Iowa ChapterGramIowa CPCU Society ChapterApril 20132012–2013 OfficersPresident:Connie Doud(515) [email protected] President:Erin Osier(515) [email protected]:Kim Smetzer(515) [email protected]:Rose Nwaturuocha(515) [email protected] President:Richard Keith(515) cpcu-iowa.orgContentsMessage from the President2New Designee SpotlightRemember to Renew Your CPCU Dues32013 CPCU EventsIowa Insurance Hall of Fame 2013 Inductees4Iowa Insurance Hall of Fame Ceremony Invitation52013 Golf Outing Registration Form6Chapter Meeting7Dalith Wells(515) [email protected] Williams(515) [email protected] Haugerud(515) [email protected] Wells(515) [email protected] Society Social MediaUpcoming EventsApril 18, 201311:30 amEmbassy WestJordan CreekSpeaker: John FlahautTopic: Credit InsuranceMay 16, 20137:30 amDes Moines Golf &Country ClubSpeaker: Laurie MardisTopic: InvestmentManagementMay 22, 20135:00 pmDrake UniversityIowa InsuranceHall of Fame2013 Induction Ceremony

Page 2Iowa ChapterGramMessage from the PresidentAs I looked back at my predecessors’ April messages, they allannounced that spring is here. Alas, as I am writing this message, Idon’t think I can announce that spring is here, as we are once againreceiving snow. Something else has also changed from their messages,which is the announcement of the election of officers. If you remember,last fall we announced changes in our bylaws. In cooperation with theCPCU Society, we have changed from a July 1 fiscal year to a calendarfiscal year. With this change, our officers will now serve a calendaryear. To make the transition to this plan, your current officers willcontinue to serve until December 2013. We will be holding our electionof officers in October and the new officers will be installed in Novemberat I-Day. A big thank you goes out to our officers who are serving an 18month term.Those who attended Ethics Day at Drake University on March 6 heard an excellent presentation byJeff Lanza, a retired FBI agent. He spoke on “Leadership Integrity: How to Prevent the Extinction ofthe Ethical Business Leader” as he shared real-life stories.This month’s meeting will be held at Embassy Club West near Jordan Creek on April 18 at 11:30a.m. Our speaker will be John Flahaut with One Source Risk Management. He will be speakingabout Credit Insurance. This should be an interesting topic. Hopefully by our meeting, spring willhave arrived. Come on out and enjoy the weather and the networking with fellow CPCUs. Let’sshoot for 70 degrees and 80 attendees.Mark your calendars now for the Annual Iowa Insurance Hall of Fame Ceremony to be held May 22at Drake University. Our own Richard Keith, Past President, will be inducted. Make yourreservations to join us to honor all of the individuals who have made an impact on our industry herein Iowa, and especially to support Richard.While you have your calendars out, don’t forgetto save June 13 for our Annual Charity GolfOuting to be held at Legacy Golf Course inNorwalk.I look forward to seeing you at one of ourupcoming meetings or events.- Connie Doud, CPCU, CCPPresident, Iowa CPCU Society Chapter

