Agenda Agenda for Spring Plann… · Agenda (Please Remember to Sign the Chapter Advisory Sign-In Sheet) • Introduction of new VP of Chapters – Allan Leonard • Introduction

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Insurance Accounting and Systems Association Chapter Advisory Committee

Spring Planning Meeting Sunday, March 18, 2018

8:00 a.m. - 11:00 a.m. Pointe Hilton Tapatio Cliffs Resort – Phoenix, AZ

Agenda

(Please Remember to Sign the Chapter Advisory Sign-In Sheet)

• Introduction of new VP of Chapters – Allan Leonard

• Introduction of Committee Members • Chapter Metrics

Heat Map Chapter Meetings – Liaisons Chapter Revitalization Update

o Florida Chapters – Rachel o Rocky Mountain – Karsten

Membership – Marti Rebate Program – expand to textbook sales? Refunds - Credit Card Charges Member vs Nonmember pricing for Chapter events

• Chapter Communications – Joanne Vote for Chapter Volunteer Excellence of the Year Award Marketing – John Harrington Social Media – Tina Spring Newsletter (April ?) – Sylvia Officer Handbook Officer Profiles – Cheryl Officer Calls – Tip

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o May 16, 2018 Officer Surveys

o March/April – COW topics/ideas National Rep Talking Points 2017-2018 Chapter Event Calendar Review

• Chapter Workshop – Tip

• Chapter Advisory Conference Calls - Monthly Schedule (4th Tuesday)

Tuesday, March 27, 2018 Tuesday, April 24, 2018

Calls to be held at: 12:00pm EST / 11:00am CST Dial in Number: 800-582-3014 Participant Code: 227324891 #

Chapter Volunteer Excellence of the Year Award Nominees

We received 20 nominations for 18 volunteers across 14 chapters. Nominee Nominator Chapter 1. Aaron Cooper Allan Leonard Show-Me 2. Brian Shanahan Julie Smith Indiana 3. Chad Stein Tip Tipton Land O Lakes 4. Cheri Schmidt Bill Rosenberger Northern California 5. Dennis Loveridge Kit Kovacs Central Illinois 6. Heather Taylor-Wagnon Brent Jones Texas 7. Jeff Mleziva Paul Rasimowicz Metro NY/NJ 8. Jerry Ravi Margaret Horn Metro NY/NJ 9. Kelly Lutinski Jin Jo Rocky Mountain 10. Kit Kovacs Brad Bertsch Indiana 11. Lane Miller Morgan Bauserman Carolinas 12. Mike Graham Tom McCormick Mid-South 13. Natalie Schoolcraft Dhammika Jayalath Ohio 14. Patty Warmbrodt Zach Gietl Show-Me 15. Rachel Perlmutter Gemma Halpin-Koch Sunshine 16. Rachel Perlmutter Jim Murphy Sunshine 17. Rachel Perlmutter Bob Ingham Sunshine 18. Rod Van Genderen Tim Flaherty Midwest 19. Shelia Hudson Tom McCormick Mid-South 20. Stephen Nikander Bill Rosenberger Southern California

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Previous Chapter Volunteer Excellence Award Winners

2004 Paul Rasimowicz 2005 Farooq Kahn (Carolina Chapter) 2006 Christopher Piela (NE Chapter) 2007 Forrest Mills (Mid-South Chapter) 2008 Don LaValley (Northeastern Chapter) 2009 Thad Hinnant (Northeastern Chapter) 2010 Michael Doody 2011 Billie Midgett-Gordon 2012 Karyn Spaude 2013 Ray Hazel 2014 John Sweeney 2015 Meg Dixon 2016 Cindy Boyle 2017 Kara Thome

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2017-2018 CHAPTER VOLUNTEER EXCELLENCE NOMINEE

Nominee: Aaron Cooper

Nominee’s Company: Brown Smith Wallace

Chapter: Show-Me

Standards that were met by Nominee: Demonstrated an effective way to increase Chapter membership, Demonstrated an effective way to increase Chapter meeting attendance, Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: Aaron has done an outstanding job leading the initiative to expand the area of coverage for the Chapter. Re-naming the St. Louis Chapter to the Show Me Chapter to include the central part of the state will pull in a significant amount of carriers and should strengthen the chapter as a whole. Aaron has made this happen while still planning both the Show Me Chapter and Central States Regional Chapter meetings. His positive attitude and leadership skills has proven to be a big part of keeping everyone engaged and on track as we work towards holding our summer and fall meetings.

