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The National Alliance CISR - Insuring Commercial Property
The National Alliance CISR - Insuring Commercial Property
April 2024

Tuesday, April 02, 2024 10:00 AM - 4:30 PM Central Standard Time

Webcast
Remote,

CE Hours: 7 Hours

Price: $170

Provided by The National Alliance

Presenter: Michael Haynes

Basics of property insurance policies, how to identify and explain types of property policies, different valuation methods used, how coinsurance applies, and how to handle fluctuating property values. Comparisons of coverages, exclusions, and limitations of the various Cause of Loss Forms - Basic (CP 10 10), Broad (CP 10 20), and Special (CP 10 30). Overview of the nationwide Inland Marine definitions and the distinction between controlled and uncontrolled inland marine lines.

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LEAD:  Leadership Excellence and Development Series
LEAD: Leadership Excellence and Development Series
April 2024

Wednesday, April 10, 2024 - Wednesday, May 15, 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:  April 10, 2024, 9:00-10:30 AM CT

Session 2. Communications and Relationship Management:  April 17, 2024, 9:00-10:30 AM CT

Session 3. Coaching to Performance Outcomes:  April 24, 2024, 9:00-10:30 AM CT

Session 4. Difficult Conversations and Conflict Resolution:  May 1, 2024, 9:00-10:30 AM CT

Session 5. Talent Strategies:  May 8, 2024,  9:00-10:30 AM CT

Session 6. Leading Hybrid Teams:  May 15, 2024, 9:00-10:30 AM CT

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

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LEAD: Session 1 - Foundations of Effective Leadership
LEAD: Session 1 - Foundations of Effective Leadership
April 2024

Wednesday, April 10, 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

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Mornings with Marit - Insuring Compliance: HR Updates You Need to Know
Mornings with Marit - Insuring Compliance: HR Updates You Need to Know
April 2024

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

Webcast
Remote,

No CE Hours

Members - Free

Instructors - Marit Peters and Ann Price

Join Marit and special guest Ann Price, an attorney specializing in labor and employment law, to discuss the latest HR-related regulations and topics you should know as an insurance agent and employer. We'll dive into the Department of Labor's impending final rule raising the salary threshold to a minimum of $55,000 for exempt employees. We'll also explore the new criteria distinguishing employees from independent contractors and the implications of the Pregnant Workers Fairness Act. Finally, Ann will address recent anti-discrimination legislation and the latest on unionization and labor rights.

 

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LEAD: Session 2 - Communications and Relationship Management
LEAD: Session 2 - Communications and Relationship Management
April 2024

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

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Sponsored by TSLA - Commercial Inland Marine Coverage
Sponsored by TSLA - Commercial Inland Marine Coverage
April 2024

Thursday, April 18, 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:  Emily Carstens, Amwins

The basics of inland marine coverage include how it differs from property insurance; reviewing the forms and what may be covered and what businesses need this coverage. The participants should be comfortable with this type of coverage by the end of the class.

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Sponsored - Workers' Comp Experience Rating Basics (127098)
Sponsored - Workers' Comp Experience Rating Basics (127098)
April 2024

Tuesday, April 23, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: Tai Jenkins 

Review the role of NCCI regarding experience rating. Learn about the purpose and application and the different types of experience rating modifiers.  

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LEAD: Session 3 - Coaching to Performance Outcomes
LEAD: Session 3 - Coaching to Performance Outcomes
April 2024

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

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Cybersecurity Symposium - Cyber: Prepare, Prevent, Mitigate, Restore
Cybersecurity Symposium - Cyber: Prepare, Prevent, Mitigate, Restore
April 2024

Tuesday, April 30, 2024 11:30 AM - 1:30 PM Central Standard Time

Jack Guenther Pavilion at the Briscoe
San Antonio, Texas

Location

Jack Guenther Pavilion at the Briscoe
210 W. Market Street
San Antonio, Texas 78205 

Timeline

11:30 a.m.  Networking and Registration 
12:00 p.m.  Welcoming Remarks – U.S. Small Business Administration
12:15 p.m.  Keynote Address  
12:40 p.m.  Panel Discussion 
1:30 p.m.    Program Concludes 

Opening Remarks

Inessa Stepanenko headshot

Inessa Stepanenko
Deputy District Director, San Antonio District Office, U.S. Small Business Administration

Keynote Address

Todd Vasilou headshot

Todd Vasilou
Cybersecurity Advisor, Region 6, Cybersecurity and Infrastructure Security Agency

Panel

Todd Vasilou headshot

Todd Vasilou
Cybersecurity Advisor, Region 6, Cybersecurity and Infrastructure Security Agency

Rehman Khan headshot

Rehman Khan
Assistant Vice President, Cyber Risk Management, Travelers 

Jennifer Coughllin

Jennifer Coughlin
Partner, Mullen Coughlin

Host

Joan Woodward headshot

Joan Woodward
President, Travelers Institute; Executive Vice President, Public Policy, Travelers

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LEAD: Session 4 - Difficult Conversations and Conflict Resolution
LEAD: Session 4 - Difficult Conversations and Conflict Resolution
May 2024

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

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LEAD: Session 5 - Talent Strategies
LEAD: Session 5 - Talent Strategies
May 2024

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

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LEAD: Session 6 - Leading Hybrid Teams
LEAD: Session 6 - Leading Hybrid Teams
May 2024

Wednesday, May 15, 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

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IIAT - Who Comes in Second? Vertical and Horizontal Policy Limit Exhaustion
IIAT - Who Comes in Second? Vertical and Horizontal Policy Limit Exhaustion
May 2024

Tuesday, May 21, 2024 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Tracy Saxe and Kelly Johnson

Learn more about the concepts of vertical and horizontal policy limit exhaustion. When multiple policies are involved, the priority of coverage is relevant to determine whether vertical or horizontal policy limit exhaustion applies, as varied by jurisdictions.

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IIAT - Using Your Valuation as a Business Planning Tool
IIAT - Using Your Valuation as a Business Planning Tool
June 2024

Thursday, June 06, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

No CE Hours

Free to Members

Instructor: Carey Wallace

Most people think knowing the value of their agency is only necessary when they are ready to sell, but that is not true.  In this session, we will share why it is important to understand what drives the value of your agency and ways you can use that information to invest in your agency, position it for growth & scale, and ultimately maximize what may be your largest asset.  

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2024 INSURCON
2024 INSURCON
June 2024

Wednesday, June 19, 2024 - Friday, June 21, 2024 Central Standard Time

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

INSURCON 

June 19 - 21, 2024 at the JW Marriott Hill Country San Antonio.

The most exciting meeting in the Texas insurance industry! 

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2024 INSURCON GOLF DAY
2024 INSURCON GOLF DAY
June 2024

Thursday, June 20, 2024 7:00 AM - 2:00 PM Central Standard Time

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

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2024 INSURCON Trade Show
2024 INSURCON Trade Show
June 2024

Thursday, June 20, 2024 3:00 PM - 5:30 PM Central Standard Time

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

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

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Sponsored by TSLA - Errors & Omissions
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.

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

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