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27 April
Brenda Powell Wells
Dr Brenda Wells and her risk management students are ready to bring their spring project to you. The topic? Peptides and the Future of Insurance. Their tackling what appears to be on everyone's mind these days, GLP-1 inhibitors. What the are, wh...
7 May
Frederick Fisher
Modern business wisdom tells us that personnel is one of the higher overhead categories and therefore, one of the quickest ways to increase margin and profitablity is to shed headcount. But what happens when the headcount goes down, but the work goes...
14 May
Joe Harrington
The world is unpredictable. That's the center of the risk and insurance world. Join us as Joe Harrington discussed political risk management and insurance in the second quarter of the 21st century.
4 June
Kevin Amrhein
One of the worst conversations that can happen in the insurance world is when a loss isn't covered. No matter who tells the insured that there's no coverage, it's not a good day for anyone. One more conversation that's worse for an agent is when it c...
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50 E&O Tips You Should Never Forget
Read NowThe Insurance Professional's Practical Guide to Workers' Compensation: From History through Audit
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*Click on an instructor's headshot to view their bio.
Patrick is the Director of Education at Insurance Journal’s Academy of Insurance, bringing together his deep industry know-how and love for teaching. He began his insurance career as a commercial underwriter for an MGA, focusing on niche markets like fire departments, ambulance companies, and home medical equipment dealers. It didn't take long for him to discover his knack for educating others, and soon he was designing and rolling out a new underwriter training program. He then became a trainer at one of Florida’s largest property insurers, training underwriters, agents, and claims professionals.
Patrick has written numerous articles for Insurance Journal and My New Markets and is the co-author of Risk-Proof Your Business - The Complete Guide to Smart Insurance Choices. He speaks to audiences online and in-person all over the United States, including insurance professionals, the insurance curious, commercial lending professionals, and insurance executives from other countries. He is a collector of industry designations, including CPCU, ITP, CIC, and CRM, highlighting his dedication to lifelong learning.
When he's not immersed in the world of insurance, Patrick loves hitting the road with his bride, spending time with his family, and helping his adult sons navigate the rollercoaster ride of adulthood.
Kathy Ryan, SPHR, is an award-winning author and owner of Pinnacle Coaching Group, LLC. Over the last 30 years, Kathy has influenced thousands of people in the business and non-profit sectors through her coaching, consulting, speaking and on-site training. Her expertise covers a wide range of subjects including leadership, communication, human resources management, team dynamics, and performance management.
Kathy earned her B.A. degree in psychology and history from Dickinson College in Carlisle, Pennsylvania and has been awarded a lifetime certification as a Senior Professional in Human Resources (SPHR) from the Society for Human Resources Management. She has experience working with diverse industries including insurance, hospitality and entertainment. She is certified in the use of the Myer-Briggs Type Assessment (MBTI), as well as a number of other assessments and tools to support development.
Kathy is author of the book, "You Have to Say the Words" An Integrity-Based Approach for Tackling Tough Conversations and Maximizing Performance, which won a Royal Palm Literary Award from the Florida Writers Association. Her interactive training program based on the book has helped thousands of managers to improve their coaching skills and drive performance. Her articles on leadership and other personal development topics have been published in numerous magazines including the Insurance Journal. You can follow Kathy’s blog, Inspired Leadership, at www.CoachKathyRyan.com .
Frederick J. Fisher, J.D. is currently the President of Fisher Consulting Group, Inc. and was the Founder of E.L.M. Insurance Brokers, a Wholesale & MGA facility specializing in Professional Liability and Specialty Line risks. He is a Member of the Editorial Board for Agents of America; a Faculty Member of the Claims College, and Member of the Executive Council, School of Professional Lines sponsored by the Claims & Litigation Management Association and Instructor for the Academy of Insurance.
Since his career began, Mr. Fisher focused on one vision: providing financial security to the client. The result was a successful 40-year career in Specialty Lines Insurance. In 1975, Mr. Fisher began his career on the service side, as an Independent E&O claims adjuster. In 1982, he bought the Company, continued with claims, while expanding the firm’s services to include qualitative claim auditing, risk management & loss control services, and acting as a TPA. In only 4 years, the annual billings increased by 400%. His claim auditing techniques and recommendations resulted in substantial client savings (including the SCRTD now known as the Los Angles MTA). Many Insurers and self-insureds adopted not only the performance standards raised in the audits but adopted his recommended Attorney Management Guidelines as a base, which are still in use today by many major insurers.
