UPCOMING EVENTS
2007
I-DAY
THEME:
"Celebrate"
SPEAKER:
Priscilla Oppenheimer - Former
Director of Minor League Operations for the
San Diego Padres
SCHEDULE
OF EVENTS:
8:00-
10:00 |
2 CE - Ethics. Instruction
by Joyce Vogel of Barney & Barney. Class
provided by Sandi Kruise Insurance Training.
*Remaining 2 hours will be provided at an
IBA San Diego General Membership Meeting. |
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10:00–
12:30 |
Exhibit Hall Open |
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12:30–
2:30 |
Luncheon and Industry Awards. Guest Speaker:
Priscilla Oppenheimer, Former Director of
Minor League Operations for the San Diego
Padres. |
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2:30–
4:30 |
Exhibits Open
* Cocktail Hour, Exhibitor Drawings &
Raffle |
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| DATE: |
Wednesday May 16, 2007
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| LOCATION: |
Town and Country Resort and Convention
Center
500 Hotel Circle North
San Diego, CA 92108 |
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2007
GOLF TOURNAMENT |
Friday October 26
Maderas Golf Club
More details to follow
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COMMITTEE
REPORT
I-Day is fast approaching. Please take
the time to sign up for sponsorships, exhibitors booths,
continuing education, and the luncheon. Priscilla
Oppenheimer, our guest speaker, has many stories to
share about her career with the San Diego Padre Organization
and the many players she known. We look forward to
seeing you and many others in the Insurance Industry
for another great event!
- Daniel Frazee, Chairman
IBA San Diego's 2006 golf tournament
was another smashing success. With a full field of
144 players & wonderful sponsorship support from
the industry, we were able to donate $6,000 to the
A.B. and Jessie Polinsky Children's Center (PCC),
an emergency shelter for abused, abandoned and neglected
children. The 2007 golf tournament is scheduled for
Friday October 26th, at Maderas Golf Club in Poway,
and will no doubt be better than ever. Come join us
for a fun filled day of golf and camaraderie with
your industry peers.
- John Toon, Chairman
PRESIDENT'S MESSAGE IBA San Diego
recently celebrated the 2007 installation of our Officers
and Board at the Hall of Champions. Many thanks to our
members and friends who attended this event. I look
forward to the challenges of the new year and am honored
to follow in the footsteps of our recent past presidents;
Steve Shea, Brad Wilson and Gayle Bailey. Those will
be very large shoes to fill!
Continuing the goals and strong momentum of these past
leaders and their outstanding boards, we will strive
for the following goals in 2007:
• To sponsor the Most PROMINENT INSURANCE INDUSTRY
event in San Diego County, I - Day, bringing the association
members, as well as, interested friends together for
a day of insurance education, an inspirational speaker,
lunch and meeting old friends. In addition, promoting
and sponsoring the IBA Golf Tournament at Medeiros,
and making it even more glorious this year (if that’s
possible). Finally, we wrap up the year with the IBA
Holiday Party for Charity. The 2006 event was our most
successful and allowed the association to donate more
than $19,000 to local charities. We will strive to make
the 2007 event even more innovative than ever before.
• We will continue to promote our status as the
Premier Association for insurance agents and brokers
via our quarterly membership meetings, our improved
website, and through media releases recognizing significant
events.
• We will continue to present luncheon meeting
for our members addressing topical information with
the hope of increasing the knowledge of our agents and
guests.
• We will also be involved in the discussion
and possible implementation of insurance education classes
in the high schools in San Diego County. This would
promote interest in the insurance field with our youth
and perhaps lead to careers in insurance.
• We will continue to support IBA West, through
the Advocacy fund. Our local association’s monetary
support helps to ensure the important work of the Political
Action Committee and their ability to advocate for the
rights of independent agents and our clients.
I am excited about the New Y ear, and I look forward
to meeting more IBA agents and friends at our many events
and meetings.
Judy King, IBA San Diego President
Past President's Message:
I am very proud to have served as your president during
2007. It was a very productive year for your association,
and I wanted to take a moment to highlight our mutual
accomplishments. But first I want to sincerely thank
our associate members, who time after time step forward
to sponsor and attend events. Without their support,
we would not be able to put on the high quality events
that we do, in I-Day, the golf tournament, and the holiday
party. I also want to thank Lori Fentress, our executive
director, for her tireless service to the association
and to our board of directors, who volunteer their time
to make this the premier industry association for the
San Diego independent agent or broker.
