Calendar of Events

Upcoming events

    • February 08, 2018
    • 8:30 AM - 12:00 PM
    • Tustin Centre - Santa Ana

    3-hour CEU | Course Number: 328711


    The cornerstone of any successful business is a reputation of integrity and ethical behavior.  This is especially true as agents, brokers, and insurance companies are intimately involved in protecting the assets of the customers they serve.  As a result, members of our profession are held to a high standard of care in dealing with their clients, and they should be.

     

    Participants in the class will explore a number of areas surrounding ethics including:

     

    • Why ethical behavior is important
    • Consequences of not exhibiting ethical behavior
    • Morality vs. ethics
    • Approaches to ethical decision making
    • The value and implementation of a code of ethics and why it is good business

    Attendees will have the chance to participate in a wide variety of group discussions and case studies which will reinforce the role each of them plays in delivering products and services in an ethical manner.  By embracing a “right vs. right” attitude, agents and brokers will come away with a clear understanding of the role ethics plays in the insurance business.


    FEATURED SPEAKER


    Chris Behymer, CPCU, ASLI, CIW

    Director of Client Education

    Markel Corporation

     

    Chris Behymer received his Bachelor of Business Administration degree from the University of Wisconsin-Madison with majors in Risk Management and Insurance and Marketing in December of 1976.  Since entering the industry in January of 1977, he has held a variety of underwriting, marketing, and training positions for both standard and excess and surplus lines insurance companies.  He is currently the Director of Client Education for the Markel Corporation and is based in Scottsdale, Arizona. His responsibilities include managing Markel’s continuing education (CE) program on a national basis.

     

    Chris has developed and lead classes for a variety of insurance industry groups including the Wholesale & Specialty Insurance Association (formerly AAMGA University), state Independent Agents Associations, and a number of Surplus Line Associations around the country. 

     

    He served as the Director of the Education for the Arizona Chapter of CPCU from 1994 to 2011 and has been an active member of the Society of Insurance Trainers and Educators (SITE) since 1990.  He has also served on the Education Committee for the AAMGA/WSIA University since 1995.


    EVENT INFORMATION


    Tustin Centre

    1551 N. Tustin Avenue, Suite 150

    Santa Ana 92705


    NEW REGISTRATION FEES IN 2018

    Cost to Attend:

    Member: $0

    Non-Member: $50


    8:30 AM Registration

    9 AM to 12N CE Presentation


    REGISTER


    • April 24, 2018
    • 8:30 AM - 4:00 PM
    • Fullerton Insurance Services
    3-hours of Continuing Education Credit pending with Department of Insurance.


    FEATURED SPEAKER


    Richard S. Price II


    Rick Price was born in Whittier and raised in La Habra. He attended the University of California at Riverside where he graduated with high honors with a degree in Economics. Following graduation, he enrolled at the University of California, Davis School of Law, graduating in 1982.


    Rick has been practicing law in Fullerton since 1984 with the firm of Ballard, Wimer, Brockett & Edwards. Rick specializes in real estate and business law. His clients are primarily small to medium sized businesses located in Southern California, but also include national and publicly traded companies.


    Rick is an "AV" rated attorney by Martindale-Hubbell, the highest rating for legal ability and ethical standards.  Since 1987 Rick has been acting as a Judge Pro Tem in the Orange County Superior Court. In 1994 was selected to act as an Arbitrator in the Orange County Superior Court. He has also acted as a private mediator.


    Rick is admitted to practice law in all courts in the State of California, the Ninth Circuit Court of Appeal and the United States Supreme Court.

    Rick served as a Planning Commissioner for the City of Fullerton from 2000-2005, serving as its Chairman in 2003.


    EVENT INFORMATION


    Fullerton Insurance Services

    1009 S. Placentia Avenue

    Fullerton 92831


    Cost to Attend:

    Member: $15

    Non-Member: $35


    This CE course will be presented twice on April 24th.  Choose to attend either the AM session or PM session. 


    8:30 AM Registration

    9 AM to 12N Morning Presentation


    OR


    12:30 PM Registration

    1 to 4 PM Afternoon Presentation


    • May 10, 2018
    • 8:30 AM - 12:00 PM
    • Tustin Centre - Santa Ana


    • August 09, 2018
    • 8:30 AM - 12:00 PM
    • Tustin Centre - Santa Ana


    • September 19, 2018
    • 10:30 AM - 8:00 PM (PDT)
    • Tustin Ranch Golf Club | Tustin
     
    AGENDA

    10:30 AM
    Check-In and Putting Contest

    11 AM
    Lunch

    12 PM
    Shot-Gun Start (Scramble Format)

    4 to 5:30 PM
    Happy Hour

    5:30 PM
    $100,000 Shoot-Out

    5:45 PM
    Dinner, Award Presentation and Raffle Drawings

     


     ~ Thank You 2017 Sponsors ~


    Gold




    Silver










    Bronze



    Dinner


    INSURANCESOCIAL.MEDIA



     Closest to Pin

     Closest to Pin

    Tee


       
     

     

     

     
     


    • October 23, 2018
    • 8:30 AM - 4:00 PM
    • Fullerton Insurance Services
    3-hours of Continuing Education Credit pending with Department of Insurance.


    FEATURED SPEAKER


    Richard S. Price II


    Rick Price was born in Whittier and raised in La Habra. He attended the University of California at Riverside where he graduated with high honors with a degree in Economics. Following graduation, he enrolled at the University of California, Davis School of Law, graduating in 1982.


    Rick has been practicing law in Fullerton since 1984 with the firm of Ballard, Wimer, Brockett & Edwards. Rick specializes in real estate and business law. His clients are primarily small to medium sized businesses located in Southern California, but also include national and publicly traded companies.


