Education and Events Calendar
CEU Live Webinar - Weathering Change: Mapping the Insurance Impact of Climate Migration
11:00 AM - 2:00 PM
Discover how climate-driven migration affects underwriting, pricing, coverage gaps, and claims handling. Gain practical strategies to navigate shifting populations and evolving insurance markets.
E&O-Customers First & How to Avoid Claims in Insurance
1:00 PM - 4:00 PM
E&O-Customers First & How to Avoid Claims in Insurance: MT Course ID 6000192207 - Approved for 3 PC CE credit in MT. Also approved for E&O Risk Management Credit with Westport and Utica. For all other E&O carriers, contact them to see ...
CEU Live Webinar - When Man's Best Friend Bites: The Cost and Coverage of Canine Claims
11:00 AM - 12:00 PM
Dog-bite claims can escalate fast. Learn what drives the cost, how coverage responds, and where smart claims handling can make all the difference.
CEU Live Webinar - Risk Financing Redefined: The Captive Advantage
8:00 AM - 9:00 AM
Step into the world of captive insurance and see how organizations reshape risk financing with creativity, control, and strong governance while avoiding the pitfalls that can undermine these powerful tools.
AFIS 2: Farm Liability
8:00 AM - 11:00 AM
AFIS 2 covers farm liability, including exposures from soil cultivation, crop production, livestock raising, and incidental operations like roadside stands. It explores the mix of residential and commercial risks and examines when farmers or ranchers may b
CEU Live Webinar - The Face of Risk: Biometrics, Privacy Battles, and Liability Trends
11:00 AM - 12:00 PM
Biometric data powers convenience, but it also fuels lawsuits, cyber claims, and regulatory scrutiny. See how identity-based risk is changing liability and coverage expectations.
CEU Live Webinar - Unconventional Dwellings: When the Form Doesn’t Match the Risk
9:00 AM - 10:00 AM
Learn how unconventional dwellings impact underwriting, coverage, and claims. Understand risk considerations for barndominiums, modular homes, manufactured housing, and shipping container properties.
CEU Live Webinar - The Disaster Ethics Playbook: Fairness, Fidelity, and File Defensibility
11:00 AM - 2:00 PM
When disasters strike, every conversation carries ethical weight. Learn how to balance compassion, policy obligations, and compliance while keeping claim files fair, clear, and defensible.
CEU Live Webinar - The Integrity Equation: Balancing Incentives, Loyalty and Ethical Judgment
11:00 AM - 2:00 PM
Balance incentives, loyalty, and ethics with confidence. Learn how sound judgment, transparency, and documentation protect clients and careers when pressures collide.
2025 Montana Legislative Changes - June 18, 2026
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
CEU Live Webinar - Bylaws, Buildings, and Blind Spots: Condo and HOA Coverage Explained
10:00 AM - 12:00 PM
Clarify who insures what in condos and HOAs and spot the coverage gaps that create costly surprises when claims hit.
CEU Live Webinar - The Great Life Insurance Debate: Term, Permanent, and the Truth in Between
11:00 AM - 2:00 PM
3 General CE Credit Hours Category: Life
CEU Live Webinar - The Hidden Costs of Bad Beneficiary Designations: Financial, Legal & Professional Fallout
9:00 AM - 10:00 AM
1 General CE Credit Hours
CEU Live Webinar - Small Business Planning in 3D: Benefits, Protection & Exit Strategies
11:00 AM - 12:00 PM
1 General CE Credit Hours Category: Life
CEU Live Webinar - Mind the Gaps: Where Excess and Umbrella Liability Quietly Fail
9:00 AM - 10:00 AM
1 General CE Credit Hours Category: Property & Casualty
AFIS 3: Farm Auto, Work Comp & Umbrella Insurance
8:00 AM - 11:00 AM
AFIS 3 covers farm auto, workers’ compensation, and umbrella insurance, addressing liability gaps in farm and general liability policies. It examines vehicle-related risks, worker exposures, and the need for excess liability coverage to ensure sufficient p
E&O-Customers First & How to Avoid Claims in Insurance - July 14, 2026
1:00 PM - 4:00 PM
E&O-Customers First & How to Avoid Claims in Insurance: MT Course ID 6000192207 - Approved for 3 PC CE credit in MT. Also approved for E&O Risk Management Credit with Westport and Utica. For all other E&O carriers, contact them to see ...
2025 Montana Legislative Changes - July 16, 2026
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
E&O-Customers First & How to Avoid Claims in Insurance - August 11, 2026
1:00 PM - 4:00 PM
E&O-Customers First & How to Avoid Claims in Insurance: MT Course ID 6000192207 - Approved for 3 PC CE credit in MT. Also approved for E&O Risk Management Credit with Westport and Utica. For all other E&O carriers, contact them to see ...
AFIS 4: Special Farm Property Insurance Lines
8:00 AM - 11:00 AM
AFIS 4 covers special farm property insurance, addressing gaps in standard policies. It examines unique exposures like equipment breakdown, mobile machinery, livestock, and crops, exploring specialized coverage options to manage these risks.
2025 Montana Legislative Changes - August 20, 2026
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
E&O-Customers First & How to Avoid Claims in Insurance - September 8, 2026
1:00 PM - 4:00 PM
E&O-Customers First & How to Avoid Claims in Insurance: MT Course ID 6000192207 - Approved for 3 PC CE credit in MT. Also approved for E&O Risk Management Credit with Westport and Utica. For all other E&O carriers, contact them to see ...
Webinar Wednesday - Flood: WYO, NFIP, Excess… Wait, there’s more!
8:00 AM - 11:00 AM
AFIS 5: Miscellaneous Farm Insurance Lines
8:00 AM - 11:00 AM
AFIS 5 covers emerging farm insurance needs, including pollution, management liability, and crime. It focuses on identifying these risks and addressing them with risk management and specialized coverage options.
2025 Montana Legislative Changes - September 17, 2026
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
E&O-Customers First & How to Avoid Claims in Insurance - October 13, 2026
1:00 PM - 4:00 PM
E&O-Customers First & How to Avoid Claims in Insurance: MT Course ID 6000192207 - Approved for 3 PC CE credit in MT. Also approved for E&O Risk Management Credit with Westport and Utica. For all other E&O carriers, contact them to see ...
2025 Montana Legislative Changes - October 15, 2026
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
Webinar Wednesday - Homeowners & Personal Umbrella: Digging Deeper
8:00 AM - 11:00 AM
E&O-Customers First & How to Avoid Claims in Insurance - November 10, 2026
1:00 PM - 4:00 PM
E&O-Customers First & How to Avoid Claims in Insurance: MT Course ID 6000192207 - Approved for 3 PC CE credit in MT. Also approved for E&O Risk Management Credit with Westport and Utica. For all other E&O carriers, contact them to see ...
2025 Montana Legislative Changes - November 19, 2026
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
E&O-Customers First & How to Avoid Claims in Insurance - December 8, 2026
1:00 PM - 4:00 PM
E&O-Customers First & How to Avoid Claims in Insurance: MT Course ID 6000192207 - Approved for 3 PC CE credit in MT. Also approved for E&O Risk Management Credit with Westport and Utica. For all other E&O carriers, contact them to see ...
2025 Montana Legislative Changes - December 17, 2026
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
2025 Montana Legislative Changes - January 21, 2027
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
2025 Montana Legislative Changes - February 18, 2027
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
2025 Montana Legislative Changes - March 18, 2027
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
2025 Montana Legislative Changes - April 15, 2027
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.