APPLACHIAN STATE SHADOW Save the Date – DAY – NOVEMBER 10 The Chapter will be conducting Shadow Day for students at Appalachian State on Wednesday, November 10. This is an Risk Forum ‘99 opportunity for students at App States Insurance and Risk Management program to spend a day with an insurance professional to get a “real-world” look at our industry. It’s also an opportunity for member employers to meet a possible future MANAGING employee or intern. We estimate about 20 students will be participating and are seeking sponsors for this event. If you are interested in helping make this event the success that it has been ENTERPRISE RISK the past few years, please call Jeff Stengel at 536-6230 extension 6415 or Tim Gray at the same number extension 6517. Come hear key industry professionals “Restlessness is discontent and discontent is the first necessity at discuss how leading edge companies are progrress.” –Thomas Eawon changing the way they view and manage financial, operational, hazardous and “If you want to test your memory, try to recall what you were strategic risks! worrying about one year ago today.”, –Rotarian “Everything is funny as long as it is happening to someone else.” November 16, 8:30 - 1:30 –Will Rogers Charlotte Convention Center Enrollment information (704) 343-4753 Sponsorship information (704) 343-4753 BULK RATE U.S. POSTAGE PAID CHARLOTTE, NC PERMIT NO. 137 Charlotte Chapter of CPCU P.O. Box 560743 Charlotte, NC 28256-0743 www.cpcucharlotte.com OCTOBER 1999 P R E S I D E N T ’ S C O R N E R A WINNING Kristen Smith (State Farm), Tom Snider (Liberty Mutual), and Karen Taylor (Hartford). We recently honored this group with a luncheon at Myers Park Country Club. I thank Ray Tedder, TRADITION CPCU, Liz Boulware, CPCU, and Penelope Alford, CPCU for coordinating the successful event. Like any organization, new talent is critical to continuing our winning ways. I urge each of Taishen (Tosh) Siao, CPCU you to stay involved. We need the contributions of each new designee more than ever. Looking towards November, the BIG event is the Risk Forum As I write this column, the CPCU Society’s 1999 Meeting and ‘99. This year’s event (normally name the Insurance Forum) Seminars is coming up next week in Boston. having spent several examines the topic of Enterprise Risk. Enterprise Risk is a hot school years in New England, fall is one of my favorite times of topic amongst not only insurance and risk management the year. The leaves turn into a sea of bright colors and the cool practitioners, but also the financial and legal areas. Dan weather make it a welcome change from the hot summer. This McGarvey, CPCU, our Risk Forum Committee Chair, has year is especially notable because my favorite baseball team, the assembled an outstanding schedule of presentations. The Risk New York Mets, has finally made the National League playoffs. Forum ‘99 is a rare opportunity to interact with these leading I am sure that Boston will also be buzzing with excitement since experts in an emerging field. Because of the multi-disciplinary the Red Sox are making a run of their own in the American nature of Enterprise Risk, we expect to have a significant number League playoffs. of attendees who are outside of the insurance industry. Dan’s efforts in publicizing the Forum have been extensive. You should Although the Mets and the Sox have not won much until have received several mailings announcing the event. Please help recently, the Charlotte Chapter has always enjoyed a winning us prepare for the event by registering now. You can register by tradition. This is particularly true at the Annual Meeting and mail or go to our Chapter website, www.cpcucharlotte.com On Seminars (the annual “Convention”). Throughout the three-day the website, simply click on the calender button and click again convention, numerous activities are planned to exchange ideas on the Risk Forum ‘99 date of November 16, 1999. The and compare notes with other CPCUs. Other chapters look to registration fee is only $35, which is a terrific buy for the Charlotte for suggestions and recommendation. On the final day, educational and networking opportunities. If your company has when the Gala Awards Banquet is held, Charlotte is always sponsored the Insurance Forum before, please renew that pledge recognized as one the top Chapters. Last year, Charlotte was a quickly by calling (704) 343-7371. finalist in the President’s Award in the “Large Chapter” category. I know that we will maintain our winning tradition