PIANY SmartTalk CE Newsletter

PIA SmartTalk CE newsletter-- June 2009

pProfessional Insurance Agents of New York, Inc.

Fresh topics coming your way: PIA Lunch and Learn teleconference schedule. Upcoming programs include Wed., Sept. 2: Insurance to Value and Thursday, Sept. 17: How To Value Insurance Agencies. For more information, or to register for any of these programs, click here.

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CIC designees: PIA presents the Ruble Graduate Seminar, Aug. 5-7, 2009, Water's Edge Resort & Spa, Westbrook.
Need your CIC update? Join us at the beautiful Water's Edge in Westbrook. Remember, to attend a Ruble Seminar, a participant must be a CIC or CRM and must be a member of the Society of Certified Insurance Counselors or Certified Risk Managers International ($85 annual dues). Use this link to register.

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Upcoming education schedule

Lunch and Learn teleconferences

CIC Ruble, Aug. 5-7, at Water's Edge Resort, Conn.

New York insurance license lines of authority

New York Lines of authority
PC	Property/Casualty agent	If you are a sublicensee with Life Insurance authority for an organizational Life Insurance Agent license, you must have completed your 15-credit CE requirement prior to the renewal of the business entity Life Agent license on June 30, 2009.
BR	P/C Broker
C3	General consultant
PA	Public adjuster
LA	Life and Accident/Health and Variable Life/Variable Annuity AGENT
C1	Life consultant
LB	Life Accident and Health and Variable Annuity BROKER

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Upcoming PIA Education Schedule

Date

Program Title / Location

CE Credits / Speaker

Registration Info

July 13, 2009

Beyond the Basics-Commercial Auto Policy *PREREQ: CL Coverage Basics

N/A -Online course for unlicensed/new employees

$185	Member
$220	Nonmember

Online Computer Course

N/A

July 13, 2009

New Employee Orientation for Agency Personnel

N/A-online course for unlicensed/new employees

$235	Member
$270	Nonmember

Online Computer Course

New Employee Orientation Series, online

July 13, 2009

Personal Lines Coverage Basics

N/A-online course for unlicensed/new employees

$255	Member
$295	Nonmember

N/A

New Employee Orientation Series, online

Aug. 10, 2009

New Employee Orientation for Agency Personnel

N/A-online course for unlicensed/new employees

$235	Member
$270	Nonmember

Online Computer Course

New Employee Orientation Series, online

Aug. 10, 2009

Commercial Lines Coverage Basics

N/A-online course for unlicensed/new employees

$255	Member
$295	Nonmember

Online Computer Course

New Employee Orientation Series, online

Aug. 10, 2009

Beyond the Basics- Garage Liability and Commercial Umbrellas*PREREQ: CL Coverage Basics

N/A *PREREQUISITE: Commercial Lines Coverage Basics

$185	Member
$220	Nonmember

Online Computer Course

New Employee Orientation Series, online

Sept. 1, 2009

Errors & Omissions Loss Control 2009 ^FF^UM

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Hilton Garden Inn, Buffalo

Mishell Magnusson, CIC, CISR, FIPC

Sept. 1, 2009

Emerging Exposures—what are you identifying?

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Hilton Garden Inn, Buffalo

Mishell Magnusson, CIC, CISR, FIPC

Sept. 2, 2009

Errors & Omissions Loss Control 2009 ^FF^UM

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Double Tree, Rochester

Mishell Magnusson, CIC, CISR, FIPC

Sept. 2, 2009

Emerging Exposures—what are you identifying?

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Double Tree, Rochester

Mishell Magnusson, CIC, CISR, FIPC

Sept. 2, 2009

Lunch and Learn Teleconference-Insurance to Value

N/A

$49	Member
$69	Nonmember

Your conference room/office

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

Sept. 2, 2009

Lunch and Learn Teleconference w/CD-ROM-Insurance to Value

N/A

$65	Member
$95	Nonmember

Your conference room/office

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

Sept. 3, 2009

Errors & Omissions Loss Control 2009 ^FF^UM

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Courtyard by Marriott Binghamton/Vestal, Binghamton

Mishell Magnusson, CIC, CISR, FIPC

Sept. 3, 2009

Emerging Exposures—what are you identifying?

