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Brenda Steinbach

608-274-8188||https://piaw.org

April 2020

Live Webinar – Breaking it Down: Additional Insureds, Certificates and Headaches

April 9 @ 8:00 am - 11:00 am CDT
Online WIUnited States
$55 – $70

Breaking it Down: Additional Insureds, Certificates and Headaches 3 WI CE Credits Course # 6000061237 Instructed by Carissa Bonner, AINS, CRIS Objective To teach insurance professionals about many issues concerning the use of Additional Insured endorsements and Certificates of Insurance. Description Certificates and Additional Insured endorsements are functions which lie at the core of many agency’s operations. This course is designed to address many concerns with these essential functions. What to do, what NOT to do, intentions, unintended consequences, and…

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Live Webinar – Insurance Issues for Today’s World

April 9 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

Commercial Additional Insured Endorsements – Status and Purpose 3 WI CE Credits Course# 6000042042 Instructed by Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS  Director of Commercial E&K Agency, Eatontown, NJ Objective To teach insurance professionals about insurance coverage for new exposures in today’s world. Description Welcome to today’s world where toys fly, strangers will drive you anywhere and let you stay in their homes with them, cars drive themselves and the air smells like…weed? These and…

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Live Webinar – Homeowner’s Policy Coverage Concerns for the Modern Family

April 14 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

Homeowner’s Policy Coverage Concerns for the Modern Family 3 WI CE Credits Course# 600003988 Instructed by Nicole Broch, CIC, CISR, PLCS - Nicole Broch Insurance Education – Cantrall, IL Objective To teach insurance professionals about the coverage (or lack thereof) for modern exposures found in the Homeowner’s policy. Description Adult children coming home (or never leaving). Caring for aging relatives. Pets. Earning extra money, “Smart” appliances and toys. The evolving role of a Homeowner’s insurance policy, and how it addresses…

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Live Webinar – How Savvy Businesses Use Life Insurance to Hedge Against Financial Losses

April 15 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

How Savvy Businesses Use Life Insurance to Hedge Against Financial Losses 3 WI CE Course# 6000039287 Instructed by Karin Klaassen, CLU, LUTCF - Karin has 27 years in the Insurance business serving the last 5 years with MetLife. Objective To teach insurance professionals about the benefits of Life Insurance to a business. Description So your insured owns a business, and from what you can gather, is woefully unprepared to handle adversity. Specifically, what if a key person dies? What transition plans…

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Live Webinar – Construction Contracts: What the Agent Should Know, Do, And Not Do

April 16 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

  Construction Contracts: What the Agent Should Know, Do and Not Do 3 WI CE Credits Course# 6000042031 Instructed by Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS  Director of Commercial E&K Agency, Eatontown, NJ Objective To teach insurance professionals about construction contracts as they relate to insurance coverage for contractors. Description This course reviews some of the contractual obligations our contractor clients assume. We will discuss the types of contracts and the factors used to determine…

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CIC – Company Operations Institute – RESCHEDULED FOR DECEMBER 14-16, 2020

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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Live Webinar – Commercial Additional Insured Endorsements–Status and Purpose

April 22 @ 8:00 am - 11:00 am CDT
Online WIUnited States
$55 – $70

Commercial Additional Insured Endorsements – Status and Purpose 3 WI CE Credits Course# 6000039310 Instructed by Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW - Insurance Education & Training Associates - North Kingstown, RI Objective To teach insurance professionals about the most current versions of common commercial Additional Insured endorsements and what they do. Description Commercial Additional Insured endorsements are a seemingly endless issue for agents and their insureds. The continued evolution of the endorsement language - and techniques used…

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Live Webinar – Chris Amrhein’s “Adventures in Aging” Understanding Social Security & Medicare

April 22 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

“Adventure in Aging”  Understanding Social Security & Medicare 3 WI CE Course# 6000059682 Instructed by Chris Amrhein, AAI - Lorton, VA Objective To teach insurance professionals about the many intricacies of Medicare and Social Security. Description Over the last five decades, Chris Amrhein has evolved into one of the insurance industry’s most trusted resources/statesman. Join Chris as he blends his professional and personal experience with Social Security and Medicare into this interactive, informative (and dare we say…fun?!) course. To earn…

