Chapter Goals

2026 Three-year Chapter Goals

  • Membership Growth & Retention: net +40 members, 90% retention, 50% new designees joining 
  • Professional Development & Thought Leadership: Minimum 6 education events per year
  • Networking & Community Building: 8 - 10 total events per year
  • Good Works / Community Service & Inclusion: target 500+ combined volunteer hours and/or $5k+ raised annually, board diversity, inclusive programming
  • Chapter Operations & Sustainability: Documented succession plan, maintain positive fund balance and right-size the budget, migrate to shared cloud drive, sponsorship growth targets
  • Marketing & Visibility: Consistent newsletter/email, active LinkedIn and Chapter website, social media calendar
  • Grow sponsorship by three additional carriers and +20% sponsorship dollars
  • Send 5 Chapter members to In2Risk
  • Complete all categories of Circle of Excellence per national CPCU Society
  • Rightsizing membership dues