2012 First Quarter Seminar Schedule
2012 First Quarter Webinar Schedule
Many courses are presented at IBAO's School of Insurance, a bright, spacious classroom located close to Toronto's subway system and downtown core. For the exact location of the IBAO School, please click here.
Generally, IBAO's non-licensing programs are available for presentation locally at the affiliate level. Arrangements for such programs can be made through your Affiliate Education Chairperson or by contacting IBAO's Education Department at the number given below. The School strongly supports such arrangements, as they lower members' travel costs.
Courses and programs are also available at community colleges across Ontario, on video, via correspondence, or as special in-house presentations at your brokerage. For full details on these options find our 2012 Continuing Education First Quarter Calendar below or contact the Education Department at the numbers provided below

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2012 First Quarter Seminar Schedule
Building Construction – The Fundamentals
2 Technical Hours
Have you ever walked by a construction site and wondered how everything from building materials to liability is insured?
This 2 hour seminar will expand your knowledge on what it takes to “Insure the Project” from start to finish and craft a well written construction policy. Topics covered will include everything from insuring small homes under construction to large projects requiring wrap up coverage.
Objectives
- Improve your understanding of construction terms such as;
- Soft costs, hard costs, cessation of coverage, hot works, etc.
- Develop your ability to assess liability exposures on a construction site such as;
- Premises Liability for Owners
- CGL for single projects & annual blanket policies
- Wrap-up & Contractor’s Pollution Liability
- Claims handling
Recommended for
Producers / Brokerage Owners / Managers / Customer Sales-Service Representatives
Facilitator
Henry John, B.COMM, FCIP, CRM, CAIB, Premier Marine Insurance Managers Group
IBAO Toronto Date
Thursday, March 8, 2012
Time
9:00 am – 11:00 am
Cost
$119
Members Only

Human Capital Management Certificate Program
6 Management Hours per Day
This comprehensive 7-Part program is focused on strategic human resources management. It relates to aligning human capital management principles, programs and practices with organizational objectives while incorporating the unique environment that Insurance Brokerages operate and do business in. The content is structured around the four stages in the employee life cycle: Find, Select, Develop and Keep.
Objectives
- Insight into aligning organizational strategies and objectives with effective human capital strategies, programs and policies to increase Brokerage profitability
- Understanding and implementing Broker specific resourcing, recruitment and sourcing strategies
- Achieving alignment between employee and team goals with overarching organizational objectives
- Understanding the realities of the changing demographics and ongoing talent shortages in the insurance industry
- Understand how the Ontario legislative requirements practically impact each phase of the employee life cycle, including best practice suggestions towards minimizing Brokerage risks
- Reveal the results of intensive and up-to-date research on employee motivation issues in Canada, including financial and non-financial elements
- Create an understanding of leadership styles and the elements needed to successfully manage and grow leaders at varying stages of their development
Recommended for
Principal Brokers and Managers who strive to understand human capital management
Facilitator
Alex Gallacher, MBA, CHRP, Engage HR
2012 IBAO Toronto Dates
Day 1 – Foundation of Human Capital Management, March 8
Day 2 – Recruitment & Selection, April 4
Day 3 – Performance Management, May 2
Day 4 – Talent Management, May 3
Day 5 – Employment Law Basics, June 28
Day 6 – Culture, September 12
Day 7 – Growing Leaders, September 13
Time
9:00 am – 4:30 pm
Cost
$1599 per person Full Series (includes all 7 days)
$259 per person Per Full-Day
Members Only
A “Certificate of Recognition” will be issued upon completion of the full Program.

Miscellaneous Commercial Lines Coverages Boot Camp
6 Technical Hours
Thinking of a move to the commercial lines side of the business? Are you interested in attaining skills that lead to a higher closing ratio for new business, increased renewal retention and more high quality referrals? To achieve this goal, brokers must have both a solid understanding of various commercial coverages and the ability to help clients see how these coverages applies to their specific business.
Objectives
- Gain knowledge of several key commercial coverages including Business Interruption Insurance, Computer Equipment, Equipment Breakdown, Surety Bonds and much more.
- Apply the theory learned from case study situations.
- Learn how to prepare and use a flow chart of business processes to assess needs and explain insurance coverages to clients.
Recommended for
Accounts Executives and Customer Service Brokers who are new to commercial lines or who want to refresh their commercial knowledge.
Facilitator
Jo Anne Mitchell, CIP, Effective Training & Communications Plus
2012 Locations and Dates
| London | February 14 | Hamilton | May 15 |
| Windsor | February 15 | Markham | May 16 |
| Kitchener | February 23 | North Bay | May 24 |
| Barrie | May 8 | Peterborough | June 12 |
| Oshawa | May 9 | Belleville | June 13 |
| Mississauga | May 10 | Ottawa | June 14 |
Time
9:00 am – 4:30 pm
Cost
$209
Members Only
This Program is Proudly Sponsored by


