Cleveland Insurance Professionals December, 2015

Officers: Diane Fehlner, CISR, CPIA

President

Cathy Wolford, MSPA CPC CPIW DAE

President Elect

Tiffany Willmott Vice President

Mary-Ellen Vogt, CPCU CPIW

Treasurer

Natalia Menendez

Secretary

Board Members: Cathy Wolford, MSPA CPC CPIW DAE

ByLaws and Standing Rules Lee Baird

Jay Regallis Education/Programs

Linda Krell, CPSR CISR AAI CPIW DAE

Hariett Rose Membership

Committee Chairs: Jeannine Westlock, HIA MHP CPIW DAE

Safety/Legislation

Lee Baird

Professional of the Year

TBD Executive of the Year TBD

Eileen Cleary Education Award

Cathy Wolford, MSPA CPC CPIW DAE

Tiffany Willmott Bulletin/Roster/Advertising

Lee Baird

TBD

Auditing

Lisa Kaput / Gina Rose Reservations

Cathy Wolford, MSPA CPC CPIW DAE Rookie

ClevelandInsPros@gmail.com

President’s Message:

Greetings!

Are your holiday plans in full swing yet? By the 1st of December, we all have thoughts of how we’ll be spending the next month. We have family members to visit, work obligations to complete (year end is looming) parties to attend and plan, and in general not enough time for all we would like to do.

It sounds so hectic, but it should be a time of Peace!

I hope to see all of you at our Annual Christmas party, December 10th at Shula’s Restaurant. The meeting is fun, fellowship and traditional games (which I always look forward too!). Gina Rose has arranged dinner choices that all look tempting, so choosing just one will be challenging!

During this time, we also think of those who are in need. We have just completed our first service project, and thanks to Tiffany Willmott’s planning and leadership Project Night Night has received, blankets (hand made with love) stuffed animals and books as well as a cash donation for those children who don’t have the same security our own children have been blessed with. Our Christmas service project will be donations to Providence House, which we have supported for the last several years. A list of items they can use is attached in this newsletter. Please remember to bring your donations to the dinner meeting.

I look forward to seeing all of you at our next meeting and wish you all a Very Merry Christmas filled with Peace and Joy, Diane Fehlner, President

Upcoming Meetings (save the dates):

December 10, 2015 – CIP Christmas Party & Dinner Meeting Shula’s 2, DoubleTree, Independence, OH

January 14, 2016 – Joint Meeting with IBNO Location to be announced

February 11, 2016 – CIP Monthly Dinner Meeting Shula’s 2, DoubleTree, Independence, OH

April 14-17, 2016 – Region IV Conference Courtyard by Marriott, Muncie, IN

HAPPY HOLIDAYS!

CIP FALL PHILANTHROPY PROJECT

WINTER DRIVING EMERGENCY ITEMS

Our fall philanthropy is over and I consider it a complete success. Thanks to the charitable donations of our members, affiliates, and guests, we were able to gather 15 blankets, 42 stuffed animals, 15 books, and $218 to donate to Project Night Night. Thanks to all who gave of their time, talents, and hearts to help homeless children in our Northeast Ohio Community.

In fellowship, Tiffany Willmott, Vice President

See the other pictures from the Blanket Making event.

It is suggested that you keep the following items in your vehicle during the winter months. • Shovel • Windshield scraper and small broom • Flashlight with extra batteries • Water • Snack food including energy bars • Extra hats, socks and mittens • First aid kit with pocket knife • Necessary medications • Blankets or sleeping bag • Road salt, sand, or cat litter for traction • Booster cables • Emergency flares and reflectors • Fluorescent distress flag and whistle to attract attention • Cell phone charger

Thanks to Barb Kindel for this reminder.

Region IV Members, Get out your bobby socks and saddle oxfords, your poodle skirts and initial sweaters (or your boyfriend’s letter jacket), and get ready to Cruise in to the Crossroads! Drive-in dining is on the menu for our welcome reception when we Connect at the Crossroads in Region IV! Have a burger or hot dog and fries, and don’t forget those ice cream sundaes! Plan to eat your dinner with us – no need to leave this year! All those Hound Dogs will keep you Twistin’ the Night Away until you Wake Up, Little Suzzie! Prizes, of course, for the best costume, and we’ll have a contest for the best IAIP cheer! So get your pompoms ready to be a teenager again, and come Cruise In to the Crossroads!

