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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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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

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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June 2020

CIC – Commercial Multiline Institute

June 24 @ 8:00 am - June 26 @ 10:00 am CDT
Holiday Inn South – Eau Claire, 4751 Owen Ayres Court
Eau Claire,WI54701United States
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$445

Introduction Optional exam 8:00 a.m. the last day. Hotel Reservations: $115.95 PIA room rate through 5/23/2020. Agenda Section 1 Commercial Inland Marine Concepts And Coverages - Bernie Neff, CIC, CPCU Section 2 Employment Practices Liability Insurance - John Dismukes, CIC, CPCU, AAI, AIS Section 3 Crime Coverages and Endorsements - Jay Williams, CIC, CRM, AAI, CRIS, MLIS Section 4 Cyber Exposures and Coverage - Jay Williams, CIC, CRM, AAI, CRIS, MLIS Section 5 Excess Liability Commercial Umbrella Coverages - Jay…

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August 2020

CPIA 1 – Position for Success

August 11 @ 8:30 am - 4:00 pm CDT
Radisson Hotel – Madison, 517 Grand Canyon Dr.
Madison,WI53719United 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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CPIA 2 – Implement for Success

August 12 @ 8:30 am - 4:00 pm CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United 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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CIC – Commercial Casualty Institute

August 19 @ 8:00 am - August 21 @ 10:00 am CDT
Red Lion Paper Valley Hotel – Appleton, 333 West College Ave
Appleton,WI54911United 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,WI54911United 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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September 2020

CISR – Agency Operations

September 15 @ 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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