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New York Annual Education Schedule


CE courses are approved for NYCE credit through 11/30/15 Provider no. NYPO-100002

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Date / Time Program Title / Location CE Credits / Speaker Registration Info
Sep. 4, 2014
Class: 10 AM-1 PM
Webinar: E&O Hotspots - 2014 and Beyond ^FF ^UM
*Sponsored by Utica Mutual Insurance Co.
3 BR, C1, C3, LA, LB, LSB, PA, PC $75.00
$150.00
Member
Nonmember
Webinar Curt Pearsall, CPCU, CPIA

Sep. 8, 2014
7 Weeks
NEO Series: Personal Lines Coverage Basics
CE Credit Not Applicable. This is an Online Computer Course for unlicensed/new employees.
$290.00
$330.00
Member
Nonmember
NEO: Online Course

Sep. 8, 2014
8 Weeks
NEO Series: New Employee Orientation for Agency Personnel
CE Credit Not Applicable. This is an Online Computer Course for unlicensed/new employees.
$270.00
$305.00
Member
Nonmember
NEO: Online Course

Sep. 9, 2014
Class: 9 AM-5 PM
2014-2015 CPIA 2: Implement for Success 7 BR, C1, C3, LA, LB, LSB, PA, PC $185.00
$250.00
Member
Nonmember
BELFOR Property Restoration, Ronkonkoma Sheldon D Hansen, CIC, CRM, CPIA -Postponed-

Sep. 9, 2014
Class: 9 AM-5 PM
2014-2015 CPIA 3: Sustain Success 7 BR, C1, C3, LA, LB, LSB, PA, PC $185.00
$250.00
Member
Nonmember
Hilton Garden Inn Newburgh/Stewart Airport, Newburgh Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Sep. 10, 2014
09/10/2014-09/13/2014
2014 CIC Agency Management Institute ^FF,^ UM ^FF ^UM 15 BR, C1, C3, LA, LB, LSB, PA, PC $420.00
Holiday Inn, Plainview Steve Anderson, CIC; Douglas J Fleming, LUTCF; Paul Monacelli, CPIA, CIC

Sep. 16, 2014
Reg: 8 AM, Class: 8:30 AM-1 PM
NY AIP Producer Procedures Course 5 BR, C3, PA, PC $150.00
Ramada Adria, Bayside Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Sep. 17, 2014
Class: 9 AM-5 PM
2014 DOSR: Dynamics of Service 7 BR, C1, C3, LA, LB, LSB, PA, PC $170.00
Four Points by Sheraton Plainview, Plainview Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Sep. 18, 2014
Class: 10 AM-11:45 AM
Webinar: Agency Underwriting Profitability & Contingency Bonus Maximization 2 BR, C1, C3, LA, LB, LSB, PA, PC $50.00
$100.00
Member
Nonmember
Webinar Rebecca Lathrop, CIC, CPIA

Sep. 23, 2014
Class: 9 AM-5 PM
2014-2015 CPIA 3: Sustain Success 7 BR, C1, C3, LA, LB, LSB, PA, PC $185.00
$250.00
Member
Nonmember
PIA Headquarters, Glenmont John Fear, CPIA, CISR, CPSR

Sep. 23, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PM: Personal Lines Miscellaneous
(**Exam is optional. Required only for those pursuing the CISR designation.)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
Great Escape Lodge, Queensbury Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Sep. 23, 2014
Class: 10 AM-11:30 AM
Webinar: An Intro to Cloud Computing & Managed Network Services, Data Security, Business Continuity NOT APPLICABLE for CE credit $25.00
$50.00
Member
Nonmember
Webinar

