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&&&EVENT_CODE=20200611MNRGS&&& &&&DOC_NAME=Agenda&&& &&&fnq$Agendas$20200611MNRGSfn&&& James K. Ruble Seminar Ruble Graduate Seminar Alexandria, MN June 10-11, 2020 Wednesday, June 10, 2020 7:30 AM - 8:00 AM Registration with Coffee and Rolls 8:00 AM - 12:00 PM SECTION 1 Cyber Liability - What Every Agent Should Know Mr. John C. Immordino, CIC, CRM, RPLU 12:00 PM - 1:15 PM Lunch - on your own 1:15 PM - 5:15 PM Concurrent Sessions: SECTION 2 An Insurance Agent's Standard of Care: What is Your Legal Duty to Your Insureds? Mr. Ted Kinney, CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS SECTION 3 Social Engineering Attacks...What Will They Think Of Next? Mr. John C. Immordino, CIC, CRM, RPLU Thursday, June 11, 2020 7:30 AM - 8:00 AM Coffee & Rolls 8:00 AM - 12:00 PM Concurrent Sessions: SECTION 4 CGL & The Contractor: Traps & Tricks Mr. Ted Kinney, CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS SECTION 5 Ethical Issues Mr. Robert Ford, CIC, CISR, CPIA, CRIS, MLIS, CLCS 12:00 PM - 1:15 PM Lunch - on your own 1:15 PM - 5:15 PM SECTION 6 Serving Your Client Through a Better Understanding of Commercial Property Insurance Mr. Robert Ford, CIC, CISR, CPIA, CRIS, MLIS, CLCS Faculty Robert Ford, CIC, CISR, CPIA, CRIS, MLIS, CLCS American Insurance Center, Devils Lake, ND John C. Immordino, CIC, CRM, RPLU Arlington Roe & Company, Inc., Valparaiso, IN Ted Kinney, CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS Kinney Training and Consulting, LLC, Dublin, OH Ed Consultant Bernard J. Neff, CIC, CPCU Insurance Teaching Enterprises, Cottage Grove, MN Program Location Arrowwood Resort & Conference Ctr. 2100 Arrowwood Ln. Alexandria, MN 56308 (320) 762-1124 Address & Phone: www.TheNationalAlliance.com 01/15/2020

James K. Ruble Seminar...8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Brian D. Bartosh, CIC 10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Brian D. Bartosh,

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Page 1: James K. Ruble Seminar...8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Brian D. Bartosh, CIC 10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Brian D. Bartosh,

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James K. Ruble Seminar

Ruble Graduate SeminarAlexandria, MN ● June 10-11, 2020

Wednesday, June 10, 2020

7:30 AM - 8:00 AM Registration with Coffee and Rolls

8:00 AM - 12:00 PM SECTION 1 Cyber Liability - What Every Agent Should Know

Mr. John C. Immordino, CIC, CRM, RPLU

12:00 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM Concurrent Sessions:

SECTION 2 An Insurance Agent's Standard of Care: What is Your Legal Duty to

Your Insureds?

Mr. Ted Kinney, CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS

SECTION 3 Social Engineering Attacks...What Will They Think Of Next?

Mr. John C. Immordino, CIC, CRM, RPLU

Thursday, June 11, 2020

7:30 AM - 8:00 AM Coffee & Rolls

8:00 AM - 12:00 PM Concurrent Sessions:

SECTION 4 CGL & The Contractor: Traps & Tricks

Mr. Ted Kinney, CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS

SECTION 5 Ethical Issues

Mr. Robert Ford, CIC, CISR, CPIA, CRIS, MLIS, CLCS

12:00 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM SECTION 6 Serving Your Client Through a Better Understanding of Commercial

Property Insurance

Mr. Robert Ford, CIC, CISR, CPIA, CRIS, MLIS, CLCS

Faculty

Robert Ford, CIC, CISR, CPIA, CRIS, MLIS, CLCS

American Insurance Center, Devils Lake, ND

John C. Immordino, CIC, CRM, RPLU

Arlington Roe & Company, Inc., Valparaiso, IN

Ted Kinney, CIC, CPCU, ARM, CPIA, AAI, AU,

AINS, CRIS

Kinney Training and Consulting, LLC, Dublin, OH

Ed Consultant

Bernard J. Neff, CIC, CPCU

Insurance Teaching Enterprises, Cottage Grove, MN

Program Location

Arrowwood Resort & Conference Ctr.

