CPCU Society
- Company typePrivate
- Founded1942
- HeadquartersMalvern, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
CPCU Society firmographics
Firmographics- Name
- CPCU Society
- Legal name
- Society for Chartered Property and Casualty Underwriters
- Website
- https://cpcusociety.org
- Company type
- Private
- Founded year
- 1942
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
CPCU Society industry classification
Industry- Product category
- Professional Association Services
- NAICS
- Professional Organizations (81392), Business, Professional, Labor, Political, and Similar Organizations (8139)
- SIC
- Services-Membership Organizations (8600)
- akta.pro primary industry
- Association & Society Conference Management (Nonprofit, Professional Bodies) (THAHACAA)
- akta.pro secondary industry
- Sponsorship, Exhibitor & Partnership Management Services (THAHACAK)
Keywords
Where CPCU Society is headquartered
LocationHeadquarters
- HQ city
- Malvern
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CPCU Society business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Membership Dues: Annual membership dues from professional members, pathways members, academic members, and post-career members. Revenue model is subscription-based with annual billing. Membership is the primary revenue stream supporting the organization.
- Course Materials and Designation Discounts: CPCU Professional members receive 25% discount off Institutes course materials and 35% discount off CEU.com courses. The society acts as an intermediary benefiting from designation program partnerships.
- Annual Partnership Programs: Corporate sponsors pay for annual partnership packages at various tiers (Platinum, Gold, Silver, Bronze, Supporting) to gain brand visibility, event access, and thought leadership positioning within the society community.
- Non-Member Webinar Registration: Non-members pay $49 for individual webinar registration or $99 for group registration, providing a revenue stream from non-members accessing society educational content.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | CPCU Professional Member - For those who have earned the CPCU designation |
| Subscription | Annual | Pathways Member - For risk management and insurance professionals without CPCU designation |
| Freemium | Annual | Student Member - Full-time undergraduate students |
| Subscription | Annual | Academic Member - Full-time faculty in risk management/insurance programs |
| Subscription | Annual | Post Career Member - Retired risk management and insurance professionals |
| Transaction based/ take rate | Pay-as-you-go | Non-Member Webinar Registration |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels10 records
CPCU Society product offering
Product offeringCore offering
CPCU Society is a global not-for-profit professional membership organization serving risk management and insurance professionals. It delivers value through tiered membership subscriptions, three annual flagship events (In2Risk, In2Leadership, Reinsurance & Excess Surplus Lines Symposium), an online member community platform (INteract), a Mentor Match program, a quarterly Insights journal, a bi-weekly podcast, on-demand Learning Library, webinars, and 120+ local chapters plus 8 special interest groups. Revenue is generated primarily through annual membership dues, corporate partnership sponsorships, and event/webinar registration fees.
Product overview
The CPCU Society offers a portfolio of professional development and community programs for risk management and insurance professionals. The core offerings include three major events: In2Risk (annual flagship conference), In2Leadership (leadership training with UGA partnership), and Reinsurance & Excess Surplus Lines Symposium (virtual). Members access educational resources including the Insights quarterly journal, IN the Know podcast, monthly webinars, and an on-demand Learning Library. The Society facilitates professional connections through the INteract online community platform, Mentor Match program, 120+ local chapters, and 8 special interest groups. Student support programs include the NextGen Scholarship ($5,000 awards) and Loman Financial Aid ($1,500). Membership tiers include Professional (CPCU holders), Pathways, Student, Academic, and Post Career categories, with pricing ranging from complimentary (students) to $207 annually.
Differentiator
Problem solved
Functional benefit
Products and services
- CPCU Society Membership Annual subscription-based membership providing access to the INteract online community, Mentor Match program, unlimited monthly webinars, on-demand Learning Library, quarterly Insights journal, podcast, member discounts, career center, and 120+ local chapters.
- In2Risk Conference
Quantifiable outcome
- Scholarships awarded: 25 scholarships of $5,000 each through NextGen Scholarship Fund
- +2 more outcomes
Companies that use CPCU Society
Customer profileNamed customers11 records
Segments5 records
Ideal customer profiles4 records
CPCU Society technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
CPCU Society partnerships and signals
Strategic signalScale indicators7 records
Recent moves6 records
Expansion highlights6 records
CPCU Society competitors and assessment
Company assessmentBroad incumbents
- CIAB (Council of Insurance Agents & Brokers): National trade association for commercial insurance brokers and agents, offering advocacy, education, and networking. Comparable as a broader industry membership association overlapping significantly with CPCU Society's broker/agency members (e.g., Aon, J.S. Held).
