Education Sessions

Each educational session accessible at Convention is categorized within one of four different Learning Tracks. Each of these tracks were created specifically for IAIP members to enhance all aspects of your career. You will be impressed at the multitude of educational opportunities that are included with your convention registration -- from courses on industry topics and trends, to developing your management skills, to enhancing your leadership proficiency.

Keynote Speaker:

Tony Cañas, CPCU, MBA, Insurance Nerd   

Tony Cañas is a young insurance nerd, blogger and speaker. He’s the voice of the Millennial generation in the insurance industry helping the industry understand how to engage this large demographic that will soon make up over 50% of the workforce.

Tony was born and raised in Costa Rica and moved to the US in 2002 receiving his BS in Management Information Systems and MBA both from Iowa State University. He has been in the insurance industry since 2009. During that time he has completed his CPCU, AU, AIC, ARM, ARe, ASLI, API, AIS and AINS designations along with his Toastmaster’s Competent Communicator and Advanced Communicator Bronze public speaking designations. Having worked in claims, underwriting, finance and sales at four different insurance carriers, five cities and four states he has gained a broad understanding of the industry.

Tony has been very involved in the industry’s effort to recruit and retain Millennials and has become a well known speaker and blogger on the topic. He hosted his session “Recruiting and Retaining Millennials” at both the 2014 CPCU Society Leadership Conference in Phoenix and the 2014 Annual Meeting in Anaheim. He has been featured by “The Edge”, the national magazine of the CPCU Society; the newsletter of the Iowa CPCU Society; American Agent & Brokerand was named as one of the “Top Young Agents of 2013” by PropertyCasualty360.

Tony loves helping people grow their insurance careers and is available for one hour micro-mentoring sessions. Tony is passionate about insurance, technology, innovation and about engaging Millennials in the insurance industry.

Find Tony on Twitter.

Find Tony on LinkedIn.

Pre-Convention Workshop:

Dynamics of Service

Wednesday, June 5
8:30AM – 4:15PM (includes 45 minute lunch break – on own)
Presented by: Linda Luka, CPCU, CIIP, AAI, AIS, DAE, CISR, CLP

Boost your ability to interact with both colleagues, clients, and the larger community! Master how to read different personality styles and types. Grasp active listening skills and use them to identify client needs. Unsure of how to interact with difficult customers? In this seven hour session, you will also learn to diffuse and deflect a tense or awkward exchange and gain skills to transcend client complaints and objections, turning them into opportunities for improved relations, client buy-in, higher customer retention, and increased sales.

CE credit offered through The National Alliance. Up to seven hours of CE credit available in all states except AK, FL and MD. Find out more information on CE credit for this course.

Cost: $150 – register and pay for this session when registering for IAIP Convention
Deadline to register: May 1, 2019

Breakout Sessions for Learning Track #1:

Industry Trends and Continuing Education

Sessions will include relevant industry trends and timely insurance topics with many of the courses approved for CE credit. Education courses for insurance professionals in all areas of the industry are offered in this track.

Thursday, June 6 
1:15PM - 3:15PM - Part I
3:30PM - 4:20PM- Part II
The Fundamentals of Ethics (3 hours)
CE Sponsored by Imperial PFS
Presented by: Jamie Renton
Course Description: This session will look at ethics and how ethics play a part in the daily operations of agents and their agencies. The ethical responsibilities of agents, certain laws governing ethical expectations, and what traits exemplify an ethical agent will be examined. We will focus also on the application of ethics in various settings and circumstances and help agents make sounder ethical decisions when dealing with client, corporate, or public situations.
CE Approved in all states except CA, DC, IL, ME, MD, MN, NH, NM, NY, RI, SC

Friday, June 7 
8:00AM - 10:00AM 
Hoarding and Insurance Claims 
CE Sponsored by Paul Davis Restoration
Presented by: 
Howdy Russell 
Course Description: In this session you will gain an understanding of hoarding and its role in insurance claims. Topics will include the definitions of hoarding, the risks of hoarding, and the various levels of hoarding. Insurance professionals will also discuss coverage concerns as well as policy considerations. Finally, the course will cover the types of losses that may occur as well as issues that contractors will face.
CE Approved in CA, CT, FL, GA, KS, LA, ME, MI, MO, NC, NV, OH, OR, PA, TN, TX, WA, WI

10:15AM - 12:15PM 
Trauma Recovery Services
CE Sponsored by Paul Davis Restoration
Presented by:Howdy Russell 
Course Description: In this session you will be introduced to some of the most common traumas requiring specialized recovery services. A discussion will delve into some of the safety concerns and industry-standard processes when dealing with trauma and biological clean-up methods.  The proper use and disposal of Personal Protection Equipment is featured, along with descriptions of other services usually needed at this very challenging type of restoration.
CE Approved in CA, CT, FL, GA, KS, LA, ME, MI, MO, NC, NV, OH, OR, PA, TN, WA, WI

Saturday, June 8 
8:00AM - 10:00AM 
Cyber RX: Your Prescription to Understanding and Managing Cyber Risk 
CE Sponsored by CRC Insurance Services
Presented by: Daniel M. Lazarz
Course Description: This presentation will provide an overview of key terms to know and understand when talking about Cyber & Data Privacy. Discussion will include trends, sources of loss, and recent developments, in terms of legislation and cyber risk. An overview of the insurance policy designed to cover Cyber & Data Privacy risk will also be presented along with options for coverage, how coverage might respond, and more. Finally, we will briefly dive into various risk management techniques and aspects clients can undertake themselves to mitigate potential loss.
CE Approved in AL, CO, DE, ID, IA, KS, MD, MO, NC, ND, NY, OR, SD, UT, VA, WA, DC, WI

Breakout Sessions for Learning Track #2:

Career Development

The Career Development learning track provides you with the tools necessary to develop essential leadership skills for personal growth and professional advancement. This track also includes CLP courses for those needing to receive or renew their CLP designation.

