List of Classes

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Tuesday, May 23, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Robin Federici

Members $40
Non-members $60

This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.

Tuesday, May 23, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such may not even be offered to an insured! This course is designed to dive deep into this essential coverage and prove to agents why it may be the most important insurance a business can have.

Wednesday, May 24, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Samuel Bennett

Members $25
Non-members $45

The Insurance Services Office (ISO) Business Auto Coverage Form (CA 00 01 11 20) is an incredibly important risk finance tool for many insureds. Agents MUST understand this policy’s Coverage Symbols and how they are essential to the process of constructing adequate coverage. Whether your insured uses large trucks, pickups, private passenger autos, a keen understanding of this coverage form begins with the Coverage Symbols.

Thursday, May 25, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course looks at several common home and auto policy concerns which may escalate during certain times of the insured’s life cycle. Issues created by marriage (and its dissolution), having kids, making money, college, roommates, stuff in storage, entity ownership of property, assisted living and other exposures are reviewed.

Wednesday, June 7, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course addresses many employment-related liability exposures faced by today’s employers: discrimination and harassment claims by employees and third parties, employee privacy concerns, retaliation claims, wage and hour claims and more. We will discuss the employment-related exposures and what features to look for in an Employment Practices Liability (EPL) policy.

Wednesday, June 7, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Catherine Trischan

Members $25
Non-members $45

This course will familiarize the participants with some of the issues faced by insurance professionals when they issue Certificates of Insurance for their customers.

Thursday, June 15, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Carissa Bonner

Members $40
Non-members $60

Ask a hundred commercial insurance professionals to describe in a few words the most frustrating part of the job and 99 of them likely will answer “certificates” or “Additional Insured endorsements.” The seemingly constant changes to rules, requests, form filings, and other issues at best cause headaches, at worst, E&O claims! This course will review several common issues with COIs and AI endorsements and the best practices regarding their use.

Thursday, June 15, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they could create a problem at claim time and strategies to ensure they don’t.

Tuesday, June 20, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

The Insurance Services Office’s (ISO) latest additions to its Commercial Property forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Tuesday, June 20, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

This course looks at several common commercial lines insurance policies and examples of actual claims that challenged the coverage (or lack thereof) provided. Agents who take this course will gain expertise in various coverage scenarios and be better positioned to advocate for the insured not if but when the bad thing happens.

Wednesday, June 21, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may work a little differently than insureds (and sometimes agents!) expect. This course uses several examples to fortify an agent’s understanding of both general and unique applications of deductibles in common personal lines policies.

Thursday, June 22, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

To save a few bucks, consumers are quick to strip off valuable coverage from their homeowners policy and/or buy coverage that doesn’t match their exposure. This course will review several claims and coverage examples agents can use to talk their insureds through the importance of adequate homeowners coverage and endorsements to make the policy as broad as possible.

Tuesday, June 27, 2023
8:00 a.m. - 11:00 a.m.

3 Ethics Credits
Instructed by Steven Lyon

Members $40
Non-members $60

This course uses a variety of scenarios to assist agents in ethical decision making. We will review several examples of agent obligations to insureds, carriers and others. We will discuss agency standards with regards to ethics, agent authority as perceived by others, and a variety of other situations.

Tuesday, June 27, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Wednesday, June 28, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $40

While many insurance pros are familiar with the term “Ordinance or Law”, many don’t have a keen understanding of its role in a homeowners or commercial property policy. This course reviews examples of ordinances and laws regarding damaged structures, the policy exclusions for compliance exposures as well as methods to insure them.

Thursday, June 29, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credit
Instructed by Samuel Bennett

Members $40
Non-members $60

This presentation will concentrate on the Insurance Services Office (ISO) Farm Property and Liability Coverage Forms and vital endorsements necessary for most clients involved in an agribusiness operation.

Thursday, June 29, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

Certificates of Insurance and the endorsements often requested with them cause many problems for insurance agents trying to help commercial clients. We will review the things to consider before issuing a certificate and discuss ways to avoid some of the common problems and errors. We will discuss Additional Insureds, Waiver of Subrogation and some of the requests frequently made of agents.

