Officers & Directors

Roles and Responsibilities:

• Assist the chapter president with his or her duties of managing the chapter

• Preside over chapter meetings in the absence of the chapter president

• Preside over board meeting in the absence of the chapter president

• Attend all board meetings and chapter meetings

• Assist in the coordination and attend all volunteer and social outings for the chapter

• Assist in the coordination of speakers for the chapter meetings

• Represent the chapter at regional and national CPCU society meetings

Roles and Responsibilities

1. Planning, review and approval of revenue and expenses, and for maintaining and presenting all financial records required for chapter operations in accordance with the bylaws.

2. Contribute to the chapters financial planning/goal setting, investing, forecasting and budgeting

3. Report on the state of finances at board and chapter

4. Ensure maintenance and storage of all historic financial documents.