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Education Calendar

THU
April
24
12:00 PM - 3:00 PM

Instructor: CHRIS AMRHEIN This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the ...

TUE
May
6
8:00 AM - 11:00 AM

Instructor: Catherine L. Trischan Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when ...

TUE
May
6
12:00 PM - 3:00 PM

Instructor: Cathy Trischan Designed to teach insurance professionals about the various ethical responsibilities they have to insurance companies, to prospects and clients, and to others. To review E&O exposures often associated with questionable ...

THU
May
8
12:00 PM - 3:00 PM

Instructor: Steven D. Lyon You know the drill: insured signs contract, insured doesn’t understand contract, contract obligates insured to pay for something, insured gets angry, insured blames insurer/agent.So goes the never-ending cycle of confusing ...

TUE
May
13
12:00 AM - 3:00 PM

Instructor: Kym Martell They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This ...

TUE
May
13
8:00 AM - 11:00 AM

Instructor: Robin Federici Society as we know it depends on the trucking industry getting from A to B unscathed. Sometimes, accidents happen. The Motor Carrier Coverage Form (MCCF) is at the core of many Motor Carrier/Trucking accounts. This course ...

THU
May
15
12:00 PM - 2:00 PM

Instructor:Daviid Thompson Vehicles, houses, garage space, swimming pools, scooters and many other exposures stemming from the shared economy require special attention from an insurance standpoint. Insurance pros who take this course will better ...

TUE
May
20
10:00 AM - 11:00 AM

Instructor: Samuel T. Bennett The Insurance Services Office (ISO) Personal Auto Policy (PAP) is the most frequently written coverage form in our industry. Regardless, this form has many ‘mysteries’ – for both the insurance professional and the ...

WED
May
21
12:00 PM - 3:00 PM

Instructor: Terry Tadlock Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of ...

THU
May
22
8:00 AM - 11:00 AM

Instructor: Nicole Broch Designed to teach insurance professionals several examples of homeowners insurance coverage concerns and endorsements for both traditional and unusual homeowners exposures. Approved for 3 P/C Hrs

THU
May
22
1:00 PM - 2:00 PM

Instructor: Nicole E. Broch Designed to teach insurance professionals about several coverage differences found in standard and non-standard personal lines forms. Approved for 1 P/C Hr

TUE
June
10
8:00 AM - 11:00 AM

Instructor: Scott Treen Designed to teach insurance professionals about several common coverage gaps in home and auto policies and how to address them. Approved for 3 P/C Hrs

TUE
June
10
12:00 PM - 3:00 PM

Instructor: Kym Martell Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk ...

THU
June
12
8:00 AM - 10:00 AM

Instructor:Nicole Broch Designed to teach insurance professionals about many issues contributing to personal lines market challenges. Approved for 2 GEN Hrs

THU
June
12
12:00 PM - 2:00 PM

Instructor: Cathy Trischan Designed to teach insurance professionals about endorsements that can restrict coverage under a Commercial General Liability Policy. Approved for 2 P/C Hrs

TUE
June
17
8:00 AM - 11:00 AM

Instructor: Catherine L. Trischan Many businesses do not carry Employment Practices Liability Insurance (EPLI) and some that do have confusing policies with limited coverage. This course begins with a discussion of why ALL businesses big and small must ...

TUE
June
17
1:00 PM - 2:00 PM

Instructor: Catherine L. Trischan Designed to teach insurance professionals the basics of claims made coverage and some of the characteristics of coverage written on these forms. Approved for 1 P/C Hr

THU
June
19
12:00 PM - 3:00 PM

Instructor: Terry Tadlock Designed to teach insurance professionals several exposures in commercial property insurance policies as illustrated by claims examples. Approved for 3 P/C Hrs

TUE
June
24
12:00 PM - 3:00 PM

Instructor: CHRIS AMRHEIN This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the ...