    Rick is an "AV" rated attorney by Martindale-Hubbell, the highest rating for legal ability and ethical standards.  Since 1987 Rick has been acting as a Judge Pro Tem in the Orange County Superior Court. In 1994 was selected to act as an Arbitrator in the Orange County Superior Court. He has also acted as a private mediator.


    Rick is admitted to practice law in all courts in the State of California, the Ninth Circuit Court of Appeal and the United States Supreme Court.

    Rick served as a Planning Commissioner for the City of Fullerton from 2000-2005, serving as its Chairman in 2003.


    EVENT INFORMATION


    Fullerton Insurance Services

    1009 S. Placentia Avenue

    Fullerton 92831


    Cost to Attend:

    Member: $15

    Non-Member: $35


    This CE course will be presented twice on October 23rd.  Choose to attend either the AM session or PM session. 


    8:30 AM Registration

    9 AM to 12N Morning Presentation


    OR


    12:30 PM Registration

    1 to 4 PM Afternoon Presentation


    • November 08, 2018
    • 8:30 AM - 12:00 PM
    • Tustin Centre - Santa Ana


Past events

January 16, 2018 Covenants, Conditions and Restrictions (CC&Rs)
November 09, 2017 Cyber Risk Management Boot Camp
September 20, 2017 60th Annual Golf Tournament
August 10, 2017 The Life of a Workers Compensation Claim
May 11, 2017 The Synergy of Ethics and Success: How to Do "What's Right" for Your Clients and Your Business
April 13, 2017 Best Practices for Preventing and Handling Employment Claims
November 10, 2016 The Nuts and Bolts of Cargo Loss and Damage Claims
August 11, 2016 Avoiding E&O Claims PLUS Personal Umbrella Policy
June 16, 2016 CA Fair Claims Settlement Practices
June 09, 2016 Ethics: What Every Insurance Agent Needs to Know
February 11, 2016 Employee from Hell: Survival Tactics
November 12, 2015 Magic of Networking | A Social Event
November 12, 2015 Insight on Transportation Insurance
October 08, 2015 A Practical Guide to Business Income Coverages
September 16, 2015 58th Annual Golf Tournament
August 13, 2015 A Professional Negligence Mock Trial
May 14, 2015 From All Vantage Points: Producer and Compensation Agreements
April 15, 2015 Hidden Language and Hideous Endorsements | Broker Fees
February 12, 2015 Ethics and the Insurance Industry
December 04, 2014 Holiday Party - West Coast Flavor
November 13, 2014 Understanding Internet, Cyber and Data Breach Exposures – Where You, Your Clients and Customers Are Most at Risk
September 11, 2014 Proven tax Strategies for Insurance and Financial Professionals
September 10, 2014 57th Annual Golf Tournament
August 14, 2014 August Quarterly CE Meeting: Construction Defect
May 08, 2014 Education (ED) Day
April 10, 2014 Producer Series Program
February 13, 2014 Quarterly CE Meeting | Time Equals Money
December 04, 2013 Holiday Party - French Wine Tasting
November 14, 2013 Quarterly Meeting | Inland Marine Coverages and Underwriting
September 18, 2013 56th Annual Golf Tournament
August 07, 2013 Quarterly CE Meetings: Ethics or Fiduciary Task Management
August 01, 2013 Ultimate Quest: A Scavenger Hunt
May 15, 2013 Producers Development Series 3: Producer Compensation, Contracts & Vesting/Equity
May 15, 2013 Producer Development Series 2: RESCHEDULED to NEW DATE
May 09, 2013 Education (ED) Day
March 20, 2013 Producers Development Series 1: Strategies in Difficult Times
February 14, 2013 The Ever-Changing Nature of Management Liability Insurance
December 05, 2012 Wine Meets Art
November 08, 2012 What Every Employer Should Know: The Nuts and Bolts of Regulations, Laws and Best Practices
October 11, 2012 Overview of Social Media
September 12, 2012 55th Annual Golf Tournament
August 09, 2012 Fraud in Workers' Compensation
May 10, 2012 Education (ED) Day
February 09, 2012 Agency Agreements: Balancing Legalities with Realities
December 01, 2011 Old World / New World - A Wine Tasting Extravaganza
November 16, 2011 Education Day & Wine Mixer
November 10, 2011 3-Hour CE Program: Fair Claims Practices Act & More!
October 18, 2011 Buyers & Sellers Today & Structuring a Transaction
September 14, 2011 54th Annual Golf Tournament
September 14, 2011 Understanding the OSHA Inspection Process
August 17, 2011 To Merger, to Cluster or to Acquire?
June 07, 2011 Agency Valuation & Budgeting in Today's Economy
April 12, 2011 Education (ED) Day
February 24, 2011 Ethics and the Insurance Industry
December 02, 2010 Holiday Wine Tasting and Trivia Open House
October 21, 2010 Updates to ACORD Forms and Legislation/Litigation Affecting Brokers, Agents, and Insurers
September 15, 2010 53rd Annual Golf Tournament
July 15, 2010 Monster Hand: Major Claims - Where Does One Begin?
April 22, 2010 Education (ED) Day
February 11, 2010 Ethics in the Insurance Industry
December 10, 2009 Annual Holiday Party
October 08, 2009 Quarterly Continuing Education Program
September 16, 2009 52nd Annual Golf Tournament
July 16, 2009 Quarterly Continuing Education Program
April 09, 2009 Education (ED) Day
February 12, 2009 Ethics

2017 Program Sponsors



                                                                 

Copyright © 2015 Independent Insurance Agents and Brokers of Orange County
Ph: 866.921.6440 , ext. 2| Email: iiab04@yahoo.com

Powered by Wild Apricot Membership Software