Organizations Filed Purposes:
THE MISSION OF PRMA IS TO IMPROVE ADVICE, COVERAGE AND SERVICE PROVIDED TO THE HIGH NET WORTH INSURANCE CONSUMER THROUGH EDUCATION AND INCREASED AWARENESS.
SET-UP AND MAINTENANCE OF THE ORGANIZATIONS WEBSITE. PROMOTION AND MANAGEMENT OF NEW AND RENEWAL MEMBERSHIPS. DEVELOPMENT AND EXECUTION OF EDUCATIONAL AND INFORMATION RESOURCES TO MEMBERS. CURRENT OFFERINGS INCLUDED THE PRMA INSIGHT SERIES - A MONTHLY WEBINAR WHERE EXPERTS IN THE INSURANCE INDUSTRY ARE INVITED TO GUEST LECTURE FOLLOWED BY A QUESTION AND ANSWER PERIOD WHICH ENCOURAGES AN INTERACTIVE LEARNING EXPERIENCE; CLIENT EXPERIENCE PLATFORM - PROVIDES MEMBERS WITH ACCESS TO NET PROMOTER SCORE (NPS) SOFTWARE TO MEASURE THE CLIENT EXPERIENCE/CLIENT SATISFACTION WITHIN THEIR ORGANIZATION; THOUGHT LEADERSHIP - SURVEYS AND CONTENT CREATION THROUGH ARTICLES AND BLOGS TO HELP MEMBERS RAISE AWARENESS ABOUT THE BENEFITS OF WORKING WITH A SPECIALIST.
THE CHARTERED PRIVATE RISK AND INSURANCE ADVISOR (CPRIA) CERTIFICATE IS AN ONLINE CERTIFICATION PROGRAM SPECIFICALLY DEVELOPED FOR PROFESSIONALS IN RISK MANAGEMENT CENTER FOR PROFESSIONAL EDUCATION, CPRIA AIMS TO BROADEN KNOWLEDGE AND ENABLE PARTICIPANTS TO BETTER ADVISE CLIENTS AND PROVIDE YOU WITH SPECIALIZED SOLUTIONS TO COMPLEX INDUSTRY ISSUES. THE CERTIFICATION PROGRAM WAS LAUNCHED IN MAY OF 2015 AND CURRENTLY HAS OVER 400 PARTICIPANTS AND OVER 500 GRADUATES. THE ADVANCED CHARTERED PRIVATE RISK AND INSURANCE ADVISOR (ACPRIA) CERTIFICATION WAS LAUCNED IN NOVEMBER OF 2018 AND HAS 30 PARTICIPANTS. THE ACPRIA PROGRAM PROVIDES AN OPPORTUNITY TO FURTHER PARTICIPANTS KNOWLEDFE AND RAISE THEIR PROFESSIONAL PROFILE THROUGH A THOUGH LEADERSHIP PROGRAM COMPRISED OF PEER GROUP COLLABORATION AND INDIVIDUAL RESEARCH. DEVELOPMENT OF THE INTRODUCTION TO FAMILY OFFICE RISK MANAGEMENT WAS DEVELOPED FOR LAUNCH IN JUNE 2019.
THE ASSOCIATION OFFERS AN ANNUAL SUMMIT, A TWO-DAY EDUCATIONAL CONFERENCE, TO MEMBERS AND NON-MEMBERS. THE SUMMIT PROVIDES ACCESS TO SUBJECT MATTER EXPERTS IN THE HIGH NET WORTH PERSONAL RISK MANAGEMENT NICHE IN GENERAL, BREAK-OUT AND ROUND-TABLE SESSIONS. NOVEMBER 2018 MARKED THE 5TH ANNUAL SUMMIT. SUMMIT ATTENDANCE HAS INCREASED YEAR OVER YEAR.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Lisa A Lindsay | EXECUTIVE DIRECTOR & TRUSTEE | 40 | $144,432 |
| Mary Russell | TRUSTEE | 1 | $0 |
| Jason Ott | TRUSTEE | 1 | $0 |
| Patience Marmer | TRUSTEE | 1 | $0 |
| Patricia Lebon | TRUSTEE | 1 | $0 |
| Bryant Kolle | TRUSTEE | 1 | $0 |
| Kimberlee Connell | TRUSTEE | 1 | $0 |
| Frances Obrien | TRUSTEE | 1 | $0 |
| William Gatewood | TRUSTEE | 1 | $0 |
| Robert Courtmanche | TRUSTEE | 1 | $0 |
| Susan Ogrodnik Smith | TRUSTEE | 1 | $0 |
| Gary J Pasternack | SECRETARY & TRUSTEE | 1 | $0 |
| James P Kane | PRESIDENT & TRUSTEE | 5 | $0 |
| Ross Buchmueller | TRUSTEE | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/201911349349304926_public.xml