Education and Events Calendar
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
CEU Live Webinar - Beyond the Four Walls: Hidden Homeowners Exposures and the Power of Endorsements
11:00 AM - 2:00 PM
3 General CE Credit Hours Category: Property & Casualty
CEU Live Webinar - Small Organizations, Big Exposure: Rethinking D&O Liability
9:00 AM - 10:00 AM
1 General CE Credit Hours Category: Property & Casualty
CEU Live Webinar - The Disaster Ethics Playbook: Fairness, Fidelity, and File Defensibility
11:00 AM - 2:00 PM
3 General CE Credit Hours Category: Ethics
CEU Live Webinar - Death by Spreadsheet: How Mortality Tables Build Life Insurance Products
9:00 AM - 10:00 AM
1 General CE Credit Hours Category: Life
CEU Live Webinar - Business Interruption Insurance: Prevent, Mitigate, and Resolve Losses
9:00 AM - 10:00 AM
1 General CE Credit Hours
CEU Live Webinar - From Drizzle to Disaster: A Deep Dive into Flood Insurance
11:00 AM - 2:00 PM
3 General CE Credit Hours
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
CEU Live Webinar - Insuring Small and Medium Businesses in the Age of Cybercrime: Coverage Trends and Best Practices
9:00 AM - 10:00 AM
1 General CE Credit Hours
CEU Live Webinar - Insuring Small and Medium Businesses in the Age of Cybercrime: Coverage Trends and Best Practices
9:00 AM - 10:00 AM
3 General CE Credit Hours
CEU Live Webinar - The Power of ERM: Strengthening Strategy Through Risk Thinking
11:00 AM - 12:00 PM
1 General CE Credit Hours
CEU Live Webinar - The Life Insurance Policy Review Conversation: Finding Coverage Gaps Before Clients Do
9:00 AM - 10:00 AM
1 General CE Credit Hours
CEU Live Webinar - The Life Insurance Policy Review Conversation: Finding Coverage Gaps Before Clients Do
9:00 AM - 10:00 AM
1 General CE Credit Hours Category: Life
CEU Live Webinar - From Hackers to Havoc: The Evolution of Cyber Risk
11:00 AM - 12:00 PM
1 General CE Credit Hours
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 ...
CEU Live Webinar - Risk, Recovery, and the Right Policy: Commercial Insurance Essentials
9:00 AM - 10:00 AM
1 General CE Credit Hours Category: Property & Casualty
CEU Live Webinar - Powering Up Protection: Electric & Hybrid Vehicles' Impact on Insurance
11:00 AM - 12:00 PM
1 General CE Credit Hours
2025 Montana Legislative Changes - July 16, 2026
9:00 AM - 10:00 AM
Fulfills the MT legislative update license renewal requirement.
CEU Live Webinar - Navigating Social Media Defamation: Insurance Coverage Insights
9:00 AM - 10:00 AM
1 General CE Credit Hours
CEU Live Webinar - Cannabis Insurance Essentials: Navigating Risks and Coverage in a Growing Market
11:00 AM - 12:00 PM
1 General CE Credit Hours
CEU Live Webinar - The Case of the Missing Millions: Tracking Down Insurance Leakage
9:00 AM - 11:00 AM
2 General CE Credit Hours Category: Property & Casualty
CEU Live Webinar - Who's Covered? Demystifying Additional Insured Endorsements
9:00 AM - 10:00 AM
1 General CE Credit Hours
CEU Live Webinar - The Price of Progress: Medical Inflation and the Insurance Domino Effect
11:00 AM - 1:00 PM
2 General CE Credit Hours
CEU Live Webinar - From Risk to Resilience: Exploring FAIR Plans and Emerging Insurance Alternatives
9:00 AM - 10:00 AM
1 General CE Credit Hours
CEU Live Webinar - From Risk to Resilience: Exploring FAIR Plans and Emerging Insurance Alternatives
9:00 AM - 10:00 AM
2 General CE Credit Hours
CEU Live Webinar - Coverage Collision: Avoiding Gaps Between Crime and Cyber Policies
11:00 AM - 1:00 PM
2 General CE Credit Hours Category: Property & Casualty
CEU Live Webinar - Gig Drivers, Real Claims: Understanding Insurance in the Rideshare and Delivery Era
1:00 PM - 2:00 PM
1 General CE Credit Hours
CEU Live Webinar - Retention by Design: Customer-Centric Insurance in the Digital Era
9:00 AM - 10:00 AM
1 General CE Credit Hours
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 Privacy Paradox: Power and Peril of Client Data
9:00 AM - 10:00 AM
1 General CE Credit Hours
CEU Live Webinar - The Financial Planning Pyramid: Simple Steps to Protect Income, Assets and Legacy
11:00 AM - 1:00 PM
2 General CE Credit Hours Category: Life
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.