WED
June
25
1:00 PM - 2:00 PM

Instructor: David A. Thompson Designed to teach insurance professionals about many exposures unique to renting vehicles. Approved for 1 P/C Hr

THU
June
26
8:00 AM - 10:00 AM

Instructor:David Thompson Designed to teach insurance professionals about many endorsements designed for Business Auto policies and Commercial Property policies.Approved for 2 P/C Hrs

THU
June
26
12:00 PM - 3:00 PM

Instructor: Steve Lyon Designed to teach insurance professionals about the importance of ethical decision-making, awareness of E&O exposures, and best practices of successful agencies. Approved for 3 ETH Hrs Approved for Utica credit

TUE
July
8
8:00 AM - 11:00 AM

Instructor: Cathy Trischan Designed to teach insurance professionals about how to insure the most common cyber exposures. Approved for 3 GEN Hrs

TUE
July
8
12:00 PM - 3:00 PM

Instructor: Cathy Trischan Designed to teach insurance professionals about the various ethical responsibilities they have to insurance companies, to prospects and clients, and to others. To review E&O exposures often associated with questionable ...

WED
July
9
12:00 PM - 3:00 PM

Instructor: Steven D. Lyon You know the drill: insured signs contract, insured doesn’t understand contract, contract obligates insured to pay for something, insured gets angry, insured blames insurer/agent.So goes the never-ending cycle of confusing ...

THU
July
10
8:00 AM - 11:00 AM

Instructor: Nicole Broch Designed to teach insurance professionals several examples of homeowners insurance coverage concerns and endorsements for both traditional and unusual homeowners exposures. Approved for 3 P/C Hrs

THU
July
10
1:00 PM - 2:00 PM

Instructor: Nicole E. Broch Designed to teach insurance professionals the application of deductibles in homeowners insurance. Approved for 1 P/C Hr

TUE
July
15
8:00 AM - 11:00 AM

Instructor: Catherine L. Trischan Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when ...

TUE
July
15
12:00 PM - 3:00 PM

Instructor: Terry Tadlock Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of ...

THU
July
17
10:00 AM - 11:00 AM

Instructor: Patrick Wraight Reinsurance costs always figure into the cost of providing insurance to the consumer but most of the time that’s in the background. Recently, reinsurance has figured prominently in the insurance marketplace because of a ...

TUE
July
22
12:00 PM - 3:00 PM

Instructor: Kym Martell They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This ...

TUE
July
29
8:00 AM - 10:00 AM

Instructor:Daviid Thompson Vehicles, houses, garage space, swimming pools, scooters and many other exposures stemming from the shared economy require special attention from an insurance standpoint. Insurance pros who take this course will better ...

TUE
July
29
12:00 PM - 3:00 PM

Instructor: Steve Lyon Designed to teach insurance professionals about several emerging exposures presented by advancements in technology, evolving regulations and other factors. Approved for 3 P/C Hrs

WED
July
30
1:00 PM - 2:00 PM

Instructor: David A. Thompson Designed to teach insurance professionals about many common E&O exposures. Approved for 1 P/C Hr

THU
July
31
8:00 AM - 11:00 AM

Instructor: Patrick Wraight This course highlights a few emerging risks such as cyber, cannabis, and artificial intelligence as well as coverage concerns posed by them. Additionally, the course will detail industry-wide effects of regional cost factors ...

TUE
August
5
12:00 PM - 3:00 PM

Instructor: Steve Lyon Designed to teach insurance professionals about the importance of ethical decision-making, awareness of E&O exposures, and best practices of successful agencies. Approved for 3 ETH Hrs Approved for Utica credit

WED
August
6
1:00 PM - 2:00 PM

Instructor: David A. Thompson Designed to teach insurance professionals about many issues attributed to Ordinance or Law exposures and the coverage designed to address them. Approved for 1 P/C Hr

THU
August
7
8:00 AM - 11:00 AM

Instructor: David A. Thompson Join flood guru David Thompson for a discussion on many factors regarding flood insurance and the National Flood Insurance Program. This course follows the general curriculum for flood insurance training as set forth by ...

