Calendar of Events

Please be aware a course cannot be applied toward your license renewal requirements more than once within a two-year licensing period. We encourage you to review your education transcript to verify whether you’ve already completed this course. You can access your transcript here.

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Calendar of Events

CISR - Agency Operations

May 2025

Monday, May 19, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. As you work with colleagues and customers, you’ll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential training for both insurance agency and company personnel

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

CRM - Practice of Risk Management

May 2025

Tuesday, May 20, 2025 - Wednesday, May 21, 2025 Central Standard Time

In Person

IIAD Office - Coit Tower
12001 N. Central Expressway
Dallas, TX 75243

CE Hours: 16 Hours

Price: $475

Presenters: Mark Gaskamp & Vince Staub
Education Consultant: Michael Hay

This updated and revised course consolidates what you have learned in other CRM courses. For this reason, it is suggested that you take this course last. Practice of Risk Management also helps you tackle the daily managerial and organizational requirements of risk managers and consultants. New topics include International and Multinational Risks and Compliance and Governance.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Risk Manager (CRM) designation program. Click HERE to view all 2025 CRM dates and topics and to learn more about the designation program.

IIAT - E&O - Understanding Commercial Property Gaps and Knowing How to Fill Them (141523)

May 2025

Tuesday, May 20, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

You know the drill: insured signs contract, insured doesn’t understand contract, contract obligates insured to pay for something, insured gets angry, insured blames insurer/agent. So goes the never-ending cycle of confusing contacts and contractual liability issues…until now! Join contract and coverage expert Steve Lyon for this in-depth discussion on many issues stemming from “insured contracts” to indemnification agreements to hold harmless provisions and all things in between.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Reasons Personal Lines are Broken (and What to Do About It) (141519)

May 2025

Wednesday, May 21, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Terry L. Tadlock, CIC, CPCU, CRIS

Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of how to address them with insureds.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

ABEN - An Insurance Horror Story - Hoarders (136426)

May 2025

Wednesday, May 21, 2025 3:00 PM - 5:00 PM Central Standard Time

Webcast
Remote,

2 Hours CE

Member $56 / Non-member $80

Instructor: Dawn Halkyard

This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to keep items.

We will discuss some of the different types of items that are hoarder and the general issues they can cause. We will review actual insurance claims involving hoarders and discuss other possibilities that could lead to claims, whether damage to the property or from the property.

We will discuss how carriers can try to address the problem and discuss differences that make these unique claims handling situations.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Homeowners Endorsements Insureds Don't Want (But Do Need) (141518)

May 2025

Thursday, May 22, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Nicole Broch, CIC, CISR, PLCS

To save a buck, consumers are quick to strip off coverage and/or buy coverage that doesn’t match their exposure. This course provides many examples and risks insurance pros can use to talk insureds through coverage that is best for their policy and how to get it in the most affordable way possible. Discussion includes reference to many endorsements - some common, some not – insureds should consider.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Nicole: Personal Lines: Read the %^&* Form! (141494)

May 2025

Thursday, May 22, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Nicole Broch, CIC, CISR, PLCS

The Insurance Services Office (ISO) forms may be the standard but there are variations in commonly used non-standard forms that, if not identified, could lead to coverage problems. Personal lines insurance pros who take this course will be better positioned to search for and remedy such discrepancies.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

Sponsored by TSLA - Getting Your Submission to the Top of the Stack (#121704)

May 2025

Thursday, May 22, 2025 1:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

Sponsored by Texas Surplus Lines Association

2 CE Hour

Member $64 / Non-member $142

Instructors: Thomas Blanquez, Breckenridge Insurance Services

Participants will learn how to properly prepare and submit applications for surplus lines and how to build relationships with two or three wholesalers.

CISR - Insuring Commercial Property

May 2025

Thursday, May 29, 2025 7:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

Commercial property insurance is one of your business customers’ greatest concerns. You’ll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage and reduce E&O exposures. Insuring Commercial Property gives you the skills to address these issues with greater ease and confidence.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - AI & E&O: A Double-Edged Sword

May 2025

Thursday, May 29, 2025 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member: $32 / Non-member $71

Instructors: Angela Ford and Cari Senefsky

Provide tools for reviewing AI tools, vetting vendors, vendor contracts and insurance coverages. Provide recommendations for establishing agency guidelines and procedures to minimize E&O exposures.

