As agents face an increasingly tough market, it will be essential to embrace change and adapt to survive and thrive in a progressively competitive industry. Join fellow agents, colleagues, and industry experts as we discuss ways agents can pivot to gain resiliency and success.

< Back to Main Page

2024 Continuing Education Programs 

Tuesday, October 1, 2024
8:00 a.m. - 7:00 p.m.

Registration Opens
8:00 a.m.

Exploring Ethical Principles and Practices (3 CE Credits)
9:00 a.m. - 12:00 p.m.
Instructed by Heath W. Shearon, Mayor/Host, Insurance Town Podcast | Read bio
Located in Veramendi J

This course offers a comprehensive exploration of ethical principles and practices essential to the insurance industry. Through a combination of educational content, real-world case studies, and interactive activities, participants will deepen their understanding of ethical behavior, regulatory compliance, and best practices for fostering an ethical workplace.

Workers' Compensation 101 (3 CE Credits)
9:00 a.m. - 12:00 p.m.
Instructed by Tai Jenkins Williams, M.Ed., MS, ITP, MCCT®, Senior Customer Engagement Training Consultant, Texas Mutual Insurance Company | Read bio
Located in Veramendi I

This course is your ticket to understanding the complexities of Texas workers' compensation. Dive deep into coverage options, policy nuances, and the art of risk assessment. Learn how to navigate NCCI, decipher those puzzling experience rating worksheets, and ensure your clients are properly classified.

Luncheon
12:00 p.m. - 1:00 p.m.
Located in Veramendi GH
*Complimentary Lunch is only available if selected during online registration.

The Greatest Insurance Product Ever Invented (2 CE Credits)
1:00 p.m. - 3:00 p.m.
Instructed by Charlie Matejowsky, CIC, LUTCF, Vice President, Van Dyke, Rankin & Co. | Read bio
Located in Veramendi J

This course is designed to introduce the Life insurance product to agents. Throughout this session, agents will be able to discover the different types of life insurance, learn its history, understand its relation to taxes, and how an agents' clients can use it as a financial tool in times of need.

ISO BOP Form Review (1 CE Credit)
1:00 p.m. - 2:00 p.m.
Instructed by Tim O'Neill, CPCU, CLU, AIC, Founder, Test Crushers | Read bio
Located in Veramendi I

This course offers a comprehensive overview of the Businessowners Policy, commonly known as BOP, an easy-to-use policy that consolidates both property and liability coverage, specifically designed to cater to the needs of qualifying small businesses.

ISO CGL Form Review (1 CE Credit)
2:00 p.m. - 3:00 p.m.
Instructed by Tim O'Neill, CPCU, CLU, AIC, Founder, Test Crushers | Read bio
Located in Veramendi I

This course serves as a review of Commercial General Liability coverage forms, commonly abbreviated as CGL. These policies offer commercial entities comprehensive coverage in the event of damage or injury resulting from business operations or products, or occurred on its premises.

E&O: Cleaning Up the Neighborhood (2 CE Credits)
3:00 p.m. - 5:00 p.m.
Instructed by Heath W. Shearon, Mayor/Host, Insurance Town Podcast | Read bio
Located in Veramendi J

This course will help agents understand E&O claims and their impact on insurance agencies. Throughout this session, agents will be able to identify the common mistakes leading to E&O claims, determine areas of improvement, design effective workflows, optimize processes, and mitigate further risk.

Bond Business Essentials (1 CE Credit)
3:00 p.m. - 4:00 p.m.
Instructed by Tim O'Neill, CPCU, CLU, AIC, Founder, Test Crushers | Read bio
Located in Veramendi I

This course will cover the essentials for agents seeking to establish a career in the bond business. The discussion will revolve around the topics of Surety and Fidelity bonds, emphasizing on their distinctions and uses, illustrated through examples of commonly placed bonds.

ISO Cyber Form Review (1 CE Credit)
4:00 p.m. - 5:00 p.m.
Instructed by Tim O'Neill, CPCU, CLU, AIC, Founder, Test Crushers | Read bio
Located in Veramendi I

This course provides agents with a comprehensive review of cyber security liability insurance forms. These policies act as a safeguard from cyber security risks, providing liability coverage to eligible instances of loss or misuse of digital assets, and first-party coverage on the impact of such cyber incidents.

A special thank you to our 2024 Partners for their support

                               

---