February 15, 2012 joint meeting of the Greater Milwaukee Chapter - CPCU Society and the Wisconsin Chapter - Risk Management Society

Topic: Notable Developments in Insurance Coverage
Presenter: Quarles & Brady LLP
Place: Maggiano’s Little Italy
2500 N Mayfair Road, Wauwatosa, WI 53226-1409

Time:
11:30 A.M. Social Time
12:00 P.M. Luncheon followed by the program $30 for Nonmembers

Reservation deadline is February 10, 2012

Please reserve by printing, completing and sending this reservation form to:
John Vose, CPCU
C/O The Hanover Insurance Group
100 N. Corporate Dr., Ste. 110
Brookfield, WI 53045
Phone: 262.796.6743 FAX: 508.926.5719 email: jvose@hanover.com

November 2, 2011 Chapter leadership meeting minutes

September 28, 2011 Chapter leadership meeting minutes

August 11, 2011 Chapter leadership meeting minutes

November 17th All-Industry Day
Our chapter's 60th Anniversary celebration includes morning CE and a noon luncheon program at the Italian Conference Center at 631 East Chicago Street in downtown Milwaukee.


7:30–8 a.m. CE registration
8–11:35 a.m. CE Workshop

Arson and the Insurance Contract
Presented by R. Bryan Tilden, CPCU, CIC, CLU

CE registration is at the Society's website along with additional details.


11:30 A.M. Social Time
12:00 P.M. Luncheon followed by the program

Featured Speakers:
Ted Nickel, Wisconsin Insurance Commissioner
Peter Miller, President and CEO, The Institutes
David Medvidosfsky, CPCU Society Vice-President

Cost: $40.00 per person or $400 for a table of ten
(Chapter past Presidents and New Designees: No Charge)

Donations of nonperishable food or cash to benefit the Hunger Task Force will be accepted.

Luncheon reservation deadline is November 11, 2011. You can reserve:
Online and pay by credit card via Acteva; or
By completing this reservation form and mailing, emailing or faxing with your check to:

John Vose, CPCU
C/O The Hanover Insurance Group
100 N. Corporate Dr., Ste. 110
Brookfield, WI 53045
email: jvose@hanover.com
FAX: 508.926.5719 Phone: 262.796.6743

August 8th-December 1st CPCU 540 - Finance and Accounting for Insurance Professionals, Thursdays 4:45 p.m. to 6:00 p.m.
Instructor: Amy Campbell, CPCU
Location:
R & R Insurance Services
1581 E. Racine Ave.
Waukesha, WI 53186

Contact: Julie Liebelt, CPCU 262-953-7219

Class Fee: $120 if at least 15 students, $160 if 14 or fewer.

Registrations is due no later than August 4th, 2011. To attend please complete the registration and email to Julie Liebelt at Julie.Liebelt@rrins.com. After the deadline, she will notify registrants of the amount to bring on the first day of class.

May 20, 2011 Third annual Brewer game and tailgate party!
WHO? CPCU’s, their significant others and families
WHAT? A Milwaukee Brewers game with tailgate preceding
WHERE? Miller Park, Milwaukee
WHEN? Friday May 20th, Brewers vs. Colorado Rockies, game time 7:10 p.m., tailgate starts at 5:00 p.m., chapter will provide food and (non-alcoholic) drinks.
COST? $15.00 per ticket (regular price $20.00). The chapter has purchased 60 tickets-first come first served. Purchase tickets with credit card payment at Acteva.

Any questions please contact:
Gary Redlinger, CPCU, at (262) 241-3794 or by email; or
Tim O’Brien, CPCU at (262) 446-8038 or by email

May 18, 2011 Annual Meeting and Installation of Officers at Miller Park (Yount Room), One Brewers Way, Milwaukee. Social Time 11:30 a.m., Lunch 12:00 Noon; featured speaker Andy Franken, Wisconsin Insurance Alliance. Register by May 13th, via Acteva (credit card payment) or by printing and completing the registration form and mailing with your check.

