vIISA-vis - Insurance Institute of Canada

It’s Exam Time…….Click HERE for a link to the IIC Examinations Page where you will find answers to many frequently asked questions.Please make special note that Friday April 10 th is a Statutory Holiday therefore Friday exams will be held on theFriday prior (Friday April 3 rd ). The remaining exams run on Monday April 6 to Thursday April 9. Calgary April examswill be held at IISA. Other cities TBA.PROCTORS NEEDEDPlease contact IISAat 403-266-3427.Do any of these sound like you?You’ve been crazy busy at work! You’ve made it through another CIP exam session! You loooove minigolf!It’s time to relax and engage in a little bit of friendly competition at IISA’sSchanks MiniOlympicsClick fordetailsThursday April 16 th | North Location | 5:00-9:00 | Buffet 6:15/MiniOlympics 7:15 | 2 drinks included | $40Page 3

CAIB transfer credits……towards your Chartered Insurance Professional designation…You have already proven your commitment to continuing education and professional developmentby the hard work you put in to the achievement of your CAIB designation. Did you know that yourCAIB brings you three courses closer to achieving your CIP? Why stop now? Your CIP studies willcomplement your CAIB knowledge by broadening your understanding of how the three maincomponents of insurance intertwine and interact – broker, underwriter, adjuster – add to yourexpertise as a broker by better understanding the role, purpose, and mandate of all three.The achievement of your General Level 1 License or Adjuster Level 1 License will also grant you credit for one CIPcourse – C11 Principles & Practice of Insurance.Click here for the CIP Syllabus and go to Page 35 (on the text page) for more info and how to apply for your transfer credits.IISA CIP Courses - Spring 09 – July ExamsRegistration Opens February 23 rd – Click here for Updates or to RegisterTuesday April 14C12 – Insurance on Property – IISA - Becky WagnerC110 – Essentials of Loss Adjusting – IISA - Barb ExtonC16 – The Business of Insurance – WebClass – George CooperWednesday April 15C120 – Underwriting Essentials – WebClass – Leah Strader-GoledC11 – Principles & Practice of Insurance – IISA – George CooperThursday April 16C130 – Essential Skills for the Insurance Broker & Agent – IISA - Ross BucsisC14 – Automobile Insurance Part 1 – IISA – David StarkFastTrack**C121 – Advanced Underwriting – IISA – Leah Strader-GoledSaturdays June 6 th , 13 th , 20 th , 27 th**C39 – Fraud Awareness & Prevention – IISA – Brian SpeirsSaturdays June 6 th , 13 th , 20 th , 27 th**Due to ongoing enrolment challenges in our elective offerings, we haveimplemented a preliminary registration deadline of March 16 th at which timethe viability of proceeding with these offerings will be evaluated.Don’t see what you want?Can your company host an InHouse Class?Can yourcompany hostanInHouse Class?Talk to any student who hasexperienced a CIP class attheir own office and they’lltell you that nothing is moreconvenient and easy thanjust stepping out of theircubicle and walking downthe hall to the Training Roomto learn with an Instructor.With a minimum of 15students, IISA may be able toarrange to have an Instructorput on the class at youroffice. If you don’t quitehave the 15 individuals butyou are able to open theclass to individuals fromother companies, please stillcontact us as your officelocation may also be veryconvenient to others.Page 4

