Seminars

Brokers - looking for RIBO hours?
Our seminar program is below, but if you're looking for a quick and easy way to meet the CE requirements of your license, check out CE OnDemand - a new catalogue of online continuing education courses. Learn more.

CE Credits Available for Other Provinces: 
Do you Need CE Credits for Alberta and/or Manitoba? The Insurance Institute of Ontario is pleased to be accredited to issue CE credits for our seminars to members who are licensed in the provinces of Manitoba and Alberta. Contact us at gtaseminars@insuranceinstitute.ca to learn more about this benefit.

▶ Upcoming seminars and seminars:

  • Broker/Agent Licensing Prep Course: Ontario Virtual Course (EST)
    WEBINAR | FOUNDATION | TECHNICAL Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a virtual classroom setting. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exa ...

  • Ethics for the Modern Broker - Member Bonus Webinar (EST)
    Brokers are trusted by both insurers and consumers, and rely on word of mouth for success. Having a reputation for being ethical is essential. In this one-hour webinar, you’ll learn how to identify and address ethical dilemmas, while earning your Ethics CE credit requirement. A reputation for being knowledgeable, professional and trustworthy is an invaluable asset in serving clients and building your book of business. The Broker Code of Conduct exists to detail and remind brokers of their duties ...

  • Commercial Endorsements & Extensions - Webinar (EST)
    You’ll look at the most commonly used commercial endorsements and floaters. This will include but not limited to Building Bylaws, Stock Spoilage, the Exhibition Floater and the Installation Floater. Through this overview and related claims examples, you’ll gain an excellent understanding of how the various coverages can and should be applied. Seminar Leader : Melanie Needham, FCIP, CRM President, MRD Consulting RIBO CE Hours: 2 Technical hours (Pending) PLEASE NOTE : - Your Insurance Institute o ...

  • Broker/Agent Licensing Three Day Exam Prep Course: Ontario Virtual Course (EST)
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This three-day course is designed for students who already have a basic understanding of the broker/agent licensing study material. This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Note: This course is not intended for students with little to no previous insurance kno ...

  • Ethics for the Modern Broker - Member Bonus Webinar (EST)
    Brokers are trusted by both insurers and consumers, and rely on word of mouth for success. Having a reputation for being ethical is essential. In this one-hour webinar, you’ll learn how to identify and address ethical dilemmas, while earning your Ethics CE credit requirement. A reputation for being knowledgeable, professional and trustworthy is an invaluable asset in serving clients and building your book of business. The Broker Code of Conduct exists to detail and remind brokers of their duties ...

  • Broker/Agent Licensing Prep Course: Ontario Virtual Course (EST)
    Are you looking to start a new career as an insurance broker or agent? *** Please Note - this course has been changed to an on line format*** This intensive course is designed to assist students, new to the insurance industry, to pass the Agent or Broker - Basic Licensing Exam. We have small classes, with excellent results. Participants will benefit from these learnings: -Introduction to insurance business, the law and insurance, insurance contracts, insurance intermediaries -The insurance compa ...

  • Understanding E&O Insurance - Webinar (EST)
    The widespread impact of COVID-19 has fundamentally changed the way we interact with each other, and now more than ever, it is crucial that insurance professionals understand at the very least the basics of this very important coverage. Join us for this high level overview where we will provide you with an overview of what the coverage entails, who needs the coverage, what is included and how to underwrite an application. We will discuss how to understand all of the aspects and common underwriti ...

  • Understanding D&O Liability - Webinar (EST)
    This D&O Insurance seminar is addressed to all industry professionals who want to learn the essentials or need a refresher of this coverage We begin with an overview of what the coverage entails and discuss who needs the coverage, what is included in the coverage and how to underwrite an application. We then will do a case study, which will consist of a review of an application with financial statements and by-laws. We will discuss how to understand all of the aspects and common underwriting ...

  • Broker/Agent Licensing Prep Course: Ontario Virtual Course (EST)
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Par ...

  • Finance for the non-financial professional - webinar (EST)
    This 3-hr session is addressed to all positions in the insurance industry. Webinar leader Melanie Needham will cover the basics of reading and understanding financial statements, including, but not limited to, the main four financials: - Income Statement - Balance Sheet - Cash Flow Statement - Statement of Changes in Shareholder Equity These items will be covered and explained in the context of insurance and how they’re used in underwriting the risk. This webinar will include review of worksheet ...

  • Symposium West 2020: Clearing Our Vision for the Future
    Symposium West is the premier professional development event for insurance professionals, designed for members of the Southwestern, Hamilton/Niagara, and Conestoga Chapters. Thought-provoking sessions bring together bright minds, idea-focused on a wide range of subjects. The shared goal is to foster learning, innovation, inspiration, and stimulate conversations that matter. This year's Event line-up is as follows. For more info on individual sessions please visit https://bit.ly/symposiumwest2020 ...

  • Ethics at Work Webinar - August
    WEBINAR | BUILDING | ETHICAL Brokers are trusted by their employers, insurers and consumers, and rely on word of mouth for success. Having a reputation for being ethical is essential. Every day we are bombarded by stories of corporate scandals and ethical dilemmas in organizations. Once seen as a "nice to know," ethics training is now a "must." A commitment to conducting business lawfully and ethically is fundamental to an organization’s existence and its success. In this one-hour seminar, you’l ...

  • Assessing Commercial Risks -Webinar (EST)
    WEBINAR | BUILDING | TECHNICAL Assessing a commercial risk is more than just what the business does.Your commercial clients rely on you to provide advice that is accurate and timely. The consequences of not identifying and analyzing risks an organization faces may be critical. Consider an insured that learns that a major loss is not covered. The broker/agent may be blamed for not advising the client to purchase appropriate insurance; the insurer is likely to bear the client’s anger and frustrati ...

  • At the Forefront: From the Great Fire of London to COVID 19 - Webinar (EST)
    From the Great Fire of London to COVID 19: What is next for the global reinsurance market? The global reinsurance market has in many ways fundamentally remained the same since it’s formative days in Lloyds of London over three hundred years ago. But the rise of big data and growing interest in catastrophic risk as an investment class by pension funds threatens it with disruption. In this talk, Matt Wolfe, President of Aon Reinsurance Solutions Canada will take you through a short history of rein ...

  • Fundamentals Series: 105 In Good Company with Commercial Automobile - Webinar (EST)
    Do you need an overview of the principles and concepts, as well as the technical side of commercial auto? Commercial lines auto insurance can seem complex at first, but it doesn’t have to be. Join us for this full-day seminar, covering everything you’ll need to know as a new industry employee, or as someone moving from personal lines to commercial lines. You’ll see the benefits of attending this seminar right away in your workplace: Brokers : comprehend the basics of commercial auto to provide s ...

  • Commercial Lines: Specialty Coverages - Webinar (EST)
    WEBINAR | FOUNDATION | TECHNICAL Are you confident about discussing business interruption, crime, surety and equipment breakdown? Specialty Coverages, is a full day interactive seminar that will provide a comprehensive review of coverages under business interruption, crime, equipment breakdown policies and surety bonds. In this interactive session, you will also: review how values are determined review the exclusions and, review underwriting considerations Not all customers have the same needs a ...

  • Everything DiSC Mangement Training - Webinar (EST)
    Everything DiSC® Management Everything DiSC® Management is online classroom training that uses online pre-work, engaging facilitation with contemporary video, and online follow-up to create a personalized learning experience. Participants learn how to read the styles of the people they manage. The result is managers who adapt their styles to manage more effectively. EVERYTHING DiSC MANAGEMENT FOCUSES ON: •Your DiSC Management Style •Directing and Delegating •Improving Employee Motivation •Employ ...

  • Understanding and Selling Accident Benefits - Webinar (EST)
    WEBINAR | BUILDING | TECHNICAL Are you confident you know all you need to about Accident Benefits (AB), including the optional benefits coverage under the Ontario Automobile Policy? Responsibility for helping consumers understand more about AB coverage lies with the insurance professionals having the most consumer contact. It is especially critical for anyone selling new or renewal policies.Licensed insurance professionals, claims handlers and the underwriters who support them must have a strong ...

  • From problematic to productive: Managing different personalities - Webinar (EST)
    We all know that different personalities can be a difficult part of any manager's job. Join us for this entertaining and interactive session where you will learn how to:  Adopt the necessary mindset to change them from problematic to productive  Master how to explain the problem calmly in a short feedback session  Confidently get a commitment to change, and follow up  Mentor others to replicate the process  Help develop the situational awareness required to spot trouble earlier Seminar Leader : ...

  • Fundamental Series: 104 - Down to Business with Commercial Property - Webinar (EST)
    WEBINAR | FOUNDATION | TECHNICAL The complexities of commercial property insurance are many, and there are very few similarities with residential property insurance. How do you classify commercial property? How is the risk assessed? How are commercial property values established? These are critical questions without simple answers, because this line of insurance requires a breadth and depth of knowledge that takes time to acquire. Whether you’re making the move from personal lines to commercial ...

  • Fundamentals Series: 108 Condominium Conundrums - Webinar (EST)
    Condo insurance is an often misunderstood product. Misconceptions are common and many stem from confusion about coverage provided by the Condo Corporation’s insurance vs. the unit owner’s condo insurance. Whether you’re a Broker, Underwriter or Adjuster, learn about this in demand product. Condo sales aren’t showing signs of slowing down soon and a condo is often the first time homebuyer’s step into the real estate market. Helping customers identify their needs and ensure proper coverage will go ...

  • Fundamentals Series: 106 Covering Clients with Personal Umbrella - Webinar (EST)
    Imagine that one of your clients was judged to be legally liable for injuries suffered by a third party. What would happen if the incident that caused the loss was covered under the insurance policy, but your client was ordered to pay the injured party more than the limit of the liability provided by the policy you sold? Or, perhaps your client is sued for an occurrence arising from his or her volunteer work for a non-profit organization. Would a claim of this nature be covered by the underlying ...

  • The New Performance Appraisal - Webinar (EST)
    WEBINAR | ENHANCING | MANAGEMENT The Insurance Industry is currently witnessing a striking change in the practices of performance management.  The traditional annual performance appraisal process that has been deeply ingrained in organizations for decades is giving way to more frequent conversations between managers and staff members.  Ratings are being abandoned and replaced with dialogues about performance; rather than a review of the past, the most progressive organizations are switching to d ...

  • Coaching for Performance - Webinar (EST)
    WEBINAR | ENHANCING | MANAGEMENT Many business leaders and owners make the big mistake of not performance coaching their people. Yet it is the fastest way to engage your employees and deliver better results. Coaching is so much more than laying out the expectations and making sure they are met. Your role involves identifying potential among individuals and helping to coach them to understand their potential and maximize it. Join us as we discuss the framework involved in performance coaching to ...

  • Broker/Agent Licensing Prep Course: Ontario Virtual Course (EST)
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a virtual classroom setting. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker e ...

  • Fundamentals of Employment Law for Team leads, Supervisors & Managers - Webinar (EST)
    At every step of the employment relationship from advertising an opening, to interviewing a candidate, to hiring and firing an employee, missteps can cause issues that lead to legal action. As a team lead, supervisor or manager you need to be aware of the pitfalls and how to avoid them. Join us to learn more about employment law and how it affects your role in the insurance industry. This half-day interactive presentation is designed to provide you a practical understanding of employment law. Th ...

  • Cyber Coverage Sales: Winning Approaches to Get Results - webinar (EST)
    Are your cyber sales efforts stalling when there should be a flood of new business? Do you struggle to have the cyber risk conversation with your clients, and never seem to get anywhere? Do you have clients that don’t understand just how much cyber risk exposure they have? If you answered "yes" to these questions, and would like to position your brokerage as a trusted advisor on cyber risks, this half-day CIP Society seminar is for you! Presented by Serge Solski, cyber risks expert within the in ...

  • Broker/Agent Licensing Preparation Course
    CLASSROOM | FOUNDATION | TECHNICAL Give yourself the best chance of success in your RIBO Level 1 or OTL exam. This 10 day course is designed to assist you, new to the insurance industry, to pass the Agent or Broker Basic Level 1 Licensing Exam. The licensing exam will be held on Friday, October 9 at 10:00 a.m. This is an intensive course and requires you to attend all classes as well as complete at home assignments which will be reviewed in class with your instructor, Lyall Bell, CIP. Here's wha ...