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Courtyard by Marriott Binghamton/Vestal, Binghamton

Mishell Magnusson, CIC, CISR, FIPC

Sept. 14, 2009

New Employee Orientation for Agency Personnel

N/A-online course for unlicensed/new employees

$235	Member
$270	Nonmember

Online Computer Course

New Employee Orientation Series, online

Sept. 14, 2009

Delivering Quality Service to the Customer and Employer

N/A-online course for unlicensed/new employees

$235	Member
$270	Nonmember

Online Computer Course

New Employee Orientation Series, online

Sept. 14, 2009

Personal Lines Coverage Basics

N/A-online course for unlicensed/new employees

$255	Member
$295	Nonmember

N/A

New Employee Orientation Series, online

Sept. 14, 2009

Beyond the Basics-Commercial Property Policy *PREREQ: CL Coverage Basics

N/A-online course for unlicensed/new employees

$185	Member
$220	Nonmember

Online Computer Course

New Employee Orientation Series, online

Sept. 15, 2009

2009 CISR PR: Insuring Personal Residential Property

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

Holiday Inn BUFFALO-INTL AIRPORT, Cheektowaga

Mishell Magnusson, CIC, CISR, FIPC

Sept. 15, 2009

2009 CISR IC: Insuring Commercial Casualty Exposures

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

The Ketch, New York

Sheldon Hansen, CIC, CRM

Sept. 16, 2009

2009 CISR PR: Insuring Personal Residential Property

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

Sheraton Syracuse University Inn, Syracuse

Mishell Magnusson, CIC, CISR, FIPC

Sept. 17, 2009

Lunch and Learn Teleconference-How To Value Insurance Agencies

N/A

$49	Member
$69	Nonmember

N/A, Your Office

Christopher Hughes, JD, MBA, Touch Stone Advisors

Sept. 17, 2009

Lunch and Learn Teleconference w/CD-ROM-How To Value Insurance Agencies

N/A

$65	Member
$95	Nonmember

N/A, Your Office

Christopher Hughes, JD, MBA, Touch Stone Advisors

Sept. 17, 2009

2009 CISR PR: Insuring Personal Residential Property

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

PIA Headquarters, Glenmont

Mishell Magnusson, CIC, CISR, FIPC

Sept. 22, 2009

Risk Management and Insurance for Professionals and Closely Held Businesses

4 LA ,C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Allied North America Insurance Brokerage, Jericho

Ivan Cohen, CIC, AAI, CPIA

Sept. 22, 2009

Reducing the WC Exposure

3 PC, BR, C3, PA

$70	Member
$105	Nonmember

Allied North America Insurance Brokerage, Jericho

Ivan Cohen, CIC, AAI, CPIA

Sept. 22, 2009

CPIA 2: Implement for Success

6 BR, C3, PC, PA

$185	Member
$225	Nonmember

Hilton Garden Inn, Newburgh

Jack Monahan, CPIA, CLU, ChFC, CIC, AAM

Sept. 22, 2009

Errors & Omissions Loss Control 2009 ^FF^UM

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Fort William Henry, Lake George

Mishell Magnusson, CIC, CISR, FIPC

Sept. 22, 2009

Emerging Exposures—what are you identifying?

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Fort William Henry, Lake George

Mishell Magnusson, CIC, CISR, FIPC

Sept. 23, 2009

2009 CIC Life and Health Institute
Time frame: 9/23-26/2009

15 LA, C1, LB

$395	Member
$395	Nonmember

High Peaks Resort, Lake Placid

Douglas J. Fleming, LUTCF; Daniel E. Engelhardt, CIC, CFP, LUTCF, LIC, RFC; Robert J. Rogers, CLU, ChFC

Sept. 23, 2009

CPIA 2: Implement for Success

6 BR, C3, PC, PA

$185	Member
$225	Nonmember

Four Points Sheraton, Plainview

Jack Monahan, CPIA, CLU, ChFC, CIC, AAM

Sept. 23, 2009

Errors & Omissions Loss Control 2009 ^FF^UM

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

PIA Headquarters, Glenmont

Mishell Magnusson, CIC, CISR, FIPC

Sept. 23, 2009

Emerging Exposures—what are you identifying?