February 14th to May 9th CPCU 500 Foundations of Risk Management and Insurance and Ethics 312 (Ethics Requirement)

Instructor: Amy Campbell, CPCU

Class Dates and time: Mondays, February 14, 2011 – May 9, 2011, 4:30pm to 5:45pm

Location: United Heartland 15200 West Small Road New Berlin, WI 53151

Class Fee: $120 per student

Class Registrations will be due by February 10, 2011. To register please complete and e-mail the registration to Andrew Blaugh CPCU by February 10th. You can also email him with any questions or call him at 262-787-7790

February 9th Joint Meeting with RIMS

Patrick Nolan of Quarles and Brady will present "Wisconsin Insurance Coverage Law - Annual Update"

Maggiano's Little Italy, 2500 North Mayfair Road, Wauwatosa, WI 53226-1409 (414) 978-1000

More information and registration

Nov 11th All-Industry Day

You are invited to attend our 2010 All-Industry Day luncheon at the Italian Conference Center, Milwaukee. Our featured speaker is Representative Jim Ott of the 23rd Assembly District. Formerly a longtime broadcast meteorologist with WTMJ, he will speak on global warming. John R. Kelley, CPCU, of Employers Mutual and our Governor at the national CPCU Society, will confer the CPCU designation on our newest designees. Social Time begins at 11:45 a.m., followed at 12:15 p.m. by the Luncheon Program.

You can register online with credit card or register by mail and pay by check.

At the luncheon will will also accept donations of non-perishable food items, or cash, for the Hunger Task Force.

(The morning CE Workshop will not be held due to too few registrants)

CPCU 553 Survey of Personal Risk Management, Insurance, and Financial Planning will be held August 16, 2010 to December 6, 2010, Mondays, 4:30-5:30 p.m. at United Heartland, 15200 West Small Road, New Berlin. The Instructor is Amy Campbell, CPCU. More information can be found on the registration form. Register no later than July 28th.

CPCU 552 Commercial Liability Risk Management and Insurance will be held Thursdays, 4:45-6:00 p.m. August 12, 2010 through December 2, 2010 at R & R Insurance Services at 1581 East Racine Avenue in Waukesha. The Instructor is Amy Campbell, CPCU. More information can be found on the registration form. Register no later than August 5th.

May 14th Brewer Game and tailgating, with Dairyland Chapter

WHO? CPCU’s, their significant others and families

WHAT? A Milwaukee Brewers game (against the Phillies) with tailgate preceding

WHERE? Miller Park, Milwaukee

WHEN? Friday May 14, 2010. Tailgate starts at 4:00 p.m.. Game starts 7:10 p.m..

COST? $14.00 per ticket (regular price $20.00). The chapter will provide food and (non-alcoholic) drinks.

Tickets will be available through May 7, 2010 and mailed. We expect to be told the tailgate location (Uecker or Yount lot) the day before and will email you.

HOW? First, Purchase tickets and order food and beverages at Acteva.

Then, return here to our chapter website and use the seat selection spreadsheet. ("M" seats are for Dairyland Chapter, numbered seats for Greater Milwaukee, "X" seats have already been selected.) UPDATE: Note the Row and Number of your preferred seats and an alternate set and send this information in an email to Gary Redlinger at gjrkmr@wi.rr.com.

QUESTIONS? contact: Gary Redlinger, CPCU (262) 241-3794 gjrkmr@wi.rr.com or
Tim O’Brien, CPCU (262) 446-8038 Timothy.OBrien@IndianaInsurance.com

Hope we see you there!

P.S. It's 1970s Retro Pennant Night. The first 10,000 kids 13 and under will receive a Pennant featuring the Brewers Barrel Man logo.

May 6th Chapter Annual Meeting and Installation of Officers, with featured speaker Douglas J. Holtz, CPCU, 2009-2010 CPCU Society President

Place: Miller Park, the Uecker Room

Time: 11:30 a.m. Registration and Social Time Noon Lunch and Program

Reserve by April 30th at Acteva, with credit card payment.

April 16, 2010 Blues Fest 8 pm to Midnight at Long Wong's, 5230 West Bluemound Road. Our Chapter's 12th Annual Blues Fest features Chicago's Rockin' Johnny Burgin, Taildragger and Vernon Harrington. All proceeds benefit Variety - The Children's Charity of Wisconsin. Read how you can also make an additional donation.

Greg Loyda, long an active member of our chapter, died March 26, 2010 at age 47. He was an Assistant Regional Vice President with Hanover Insurance. Before that, he had worked 21 years for West Bend Mutual.

March 17, 2010 Leadership and Ethics — The Power to Succeed

Attend a CPCU Society Workshop in Milwaukee!

Presented by the CPCU Society and the Greater Milwaukee Chapter

This workshop is approved for four (4) ethics credits in the states of Wisconsin, Illinois and Texas. CPCUs will be awarded four (4) continuing professional development (CPD) points.

Register online, or mail or fax the completed registration form to the CPCU Society.

When:
Wednesday, March 17, 2010
Registration: 8–8:30 a.m.
Workshop: 8:30 a.m.–12:05 p.m.