In 1995, he formed what is now known as ELM insurance Brokers, a firm that has acted as an MGA and Wholesale Broker of Professional Liability Insurance and Specialty Lines. From nothing, the firm grew rapidly to a $30 Million dollar facility when sold in 2008. He has lectured extensively on professional liability issues since 1978 and authored over 64 articles in trade journals and periodicals. He is the author of BROKER BEWARE, Selling Real Estate within the Law. He designed a program to conduct on-site pre-underwriting risk management assessments of a clients' professional liability exposures. In 1993, he was elected to the Professional Liability Underwriting Society (PLUS) Board of Trustees. After serving in all Officer capacities, he was elected President in 1997. He remains a Special Materials Expert for several RPLU courses and is the Senior Technical Advisor for The Professional Liability Manual, first published by the International Risk Management Institute in 1990. He has taught over 100 CE classes and lectures. He testifies regularly as an expert witness in cases dealing with the duties and obligations of professionals as well as on coverage and claims-made issues.
Nancy Germond is the Executive Director, Risk Management and Education, for the Independent Insurance Agents & Brokers of America, the “Big I.” She is located in Phoenix, Arizona. With almost four decades of risk management experience, her unique insights and abilities help businesses better understand and manage their risk. Nancy has authored scores of risk management-related articles, and white papers and has consulted and presented to public-sector and private-sector insurance organizations. She is a licensed P&C agent and adjuster.
A second-generation insurance professional, Nancy was the first risk manager of the City of Prescott, Arizona, and has worked in the private and public sectors as a claim and risk manager. Nancy holds a B.A. in Communication from Mills College and a Master’s degree in sociology from Lincoln University. She also holds the Associate in Risk Management, the Associate in Claims designation from the Insurance Institute of America, the Insurance Training Professional Designation from the Society of Insurance Trainers and is a Senior Professional in Human Resource Management.
Chris Burand is the Owner/Founder of Burand & Associates, LLC. Chris is the only insurance agency consultant with an Institute of Business Appraiser’s Certified Business Appraiser Accreditation and one of the very few who are certified by the two largest E&O carriers to provide audits for agencies. With more than 35 years of experience in the insurance industry, Chris is acknowledged as a leading consultant and is a nationally recognized speaker and author. His broad experience and wealth of knowledge have enabled him to work with hundreds of agencies, taking great care to learn the client’s goals and understand their needs while developing a solution for their specific situation.
Chris combines education, experience, and knowledge from multiple perspectives at proven levels that few other consultants or educators can provide. This enables Chris to provide holistic solutions. Chris’s services help agencies, individuals, and carriers identify strengths and opportunities, optimize productivity and profits, implement real-world strategies, leverage resources, and develop realistic plans of action in order to maximize profitable growth.
Chris established Burand & Associates in 1992 (originally known as Growth Planning). As a consultant, Chris has consulted with hundreds of agencies and many major insurance carriers. He built and now facilitates two insurance agency networking associations. He is also a featured speaker across the continent. To date, he has presented more than 400 seminars and educational programs, and his articles have also been published more than 500 times. He is a monthly columnist for The Insurance Journal, a past columnist for American Agent & Broker for eleven years, and his articles have appeared in Rough Notes, The National Underwriter, A.M. Best, many regional insurance publications, and many other trade publications. He also publishes Burand’s Insurance Agency Adviser for independent insurance agents.
Areas of Expertise
Insurance Agency Appraisals: Chris Burand’s professional services include appraisals for Acquisitions and Sales, Buy/Sell Agreements, Mergers, Dissolutions, and Perpetuation Planning.
Contingency Contract Analysis: Contingency contracts offer opportunities to increase compensation through negotiations and strategically placing business. Chris Burand’s Contingency Contract Analysis® service provides the information agents need to take advantage of those opportunities.
Note: Chris Burand and Burand & Associates, LLC are advocates of agencies which constructively manage and improve their contingency contracts by learning how to negotiate and use their contingency contracts more effectively. We maintain that agents can achieve considerably better results without ever taking actions that are detrimental or disadvantageous to the insureds. We have never and would not ever recommend that an agent and/or agency implement a policy of, or otherwise advocate, increasing its contingency income ahead of the insureds’ interests.
PEP® (Productivity Enhancement): Chris’s innovative statistical algorithm method for identifying procedural consistency, compliance, activity cost, and opportunity cost savings.
Carrier MD® Stability Analysis: A unique analytical method for creating opportunities to learn negotiating points and insurance carrier stability from an agency’s perspective.
Producer Compensation Plans: Chris Burand develops plans that increase profits and motivate producers.
