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CPIA schedule & registration

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Please note: Registration processing will not be completed without full payment at the time of registration form submission. Submission of a registration form without proper payment will not hold your spot in a program.

Cancellation Policy: Cancellations received 1 calendar week prior to classroom programs are fully refundable/transferable. A partial transfer will be granted up to 5 business days after the program upon request.

Registration: Each 2012 PIA-sponsored core CPIA early bird registration is $185 member, $225 nonmember. Within 1 calendar week of program date, fee is $195 member, $235 nonmember.

Registration fee includes refreshments, instruction and materials.

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2012 schedule announced, see below for details

The Certified Professional Insurance Agent designation program

Earn a nationally-recognized designation without taking any exams.

Student feedback:
"I think it was a great program and I’m proud of my designation."

"It is very informative and provides insight in how to close the sale on a piece of business."

'Excellent, especially for new producers as a first designation."

'After only one course I was excited to take other courses. I believe having designations are important for me and to our clients and companies."

'Excellent program insightful and i didn’t realize how much I needed it.'

'Great program. Probably the most interesting and useful courses I’ve attended."

The CPIA designation is approved by Utica Mutual for E&O loss prevention credit. This credit is applied once the designation is achieved. Please call PIA's E&O department for details.

Who should attend? Any employee of an agency or insurance-related business that desires to learn how to efficiently create and distribute effective insurance programs.

Notification of Completion of the Designation Requirements. Upon completion of the series of three Insurance Success Seminars, CPIA designation candidates are notified of their eligibility. Candidates are awarded the designation and will be notified by letter from the AIMS Society. Diplomas are awarded during the Annual Conferment Ceremony held in conjunction with the annual PRO-to-PRO Executive Retreat. If a new designee is unable to attend the ceremony, diplomas are mailed after the retreat.

Maintaining the CPIA designation The CPIA designation stands for professionalism, commitment to training and results, and technical knowledge. The designation requires a bi-annual update that can be satisfied through participation in one of the three core Insurance Success Seminars, a regional marketing training event, an Advanced Insurance Success seminar, or by attending the AIMS Society's annual PRO-to-PRO Executive Retreat. The newest option is to become a member of the AIMS Society at the Individual or Agency Level (membership is renewed annually). As long as membership is maintained, the update requirement will be met.

 

Connecticut schedule

Date / Time
Program Title / Location
CE Credits / Speaker Registration Info
Mar. 27, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success LRE 2, PC 5 $185
$225
Member
Nonmember
Four Points by Sheraton- Meriden, Meriden Sheldon Hansen, CIC, CRM

May 23, 2012
8:30 a.m.-4 p.m.
CPIA Advanced Commercial Lines Risk Analysis for E&O Loss Prevention^FF^UM *Satisfies the CPIA designation's bi-annual update requirement. Non-CPIAs may also attend 7 $185
$225
Member
Nonmember
Four Points by Sheraton- Meriden, Meriden Sheldon Hansen, CIC, CRM

Oct. 10, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success LH 2, PC 5 $185
$225
Member
Nonmember
Four Points by Sheraton- Meriden, Meriden Sheldon Hansen, CIC, CRM

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New York schedule

Date / Time
Program Title / Location CE Credits / Speaker Registration Info
Mar. 28, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Hilton Garden Inn, Newburgh Sheldon Hansen, CIC, CRM

Mar. 29, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Four Points Sheraton, Plainview Jack Monahan, CPIA, CLU, ChFC, CIC, AAM

April 17, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
PIA Headquarters, Glenmont *CPIA Marathon 2012! Mishell Magnusson, CIC, CISR, FIPC

April 18, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
PIA Headquarters, Glenmont *CPIA Marathon 2012! Mishell Magnusson, CIC, CISR, FIPC

April 19, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
PIA Headquarters, Glenmont *CPIA Marathon 2012! Mishell Magnusson, CIC, CISR, FIPC