2100 Arrowwood Ln.

Alexandria, MN 56308

(320) 762-1124

Address & Phone:

www.TheNationalAlliance.com 01/15/2020

Page 2: James K. Ruble Seminar...8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Brian D. Bartosh, CIC 10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Brian D. Bartosh,

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Agency ManagementMaple Grove, MN ● July 15-17, 2020

The Society of Certified Insurance Counselors

Wednesday, July 15, 2020

7:30 AM - 8:00 AM Registration with Coffee and Rolls

8:00 AM - 12:15 PM SECTION 1 STRATEGIC PLANNING

Mr. Robert E. Shomo, MBA, CIC

12:15 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM SECTION 2 TALENT ACQUISITION AND DEVELOPMENT

Mr. Robert E. Shomo, MBA, CIC

5:15 PM - 5:30 PM Exam Briefing

Thursday, July 16, 2020

7:30 AM - 8:00 AM Coffee & Rolls

8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION

Mr. Brian D. Bartosh, CIC

10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION

Mr. Brian D. Bartosh, CIC

12:00 PM - 1:00 PM Lunch - on your own

1:00 PM - 2:00 PM TECHNOLOGY UTILIZATION (Continued)

Mr. Brian D. Bartosh, CIC

2:00 PM - 5:00 PM SECTION 5 ETHICAL RESPONSIBILITY

Mr. Brian D. Bartosh, CIC

Friday, July 17, 2020

8:30 AM - 9:00 AM Coffee & Rolls

9:00 AM - 11:00 AM Examination

Faculty

Brian D. Bartosh, CIC

Top O' Michigan Insurance Solutions, Alpena, MI

Robert E. Shomo, MBA, CIC

Shomo-Madsen Insurance, Marshalltown, IA

Ed Consultant

Gloria J. Thompson, CIC

Minneapolis, MN

Program Location

MIIAB/Austin Mutual Training Center

15490 101st Avenue North

Maple Grove, MN 55369

(763) 235-6460

Address & Phone:

www.TheNationalAlliance.com 03/18/2020

Page 3: James K. Ruble Seminar...8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Brian D. Bartosh, CIC 10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Brian D. Bartosh,

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Life & HealthMaple Grove, MN ● July 29-31, 2020

The Society of Certified Insurance Counselors

Wednesday, July 29, 2020

7:30 AM - 8:00 AM Registration with Coffee and Rolls

8:00 AM - 12:15 PM SECTION 1 LIFE AND ANNUITY POLICIES

Mr. Charles Matejowsky, CIC, LUTCF

12:15 PM - 1:15 PM Lunch - on your own

1:15 PM - 3:15 PM LIFE AND ANNUITY POLICIES (Continued)

Mr. Charles Matejowsky, CIC, LUTCF

3:15 PM - 5:15 PM SECTION 2 BUSINESS LIFE CONCEPTS

Mr. Charles Matejowsky, CIC, LUTCF

5:15 PM - 5:30 PM Exam Briefing

Thursday, July 30, 2020

7:30 AM - 8:00 AM Coffee & Rolls

8:00 AM - 12:00 PM SECTION 3 HEALTH INSURANCE AND EMPLOYEE BENEFITS

CONCEPTS

Mr. Jerry Rhinehart, CIC, CLU, ChFC, RHU

12:00 PM - 1:00 PM Lunch - on your own

1:00 PM - 5:00 PM HEALTH INSURANCE AND EMPLOYEE BENEFITS

CONCEPTS (Continued)