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

PIA Headquarters, Glenmont

Mishell Magnusson, CIC, CISR, FIPC

Sept. 24, 2009

Errors & Omissions Loss Control 2009 ^FF^UM

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Sheraton Syracuse University Inn, Syracuse

Mishell Magnusson, CIC, CISR, FIPC

Sept. 24, 2009

Emerging Exposures—what are you identifying?

4 LA, C1, LB, BR, C3, PC, PA

$70	Member
$105	Nonmember

Sheraton Syracuse University Inn, Syracuse

Mishell Magnusson, CIC, CISR, FIPC

Sept. 24, 2009

2009 CISR IC: Insuring Commercial Casualty Exposures

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

Four Points Sheraton, Plainview

Sheldon Hansen, CIC, CRM

Sept. 29, 2009

CPIA 2: Implement for Success

6 BR, C3, PC, PA

$185	Member
$225	Nonmember

Hilton Garden Inn, Buffalo

Jack Monahan, CPIA, CLU, ChFC, CIC, AAM

Sept. 29, 2009

2009 CISR PA: Insuring Personal Auto Exposures

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

Double Tree, Rochester

Mark Palinkas, CIC

Sept. 30, 2009

CPIA 2: Implement for Success

6 BR, C3, PC, PA

$185	Member
$225	Nonmember

Doubletree Hotel ES, East Syracuse

Jack Monahan, CPIA, CLU, ChFC, CIC, AAM

Sept. 30, 2009

2009 CISR PA: Insuring Personal Auto Exposures

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

Old Library Restaurant, Olean

Mark Palinkas, CIC

Oct. 1, 2009

CPIA 2: Implement for Success

6 BR, C3, PC, PA

$185	Member
$225	Nonmember

PIA Headquarters, Glenmont

Jack Monahan, CPIA, CLU, ChFC, CIC, AAM

Oct. 1, 2009

2009 CISR IP: Insuring Commercial Property Exposures

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

Owego Treadway Inn & Conference Center, Owego

Mishell Magnusson, CIC, CISR, FIPC

Oct. 6, 2009

Errors & Omissions Loss Control 2009 ^FF^UM

4 LA, C1, LB, BR, C3, PC, PA

$75	Member
$115	Nonmember

Hampton Inn, Elmsford

Mishell Magnusson, CIC, CISR, FIPC

Oct. 6, 2009

Emerging Exposures—what are you identifying?

4 LA, C1, LB, BR, C3, PC, PA

$75	Member
$115	Nonmember

Hampton Inn, Elmsford

Mishell Magnusson, CIC, CISR, FIPC

Oct. 7, 2009

Emerging Exposures—what are you identifying?

4 LA, C1, LB, BR, C3, PC, PA

$75	Member
$115	Nonmember

Alexander Wall Corporation, Ronkonkoma

Mishell Magnusson, CIC, CISR, FIPC

Oct. 7, 2009

Errors & Omissions Loss Control 2009 ^FF^UM

4 LA, C1, LB, BR, C3, PC, PA

$75	Member
$115	Nonmember

Alexander Wall Corporation, Ronkonkoma

Mishell Magnusson, CIC, CISR, FIPC

Oct. 8, 2009

Errors & Omissions Loss Control 2009 ^FF^UM

4 LA, C1, LB, BR, C3, PC, PA

$75	Member
$115	Nonmember

Hilton Garden Inn, Newburgh

Mishell Magnusson, CIC, CISR, FIPC

Oct. 8, 2009

Emerging Exposures—what are you identifying?

