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2008 Lunch 'N' Learn Teleconference Series: Sign Up Today To Get The Latest. Start time: Noon ET ; duration approx. 45 min.-1 hour ( *Eastern time zone ) / Place: Your conference room/office Participants will need: Internet e-mail access to receive/view support materials; A telephone (or speakerphone if multiple participants) Reg. fees per phone line dialing in: Cancellation Policy: If you are unable to join us for the teleconference, call to cancel at least four working days prior to the program for the registration fee to be fully refunded. Missed a Lunch 'n' Learn? Order a CD reproduction today—Call (800) 424-4244 or click here for the order form. |
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| 2008 schedule— Register your office today. Tues., May 13: Homeowners' Policy Beyond the Basics: Subtleties, Nuances, etc. This program is designed for anyone who sells or services HO Policies.
This informative program will address some of the lesser known—or misunderstood— policy wording and answers questions such as, “If Mom and Dad retire to Florida, but they keep the original house so that their son or daughter can continue to live there, is the son or daughter still an insured on Mom and Dad's policy?”; “You have a party at your house…Someone has “a few drinks” and goes driving away…Host Liquor Liability – Is it a “Now you see it (HO '91)…Now you don't (HO '00)” situation?”; “Loss Assessment coverage: How do the Homeowners Policy forms deal with the master policy deductible?”; “Are foundations covered?”; “Do I have coverage if I borrow my friend's camera and it gets stolen while I'm on vacation?” ... We'll explore these topics and more. Learning objectives:
Thurs., May 29: D&O Insurance – What's All the Fuss? This program is designed for commercial lines and personal lines professionals that answer questions about coverage for service on boards for their personal lines customers.
This program is an intermediate course that will review the need for profit, private and not-for-profit organizations to purchase Directors and Officers Liability coverage. We will discuss where claims arise from, why the coverage is needed and the types of actions that can be brought against our insureds. Every commercial insured should be offered a D&O policy. This program will emphasis some of the reasons why. Learning objectives:
Participants will gain a better understanding of why public, private and non-profit organizations should consider the purchase of a D&O policy. We will explore the gaps in coverage that exist in basic insurance contracts and where the D&O contract can fill some of these gaps. Tues., June 17: Coinsurance
and Valuation Clause This program is designed for anyone in the insurance business who deals with property insurance, whether personal or commercial. It is especially recommended for individuals relatively new to the business, but also should be considered by experienced individuals in order to clarify any misconceptions or simply as a “refresher” to help in explaining it to insureds.
The Coinsurance Clause in the commercial property forms and the Valuation Clause in the BOP and Homeowners' Policies have been very misunderstood not only by the public, but also by many insurance professionals. In today's insurance environment, coinsurance penalties are becoming more and more common. E&O claims are arising because many insureds are not carrying limits high enough to meet the coinsurance requirements and the insureds are blaming their agents for not explaining coinsurance to them. This program will explain how these provisions work and clarify the misconceptions surrounding them. Learning objectives:
Thurs., Sept. 18: Collision Damage Waiver vs. Auto Insurance – Good, The Bad and The Really Ugly! (All states EXCEPT New York) This program is designed for anyone and everyone who works on either personal or commercial auto policies.
Rental car agreements can open up a number of “coverage gap” issues not fully addressed by auto policies. This course will review just what are our insured's are agreeing to when signing these contracts and how our current auto policies address the contractual responsibility. The program will begin with a review of some current rental agreements and then compare what coverage is granted by the personal and commercial auto policies. Learning objectives:
Thurs., Oct. 23: Valuation – Part 1: A Slippery Slope (includes courts' definition of ACV and challenges of the “Broad Evidence Rule”) Topic is germane for both personal & commercial lines. LEVEL: Intermediate-Advanced Property polices generally include one of two valuation methods - Actual Cash Value or Replacement Cost. Since most policies do not define “Actual Cash Value” the courts have had to decide, in many cases, what ACV means. In this course we will explore the courts definition of ACV and the challenges we face with the introduction of the “Broad Evidence Rule”.
