The LOMA Society of Nebraska · Cash Outflows Total Operating Cash Outflows $463.79 Net cash...
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It’s been an interesting year so far with the fluctuation in temperatures, and the winds that seem to blow 30 mph every day. I guess we always expect the unexpected in the Midwest! We had a great Spring breakfast meeting to start off the year March 20th at Mahoney as speaker Mary Niemiec, Associate VP for Distance Education and Director of the University of Nebraska Online Worldwide, enlightened many of the members on the avail- ability of online courses for everyone that wanted to improve their knowledge and/or wanted a degree. I was pleasantly surprised with the options an individual has from a single class to various degrees that you can earn pretty much from your own home. Next up is the Spring Dinner Meeting on May 15th at the Embassy Suites in LaVista with Bruce Ramge Director of the Nebraska De- partment of Insurance to discuss upcoming Nebraska Insurance legislation that should be very informative as it will impact all mem- bers. Please get your reservation ASAP to your company repre- sentative to attend. This should be a great meeting. We will finish up the summer, first, with a community service activ- ity to be announced. We will try and update everyone with whom, where, and when as soon as we have it lined up. It is a great ex- perience to be involved with your fellow LOMA members and give back to the community. Second, one of our best attended events, the Wine and Cheese at Soaring Wings Vineyard in Springfield, will be held on August 14. Please come and network with other mem- bers and enjoy a relaxing evening. I hope everyone has some great plans for the summer to enjoy the outdoors and spend time with family and friends. Those who know me already will expect that I will spend some time on the golf course when I can. I look forward to seeing everyone at the Spring Dinner next week. Steve McKern, FLMI Nebraska LOMA Society President President’s Message-Steve McKern, FLMI Inside this issue: Board Members 2 Cash Flow Statement 3 Scholarship Info 3 Meeting Announcements 4 Board Mtg Notes 5 Membership Roster 6 The LOMA Society of Nebraska The Society Pages Calendar of Events: May 15: Spring Dinner, Em- bassy Suites in La Vista at 5 PM August 14: Wine & Cheese Meeting-Soaring Wings, Springfield, NE at 4:30pm September 7-9: LOMA Annual Conference in San Francisco October: Annual Seminar, Mahoney State Park November 13: Recognition Dinner, Embassy Suites in Lincoln at 5:00pm SPRING 2014
Transcript of The LOMA Society of Nebraska · Cash Outflows Total Operating Cash Outflows $463.79 Net cash...
It’s been an interesting year so far with the
fluctuation in temperatures, and the winds
that seem to blow 30 mph every day. I
guess we always expect the unexpected in
the Midwest!
We had a great Spring breakfast meeting to start off the year March 20th at Mahoney as speaker Mary Niemiec, Associate VP for Distance Education and Director of the University of Nebraska Online Worldwide, enlightened many of the members on the avail-ability of online courses for everyone that wanted to improve their knowledge and/or wanted a degree. I was pleasantly surprised with the options an individual has from a single class to various degrees that you can earn pretty much from your own home. Next up is the Spring Dinner Meeting on May 15th at the Embassy Suites in LaVista with Bruce Ramge Director of the Nebraska De-partment of Insurance to discuss upcoming Nebraska Insurance legislation that should be very informative as it will impact all mem-bers. Please get your reservation ASAP to your company repre-sentative to attend. This should be a great meeting. We will finish up the summer, first, with a community service activ-ity to be announced. We will try and update everyone with whom, where, and when as soon as we have it lined up. It is a great ex-perience to be involved with your fellow LOMA members and give back to the community. Second, one of our best attended events, the Wine and Cheese at Soaring Wings Vineyard in Springfield, will be held on August 14. Please come and network with other mem-bers and enjoy a relaxing evening. I hope everyone has some great plans for the summer to enjoy the outdoors and spend time with family and friends. Those who know me already will expect that I will spend some time on the golf course when I can. I look forward to seeing everyone at the Spring Dinner next week. Steve McKern, FLMI Nebraska LOMA Society President
