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Calendar of Events

Catalyit Live: Hot Topic: Email Marketing Tips that WORK!
Catalyit Live: Hot Topic: Email Marketing Tips that WORK!
March 2024

Tuesday, March 05, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

No CE

Free for IIAT members.

Please login to Catalyit to finish the registration for this course.

Join Catalyit and Jay Schwedelson, President and CEO of Outcome Media, as we dive into email marketing tips that work!

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Catalyit Live: Hot Topic: How to Navigate the Modern Cybersecurity Landscape
Catalyit Live: Hot Topic: How to Navigate the Modern Cybersecurity Landscape
March 2024

Friday, March 08, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

No CE

Free for IIAT members.

Please login to Catalyit to finish the registration for this course.

Cybersecurity is no longer just an IT concern. With the increasing number of threats and the sophistication of cyber-attacks, it’s become crucial for businesses of all sizes and sectors to be informed and prepared.

During this special Hot Topic session, CyberFin will give you the tools and know-how to stay safe in this digital world, offering practical measures to shield your business effectively.

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Catalyit Live: Hot Topic: Selling Cyber Insurance
Catalyit Live: Hot Topic: Selling Cyber Insurance
March 2024

Tuesday, March 12, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

No CE

Free for IIAT members.

Please login to Catalyit to finish the registration for this course.

Description coming soon.

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IIAT - Personal Injury in the Internet Age (111824)
IIAT - Personal Injury in the Internet Age (111824)
March 2024

Wednesday, March 13, 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

It's a growing problem. Your customers and their families are posting more online creating increased exposure to lawsuits. Learn how to provide the coverage. 

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Business Income...The Mystery Continues (137729)
Business Income...The Mystery Continues (137729)
March 2024

Wednesday, March 13, 2024 12:30 PM - 3:30 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96  /   Non-member  $213

Instructor: Terry Tadlock

I Understand that Business Income coverage is a bit of a mystery to most in our industry.  This course is designed to prepare you with practical tools to understand coverages and apply the coverages to actual business income risks.  In addition, I will share a few of my methods to help you set limits correctly as well as using the correct coinsurance percentages.  This will be done by writing an actual account in class.  Once the correct coverages are in place our final task will be to evaluate a few Optional Coverages and Endorsements that will put the icing on the cake!  I think you will enjoy taking some of the mystery out of writing Business Income coverages! 

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IIAT - Care, Custody & Control  (111048)
IIAT - Care, Custody & Control (111048)
March 2024

Wednesday, March 13, 2024 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

Commercial Lines

1 CE Hour

Member $32  /   Non-member  $71

Instructor:  Ross Pearce

It's one of the key exclusions in a General Liability policy. Learn how it works and the options for providing coverage.

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Mornings with Marit - Combating Insurance Fraud: What You Should Know & How to Protect Clients
Mornings with Marit - Combating Insurance Fraud: What You Should Know & How to Protect Clients
March 2024

Thursday, March 14, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

No CE Hours

Members - Free

Instructors - Marit Peters and Brent Walker

In this session, we will chat with Brent Walker from the Coalition Against Insurance Fraud about what insurance fraud is, where it can appear in the insurance transaction lifecycle, consumer attitudes, and how you can protect your clients from its harmful impacts.  

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IIAT - Texas Law: Certificates & Liability Transfers (106818)
IIAT - Texas Law: Certificates & Liability Transfers (106818)
March 2024

Tuesday, March 19, 2024 9:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

Commercial Lines

1 CE Hour

Member $32  /   Non-member  $71

Instructor:  Ross Pearce

Texas has enacted laws restricting the transfer of a liability in some construction agreements. We'll address those along with changes in Owner Controlled Insurance Programs and a review of the Certificate law in Texas.

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Lunch and Learn - The Art of Saying Goodbye: How to Fire a Client
Lunch and Learn - The Art of Saying Goodbye: How to Fire a Client
March 2024

Tuesday, March 19, 2024 12:00 PM - 1:00 PM Central Standard Time

Webcast
Remote,

No CE hours

Member: Free

Instructors: Kim Hutson and Cari Senefsky

There are different reasons why an agency would want to end a relationship with a client. We will discuss the various philosophies around “pruning” a book of business and how to most effectively avoid an E&O situation in the process.

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IIAT - Cyber Risk: An Overview under Traditional Policies & Cyber Policy
IIAT - Cyber Risk: An Overview under Traditional Policies & Cyber Policy
March 2024

Tuesday, March 19, 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 about the exposure presented by cyber risk; coverage of cyber risks under traditional policies; the types of cyber policies; and advise businesses on why they should be purchasing a cyber policy.

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Sponsored - Unleashing Purr-fect Coverage: Pet Insurance 101
Sponsored - Unleashing Purr-fect Coverage: Pet Insurance 101
March 2024

Tuesday, March 26, 2024 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Sponsored by Prudent Pet

1 CE Hour

Member $32 / Non-member $71

Instructor: Sarah Grubb and TC Malik

We'll delve into the heart of why this industry is booming and the impact you have on pets and their families. Master the art of crafting customized quotes with ease and impress both your clients and prospects. Learn why these policies are used so frequently, and how you can be the hero to your paw-licyholders!

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IA-MBA
IA-MBA
March 2024

Wednesday, March 27, 2024 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

Register Yourself $795 / Register Your Team $1,000 for 2

IA-MBA Program Dates 
March 27 - June 5, 2024
All classes are virtual.

Save 20% by registering during the early-bird window on Individual Registration. When you register two people from the same agency you get 50% off both registrations!

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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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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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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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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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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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