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Calendar of Events

IIAT - Understanding the Furnished Auto Exposure (105289)

September 2024

Tuesday, September 10, 2024 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

Personal Lines

1 CE Hour

Member $32 / Non-member $71

Instructor: Ross Pearce

This session is designed to explore the challenges and solutions related to furnished autos in both personal and commercial insurance contexts. Participants will gain insights into the coverage issues that can arise with furnished or regularly available vehicles and how these can impact auto policies.

IIAT - The Art of Scheduling Property (98916)

September 2024

Wednesday, September 11, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

Personal Lines

1 CE Hour

Member $32 / Non-member $71

Instructor: Ross Pearce

Your customer loses a $10,000 ring and the insurance company is offering $2,000 to settle. Is that possible? Learn how this can happen along with the advantages associated with scheduling a variety of personal property items.

ABEN - 9 Rules for Reading an Insurance Policy Based on the Law of Insurance Contracts

September 2024

Wednesday, September 11, 2024 10:00 AM - 12:00 PM Central Standard Time

Webcast
Remote,

2 Hour CE

Member $56 / Non-member $80

Instructor: Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS

Insurance policies are subject to the standard law of contracts; but beyond simple contract law, insurance contracts are bound by unique provisions and requirements specific to insurance. An understanding of these unique legal characteristics is necessary to understand the insurance contract. Once the unusual characteristics of insurance contracts are understood, the rules for reading any insurance policy can be applied.

Learning Objectives

Learn the basic provisions of contract law;
Understand the unique legal characteristics of insurance contracts;
Understand the general construction of insurance contracts;
Understand the rules for reading and understanding ANY insurance policy; and
Learn why exclusions exist.

IIAT - Drone

September 2024

Tuesday, September 17, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Mishell Magnusson

This past Christmas, and others before it, the gift for the child who has everything may have been a drone. They’re certainly turning up in unlikely spots – the White House grounds, football stadiums, insurance carriers, etc. There is another place they have turned up – insurance exclusions!

This one-hour webinar will discuss exposures, coverage for your personal lines insureds, and coverage for your commercial lines insureds – or the lack of!

LEAD: Leadership Excellence and Development Series

September 2024

Tuesday, September 17, 2024 - Tuesday, October 22, 2024 Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE

Price: All 6 sessions for $480 for Members / $720 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: Tuesday, September 17, 2024, 9:00-10:30 AM CT

Session 2. Communications and Relationship Management: Tuesday, September 24, 2024, 9:00-10:30 AM CT

Session 3. Coaching to Performance Outcomes: Tuesday, October 1, 2024, 9:00-10:30 AM CT

Session 4. Difficult Conversations and Conflict Resolution: Tuesday, October 8, 2024, 9:00-10:30 AM CT

Session 5. Talent Strategies: Monday, October 14, 2024, 9:00-10:30 AM CT

Session 6. Leading Hybrid Teams: Tuesday, October 22, 2024, 9:00-10:30 AM CT

To register for individual sessions, please refer to the registrations organized by date.

LEAD: Session 1 - Foundations of Effective Leadership

September 2024

Tuesday, September 17, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE

Price $95 Member / $145 Non-member

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 Topics Include: Qualities of an Effective Leader, Emotional Intelligence, Building Trust, Leadership Skills Inventory, Empowering the Team, Setting Priorities and Managing Your Time

IIAT - Additional Insureds & Contractual Liability (104097)

September 2024

Tuesday, September 17, 2024 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

Sponsored by Texas Surplus Lines Assn.

1 CE Hour

Member $32 / Non-member $71

Instructor: Ross Pearce

We use these phrases together so often that we often think of them as the same thing. But they are very different. Learn what each does and why third parties often want both added to your customers' policies.

EMG Series - Medicare Annual Enrollment Period is your chance to refer and Earn

September 2024

Thursday, September 19, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

No CE

Free for Members

Instructor: BrandonJ. Herndon

Approaching the topic of health care costs in retirement with clients can be intimidating. Even if your client brings it up, you may feel uneasy because it’s outside your expertise or seems intrusive. Here are some of the main opportunities for the conversation — plus, how to navigate the conversation.