Chris Christian stumbled into insurance in 1985 as a temporary employee at GAF Insurance Services, a bank-affiliated insurance agency in San Diego. After six years with GAF, Chris moved to the carrier side, opening the San Diego branch office of RLI Corp, an underwriter of specialty lines of insurance. The San Diego office was dedicated to Directors and Officers Liability coverage, and was the launching pad for Chris’s specialization in professional liability.
Chris left RLI in 1997 to establish her own underwriting facility at London American General Agency and branched out thereafter into professional liability broking.
Chris joined U.S. Risk in November of 2005 and six months later relocated herself, her significant other, and 26 animals to Tennessee, where she continues her pursuit of the art and science of professional liability broking, and contributes to the industry as a frequent speaker, author and association participant.
Mike Koscielny is a visionary leader with nearly 45 years of experience in building and leading effective teams in underwriting, sales, product development, and operations. With a profound passion for sharing his real-life experiences and fundamental principles for success, Mike has become a beacon of inspiration and mentorship for aspiring leaders.
As the CEO and Founder of Born2Lead, LLC, Mike's mission is to empower individuals with the knowledge and skills needed to excel in both business and life. His innate ability to teach and coach has earned him the reputation of being a "builder of people," as he openly shares his wisdom and insights with others.
Since July of 2023, Mike has served as the Director of Field Marketing for The University of Olivet, where he plays a pivotal role in connecting with emerging leaders in the insurance sector. Leveraging his extensive industry experience, he recruits top talent for the university's programs, shaping the future of the insurance industry through education and mentorship.
In addition, Mike is currently serving as the President of The Society of Insurance Trainers and Educators (SITE) since 2023. Mike plays a crucial role in providing opportunities for growth and networking to society members. The Society of Insurance Trainers and Educators is committed to enhancing the skills and knowledge of its members through various programs, networking opportunities, and services. Under Mike's leadership, SITE continues to be a valuable resource for professionals seeking to advance their careers in the insurance training and education sector.
In addition to his roles in education and leadership development, Mike is a respected instructor for both The National Alliance and The Institutes, where he imparts his expertise to aspiring professionals seeking advancement in insurance and risk management.
A prolific writer and presenter, Mike has authored numerous articles and delivered impactful presentations on topics ranging from leadership development to underwriting best practices. His acclaimed book, "Born2Lead: Lessons in Leadership," published in 2023, has reached readers across three continents, further solidifying his reputation as a thought leader in the field. Mike followed his first book with “Layoffs Suck! How to Survive a Layoff!” in 2024.
Mike's impact within the CPCU Society is legendary, characterized by his engaging presentation style and captivating storytelling. His ability to inspire meaningful connections and action stems from his unwavering commitment to lifelong learning and self-awareness.
Genuine, authentic, and influential, Mike embodies ethical behavior both professionally and personally. He resides in suburban Chicago with his wife, Deborah, and their beloved dogs, Wiley, and Teddy, finding joy in their companionship and spending quality time with family.
Outside of his professional endeavors, Mike continues to pursue his passion for writing and sharing knowledge, inspiring the next generation of leaders in the insurance industry and beyond. His ability to connect with people from all walks of life has earned him the admiration of many, as someone once said, "he does not know a stranger and he could talk the leg off a chair."
John O. Eubank, CPCU, ARM, is CEO and President of Professional Insurance Education, Inc. He was previously employed by the Insurance Services Office, Inc., as the Regional Operations Manager for its subsidiary Commercial Risk Services, Inc.
Mr. Eubank attended Vanderbilt University and was graduated from Illinois Institute of Technology in Chicago, Illinois with a BS degree in Fire Protection and Safety Engineering.
His professional affiliations have included Regional Vice President of the Society of Chartered Property and Casualty Underwriters (CPCU), PMLG of the Honorable Order of Blue Goose, member of the National Fire Protection Association, and member of the Society of Fire Protection Engineers.
Mr. Eubank serves as a trainer and speaker for various organizations including the Independent Insurance Agents and Brokers of America affiliates. He has also conducted training for the Great American Insurance Co., Hoosier Insurance Co., the Society of Certified Insurance Counselors (CIC), Society of CPCU, The National Association of Insurance Women (NAIW), the North American Retail Dealers Association and the Southern Agents Conference.
Mr. Eubank is recognized as one of the premier insurance educators having served as a National Faculty member of the Society of CIC since 1976, a national faculty member of the IIABA Virtual University, and is the recipient of the Professional Leadership Scroll from the American Institute for Property & Liability Underwriters and the Insurance Institute of America. He has researched, developed, written and published dozens of technical manuals and articles in business and trade periodicals.