Nominated by: Allan Leonard

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Nominee: Brian Shanahan

Nominee’s Company: Indiana Farm Bureau Insurance

Chapter: Indiana

Standards that were met by Nominee: Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting

Additional details to support Nomination: Brian has done an excellent job as President of the Indiana Chapter. The Indiana Chapter has increased its membership and interest over the last 3 years when the chapter had been dying off. Local meetings are held at a Company location and thus there are no meeting space costs allowing the chapter to pass down a decrease in cost to attend the meetings and additional interest in reviving the chapter. Brian is always enthusiastic and willing to give it his all in volunteering for IASA.

Nominated by: Julie Smith

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Nominee: Chad Stein

Nominee’s Company: Travelers

Chapter: Land O Lakes

Standards that were met by Nominee: Provided exceptional leadership to a task, process or meeting, Devised a more efficient way to perform a Chapter function

Additional details to support Nomination: Chad is currently the President of the Land O Lakes Chapter.

He has notably improved the process for which we plan and implement events for the Land O Lakes chapter. For example, he sends out an agenda prior to chapter planning conference calls and sends out an email after the calls to summarize what was discussed and identify responsibilities. This has enhanced accountability for the officers and the program committee members who plan chapter events.

He has also been an active participant on the quarterly chapter officer conference calls by sharing the chapter's experience and inquiring about what other chapters do.

During his term as president, he set goals to enhance social media presence and transfer the banking relationship from the chapter to National. Both of these goals have been attained and will provide the chapter the opportunity to increase attendance and enhance efficiencies.

Chad has utilized his collaboration skills by tapping into the chapter's past president's experiences and encouraging new ideas from new board members and program committee members.

With Chad's contributions, the Land O Lakes Chapter has become more efficient and more inclusive.

Nominated by: Tip Tipton

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Nominee: Cheri Schmidt

Nominee’s Company: California Mutual Insurance Company

Chapter: Northern California

Standards that were met by Nominee: Assisted a fellow Officer in meeting a crucial deadline, Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: Cheri has been member of the Northern California chapter board for several years. Cheri is always a contributor in board meetings. She is extremely dedicated and always enthusiastic. She has been one of the driving forces, each of the last couple of years in helping the Northern and Southern California chapters put on a successful regional event. This past December 2017, the regional realized attendance of about 130 with a well reviewed panel of presenters. Cheri took on the thankless task of coordinating speaker presentations, chasing and collecting speaker slides and bios. She also was responsible for coordinating the preparation and printing of programs which included session materials and information on all the vendors, speakers, and sponsors.

Nominated by: Bill Rosenberger

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Nominee: Dennis Loveridge

Nominee’s Company: State Farm Insurance Company

Chapter: Central Illinois Chapter

Standards that were met by Nominee: Central States Regional Conference, Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: I had the opportunity to get to know Dennis fairly well, when planning the 2017 Central States Regional Conference. As President of the host Chapter, the ultimate responsibility for the conference fell upon his shoulders.

While Dennis allocated the responsibilities, he had an interest in every detail and approached every situation in a positive manner. Through all the ups and downs inherent in the planning process, he maintained a dependably calm and collected manner. He was extremely approachable and very open to considering various ideas and opinions. Frankly, there were some challenges. Hurricane Irma turned northward, targeting the Eastern seaboard and casting doubt on our Keynote speaker’s ability to reach Central Illinois from South Carolina. Her potential absence was communicated on Sunday, as the Conference setup was already underway and people were starting to arrive! The Keynote was scheduled for Monday at 8:00am! Dennis was calm and, as always, optimistic. And, he was right. We all survived Hurricane Irma!