Mr. Jerry Rhinehart, CIC, CLU, ChFC, RHU

Friday, July 31, 2020

8:30 AM - 9:00 AM Coffee & Rolls

9:00 AM - 11:00 AM Examination

Faculty

Charles Matejowsky, CIC, LUTCF

Van Dyke Rankin & Company, Inc., Brenham, TX

Jerry Rhinehart, CIC, CLU, ChFC, RHU

Rhinehart & Associates, Lynn Haven, FL

Ed Consultant

Gloria J. Thompson, CIC

Minneapolis, MN

Program Location

MIIAB/Austin Mutual Training Center

15490 101st Avenue North

Maple Grove, MN 55369

(763) 235-6460

Address & Phone:

www.TheNationalAlliance.com 03/18/2020

Page 4: James K. Ruble Seminar...8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Brian D. Bartosh, CIC 10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Brian D. Bartosh,

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Commercial PropertyMaple Grove, MN ● August 12-14, 2020

The Society of Certified Insurance Counselors

Wednesday, August 12, 2020

7:30 AM - 8:00 AM Registration with Coffee and Rolls

8:00 AM - 12:15 PM SECTION 1 COMMERCIAL PROPERTY COVERAGE FORMS &

ENDORSEMENTS

Mr. Kevin C. Amrhein, CIC

12:15 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM COMMERCIAL PROPERTY COVERAGE FORMS &

ENDORSEMENTS (Continued)

Mr. Kevin C. Amrhein, CIC

5:15 PM - 5:30 PM Exam Briefing

Thursday, August 13, 2020

7:30 AM - 8:00 AM Coffee & Rolls

8:00 AM - 11:00 AM SECTION 2 COMMERCIAL PROPERTY CAUSES OF LOSS &

ENDORSEMENTS

Ms. Catherine Trischan, CIC, CRM, CPCU, ARM, AAI, AU, CRIS,

MLIS

11:00 AM - 12:00 PM SECTION 3 TIME ELEMENT COVERAGES & ENDORSEMENTS

Ms. Catherine Trischan, CIC, CRM, CPCU, ARM, AAI, AU, CRIS,

MLIS

12:00 PM - 1:00 PM Lunch - on your own

1:00 PM - 5:00 PM TIME ELEMENT COVERAGES & ENDORSEMENTS

(Continued)

Ms. Catherine Trischan, CIC, CRM, CPCU, ARM, AAI, AU, CRIS,

MLIS

Friday, August 14, 2020

8:30 AM - 9:00 AM Coffee & Rolls

9:00 AM - 11:00 AM Examination

Faculty

Kevin C. Amrhein, CIC

FISCE, Tallahassee, FL

Catherine Trischan, CIC, CRM, CPCU, ARM, AAI,

AU, CRIS, MLIS

E&K Insurance Group, Eatontown, NJ

Ed Consultant

Gloria J. Thompson, CIC

Minneapolis, MN

Program Location

MIIAB/Austin Mutual Training Center

15490 101st Avenue North

Maple Grove, MN 55369

(763) 235-6460

Address & Phone:

www.TheNationalAlliance.com 10/11/2019

Page 5: James K. Ruble Seminar...8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Brian D. Bartosh, CIC 10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Brian D. Bartosh,

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James K. Ruble Seminar

Ruble Graduate SeminarEdina, MN ● September 16-17, 2020

Wednesday, September 16, 2020

7:30 AM - 8:00 AM Registration with Coffee and Rolls

8:00 AM - 12:00 PM SECTION 1 Insuring the Cannabis Risks: The Opportunities

Mr. Richard S. Pitts, J.D.

12:00 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM Concurrent Sessions:

SECTION 2 Had I Been On That Jury...Personal and Commercial Lines

Edition

Mr. Richard S. Pitts, J.D.