Tuesday, July 18, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course discusses two of the coverages available under commercial crime policies, with a focus on the Insurance Services Office (ISO) Commercial Crime program. We will begin with a discussion of the difference between Discovery and Loss Sustained coverage triggers. We will discuss Employee Theft coverage, the use of Employee Theft coverage to satisfy ERISA requirements and how the Employee Dishonesty coverage in the BOP differs from the Employee Theft Coverage in the Crime program. We will move on to a discussion of Computer and Funds Transfer Fraud including adding coverage for Fraudulent Impersonation/Social Engineering losses.

Wednesday, July 19, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Samuel Bennett

Members $25
Non-members $45

The goal of this course is multifaceted. We will review reasons why our personal lines clients wish to participate in sharing activities. We will discuss concerns that exist when our clients offer their property and/or use property of others via popular web-enabled services such as VRBO, Airbnb and similar platforms. We’ll explore the most commonly-used homeowner coverage form and the endorsements introduced for these exposures. Finally, we’ll glance at the personal auto policy as well as watercraft and recreational vehicle coverage forms to better understand coverage issues that may arise when these items are shared with others.

Thursday, July 20, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course examines a variety of Commercial General Liability policy features and endorsements that are sometimes added. We will focus on the effect these features and endorsements have on a contractor’s insurance program. While most of the endorsements discussed are reductions in coverage, some are important enhancements.

Thursday, July 20, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Monday, July 24, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course looks at several common home and auto policy concerns which may escalate during certain times of the insured’s life cycle. Issues created by marriage (and its dissolution), having kids, making money, college, roommates, stuff in storage, entity ownership of property, assisted living and other exposures are reviewed.

Tuesday, July 25, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.

Wednesday, July 26, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Working from home has become a staple of employment in America. Whether the “WFHomer” is doing so on behalf of an employer or running his/her own business, reliance on the homeowners policy is risky. In this course we’ll look at the unendorsed ISO Homeowners Forms for coverage, exclusions, and available endorsements. Personal lines pros who understand the limits of the homeowners forms and ask the right risk analysis questions of their clients will help prevent errors and omissions claims, increase customer retention, and add value to their clients’ insurance portfolios.

Thursday, July 27, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how inflation across other industries impacts personal insurance and how to explain this to insureds. We’ll discuss options in various policies that can help insureds avoid underinsurance and help agents avoid E&O claims stemming from underinsurance situations.

Monday, July 31, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Robin Federici

Members $40
Non-members $60

This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.

Wednesday, August 2, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

The technology upon which today’s business depends creates new exposures for our insureds. We will examine the most common first and third-party exposures, including the laws concerning privacy and security of personal information and the effect they can have on our insureds. We will review some of the coverages available in the Cyber insurance market and discuss things to consider when selecting a product.

Wednesday, August 2, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Catherine Trischan

Members $25
Non-members $45

This course begins with a discussion of various types of valuation in commercial property insurance including replacement cost and actual cash value. We will discuss coinsurance, changes in values over the course of the policy term, state over-insurance laws as well as valued policy laws and functional valuation.

Thursday, August 3, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.

Wednesday, August 9, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may work a little differently than insureds (and sometimes agents!) expect. This course uses several examples to fortify an agent’s understanding of both general and unique applications of deductibles in common personal lines policies.

Thursday, August 10, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

To save a few bucks, consumers are quick to strip off valuable coverage from their homeowners policy and/or buy coverage that doesn’t match their exposure. This course will review several claims and coverage examples agents can use to talk their insureds through the importance of adequate homeowners coverage and endorsements to make the policy as broad as possible.

Tuesday, August 15, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Tuesday, August 15, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credit
Instructed by Kym Martell

Members $40
Non-members $60

This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.

Thursday, August 17, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they could create a problem at claim time and strategies to ensure they don’t.

Thursday, August 17, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Tuesday, August 22, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

This class takes an in depth look at insuring for the “worse case scenario” for both personal and commercial clients. A recent study indicates that 47% of your clients are at least 27% underinsured. After taking this class, I think you will agree that almost 75% of your clients are more than 50% underinsured!! This class takes a look at the problems with advice we have been giving our clients for 50 years!

Tuesday, August 22, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such may not even be offered to an insured! This course is designed to dive deep into this essential coverage and prove to agents why it may be the most important insurance a business can have.