Chris Longo has been Chief Executive Officer of McGowan Excess & Casualty (MEC) since its founding in 2005. MEC is a Managing General Underwriter with specialized skills in Commercial Umbrella and Excess insurance. Chris was previously the President of St. Paul Travelers Specialty Excess & Umbrella division and oversaw all of the unsupported umbrella business within that company. Prior to that we was President of Chubb Atlantic, an off shore insurance company based in Bermuda. Chris spent the first 19 years of his career with various Chubb companies and held a variety of senior Casualty positions including Vice President of U.S. Umbrella operations.
Bob is a Claims Manager with Academic Risk Resources & Insurance, LLC. He brings over 20 years of professional experience in commercial multi-line claims consulting and risk management. He also has over ten years of claims advocacy experience on OCIP and large construction losses.
In addition, Bob teaches professional development insurance courses for the Insurance Library of Boston and Polestar Performance Programs, Inc. Bob also has extensive experience in large loss claim management and has been retained as an expert witness by both plaintiff and defense attorneys on insurance disputes in litigation.
Bob’s present responsibilities include: complex coverage analysis, working with insurers to obtain proper and timely claim settlements, conducting multi-line claim reviews to monitor the reserving and establishing claims handling protocols of his clients’ insurers and TPAs.
Celebrated keynoter, facilitator, author and ICF-certified workplace productivity and business leader coach, Marsha Egan is devoted to energizing people to make the best use of their time so that they can lead their lives and achieve great stuff.
Focused on enabling growth through people, she applies her experience and skills to helping her clients achieve their personal, professional, and organizational goals.
Marsha Egan, CPCU, CSP, PCC, is CEO of the professional coaching firm, The Egan Group, Inc, which she started. She is an ATHENA Foundation Award recipient, one of PA's 50 Best Women in Business, and past president of the CPCU Society. A 25-yr. veteran of corporate & volunteer America, Ms. Egan intuitively reinvents leadership, by igniting leaders and entrepreneurs with positive change, interpersonal impact and innovation.
Preston is a founder and the Executive Director of “the Institute of WorkComp Professionals,” which trains and certifies insurance agents in workers’ compensation insurance. He is well known to the industry, speaking nationally for numerous insurance associations and authoring articles that have appeared in multiple trade publications. You may also know him through his weekly email, Presentation Skills Wisdom Letter.
Preston received his Bachelors Science degree from the University of California, Berkeley. He also taught insurance at a California Community College and chaired a week long insurance agency management school for 6 years.
With over 50 years experience in the industry he has a wealth of knowledge and expertise.
Brennan Quintus is the Chief Executive Officer of the North Dakota Insurance Reserve Fund (NDIRF), the source of risk services for North Dakota’s cities, counties, school districts, and other political subdivisions. Prior to being appointed CEO, Brennan led the NDIRF’s underwriting and loss control departments.
Brennan holds an undergraduate degree and an MBA from the University of Mary in Bismarck, ND and is currently pursuing a law degree from Concord Law School, an affiliate of the Purdue University System. He also holds many insurance designations, including the Chartered Property Casualty Underwriter (CPCU) and Certified Insurance Counselor (CIC) designations.
In addition to his role at the NDIRF, Brennan also serves as the President of the ND Roughrider Chapter of the CPCU Society and as an Executive Committee Member for the ND HR Collaborative.
Kevin is president of the Florida Insurance School of Continuing Education (FISCE) and the CE Partnership. He started his insurance career as a marketing intern before pounding the pavement as a commercial lines agent in Orlando, FL. He is a National Faculty member for the National Alliance for Insurance Education and Research’s CIC and Certified Insurance Service Representative (CISR) programs.
As an industry journalist, his articles have appeared in a variety of trade publications. His insurance television career, short-lived but quite glorious, once saw him serve as the expert adviser on an insurance-themed infomercial (yes- you read that correctly).
Kevin is a graduate of the University of Central Florida. His first teaching gig was as a golf instructor where he was frequently kicked off driving ranges for giving free lessons.
Walt has been training and coaching insurance (wholesale & retail) leaders and salespeople for over 25 years. He teaches and coaches an effective sales process that transforms conversations to make producers resonate with prospects. Walt has helped his clients drive consistent and predictable sales results and has retained several for over a decade. He is a former life insurance producer with Pacific Mutual Life and New England Financial.
But don't take our word for it!
Where do you stack up?
These exams were designed to help you pinpoint areas of interest for possible training opportunities.
This skills test focuses on workers' compensation topics, including;
This skills test focuses on personal lines topics, including;
This skills test focuses on commercial property topics, including;
This skills test focuses on commercial general liability topics, including;
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