TUE
August
12
12:00 PM - 3:00 PM

Instructor: Terry Tadlock Designed to teach insurance professionals several exposures in commercial property insurance policies as illustrated by claims examples. Approved for 3 P/C Hrs

TUE
August
19
8:00 AM - 10:00 AM

Instructor: Cathy Trischan Designed to teach insurance professionals about endorsements that can restrict coverage under a Commercial General Liability Policy. Approved for 2 P/C Hrs

TUE
August
19
1:00 PM - 2:00 PM

Instructor: Cathy Trischan This course is designed provide participants with the knowledge needed to properly advise commercial insureds about the amount of a loss for which they may be responsible. Provides one P/C hour CE credit

THU
August
21
8:00 AM - 11:00 AM

Instructor: Catherine L. Trischan Many businesses do not carry Employment Practices Liability Insurance (EPLI) and some that do have confusing policies with limited coverage. This course begins with a discussion of why ALL businesses big and small must ...

THU
August
21
12:00 PM - 3:00 PM

Instructor: Kym Martell Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk ...

TUE
August
26
8:00 AM - 10:00 AM

Instructor:Nicole Broch Someone moves in. Someone moves out. Stuff moves in. Stuff moves out. As your insureds’ situations change so do their insurance needs. Insurance pros who attend this course will gain expertise in how to handle several coverage ...

TUE
August
26
12:00 PM - 3:00 PM

Instructor: CHRIS AMRHEIN This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the ...

WED
August
27
12:00 PM - 3:00 PM

Instructor: Robin Federici Annual transportation policies, Trip Transit policies, Motor Truck Cargo policies and Owners Form Motor Truck Cargo policies – all non-standard policy forms BUT most businesses have a transportation exposure! This course will ...

THU
August
28
8:00 AM - 10:00 AM

Instructor:Nicole Broch Designed to teach insurance professionals about many issues contributing to personal lines market challenges. Approved for 2 GEN Hrs

THU
August
28
8:30 AM - 4:15 PM

Instructor: Scott Treen Upon completion of this class, managers and supervisors will have the tools to take steps to initiate their own internal E&O loss control program in their agency and/or department. Non-management employees will feel empowered to ...

THU
August
28
1:00 PM - 2:00 PM

Instructor: Nicole E. Broch Designed to teach insurance professionals about several coverage differences found in standard and non-standard personal lines forms. Approved for 1 P/C Hr

WED
September
3
8:30 AM - 4:15 PM

Instructor: Scott Treen, CIC, CPIA During this workshop, participants focus on internal and external factors affecting the creation of effective business development goals. Factors discussed include: 1. Current state of the insurance marketplace; 2. ...

TUE
September
9
10:00 AM - 11:00 AM

Instructor: Patrick Wraight Reinsurance costs always figure into the cost of providing insurance to the consumer but most of the time that’s in the background. Recently, reinsurance has figured prominently in the insurance marketplace because of a ...

WED
September
10
8:00 AM - 11:00 AM

Instructor: Nicole Broch Designed to teach insurance professionals several examples of homeowners insurance coverage concerns and endorsements for both traditional and unusual homeowners exposures. Approved for 3 P/C Hrs

WED
September
10
1:00 PM - 2:00 PM

Instructor: Nicole Broch Designed to teach insurance professionals the application of deductibles in homeowners insurance. Approved for 1 P/C Hr

THU
September
11
1:00 PM - 2:00 PM

Instructor: Catherine L. Trischan Designed to teach insurance professionals the basics of claims made coverage and some of the characteristics of coverage written on these forms. Approved for 1 P/C Hr

TUE
September
16
12:00 PM - 3:00 PM

Instructor: Terry Tadlock Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of ...

