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James K. Ruble Graduate Seminar

April 29, 2021 8:00 AM - April 30, 2021 5:15 PM (CDT)

Description

**Must be CIC designated to attend**

The Certified Insurance Counselors Program has been the insurance industry's premier, proven source for practical, real-world education since 1969, enhancing professional skills and offering an opportunity for national recognition within the insurance community.

Faculty

TED A. KINNEY, CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS, AAM

Ted Kinney is the owner/President of Kinney Training and Consulting, LLC, which specializes in providing quality insurance training programs to agencies and companies throughout the United States.

Ted also serves as the Director of Education and Technical Affairs for the Alabama Independent Insurance Agents in Birmingham, Alabama. In this position, he is responsible for developing agent education programs and providing technical assistance to association members.

Ted has been in the insurance business since his graduation from the Ohio State University in 1973. During his career, he has worked as an underwriter, field sales manager, department supervisor, marketing specialist, trainer and insurance agent. From 1994 to 2003, Ted was the Director of Curriculum and Faculty Development for PIA of Ohio & Indiana. During that time, he developed over 150 training courses covering all aspects of the insurance industry.

He has obtained several insurance designations including Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), Associate in Underwriting (AU), Associate in Automation Management (AAM), Accredited Advisor in Insurance (AAI), Associate in General Insurance (AINS), Certified Professional Insurance Agent (CPIA) and Construction Risk and Insurance Specialist (CRIS).

He is a member of the national faculty of the Society of Certified Insurance Counselors, the American Insurance Marketing Society (CPIA) and the Independent Insurance Agents and Brokers of America’s “ask the expert” service. In addition, Ted is a member of the Society of Certified Insurance Counselors, and the National Academy of Producer Insurance Studies.

TIMOTHY L. McCLENDON, CIC, CWCA

Tim McClendon began his insurance career in 1972. His training included several years with a major carrier in all facets of the property and casualty business.

Tim is Managing Partner of Hertel McClendon, L.L.P. in Fort Worth, Texas. The agency maintains an additional location in Austin, Texas. The agency is affiliated with Insurors Group, L.L.C., comprised of twelve professional agencies in Fort Worth, Austin and all over Texas.

Tim earned the Certified Insurance Counselor professional designation in 1977, the Certified Workers Compensation Advisor designation in 2004, and is a licensed risk manager. His clients include manufacturers, printers, law firms, technology, retail and contracting risks.

A graduate of Texas Christian University, Tim holds a BBA degree in Management. He is a member of the TCU Lettermen’s Association and the TCU Alumni Association.

As a member of the Society of Certified Insurance Counselors National Faculty, Tim teaches insurance courses throughout Texas and around the country including Certified Insurance Service Representatives, Certified Insurance Counselors and Ruble Seminars. Tim was chosen as one of seven charter members of The National Alliance’s Distinguished Faculty in 2014.

He is a past chairman of the Board of Governors for the Society of CISR. served as Chairman of the Technical Affairs Committee for the Independent Insurance Agents & Brokers of America and is a past chairman of Mid-America Insurance Conference.

He is a past "Teacher of the Year" for Professional Insurance Agents of Texas and has been a member of the adjunct faculty teaching insurance and risk management courses for the M. J. Neeley School of Business at TCU. He has taught classes for the University of Dallas MBA program, the Independent Insurance Agents of Texas, CPCU Society, CFP program and in-house classes for many insurance carriers and agencies. Tim also serves as an expert witness in insurance-related litigation.  

Please be aware that course faculty assignments are subject to availability and can change without notice to the registered participants.


Ed Consultant

Sara Bradshaw Ray, CIC


Continuing Education

Attendance at this seminar qualifies for a total of 16 hours of continuing education credit, which includes two hours of ethics and one hour of legislative credit in Oklahoma for P/C licenses.

 

Cancellation Policy

We realize that “life gets in the way” and sometimes our stakeholders cannot avoid canceling, transferring and registering late for events. It is important to understand that every event that we host involves both hard and soft costs to the organization and we must be good stewards of our resources. We will refund 100% funds up to one week within class date. If canceling within one week of class, we will refund 50% of the registration fee. You may be able to transfer funds from one class to a future class for free if a member to the Association. 

Time

Schedule

Thursday, April 29, 2021
7:30 AM - 8:00 AM Registration with Coffee & Breakfast
8:00 AM - 12:00 PM Crisis Management Mr. Ted Kinney CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS, AAM
12:00 PM - 1:15 PM Lunch - on your own
1:15 PM - 5:15 PM Future of the Deal in M&A Mr. Ted Kinney CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS, AAM


Friday, April 30, 2021

7:30 AM - 8:00 AM Coffee & Breakfast
8:00 AM - 12:00 PM Decisions Risks and Coverages for Executive Risks
Mr. Tim McClendon CIC, CWCA
12:00 PM - 1:15 PM Lunch - on your own
1:15 PM - 5:15 PM Cyber Risk Mr. Tim McClendon CIC, CWCA

Location

Big I Oklahoma Conference Center

If in need of lodging, click the link to access our room rate at Embassy Suites! 

Pricing

The $445 registration fee includes the cost of instruction, refreshment breaks, and study material. 

Online registration will close 10 days within class date. Please contact Big I OK or education@bigiok.com for available seating. If registering within one week of class date, there will be a $25 fee. We will refund 100% funds up to one week within class date. If canceling within one week of class, we will refund 50% of the registration fee.  You may be able to transfer funds from one class to a future class for free if a member to the Association. 

Contact Information

Big I Oklahoma
Name: Hannah Stendel
Email: hannah.stendel@bigiok.com
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