Fri., Oct. 31: Valuation – Part 2: So Many Choices (includes options available to amend valuation methods) Topic is germane for both personal & commercial lines. LEVEL: Intermediate-Advanced Unendorsed property polices generally include one of two valuation methods - Actual Cash Value or Replacement Cost. However, with the various options available to amend these two valuation methods, which one is right for our insureds? What is Agreed Value? What is the difference between Replacement Cost and Functional Replacement Cost? This course will answer some of these and other burning valuation questions.
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Instructor bios Michael D'Orlando, CIC, CPIA He began instructing in 1989 and in 1998 established Educational Training and Consulting Services as a full-time instructor and consultant providing programs and services for agencies, carriers and professional associations nationwide. He teaches a wide range of personal and commercial lines courses and seminars including the entire CISR program and in addition to instructing various CIC topics, serves as an Educational Consultant for the Society of CIC. Michael is a past MAIA representative for the State Continuing Education Course Review Committee in Massachusetts. He is also an active community member, having served as Chairman of the Board of Assessors in Bolton, MA, President of the Hudson,MA Chamber of Commerce, President of the Hudson Rotary Club and Town Moderator for the Town of Bolton. Michael graduated from Northeastern University in Boston with a B.A. degree in Sociology and earned his CIC designation in 1991. Michael Eserner Michael Eserner is a senior staff professional at the New York Property Insurance Underwriting Association and was a co-presenter with Gerry at the Dec. 12, 2007 PIA NY Legislative Programs. He has been involved at every step in NYPIUA's role as administrator of C-MAP. Recently, he oversaw many improvements requested by PIA NY members and others, including an on-line C-MAP application and a new, far speedier submission process that quickly tells agents and clients whether they will be offered coverage. He serves as vice president for large risk and public benefit programs at NYPIUA. Robin Federici,
CPCU, AAI, ARM, CPIW
For over fifteen years, Robin served as the Director of Education and Communications -- and then Assistant Executive Vice President -- for Rhode Island's largest professional trade association for independent insurance agents and brokers. In 2003, Robin formed her own training and consulting company, – Insurance Education & Training Associates, LLC (IETA). Robin earned the Accredited Adviser in Insurance (AAI) designation in 1987. In 1992 she earned the Chartered Property Casualty Underwriter (CPCU) designation and in 1999, the Associate in Risk Management (ARM) designation. She is a past president of the RI Chapter Society of CPCU and is currently serving as a member of their Scholarship Board. Robin also serves as a National Governor and member of the national Society of CPCU Board of Governors. Robin has served the Independent Insurance Agents and Brokers of America (IIABA) on several committees, most recently as a member of the ACSR sub-committee and the Virtual University Research and Development Committee. Robin was also a long-time member of the Accredited Customer Service Representative (ACSR) Advisory Committee of the Insurance Institute of America/American Institute of CPCU. Rita Hollada, CIC, CPCU, CPIA Rita earned the designation of Accredited Advisor in Insurance in 1983, followed by the designations of Chartered Property Casualty Underwriter in 1987, and Certified Insurance Counselor in 1988. In 1997, she was awarded PIA National's Presidential Award for her work with flood insurance and natural disaster legislation. She received the CPIA designation in 1998 after assisting that organization with the development of its Saleswise Success Seminars. Mishell K. Magnusson, CIC, CISR, FIPC Mishell currently holds a New York State Property and Casualty Brokers License; a New York State Life and Health Brokers License; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; and the Federation of Insurance Professional Counselor (FIPC) designation. Mishell is a frequent speaker for PIA of NY, NJ, CT and NH for Certified Insurance Service Representative (CISR) programs and various other topics. Mishell is a Past President of the Federation of New York Insurance Professionals and serves on the board of the Insurance Professionals of the Mohawk Valley along with being a member of the National Notary Association. She is the current President of the Madison County Historical Society Board of Trustees. Gerry Scatta Bryan Tilden, CIC, CPCU, CLU, ChFC, ARM, ALCM Tilden has been active in insurance education as a grading panel member for the Insurance Institute of America and the American Institute for Property Liability Underwriters. He has served on the Education and Technical Committees for the IIANC and worked with the State of North Carolina on pre-licensing and continuing education. In 1988, IIANC presented him with the Ernest F. Young Education Award, and in 1989 Agent of the Year. He has taught in schools for both the PIA and IIA, been a speaker at RIMS and C.P.C.U. meetings, and has spoken at various conventions. He is a National Faculty Member for the Society of Certified Insurance Counselors. As a volunteer in the Scouting program, he serves as a trainer for the Girl Scouts, and Council Eagle Advancement Chairman for the Boy Scouts. An active volunteer in the fire and rescue services, Tilden is an internationally certified technical rescue instructor. He is a member of the International Association of Arson Investigators along with their NC Chapter, and teaches arson investigation courses. |