Dennis didn’t always play it safe. He swung for the fences. Since the prior year’s Conference had a great panel discussion of high-level executives, Dennis thought that having TWO panel discussions of high-level executives would be even greater! (quite frankly, corralling that many high-level executives and keeping them on the same page was a bit like herding cats, but Dennis was on it!) He was always appreciative of the hard work put in by so many others. Dennis shared all the glory and yet accepted responsibility for anything that was less than expected.

And thanks to the comfortable profitability of our Regional Conference, our combined Chapters have been able to increase our annual contribution to the IASA Scholarship Fund!

It was a real pleasure to volunteer with Dennis Loveridge.

Please note that I am with the Indiana Chapter, so my accolades are limited to only one responsibility held by Dennis, as President of the Central Illinois Chapter. I continue to be impressed and very grateful for our good fortune in having such wonderful IASA volunteers.

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Nominated by: Kit Kovacs


Nominee: Heather Taylor-Wagnon

Nominee’s Company: ITS Data Services

Chapter: Texas

Standards that were met by Nominee: Assisted a fellow Officer in meeting a crucial deadline, Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination:

Heather is a Past President having served last year as President of the Texas Chapter and a current board member.

I view Heather as my mentor helping me advance through the chapter. Heather is an outstanding leader keeping our Chapter on track and working with all Board members to produce the highest quality conferences we can produce.

She has an excellent working knowledge of the various chapter functions and was a guide and mentor to me and still is in helping me progress. Heather is patient and knows how to get the job done and keep a meeting on subject and moving to conclusion. A quality individual dedicated to the success of the IASA Texas Chapter

Nominated by: Brent Jones

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Nominee: Jeff Mleziva

Nominee’s Company: Deloitte & Touche

Chapter: Metro NY/NJ

Standards that were met by Nominee: Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: Jeff only recently started with the Metro NY/NJ Chapter in the past six months. Immediately, he showed interest in being a very active part of the chapter. While only a Board Member at Large, Jeff wanted to take the lead on setting up a new venue for our upcoming golf outing and seminar. The idea was floated to hold the event at Top Golf, a golf entertainment center, rather than a traditional golf course. He jumped into action and contacted the venue to get pricing and logistics. Within days, Jeff presented to the rest of the Board a good idea of how the event would work at the location and what the prices would be. He's been very responsive to getting answers to the questions about the event and ultimately got the contract finalized and signed quickly. Without Jeff's efforts, we would have never gotten this new idea off the ground so quickly, if at all. It's obvious after such a short time that Jeff's spirit and volunteerism is the type that's needed to take our chapter to the next level. I'm looking forward to continuing to work with him and to see what other new ideas he'll help to launch!

Nominated by: Paul Rasimowicz

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Nominee: Jerry Ravi

Nominee’s Company: EisnerAmper

Chapter: Metro NY/NJ


Additional details to support Nomination: Jerry has been the president of the Metro NY/NJ chapter for 3 years - a year longer than typical for our chapter. He stepped up because there was no one else available to take the helm that had not already held the position. Even though he is a partner at his accounting firm, he still finds the time to organize our meetings and keep us on track. He cares deeply about the quality of our meetings and does everything he can to help us get the sponsorships we need or to organize and moderate a session when we need a session moderator, and basically does whatever it takes to helps us be successful. He has been a dedicated and enthusiastic member of the Chapter, and will not be one that 'drops out of sight' after doing his stint as president. Jerry has been nominated in the past for this award (and come very close to winning), and definitely deserves the recognition.

