IIABCal Leadership Groups

The following is a list of our committees. Please click on the name of a committee below to view its description, officers and members.

Blue Ribbon ConferenceBlue Ribbon Conference

To assist in the design, marketing and implementation of the annual Blue Ribbon Conference. To make recommendations for the subject matter to be addressed at the business sessions and for special events to be held in conjunction with the conference. To identify and assist in securing speakers and panelists for the business sessions. To support the identification and solicitation of targeted broker/agent and senior carrier management prospective participants.

Board of DirectorsBoard of Directors

Guided by our dedication to the public interest, our mission on behalf of insurance brokers and agents in the West is to:

  • Be their unrelenting legislative, judicial, regulatory and industry advocate.
  • Provide insurance and financial products, business services and education programs that enhance their ability to sell and serve their customers.
  • Vigorously promote to the public the value of their professional services.
  • Further integrity and excellence in business practices.
  • Assist members to prosper in the face of dynamic change and challenges within the integrated financial services industry.

Executive CommitteeExecutive Committee

Finance CouncilFinance Council

To oversee the financial affairs of the association and its subsidiary corporations. Responsibilities include:

  • Oversee the preparation of accurate, timely and meaningful financial statements for the association’s board of directors;
  • To review association and subsidiary corporation(s) financial statements, monitor performance to budget, and provide monthly projection of expected year-end results;
  • To oversee the development of the annual budget for the association and its subsidiary corporation(s) that reflects the association’s strategic plan and board policies;
  • To monitor compliance with Independent Insurance Agents and Brokers of California financial and accounting policies and recommend changes to those policies as appropriate;
  • To safeguard the association’s assets and annually evaluate and make recommendations regarding the insurance and risk management needs of the organization;
  • To meet regularly and report to the Independent Insurance Agents and Brokers of California board of directors at each regular meeting of the board;
  • To review and reassess the Council’s mission annually, and recommend any changes to the Board for its consideration.

IIABA CommitteesIIABA Committees

IIABCal member represent the state on the national level by participating on IIABA committees.  The Independent Insurance Agents & Brokers of America, Inc., also known as the Big “I"® or IIABA®  is a national trade association that strives to provide independent insurance agents and brokers with a sustainable competitive advantage in the insurance marketplace by equipping members with tools and resources, advocacy and support to maintain excellence in business and customer service. 

Independent Insurance Producer Service Corporation (IIPSC)Independent Insurance Producer Service Corporation (IIPSC)

InsurPATH CommitteeInsurPATH Committee

Investment CommitteeInvestment Committee

The Investment Committee assists the Board of Directors in fulfilling its responsibility for the investment of assets of the association. The Committee is responsible for formulating the Investment Policy subject to approval of the Board of Directors and for establishing and implementing Investment Guidelines in furtherance of the Policy. The Committee directs and monitors the management and investment of the portfolio.

LeadUp CouncilLeadUp Council

The purpose of the LeadUp Council is to oversee IIABCal’s InsurPATH conference and Pathfinder Project. This council will have oversight responsibilities for the development of InsurPATH, including making recommendations for the program topics and speakers, and the new Pathfinder Project.

Nominating CommitteeNominating Committee