Calendar of Events

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

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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.

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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.

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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.

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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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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.

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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.

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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.

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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

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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

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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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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

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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

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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

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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!

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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

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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.

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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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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.

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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.

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