What an interesting spring we’ve been having so far! The rain alone has posed quite a bit of a prob-
lem for most of us in Eastern Nebraska. I keep
thinking that if anyone makes the statement “I’m gonna make it rain,” it would be heard with a re-
sounding “NO!” Even with the rains and flooding, Nebraskans have shown how to come together to
help each other out as a community. Over the past several months there have been countless stories of
everyday people making large impacts on their communities. The LOMA
Society of Nebraska is also trying to take up this mantle. We are hoping to get volunteer opportunities in Lincoln and in Omaha. I would welcome
any suggestions for our membership on something that drives your pas-sion towards giving.
Hopefully, despite busy schedules or acts of nature, you are all finding
time to enjoy yourself. Perhaps you also attended one of our great events that have happened this year. In March we welcomed Nat Craw-
ford out to our Spring Breakfast at Mahoney Park. It was a great morning session focusing on Leadership Skills building. Nat really prompted every-
one to find their breakout year and focus on growing themselves. Just a few weeks ago we had our May meeting in Lincoln. We changed it
up on our membership too (you know us board members, always trying
something new). We held the event at the Cornhusker and created a so-cial hour in the atrium. If you were able to attend, we hope you enjoyed
the differences. We also had two tremendous speakers. Pat Haverty, Vice President of Lincoln Economic Development Partnership and Randy
Thelen, Senior Vice President of Economic Development for the Omaha
Chamber of Commerce. They talked about all of the great things that are happening in Lincoln and Omaha. There was also a decent rivalry be-
tween the two it seemed, which is strange since Omaha and Lincoln never compete at anything. They even discussed the chances of making Omaha
a center hub for Financial Services. Good news to all of us Insurance and
Financial Services professionals! As we get into the busy summer months, with graduations and vacations,
I hope you can make time to come out to our next event (and subse-quently most popular event for some unknown reason). The Wine and
Cheese event will take place on August 13th at Soaring Wings Vineyard starting with social hour at 4:30 PM and the Meeting at 5:00 PM. Should
be a great meeting and then we will be having our seminar this fall as
well. I hope you all have a great summer and I look forward to seeing you all
at an upcoming event!
Carrie Michielutti, FLMI, FFSI, AIRC, ACS, AIAA Nebraska LOMA Society President
President’s Message-Carrie Michielutti, FLMI, FFSI, AIRC, ACS, AIAA
Inside this issue:
Board Members 2
Cash Flow Statement 3
Scholarship Info 3
Meeting Announcements 4
Board Mtg Notes 5
Membership Roster 6
The LOMA Society of Nebraska
The Society Pages
Calendar of Events:
August 13: Wine & Cheese
Meeting-Soaring Wings,
Springfield, NE at 4:30pm
September 9-11: LOMA
Annual Conference in Bos-
ton
September 30: Annual Semi-
nar, Woodmen in Omaha
November 12: Recognition
Dinner, Embassy Suites in
LaVista at 5:00pm
December 3: Board Meeting,
Dell in Lincoln
SPRING 2015
Program Chairperson
Diana Clark, FLMI, ACS
Practice Leader
Physicians Mutual
Email:
2015 Board Members
President
Carrie Michielutti, FLMI, AFSI,
AIAA, AIRC, ACS
Process & Communications Train-
ing Team Lead: Insurance Solu-
tions
Dell
Phone: (402) 479-0115 ext. 3601
Email:
Page 2
Vice President
Christina Bentley, FLMI, PCS
Suitability Analyst
Allstate Financial Svcs, LLC
2920 S 84th Street
Lincoln, NE 68506
Phone: (402) 328-6832
Email: christ-
Past President
Steve McKern, FLMI Woodmen of the World 1700 Farnam Street Omaha, NE 68102 Phone: (402) 342-1890 Email: [email protected]
Treasurer
Jonathan Seifert, FLMI, FFSI,
ARA, PCS , PFSL
Life Claims Benefit Specialist
Lincoln Financial Group
8801 Indian Hills Drive
Omaha, NE 68114
Phone: (402) 361-7389
Email: [email protected]
Membership Director
OPEN
Audit Chairperson
Steve McKern, FLMI Woodmen of the World 1700 Farnam Street Omaha, NE 68102 Phone: (402) 342-1890
Email: [email protected]
Communication
Megan Ludwickson, FLMI, AFSI, ARA, PCS,
AIAA, AIRC
Technical Analyst
Assurity Life Insurance Company
PO Box 82533
Lincoln, NE 68501
Phone: (402) 437-4559
Email: [email protected]
Secretary
Jennifer Osterman, FLMI, PCS
Learning & Development Advisor
Dell
Phone: (402) 479-0115 ext. 7197
Email:
Education & Seminar
Scott Ussery, FLMI, PCS
Data Mining Statistician
Physicians Mutual
Email:
om
Scholarship
No Photo Available Jessie Ellen Waller, ACS, CRPS,
FLMI, QPFC
Director of Retirement Plans Market-
ing
Ameritas Life Insurance Corp.