SECTION 3 The Road to Ethics

Mr. David A. Grunke, RHU, ChHC

Thursday, September 17, 2020

7:30 AM - 8:00 AM Coffee & Rolls

8:00 AM - 12:00 PM Concurrent Sessions:

SECTION 4 Federal Health Care Reform: The Past, The Present & The

Future

Mr. David A. Grunke, RHU, ChHC

SECTION 5 National Championship EPL Insurance

Mr. Richard G. Clarke, CIC, CPCU, RPLU

12:00 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM SECTION 6 Current Events and the Impact Upon Insurance

Mr. Richard G. Clarke, CIC, CPCU, RPLU

Faculty

Richard G. Clarke, CIC, CPCU, RPLU

Dick Clarke Insurance Answers, Woodstock, GA

David A. Grunke, RHU, ChHC

Grunke Group, inc., Verona, WI

Richard S. Pitts, J.D.

Arlington/Roe & Co., Inc., Indianapolis, IN

Ed Consultant

Gloria J. Thompson, CIC

Minneapolis, MN

Program Location

Western National Insurance Group

4700 West 77th St.

Edina, MN 55435

(952) 835-5350

Address & Phone:

www.TheNationalAlliance.com 04/16/2020

Page 6: James K. Ruble Seminar...8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Brian D. Bartosh, CIC 10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Brian D. Bartosh,

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Commercial MultilineMaple Grove, MN ● October 7-9, 2020

The Society of Certified Insurance Counselors

Wednesday, October 7, 2020

7:30 AM - 8:00 AM Registration with Coffee and Rolls

8:00 AM - 12:15 PM SECTION 1 COMMERCIAL INLAND MARINE CONCEPTS &

COVERAGES

Mr. Patrick A. Deem Sr., CIC

12:15 PM - 1:15 PM Lunch - on your own

1:15 PM - 3:15 PM COMMERCIAL INLAND MARINE CONCEPTS &

COVERAGES (Continued)

Mr. Patrick A. Deem Sr., CIC

3:15 PM - 5:15 PM SECTION 2 EMPLOYMENT PRACTICES LIABILITY INSURANCE

Mr. Patrick A. Deem Sr., CIC

5:15 PM - 5:30 PM Exam Briefing

Thursday, October 8, 2020

7:30 AM - 8:00 AM Coffee & Rolls

8:00 AM - 11:00 AM SECTION 3 CRIME COVERAGES & ENDORSEMENTS

Mr. John C. Immordino, CIC, CRM, RPLU

11:00 AM - 12:00 PM SECTION 4 CYBER EXPOSURES AND COVERAGE

Mr. John C. Immordino, CIC, CRM, RPLU

12:00 PM - 1:00 PM Lunch - on your own

1:00 PM - 3:00 PM CYBER EXPOSURES AND COVERAGE (Continued)

Mr. John C. Immordino, CIC, CRM, RPLU

3:00 PM - 5:00 PM SECTION 5 EXCESS LIABILITY/COMMERCIAL UMBRELLA

COVERAGES

Mr. John C. Immordino, CIC, CRM, RPLU

Friday, October 9, 2020

8:30 AM - 9:00 AM Coffee & Rolls

9:00 AM - 11:00 AM Examination

Faculty

Patrick A. Deem Sr., CIC

PADSR, Inc., Austin, TX

John C. Immordino, CIC, CRM, RPLU

Arlington Roe & Company, Inc., Valparaiso, IN

Ed Consultant

Gloria J. Thompson, CIC

Minneapolis, MN

Program Location

MIIAB/Austin Mutual Training Center

15490 101st Avenue North

Maple Grove, MN 55369

(763) 235-6460

Address & Phone:

www.TheNationalAlliance.com 10/16/2019

Page 7: James K. Ruble Seminar...8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Brian D. Bartosh, CIC 10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Brian D. Bartosh,

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James K. Ruble Seminar

Ruble Graduate SeminarMaple Grove, MN ● October 21-22, 2020

Wednesday, October 21, 2020

7:30 AM - 8:00 AM Registration with Coffee and Rolls

8:00 AM - 12:00 PM SECTION 1 The Devil Is In The Details...Cyber Policy Explained

Mr. John C. Immordino, CIC, CRM, RPLU

12:00 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM Concurrent Sessions:

SECTION 2 Social Engineering Attacks...What Will They Think Of Next?

