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 Chapter Leader Training and Resource Committee identifies and shares best practices for chapter leaders, placing value on the overall health of chapters. The committee is responsible for providing education and resources to chapter leaders so that they will gain the skills necessary to meet the needs of their chapters and the members they serve.
DELIVERABLES:
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Engages chapter leaders to understand their needs so that adequate support and appropriate tools are defined and created;
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Develops and delivers training and resources for chapter leaders via virtual regional meetings, webinars, office hours, INteract and events.
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Promote active participation;
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Collaborates closely with Managing Chapter Governor and Chapter Governor committees to identify areas of need and collaborates with other Society committees and staff liaisons when appropriate;
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Raises awareness of existing chapter best practices and facilitates collaboration across chapters
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Drafts and submits meeting minutes to staff within 10 business days of any meetings.
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The Chapter Leader Training and Resource Committee is accountable to the Leadership Council;
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Committee members meet either virtually and/or in-person at least (4) times per year. The committee may also conduct some of its business by e-mail and/or INteract;
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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.
The Chair of the Chapter Leader Training and Resource Committee is appointed by the Society President, subject to approval by the CPCU Society 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 Chapter Leader Training and Resource 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 who previously served as a chapter leader.
The staff liaison serves as an advocate and resource to enable the Chapter Leader Training and Resource 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 Chapter Leader Training and Resource Committee shall consist of a maximum of twelve (12) members, including the chair and vice chair.
Members of the Committee are appointed by the Committee Chair. Vacancies in the membership of the committee shall be filled by the chairperson in collaboration with the staff liaison.
TERMS:
Chapter Leader Training and Resource 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 Chapter Leader Training and Resource Committee Chair shall serve as Chair for a term of two years. The Vice Chair shall serve as a one-year term, renewable for a maximum of two years. 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:
Chapter Leader Training and Resource Committee members are identified through an open call for qualified volunteers. Selection is based on the following qualifications.
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A current, active member of the CPCU Society.
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Two years of professional experience in the insurance industry preferred.
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Ability to work independently and virtually to complete deliverables as required.
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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.
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Maintain respectful relationships with members, volunteers, and staff.
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Maintains confidentiality of work as needed.
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Able to prioritize membership and organization over individual needs.
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Desire to develop tools and provide support to chapter leaders and those working in the risk and insurance industry.
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Preference will be given to an individual who has served as a chapter leader or has held volunteer leader roles in another volunteer organization.