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20240926ORRGS James K Ruble - In Person Portland OR

September 25, 2024 8:00 AM - September 26, 2024 5:15 PM (PDT)

Description

James K Ruble Seminars Respected throughout the industry as cutting-edge and market-focused—offering a variety of specialty, advanced, and high-interest topics. As a dues-paid designee, you expect superior content for your updates—and all of James K. Ruble content is superior! Faculty describe real-world situations they’ve encountered with their own clients and explain complex exposures and coverages step-by-step. Ruble Seminars are designed to give you access to the most topical and in-depth subjects available.

Captives what are they and do they work? 

Workers comp funding options 

EPLI - Why Don't Agencies Sell This Coverage?

Errors and Omissions

 

Kevin Brady, CIC

Kevin Brady is a Regional Director for ARTEX Risk Solutions; a division of Arthur J. Gallagher Co. from Rolling Meadows, Illinois. He specializes in the development, implementation and marketing of group, rent, segregated cell, single parent captives and program business. Kevin's career spans captive and self-insured group workers compensation program development/management as well as retail brokerage. Kevin earned his CIC designation in 1988. He is a member of the National Faculty of the Society of Certified Insurance Counselors, speaking at Casualty Institutes and James K Ruble Seminars. He is a contributing author to The National Alliance for Producer Studies publications as well as a National Faculty member of the Certified Risk Managers (CRM) program speaking in the Finance section. He has been a featured speaker across the country and Puerto Rico on captive development, risk financing and insurance coverage topics. Kevin has also served on the Society of Certified Insurance Counselors Board of Governors for nine years, one as its chairman.

 Angelynn Heavener, CIC, CPIA

Angie Heavener began her insurance career in 1971 joining her family's agency. She held numerous positions in the agency consisting of CSR, producer, and eventually agency owner. In 1993, she sold her agency to join the staff of the Professional Independent Insurance Agents of Illinois. She began as assistant vice president of Marketing/Instructor and was shortly promoted to vice-president of Education. She is currently the principal of Insurance Training Plus, Inc., a professional training and consulting firm focused on education and agency operations, that she began in 2002. Angie served as education chairperson for the IIAI and PIIAI, as well as a committee member for the IIABA education committee. She has also served on numerous other state and national committees. Angie received the Young Agent of the Year Award in 1991, obtained her CIC designation in 1994, and her Certified Professional Insurance Agent designation in 1999. Angie teaches numerous property and casualty education seminars throughout the country and is a frequent speaker at state conventions. Angie also teaches sales, service and operations programs. She is a national faculty member of the Society of Certified Insurance Counselors. Angie is an approved auditor for a number of E&O carriers and conducts internal Errors and Omissions audits on agencies throughout the country. She also consults with agencies on developing procedures, workflows and sales centers. Angie co-authored a book on Errors and Omissions audits and writes articles for various state insurance association magazines.

Agenda

CE by state CE by State (scic.com) 

Time

Wed, Sept 20: 8 am-5:15 pm – Reception 5:15-6:15 pm PDT

Thurs, Sept 21: 8 am-5:15 pm

Location

Sheraton Portland Airport Hotel

Call Sheraton for Hotel Registration (503) 281-2500

$163 Single/Double Price Cut Off Date 9/18/2024.

For on-line hotel reservations visit https://www.marriott.com/event-reservations/reservation-link.mi?id=1671663241264&key=GRP&app=resvlink

Pricing

Class Fee $450.00

James K Ruble Live Seminar Policy: Cancellations received within 7 days of the seminar will incur a $80 fee ($370 refund). If you do not cancel and do not attend the program, you will incur a $135 fee ($315 refund). You may substitute an eligible person for the same event anytime at no charge with notification prior to the course. ALL CANCELLATIONS NEED TO BE IN WRITING. IF CLASS HAS NOT BEEN PAID FOR, AND IS CANCELED 10 DAYS OUT FROM CLASS, THE FEE STILL APPLIES

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Contact Information

Professional Insurance Agents Western Alliance
Name: Mykal Bourn
Phone: (360) 571-7100 EXT 115
Email: mykalbourn@piawest.com
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