5900 O Street
Lincoln, NE 68510
Phone: (402) 467-7332
Email: [email protected]
Society Rep
Christina Bentley, FLMI, PCS
Suitability Analyst
Allstate Financial Svcs, LLC
2920 S 84th Street
Lincoln, NE 68506
Phone: (402) 328-6832
Email: christina [email protected]
LOMA Society Cash flow Statement for the Quarter
Ended March 31st, 2015
Page 3
Scholarship Opportunity!
LOMA’s Contribution to Building the Future
2015 Scholarship Award Program
Applications are now being accepted for the Fall semester of 2015. Any student holding a sophomore or higher standing as of September 2015 is eligible to apply. Applicants are required to submit a transcript of their college coursework along with the application. For more information on the scholarship or to receive an application via email, please send your request to : Jessie Waller – LOMA Society of Nebraska Scholarship Chairman [email protected] Information can also be found on the website, http://www.loma-ne.org/scholarships.html
Cash flows from operating activities
Cash Inflows
Total Operating Cash Inflows $7,999.89
Cash Outflows
Total Operating Cash Outflows $1,864.41
Net cash provided (used) by operating activities $6,135.48
Cash flows from investing activities
Net cash provided (used) by investing activities $6.44
Increase (decrease) in cash during the period $6,141.92
Cash balance at the beginning of the period $24,416.73
Cash balance at the end of the period $30,558.65
Phone: 402-437-4559 E-mail: [email protected]
We’re On the
web!!
WWW.LOMA-
NE.ORG
Contact: Megan Ludwickson Assurity Life Insurance Company
Nebraska LOMA Society Spring Breakfast
On March 19, 2015, the LOMA Society of Nebraska hosted its annual Spring
Breakfast Meeting at Mahoney State Park. There were 45 members in attendance
to hear Nat Crawford’s presentation on “Influential Leadership”. Nat Crawford is
the President of Cornerstone Leadership Solutions.
After guests enjoyed a hot breakfast, President, Carrie Michielutti opened the
meeting by introducing the Society Officers, recognizing new members and an-
nouncing the Membership Director opening. Carrie then drew for door prize win-
ners. Through attendee donations, $109.00 was raised for the Food Bank from
door prize raffle tickets!
After the opening, Carrie introduced the guest speaker, Nat Crawford. Nat has
over ten years of experience in leadership training, personal mentoring and
coaching. He is a certified speaker through Dynamic Communicators International
and a certified executive coach through the Center for Influential Leadership.
Nat’s topic for our meeting was “Influential Leadership: A Prescription for Effec-
tive Organizational Leadership”. Nat shared the results of several surveys that
indicated there were performance gaps in the workforce. One of these studies
suggested that 70% of the workforce is disengaged or actively disengaged. Nat
shared many ideas and resources to help us become better leaders and to com-
bat these workforce gaps.
The board met following the membership meeting. Former membership director,
Jennifer Osterman, reported that membership was currently at 122 members.
Program director, Diana Clark shared some new ideas she was able to implement
for upcoming meetings. The board also approved meeting minutes from the Janu-
ary meeting and discussed ideas for the annual seminar.