Wednesday, August 23, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $45

The direct damage event (think fire or hurricane) has come and gone. Your insured is now faced with a new dilemma: how to keep the money flowing or risk losing the business. This course reviews essential coverages to keep your insured from going bankrupt including Business Income, Extra Expense, loss of utility services, spoilage and more.

Thursday, August 24, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Samuel Bennett

Members $40
Non-members $60

In order to reduce the thought of insurance as a commodity, the agent MUST enhance the value they bring to the agribusiness insurance buyer. This course will review the risk management process as well as available coverage forms and endorsements that allow agents to tailor the risk finance tool of insurance.

Wednesday, September 13, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course addresses many employment-related liability exposures faced by today’s employers: discrimination and harassment claims by employees and third parties, employee privacy concerns, retaliation claims, wage and hour claims and more. We will discuss the employment-related exposures and what features to look for in an Employment Practices Liability (EPL) policy.

Thursday, September 14, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

Certificates of Insurance and the endorsements often requested with them cause many problems for insurance agents trying to help commercial clients. We will review the things to consider before issuing a certificate and discuss ways to avoid some of the common problems and errors. We will discuss Additional Insureds, Waiver of Subrogation and some of the requests frequently made of agents.

Monday, September 18, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

The Insurance Services Office’s (ISO) latest additions to its Commercial Property forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Tuesday, September 19, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Robin Federici

Members $40
Non-members $60

This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.

Wednesday, September 20, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Working from home has become a staple of employment in America. Whether the “WFHomer” is doing so on behalf of an employer or running his/her own business, reliance on the homeowners policy is risky. In this course we’ll look at the unendorsed ISO Homeowners Forms for coverage, exclusions, and available endorsements. Personal lines pros who understand the limits of the homeowners forms and ask the right risk analysis questions of their clients will help prevent errors and omissions claims, increase customer retention, and add value to their clients’ insurance portfolios.

Thursday, September 21, 2023
8:00 a.m. - 11:00 a.m.

3 Ethics Credits
Instructed by Steven Lyon

Members $40
Non-members $60

This course uses a variety of scenarios to assist agents in ethical decision making. We will review several examples of agent obligations to insureds, carriers and others. We will discuss agency standards with regards to ethics, agent authority as perceived by others, and a variety of other situations.

Thursday, September 21, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

This course looks at several common commercial lines insurance policies and examples of actual claims that challenged the coverage (or lack thereof) provided. Agents who take this course will gain expertise in various coverage scenarios and be better positioned to advocate for the insured not if but when the bad thing happens.

Monday, September 25, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credit
Instructed by Kym Martell

Members $40
Non-members $60

This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.

Tuesday, September 26, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course looks at several common home and auto policy concerns which may escalate during certain times of the insured’s life cycle. Issues created by marriage (and its dissolution), having kids, making money, college, roommates, stuff in storage, entity ownership of property, assisted living and other exposures are reviewed.

Tuesday, September 26, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Wednesday, September 27, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $45

Join David Thompson, CPCU, as he takes you down “life in the fast lane” looking at some of the most important aspects of the National Flood Insurance Program. Topics will include: the new Risk Rating 2.0, 30-day wait, private flood insurance, other structures, the HFIAA surcharge, the loss of grandfathering, and the new “glide path” for rating.

Thursday, October 5, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

To save a few bucks, consumers are quick to strip off valuable coverage from their homeowners policy and/or buy coverage that doesn’t match their exposure. This course will review several claims and coverage examples agents can use to talk their insureds through the importance of adequate homeowners coverage and endorsements to make the policy as broad as possible.

Thursday, October 5, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course discusses two of the coverages available under commercial crime policies, with a focus on the Insurance Services Office (ISO) Commercial Crime program. We will begin with a discussion of the difference between Discovery and Loss Sustained coverage triggers. We will discuss Employee Theft coverage, the use of Employee Theft coverage to satisfy ERISA requirements and how the Employee Dishonesty coverage in the BOP differs from the Employee Theft Coverage in the Crime program. We will move on to a discussion of Computer and Funds Transfer Fraud including adding coverage for Fraudulent Impersonation/Social Engineering losses.

