Board meetings, strategic plans, and buyer signals from Joseph Aiello’s organization
Jun 11, 2026·BoardMeeting
Board
Executive Management Team Minutes
The Executive Management Team meeting included a 10-year claims review and a discussion on workers' compensation totals. The board reviewed and approved the 2026-2027 Property & Liability and Workers Compensation budgets and contributions, as well as the reconciled financial report for April 2026. Other key items included the review of a new contract for the auditor for the 2026-2027 fiscal year, the approval of cyber liability requirements, and a settlement authorization following a closed session discussion regarding specific claims.
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CRMA Board of Directors Joint Annual Board of Directors Meeting
The Board of Directors meeting included the approval of a bylaw amendment, reconciled financial reports, and the ratification of executive management team actions from the previous year. The board approved the 2026-2027 budget, including contribution and rate schedules for property, liability, and workers' compensation. Additionally, the board approved property, liability, and workers' compensation audit and actuarial reports. The board also appointed members to the Executive Management Team for the 2026-2027 term and elected new board officers, as well as scheduled future meetings.
May 21, 2026·BoardMeeting
Board
Crma Executive Management Team Executive Management Team Meeting Minutes
The meeting encompassed several informational items regarding JPA liability and worker compensation claims, ADA reporting, equity charts, rate breakdowns, internal controls, cyber liability coverage, and workplace counseling services. The board conducted several action items, including the approval of a bylaw amendment, the financial report as of April 30, 2026, actuarial reports for property, liability, and worker compensation, and the independent auditor's report. Additionally, the board convened in closed session to address settlement authority for specific cases.
Jan 22, 2026·BoardMeeting
Board
Crma Executive Management Team Meeting Minutes
The meeting focused on multiple informational and action items. Key discussions included the 2024-2025 Stewardship Review, a 10-year claims review, the KYND Signals Report, and requirements for additional Cyber Liability Coverage, specifically concerning Multi-factor Authentication and an incident response plan. The board also reviewed workplace counseling program usage, discussed the potential creation of a dental and vision group option, and examined renewal indications for the 2026-2027 policy period. Financial reports for the end of 2025 were approved, and settlement authority was granted following a closed session discussion regarding P&L claims activity.
Extracted from official board minutes, strategic plans, and video transcripts.
