Volunteers may not serve on more than one committee at a time. This is to ensure there are volunteer opportunities available for other CPCU Society members who wish to contribute.
PURPOSE AND RESPONSIBILITIES:
The Membership Committee provides input and insights into the CPCU Society’s recruitment and retention strategies and suggests tactics. This includes delivering short-term and long-term recommendations that will result in membership growth, improved employer support, and increased member engagement that will improve recruitment and retention rates.
DELIVERABLES:
Membership Committee:
- Identifies and addresses recruitment and retention challenges and assists in the creation of new strategic initiatives aimed at increasing membership and employer support.
- Plans and collaborates with staff on existing and new membership campaigns.
- Reviews current and past membership trends to provide informed recommendations for CPCU Society improvement and expansion
- Explores opportunities to expand membership eligibility and/or structure to engage the broader risk management and insurance industry. Recommends new categories of membership.
- Identifies the needs of member types and recommends the development of services to meet those needs.
- Recommends ways to acknowledge new members and to encourage participation in society activities. Participates in welcoming activities.
Champions Advisory Sub-Committee:
- Contributes strategically in support of membership recruitment and retention goals through engagement of the Society’s champions program.
- Provides strategic guidance and input into new programming efforts and materials for society Champions.
Both:
- Attends and participates in full committee meetings and provides overall feedback on society membership efforts.
ACCOUNTABILITY:
- The Membership Committee is a committee of the Leadership Council;
- Committee members meet either virtually or in-person at least (4) times per year. The committee may also conduct some of its business by e-mail;
- For succession planning, committee members are responsible for identifying qualified successors who are diverse and a good fit for the committee’s purpose and goals.
COMMITTEE LEADERSHIP:
The Membership Committee Chair is appointed by the Society President, subject to approval by the Leadership Council. The committee chair, in collaboration with the Leadership Council liaison, is responsible for the overall direction and management of the committee.
Preference will be given to an individual who has served on the Membership Committee, who has the support of their employer and has knowledge of Society structure and its volunteers. Preference in selection is also given to individuals with strong communication, organizational, relationship-building/networking, and strategic planning skills.
The Staff Liaison serves as an advocate and resource to enable the Membership Committee to fulfill its charge and accomplish its goals. The liaison serves as a bridge between staff and governance, advises the chair and members, and assists by providing strategic advice and facilitating communications, action, and collaboration.
The Chair, in collaboration with the staff liaison, will select a vice-chair. The vice chair will serve as the chair in the event the committee chair cannot attend or participate in a meeting. Selection of a vice-chair does not guarantee the individual will be appointed to the chair position when vacant.
COMPOSITION:
The Membership Committee shall consist of a maximum of 12 members, including the chair and vice chair.
- 4 volunteers to serve on the Champions Advisory sub-committee
- Two staff liaisons for the committee and subcommittee
- Attention should be paid to the diversity of the committee. Committee members should represent a broad age range, position level, organization type and geographic area At least 1 early-career professional to serve on the Committee
Members of the Committee are appointed by the Chair. Vacancies in the membership of the committee shall be filled by the chairperson in collaboration with staff liaison.
TERMS:
Membership Committee members are appointed to a three‐year term. This maximum term length may be extended for a Committee member selected to serve as Chair. Exceptions to this policy can be made at the discretion of the Leadership Council.
The Membership Committee Chair shall serve as Chair for a term of two years. The Vice Chair shall serve a one-year term with a one-time option to extend their term for an additional year for succession planning purposes. Exceptions to this policy can be made at the discretion Leadership Council.
A committee member may re-serve after being off the committee for two years.
So that all terms do not expire at the same time committee member term expiration dates should be staggered.
SELECTION PROCESS AND QUALIFICATIONS:
Membership Committee members are identified through an open call for qualified volunteers. Selection is based on the following qualifications.
- A current, active member of the CPCU Society.
- Two years of professional experience in the insurance industry preferred.
- Ability to work independently and virtually to complete deliverables as required.
- Demonstrates honesty, sensitivity to and tolerance of differing views, a friendly, responsive and patient approach, community building skills, and a concern for the growth of the CPCU Society.
- Maintain respectful relationships with members, volunteers and staff.
- Maintains confidentiality of work as needed.
- Able to prioritize membership and organization over individual needs.
- Maintains confidentiality of work due to the exploratory nature of the Committee’s projects.