Events

This page contains the resources that I have found useful in my personal and professional life. Admittedly, it is an eclectic list. It contains everything from quotes and books that I like to audio programs, videos, and slideshows.

If you don’t want to scroll through the entire list, you can click on one of the links below and filter the resources by specific category.

I will update this list as I discover new resources. If you have a resource you think I should add, please let me know via email.

Webinar – Protecting Your Customer’s Sensitive Information

Under current federal and state privacy laws, if you are not taking extra steps to protect your client’s sensitive data, it may impact your agency’s reputation, revenues, customer perception, and may result in regulatory or legal action. It thus becomes imperative for any insurance organization to keep its clients’ information secure.

Steve Anderson hosts this 45-minute on-demand webinar and details how client data breaches occur, and he provides specific guidelines on how any insurance organization can properly protect that information.

This 45-minute webinar will help you understand: 

  • Your organization’s legal obligations to protect information
  • Importance of ease of use in a compliance program
  • Specific risks of cybercrime & hacking for agents & brokers
  • Easy ways to reduce the risk of hacking

Webinar seats are limited. RSVP today to guarantee your spot.

Date: July 25, 2018
Time: 02:00 p.m. EDT
Event: Webinar - Protecting Your Customer's Sensitive Information
Topic: Protecting Your Customer's Sensitive Information
Sponsor: RPost
Public: Public
Registration: Click here to register.

The Ruble graduate seminar is an advanced course for CIC and CRM designees that covers unique risks and how to insure them. Students will become familiar with the terminology that will enable them to speak the language of specialized areas of risk. Each course covers a different topic. No examination. You must have a CIC or CRM designation to enroll.

Date: September 19, 2017
Time: 08:00 a.m.
Event: CIC Graduate Seminar
Sponsor: PIA of Kentucky
Location: Louisville, KY

The Agency Management Institute emphasizes value added, relevant and practical topics for all agency owners and managers, producers, CSRs, and company personnel. This institute blends marketing and financial issues, and more agency management “tools” to enhance the daily work and experiences in insurance agencies. Whether you are a manager or have a manager, you’ll benefit from the practical The Agency Management Institute emphasizes value added, relevant and practical topics for all agency owners and managers, producers, CSRs, and company personnel. This institute blends marketing and financial issues, and more agency management “tools” to enhance the daily work and experiences in insurance agencies. Whether you are a manager or have a manager, you’ll benefit from the practical information this program delivers.

Take advantage of the Agency Management experience to become more productive, increase sales, and reduce E&O.
Topics:· The Agency as an Organization· Managing and Sustaining Financial Strength· Human Resources· Agency Productivity and Effectiveness· Legal & Ethical Responsibilities

Topics:· The Agency as an Organization· Managing and Sustaining Financial Strength· Human Resources· Agency Productivity and Effectiveness· Legal & Ethical Responsibilities

Date: September 14, 2017
Time: 08:00 a.m.
Event: CIC Agency Management Institute
Sponsor: IIA of Illinois
Location: Springfield, IL
Public: Private