PRIOR YEARS MEETING SCHEDULES AND REVIEWS

 

September 7, 2007

 

Crown Plaza Hotel, Framingham, MA

Frank Mancini,

President & CEO, MAIA

Massachusetts Perspectives

October 5, 2007

November 2, 2007

December 7, 2007

(Holiday Hospitality)

January 11, 2008

(Mid-year Board Meeting)

Board of Directors' Meeting

February 1, 2008

March 7, 2008

April 4, 2008

May 2, 2008

July, 2007   Date TBD

TBD

Annual Board of Directors' Meeting

 

September 8, 2006

 

Desmond O'Malley's Restaurant, Framingham, MA

Lynn M. Thomas, President 21st Century Management Consulting

Increasing new sales, getting referrals, cross selling and client retention

October ,  2006

Crown Plaza Hotel, Framingham, MA

Joseph G. Murphy, First Deputy Commissioner, Massachusetts Division of Insurance

Issues and Perspectives on The Massachusetts Insurance Regulatory Scene

November , 2006

Frank Mancini, Chairman, MAIA

Massachusetts Perspectives

December, 20006  (Holiday Hospitality)

Steve Aronson

Updates on the latest in Agency Automation Issues

 January, 2007 (Mid-year Board Meeting)

Board of Directors' Meeting

February 3, 2007

Sandra Parrillo, CPCU President, Providence Mutual Fire Insurance Company

A View From the Top

March 3, 2007

John Golembeski, Massachusetts Property Insurance Underwriting Association

Update on the FAIR Plan

April 13, 2007

Nancy James, N.P. James Insurance Agency

May 5, 2007

July, 2007   Date TBD

TBD

Annual Board of Directors' Meeting

 

September, 2005

Desmond O'Malley's Restaurant, Framingham, MA

 

 

Mr. John Golembeski

FAIR Plan Updates

October,  2005

Mr. Frank O'Brien, CPCU
Vice President & Counsel
Property Casualty Insurers of America

Updates on Industry Trends

November , 2005

Mr. Francis Mancini
 Executive Vice President,
 Massachusetts Insurance Agents Association

Perspectives on the Massachusetts Insurance Industry   

December,  2005                     (Holiday Hospitality)

Ms. Jean Lucey
Library Director

 The Insurance Library Association of Boston

 

 January, 2005 (Mid-year Board Meeting)

Board of Directors' Meeting

February 3, 2006

John Houle
JH Communications, Providence, RI

"How Successful Agencies Effectively Advertise Their  Services."  

March 3, 2006

Paul Tetrault

 

April 7, 2006

Robert G. Slocum, CPCU, CIC
President, The Slocum Agency, Inc.
Warwick, RI  02886

 

May 5, 2006

Senator David Bates

 

July, 2006   Date TBD

 

Annual Board of Directors' Meeting

 

Meeting Date Location Speaker
Topic & Reports
brought to you by 
"THE STANDARD"
New England's Insurance Weekly
September 10, 2004

Ken's Steak House,

Framingham, MA

Mr. Francis Mancini, Executive Vice President,
 Massachusetts Insurance Agents Association4
Perpectives on the Massachusetts Insurance Industry 

October 1 2004

William B. Hofmann, III
Past President, Independent Insurance Agents and Brokers of America
Updates on Industry Trends

November 5, 2004

Bickford's Grille & Tavern, Framingham, MA

 

Directions to Bickford's

 

December 3, 2004  (Holiday Hospitality)

 January 7, 2005 (Mid-year Board Meeting)

Board of Directors' Meeting, Mount Wachusett, Princeton, MA

February 4, 2005

Bickford's Grille & Tavern, Framingham, MA

 

Directions to Bickford's

 

Mr. John Gray, 
Senior Vice President
General Reinsurance Corporation

Industry Trend Update

March 4, 2005

Mr. Frank Herberg, 
Herberg, Adams & Associates
How to Provide Win/Win/Win Opportunities for your Clients

April 1, 2005

Mr. Howard Candage

May, 2005

July (TBD), 2005

Annual Board of Directors' Meeting

 

2003-2004 Meetings  Location Speaker Topic & Report

September 12, 2003

Ken's Steak House,

Framingham, MA

 

Directions to Ken's

 

 