Wednesday, October 11, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Samuel Bennett

Members $25
Non-members $45

The Insurance Services Office (ISO) Business Auto Coverage Form (CA 00 01 11 20) is an incredibly important risk finance tool for many insureds. Agents MUST understand this policy’s Coverage Symbols and how they are essential to the process of constructing adequate coverage. Whether your insured uses large trucks, pickups, private passenger autos, a keen understanding of this coverage form begins with the Coverage Symbols.

Thursday, October 12, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

Big data is watching your every move. Virtual currencies are powering transactions globally. Cars are driving themselves, stuff orbiting the earth can actually hurt you, genetically modified animals and marijuana are everywhere. This mind-blowing course discusses these and many other exposures that just recently would’ve seemed too futuristic to even exist (much less create an insurance concern) but here we are!

Tuesday, October 17, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.

Thursday, October 19, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Tuesday, October 24, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they could create a problem at claim time and strategies to ensure they don’t.

Tuesday, October 24, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.

Wednesday, October 25, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $40

While many insurance pros are familiar with the term “Ordinance or Law”, many don’t have a keen understanding of its role in a homeowners or commercial property policy. This course reviews examples of ordinances and laws regarding damaged structures, the policy exclusions for compliance exposures as well as methods to insure them.

Thursday, October 26, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Tuesday, October 31, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credit
Instructed by Samuel Bennett

Members $40
Non-members $60

This presentation will concentrate on the Insurance Services Office (ISO) Farm Property and Liability Coverage Forms and vital endorsements necessary for most clients involved in an agribusiness operation.

Wednesday, November 1, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Robin Federici

Members $40
Non-members $60

This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.

Wednesday, November 1, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $45

The direct damage event (think fire or hurricane) has come and gone. Your insured is now faced with a new dilemma: how to keep the money flowing or risk losing the business. This course reviews essential coverages to keep your insured from going bankrupt including Business Income, Extra Expense, loss of utility services, spoilage and more.

Thursday, November 2, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how inflation across other industries impacts personal insurance and how to explain this to insureds. We’ll discuss options in various policies that can help insureds avoid underinsurance and help agents avoid E&O claims stemming from underinsurance situations.

Thursday, November 2, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.

Thursday, November 9, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course looks at several common home and auto policy concerns which may escalate during certain times of the insured’s life cycle. Issues created by marriage (and its dissolution), having kids, making money, college, roommates, stuff in storage, entity ownership of property, assisted living and other exposures are reviewed.

Thursday, November 9, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Tuesday, November 14, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

The Insurance Services Office’s (ISO) latest additions to its Commercial Property forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Tuesday, November 14, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such may not even be offered to an insured! This course is designed to dive deep into this essential coverage and prove to agents why it may be the most important insurance a business can have.

Wednesday, November 15, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may work a little differently than insureds (and sometimes agents!) expect. This course uses several examples to fortify an agent’s understanding of both general and unique applications of deductibles in common personal lines policies.

Monday, November 27, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credit
Instructed by Kym Martell

Members $40
Non-members $60

This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.

Tuesday, November 28, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

The technology upon which today’s business depends creates new exposures for our insureds. We will examine the most common first and third-party exposures, including the laws concerning privacy and security of personal information and the effect they can have on our insureds. We will review some of the coverages available in the Cyber insurance market and discuss things to consider when selecting a product.

Wednesday, November 29, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

Sometimes referred to as Management Liability coverages, this class will explore the importance of protecting your executives as they operate at home and around the world. Some of the policies to be analyzed include Directors & Officers Liability, Employment Practices, Fiduciary Liability, and Kidnap & Ransom protection. Since most of these policies have claims made triggers, we will explore the significant terms and condition that trigger coverage and/or prevent coverage from applying. Don’t let your executives leave home without these coverages!

Wednesday, November 29, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Samuel Bennett

Members $25
Non-members $45

The goal of this course is multifaceted. We will review reasons why our personal lines clients wish to participate in sharing activities. We will discuss concerns that exist when our clients offer their property and/or use property of others via popular web-enabled services such as VRBO, Airbnb and similar platforms. We’ll explore the most commonly-used homeowner coverage form and the endorsements introduced for these exposures. Finally, we’ll glance at the personal auto policy as well as watercraft and recreational vehicle coverage forms to better understand coverage issues that may arise when these items are shared with others.

