Regional Events and News 

Eastern Region

Eastern Region News: by Evelyn Jorgensen – Eastern Region VP

Welcome to 2017….the year of change! We’ve certainly seen – or will see - change in this country and in the world throughout 2017.  SITE is changing too!  Our Board of Directors is working hard to grow our membership (additional members = a large resource pool for you to tap into); provide additional value to our members through an improved InSITE – featuring focused articles on specific topics; review options for an advanced ITP (Insurance Training Professional) designation and more.  We also plan to share articles on our SITE LinkedIn group (you’re not a member?? – Go to LinkedIn Groups and search for Society of Insurance Trainers and Educators to join!). We are also looking to expand our SITE Huddles to all of our membership that will give us more collaboration and discussion. 

You’ll also see additional opportunities to get involved in SITE – by writing articles, hosting huddles, presenting at webinars, workshops or at our annual conference (San Antonio, here we come!).  You’ll also see additional opportunties to serve on committees.  Just looking to get your feet wet in volunteerism? Think about being a state director for the region, or hosting a SITE social in your area.  TOGETHER we work to provide value to others while we gain the benefits of personal and professional growth.  

Evelyn Jorgensen, SCLA, AIC, ITP
Learning Services Manager - Claims

Southern Region

“SITE Networking Event and Mixer”. Come out and join your fellow SITE members for networking and relationship building on Thursday, May 25th from 6pm – 8pm. The event will be held at Besito Restaurant in Tampa located at 205 Westshore Plaza, Tampa FL 33607.

 “This will be a great opportunity to meet fellow insurance and training professionals in the Tampa Bay area. We look forward to seeing you there! 

Southern  Region News: by Sherry Moor  – Southern Region VP 

Hello, Southern Region. 

I am sitting in my office here in St. Petersburg, FL looking forward to wearing a sweater for the first time this year.  Florida has finally decided to participate in winter…for a couple of days anyhow.   There are all kinds of great things happening here in our region.  We have a Train the Trainer class being held here in St. Petersburg on 2/22 and 2/23.  I am taking part in the class this time and I’m really excited to put my knowledge to the test and learn from my peers.  If you have not taken SITE’s Train the Trainer class yet, you still have time to sign up for the June session which will take place right before the annual conference.  One of the things I’m really excited about is that after completing the Train the Trainer class all of us will then be able to apply for the ITP (Insurance Training Professional) designation.  This is an exclusive SITE member benefit.  Plus, who doesn’t want some extra initials on their business card, right?  In addition to the TTT, the southern region will be hosting the 2017 annual conference in beautiful San Antonio, TX.  The Westin Hotel, where the conference will be held, is right on the Riverwalk, and it is gorgeous!  We have a lot of fantastic speakers and sessions to teach and inspire, and we have several networking opportunities where you can meet new friends and catch up with friends you haven’t seen since the last conference.  We will also have a southern region meeting at the conference where you can get to know your southern peeps and let me know what SITE can do to make your membership even better. 

SITE is a volunteer organization and I have had several of you reach out to me recently to find out about how you can get involved.   Here are a few of the many options that you can do to get involved:  host a social, host a training event, host a virtual huddle, write an article in InSITE, become a regional director, volunteer at the conference, and even be on the board.  The more you put into SITE the more you will get out of it.  I have truly enjoyed being a part of this organization and I am honored to have the opportunity to represent the southern region as your VP again this year.  I hope to see everyone in San Antonio in June.    

Sherry Moor AAI 
National Accounts Corporate Trainer
American Strategic Insurance


Western Region

Western  Region News: by Helen Gomez  – Western Region VP


2016 is flying by.  Before you know it will be time to see each other at conference! So I want to ask for your help to connect before conference. I would love to get to know you and I know others would like to get to know you a well. I’m looking for volunteers to host either a virtual networking gathering and or a gathering at a local restaurant. Let’s connect before conference!  Please send me an email or give me a call.

 I have some exciting news to share….Train The Trainer is coming to California! Please save the date September 20 & 21, 2017. Liberty Mutual will be hosting the training at my home office in Aliso Viejo, CA. More details will be available on our SITE website.

Hope you are having a great year and I look forward to connecting soon!

Helen Gomez
Senior Training Specialist
Liberty Mutual


Central Region 

Hello, SITE Friends!

Unfortunately, I don’t have a lot to report at this time. We had a very well-attended Train the Trainer session early in November, and I hope all of the participants will share their experiences with their colleagues. Many of us land roles in training because we are so familiar with the products and services that our companies offer, not because we understand the learning process and what it’s like to teach to other adults! The next Train the Trainer session will be is in two weeks in St. Petersburg, Florida – I’ll bet that sounds pretty nice to many of my Central Region friends right now! The next session will be held in San Antonio, TX in June, right before the SITE Annual Conference! Talk about bang for your training buck – travel once to learn the basics of training & development before networking with your colleagues at the annual conference to give your new knowledge even more context!

We are also working to make sure that you get SITE value for your membership. The website is constantly being enhanced and updated with the latest events and opportunities. If you haven’t been to the website ( for a while, please log in and update your member profile. We are also working on our member database and providing better search functionality to allow you to find other members in your area and/or with the expertise you’re looking for. What else would you like to have available on the website? Most of us are on the move quite a bit, so the website is critical to finding what you need, outside of the annual conference. We’re working on it!!

It would be nice to have some get-togethers within our region, but let’s be honest: many of us right now are dealing with bitterly cold weather and/or raining ice and/or blizzards. Travel is not that convenient for many of us…so how about a virtual SITE Social? While I truly enjoy getting together in person (don’t want to discourage that!), If anyone is willing to coordinate a virtual meeting, it would be fantastic! Do you have a burning question that you’d like to bounce around with your peers? Do you have the ability to set up a webinar or even a conference call? Let’s talk!! Send me a note at with your contact information, and we can set up some time to talk.

One last thing for now – SITE Webinars. Each month, SITE produces an hour-long webinar on a different topic. If you have ideas of a topic you’d like presented in this format, let us know. If you have something that worked really well for you and you want to share it with others, let us know. We are always looking for new ideas and new presentations. SITE is committed to helping each of us build talent within our organizations; please share what you know with your SITE friends!

Stay warm, stay safe, and hope to connect again soon!

Kate Manthey, CPCU, ITP
Associate Director, Center for Insurance & Risk Management
University of Wisconsin - Oshkosh
e-mail Kate »