71st Annual Region IV Conference April 14-17, 2016 Horizon Convention Center

We hope to see all Region IV Members in Muncie in April 2016! The 2016 Region IV Conference Welcome Committee

Natalia D and Cathy W lay out material to cut it to size. Below, Linda K working hard on the fringe.

On 11/1/15, 5 CIP members gathered at the Parma/Snow Library to make No-Sew Blankets for Project Night Night. From the left, Linda Krell, Cathy Wolford, Tiffany Willmott, Lisa Kaput and Natalia Durlesteanu display the finished products. Natalia’s daughter also joined in and was the photographer.

2016 REGION IV CONFERENCE

CLEVELAND INSURANCE PROFESSIONALS

INVITES YOU TO JOIN US FOR OUR DECEMBER 2015 – ANNUAL HOLIDAY PARTY

WHEN: Thursday, December 10, 2015 Social Time 5:30-6:10pm, Networking with Registering by 6:15pm

Dinner 6:15-7:15pm; Meeting & Program 7:15-8:30pm

WHERE: Shula’s 2 at DoubleTree Independence 6200 Quarry Lane, Independence, Ohio, USA, 44131, (216) 901-7852

PROGRAM: Holiday Entertainment and Gift Exchange

If you want to participate in the gift exchange, bring a $10 wrapped gift and You can exchange it for a different gift to take home.

PLEASE PLAN ON ATTENDING

REMEMBER YOUR DONATIONS FOR PROVIDENCE HOUSE

MENU:

House Salad

Entrée - Choose One:

Prime Rib Served with smashed potatoes and seasonal

vegetables

Horseradish Crusted Salmon

Served with smashed potatoes and seasonal vegetables

Roasted Chicken Cranberry/rosemary burre

blanc, served with smashed potatoes and seasonal

vegetables

Pasta Primo Vera With roasted vegetables

and tossed in a white wine sauce

Rolls and Butter, Beverages and Assorted Dessert Tray

COST: $30.00 IAIP/CIP members & Guests

Credit Cards accepted / Make checks payable to: CIP

RESERVATION: Deadline Noon, Monday, December 7, 2015 Please adhere to this deadline so we can plan the meeting appropriately.

(Cancellations needed at least 72 hours in advance or you will be billed)

Send your reservation and entrée selection to: Gina Rose 2333 Graybill Rd., Uniontown, OH 44685 or call (330) 805-0839

Email: ClevelandInsPros@gmail.com Please call Gina if you do not receive a confirmation of your reservation.

Providence House Holiday Wish List

2050 W. 32nd

Street, Cleveland, OH 44113 • (216) 651-5982 ph • (216) 651-0112 fax • www.provhouse.org

CHILDREN’S CLOTHING Children’s Clothing, sizes 7-14

Children’s Pants and Shorts, sizes 2T-6T Children’s Fleece Pajamas, size 5T+

Boys’ Underwear, sizes 2T-8 Boys’ and Girls’ Undershirts

Boys’ Shoes, sizes 1-1.5 & 12-12.5 Girls’ Shoes, sizes 1-1.5

CHILDREN’S MISCELLANEOUS

Tommee Tippee Baby Bottles with Slow-Flow or Medium-Flow Nipples

Tommee Tippee brand Sippy Cups Late Stage Toddler Toys, 18-36 months

Children’s Suitcases Infant Swaddlers

Boys’ and Girls’ Pull-Ups, size 3T/4T and 4T/5T Diapers, sizes 4-6

Diapers, preemie and newborn

FORMULA (Similac Brand or the Target Up & Up only, please)

Similac Isomil Soy

GIFT CARDS

Target, Walmart, Giant Eagle, Dave’s Supermarket Office Depot/Office Max, Staples, Original Mattress Factory,

Gas Cards

CASH DONATIONS Please make checks payable to Providence House or visit

provhouse.org

HOUSEHOLD ITEMS Paper towels

All White Twin Sheet Sets All White Fitted Crib Sheets

Pillows and Pillow Cases (White) Fitted, Water-Proof, Zip Mattress Pads for Cribs and Twin Beds

Full Zip Waterproof Twin Mattress Protectors Pillow Protectors

Kitchen Sized Garbage Bags (13 gal.) Dish Sponges

Dishwasher Powder (Cascade) White Hand Towels Liquid Hand Soap

Hand Sanitizer Aquaphor

GROCERIES

Canned Fruits (Peaches, Pears, Pineapple, Fruit Cocktail & Mandarin Oranges)

Applesauce (Jars & Individual) Fruit Snacks

Toddler Snacks Baby Rice Cereal

Muffin and Banana Bread Mix Sunchips

Granola Bar Fig Newtons

Manwich Pork & Beans

Fruit Juice (Pouches & Half Gallons) Rice Krispie Treats

EVENT PASSES Event passes allow us to take the children on field trips and outings. We currently have annual passes to Cleveland Metroparks Zoo, the

Cleveland Aquarium, and the Children’s Museum. We welcome passes or tickets for: Lake Metroparks Farmpark, Holden Arboretum, Great Lakes Science Center, The Museum of Natural History, the Cleveland Botanical Garden, children’s plays at Playhouse

Square, children’s orchestra performances at Severance Hall, Hands On Pottery, and Artist for a Day.