Spring Breakfast Meeting, March 19, 2015
Door Prize Winners: Cathy Sands – $15 Burger King gift card
Wendy Jordan – Pacific Life Tote Bag donated by Pacific Life
Mary Burch – tire gauge and mouse pad
Ginny Tworek – $15 Coldstone gift card
Anita Shields - $15 Starbucks gift card
Page 4
Meeting Notes
Meeting Date: March 19, 2015
LOMA Society of Nebraska Spring Breakfast Meeting
Jonathan Seifert x Christina Bentley
Steve McKern Jessie Waller
Scott Ussery x Diana Clark x
Carrie Michielutti x
Megan Ludwickson x
Jennifer Osterman x
Opening remarks, President, Carrie Michielutti
Welcome new members
Introduce board members, still in need of membership director
Speaker Nat Crawford, President of Leadership Solutions
Presentation: Influential Leadership A Prescription for Effective Leadership
Individual leadership behavior is the #1 predictor of organizational performance.
The reality
Very few organizations invest time and money in leadership development
Most of the leadership development training ignores the essential element linked to performance outcomes
(behavior).
The result
Leaders and managers often spend more than ½ their time fixing people problems.
Influential Leadership
Is a journey, changing your thinking, beliefs, reconnecting with your passions.
Three kinds of influence: situational, temporary and permanent
Influence is about making a difference in the lives of people
It is time for your breakthrough, personal breakthroughs drive organizational breakthroughs
Three influential leadership principles
Self awareness: Create a personal mission statement. Behavior is a choice, not a personality.
Collaboration: Zig Zigler, positive thinking
Connectivity: develop and enhance communication skills, remember names and things about your employ-
ees to connect on a personal level (build respect).
Event + Response= The quality of the outcome
Board meeting afterwards. Quick roundtable discussion. No new updates to announce.
Respectfully Submitted
Jennifer Osterman
Minutes
Notes
Meeting Invitees / Attendees
Name Attended Name Attended
2015 LOMA Society of Nebraska Member Roster
Physicians Mutual Allstate Sarah Pracheil Jason Bangs
Christina Bentley Linda Rezac Mutual of Omaha Diana Clark
Todd Nieman Susanne Rinne Antonette Bac Terry Clarke
Sally Reinhardt Anita Shields James Bac Dottie Francis
Karla Schroeder Karen Sinn Daniel Back Katie Gurnett
Michelle Spevak Stacy Stauffer Julie Bard-McConahay Ed Hausner
Isaac Waltman Amanda Tetzlaff Steven Becker Kathy Keiser
Kevin Thierolf Rebecca Brack Susan Pickett
Megan Timperley Debi Burrell-Thiem Deborah Thielen
Kenny Torczon Randy Coleman Mike Thompson
Samantha Vopalensky Steven Gause Michael Wade
Jessie Ellen Waller Julie Gentry Michael Weller
Lisa Warwick Darlene Grandia Scott Ussery
Patricia Watchorn Steven Hoins
American Enterprise Glenda Hrdy
Roger Rauscher Alice Huber
Peggy Kriha
Mary Levert
Corey Matis
Mary McLaughlin
Richard Mott
Ameritas Diane Peabody
Jenni Bartling David Phillips
Debra Buehler Assurity Kathy Sands Woodmen of the World
Kara Buhman Sara Beach Keven Sorensen Annette Devine
Mari Burch Nate Beiermann Ginny Tworek Kathy Dollen
Lynn Carothers Ruth Cheek Richard VanHaute Rachael Eldridge
Cynthia Cecava Amy Christensen Heather Gouker
Mary Chmelka Eunice Cramer Dottie Hamilton
Michelle Conradt Julie Fichtner Denise Holzapfel
Kenneth Dredge Megan Ludwickson Ed Jacobson
Sandra Egger Jean McKinnon Jeff Kern
Ralph Fehringer Daniel Lucas
Craig Foote Steve McKern
Christopher Frankland Dell Systems Laura Meston
Sally Gerdes Carrie Michielutti Lori Newburn
Paula Gibson Jennifer Osterman David Schmitt
Sofia Golovey Trudy Waltman Pacific Life Insurance Co Laura Sparks
Stacy Grof Joel Engel Linda Stowe
Lorrie Herel Teresa Osborn
Martha Higgins Linda Turley
Byrony Hokanson-Jack
Wendy Jordan Lincoln Financial Group
Lynn Hilger Denise Cyr
Katherine Kovach Patrice Pirsch
Barbara Lingle Melissa Rowlet
Susan Maly Jonathan Seifert
Kimberly McCord Fisher Pam West
Angela Michaelson
Kim Moeller
Judy Nissen
Christopher Ouellette
Kim Overton
Robin Peterson
