News

Summer Board Meeting

The VT CPCU Society board meeting will soon take place this summer. We will also be sending out a member satisfaction survey to engage everyone and add new ideas for the future.

CPCU Vermont Chapter Earns the 2025 Circle of Excellence!

Based on the VT Chapter’s outstanding achievements, we are delighted to share that the Vermont Chapter has earned a place in the 2025 Circle of Excellence!

The Circle of Excellence Program honors chapters that successfully advance strategic, chapter, and member-focused goals. The VT Chapter’s accomplishments reflect a strong commitment to delivering meaningful value to our members, elevating thought leadership, and supporting the CPCU Society’s broader strategic vision. We are truly grateful for and inspired by all that we have  achieved!

May 2026 CEO Roundtable!

Reminder to all CPCU’s that our CEO round table breakfast meeting will be held at the Capitol Plaza in Montpelier on 5/14/26 from 8-10am. If you are starting to take CPCU classes or interested in joining as a pathways member please reach out. We are always looking to add dedicated insurance professionals to our board. This includes the CPCU mentoring match program where you can work with a VT CPCU.

Excited for our Upcoming CEO Roundtable in May 2026!

Once again we are excited to have our annual CEO round table meeting. This will be held at the Capitol Plaza in Montpelier on 5/14/26 from 8-10am.

CPCU February Board Meeting Updates

On 2/17/26 the VT CPCU board meet and discuss the year ahead. Some discussion points include the board's focus on meeting the goals of the CPCU Society's Circle of Excellence. Stay tuned for other updates and virtual meetings to expand your knowledge and earn CE credits. We are in need of a Secretary so please reach out if you would be interested to join this fun group of insurance professionals.

January 2026 CPCU Meeting Was a Success!

On 1/21/26 we held a virtual meeting with speaker Jim Cruise, SUI from Co-op Insurance. The topic covered Fire Danger and Human Behavior. It was a real eye opener not only as a homeowner or landlord, but how we would act in certain fire situations.

Happy New Year!

The VT CPCU Society is excited about all of the amazing educational opportunities and meetings we have in-store for 2026. Stay tuned to our news feed for upcoming events and information!

CPCU 540 Online Class from the VT CPCU Society Chapter

The Vermont CPCU Society Chapter is pleased to announce we are hosting a FREE online class for the CPCU 540: Contributing to Insurer Financial Performance course this Fall! This is a difficult core course, and we want to help, so we have hired Kelli-Jo Cloutier, a recognized course instructor with The Institutes. This online class is open to all Insurance Professionals. There is no fee and membership in the Vermont Chapter of CPCU is not required. However, students will need to purchase the study material and exam separately.

Instructor background: Kelli-Jo Cloutier is the Controller at Co-operative Insurance Companies and lives in Addison, VT. She holds CPCU, AIC, AIS, AIAF, and ARe designations. Kelli-Jo is currently an adjunct Accounting Professor at Champlain College. She has been with Co-op for 12 years where she has worked her way from Accounting Intermediate to Assistant Controller to her current role as Controller. She earned her bachelor’s degree in accounting and associate’s degree in paralegal studies from Champlain College and her master’s degree in accounting at the Southern New Hampshire University.

FREE online class for the CPCU 530: Applying Legal Concepts to Insurance course this Spring!

The Vermont CPCU Society Chapter is pleased to announce we are hosting a FREE online class for the CPCU 530: Applying Legal Concepts to Insurance course this Spring!

This is a difficult core course, and we want to help, so we have hired, Kelli-Jo Cloutier, a recognized course instructor with The Institutes.

This online class is open to all Insurance Professionals. There is no fee and membership in the Vermont Chapter of CPCU is not required. However, students will need to purchase the study material and exam separately.

Course details:

Instructor background: Kelli-Jo Cloutier is the Controller at Co-operative Insurance Companies and lives in Addison, VT. She holds CPCU, AIC, AIS, AIAF, and ARe designations. Kelli-Jo is currently an adjunct Accounting Professor at Champlain College. She has been with Co-op for 11 years where she has worked her way from Accounting Intermediate to Assistant Controller to her current role as Controller. Before joining Co-op, she was Staff Accountant for A.M. Peisch & Company, LLP CPA’s. She earned her bachelor’s degree in accounting and associate’s degree in paralegal studies from Champlain College and her master’s degree in accounting at the Southern New Hampshire University.

If you would like to attend or know of someone who would like to, please email Kelli-Jo Cloutier at [email protected] by February 21, 2025.

FREE online class for the CPCU 540: Contributing to Insurer Financial Performance course this fall!

The Vermont CPCU Society Chapter is pleased to announce we are hosting a FREE online class for the CPCU 540: Contributing to Insurer Financial Performance course this fall!