ABEN - Insight on Modern Day Cyber Exposures & Risk Mitigation (136754)

June 2025

Monday, June 02, 2025 10:00 AM - 12:00 PM Central Standard Time

Webcast
Remote,

2 Hours CE

Member $56 / Non-member $80

Instructor: Travis Whitmill / Candace Funsch

Can your client survive a cyber-attack? Learn about the top two cyber claims (using real life examples), how coverage is triggered, and what to look for in a cyber policy. After this seminar, you will be able to effectively communicate why any business should purchase cyber insurance in two minutes or less.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Insuring Personal Residential Property

June 2025

Thursday, June 05, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

The CISR Personal Residential Course helps you develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you will be able to provide practical information that will help clients make decisions for protecting their most valuable assets and their financial future in the event of a loss.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

CRM - Control of Risk

June 2025

Tuesday, June 10, 2025 - Wednesday, June 11, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $435

Gain proficiency in the application of risk control techniques—safety, alternative dispute resolution, employment practices liability, and crisis management. It centers on the latest trends in risk control for cyber, fleet, and ergonomic risks and provides crisis management, disaster planning, and claims management concepts.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Risk Manager (CRM) designation program. Click here to view all 2025 CRM dates and topics and to learn more about the designation program.

IIAT - Definition of Insanity: Common Home/Auto Exposures We Know & Do Nothing About (141524)

June 2025

Tuesday, June 10, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Scott Treen, CIC, CPIA

This course discusses several home and auto exposures that most everyone knows are there yet, for some reason, continue to cause coverage problems. Furnished vehicles, trailers, personal property, kids earning cash, watercraft, and several other common exposures will be discussed with the hope of addressing them in a way that finally produces a different result: adequate coverage!

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individual (141294)

June 2025

Tuesday, June 10, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 Hours CE

Member $96 / Non-member $213

Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS

Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk management process as well as providing needed insurance solutions for such insureds.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Eroding: The Personal Lines Implosion and What Happens Next (141498)

June 2025

Thursday, June 12, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Nicole Broch, CIC, CISR, PLCS

Personal Lines markets continue to deteriorate. Agents and account managers are scrambling, carriers are changing course daily, and the insured often is left with reduced coverage and higher premiums. This course will explain how we got here and what insurance pros can do to understand, explain, and advise insureds as to how to protect themselves until conditions (hopefully!) improve.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - CGL Endorsements That Will Break Your Policy (141497)

June 2025

Thursday, June 12, 2025 12:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course will familiarize the participants with some of the endorsements that can severely restrict coverage under the Commercial General Liability (CGL) Policy. We will review several ISO endorsements and see examples of non-standard endorsements often used by insurers. In each case, we will discuss the effect that the endorsement has on the coverage that would otherwise have been afforded by the CGL policy.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Why Inadequate EPLI Will Close Your Business (and What to Do About It) (141530)

June 2025

Tuesday, June 17, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Many businesses do not carry Employment Practices Liability Insurance (EPLI) and some that do have confusing policies with limited coverage. This course begins with a discussion of why ALL businesses big and small must consider EPLI. The course will discuss some important concepts to understand when writing claims made policies and address many employment-related liability exposures faced by today’s employers: discrimination and harassment claims by employees and third parties, employee privacy concerns, retaliation claims, wage and hour claims and more as well as how common EPLI policies address such exposures.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Cathy: Understanding (Finally!) How Claims Made Policies Work (141489)

June 2025

Tuesday, June 17, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course covers the most important concepts to understand when writing claims-made coverage. We will discuss the coverage trigger, retroactive date, extended reporting period, prior and pending litigation and continuity dates. We will review some common coverage features of policies written on a claims-made basis including defense provisions and consent to settle clauses. Lastly, we will discuss the importance of the policy application.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - E&O - Coverage Essentials: Homeowners Part 1 (141522)