Sep. 24, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PM: Personal Lines Miscellaneous
(**Exam is optional. Required only for those pursuing the CISR designation.)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
PIA Headquarters, Glenmont Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Sep. 25, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PM: Personal Lines Miscellaneous
(**Exam is optional. Required only for those pursuing the CISR designation.)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
Holiday Inn Utica, New Hartford Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Sep. 30, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PM: Personal Lines Miscellaneous
(**Exam is optional. Required only for those pursuing the CISR designation.)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
Holiday Inn Buffalo-Intl Airport, Cheektowaga Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 1, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PM: Personal Lines Miscellaneous
(**Exam is optional. Required only for those pursuing the CISR designation.)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
Double Tree Rochester, Rochester Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 2, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PM: Personal Lines Miscellaneous
(**Exam is optional. Required only for those pursuing the CISR designation.)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
Hampton Inn & Suites Binghamton/Vestal, Vestal Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 2, 2014
Class: 10 AM-11 AM
Webinar: Agency Staffing, Performance, and Job Evaluations NOT APPLICABLE for CE credit $25.00
$50.00
Member
Nonmember
Webinar Jonathan Persky, CPA, CIC, PHR

Oct. 7, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PR: Insuring Personal Residential Property
(**Exam is optional. Required only for those pursuing the CISR designation.)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
PIA Headquarters, Glenmont Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 8, 2014
Class: 9 AM-5 PM
2014-2015 CPIA 3: Sustain Success 7 BR, C1, C3, LA, LB, LSB, PA, PC $185.00
$250.00
Member
Nonmember
BELFOR Property Restoration, Ronkonkoma Sheldon D Hansen, CIC, CRM, CPIA -Postponed-

Oct. 9, 2014
Class: 9 AM-12:30 PM
CE Marathon: Personal Risk Management: Cars, Homes, Life & Health 4 BR, C3, PA, PC $85.00
$125.00
Member
Nonmember
Holiday Inn, Plainview Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 9, 2014
Class: 1:30 PM-4:30 PM
CE Marathon: Condominium Coverages & Common Homeowners Endorsements 3 BR, C3, PA, PC $85.00
$125.00
Member
Nonmember
Holiday Inn, Plainview Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 10, 2014
Class: 1:30 PM-5 PM
CE Marathon: Casualty Issues & Answers- Getting It Right 4 BR, C3, PA, PC $85.00
$125.00
Member
Nonmember
Holiday Inn, Plainview Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

Oct. 10, 2014
Class: 9 AM-12:30 PM
CE Marathon: CGL Issues & Answers- Getting It Right 4 BR, C3, PA, PC $85.00
$125.00
Member
Nonmember
Holiday Inn, Plainview Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

Oct. 13, 2014
7 Weeks
NEO Series: Delivering Quality Service to the Customer and Employer
CE Credit Not Applicable. This is an Online Computer Course for unlicensed/new employees.
$270.00
$305.00
Member
Nonmember
NEO: Online Course

Oct. 13, 2014
8 Weeks
NEO Series: New Employee Orientation for Agency Personnel
CE Credit Not Applicable. This is an Online Computer Course for unlicensed/new employees.
$270.00
$305.00
Member
Nonmember
NEO: Online Course

Oct. 13, 2014
9 Weeks
NEO Series: Commercial Lines Coverage Basics
CE Credit Not Applicable. This is an Online Computer Course for unlicensed/new employees.
$300.00
$340.00
Member
Nonmember
NEO: Online Course

Oct. 15, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PR: Insuring Personal Residential Property
(**Exam is optional. Required only for those pursuing the CISR designation.)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
Holiday Inn, Plattsburgh Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 16, 2014
Class: 9 AM-5 PM
2014 DOSR: Dynamics of Service 7 BR, C1, C3, LA, LB, LSB, PA, PC $170.00
Sheraton Syracuse University Inn, Syracuse Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 16, 2014
Class: 10 AM-1 PM
Webinar: E&O Hotspots - 2014 and Beyond ^FF ^UM
*Sponsored by Utica Mutual Insurance Co.
3 BR, C1, C3, LA, LB, LSB, PA, PC $75.00
$150.00
Member
Nonmember
Webinar Curt Pearsall, CPCU, CPIA

