UPCOMING EVENTS
Columbus Chapter of NABIP
3-Hour Ethics Session & Happy Hour
Ethical Standards for Ohio Insurance Agents
Learning from Recent Disciplinary Actions Taken Against Ohio Agents
Start 2025 off by joining NABIP Columbus members and guests for an ethics session and happy hour at Understory. We will be joined by guest speakers: Doug Anderson, Bevan Blake, and Michael Mullaly.
Registration is $40 per person and includes the 3-hour ethics session along with appetizers and one drink ticket during the happy hour portion of the event.
Panel Discussion, Golf, Happy Hour, & Networking Event
Please save the date. Additional details coming soon.
Happy Hour, Networking, & Toys for Tots Drive
Please save the date. Additional details coming soon.
Membership Luncheon Meeting & Toys for Tots Drive
About Our Event
HOW TO BUILD A CUSTOMIZED FINANCIAL WELLNESS PROGRAM, COMBINING INNOVATIVE SERVICE AND SOLUTIONS
Collaborate with the human resources decision maker or dedicated benefits manager to design a custom program for your organization, with an understanding of employees’ financial wellness needs. Emphasizing Health and Benefits Accounts, PNC Benefit Plus can help streamline employer spending account administration and drive employee use of health savings accounts (HSAs) flexible spending accounts (FSAs) and other benefit accounts.
We kindly ask that you bring a new, unopened, and unwrapped toy donation for our Toys for Tots drive to bring hope to children
Thank You to our Luncheon Sponsor!
Thank You to our Luncheon Sponsor!
About Our Speakers
JOHN FLAHERTY
John is a Vice President and Market Manager in PNC’s Organizational Financial Wellness group. John manages a dynamic team who work closely with organizations Human Resources leaders to deliver customized financial wellness benefits to help move employees forward financially.
He has been with PNC for 13 years. 9 of those spent working directly with company HR groups. Before his time as Market Manager he spent time in the retail segment as a Personal Banker, as a Business Development Officer in the WorkPlace Banking department, and as a Relationship Manager in the Commercial Banking group. On top of leading the Organizational Financial Wellness team in Central Ohio he works as a D&I Mentor which focuses on supporting employees inclusive leadership development and professional growth. He is also a Certified Women In Business Advocate, Certified Minority Business Advocate, and a Certified Climate Transition Advocate. John is a graduate of Wittenberg University and loves his ability to make an impact on individuals lives by helping them along their financial wellness journey.
JEREMY STRASSELL
Jeremy Strassell is an Assistant Vice President and Financial Wellness Consultant in PNC Organizational Financial Wellness, serving the Central Ohio market. He is a PNC-Certified Women’s Business Advocate. Jeremy works with healthcare, manufacturing and other types of organizations to create engaging, high-impact employee financial wellness programs.
With more than 15 years of financial services experience, Jeremy brings in-depth knowledge to his position. He began his career at PNC as a Customer Service Associate within the Retail branch network and then moved through positions of increasing responsibility including Senior WorkPlace Financial Consultant and Senior WorkPlace Business Development Officer before assuming his current role. Jeremy has been recognized for his exceptional achievements through the PNC Circle of Excellence Award and Market All-Star Award programs. Jeremy has a bachelor’s degree in Business Administration with an emphasis in Marketing from Indiana Tech in Fort Wayne. Jeremy volunteers hours in the community to provide Financial Wellness Seminars to educate and assist younger as well as older people navigate through their Financial Journey.
Golf & Happy Hour Event
Join us at Topgolf Columbus for driving range games, happy hour, and a panel discussion.
Registration includes access to the NABIP Columbus panel discussion in our privately reserved room followed by two (2) hours of golf games, food, and one (1) drink ticket.
Contact the NABIP Columbus Executive Director, Renae Davies, to discuss sponsorship opportunities by calling 614-389-4747 or emailing exec@nabipcolumbus.org
Annual Expo
Join your fellow NABIP Columbus members and guests during this year's event! Learn trade secrets, tips and tricks from top brokers in other markets, all while networking and catching up with old and new friends.
