Institute Agenda

James K. Ruble Graduate Seminar

Queensbury, NY – April 24-25, 2013

Ed Consultant: Doug Fleming
*Click here for 2013 hotel room rate info.*

Wednesday, April 24, 2013

7 AM – 8 AM                                                                      
Registration

8 AM – 12 PM                                    
SESSION 1          
Employment Practices Liability
Mr. Paul W. Burkett, J.D., CIC ,CRM, CPCU, ARM, ALCM

12 PM – 1:15 PM                                                                               
Lunch – On your own

1:15 PM – 5:15 PM                           
SESSION 2          
Directors and Officers Liability
Mr. Paul W. Burkett, J.D., CIC ,CRM, CPCU, ARM, ALCM

Thursday, April 25, 2013

8 AM – 12 PM                                                                    
Concurrent Sessions:

SESSION 3          
Insurance to Value
Mr. Steven D. Lyon, CIC, CRM, CPCU, ARM, AAI, CRIS, AIS

SESSION 4          
Understanding Qualified Retirement Plans
Daniel E. Engelhardt, CIC, CFP, LUTCF, LIC, RFC

12 PM – 1:15 PM                                                                               
Lunch – On your own

1:15 PM – 5:15 PM                           
SESSION 5          
Dealing With Senior Care Issues
Daniel E. Engelhardt, CIC, CFP, LUTCF, LIC, RFC

SESSION 6          
CGL Issues and Answers-Getting It Right
Mr. Steven D. Lyon, CIC, CRM, CPCU, ARM, AAI, CRIS, AIS