In its sixth year in Jacksonville, Florida, Women in Insurance & Financial Services of Northeast Florida is pleased to present the 2017 Board. These Board Members bring years of experience in insurance, banking, accounting, and estate planning and legal practice; and they strongly support the WIFS mission—to attract, retain, and develop best in class in insurance and financial services professionals.
From left: Stephanie Perkins [Secretary/Programs]; Jana R. McCreary [Communications]; Sue Miller [Membership]; Angela Brown [President]; Tara Showalter [Immediate Past President]; Cindy B. Bohn [Treasurer].
Past and current board members of Women in Insurance & Financial Services of Northeast Florida met Tuesday night, June 14, at Blue Bamboo. The board members in attendance enjoyed a chance to socialize over Blue Bamboo’s “hip Asian comfort food,” while also taking a chance to talk about the direction of the organization and the upcoming national conference in Chicago this fall.
From left: Tara Showalter; Jana R. McCreary; Grace Staten; Cheryl Canzanella; Sue Miller; KC Padget; Lynda Graves
In its fifth year in Jacksonville, Florida, Women in Insurance & Financial Services of Northeast Florida is pleased to present the 2015-2016 Board. These Board Members bring years of experience in insurance, banking, accounting, and estate planning and legal practice; and they strongly support the WIFS mission—to attract, retain and develop best in class in insurance and financial services professionals.
From left: Christina Kelcourse [Governance]; Jana R. McCreary [Communications Director]; Sue Miller [Membership Director]; Jeanne Peterson [Special Events and Membership Committee]; Grace Staten [President]; Tara Showalter [Immediate Past President]; Angela Brown [President Elect]; Tracey Gess [Membership Committee]; Cindy Bohn [Treasurer]; Lynda Graves [Special Events Committee].
Not pictured: Cheryl Canzanella [Founding Member and Communications Committee]; Michelle Sheridan [Secretary].
Dear WIFS Members & Friends,
I am charged up — I just returned from our annual conference which I think you all are aware was held in Orlando — and, I wanted to share what a great time we had!
First, I was delighted there were 11 of us from the Chapter who were able to make it. Northeast FL Chapter Attendees included:
- Rebecca Brothers (Becky)
- Angela Brown
- Deanna Brown (pronounced Dina)
- Cheryl Canzanella*
- Jessica Dreicer
- Christina Loddo Epstein*(Chris)
- Tracey Gess
- K.C. Padget
- Lisa K. Pilgrim*
- Grace Staten
- Yours Truly*
Second, one of the best parts of the WIFS National Conference is the group of women who come from all over the U.S. who are eager to discuss the challenges, successes, resources and the support they’ve found in the course of their careers. We had a robust agenda and, in fact, several of our Northeast FL Chapter members hosted discussions or participated on panels during the course of our very exciting 2 ½ days. These included: Read the rest of this entry »
WIFS Northeast Florida invites you to join us for Breakfast!
Tuesday November 11, 2014
7:30am Sign-in & Networking
PLEASE NOTE OUR NEW LOCATION: Hotel Indigo
There will be an extra $5.00 charge for registration at the door, so those interested in attending are encouraged to register in advance at: https://wifs111114.eventbrite.com
“You can, too, write better than that!
….and make your memos & letters more than mush.”
Skills for Effective Writing…Getting your Message across Clearly and Concisely
Charles “Chuck” Day, Jr.
Experienced, award-winning writer, editor, author, speech writer
Writer, editor and author. Co-author of “The Making of the Super Bowl” and “Unreasonable Leadership.” Also collaborated with former U.S. Labor Secretary W.J. Usery on his memoirs in 2006-07. Has been teaching at the University of North Florida since 1999.
THANK YOU TO OUR GENEROUS SPONSOR:
Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS
with Aegis Pension Services
Chuck is president of SearchWrite Inc., which provides editorial and communications services for clients nationwide. Day’s career as an award-winning author, journalist, editor and speaker now spans more than 45 years. Since January 1999, he has been an Adjunct Professor at the University of North Florida.
Day’s books include: The Making of the Super Bowl with late NFL Executive Director Don Weiss; Unreasonable Leadership, a collaboration with Acosta, Inc. Executive Chairman and former CEO Gary Chartrand; a history of Ring Power Corp., which celebrated its 50th anniversary in 2012; and Jacksonville Football History, which recounts the city’s 14-year quest for the NFL. Book No. 6 is now under construction. In 2006 and ’07, Day helped former U.S. Labor Secretary W.J. Usery with his memoirs.
An Ohio native, Chuck and his wife Judy moved to Ponte Vedra Beach in late 1997. He launched SearchWrite in May 1999.
Before moving to Ponte Vedra Beach, Day enjoyed a distinguished career as a journalist and magazine editor. He spent more than 18 years with IndustryWeek, including six as its Editor-in-Chief. During his tenure, Day explored executive strategies with such CEOs as GE’s Jack Welch and Goodyear’s Stan Gault, and examined the ideas of leading management consultants such as Peter Drucker and Tom Peters.
Chuck began his career as a Cleveland Press sportswriter in 1969. He was in Cleveland Stadium when ABC’s Monday Night Football debuted in September 1970, and spent 22 seasons helping network TV and radio crews produce pro football games in Cleveland.
A Rotarian since late 1973, Chuck has served as president of two Clubs, including Ponte Vedra Beach Rotary in 2004-05. He is also a multiple Paul Harris Fellow of Rotary International.
Day served as a member of the Lakewood, Ohio, Board of Education for 16 years. In 1988 the Ohio School Boards Association named him one of the state’s top five school board members. He and Judy have two grown children, and one grandson.
WIFS of Northeast Florida hosts a “Lunch & Learn”
Incorporating Housing Wealth in Retirement Distribution Income Streams
Jacksonville, FL – April 28, 2014…..Women in Insurance & Financial Services of Northeast Florida (WIFS NEFL) is pleased to host its second Lunch & Learn of 2014 titled: “Incorporating Housing Wealth in Retirement Distribution Income Streams”. The lunch will be held on May 13, 2014 at the Sheraton Southside’s Bold City Grill.
WIFS Board member, Lynda Graves, and a Home Equity Retirement Specialist at Security 1 Lending said, “WIFS is delighted that my colleague, Shelley Giordano, a Certified CE Instructor for the American CE Institute, and the chair of the Funding Longevity task force at Security 1 Lending will be speaking about the new Home Equity Conversion Mortgage (HECM), its similarity to traditional mortgages and how Reverse Mortgages can help reduce the risk and concerns that seniors have about running out of money in retirement.”
“We are also delighted that since our successful joint social earlier this year, the Board of the Accounting & Financial Women’s Alliance (AFWA) has reached out to us and asked that we extend WIFS membership prices to their members for our upcoming Lunch & Learn, Read the rest of this entry »