summer 2015 the loma society of nebraska · society membership achievement award: this award is...
TRANSCRIPT
Summer 2015
The LOMA Society of Nebraska
The Society Pages
PRESIDENT’S MESSAGE—CARRIE MICHIELUTTI,
FLMI, FFSI, AIRC, ACS, AIAA
INSIDE THIS ISSUE
Board Members ....................... 2
Cash Flow Statement ............... 3
Spring Dinner Mtg Notes ........ 3
Annual Seminar ....................... 4
Society Awards ........................ 5
Wine and Cheese Mtg Notes ... 5
LinkedIn LOMA Group ........... 6
CALENDAR OF EVENTS
September 9-11: LOMA An-
nual Conference in Boston
September 30: Annual Semi-
nar, Woodmen in Omaha
November 12: Recognition
Dinner, Regency Marriott in
Omaha at 5:00pm
December 3: Board Meeting,
Dell in Lincoln
It’s back to school season again! What a great time of year for kids to contin-
ue their education, and more importantly for parents to have a break from
the summer activities. Back to school was always a favorite time for me. I
was excited to see my classmates, and moreover I got to go shopping for
school supplies and clothes. The summer is such a fun time for students and
parents alike. While we tend to have a summer full of activities and vaca-
tions, it is always great to spend time with family and friends.
Back to school season is a great example of instilling the belief in continuing
education into our children. Each year is another opportunity to learn more
and gain more skills. This is something that continues throughout your life-
time. I am constantly learning new information, skills or improving on my
existing skillset. Vernon Howard once said “Always walk through life as if
you have something new to learn and you will.”
That is one facet of LOMA and the LOMA Society that I love so much. The
continuing education I get from either taking a new LOMA course (like the
SRI series that is being launched) or the skills I build while attending one of
our events. We just had the Wine & Cheese event this month and it was a
great event. We had six panelists that gave little mini-presentations on dif-
ferent soft skills. It was wonderful to hear the panelist’s discussions.
I am looking forward to our seminar that is coming up on September 30th. It
is going to be on the Science of Strength Finders. This will be a great, person-
alized, training session on how to identify and capitalize on your strengths. I
am really excited to have our full day seminar at Woodmen and learn from
Caren Dean about what strengths I can harness in my professional career.
Hopefully now that school is once again upon us, we can all take the time to
learn a little more about ourselves and continue to learn through LOMA. I
hope to see each of you at the seminar on the 30th!
Carrie Michielutti, FLMI, FFSI, AIRC, ACS, AIAA
Nebraska LOMA Society President
2015 BOARD MEMBERS
Carrie Michielutti, FLMI,
AFSI, AIAA, AIRC, ACS
Process & Communica-
tions Training Team
Lead: Insurance Solutions
Dell
Phone: (402) 479-0115
ext. 3601
Email: Car-
Christina Bentley, FLMI,
PCS
Suitability Analyst
Allstate Financial Svcs,
LLC
2920 S 84th Street
Lincoln, NE 68506
Phone: (402) 328-6832
Email: christ-
Steve McKern, FLMI
Vice President, Adminis-trative Services
Woodmen of the World 1700 Farnam Street Omaha, NE 68102
Phone: (402) 342-1890
Email: [email protected]
Jennifer Osterman, FLMI, PCS
Learning & Development Advisor
Dell
Phone: (402) 479-0115 ext. 7197
Email: [email protected]
Jonathan Seifert, FLMI, FFSI, ARA, PCS, PFSL
Senior Life Claims Benefit Specialist
Lincoln Financial Group 8801 Indian Hills Drive Omaha, NE 68114