Oct. 20, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR 1 IC: Commercial Casualty I - CGL, AI
(**Exam is optional. Required only for those pursuing the CISR designation.)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
Loyal Order of Moose Lodge 426, Montour Falls Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 21, 2014
Class: 9 AM-5 PM
2014-2015 CPIA 3: Sustain Success 7 BR, C1, C3, LA, LB, LSB, PA, PC $185.00
$250.00
Member
Nonmember
Merchants Mutual Ins Co, Buffalo Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 21, 2014
Class: 10 AM-11 AM
Webinar: Top Ten Personal Lines Endorsements 1 BR, C3, PA, PC $25.00
$50.00
Member
Nonmember
Webinar Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

Oct. 22, 2014
Class: 9 AM-5 PM
2014-2015 CPIA 2: Implement for Success 7 BR, C1, C3, LA, LB, LSB, PA, PC $185.00
$250.00
Member
Nonmember
Andrews Agency Inc, Cortland Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 22, 2014
10/22/2014-10/25/2014
2014 CIC Commercial Property Institute 15 BR, C3, PA, PC $420.00
Hyatt Place, Malta Douglas J Fleming, LUTCF; Sheldon D Hansen, CIC, CRM, CPIA; Mark A Palinkas, CIC; Catherine L Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS

Oct. 23, 2014
Class: 9 AM-5 PM
2014-2015 CPIA 3: Sustain Success 7 BR, C1, C3, LA, LB, LSB, PA, PC $185.00
$250.00
Member
Nonmember
Andrews Agency Inc, Cortland Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 23, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR AO: Agency Operations
(**Exam is optional. Required only for those pursuing the CISR designation)
7 BR, C1, C3, LA, LB, LSB, PA, PC *** 1 additional CE credit upon passing the exam $170.00
Hilton Garden Inn Newburgh/Stewart Airport, Newburgh Sheldon D Hansen, CIC, CRM, CPIA

Oct. 28, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PA: Insuring Personal Auto Exposures
(**Exam is optional. Required only for those pursuing the CISR designation)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
PIA Headquarters, Glenmont Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Oct. 29, 2014
Class: 8 AM-3:45 PM, Exam: 4:15 PM
2014 CISR PA: Insuring Personal Auto Exposures
(**Exam is optional. Required only for those pursuing the CISR designation)
7 BR, C3, PA, PC *** 1 additional CE credit upon passing the exam $170.00
Hilton Garden Inn Newburgh/Stewart Airport, Newburgh Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Nov. 10, 2014
8 Weeks
NEO Series: New Employee Orientation for Agency Personnel
CE Credit Not Applicable. This is an Online Computer Course for unlicensed/new employees.
$270.00
$305.00
Member
Nonmember
NEO: Online Course

Nov. 10, 2014
7 Weeks
NEO Series: Personal Lines Coverage Basics
CE Credit Not Applicable. This is an Online Computer Course for unlicensed/new employees.
$290.00
$330.00
Member
Nonmember
NEO: Online Course

Nov. 13, 2014
Class: 8:30 AM-4 PM
CPIA 2013-2015 Advanced Personal Lines Risk Analysis for E&O Loss Prevention (NY) ^FF ^UM
This is an update course for CPIA designation holders; however, enrollment is open to non-CPIAs as well.
7 BR, C1, C3, LA, LB, LSB, PA, PC $185.00
$250.00
Member
Nonmember
PIA Headquarters, Glenmont Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Nov. 14, 2014
Class: 10 AM-11 AM
Are You Linked In? What it can do for you and your agency NOT APPLICABLE for CE credit $20.00
$40.00
Member
Nonmember
Webinar Katherine Kemp Jensen, CIC, LUTCF, CLTC

Nov. 21, 2014
Class: 10 AM-1 PM
Exploring the Personal Umbrella/Excess Policy 3 BR, C3, PA, PC $75.00
$150.00
Member
Nonmember
Webinar Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

Nov. 30, 2014
Class: 12 AM-12 AM
Advertising, Rebating and Referrals: Staying Compliant When Designing Your Marketing Plans 12 BR, C1, C3, LA, LB, LSB, PA, PC Self Study Course with PIA Monitored Exam. $90.00
$135.00
Member
Nonmember

Dec. 2, 2014
Class: 10 AM-1 PM
Webinar: Ethics - Something Worth Pursuing 3 BR, C1, C3, LA, LB, LSB, PA, PC $75.00
$150.00
Member
Nonmember
Webinar Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

