named programs · 3 · from sources
What they call their work
Custom Class Webinars
Member-exclusive continuing education webinars tailored to agency needs, providing CE credits and targeted industry knowledge
Elite Education Concierge Service
Agency-wide enrollment and compliance service for continuing education, including course management and reporting
Women’s Leadership Alliance
Program promoting career development and leadership skills for female insurance professionals through networking events, workshops, and clinics
activities · 4 groups
What they do
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Professional Certification and Continuing Education 2 activities
- Continuing education programs and concierge services for insurance professionalsProvides member-exclusive Custom Class Webinars and a concierge service that handles enrollment, compliance, reporting, and filing for continuing education credits; enables group participation for agency teams to achieve cost savings and streamlined training.
- Professional development and educational programming for insurance agentsOffers education programs led by nationally recognized instructors, including opportunities to earn professional designations and access to news, resources, and insights tailored to independent insurance agents.
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Insurance Industry Trade Association 1 activity
- Advocacy for insurance professionals in legislative and regulatory processesConducts advocacy at state and national levels to represent the interests of insurance professionals in legislative and regulatory matters.
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Professional Networking Events 1 activity
- Networking and professional community events for insurance industry participantsHosts in-person and virtual events such as pickleball tournaments, golf clinics, and book discussions to foster professional networking, including events specifically for women in the insurance industry with structured participation options and post-event meals.
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Insurance & Risk Management Professional Development 1 activity
- Scholarship programs for insurance professionalsOffers scholarships through state-specific programs to support professional growth and development in the insurance industry.
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financials · form 990 · fy2025
revenue
Total revenue$2.05M
Contributions & grants$00%
Program service revenue$1.58M77%
Investment income$468K23%
Other revenue$0
expenses
Total expenses$1.95M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$0
Largest expense lineOther
balance sheet
Total assets$11.98M
Cash$112K
Investments$11.73M
Liabilities$528K
Net assets$11.45M
Liquid reserves72.8 mo
6 years on record · 2020–2025 · YoY revenue +8.1%
leadership · form 990 part vii · fy2025
Who runs it
board members · 25
- DAVID DICKSON — ACTIVE PAST PRESIDENT
- DINA BRUNO CPIA — DIRECTOR
- ED CHADWICK — TREASURER
- ERIC COHEN — VICE PRESIDENT
- FRED HOLENDER CLU CPCU CHFC MSFS — ACTIVE PAST PRESIDENT
- GARY SLAVIN — ACTIVE PAST PRESIDENT
- GENE SANDY CIC — ACTIVE PAST PRESIDENT
- J CARLOS SHAWN VIANA — ACTIVE PAST PRESIDENT
- JAMES FERRIS CIC AAI CPIA CRM — ACTIVE PAST PRESIDENT
- JASON E BARTOW AAI CPIA — PRESIDENT
- JEFFREY H GREENFIELD — ACTIVE PAST PRESIDENT
- JOHN C PARSONS II CIC CPIA AAI — ACTIVE PAST PRESIDENT
- JOHN TOMASSI CPCU — ACTIVE PAST PRESIDENT
- JORGE HERNANDEZ — FIRST VICE PRESIDENT
- JUSTIN FRIES CIC CPCU CPIA — SECRETARY
- LESLIE C ROGOFF — DIRECTOR
- LYNNE R FRANK CPCU — ACTIVE PAST PRESIDENT
- MARSHALL GLASS CPIA — DIRECTOR
- MICHAEL A LOGUERCIO JR — PRESIDENT-ELECT
- MICHAEL J SKEELE CIC CIPA — NATIONAL DIRECTOR
- PETER BUCCINNA — DIRECTOR
- PETER CONTE — YIP LIAISON
- RICHARD A SAVINO CIC CPIA — ACTIVE PAST PRESIDENT
- RICHARD ANDREWS — IMMEDIATE PAST PRESIDENT
- RICHARD SIGNORELLI — DIRECTOR
relationships · 6
Who they work with
- AFCO Direct Partner — Advertising partner featured on the PIA website
- Decotis Partner — Advertising partner featured on the PIA website
- New York Network — Administers scholarship programs at the state level.
- Parsons Insurance Partner — Advertising partner featured on the PIA website
- Special Olympics New Jersey Partner — Supported by fundraising during a PIANJ Women’s Leadership Alliance event
- The Club at Monroe Partner — Host venue for the Women’s Leadership Alliance pickleball networking event.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Concierge Model for Continuing Educationmethodology: concierge_modelBy providing personalized, concierge-style management of continuing education logistics, the organization improves compliance and reduces administrative burden for agencies, because tailored support increases participation and ensures timely fulfillment of regulatory requirements.
- Four-Pillar Support Modelmethodology: four_pillar_support_modelBy organizing around four core pillars—information, education, legislation, and preservation—the organization systematically strengthens the capacity and sustainability of insurance professionals, because comprehensive support across these domains addresses both immediate operational needs and long-term industry resilience.
- Women's Leadership Development through Integrated Networkingmethodology: women_leadership_developmentBy combining professional development with recreational networking in a supportive environment, the organization fosters leadership growth among women in insurance, because integrating relationship-building with skill enhancement strengthens engagement and career advancement in a traditionally male-dominated field.