march 2016 - dallas chapter cpcudallas.cpcusociety.org/sites/chp_dallas/files/cpcusociety...march...
TRANSCRIPT
The chapter started 2016 with our annual Past President’s Luncheon where
we recognize the contributions of our Past Presidents. Past President,
Debra Richardson, Director of the Risk Management program at UT Dallas
was the keynote speaker. Debra spoke about the creation of the new Risk
Management program at UT Dallas as well as the industry’s urgent need
for talent.
By current estimates, the industry faces a shortage of at least 400,000 jobs
due to the upcoming retirement of the baby boomer generation. This is an
enormous challenge and huge opportunity for the industry. The industry
needs to provide more support to both new and existing RMI programs to
produce enough qualified graduates to fill the industry’s talent needs.
President’s Note
March 2016 Dallas Chapter
The CPCU Society is a
community of insurance professionals who promote excellence through ethical behavior and continuing education.
Get Involved! The Dallas Chapter is
looking for volunteers.
Whether you want to
network with others or
further develop your
leadership skills, we’d
love to hear from you.
Email us or reach out at
the next luncheon
meeting to see how you
can get involved!
Inside this issue:
2016 Event Schedule 2
CPD Program 2
March Breakfast
Meeting 2
2016 Chapter Officers 3
May Luncheon Meeting 3
Gamma Iota Sigma
Chartering Ceremony 4
Dallas Chapter Meeting Pictures
5-6
03/02/2016
Visit us online:
http://dallas.cpcusociety.org
Jeff Ambrose
Chapter President
UT Dallas will be holding a chartering ceremony for the new Gamma Iota Sigma Beta Phi chapter on
Saturday, March 5th. Gamma Iota is a professional fraternity for students pursuing a career in Risk
Management and insurance. We hope chapter members are able to attend this important event to
network with the future of the insurance industry.
Our next meeting will be our annual Ethics Awareness meeting on March 15th. This meeting will be our
first ever breakfast meeting. Chapter President Jeff Ambrose will be the keynote speaker at the March
meeting. My presentation will focus on the importance of culture and environment in creating ethical
decision making.
Registration for the March meeting is open on our website.
While the chapter does not have an April event, members of the Dallas CPCU Leadership team will be
attending the CPCU Leadership Summit in San Antonio on April 14th through the 16th.
The chapter will also be participating in the IICF Associate Board’s 2nd Annual Cornhole Tournament on
April 17th. The Associate Board of the IICF (Insurance Industry Charitable Foundation) is a group of
young professionals which helps raise money for charity on behalf of the insurance industry (Chapter
President Jeff Ambrose is a board member). Last year’s event had a very solid turnout and raised over
$35K for charity.
Additional information regarding this important industry event can be found here The chapter is pleased to announce that Scott Uhl, SR VP of EWI Specialty Casualty E&S will be our
keynote luncheon speaker at our Joint Meeting with DFW RIMS on May 17th. Mr. Uhl’s presentation
will cover emerging D&O issues in the Energy Sector.
As always, please email me at [email protected] if you have any questions or suggestions for how we can serve our members better. We look forward to seeing everyone on March 15th
Best Regards,
Jeff Ambrose, CPCU [email protected]
Dallas Chapter President
Below is a list of upcoming events in 2016. Be sure to save the dates.
March 15: Ethics Breakfast Meeting, 8:30am - 10am
April: no meeting
May 17: Joint Luncheon Meeting with RIMS, 11:30am to 1:00pm
June 21: Luncheon Meeting, 11:30am - 1:00pm
July/August: no meeting
September: CPCU Social Event, Date TBD
October: CPCU Educational Symposium, Date TBD
November 15: Luncheon Meeting, 11:30am - 1:00pm
December 13: Luncheon Meeting, 11:30am - 1:00pm
Location: Prestonwood Country Club, 15909 Preston Rd, Dallas, TX Registration: Begins 15 minutes prior to the start time.
2016 Event Schedule
DALLAS CHAPTER
Page 2
March Breakfast Meeting Preview
Please join us on Tuesday, March 15 for our first ever breakfast meeting at the Prestonwood Country Club for
our annual Ethics Awareness meeting.
The meeting will start at 8:30 and end at 10:00am (Registration opens at 8:15)
The keynote speaker will be Chapter President Jeff Ambrose. Jeff’s presentation will utilize historical and re-
cent examples to outline the importance of environment and culture in defining personal ethics
Continuing Professional Development (CPD) Program
CPD recognizes professionals who keep their knowledge current and their skills sharp through
career-enhancing activities. By participating in this advanced program, you will set yourself apart as a
progressive CPCU® who is committed to lifelong learning.
Visit for more info: http://www.cpcusociety.org/education-events/continuing-professional-development-cpd
DALLAS CHAPTER
Page 3
Meet Your 2016 Chapter Officers
President: Jeff Ambrose, Kemper – [email protected]
President-Elect: Kristen Schmiedel, Liberty Mutual Insurance – [email protected] Vice President: Theresa Fabela, EWI Re, Inc. - [email protected] Secretary/Treasurer: Dan Thomas, Patterson & Associates - [email protected] Board Members:
Stephanie Doss, State Farm
Jane Damon, Willis of Texas
Wallace Eason, State Farm
Joyce Woodward, State Farm
Shellie Filkins, Fireman’s Fund
Anita Meurer, HUB International
May Luncheon Meeting Preview
Scott Uhl is Senior Vice-President of EWI Re, Inc.’s Specialty Casualty E&S division, a
wholesale and co-brokerage insurance intermediary with risk consulting capabilities.
Scott will be our keynote speaker at the Luncheon meeting on May 17. This will also be
our annual joint meeting with RIMS.
Watch for registration information in late April.
All Risk Management and Insurance (RMI) supporters are invited to attend this important event on Saturday, March 5 from 1:30pm to 3:30pm in the development of the new RMI program at the University of Texas at Dallas.
RSVP to Debra Richardson, Director @ 972-883-5038 or [email protected]
Gamma Iota Sigma Chartering Ceremony — March 5
DALLAS CHAPTER
Page 4
Chapter President Jeff Ambrose with UTD RMI Director Debra Richardson and UTD
RMI students at the February 25, 2016 CLM meeting covering Cyber Liability.
CPCU Society is an affiliate of The Institutes.
CPCU is a registered trademark of The Institutes.
DALLAS CHAPTER
Page 5
Debra Richardson CPCU, keynote speaker
Pictures from February Luncheon Meeting
2 new CPCU Designees Susan Jock; Sean Jordan
CPCU Society is an affiliate of The Institutes.
CPCU is a registered trademark of The Institutes.
DALLAS CHAPTER
Page 6
Past Dallas Chapter Presidents
Front Row-L to R: Jane Damon, Millie Workman, Bill Sleeper, Rob Olsen Back Row-L to R:
Debra Hale, Joseph Wilkerson, Bill Thornton, Bob Johnson, Richard Lautenslager, Tom
Glasson, Robert Ramsower, Debra Richardson, Hayden Pitman, Gene Farnsworth
More Pictures from February Luncheon Meeting
Debra with University of Texas at Dallas Students