Tuesday, December 5, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Tuesday, December 5, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Samuel Bennett

Members $40
Non-members $60

In order to reduce the thought of insurance as a commodity, the agent MUST enhance the value they bring to the agribusiness insurance buyer. This course will review the risk management process as well as available coverage forms and endorsements that allow agents to tailor the risk finance tool of insurance.

Wednesday, December 6, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Working from home has become a staple of employment in America. Whether the “WFHomer” is doing so on behalf of an employer or running his/her own business, reliance on the homeowners policy is risky. In this course we’ll look at the unendorsed ISO Homeowners Forms for coverage, exclusions, and available endorsements. Personal lines pros who understand the limits of the homeowners forms and ask the right risk analysis questions of their clients will help prevent errors and omissions claims, increase customer retention, and add value to their clients’ insurance portfolios.

Thursday, December 7, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

To save a few bucks, consumers are quick to strip off valuable coverage from their homeowners policy and/or buy coverage that doesn’t match their exposure. This course will review several claims and coverage examples agents can use to talk their insureds through the importance of adequate homeowners coverage and endorsements to make the policy as broad as possible.

Thursday, December 7, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they could create a problem at claim time and strategies to ensure they don’t.

Tuesday, December 12, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Steven Lyon

Members $40
Non-members $60

This course uses a variety of scenarios to assist agents in ethical decision making. We will review several examples of agent obligations to insureds, carriers and others. We will discuss agency standards with regards to ethics, agent authority as perceived by others, and a variety of other situations.

Wednesday, December 13, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $45

Join David Thompson, CPCU, as he takes you down “life in the fast lane” looking at some of the most important aspects of the National Flood Insurance Program. Topics will include: the new Risk Rating 2.0, 30-day wait, private flood insurance, other structures, the HFIAA surcharge, the loss of grandfathering, and the new “glide path” for rating.

Thursday, December 14, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

Certificates of Insurance and the endorsements often requested with them cause many problems for insurance agents trying to help commercial clients. We will review the things to consider before issuing a certificate and discuss ways to avoid some of the common problems and errors. We will discuss Additional Insureds, Waiver of Subrogation and some of the requests frequently made of agents.

Thursday, December 14, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Tuesday, January 10, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Tuesday, January 10, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Wednesday, January 11, 2023
10:00 a.m. - 11:00 a.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Working from home has become a staple of employment in America. Whether the “WFHomer” is doing so on behalf of an employer or running his/her own business, reliance on the homeowners policy is risky. In this course we’ll look at the unendorsed ISO Homeowners Forms for coverage, exclusions, and available endorsements. Personal lines pros who understand the limits of the homeowners forms and ask the right risk analysis questions of their clients will help prevent errors and omissions claims, increase customer retention, and add value to their clients’ insurance portfolios.

Wednesday, January 11, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Samuel Bennett

Members $25
Non-members $45

The goal of this course is multifaceted. We will review reasons why our personal lines clients wish to participate in sharing activities. We will discuss concerns that exist when our clients offer their property and/or use property of others via popular web-enabled services such as VRBO, Airbnb and similar platforms. We’ll explore the most commonly-used homeowner coverage form and the endorsements introduced for these exposures. Finally, we’ll glance at the personal auto policy as well as watercraft and recreational vehicle coverage forms to better understand coverage issues that may arise when these items are shared with others.

Thursday, January 12, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how inflation across other industries impacts personal insurance and how to explain this to insureds. We’ll discuss options in various policies that can help insureds avoid underinsurance and help agents avoid E&O claims stemming from underinsurance situations.

Tuesday, January 17, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course looks at several common home and auto policy concerns which may escalate during certain times of the insured’s life cycle. Issues created by marriage (and its dissolution), having kids, making money, college, roommates, stuff in storage, entity ownership of property, assisted living and other exposures are reviewed.

Tuesday, January 17, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Samuel Bennett

Members $40
Non-members $60

In order to reduce the thought of insurance as a commodity, the agent MUST enhance the value they bring to the agribusiness insurance buyer. This course will review the risk management process as well as available coverage forms and endorsements that allow agents to tailor the risk finance tool of insurance.

Thursday, January 19, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

Big data is watching your every move. Virtual currencies are powering transactions globally. Cars are driving themselves, stuff orbiting the earth can actually hurt you, genetically modified animals and marijuana are everywhere. This mind-blowing course discusses these and many other exposures that just recently would’ve seemed too futuristic to even exist (much less create an insurance concern) but here we are!