Where:
Maggiano’s
2500 North Mayfair Road
Milwaukee, WI 53226
(414) 978-1020

Cost:
CPCU Society members: $99
Nonmembers: $109
The registration fee for the workshop includes all workshop materials, and Continental breakfast.

February 10th Joint meeting with RIMS at Maggiano’s Little Italy (at Mayfair Mall), 2500 North Mayfair Road, Wauwatosa

Registration and Social Time begins at 11:30 a.m. followed by a noon lunch.

Deputy Commissioner of Insurance Kim Shaul will speak on "Current Issues in the Insurance Industry"

There is online registration paid by credit card or mail-in registration paid by check

ANNOUNCING ON-SITE CPCU CLASS

Course: CPCU 551 – Commercial Property Risk Management Insurance

Class Date: February 1st 2010 – June 6th 2010

Instructor: Amy Campbell, CPCU

Time: Mondays 4:30pm to 5:30pm

Location: United Heartland 15200 W. Small Rd New Berlin, WI 53151

Contact: Andrew Blaugh 262-787-7790

Class Fee: $120 if participation exceeds 15 students $160 if participation is 14 or fewer

• Class Registrations will be due by February 1, 2010. To register please e-mail your registration to: Andrew.Blaugh@Unitedheartland.biz

• Andrew will communicate participation numbers and send an email as to the appropriate class fee amount, which you can bring with you on the first day of class.

• If you have questions, please contact Andrew Blaugh.

Please pass this information on to future CPCU candidates.

Our chapter has received the 2009 CPCU Society Circle of Excellence award at the Gold level of recognition.

Our chapter is sponsoring two live classes this fall. Please see the Calendar in the left sidebar for links to registration forms and forward this information to persons in your office who maybe interested in taking a class.

Special thanks to United Heartland and R&R Insurance services for hosting these classes.

April 17th Our annual BluesFest fundraiser for Variety - The Children's Charity of Wisconsin This year, we are challenged to raise $3,000.00 which will allow us to purchase a Convaid stroller, a lightweight and portable push chair that can fold like an "Umbrella stroller," and can be customized with comfort and safety features for an individual disabled child's needs. Insurance does not cover the expense of these strollers. That's where Variety steps in and you can help out. Besides attending the event, consider an individual sponsorship, or a sponsorship by your employer. You will find details on the sponsorship form. Marlys Maciona of our chapter's Good Works Committee is scheduled for an interview about the event on WMSE Friday, April 10, 2009 at 4:00 p.m.. John Primer and the Real Deal Blues Band will be on WMSE at 4:30 p.m. the day of the event.

March is Ethics Month!

Luncheon Meeting: Wednesday, March 18, 2009
Only $5 for CPCU Members!
Featured Speaker: Andy Franken, President, Wisconsin Insurers Alliance

DATE: Wednesday, March 18, 2009
TIME: 11:30 social; 12:05 luncheon with speaker to follow
PLACE: Maggiano’s Little Italy
2500 North Mayfair Road, Wauwatosa, WI 53226-1409
Phone: (414) 978-1000
COST: $5 for CPCU members, $25 for nonmembers
SPEAKER: Andy Franken, President, Wisconsin Insurance Alliance
TOPIC: Under the Dome: Insurance Policy and Politics

Please make your luncheon reservations by Wednesday, March 11, 2009. You may register on line and pay by credit card.
Or
You may also print and mail this registration form, with your check payable to the "Greater Milwaukee Chapter – CPCU Society" to:
CPCU Society of Greater Milwaukee
c/o Randy Schubert Liberty Mutual Insurance
PO BOX 245037
Milwaukee, WI 53224

Morning Educational Seminar, same date and location:
Course: Ethics and the Insurance Leader: Forging a High Values Culture
TIME: 8:30 a.m. to 12:05 p.m. (check-in at 8:00 a.m.)
CE Credits: Course will be filed in Wisconsin and Illinois
Details and online registration

Our February Meeting was our annual joint meeting with the Risk and Insurance Management Society (RIMS), held February 11th at Maggiano's Little Italy - Mayfair. Mark Torinus spoke on Think Insurance, an education initiative of the Wisconsin Foundation for Independent Colleges - Insurance Education Consortium, and on upcoming week-long workshops and opportunities to volunteer for presentions at those workshops.

Dr. Robert P. Hartwig, CPCU, President, Insurance Information Institute (I.I.I.) was the featured speaker at our chapter's 42nd Annual All Industry Luncheon, November 12, 2008. He spoke on the Financial Crisis and the Future of P/C Insurance: Challenges Amid the Global Economic and Regulatory Storm, and has provided his outline in PowerPoint and pdf formats.