This is a difficult core course, and we want to help. We have hired Kelli-Jo Cloutier, a recognized course instructor with The Institutes.

This online class is open to all Insurance Professionals. There is no fee and membership in the Vermont Chapter of CPCU is not required. However, students will need to purchase the study material and exam separately.

Course details:
o Date & Time: Wednesday’s 12-1pm starting 09/04/24 – 10/16/24
o Testing Window: 10/15/24 – 12/15/24
o Microsoft Teams platform for online class
o CPCU 540: Contributing to Insurer Financial Performance should be purchased prior to the start of class
(CPCU® | The Institutes). Estimated costs for study material $379-$469 and exam $329-$409.

Instructor background: Kelli-Jo Cloutier is the Controller at Co-operative Insurance Companies and lives in Addison, VT. She holds CPCU, AIS and ARe designations. Kelli-Jo has been with Co-op for 11 years; 4 years as Assistant Controller and 5 years as Accounting Intermediate. Before joining The Co-op she was Staff Accountant for A.M. Peisch & Company, LLP CPA’s. She earned her Bachelor’s Degree in Accounting and Associates Degree in Paralegal Studies from Champlain College and her Master’s Degree in Accounting at the Southern New Hampshire University.

If you would like to  attend or know of someone who would like to, please email Kelli-Jo Cloutier at [email protected] by August 28, 2024.

FREE online class for the CPCU 520 Meeting Challenges Across Insurance Operations course this Spring!

The Vermont CPCU Society Chapter is pleased to announce we are hosting a FREE online class for the CPCU 520 Meeting Challenges Across Insurance Operations course this Spring!

This is a difficult core course, and we want to help, so we have hired, Kelli-Jo Cloutier, a recognized course instructor with The Institutes.

This online class is open to all Insurance Professionals. There is no fee and membership in the Vermont Chapter of CPCU is not required. However, students will need to purchase the study material and exam separately.

Course details:
o Date & Time: Wednesday’s 12-1pm starting 02/28/23 – 04/18/23
o Testing Window: 04/15/23 – 06/15/23
o Microsoft Teams platform for online class
o CPCU 520 Meeting Challenges Across Insurance Operations should be purchased prior to the start of class (CPCU® | The Institutes). Estimated costs for study material $365-$445 and exam $315-$395.
o If your employer does not offer financial assistance for these costs and you are a Vermont resident, the Vermont CPCU Society may be able to help pay for materials and/or the exam. See Kelli-Jo Cloutier contact info below.

Instructor background: Kelli-Jo Cloutier is the Controller at Co-operative Insurance Companies and lives in Addison, VT. She holds CPCU, AIS and ARe designations. Kelli-Jo has been with Co-op for 10 years; 4 years as Assistant Controller and 5 years as Accounting Intermediate. Before joining The Co-op she was Staff Accountant for A.M. Peisch & Company, LLP CPA’s. She earned her Bachelor’s Degree in Accounting and Associates Degree in Paralegal Studies from Champlain College and her Master’s Degree in Accounting at the Southern New Hampshire University.

If you would like to attend or know of someone who would like to, please email Kelli-Jo Cloutier at [email protected] by February 23, 2023.

Announcing Free CPCU online class for CPCU 500 Managing Evolving Risks course this Fall 2023!

The Vermont CPCU Society Chapter is pleased to announce we are hosting a FREE online class for the CPCU 500 Managing Evolving Risks course this Fall!

This is a difficult core course, and we want to help, so we have hired, Kelli-Jo Cloutier, a recognized course instructor with The Institutes.

This online class is open to all Insurance Professionals. There is no fee and membership in the Vermont Chapter of CPCU is not required. However, students will need to purchase the study material and exam separately.

Course details:

• Date & Time: Wednesday’s 12-1pm starting 9/6/2023 – 11/29/2023
• Testing Window: 10/15/2023 – 12/15/2023
• Microsoft Teams platform for online class
• CPCU 500: Managing Evolving Risks should be purchased prior to the start of class. Please make sure to purchase materials for the 10/15/2023 testing window, which are estimated to be available mid-July. Estimated costs for study material $365-$445 and exam $315-$395.

• If your employer does not offer financial assistance for these costs, the VT CPCU Society may be able to help pay for materials and/or the exam. See Kelli-Jo Cloutier contact info below.

Instructor background: Kelli-Jo Cloutier is the Controller at Co-operative Insurance Companies and lives in Addison, VT. She holds CPCU, AIS and ARe designations. Kelli-Jo has been with Co-op for 10 years; 4 years as Assistant Controller and 5 years as Accounting Intermediate. Before joining The Co-op she was Staff Accountant for A.M. Peisch & Company, LLP CPA’s. She earned her Bachelor’s Degree in Accounting and Associates Degree in Paralegal Studies from Champlain College and her Master’s Degree in Accounting at the Southern New Hampshire University.

