3 minute read
IBANZ Calendar of Events
June 14 | A round-up of recent Complaints | Susan Taylor Susan will talk about the common causes of complaints about insurance brokers, look at some recent cases FSCL has investigated and resolved, and lessons learned from complaints investigated.
June 15 | Promotion. Productivity | Debbie Mayo-Smith You will learn quick, easy and free ideas and tweaks to help you improve your sales and marketing. We look at several areas where you can use clever, resourceful and free strategies.
June 17 | Using mBIT & NLP in Business - Multiple Brain Integration Techniques & Neuro Linguistic Programming | Trevor Slater This session will look at how these can affect the successfulness of clients understanding and accepting financial advice
June 22 | Client vulnerability - reviewing your policy and processes | Karen Stevens/Andrew Gunn This webinar will cover some developments on the subject of client vulnerabilities, with cases and lessons from other jurisdictions and some resources to assist you in practical policies and procedures for your team.
June 29 | Aggregation and de-aggregation of claims | Matthew Atkinson This seminar will review the cases that have considered aggregation clauses and provide tips for their interpretation.
JULY 2022 - ALL WEBINARS ARE HELD AT 10.30am - 11.30am (*except July 28th - 1.00pm - 4.00pm)
July 6 | Don't get hacked | Steven Mayo-Smith Just how secure are you and ready to defend yourself and your business against the increasing rate and sophistication of cyberattacks. Understanding the different threats is an important part in protecting yourself. This session will provide you with an understanding of the types of threats and intrusion techniques and the do’s and don’ts of protection. July 7 | Leadership in the Workplace | Natalie Cutler-Welsh In this energetic and empowering session, Natalie Cutler-Welsh will cover 4 key areas to focus for effective Leadership in the workplace including: How to have impact as a leader, the power of stepping back, strengths-focussed leadership and confidence vs curiosity.
July 12 | Fidelity Guarantee | Jon Stagg This session will cover general policy coverage & issues as well as types of offending.
July 13 | Unmasking the complexities of a prima facie claim: Scope of cover and the operative clause. | Andrew Gunn/Claire Benjamin Unmasking the complexities of a prima facie claim: Scope of cover and the operative clause.
July 19 | Product efficacy v defective products/workmanship issues | Sophie Pasley In this seminar, Sophie will address issues of interpretation arising where there are issues with an insured’s product that lead to claims under their Public Liability policy.
July 21 | Business Interruption – Importance of cover for Additional Increase in Cost of Working | Mark Anderson BI is more than just the insurance of Gross Profit. Cover is automatically provided for Increased Costs as part of the Gross Profit item. But there are limitations to what can be claimed under this item – often referred to as Item 1(b).
July 28* | Marine Workshop with ICNZ | Speakers and venue to be confirmed More details to come.
August 9 | The impact of being complained about | Trevor Slater In this webinar the IFSO Scheme presenters will discuss the workplace and emotional impacts on you, the adviser, or complaints personnel may experience when facing a complaint.
August 11 | Faulty workmanship exclusions | Emma Gabor This session will cover application in material damage and liability policies, with examples.
August 18 | Communication skills & body language | Natalie Cutler-Welsh In this session you will learn in depth about the power and impact of your body language and how to recognise it in others. Areas we will cover also include: Self awareness and speaking habits. How to read the room and connect with the four personality types.
August 24 | Business Interruption – Common problems, pre-loss & post loss – & how to minimise or eliminate these | Mark Anderson It is often only when a loss occurs that a broker finds out how good their clients BI policy is. It is too late after a loss to retrospectively change the cover. You may not have seen your client’s financial accounts.
Below please find a list of proposed topics which we expect to provide this year: Others will be added as presenters come on board
