Search our Calendar of Events

Search Events
Search Events by Location
 
Clear

Calendar of Events

IIAT - Comparing Personal Auto Policies (128073)
IIAT - Comparing Personal Auto Policies (128073)
April 2024

Tuesday, April 09, 2024 9:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64  /   Non-member  $142.00

Instructor: Brian Hutson

Designed to review areas of Personal Auto Policies that differ in individual company forms.

Learn More

IIAT - You Signed What (98914)
IIAT - You Signed What (98914)
April 2024

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

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: Ross Pearce

Your customers are entering into agreements every day. Few understand the insurance implications of their decisions. Learn how to address the most common problems associated with the contracts your customers sign. 

Learn More

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.

 

.  

Learn More

IIAT - Workers Compensation in Texas (98918)
IIAT - Workers Compensation in Texas (98918)
April 2024

Tuesday, April 16, 2024 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32  /   Non-member  $71

Instructor: Ross Pearce

Learn how the Workers' Compensation system works and what to ask your customers to be certain you are providing the proper protection.

Learn More

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.

Learn More

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.  

Learn More

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

Learn More

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.

Learn More

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.  

Learn More

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.

Learn More

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.

Learn More

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.

Learn More