Here are some accomplishments for 2006 that your board
hopes to build on for 2007:
- A record attendance at our annual Insurance Day, with
90 exhibitors and more than 600 attendees;
- $6,000 donated to the Polinsky Children's Center as
a result of proceeds generated at our annual golf tournament;
- $19,000 donated to the Burn Institute and the San
Diego Center for Children as a result of proceeds raised
at our annual holiday party;
- $10,000 contributed to the IBA West California First
Advocacy Fund;
- Member participation in a re-election fund-raiser
breakfast for Shirley Horton, California State Assembly
member from the 78th district. Individual IBA San Diego
members contributed a collective $3,600, and IBA West's
Political Action Committee contributed $2000, for a
total of $5,600 donated to the Horton campaign. Assemblymember
Horton has been a big supporter of our industry, and
we answered a call for support from IBA West on a grass
roots level.
- I attended a meet and greet breakfast with Steve Poizner,
the republican candidate for Insurance Commissioner.
- Our 2 member meetings in 2006 provided our members
with information vital to running their businesses.
The first was an errors & omissions seminar presented
by Bruno Katz, an e&o defense attorney, and the
second was a Town Hall meeting conducted by Stewart
Sawyer, President of IBA West and Steve Young, General
Counsel for IBA West.
I look forward to working with the new slate of officers
and directors in 2007 and beyond.
- Steve Shea, 2007 Past President
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We have posted our annual list of meetings
and events for the year 2007. Please take
a look at the website and mark your calendars
now for I Day and the Golf Tournament.
2007 is upon us so don’t forget
to renew your IBA West membership. Your
membership in this organization has never
been as valuable to your business as it
is today!!
Every year, IBA San Diego gives recognition
to five members through nominations or
presentation of the awards listed below.
If you know a member of our association
who should be considered for one of these
awards, please share that information
with the Nominating Committee. You may
contact Lori Fentress at the association
office at 619-749-5168, or email her at
lori@ibasandiego.com. All names should
be submitted for consideration by April
16, 2007. Criteria for each award is listed
below to assist you.
THE ANDREW H EKERN AWARD: This award
was established in 1965 when a local independent
insurance agent, Andrew H. Ekern, became
concerned about citizen apathy and its
direct influence on the rapid increase
in crime in this nation. The Stamp OUt
Crime Crusade resulting from his efforts
has spread to many California communities,
to neighboring states, and to cities across
the U.S.
Nominations for this award should be
someone who not only has served his fellow
insurance professionals well, but someone
who has given back his time and efforts
to the betterment of the community.
INSURANCE AGENT OF THE YEAR AWARD: This
award is presented to an agent member
of IBA San Diego for their years of service,
dedication and commitment to the association,
the insurance industry and their fellow
insurance brokers and agents of San DIego.
INSURANCE COMPANY PROFESSIONAL OF THE
YEAR AWARD: The Insurance Company Professional
of the Year Award is presented annually
at IDAY to an insurance company person,
recognizing his or her outstanding contributions
to the insurance industry and the American
Agency System over a period of years.
ASSOCIATE MEMBER OF THE YEAR AWARD: The
associate Member of the Year Award is
presented annually at IDAY to the Associate
member of IBA San Diego who has made exemplary
contribution of time, talent and money
to the association, usually over a period
of years.
INSURANCE WOMEN OF THE YEAR AWARD: The
Insurance Women of the Year Award is presented
annually at IDAY by the San Diego Insurance
Women organization based on their own
criteria. Contact SDIW for more information.
IBA San Diego will be making some changes
to their website. Starting March 15, 2007,
the Membership Directory portion of the
website will be password protected. All
current IBA San Diego Members will be
issued a password via email. This information
will be confidential to members only.
If you have trouble accessing the directory,
please contact the IBA San Diego Office
at 619-749-4530.
The San Diego Natural History Museum
is working to provide local businesses
and professionals with tools to address
the needs of clients whose homes are at
risk from wildfires. In March 2007, they
will host a one-day workshop that will
address key issues facing professionals
who work with homes, homeowners, and prospective
homeowners in wildfire prone areas. Instructors
include local fire officials, ecologists,
landscapers, and architects.
Who Should Attend: Landscape, building,
real estate, insurance and other professionals.
Dates and locations:
Saturday March 3; 9am-2pm at San Diego
History Museum, Balboa Park
Friday March 9; 7:30am-12:30pm at San
Diego Natural History Museum, Balboa Park
Thursday March 15; 12pm-5pm in Spring
Valley
Friday March 23; 12pm-5pm at Casa del
Prado, Balboa Park
Saturday March 31; 12pm-5pm in Rancho
Santa Fe
Cost: $25 per person
How to Enroll: To register, visit www.sdnhm.org/education/wildfire
or contact Christopher Blaylock at cblaylock@sdnhm.org
or 619.255.0289
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The Spring ROP classes at Grossmont
College for 2007 are currently in session.
They are:
BUS 229-INS 21 Property/Liability Insurance
(3 units)
BUS 233-INS 22 Personal Insurance (3 untis)
BUS 235-Delivering Insurance (3 units)
The 2007 Fall ROP class schedule will be
posted at a later date. Thank you for your
continued support of this program!
For more information, please contact Grossmont
College ROP at 619.644.7550.
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