  720 Providence Road Malvern, PA 19355 Phone (800) 932-2728 | Fax: (610) 725-5969  MemberResources@TheInstitutes.org

Mentoring – Pay it Forward!

Involvement – Consider Becoming a Mentor

Did You Know? In 2016, we had 270+ New Designees We still have 546 Student Candidates

Building “OUR” Future Success

What Are Our Mentees Saying? My mentor has given me studying tips. And help to space out my tests so that I am giving myself enough time to study Found mentoring useful for CPCU designation support, career advice and general professional networking. It is consistent with my expectations as I expected to meet seasoned members in the industry who may be able to broaden my understanding of the varying roles of insurance professionals in differing occupations. It is important to have someone to ask questions or get advice and/or study tips especially if you are under an independent study program I like being mentored as it serves as a sort of validator of my commitment and it offers an opportunity to share my successes with another professional

What Are Our Mentors Saying? Confirming high quality and interest of coming generation in maintaining high level of ethics and insurance industry knowledge. For our relationship it was convenient as she works in my office and we were able to make it informal and to just discuss topics as they came up. She had a direct line of communication with me and felt comfortable coming to me with any questions. I typically enjoy feeling like I am having an impact on or a positive connection with my mentee, to be able to celebrate their successes, or help them navigate through disappointments. This is a great way to pay it forward to help others in our industry succeed. One challenge is that insurance professionals are busy people by default and the candidates need to make time to study the CPCU course work, so it’s important to provide positive input to the mentee through the mentoring relationship without encroaching on their valuable personal time.

Career Conversations – Hawaii Annual Meeting Mentees rated their overall experience in the program 4.41 out of 5 total stars. 94.8% said they would participate again in a Career Conversation at another Society event 96.6% said they would recommend Career Conversations to other new designees The top goals of mentees in the Career Conversations program were: To discuss career development with an experienced CPCU (3.56 out of 5) To receive knowledge and insights from an experienced CPCU (3.24 out of 5) To develop my leadership skills (2.96 out of 5) To grow my professional network (2.96 out of 5) To get more involved in the CPCU Society (2.30 out of 5)

We Need You!

Questions