June 2025

Thursday, June 19, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

This course reviews the definitions, liability coverage and policy provisions of the Homeowners forms. We will look at the eligibility for the HO-3, HO-4, HO-5, HO-6, HO-8 an the HO-14 and compare the forms. We will then dig into the Liability side and discuss insuring agreements and Section II Exclusions. We will wrap up the session with Personal Liability Exclusions and Additional Coverages. Most importantly, we will share E&O tips through the discussion with scenarios.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Commercial Property: Claims, Coverages, Consequences (141520)

June 2025

Thursday, June 19, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Terry Tadlock, CIC, CPCU, CRIS

This course uses examples of several commercial property claims to illustrate how the policy may not function in the manner expected by either the agent or insured. Insurance pros who take this course will gain expertise on a variety of commercial property issues such as reconstruction costs, setting limits, insurance to value, tenant lease insurance requirements, and acts of civil authority.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

James K Ruble Graduate Seminar

June 2025

Monday, June 23, 2025 - Tuesday, June 24, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $450

Thoughtfully crafted seminars are taught at the graduate level, focusing on practical, real-life applications of insurance and risk management principles to develop skills in quantifying complex exposures, identifying specific risks, and determining the most effective mitigation strategies through risk control and coverage applications.

This program is provided by the Risk & Insurance Education Alliance. Click here to view all 2025 James K Ruble Graduate Seminar dates and topics and to learn more about the designation program. You must be a dues paid member of the Risk & Insurance Education Alliance to attend this program and earn designation update credit.

2025 INSURCON

2025 INSURCON

June 2025

Monday, June 23, 2025 - Wednesday, June 25, 2025 Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

INSURCON

Learn, Connect & Have a Blast!

It’s not just business—it’s a blast! Enjoy great speakers, exciting networking, and even family-friendly activities. Whether you're looking to boost sales, connect with carriers at the trade show, stay ahead of industry trends, or just have a great time with fellow agents, INSURCON is the place to be!

JW Marriott San Antonio Hill Country
June 23 - 25, 2025 (Monday - Wednesday)

2025 INSURCON GOLF DAY

2025 INSURCON GOLF DAY

June 2025

Tuesday, June 24, 2025 7:00 AM - 2:00 PM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

CIC - Commercial Property

June 2025

Tuesday, June 24, 2025 - Wednesday, June 25, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $435

In the CIC Commercial Property course, you will gain a detailed understanding of Commercial Property coverages and endorsements and learn how to maximize coverage and protect your property accounts.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

2025 INSURCON Session: Become an Ethical Insurance Avenger

2025 INSURCON Session: Become an Ethical Insurance Avenger

June 2025

Tuesday, June 24, 2025 8:45 AM - 9:45 AM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

1 Hour CE

Join Tai Williams, M.Ed, MS, ITP, MCCT® - Texas Mutual Insurance Company, Training Specialist, for Become an Ethical Insurance Avenger

This session is part of INSURCON 2025 - Register to attend INSURCON 2025 to attend this session!

Become an Ethical Insurance Avenger! Are you ready to level up your insurance game and become a champion of integrity? This dynamic course will equip you with the superpowers you need to navigate the trickiest ethical dilemmas. We'll dive into the core principles of honesty, fairness, and duty of care, then put your skills to the test with real-world case studies and engaging "What Would You Do?" scenarios. Join us for an interactive experience where you'll sharpen your ethical compass and learn to make decisions that would make any superhero proud!

2025 INSURCON Session: Building an Agency Brand that Resonates

June 2025

Tuesday, June 24, 2025 8:45 AM - 9:45 AM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

Join Ciara Gravier CIC, CRM, CCIC for Building an Agency Brand that Resonates

No CE

This session is part of INSURCON 2025 - Register to attend INSURCON 2025 to attend this session!

Standing out in a competetive market is more important than ever. In this engaging session, "How Well Packaged is Your Agency?", you’ll learn how to strategically package your agency’s brand to attract and retain your ideal clients. Speaker Ciara Gravier, founder of The Bunker Insurance & Risk Management, shares real-world lessons from past agency branding mistakes and reveals the four key elements that have made The Bunker intentionally memorable.

