Bluegrass Claims Association
Vol. 9, Issue 2
February 2019
Teresa Moreland,
President
Adam Weintraut,
Vice President
Nancy Avery,
Secretary
Apryl Fowler,
Treasurer
You’re invited to
attend the BGCA
Meetings, held every
third Thursday of the
month.
Equestrian Woods
107 Clubhouse Drive
Nicholasville, KY
Social Hour: 5:30pm
Dinner: 6:30pm
Meeting Cost: $20.00
Annual Dues: $25.00
It looks like the temperatures have warmed up a bit and we
are finally out of the deep freeze. Just remember it is not
long until Spring.
I would like to thank everyone that attended the January
meeting and CE class. February’s meeting is right around
the corner and I want to invite you all to come out and join
us.
The golf outing is June 20th at Boone Trace in Richmond
and I am already hard at work to make this year’s golf
outing a great success. This year our Christmas Party will
be at the Campbell House on December 13th. We hope
you’ll mark your calendars and plan to attend. We are
working on making this the best one yet with new ideas
with our end goal still being to feed as many Salvation Army
Angel Food Tree families as we can.
Remember to invite friends, co-workers and others in our
industry to join us in February. We would love to see the
BGCA continue to grow and expand.
I hope to see you all at the February meeting.
Sincerely,
Teresa
Bluegrass Claims Association
P.O. Box 24036, Lexington, KY 40524-4036
[email protected] bluegrassclaimsassociation.com
If you didn’t pay your $25.00 annual dues in January it
will be due at the February meeting
• February 21 - BGCA Meeting
• March 21 - CE Class - see attached flyer
• March 21 - BGCA Meeting
• April 18 - BGCA Meeting
• May 16 - CE Class
• May 16 - BGCA Meeting
• June 20 - BGCA Golf Outing at Boone Trace
SAVE THE DATE - July 25-26, 2019 KCA at Belterra Casino Resort
The Hope Center shelter opened in 1993 and has grown over the years. It
offers more than shelter and food. It provides a mental health program,
help with employment, transitional housing, a free health clinic, social
services, recovery program for men, Hispanic recovery, recovery pro-
gram for women, and so much more.
For more information https://www.hopectr.org/
The BGCA would like to thank Servpro for sponsoring the February
meeting. Without the support of our sponsors we would not be able to
provide the educational and social benefits of the BGCA to our members
and their guests.
Please be sure to thank our sponsors!
JAMES M. ROLLER, CPA/ABV/CFF, CVA
Partner, Accounting & Auditing, Hisle & Company
James M. Roller, Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), Certified in Financial Forensics (CFF), Certified Valuation Analyst (CVA), graduated with high distinction from Eastern Kentucky University with a Bachelor of Business Administration degree in Accounting in 1972. He was recognized by the Kentucky Society of Certified Public Accountants for passing all parts of the CPA examination on the first attempt and has been a CPA since 1980. He is a member of the American Institute of Certified Public Accountants (AICPA), the Kentucky Society of Certified Public Accountants (KSCPA), the National Association of Certified Valuation Analysts (NACVA) and the AICPA’s Forensic and Valuation Services (FVS) Membership Section.
His accounting experience includes a position as an accountant and securities examiner with the Kentucky Division of Securities, Department of Banking and Securities for three years. Since joining Hisle & Company in 1978, he has been involved in auditing corporate and partnership entities and nonprofit organizations, tax return preparation, business valuation and litigation support.
Be entered to win a $25 Visa Card. Follow the steps below for your chance to win!
1. Like this picture on Instagram
2. Follow BGCA_KENTUCKY
3. Share this picture on Instagram
Drawing at the BGCA Meeting on
2-21-19
**Must be present to win!**
DOOR PRIZE
You won’t want to miss your opportunity to win the Door Prize
for Adjusters and Attorneys at the February Meeting!
at
February 26 @ 9:00pm
Donated by Dale Nicholson, American Structure Point
2 tickets to the Arkansas at Kentucky basketball game! Section 40, Row R
March CE Class
Location: Equestrian Woods Country Club
107 Clubhouse Drive
Nicholasville, KY 40356
For those who attend these FREE CE classes & stay for the regularly scheduled BGCA meeting that evening will receive an extra drink ticket!
RSVP by 3.19.19 to [email protected]
• Thursday, March 21, 2019
Techniques & Strategies to Successfully Investigate KY PIP Claims
Presented by: Eric Rice with Quintairos, Prieto, Wood & Boyer, PA
Course - TBA
3:00pm - 5:00pm
Bluegrass Claims Association Golf Outing
Thursday, June 20, 2019
Boone Trace Golf Course, Richmond, KY
- 10:30am
- 11:00am
- begins promptly at NOON
DINNER - 5:00pm (after golf is complete)
- will follow dinner
COSTS FOR GOLF OUTING:
MEMBER: $75.00 (box lunch, golf & dinner)
MEMBER: $30.00 (dinner only)
NON-MEMBER: $125.00 (box lunch, golf & dinner)
NON-MEMBER: $45.00 (dinner only)
TO GET THE MEMBER RATE YOUR DUES MUST BE PAID.