If you are a group or church making a donation, please include your organization’s name on the boxes/bags so that we may appropriately thank you! We appreciate your cooperation!

PLEASE DO NOT GIFT WRAP GIFTS, AS WE HAVE TO UNWRAP AND INVENTORY ALL ITEMS. THANK YOU

FOR YOUR CONSIDERATION.

DUE TO SAFETY/SANITARY REQUIREMENTS AND LIMITED STORAGE SPACE, WE ARE UNABLE TO ACCEPT DONATIONS OF USED ITEMS. IT IS OUR HOPE THAT YOU UNDERSTAND OUR SITUATION.

If you have any questions or would like a tour of Providence House, please do not hesitate to contact us!

Cleveland Insurance Professionals 

Dinner Meeting 

Shula’s 2 at DoubleTree Hotel 

November 12, 2015 

 

Lee Baird read the collect and Pledge of Allegiance.  

Membership Chair, Linda Krell, introduced our guests. 

 

MEETING WAS CALLED TO ORDER AT 7:05PM 

In the event of voting Harriett Rose was appointed timekeeper. All discussion by any one person on any 

one motion will be limited to three minutes. 

 

ATTENDANCE: 

All Officers were present.  

All Standing Committee Chairs were present except Jeannine Westlock who was excused. 

 

RESERVATIONS: 

Lisa Kaput gave the reservation report.  There were 10 Members & 6 Guests for a total of 16. 

 

MINUTES: 

The October Dinner Meeting minutes will be in the next Porthole.  

 

CORRESPONDENCE:  

No Correspondence per Natalia Menendez 

 

TREASURER’S REPORT: 

Mary‐Ellen Vogt reported 15 members and distributed Financial Statements.  

 

OFFICERS REPORT: 

President Elect‐ Cathy Wolford: Cathy served as Delegate at the Ohio Council Meeting in October. 

Delegates report will be in the next Newsletter. Regional VP, Tammy W. from MI, gave update of what is 

going on National Level. Overall, it was a good meeting. 

Vice President‐ Tiffany Willmott:  Thanked everybody for a successful Project Night Night. We were able 

to gather 15 blankets (made 8 blankets at the no‐sew blanket making day), 42 stuffed animals, 15 books, 

and $218 to donate.  Our next project is Providence House, which helps children in crisis. We will be 

collecting items at the December meeting. Distributed Providence House Holiday Wish List.  

Parliamentarian‐ Lee Baird:  No report. 

 

STANDING COMMITTEE REPORT: 

Programs‐ Jay Regallis: Planning for speakers next year.  

Bulletin/Roster‐ Cathy Wolford:  October Bulletin deadline is November 20, 2015.  

Education‐ Lee Baird‐ Planning CE class in Feb. or April next year. 

ANNOUNCEMENTS: 

IAIP Awards are due by 11/15/15 for those of you that want to submit applications to IAIP for a variety 

of categories. Insurance Professional of the Year, Claims Professional of the Year, Client Service 

Professional of the Year, Professional Underwriter of the Year, Rookie of the Year or Young New 

Professional of the Year (this is a new award for those with 24 months of association with IAIP). Please 

read the October Porthole for additional information. Details are also on the IAIP website. 

 

IAIP Webinar‐ Cyber Insurance on 11/18/15 will be available online. See the Porthole for information.  

 

Mark your calendar: April 14‐17, 2016 Region IV Conference in Muncie, IN. There will be networking, 

classes, meetings, and CE Credit.  

 

Happy Birthday to Lee Baird (11/4), Jay Regallis (11/21), and Cathy Wolford (11/27). 

 

UNFINISHED BUSINESS: 

Cathy distributed paper copy of the application for Regional Meeting. Currently planning 2016 

Networking Weekend. 

 

NEW BUSINESS: 

The next dinner meeting will be December 10, 2015 at the Shula’s 2 at DoubleTree Hotel. Cathy will be 

planning a Christmas/Holiday Party. 

