2026-03-04T12:00:25-08:00 2025-12-31 831916126 Peters Tax Preparation & Consulting PC 1657 West Broad St Unit 5 Richmond VA 23220 990 2025-01-01 566065123 Charlotte CPCU Society Chapter Inc CHAR 8006442101 720 Providence Road Malvern PA 19355 Vance Langdon Treasurer 2026-03-04 true Carly Wolk P03122175 8043321373 2025 2025-03-06 01:10:19Z Charles Kiser 720 Providence Road Malvern PA 19355 49419 false X https://charlotte.cpcusociety.org/ X 2006 NC The Charlotte CPCU Society Chapter, Inc. is a community of credentialed property and casualty insurance professionals who promote excellence through ethical behavior and continuing education. The CPCU Society is committed to providing resources, educational programs and Charlotte CPCU Society Chapter, Inc. leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards. 22 22 0 22 0 29504 34092 14425 15261 67 66 0 43996 49419 10000 8000 0 0 0 0 31410 43227 41410 51227 2586 -1808 52183 49158 0 52183 49158 The Charlotte CPCU Society Chapter, Inc. is a community of credentialed property and casualty insurance professionals who promote excellence through ethical behavior and continuing education. The CPCU Society is committed to providing resources, educational programs and Charlotte CPCU Society Chapter, Inc. leadership opportunities that attract talent and enable individuals to expand their technical insurance skills and business capabilities in order to improve the overall performance of the insurance industry while adhering to the highest ethical standards. false false 30502 8000 14301 Throughout the year, the Chapter organizes a number of events designed to provide a platform for team-building, networking, and engaging our members and young generations. Some of the annual events include: CPCU Shadow Day, the Annual Insurance Forum, Golf Tournament, Golf Tournament Fundraiser, and CPCU year-end annual meeting. While the Chapter strives to raise revenue during the sponsored events such as the Annual Insurance Forum, it is done with a goal of hosting the remainder of the events free of charge to our members, as well as providing annual scholarships to students at UNCC and ASU. $8,000 was awarded as part of our annual scholarship funds in 2025. We also send several members to the Leadership Summit and In2Risk conferences that provide plenty of educational and networking opportunities. 7380 1026 The Chapter is charged with providing 1-2 Continuing Education CE Courses covering relevant industry topics and trends. Many of our educational events held by the Chapter are qualified for CE credits. Our educational events in 2025 include our Annual Insurance Forum and Lunch and Learns. All educational topics either surround insurance-related topics or professional development. We also send several members to the Leadership Summit and In2Risk conferences that provide plenty of educational opportunities. 1429 The Charlotte CPCU Chapter has a long and active history of supporting local community since its founding in 1962. The Chapter is led by a Board, all of whom volunteer their time out of dedication to our industry, employers, learning institutions, and to our community at large by mentoring, teaching and serving the needs of others. Some of the outreach events the Chapter participates in annually include: park and street clean-up projects, and Hope Match family sponsorship. In 2025, we adopted several families and provided gifts to their children during the holidays. 39311 false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false false X 22 22 false false false false false false false true true false true true true true true true true true false false false X X Vance Langdon 8006442101 720 Providence Road Malvern PA 19355 X Jessica Lindley Director 1.00 0.00 X 0 0 0 David Rabb Director 1.00 0.00 X 0 0 0 Matt Thompson Director 1.00 0.00 X 0 0 0 Alex Boyles Director 1.00 0.00 X 0 0 0 Jon Hall Director 1.00 0.00 X 0 0 0 Doug Harrison Director 1.00 0.00 X 0 0 0 Will Pierce Director 1.00 0.00 X 0 0 0 Joseph Thomas Director 1.00 0.00 X 0 0 0 Madie Kiser Director 1.00 0.00 X X 0 0 0 Chris Long Director 1.00 0.00 X 0 0 0 Rachel Bridges Director 1.00 0.00 X 0 0 0 Harrison Cameron Director 1.00 0.00 X 0 0 0 Charles Kiser President 1.00 0.00 X X 0 0 0 Craig McCarter Director 1.00 0.00 X 0 0 0 Temy Clemmons Vice President 1.00 0.00 X X 0 0 0 Alex Tiscione Secretary 1.00 0.00 X 0 0 0 Vance Langdon Treasurer 1.00 0.00 X 0 0 0 Tyler Then Director 1.00 0.00 X 0 0 0 Dana Palmer Director 1.00 0.00 X 0 0 0 Andrew Satterfield Director 1.00 0.00 X 0 0 0 Tony Crawley Director 1.00 0.00 X 0 0 0 Mike Ogunti Director 1.00 0.00 X 0 0 0 0 false false false 0 15695 18397 34092 Conferences/Networking 611430 14235 14235 CPCU and Cont Ed Classes 611430 1026 1026 15261 66 66 0 0 0 0 0 0 0 0 49419 15327 8000 8000 0 0 0 0 0 0 0 0 0 0 0 535 535 0 0 0 0 0 0 0 0 0 2904 2904 0 31351 31351 0 0 0 0 Miscellaneous Expense 6635 6635 Governor Expenses 877 877 Bank/PayPal Fees 701 701 Board Meetings 224 224 0 51227 39351 11876 0 19152 16061 33031 33097 0 0 0 0 0 0 0 0 0 0 0 0 0 52183 49158 0 0 X 52183 49158 52183 49158 52183 49158 -1808 -1217 X false false false false true true false Form 990, Part VI, Section B, Line 11b Board members are provided a copy of the Form 990 once it has been prepared by an outside CPA firm. The Board makes any changes it deems necessary. The return is filed. These actions are documented in the board meeting minutes. Form 990, Part VI, Section C, Line 19 No documents available to the public.