Nominated by: Margaret Horn

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Nominee: Kelly Lutinski

Nominee’s Company: Pinnacol

Chapter: Rocky Mountain

Standards that were met by Nominee: Assisted a fellow Officer in meeting a crucial deadline, Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: We are trying to relaunch the Rocky Mountain Chapter. Kelly has the fun job of trying to herd a group of volunteers who are new to this process and who are trying to get through year end reporting. She's been good at scheduling our update meetings, sending reminders and task lists, and making sure we are somewhat on track for our soft launch. I appreciate Kelly taking a step up and doing all she can to support this launch.

Nominated by: Jin Jo

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Nominee: Kit Kovacs

Nominee’s Company: Federal Home Loan Bank of Indianapolis

Chapter: Indiana

Standards that were met by Nominee: Demonstrated an effective way to increase Chapter meeting attendance, Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: Kit always steps up to the plate. She rarely misses meetings and always is quick to volunteer for important tasks. She often provides great suggestions as well. The Indiana chapter would not be successful without her!

Nominated by: Brad Bertsch

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Nominee: Lane Miller

Nominee’s Company: Johnson Lambert

Chapter: Carolinas

Standards that were met by Nominee: Demonstrated an effective way to increase Chapter membership

Additional details to support Nomination: Lane Miller has served as the president of the Carolinas Chapter IASA for the past 2 years. The Carolinas Chapter puts on 2 conferences a year. Lane is heavily involved in the planning and has worked to manage the budget and increase attendance. Lane also ensures we have great speakers at the event

Nominated by: Morgan Bauserman

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Nominee: Mike Graham

Nominee’s Company: Plateau Insurance Company

Chapter: Mid-South

Standards that were met by Nominee: Provided exceptional leadership to a task, process or meeting

Additional details to support Nomination: Mike took the lead at the recent Mid-South Chapter conference in October. Mike was the Chapter president this year and took care of all of the plans for conference in Nashville. Mike had a great agenda and attendance was great and sponsorship was great. Mike was able to work his unique personality into the conference making it a fun event as well as educational.

Nominated by: Tom McCormick

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Nominee: Natalie Schoolcraft

Nominee’s Company: State Auto Financial Corporation

Chapter: Ohio

Standards that were met by Nominee: Assisted a fellow Officer in meeting a crucial deadline, Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting, Devised a more efficient way to perform a Chapter function

Additional details to support Nomination: Natalie was key to the success of Spring conference and she managed the key organizational responsibilities. In addition, she organized an outstanding pre-conference dinner with sponsors and chapter officers and helped coordinate the exhibitors. Overall, Natalie worked hard to make sure the events we organized are successful and inspired everyone of us despite the busy schedule she had.

Nominated by: Dhammika Jayalath

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Nominee: Patty Warmbrodt

Nominee’s Company: Tokio Marine HCC

Chapter: Show-Me

Standards that were met by Nominee: Assisted a fellow Officer in meeting a crucial deadline, Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting

Additional details to support Nomination: Patty continuously steps up the plate to help out the chapter. She has volunteered year after year to serve as an officer, and does so to help continue to ensure we are able to execute effectively on the IASA mission for Missouri. In addition, no matter what type of event that we are planning, you can count on her to be some part of the planning or execution phase, or both. We would be a much less successful chapter were it not for her passion and drive to continue to help propel us forward. It has been a privilege to get to know her and work with her the few years since joining the chapter, and I look forward to many more.

Nominated by: Zach Gietl

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Nominee: Rachel Perlmutter


Chapter: Sunshine


Additional details to support Nomination: Rachel volunteered to spearhead a joint Florida chapter conference. Her leadership and personality encouraged all committee chairs to get involved and work towards the common goal of forming on chapter in Florida. Rachel had never done anything like this before. For 2018, she will be the President of the newly formed Florida Chapter if IASA and we all look forward to working with her.

