LEAD 2: Strategic Leadership Development Program

April 2025

Wednesday, April 09, 2025 - Wednesday, May 14, 2025 Central Standard Time

Webcast
Remote,

 CLASS FULL - click HERE to be added to waitlist

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

The LEAD 2: Strategic Leadership Development Program empowers leaders to amplify their impact and drive organizational success. This program strengthens strategic planning capabilities by exploring into critical areas such as organizational strategy, talent planning, and future business vision, equipping leaders to navigate and shape long-term success.

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

1. Human Resources Essentials: April 9  10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: Interviewing and Selection, Essential HR Policies and Laws to Know, Conflict Resolution

1. Navigating Change: Tools for Leaders and Teams: April 16  10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: The Psychology of Change, Understanding Change Management Models and Framework, Communication Strategies, Change Leadership Principles

1. The Strategy Playbook:  From Planning to Execution: April 23 10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: Strategic Planning Core Components, SWOT and SOAR Analysis Output, Strategic Vision and Goals, Action Plans and Implementation 

1. Performance Goals and Evaluations: April 30   10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: Performance Goals and Talent Growth Plans, Performance Management Options, The Evaluation and Conversation, 1:1 Essentials

1. Anticipating Workplace Change and Evolution:  May 7 10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: Drivers of Workplace Change:  technological advancements/AI, workforce demographics, organizational structure, policy/regulatory changes, building a resilient and agile team

1. Executive Presence and Stakeholder Connections: May 14 10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: The Pillars of Executive Presence, Stakeholder Identification and Relationship Building, Strategies to Strengthen Executive Presence and Stakeholder Management 

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

April 2025

Thursday, April 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.  

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ABEN - The "Lucky" Thirteen Most Important Issues in Homeowners Insurance (135583)

April 2025

Monday, April 28, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 Hours CE

Member $84 / Non-member $120

Instructor: Richard Pitts

This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered.  For those producers that are more familiar with personal lines issues, the course functions as a reminder of some significant issues to address with insureds and an update on current developments in the field.

*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.  

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CISR - Commercial Casualty I

April 2025

Monday, April 28, 2025 10:00 AM - 6:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This CISR Commercial Casualty I Course strengthens your ability to have productive, confident interactions with your commercial customers in the area of commercial casualty exposures and coverages. You’ll improve your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability Coverage Form. Also addressing additional insured exposures and the coverage available to meet them, the course provides a strong foundation that is valued by insurance professionals.

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.

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CRM - Control of Risk

April 2025

Tuesday, April 29, 2025 - Wednesday, April 30, 2025 Central Standard Time

In Person

DoubleTree by Hilton Hotel Houston Intercontinental Airport
15747 John F Kennedy Blvd
Houston, TX 77032

CE Hours: 16 Hours

Price: $475

Presenters: Mark Gaskamp & Tim Wander
Education Consultant: Steven Holland

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.

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IIAT - Certificates, Contractors, and You: Fights, Coverage Issues, Best Practices (141531)

May 2025

Tuesday, May 06, 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

Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when issuing a certificate and discuss ways to avoid some of the common problems and errors.  Issues regarding Additional Insureds, Waivers of Subrogation and other requests frequently made of agents will be discussed. 

*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. 

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IIAT - Ethics in Insurance - Protecting the Client and the Agency (141514)

May 2025

Tuesday, May 06, 2025 12:00 PM - 3:00 PM 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, CBIA

This course begins with a discussion of what ethics is and different approaches to decision making. It addresses the ethical responsibilities of the insurance producer to prospects and clients, to insurance carriers and to third parties. Throughout the course, participants will discuss ethical dilemmas faced by insurance producers in order to determine the best course of action. We also discuss the E&O implications in many of the areas discussed. 

*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.  

