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DateSessionStart TimeEnd TimeInstructorDescriptionSponsorCEU
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10/28/2021Thursday Schedule00:00 AM00:00 AM    
10/28/2021Registration - Open all Day!07:30 AM04:00 PM Registration for the Big Event is Open All Day!  
10/28/2021Coffee Break08:00 AM10:00 AM Join us for a Coffee Break!Utica National Insurance Group 
10/28/2021AILP Core: Personal Residential Issues II09:00 AM05:00 PMIrene Morrill

Agency Producers, Department Managers, Account Managers, CSRs, Underwriters, Adjusters, etc - this class is for you!  You can use this class as a part of the Accredited Insurance Lines Professional (AILP) program or you can use it just to gain valuable knowledge!  This course is for any agency employee who wants to enhance their career performance and advancement.

CLASS TOPICS: 
Loss settlement problems such as R/C vs. Ordinance or law; Effect of Specified Coverage A vs. Additional limits of liability endorsements; Special Loss settlement endorsement
Waiver of Subrogation or not
Section II Exposures: Personal injury and social media, Toys, recreational vehicles owned or rented, Host liquor problems and the personal party, Vacations and watercraft, Aircraft issues – drones and traveling, How much loss assessment is enough

MAPFRE7
10/28/2021Commercial Lines - Issues, Questions, & Challenges!09:00 AM05:00 PMRobin FedericiThis course is a hard hitting look at some of the more complex issues and coverage challenges that face commercial lines professionals.  The course encourages participants to bring questions to pose for further discussion and possible resolution based on today’s marketplace realities:
• ISO Business Income Worksheet
• Additional Insured Endorsements – including the 2013 editions
• Waiver of Subrogation
• Certificates of Insurance
• ISO’s Auto Dealer Coverage Form vs. ISO’s Garage Policy
• Commercial Auto & the E&O Exposure arising out of the “rental car” issue
Vermont Mutual Insurance Group7
10/28/2021Marshall's Tour of Personal Lines09:00 AM05:00 PMMarshall KatzThe day will encompass all the pesky little topics of dealing with customers and having them give us a 10 rating by being set up, organized for business and a game plan in place! We will talk about ISO & AIB forms and the challenges, issues and thought provoking questions and possible solution discoveries to use. Come bring your issues (insurance that is??) to class for us to talk about. This is your day to participate, lead or follow...your choice.
Who Should Take This Course: Personal lines CSR's, managers, supervisors, agency owners and all those that purchase a personal lines product would benefit from the discussions we will have.
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10/28/2021MLIS-EPL Understanding the Exposures and Insurance Coverage09:00 AM05:00 PMBruce ThomasThis course is part of the core curriculum for the following designations:
Management Liability Insurance Specialist — MLIS®
Accredited Insurance Lines Professional – AILP or AILP/CL
Each designation course is independent of the others and you may complete them in any order you choose.
This course is designed to give a moderately experienced insurance person a detailed look at:
Liability exposures that give rise to employment-related claims, and
Insurance policies that have been developed to cover these exposures.
The first part of the course begins by describing the most important common law (i.e., law based on judicial decisions) exposures to employment litigation, and continues by discussing the leading statutory exposures to such claims.
Next, the underwriting of Employment Practices Liability (EPL) insurance is analyzed, followed by a description of methods to control employment claims. The first part of the course concludes by examining the various sources of EPL insurance coverage.
The second part of the course takes a detailed look at the specific coverage terms within EPLI policy forms, including covered persons/organizations and covered acts provisions. Next, it discusses third-party liability coverage, along with “damages” and “claim” definitions. Claims management, defense cost, and “special conditions” are also described.
The course concludes with an analysis of exclusions and coverage triggers contained within the policies.
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10/28/2021Luncheon11:30 AM01:30 PM Please Join us for Lunch!Utica National Insurance Group 
10/28/2021BE Diverse-Building a More Inclusive Environment12:30 PM01:30 PMStephanie PiimaunaCome and learn how YOU can Build a More Inclusive Environment!  Learn about the top 5 Reasons Why D&I Is Important and what the 10 trends are right now that are driving D&I work in 2021/2022.Arbella Insurance Group 
10/28/2021BE Diverse-The Missing 33%: Leveling the Playing Field01:45 PM02:45 PMKelly Lockwood Primus

Diverse talent is underrepresented in organizations in virtually every industry, a situation that will not change until we level the playing field for all. Equity is all about creating equal opportunity, equal access and fundamentally, fairness for everyone. To support diverse talent, you must remove the barriers and empower them with the tools and skills to help them succeed within your organization. In this session, we will share with you the essential skills & capabilities (The Missing 33%) identified by Leading NOW’s Center for Diversity & Inclusion, that will set your employees up for success as future leaders. 