Phone: (402) 361-7389
Email: [email protected]
2
PRESIDENT VICE PRESIDENT
& SOCIETY REP
PAST PRESIDENT
& AUDIT CHAIR SECRETARY TREASURER
MEMBERSHIP
DIRECTOR COMMUNICATIONS
DIRECTOR
SEMINAR
DIRECTOR SCHOLARSHIP
CHAIR
PROGRAM
CHAIR
Dottie Hamilton, FLMI,
AFSI, AIAA, AIRC, ARA,
FICF
Administrative Assistant
Woodmen of the World 5810 S 142nd St, Ste A
Omaha, NE 68137
Phone: 402-289-3776 ext
5021
Email: DHamil-
Megan Ludwickson, FLMI, AFSI, ARA, PCS, AIAA, AIRC
Technical Analyst
Assurity Life Insurance PO Box 82533 Lincoln, NE 68501
Phone: 402.437.4559
Email: [email protected]
Scott Ussery, FLMI, PCS
Data Mining Statistician
Physicians Mutual 2600 Dodge Street Omaha, NE 68131
Phone: 402.633.1666
Email: [email protected]
Diana Clark, FLMI, ACS
Practice Leader
Physicians Mutual 2600 Dodge Street Omaha, NE 68131
Phone: 402.633.5701
Email: [email protected]
Jessie Ellen Waller, ACS,
CRPS, FLMI, QPFC
Director of Retirement
Plans Marketing
Ameritas Life Insurance
5900 O Street
Lincoln, NE 68510
Phone: 402.467.7332
Email:
SPRING DINNER MEETING, MAY 14, 2015
On Thursday, May 14, the LOMA society of Nebraska held it’s Spring Dinner Meeting
at the Cornhusker Hotel in Lincoln, NE.
The evening began with a social hour reception followed by a buffet style dinner. Fol-
lowing dinner, President, Carrie Michielutti opened the meeting and announced 3
open board positions – Audit, VP and Membership Director.
After some door prizes were awarded, Carrie introduced the two speakers for the
evening:
Pat Haverty, Vice-President— Lincoln Partnership for Economic Development
David Brown, President & CEO— Greater Omaha Chamber of Commerce
Both men spoke about current events and initiatives within their respective cities.
They spoke of the future growth of each city and how the Chamber is helping move
the communities forward. The fun and playful competiveness between them
(“competing” chambers –Lincoln vs. Omaha) made for a very upbeat meeting!
The board met before the membership meeting and decided the seminar will be a full
day workshop held at Woodmen in Omaha and will focus on skill building. Addition-
ally, Vice
President,
Christina
Bentley,
will facili-
tate and
coordinate
the Wine
and
Cheese
event and
is working
on content.
We're on
Facebook!
Please find us and
Like us at
www.facebook.com/
LomaSocietyOfNebraska
NEWSLETTER
QUESTIONS?
CONTACT:
Megan Ludwickson, FLMI, AFSI, ARA, PCS, AIAA, AIRC
Assurity Life Insurance PO Box 82533
Lincoln, NE 68501
Phone: 402.437.4559
Email: [email protected]
We’re On the web!!
WWW.LOMA-NE.ORG
DOOR PRIZE WINNERS
2 - $10 Fireworks Gift Cards
– Marla Higgins
Pacific Life Tumbler and tote
bag – Mary McLaughlin
Allstate Cooler - Amanda
Tetzlaff
2 - $10 Fireworks Gift Cards
– Eunice Cramer
1 - $10 Fireworks Gift Card
3
Cash flows from operating activities
Cash Inflows
Total Operating Cash Inflows $1,381.00
Cash Outflows
Total Operating Cash Outflows $3,495.06
Net cash provided (used) by operating
activities ($2,114.06)
Cash flows from investing activities
Net cash provided (used) by investing ac-
tivities $6.52
Increase (decrease) in cash during the period ($2,107.54)
$30,558.65
Cash balance at the end of the
period $28,451.11
LOMA SOCIETY CASH FLOW STATEMENT FOR
THE QUARTER ENDED JUNE 30, 2015
Fast and Easy Registra-
tion Methods!
To register, complete the registra-
tion form on our website: http://
www.loma-ne.org & follow the
instructions on the form. The
book, materials, and access code
for the assessment are part of the
registration fee. Books will be
delivered or picked up locally once
your registration is sent in.