CIP Courses and CE Credits- Attendance Does Count -When you take a CIP course, you may be eligible to receive 28 hours ofContinuing Education Credits. There are a few Alberta InsuranceCouncil stipulations to be aware of regarding your eligibility:• Whether you study through Distance Learning or InClassinstruction, if you pass the course you will get the CE hours.• If you take the course by Distance Learning and don’t pass thecourse, you will not get the CE hours.• If you take the course by InClass instruction and don’t pass thecourse, you must have attended 75% of the class sessions in orderto get the CE hours. If you miss too many classes (or partialclasses), you will not be eligible.The Difference between Distance Learning and InClass/WebClass:Distance Learning – study on your own and your whole grade is out ofthe 200 point final exam (plus up to 10 Test Paper bonus points if yousubmit them)InClass/WebClass – you have the input of an Instructor and your totalmark is calculated out of 300 points – 200 points for the final and 100points for the InClass portion which includes assignments, quizzes, and amidterm.What’s your preference?Lethbridge, Medicine Hat & Red Deer …….Back on the CIP course mapWebClasses are a good alternative for flexibility and for areas in whichthere are no live courses offered.Alberta’s First CIP WebClassIn Winter 09, IISA hosted Alberta’s firstWebClass with Barb Exton at the C13 helm.The Insurance Institute strives to offerconvenient and accessible educationalofferings. Through WebClasses, we will beable to open the instructional experience toinsurance professionals outside of Calgary, forthose who are on the road a lot, and to thosewithin Calgary who enjoy the locationflexibility the web format offers.(one Eastern Canada student went to hisWebClass while sitting at an airport!)The future for WebClasses is bright, althoughour first experience has not been withouthiccups. But, with valuable input from ourpioneering students and Barb, we will forgeonward and finesse the platform even further.Having a training session you want to get outof your own office to improve attendeeproductivity and attention level?IISA has three classrooms to meet your needs.Benefits include:- located at edge of downtown near CTrainand amenities- removing employees from their own worksettings can reduce distractions- cost effective - $100 per dayThat said, we are please to say that Medicine Hat and Red Deer both hadC14 classes in the Winter 09 semester.We hope to continue with live class offerings in these cities and areplanning on at least one class in Red Deer and Lethbridge in the Fall.Please contact the IISA to help us plan to better serve you.Please update your Member Profile!It's important that you keep your information current... as this is IISA’s communication link to you.It is also your best source for your class information and your exam marks.It is also your easiest way to register for events, seminars, and courses.So many reasons to update your profile.Page5

Upcoming Seminars…. Click on links for Registration & Speaker details…Anatomy of LiarD. Glenn Foster - Tuesday March 3 rd , 6.5 CE Credits all streamsMain Entry: liar, Part of Speech: noun, Definition: person who tells falsehoodSynonyms: cheat, con artist, deceiver, deluder, dissimulator, equivocator, fabler,fabricator, fabulist, false witness, falsifier, fibber, maligner, misleader, perjurer, phony,prevaricator, promoter, storyteller, tricksterRoget's 21st Century Thesaurus, Third EditionCopyright © 2008 by the Philip Lief Group.These are not flattering words and, more often than not, luckily we encounter honestindividuals and we don't have to worry ourselves about the damage untruths can haveon our business. However, unfortunately, from time to time our industry is faced withexactly this type of person. In this seminar, you will learn about various clues and tipoffsthat could red flag that an individual may be lying to you. Being aware of some telltalesigns of a liar will help you to properly evaluate a situation and allow you to planaccordingly.Discussed topics include Voice Analysis, Written Statement Analysis – wrappingthings up with an analysis of OJ Simpson's deposition.Exam Tips:From Start to SuccessBecky WagnerTuesday February 24 th2 CE Credits all streamsThis FREE workshop will offeryou study tips and techniquesto help you prepare for yourupcoming Insurance Instituteexams.It will also offer some stressrelief by briefly explaining anddemystifying some of theInsurance Institute examinationprotocol so you know what toexpect.The Micro and Macro of Operational ExcellenceLaura Kennedy – Tuesday March 10 th , 2 CE Credits all streamsIt is no secret we are in times of economic uncertainty - we are surrounded by banking and automotive bailouts andwarnings of looming recessions and we all wonder how it might affect us. In times like this, it is natural for companies andemployees alike to ponder how to best secure their own place in the market. For large companies, productivity, efficiencyand the reduction of waste can bring better profitability even if revenues are decreasing. Individuals can follow the samebasic steps to reduce waste and increase productivity to make them stronger employees and improve the overall output oftheir teams and functions.In this two-hour breakfast meeting, we’ll discuss the fundamentals of "Lean" operations which are the founding principles toToyota’s success in manufacturing. The seminar will balance the micro (how can I use Lean to make me a strong employee ina competitive workplace?) and the macro (how can companies or industries use Lean to weather the economic downturn?).CIP Course C39 –Fraud Awareness & PreventionBrian Speirs - FastTrack Format June 6, 13, 20, 27 th28 CE Credits all streamsWith the economy on the downturn, our industry is likelyto see an increase in fraudulent claims. C39 delves intothe cost of insurance fraud, ethics, the law, andcombating fraud.Most individuals think of CIP classes only in the pursuit oftheir designation but they can be a valuable stand alonesource of information and CE credits.We are offering this course in the condensed weekendFastTrack format to accommodate busy schedules.Karen MacWilliam 2 Part Series: 3 CE credits eachPart 1 - Certificates of Insurance and InterimDocuments - Managing the MadnessIn addition to discussing current case law regarding certificates ofinsurance, cover notes, binders and other interim and ancillaryinsurance documents, the seminar will focus on how to achievegreater efficiency and minimize paperwork, how to managecustomer expectations, and suggestions for controlling errors andomissions exposures.Part 2 - Additional Insureds: All You Need to KnowThis seminar will address the "How, When, & Why" to add additionalinsureds to client policies. We will also examine the legal and claimsconsequences of doing so.Call IISA to register for both and receive a 10% discount.Page 6

