Carolinas Chapter

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Welcome to the Carolinas Chapter Community!

Chapters provide you with system based education, professional development and networking, in addition to exposure to industry-wide best practices. Check out the upcoming meetings or post in the discussion forum today!

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  • Carolinas Chapter Meeting - July 29, 2022

    Location

    Independent Insurance Agents of North Carolina Inc.
    101 Weston Oak Court
    Cary, NC 27513

    Contact

    Jen Roughton
    252-637-0433
    jroughton@ticnc.com


    Hotel Information

    Closest Lodging to the meeting venue: TownePlace Suites Raleigh Cary/Weston Parkway 
    Book your group rate for the Applied Client Network Carolina Chapter Meeting:  Book your group rate for Applied Client Network Carolina Chapter
    Hotel Rate: $109 per night and is valid for Thursday and Friday night


    Agenda

    Microsoft Excel Intermediate
    Microsoft Excel Pivot Tables
    Importing/Exporting to/from Acord/Epic to Excel
    Epic Book of Business Report
    Presenter: Sue Good

    A light breakfast and lunch will be provided.

    Registration

    Chapter Members: FREE
    Non-Members: $45


    In order to attend, you must complete an online registration. Non-registered attendees will not be permitted into the meeting.

  • Introducing our New Vice-President

    As some of you may know, our VP Jenny Honican took a position with Kite Technology.  Unfortunately, this made her ineligible to be a Board Member.  We wish her the best and hope to see her at Applied Net.  

    I would now like to introduce our newest Board member and Vice President of the Carolinas Chapter, Jen Roughton.  I hope you all will welcome her to the team.  She is going to be a wonderful addition to the team.  Jen has been in the insurance business for years; however, for those who don't know her, below is a little introduction.  

    I found my love for all things accounting while attending college and I took Accounting 101 because I needed another class.  From there you can say the rest is history!  I received my bachelor’s degree in Accounting and the search was on for a “real world” job.  After a few months I was offered a position as a bookkeeper for an insurance agency.  I graciously accepted and I have been in the insurance industry since 2006.  I was very fortunate to find an agency that let me grow in my career.  I had the best mentor possible and I was able to learn all about insurance accounting from her.  I have worked with four agencies in my career so far and each one has challenged me in different ways.  I am thankful for the people I have met along my journey.  People who challenge me, ones that make me think outside of the box and the ones who make me come outside of my comfort area. 

    My primary role within the agencies has been accounting, however I have worked in other areas.  I have handled HR, payroll, claims, reception and commercial lines.  By far my passion is accounting.  I love finding the pennies that are missing!  I cannot imagine not working in insurance – life would be boring!

    - Jen Roughton

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   Chapter Leadership

Lancaster-McAden-Willis-Smith
Harold W Wells & Son Inc
High Street Insurance Partners
Watson Insurance Agency
Lancaster-McAden-Willis-Smith