Finance, Training and Development Committee

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Signup Deadline: 01-29-2021
Starts: 02-01-2021
Ends: 12-31-2023



The Finance, Training and Development Committee identifies and shares financial best practices for chapter treasurers, placing value on the financial health of chapters and mitigating fraud. The committee is responsible for providing education and resources to chapter treasurers so that they will gain the skills necessary to meet the financial needs of their chapters and the members they serve.  View the full Committee Charter


  • Engages chapter treasurers to understand their financial needs so that adequate support and appropriate tools are defined and created;
  • Develops and provides training and resources for chapter treasurers to mitigate risks and improve financial stability of Society chapters;
  • Serves as liaison to chapters and other components within the association to promote active Finance, Training and Development participation;
  • Raises awareness of existing chapter financial best practices within the Society and recommends changes to the Leadership Council; and


  • The Finance, Training and Development Committee is accountable to the Leadership Council;
  • Committee members meet virtually at least four times per year and in person at In2Risk and Leadership Summit. 
  • 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 members serve a two year term. At the discretion of the chair, a member may have the option to maintain this position for two additional one year terms, if all responsibilities have been met and s/he fulfills the needs of the Committee. 


Finance, Training and Development Committee members are identified through an open call for qualified volunteers. Selection is based on the following qualifications. 

  • Must be a CPCU Society member in good standing;
  • Must be a CPCU designation holder or an individual working towards their CPCU designation;
  • Express interest to serve on the Finance, Training and Development Committee;
  • Desire to develop tools and provide support to chapter treasurers and those working in the risk and insurance industry;
  • Preference will be given to an individual who has served as a chapter treasurer or has handled the finances in another volunteer organization;
  • Ability to self-fund attendance and registration at the Leadership Summit and the Annual Meeting; and
  • Works independently, in a group and virtually to complete deliverables as required by the Society.

      Volunteers Needed:

      8 (8 open slots)

      Experience Required:

      4 - 6 Years Industry Experience


      Jennifer Polachek
      Director of Chapter Operations
      CPCU Society