LOMA Society of the Twin Cities



Twin Cities LOMA Society, your financial services industry partner in professional educational excellence.


LOMA Society of the Twin Cities provides educational support, professional development and networking opportunities for financial services professionals.


The purpose of LOMA societies is to provide society members, students, insurance professional and financial services professionals with opportunities for continuing industry education, professional growth, networking opportunities, and to increase the recognition of all LOMA designations.


  • Make valuable contacts through networking opportunities
  • Hear the latest in industry trends from speakers at Society functions
  • Gain valuable insights into how other companies operate
  • Enjoy contributing to your community through Society-sponsored community service projects


  • Holds two dinners and one breakfast meeting each year and features a speech on a topic of current interest in the financial services industry or personal development and a session regarding Society businessA portion of the program may include structured networking.
  • Offers an annual seminar or workshop which includes speakers, panel discussions and interactive sessions.
  • Mentors LOMA students on a one-on-one basis, offering advice and encouragement to students pursuing the designation.
  • Honors new LOMA designation holders by hosting a recognition banquet (a boon for companies unable to offer recognition programs on their own).
  • Awards a $500.00 scholarship each year for post-secondary education

Past Speakers

  • The Bounce-Back Factor: Overcoming Obstacles to Achieve Success - Dr. Jermain Davis
  • Legislative and National issues – Robyn Rowen, Rick Kleven
  • Be the Exception – Anne Meehan
  • LOMA – industry challenges, recent launches, coming soon – Amanda Dumas
  • Enneagram: What motivates our behavior? The Key to Building Stronger Teams and Smarter  Leaders – Kate Ostrem
  • Taking You Through the How’s and Why’s Of Networking – Lisa West
  • The Art of Listening…Hearing the Spoken Word – Daniel Marsano
  • Unclaimed Property Perspectives – Valerie Jundt
  • Effective Teamwork and Communication – Kit Welchlin
  • Interviewing Strategies – Understanding the Individual Perspective of the Subject – Daniel Marsano
  • Reinsurance – Charlie Caswell
  • Mindfulness – Dr. Rick Bell
  • Change is the Only Constant.  The dynamic threat landscape and how information security posture is also changing to combat these threats – Kathleen Bellotti
  • Ever Changing Landscape of Technology – Tom Joyal

Past Charities

  • St. John’s Rescue
  • Feed My Starving Children
  • Metropolitan Area Agency on Aging
  • Ready for Success
  • Emergency Food Network
  • The Food Group
  • Junior Achievement
  • Catholic United Foundation
  • Open Arms
  • Insurance and financial services
  • Career development
  • Motivation
  • Health and wellness

A downloadable version of this page is available below.

Note: For security reasons, your network may prevent attached documents from displaying within your browser. As an alternative, you can click the down arrow at the far right of the attachment to download the document to your local device for viewing.
LOMA Twin Cities,
Oct 30, 2017, 6:07 AM