Annual PIA Montana Conference — October 8 - 10

The annual PIA Montana conference will be held at the Helena Colonial in Helena on October 9th and 10th. This year’s conference will have CPIA designation classes 2 and 3, CE courses, plus networking with exhibitors and colleagues.

For early birds, there is a welcome reception at the hotel on October 8th. You will do dinner on your own.

Here’s the agenda: Thursday, October 9th

Registration and Breakfast with Exhibitors. 

Concurrent Sessions 9:00 am - 12:00 pm:

CPIA 2 - Implement for Success: 7 CE, MT - speaker, Ken Hauk

The CPIA classes focus on:

tools for analyzing consumer needs

risk identification techniques

skills to assimilate information into coverage

how to prepare a complete submission

tips for preparing and presenting a proposal

By the way, earning the designation with PIA is easy. Attend 3 modules. That's it. We started with CPIA 1 last year and now are bringing CPIA 2 and 3 this year so you can earn the designation or you can take one of our webinars to complete the process. The best part?

There is no testing.

Anyone can attend CPIA and receive 7 CE Credits in Montana. Check here for the latest CE credit availability for your state and join us! Continuing Education By State for CPIA Seminars (aimssociety.org)

CE: - Are You Ready for the Next Disaster? The Answer is No! - This course will provide the necessary tools and training to navigate challenges with confidence. Discussion will center upon the interaction of the producer with both the insurance buying public and insurance companies and ensuring their clients who suffer a big loss understand and guide them through the recovery process. 3 CE MT - speaker, Kathy Fraley

12:00 pm - 1:00 pm Awards Lunch: Take a break as we gather to recognize the best in the industry.

1:00 pm - 5:00 pm: CPIA 2 - Implement for Success: Continued

1:00 pm - 4:00 pm: CE - Cover Your Assets: EPLI Edition - The course is designed to show how clients can easily get into trouble with questions, remarks, hiring, termination and various inappropriate behaviors not only for their agency but for their clients as well. Additional emphasis on understanding coverage issues, various endorsements and privacy concerns will be discussed protecting the clients and their customers. 3 CE MT - speaker, Kathy Fraley

4:00 pm -  6:00 pm: Reception with Exhibitors: Our vendors are available throughout the day. Stop by their display on breaks and after our day together.

Friday, October 10th:

Breakfast with Exhibitors.

Concurrent Sessions 9:00 am - 12:00 pm:

CPIA 3 - Sustain Success: 7 CE, MT - speaker, Ken Hauk

CE: - So You Have an E&O Claim? There is More to the Story - During the course of the study, specific exposure areas will be identified and related to the potential financial impact upon the agency. Available methods to reduce the risk of errors and omissions exposure will be examined. A brief scrutiny of the characteristics of Errors and Omissions policies and the impact of the characteristics upon Errors and Omissions claims payment will be discussed. 3 CE MT - speaker, Kathy Fraley

12:00 pm - 1:00 PM  Lunch

1:00 pm - 5:00 pm: CPIA 3 - Sustain Success: Continued

1:00 pm - 4:00 pm: CE - Cyber Insurance and the High Cost of Inaction - In efforts to keep up with cyber criminals and protect individuals and businesses from financial devastation, insurance companies are constantly evolving their Cyber insurance policies. This course reviews several of the latest updates to the standard Cyber insurance policy form created by the Insurance Services Office (ISO).  3 CE MT - speaker, Kathy Fraley

We always incorporate fun into program. It's easy to register too. Just click the link below to get started. We'll see you there!

REGISTER TO ATTEND HERE — https://bit.ly/45XDErl

Book Your Room Here — https://bit.ly/3JWUZIc

Questions? Contact Lisa Torres, 888-246-4466 ext 118

By the way, there’s plenty of exhibit and sponsor spaces available. Exhibit and Sponsor: https://bit.ly/467gWNz