Charlotte Cpcu Society Chapter Inc
MALVERN, PA
Total revenue
$44K
Total expenses
$41K
Net assets
$52K
Grants received
—
EIN
566065123
Tax year
2024
Mission
The Charlotte CPCU Society Chapter, Inc. is a community of credentialed property and casualty insurance professionals who promote excellence through ethical behavior and continuing education. The CPCU Society is committed to providing resources, educational programs and Charlotte CPCU Society Chapter, Inc. leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards.
Programs
2 programs
The Chapter is charged with providing 1-2 Continuing Education CE Courses covering relevant industry topics and trends. Many of our educational events held by the Chapter are qualified for CE credits. Our educational events in 2024 include our Annual Insurance Forum and Lunch and Learns. All educational topics either surround insurance-related topics or professional development. We also send several members to the Leadership Summit and In2Risk conferences that provide plenty of educational opportunities.
The Charlotte CPCU Chapter has a long and active history of supporting local community since its founding in 1962. The Chapter is led by a Board, all of whom volunteer their time out of dedication to our industry, employers, learning institutions, and to our community at large by mentoring, teaching and serving the needs of others. Some of the outreach events the Chapter participates in annually include: park and street clean-up projects, and family sponsorship. In 2024, we adopted several families and provided gifts to their children during the holidays.
Financials
FY 2024
Revenue
Expenses
People
22 listed
Jessica Lindley
Director
—
1 hrs/wk
David Rabb
Director
—
1 hrs/wk
Matt Thompson
Director
—
1 hrs/wk
Alex Boyles
Director
—
1 hrs/wk
Jon Hall
Director
—
1 hrs/wk
Doug Harrison
Director
—
1 hrs/wk
Will Pierce
Director
—
1 hrs/wk
Tyler Then
Director
—
1 hrs/wk
Dana Palmer
Director
—
1 hrs/wk
Joseph Thomas
Director
—
1 hrs/wk
Andrew Satterfield
Director
—
1 hrs/wk
Madie Kiser
President
—
1 hrs/wk
Chris Long
Director
—
1 hrs/wk
Rachel Bridges
Director
—
1 hrs/wk
Tony Crawley
Director
—
1 hrs/wk
Harrison Cameron
Director
—
1 hrs/wk
Charles Kiser
Vice President
—
1 hrs/wk
Craig McCarter
Director
—
1 hrs/wk
Mike Ogunti
Director
—
1 hrs/wk
Temy Clemmons
Vice President
—
1 hrs/wk
Alex Tiscione
Secretary
—
1 hrs/wk
Vance Langdon
Treasurer
—
1 hrs/wk