Fundamentals of Financial


Calgary, AB [Map]
Date and Time: February 28, 2020 10:00 a.m. - 12:00 p.m. MDT
Melanie Needham, FCIP, CRM
MRD Training & Consulting Inc.


In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents, this seminar will focus on how to achieve greater efficiency and minimize paperwork, how to manage customer expectations and suggestions for controlling errors and omissions exposures.  The facilitator will provide suggestions for eliminating the use of certificates of insurance as much as possible and educating clients to harmonize the service relationship when it comes to paperwork. 

This seminar will be very informative for Agents, Brokers and Underwriters.

Presenter:  Melanie Needham

President, MRD Training & Consulting Inc.  Melanie has  over 20 years experience in the insurance industry and has held various different positions which allows Melanie to have a deep understanding of different types of organizations.  A highly respected facilitator that knows insurance because she lives it , breathes it, and can infuse her own experience into it in an engaging and useful way.


Registration:   9:45 a.m.
Presentation:  10:00 - Noon MDT
Location:        Webinar

CE Credits:
   AIC Course ID # 52358, 2 CE Hours General and Adjuster

Registration Deadline:  Monday February 24, 2020

Sorry no refunds for cancellation - substitutions permitted as long as the substitute is registered with IISA and is a paid member.

***Late arrival or early departure results in no CE hours issued as per Alberta Insurance Council regulations.  For a webinar, this includes a transmission disruption due to unresolvable technical issues.  Partial hours cannot be issued.***

Link to Webinar: Prior to the webinar, all registrants will receive an e-mail providing the direct link to the Webinar. Your computer must be compatible with our Webinar technology.

System Requirements: Our Webinar platform is the latest version of Adobe Connect. It no longer supports Internet Explorer 7 or 8. Those using Chrome, Safari, and Internet Explorer 9 will not be prevented from entering the virtual classroom but may encounter issues related to connectivity. For an optimal webinar experience, guests are advised to use Firefox or Internet Explorer 10. IMPORTANT: You will need AUDIO on your computer in order to participate in this session. Please make sure you have tested your audio prior to attending.

Test Your System: To test your computer to ensure you meet the technical requirements in order to participate, please go to the following link: