PIA Spring 2022 Education Catalog by PIA Northeast

CE to Help You Succeed PIA Spring 2022 Education Catalog

Table of Contents HOW TO REGISTER

CONNECTICUT

Webinars CISR Webinars CIC Webinars CPIA Webinars

5 6 7 8

NEW HAMPSHIRE

Webinars CPIA Webinars

10 11

NEW JERSEY

Webinars CISR Webinars CIC Courses CPIA Webinars

13 14 15 16

NEW YORK

Webinars CISR Webinars CIC Webinars CPIA Webinars

18 19 20 21

VERMONT

Webinars CPIA Webinars

23 24

PRELICENSING COURSES

ADDITIONAL EDUCATION

GET TO KNOW YOUR INSTRUCTORS Catherine L. Trishan and Clare Irvine

GET TO KNOW YOUR INSTRUCTORS Douglas J. Fleming and John Fear GET TO KNOW YOUR INSTRUCTORS Mark A. Palinkas, Mishell K. Magnusson and Steven D. Lyon

How to Register Please call us at (800) 424-4244 if you have any questions or email us at education@pia.org. We are happy to assist you in any way we can. Register now at pia.org

Connecticut Continuing Education

Webinars

Live sessions with industry experts, no exams. Earn CE at your desk while getting the insurance industry training you need.

2022 Ruble Graduate Seminar

Wednesday, May 18, 2022-Thursday, May 19, 2022 • CTCE: Submitted for CE approval Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS

Commercial Lines Cancellations Refresh

Wednesday, May 25, 2022 • 10-11 a.m. EST • CTCE: 1 PC Clare Irvine, Esq.

E&S For Retail Brokers Refresh

Thursday, May 26 2022 • 10-11 a.m. EST • CTCE: 1 PC Clare Irvine, Esq.

Things to Consider When Insuring The Commercial Tenant

Tuesday, June 7, 2022 • 9 a.m.-12 p.m. EST • CTCE: 3 PC Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

E&O for the Next Tech Generation ^FF ^UN

Thursday, July 7, 2022 • 10 a.m.-1 p.m. EST • CTCE: 3 PC Mishell K. Magnusson, CIC, CISR, CPIA, AAI, FIPC

^FF–This course has been approved for E&O loss-prevention credit by Fireman’s Fund. ^UN–This course has been approved for E&O loss-prevention credit by Utica National. Call the PIA E&O Department for details.

CISR Courses Choose five full-day programs (and pass each exam) to build your Certified Insurance Service Representative designation. Anyone is welcome to attend and earn CE without taking exam(s). CISR 1IC (Commercial Casualty I) CGL, Additional Insureds Tuesday, April 26, 2022 • 8 a.m.-4:15 p.m. EST CTCE: 7 PC

CISR IP–Insuring Commercial Property

Thursday, May 26 2022 • 8 a.m.-4:15 p.m. EST CTCE: 7 PC

CISR PM–Personal Lines Miscellaneous

Thursday, June 23, 2022 • 8 a.m.-4:15 p.m. EST CTCE: 7 PC

CISR PR–Insuring Personal Residential Property Thursday, June 30, 2022 • 8 a.m.-4:15 p.m. EST CTCE: 7 PC

CISR AO–Agency Operations

Wednesday, July 20, 2022 • 8 a.m.-4:15 p.m. EST CTCE: 6 LH, 1 LRE, 1 LRE, 6 PC (Either/Or)

CIC Courses The Certified Insurance Counselor Program is the essential tool for agency and company personnel who want to dig deeper into insurance exposures, exclusions, and coverages. CIC CP: Commercial Property Institute

Wednesday, May 11, 2022 - Thursday, May 12, 2022 • CTCE: 16 PC, 16 PC (classroom)

Ruble Graduate Seminar

Wednesday, May 18, 2022 - Thursday, May 19, 2022 • CTCE: TBA

CIC CC: Commercial Casualty Institute

Wednesday, June 22, 2022 - Thursday, June 23, 2022 • CTCE: 16 PC, 16 PC (classroom)

Ruble Graduate Seminar

Wednesday, August 3, 2022 - Thursday, August 4, 2022 • CTCE: TBA ^FF–This course has been approved for E&O loss-prevention credit by Fireman’s Fund. ^UN–This course has been approved for E&O loss-prevention credit by Utica National. Call the PIA E&O Department for details. Exams take place the following week from Monday-Thursday for all CIC courses.

CPIA Webinars The Certified Professional Insurance Agent national designation reflects professionalism and a commitment to training, technical knowledge and results. CPIA Advanced: Insurance Implications of Cyber Security Tuesday, May 24, 2022 • 8 a.m.-5 p.m. EST John Fear, CPIA, CISR CTCE: 8 PC

New Hampshire Continuing Education

Webinars

Live sessions with industry experts, no exams. Earn CE at your desk while getting the insurance industry training you need. 2022 Ruble Graduate Seminar

Wednesday, May 18, 2022-Thursday, May 19, 2022 • CEU: N/A Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS

Commercial Lines Cancellations Refresh

Wednesday, May 25, 2022 • 10-11 a.m. EST • CEU: N/A Clare Irvine, Esq.

E&S For Retail Brokers Refresh

Thursday, May 26 2022 • 10-11 a.m. EST • CEU: N/A Clare Irvine, Esq.

Things to Consider When Insuring The Commercial Tenant

Tuesday, June 7, 2022 • 9 a.m.-12 p.m. EST • CEU: N/A Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

E&O for the Next Tech Generation ^FF ^UN

Thursday, July 7, 2022 • 10 a.m.-1 p.m. EST • CEU: 3 Gen Ins Prin PROD Mishell K. Magnusson, CIC, CISR, CPIA, AAI, FIPC

New Jersey Continuing Education

Webinars

Live sessions with industry experts, no exams. Earn CE at your desk while getting the insurance industry training you need. 2022 Ruble Graduate Seminar

Wednesday, May 18, 2022-Thursday, May 19, 2022 • NJCE: Submitted for CE approval Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS

Commercial Lines Cancellations Refresh

Wednesday, May 25, 2022 • 10-11 a.m. EST • NJCE: Submitted for CE approval Clare Irvine, Esq.

E&S For Retail Brokers Refresh

Thursday, May 26 2022 • 10-11 a.m. EST • NJCE: 1 GEN Clare Irvine, Esq.

Things to Consider When Insuring The Commercial Tenant

Tuesday, June 7, 2022 • 9 a.m.-12 p.m. EST • NJCE: 3 GEN Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

E&O for the Next Tech Generation ^FF ^UN

Thursday, July 7, 2022 • 10 a.m.-1 p.m. EST • NJCE: 3 GEN Mishell K. Magnusson, CIC, CISR, CPIA, AAI, FIPC

Tuesday, April 26, 2022 • 8 a.m.-4:15 p.m. EST NJCE: 7 GEN ****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

CISR IP–Insuring Commercial Property

Thursday, May 26 2022 • 8 a.m.-4:15 p.m. EST NJCE: 7 GEN ****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

CISR PM–Personal Lines Miscellaneous

Thursday, June 23, 2022 • 8 a.m.-4:15 p.m. EST NJCE: 7 GEN ****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

CISR PR–Insuring Personal Residential Property

Thursday, June 30, 2022 • 8 a.m.-4:15 p.m. EST NJCE: 7 GEN ****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

CISR AO–Agency Operations

Wednesday, July 20, 2022 • 8 a.m.-4:15 p.m. EST NJCE: 1 ETH, 6 GEN ****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

Wednesday, May 11, 2022 - Thursday, May 12, 2022 • NJCE: 16 GEN

Ruble Graduate Seminar

Wednesday, May 18, 2022 - Thursday, May 19, 2022 • NJCE: TBA

CIC CC: Commercial Casualty Institute

Wednesday, June 22, 2022 - Thursday, June 23, 2022 • NJCE: 16 GEN

Ruble Graduate Seminar

Wednesday, August 3, 2022 - Thursday, August 4, 2022 • NJCE: TBA ^FF–This course has been approved for E&O loss-prevention credit by Fireman’s Fund. ^UN–This course has been approved for E&O loss-prevention credit by Utica National. Call the PIA E&O Department for details. Exams take place the following week from Monday-Thursday for all CIC courses.

New York Continuing Education

Webinars

Live sessions with industry experts, no exams. Earn CE at your desk while getting the insurance industry training you need. New York Auto Insurance Plan (NYAIP) Producer Procedures Course Tuesday, May 3, 2022 • 9 a.m.-1 p.m. EST • NYCE: 4 BR, C3, PA, PC Mishell K. Magnusson, CIC, CISR, CPIA, AAI, FIPC

2022 Ruble Graduate Seminar

Wednesday, May 18, 2022-Thursday, May 19, 2022 • NYCE: Submitted for CE approval Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS

Commercial Lines Cancellations Refresh

Wednesday, May 25, 2022 • 10-11 a.m. EST • NYCE: 1 BR, C3, PA, PC Clare Irvine, Esq.

