2025 Montana Conference Sessions
4:30 pm - 6:00 pm
Wednesday Welcome Reception
Location
Governor
Summary
Join us as we welcome you to our program. See friends, make friends and new connections.
8:00 am – 9:00 am
Thursday Breakfast with Exhibitors
Location
Executive
9:00 am – 12:00 pm
Thursday. A.M. Breakout - Are you Ready
Location
Legilslative
Summary
Valid for 3 CE in Montana
It aims to educate insurance industry professionals on the essential steps needed to help our clients stay prepared for any type of claim. While we cover a wide range of disaster scenarios, wildfires remain a relatively new and evolving challenge for many agents. This course will provide the necessary tools and training to navigate those challenges with confidence.
Discussion will center upon the interaction of the producer with both the insurance buying public and insurance companies and ensuring their clients who suffer a big loss understand and guide them through the recovery process.
9:00 am – 5:00 pm
Thursday - CPIA 2 - Implement for Success
Location
Judicial
Summary
CPIA 2 is an all day session, second in the series for the core courses of the CPIA Designation. Awards Lunch included - Please select the lunch option if you plan to attend so we have you counted. Thank you.
12:00 pm - 1:00 pm
Thursday Awards Lunch with Exhibitors
Location
Executive
1:00 pm to 4 pm
Thursday P.M. Breakout - Cover your Assets
Location
Legilslative
Speakers
-
Kathy Fraley
Summary
Valid for 3 CE in Montana
The course is designed to show how clients can easily get into trouble with questions, remarks, hiring, termination and various inappropriate behaviors not only for their agency but for their clients as well. Additional emphasis on understanding coverage issues, various endorsements and privacy concerns will be discussed protecting the clients and their customers.
Items will also include what the customer/consumer may need to have based on insurance coverages. Along with identifying issues they need to change in their business plan.
4:00 pm to 6:00 pm
Thursday P.M. Reception with Exhibitors
Location
Executive
8:00 am – 9:00 am
Friday Breakfast with Exhibitors
Location
Executive
9:00 am – 12:00 pm
Friday AM CE Breakout - So You Have an E&O Claim?
Location
Legilslative
Speakers
-
Kathy Fraley, CIC, CPIA
Summary
Valid for 3 CE in Montana
A three-hour study to assist the insurance agency in the identification of the professional liability exposure associated with the operation of an agency. During the course of the study, specific exposure areas will be identified and related to the potential financial impact upon the agency.
Available methods to reduce the risk of errors and omissions exposure will be examined. A brief scrutiny of the characteristics of Errors and Omissions policies and the impact of the characteristics upon Errors and Omissions claims payment will be discussed.
9:00 am – 5:00 pm
Friday - CPIA 3 Sustain for Success
Location
Judicial
Summary
CPIA 3 is an all day session, second in the series for the core courses of the CPIA Designation. Lunch is included. Please select the lunch so we have you counted. Thank you.
1:00 pm - 4:00 pm
Friday P.M. CE Breakout - Cyber Insurance
Location
Legilslative
Summary
Valid for 3 CE in Montana
The conveniences afforded by technology today were unfathomable just a few years ago. Unfortunately, cyber criminals seem to be at the top of the evolutionary chain as evidenced by their ability to constantly reinvent schemes to exploit the latest technologies for personal gain (if only these scumbags would use their talents for good!) In their efforts to keep up with these criminals and protect individuals and businesses from financial devastation, insurance companies are constantly evolving their Cyber insurance policies. This course reviews several of the latest updates to the standard Cyber insurance policy form created by the Insurance Services Office (ISO).
12:00 pm - 1:00 pm
Friday Lunch with Exhibitors
Location
Executive
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