Mr. John C. Immordino, CIC, CRM, RPLU

SECTION 3 Take the "Scary" Out of Consumer-Driven Health Plans and Health

Spending Accounts

Mr. Michael Kersgard, CIC, CLU

Thursday, October 22, 2020

7:30 AM - 8:00 AM Coffee & Rolls

8:00 AM - 12:00 PM Concurrent Sessions:

SECTION 4 Business Life and Health Exposures

Mr. Michael Kersgard, CIC, CLU

SECTION 5 Ethical Issues

Mr. Robert Ford, CIC, CISR, CPIA, CRIS, MLIS, CLCS

12:00 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM SECTION 6 Contractual Risk Transfer and the CGL

Mr. Robert Ford, CIC, CISR, CPIA, CRIS, MLIS, CLCS

Faculty

Robert Ford, CIC, CISR, CPIA, CRIS, MLIS, CLCS

American Insurance Center, Devils Lake, ND

John C. Immordino, CIC, CRM, RPLU

Arlington Roe & Company, Inc., Valparaiso, IN

Michael Kersgard, CIC, CLU

Venice, FL

Ed Consultant

Gloria J. Thompson, CIC

Minneapolis, MN

Program Location

MIIAB/Austin Mutual Training Center

15490 101st Avenue North

Maple Grove, MN 55369

(763) 235-6460

Address & Phone:

www.TheNationalAlliance.com 02/25/2020

Page 8: James K. Ruble Seminar...8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Brian D. Bartosh, CIC 10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Brian D. Bartosh,

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Personal LinesMaple Grove, MN ● November 11-13, 2020

The Society of Certified Insurance Counselors

Wednesday, November 11, 2020

7:30 AM - 8:00 AM Registration with Coffee and Rolls

8:00 AM - 12:15 PM SECTION 1 PERSONAL RESIDENTIAL COVERAGES

Mr. Jerry L. Kennedy, CIC

12:15 PM - 1:15 PM Lunch - on your own

1:15 PM - 5:15 PM PERSONAL RESIDENTIAL COVERAGES (Continued)

Mr. Jerry L. Kennedy, CIC

5:15 PM - 5:30 PM Exam Briefing

Thursday, November 12, 2020

7:30 AM - 8:00 AM Coffee & Rolls

8:00 AM - 12:00 PM SECTION 2 PERSONAL AUTOMOBILE COVERAGES

Mr. Kevin C. Amrhein, CIC

12:00 PM - 1:00 PM Lunch - on your own

1:00 PM - 3:00 PM PERSONAL AUTOMOBILE COVERAGES (Continued)

Mr. Kevin C. Amrhein, CIC

3:00 PM - 5:00 PM SECTION 3 PERSONAL UMBRELLA/EXCESS COVERAGES

Mr. Kevin C. Amrhein, CIC

Friday, November 13, 2020

8:30 AM - 9:00 AM Coffee & Rolls

9:00 AM - 11:00 AM Examination

Faculty

Kevin C. Amrhein, CIC

FISCE, Tallahassee, FL

Jerry L. Kennedy, CIC

Foisy & Kennedy, Inc., Grand Coulee, WA

Ed Consultant

Gloria J. Thompson, CIC

Minneapolis, MN

Program Location

MIIAB/Austin Mutual Training Center

15490 101st Avenue North

Maple Grove, MN 55369

(763) 235-6460

Address & Phone:

www.TheNationalAlliance.com 10/11/2019