Breakfast of Champions CPCU Champions - MN Chapter February 10, 2010 Mendakota Country Club

Champion Mission Statement “As a CPCU Champion, I am an active advocate of the CPCU experience to all with whom I come in contact, whether a business, a possible CPCU candidate, a fellow CPCU or simply the community in which I live. I am an active liaison between the CPCU Society (including its chapters), the AICPCU/IIA, my employer and the professional property-casualty insurance community.” “As a CPCU Champion, I am an active advocate of the CPCU experience to all with whom I come in contact, whether a business, a possible CPCU candidate, a fellow CPCU or simply the community in which I live. I am an active liaison between the CPCU Society (including its chapters), the AICPCU/IIA, my employer and the professional property-casualty insurance community.”

The Role of a Champion A CPCU Champion helps the Society meets its strategic goal of having CPCU become the most widely recognized, valued, and highly respected professional designation in the property and casualty insurance industry.

Champion Role - Facilitating Two way communication between the Society, your employer, local chapter, AICPCU and the insurance community. Help the MN Chapter meet its goals Help the MN Chapter meet its goals Connections visits Connections visits

Champion Role - Promoting Encouraging others to pursue the CPCU designation. “Champion” the cause of the CPCU Society. Chapter events Chapter events Visibility of the CPCU Visibility of the CPCU

Champion Role - Serving Get involved! Liaison Assisting others Assisting others Participation Participation

Shared Goal The CPCU Society’s shared goal is to increase the number of new students and CPCU completers by 10% each year for the next 5 years. The CPCU Society’s shared goal is to increase the number of new students and CPCU completers by 10% each year for the next 5 years.

A Few Champion Facts… The term in open-ended The term in open-ended The time commitment is flexible The time commitment is flexible No travel required No travel required Connections visits Connections visits The Executive Quarterly The Executive Quarterly

Benefits of being a Champion Recognition Recognition Visibility within Company and Community Visibility within Company and Community Access Access To Society resources and CEO publications To Society resources and CEO publications Involvement Involvement Flexible time commitments Flexible time commitments Networking Networking Leadership experience Leadership experience

MN CPCU Chapter What is your perception of the CPCU “brand”? What is your perception of the CPCU “brand”? Of the roles that our Chapter performs – which is of the greatest value to you and to your organization? Of the roles that our Chapter performs – which is of the greatest value to you and to your organization? What can our Chapter do better, or more of to serve you? What are improvement areas for our Chapter? What can our Chapter do better, or more of to serve you? What are improvement areas for our Chapter? Thoughts/ideas you have pertaining to being a CPCU Champion…and CPCU in general. Thoughts/ideas you have pertaining to being a CPCU Champion…and CPCU in general.

Institute Programs Many to choose from: Many to choose from: Underwriting (API, AU and CPCU) Underwriting (API, AU and CPCU) Claims (INS, AIC and CPCU) Claims (INS, AIC and CPCU) Agent & broker (INS, AAI and ARM) Agent & broker (INS, AAI and ARM) Risk management (INS, ARM, ARM-P and CPCU) Risk management (INS, ARM, ARM-P and CPCU) Many are three course programs Many are three course programs Highly specialized Highly specialized

CPCU Chartered Property Casualty Underwriter Very recognized and respected credential in our industry Very recognized and respected credential in our industry Over 65,000 designees Over 65,000 designees 28,000+ are members of the CPCU Society 28,000+ are members of the CPCU Society Education, experience and ethics Education, experience and ethics

CPCU - continued Exams Exams Eight exams Eight exams Course level – Intermediate and Advanced Course level – Intermediate and Advanced questions - Short answer essay questions - Short answer essay Pro-metric or Onsite testing Pro-metric or Onsite testing

Value of CPCU 91% of CPCU designees saw an increase in job opportunities 91% of CPCU designees saw an increase in job opportunities 74% of program completers received promotions within 2 years 74% of program completers received promotions within 2 years 86% of designees saw an increase in their job security during organizational transitions 86% of designees saw an increase in their job security during organizational transitions 99% of CPCU program completers say earning the designation helped them prepare for their long-term career goals 99% of CPCU program completers say earning the designation helped them prepare for their long-term career goals * Results from Institute survey – late 2008

CPD – Continuing Professional Development Co-sponsored by the Institute and the Society Co-sponsored by the Institute and the Society Earn CPD points Earn CPD points Commitment to life-long learning Commitment to life-long learning Give back through: Give back through: Instruction Instruction Research/authorship Research/authorship Mentoring Mentoring

API and AU API – Associate in Personal Insurance API – Associate in Personal Insurance 4 exams 4 exams Course level – Intermediate Course level – Intermediate AU – Associate in Commercial Underwriting AU – Associate in Commercial Underwriting 3 exams 3 exams Course level – Intermediate Course level – Intermediate

Claims - AIC AIC– Associate in Claims AIC– Associate in Claims 4 exams 4 exams Course level – Intermediate Course level – Intermediate

INS and AAI INS – Program in General Insurance INS – Program in General Insurance 3 exams 3 exams Course level – Intermediate Course level – Intermediate AAI – Accredited Adviser in Insurance AAI – Accredited Adviser in Insurance 3 exams 3 exams Course level – Intermediate Course level – Intermediate

ARM and ARM-P ARM – Associate in Risk Management ARM – Associate in Risk Management 3 exams 3 exams Course level – Intermediate Course level – Intermediate ARM-P – Associate in Risk Management for Public Entities ARM-P – Associate in Risk Management for Public Entities 3 exams 3 exams Course level – Intermediate Course level – Intermediate

Chapter Contacts Mike Happe, President, Mike Happe, President, Royanna G. Carle, President-Elect, Royanna G. Carle, President-Elect, Gary Pasterik, Secretary, Gary Pasterik, Secretary, Paul G. Zerby, Board Member, Paul G. Zerby, Board Member,