Thursday, January 19, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.

Tuesday, January 24, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course examines a variety of Commercial General Liability policy features and endorsements that are sometimes added. We will focus on the effect these features and endorsements have on a contractor’s insurance program. While most of the endorsements discussed are reductions in coverage, some are important enhancements.

Wednesday, January 25, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $40

While many insurance pros are familiar with the term “Ordinance or Law”, many don’t have a keen understanding of its role in a homeowners or commercial property policy. This course reviews examples of ordinances and laws regarding damaged structures, the policy exclusions for compliance exposures as well as methods to insure them.

Thursday, January 26, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course discusses two of the coverages available under commercial crime policies, with a focus on the Insurance Services Office (ISO) Commercial Crime program. We will begin with a discussion of the difference between Discovery and Loss Sustained coverage triggers. We will discuss Employee Theft coverage, the use of Employee Theft coverage to satisfy ERISA requirements and how the Employee Dishonesty coverage in the BOP differs from the Employee Theft Coverage in the Crime program. We will move on to a discussion of Computer and Funds Transfer Fraud including adding coverage for Fraudulent Impersonation/Social Engineering losses.

Wednesday, February 1, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may work a little differently than insureds (and sometimes agents!) expect. This course uses several examples to fortify an agent’s understanding of both general and unique applications of deductibles in common personal lines policies.

Thursday, February 2, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

This class takes an in depth look at insuring for the “worse case scenario” for both personal and commercial clients. A recent study indicates that 47% of your clients are at least 27% underinsured. After taking this class, I think you will agree that almost 75% of your clients are more than 50% underinsured!! This class takes a look at the problems with advice we have been giving our clients for 50 years!

Thursday, February 2, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

To save a few bucks, consumers are quick to strip off valuable coverage from their homeowners policy and/or buy coverage that doesn’t match their exposure. This course will review several claims and coverage examples agents can use to talk their insureds through the importance of adequate homeowners coverage and endorsements to make the policy as broad as possible.

Tuesday, February 7, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Carissa Bonner

Members $40
Non-members $60

Ask a hundred commercial insurance professionals to describe in a few words the most frustrating part of the job and 99 of them likely will answer “certificates” or “Additional Insured endorsements.” The seemingly constant changes to rules, requests, form filings, and other issues at best cause headaches, at worst, E&O claims! This course will review several common issues with COIs and AI endorsements and the best practices regarding their use.

Thursday, February 9, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they could create a problem at claim time and strategies to ensure they don’t.

Thursday, February 9, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Tuesday, February 21, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

The technology upon which today’s business depends creates new exposures for our insureds. We will examine the most common first and third-party exposures, including the laws concerning privacy and security of personal information and the effect they can have on our insureds. We will review some of the coverages available in the Cyber insurance market and discuss things to consider when selecting a product.

Tuesday, February 21, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.

Thursday, February 23, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such may not even be offered to an insured! This course is designed to dive deep into this essential coverage and prove to agents why it may be the most important insurance a business can have.

Tuesday, February 28, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

The Insurance Services Office’s (ISO) latest additions to its Commercial Property forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Wednesday, March 1, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Working from home has become a staple of employment in America. Whether the “WFHomer” is doing so on behalf of an employer or running his/her own business, reliance on the homeowners policy is risky. In this course we’ll look at the unendorsed ISO Homeowners Forms for coverage, exclusions, and available endorsements. Personal lines pros who understand the limits of the homeowners forms and ask the right risk analysis questions of their clients will help prevent errors and omissions claims, increase customer retention, and add value to their clients’ insurance portfolios.

Thursday, March 2, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credit
Instructed by Kym Martell

Members $40
Non-members $60

This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.

Thursday, March 2, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credit
Instructed by Samuel Bennett

Members $40
Non-members $60

This presentation will concentrate on the Insurance Services Office (ISO) Farm Property and Liability Coverage Forms and vital endorsements necessary for most clients involved in an agribusiness operation.

Tuesday, March 7, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course looks at several common home and auto policy concerns which may escalate during certain times of the insured’s life cycle. Issues created by marriage (and its dissolution), having kids, making money, college, roommates, stuff in storage, entity ownership of property, assisted living and other exposures are reviewed.