Page7

Page 8

The first everInsurance InstituteNational Education WeekBook it in your calendar.February 23 to 27, 2009Continuous professional education is atthe heart of what we do at theInsurance Institute. To celebrate ourcommitment to the delivery ofresponsive and relevant education tothe industry, we are proud to announceour first ever Insurance InstituteNational Education Week fromFebruary 23 – 27, 2009.Here is what’s going on at the Insurance Institute of Southern Alberta during National Education Week:Registration opens for Spring 2009 IISA InClass Courses!Date: Monday February 23, 2009Contact IISA or register onlineExam Tips – From Start to SuccessDate & Time: Tuesday, February 24, 7:30 to 9:30 a.m. MSTSpeaker: Becky Wagner, CIP and IISA CIP InstructorCIP Society 10 th Anniversary National Leadership WebinarDate & Time: Wednesday, February 25, 12:00 to 1:30 p.m. MSTSpeaker: Roger Martin, highly-respected Dean of Toronto’s Rotman School of ManagementFree Webinar - The Benefits of On-Line LearningDate & Time: Friday, February 27, multiple sessionsSpeaker: Craig Bell, eLearning Consultant, IICContent: Find out how it all works, how effective and user-friendly it is, and how the Institute is utilizing webtechnology to offer you more educational activities than ever before (such as online tutorials and web classes).Society of Fellows of Southern AlbertaYour local Society of Fellows has been very busy since last autumn. If you did not attend any of our sponsored luncheons, you missedsome excellent speakers (and some continuing education accreditation). We hosted the following:• Jim Rivait, Western VP of IBC – “Winning the confidence of consumers”• Dan Killam, Chief Superintendent of the RCMP – “Impact of crime on our industry and society”• Alf Savage, Chair of the Alberta Auto Rate Review Board – “Rate review processes and recent decisions”• Joanne Abram, CEO of the Alberta Insurance Council – “Proposed regulation changes, licensing, continuing education & theCode of Conduct”Remember – Stay informed about our events! Visit our website: www.societyoffellows.caOther Industry News….FCIP 2008 Graduates…did you know……? Your successful graduation entitles you to a complimentary membership in the Society ofFellows of Southern Alberta, until June 30, 2009. Of course, we hope you’ll renew at that time. There are benefits to be had, but we needyou to contact us to get your membership set up. If you know someone who is entitled, please encourage them to contact us! Pleasesend pertinent information to this email address: societyoffellows@gmail.comAny Volunteers? Our current board of directors is made up of volunteers. Two of our reasons for existing are to provide educational andsocial opportunities. As a result, we typically sponsor a number of speaker luncheons during the year, and put on one or two socialevents – please see our website for examples!Do you see yourself helping in this capacity? Our board is comprised of the usual positions like President, Vice-President, Secretary,Treasurer, but with positions for Directors-at-large too.If you’re interested, and you have obtained your FCIP with a valid membership in the Society of Fellows, then we would like to hear fromyou! Please contact us at the email address above.Page10