This seminar is for anyone inter-
ested in personal or professional
growth. You are not required to
have the FLMI Designation or be
taking LOMA courses to join us for
a day of fun and learning.
Light Breakfast & Lunch: Included
with Registration fee
Dress: Business casual is appropri-
ate
8:30 - 9:00 a.m. Registration and
Breakfast
9:00 - 9:15 a.m. Welcome
9:15 - 12:00 p.m. Strength Finders
12:00 – 1:00 p.m. Lunch
1:00 – 3:15 p.m. Strength Finders
3:15 – 3:30 p.m. Closing Remarks
DIRECTIONS TO WOODMEN OF
THE WORLD
Woodmen of the World is locat-
ed at 1700 Farnam Street, Oma-
ha NE. It can be accessed via
Farnam or Dodge Streets.
Entry: Parking garage at Wood-
men
2015 ANNUAL LOMA SEMINAR
Most people have a hard
time describing their
strengths. And we aren’t
talking about your
knowledge or your skills –
we’re talking about your
core personality traits that
make them stand out.
On the other hand, identi-
fying weaknesses is all too
easy. It’s true. We have been trained to know our weaknesses and to
focus on correcting them. From when we first enter school to now
performing our job duties, we spend WAY more time trying to fix
what we’re not good at, rather than on our natural talents.
Strengths-based development and leadership is unique in that it
builds on one’s areas of greatest potential, rather than seeking to
invest in weakness areas. There’s nothing wrong with being aware of
your weaknesses and managing them, but your greatest opportunity
for success lies in building on your natural talents – not in fixing
your weaknesses.
We will be doing our LOMA Annual Seminar on September 30th.
During this time we will have the opportunity to learn more about
the Science of Strength Finders and its application to you and your
organization. The seminar will be providing more personalized
training on Strength Finders. The registration fee will also include
the book, materials, and the code to take the personalized assess-
ment.
Once you send in your registration you will be given a book with a
code for the assessment. Please complete the assessment and for-
ward the results to Caren Dean by September 4th at
[email protected]. On the day of the training please bring a copy
of your reports.
Quick tip: The assessment is time sensitive so when you take it,
eliminate distractions and don’t overthink your responses, go with
your gut. It should take you about 30 minutes to complete. If you
have previously taken the Strength Finders assessment, you can
email your results directly to Caren Dean.
4
Wednesday, September 30th
Woodmen of the World
The 2014 Outstanding Society Awards results are in and it is our pleasure to inform you that the LOMA Society of Nebraska has won in all 5 cate-
gories! The categories are:
Society Membership Achievement Award: This award is presented upon demonstration of doing an outstanding job of recruiting new members,
maintaining current members, recognizing new designees, recognizing outstanding members, and involving the membership in Society operations
and activities.
Communication & Public Relations Achievement Award: This award is to recognize Societies that do an outstanding job of communicating with
the membership and of publicizing Society activities to the industry and the community.
Education Achievement Award: This award is to recognize Societies that do an outstanding job of encouraging individuals to enroll in LOMA des-
ignation programs and to complete their designations.
Community Service Achievement Award: This award is to recognize Societies that do an outstanding job of serving their communities.
Special Achievement Award: This award is to recognize Societies for outstanding performance or activities not covered in other award categories.
Our Society achieved this award by holding our Annual all day Seminar that was held in Fall 2014.
Congratulations to you and all of the Nebraska Society members!
LOMA will officially recognize and honor all 2014 OSA winners during the Officer Training Workshop at LOMA’s 2015 Annual Conference and
Conferment on September 9th-11th in Boston, MA.
In addition, our LOMA Society Support team will post a list of the OSA winners on the LOMA Society Web site and in the LOMA Society News
section of Resource Magazine.
2014 OUTSTANDING SOCIETY AWARDS
5
AUGUST WINE AND CHEESE MEETING
On Thursday, August, 13, 2015, the Nebraska LOMA Socie-
ty held it’s ever popular Wine and Cheese Meeting at Soar-
ing Wings Vineyard. The scenery of the local and the beau-
tiful weather were unbeatable. To begin the evening, guests
were invited to enjoy a house made glass of wine or beer
and dine on a delicious spread of food.
