2015 Activity Summary of Chapter Activities and Accomplishments




by Kathy Goffer, NEIAHU President


Attendance National & Regional Events:

National Convention in New Orleans, LA   6 members attended

Capitol Conference Washington D.C. (2/23 – 2/25 2015) 3 members attended

President Elect attended the Leadership Forum during Cap Conference

Region 3 Leadership Conference – Columbus, OH 7 members attended

Annual State Convention held in Indianapolis on September 28-29, 2015, 10 members attended

Leadership Training Workshops held during the Region 3 meeting, 7 members attended

NEIAHU Board members who also serve on the ISAHU Board 4 members

ISAHU Annual Strategic Planning Session – held in Scottsburg, IN 3 members attended


Local Chapter Events:

This group of Board members represented the largest group of volunteers for chapter. Added new committees to allow more involvement of membership: Golf Outing, Sponsorship, Hospitality

Reviewed & Updated Chapter Strategic Plan and Chapter By-laws

Chapter Board members participated in Leadership Training & Strategic Planning sessions, July

Board members attended 12 Monthly planning meetings

Conducted General Monthly Membership Meetings, 11 meetings

9th Annual Chapter Recognition Program held in September 2015

Annual Golf Outing at Chestnut Hills held August 2015, with proceeds benefiting Cancer Services

Annual Super CE Day held on April 30. 2015. Full day of speakers, sponsors and networking.

1st Summer Social was held at Tin Caps Park – July Event included 31 members and guests

December General Membership meeting included a Holiday Social, Event was held in the evening


Chapter Business Activities:

2015 – 2016 NEIAHU Annual Budget approved

D & O Insurance & Liability Insurance for NEIAHU through ISAHU

Qualified for the NAHU “Silver Seal Certification” in 3/2007, 3/2008, 3/2009 & 3/2011

Qualified for the NAHU “Gold Seal Certification” in 3/2012, 3/2013, 3/2014 & 3/2015


Public Service

Committee showcased the following “Organization Making a Difference” (OMD) in our community: League for the Blind, Cancer Services, Neighbor Link, City of Ft Wayne Operation 4-F, Hope Alive, WorkOne Northeast, Big Brother/ Big Sister,

Collected donations at Annual Golf Event to raise funds for OMD

Delivered check donation to Cancer Services – recipient of golf event

Contributed to the NAHU Educational Foundation



12 Monthly e-Newsletter emailed to all members and other insurance professionals

Special email “blasts” on special events, membership contests, LPRT reminders, etc.

State and National Operation Shouts –

Actively evaluating format and content to better serve our members.


Website/ Technology: Kick off of local website to allow easier access to NEIAHU information. Information is being loaded and updated.

Links to both State and National websites.

Set up on-line register and payment option



Legislative Activity:

HUPAC Contributors from NEIAHU 13 member contributors

ISAHU-PAC Contributors from NEIAHU 4 member contributors

Actively promoted HUPAC & ISAHU-PAC in e-newsletters, monthly meeting

NEIAHU Contributes to the HUPAC Administrative Fund

NEIAHU Legislative Chair participates on the ISAHU Legislative Committee

December meeting included ISAHU lobbyist providing legislative update and Overview for 2016

Encourage Operation Shout participation both on State and National level



Committee consists of two Chairs: Recruiting new members and Retention of current members

Participated on Regional & State monthly membership conference calls.

Recruiting Efforts – largest growth of new members in past several years. –gain 21

Retention Rate – 88%; above the State and National goal of 85%

Started to developed a New Member Packet; orientation program

Member of the Year recipient – Kathy Goffer


Ways N Means:

Held our two annual fund raising events: Annual Golf Outing & Super CE Day Event


Sponsorship Programs:

Recruited Platinum partner – Anthem BC/BS

Committee created to strengthen our Sponsorship packages and vendor support.



All board members helped earn these awards by their committee activities and documentation. Awards committee tracked, collected, and organized the information


NEIAHU Chapter and Individual Program held August 17, 2015

NAHU Gold Certification –

NAHU Pacesetter Award

ISAHU 2015 Chapter of the Year

ISAHU Chapter Member of the Year –Kathy Goffer

NAHU Leading Producer Round Table – 9 NEIAHU qualifiers in 2015



Education & Programs:

Changed venue for General Monthly membership meetings which allow for better networking/learning

Provided 7 hours of CE credits to NEIAHU members & guests at monthly member meetings

Incorporated Rolling Announcements during networking and lunch portion of monthly meetings to help increase communication

Hosted Super CE Day Event – offered 15 hours of CE options with 8 hours of CE credits to members & guests

Partnered with local NAIFA chapter to improve networking and industry strength in our community.

Promoted the LPRT program to the membership throughout the year. Adding 5 new qualifiers




Created committee to help streamline the registration process and welcome members and guests.

Added survey monkey after each program to get member feedback input.

Shared guest contact information with membership to help in the recruiting efforts

Prepared a Chapter assessment survey

Introduced sign-up sheets at monthly meetings to encourage members to volunteer in areas where they have the most interest.

Initiate option for on-line registration and payment options


Media Relations:

Submitted 8 Press Releases and 3 Media Advisories showcasing chapter activity

Letter to Editor – submitted 3, 2 were picked up.

Total 2015 Press “HITS” – 7


What’s in Store for 2016:

2016 Capitol Conference in Washington, DC February 22-24, 2016

NEIAHU / NAIFA- team up for a State Day on the Hill – February 16, 2016

NEIAHU / NAIFA Super CE Day Event – April 28, 2016

Medicare Summit – Indianapolis, IN April 2016

86th Annual NAHU National Convention in Albuquerque, NM June 26-29, 2016

8th Annual ISAHU State Convention – Indianapolis, IN Summer, 2016

2016 Region 3 Conference – Late Summer 2016

NEIAHU Annual Golf Outing September 16, 2016


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