Middle GA CPCU Chapter- June Luncheon Minutes
6/15/2017 11:30-1:00PM
Brickyard, Macon Georgia
Attendance: 26 members
Guest Speaker Eric Walker from the Bibb Co. Sheriff’s Department discussed reporting valid insurance information to the state database and the conflicts that can arise.
Due to this sensitive matter we had several special guests in attendance from Georgia Farm Bureau Insurance Companies:
Geri Powell, Executive Director of Business & Strategic Development
George Monk, Executive Director of Insurance Company Operations
Al Barnett, General Manager
Gina Stokes, Sr. Director of Underwriting
Gary Willis, Sr. Director of Claims
Jeremy Phillips, Sr. Claims Manager- Property
Old Business:
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April and May minutes are now available online for review.
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CPCU T-shirt orders due ASAP.We need to sell 30 to lock in the group $15 price.
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Expense policy approved by Chapter Governor/National Compliance Officer and is available to be emailed.
New Business
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The Regional Leadership Summit has been booked and will be attended by officers Denise, Tammy, Katie, Candi and Vicki. Summit is June 28-29 in Atlanta and the group will meet with our regional governor.
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21 out of 30 new designees from 2016 have renewed their chapter membership for 2017.We met our retention goal and received a deposit from National for $1,050.00.
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2017 recruitment goal is 54% and retention goal is 90%
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Katie Snow has volunteered to Chair 2017 P&C I-Day.First priority is a date and a venue. I-Day is an important event for our organization and many volunteers will be needed.Please see Katie if you are available to help in any capacity.
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Don’t forget that all CPCUs have to complete 24 hours of practice-oriented credits every two year, roughly an hour a month. If you matriculated prior to June 30, 2016 the initial reporting period is 4 years.Then every 2 years following.Does not apply to retired CPCUs.
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Next meeting is July 27th at The Brickyard.Guest speaker will be Sister Catherine Brown, DC Coordinator of Clinical Services with Daybreak.Daybreak is a day resource center offering individuals facing homelessness access to showers, telephones, computers laundry services, a medical clinic and case managers in Macon GA.
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Speaker has been confirmed for August as well.LaTonya Parker, Assistant Dean of Students for Diversity and Inclusion at Wesleyan College.
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Mike Lawrence is on the presentation committee for annual meeting and discussed possible sponsorship of $500 gifts for Ethics Committee workshop.Motion for $500 – motion approved
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Motion was made to agree to present DayBreak with a $500 donation at the end of their presentation at the July meeting/luncheon.
June 2017 Financials:
Date |
Type |
To and Description |
Amount |
Balance |
Cleared |
|||||
1/1/2017 |
Balance |
$9,177.25 |
||||||||
1/19/2017 |