Discover how to combine strategy and creativity to build a brand that resonates, master the FOCUS test to refine your agency’s image, and walk away with actionable insights to elevate your agency’s presence. Don’t miss this opportunity to turn your agency into a brand your clients remember!

2025 INSURCON Session: Employment Law Update

2025 INSURCON Session: Employment Law Update

June 2025

Tuesday, June 24, 2025 8:45 AM - 9:45 AM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

Join Ann Price for Employment Law Update

No CE

This session is part of INSURCON 2025 - Register to attend INSURCON 2025 to attend this session!

Learn about the latest developments under the Trump Administration and the Texas Legislature!

2025 INSURCON Session: Diving Into Agency Fees

2025 INSURCON Session: Diving Into Agency Fees

June 2025

Tuesday, June 24, 2025 10:00 AM - 11:00 AM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

Join Cari Senefsky and Carie Roach from IIAT for Diving Into Agency Fees

This session is part of INSURCON 2025 - Register to attend INSURCON 2025 to attend this session!

Agency fees can be a complex topic— Whether you’re considering fees or just want to stay informed, we’ll provide an overview of the factors at play, including state regulations and compliance considerations.

2025 INSURCON Session: Where’s the Front Door? Building Repeatable Agency Processes

2025 INSURCON Session: Where’s the Front Door? Building Repeatable Agency Processes

June 2025

Tuesday, June 24, 2025 10:00 AM - 11:00 AM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

Join Casey Nelson - Director of Consulting Services, Catalyit, for Where’s the Front Door? Building Repeatable Agency Processes That Actually Work

No CE

This session is part of INSURCON 2025 - Register to attend INSURCON 2025 to attend this session!

Ever asked your team, “What’s our process for that?” and been met with blank stares or five different answers? You’re not alone. This session explores the real-world benefits of defining and documenting agency processes—from consistent expectations and accountability to better tech utilization and tracking results. We’ll introduce the Front Door Theory—a simple but powerful concept that ensures every workflow starts the same way, no matter the variation. Together, we’ll build out a draft SOP for your sales, service, and renewal processes using an interactive tool. You'll walk away with actionable workflows you can review, refine, and roll out with your team the moment you’re back in the office.

2025 INSURCON Session: A Simpler Way To Sell Cyber - Techniques for Uncovering Cyber Risks

2025 INSURCON Session: A Simpler Way To Sell Cyber - Techniques for Uncovering Cyber Risks

June 2025

Tuesday, June 24, 2025 11:15 AM - 12:15 PM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

Join Ryan Smith for A Simpler Way To Sell Cyber - Techniques for Uncovering Cyber Risks

This session is part of INSURCON 2025 - Register to attend INSURCON 2025 to attend this session!

To sell cyber, first your client must understand their cyber risk but many sellers struggle due to the technical nature of cybersecurity. There's an easier way! Hear from Ryan Smith, a cybersecurity consultant that has been helping businesses with cyber risks since 2017, as he shares tips on creating an educational approach to selling that helps expand your prospect's awareness of their risk without getting technical.

2025 INSURCON Session: Beyond the Daily Grind: Empowering Teams to Work ON the Business, Not Just IN

2025 INSURCON Session: Beyond the Daily Grind: Empowering Teams to Work ON the Business, Not Just IN

June 2025

Tuesday, June 24, 2025 11:15 AM - 12:15 PM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

Join Marit Peters, President & Executive Director of IIAT, for Beyond the Daily Grind: Empowering Teams to Work ON the Business, Not Just IN It

No CE

This session is part of INSURCON 2025 - Register to attend INSURCON 2025 to attend this session!

Too often, our employees are just trying to survive the workload and don’t get the opportunity work together on the business. Our IIAT consulting team will share practical applications to empower your team to think strategically, solve problems, and drive growth. It’s more rewarding and less exhausting for everyone when our teams collaborate and work together!

2025 INSURCON Session: Your E&O Policy Says What?

2025 INSURCON Session: Your E&O Policy Says What?

June 2025

Tuesday, June 24, 2025 11:15 AM - 12:15 PM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

Join Cari Senefsky and the IIAT E&O Team for Your E&O Policy Says What?

