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Contains 10 Component(s), Includes Credits
1 Hour l CE: 1 l On Demand
Cannabis is becoming more and more prevalent across the country. And whether we like it or not, it's going to start affecting both our personal and commercial lines clients! This course will present information on the current industry impact of cannabis use, distribution centers and a robust overview of the Key Characteristics and Risk Management Processes for Cannabis Insurance. While this course is heavily commercial focused, it gives you a great understanding of the types of products your personal clients may be purchasing.
Please note that if you are outside of Ohio, this course does not provide CE credit.
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- Non-member - $25
- Member - $15
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Contains 8 Component(s), Includes Credits
1 Hour l CE: 1 l On Demand
This is a one hour self-study interactive course where participants will understand the legal landscape of the medical and personal use of cannabis and the risks posed to personal lines clients. We will explore the updated ISO Homeowners Policy and apply policy language to discovered cannabis risk.
Please note that if you are outside of Ohio, this course does not provide CE credit.
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- Non-member - $25
- Member - $15
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Contains 10 Component(s), Includes Credits
1 Hour l CE: 1 l On Demand
A Webinar Wednesday replay, this was one of our highest attended courses and once you watch it, you'll know why!
This course will make agents aware of the importance of Product Recall Insurance – from what it is, examples of when it’s happened and why they should be aware of it.
Please note that if you are outside of Ohio, this course does not provide CE credit.
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- Non-member - $25
- Member - $15
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Contains 8 Component(s), Includes Credits
1 Hour l CE: 1 l On Demand
This one-hour course is designed to call attention to changes occurring to the ISO® Homeowners Program effective March 2022. We will review an all-new Homeowners Form, the Homeowners Contents Comprehensive Form (HO 00 14) and how it compares to the Contents Broad Form (HO00 04), as well as various updates through Section I Property Coverages and Section II Liability Coverages.
Please note that if you are outside of Ohio, this course does not provide CE credit.
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- Non-member - $25
- Member - $15
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Contains 10 Component(s), Includes Credits
1 Hour l CE: 1 l On Demand
Agents will learn the ins and outs of transitioning their agencies from both buyer and seller perspectives. Agents will understand how to prepare for transitioning their agency operations and ownership from experienced agents who have bought and sold agencies. This will help ensure a smooth transition during the buying and selling transaction. Join the IA Valuations team along with a panel of agents to learn about how to ensure successful agency transitions.
Please note that if you are outside of Ohio, this course does not provide CE credit.
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- Non-member - $25
- Member - $15
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Contains 10 Component(s), Includes Credits
1 Hour l CE: 1 l On Demand
Weddings. Corn Mazes. Paintballing. OH MY. Farms are much more than just a place for animals now. Watch this webinar to find out about the new uses of farms and what you should be talking to your clients about. Farms are no longer just a place for animals. They are wedding venues. They are corn mazes. They are apple and pumpkin and berry picking. They are paintball venues. And sometimes, they just flat out turn into amusement parks. Join Tracy Cotton as she helps agents better understand the possible exposures farms can present when they do more than just farming... and the risk management tips to help.
Please note that if you are outside of Ohio, this course does not provide CE credit.
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- Non-member - $25
- Member - $15
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Contains 8 Component(s), Includes Credits Recorded On: 06/30/2023
3 Hour l CE: 3 Ethics Credit l On-Demand
If you have ever said, “I don’t see color” or “I treat everyone equally”, you may have been displaying unconscious or implicit bias. Becoming aware of how the various forms of this behavior can creep into our personal and professional interactions will help to minimize their impact on decisions we make.
Developing an awareness of the various biases and ways to eliminate them from our interactions with staff, clients, and prospects, will reduce the errors and omissions potential during various risk assessment processes.
$i++ ?>John Fear, CISR, CPIA, CPSR
Founder/ Principal - Educational Instructor
Premier Business Consulting
John Fear has worked in the insurance industry for 32 years in the areas of Life & Annuity, Small Commercial, Boiler & Machinery, Field Operations, Process Engineering and Personal Insurance. In 2007, John left the corporate life to start his own consulting firm – Premier Business Consulting.
As National Director of Agency Development at Travelers, John conducted hundreds of workshops for agency owners and developed and facilitated sales training sessions throughout the country for thousands of Producers and CSRs. He has consulted with agencies across the country, focusing on improving sales and maximizing operational efficiencies. In addition to developing and delivering sales and continuing education courses, John is also a certified facilitator for National Alliance and the American Insurance Marketing Society (AIMS) where he facilitates the CPIA designation classes.
Since starting his own business, he has been a featured presenter at several National Sales Meetings for major insurance companies and Independent Agency organizations. Those experiences have given him an outstanding knowledge and insight into real life solutions that effectively meet agency needs. His workshops enable agents to meet and exceed their business objectives by incorporating sound business principles into their everyday operations.
John, his wife Cheryl and their twelve-year-old Cairn terrier Sasha live in the Adirondack Region of New York State where they are owners of The Adirondack Inn which has been recognized each year with Trip Advisor’s Certificate of Excellence.