Thursday, June 6 
1:15PM - 3:15PM - Part I
3:30PM - 5:30PM- Part II
Talk Like a Leader (CLP Renewal)
Presented by: roz horton, CIIP, PIAM and Sylvia Robinson, CPSR, CPIW, DAE, PIAM, CPII
Course Description:Successful leaders know there’s a significant difference between being a big talker and being an effective communicator. Focusing on the four key areas of leadership - Vision, Competence, Relationships, and Support - this session will empower leaders with the skills and confidence to encourage enthusiasm, increase productivity, minimize miscommunication, and improve working relationships.

Friday, June 7
8:00AM - 10:00AM - Part I
10:15AM - 12:15PM - Part II
Fundamentals of Strategic Planning (CLP)
Presented by: Geraldine Plott, CPCU, FCLA, SCLA, AIC, ARM, AIS, AINS, CIIP, DAE, CLP
Course Description: Strategic planning is used to set priorities, focus energy and resources, and strengthen operations. In this session learn how strategic planning can move your team forward toward a common goal and a shared vision.

Saturday, June 8
8:00AM - 10:00AM 
Delegating for Growth (CLP)
Presented by: Angelia Poyner, CIC, KACSR, CPIA, CLP, CIIP
Course Description:Delegating is a critical skill for leaders at any level. This session will help any leader to better understand the purpose of delegation, prepare for and apply the steps to delegating effectively, and learn to recover from inevitable mistakes or disappointments.

Breakout Sessions for Learning Track #3: Association Management

This track is designed to provide comprehensive training in managing the local associations, councils and regions. Learn from association management experts and take advantage of the opportunities for peer-to-peer workshops. This material is transferable to other aspects of your involvement with additional group memberships and work responsibilities.

Thursday, June 6 
1:15PM - 3:15PM 
Solutions Room
Presented by: Danny Douglas, AINS, AIS, API, ACS, CIIP, DAE, ACSR, CLP
Course Description:A powerful annual favorite, this attendee-led session engages and connects members to help create answers to questions and challenges in your current association or professional environment. Using collaboration and imagination, this session allows you to learn best practices from your peers covering topics of interest to you. Bring a challenge you are facing with you to this session and you’ll leave with a multitude of solutions!

Thursday, June 6 
3:30PM - 5:30PM 
Regional Leadership: An Insiders Guide 
Presented by: Kim Cameron, CPIW, CLP and Lisa Hardin, CPCU, CPIW, AIC, AIS, ACS, DAE, CLP 
Course Description: Find out what tools and resources your regional leader has available to assist you and your local association. In this session you will receive an overview of IAIP Regional Leadership positions, including the Regional Directors and their responsibilities from two current RVPs with the "inside scoop". No need to reinvent the wheel with readily available resources. This is an interactive session and is beneficial to all IAIP members!     

Thursday, June 6 
4:30PM - 5:30PM 
Time to Up Our Gather Game - The Shape of Things to Come  
Presented by: Geraldine Plott, CPCU, FCLA, SCLA, AIC, ARM, AIS, AINS, CIIP, DAE, CLP and Lauri Oakden-Binder, RWCS, CRIS, CLP, CIIP
Course Description: Coming soon!  

Friday, June 7 
8:00AM - 10:00AM
Explore Cool Tools Created for IAIP Nerds
Presented by: Cherri Harris, MSBA, CPIA, CIIP, CLP
Course Description: This interactive session will explore all the cool tools and features of the IAIP website. Whether you are an IAIP  leader, a new or seasoned member - you will benefit from learning how to better maneuver through the website. In this session we will dive into the “For Members” area that includes the recently launched Mentoring Program plus Resources, Toolkits, Best Practices Library and more. We will also review “My Profile” - an area all about YOU! Share this valuable information with members of your local association. 

Friday, June 7 
10:15AM - 12:15PM                                                                                                                                      Member Engagement
Presented by: TBA
Course Description: Coming Soon!

Saturday, June 8
8:00AM - 10:00AM
Ignition Spark: Super Heros
Presented by: Cheryl Blair, CPIW
Course Description: Super Heroes come into our lives in many ways. Sometimes when we least expect it and need it the most, superheroes appear and we still do not see them. It's having the awareness to see the un-seeable, it's asking and receiving un-noticed the answer; it's learning from the "experiences of others." Attend this session and leave with your "super hero radar" fully engaged!

Breakout Sessions for Learning Track #4: 

Community Café

You asked for more opportunities for personal growth and soft skills learning at Convention - and we delivered. Join the IAIP Community for a delicious assortment of hearty a la carté menu items with an emphasis on networking and personal development. Sessions are 20 minutes or less and include education, soft skills, networking and mentoring themes.