| Wednesday, February 24, 2010 |
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| 7:00 AM - 7:45 AM |
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Registration with Coffee & Rolls |
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| 7:45 AM - 12:00 PM |
SECTION 1 |
Agency as an Organization |
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Katherine Ambers, CIC, CRM, CISR, CPIW |
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WorkSmart Consulting |
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Richmond, VA |
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| 12:00 PM - 1:00 PM |
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Lunch - on your own |
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| 1:00 PM - 5:00 PM |
SECTION 2 |
Managing and Sustaining Financial Strength |
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Katherine Ambers, CIC, CRM, CISR, CPIW |
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| 5:00 PM - 5:15 PM |
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Exam Briefing |
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| Thursday, February 25, 2010 |
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| 8:00 AM - 12:00 PM |
SECTION 3 |
Human Resources |
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Bruce McCreadie, CIC, CPIA, AAI |
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Lassiter-Ware Insurance |
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Lithia, FL |
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| 12:00 PM - 1:00 PM |
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Lunch - on your own |
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| 1:00 PM - 5:00 PM |
SECTION 4 |
Agency Productivity & Effectiveness |
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Bruce McCreadie, CIC, CPIA, AAI |
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| Friday, February 26, 2010 |
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| 8:00 AM - 12:00 PM |
SECTION 5 |
Legal & Ethical Responsibilities |
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David Walker, CIC, AAI, LIC |
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Hartland Insurance Agency, Inc. |
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Hartland, MI |
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| 12:00 PM - 1:15 PM |
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Lunch & study time on your own |
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| 1:15 PM - 3:15 PM |
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Optional Exam |
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| REGISTRATION PRICE $400.00 |
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| Doubletree Guest Suites |
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♦Materials: Notebook will be provided, you may want to bring a highlighter |
| 16500 Southcenter Parkway |
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♦Dress Code: Dress code is informal. Room temperature may vary, so |
| Seattle, WA 98188 |
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dressing in layers is a good idea |
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♦CE Credit: Washington licensed participants who attend the entire institute will |
| Single Rate: $129 Double: $129 |
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earn 21 + 3 Ethics credit hours. For other states, e-mail Pam at pambusch@piawest.com |
| Cut off Date: 2/13/10 |
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♦Classroom Policies: The following items are NOT allowed in the class- |
| Reservations: 206-575-8220 |
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room; tape recorders, laptop computers or personal pagers. Cell phones need |
| Shuttle available from the airport the hotel |
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to be kept on vibrator mode only. Smoking permitted outside classroom only. |
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| Cancellation Policy |
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| ♦Full refund if notification is received 11 days prior to the institute |
| ♦If cancelled 3-10 days prior, $50 fee applies |
| ♦If cancelled 1-2 days prior, $150 fee applies |
| ♦No refund if partifipant is a "No-Show" |
| All cancellations must be received in writing |
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Agency Management Registration Fee: $400.00
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