LEAD: Session 2 - Communications and Relationship Management

September 2024

Tuesday, September 24, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE

Price $95 Member / $145 Non-member

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 2 Topics Include: Communication Styles and Preferences, Relationship Myths, Stakeholder Management, Leading Projects, and Meetings

Sponsored by TME - Travel Insurance Explained (136588)

September 2024

Tuesday, September 24, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Sponsored by TME Travel Insurance

1 CE Hour

FREE for Members

Non-member $71

Instructor: Joe Lesher, CPCU, ARM

Travel Insurance Overview – consumer trends, policy types, key coverages & claims process.

CISR - Commercial Casualty I

September 2024

Thursday, September 26, 2024 7:30 AM - 4:30 PM Central Standard Time

Webcast
Remote,

CE Hours: 7 Hours

Price: $170

Provided by Risk & Insurance Education Alliance

Presenter: Jennifer Walker

Legal principles establish obligations of parties for torts, principles of contractual and statutory liability, and how damages are assessed for responsible parties.

Workshop #2 - Insurance to Value

September 2024

Thursday, September 26, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Bill Harwood, New Level Partners LLC’s Co-Founder and Managing Partner

Insured’s carrying limits of property coverage which accurately reflect true replacement value has always been a priority. However, it’s even more important these days with inflation putting constant pressure on rebuild costs – the cost of materials and labor. This webinar will provide essential information to be able to explain why full value is so important to homeowners and business owners.

LEAD: Session 3 - Coaching to Performance Outcomes

October 2024

Tuesday, October 01, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE

Price $95 Member/ $145 Non-member

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 3 Topics Include: Coaching to Results, Delivering Feedback, Goal Setting, Empowering the Team, Performance Management

CIC - Commercial Multiline

October 2024

Wednesday, October 02, 2024 - Thursday, October 03, 2024 Central Standard Time

In Person

To Be Determined - Houston Area

CE Hours: 16 Hours

Price: $475.00

Provided by Risk & Insurance Education Alliance

Presenter: John Masselli Jr. and Mercy Komar

Understand the benefits of Bailee coverage, what Builder’s Risk insurance covers, and when an Installation Floater is necessary.

IIAT - Emerging Exposures for the Agent Around Town

October 2024

Tuesday, October 08, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Mishell Magnusson

This presentation includes what it means to be a broker, including duties owed to the consumer. Though not intended as an E&O Loss prevention seminar, the seminar will also discuss ways to prevent possible errors and omissions exposures. Participants will then be led through several current Emerging Exposures that are hot topics in the agency to identify to the customer and then decide IF any are covered by insurance.

LEAD: Session 4 - Difficult Conversations and Conflict Resolution

October 2024

Tuesday, October 08, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE

Price $95 Member / $145 Non-member

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 4 Topics Include: Challenging Situations, Team Dynamics, Types of Conflict, Key Steps for Managing Conflict

IIAT - How to Deal with Gaps in the Homeowners Policy, Part 1 ( 133286 )

October 2024

Tuesday, October 08, 2024 1:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Ross Pearce

The way we use our property has changed. Additional exposures from short-term rentals and drones to the advent of "tiny houses" the traditional homeowners' exposure is changing. Learn what you need to know about these exposures, what markets are available, and what products can be used.

Workshop #3 - Risk, Coverage Intent and Policy Design

October 2024

Wednesday, October 09, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Bill Harwood, New Level Partners LLC’s Co-Founder and Managing Partner

The instructor makes a dry topic very interesting and relevant by explaining how sections of policies work together to determine how any policy responds to a loss event. Policies are designed to cover what’s intended by the authors – also because premiums are generated to align with historical loss patterns by coverage. This webinar demystifies many confusing assumptions and makes it easier to understand policy language.

IIAT - How to Deal with Gaps in the Homeowners Policy, Part 2 ( 122876 )

October 2024

Wednesday, October 09, 2024 1:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Ross Pearce

The way we use our property has changed. Additional exposures from short-term rentals and drones to the advent of "tiny houses" the traditional homeowners' exposure is changing. Learn what you need to know about these exposures, what markets are available, and what products can be used.