Arbella Insurance Group 
10/28/2021BE Diverse-Understanding What DEI Really is!01:45 PM02:45 PMChris HaighAll too often organizations dive into DEI work and fail.  One of the reasons for this is because there are so many (mis)understandings of what the words diversity, equity, and inclusion actually mean.  Without a shared understanding, your goals cannot be reached.  Come join this interactive session as we wrestle with the meanings and understand what they mean in a work place setting.  Be prepared to dialogue with fellow participants, as we make meaning together.Arbella Insurance Group 
10/28/2021BE Diverse-Looking Through Your Own Cultural Lens03:00 PM04:00 PMChris Haigh

 Now that we have a sense for what this DEI work means and why it is important, let’s get started!  First, we need to understand that how we have the conversation is just as important as the end goals.  The skills we show up with will enable us to move towards equity and inclusion, or not.  Understanding our own cultural lens in one of these skills, as well as vulnerability and the ability to dialogue.  In this session we will explore our skills a bit as we try to sharpen them in order to create space for all.  We will be engaging in dialogue, so come ready to chat with each other! 

Arbella Insurance Group 
10/28/2021BE Diverse-Mindsets that Drive Change03:00 PM04:00 PMKelly Lockwood PrimusIn this session, we will address three main areas where organizations struggle the most when trying to build a more inclusive culture - corporate systems, managers' actions, and diverse talent's readiness.  We'll cover everything from best practices on recruitment, engagement, advancement, and management accountability, to how managers' mindsets prevent inclusion, how to write company policies, how to engage your people, how to hire more diverse candidates to fill the pipeline, and more!  Attendees will leave this session with 5 tips that will help put them on the right path to recruiting and building a more inclusive culture.Arbella Insurance Group 
10/28/2021BE Diverse-Closing General Sessions04:15 PM05:15 PMStephanie PiimaunaLet's take all that was learned today and move forward in creating an environment that attracts everyone!Arbella Insurance Group 
10/28/2021Cocktail Reception by the Young Agents Committee04:45 PM06:15 PM Everyone is welcome to join our Young Agents for a Cocktail Reception!!! Plymouth Rock Assurance 
10/29/2021Friday Schedule00:00 AM00:00 AM    
10/29/2021Big Event Registration - Open all Day!07:00 AM04:30 PM Registration for the Big Event is Open All Day!  
10/29/2021Breakfast Buffet!07:30 AM09:00 AM Join Us for Breakfast!  
10/29/2021E & O 202108:30 AM11:30 AMJill Haynes GidgeThis seminar looks at E&O risk management from the agency perspective. It addresses the fundamentals of reducing the E&O exposures of today’s ever- changing agency operations. 

CLASS TOPICS:
Increased awareness by agency staff of the importance of E&O risk management and accountability
Improving overall agency operations while increasing revenue opportunities
Reducing exposure to the cost and hassle of E&O claims

**This class could lower your E&O premiums with a 10%  premium credit on your E&O policy, Check with your carrier to see if this class applies to your policy!
Utica National Insurance Group3
10/29/2021Property & Casualty Licensing Day 1 of 208:30 AM04:30 PMMarshall Katz

Come to our 2 Day licensing preparatory class and get ready to earn your Property & Casualty Producer License!

  • Sign up for the class and receive the study material prior to the class for self review. (We highly recommend that you study before the review class so you get the most out of it!)
  • Attend the review class.
  • Take the state examination. (TIP! Sign up for an exam date that is close to the course date so the material is fresh in your mind!)
  • When you pass the state examination, contact the Division of Insurance to apply for your Producer’s License.

To enhance your chances, we also recommend our P&C Web-Based Practice Exams.

Acadia Insurance Group 

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