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Live Webinar – “Adventures in Aging” Financially Surviving Retirement

April 23 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

Chris Amrhein’s “Adventures in Aging” Financially Surviving Retirement 3 WI CE Credits Course # 6000061267 Instructed by Chris Amrhein, AAI – Lorton, VA Description To earn CE credit for attending this course is a nice bonus, but we hope you’ll see it for what it truly is: an experience that will change your life as well as the lives of those around you. People are terrified of outliving their money and the large bills that come with the rising cost…

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Live Webinar – An Hour with Kevin: Drones – Insuring Innovators, Enthusiasts and Idiots

April 28 @ 1:00 pm - 2:00 pm CDT
Online WIUnited States
$55 – $70

  An Hour with Kevin: Drones – Insuring Innovators, Enthusiasts and Idiots 1 WI CE Credits Course# 6000058123 Instructed by Kevin Amrhein, CIC - Florida Insurance School CE - Tallahassee, FL Objective To teach insurance professionals about coverage concerns regarding the personal and commercial use of drones. Description From personal enthusiasts to innovative businesses, it seems everyone is a drone pilot. Join long-time insurance educator Kevin Amrhein for this engaging course on insuring all things “Drone”. Webinar System Requirements To…

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Live Webinar – An Hour with Kevin: Annoying Personal Auto Problems and Their Solutions

April 29 @ 10:00 am - 11:00 am CDT
Online WIUnited States
$55 – $70

An Hour with Kevin: Annoying Personal Auto Problems and Their Solutions 1 WI CE Credit Course#6000058107 Instructed by Kevin Amrhein, CIC - Florida Insurance School CE - Tallahassee, FL Objective To teach insurance professionals about a few problems found in the commonly used Insurance Services Office (ISO) Personal Auto Policy and methods to address them. Description The commonly used Insurance Services Office (ISO) Personal Auto Policy is packed with problems. Join FISCE’s Kevin Amrhein as he navigates you through a…

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Live Webinar – Culture, Ethics and E&O: The Right Way to Run an Agency

April 29 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$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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May 2020

Hot Topic – Hiring, Managing and Evaluating Insurance Agency Personnel – CANCELED

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

This Class has not been rescheduled at this time. 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…

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Hot Topic – Agency Perpetuation and Acquisition Workshop – CANCELED

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

This Class has not been rescheduled at this time. 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…

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Live Webinar – Alphabet Soup: The Mistakes and Coverage Behind D&O, EPLI, FLI, EBL

May 7 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

Alphabet Soup: The Mistakes and Coverage Behind D&O, EPLI, FLI, EBL 3 WI CE Course# 6000039321 Instructed by Chris Amrhein, AAI - Lorton, VA Objective This course will discuss important coverage concerns addressed by a variety of insurance policies designed to address various executive and management risks and conduct. Description You can’t control how they act or the decisions they make. But when questionable conduct and/or decision-making at the executive level lands your client in hot water, you as the…

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

May 12 @ 12:00 pm - 2:00 pm CDT
Online WIUnited States
$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…

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Live Webinar – Cyber Coverage – Data Breach and So Much More!

May 13 @ 8:00 am - 11:00 am CDT
Online WIUnited States
$55 – $70

Cyber Coverage - Data Breach and So Much More! 3 WI CE Credits Course# 6000039289 Instructed by Catherine L. Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS  Director of Commercial E&K Agency, Eatontown, NJ Objective To teach insurance professionals about the many concerns associated with cyber exposures and insurance coverage. Description This course hacks into the many facets of cyber-crime, cyber risk, and data-related losses prevalent in the modern business environment. Discussion on rules, risks and insurance coverage will…

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Live Webinar – If It Moves On the Farm It Presents a Risk