 

MEETING ADJOURNED AT 7:17PM 

Cleveland Insurance Professionals 

Dinner Meeting 

Shula’s 2 at DoubleTree Hotel 

October 8, 2015 

 

Membership Chair, Linda Krell, introduced our guests and our newest member, Natalia Durlesteanu. 

There were four guests and one speaker. 

 

MEETING WAS CALLED TO ORDER AT 7:15PM 

In the event of voting Lisa Kaput  was appointed timekeeper. All discussion by any one person on any 

one motion will be limited to three minutes. 

 

ATTENDANCE: 

All Officers were present.  

All Standing Committee Chairs were present except Barb Kindel who was excused. 

 

RESERVATIONS: 

Linda Krell gave the reservation report.  

12 Members, 5 Guests for a Total of 17 

 

MINUTES: 

The September Dinner Meeting minutes were distributed in the October Porthole. No corrections. The 

minutes were approved as printed. 

 

CORRESPONDENCE:  

No Correspondence per Natalia Menendez 

 

TREASURER’S REPORT: 

Mary‐Ellen Vogt reported 14 renewal members, 1 new member, and 3 corporate sponsors to date. 

Prepared and distributed proposed budget for the 2015‐2016 year. Revenues are based on 14 renewals, 

2 new members, 1 advertiser, and 1 corporate sponsor renewal at $150 and 2 new corporate sponsors 

at $150. In order to balance the budget, Mary‐Ellen projects that $1,060 will need to be taken from the 

Treasury by year‐end. Expenses are basically the same as last year. Mary‐Ellen made a motion that the 

President’s Expense be set at $200 for the 2015‐2016 year. Motion was carried.   Mary‐Ellen made a 

motion that the budget for the 2015‐2016 year be approved as presented. Motion was carried. 

 

OFFICERS REPORT: 

President Elect‐ Cathy Wolford: Cathy made a motion that we instruct our Delegate to caucus members 

in attendance at the Ohio Council Annual Meeting held October 31, 2015 in the event there is additional 

information that may influence our vote. Motion was carried. 

 

Vice President‐ Tiffany Willmott:  Project Night Night. Will be collecting blankets, books, and stuffed 

animals. Bring donations next meeting.  Planning for a “no‐sew” blanket creation night.  

 

Parliamentarian‐ Linda Krell: Linda made a motion that Diane and Cathy will be Delegate and Alternate 

Delegate at the 2015 Ohio Council Annual Meeting, the April 2016 Region IV Conference, and the June 

2016 IAIP International Convention. Motion was carried. 

 

STANDING COMMITTEE REPORT: 

Safety‐ Jeannine Westlock: Shared some facts for Breast Cancer Awareness Month.  

Programs‐ Jay Regallis: Next month “Listening with Your Heart” presentation presented by Liz August 

from Akron General Visiting Nurse Service Hospice Care.  

Bulletin/Roster‐ Cathy Wolford:  October Bulletin deadline is October 20, 2015. Cathy passed around the 

final Membership Guide. Last newsletter for upcoming Regional Meeting and Flyers were provided along 

with Registration Form.  

  

ANNOUNCEMENTS: 

2015 Ohio State Meeting is coming up October 30 & 31st and is being held in Blue Ash, OH. Secretary or 

Treasurer should attend.  IAIP Awards are due by 11/15/15 for those of you that want to submit 

applications to IAIP for a variety of categories. Insurance Professional of the Year, Claims Professional of 

the Year, Client Service Professional of the Year, Professional Underwriter of the Year, Rookie of the Year 

or Young New Professional of the Year (this is a new award for those with 24 months of association with 

IAIP). Please read the October Porthole for additional information.  

 

Happy Birthday to Natalia Menendez (10/14), Diane Fehlner (10/14), Debbie Boop (10/21), and Barb 

Kindle (10/28).  

 

UNFINISHED BUSINESS: 

Cathy gave an update on Networking Weekend 2016‐ We are planning the meeting and will keep 

everyone updated.  

 

NEW BUSINESS: 

The next dinner meeting will be November 12, 2015 at the Shula’s 2 at DoubleTree Hotel. 