This session is part of INSURCON 2025 - Register to attend INSURCON 2025 to attend this session!

Review key terms and definitions in Insurance Agent E&O policies, how they can impact coverage in a claim scenario and review simple steps the agency can take to help mitigate claims.

IIAT - Social Security and Medicare: Your Questions Answered (141293)

June 2025

Tuesday, June 24, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Chris Amrhein, AAI

This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the chaos. Whether you are seeking info to help a customer, spouse, parent, relative or preparing for your own journey through the retirement “right of passage”, harvest the value of experience and take this course!

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

2025 INSURCON Trade Show

2025 INSURCON Trade Show

June 2025

Tuesday, June 24, 2025 3:30 PM - 6:00 PM Central Standard Time

JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX

CISR - Other Personal Lines Solutions

June 2025

Wednesday, June 25, 2025 7:00 AM - 3:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This course examines coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy. Learn to address exposures created by business activities, the ownership or use of recreational vehicles and watercraft, and the need for additional coverage through Personal Umbrella Liability and Catastrophe Coverage.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - An Hour with Dave: Rental Cars: Issues, Answers, Horror Stories (141491)

June 2025

Wednesday, June 25, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: David Thompson, CPCU, AAI, API, CRIS

What’s in the rental car contract you signed but didn’t read? Is the LDW a rip-off? Is that credit card coverage legit? How does your personal auto respond? Learn the answers and discuss several “horror story” claim scenarios involving rental cars in this outstanding program from instructor David Thompson.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Name That Endorsement: Business Auto and Commercial Property Edition (141500)

June 2025

Thursday, June 26, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: David Thompson, CPCU, AAI, API, CRIS

While many are commonly used, commercial insureds and agents are often confused by the purpose of certain endorsements to their insurance policies. Insurance pros who take this course will gain expertise on several endorsements often used to limit or enhance coverage in the Business Auto policy as well as a few designed for the Commercial Property policy.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)

June 2025

Thursday, June 26, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

This course reviews many examples of situations faced by agents which may test ethical resolve as well as E&O management practices. Agents who take this course will learn some coverage lessons, better understand the critical functions of a successful agency operation, and be more prepared to handle difficult situations commonly faced by insurance agencies.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

ABEN - Flood Program Overview - NFIP Then and Now (120403)

June 2025

Friday, June 27, 2025 3:00 PM - 6:00 PM Central Standard Time

Webcast
Remote,

3 Hours CE

Member $84 / Non-member $120

Instructor: Gregg Porter

*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015.

In this 3 hr. detailed course, agents will learn the history, products & policies, general rules, claims process, and rating through the NFIP which would allow agents to better inform their customers. They will also receive clarification of the most recent and upcoming NFIP changes. Agents will be better able to advise their insureds on the intricacies of the flood insurance policy.

FEMA and State Departments of Insurance have taken various actions over the years to establish training requirements for insurance agents who sell and service flood insurance under the National Flood Insurance Program (NFIP), as outlined in Section 207 of the Flood Insurance Reform Act of 2004 (Public Law 108-264). The following material is a representation of documents published by various states. https://www.fema.gov/state-actions-implement-flood-insurance-training-requirements-insurance-agents For the actual documents, please contact the appropriate state department of insurance.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

LEAD: Leadership Excellence and Development Series

August 2025

Tuesday, August 05, 2025 - Tuesday, September 09, 2025 Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE

Price: All 6 sessions for $499 for Members / $739 for Non-members

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily. In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning. LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights.

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations.

