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Western Chapter

(Includes the states of Arizona, California, Colorado, Hawaii, Nevada, New Mexico, Utah)

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Welcome to the Western Chapter Webpage

This area is your resource for information about past, current and future meetings, events and news. Please visit often as the information will be updated frequently.

Many of the documents available for download are in Adobe Acrobat PDF. You will need the Adobe Acrobat Reader software to view, save and print the documents. Visit www.adobe.com for download instructions, available at no charge.

Members: Email and additional contact information for individuals listed below is available in the Online Membership Directory.


Chapter Officers

Lori Munn

Lori Dreaver Munn
7241 E Fledgling Drive
Scottsdale, AZ 85255-4730
Phone:(630) 457-3276

Diane Bauer

Vice President
Diane Bauer, JD, CPCU
GeoVera Holdings, Inc.
1455 Oliver Road
Fairfield, CA 94534
Phone: (707) 863-3679


Mark Banks

Mark Banks
Equitable Life & Casualty Insurance Company
3 Triad Ctr, Suite 200
Salt Lake City, UT 84180-1202

Carol Heard

Carol Heard
California Casualty Management Company
1900 Alameda De Las Pulgas
San Mateo, CA 94403-1294
Phone: (650) 572-4697


Tracy E. Stevenson

Regional Director
Tracy E. Stevenson, AIE, CPCU, MCM
Corporate Compliance & Market Regulation
655 N Central Avenue
Glendale, CA 91203

Stephanie Duchene

Past President
Stephanie Duchene
601 South Figueroa Street
Ste 2500
Los Angeles, CA 90017-5704
Phone: (213) 892-2909


Meeting Dates/Info

What: Western Chapter EDay

When: Thursday, June 1, 2017

Where: Sheraton Fisherman’s Wharf
              2500 Mason Street, San Francisco, CA 94133

Come meet Adam Levin, co-founder of Credit.com and the chairman and founder of CyberScout (formerly IDT911) and former director of the New Jersey Division of Consumer Affairs, and receive a signed copy of his book, SWIPED: How to Protect Yourself in a World Full of Scammers, Phishers, and Identity Thieves

Click here for the EDay Program

Click here for EDay Speaker Bios

Registration Rates: Members $100; Non-members $125

Click here to register online

Click here to register by mail

Registration cut off: May 15th
Registration includes morning coffee/tea service, buffet lunch, and afternoon refreshment break!

Happy Hour Networking Event:
Please join us on Wednesday May 31, 2017 at 5:30 pm at Sol Sheraton Fisherman’s Wharf for meet and greet/networking happy hour. Appetizers will be provided/No host drinks.

Hotel Information:
We have rooms blocked at a special AICP rate of $249.00 (single/double) at the Sheraton, Fisherman’s Wharf. Individual reservations can be made on-line through the link below or by calling 1-888-627-7024 by May 1, 2017. Please identify you are a member of the AICP Western Chapter EDay. All reservations must be guaranteed and accompanied by a first night room deposit or guaranteed with a major credit card.

Online Registration:


Discounted Shuttle Service:
Below is link and information for discounted transportation from Super Shuttle San Francisco.
Discount Code: UUMVT

The Sheraton Fisherman’s Wharf hotel has offered discounted self-parking at the daily rate of $30.00 plus tax in their enclosed underground garage for AICP Western Chapter EDay. The standard published parking rates are $52.00 plus tax per 24 hours for standard size vehicles with in and out privileges for hotel guests. Valet parking is available at a rate of $55.00.

Business Casual

Spend an informative day with the California Department of Insurance, including Deputy Commissioners and other senior regulators, who will speak on a variety of P&C and Life/Health issues as well as other speakers who will talk about regulatory hot topics such as cannabis and drones.


Association of Insurance Compliance Professionals Copyright 2017
11130 Sunrise Valley Drive, Suite 350, Reston, VA 20191
Phone: (703) 234-4074