Mr. Francis Mancini, Executive Vice President, Massachusetts Association of Insurance Agents Industry Update and Current Concerns of Independent Agents

October 3, 2003

Mr. David Bakst, Esq., Senior Partner, Morrison Mahoney & Miller, LLP Agency Acquisitions & Mergers

November 7, 2003

Donald Rung, Field Operations Manager,  Mutual Fire Insurance Association of New England Perspectives on Loss Control

December 12 , 2003

Mr. Daniel J. Johnson, President, Automobile Insurers Bureau of Massachusetts The Massachusetts Automobile Environment of 2004

January 9, 2004

Board of Directors' Meeting, Mount Wachusett, Princeton, MA

February 6, 2004

Mr. Michael Cummings
Account Executive, Insurance Services
RS Means

Developments in Dwelling Replacement Cost Valuation

March 5, 2004

William Sloyer, Assistant Manager Special Investigation Unit,  Amica Insurance Identity Theft Protection

April 2, 2004

Virginia M. Bates, President, VMB Associates, Inc
Customer Service

May 7, 2004

Mr. Dennis Charland, ARM 
Executive Director, Independent Insurance Agents of Rhode Island
Initiatives in the Rhode Island Marketplace

May *, 2004

Glenellen Country Club, Millis, MA

Annual Golf & Tennis Outing

July (TBD), 2004

Horizon's Beach Club,   Sandwich,  MA

Annual Board of Directors' Meeting

 

2002-2003 Meetings Location Speaker Topic & Report

September 13, 2002

Ken's Steak House,

Framingham, MA

 

Directions to Ken's

 

 

Mr. Albert J. Pereira, President, Summit Insurance Co. Agency Ownership of Carriers

October 4, 2002

Julianne M. Bowler,     Commissioner of Insurance, Commonwealth of Massachusetts Current Issues within the Massachusetts Insurance Marketplace

November 1, 2002

John B.Gray, Senior Vice President, General Cologne Reinsurance
Industry Update

December 6, 2003

Frank O'Brien,
Alliance of American Insurers
Lead Paint,
New Legislation and its Implications in local States

January 10, 2003

Board of Directors Meeting  Wachusett Mountain Includes skiing!

February 7, 2003

Mr. Thomas Hassey
President, Narragansett Financial Insurance Agency

The Bank / Independent Insurance    Agency Relationship

March 7, 2003

Lisa Coyle Gallagher, R.N., J.D., Nurse Attorney, Insurance Fraud Bureau of Massachusetts Insurance Fraud Bureau Overview and Update on Current Bureau Activities

April 4, 2003

Christopher S. Borden, MBA,        Financial Advisor, Canby Financial Advisors, LLC Financial Planning Needs of Independent Insurance Agencies

May 2, 2003

Lamont D. Boyd, CPCU
Fair, Isaac and Company Inc.
Introduction to the Use of Consumer Credit Information for Insurance Underwriting

May  20, 2003

Glenellen Country Club, Millis, MA

Annual Golf & Tennis Outing  

July (TBD), 2003

Horizon's Beach Club,   Sandwich,  MA

Annual Board of Directors' Meeting  None

 

2001-2002
Meetings
Location Speaker Topic & Report

September 7, 2001

Ken's Steak House,

Framingham, MA

October 12, 2001

Mr. William Bailey, CPCU, General Counsel, Insurance Information Insitute  

November 2, 2001

Mr. Dan Bernazzani Mold: A "Growing Concern"

December 7, 2001

Mr. Peter Kofsuske, Chief Lending Officer, Insurbanc  

January 11, 2002

None Board of Directors Meeting

February 1, 2002

 Mr. Barnett Ovrut, Partner, Morrison, Mahoney & Miller A Industry Legal Update 

March 1, 2002

 Ms. Jean Lucey, Insurance Library of Boston The Insurance Library, An Industry Resource 

April 5, 2002

Mr. Jack Golembeski, MA FAIR Plan An Update on the FAIR Plan

May 3, 2002

  Mr. Frank Mancini, Executive Vice President, PIIAM Trusted Choice Branding 

May 27, 2002

Glenellen Country Club, Millis, MA

Annual Golf & Tennis Outing  

July 13, 2001

Horizon's Beach Club,   Sandwich,  MA

Annual Board of Directors' Meeting  None