Dec. 4, 2014
Class: 10 AM-12 PM
NY AIP Producer Procedures Webinar Course Part 1 of 2 2 BR, C3, PA, PC $50.00
Webinar Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Dec. 5, 2014
Class: 10 AM-12 PM
NY AIP Producer Procedures Webinar Course Part 2 of 2 2 BR, C3, PA, PC $50.00
Webinar Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Dec. 10, 2014
Class: 10 AM-11 AM
Webinar: Top Ten Commercial Lines Endorsements 1 BR, C3, PA, PC $25.00
$50.00
Member
Nonmember
Webinar Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

Jan. 14, 2015
01/14/2015-01/17/2015
2015 CIC Personal Lines Institute $420.00
Hyatt House, Fishkill Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS; Kathleen Silvia, CIC, CPCU, CPIW, LIA; Scott A Treen, CIC

Mar. 18, 2015
03/18/2015-03/21/2015
2015 CIC Commercial Casualty Institute $420.00
Turning Stone Casino Resort, Verona Kevin John Brady, CIC; Douglas J Fleming, LUTCF; Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS; Mark A Palinkas, CIC

Apr. 22, 2015
04/22/2015-04/25/2015
2015 CIC Agency Management Institute $420.00
Holiday Inn Express Latham, Latham

May. 6, 2015
05/06/2015-05/08/2015
2015 CIC Commercial Property Institute $420.00
Hilton Garden Inn Buffalo Airport, Buffalo Duane DiPirro, CIC, CPCU, AU; Douglas J Fleming, LUTCF; Sheldon D Hansen, CIC, CRM, CPIA; Mark A Palinkas, CIC

May. 13, 2015
05/13/2015-05/16/2015
2015 CIC Life and Health Institute $420.00
Four Points by Sheraton Plainview, Plainview Douglas J Fleming, LUTCF; Mike McLaughlin, CIC, CLU, ChFC, RHU; Thomas Sanders, CIC, CPIA

Aug. 12, 2015
Class: 8 AM-5 PM
2015 NY James K. Ruble Graduate Seminar (Aug. 12-13) $420.00
Turning Stone Casino Resort, Verona Paul W Burkett, JD, CPCU, CRM, CIC, ARM, ALCM; Patrick Deem Sr, CIC; Douglas J Fleming, LUTCF; Jerry Rhinehart, CIC, CLU, ChFC, RHU

Sep. 30, 2015
09/30/2015-10/03/2015
2015 CIC Commercial Casualty Institute $420.00
Holiday Inn, Plainview Patrick Deem Sr, CIC; Duane DiPirro, CIC, CPCU, AU; Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS

Oct. 8, 2015
Class: 8 AM-5 PM
2015 CISR PA: Insuring Personal Auto Exposures $170.00
Great Escape Lodge, Queensbury Mishell K Magnusson, CIC, CISR, CPIA, AAI, FIPC

Nov. 10, 2015
11/10/2015-11/11/2015
2015 NY James K. Ruble Graduate Seminar (Nov. 10-11) See More Info
Crowne Plaza, Suffern, Suffern Patrick Deem Sr, CIC; Ian R Greenway, CIC, CMIP, ITP, PWCA; Jerry Rhinehart, CIC, CLU, ChFC, RHU

Apr. 20, 2016
04/20/2016-04/21/2016
2016 NY James K. Ruble Graduate Seminar (Apr. 20-21) $420.00
Great Escape Lodge, Queensbury

May. 4, 2016
05/04/2016-05/07/2016
2016 CIC Personal Lines Institute $420.00
Hilton Garden Inn Buffalo Airport, Buffalo

Sep. 21, 2016
09/21/2016-09/24/2016
2016 CIC Agency Management Institute $420.00
Holiday Inn, Plainview

Nov. 1, 2016
11/01/2016-11/02/2016
2016 NY James K. Ruble Graduate Seminar (Nov. 1-2) $420.00
Crowne Plaza, Suffern, Suffern


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