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- Non-member - $105
- Member - $75
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Contains 8 Component(s), Includes Credits Recorded On: 07/12/2023
1 Hour l CE: 1 General Credit l On-Demand
To make agents aware of the increasing gap for insurance talent in the coming decade. Tips on how to prepare their agency operations to develop the talent they need to compete and thrive.
$i++ ?>Brian Lawrence
Director, HR Solutions
Ohio Insurance Agents Assocation
Brian Lawrence is the Director of HR Solutions for Ohio Insurance Agents. He is responsible for developing HR resources for the membership which includes over 1000 Independent Insurance agents across Ohio. His career includes over 23 years in Human resources, including 20 years at Nationwide. His tenure at Nationwide included included seven years as an HR Director/Strategic HR Business Partner providing support to a variety of executive leadership teams including P&C, Commercial and Non-Standard Customer Service & Operations, Life Insurance and Annuity Operations, & Nationwide Pet Insurance. A graduate from Ohio University, Brian has a Bachelor of Science. He resides in Gahanna with his husband, Matt and their two children. Both are passionate about their community and serve as licensed foster parents for over a decade. Outside of work and family, Brian enjoys coaching basketball and soccer and playing softball. He enjoys traveling and hiking and has visited 45 of the 50 United States!
$i++ ?>Bill LaFayette, PhD
Owner, Regionomics® LLC
Regionomics
Dr. Bill LaFayette is owner of Regionomics®, a consulting firm focused on helping clients understand and thrive in small-area economies — neighborhoods, communities, and regions. Services include economic development strategy, workforce strategy, economic impact analysis, economic and demographic analysis, and fiscal analysis.
Bill brings to his work 25 years of experience in economic development and economic analysis in central Ohio. Prior to founding Regionomics in 2011, he spent 12 years as vice president of economic analysis for the Columbus Chamber of Commerce and four years with Rickenbacker Port Authority, which formerly managed Rickenbacker International Airport and its Global Logistics Park and Foreign-Trade Zone.
Previously, he was a full-time member of the finance and real estate faculties of Ashland University and the University of North Texas, and has more recently been an adjunct faculty member of The Ohio State University’s Fisher College of Business and John Glenn College of Public Affairs.
Bill is coauthor of Knowledge Economies and Knowledge Work (Emerald Publishing, 2019); writes a bimonthly column, On the Money, for Hannah News Service exploring various aspects of the Ohio economy; and has produced an economic forecast for the Columbus metropolitan area annually since 2000. Bill is a board member of Employment for Seniors and the Affordable Housing Trust for Columbus and Franklin County, a commissioner of the Mid-Ohio Regional Planning Commission (MORPC), and a member of the Columbus Metropolitan Club Program Committee. A recognized authority on the Ohio and Columbus economies, Bill earned a Ph.D. in real estate economics from The Ohio State University in 1994.
He also holds an M.B.A. in investment management and a B.S., Summa cum Laude, in finance and accounting, both from Wright State University. He is a 2004 graduate of Leadership Columbus and the 2018 inductee into the Leadership Columbus Hall of Fame. In his off hours, Bill enjoys 20th Century concert music and collects popular, jazz, and country recordings from the dawn of the talking machine to the present.
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- Non-member - $25
- Member - $15
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Contains 2 Component(s)
3 Hours l CE: 3 l January 23 l 9:00 AM EST
Big data is watching your every move. Virtual currencies are powering transactions globally. Cars are driving themselves, stuff orbiting the earth can actually hurt you, genetically modified animals and marijuana are everywhere. This mind-blowing course discusses these and many other exposures that just recently would’ve seemed too futuristic to even exist (much less create an insurance concern) but here we are!
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Steven D. Lyon, CIC, CRM, CPCU, AAI, AIS, ARM, CRIS, MLIS
Principal and Founder
Lyon Consulting Services LLC
Steven Lyon is the Founder and Principal of Lyon Consulting Services, LLC, an independent educational consulting firm. Steve utilizes his 37 years of experience that comes from owning, operating, and managing a third-generation independent insurance agency in Northern New Jersey. In addition to owning an agency, Steve has served as the Regional Director of Education for a large brokerage firm, and was Regional Vice President in charge of personal lines for the Insurance Division of a dynamic Banking Institution.
Steve earned his CIC designation in 1980 and CRM in 2003. In addition, he holds the CPCU, ARM, AAI, AFIS, CRIS, AIS and MLIS designations. He is a National Faculty member for the National Alliance who regularly speaks at Ruble Graduate Seminars, CIC Institutes, Dynamic of Service classes, and CISR programs throughout the United States and Puerto Rico. In addition, Steve works closely with a wide variety of Professional Insurance Agent Associations, Independent Insurance Agent Associations, Large Brokers and Insurance Carriers.-
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- Non-member - $75
- Member - $75
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Contains 8 Component(s), Includes Credits
3 Hour l CE: 3 General l On Demand
This course dives deep into common personal lines policies to pull out fourteen frequently misunderstood coverage issues. Insurance pros who attend this course will gain valuable insight into these issues, how they could create a problem at claim time and strategies to ensure they don’t.
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Scott Treen, CIC, CPIA
President
Treen Insurance Agency
Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CPIA designation and earned his CIC designation in 1999. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance.
Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.
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- Non-member - $105
- Member - $75
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