  • Commercial Liability 101 - Webinar (EST)
    WEBINAR | FOUNDATION | TECHNICAL The complexities of commercial liabilty insurance are many. How is the risk assessed? How are limits established? How are coverages determined? These are critical questions without simple answers, because this line of insurance requires a breadth and depth of knowledge that takes time to acquire. Whether you’re making the move from personal lines to commercial lines insurance, or simply interested in expanding your knowledge with future opportunities in mind, you ...

  • Managing Stress - Webinar (EST)
    Stress is prevelant in everyone's life and cannot be avoided, however we can apply tools to help us deal with stress. We will discover the warning signs and symptoms of stress and how we can try to prevent critical issues. We will discuss why a specific situation has become a stressful situation and learn how to work through the situation and pull out the positives opposed to the negatives. Recommended Attendees - All Industry Professionals Seminar Leader : Melanie Needham, FCIP, CRM President, ...

  • Productive Conflict Management- Webinar (EST)
    WEBINAR | BUILDING | MANAGEMENT One of the most stressful yet inevitable experiences in the workplace is inter-personal conflict. Conflict may be impacted by a number of factors including; an organization’s culture, hierarchy, and working styles. Learn how to manage conflict in a positive manner to build a stronger workplace, Workplace conflict is inevitable. Rather than focus on a step-by-step process for conflict resolution, this session will help learners curb destructive behaviors so that co ...

  • Manufacturers & Wholesalers (Webinar)
    WEBINAR | BUILDING | TECHNICAL This class of business is extremely interesting with specialized coverage created for the needs of manufacturing or wholesaling companies. Whether you manufacture goods, process food or wholesale products like electrical supplies, fruit and vegetables or clothing this webinar is for you. This two hour webinar covers property insurance, general liability insurance (including completed product and operations liability), inherent defect insurance and equipment breakdo ...

  • Commercial Broker Jump Start - On-Line (EST)
    Give your new Commercial brokers a Jump Start into their careers!. This new five day program is designed to help launch the careers of newly licensed or transitioning brokers with the technical knowledge and professional skills required for them to be successful in their new roles. Over the course of the five days we will cover: • a review of basic insurance policies along with detailed underwriting skills such as application completion, calculators and reports • negotiation, • time management, ...

  • Advanced Business Interruption - Webinar (EST)
    WEBINAR | ENHANCING | TECHNICAL Business interruption insurance is often perceived as a highly technical field, both difficult to sell and to service. As a result, it is a commodity that, although important to all risk portfolios, is undersold. This seminar aims to put aside the accounting and the numbers so that the insurance people in all disciplines can get a better handle on the how to’s of business interruption. Using case studies learners will get hands on practice determining coverage lev ...

  • Broker/Agent Licensing Three Day Exam Prep Course: Ontario Virtual Course (EST)
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This three-day course is designed for students who already have a basic understanding of the broker/agent licensing study material. This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Note: This course is not intended for students with little to no previous insurance kno ...

  • Broker/Agent Licensing Prep Course: Ontario Virtual Course (EST)
    Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting. Kawartha/Durham Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, a convenient yet intensive 1 week Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Participants will benefit fr ...

  • Broker/Agent Licensing Prep Course: Ontario Virtual Course (EST)
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a virtual classroom setting. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker e ...

  • Professional Liability/Errors & Omissions Ins (EST)
    WEBINAR | ENHANCING | TECHNICAL If you already have an understanding of general liability insurance, this full day will provide you practical information about Errors and Omissions insurance. The facilitators will explain how E&O exposures arise and how insurance coverage works, how to advice insureds, and how to deal with claims. A detailed workshop will provide a guide based on real circumstances of how to address the application of cover and resolving claims. You will learn more about: Ho ...

  • Five Behaviors of a Cohesive Team® - Two Day Webinar (EST)
    WEBINAR | ENHANCING | MANAGEMENT The Five Behaviors of a Cohesive Team™ has a simple goal: to facilitate a learning experience that helps professionals and their organizations discover what it takes to build a truly cohesive and effective team. In this session you will learn how to improve team effectiveness and productivity through the understanding and application of The Five Behaviors™: Trust, Conflict, Commitment, Accountability, and Results. Grounded in the model described in Patrick Lencio ...

  • Broker/Agent Licensing Prep Course:Ontario Virtual Course (EST)
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a Virtual classroom setting. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker e ...