General CDCAGH Membership Meeting

Title: General CDCAGH Membership Meeting
Location: MHMRA – Conference Center – Room A (7033 SW Frwy., Houston, Tx. 77074)
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Description: “General CDCAGH Membership Meeting”

TOPIC:
 Do you know what insurance is required for construction projects?
 What types of insurance are available and needed to protect a CDC’s assets?
 How to manage a nonprofit’s risks and operations with insurance.
 Planning for the future – Retirement Products.
 Do Insurance Companies have foundations which can provide funds?
 Insurance Company and CRA?
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 Panel Insurance Professionals – Insurance Coverages/Products
 Handout Information on Insurance Foundation, 2 Other Foundations & CRA
 Presentation CDC Com’l Dev. in partnership/funding – Insurance Foundation

Date: Friday, May 18, 2012
Time: 9:30am to 11:00am
Place: MHMRA – Conference Center – Room A (7033 SW Frwy., Houston, Tx. 77074)

I. Registration
II. Welcome and Introduction * CDCAGH Board & All In Attendance
III. PRESENTATIONS:
Dale Zellmer – Swain and Baldwin Insurance– “Nonprofit Insurance Coverage”
Bill Baycroft – BankcorpSouth Insurance Services – “Project Insurance Coverage”
Ernie Wright – Wright Financial – “Annuities, IRA, 403b, Retirement Program”
IV. Handouts – Foundations & CRA (State Farm, Constellation, Exelon)
V. Kathy Payton – Fifth Ward CRC – 4300 Lyons (commercial dev. in partnership with State Farm)
VI. Announcements & Future Meetings – (1) July 20, 2012-TBD, (2) August 31, 2012–Council
Member Wanda Adams, (3) October 4, 2012 Green Training with LISC & Amanda Timm-focus
VII. Questions & Answers
VIII. Adjournment
IX. Networking

*** RSVP Required – Limited Seating – Priority Seating for Members – Open to nonprofits based on availability***
***RSVP @ # 713-970-7448 – leave a message: person attending, organization, & phone #***
Start Time: 09:30
Date: 2012-05-18
End Time: 11:00