LEAD: Session 5 - Talent Strategies

October 2024

Monday, October 14, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE

Price $95 Member / $145 Non-member

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 5 Topics Include: Talent Recruitment, Interviewing, Multi Generations in the Workforce, Retaining Talent, Intro to Success Planning

IIAT - Intro to Commercial Property - Let’s Get Started (135971)

October 2024

Tuesday, October 15, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hour

Member $64 / Non-member $142

Instructor: Ross Pearce

Designed as an introduction to the ISO Commercial Property policy. Can be taught by itself or as the 1st class in the 3-course series Intro to Comml Property - Let’s Get Started, Intro to Comml Property- Let’s Dig In, Intro to Comml Property - Let’s Dig Deeper.

IIAT - Intro to Commercial Property - Let’s Dig In (135973)

October 2024

Tuesday, October 15, 2024 1:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Ross Pearce

Let’s dig into the world of ISO commercial property. This course is designed not only as an enlightening standalone experience but also as a pivotal second step in a three-part series. It promises an exciting journey of discovery, where students will master the intricacies of Additional and Optional Coverages, delve into Coverage Extensions, and demystify the nuances of limits and deductibles.

2024 National ABEN Day

October 2024

Wednesday, October 16, 2024 10:00 AM - 4:00 PM Central Standard Time

Webcast
Remote,

Members $10 / Non-members $160

Join us for a day dedicated to navigating the complexities and challenges of the modern insurance landscape.

NATIONAL ABEN DAY is bringing together industry leaders and experts to provide invaluable insights and strategies in response to crises, chaos, and calamities.

Event Schedule:

Note - short breaks will be provided between sessions as well as a 30-60 min lunch break!

10 AM - Beyond Tomorrow: Leading the Workplace of the Future
Speaker: Summer Jelinek
Duration: 1 hour
This session will focus on innovative leadership strategies for the evolving workplace.

11 AM - Securing the Future: Insurance in an Era of Increased Natural Disasters
Speakers: Kim and Brian Hutson
Duration: 2 hours
Explore the critical measures needed to secure insurance in the face of escalating natural disasters.

1:45 PM - Proactive Workplace Violence Response: Mitigating Risks for Your Clients
Speakers: Andy Sexton and Chad Ayers
Duration: 1 hour
Learn about proactive risk management strategies for active shooter scenarios in various environments.

2:55 PM - AI Implications in the Insurance Industry
Speaker: Rick Pitts
Duration: 1 hour
Discover the transformative impact of artificial intelligence on the insurance industry and how to leverage it effectively.

Secure your spot now for NATIONAL ABEN DAY!

Sponsored by TSLA - Errors & Omissions

October 2024

Thursday, October 17, 2024 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: Susan Dearborn, Litchfield Special Risks

Learn how to avoid E&O claims by applying for, documenting, and eventually obtaining coverage through a competent broker and financially stable carrier. Knowledge will include payment terms, terms & conditions of policies, authority of wholesalers and carriers, certificates, checking policies and endorsements, carrier security, selecting a broker, taxes & fees, and disclosure statements.

LEAD: Session 6 - Leading Hybrid Teams

October 2024

Tuesday, October 22, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE

Price $95 Members / $145 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 6 Topics Include: Success Factors, Impact of Proximity and Dependence, Gaining Consensus on Team Agreement, Evaluating Your Team’s Effectiveness

ABEN - A Walk Around The Farm – Farm Liability Considerations

October 2024

Friday, October 25, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 Hour CE

Member $56 / Non-member $80

Instructor: Samuel T Bennett, CIC, AFIS, CRIS, CPIA, CPRM

This presentation will concentrate on the ISO Farm Liability Coverage Form and select endorsements to familiarize the participant with the structure and coverage intent of this program.

CISR - Elements of Risk Management

October 2024

Thursday, October 31, 2024 7:30 AM - 4:30 PM Central Standard Time

Webcast
Remote,

CE Hours: 7 Hours

Price: $170

Provided by Risk & Insurance Education Alliance

Presenter: Dan Weedin

General classes of risk, their logical classifications, and ten specific methods risk managers can use to identify specific risks.