Membership Breakfast Meeting
Join NABIP Columbus for a Membership Breakfast Meeting with guest speaker, Brent Vogel, Jr. of The Standard. One-hour of CE credit will be provided for Brent’s presentation on “Supplemental Health Products and Enrollment”.
This course provides in introduction into enrollment and voluntary products that are sold to employees at the workplace. Throughout the course, common terminology is explained, along with product details of accident, critical Illness, and hospital indemnity insurance. The enrollment section describes the basics of enrollment support, including different solutions to maximize participation of the voluntary products.
Membership Luncheon Meeting
Join your fellow NABIP Columbus members and guests during this luncheon meeting!
“Takeover cases: Things to think about”
During this presentation, we will discuss a number of issues you should be aware of to help ensure a smooth transition between carriers – and help make sure that no employee falls through the cracks when their insurance changes from one group carrier to another. Topics include: actively at work, waiting periods, continuation of coverage, grandfathering dental takeover considerations.
NABIP Columbus 2024 Kick-Off and Holiday Party
Join your fellow NABIP Columbus members and guests during a half-day event that includes lunch, educational sessions, and happy hour! Additional details are forthcoming.
REGISTRATION COSTS:
$45 for NABIP Columbus Members (includes lunch, educational sessions, and happy hour)
$60 for Non-Members/Guests (includes lunch, educational sessions, and happy hour)
$20 for Happy Hour Only (includes happy hour from 4-6 pm only)
NABIP-Ohio Chapter - Region III Leadership & Training Conference
SAVE THE DATE for the NABIP Ohio Chapter’s upcoming Region III Leadership & Training Conference this August!
For more information, please CLICK HERE or visit the Ohio Chapter of NABIP Events Page!
NABIP Columbus Annual Golf Outing
Join us for this year’s annual Golf Outing for fun, golf, food, drinks, and camaraderie!
Registration Cost:
$100 per single golfer
$400 per foursome
Looking for more? Become a sponsor!
NABIP Columbus Annual Expo
Join us for this year’s Annual Expo for learning, networking, and visiting with old and new friends! Additional details are forthcoming.
Registration Costs: $109 for NABIP Columbus Members / $159 for Non-Members and Guests
Registration Deadline: Registration ends on Wednesday, May 3, 2023
Sponsorship Opportunities: Participate in this year’s event as a sponsor! Learn more at the link below.
Happy Hour and Networking Event
Join your fellow CAHU members for food, drinks, and camaraderie! Attendees will be responsible for their own bar tabs. Please bring a donation for Toys for Tots
ANNUAL EXPO
Join us for our Annual Expo on Wednesday, August 3, 2022 from 9:00 a.m. - 4:00 p.m. for Educational Sessions and Networking Opportunities. Stay after from 4:00 p.m. - 6:00 p.m. for a Happy Hour where you will be able to catch up with old friends and meet new ones!
Membership Luncheon
Join your fellow CAHU members and guests during this in-person luncheon! Welcome to modern, common sense health insurance that’s clear and simple to use. No more networks, no more referrals, no more games.
VIRTUAL PRESENTATION: Utilizing LinkedIn to help your Business Grow
During this presentation, LinkedIn Expert Jeffrey R. Young will teach you what is the best way to utilize LinkedIn to help your business and the tools that are offered to you to enhance your online presence.
MEMBERSHIP LUNCHEON MEETING
Join us for this in-person luncheon meeting where Barb Gerken will discuss the Broker Disclosure Rules.
VIRTUAL PRESENTATION: Why choose an Agency Management System?
Steve Ogden with AgencyBloc will be sharing reasons on why someone should be using an Agency Management System to help with their business. There will be a high-level overview of our system and specific features will be highlighted that can assist in organizing an agent’s book of business. Features include, but are not limited to; automated workflow, commissions, and sales pipeline.