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November 2010


I can't believe that this is my last message as President. What an amazing year for our small but mighty group of dedicated men and women. I do believe our community is a bit better with all the hard work you have put into this last year. Our events have provided funds to assist people to find jobs, to provide toys to homeless children and to assist women fleeing domestic violence. We even supported pets of domestic violence households to be kept safe and warm until they can be reclaimed by their families.


We had a great Fashion Show in April with Nancy Ladd at the helm guiding us through a fun and entertaining event. Tram Phan organized our first social event in a very long time and it too was a huge success! Our golf tournament raised $2,600 for Grossmont College OPT program, and we had so much fun just hanging out with our colleagues and friends. Cheena Malicki organized our holiday event this year and worked very hard to make it a successful event with good food, friendship and song!


For me, this past year was a growing experience. I learned a lot about myself. I learned that when you have a responsibility to others, no matter what happens you turn and face adversity with honor and integrity. I had a whole group of "wing women and wing men" that provided support, encouragement, and gave me their honest feedback when I needed it most. Leading any group is a team effort and it has been a privilege for me to be among such amazing people. PWI is comprised of individuals with such a high level of character that ensures whatever this group does, is done with care, honesty and class. I thank you all for a job well done!


That being said, I want to publicialy thank PWI in giving me the honor of "Insurance Professional of the Year" for 2010.  To be recognized by your peers is truly humbling, but to be given this recognition by people I so admire, is even more overwhelming and I sincerely thank you.  


Mark your calendars for January 14, 2011 @ 7:30 a.m.for our installation breakfast event. I know that you will all want to join me in support and friendship to our new incoming Board. Besty Johnson will be the 2011 President, and Tram Phan her President - Elect.  I look forward to seeing you there.


Happy New Year and may 2011 be filled with good health, joy and peace on earth.


Warmest regards


Cathi Marx

PWI President 2010


Next Event - Installation of Officers Breakfast



Our January 14th meeting is a breakfast meeting where we install officers for 2011 and thank the outgoing board for their hard work in 2010.  


Please join us to thank those that work hard to make PWI what it is today.   Click here to get more info or register as we now only accept online registrations.  On the registration form you can select to pay at the door or by credit card. 


Holiday Breakfast- Update



It was great to share in this year's Annual Holiday Breakfast. I believe it was a great success and that is because we have such great members with big hearts that are so generous. Thank you all for coming out, buying raffle tickets and making so many donations in such hardship times. I know many of us have had to make sacrifices at home but you still found something to give back to the women and children trying to make a new beginning. It is greatly appreciated.


Again Susan Parker with Lockton was our number one seller of raffle tickets. She raised over $250 for our charities. Thank you Susan!!


Thanks again to State Fund for being our Guardian Angel, and to all our sponsors for helping us to meet the many needs in our community - Access E&S Insurance Services, AFCO, BB&T Insurance Services, GS Levine, RE Chaix & Associates, San Diego Insurance Staffing, and Imperial Credit Corp.


The charities could not say enough about all of you and your continued support of their organizations. They are truly grateful.  We will share our final numbers in January.


A special thanks to Cathi Marx for lining up our entertainment and providing our center pieces, to Julie Brown for printing the table tents, programs and being the bug in my ear to remind me of all the details that needed to taken care of.


Please visit our website to see pictures of the event.


Any feedback and or comments are appreciated, so I may plan ahead for next year


Happy Holidays and Happy New Year and may 2011 bring us closer together!


Thank you,

Cheena Malicki

PWI, Holiday Breakfast Chairperson


Golf Tournament for 2011 - Need Help!

It is with great pleasure that I will again be the golf chair for 2011. I am requesting golf volunteers to help me earlier than later this year.  We have had a tournament for over 20 years and I would love for us to have over 100 golfers and spa-ers. I am recruiting volunteers to make phone calls now and I'd like to be ready for I-day in May with brochures listing committed sponsors.  Julie Brown is stepping down as the behind the scenes person that made it really happen successfully with printing the Golf Brochures, table top sponsor cards, the power point, and taking reservations so I need a great volunteer that can take her place.  Please email me if you are interested in helping this year so I can start the planning process. Thank you in advance, I am looking forward to 2011. 