New York Law 2022

Wednesday, May 25, 2022 • 9 a.m.-1 p.m. EST • NYCE: 4 BR, C3, PA, PC **Approved for the new NYS regulations for flood insurance; insurance law, ethics & professionalism; diversity, inclusion & the elimination of bias

Mishell K. Magnusson, CIC, CISR, CPIA, AAI, FIPC

E&S For Retail Brokers Refresh

Thursday, May 26 2022 • 10-11 a.m. EST • NYCE: 1 BR, C3, PA, PC Clare Irvine, Esq.

Things to Consider When Insuring The Commercial Tenant

Tuesday, June 7, 2022 • 9 a.m.-12 p.m. EST • NYCE: 3 BR, C3, PA, PC Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

E&O for the Next Tech Generation ^FF ^UN

Thursday, July 7, 2022 • 10 a.m.-1 p.m. EST • NYCE: Submitted for CE approval Mishell K. Magnusson, CIC, CISR, CPIA, AAI, FIPC

Tuesday, April 26, 2022 • 8 a.m.-4:15 p.m. EST NYCE: 7 BR, C3, PA, PC *Earn 1 additional NYCE credit with a passing grade on exam.

CISR IP–Insuring Commercial Property

Thursday, May 26 2022 • 8 a.m.-4:15 p.m. EST NYCE: 7 BR, C3, PA, PC *Earn 1 additional NYCE credit with a passing grade on exam.

CISR IP–Insuring Commercial Property Thursday, June 16, 2022 • 8 a.m.-4:15 p.m. EST NYCE: 7 BR, C3, PA, PC *Earn 1 additional NYCE credit with a passing grade on exam.

CISR PM–Personal Lines Miscellaneous

Thursday, June 23, 2022 • 8 a.m.-4:15 p.m. EST NYCE: 7 BR, C3, PA, PC *Earn 1 additional NYCE credit with a passing grade on exam.

CISR PR–Insuring Personal Residential Property

Thursday, June 30, 2022 • 8 a.m.-4:15 p.m. EST NYCE: 7 BR, C3, PA, PC *Earn 1 additional NYCE credit with a passing grade on exam.

CISR AO–Agency Operations

Wednesday, July 20, 2022 • 8 a.m.-4:15 p.m. EST NYCE: 7 BR, C1, C3, LA, LB, LSB, PA, PC *Earn 1 additional NYCE credit with a passing grade on exam.

Wednesday, May 11, 2022 - Thursday, May 12, 2022 • NYCE: 15 BR, C3, PA, PC

Ruble Graduate Seminar Webinar

Wednesday, May 18, 2022 - Thursday, May 19, 2022 • NYCE: TBA

CIC CC: Commercial Casualty Institute Webinar

Wednesday, June 22, 2022 - Thursday, June 23, 2022 • NYCE: 15 BR, C3, PA, PC

Ruble Graduate Seminar Webinar

Wednesday, August 3, 2022 - Thursday, August 4, 2022 • NYCE: TBA

Ruble Graduate Seminar In-Person Class

Wednesday, August 3, 2022 - Thursday, August 4, 2022 • NYCE: TBA Turning Stone Casino Resort, Verona ^FF–This course has been approved for E&O loss-prevention credit by Fireman’s Fund. ^UN–This course has been approved for E&O loss-prevention credit by Utica National. Call the PIA E&O Department for details. Exams take place the following week from Monday-Thursday for all CIC courses.

Vermont Continuing Education

Webinars

Live sessions with industry experts, no exams. Earn CE at your desk while getting the insurance industry training you need. 2022 Ruble Graduate Seminar

Wednesday, May 18, 2022-Thursday, May 19, 2022 • VTCE: N/A Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS

Commercial Lines Cancellations Refresh

Wednesday, May 25, 2022 • 10-11 a.m. EST • VTCE: N/A Clare Irvine, Esq.

E&S For Retail Brokers Refresh

Thursday, May 26 2022 • 10-11 a.m. EST • VTCE: N/A Clare Irvine, Esq.

Things to Consider When Insuring The Commercial Tenant

Tuesday, June 7, 2022 • 9 a.m.-12 p.m. EST • VTCE: N/A Catherine L. Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP

E&O for the Next Tech Generation ^FF ^UN

Thursday, July 7, 2022 • 10 a.m.-1 p.m. EST • VTCE: 3 General Mishell K. Magnusson, CIC, CISR, CPIA, AAI, FIPC

Prelicensing Courses A.D. Banker & Co. can help insurance producers master the concepts required by the state with integrated videos, streamlined content, and comprehensive exams. A.D. Banker’s online course is designed to ensure you pass your state exam on your first attempt. PIA Northeast members qualify for a 5% discount. Sign up today: adbanker.com/pia

Additional Education Elite Education Start your member benefit today! What our service offers: • Your agency’s own elite education concierge • Bonus dollars equivalent to 10% of your prepayment • Expedited enrollment; course compliance and reporting • Special pricing for in-house agency education programs Visit pia.org/quote/elite.php

Custom Class Managing agency staff CE needs? Think PIA first for CE filing, document handling, significant savings, increased production, reduced E&O exposures, increased retention, no travel expenses and more. Visit pages.pia.org/ccm

Get to Know Your Instructors Catherine L. Trischan

CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers. She is a regular speaker for the PIA and a National Faculty member of The National Alliance, speaking in the CIC, CISR and Ruble programs. She also serves as a mentor for new CIC and CISR faculty.