when the Lastly, in September’s President corner, I touted the capabilities 1999 Society’s Awards are handed out. While the Society’s of our new website. I apologize that the site address was omitted, Awards are given out only once a year, we need to remind which is www.cpcucharlotte.com. Over the next few months, I ourselves of the team effort from our local chapter members who will provide more tips on how to use your website more make us stand out year after year. efficiently. Our website has already drawn the attention of other Chapters. In Boston, the Society will also hold the official conferment for the seven new designees in the Charlotte Chapter. Our new P.S. As of 10/20/99, both the Mets and the Red Sox have lost, but designees for 1999 are as follows: Ronald Hart (Ohio Casualty our chapter won several Awards in 1999. Details next issue. Let’s Group), Donna Herrington (Employers Reinsurance), Sam make the Risk Forum ‘99 our latest winner! McKnight (Liberty Mutual), Dale Phinney (Auto-Owners), CHARLOTTE CHAPTER NEWS 1999 - 2000 CHAPTER OFFICERS & CHAIRS CHAPTER CALENDAR Please mark these dates on your calendar: PRESIDENT Taishen (Tosh) Siao, CPCU November 16, 1999 Risk Forum – Charlotte Convention Center 916-1246 December 7, 1999 Luncheon Meeting – Holiday Inn Center City January 11, 2000 Luncehon Meeting – Holiday Inn Center City PRESIDENT ELECT & February 1, 2000 Satellite Broadcast – Location TBD VICE PRESIDENT “Hidden Liabilities from Mergers and Acquisitions” Julie Westhofen, CPCU February 8, 2000 Luncheon Meeting – Holiday Inn Center City 947-8301 March 7, 2000 Luncheon Meeting – Holiday Inn Center City May, 2000 Annual Dinner Meeting – Date TBA SECRETARY Hal White, CPCU 540-4084 WEBSITE FOR CHARLOTTE www.cpcucharlotte.com TREASURER Please sign in using your correct contact information. Information on our chapter activites, committees, Bill Harraman, CPCU and useful links can be found on our website. The site is updated often, so check it out! 588-1814 NEW DESIGNEES LUNCHEON MEETINGS OFF TO A GOOD START Ray Tedder, CPCU Our luncheon meetings of the new, Chapter year have got off to a good start, with the 954-3049 general concensus that our new meeting location was an inspired choice. At our September luncheon meeting the Chapter broke with longstanding tradition and PROGRAMS served something other than chicken! Open September speaker, Emily Huling of Selling Strategies, Inc. gave a timely presentation on self development as a means of remaining marketable in an uncertain and changing job market. Her RISK FORUM ’99 Resurce List of Recommendations is reprinted below for those who missed the meeting. Dan McGarvey, CPCU October’s speaker, Dr. Claude Lilly, CPCU, James J. Harris Chair of Risk Management and 343-4753 Insurance, Unitversity of North Carolina, Charlotte, also dealt with the changes we face as educators, emphasizing the need to stay focussed on fundamentals. Dr. Lilly is one of our current COMMUNICATIONS directors and is profiled later in this Chaptergram. Nicholas Empson, CPCU 554-4281 Resource List Emily Huling, Selling Strategies, Inc. Personal Development EDUCATION Lions Don’t Need to Roar (book) Deborah Benton Wendy Boman, CPCU A Whack on the Side of the Head (book) Roger von Oech 540-3209 Creative Whack Pack (deck of cards) Roger vong Oech The Artist’s Way at Work (book Julia Cameron Half Time (book) Bob Buford MEMBERSHIP 7 Habits of Highly Effective People (book) Stephen Covey Roger Robison, CPCU Don’t Sweat the Small Stuff at Work (book) Richard Carlson 376-9161 Professional Development RESEARCH Fast Company (magazine) www.fastcompany.com 800-688-1545 David Wood, Ph. D, CPCU Kiplinger Washington Letter www.kiplinger.com 800-544-0155 Executive Book Summaries www.summary.com 800-521-1227 828-262-6234 Wired (magazie) www.wired.com 800-769-4733 Permission Marketing (book) Seth Godin CANDIDATE DEVELOPMENT GenderSell (book) Judith Tingley Jeff Stengel, CPCU Rethinking the Sales Force (book) Neil Rackham 336-6230 The One to One Future (book) Donald Peppers & Martha Rogers Thinkertoys (book) Michael Michalko Rocking the Ages (book) J. Walker Smith & Ann Clurman IMMEDIATE PAST PRESIDENT Toastmasters International www.toastmasters.org Steve Santee, CPCU 375-6526 FEBRUARY 1ST SATELLITE Rob joined Marsh & McLennan, Inc. in 1980 after four years as an independent Risk Management consultant, and since that BROADCAST time has served in numerous capacities ranging from Account Executive to Sales Manager, as well as Managing Director