Reports from the Region VII Directors
2025 - Q2

EDUCATION Director - Andrea gable-setterstrom

It is certainly a trying time for our association. During the course of our employment, we have all experienced this before, probably more than once. Remember when your employer decided to upgrade their software and you couldn’t reach the help desk or when your group health insurance carrier was changed and you couldn’t access their web site! There have probably been many times over the years where the upgrade just didn’t go as expected or the new launch had a few kinks. This is one of those unfortunate times for our association. Patience is required along with sympathy for our volunteer leaders who are devoting all their efforts and brain power to resolving the issues to get us back online as soon as possible and contract with a new management company.

While we are experiencing some growing pains, it doesn’t mean you have to give up your plans to continue your education and achieve that designation. Below is a list of classes currently on the calendar offered by Region I. Yes, they are offered at 6PM EST, (3 PM PST), but perhaps you can share with your employer your dedication to education and ask for a long lunch or extended hours to make up the time. If you can access ZOOM you can still take the class.

If you are interested in any of the following classes and are not able to sign in to your profile to register online or purchase the study guide, please reach out to me. I will contact the organizer of the class and see if there is a workaround. We don’t know unless we ASK!

Here is the current list of classes as of October 9, 2025

October 28 CLP-A The Golden Rule Part 1

October 29 CLP-A The Golden Rule Part 2

November 17 ACR Understanding Generational Differences Part 1

November 17 ACR Excellence in Business Etiquette

November 18 ACR Understanding Generational Differences Part 2

Plans to create classes in our time zone are on a brief hold until the website issues are fully resolved but if you share with me where your interest lies, I will do all that I can to put a class together to help you accomplish your goal.

Help me fill Region VII’s education calendar for 2026.

In fellowship,

Andrea Gable Setterstrom, CLP

e-mail: asetter@aol.com

Mobile: 323-997-0055

Sherry Gamble, AU, CPIW - Region VII Education Liaison

Marketing Director - Regina Lemanowicz, CLP

Key Tools for Association Marketing

Marketing tools for associations include CRM systems, marketing automation platforms, social media management tools, content creation tools like Canva, and email marketing software like Mailchimp and Constant Contact. Associations also benefit from video marketing tools and fundraising solutions to engage members and donors effectively.  

  • Content Creation Tools:

    • Graphic Design: Canva provides templates for professional-looking social media graphics, presentations, and reports, even for teams without a dedicated designer. I personally use Canva for event flyers.  They do have a free program with limited templates. 

    • Video: Tools such as Loom or Vidyard facilitate screen recording and video marketing, which is effective for attracting and retaining members.  Upload regular videos to your social media highlighting members and your sponsors. 

  • Email Marketing Software: Platforms like Constant Contact, Association Sphere, Mailchimp or HubSpot are essential for communicating with members and donors through segmented campaigns and targeted messages.  These platforms offer a variety of pricing levels.  Use the free trial options to become familiar with the program before making a decision on which one best fits your association. 

  • Social Media Management Platforms: Tools such as Buffer, Hootsuite, or Sprout Social help schedule posts, plan content, and manage multiple social accounts efficiently.  

  • Web Analytics: Tools like Google Analytics are crucial for tracking website performance, understanding your audience, and making data-driven marketing decisions. 

  • Fundraising Solutions: Platforms that integrate with your marketing efforts can simplify the donation process, making it easier for supporters to contribute. Consider adding a special link on your flyers for optional donations.  Make sure to explain what the donation is for, such as a local charity. 

In fellowship, 

Regina Lemanowicz, CLP - Region VII Marketing Director

Rita Auch - Region VII Marketing Liaison

MEMBERSHIP Director - alison holmes, ains, ais, cisr, cpiw, dae, clp

Happy Fall Y’all

As you all are most likely aware, the EC is dealing with website issues and conducting the search for a new management company, so we are in a bit of a “hold pattern” at the moment, however, this is a wonderful time for us all to practice our elevator speeches to both potential members and employers on why IAIP is a great investment in everyone’s future who is involved in the Insurance Industry. We can all take a few minutes when available and remember why we are members and share those reasons with potential members, employers and sponsors.

Although we do not have a lot to report right now, we are looking forward to the next update from the Board on accessibility to information and membership reports.

Please feel free to reach out at any time with membership questions or suggestions. My liaison and I are here if you need anything as well as your RVP.

In Fellowship,

Alison Holmes, AINS, AIS, CISR, CPIW, DAE, CLP – Region VII Membership Director

Martha Nobriga, CPSR, CPIW– Region VII Membership Liaison

Member-at-Large Director - sandy malone, cic, ciip, cisr, acsr, clp-A, DAE, dtm

You and your insurance guests are invited to join MALs on Wednesday, October 29 th from 5-6pm PT for our Halloween Spooktacular virtual Happy Hour. Costumes are encouraged and you’ll have a chance to win one of two $25 gift cards, for questions and the zoom link, please email me at sandy.malone85@gmail.com. 

If you’re not able to attend and are looking to be engaged, why not attend a chapter meeting via Zoom or commit to online education with IAIP? There are scholarships available, apply today (deadline January 2026). There are mini opportunities that require less time, like monitoring an online education course. Ask me or our RVP Terri Brennan for suggestions.

Our Region VII website has a great calendar for upcoming events including this one. Be good to yourself and grow.

Dutifully yours,

Sandy Malone, CIC CISR ACR CLP CLP-A CIIP DAE DTM

Region VII – MAL Director

425-876-0511 cell

sandy.malone85@gmail.com

Jacoba Johnson, CSFP, DAE, AIS, AU, AIMS, CPSP, CPIA, CIC, CPIW- Region VII Member-At-Large Liaison

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