WED
September
17
1:00 PM - 2:00 PM

Instructor: David A. Thompson Join flood guru David Thompson for an hour of discussion on several issues and updates regarding flood insurance and the National Flood Insurance Program. Approved for 1 P/C Hr

THU
September
18
8:00 AM - 10:00 AM

Instructor:David Thompson Designed to teach insurance professionals about many endorsements designed for Business Auto policies and Commercial Property policies.Approved for 2 P/C Hrs

THU
September
18
12:00 PM - 3:00 PM

Instructor: Cathy Trischan Designed to teach insurance professionals about the various ethical responsibilities they have to insurance companies, to prospects and clients, and to others. To review E&O exposures often associated with questionable ...

THU
September
25
12:00 PM - 3:00 PM

Instructor: Cathy Trischan Designed to teach insurance professionals about how to insure the most common cyber exposures. Approved for 3 GEN Hrs

TUE
September
30
8:00 AM - 11:00 AM

Instructor: Kym Martell They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This ...

THU
October
9
8:30 AM - 4:15 PM

Instructor: Scott Treen, CIC, CPIA During this workshop, participants learn: 1. Specific tools for analyzing consumer need 2. How to utilize risk identification techniques to gather pertinent prospect information; 3. Skills necessary to ...

THU
October
9
12:00 PM - 3:00 PM

Instructor: Steve Lyon Designed to teach insurance professionals about the importance of ethical decision-making, awareness of E&O exposures, and best practices of successful agencies. Approved for 3 ETH Hrs Approved for Utica credit

TUE
October
14
8:00 AM - 11:00 AM

Instructor: Catherine L. Trischan Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when ...

TUE
October
14
12:00 PM - 3:00 PM

Instructor: Terry Tadlock Designed to teach insurance professionals several exposures in commercial property insurance policies as illustrated by claims examples. Approved for 3 P/C Hrs

THU
October
16
8:00 AM - 10:00 AM

Instructor:Nicole Broch Designed to teach insurance professionals about many issues contributing to personal lines market challenges. Approved for 2 GEN Hrs

THU
October
16
1:00 PM - 2:00 PM

Instructor: Nicole E. Broch Designed to teach insurance professionals about several coverage differences found in standard and non-standard personal lines forms. Approved for 1 P/C Hr

TUE
October
21
8:00 AM - 10:00 AM

Instructor: Cathy Trischan Designed to teach insurance professionals about endorsements that can restrict coverage under a Commercial General Liability Policy. Approved for 2 P/C Hrs

TUE
October
21
1:00 PM - 2:00 PM

Instructor: Cathy Trischan This course is designed provide participants with the knowledge needed to properly advise commercial insureds about the amount of a loss for which they may be responsible. Provides one P/C hour CE credit

THU
October
23
8:00 AM - 10:00 AM

Instructor:David Thompson Vehicles, houses, garage space, swimming pools, scooters and many other exposures stemming from the shared economy require special attention from an insurance standpoint. Insurance pros who take this course will better ...

THU
October
23
12:00 PM - 3:00 PM

Instructor: Steve Lyon Designed to teach insurance professionals about several emerging exposures presented by advancements in technology, evolving regulations and other factors. Approved for 3 P/C Hrs

TUE
October
28
8:00 AM - 11:00 AM

Instructor: Kym Martell Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk ...

WED
October
29
8:00 AM - 11:00 AM

Instructor: Robin Federici Society as we know it depends on the trucking industry getting from A to B unscathed. Sometimes, accidents happen. The Motor Carrier Coverage Form (MCCF) is at the core of many Motor Carrier/Trucking accounts. This course ...

WED
October
29
12:00 PM - 3:00 PM

Instructor: CHRIS AMRHEIN This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the ...

THU
October
30
8:00 AM - 11:00 AM

Instructor: Scott Treen Designed to teach insurance professionals about several common coverage gaps in home and auto policies and how to address them. Approved for 3 P/C Hrs

TUE
November
4
8:30 AM - 4:15 PM

Instructor: Scott Treen, CIC, CPIA This workshop focuses on fulfilling the implied promises contained in the insuring agreement. Participants will: 1. Review methods of providing evidence of insurance coverage; 2. Discuss policies and procedures for ...