Tuesday, March 7, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Thursday, March 9, 2023
8:00 a.m. - 11:00 a.m.

3 Ethics Credits
Instructed by Steven Lyon

Members $40
Non-members $60

This course uses a variety of scenarios to assist agents in ethical decision making. We will review several examples of agent obligations to insureds, carriers and others. We will discuss agency standards with regards to ethics, agent authority as perceived by others, and a variety of other situations.

Tuesday, March 14, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

This course looks at several common commercial lines insurance policies and examples of actual claims that challenged the coverage (or lack thereof) provided. Agents who take this course will gain expertise in various coverage scenarios and be better positioned to advocate for the insured not if but when the bad thing happens.

Thursday, March 16, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course addresses many employment-related liability exposures faced by today’s employers: discrimination and harassment claims by employees and third parties, employee privacy concerns, retaliation claims, wage and hour claims and more. We will discuss the employment-related exposures and what features to look for in an Employment Practices Liability (EPL) policy.

Tuesday, March 21, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

Certificates of Insurance and the endorsements often requested with them cause many problems for insurance agents trying to help commercial clients. We will review the things to consider before issuing a certificate and discuss ways to avoid some of the common problems and errors. We will discuss Additional Insureds, Waiver of Subrogation and some of the requests frequently made of agents.

Wednesday, March 22, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $45

The direct damage event (think fire or hurricane) has come and gone. Your insured is now faced with a new dilemma: how to keep the money flowing or risk losing the business. This course reviews essential coverages to keep your insured from going bankrupt including Business Income, Extra Expense, loss of utility services, spoilage and more.

Thursday, March 23, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Robin Federici

Members $40
Non-members $60

This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance. This course incorporates discussion on recent changes with the NFIP as well as many general principles of flood insurance.

Thursday, March 23, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how inflation across other industries impacts personal insurance and how to explain this to insureds. We’ll discuss options in various policies that can help insureds avoid underinsurance and help agents avoid E&O claims stemming from underinsurance situations.

Tuesday, March 28, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Tuesday, April 11, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

The Insurance Services Office’s (ISO) latest additions to its Commercial Property forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Tuesday, April 11, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Samuel Bennett

Members $40
Non-members $60

In order to reduce the thought of insurance as a commodity, the agent MUST enhance the value they bring to the agribusiness insurance buyer. This course will review the risk management process as well as available coverage forms and endorsements that allow agents to tailor the risk finance tool of insurance.

Wednesday, April 12, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course discusses two of the coverages available under commercial crime policies, with a focus on the Insurance Services Office (ISO) Commercial Crime program. We will begin with a discussion of the difference between Discovery and Loss Sustained coverage triggers. We will discuss Employee Theft coverage, the use of Employee Theft coverage to satisfy ERISA requirements and how the Employee Dishonesty coverage in the BOP differs from the Employee Theft Coverage in the Crime program. We will move on to a discussion of Computer and Funds Transfer Fraud including adding coverage for Fraudulent Impersonation/Social Engineering losses.

Wednesday, April 12, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Catherine Trischan

Members $25
Non-members $45

This course will familiarize the participants with some of the issues faced by insurance professionals when they issue Certificates of Insurance for their customers.

Thursday, April 13, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Scott Treen

Members $40
Non-members $60

This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they could create a problem at claim time and strategies to ensure they don’t.

Tuesday, April 18, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Carissa Bonner

Members $40
Non-members $60

Ask a hundred commercial insurance professionals to describe in a few words the most frustrating part of the job and 99 of them likely will answer “certificates” or “Additional Insured endorsements.” The seemingly constant changes to rules, requests, form filings, and other issues at best cause headaches, at worst, E&O claims! This course will review several common issues with COIs and AI endorsements and the best practices regarding their use.

Wednesday, April 19, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may work a little differently than insureds (and sometimes agents!) expect. This course uses several examples to fortify an agent’s understanding of both general and unique applications of deductibles in common personal lines policies.

Thursday, April 20, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

To save a few bucks, consumers are quick to strip off valuable coverage from their homeowners policy and/or buy coverage that doesn’t match their exposure. This course will review several claims and coverage examples agents can use to talk their insureds through the importance of adequate homeowners coverage and endorsements to make the policy as broad as possible.

