Education and Events Calendar

5/14/2026 - 5/14/2027
THU
May
14
9:00 AM - 10:00 AM

Dog-bite claims can escalate fast. Learn what drives the cost, how coverage responds, and where smart claims handling can make all the difference.

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THU
May
14
11:00 AM - 2:00 PM

Spot the subtle signs others miss and learn how to act decisively when exploitation is suspected. Strengthen your confidence, protections, and professional judgment in complex real-world situations.

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TUE
May
19
8:00 AM - 10:00 AM

Build financial strategies from the ground up by following a clear pyramid framework that connects money management, protection, retirement planning, and legacy goals.

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TUE
May
19
11:00 AM - 2:00 PM

Think homeowners is simple? Think again. Discover the hidden gaps, roof traps, and endorsement strategies that can make or break your client’s next claim.

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WED
May
20
8:00 AM - 11:00 AM
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WED
May
20
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.

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WED
May
20
11:00 AM - 2:00 PM

Term or permanent? Cut through the noise, challenge the myths, and build smarter blended life insurance strategies that stand up to real world performance and scrutiny.

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THU
May
21
9:00 AM - 10:00 AM

A class designed to provide insurance producers with legislative updates from the 2025 Montana Legislature Regular Session that impact the property and casualty industry. 1 CE Credit You also have the opportunity to register your full ...

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THU
May
21
9:00 AM - 10:00 AM

Build stronger small business strategies using benefits, life insurance, and exit planning that work together to protect today and prepare for tomorrow.

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THU
May
21
11:00 AM - 1:00 PM

Clarify who insures what in condos and HOAs and spot the coverage gaps that create costly surprises when claims hit.

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TUE
June
2
9:00 AM - 10:00 AM

Cyber threats are hitting SMEs hard—are your clients ready? Learn to navigate coverage, avoid pitfalls, and elevate your advisory role in this essential one-hour session.

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TUE
June
2
11:00 AM - 1:00 PM

Builders Risk claims often hinge on details hidden in policy language. Learn how coverage gaps, timing triggers, and contract issues can turn routine construction losses into major disputes.

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WED
June
3
9:00 AM - 10:00 AM

No commute does not mean no risk. Learn how disability insurance protects remote workers and how to address coverage gaps in today’s hybrid workforce.

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WED
June
3
11:00 AM - 12:00 PM

When disaster strikes, income stops too. Learn how business interruption insurance responds, what policies cover, and how agents can guide clients through recovery planning.

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THU
June
4
11:00 AM - 12:00 PM

Think D&O is only for big public companies? Think again. Learn why small organizations face real liability risk and how to structure coverage that actually protects decision makers.

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TUE
June
9
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.

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TUE
June
9
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 ...

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WED
June
10
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.

Register
THU
June
11
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.

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THU
June
11
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.

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TUE
June
16
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.

Register
TUE
June
16
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.

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WED
June
17
8:00 AM - 11:00 AM
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WED
June
17
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.

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THU
June
18
9:00 AM - 10:00 AM

A class designed to provide insurance producers with legislative updates from the 2025 Montana Legislature Regular Session that impact the property and casualty industry. 1 CE Credit You also have the opportunity to register your full ...

Register
THU
June
18
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.

Register
TUE
July
14
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 ...

Register
WED
July
29
8:00 AM - 11:00 AM
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TUE
August
11
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 ...

Register
WED
August
26
8:00 AM - 11:00 AM
Register
TUE
September
8
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 ...

Register
WED
September
9
8:00 AM - 11:00 AM
Register
TUE
October
13
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 ...

Register
WED
November
4
8:00 AM - 11:00 AM
Register
TUE
November
10
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 ...

Register
TUE
December
8
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 ...

Register
WED
December
9
8:00 AM - 11:00 AM
Register
MON
May
3 5
8:00 AM - 5:00 PM
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