james k. ruble seminar - miia.org · pdf filemaureen gallagher, cic, crm, lic, rplu, cwcp,...

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James K. Ruble Seminar

Ruble Graduate SeminarPlymouth, MN ● February 7-8, 2018

Wednesday, February 7, 2018

7:30 AM - 8:00 AM Registration with Coffee and Rolls

8:00 AM - 12:00 PM SECTION 1 Business Auto Policy Endorsements Why and Why Not

Ms. Bettye D. Buffington, CIC, CRM, CPCU, ARM, CPIA, AAI

12:00 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM Concurrent Sessions:

SECTION 2 Ethics for Insurance and Risk Management Professionals


SECTION 3 Insurance Valuation Problems

Mr. R. Bryan Tilden, CIC, CPCU, CLU, ChFC, ARM, ALCM, SCLA

Thursday, February 8, 2018

7:30 AM - 8:00 AM Coffee & Rolls

8:00 AM - 12:00 PM Concurrent Sessions:

SECTION 4 Common Procedural Mistakes That Land Agents in Court

Mr. Ted A. Kinney, CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS

SECTION 5 Decision Risks and Coverages for Executive Risks

Mr. Timothy L. McClendon, CIC, CWCA


1:15 PM - 5:15 PM SECTION 6 Cyber Risk - Exposures and Products


Faculty

Bettye D. Buffington, CIC, CRM, CPCU, ARM, CPIA, AAI

Central Insurance Services, Inc., Beltsville, MD

Ted A. Kinney, CIC, CPCU, ARM, CPIA, AAI, AU, AINS,

CRIS

Kinney Training and Consulting, LLC, Columbus, OH

Timothy L. McClendon, CIC, CWCA

Hertel McClendon, LLP, Fort Worth, TX

R. Bryan Tilden, CIC, CPCU, CLU, ChFC, ARM, ALCM,

SCLA

Tilden & Associates, Pittsboro, NC

Ed Consultant

Gloria J. Thompson, CIC

American Agency, Inc., Minneapolis, MN

Program Location

Crowne Plaza Minneapolis West

3131 Campus Drive

Plymouth, MN 55441

(763) 559-6600

Address & Phone:

www.TheNationalAlliance.com 07/28/2017

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Ruble Graduate SeminarPlymouth, MN ● February 7-8, 2018

Wednesday, February 7, 2018


8:00 AM - 12:00 PM SECTION 1 Cyber Risk - Exposures and Products




SECTION 2 Common Procedural Mistakes That Land Agents in Court

Mr. Ted A. Kinney, CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS

SECTION 3 Decision Risks and Coverages for Executive Risks


Thursday, February 8, 2018



SECTION 4 Ethics for Insurance and Risk Management Professionals


SECTION 5 Insurance Valuation Problems

Mr. R. Bryan Tilden, CIC, CPCU, CLU, ChFC, ARM, ALCM, SCLA


1:15 PM - 5:15 PM SECTION 6 Business Auto Policy Endorsements Why and Why Not


Faculty

Bettye D. Buffington, CIC, CRM, CPCU, ARM, CPIA, AAI

Central Insurance Services, Inc., Beltsville, MD

Ted A. Kinney, CIC, CPCU, ARM, CPIA, AAI, AU, AINS,

CRIS

Kinney Training and Consulting, LLC, Columbus, OH



R. Bryan Tilden, CIC, CPCU, CLU, ChFC, ARM, ALCM,

SCLA

Tilden & Associates, Pittsboro, NC

Ed Consultant

Bernard J. Neff, CIC, CPCU

Insurance Teaching Enterprises, Cottage Grove, MN

Program Location

Crowne Plaza Minneapolis West

3131 Campus Drive

Plymouth, MN 55441

(763) 559-6600

Address & Phone:


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Agency Management InstituteMaple Grove, MN ● March 7-9, 2018