THU
November
6
8:00 AM - 11:00 AM

Instructor: David A. Thompson Join flood guru David Thompson for a discussion on many factors regarding flood insurance and the National Flood Insurance Program. This course follows the general curriculum for flood insurance training as set forth by ...

THU
November
6
12:00 PM - 3:00 PM

Instructor: Kym Martell They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This ...

THU
November
13
8:00 AM - 11:00 AM

Instructor: Nicole Broch Designed to teach insurance professionals several examples of homeowners insurance coverage concerns and endorsements for both traditional and unusual homeowners exposures. Approved for 3 P/C Hrs

THU
November
13
1:00 PM - 2:00 PM

Instructor: Nicole Broch Designed to teach insurance professionals the application of deductibles in homeowners insurance. Approved for 1 P/C Hr

TUE
November
18
8:00 AM - 11:00 AM

Instructor: Patrick Wraight This course reviews many factors of a building’s construction and occupancy and how underwriters use data to determine and classify a property risk. After taking this course, insurance pros will have a better understanding ...

TUE
November
18
12:00 PM - 3:00 PM

Instructor: Terry Tadlock Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of ...

THU
November
20
8:00 AM - 11:00 AM

Instructor: Catherine L. Trischan Many businesses do not carry Employment Practices Liability Insurance (EPLI) and some that do have confusing policies with limited coverage. This course begins with a discussion of why ALL businesses big and small must ...

THU
November
20
12:00 PM - 3:00 PM

Instructor: Cathy Trischan Designed to teach insurance professionals about the various ethical responsibilities they have to insurance companies, to prospects and clients, and to others. To review E&O exposures often associated with questionable ...

TUE
December
2
8:00 AM - 11:00 AM

Instructor: Catherine L. Trischan Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when ...

TUE
December
2
1:00 PM - 2:00 PM

Instructor: Catherine L. Trischan Designed to teach insurance professionals the basics of claims made coverage and some of the characteristics of coverage written on these forms. Approved for 1 P/C Hr

THU
December
4
8:00 AM - 10:00 AM

Instructor:Nicole Broch Designed to teach insurance professionals about many issues contributing to personal lines market challenges. Approved for 2 GEN Hrs

THU
December
4
1:00 PM - 2:00 PM

Instructor: Nicole E. Broch Designed to teach insurance professionals about several coverage differences found in standard and non-standard personal lines forms. Approved for 1 P/C Hr

TUE
December
9
8:00 AM - 11:00 AM

Instructor: Kym Martell Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk ...

WED
December
10
12:00 PM - 3:00 PM

Instructor: Steve Lyon Designed to teach insurance professionals about the importance of ethical decision-making, awareness of E&O exposures, and best practices of successful agencies. Approved for 3 ETH Hrs Approved for Utica credit

THU
December
11
12:00 PM - 3:00 PM

Instructor: CHRIS AMRHEIN This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the ...

TUE
December
16
8:00 AM - 11:00 AM

Instructor: Cathy Trischan Designed to teach insurance professionals about how to insure the most common cyber exposures. Approved for 3 GEN Hrs

TUE
December
16
12:00 PM - 3:00 PM

Instructor: Terry Tadlock Designed to teach insurance professionals several exposures in commercial property insurance policies as illustrated by claims examples. Approved for 3 P/C Hrs

WED
December
17
1:00 PM - 2:00 PM

Instructor: David A. Thompson Designed to teach insurance professionals about many exposures unique to renting vehicles. Approved for 1 P/C Hr

THU
December
18
8:00 AM - 10:00 AM

Instructor:Nicole Broch Someone moves in. Someone moves out. Stuff moves in. Stuff moves out. As your insureds’ situations change so do their insurance needs. Insurance pros who attend this course will gain expertise in how to handle several coverage ...

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