President’s Message-Steve McKern, FLMI
Inside this issue:
Board Members 2
Cash Flow Statement 3
Scholarship Info 3
Meeting Announcements 4
Board Mtg Notes 5
Membership Roster 6
The LOMA Society of Nebraska
The Society Pages
Calendar of Events:
May 15: Spring Dinner, Em-
bassy Suites in La Vista at 5
PM
August 14: Wine & Cheese
Meeting-Soaring Wings,
Springfield, NE at 4:30pm
September 7-9: LOMA Annual
Conference in San Francisco
October: Annual Seminar,
Mahoney State Park
November 13: Recognition
Dinner, Embassy Suites in
Lincoln at 5:00pm
SPRING 2014
Program Chairperson
Diana Clark, FLMI, ACS
Practice Leader
Physicians Mutual
Email:
2014 Board Members
President
Steve McKern, FLMI Woodmen of the World 1700 Farnam Street Omaha, NE 68102 Phone: (402) 342-1890 Email: [email protected]
Page 2
Vice President
Carrie Michielutti, FLMI, AFSI,
AIAA, AIRC, ACS
Process & Communications
Training Team Lead: Insurance
Solutions
Dell
Phone: (402) 479-0115 ext. 3601
Email:
Past President
Jonathan Seifert, FLMI, FFSI,
ARA, PCS , PFSL
Life Claims Benefit Specialist
Lincoln Financial Group
8801 Indian Hills Drive
Omaha, NE 68114
Phone: (402) 361-7389
Email: [email protected]
Treasurer
Jonathan Seifert, FLMI, FFSI,
ARA, PCS , PFSL
Life Claims Benefit Specialist
Lincoln Financial Group
8801 Indian Hills Drive
Omaha, NE 68114
Phone: (402) 361-7389
Email: [email protected]
Membership Director
Jennifer Osterman, FLMI, PCS
Learning & Development Advisor
Dell
Phone: (402) 479-0115 ext. 7197
Email:
Audit Chairperson
OPEN
Communication
Megan Ludwickson, FLMI, AFSI, ARA, PCS,
AIAA, AIRC
Technical Analyst
Assurity Life Insurance Company
PO Box 82533
Lincoln, NE 68501
Phone: (402) 437-4559
Email: [email protected]
Secretary
Karla Schroeder, ACS, PCS, FLMI
Business Analyst
Allstate Financial
2940 S 84th Street
Lincoln, NE 68506
Phone: (402) 328-5349
Email: kar-
Education & Seminar
Scott Ussery, FLMI, PCS
Data Mining Statistician
Physicians Mutual
Email:
om
Scholarship
No Photo Available Jessie Ellen Waller, ACS, CRPS,
FLMI, QPFC
Director of Retirement Plans Market-
ing
Ameritas Life Insurance Corp.
5900 O Street
Lincoln, NE 68510
Phone: (402) 467-7332
Email: [email protected]
Society Rep
Christina Bentley, FLMI, PCS
Suitability Analyst
Allstate Financial Svcs, LLC
2920 S 84th Street
Lincoln, NE 68506
Phone: (402) 328-6832
Email: christina [email protected]
LOMA Society Cash flow Statement for the Quarter
Ended March 31st, 2014
Page 3
Scholarship Opportunity!
LOMA’s Contribution to Building the Future
2014 Scholarship Award Program
Applications are now being accepted for the Fall semester of 2014. Any student holding a sophomore or higher standing as of September 2014 is eligible to apply. Applicants are required to submit a transcript of their college coursework along with the application. For more information on the scholarship or to receive an application via email, please send your request to : Jessie Waller – LOMA Society of Nebraska Scholarship Chairman [email protected] Information can also be found on the website, WWW.LOMA-NE.ORG/Scholarships.html
Cash flows from operating activities
Cash Inflows
Total Operating Cash Inflows $10,202.00
Cash Outflows
Total Operating Cash Outflows $463.79
Net cash provided (used) by operating activities $9,738.21
Cash flows from investing activities
Net cash provided (used) by investing activities $6.76
Increase (decrease) in cash during the period $9,744.97
Cash balance at the beginning of the period $25,019.34
Cash balance at the end of the period $34,764.31
Phone: 402-437-4559 Fax: 866-255-2060 E-mail: [email protected]
We’re On the
web!!