1078 |
Buca di Beppo |
$0.00 |
$9,177.25 |
||||||
1/23/2017 |
Fee |
SERVICE CHARGES |
-$4.00 |
$9,173.25 |
x |
|||||
1/25/2017 |
Deposit |
Eventbrite- January Luncheon |
$15.00 |
$9,188.25 |
x |
|||||
1/26/2017 |
Deposit |
CPCU Society Credit |
$680.00 |
$9,868.25 |
x |
|||||
1/31/2017 |
Deposit |
January Luncheon |
$270.00 |
$10,138.25 |
x |
|||||
2/2/2017 |
1079 |
GFB- printing for I- Day |
-$36.67 |
$10,101.58 |
x |
|||||
2/3/2017 |
Deposit |
Cash remaining from I-Day |
$237.24 |
$10,338.82 |
x |
|||||
2/21/2017 |
Fee |
SERVICE CHARGES |
-$4.00 |
$10,334.82 |
x |
|||||
2/23/2017 |
1080 |
The Brickyard- February Luncheon |
-$503.54 |
$9,831.28 |
x |
|||||
2/27/2017 |
1081 |
Tammy Parker- flight reimbursement |
-$146.40 |
$9,684.88 |
x |
|||||
2/27/2017 |
Deposit |
February Luncheon |
$405.00 |
$10,089.88 |
x |
|||||
3/13/2017 |
Debit-K |
Walmart- table cloths for luncheon |
-$2.64 |
$10,087.24 |
x |
|||||
3/15/2017 |
Debit-D |
Walmart- misc for luncheon |
-$5.30 |
$10,081.94 |
x |
|||||
3/16/2017 |
Debit-K |
Mellow Mushroom |
-$253.08 |
$9,828.86 |
x |
|||||
3/21/2017 |
Fee |
SERVICE CHARGES |
-$4.00 |
$9,824.86 |
x |
|||||
3/22/2017 |
Deposit |
March Luncheon |
$375.00 |
$10,199.86 |
x |
|||||
3/22/2017 |
1082 |
Katie Snow- annual registration |
-$30.00 |
$10,169.86 |
x |
|||||
4/14/2017 |
Deposit |
CPCU Society Credit |
$1,335.00 |
$11,504.86 |
x |
|||||
4/18/2017 |
Debit-K |
Groome Transportation |
-$78.00 |
$11,426.86 |
x |
|||||
4/21/2017 |
Fee |
SERVICE CHARGES |
-$4.00 |
$11,422.86 |
x |
|||||
4/21/2017 |
Debit-D |
The Mandarin (April Luncheon) |
-$122.07 |
$11,300.79 |
x |
|||||
4/22/2017 |
Debit-K |
Hilton Baltimore- Tammy's room for Leadership |
-$682.62 |
$10,618.17 |
x |
|||||
4/24/2017 |
1083 |
Tammy Parker--reimbursement for Leadership |
-$302.11 |
$10,316.06 |
x |
|||||
4/28/2017 |
Deposit |
April Luncheon |
$195.00 |
$10,511.06 |
x |
|||||
5/8/2017 |
1084 |
CPCU Society -- Annual Representation Fee |
-$168.19 |
$10,342.87 |
x |
|||||
5/11/2017 |
1085 |
Vicki Shepard- RMH Meal |
-$15.57 |
$10,327.30 |
x |
|||||
5/11/2017 |
Debit-D |
Publix--RMH Meal |
-$7.66 |
$10,319.64 |
x |
|||||
5/16/2017 |
1086 |
Amy Kinn- RMH Meal |
-$16.32 |
$10,303.32 |
x |
|||||
5/22/2017 |
Fee |
SERVICE CHARGES |
-$4.00 |
$10,299.32 |
x |
|||||
5/23/2017 |
Deposit |
May Luncheon |
$285.00 |
$10,584.32 |
x |
|||||
5/23/2017 |
1087 |
The Brickyard- May Luncheon |
-$357.34 |
$10,226.98 |
x |
|||||
5/23/2017 |
1088 |
Max Montgomery- RMH Meal |
-$67.07 |
$10,159.91 |
x |
|||||
5/24/2017 |
Deposit |
Eventbrite- May Luncheon |
$15.00 |
$10,174.91 |
x |
|||||
5/24/2017 |
Deposit |
Tee Shirt Order 1 |
$214.00 |
$10,388.91 |
x |
|||||
6/19/2017 |
Deposit |
June Luncheon |
$390.00 |
$10,778.91 |
x |
|||||
6/21/2017 |
Fee |
SERVICE CHARGES |
-$4.00 |
$10,774.91 |
x |
|||||
6/26/2017 |
1089 |
The Brickyard- June Luncheon |
-$419.48 |
$10,355.43 |
x |
|||||
6/28/2017 |
Debit-K |
Del Frisco's Grille- dinner for regional meeting |
-$142.56 |
$10,212.87 |
x |
|||||
6/29/2017 |
Debit-D |
Westin Buckhead- room for regional meeting |
-$231.79 |
$9,981.08 |
x |
|||||
6/29/2017 |
Debit-D |
Westin Buckhead- room for regional meeting |
-$231.79 |
$9,749.29 |
x |
|||||
6/29/2017 |
Debit-D |
Westin Buckhead- room & parking for regional meeting |
-$309.79 |
$9,439.50 |
x |
|||||
Beg Balance |
$10,388.91 |
|||||||||
Credits |
$390.00 |
|||||||||
Debits |
$566.04 |
|||||||||
End Balance |
$10,212.87 |