Convocation 2008Thank you for making Convocation 2008 a great success!Congratulations once again to all of our 2008 Graduates. And thank you to all of theguests that came out to support this year’s GIE, CIP and FCIP achievers and AwardWinners.In total, 335 people enjoyed the event on November 20, 2008 held once again at thePalomino Room at the Roundup Centre. It began with Graduate photos of whichevery Graduate got to take theirs home that same day. It then merged into theIndustry Trade Show and Graduate Reception where there was a lot of mingling andhugging as folk ran into old friends and colleagues they had not seen in awhile.For the formal portion of the event, Leah Strader-Goled, President of the IISA, was theMaster of Ceremonies and Peter Hohman, CEO of the Insurance Institute of Canada,was a great guest speaker.After lunch each graduate had their moment in the spotlight as they received theirframed certificates on stage from Leah and Peter. Awards were then presented to theNational and Local Award Winners by the Award Sponsors, along with a very specialand extremely prestigious National Award presented by Peter Hohman to LouiseBevan-Stewart of Wawanesa (and IISA Past President) for longterm dedication andcommitment in sharing and promoting the Insurance Institute’s vision of continualeducational and professional development.5 GIE, 76 CIP, 22 FCIPSPECIAL THANKS TO OURCONVOCATION SPONSORSING Insurance Company of Canada – Graduate PhotographsThe Co-Operators – Convocation ProgramsGodfrey-Morrow Insurance – Musical EntertainmentTHANK YOU TO OUR INDUSTRYTRADE SHOW PARTICIPANTSAXA Pacific Insurance CanPro InvestigationsCGI Ecclesiastical InsuranceMount Royal College Royal & SunAllianceThe Co-Operators Women in Insurance Cancer CrusadePage 11