Nominated by: Gemma Halpin-Koch

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Chapter: Sunshine

Standards that were met by Nominee: Demonstrated an effective way to increase Chapter meeting attendance, Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: Rachel is a senior manager at Johnson Lambert specializing in audits of insurance companies. She consistently attended both local meetings of the Sunshine Chapter and the National Educational Meetings. In 2014, Rachel was elected to the board of the Sunshine Chapter. In that role she took charge of all aspects of our semi annual meetings. She consistently found new speakers including economists, motivational speakers, attorneys and even arranged to have members of the FBI speak to our Chapter about cyber security. Rachel was really was the glue that kept the SUnshine chapter running. But her most important contribution was doing the heavy lifting in arranging November's All-Florida IASA conference. The National Organization has for years wanted to explore having a centralized meeting with the goal of either revitalizing the dormant South Florida and Tampa chapters or creating an annual, centralized meeting. As you know, this meeting was a huge hit. The speakers were knowledgeable and relevant to the issues facing Florida insurers. The venue was great. Rachel participated on nearly every call, coordinated the hotel, found speakers, and most importantly made it happen.

Rachel is a very enthusiastic IASA member. She is likely to continue to become an even greater asset to the Organization. I am proud to nominate Rachel.

Thank you

Nominated by: Jim Murphy

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Chapter: Sunshine

Standards that were met by Nominee: Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: Rachel spearheaded our efforts to hold a Florida regional event with all three Florida chapters as part of our initiative to combine the 3 chapters into one. She demonstrated tremendous leadership and drive throughout the process and the event.

Nominated by: Bob Ingham

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Nominee: Rod Van Genderen

Nominee’s Company: Principal Financial Group

Chapter: Midwest

Standards that were met by Nominee: Demonstrated exceptional volunteer spirit, Provided exceptional leadership to a task, process or meeting, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: Rod is a crucial member of our board and we wouldn't have the successful conferences we do without his hard work and guidance.

Nominated by: Tim Flaherty

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Nominee: Shelia Hudson

Nominee’s Company: Southern Farm Bureau Life Insurance

Chapter: Mid-South

Standards that were met by Nominee: Assisted a fellow Officer in meeting a crucial deadline, Demonstrated exceptional volunteer spirit, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: Shelia consistently is one of the first ones to arrive at the meeting site and last one to leave to make sure everything is in order. She always goes above and beyond what is requested of her as she is always interested in making sure the chapter meeting is a good experience for vendors and participants alike.

Nominated by: Tom McCormick

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Nominee: Stephen Nikander

Nominee’s Company: Mercury Insurance Group

Chapter: Southern California

Standards that were met by Nominee: Demonstrated an effective way to increase Chapter meeting attendance, Assisted a fellow Officer in meeting a crucial deadline, Demonstrated exceptional volunteer spirit, Performed 'above and beyond' the requirements of their position

Additional details to support Nomination: Steve was the chapter Treasurer this past year. He was one of the more active volunteers on the chapter board. He was instrumental in the organization and execution of the California Regional Meeting in December 2017, particularly in his help to line up vendors. In his travels, he also visited other chapter meetings bringing those experiences to help benefit our chapter. He was very helpful in drumming up attendance to the Chapter's Sip and Paint networking event in the summer, bring in one large local company that had not attended chapter events in many years.

Nominated by: Bill Rosenberger

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Upcoming 2017-2018 Chapter Events 2017-2018 IASA Chapter Meeting Schedule