CRM - Practice of Risk Management

November 2024

Wednesday, November 06, 2024 - Thursday, November 07, 2024 Central Standard Time

In Person

3624 North Hills Drive, Ste D-101
Austin, TX
78731

CE Hours: 16 Hours

Price: $450

Provided by Risk & Insurance Education Alliance

Presenter: Jeffrey Driver & Steven Holland

Examine the typical responsibilities and required technical, soft, leadership, and managerial skill sets of effective risk managers so you can create a plan to effectively implement and monitor a risk management program.

IIAT - Planning for an Internal Transition of Ownership in your Agency

November 2024

Thursday, November 07, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

No CE Hours

Free to Members

Instructor: Carey Wallace

Over 70% of independent insurance agencies are family-owned and operated. In this session, we will cover the key things to consider when transitioning your agency internally including timing, price, sale structure, owner-held notes, and more.

ABEN - Active Shooter / Workplace Violence Risk & Insurance Programs

November 2024

Tuesday, November 12, 2024 12:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

2 Hour CE

Member $56 / Non-member $80

Instructor: Paul Marshall

This two-hour seminar is designed to teach risk managers about Active Shooter / Workplace Violence Risk & Insurance Programs. By learning about Active Shooter / Workplace Violence Risk & Insurance Programs, attendees will better serve their organizations.

IIAT - Coverage for Toys

November 2024

Thursday, November 14, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Mishell Magnusson

We will look at the homeowners' policy and how it addresses those items our Personal Lines Insured’s have, called “toys”. These can range from boats, children’s electric toy cars, golf carts to drones; and many other items. Does the ISO homeowners insurance policy provide coverage? Does your insured believe they have coverage and don’t give it a second thought? Do you, that agent/broker believe there is coverage? We will discover that IF there is coverage, the property coverage may be different than the liability coverage.

CISR - Commercial Casualty II

November 2024

Monday, November 18, 2024 - Wednesday, November 20, 2024 Central Standard Time

Webcast
Remote,

CE Hours: 7 Hours

Price: $170

Provided by Risk & Insurance Education Alliance

Presenter: Joe Stringer

Important legal concepts that establish the workers compensation system and the fundamentals of compensation for injured employees including the types of benefits.

CRM - Finance of Risk

December 2024

Wednesday, December 04, 2024 - Thursday, December 05, 2024 Central Standard Time

In Person

To Be Determined - Dallas Area

CE Hours: 16 Hours

Price: $450

Provided by Risk & Insurance Education Alliance

Presenter: David Hershey and Michael Hay

The risk financing program, insurable risks from risk manager and insurance professional perspectives, and quantitative tools used to help set insurance program deductibles and retention levels.

IIAT - Additional Insureds & Waiver of Subrogation

December 2024

Tuesday, December 10, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Mishell Magnusson

Additional Insured can be included on the Commercial General Liability policy; the Business Auto policy; the Workers' Compensation policy as well as the Umbrella/Excess.

CISR - Agency Operations

December 2024

Wednesday, December 18, 2024 7:30 AM - 4:30 PM Central Standard Time

Webcast
Remote,

CE Hours: 7 Hours

Price: $170

Provided by Risk & Insurance Education Alliance

Presenter: Lori Rummelt

The risks and management of exchanging coverage information to customers.

ABEN - Adding Value In Personal Lines

December 2024

Tuesday, December 24, 2024 2:00 PM - 5:00 PM Central Standard Time

Webcast
Remote,

3 Hours CE

Member $84 / Non-member $120

Instructor: Samuel T Bennett, CIC, AFIS, CRIS, CPIA, CPRMRelated Semi

Our personal lines clients depend upon us to place proper coverages as a major part of their risk management strategy. The property and liability coverages we place on their behalf may ultimately stand between them and bankruptcy in the event of a large loss. This presentation will address the exposures our personal lines clients have which are not well-handled by their unendorsed ISO Homeowners and Personal Auto Policies. A review of endorsements available in these programs will remind the participant that, as all clients are unique, it is routinely necessary to discuss the need for and availability of these very important coverage enhancements. The presentation will conclude with a review of the Personal Umbrella/Excess Liability coverage needs of the personal lines client and a discussion of coverages currently available to meet those needs.