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CISR - Commercial Casualty II

May 2025

Thursday, May 08, 2025 10:00 AM - 6:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This course, like Commercial Casualty I, expands your ability to have a confident relationship with your commercial customers in the area of commercial casualty exposures and coverages. In Commercial Casualty II, the focus is the Business Auto Policy, the Workers Compensation Policy, and Excess Liability Policies. You will improve your understanding in each of these vital areas

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.

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IIAT - The Fine Print: Understanding the Contractual Obligations of Your Insured (141528)

May 2025

Thursday, May 08, 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.  

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ABEN - Workers' Compensation and the Law (133126)

May 2025

Friday, May 09, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 Hours CE

Member $84 / Non-member $120

Instructor: Terry Tadlock, CIC, CPCU, CRIS

This class will look at the legal obligations and defenses of the employer-employee relationship, and how the Workers Compensation system modifies the legal concepts of common law. We will examine the major characteristics of the benefits provided by state workers compensation laws and discuss the coverages provided by the policy including Employers Liability coverage. Several Workers Compensation endorsements will also be reviewed.

*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.  

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CIC - Commercial Casualty

May 2025

Monday, May 12, 2025 - Tuesday, May 13, 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.

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IIAT - Big Rig, Big Risk: Mastering Trucking Accounts (141525)

May 2025

Tuesday, May 13, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW\

Society as we know it depends on the trucking industry getting from A to B unscathed. Sometimes, accidents happen. The Motor Carrier Coverage Form (MCCF) is at the core of many Motor Carrier/Trucking accounts. This course takes a deep dive into the Insurance Services Office (ISO) MCCF, exclusions, and conditions.  It will emphasize how understanding “who is an insured” shapes the coverage, provide the answer to a variety of coverage questions on the effect of ISO symbols and how exceptions to exclusions provide some surprising expansions of 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.  

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IIAT - Employment Practices Issues vs. Employee Benefit Issues (#141613)

May 2025

Tuesday, May 13, 2025 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64  /  Non-member  $142

Instructor: Mishell Magnusson

This course leads you through each of the three topics - Employment Practices Liability (EPLI), Employee Benefits Liability (EBL), and Employers Liability (EL). Each topic is defined and then broken down by the type of exposure that all commercial client's face and how these exposures can be eliminated or covered by insurance or other risk management techniques.  

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IIAT - Liar!: An Agent's Role in Identifying & Handling Fraud (141527)

May 2025

Tuesday, May 13, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

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

They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This course reviews techniques agents can use to identify and deal with insurance fraud. With an abundance of examples and case studies, agents will gain expertise in sniffing out the liars.

*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. 

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CIC - Commercial Property

May 2025

Wednesday, May 14, 2025 - Thursday, May 15, 2025 Central Standard Time

In Person

Even Hotel Austin Uptown
13205 Burnet Road
Austin, TX 78727

16 CE Hours

Price: $475

Instructors: Patrick Wraight and David Sheets
Education Consultant: Kathleen Fraley

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.

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CISR - Insuring Personal Auto Exposures

May 2025

Wednesday, May 14, 2025 9:00 AM - 5:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

After taking the CISR Insuring Personal Auto Course, you’ll be able to assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed 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.

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IIAT - Just Use Mine: Home, Vehicle and Other Sharing Exposures Insurance Doesn’t Like (141499)

May 2025

Thursday, May 15, 2025 12:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

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

Vehicles, houses, garage space, swimming pools, scooters and many other exposures stemming from the shared economy require special attention from an insurance standpoint. Insurance pros who take this course will better understand the breadth of sharing exposures, how they’re addressed in common insurance policies, and how to obtain 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.  

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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.

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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.

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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.  

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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. 

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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.  

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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.  

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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.  

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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.

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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.

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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. 

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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.  

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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.

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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.

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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.  

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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.  

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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.  

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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.  

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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.  

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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.  

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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.  

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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.  

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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.

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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.

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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.  

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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.

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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. 

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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.  

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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.  

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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.  

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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).  

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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