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Calendar of Events

Insuring Personal Residential Property

July 2024

Monday, July 29, 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: Brian Sienkiewicz

This section will provide an understanding of Dwelling Policy and Homeowners Policy eligibility as well as examine the various coverage forms offered so that you may confidently guide your client through selecting the right Personal Residential Program for their property.

Insurance Company Operations

August 2024

Monday, August 05, 2024 - Wednesday, August 14, 2024 Central Standard Time

Webcast
Remote,

CE Hours: 16 Hours

Price: $430

Provided by Risk & Insurance Education Alliance

Presenter: Jay Williams and Mike Russell

Executive-level strategies are used to determine insurance company structure and regulations and compliance requirements unique to the insurance business. Sources of new insurance product development, modifications of existing products, and how to create insurance coverage for emerging industries.

Workshop #1 - The Importance of C.O.P.E. to Property Risk Assessment

August 2024

Wednesday, August 07, 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

Biennial IIA-RGV Trade Show

August 2024

Thursday, August 08, 2024 8:00 AM - 8:00 PM Central Standard Time

In Person

Biennial IIA-RGV Trade Show

DoubleTree Suites

1800 S. 2nd St, McAllen, TX 78501

IIAT - Ethics in Insurance (109911)

August 2024

Tuesday, August 13, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

Ethics

1 CE Hour

Member $32 / Non-member $71

Instructor: Carie Roach

This session will review the ethical challenges encountered by those in the insurance business, the sources of those challenges, and a process for ethical decision-making.

Sponsored by TSLA - Garage Coverage and When to Use It

August 2024

Thursday, August 15, 2024 10:00 AM - 12:00 PM Central Standard Time

Webcast
Remote,

Sponsored by Texas Surplus Lines Association

2 CE Hour

Member $64 / Non-member $142

Instructors: Susan Dearborn, Litchfield Special Risks

Participants should obtain basic and general knowledge regarding garage liability insurance. This knowledge will include learning about surplus line versus standard market, garage versus CGL, coverages and symbols, exclusions, ratings, legal, limits, deductible, and risk examples.

IIAT - Navigating the Certificate Dilemma (128737)

August 2024

Tuesday, August 20, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Ross Pearce

This session is designed to educate on the rules of issuing certificates, how to protect the agency, and manage insureds’ expectations.

Catalyit Live: Demo Lounge: SALT

August 2024

Tuesday, August 20, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Cost: Free for Full Access Agency Subscribers

Join us for a demo of SALT’s online applications and forms tool.

Financing of Risk

August 2024

Wednesday, August 21, 2024 - Thursday, August 22, 2024 Central Standard Time

Webcast
Remote,

CE Hours: 16 Hours

Price: $430

Provided by Risk & Insurance Education Alliance

Presenter: David Hershey, Ric Burwell, and Wendell Bosen

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.

Catalyit Live: Demo Lounge: Vertafore AgencyOne

August 2024

Thursday, August 22, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Cost: Free for Full Access Agency Subscribers

Join this Demo Lounge session with Vertafore as they introduce their new all-in-one platform, AgencyOne.

ABEN - “Business Use,” Personally Owned, and AI Driven

August 2024

Monday, August 26, 2024 8:00 AM - 9:00 AM Central Standard Time

Webcast
Remote,

1 Hour CE

Member $28 / Non-member $40

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

For most PAP insureds, the business use exclusion is irrelevant. In practical application, the PAP extends coverage for the business use of a "your covered auto" provided it's not used to carry people or property for a fee (i.e., Uber or Lyft). Absent material misrepresentation in the application regarding the use of the vehicle, the PAP responds to an incident arising from most business use.

Sponsored - Independent Contractor or Employee? (135981)

August 2024

Tuesday, August 27, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Sponsored by Texas Mutual

1 CE Hour

Member $32 / Non-member $71

Instructor: Tai Jenkins Williams, M.Ed, MS, ITP, MCCT

This course will discuss how the Texas Labor Code defines independent contractors. We will review common DWC forms associated with independent contractor policies and the purpose of each. Attendees will also learn why a 1099 recipient is not automatically deemed an independent contractor.

IIAT - The Top Ten Things to Consider When Buying An Agency

September 2024

Thursday, September 05, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

No CE Hours

Free to Members

Instructor: Carey Wallace

All agencies are not created equal, but for some reason, we want to use rules of thumb when we talk about multiples. In this session, we will share the key areas that you should consider when buying an agency to ensure that you can make a strong and informed business decision.

Commercial Casualty II

September 2024

Friday, September 06, 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: Tom Franzen

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

Workshop #2 - Insurance to Value

September 2024

Tuesday, September 10, 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

Acquire new knowledge & provide better responses to customers on home valuation.

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.

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

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 to Members

Non-member $71

Instructor: Joe Lesher, CPCU, ARM

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

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.

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

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.

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

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

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

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.

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.

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.

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.

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.

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.