DATE CHAPTER LOCATION IASA REP. IASA GUEST7/27-28/2017 Texas Chapter Summer Conference 2017 Austin, TX Rod Travers8/16/2017 Carolinas Chapter Annual Conference 2017 Myrtle Beach, SC Allan Leonard8/21/2017 Southwestern Ohio Golf Outing 2017 Cincinnati, OH N/A8/24/2017 Georgia Chapter Summer Meeting 2017 Atlanta, GA N/A8/30/2017 Southern California Chapter Sip and paint Event Glendale, CA N/A9/11-12/2017 Central States Regional 2017 Normal, IL Ann Wiesler9/13-15/2017 Midwest Chapter Golf Outing & Fall Conference 2017 Blue Springs, MO Chuck Gunkel & Rod Travers9/13-15/2017 Combined Mid-Atlantic & Metro NY/NJ Meeting 2017 Atlantic City, NJ Margaret Horn9/20-9/22/17 Michigan Chapter Fall Conference Boyne Falls, MI Kelly Hornung (Chapter President)9/22/2017 Wisconsin Chapter Fall Conference 2017 Madison, WI TJ Jobke (Chapter Immediate Past President)9/29/2017 Utah Chapter Meeting Karsten Hatch10/16/2017 IASA Florida Regional Chapter Fall Conference Orlando, FL Ann Wiesler, Joseph Pomilia, Margaret McKeon,

Rod Travers, and Chuck Gunkel10/24/2017 Utah Chapter Luncheon N/A

10/29-31/2017 Mid-South Chapter Conference 2017 Nashville, TN Celeska Fredianelli11/8/2017 Desert States Chapter Conference 2017 Phoenix, AZ Louise Ziemann11/10/2017 Southwestern Ohio Fall Banquet 2017 Cincinnati, OH Jason Nickles11/16-17/2017 Northeastern Chapter Annual Conference 2017 Mystic, CT Chuck Gunkel11/17/2017 Pacific Northwest Chapter Annual Conference 2017 Seattle, WA Open11/17/2017 Texas Chapter Fall Conference Irving, TX Rod Travers11/17/2017 St. Louis Fall Luncheon St. Louis, MO Ann Wiesler11/20/2017 Ohio Chapter Fall Conference Columbus, OH Jason Nickles11/21/2017 Land O Lakes Chapter Fall Technical Update 2017 St. Paul, MN Chuck Gunkel, Margaret McKeon12/7/2017 CA Regional Meeting 2017 Glendale, CA Celeska Fredianelli12/8/2017 Utah Chapter Winter Meeting Salt Lake City, UT Karsten Hatch12/15/2017 Carolinas Winter Meeting 2017 Charlotte, NC Lane Miller (Chapter President)3/19/2018 Wisconsin Chapter Spring Conference 2018 Madison, WI Falls Monday after Spring Planning Meeting4/18/2018 Michigan IASA Spring Conference 2018 Novi, MI Chuck Gunkel4/23/2018 Mid-Atlantic Chapter Meeting 2018 Newark, DE Celeska Fredianelli4/26/2018 Central Illinois Chapter Conference Bloomington, IL Ann Wiesler4/26/2018 Midwest Chapter Spring Conference 2018 Blue Springs, MO Chuck Gunkel5/3/2018 Chicagoland Chapter Spring Conference 2018 Chicago, IL5/3/2018 Rocky Mountain Chapter Meeting (not officially on calendar) Denver, CO Ann Wiesler5/11/2018 Southwestern Ohio Spring Meeting 2018 Cincinnati, OH5/17/2018 Metro NY/NJ Educational Session & Golf 2018 Edison, NJ Celeska Fredianelli (tentative)5/17/2018 Indiana Chapter Meeting 2018 Indianapolis, IN5/22/2018 Land O' Lakes Spring Meeting 2018 St. Paul, MN6/11/2018 Land O' Lakes Chapter Ethics Training and Social Hour Minneapolis, MN6/12/2018 Show-Me Chapter Educational Session & Baseball Game 2018 St. Louis, MO8/22/2018 Carolinas Chapter Annual Summer Conference 2018 Myrtle Beach, SC Celeska Fredianelli9/10-11/2018 Central States Regional 2018 St. Louis, MO9/13/2018 Midwest Chapter Golf Outing and Fall Conference 2018 Ankeny, IA

Documents

Agenda Agenda for Spring Plann… · Agenda (Please Remember to Sign the Chapter Advisory Sign-In Sheet) • Introduction of new VP of Chapters – Allan Leonard • Introduction