Page 3Iowa ChapterGramNew Designee SpotlightAnissa Jama, CPCU, ARe, ARM, AINS, AISPricing Specialist/TrainerNationwide InsuranceI began my career in insurance as the summer pricing intern atNationwide Insurance while I was working on my undergraduatedegree at Drake University. I primarily worked on a multi-statereview of Dwelling Fire rates for the independent agency channel. Ican still remember the year-long communication with onedepartment of insurance over a rate change. Finals were nothingcompared to what seemed like weekly objections from that DOI.Nevertheless, I continued my internship part-time through theschool year, and while it was great to have a paid internship, I alsodecided to pursue a concentration in insurance while working onmy actuarial degree. Fortunately for me, Dr. Terri Vaughan (whomany know as the former Iowa Insurance Commissioner) returnedto teach at Drake for a year, and this was my opportunity to notonly take one of her insurance classes, but to perhaps pick up a few tips on how to get that ratechange approved!In 2006, I began my career as a full-time pricing analyst at Nationwide, where I was responsible forpricing personal auto and property products. In March 2012, I transitioned into a training role,providing training for new pricing analysts. I had always been interested in the CPCU; however, Ididn’t really know where to start until a co-worker pointed me to the resources available throughthe Institutes. Shortly thereafter, I had registered for and passed CPCU 500. As I progressedthrough the designation, not only did I learn more about other areas in insurance, but I also wantedto learn more about insurance beyond the designation. Soon I started on the path to earn theAssociate in Risk Management (ARM) and the Associate in Reinsurance (ARe). Since completingall the requirements for the CPCU designation in October 2012, I have shared my CPCUexperience with co-workers, some of whom are now actively pursuing the designation themselves.I look forward to attending the conferment ceremony in New Orleans later this year, and theopportunity to meet everyone at future chapter meetings.Outside of work and studying, I like to spend time with my family and travel as much as I can. InJune of this year, my fiancé and I will be getting married in Jamaica which will be very exciting as Ihave never been to the Caribbean.Remember to Renew Your CPCU DuesWith the recent change in the CPCU Society website, many members are notup to date with their Society dues. To pay your dues online, and click the Sign In link at the top of the page. You willneed to create a new user account if you have not done so previously. Formore information, contact CPCU Member Resources at (800) 932-CPCU.Thank you for your help in making the Iowa Chapter one of the biggest andbest CPCU Society Chapters!

Page 4Iowa ChapterGram2013 CPCU EventsApril 18, 201311:30 amEmbassy WestJordan CreekSpeaker: John FlahautTopic: Credit InsuranceMay 16, 20137:30 amDes Moines Golf &Country ClubSpeaker: Laurie MardisTopic: Investment ManagementMay 22, 20135:00 pmDrake UniversityIowa Insurance Hall of Fame2013 Induction CeremonyJune 13, 201311 amLegacy Golf ClubCPCU CharityGolf EventIowa Insurance Hall of Fame 2013 InducteesThe Iowa Insurance Hall of Fame will be inducting five new members at the May 22 ceremony.This year’s honorees are:Richard Keith, CPCU. Richard is the immediate past president of the Iowa CPCU Society Chapterand is President and CEO of The IMT Group. Richard taught INS and CPCU classes at Drake for18 years and many of us have him to thank for our CPCU designation.Susan Haack, CPCU. Susan started as an accounting clerk with Iowa Mutual Insurance Companyin De Witt, Iowa, in 1990 and was elected President of the company in 2002. In 2008, sheassumed her current position as Corporate Secretary and chief risk officer of The MotoristsInsurance Group in Columbus, Ohio, which Iowa Mutual became affiliated with in 2003.Merle ‘Bud’ Ross, CPCU. For over 45 years, Bud had been active as an independent insuranceagent in Dyersville, Iowa. He was involved in his community as Mayor, Chairman of the DubuqueCommunity School, and participated in the movement to start a hospital in Dyersville, in addition tomany other civic programs. Bud retired in 1998.Susan Voss. Susan had worked for the State of Iowa since 1981 and the Insurance Division since1993. In 2005, she was appointed as Insurance Commissioner, where she served until the fall of2012. In 2011, Susan also served as the President of the National Association of InsuranceCommissioners.Clark Bening, CLU, CHFC. Clark had over 50 years of service to the life/financial planningIndustry, earning a lifetime membership in the Million Dollar Roundtable. His civic and industryparticipations were numerous. Clark passed away in January 2013 at the age of 81.Please mark your calendars for May 22 to attend the recognition dinner at Drake University forthese exceptional inductees. With three CPCUs being inducted, we should show our support for allof their efforts over the years by signing up to attend. For more information, please go to the IowaInsurance Hall of Fame web site at or view the invitation on the following page.