May 13 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

If It Moves On the Farm It Presents a Risk 3 WI CE Credits Course# 6000047716 Instructed by Sam Bennett, CIC, AFIS, CRIS, CPIA - Harrison Agency - Columbia, MO Objective To teach insurance professionals about coverage concerns regarding common farm equipment and vehicles. Description This presentation will address the exposures associated with items on the farm that move – both under their own power and those provided mobility by other vehicles. The purpose of this presentation is to remind…

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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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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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Live Webinar – Dead or Alive – The Many Functions of Life Insurance

May 14 @ 8:00 am - 11:00 am CDT
Online WIUnited States
$55 – $70

  Dead or Alive - The Many Functions of Life Insurance 3 WI CE Credits Course# 6000058105 Instructed by Corey Wilkins - Corey Wilkins Insurance & Financial Services, Inc. Tacoma, WA Objective To teach insurance professionals about the essential functions of different types of life insurance. Description The purpose of this course is to describe in-depth the many benefits, uses, and ways that life insurance can be leveraged while you’re still alive. Many intricacies of policies have living benefits that can be utilized…

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Live Webinar – Everything’s Soaked and My Stuff Stinks: The Water Damage Webinar

May 19 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

Everything’s Soaked and My Stuff Stinks: The Water Damage Webinar 3 WI CE Credits Course# 6000047716 Instructed by Nicole Broch, CIC, CISR, PLCS - Nicole Broch Insurance Education – Cantrall, IL Objective To teach insurance professionals about the coverage (or lack thereof) found in common personal lines insurance policies regarding water damage. Description Your personal lines insureds have issues with water and, unfortunately, so does their insurance policy! Water damage comes in many different forms – sometimes covered, sometimes not…

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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
+ Google Map

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 – Welcome to the Future Where Everyone Shares and Your Car Drives Itself

May 20 @ 12:00 pm - 3:00 pm CDT
Online WIUnited States
$55 – $70

Welcome to the Future Where Everyone Shares and Your Car Drives Itself 3 WI CE Credits Course# 6000039286 Instructed by Kym Martell, CRM, CIC, CRIS, AAI - K.M. Associates, Insurance Management & Training Consultants - Asbury Park, New Jersey. Objective To teach insurance professionals about the risks involved in ride-sharing, home-sharing, and autonomous vehicles. Description Welcome to the future where you always have a ride, a place to stay and your car drives itself. Innovations in technology are truly amazing…

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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
+ Google Map

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 – An Hour with Kevin: Insuring Self-Driving Cars, Scooters & Other Modern Transit Risks

May 21 @ 1:00 pm - 2:00 pm CDT
Online WIUnited States
$55 – $70

  An Hour with Kevin: Insuring Self-Driving Cars, Scooters & Other Modern Transit Risks 3 WI CE Credits Course#6000059681 Instructed by Kevin Amrhein, CIC - Florida Insurance School CE - Tallahassee, FL Objective To teach insurance professionals about emerging trends and coverage concerns in personal transportation. Description How ubiquitous are cars with self-driving capability? Why are so many cities packed with scooter riders buzzing in and out of pedestrian and vehicle traffic? Do “flying cars” actually exist? Join Kevin Amrhein…

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Live Webinar – An Hour with Kevin: Extra Money for Bills, Beer or Both – Insuring Your Side-Gig

May 26 @ 1:00 pm - 2:00 pm CDT
Online WIUnited States
$55 – $70

  An Hour with Kevin: Extra Money for Bills, Beer or Both – Insuring Your Side-Gig 1 WI CE Credit Course# 6000059598 Instructed by Kevin Amrhein, CIC - Florida Insurance School CE - Tallahassee, FL Objective To teach insurance professionals about the personal liability exposures associated with side-jobs. Description Regardless of what you intend to do with them, making a few extra bucks on the side is always helpful. Join Kevin Amrhein as he discusses the personal liability concerns presented…

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June 2020

CISR – Personal Auto

June 3 @ 8:00 am - 3:45 pm CDT
Radisson Hotel – Madison, 517 Grand Canyon Dr.
Madison,WI53719United States
+ Google Map