The Society of Certified Insurance Counselors

Wednesday, March 7, 2018


8:00 AM - 10:15 AM SECTION 1 Agency Organizations

Ms. Mary A. LaPorte, CIC, CPCU

10:15 AM - 12:15 PM SECTION 2 Understanding and Managing Financial Strength



1:15 PM - 5:15 PM SECTION 3 Agency Planning


5:15 PM - 5:30 PM Exam Briefing

Thursday, March 8, 2018


8:00 AM - 12:00 PM SECTION 4 Human Resources

Mr. Mark E. Stolly, CIC, CRM, CPCU


1:00 PM - 5:00 PM SECTION 5 Agency Productivity and Effectiveness

Mr. Mark E. Stolly, CIC, CRM, CPCU

Friday, March 9, 2018


8:00 AM - 12:00 PM SECTION 6 Legal and Ethical Responsibilities

Mr. Robert E. Shomo, MBA, CIC

12:00 PM - 2:00 PM Lunch and Study Time - on your own

2:00 PM - 4:00 PM Examination

Faculty

Mary A. LaPorte, CIC, CPCU

LaPorte Consulting, LLC, Delton, MI

Robert E. Shomo, MBA, CIC

Shomo-Madsen Insurance, Marshalltown, IA

Mark E. Stolly, CIC, CRM, CPCU

Stolly Insurance Group, Lima, OH

Ed Consultant



Program Location

MIIAB/Austin Mutual Training Center

15490 101st Avenue North

Maple Grove, MN 55369

(763) 235-6460

Address & Phone:


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Personal Lines InstituteMaple Grove, MN ● April 4-6, 2018


Wednesday, April 4, 2018


8:00 AM - 12:15 PM SECTION 1 Personal Residential Coverages

Ms. Kathleen F. Silvia, CIC, CPCU, CPIW


1:15 PM - 5:15 PM Personal Residential Coverages (Continued)

Ms. Kathleen F. Silvia, CIC, CPCU, CPIW


Thursday, April 5, 2018


8:00 AM - 12:00 PM SECTION 2 Personal Automobile Coverages

Mr. Samuel T. Bennett, CIC, CPIA, AFIS, CRIS


1:00 PM - 3:00 PM Personal Automobile Coverages (Continued)

Mr. Samuel T. Bennett, CIC, CPIA, AFIS, CRIS

3:00 PM - 5:00 PM SECTION 3 Home-Based Business

Ms. Angelynn Heavener, CIC, CPIA

Friday, April 6, 2018


8:00 AM - 10:00 AM SECTION 4 Personal Umbrella/Excess Coverages


10:00 AM - 12:00 PM SECTION 5 Case Study: The Joy Family




Faculty

Samuel T. Bennett, CIC, CPIA, AFIS, CRIS

Harrison Agency, Inc., Columbia, MO

Angelynn Heavener, CIC, CPIA

Insurance Training Plus, Inc., Saint Louis, MO

Kathleen F. Silvia, CIC, CPCU, CPIW

The Fair Insurance Agency, Inc., Centerville, MA

Ed Consultant



Program Location




(763) 235-6460

Address & Phone:


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Life & Health InstituteMaple Grove, MN ● May 2-4, 2018


Wednesday, May 2, 2018


8:00 AM - 12:15 PM SECTION 1 Life Insurance Concepts

Dr. Victor Anthony Puleo Jr., Ph.D., CIC, CFP


1:15 PM - 5:15 PM SECTION 2 Health Insurance Concepts

Dr. Victor Anthony Puleo Jr., Ph.D., CIC, CFP


Thursday, May 3, 2018


8:00 AM - 10:00 AM SECTION 3 Long Term Care Insurance

Mr. Jerry E. Rhinehart, CIC, CLU, ChFC, RHU

10:00 AM - 12:00 PM SECTION 4 Disability Income Insurance



1:00 PM - 5:00 PM SECTION 5 Business Continuation and Succession Planning


Friday, May 4, 2018


8:00 AM - 10:00 AM SECTION 6 Retirement Planning and Annuities

Dr. Richard H. Phillips, Ph.D., CLU

10:00 AM - 12:00 PM SECTION 7 Planning for Personal Needs

Dr. Richard H. Phillips, Ph.D., CLU



Faculty

Richard H. Phillips, Ph.D., CLU

Swanson & Associates, Grand Rapids, MI

Victor Anthony Puleo, Jr., Ph.D., CIC, CFP

University of Central Arkansas, Conway, AR

Jerry E. Rhinehart, CIC, CLU, ChFC, RHU

Rhinehart & Associates, Lynn Haven, FL

Ed Consultant



Program Location




(763) 235-6460

Address & Phone:




Ruble Graduate SeminarIsle, MN ● June 13-14, 2018

Wednesday, June 13, 2018


8:00 AM - 12:00 PM SECTION 1 Issues with Answers: Commercial P&C

Mr. John M. Dismukes Jr., CIC, CPCU, AAI, AIS



SECTION 2 Ethical Issues

Mr. John M. Dismukes Jr., CIC, CPCU, AAI, AIS

SECTION 3 Servicing Commercial Insurance Accounts in Today's

Marketplace

Mr. Stephen C. Anderson, CIC

Thursday, June 14, 2018



SECTION 4 Emerging Insurance Exposures and E&O Protection


SECTION 5 Property: The Not-So-Good, the Bad and the Ugly

Ms. Maureen Gallagher, CIC, CRM, LIC, RPLU, CWCP, CWCA, RM,

CWCC, CILMA, CRIS


1:15 PM - 5:15 PM SECTION 6 General Liability: The Not-So-Good, the Bad and the Ugly

Ms. Maureen Gallagher, CIC, CRM, LIC, RPLU, CWCP, CWCA, RM,

CWCC, CILMA, CRIS

Faculty

Stephen C. Anderson, CIC

Anderson Network, Franklin, TN

John M. Dismukes, Jr., CIC, CPCU, AAI, AIS

Dismukes Training & Consulting, LLC, Tulsa, OK

Maureen Gallagher, CIC, CRM, LIC, RPLU, CWCP,

CWCA, RM, CWCC, CILMA, CRIS

Assured Neace Lukens, Southfield, MI

Ed Consultant



Program Location

Appeldoorn's Resort

45401 Mille Lacs Pkwy.

Isle, MN 56342

(320) 676-8834

Address & Phone:


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Commercial Casualty InstituteMaple Grove, MN ● August 1-3, 2018


Wednesday, August 1, 2018


8:00 AM - 12:15 PM SECTION 1 Commercial General Liability Concepts and Coverage

Mr. Dwight Kealy, J.D., CIC


1:15 PM - 5:15 PM Commercial General Liability Concepts and Coverage (Continued)

Mr. Dwight Kealy, J.D., CIC


Thursday, August 2, 2018


8:00 AM - 10:00 AM SECTION 2 Additional Insured Concepts and Endorsements

Mr. Jay K. Williams, CIC, CRM, AAI, ACSR, CRIS

10:00 AM - 12:00 PM SECTION 3 Business Automobile Coverages and Endorsements



1:00 PM - 5:00 PM Business Automobile Coverages and Endorsements (Continued)


Friday, August 3, 2018


8:00 AM - 12:00 PM SECTION 4 Workers Compensation and Employers Liability

Ms. Teresa Lynn Pacelli, CIC, AIC



Faculty

Dwight Kealy, J.D., CIC

Barney & Barney, Marsh McLennan Ag., Temecula, CA

Teresa Lynn Pacelli, CIC, AIC

Pure Enthusiasm, Oregon City, OR

Jay K. Williams, CIC, CRM, AAI, ACSR, CRIS

Tallahassee, FL

Ed Consultant



Program Location




(763) 235-6460

Address & Phone:




Ruble Graduate SeminarMaple Grove, MN ● September 10-11, 2018

Monday, September 10, 2018


8:00 AM - 12:00 PM SECTION 1 Protecting Agents and Insureds from Errors and Omissions

Claims

Mr. David W. Henry



SECTION 2 Cyber-Exposures: Resistance Is Futile

Ms. Chris Christian, CIC, RPLU

SECTION 3 Intellectual Property Exposure and Coverages

Mr. David W. Henry

Tuesday, September 11, 2018




Mr. Richard S. Pitts, J.D.

SECTION 5 Peeking Behind the Curtain - What Makes Professional Liability

Tick



1:15 PM - 5:15 PM SECTION 6 The Invasion of the Drones!


Faculty

Chris Christian, CIC, RPLU

US Risk, Milton, TN

David W. Henry

Marshall Dennehey, Orlando, FL

Richard S. Pitts, J.D.