Session 1. Foundations of Effective Leadership: August 5, 2025, 9:00-10:30 AM CT

Session 2. Communications and Relationship Management: August 12, 2025, 9:00-10:30 AM CT

Session 3. Coaching to Performance Outcomes: August 19, 2025, 9:00-10:30 AM CT

Session 4. Difficult Conversations and Conflict Resolution: August 26, 2025, 9:00-10:30 AM CT

Session 5. Talent Strategies: September 2, 2025, 9:00-10:30 AM CT

Session 6. Leading Hybrid Teams and Implementing AI in Your Agency: September 9, 2025, 9:00-10:30 AM CT

Sponsored by TSLA - Basics of CBD and Marijuana - The Quick Version (#122614)

August 2025

Thursday, August 14, 2025 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Sponsored by Texas Surplus Lines Association

1 CE Hour

Member $32 / Non-member $71

Instructors: Joe Dahlvig, Admiral Insurance Group

Participants should obtain basic knowledge of CBD and Marijuana (THC). Topics will include Regulation, Seed to Sale process, ways to consume, and underwriting concerns/potential claims and forms including exclusions and extensions of coverage found in insurance policies.Participants should obtain basic knowledge of CBD and Marijuana (THC).

IIAT - An Hour with Cathy: I Pay What? How Commercial Policy Deductibles Work (141488)

August 2025

Tuesday, August 19, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Cathy Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course reviews property deductibles, including a discussion of flat, percentage, and catastrophe deductibles as well as deductible buyback policies. We will discuss the different types of general liability deductibles that may apply, as well as how the self-insured retention in an Umbrella policy functions. Lastly, we will address the application of deductibles for auto physical damage coverages.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CIC - Agency Management

September 2025

Tuesday, September 09, 2025 - Wednesday, September 10, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $435

In the CIC Agency Management course, you will learn how to apply the management theories, methods, and procedures necessary to operate a successful insurance agency. Leave the class prepared to implement strategies designed to increase agency profitability.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

CIC - Agency Management

September 2025

Tuesday, September 23, 2025 - Wednesday, September 24, 2025 Central Standard Time

In Person

Facility TBD
Dallas, TX

16 CE Hours

Price: $475

Instructors: Robert Shomo and Dave Coil
Education Consultant: Bruce McCreadie

In the CIC Agency Management course, you will learn how to apply the management theories, methods, and procedures necessary to operate a successful insurance agency. Leave the class prepared to implement strategies designed to increase agency profitability.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click HERE to view all 2025 CIC dates and topics and to learn more about the designation program.

James K Ruble Graduate Seminar

September 2025

Monday, September 29, 2025 - Tuesday, September 30, 2025 Central Standard Time

In Person

Risk & Insurance Education Alliance
3624 North Hills Drive, Suite D-101
Austin, TX 78731

16 CE Hours

Price: $460

Instructors: Cathy Trischan and Jay Willliams

Thoughtfully crafted seminars are taught at the graduate level, focusing on practical, real-life applications of insurance and risk management principles to develop skills in quantifying complex exposures, identifying specific risks, and determining the most effective mitigation strategies through risk control and coverage applications.

This program is provided by the Risk & Insurance Education Alliance. Click HERE to view all 2025 James K Ruble Graduate Seminar dates and topics and to learn more about the designation program. You must be a dues paid member of the Risk & Insurance Education Alliance to attend this program and earn designation update credit.

CIC - Commercial Casualty

October 2025

Thursday, October 02, 2025 - Friday, October 03, 2025 Central Standard Time

In Person

FacilityTBD
Houston, TX

16 CE Hours

Price: $435

Instructors: Brian Hutson and Teresa Pacelli
Education Consultant: John Dismukes

In the CIC Commercial Casualty course, you will gain a detailed understanding of the coverage, limitations, and exclusions of the Commercial General Liability (CGL) Policy, the Business Auto Policy (BAP), and the Workers’ Compensation and Employers’ Liability Insurance Policy (WC & EL Policy).

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click HERE to view all 2025 CIC dates and topics and to learn more about the designation program.

James K Ruble Graduate Seminar

October 2025

Thursday, October 16, 2025 - Friday, October 17, 2025 Central Standard Time

In Person

Facility TBD
San Antonio, TX

16 CE Hours

Price: $460

Instructors: Chappy Chapman and Allen Messer

Thoughtfully crafted seminars are taught at the graduate level, focusing on practical, real-life applications of insurance and risk management principles to develop skills in quantifying complex exposures, identifying specific risks, and determining the most effective mitigation strategies through risk control and coverage applications.

