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July 2020

Live Webinar – Ethics and E&O: Synergy Not Rivalry

July 15 @ 12:00 pm - 3:00 pm CDT
$55 – $70

Ethics and E&O: Synergy Not Rivalry 3 WI CE Course#6000042406 Instructed by Chris Amrhein, AAI - Lorton, VA Objective To teach insurance professionals about commonalities in ethical behavior and questionable business practices that can cause E&O claims. Description Ethics. Morals. Errors. Omissions. Words that touch the nerves of even the most solid agents and strike at the foundation of even the most formidable agencies. Through recent headlines and interactive case studies, this course seeks to find and explain the synergy…

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August 2020

CPIA 1 – Position for Success – WEBINAR

August 11 @ 8:30 am - 4:00 pm CDT
$172 – $207

The PIA of Wisconsin is a proud sponsor of the Certified Professional Insurance Agent (CPIA) professional designation program. These three, one-day workshops teach practical "before", "during", and "after" sale techniques for insurance producers, sales managers, account managers, and company marketing representatives. Completion rule, 3 years from the first course. No exams. You do not need to commit to all three to attend one.  Approved for 7 Wisconsin CE credits each. Utica approved. While it is not required, it is recommended…

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CPIA 2 – Implement for Success – WEBINAR

August 12 @ 8:30 am - 4:00 pm CDT
$172 – $207

The PIA of Wisconsin is a proud sponsor of the Certified Professional Insurance Agent (CPIA) professional designation program. These three, one-day workshops teach practical "before", "during", and "after" sale techniques for insurance producers, sales managers, account managers, and company marketing representatives. Completion rule, 3 years from the first course. No exams. You do not need to commit to all three to attend one.  Approved for 7 Wisconsin CE credits each. Utica approved. While it is not required, it is recommended…

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CIC – Commercial Casualty Institute

August 19 @ 8:00 am - August 21 @ 10:00 am CDT
Red Lion Paper Valley Hotel – Appleton – Commercial Casualty Institute, 333 West College Ave
Appleton, WI 54911 United States
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$445

Introduction Optional exam 8:00 a.m. the last day. Hotel Reservations: $106 Single, $116 Double PIA room rate through 7/22/20 Agenda Section 1 Commercial General Liability Concepts and Coverage - Ted Kinney, CIC,CPCU,ARM,CPIA,AAI,AU,AINS,CRIS Section 2 Additional Insured Concepts And Endorsements - Ted Kinney, CIC,CPCU,ARM,CPIA,AAI,AU,AINS,CRIS Section 3 Business Automobile Coverages And  Endorsements - Samuel Bennett, CIC, AFIS, CRIS, CPIA, Section 4 Workers Compensation And  Employers Liability - Samuel Bennett, CIC, AFIS, CRIS, CPIA, Cancellation Terms and Conditions Cancellations received in our office 10 days…

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CISR – Agency Operations

August 19 @ 8:00 am - 5:15 pm CDT
Red Lion Paper Valley Hotel – Appleton, 333 West College Ave
Appleton, WI 54911 United 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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Live Webinar – Culture, Ethics and E&O: The Right Way to Run an Agency

August 19 @ 12:00 pm - 3:00 pm CDT
$55 – $70

Culture, Ethics and E&O: The Right Way to Run an Agency 3 WI Ethics Credits / Utica Approved for Premium Discount Course# 6000059631 Instructed by Terry Tadlock, CIC, CPCU, CRIS - Coastal Plains Insurance - Hilton Head Island, SC Objective To teach insurance professionals how to recognize potential problems within an agency’s culture resulting from ethical shortcomings and how such could result in a costly EO claim.   Description Good (and error-avoiding) habits begin with good decision making. It sounds like…

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September 2020

CISR – Agency Operations

September 15 @ 8:00 am - 3:45 pm CDT
Holiday Inn Pewaukee – Milwaukee West, N14 W24140 Tower Place
Waukesha, WI 53072 United 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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CIC – Commercial Property Institute

September 16 @ 8:00 am - September 18 @ 10:00 am CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend, WI 53095 United States
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$445

Registration is Closed. Contact Becca at bbredeson@piaw.org to be placed on the waiting list. 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 CP Coverage Forms & Endorsements - Catherine Trischan, CIC,CRM,CPCU,ARM,AAI,AU,CRIS,MLIS Section 2 CP Causes of Loss & Endorsements - David Sheets, CIC, CRM Section 3 Time Element Coverages…

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October 2020

CPIA 3 – Sustain Success

October 7 @ 8:00 am - 5:00 pm CDT
Hyatt Regency Green Bay, 333 Main St
Green Bay, WI 54301 United States
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$172 – $207

The PIA of Wisconsin is a proud sponsor of the Certified Professional Insurance Agent (CPIA) professional designation program. These three, one-day workshops teach practical "before", "during", and "after" sale techniques for insurance producers, sales managers, account managers, and company marketing representatives. Completion rule, 3 years from the first course. No exams. You do not need to commit to all three to attend one.  Approved for 7 Wisconsin CE credits each. Utica approved. While it is not required, it is recommended…

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