Arlington/Roe & Co., Inc., Indianapolis, IN

Ed Consultant



Program Location




(763) 235-6460

Address & Phone:




Ruble Graduate SeminarMaple Grove, MN ● September 12-13, 2018

Wednesday, September 12, 2018


8:00 AM - 12:00 PM SECTION 1 Peeking Behind the Curtain - What Makes Professional Liability

Tick




SECTION 2 Cyber-Exposures: Resistance Is Futile




Thursday, September 13, 2018



SECTION 4 Customer Service in the Internet Age/The Virtual Agency


SECTION 5 Planning for Retirement

Mr. Charles C. Matejowsky, CIC, LUTCF


1:15 PM - 5:15 PM SECTION 6 Emerging Insurance Exposures and E&O Protection


Faculty

Stephen C. Anderson, CIC

Anderson Network, Franklin, TN

Chris Christian, CIC, RPLU

US Risk, Milton, TN

Charles C. Matejowsky, CIC, LUTCF

Van Dyke Rankin & Company, Inc., Brenham, TX

Richard S. Pitts, J.D.

Arlington/Roe & Co., Inc., Indianapolis, IN

Ed Consultant



Program Location




(763) 235-6460

Address & Phone:


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Commercial Property InstituteMaple Grove, MN ● October 10-12, 2018


Wednesday, October 10, 2018


8:00 AM - 12:15 PM SECTION 1 Commercial Property Coverage Forms & Endorsements

Mr. Barton H. Tucker, CIC, CPCU, CLU


1:15 PM - 5:15 PM Commercial Property Coverage Forms & Endorsements (Continued)

Mr. Barton H. Tucker, CIC, CPCU, CLU


Thursday, October 11, 2018


8:00 AM - 12:00 PM SECTION 2 Commercial Property Causes of Loss & Endorsements

Ms. Jacklyn S. Reindl, CIC, CPIA, CPIW


1:00 PM - 3:00 PM SECTION 3 Equipment Breakdown

Ms. Jacklyn S. Reindl, CIC, CPIA, CPIW

3:00 PM - 5:00 PM SECTION 4 Time Element Coverages & Endorsements

Mr. John F. Kitson, CIC, CPCU, AU, AIM

Friday, October 12, 2018


8:00 AM - 12:00 PM Time Element Coverages & Endorsements (Continued)

Mr. John F. Kitson, CIC, CPCU, AU, AIM



Faculty

John F. Kitson, CIC, CPCU, AU, AIM

Franklin, TN

Jacklyn S. Reindl, CIC, CPIA, CPIW

Nicholasville, KY

Barton H. Tucker, CIC, CPCU, CLU

RHSB Insurance, Fort Worth, TX

Ed Consultant



Program Location




(763) 235-6460

Address & Phone:


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Commercial Multiline InstituteMaple Grove, MN ● November 7-9, 2018


Wednesday, November 7, 2018


8:00 AM - 10:15 AM SECTION 1 Businessowners Policy (BOP)

Ms. Catherine L. Trischan, CIC, CRM, CPCU, ARM, AAI, AU, CRIS,

MLIS

10:15 AM - 12:15 PM SECTION 2 Commercial Inland Marine Concepts & Coverages


MLIS


1:15 PM - 5:15 PM Commercial Inland Marine Concepts & Coverages (Continued)


MLIS


Thursday, November 8, 2018


8:00 AM - 12:00 PM SECTION 3 Crime Coverages & Endorsements

Mr. Robert Stewart Ford, CIC, CISR, CPIA, CLCS


1:00 PM - 3:00 PM SECTION 4 Employment Practices Liability Insurance

Mr. Robert Stewart Ford, CIC, CISR, CPIA, CLCS

3:00 PM - 5:00 PM SECTION 5 Cyber Exposures and Coverage


Friday, November 9, 2018


8:00 AM - 10:00 AM Cyber Exposures and Coverage (Continued)


10:00 AM - 12:00 PM SECTION 6 Excess Liability/Commercial Umbrella Coverages




Faculty

Robert Stewart Ford, CIC, CISR, CPIA, CLCS

American Insurance Center, Devils Lake, ND



Catherine L. Trischan, CIC, CRM, CPCU, ARM, AAI, AU,

CRIS, MLIS

E&K Agency, Wall Township, NJ

Ed Consultant




Commercial Multiline InstituteMaple Grove, MN ● November 7-9, 2018


Program Location




(763) 235-6460

Address & Phone:


james k. ruble seminar - miia.org · pdf filemaureen gallagher, cic, crm, lic, rplu, cwcp,...

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