Our chapter welcomes its newest CPCU designees and the first for the 2008-09 year, Alan J. Meyer of Acuity, and Megan Seefeldt of Liberty Mutual Insurance Company.

Chaptergram October 2008. Submit items for the next issue to Chris Zwygart.

Chaptergram June 2008.

Chaptergram March 2008

Sign up by February 5th for CPCU 540 classes, taught by Amy Campbell CPCU, Mondays 4:15-5:30 p.m., February 11-June 2, 2008 at United Heartland in New Berlin.

CPCU Society Center for Leadership Courses in Wisconsin are being presented by the Greater Milwaukee Chapter. Each course has been approved for 4 CE credits in Wisconsin and for four (4) continuing professional development (CPD) units by the AICPCU. Register online using the linked dates below, or mail or fax the completed registration form [pdf] to the CPCU Society.

Strategic Thinking: 8 a.m. – 12:05 p.m. Strategic Planning: 12:30 – 4:35 p.m. Dates and locations:

January 22, 2008 Country Springs Hotel and Water Park Conference 2810 Golf Road Pewaukee, WI 53072

January 23, 2008 ACUITY Insurance Headquarters 2800 South Taylor Drive Sheboygan, WI 53081

Each course has been filed for CE credits in Illinois. Courses filed by the CPCU Society are typically approved, but it is possible that this course may be rejected and no credit will be given in Illinois. Please call (800) 932-2728, ext. 2767 for updated information.

December 2007 Chaptergram [6 pp. pdf]. Submit items for the next issue to Chris Zwygart.

The CPCU Society - Greater Milwaukee Chapter's next event is as a joint sponsor of the Civil Trial Counsel of Wisconsin Winter Conference - "Peace Through Strength - Using Innovative Litigation Techniques to Beat Back the Opposition".

The event is December 7, 2007 at the Milwaukee Marriott West.

The full day cost for non-attorneys is $100 and includes lunch for a day filled with excellent educational opportunities.

Please take time to review the attached brochure [pdf] and register today to attend the CTCW Winter Conference.

Program highlights: - Experts Make them Earn Their Money: Todd M. Weir, Esq., Otjen, Van Ert & Weir, SC - Emerging Issues Facing Insurance Legal Departments A View from In-House Counsel Matthew S. Morrison, General Casualty Insurance, Bernard T. McCartan, American Family, Rollin E. Krafft, West Bend Mutual Insurance - The Discovery Process Keeping Ethics at the Forefront, Kevin Ferguson, Esq., American Family - Adjusting Chiropractic Treatment Under Hanson, Tom M. Devin, Esq., Hostak, Henzl & Bichler, SC - 2007 Torts Update, James M. Fredericks, Esq., Borgelt, Powell, Peterson & Frauen, SC - Ethics in Evidence: A Delicate Balancing Act, Anthony D. Conlin, Esq., Peterson, Johnson & Murray, SC

Mark H. Ewert, CPCU, CIC 2007-2008 President CPCU Society Greater Milwaukee Chapter

September 2007 Chaptergram [9 pp. pdf]. Submit items for the next issue to Chris Zwygart.

CPCU 520 is being offered 8-13-07 to 12-03-07 (Mondays), 4:15 pm to 5:30 pm, at United Heartland Insurance, New Berlin, Wisconsin. The instructor is Amy Campbell. For morei information, contact Brian Gilman 414-577-2397.

July 2007 Chaptergram [6 pp. pdf]. Submit items for the next issue to Chris Zwygart.

July 3rd Betsey Brewer wrote to tell us,

I am pleased to announce that the Greater Milwaukee Chapter has earned the 2007 CPCU Society Circle of Excellence. Your chapter has qualified for the Gold level, the highest category of achievement in this comprehensive program! Congratulations!

Chapter officers 2007-2008 sworn in by Betsey Brewer

May 2nd Blues Fest (our annual Good Works fundraiser) was held at Long Wong's, 5230 W. Bluemound Rd., Milwaukee, featuring Steve Cohen, Jim Liban, Greg Koch, Jimi Schutte, and Kurt Koening.

April 18-21 Our Chapter was among those sponsoring the 2007 Leadership Summit at Rosen Shingle Creek resort in Orlando, Florida.

March 9th James R. Jones, CPCU, lead a Continuing Eductation morning session on "Ethical Decision Making for Insurance Professionals" followed by a luncheon. He is pictured, center, with chapter leaders.