Terri Carver




Technology Zen

This month's Tip: 

Top 7 Time-Saving Windows Key Shortcuts


Article Link:




Please feel free to take advantage of this FREE Employment section of the

Newsletter to post current job openings you or your company may have open. 

If you would like to place an ad, please contact Sharlene Theakston and indicate

you would like to post a job in the PWI Newsletter. 

OR  888-528-8367


JOBS Available:


Immediate openings at Barney and Barney:


  • Marketing Associate - Benefits Department - San Diego
  • Benefit Analyst - Benefit  Department  - San Diego
  • Compensation Consultant - Benefits Department  - San Diego
  • Benefit Analyst - SBD Benefits  - San Diego
  • Client Manager - Commercial Department   - San Diego
  • Client Administrator - Commercial Department   - San Diego
  • Client Manager - Benefits  Department - San Diego
  • Client Manager  - Benefits  Department - Bay Area Office     

 Please email or call:

Brian McMann, Corporate Recruiter  

Barney & Barney LLC

858-587-7586 Phone




San Diego Insurance Staffing has immedicate openings:




 C/L & P/L CSR's / Account Manager's needed for temp-to-hire and direct hire positions. San Diego.

 Employee Benefits positions available (Account Manager and Analyst). Temp-to -hire and direct hire.

 Sales Producers, Commercial. Commission only OR draw. San Diego County. Direct Hire.

 CL Account Manager with 'Entertainment' experience. Office located North of L.A. Direct Hire.

Contact Sharlene Theakston or call 888-528-8367

FREE Resource Career Center, on-line, at 
Sign-up and get free access to: How to write a resume, Interviewing tips,
Personality Profile tests, Job Searches, and much more.


2011 Membership
PWI Memberships for 2011 are due on December 31, 2010. 
Applications are now online and you can pay by credit card or mail your check. 

Click here to complete your application for an individual or corporate membership.  
Thank you to our Newsletter Sponsor

Aspen Risk Management Group
If you would like to be a Newsletter Sponsor for 2011, please contact Julie Brown, 888-528-8367 or

In This Issue
Next Event
Holiday Breakfast- Update
Golf Tournament- Need Help!
Tech Tip of the Month
Available Jobs!
2011 Membership Dues
Future Events
Ask an Expert
Charity Updates
Member Updates
Got Announcements?
Other Industry Events
Quick Links

About PWI
Membership Application
Photo Gallery- Look here for Holiday Party Photos!

December 16, 2010
Board Meeting-Planning for 2011
Januay 6, 2011
Board Meeting
January 14, 2011

Breakfast Meeting
Installation of Officers

February 3, 2011
Board Meeting
February 11, 2011
Breakfast Meeting

December & January Birthdays!  

 Joyce Vogel 12/11

Sharlene Theakston 12/28

Frank Stipati 1/10

Katie Freeman 1/10

Pat McQuade 1/24

Join Our Mailing List!

Ask an Expert

Need Help?  Click here for our contact form and it will be sent to one of our member experts.

Charity Updates


OPT's 25th Anniversary Dinner was held in November and a group of PWI members attended to show our support.   

OPT 25th Anniv Party
Cathi Marx, Tram Phan, Terri Carver, Renee Bear, Julie Brown


Member Updates

Cathi Marx won PWI's Insurance Professional of the Year award at our December Holiday Breakfast. 


Julie Brown and San Diego Insurance Staffing won an award at OPT's 25th Anniversary Party for hiring the most graduates of the program over the past 15 years!


Congratulations Cathi and Julie on your accomplishments!  

Want to share your accomplishments? 

We would love to list member acheivements, awards, announcements, and promotions in future newsletters.  Send your info and contact information to Naimesh Shah, and we would be happy to let other members know what you have been up to!

Other Industry Events:
IBA San Diego


San Diego Insurance Women
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