WWW.LOMA-
NE.ORG
Contact: Megan Ludwickson Assurity Life Insurance Company Nebraska LOMA Society Holds Spring Breakfast
On March 20, 2014 the LOMA Society of Nebraska held its Spring Breakfast Meet-ing at Mahoney State Park. There were 44 Society members in attendance. The Key Note Speaker was the University of Nebraska’s, Mary Neimiec. Mary is the Associate Vice President for Distance Education and Director of the University of Nebraska Online Worldwide. After guests enjoyed a hot breakfast, President, Steve McKern opened the meet-ing by drawing door prize winners. A donation in the amount of $202.00 was raised for the Food Bank for the Heartland from door prize raffle tickets! Steve then introduced all the Society officers and announced that applications for the scholarship were now being accepted. Following the opening, Vice President, Carrie Michelutti introduced the guest speaker, Mary Neimiec. Mary is in charge of the University of Nebraska’s online learning initiative, Online Worldwide. Created in 2010, NU Online Worldwide brings together the online programs offered by the campuses of the University of Nebraska. There are more than 100 accredited fully online programs spanning undergraduate through doctoral. Carrie explained that with more and more LOMA courses being offered online, she thought that Mary would be speaking on a rele-vant topic for the LOMA society.
Mary explained that online learning is very important in Nebraska where there is
sometimes little opportunity for “brick and mortar” classrooms in many parts of
Nebraska. Mary went over all the different types of online classrooms and the im-
portance of online learning. Mary explained that online classrooms allow for diver-
sification by bringing together students that would not traditionally be in the
same classroom due to geographical constraints. Additionally, Mary went over the
online course offerings the University has for those in the insurance industry.
Spring Breakfast Meeting, March 20, 2014
Door Prize Winners: Ed Hausner - $15 Applebee’s gift card
Jack Cornelison – Foldable Step
Kathy Keiser – tire gauge, pen/pencil set
Michael Weller – pen/pencil set
Pam West - $15 Subway gift card
Patti Watchorn - $15 Applebee’s gift card
Page 4
Board Meeting Minutes: LOMA Board Meeting –Held March 20, 2014
Jonathan Seifert x Christina Bentley x Steve McKern x Jessie Waller
Karla Schroeder x Diana Clark x
Carrie Michielutti x Scott Ussery x
Megan Ludwickson x
Jennifer Osterman x
Board Meeting
10:05 am – Board Meeting begins
Membership/Membership Drive Update
At the time of our Spring Breakfast, our membership was at 132. Assurity, Lincoln Financial and Allstate had
membership drive booths. Woodmen is trying to schedule a booth and Dell reps have been attending
manager meetings to promote the LOMA Society.
Could we do a survey of the people that didn’t renew to see why they didn’t?
Our Society has an email account set up through our website so Jennifer can use that instead of her direct
email when contacting folks.
Jennifer sent an email to all the new designees and invited them to the Society. Carrie will pull a list every
quarter and send an email inviting folks to the next event and thank those who attended the previous
event.
Jennifer will print out certificates of everyone who has signed up to be a member so far.
Keep in mind that we may be able to tap into banks with the new designation.
Volunteer Opportunities
In Lincoln, the Center for People in Need has been a good opportunity for us helping distribute food and other
items to needy families around Thanksgiving.
Need to get something set up in Omaha and try to get more communication sent out beforehand. An idea is
the Ronald McDonald House. We agreed that if any of our companies were doing an event, send a mes-
sage to the group, post it on our website and Facebook page.
Open Positions in 2015
Auditor
Vice President
Distinguished Service Award – the 2014 candidate was identified
Director Reports:
President – No update
Vice President – Carrie has the speaker lined up for May and is working on a speaker for our November dinner.
