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Get Your “Masters” in Fraternal Education

Education is one of the Alliance’s core missions. And whether it is a webinar alerting members of their increasing exposure to cyber-liability or an Annual Meeting Workshop providing practical tips to attract younger consumers, we take the job of providing members the finest quality professional education programs very seriously.

Hundreds of member society executives have already registered for the 2013 Mid-Year Meetings. If you haven’t signed up for one or more of these programs you can learn more about them and register on-line by clicking here.

But our learning opportunities aren’t limited to Mid-Year Meetings. We’ve put together an impressive array of courses in May and June that focus on the most critical functions of a fraternal life insurer – compliance, risk management and governance.

Fraternal Compliance Days – RBC requirements, unclaimed property regulations, financial and market conduct examinations, and increasing pressure to self-assess your own organization’s risk exposure; it all adds up to dizzying number of new regulatory compliance issues that can create vexing problems for even the most sophisticated societies. To help you sort through all this, the Alliance has put together two Compliance Day events – one in suburban Chicago and one in Pittsburgh – designed for the person(s) in your society responsible for making sense of this regulatory morass.

A wide variety of topics will be addressed including advertising compliance, rebates, filing issues and roundtable discussions that will help societies with small compliance staffs leverage the knowledge of the group. Each department of insurance (Illinois and Pennsylvania) will be sending a representative to their respective meeting and will offer attendees important insight and visibility regardless of your state of domicile. Fraternal Compliance Days is an outgrowth of Compliance Plus – the Alliance’s new service that provides access to experts and information critical to staying compliant. (For more on our new Compliance Plus service, please click here.)

Dates and locations for Compliance Days are:

Fraternal Compliance Days – Pittsburgh
DoubleTree by Hilton Hotel Pittsburgh – Greentree, Pittsburgh, Pennsylvania
May 14, 2013

Fraternal Compliance Days – Chicago
Oak Brook Hills Marriott Resort, Oak Brook, Illinois
May 21, 2013

Enterprise Risk Management – As budget cuts further restrict the resources of state departments of insurance, regulators are putting increasing pressure on financial services providers to self-assess their own risks – from investment to operations and everything in between. While larger insurers are directly impacted by “Own Risk Self Assessment” (ORSA) regulations, smaller companies – including fraternals – are also being asked to develop their own Enterprise Risk Management plan. What are the components of such a plan? How do you start the process? And what does a good plan look like when complete? You will get the answers to these questions and more by being one of only 10 Alliance member societies to participate in the ERM Study Group, a year-long project designed to help you effectively assess and manage your society’s risks and create an ERM plan that not only holds water with state regulators but also becomes one of your organization’s most important management tools. There are only four of 10 slots left for this program so sign-up today. Our risk expert and project leader Denny Groner will work closely with these participating societies who will be part of your Study Group team:

(as of March 8)
Catholic United Financial
Degree of Honor Protective Association
Everence Association, Inc.
GBU Financial Life
Sons of Norway
Western Catholic Union

ERM Study Group: A Year-Long Program
Kick Off Workshop
Oak Brook Hills Marriott Resort
Oak Brook, Illinois
May 22, 2013

Governance – At the end of the day, your society’s governance structure – the process by which you go about making decisions – is the most important component of any successful organization. No society can be consistently successful without a governance structure that gives it the best chance of making good decisions about both the financial and fraternal aspects of its business. The Alliance’s Board Institute has been a huge hit with Board members from large and small societies and has helped these leaders implement meaningful changes to their organizations’ governance. Our latest governance program is intended for Board members and CEOs who have mastered the basics of the Board Institute program and are ready for more advanced training – sort of a “governance graduate school,” if you will. This new program will dive deeper and tackle issues such as finding better board members, changing bylaws, sources of profitability, understanding solvency and much more. Our expanded all-star panel – including three fraternal leaders – will provide attendees with incredible knowledge and guidance.

Board Institute – Master Class
Oak Brook, Illinois
June 5, 2013
Registration coming soon!

When you add your own experience and expertise to the Alliance’s education programs, you’ve got a powerful combination for improving your society’s performance. Check out all the Alliance’s educational offerings on our Web site

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