Time Management for the Insurance Professional - Webinar (IISA)


Calgary, AB Map
Date and Time: May 25, 2023 10:00 a.m. - 12:00 p.m. MT

*This is the registration page for IISA members. Please register with your local Institute office IISK, IINB, IIMB, IIBC, IINA


It's now a cliché to talk about how busy we are. Many people feel overwhelmed by the amount of work coupled with the endless barrage of emails. We have to deal with more interruptions and distractions than ever before.

Time Management is process improvement utilized to be more organized in our approach to work and to have better decision making processes in terms of priorities and dealing with interruptions. In this session we start by looking at the biggest time wasters for most people. Then we learn how to establish priorities and stay more focused on them.

- We learn techniques and processes to deal with interruptions and "last-minute" work that comes at us all day. 

- We look at emails: how to deal with them decisively and how to file and archive them properly, which is so important in the insurance industry. 

- We also look at the most common Time Management tools and how to use them much more effectively. 

This session helps you to be more focused, more aware of your priorities, more organized and more in control of your day.

Presenter: Stephen P. Franklin: Stephen has spent the last 32 years helping individuals and teams with their Professional Development, through seminars, consulting and individual coaching across Canada. Through his work with the Insurance Institutes, he has helped many Insurance Professionals find real solutions to some of their most challenging workplace issues. He is an experienced facilitator, facilitating in accordance with the International Board of Standards for Training Performance and Instruction. In his various roles as a public speaker he has spoken across Canada as well as in the United States and Australia.


Registration:     9:45 a.m.
Presentation:   10:00 - Noon MT

CE Credits:  AIC Course ID # 57778, 2 CE Hours General and Adjuster

* If you require CE credits for licensing renewal requirements in provinces other than AB, please check with your provincial licensing regulator for validity.

Registration deadline is May 18, 2023

Corporate Rate: $50 per attendee for groups of 5 or more (membership is additional for non-members).  To register with a corporate rate, please contactiisamail@insuranceinstitute.ca.

Please be aware that tardy arrival to or early departure from any seminar or, in the case of a webinar an incomplete session as a result of unresolvable technical difficulties, will preclude IISA from issuing a CE certificate for the seminar.

Cancellation Policy:   Participant substitutions accepted up to 24 hours prior to webinar (substitute must be current member). IISA reserves the right to cancel the webinar due to unforeseen circumstances.

Best Practices for Virtual Sessions:

Please be advised that your image and voice may be captured and recorded during this virtual session for review purposes. Your participation in this virtual session is considered consent to be recorded as required by law.
It is highly recommended that you follow our suggested best practices when participating in any virtual session.
We have taken every precaution to keep you and your information safe.
Here is what we are doing to protect all of our stakeholders.

New members: IISA Membership Fee of $90 is applicable (membership expires May 31, 2024).  For assistance to renew or process a new membership, please contact iisamail@insuranceinstitute.ca or 403-266-3427.