Secretary – Karla contacted Jessie to see if she still plans to handle the scholarship duties and she will continue
that role. Karla will gather surveys at the end of our events, compile the results and send to the Board.
Treasurer – Jonathan will add the Resource Magazine link to our society website.
Program – Diana is working on a room at the Embassy so we can add that information to our website for the
November dinner.
Scholarship – No update
Seminar – looking at past seminar content and checking with corporate training for ideas for this year’s semi-
nar topic. Looking through previous feedback from LOMA events for content they’d like to see. Some ide-
as – personal sustainability, living green.
Audit – No update and still looking for someone to fill this role. Should be a Society member and preferably a
CPA.
Society Rep – No update.
Communications – Megan had an article published in Resource Magazine regarding our Anniversary Dinner
from November. She’ll write an article up for our Spring Breakfast.
Past President – Lincoln Financial Group has a newsletter and included a note about the LOMA Society.
Next Board Meeting will be Thursday, May 15 at Embassy Suites (LaVista) at 3:30 pm. The Spring Dinner will fol-
low at 5:00 pm.
2014 LOMA Society of Nebraska Member Roster
Physicians Mutual Allstate-Lincoln Benefit Life Robin Peterson Jason Bangs
Christina Bentley Linda Rezac Mutual of Omaha Diana Clark
Bobbi Gottula Susanne Rinne Antonette Bac Terry Clarke
John Otte Laurie Schneider James Bac Dottie Francis
Sally Reinhardt Anita Shields Daniel Back Katie Gurnett
Denise Roeder Karen Sinn Julie Bard-McConahay Ed Hausner
Karla Schroeder Stacy Stauffer Steven Becker Kathy Keiser
Michelle Spevak Amanda Tetzlaff Diana Behrends Susan Pickett
Kevin Thierolf Jon Boomgaarden Deborah Thielen
Kenny Torczon Rebecca Brack Mike Thompson
Samantha Vopalensky Randy Coleman Michael Wade
Jessie Ellen Waller Mark Dreager Michael Weller
Lisa Warwick Ann Felici Scott Ussery
Patricia Watchorn Steven Gause
American Enterprise Julie Gentry
Roger Rauscher Darlene Grandia
Steven Hoins
Glenda Hrdy
Alice Huber
Peggy Kriha
Mary Levert
Ameritas Corey Matis
Susan Barnhart Mary McLaughlin
Jenni Bartling Assurity Richard Mott Woodmen of the World
Debra Buehler Sara Beach Diane Peabody Annette Devine
Kara Buhman Ruth Cheek David Phillips Kathy Dollen
Mari Burch Amy Christensen Kathy Sands Rachael Eldridge
Lynn Carothers Eunice Cramer Ruth Sillman Heather Gouker
Cynthia Cecava Megan Ludwickson Keven Sorensen Mary Guest
Mary Chmelka Kathleen Vetch Ginny Tworek Cindy Hendricks
Michelle Conradt Richard VanHaute Ed Jacobson
Kenneth Dredge Roger Whitney Jeff Kern
Sandra Egger Mark Woodhead Sara Livergood
Ralph Fehringer Daniel Lucas
Craig Foote Dell Systems Steve McKern
Sally Gerdes Amanda Brand Laura Meston
Paula Gibson Carrie Michielutti Lori Newburn
Kay Glenn Nicole Moran David Schmitt
Sofia Golovey Jennifer Osterman Laura Sparks
Carley Goracke Linda Stowe
Stacy Grof
Lorrie Herel
Martha Higgins Lincoln Financial Group
Lynn Hilger Denise Cyr
Wendy Jordan Lynn Mulligan
Katherine Kovach Patrice Pirsch
Barbara Lingle Melissa Rowlet
Mary LoChiano Jonathan Siefert
Susan Maly Pam West Pacific Life Insurance Co
Kimberly McCord Fisher Joel Engel
Kim Moeller Larry Gardner
Dale Niebuhr Teresa Osborn
Judy Nissen Linda Turley
Christopher Ouellette
Kim Overton
