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March 2020

CIC – Agency Management Institute

March 11 @ 8:00 am - March 13 @ 5:00 pm CDT
Hyatt Regency Green Bay, 333 Main St
Green Bay,WI54301United States
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$445

Introduction Optional exam 8:00 a.m. the last day. Hotel Information: $109 PIA room rate through 2/19/20 Includes full breakfast. Agenda Section 1 Strategic Planning - Robert Shomo, MBA, CIC Section 2 Talent Acquisition and Development - Robert Shomo, MBA, CIC Section 3 Client Acquisition and Retention- William Toll, CIC Section 4 Technology Utilization - William Toll, CIC Section 5 Ethical Responsibility - William Toll, CIC Cancellation Terms and Conditions Cancellations received in our office 10 days before the course are fully refunded; after that, a $35 fee will be…

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CISR – Personal Auto

March 25 @ 8:00 am - 3:45 pm CDT
Radisson Hotel – Madison, 517 Grand Canyon Dr.
Madison,WI53719United States
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$199

Introduction Optional Exam 4:15 – 5:15 - All Programs Open To Anyone - Exam Not Required for CE! Cancellation Terms and Conditions Cancellations received in our office 10 days before the course are fully refunded; after that, a $35 fee will be charged, whether you credit the balance to a future course or not. All cancellations must be in writing, email to bbredeson@piaw.org or fax to 608-274-8195. Phone calls will be accepted as the initial notice. No refunds unless the…

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April 2020

CIC – Company Operations Institute

April 22 @ 8:00 am - April 24 @ 5:00 pm CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
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$445

Introduction Optional exam 8:00 a.m. the last day. Hotel Reservations: Hampton Inn & Suites - across the street from West Bend Mutual.  Rate available in January 2020. Includes breakfast.  Please mention PIA when making reservations. 262-438-1500. Agenda Section 1 Executive Strategies - John Neal, CRM Section 2 Actuarial Practices & Accounting - John Neal, CRM Section 3 Claims - John Neal, CRM Section 4 Product Development - Becky Lathrop, CIC, CPIA Section 5 Agency/Policyholder Services - Becky Lathrop, CIC, CPIA Section 6 Underwriting - Becky…

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May 2020

Hot Topic – Hiring, Managing and Evaluating Insurance Agency Personnel

May 6 @ 8:30 am - 3:30 pm CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
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$100 – $120

Introduction The biggest resource (and expense) an insurance agency has is its staff. Poor hiring decisions can be disastrous. How do you hire the right person the first time? Presented by Jon Perksy CPA, CIC, PHR Registration fee includes handouts and lunch. For the PDF Registration Form, click here. Agenda THIS SIX-HOUR CLASS WILL PROVIDE YOU WITH IMPORTANT INSIGHT AS TO: Who do you need, and what do you want them to do? How to develop job descriptions Where do you…

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Hot Topic – Agency Perpetuation and Acquisition Workshop

May 7 @ 8:30 am - 3:30 pm CDT
SECURA Insurance Company – Neenah, 1500 Mutual Way
Neenah,WI54915United States
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$100 – $120

Introduction Back by Popular Demand. Outstanding Reviews from 2019! Whether you are looking to buy an agency or sell your agency at some point in the future, this workshop is for you! Presented by Jon Perksy CPA, CIC, PHR, and Live Oak Bank. Registration fee includes handouts, WI CE and lunch. For the PDF Registration Form, click here. Agenda All agency owners need to consider what will happen to the agency in the event of their death, disability or retirement. Should…

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CIC – James K Ruble Graduate Seminar

May 14 @ 8:00 am - May 15 @ 5:15 pm CDT
Hilton Garden Inn – Sun Prairie, 1220 South Grand Ave
Sun Prairie,WI53590United States
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$445

This seminar is full. Please call PIA to be placed on a waiting list. Introduction Open to all dues paid CICs, CRMs, CPRMs, CSRMs / 16 WI CE Credits Pending (4 of 16 are optional Ethics) CE credit is available for Wisconsin and all bordering states. If you are licensed in a different state and are registering less than 40 days from the program, please contact The National Alliance Continuing Education Department to determine if CE credit is available! 1-800-633-2165.…

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CISR – Personal Residential

May 20 @ 8:00 am - 3:45 pm CDT
Holiday Inn Wausau (Rothschild/Mosinee), 1000 Imperial Ave.
Rothschild,WI54474United States
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$199

Introduction Optional Exam 4:15 – 5:15 - All Programs Open To Anyone - Exam Not Required for CE! Cancellation Terms and Conditions Cancellations received in our office 10 days before the course are fully refunded; after that, a $35 fee will be charged, whether you credit the balance to a future course or not. All cancellations must be in writing, email to bbredeson@piaw.org or fax to 608-274-8195. Phone calls will be accepted as the initial notice. No refunds unless the…

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CISR – Personal Residential

May 21 @ 8:00 am - 3:45 pm CDT
Hyatt Regency Green Bay, 333 Main St
Green Bay,WI54301United States
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$199

Introduction Optional Exam 4:15 – 5:15 - All Programs Open To Anyone - Exam Not Required for CE! Cancellation Terms and Conditions Cancellations received in our office 10 days before the course are fully refunded; after that, a $35 fee will be charged, whether you credit the balance to a future course or not. All cancellations must be in writing, email to bbredeson@piaw.org or fax to 608-274-8195. Phone calls will be accepted as the initial notice. No refunds unless the…

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June 2020

CISR – Commercial Casualty 2

June 10 @ 8:00 am - 3:45 pm CDT
Holiday Inn Pewaukee – Milwaukee West, N14 W24140 Tower Place
Waukesha,WI53072United States
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$199

Introduction Optional Exam 4:15 – 5:15 - All Programs Open To Anyone - Exam Not Required for CE! Cancellation Terms and Conditions Cancellations received in our office 10 days before the course are fully refunded; after that, a $35 fee will be charged, whether you credit the balance to a future course or not. All cancellations must be in writing, email to bbredeson@piaw.org or fax to 608-274-8195. Phone calls will be accepted as the initial notice. No refunds unless the…

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