for the The Charlotte Chapter of the CPCU Society will be sponsoring Atlanta Insurance Brokerage Division. He currently serves in a live satellite broadcast on February 1st, 2000 on Hidden Charlotte as Managing Director and Head of Office for Charlotte Liabilities From Mergers and Acquisitions and Raleigh, NC. Effective due diligence to a merger or acquisition can affect a ELIZABETH J. MCLAUGHLIN, CPCU potential transaction, uncovering minor items leading to CORPORATE COMMUNICATIONS EXECUTIVE, ROYAL AND SUN ALLIANCE adjustments in negotiations to discoveries that eventually become deal-breakers. Given the number and impact of mergers and As corporate communications executive for Royal & Sun acquisitions we are seeing – both inside and outside our industry – Alliance, Libby McLaughlin is responsible for directing the it is important that all risk and insurance management company’s corporate communications, public relations, professionals understand the loss exposures arising out of multimedia, internet and videoconferencing functions. Libby prospective M & A activites, and the techniques that may be used joined Royal & Sun Alliance in 1985 as manager of state filings to control and finance the exposures. Liabilities assumed under and was named vice president in 1992. She was elected to her prior purchase and sales agreements, as well as liabilities not current position in 1996. properly transferred, can be hidden time bombs that must be Prior to joining Royal & Sun Alliance, Ms. McLaughlin held a recognized and treated! number of positions with Metropolitan and Liability Insurance Company. EARN CE CREDITS WHILE YOUR LEARN Libby lives in Charlotte where she is active in a number of civic The CPCU Society will file this broadcast for 3 CE credits in and community projects and serves as Board member, Education most states that have a CE requirement. Attendees can also expect Committee Chair of Charlotte Symphony Orchestra, member of to earn CPD credits, and the Society will file for CLE credits upon the Board of Directors of the Mint Musem of Art, and Central request. Piedmont Community College Foundation, Inc. In addition, she is COST a member of the Leadership Charlotte – Class XI. CPCU Society members qualify for a special rate of just $85 to attend this broadcast, and those who are CPD qualified may register for just $75. The broadcast is also open to non-members at $109. The registration fee includes all handout materials and PROFITS SLIDE 3.5 PERCENT refreshments. FOR U.S. PROPERTY/CASUALITY TIME Eastern - 1:00 pm to 4:00 pm. Location to be announced. INSURERS The Hartford Courant recently reported that profits for U.S. OUR DIRECTORS property/casualty insurers fell 3.5 percent, to $15.1 billion, in the first half of the year. They said the reason for the slide was that This year our Chapter is particulary fortunate to have three premium growth failed to keep up with claim expenses and unusually distinguised directors. Despite having great demands investment results deteriorated. placed on their time by their professional positions, they have In the report, Insurance Information Institute vice president chosen to support our Chapter generously with their time, their and chief economist Robet Hartwig notes that price cutting in presence and counsel. Their profiles appear below. commercial insurance has been reduced. But aggressive pricing in auto insurance “may replace commercial lines as the major DR. CLAUDE LILLY, CPCU impediment to sigificant premium growth for the remainder of Dr. Lilly has so many accomplishments to his credit that his 1999,” he said. resume is literally ten pages long! He is currently the James J. The New York-based institute has estimated that auto rates will Harris Chair of Insurance and Risk Management at UNCC. He has drop 4.5 percent on average this year after falling 2.8 percent last held many distinguised academic positions and has served the year. CPCU Society in a number of capacities over the years. He is a prolific author. ROBERT L. HUNTER, CPCU ON THE MOVE MANAGING DIRECTOR /HEAD OF NC OPERATIONS MARSH USA, INC. We welcome two new transfers to our Chapter: Faye Rob Hunter is a graduate of the University of Georgia where Thompson, CPCU of Allstate Insurance in Rock Hill and Stephen he received his BBA in Finance and MBA in Risk Management and Montgomery, CPCU of AON Risk Services, Inc in Charlotte. Insurance. Rob holds CPDU, CLU and ARM industry designations.
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