PIANY CE Marathon | Earn up to 15 NYCE credits!

Oct. 9-10, 2014
Holiday Inn • Plainview, N.Y.

Join PIANY for an event that delivers top-notch education sessions, expert instructors, networking and a good excuse to get out of the office!

Earn up to 15 NYCE credits—day 1 focuses on personal lines; day 2 on commercial lines. Insurance experts Steven D. Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS, and Mishell Magnusson, CIC, CISR, AAI, FIPC, CPIA, bring their expertise to Long Island!

Unsure of your CE deadlines? Check out our exclusive Licensing/CE Compliance Central.

Sponsorship opportunities are available, get more info here.

Personal risk management:
Cars, homes, life and health

Thurs., Oct. 9, 2014

9 a.m.-12:30 p.m.

4 BR, C3, PC, PA
(NYCR-239229)

Mishell Magnusson, CIC, CISR, AAI, FIPC, CPIA

Discussion points: Physical assets (buildings, personal property, etc.), earthquake, flood, auto, watercraft, HO loss of use, internet exposures and human assets (life, disability)

Condominium coverages and common homeowners endorsements

Thurs., Oct. 9, 2014

1:30-4:30 p.m.

3 BR, C3, PC, PA
(NYCR-239224)

Mishell Magnusson, CIC, CISR, AAI, FIPC, CPIA

Discussion points: Differences in ownership between condos and townhouses, the importance of analyzing the Condo Association’s Declaration and Bylaws in insuring condos, “bare walls concept” and broad form (single entity) concept of condo unit ownership, differences between coverages found in the HO 3 vs. the HO 6, endorsements, water back up and sump discharge or overflow, earthquake, permitted incidental occupancies, business pursuits, Ordinance or Law increased amount of coverage.

CGL issues and answers—
getting it right

Fri., Oct. 10, 2014

9 a.m.-12:30 p.m.

4 BR, C3, PC, PA
(NYCR-239222)

Steven D. Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

Discussion points: Occurrence and claims-made triggers, who is an “insured”, theories of allocation of losses, liquor liability, the CGL and contractual liability, additional CGL coverage issues.

Casualty issues and answers—
getting it right

Fri., Oct. 10, 2014

1:30-5 p.m.

4 BR, C3, PC, PA
(NYCR-239223)

Steven D. Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

Discussion points: Excess/Umbrella Liability Coverage, tangible vs. intangible property and data/network security, certificates of insurance and additional insured endorsements, faulty workmanship, business auto issues and workers compensation & employers liability.

About your insutrctors

Steven D. Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

… is the founder and principal of Lyon Consulting Services LLC, an independent management conculting and educational firm. Lyon utilizes the 24 years of expertise and experience that come from owning, operating and managing one of the most respected and profitable insurance agencies in northern New Jersey. In addition to owning an independent agency, Lyon has served as the regional director of education for a large brokerage firm, and was a regional vice president in charge of pesonal lines for the insurance division of a banking institution. He provides a wide variety of management tools and guidance techniques to assist agencies with practical, hands-on knowledge, measurably improving their efficiency, effectiveness and profitability. He has earned his CPCU, CIC, CRM, AAI, ARM and AIS designations and lectures for many agencies and companies in the tri-state area. Lyon has worked with PIA and the Society of CIC; and his consistently high ratings and unique teaching style make him a favorite among seminar attendees.

Mishell Magnusson, CIC, CISR, AAI, FIPC, CPIA

… is the co-owner of KJM Consulting and Training Inc. in Munnsville, N.Y. The firm specializes in providing a broad range of high quality training programs to insurance agencies, insurance companies and banks throughout the Northeast. These programs, normally designed for continuing education credits, cover all areas of the insurance and banking business, providing comprehensive education at all levels. Topics include entry level insurance, customer service, commercial lines sales and service, personal lines sales and service as well as management techniques. In addition to the customized training KJM also provides consulting services focusing on errors and ommissions, procedure manual development and implementation as well as agency management training techniques. A member of the Associate Faculty of Certified Insurance Counselors, Mishell is a frequent speaker for Professional Insurance Agents of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs along with various other topics. Mishell is a past president of the Federation of New York Insurance Professionals and is a board member of the Insurance Professionals of the Mohawk Valley. She is the current president of the Madison County Historical Society along with being a member of the National Notary Association.