Forum 400's volunteer committees work directly with the Board of Directors on various aspects within the organization to sustain our integrity and purpose. The Forum 400 president appoints committee chairs each January at the Annual Meeting.
2012 Committees
2013 Annual Meeting Program Planning Committee
Chair: Howard Sharfman
Staff contact: Laura Sweitzer
The Annual Meeting Program Planning Committee ensures Forum 400 continues to produce the highest quality meetings of interest to wealth transfer and creation specialists, emphasizing sharing, peer-to-peer interaction and enhanced use of life insurance products as a wealth management and preservation model.
Annual Meeting Industry Partners Committee
Chair: Warren Steinborn
Staff contact: Alesha Neely
The Annual Meeting Industry Partners Committee leads efforts to identify, contact and present sponsorship opportunities to current and potential industry partners. Additionally, the committee ensures appropriate recognition and expressions of gratitude for industry partner exhibitors and assists staff with relationship-building efforts.
Communications Committee
Chair: Scott Richardson, JD, LLM, CLU, ChFC
Staff contact: Marcie Valerio
The Communications Committee works to clearly identify and articulate the identity of Forum 400. The committee uses findings from Forum 400 research to assist the strategic decisions of the association and works to discover new ways to effectively disseminate information to Forum 400 members and prospective members.
Executive Committee
Forum 400 President: Charles D. Hollander
Staff contact: Meghan Orsi
The Executive Committee ensures that Forum 400 is governed and managed effectively. The committee conducts routine administrative functions of the Board between regular meetings of the Board and reports promptly to the Board all actions taken.
Study Group Committee
Chair: Alan Pratt, CAP, CEP
Staff contact: Sarah Murphy
The Study Group Committee will be working to further develop Forum 400's initiative to form a Forum-based Study Group. This new initiative was received with great enthusiasm at the 2010 Annual Meeting and looks to be a great addition to the benefits of Forum 400 membership as we move forward.
Finance and Audit Committee
Chair: Chris Baker
Staff contact: Sarah Murphy
The Finance and Audit Committee reviews the finances of Forum 400 and assists the Board of Directors in setting budget parameters. Additionally, the committee reviews investment and asset allocation policies and serves to maintain the safety of Forum 400’s assets in light of current economic conditions.
Membership Committee
Membership Retention Chair: Brian Adcock
Membership Recruitment Chair: Dana Mikstay, CLU
Membership Experience Chair: Jay Weinstein, CLU, ChFC
Staff contact: Megan O'Donoghue
The Membership Committee develops a membership model that reflects shared values, common interests and synergy for life insurance producers. The committee uses data and analysis from membership research to formulate the membership model.
Nominating Committee
Chair: Richard H. Linsday, CLU, AEP, ChFC
Staff contact: Meghan Orsi
The Nominating Committee ensures the association is governed and managed effectively. The committee identifies potential presidents and directors for consideration by the membership at the 2012 Annual Meeting. Additionally, the committee develops orientation of board members to include roles, responsibilities, headquarter relationships and the leadership development series.