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 – Commercial Casualty 2

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

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

June 23 @ 8:00 am - 3:45 pm CDT
Holiday Inn South – Eau Claire, 4751 Owen Ayres Court
Eau Claire,WI54701United States
+ Google Map

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 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
+ Google Map

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

CISR – Life & Health Essentials

August 5 @ 8:00 am - 3:45 pm CDT
Holiday Inn Wausau (Rothschild/Mosinee), 1000 Imperial Ave.
Rothschild,WI54474United States
+ Google Map

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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CPIA 1 – Position for Success

August 11 @ 8:30 am - 4:00 pm CDT
Radisson Hotel – Madison, 517 Grand Canyon Dr.
Madison,WI53719United States
+ Google Map
$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
+ Google Map
$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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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
+ Google Map

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
+ Google Map

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 @ 5:00 pm CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
+ Google Map

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 & Endorsements - John Dismukes, CIC, CPCU, AAI, AIS Cancellation Terms and Conditions Cancellations…

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October 2020

2020 PIAW Convention

October 7 - October 8
Hyatt Regency Green Bay, 333 Main St
Green Bay,WI54301United States
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Online registration will open later this year.

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CPIA 3 – Sustain Success

October 7 @ 8:00 am - 5:00 pm CDT
Hyatt Regency Green Bay, 333 Main St
Green Bay,WI54301United States
+ Google Map
$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 – James K Ruble Graduate Seminar

October 21 @ 8:00 am - October 22 @ 5:00 pm CDT
Red Lion Paper Valley Hotel – Appleton, 333 West College Ave
Appleton,WI54911United States
+ Google Map

Introduction Open to all dues paid CICs, CRMs, CPRMs, CSRMs. 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. Agenda Section 1 Cyber Risk – Exposures and Product - Tim McClendon, CIC, CWCA Section 2 & 3 are Concurrent Topics - You Will Choose One…

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CISR – Commercial Casualty 2

October 28 @ 8:00 am - 3:45 pm CDT
Holiday Inn Wausau (Rothschild/Mosinee), 1000 Imperial Ave.
Rothschild,WI54474United States
+ Google Map

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 – Commercial Property

October 29 @ 8:00 am - 3:45 pm CDT
Cranberry Country Lodge – Tomah, 319 Wittig Rd
Tomah,WI54660United States
+ Google Map

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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November 2020

CISR – Commerical Casualty 1

November 11 @ 8:00 am - 3:45 pm CST
Holiday Inn Pewaukee – Milwaukee West, N14 W24140 Tower Place
Waukesha,WI53072United States
+ Google Map

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 – Elements of Risk Management

November 12 @ 8:00 am - 3:45 pm CST
Radisson Hotel – Madison, 517 Grand Canyon Dr.
Madison,WI53719United States
+ Google Map

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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December 2020

CISR – Commercial Casualty 1

December 1 @ 8:00 am - 5:15 pm CST
Radisson Hotel – Madison, 517 Grand Canyon Dr.
Madison,WI53719United States
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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 – Personal Lines Institute

December 2 @ 8:00 am - December 4 @ 10:00 am CST
Hilton Garden Inn – Sun Prairie, 1220 South Grand Ave
Sun Prairie,WI53590United States
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Introduction Optional exam 8:00 a.m. the last day. Reservations: $149 PIA room rate through 11/2/20. Agenda Section 1 Personal Residential Coverages - Kathleen Silvia, CIC, CPCU, CPIW Section 2 Personal Automobile Coverages - Elizabeth Rise, CIC Section 3 Personal Umbrella/Excess Coverages - Elizabeth Rise, 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 charged, whether you credit the balance to a future course or…

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CIC – Company Operations Institute

December 14 @ 8:00 am - December 16 @ 5:00 pm CST
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
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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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March 2021

Mike’s Birthday – TESTING!

March 24, 2021 @ 8:00 am - 5:00 pm CDT
Holiday Inn Pewaukee – Milwaukee West, N14 W24140 Tower Place
Waukesha,WI53072United States
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$1 – $2

Come celebrate the old fart!

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