May 16, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Hilton Garden Inn, Newburgh Sheldon Hansen, CIC, CRM

May 17, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Four Points Sheraton, Plainview Jack Monahan, CPIA, CLU, ChFC, CIC, AAM

May 22, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Merchants Mutual Insurance Company, Buffalo Mishell Magnusson, CIC, CISR, FIPC

May 23, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Merchants Mutual Insurance Company, Buffalo Mishell Magnusson, CIC, CISR, FIPC

May 24, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
TBA, Ithaca Mishell Magnusson, CIC, CISR, FIPC

June 19, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Merchants Mutual Insurance Company, Buffalo Mishell Magnusson, CIC, CISR, FIPC

June 20, 2012
9 a.m.- 5 p.m.
CPIA 2: Implement for Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Andrews Agency, Ithaca Mishell Magnusson, CIC, CISR, FIPC

June 21, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Andrews Agency, Ithaca Mishell Magnusson, CIC, CISR, FIPC

Sept. 5, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Hilton Garden Inn, Newburgh Sheldon Hansen, CIC, CRM

Sept. 6, 2012
9 a.m.-5 p.m.
CPIA 3: Sustain Success 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
Four Points Sheraton, Plainview Sheldon Hansen, CIC, CRM

Oct. 9, 2012
8:30 a.m.-4 p.m.
CPIA Advanced Commercial Lines Risk Analysis for E&O Loss Prevention^FF^UM *Satisfies the CPIA designation's bi-annual update requirement. Non-CPIAs may also attend 7 PC, BR, C3, PA, LA, C1, LB, LSB $185
$225
Member
Nonmember
PIA Headquarters, Glenmont Sheldon Hansen, CIC, CRM

New Jersey schedule

Date / Time
Program Title / Location CE Credits / Speaker
Registration Info
Nov. 18, 2011
9 a.m.- 5 p.m.
CPIA 1: Position for Success 7
$185
$225
Member
Nonmember
ADP/Statewide Insurance Agencies Inc., Florham Park*DATE CHANGE, was 10/20 Sheldon Hansen, CIC, CRM

Feb. 28, 2012
9 a.m.- 5 p.m.
CPIA 1: Position for Success 7
$185
$225
Member
Nonmember
Crowne Plaza, Edison Mike Bergstein

Mar. 15, 2012
9 a.m.-4:30 p.m.
CPIA update seminar-also open to all: Advanced Commercial Lines Risk Analysis for E&O Loss Prevention ^FF^UM TBA $ 185
$225
Member
Nonmember
  Crowne Plaza, Edison

May 22, 2012
CPIA 2: Implement for Success 7
$185
$225
Member
Nonmember
9 a.m.- 5 p.m.
Crowne Plaza, Edison Mike Bergstein

Sept. 11, 2012
9 a.m.- 5 p.m.
CPIA 3: Sustain Success 7
$185
$225
Member
Nonmember
Crowne Plaza, Edison Mike Bergstein

New Hampshire schedule

 
Date / Time
Program Title / Location
CE Credits / Speaker Registration Info
April 24, 2012
8:30 a.m.- 4:30 p.m.
CPIA 1: Position for Success 5 GEN, 2 ETHICS $185
$225
Member
Nonmember
Marriott Courtyard & Grappone Conference Center, Concord Mishell Magnusson, CIC, CISR, FIPC

June 26, 2012
8:30 a.m.- 4:30 p.m.
CPIA 2: Implement for Success 7 GEN $185
$225
Member
Nonmember
Marriott Courtyard & Grappone Conference Center, Concord Mishell Magnusson, CIC, CISR, FIPC

Nov. 13, 2012
8:30 a.m.- 4:30 p.m.
CPIA 3: Sustain Success 5 GEN, 2 Ethics $185
$225
Member
Nonmember
Holiday Inn Manchester Airport, Concord Mishell Magnusson, CIC, CISR, FIPC


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