CIU Executive Position Descriptions
As per CIU Bi-Laws Article C - Officer Responsibilities and Terms of Office*
*NOTE: Positions such as Secretary, Conference Director, Technical Director, and/or Treasurer can be extended for an additional year if turnover is high in a particular year without having the incumbent take on an additional term of office.
The Chair will act as the principle liaison with the CLHIA and other major underwriting Associations such as the AHOU. The Chair is the primary spokesperson and as such is responsible for responding to member's inquiries and those from within and outside the industry taking into consideration any conflict of interest which will then be passed to the Vice Chair.
The immediate Past Chair shall chair the Executive Council Nominating Committee consisting of the Chair, Vice Chair and Past Chair. The Past Chair shall also collect nominations for one member to serve as a CIU representative on the ALU board. Once nominees are determined the Executive Council will vote on a representative. Throughout the year, the Past Chair will act as a resource to other Executive Council members regarding historical and traditional issues as relating to the functioning of the CIU and support the Chair. Past Chair is responsible for reviewing and presenting to the Executive Council any necessary changes to the By-Laws and Constitution.
Other duties include manning and coordinating full coverage of the registration desk at the annual general meeting, maintaining CIU records, ordering gifts/plaques for departing Executive Council members and engraving the gavel to be presented to the Past Chair. The Secretary will also assist in proof reading correspondence as requested by other council members and any necessary help for the Program Director for other education sessions throughout the year.
For the Annual General Meeting, the Secretary will assist the Conference Director with duties as required including but not limited to preparing and distributing annual program booklets, speaker gifts, annual meeting signage, and the gavel.
The Conference Director may be asked to assist the Program Director on other education sessions throughout the year. An Executive Council member may assist with this position and become a preferred candidate for Conference Director in the future.
The Treasurer is responsible for maintaining the content of the CIU Financial Management Policy. The incumbent shall work closely with the administrator and audit or supervise the audit of all financial activities as they apply to the CIU. The Treasurer shall receive, disburse and account for all the funds of the CIU and shall open and maintain an account in the name of the CIU in such chartered bank or trust company as the Executive Council may approve. He/she shall annually present a report of the CIU's financial activities to the Executive Council and the Membership. In addition he/she is responsible for developing an annual budget for the CIU operations and the annual meeting. He/she liaises with the Program Director for education seminars throughout the year.
Duties include technical support for the Annual General Meeting,
assisting with main stage slides for the executive council and
for the speakers, contact for hotel AV prior to the Annual General
Meeting and onsite during the meeting to ensure correct equipment
is ordered as requested by the speakers. Technical assistance
may also be requested by the Program Chair for the additional
education sessions offered throughout the year.
Assistant Program Director:
The incumbent will be responsible for organizing and planning the education sessions throughout the year while working closely with the Vice Chair, Assistant Program Director and Program Committee while utilizing the Technical Director and Conference Director as needed. Responsibilities include booking venues, setting up webinars, arranging speakers, setting up planning meetings and assigning tasks to the Assistant Program Director and Program Committee. He/she will also assist with the Annual General Meeting planning as required. Regular updates will be provided to the Executive council throughout the year.
Executive Council Members:
The incumbents will be available to accept assignments from
other Executive Council members who have specific duties. They
will also provide input on matters of CIU policy and future direction.
At least one Executive Committee Member will serve as liaison
to the Technical Director and will assist in preparing the presentation
material for the Annual General Meeting. One may also be called
on to assist the Conference Director.
Copyright Canadian Institute of Underwriters (CIU)