After dinner, President, Carrie Michielutti, opened the
meeting with the following announcements. The Society
currently has two open board positions – Audit and VP.
Additionally, we are close to getting our 100th Linked in
member for our Society page. A prize will be given to the
100th subscriber (Michelle Spevak was the 100th join that
night!). The Annual seminar will be held 9/30 at Woodmen.
It will be a full day and the fee will be $75. Three Board
members will attend the 2015 LOMA Conference- Jennifer,
Carrie and
Christina. Dell is sponsoring the trip for Jennifer and Carrie and LOMA is sponsoring a majority
of Christina’s expenses. Additionally, the board needs ideas for volunteering events, particularly
in the Omaha area.
The main event for the meeting was a round table activity focused on building Soft Skills. There
were 6 Soft Skill subject matter experts who each led a table on a different soft skill. After Society
Rep, Christina Bentley, gave an introduction on Soft Skills, explained the activity and introduced
guest to the table leaders, participants spent 7 minutes at each table and then circled through all
of the speakers throughout the room.
The table leaders and topics were:
Christina Bentley, Suitability Analyst, Allstate – Time Management
Caren Dean, HR Senior Talent Development Consultant, Woodmen – Self Motivation
Betty Quian, Asst VP Internal Audit, Physicians Mutual –Communication
Staci Haas, Manager IT, Allstate – Decision Making
Mark Nelson, VP Direct Marketing Group, Physicians Mutual – Creativity and Problem
solving
Bill Sun, Compliance Manager, Dell Services - Leadership
Door Prize Winners
$15 Fireworks gift card –
Glenda Hrdy
Bottle of wine Soaring Wings –
Terri Osborne
$15 Fireworks gift card – Betty
Qian
$15 Fireworks gift card – Kim
McCord Fisher
Prudential cheese board set –
Ginny Tworek
Bottle of wine – Ginny Tworek
AUGUST WINE AND CHEESE MEETING CONTINUED
Board Meeting Notes
We have a new Membership Director.
Dottie Hamilton with Woodmen has
joined the board and accepted the
position of membership director. Jen-
nifer will be supporting Dottie in mov-
ing in to this new role.
Discussed what we can we do about
declining membership and meeting
attendance. Diana will be reviewing
participation rates of current mem-
bers. Carrie suggested sending sur-
veys to current members. LOMA’s
(Barbara Francis) will be sending an
email to designees with a link to “find
a society near you” and will link to our site for the region.
Annual seminar will be held 9/30/15. This year will be a full day seminar beginning at 8:30a.m. at Woodmen.
They will validate parking. We will serve continental breakfast and full lunch – checking in to Woodmen ca-
tering service, Steve can get us a quote.
The seminar fee will be $75 per person (we are able to charge a lower rate because the room and speaker were
donated by Woodmen at no cost to us).
The topic will be strengths finder and will be facilitated by Caren Dean with Woodmen. The fee will include a
book with an access code to take the strengths finder. Caren passed out a flier to all attendees at the wine and
cheese meeting tonight.
NEBRASKA LOMA SOCIETY GROUP ON LINKEDIN
LinkedIn is a great way for professionals to stay connected and network. Networking and staying connected
plays a huge role in our society today, and also within the LOMA Society
of Nebraska. We have our Nebraska LOMA Society group on LinkedIn to
stay connected with our membership. Just this past month we received
our 100th member to our LinkedIn group! Michelle Spevak became the
100th person to sign up for our group and has won a special gift as a
thank you for staying connected to the Society through social media.
Even if you are not an avid social media fan or part of the millennial gen-
eration, LinkedIn is a wonderful tool for working professionals. It allows
you to network virtually, find new opportunities and find out what your
colleagues are doing in their professional areas. If you haven’t done so
already go out to www.linkedin.com and search for the Nebraska LOMA
Society group. It’s a wonderful way to stay connected with our society and
our upcoming events!