Ruble Graduate Seminar

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Available
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Instruction Hours 16
Topics Ruble Graduate Seminar
Programs James K. Ruble Seminars
Start Date Jan 22, 2020
End Date Jan 23, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Varied educational choices which may include ethics, advanced property and casualty topics, marketing, sales, sales management, and life & benefits subjects.

  • Practical options that examine real-life examples and complex exposure issues.

Charlotte, NC
January 22-23, 2020
7:30 AM Registration
Crowne Plaza Charlotte Executive Pk
5700 Westpark Drive
Charlotte, NC 28217
704-527-9650

This event is being conducted by the IIA of North Carolina

Graduate Seminars feature a variety of advanced topic selections along with real-life applications for the material. Use what you learn here to explain to your clients some of the exposures they may face and the most effective methods for remedying them.

Topics Covered:

  • Varied educational choices which may include ethics, advanced property and casualty topics, marketing, sales, sales management, and life & benefits subjects.

  • Practical options that examine real-life examples and complex exposure issues.

Faculty

Faculty Name

Terry Tadlock

Bio Detail

Terry is a 40-year veteran of the insurance industry. In an attempt to enjoy a little slower paced life, he has joined the Correll Insurance Group of agencies as the President of Coastal Plains Insurance, LLC (CPI) and South East Coastal Underwriters (SECU) in beautiful Hilton Head Island, South Carolina. Terry is part owner and responsible for the day to day operations of CPI and SECU. Prior to Terry's joining CPI he was owner and CEO of Florida Insurance Educators, Inc. which is an insurance education and consulting firm that in conjunction with Florida Insurance School worked with state and national organizations providing a variety of educational courses and consulting services. Terry continues to accept national speaking engagements and writes technical articles for a variety of state and national insurance publications. In his spare time Terry is also recognized by Federal and State courts as an expert on insurance coverages and serves as an expert witness. Terry began his career in 1979 in Florida. The majority of his time was spent as the principal of an independent insurance agency in Florida where he specialized in a variety of Professional Liability programs as well as designing several specialty programs serving the Construction industry. Terry has also worked with the Florida Department of Insurance where he was the Administrator of Agents Licensing. His primary responsibilities included the approving individuals for agent licensing and supervision the writing of all state insurance examinations. During this time, he also represented the state of Florida on the National Test Development Committee which sets standards for agents licensing examinations. Currently, Terry holds a Certified Insurance Counselor (CIC) designation and is a National Faculty Member of the Society. In addition, he serves as the Educational Consultant in the State of North Carolina. Terry also holds a Chartered Property and Casualty Underwriter (CPCU) and Construction Risk and Insurance Specialist (CRIS) professional designations.

Faculty Name

Richard Clarke

Bio Detail

Dick Clarke is a veteran of the property/liability insurance industry, having worked as underwriter, broker and consultant through hard and soft market cycles. He was formerly Senior Vice President with the regional brokerage, J. Smith Lanier & Co. headquartered in Georgia, having retired late in 2016. He publishes articles and teaches on a variety of executive liability, cyber and E&O subjects, and functions as an expert witness, a consultant to buyers of commercial insurance, and to insurance companies concerning product development. He is a teacher in CE programs for several professional insurance organizations. His books are listed for purchase on Amazon.com, with the most recent, Executive Liability Insurance: From the Basics to an Advanced Approach having entered its fifth edition in 2012. (This work is currently being updated, with a revised, sixth edition available late in 2019.) Additionally, this book was translated into Japanese for the Risk Management community in Japan, in 2013. Clarke provided content and editing for The National Alliance's on-line course on Directors and Officers Liability insurance (2015 to present), and was an original recipient of the CPCU Society's "Distinguished Instructor in Insurance" award, in 1996. He holds several professional designations.

Faculty Name

John Chapman

Bio Detail

Chappy Chapman is Chief Growth Officer of Correll Insurance Group, a privately-held independent insurance agency with 21 offices throughout South Carolina and North Carolina. He also serves as Agency Manager of the Spartanburg Office and Senior Account Executive with Coastal Plains Insurance in Hilton Head, part of the Correll Insurance Group. Prior to joining Correll, Chappy was an account executive with Riley & Associates, an independent insurance agency that has been in operation in the Charleston area since 1936. Before joining Riley & Associates, for six years, Chappy served as General Manager of White Insurance Group, an independent insurance agency with offices in Black Mountain and Arden, North Carolina. He began his insurance career in 1974, after graduating with a Bachelor of Science degree in Finance from the University of South Carolina. The majority of Chappy's experience has been in the Independent Agency System; however, he has spent time on the company side as Marketing Manager of Old Charleston Insurance Company and Branch Manager of Medical Mutual Insurance Company of North Carolina. Additionally, Chappy has served as Director of Education for the Independent Insurance Agents of South Carolina. He is a member of The National Alliance National Faculty and is an Ed Consultant of the Society of Certified Insurance Counselors. He earned his Certified Insurance Counselor (CIC) designation in 1980 and he has also earned his Chartered Property Casualty Underwriter (CPCU) designation.

Faculty Name

Allen Messer

Bio Detail

Allen Messer began his insurance career in March of 1971. He has worked for several different insurance companies in various capacities and has been involved in the independent agency system as a producer and agency owner. Allen currently consults agencies, companies, risk managers, and attorneys as well as instructs various seminars and live webinars. He earned his CPCU designation in 1981 where he received the Distinguished Graduate Award for attaining the highest academic average in the Nation. He earned his CIC designation in 1977 and serves as an Educational Consultant and is a National Faculty member of The National Alliance for Insurance Education & Research.