This program is provided by the Risk & Insurance Education Alliance. Click HERE to view all 2025 James K Ruble Graduate Seminar dates and topics and to learn more about the designation program. You must be a dues paid member of the Risk & Insurance Education Alliance to attend this program and earn designation update credit.

Sponsored by TSLA - Hard Market Dynamics and How to Approach With Your Insured (#125431)

October 2025

Thursday, October 16, 2025 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Sponsored by Texas Surplus Lines Association

2 CE Hour

Member $32 / Non-member $71

Instructors: Emily Carstens, Amwins

This class will discuss the differences in hard vs soft insurance markets, and the dynamics of the current insurance market including aspects of Social inflation. The bulk of the course is designed to educate insureds on the Hard Market and put emphasis on putting the best policy together for their coverage needs.

CRM - Analysis of Risk

October 2025

Wednesday, October 29, 2025 - Thursday, October 30, 2025 Central Standard Time

In Person

LocationTBD
Houston, TX

CE Hours: 16 Hours

Price: $475

Presenters: Michael Hay and Richard Rudolph
Education Consultant: John Neal

Analysis is a vital step in the risk management process - using risk data to analyze the frequency and severity of losses, the potential for future losses, and cost-benefits of control solutions. You'll acquire a facility with the analysis and measurement of exposures and loss data that is fundamental to risk management. It is recommended that you take this Analysis of Risk course before Financing Risk.

This program is provided by the Risk & Insurance Education Alliance and is part of the Certified Risk Manager (CRM) designation program. Click HERE to view all 2025 CRM dates and topics and to learn more about the designation program.

CIC - Insurance Company Operations

November 2025

Wednesday, November 05, 2025 - Thursday, November 06, 2025 Central Standard Time

In Person

Risk & Insurance Education Alliance
3624 North Hills Drive, Suite D-101
Austin, TX 78731

16 CE Hours

Price: $475

Instructors: Craig Sietsema and Nikki Sherrill-Wyatt
Education Consultant: John Neal

In the Insurance Company Operations course, you will learn strategic decision-making strategies for the purpose of satisfying regulatory requirements, meeting compliance standards, product development, underwriting, distributing and marketing, processing claims, and other vital company functions.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click HERE to view all 2025 CIC dates and topics and to learn more about the designation program.

James K Ruble Graduate Seminar

November 2025

Thursday, November 20, 2025 - Friday, November 21, 2025 Central Standard Time

In Person

Facility TBD
Houston, TX

16 CE Hours

Price: $460

Instructors: Ian Greenway and Ted Kinney

Thoughtfully crafted seminars are taught at the graduate level, focusing on practical, real-life applications of insurance and risk management principles to develop skills in quantifying complex exposures, identifying specific risks, and determining the most effective mitigation strategies through risk control and coverage applications.

This program is provided by the Risk & Insurance Education Alliance. Click HERE to view all 2025 James K Ruble Graduate Seminar dates and topics and to learn more about the designation program. You must be a dues paid member of the Risk & Insurance Education Alliance to attend this program and earn designation update credit.

CRM - Financing Risk

December 2025

Thursday, December 04, 2025 - Friday, December 05, 2025 Central Standard Time

In Person

LocationTBD
Dallas, TX

CE Hours: 16 Hours

Price: $475

Presenters: David Hershey and John Neal
Education Consultant: Michael Hay

Financing of Risk is often an intricate and complex task. In this course, you will compare various financing options: non-insurance transfer, guaranteed cost plans, retro plans, dividend plans, pools, and various types of captives You will learn how to deliver the message to management in present value dollars. It is recommended that this course be taken after Analysis of Risk.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Risk Manager (CRM) designation program. Click HERE to view all 2025 CRM dates and topics and to learn more about the designation program.

CIC - Commercial Casualty

December 2025

Monday, December 08, 2025 - Tuesday, December 09, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $435

In the CIC Commercial Casualty course, you will gain a detailed understanding of the coverage, limitations, and exclusions of the Commercial General Liability (CGL) Policy, the Business Auto Policy (BAP), and the Workers’ Compensation and Employers’ Liability Insurance Policy (WC & EL Policy).

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click here to view all 2025 CIC dates and topics and to learn more about the designation program.