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| LnL FAQ
What is the purpose of Lunch 'n' Learn? PIA's Lunch 'n' Learn programs provide member agencies and their employees with practical education. Subjects are selected to assist participants in running their agencies and/or serving their clients more efficiently. Programs will be less than one hour in duration and will include valuable summaries to print out, keep and share. The seminars are conducted via operated-assisted conference calls and will be open to an unlimited number of participants at your agency or company. (Fee is per phone line).
Lunch 'n' Learn programs are conducted between noon -1 p.m. Participants
must register in advance and will be provided with conference call access
pass code and visual/pass out materials in advance via e-mail. Participants
are encouraged to have multiple employees at each phone site (with speaker
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What are participants saying about this innovative program? "It was nice that we didn't have to drive anywhere and leave the office understaffed for 1/2 of the day. I think we all got something out of the session. Would definitely participate in the future." "Overall-great job, we will be back for another session." "Everything seems easy to understand here. Good job!" "I enjoyed your series this afternoon, it was very informative and we all learned something new." "L'n'L format is good - an easy time for people to be available. Liked the audio format. Short session on specific topic was good. Ample opportunity for Q&A-all our questions were answered during the session. Our agency will be "regulars" at future sessions!" "The time frame was perfect. This subject lent itself to lunch hour training. The inclusion of participant questions was helpful and timed well in presentation. Extra materials also very helpful as a future resource." |
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PIA’s exclusive, award-winning Lunch 'n' Learn programs bring practical, “must-know” topics right into your agency. Agency staff will learn information targeted to help them perform their jobs better—all in under an hour (starting at noon), without leaving the office. Register for Lunch 'n' Learn and, using a speaker phone and a computer, you can offer this learning opportunity to multiple staff at once. Just register for the program, provide the email address of the primary participant, and let PIA do the rest! |
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Participants receive via e-mail:
Participants are encouraged to “brown-bag” their lunch and gather around a speaker phone to maximize the value your agency can receive from this program.NOTE: (Lunch 'n' Learn programs are NOT being filed for CE, so participants will NOT need to take a monitored exam on the content.) |
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What are the benefits of participating in PIA's Lunch 'n' Learn audio conference education series?
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It's much like a large conference call, but in a more controlled, interesting, radio-program-like environment. Participants call in on an 800 number, answered by a live operator. Sit back and listen to the presentations and submit questions via e-mail for the Q&A session. Follow along with your speaker as they guide you through the multimedia presentations. Gather your staff around your conference table's speakerphone and have everyone benefit from the advice and information shared. |
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How will this teleconference work? The program comes to you via a teleconference. During the call, the instructor will guide participants through the presentation and support materials. The audio conference will alternate between presentations by the instructor (s) and comments and questions posed by you and other attendees via e-mail. Each registration entitles one phone line from your agency to access the teleconference program. You may have an unlimited number of participants in your office. During the program, participants can e-mail their questions to the speaker. The speaker will answer your questions, time permitting. Speakers will also remain available after the program to e-mail answers to any questions that could not be covered during the call. |
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