James K Ruble Virtual Webinar - March

James K Ruble Virtual Webinar - March

  • Registration Closed

This is for the VIRTUAL March Ruble. If you're looking to join us in person in Columbus, please click this link.

We are excited to have you join us on March 12th & 13th for our virtual James K Ruble. If you'd like to check out the topics and instructors, click on the handouts tab and you can see the agenda there.  

Charles Matejowsky CIC, LUTCF

Vice President of Financial Services

Van Dyke, Rankin & Co. Inc.

Charlie Matejowsky, CIC, LUTCF is vice president of financial services for Van Dyke, Rankin & Co. Inc., in Brenham, Texas. He joined the firm in June 1982, as a personal and commercial lines producer. Since March 1990, he has served in his current position and works almost exclusively on the life and financial services side of the business. As a "Retirement Repairman" he serves both individual and group clients. Prior to joining Van Dyke, Rankin & Co., he served 15 years as a classroom teacher and coach in several Texas Cities. 

Matejowsky is a 33-year member of the National Association of Insurance and Financial Advisors and is a charter member of the American Health Insurance Association. He has served in numerous leadership roles at both local NAIFA-Central Texas and NAIFA-Texas. In 2016, he was awarded the Bruce Murry Tall Texas Award based on his association involvement, community service and education. He earned his CIC designation in 1986 and has been a National Faculty member for the National Alliance for Insurance Education and Research for 20 years and instructs both basic and advanced classes all over the United States.

He also served as a moderator for the American College of Financial Services' Life Underwriter Training Council for 20 years. Charlie prides himself in being an A B C (Aggie-Bohemian-Coach) kind of guy. His goal is to educate clients and prospects and help them make those very important lifetime and retirement decisions.

Mary LaPorte, CPCU, CIC, LIC, CPIA

Owner - LaPorte Consulting, LLC

LaPorte Consulting, LLC

Mary is president of LaPorte Consulting, LLC which provides consulting services and education for the insurance industry.  With over 30 years of agency experience, she has held positions of agency Claim Manager, Personal Lines Manager, Excess & Surplus Lines Manager and agency principal.  She is licensed as a Property & Casualty Agent and Licensed Insurance Counselor in the State of Michigan. 

She attained the CPCU designation in 1987, the CIC designation in 1992 and the CPIA designation in 2010.  Mary currently is on the national faculty for the Society of CIC and is an active member of the American Association of Insurance Management Consultants.  She conducts a variety of continuing education classes and moderates CPIA and E&O loss control seminars.   Mary acts as a consultant in agency operations, workflow, and Errors & Omissions loss control.  She writes a column called “E&O Q&A" which is published in several association periodicals and has authored a book titled “Mission: EXCELLENCE - Creating an Internal E&O Loss Control Program”.

Sara Bradshaw Ray CIC

Senior Vice President of Strategic Initiatives

Big I Oklahoma

Strategist, Executive Coach and founder of MyNetwork - a nationwide network of facilitated mastermind groups connecting and growing leaders in the insurance vertical. Certified KOLBE Consultant.

Key:

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Day One Morning Session Link
03/12/2024 at 8:00 AM (EDT)  |  240 minutes
03/12/2024 at 8:00 AM (EDT)  |  240 minutes If you choose to attend the course virtually instead of in person, you'll come here to access the links for each session.
Day One Afternoon Session Link
03/12/2024 at 1:00 PM (EDT)  |  240 minutes
03/12/2024 at 1:00 PM (EDT)  |  240 minutes
Day Two Morning Session Link
03/13/2024 at 8:00 AM (EDT)  |  240 minutes
03/13/2024 at 8:00 AM (EDT)  |  240 minutes
Day Two Afternoon Session
03/13/2024 at 1:00 PM (EDT)  |  240 minutes
03/13/2024 at 1:00 PM (EDT)  |  240 minutes
Course Survey
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