Please complete and return to the address below with payment by June 13, 2019.
Late registration will incur a $ 25.00 late fee per golfer.
Mail payments and completed form to:
Bluegrass Claims Association PO Box 24036
Lexington, KY 40524-4036
Golfer form: If you would like to reserve your team spot but are unsure of who your team members will be, you may
write TBD. You must pay for the NON-MEMBER price; refunds will be given if you determine a member is playing.
OPTION #1
Team/Company Name _______________________________________________
Contact Person Name _______________________________________________
Player #1 Name _______________________________________________
Is player a BGCA member? YES ___________ NO ___________ Amount Paid $___________
Player #2 Name _______________________________________________
Is player a BGCA member? YES ___________ NO ___________ Amount Paid $___________
Player #3 Name _______________________________________________
Is player a BGCA member? YES ___________ NO ___________ Amount Paid $___________
Player #4 Name _______________________________________________
Is player a BGCA member? YES ___________ NO ___________ Amount Paid $___________
Total amount paid for team $_____________
**If a vendor sponsors a hole & a full team of 4 golfers, the least expensive golfer will be free. Please mark your free
golfer above.
OPTION #2
Individual Player Name_________________________________________________
Are you a BGCA Member? YES _____________ NO_____________
Phone Number_____________________________________
Company _____________________________________________________________________
Amount Paid $ ____________
OPTION #3
Dinner Only
**If you are a vendor who is working a booth on a hole & you want to eat lunch you must purchase the dinner option only.
Name_____________________________________________ Phone______________________________
Are you a BGCA Member? YES _____________ NO
Amount Paid $ ____________
PLEASE RETURN THIS FORM WITH PAYMENT TO PLAY GOLF
BGCA Golf Sponsorship Opportunities
Below is a description of the many sponsorship opportunities. Please fill out your form below and submit with payment to
the BGCA PO Box.
BEER CART:
$500.00 — Full Cart Sponsorship or $250.00 — Co-sponsorship to share sponsorship with another vendor.
SPONSOR REPRESENTATIVES MAY RIDE IN THE BEER CART. No extra carts will be available for the sponsor to
follow the beer cart.
HOLE SPONSORSHIP:
$150.00 — you may set up a tent and/or table at your sponsored hole (these are not provided). The golf course may
have one extra cart (to be shared by ALL vendors) for you to take your supplies to your sponsored hole, but no carts
can remain at the hole.
*If a vendor sponsors a hole & a full team of 4 golfers, the least expensive golfer will be free.
CONTEST HOLE SPONSORSHIP:
$150.00 — per contest (4 contests available): Closest to the Pin Men & Women and Longest Drive Men & Women.
Sponsor must supply the prize for the winner & will oversee monitoring the hole & who participates in the contest. You
may set up a tent and/or table at the assigned hole (these are not provided). The golf course may have one extra cart
(to be shared by ALL vendors) for you to take your supplies to your sponsored hole, but no carts can remain at the hole.
*If a vendor sponsors a contest & a full team of 4 golfers, the least expensive golfer will be free.
LONGEST PUTT CONTEST:
$150.00 — for putting green. Event will take place at golf turn between the 9th & 10th holes. Sponsor is responsible for
monitoring the contest & providing the prize for the winner.
SNACK SPONSOR: 2 SPONSORS NEEDED & THIS IS BASED ON FIRST COME, 1st AVAILABLE.
$100.00 — for snacks placed in goodie bags. You may also donate pens, koozies, etc. for the bags & supply business
cards to be affixed to the snacks. Donations of the bags would also be appreciated. We are also looking for small,
collapsible insulated bags to be donated by a vendor for golfers to have on their carts.
MULLIGANS WIL BE AVAILABLE THE DAY OF THE GOLF OUTING AT A COST OF $20.00 PER TEAM.
Bluegrass Claims Association Golf Outing
Thursday, June 20, 2019
Boone Trace Golf Course, Richmond, KY
BGCA Golf Sponsorship form: RETURN WITH PAYMENT
Company Name ____________________________________________
Contact Person Name____________________________________
Phone______________________
I will be sponsoring a (please indicate which: Beer Cart, Contest, Prize or Hole you'd
like to have). Please note you may sponsor multiple opportunities. We do our best to
honor all requests.
Beer Cart Amount Paid $ _______________
Hole Amount Paid $_______________ Hole #:_______
Contest Amount Paid $_______________
Snack Amount Paid $_______________
Putting Contest Amount Paid $_______________
I will bring a door prize YES ____ NO______
If you would like to sponsor a BEER CART please contact Teresa Moreland at
502-682-1271 [email protected] this is based on first come,
first available.
Please direct all questions to Teresa at the information above. Please bring door prizes
with a business card attached to the golf outing.
Sponsorship application & money are due by June 13, 2019