Understanding the 21st Century Insurance Consumer
6 Management Hours
When you think about how much your buying habits have changed over the past five, ten and even twenty years, should it come as a surprise that consumer expectations for how, when and where they buy personal insurance have also changed significantly?
Get a “first-hand look” at how global trends are shaping the Canadian insurance consumer purchasing process. Follow the rapidly evolving competitive insurance landscape in Ontario and learn why it is no longer good enough to just be "better" than the alternatives. Review the latest customer and market intelligence and become part of a new breed of insurance broker that is committed to setting a new standard for delivering value to smarter more demanding insurance consumers.
Recommended for
Brokerage Owners, Managers
Facilitator
Bill Morris, BA, Navicom Inc. / Bryan Yetman, CIP, CRM, First Durham Insurance & Financial
2012 Locations / Dates
| Sudbury | March 20 | Oshawa | March 28 |
| Richmond Hill | March 21 | Hamilton | April 2 |
| Kitchener | March 22 | London | April 3 |
| Ottawa | March 27 | Thunder Bay | April 25 |
Time
9:00 am – 4:30 pm
Cost
$209
Members Only
This Program is Proudly Sponsored by

2012 First Quarter Webinar Schedule
Insurance Solutions for Condos &
Life Lease Units (Webinar)
2 Technical Hours
According to Canada Housing and Mortgage Corporation “there are almost as many types of condos as there are kinds of people who want to live in them. Residential condominiums can range from high and low-rise apartment buildings to townhouses, duplexes, triplexes, single detached homes, freehold. They also feature a wide variety of amenities designed to suit almost any budget or lifestyle”.
Objectives
- Learn the difference between traditional condos; freehold condos and life leases.
- Discuss the appropriate insurance solutions for the owners/occupiers of these units.
- Equip you to provide accurate insurance advice to these owners/occupiers.
Recommended for
Personal Lines Insurance Brokers, In-House Underwriters, Brokerage personal lines managers and team leaders.
Facilitator
Jo Anne Mitchell, CIP, Effective Training & Communications Plus
Date
Wednesday, February 22, 2012
Time
2:00 – 4:15 pm
Cost
$125 per person
$150 group rate for 2 - 3 people
$175 group rate for 4 - 6 people
$200 group rate for 7 - 9 people
Members only

Introduction to Business Interruption (Webinar)
1 Technical Hour
In this one hour introductory seminar, you will be introduced to the basic concepts of business interruption insurance, including the key elements of the most commonly used forms. The forms that will be addressed include: Profits & Profits ALS, Gross Earnings, Rental Income, Extra Expense and Contingent Business Interruption.
Objectives
- Develop an understanding of the most common business interruption wordings
- Understand how business interruption insurance complements commercial property insurance and how they work in tandem
- Learn the key differences between these forms
- Understand the purpose of this coverage and benefits that it provides
Recommended for
Customer Service Representatives, Junior Producers
Facilitator
John Scodeller, B.A., CIP, CRM, Intact Insurance
Date
Thursday, March 1, 2012
Time
9:30 am – 10:30 am
Cost
$69 Single registrant
$99 group rate for 2 – 3 people
$125 group rate for 4 – 6 people
$149 group rate for 7 – 9 people
Members Only

Recreational Vehicles – Insuring the Toys (Webinar)
1 Technical Hour
With so many people opting for Stay-Cations, we are seeing an increase in the number of toys needing coverage. Motorcycles, watercraft, snow vehicles and ATVs continue to be an area of growth and opportunity. Many of us are not familiar enough with the different brands and models to know what coverage is correct.
What is the difference between an e-bike and a scooter? What is the difference between an outboard and an inboard motor? Does it matter what the exhaust pipe on a motorcycle looks like?
This webinar will give front line staff a basic understanding of the questions that should be asked to ensure proper coverage on this ever growing line of business.
Objectives
- Expand your knowledge of recreational vehicles
- Develop the questions to ask to determine the coverage your client requires
- Grow your book with recreational vehicles
Recommended for
Front line staff – producers and CSRs
Facilitator
Donna Weaver, Dipl. (Hons.), CIP, CRM - Personal Lines Underwriter at The Dominion
Date
Wednesday, February 29, 2012
Time
9:30 am – 10:30 am
Cost
$69 Single registrant
$99 group rate for 2 – 3 people
$125 group rate for 4 – 6 people
$149 group rate for 7 – 9 people
Members Only

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