2008 Graduates of the Insurance InstituteCongratulations.General Insurance EssentialsHoda AhmedAXA Pacific InsuranceLori PattersonThe Co-OperatorsMelanie DavisChubb Insurance Co.Nicola RiceChartered Insurance ProfessionalsTrina KurtosWawanesa Mutual Insurance Co.Mike AitkenPalmer Salmon InsuranceAshley BelauING Insurance CompanyTyler BowleyBFL Canada Inc.Phillip CarswellLinda DangThe Co-OperatorsShawn FisherING Insurance CompanyEleanor FriesenThe Co-OperatorsNola HenderWawanesa Mutual Insurance Co.Lucia Ignomiriello HONOURSThe Co-OperatorsNicole LangThe Co-OperatorsDon MackieTD Meloche MonnexKatherine MarkoRogers Insurance Ltd.Shawna-Seah McDonaldJardine Lloyd ThompsonSusan PlandenING Insurance CompanyChrista RasmussenThe Co-OperatorsJason SabyCNA Canadian OperationsPaulina StyczynskaThe Co-OperatorsKhuon TranThe Economical Insurance GroupKristel WilsonAlberta Motor AssociationChristina AngusRoyal & SunAllianceShara BiermanGodfrey-Morrow InsuranceAngela BradleyBrian CoeBoiler Inspection & Insurance Co.James DelegardeRoyal & SunAlliancePeter FongAviva Canada Inc.Sherianne FulfordWawanesa Mutual Insurance Co.Christina HinzWawanesa Mutual Insurance Co.Timothy InceMarsh Canada Ltd.Laura LansdownJardine Lloyd ThompsonTheresa MahThe Co-OperatorsDarren MartinWawanesa Mutual Insurance Co.Richard MuellerAirdrie Insurance Centre Ltd.Kristine PorterCrawford & CompanyNormand RobidouxSovereign General Insurance CoJacalyn SchwindtThe Co-OperatorsJaime TempenyBFL Canada Inc.Gary WagerSovereign General Insurance Co.Nancy WongING Insurance CompanyCharlene AustinAlberta Motor AssociationSherry BignellBKI Risk ManagementJody BuchanING Insurance CompanyKathy CowardThe Co-OperatorsLarry ErhardtThe Economical Insurance GroupMark Foster HONOURSING Insurance CompanyTracy FultonThe Co-OperatorsLanny HoangAviva Canada Inc.Robert JohnsonIridium Risk Services Inc.Judy LauNova Chemicals CorporationRichard MaiING Insurance CompanyJeremy MartyniukWawanesa Mutual Insurance Co.Nomathemba NgwenyaTD Meloche MonnexRyan PriceSCM Adjusters Canada Ltd.Enille RyantiRoyal & SunAllianceSarah SikorskiRoyal & SunAllianceCrystal TobinThe Co-OperatorsHaihong WangPalliser Insurance Agency Ltd.Queenie WongTD Meloche MonnexCarmen BarberEnbridge Gas Distribution Inc.Brent BlasettiIridium Risk Services Inc.Ben CairneySigma Risk ManagementBrenda CrumbTransCanada Pipeline Ltd.David EvansDeJongs Insurance ServicesChristine FreemanThe Co-OperatorsTara GilbartING Insurance CompanyRonald HohAshley KargEnCana CorporationTia ListhaegheWestview InsuranceJasmine MarkanduThe Co-OperatorsJerimiah McDonaldRenfrew Thompson InsuranceJoni NordinWestern Financial Group Inc.Adam PuchalskiChubb Insurance Co.Sunil SabharwalRoyal & SunAllianceEamon SloanThe Co-OperatorsTejal TopiwalaChubb Insurance Co.Andrea WatsonThe Co-OperatorsSandra YahnThe Co-OperatorsFellow Chartered Insurance ProfessionalsEmi AdachiMarsh Canada LtdShane ByciukCanada Brokerlink Inc.Pete FungCanada Brokerlink Inc.Elaine Lee HONOURSJardine Lloyd ThompsonPeadar Mulhall HONOURSAlberta Motor AssociationGarry AynbinderDominion of CanadaChristine ClowserCNA Canadian OperationsNeil HoggToole Peet Insurance Co. Ltd.Amanda LipseyAXA Pacific InsuranceAmanda NobbeeLiberty Int’l UnderwritersRay TsuiING Insurance CompanyBrent BuchanING Insurance CompanyKaren EkmanRogers Insurance LtdBrenda JohnsonAON Reed StenhouseKristopher MathesonLiberty Int’l UnderwritersJonathon ReiseRoyal & SunAllianceTammy Wenzel-PereiraPeace Hills InsuranceCarol Butler HONOURSTD Meloche MonnexLance FairlieChubb Insurance CoBernadette LandryVitaly MatyushinThe Economical Insurance GroupEmad RizkLucas & Company InsurancePage 12

National AwardsPresented by Peter Hohman, President & CEO of IIC and Leah Strader-Goled, President of IISAAward of MeritThis National Award recognizes extraordinary volunteersupport and dedication for a minimum period of tenyears. Giving freely and generously of their time andexpertise, a recipient of this award exemplifies theselfless spirit of volunteerism and the commitment tothe continued development of industry professionalsand the mandate of the Insurance Institute.Louise Bevan-Stewart, AIM, CHRP, AAMWawanesa Mutual Insurance Co.Blue Goose InternationalTo one of the top three most deserving CIP graduatesLucia Ignomiriello - The Co-OperatorsRobert Fisher Clark AwardTop Student - Claims MajorCarol Butler - TD Meloche MonnexRIMS – Canada AwardTop Student – Risk Management MajorElaine Lee - Jardine Lloyd ThompsonJames Richardson AwardTop Student – Management MajorTammy Wenzel-Pereira - Peace Hills InsurancePage 13