4 LA, C1, LB, BR, C3, PC, PA

$75	Member
$115	Nonmember

Hilton Garden Inn, Newburgh

Mishell Magnusson, CIC, CISR, FIPC

Oct. 12, 2009

New Employee Orientation for Agency Personnel

N/A-online course for unlicensed/new employees

$235	Member
$270	Nonmember

Online Computer Course

New Employee Orientation Series, online

Oct. 12, 2009

Commercial Lines Coverage Basics

N/A-online course for unlicensed/new employees

$255	Member
$295	Nonmember

Online Computer Course

New Employee Orientation Series, online

Oct. 12, 2009

Beyond the Basics-Commercial General Liability *PREREQ: CL Coverage Basics

N/A *PREREQUISITE: Commercial Lines Coverage Basics

$185	Member
$220	Nonmember

Online Computer Course

New Employee Orientation Series, online

Oct. 15, 2009

Errors & Omissions-What are the Producer Standards of Conduct? ^FF ^UM

4 BR, C3, PC, PA

$70	Member
$105	Nonmember

Melrose Credit Union, Queens

Sheldon Hansen, CIC, CRM

Oct. 15, 2009

Commercial Property: Building and Personal Property Coverage Form CP 00 10 04 02

3 BR, C3, PC, PA

$70	Member
$105	Nonmember

Melrose Credit Union, Queens

Sheldon Hansen, CIC, CRM

Oct. 20, 2009

2009 CISR PR: Insuring Personal Residential Property

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

Alexander Wall Corporation, Ronkonkoma

Mark Palinkas, CIC

Oct. 21, 2009

2009 CIC James K. Ruble Graduate Seminar # Must be a dues-paying CIC member to attend.
Time frame: 10/21-23/2009

TBA

$420	Member
$420	Nonmember

Gideon Putnam Hotel and Conference Center, Saratoga Springs

Craig F. Stanovich, CIC, CPCU, AU; Richard G. Clarke, CIC, CPCU, RPLU; Douglas J. Fleming, LUTCF; Gerald T. Hargrove, J.D., CIC, CPIA, SCLA, FCLA, PICS, LICS

Oct. 21, 2009

2009 CISR PR: Insuring Personal Residential Property

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

The Ketch, New York

Mark Palinkas, CIC

Oct. 22, 2009

2009 CISR PR: Insuring Personal Residential Property

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

Hampton Inn, Elmsford

Mark Palinkas, CIC

Oct. 27, 2009

CPIA 3: Sustain Success

7 LA, C1, LB, BR, C3, PC, PA

$185	Member
$225	Nonmember

Four Points Sheraton, Plainview

Jack Monahan, CPIA, CLU, ChFC, CIC, AAM

Oct. 27, 2009

2009 CISR IP: Insuring Commercial Property Exposures

8 (or 9 w/passing exam) PC, BR, C3, PA

$160	Member
$160	Nonmember

Allied North America Insurance Brokerage, Jericho

Mishell Magnusson, CIC, CISR, FIPC

Oct. 28, 2009

CPIA 3: Sustain Success

7 LA, C1, LB, BR, C3, PC, PA

$185	Member
$225	Nonmember

Hilton Garden Inn, Newburgh

Jack Monahan, CPIA, CLU, ChFC, CIC, AAM

Oct. 28, 2009

2009 CIC Personal Lines Institute
Time frame: 10/28-31/2009

15 PC, BR, C3, PC, PA

$395	Member
$395	Nonmember

Sheraton Syracuse University Inn, Syracuse

Mark A. Palinkas, CIC; Bruno P. Falvo, CIC, CPCU, ARP; Steven D. Lyon, CIC, CPCU, CRM, AAI, ARM, AIS

Oct. 28, 2009

Errors & Omissions-What are the Producer Standards of Conduct? ^FF ^UM

4 BR, C3, PC, PA

$70	Member
$105	Nonmember

The Ketch, New York

Sheldon Hansen, CIC, CRM

Oct. 28, 2009

How Current Economic Trends Affect Agents in Ways Never Anticipated

TBA

$70	Member
$105	Nonmember

The Ketch, New York

Sheldon Hansen, CIC, CRM

E&O
^FF - Denotes this course has been approved for E&O loss prevention credit by Fireman's Fund.
^UM - Denotes this course has been approved for E&O loss prevention credit by Utica Mutual.
Call the PIA E&O Department for details: (800) 424-4244.

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PIA Education & Conference Department
Professional Insurance Agents
25 Chamberlain Street
P.O. Box 997
Glenmont, NY 12077
Phone: (800) 424-4244
Fax: (888) 225-6935
http://www.pia.org

PIANY provider approval No. NYPO-100002
PIANJ provider approval No. 00107
PIACT provider approval No. S11834
PIANH sponsor ID No. 161
National Alliance provider approval No. NYPO-100222
AIMS Society provider nos:
N.Y.– NYPO-100359
N.J. –10340

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