- The Institutes: Parent enterprise of CPCU Society and the awarding body for the CPCU designation plus ARM, AINS, AIC, and other credentials. Comparable because it operates the broader designation and education ecosystem that the CPCU Society sits within, including courseware and CEU partnerships.
- IIABA (Big 'I' / Independent Insurance Agents & Brokers of America): National trade association for independent insurance agents offering education, conferences, and advocacy. Comparable as a large membership association serving overlapping insurance professional segments with a similar member-benefit and event-driven value proposition.
Regional players
- CII (Chartered Insurance Institute): UK-based professional body for insurance and financial services professionals offering the CII/PFS designations and membership. Comparable as a regional peer to CPCU Society with a similar designation-anchored membership model, primarily serving UK/Commonwealth markets.
- ANZIIF (Australian and New Zealand Institute of Insurance and Finance): Professional body for insurance and finance professionals across Australia and New Zealand, offering designations and member events. Comparable as an Asia-Pacific peer to CPCU Society in mission, structure, and credential-anchored membership model.
Emerging players
- IASA (Insurance Accounting & Systems Association): Association for insurance industry finance, accounting, and technology professionals, with conferences (IASA Annual), education, and credentialing. Comparable as a niche insurance vertical membership body with overlapping career-development and conference-based engagement model.
- AICI (Association of Insurance Compliance and Insurance) / Various Insurance Societies: Smaller insurance-domain professional societies and state-level insurance associations offering member services, CE, and events. Comparable as adjacent membership organizations competing for the same professionals' dues budget and event attendance.
Direct peers
- PLUS (Professional Liability Underwriting Society): Member-driven organization for professional liability underwriters, running conferences, education, and networking. Directly comparable in business model (membership, annual conference, special interest communities) and customer base (specialty-line insurance professionals).
- NAIFA (National Association of Insurance and Financial Advisors): Long-standing US professional association for insurance and financial advisors with membership, conferences, and continuing education. Comparable as a peer professional society in the insurance industry with a similar dues/events/partnership monetization model.
- RIMS (Risk and Insurance Management Society): Global nonprofit professional association for risk managers, offering membership, conferences (RIMS RiskWorld), education, and the RIMS-CRMP credential. Directly comparable as a peer membership body serving the same insurance and risk management professional audience as CPCU Society.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
CPCU Society social profiles
Digital presenceCPCU Society financial estimates
Financial estimateRevenue estimate
Valuation estimate
CPCU Society leadership team
Management profileNumber of profiles
Profiles9 records
CPCU Society funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CPCU Society M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CPCU Society
What does CPCU Society do?
CPCU Society is a global not-for-profit professional membership organization serving risk management and insurance professionals. It delivers value through tiered membership subscriptions, three annual flagship events (In2Risk, In2Leadership, Reinsurance & Excess Surplus Lines Symposium), an online member community platform (INteract), a Mentor Match program, a quarterly Insights journal, a bi-weekly podcast, on-demand Learning Library, webinars, and 120+ local chapters plus 8 special interest groups. Revenue is generated primarily through annual membership dues, corporate partnership sponsorships, and event/webinar registration fees.
Is CPCU Society a public or private company?
CPCU Society is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was CPCU Society founded?
CPCU Society was founded in 1942. It employs 11 to 50 people.
Where is CPCU Society based?
CPCU Society is headquartered in Malvern, United States, in the North America region.
How does CPCU Society make money?
Four revenue lines are on record. Membership Dues are the primary driver. The others are course Materials and Designation Discounts, annual Partnership Programs and non-Member Webinar Registration.
Who are CPCU Society's main competitors?
Broad incumbents on record are CIAB (Council of Insurance Agents & Brokers), The Institutes and IIABA (Big 'I' / Independent Insurance Agents & Brokers of America). Regional players are CII (Chartered Insurance Institute) and ANZIIF (Australian and New Zealand Institute of Insurance and Finance). Emerging players are IASA (Insurance Accounting & Systems Association) and AICI (Association of Insurance Compliance and Insurance) / Various Insurance Societies. Direct peers are PLUS (Professional Liability Underwriting Society), NAIFA (National Association of Insurance and Financial Advisors) and RIMS (Risk and Insurance Management Society).
Does CPCU Society have an API?
No public API is recorded for CPCU Society.
What industry is CPCU Society in?
CPCU Society's product category is Professional Association Services. Its primary akta.pro industry code is THAHACAA, Association & Society Conference Management (Nonprofit, Professional Bodies), with a secondary code of THAHACAK, Sponsorship, Exhibitor & Partnership Management Services. Its NAICS code is 81392 and its SIC code is 8600.