Meeting/Event Information

Please join us for our 3rd Thursday CPE featuring Gary Liles and Bobby Young from Rich & Cartmill and our Annual Members Meeting! 

This event will be held in-person and via Zoom Webinar.
In Person Tickets available until Friday, April 10th at Noon!
Zoom Tickets available until Wednesday, April 15th at Noon!
When registering make sure to select the option, In Person or Online, which you will be attending.

Please note the updated timeline for this session!

Presentation: Fundamental Principles of Insurance

Presented By: Gary Liles and Bobby Young, Rich & Cartmill

Presentation Objectives:

As a result of participating in this activity, learners will be able to:

1. Understand basic maxims of insurance policies
2. Understand the differences between occurrence liability coverage and claims made liability coverage regarding professional liability
3. What to do if your insurance claim is denied

Field of Study: Specialized Knowledge
Prerequisites: None
Program Level: Basic
Advanced Prep: None

Speaker Bio: Gary Liles, Vice President of Rich & Cartmill, Inc., is a 1980 graduate of Oklahoma State University, with a Bachelor of Science Degree in Economics. He began his insurance career in 1980 as a Bond Underwriter for the United States Fidelity and Guaranty Company in Oklahoma City. In 1982, he joined a large national brokerage firm specializing in providing surety bonds and outsourced risk management/insurance products, primarily for the transportation and construction industries.

Gary joined Rich & Cartmill, Inc. in 2019 and became a Partner/Shareholder in 2021. He has been active in the insurance industry serving on various boards and committees, including the CNA PACER Council, the United Fire Group Surety Agency Alliance Board and the CompSource Mutual Insurance Company Agent Advisory Council. With over 1,000 hours of continuing education, Gary has earned numerous professional designations including the Certificate in General Insurance, Certified Insurance Counselor, Certified Risk Manager, and Certified Workers’ Compensation Advisor. In 2022, Gary was selected as the Agent of the Year by the Independent Insurance Agents of Oklahoma.

Gary is also active in various construction trade associations, including the Association of General Contractors (AGC), the Oklahoma Municipal Contractors Association (OMCA), the American Subcontractors Association (ASA), the Associated Builders and Contractors (ABC) and the Construction Financial Management Association (CFMA). Gary and his wife, Laura, live in Edmond, are the parents of five grown kids, four grandchildren (and one on the way), and have been actively involved in Faith Bible Church for over 25 years.

Bobby graduated from the University of Oklahoma (BBA) in December 1973.  Upon graduation, he served four years in the Air Force as a Titan II Deputy Missile Combat Crew Commander and Instructor. During that time he earned his Master’s Degree in Business Operations Management. After the Air Force, Bobby accepted an invitation from his father-in-law, Tom Webb, to join the family insurance agency, which was started by his wife’s grandfather, Elwen H. Boese, in 1947. In 1980, the agency name was changed to Webb, Young & Webb, Inc.  Later, Bobby became President of the agency. The agency joined Rich & Cartmill, Inc in January, 2019.

Bobby has focused on a variety of businesses over the years including, utility and specialty contractors, public and private schools, non-profit organizations, property owners, municipalities and counties and various services industries. Bobby has served on several insurance advisory panels, including CompSource, Hanover, and C.N.A. where he was the Oklahoma Chairman. He has also served on the Executive Committees of the IIAA of Greater Oklahoma City. His designations include CIC and Master Work Comp Advisor.  

 He and his wife, Dianne, have two daughters, Kelli and Kim, along with six grandchildren. Bobby and his wife have been long-time active members of Crossings Community Church.

Notification of Annual Meeting
In addition to the CPE presentation, we will be holding our annual membership meeting at the beginning of this continuing professional education event. 

The following items will be voted on, links to these items will be distributed to active members before the meeting:
Links to Documents Coming Soon

Nominating Committee Board Candidates
Previous Year Annual Meeting Minutes
Previous Year Financial Statements

Prepaid Members - Reservations are required for each event! This ensures your meal is ordered for in person attendees and that you receive the Zoom link if joining us online. 

This event will be held in-person and via Zoom Webinar. When registering on-line please select the option (In-person or Online), which you will be attending.

Schedule and menu for in-person attendance:

Plated Lunch Menu:
House Salad
Airline Brick Chicken
Mashed Potatoes
Grilled Vegetable Medley
New York Cheesecake

Schedule for Zoom Webinar attendance:

• 11:40 Zoom Webinar Opens
• 11:45 Opening Remarks and Annual Members Meeting
• 12:05 Speaker Presentation

• 12:55 Closing Remarks

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendees accept responsibility to determine if the course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].

For CPE Eligibility Zoom participants must use the Zoom App or Zoom Desktop and answer the polling questions. In person attendees must sign in at the registration table and have a valid email on file to receive your CPE certificate.  

OKC-OSCPA Notice of Event Photography/Video Promotional photography and/or video may be taken at events. As a participant of this event, you consent to photos and/or video to be reproduced for promotional or educational purposes, including postings on social media and/or the OKC Chapter website.  If you do not wish to appear in photographs or be recorded, please notify the photographer or a board member on site. 

If you have any questions or need assistance with registering for this event please contact Anessa Steidley at [email protected] or by phone at 918-694-6083.