Tuesday, October 4, 2022 from 7:30 AM to 4:30 PM PDT
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Safe Credit Union Convention Center
1400 J St
Sacramento, CA 95814

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Cynthia Sanderlyn
Independent Insurance Agents and Brokers of Sacramento




Tuesday, October 4, 2022 at Safe Credit Union Convention Center

Grand Sponsor:

Many Great Exhibits  Lots of Prizes  Informative Educational Seminars


Keynote Speaker: Mike Pereira, Fox NFL & College Football Rules Analyst

Mike Pereira brings a unique perspective on leadership with his extensive experience in officiating and as a FOX NFL & College Football Rules Analyst. His decades of navigating the sports world and his passion for giving back to veterans ultimately led him to founding a nonprofit, Battlefields to Ballfields. Mike will be joining us to discuss this journey in what has led him to find his purpose in life.


S E M I N A R S 

Seminar 1: Ethics Training for the Insurance Professional - 3 CE Credits - 8:00-11:00 AM

Sponsor: The Greenspan Co. / Adjusters International     Instructor: Tim Larsen

Description: A comprehensive review of the roots of ethical behavior and how ethics are integrated into the insurance professional’s work product and comportment. Various ethical dilemmas will be identified and resolutions discussed.  Also, there will be discussions and exercises dealing with and resolving conflicts of interest, as well as fair business and sales practices.

Seminar 2: Inside Matters: Quality Agency Management- 3 CE Credits - 8:00-11:00 AM

Sponsor: Agency Management Resource Group     Instructor: Cheryl Koch, CPCU, CIC, ARM, AAI, AAI-M, API, AAM, AIM

 Description: While Sales and organic growth are the lifeblood of every independent agency, what happens after the sale is equally important.  Operational excellence is the key to high retention and profitability. We’ll discuss how internal operations must adapt to the changing environment and provide outstanding proactive customer experiences that will have your agency’s clients saying WOW!

Seminar 3: BI Coverage and Extra Expense - 2 CE Credit - 9:00-11:00 AM

Sponsor: Travelers     Instructor: Shonn Parker, Travelers

Description: The course will include a discussion on business income concepts, definitions of business income and extra expenses, the requirements or triggers of the coverage and why time is so important in terms of what will ultimately be paid.  Also, we will explore the importance of the period of restoration and why it is one of the most important factors in selecting the amount of coverage to purchase, as well as the form’s coinsurance provisions. Extended business income is an option that is often overlooked and will be part of the discussion also.

Seminar 4: Employment Practices Liability Insurance - 2 CE Credit - 8:00-10:00 AM

Sponsor: Travelers     Instructor: Christopher Williams, Travelers

Description: Agencies have the opportunity to help their clients navigate the dangerous employment landscape which they face claims for discrimination, retaliation, sexual harassment, wrongful termination, as well as wage and hour violations. The cost of resolving an employment practices claim is not cheap. Between 2014 and 2020, the median employment verdict increased over 200%. Employment Practices Liability coverage can help mitigate the risk. The course will provide a brief overview of the legal background which allows employees to sue, a discussion of the EEOC initiatives, today’s exposures (COVID-19; returning to the office; what makes California unique from an employment perspective; biometric claims, sexual orientation and gender identity discrimination; and web access claims), what to look for in an employment practices liability policy, how claims are handled and risk management strategies.  In short, the session will provide an overview of the key facets of Employment Practices Liability Insurance.