Tuesday, April 25, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course examines a variety of Commercial General Liability policy features and endorsements that are sometimes added. We will focus on the effect these features and endorsements have on a contractor’s insurance program. While most of the endorsements discussed are reductions in coverage, some are important enhancements.

Tuesday, April 25, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Terry Tadlock

Members $40
Non-members $60

Join agency principal and long-time insurance educator Terry Tadlock as he reviews the reasons why an agency’s leadership, culture and perception of ethical conduct often cause agency staff to make bad decisions with potentially devastating consequences for insureds.

Wednesday, April 26, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by David Thompson

Members $25
Non-members $45

Join David Thompson, CPCU, as he takes you down “life in the fast lane” looking at some of the most important aspects of the National Flood Insurance Program. Topics will include: the new Risk Rating 2.0, 30-day wait, private flood insurance, other structures, the HFIAA surcharge, the loss of grandfathering, and the new “glide path” for rating.

Thursday, April 27, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

Big data is watching your every move. Virtual currencies are powering transactions globally. Cars are driving themselves, stuff orbiting the earth can actually hurt you, genetically modified animals and marijuana are everywhere. This mind-blowing course discusses these and many other exposures that just recently would’ve seemed too futuristic to even exist (much less create an insurance concern) but here we are!

Thursday, April 27, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Retirement is coming (and for many has already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

Tuesday, May 9, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Steven Lyon

Members $40
Non-members $60

Sometimes referred to as Management Liability coverages, this class will explore the importance of protecting your executives as they operate at home and around the world. Some of the policies to be analyzed include Directors & Officers Liability, Employment Practices, Fiduciary Liability, and Kidnap & Ransom protection. Since most of these policies have claims made triggers, we will explore the significant terms and condition that trigger coverage and/or prevent coverage from applying. Don’t let your executives leave home without these coverages!

Tuesday, May 9, 2023
12:00 p.m. - 3:00 p.m.

3 Ethics Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties. Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions.

Wednesday, May 10, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Catherine Trischan

Members $40
Non-members $60

The technology upon which today’s business depends creates new exposures for our insureds. We will examine the most common first and third-party exposures, including the laws concerning privacy and security of personal information and the effect they can have on our insureds. We will review some of the coverages available in the Cyber insurance market and discuss things to consider when selecting a product.

Wednesday, May 10, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Catherine Trischan

Members $25
Non-members $45

This course begins with a discussion of various types of valuation in commercial property insurance including replacement cost and actual cash value. We will discuss coinsurance, changes in values over the course of the policy term, state over-insurance laws as well as valued policy laws and functional valuation.

Thursday, May 11, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by David Thompson

Members $40
Non-members $60

After many years in the making, the Insurance Services Office’s (ISO) latest edition of its Homeowners forms contain numerous features not seen in prior editions. Insurance pros who take this course will dive deep into the forms and gain expertise on many features including some that benefit the insured and some that don’t.

Thursday, May 11, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credit
Instructed by Kym Martell

Members $40
Non-members $60

This course is designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues.

Wednesday, May 17, 2023
1:00 p.m. - 2:00 p.m.

1 CE Credit
Instructed by Nicole Broch

Members $25
Non-members $45

Working from home has become a staple of employment in America. Whether the “WFHomer” is doing so on behalf of an employer or running his/her own business, reliance on the homeowners policy is risky. In this course we’ll look at the unendorsed ISO Homeowners Forms for coverage, exclusions, and available endorsements. Personal lines pros who understand the limits of the homeowners forms and ask the right risk analysis questions of their clients will help prevent errors and omissions claims, increase customer retention, and add value to their clients’ insurance portfolios.

Thursday, May 18, 2023
8:00 a.m. - 11:00 a.m.

3 CE Credits
Instructed by Nicole Broch

Members $40
Non-members $60

Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how inflation across other industries impacts personal insurance and how to explain this to insureds. We’ll discuss options in various policies that can help insureds avoid underinsurance and help agents avoid E&O claims stemming from underinsurance situations.

Thursday, May 18, 2023
12:00 p.m. - 3:00 p.m.

3 CE Credits
Instructed by Chris Amrhein

Members $40
Non-members $60

Medicare is coming (or for many, it’s already arrived!) Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!