Greater Milwaukee Chapter Officer and Committee Chair Descriptions
President
- Direct chapter board and general meetings.
- Monitor progress of chapter goals and objectives.
- Work with Chapter Governor and national headquarters to communicate members’ needs.
- Write quarterly newsletters/chapter grams to send to chapter.
- Serve as a liaison between the national organization and the local chapter.
- Network with other chapter presidents.
- Organizes and assists with planning member events.
Vice-President
- Arrange for a local conferment with national to recognize new designees.
- Direct the committees and board in Circle of Excellence submissions.
- Serve as substitute for the chapter president as needed.
- Chair the nominating committee.
- Direct the CE programs.
- Organizes and assists with planning member events.
Treasurer
- Meet with the outgoing chapter treasurer to review all financial records.
- Work with the chapter board of directors to establish the chapter budget.
- Keep official records such as the IRS application for exempt status, IRS exempt determination, Federal Tax ID number, general ledger, and tax returns (at least four years).
- Monitor budget progress and provide periodic reports.
- Manage cash in accordance with chapter procedures. This includes depositing dues and other revenues.
- File tax return annually.
- Organizes and assists with planning member events.
Secretary
- Attend all chapter meetings.
- Keep permanent meeting minutes.
- File important documents such as the chapter certificate of insurance.
- Organizes and assists with planning member events.
Director
- Attend board meetings and provide input on Chapter activities.
- Assist where additional help is needed on committees, I-Day, monthly meetings.
- Gain exposure/background for possibly moving into other chapter leadership positions.
Membership Task Force Chair
- Maintain the chapter roster of members.
- Emphasize the value of Society membership to chapter members.
- Recruit all nonmember CPCUs.
- Assist board in maintaining active participation of all current chapter members.
- Attend membership workshops or other Society training.
Candidate Recruitment and Development Task Force Chair
- Maintain a current active candidate and prospect list, and coordinate with others CPCU Society Chapter Leader Guide 15 to be sure mailing lists are updated annually.
- Understand and stay current of CPCU and IIA programs to attract new candidates and encourage existing candidates to continue.
- Maintain accurate records of candidate recruitment and development activity during the year.
- Promote the Society’s candidate membership.
New Designee Task Force Chair
- Promote benefits of Society membership such as continuing education, professionalism, and networking.
- Assist chapter board in recognition activities such as local conferment or welcome reception.
- Distribute information and serve as a contact point for questions from new designees.
- Encourage new designees to attend meetings and become active members of the chapter.
Education Task Force Chair
- Schedule chapter meetings and arrange for speakers.
- Schedule and arrange for a variety of educational seminars.
- Schedule CPCU/IIA classes as required.
Visibility Task Force Chair
- Establish and direct the grass-roots campaign committee.
- Publicize chapter meetings and programs, special events, new designees, and Community Good Works programs in local media and industry press.
- Direct the chapter website information.
- Direct the production of the chapter gram.
- Coordinate the chapter’s speaker’s bureau.
Research Task Force Chair
- Develop research topics.
- Recruit chapter members to participate.
Information Technology Task Force Chair
- Implement and establish chapter database.
- Establish procedures to coordinate with chapter board and national to keep database information up to date.
Web Master
- Serve as liaison to national for providing information for website.
- Establish procedures to coordinate with chapter board on posting information.
- Coordinate the programs to deliver and serve member needs.
- Research and make recommendations on links to other organizations’ websites.
Chapter Interest Group Liaison
- Serve as a liaison to the national interest group committees.
- Be knowledgeable and inform members of the 14 interest groups.
- Develop interest group programs as requested.