Institute Agenda

Ed Consultant –Steve Lyon

Branchville, NJ – Nov. 4-7, 2015

CIC HOTEL RATES

Class is at SELECTIVE in Branchville.  Overnight rooms located at:
Holiday Inn Express
5 North Park Drive
Newton, NJ 07860


Wednesday, November 4, 2015

 
12 PM – 1 PM                                                    
Registration

1 PM – 3:15 PM   
SECTION 1  
Agency Organizations
 
Mr. Paul R. Monacelli, CIC, CPIA

3:15 PM – 5:15 PM                       
SECTION 2            
Understanding and Managing Financial Strength

Mr. Paul R. Monacelli, CIC, CPIA

5:15 PM – 5:30 PM                                                           
Exam Briefing

Thursday, November 5, 2015

8 AM – 12 PM  
SECTION 3      
Agency Planning   

Ms. Rebecca Lathrop, CIC, CPIA

12 PM – 1 PM                                     
Lunch - Included
                  
1 PM – 5 PM                      
SECTION 4            
Human Resources

Mr. Geoffrey A. Gordon, CIC, CRM, CFP                                    

Friday, November 6, 2015

8 AM – 12 PM  
SECTION 5      
Agency Productivity and Effectiveness   
 
Mr. Eric J. Fields, CPA, CIC, CRM, SPHR, AAI, AFSB, CRIS                                                                                                                                                                
12 PM – 1 PM                                     
Lunch - Included

1 PM – 5 PM     
SECTION 6      
Legal and Ethical Responsibilities

 Mr. Eric J. Fields, CPA, CIC, CRM, SPHR, AAI, AFSB, CRIS                  

Saturday, November 7, 2015       

8 AM – 10 AM      
Examination