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Course Information


Program: CIC
Event: Commercial Multiline
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 140
Start Date: Jul 10, 2020
End Date: Jul 31, 2020
Price: $420


*CE Hours vary by State

Accommodations


Instructor Led Online Course
Jul 10, 2020


Instructor Led Online, WB 78731

Agenda

*CST timezone

Topic Date Time Speaker
Join Webinar Jul 10, 2020 09:30-10:00
Commercial Inland Marine Concepts & Coverages Jul 10, 2020 10:00-12:15 Catherine Trischan
CIC, CRM, CPCU, ARM, AAI, AU, CRIS, MLIS, TRIP
Commercial Inland Marine Concepts & Coverages (Continued) Jul 10, 2020 12:30-14:30 Catherine Trischan
CIC, CRM, CPCU, ARM, AAI, AU, CRIS, MLIS, TRIP
Join Webinar Jul 17, 2020 09:30-10:00
Commercial Inland Marine Concepts & Coverages (Continued) Jul 17, 2020 10:00-12:00 Catherine Trischan
CIC, CRM, CPCU, ARM, AAI, AU, CRIS, MLIS, TRIP
Employment Practices Liability Insurance Jul 17, 2020 12:30-14:30 Catherine Trischan
CIC, CRM, CPCU, ARM, AAI, AU, CRIS, MLIS, TRIP
Join Webinar Jul 24, 2020 09:30-10:00
Crime Coverages & Endorsements Jul 24, 2020 10:00-12:00 Paul Wesley Burkett
J.D., CIC, CRM, CPCU, ARM, ALCM
Crime Coverages & Endorsements (Continued) Jul 24, 2020 12:30-13:30 Paul Wesley Burkett
J.D., CIC, CRM, CPCU, ARM, ALCM
Cyber Exposures and Coverage Jul 24, 2020 13:30-14:30 Paul Wesley Burkett
J.D., CIC, CRM, CPCU, ARM, ALCM
Join Webinar Jul 31, 2020 09:30-10:00
Cyber Exposures and Coverage (Continued) Jul 31, 2020 10:00-12:00 Paul Wesley Burkett
J.D., CIC, CRM, CPCU, ARM, ALCM
Excess Liability/Commercial Umbrella Coverages Jul 31, 2020 12:30-14:30 Paul Wesley Burkett
J.D., CIC, CRM, CPCU, ARM, ALCM
Download Agenda

Catherine Trischan | Bio


Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several large, New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers. She is a National Faculty member of The National Alliance, speaking in both the CIC and CISR programs. She is a regular presenter for the Professional Insurance Agents (PIA) and other organizations and has taught both pre-licensing and continuing education courses. Cathy has written courses and articles on various insurance topics. A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM and CPCU. She earned her CIC designation in 1993 and her CRM designation in 2004.

Jay Williams | Bio


Jay Williams is a National Faculty Member and an Educational Consultant for The National Alliance for Insurance Education and Research. He earned his CIC designation in 1996 and his CRM designation in 2004. He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms. Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry. His most recent position was the CEO of a construction risk wholesale operation. In addition to his work as an insurance educator, Jay serves as an expert witness, a consultant to insurance companies, associations, agencies, and industry-related partners, and an E&O auditor.

Jerry L. Kennedy | Bio


Jerry owns and manages an agency in Grand Coulee, Washington. Jerry has long been an advocate of professional continuing education and is a National Faculty member and Educational Consultant for The National Alliance. He earned his CIC designation in 1983 and served as a member of the Board of Governors for the Society of Certified Insurance Service Representatives (CISR) from 1995-2001. Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998.

Paul Wesley Burkett | Bio


Paul Burkett is the President and CEO of Snoaspen Insurance Group, Inc., which specializes in risk management consulting, insurance teaching, and expert witness services for insurance bad faith and agents' errors and omission cases. Paul began his career as a Loss Control Representative for SAFECO Insurance Company after serving as an Officer in the United States Air Force. During his career with SAFECO, Paul served as a Loss Control Supervisor, Loss Control Manager, Commercial Sales Representative, Division Commercial Lines Underwriting Manager, and Regional Workers Compensation Manager. From SAFECO, Paul worked for Frank B. Hall & Company as a Vice President in charge of Risk Management Services. Paul was responsible for design and implementation of alternative insurance programs such as pools, self-insurance programs, and captives. From Frank B. Hall, Paul assisted in establishing the Meadowbrook of Colorado office and focused on developing specialized group programs. Paul assisted in establishing TUITIONGard, LTD., which specialized in coverages for private student loans provided through banks in the United States. This agency operation was purchased by an insurance company and related field operations have phased out over the last few years. Paul has a Juris Doctorate from Concord School of Law, an undergraduate degree from the University of Minnesota and has completed graduate work at the University of Oklahoma in Public Administration. Paul has obtained the following designations: Certified Risk Manager (CRM), Certified Insurance Counselor (CIC), Associate in Risk Management (ARM), Associate in Loss Control Management (ALCM), and Chartered Property and Casualty Underwriter (CPCU). Paul is a National Faculty member of The National Alliance and has served on the Board of Governors of the Society of Certified Insurance Counselors.

Victor A. Puleo | Bio


Dr. Victor Puleo is the Davey Chair of Risk Management and Insurance in the Lacy School of Business at Butler University, Indianapolis, IN. He earned a doctorate degree in risk management and insurance at Florida State University. Dr. Puleo has articles published in the Journal of Insurance Issues, Risk Management and Insurance Review, Managerial Finance, and Best's Review. The Davey Risk Management and Insurance Program at Butler University equips students with a variety of experiential education - including two required for-credit internships. Butler University's College of Business is the top-ranked business school in the country for internships according to Bloomberg Businessweek's rankings. Highlights of the Davey Risk Management and Insurance Program include the first-of-its-kind student-run captive insurance company, lifelong career mentors, two required for-credit internships, student attendance at national and regional industry events, classroom case studies, and an elite chapter of Gamma Iota Sigma - the international collegiate insurance, risk management and actuarial student fraternity. Dr. Puleo is a Certified Insurance Counselor (CIC) and Certified Financial Planner ™ Certificant. He is an Educational Consultant (1994) and National Faculty Member (2008) for the Society of Certified Insurance Counselors. Dr. Puleo is a member of the Board of Directors and Chair of The National Alliance Research Academy. Prior to being named the Davey Chair of Risk Management and Insurance, Dr. Puleo was an Associate Professor of Insurance and Risk Management at the University of Central Arkansas (UCA), Conway, AR. The insurance and risk management undergraduate degree program at UCA is nationally ranked. Students from UCA were the first in the country to be conferred the University Associate Certified Insurance Counselor (UACIC) designation. The UACIC designation was created to give college students pursuing an insurance and risk management undergraduate degree the opportunity to attain a new level of professionalism through advanced practical education while in college. This designation is a program of the National Alliance Research Academy.