Clare Irvine Esq.

Clare Irvine, Esq., joined the PIA Government & Industry Affairs team in July 2018 and holds the position of government affairs counsel. Irvine serves as in-house counsel, responsible for managing public affairs agendas in multiple states, tracking legislation, regulations, significant case-law developments and drafting position statements and testimony. Additionally, she acts as a legal resource for members, responding to association members’ legal questions, reporting on legislative and regulatory issues, providing contract reviews and writing articles for association publications. Prior to PIA, Irvine worked as a legal intern and extern for various organizations and agencies including American Civil Liberties Union, Family Advocacy Clinic at Fordham Law School and the Human Rights Clinic at Fordham Law School, where she conducted legal research as well as communicated and advocated for clients. She acted as a legal extern to Judge Lawrence F. Winthrop of the Arizona Court of Appeals, District 1, where she wrote drafts of opinions. Irvine completed her juris doctor in 2016 from Fordham University School of Law, New York, N.Y., and, prior to that, received bachelor’s degrees in both political science and sociology in 2013 from Arizona State University, Tempe, Ariz.

Get to Know Your Instructors Douglas J. Fleming LUTCF

Mr. Fleming, entered the life insurance business in 1971 with the Boston Agency of the Connecticut Mutual Life Insurance Company. After ten years of personal production, Doug was named to a management position as new agent training supervisor, a position he held for three years before joining Berkshire Life as an agency supervisor, a position he held for ten years. He is currently affiliated with the Boston agency of the Union Central Life, as a brokerage supervisor.Doug moderates licensing classes for PIIAM of New England and Educational Training Systems of Southborough, Massachusetts.In 1990, Doug was named to the associate faculty, Insurance and Financial Services of Northeastern University, Boston, Mass. and was also named to the National Faculty of CIC, Austin, Texas.

John Fear CPIA, CISR

John Fear has worked in the insurance industry for over thirty 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 a Fortune 100 Insurance Company, John conducted over 100 workshops for agency owners and developed and facilitated dozens of sales training sessions throughout the country for hundreds of Producers and CSRs. He has consulted with dozens of agents across the country, focusing on improving sales and maximizing operational efficiencies.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 of, 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 lives in the Adirondack Region of New York State with his wife Cheryl and their Cairn terrier Sasha.

Get to Know Your Instructors Mark A. Palinkas CIC

Mark is currently employed as a Commercial Underwriter & Marketing Representative with the Oswego County Mutual Insurance Company of Parish, NY. Mark received his Certified Insurance Counselor designation in 1995 and obtained his Certificate of General Insurance in 1991. Mark continues to maintain a valid New York State insurance broker’s license and has been an active instructor for CIC and CISR institutes since 2001. He is the Educational Consultant for CIC institutes conducted in New York and current resides in Hastings, NY.

Mishell K. Magnusson CIC, CISR, CPIA, AAI, FIPC

Mishell is the owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east.In 2018 Mishell was named the recipient of The Gold Level Outstanding Course Leader Award and in 2016 The Silver Level Outstanding Course Leader Award. Both by The Institutes Risk & Insurance Knowledge Group in recognition of teaching classes that met or exceeded the national pass ratio.Mishell was named the 2013 AIMS Society - CPIA Facilitator of the Year as well as the 2014 Federation of New York Insurance Professionals - Tina A. Bobak Insurance Professional of the Year.

Steven D. Lyon

CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS Lyon is the founder and principal of Lyon Consulting Services LLC, an independent consulting and educational firm. He utilizes his 35 years of expertise and experience associated with owning, operating and managing an independent insurance agency in northern New Jersey. He has served as the regional director of education and regional vice president in charge of personal lines for the insurance division of a dynamic banking institution. Lyon conducts more than 150 insurance-related classes each year for agencies and companies throughout the U.S. His fast-paced, unique teaching style, makes him a favorite among seminar attendees.

Looking ahead PIA offers industry-leading insurance education and more for your association. We have all of your 2022 needs covered.