Local AwardsCIAA Jeff Boyle Memorial AwardTo the most deserving student upon completionof the FCIP Program with the Claims Management MajorCarol Butler - TD Meloche MonnexPresented by Bea BoutcherToole Peet AwardTo the most deserving student upon completionof both parts of General Insurance EssentialsNicola RiceNo photo availableC.J. Campbell Memorial AwardTo the most deserving student in I.I.S.A. upon completionof first year courses – minimum of threeGeoffrey Cowling - Iridium Risk ServicesNo photo availableRobin Shyback Memorial AwardTo the most deserving student upon completion of the CIP Programin the Central Alberta regionSandra Yahn - The Co-OperatorsPresented by Rick Howe, INGW.L. Dickson Memorial AwardTo the most deserving student upon completion of the FCIP Programwith the Management MajorTammy Wenzel-Pereira - Peace Hills InsurancePresented by Michael HenkerKendra Monck Memorial AwardTo the most deserving student upon completion of the CIP Programwith the highest mark in C13 – Insurance Against LiabilityJeremy Martyniuk - Wawanesa Mutual Ins. Co.Presented by Cheryl Szostakiwsky from RSAAAIA E. Layton Memorial AwardTo the most deserving student upon completion of the CIP Programin the claims seriesBrian Coe - Boiler Inspection & Insurance Co.Presented by Ben SoutarPage 14

Blue Goose AwardTo the most deserving student upon completion of the CIP Programwith a minimum of three courses in the last year.Lucia Ignomiriello - The Co-OperatorsPresented by Lorena Dunlop-Most Loyal Gander of the AB PondDoug Hughesman Memorial AwardTo the most deserving student upon completion of the FCIPProgram in any majorTammy Wenzel-Pereira - Peace Hills InsurancePresented by Ed Sikorski, Renfrew InsuranceSARIMS AwardsTo the most deserving student upon completion of the FCIP Programwith the Risk Management MajorElaine Lee - Jardine Lloyd ThompsonPresented by Darius DelonPeter Rogers AwardTo the most deserving student upon completion of the CIP Programin the broker seriesSherry Bignell - BKI Risk ManagementPresented by Peter RogersSpecial Congratulations toCouncil Members:Shara Bierman forachieving her CIP&Vitaly Matyushin forachieving his FCIPPage 15

Thank you… again…To AXA Pacific for sponsoring the Reception portion of the CIP Society’s Calgary Philharmonic Orchestra / Christmas withNatalie MacMaster Event in December. 60 people enjoyed this amazing musical event and AXA’s chocolatestrawberries were a big part of the reason!To the Career Connections Ambassadors who attended events to help to spread the word about insurance as a careerpath at the Calgary Career Fair (Oct31/Nov1), Feed the Minds of Youth (FTMOY – Nov5), the UofC RMIN event(Nov13), and at various highschool presentations:• Rhawnie Raber of Renfrew Insurance helped at all three events!• Davie Le of Enbridge helped at two events - FTMOY and the Calgary Career Fair - and presented at twohighschool classes!• Kevin Callbeck of Cooperators helped at FTMOY.• Andrea Zess & Christa Geddes & Tara Dwyer of Cooperators, Chad Chorney of Braemar Steege, ClydeNobbee of AXA and Dena Degrofft of WFG all helped at the two-day Calgary Career Fair.• Barb Exton of the Alberta Law Society presented at a highschool class.To December Exam Proctors (we’ve got your numbers in our rolodex!) and to the employers who were generous withtheir staffs’ time:Clyde Nobbee of AXAAmanda Nobbee of Liberty Int.Joel Perry of TrimacTamara Morris of INGBecky Wagner of INGVitaly Matyushin of EIGDarrell Verbonac of AXA for offeringTara Dwyer of CooperatorsKevin Callbeck of CooperatorsChrista Rasmussen of CooperatorsNick Behrens of CooperatorsPaulina Styczynska of CooperatorsPaula Alvarez of IISACaroline Logan of IISATo Debbie Wattie and Cooperators for providing CIP students with a Red Deer Exam Centre and proctoring.To Lois Yanke and Cypress Insurance for providing CIP students with a Medicine Hat Exam Centre and proctoring.To Robin Mills and AMA for providing CIP students with a Lethbridge Exam Centre and proctoring.To Michelle Preston for providing CIP students with a Canmore Exam Centre and proctoring.Page 16Insurance Institute of Southern Albertawww.insuranceinstitute.ca1110, 833 4 th Avenue SW, Calgary, AB, T2P 3T5P 403-266-3427, F 403-269-3199, IISAmail@insuranceinstitute.ca