CPCU Society Center for Leadership
Southern California Educational Event
Presented by the Following CPCU Society Chapters:
California El Camino • Los Angeles • Orange Empire • San Gabriel Valley

Register Today!
Register online, or mail or fax the completed registration form to the
CPCU Society.

Approved for Continuing Education Credits!

When
Friday, September 26, 2008

Where
Best Western Pepper Tree Inn
3850 State Street
Santa Barbara, Ca 93105
(805)-687-5511

Cost
CPCU Society members: $145 for one course/$175 for both courses **
Nonmembers: $155 for one course/$195 for both courses

Course materials and refreshments are included.
** Registration for both courses includes lunch and keynote speech.

Approved for Continuing Education Credits!
Professional Liability is filed for four (4) CE credits in the state California. 
Leaders and Decisions is approved for four (4) CE (Ethics) credits in the state of California.
Keynote presentation is filed for one (1) CE credit in the state of California.

Continuing Professional Development Program for CPCUs
CPCUs will be awarded four (4) continuing professional development (CPD) points for each course, and one (1) point for the keynote speech.

Professional Liability – Working Through the Policies

Speaker: Mary King Barbieri, CPCU, ASLI, ARM
Time: 8–11:35 a.m.

What You’ll Learn
Professional liability insurance was designed for what are often referred to as, "learned professions"–such as doctors, lawyers, CPA's, architects, engineers. The scope of professional liability coverage has broadened significantly, and now includes such things as business management or marketing consultants, technology consultants, software designers and others.

Most professional liability claims are based upon a personal service. While the contract (written or not) may have been made with a corporation, LLC or such, the actual work or advice is provided by a person, whether a member or shareholder of the entity, or an employee. Thus, this type of claim generally names both the entity and the individual(s) involved.

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Leaders and Decisions – Meeting Ethical Dilemmas Head-on
Speaker:Mary King Barbieri, CPCU, ASLI, ARM
Time:1–4:35 p.m.

What You’ll Learn
The decisions a leader makes every day are tough enough, what happens when all of the answers are right?  In order to resolve right versus right dilemmas, leaders often find themselves brooding, reflecting, and engaging in energetic self-reflection.  In this course, we will examine four types of dilemmas that insurance leaders face and evaluate methods for resolving them.  Thought provoking case studies will be reviewed and discussed, giving attendees an opportunity to examine dilemmas from a variety of perspectives. 

By attending this course, insurance and risk management professionals will learn:

• How to recognize and analyze the ethical dilemmas insurance leaders face
• Methods for resolving dilemmas
• The importance of the leader’s role in creating an ethical culture that empowers employees to make the right choices
• How ethical choices play a key role in organization success

The world of insurance and risk management is becoming more and more complex with competing factors tempting leaders to stray from their defined goals.  Learning how to deal with ethical dilemmas is becoming a key competency for today’s leader!

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The views and opinions of the speakers are their own and not necessarily shared by the officers, members, or staff of the CPCU Society.

Mary King Barbieri, CPCU, ASLI, ARM is currently an independent insurance consultant and trainer having retired from the “traditional” insurance arena.  Mary has over thirty years of insurance experience having worked in all aspects of the business, including for insurance carriers, brokers, consultants and the surplus lines market.  

Mary received her CPCU designation in 1982.  She has served as Past President of both the Orange Empire and Los Angeles CPCU Chapters. She also served on the National Board of Governors for the CPCU Society.  In 2006 she received the coveted Rie R. Sharp Insurance Person of the Year award presented by three Los Angeles area CPCU chapters.  Mary is a graduate of the University of Wisconsin, Whitewater with both a Bachelor’s and Master’s degree in Business Education. 

To Learn More
The CPCU Society Center for Leadership is the CPCU Society’s premier educational program for insurance industry professionals looking to advance their careers or take on leadership roles within their organizations. Both CPCU Society members and nonmembers are invited to attend courses. For further information on these courses, call the Society’s Member Resource Center at (800) 932-CPCU, option 4.

To learn how the CPCU Society can provide on-site education, please e-mail Mark Dolinski, Director of Leadership and Career Management Programming or call (610) 251-2748.

Questions?
Contact the CPCU Society’s Member Resource Center at (800) 932-CPCU, option 4, or send an e-mail.