Breakfast of Breakfast of ChampionsChampions

CPCU Champions - MN CPCU Champions - MN ChapterChapter

February 10, 2010February 10, 2010

Mendakota Country ClubMendakota Country Club

Champion Mission Champion Mission StatementStatement

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

The Role of a ChampionThe Role of a Champion

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

Champion Role - Champion Role - FacilitatingFacilitating

Two way communication Two way communication between the Society, your between the Society, your employer, local chapter, AICPCU employer, local chapter, AICPCU and the insurance community.and the insurance community.

Help the MN Chapter meet Help the MN Chapter meet its goalsits goals

Connections visitsConnections visits

Champion Role - Champion Role - PromotingPromoting

Encouraging others to pursue Encouraging others to pursue the CPCU designation. the CPCU designation. “Champion” the cause of the “Champion” the cause of the CPCU Society.CPCU Society.

Chapter eventsChapter events Visibility of the CPCUVisibility of the CPCU

Champion Role - ServingChampion Role - Serving

Get involved!Get involved! Liaison Assisting othersAssisting others ParticipationParticipation

Shared GoalShared Goal

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

A Few Champion Facts…A Few Champion Facts…

The term in open-endedThe term in open-ended The time commitment is flexibleThe time commitment is flexible No travel requiredNo travel required Connections visitsConnections visits The The Executive QuarterlyExecutive Quarterly

Benefits of being a Benefits of being a ChampionChampion

RecognitionRecognition Visibility within Company and Visibility within Company and

CommunityCommunity AccessAccess

To Society resources and CEO To Society resources and CEO publicationspublications

Involvement Involvement Flexible time commitmentsFlexible time commitments NetworkingNetworking

Leadership experienceLeadership experience

MN CPCU ChapterMN CPCU Chapter

What is your perception of the CPCU What is your perception of the CPCU “brand”?“brand”?

Of the roles that our Chapter performs – Of the roles that our Chapter performs – which is of the greatest value to you and to which is of the greatest value to you and to your organization?your organization?

What can our Chapter do better, or more of What can our Chapter do better, or more of to serve you? What are improvement areas to serve you? What are improvement areas for our Chapter?for our Chapter?

Thoughts/ideas you have pertaining to being Thoughts/ideas you have pertaining to being a CPCU Champion…and CPCU in general.a CPCU Champion…and CPCU in general.

Institute ProgramsInstitute 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 Risk management (INS, ARM, ARM-P

and CPCU)and CPCU) Many are three course programsMany are three course programs Highly specializedHighly specialized

CPCUCPCU

Chartered Property Casualty Chartered Property Casualty UnderwriterUnderwriter

Very recognized and respected Very recognized and respected credential in credential in our industryour industry

Over 65,000 designeesOver 65,000 designees 28,000+ are members of the CPCU 28,000+ are members of the CPCU

Society Society Education, experience and ethicsEducation, experience and ethics

CPCU - continuedCPCU - continued

ExamsExams Eight examsEight exams Course level – Intermediate and Course level – Intermediate and

AdvancedAdvanced 30-35 questions - Short answer 30-35 questions - Short answer

essayessay Pro-metric or Onsite testingPro-metric or Onsite testing

Value of CPCUValue of CPCU

91% of CPCU designees saw an increase in 91% of CPCU designees saw an increase in job opportunities job opportunities

74% of program completers received 74% of program completers received promotions within 2 years promotions within 2 years

86% of designees saw an increase in their 86% of designees saw an increase in their job security during organizational job security during organizational transitionstransitions

99% of CPCU program completers say 99% of CPCU program completers say earning the designation helped them earning the designation helped them prepare for their long-term career goalsprepare for their long-term career goals

* Results from Institute survey – late 2008* Results from Institute survey – late 2008

CPD – Continuing CPD – Continuing Professional DevelopmentProfessional Development

Co-sponsored by the Institute and Co-sponsored by the Institute and the Societythe Society

Earn CPD pointsEarn CPD points Commitment to life-long learningCommitment to life-long learning Give back through:Give back through:

InstructionInstruction Research/authorshipResearch/authorship MentoringMentoring

API and AUAPI and AU

API – Associate in Personal API – Associate in Personal Insurance Insurance 4 exams4 exams Course level – Intermediate Course level – Intermediate

AU – Associate in Commercial AU – Associate in Commercial UnderwritingUnderwriting 3 exams3 exams Course level – Intermediate Course level – Intermediate

Claims - AICClaims - AIC

AIC– Associate in Claims AIC– Associate in Claims 4 exams4 exams Course level – Intermediate Course level – Intermediate

INS and AAIINS and AAI

INS – Program in General Insurance INS – Program in General Insurance 3 exams3 exams Course level – Intermediate Course level – Intermediate

AAI – Accredited Adviser in AAI – Accredited Adviser in InsuranceInsurance 3 exams3 exams Course level – IntermediateCourse level – Intermediate

ARM and ARM-PARM and ARM-P

ARM – Associate in Risk ARM – Associate in Risk Management Management 3 exams3 exams Course level – Intermediate Course level – Intermediate

ARM-P – Associate in Risk ARM-P – Associate in Risk Management for Public EntitiesManagement for Public Entities 3 exams3 exams Course level – Intermediate Course level – Intermediate

Chapter ContactsChapter Contacts

Mike Happe, President, Mike Happe, President, mike.happe@sfmic.com

Royanna G. Carle, President-Elect, Royanna G. Carle, President-Elect, rcarle@berkleyrisk.com

Gary Pasterik, Secretary, Gary Pasterik, Secretary, gary.pasterik@wnins.com

Paul G. Zerby, Board Member, Paul G. Zerby, Board Member, paul.zerby@aonbenfield.com