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IBANZ Calendar of Events
September 5 | Codes of Conduct and the General Insurance Advice sector | Karen Stevens, Andrew Gunn & Mel Gorham The IFSO and IBANZ discuss the impact the new Code of Professional Conduct for Financial Advice Services is having on the F&G insurance advice sector.
September 7 | Exclusion Clauses | Virginia Wethey What happens when there are two causes of loss, one insured under a policy and the other excluded?
September 8 | Gnarly PI Issues - Extensions, Exclusions and Definitions | Richard Hargreaves This session will assist you with frequent PI difficulties.
September 14 | Personal brand & Social Media | Natalie Cutler-Welsh We will look at social media and how to raise your profile and personal brand in a way that is both authentic and effective.
September 28 | Successful Email Marketing – Strategy. Planning. Content | Debbie Mayo-Smith How To Write, Send, Manage The Perfect Email/Update/Newsletter.
OCTOBER 2022 - ALL WEBINARS ARE HELD AT 10.30am - 11.30am (*except Oct 28th - 1.00pm start)
October 6 | Business Interruption – Claim example – and how well would your client’s cover have performed? | Mark Anderson We will discuss a Business Interruption calculation of loss as a worked example.
October 11 | Agriculture - crops session | Peter Ziegler Peter will be discussing a claim relating to the importation and sale of a product to the agricultural sector that has prematurely degraded.
October 12 | A snapshot of the current regulatory landscape – Commerce Commission and Financial Markets Authority | Jon Stagg In this seminar, Michael will be providing an update on the current regulatory landscape with a particular focus on both the Commerce Commission and the Financial Markets Authority. Michael will also be discussing his opinions on each agency’s increased powers and investigation/prosecution budgets while also sharing his first hand experiences with both investigations and prosecutions.
October 18 | PowerPoint Presentations that Persuade | Andrew Gunn/Claire Benjamin If you write. Develop content. Design. Help prepare presentations, this is a must attend course for you.
October 20 | Reasonable Care | Craig Langstone In this webinar Craig Langstone of Fee Langstone will address the vexed question of what does, and what does not, amount to “reasonable care” in any given factual situation.
October 28* | IBANZ AGM 2022 | IBANZ Board It's time for the IBANZ 18th AGM
November 2 | Successful Email Marketing - Distribution Methods. Response Management | Debbie Mayo-Smith How To Write, Send, Manage The Perfect Email/Update/Newsletter.
November 3 | Non-disclosure and misrepresentation issues | Helen Twomey Non-disclosure and misrepresentation issues often arise when insurance products are interpreted incorrectly. In this seminar, Helen will be discussing the common issues that arise with non-disclosure (including innocent non-disclosure and material non-disclosure) and misrepresentation, with a particular focus on a brokers’ knowledge of issues known to them.
November 16 | Cyber, Record Keeping & Vulnerable | FMA A team from the Financial Markets Authority will discuss their expectations of Financial Advisers on a range of issues that contribute to good outcomes for your clients. This presentation will assist you to understand your obligations, in the context of the Financial Markets Conduct Act, relating to cyber security and systems resilience, record keeping and client vulnerability.
November 17 | Business Interruption – Insurance of Wages | Mark Anderson Different ways to insure wages (including Dual Wages) – and what is best for your clients?
TBC* | Marine Workshop with ICNZ | Speakers and Venue to be confirmed More details to come.