Page 5Iowa ChapterGramIowa Insurance Hall of Fame Ceremony Invitation

Page 6Iowa ChapterGram2013 Golf Outing Registration FormJoin us for the 2013 CPCU Golf OutingThursday, June 13, 2013The Legacy Golf Club – Norwalk, Iowa11:00 AM Shotgun StartRegistration and driving range open at 10:00 AMCome out and join your fellow CPCUs for an afternoon of fun at the Legacy Golf Club on June 13.This year our chapter will be raising money to support Blank Children’s Hospital.The entry fee includes green fees for 18 holes in a Best Shot format, range balls prior to tee time,use of a cart with GPS and real time scoring, plus dinner after golf. There will be prizes for the placewinners in two flights along with contest holes such as longest drive, closest to the pin, and longestputt. You’ll also win 10,000 cash if you can sink a hole-in-one on #5. You could be the big winner!If you prefer, you can join us for GOLF ONLY or DINNER ONLY as well. If you do not have acomplete foursome we will try to match you up. Dinner will begin around 5:00 p.m. and prizes will beawarded during dinner. The registration deadline is Wednesday, June 5, 2013.Fees may be paid by credit card by registering at may be paid by check by mailing the registration form and check with full payment to:Iowa CPCU Society ChapterAttn: Debra R. Conroy, CIIP, CIC1000 73rd St. Ste. 18Windsor Heights, IA 50324Any questions please contact:Brian Wright, CPCU, AIAF at 515-345-2686 or e-mail [email protected] Wells, CPCU, MPA at 515-508-2497 or e-mail [email protected] Middendorf, CPCU, CIC at 515-440-8187 or [email protected] 1Golfer 2Agency/CompanyAgency/CompanyEmail:Email:Phone no:Phone no:Golf & Dinner 80Golf Only 70Golf & Dinner 80Dinner Only 20Dinner Only 20Golfer 3Golfer 4Agency/CompanyAgency/CompanyEmail:Email:Phone No:Phone No:Golf & Dinner 80Dinner Only 20Golf Only 70Golf & Dinner 80Dinner Only 20Golf Only 70Golf Only 70

Page 7Iowa ChapterGramChapter MeetingDate & TimeThursday, April 18. 11:30 amLocationEmbassy Club West - 520 Market Street, West Des Moines (map)SpeakerJohn Flahaut, One Source Risk ManagementTopicCredit InsuranceSpeaker Bio:John Flahaut is Vice President with One Source Risk Management,the premier specialist broker for Credit Insurance and Risk Mitigationproducts globally. He has over 24 years’ experience in the Credit andFinancial Services Industry. Previously, John held the position ofRegional Vice President for Atradius, the world’s second largest creditinsurer in the world, where he grew and managed their largest USregion. John’s 11 years of experience with Atradius has provided himwith inside industry knowledge and most importantly strongrelationships with the trade credit carriers. Prior to Atradius, John wasa District Manger with Norwest for 10 years and also worked as alicensed stock broker.To enable us to have an accurate count for food purposes, please mail or e-mail reservations byApril 12, 2013 to:[email protected] checks payable to:Iowa Chapter - CPCUMail checks to:Iowa CPCU Society ChapterAttn: Debra R. Conroy, CIIP, CIC1000 73rd St Ste 18Windsor Heights, IA 50324Name(s):Company:Total Enclosed: Cost: 25 per personTo register by credit card, visit our chapter website ( and click on the link onthe main page under Events. For questions about the meeting, not concerning reservations,please call Erin Osier at (515) 223-6998.

Apr 03, 2013 · CPCU Charity Golf Event The Iowa Insurance Hall of Fame will be inducting five new members at the May 22 ceremony. This year’s honorees are: Richard Keith, CPCU. Richard is the immediate past president of the Iowa CPCU Society Chapter and is President and CEO of The IMT Group. Richard