If you would like to attend or know of someone who would like to, please email Kelli-Jo Cloutier at [email protected] by August 28, 2023.

Announcing New and Free CPCU Virtual Series to be held Fall 2023–Spring 2025!

The Vermont CPCU Society Chapter is pleased to announce we are hosting a series of FREE online classes for all CPCU core courses CPCU 500 (Fall 2023), 520 (Spring 2024), 540 (Fall 2024) and 530 (Spring 2025)! You can sign up for an individual class or join us for the entire series this Fall! Students will need to purchase the study material and exams separately. Kelli-Jo Cloutier, a recognized course instructor with The Institutes, will be teaching each course. These online classes are open to all Insurance Professionals and anyone with an interest in obtaining the CPCU designation.

There is no fee and membership in the Vermont Chapter of CPCU is not required. If you need financial assistance for the study material and/or exam costs, the VT CPCU Society can help pay for materials and/or the exam. See Garrett Martin’s contact info below.

Instructor background: Kelli-Jo Cloutier is the Controller at Co-operative Insurance Companies and lives in Addison, VT. She holds CPCU, AIS and ARe designations. Kelli-Jo has been with Co-op for 10 years; 4 years as Assistant Controller and 5 years as Accounting Intermediate. Before joining The Co-op she was Staff Accountant for A.M. Peisch & Company, LLP CPA’s. She earned her Bachelor’s Degree in Accounting and Associates Degree in Paralegal Studies from Champlain College and her Master’s Degree in Accounting at the Southern New Hampshire University.

Please join Kelli-Jo and Garrett for a podcast to talk about the series, the benefits of a CPCU designation in general and answer any questions you may have in August 2023. Let Garrett Martin know if you want to join our podcast at [email protected] and we will send you the link!

Back to School Savings - 25% Off Course Materials!

As we enter the Back-to-School season, we’re excited to share our Fall Back to School season promotion offering 25% off of most Institutes course materials.  This discount is not limited to CPCU course materials but includes most Institutes course materials.

The promotion code is SALE25 and runs through August 31.  https://bit.ly/37ij7hJ

If you have any questions, please contact The Institutes' Customer Success team at 800-644-2101.

$500 VT CPCU 2021 Scholarship Awarded to Brianna Parent! Congratulations!

Congratulations to Brianna Parent for being awarded the VT CPCU Society Chapter's 2021 Scholarship!

The VT CPCU Society Chapter is committed to providing resources, educational programs and leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards.

This scholarship is being offered to those students who are interested in a career in business.

For more information about the scholarship, please review our scholarship application on our website under the "About This Chapter" tab under "Documents". You can also obtain information about our scholarship in the VSAC Scholarship Booklet (http://www.vsac.org/pay/student-aid-options/scholarships).

$500 VT CPCU 2020 Scholarship Awarded to Nicolas Desranleau! Congratulations!

We are committed to providing resources, educational programs and leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards.

This scholarship is being offered to those students who are interested in a career in business.

For more information, please review our scholarship application on our website under the "About This Chapter" tab under "Documents". You can also obtain information about our scholarship in the VSAC Scholarship Booklet (http://www.vsac.org/pay/student-aid-options/scholarships).

Congratulations Morgan Stevens on the $500 VT CPCU 2018 Scholarship!

By Garrett Martin

We are committed to providing resources, educational programs and leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards.

This scholarship is being offered to those students who are interested in a career in business.

Please contact Kim Powers, CPCU for an application (due by June 30th, 2018) and/or requirements at: [email protected].

$500 VT CPCU 2017 Scholarship Awarded to Nathaniel Kingsley of Rutland High School! Congratulations!

By Garrett Martin

We are committed to providing resources, educational programs and leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards. 

Please see the below, which can be found in the VSAC Scholarship Booklet (http://www.vsac.org/pay/student-aid-options/scholarships):

We would like to thank our Sponsors

By Garrett Martin

As always, I would like to give a sincere THANK YOU to our corporate sponsors who have made this series of meetings possible at no cost to individual members.  If your employer is among our sponsors please take a moment to extend your thanks to them as well and let them know that you really appreciate their support of your association of insurance professionals. If your employer might want to become a sponsor, please contact our secretary Kim Perrigo for more information.

Titanium:

Vermont Mutual; Co-operative Insurance

Platinum: VLCT

Gold: NCCI; Union Mutual

Silver: Burlington Electric; Ohio Mutual