 

MEETING ADJOURNED AT 7:40PM 

Delegate Report – Ohio Council Meeting – October 30-31, 2015 The Insurance Professionals of Greater Cincinnati hosted the event. Lee Baird and Cathy Wolford from CIP attended. There were approximately 40 registrations in total. Friday evening was registration and hospitality. When checking in, as an ice breaker, each attendee got the name of a famous person taped to their backs and then asked other people questions to try and guess whose name they had. It was a fun way to meet other members. There were lots of good food and three great vendors selling jewelry, soaps and lotions. Our Saturday started at 7:30am with breakfast and the meeting started at 9:00am. Debbie Ebbing welcomed everyone and Boy Scout Troop #967 of Sacred Heart Church, Fairfield, OH, presented the colors and led the Pledge of Allegiance. Council Director Betsy Adams called the meeting to order at 9:08am. Stacy Gibson, first timer, read the Collect. Susan Necessary introduced 5 First Timers, read them their bill of rights and gave them their welcome gifts. Susan gave them their identification as First Timers which were Winner’s Medals on colorful ribbons to wear around their necks. Susan Friedrich gave the credentials report – there were 5 associations present and 1 member at large for a total voting strength of 6. Cathy Wolford presented the Adoption of Annual Meeting Rules and Meeting Program. Sherri Distelhorst moved for approval of the 2014 Ohio Council Minutes. Minutes were approved as corrected, with the correction being to list the upcoming meetings and one spelling correction. Tammy Wascher, Region IV VP, gave her report on the State of the Association. She provided to each attendee a “Go All In” lapel button. The focus for this year is Revitalization. Five main areas of development were identified through the membership survey earlier this year – Membership, Programming, Leadership, Finance and Marketing. Task forces were established to address these issues. Tammy gave an overview of the Member Satisfaction Survey results. Local Association engagement, support for professional development and networking are the most highly valued aspects of IAIP membership. Complete details are available on the IAIP website. Two items that will change the IAIP ByLaws will come up for voting by the membership in 2016. One Member One Vote and the Re-alignment of Regions V-IX will be presented at the 2016 Regional Conferences. If a majority of the Region’s associations approve, the issues will be brought up for a vote at the 2016 International Convention. Next Regional Conference is April 14-17, 2016 in Muncie, IN. Tammy reminded us that Regional Award applications are due 11/15/2015. The International Convention is June 16-18, 2016 in Richmond, VA. The 2017 International Convention will be in Albuquerque, NM. Committee Reports started with Cathy Wolford, By Law Chair, who stated that there are no ByLaw changes to consider at this meeting.

Susan Friedrich gave the Treasurer’s report. The Council checking account is being changed from PNC to 5/3 bank. The current balance is $759.13 The PR/Membership chair had to resign due to family issues. A new chair will be appointed to complete the remainder of the 2015-16 term. Cathy Wolford gave an update on the TIKES program. MetLife and Ohio Insurance Institute are two partners who support this program. The OII will use our new logo for their next re-print. Stickers were made available to anyone who wanted them. OII stickers can be found on the OII website; www.ohioinsurance.org. The business meeting was suspended and Hope Davenport introduced the Key Note Speaker, Joan Fox of Eagle Inspiration Training & Development. Her presentation was titled “Outwit, Outlast, Outserve: Ultimate SERvival Strategies”. The theme was how to create customer loyalty. A delicious lunch followed and the meeting resumed at 1:00pm. Penny Duer presented the Nominating committee report. Vicki Angelo was nominated for the office of Council Director Elect and Betsy Adams was nominated for the office of Custodian of the Funds. The vote was taken and both were elected to serve for the 2016-17 term beginning July 1, 2016. Bids were taken for future meetings: 2016 Annual Meeting will be hosted by the MALs, location to be announced. The 2017 Annual Meeting will be hosted by the Buckeye Insurance Professionals in Van Wert, OH. The 2018 Annual Meeting will be hosted by the Insurance Professionals of Toledo. Pat Johnson conducted the installation of the newly elected officers. The Audit Committee reported that the books were found to be in order. Betsy Adams gave her closing remarks and presented a summary of membership numbers by association in Ohio. She pointed out the decline in members to about half the number as ten years ago. She encouraged us to embrace change and utilize the resources available from IAIP headquarters. Cathy Wolford gave a report on the 2016 Networking Weekend hosted by the Insurance Professionals of Greater Akron and the Cleveland Insurance Professionals. It will be held in Downtown Cleveland on August 26-28, 2016. The committee is requesting contact information for potential sponsors for this event. A drawing was held to give out door prizes donated by Cincinnati Insurance Company. There was a fund raiser for the 2020 Region IV Conference. The meeting adjourned at 1:50pm. It was my pleasure to serve as Delegate for this meeting. Cathy Wolford, President Elect and Delegate, CIP

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