Calendar of Events

Upcoming events

    • November 12, 2019
    • 8:30 AM - 12:00 PM
    • Tustin Centre




    Course Number: 355411| 3-Hour CE | 8:30 AM to 12 PM  

    Speaker: Kristi W. Dean, JD 


    This course is designed to educate the insurance professional on ethics for the insurance producer, the need for and implementation of core values in a business, why the implementation and adherence to those core values will improve operations, and ultimately, increase return business and profitability. The course will educate the attendees on the obligations of brokers in adhering to high standards of behavior and professional ethics, and the legal requirements affecting and driving ethical practices. The seminar will address core ethics issues such as broker fees, due diligence in selecting business partners and associates, rebates and inducements, agency obligations, fiduciary requirements and disclosure obligations. The presenter will give examples of how failure to adhere to ethical standards and requirements can detrimentally affect relationships with customers and insurance markets, expose attendees to unfair trade practice litigation and errors and omissions claims, Department of Insurance investigations and license challenges, and the effect on the bottom line profitability of agencies and brokerages.

    **As a reminder, this ethics class is the same class that was offered on February 14th. If you attended in February and registered to attend the November presentation, you will not receive credit.


    Kristi W. Dean, JD

    Managing Partner

    Stone | Dean LLP  

    Click here for bio

    November 12, 2019

    Option 1 - Live Event  

    Enjoy a stimulating classroom setting? Join us in person for this special February educational continuing education program.  To register, click the button below.


    Tustin Centre | 1551 N. Tustin Avenue, Ste. 150 | Santa Ana 92705 

    Registration: 8:30 AM | The Synergy of Ethics and Success: 8:45 AM to 12 PM


    Parking: $12 - Payable with Credit/Debit Card Only or Parking available in shopping center lot across street at $0 . 


    Option 2 - Webinar  

    Unable to join us in person? Attend this 3-hour CE presentation via webinar in the comfort of your office. To register, click the button below. (A day prior to webinar, registrants will receive an email with instruction on how to log-in to course).


    Cost to Attend: Member - $15 | Non-Member: $50


Past events

September 18, 2019 62nd Annual Golf Tournament
August 08, 2019 Lessons Learned from the California Wildfires and Fair Claims Practices
May 09, 2019 California Trade Secrets and Unfair Competition
April 18, 2019 Recent Developments in California Wage and Hour Law AND Training for a Harassment Free Workplace
March 14, 2019 Insurance Fraud and What the Future May Hold
February 14, 2019 The Synergy of Ethics and Success: How to Do "What's Right" for your Clients and Your Business
January 08, 2019 Construction Contracts (Rescheduled)
November 08, 2018 The Commercial General Liability Policy, Additional Insured Endorsements & CA Fair Claims Settlement Practices
September 19, 2018 61st Annual Golf Tournament
September 12, 2018 Active Shooter/Workplace Violence Crisis Response / Insurance Programs and Consumers Buyer's Guide
August 09, 2018 Fair Competition and Playing the Litigation Game
May 10, 2018 Managing ADA Claims for Architects, Contractors, and Owners
May 01, 2018 Leases: Commercial and Residential
February 08, 2018 Street Level Ethics
January 16, 2018 Covenants, Conditions and Restrictions (CC&Rs)
November 09, 2017 Cyber Risk Management Boot Camp
September 20, 2017 60th Annual Golf Tournament
August 10, 2017 The Life of a Workers Compensation Claim
May 11, 2017 The Synergy of Ethics and Success: How to Do "What's Right" for Your Clients and Your Business
April 13, 2017 Best Practices for Preventing and Handling Employment Claims
November 10, 2016 The Nuts and Bolts of Cargo Loss and Damage Claims
August 11, 2016 Avoiding E&O Claims PLUS Personal Umbrella Policy
June 16, 2016 CA Fair Claims Settlement Practices
June 09, 2016 Ethics: What Every Insurance Agent Needs to Know
February 11, 2016 Employee from Hell: Survival Tactics
November 12, 2015 Magic of Networking | A Social Event
November 12, 2015 Insight on Transportation Insurance
October 08, 2015 A Practical Guide to Business Income Coverages
September 16, 2015 58th Annual Golf Tournament
August 13, 2015 A Professional Negligence Mock Trial
May 14, 2015 From All Vantage Points: Producer and Compensation Agreements
April 15, 2015 Hidden Language and Hideous Endorsements | Broker Fees
February 12, 2015 Ethics and the Insurance Industry
December 04, 2014 Holiday Party - West Coast Flavor
November 13, 2014 Understanding Internet, Cyber and Data Breach Exposures – Where You, Your Clients and Customers Are Most at Risk
September 11, 2014 Proven tax Strategies for Insurance and Financial Professionals
September 10, 2014 57th Annual Golf Tournament
August 14, 2014 August Quarterly CE Meeting: Construction Defect
May 08, 2014 Education (ED) Day
April 10, 2014 Producer Series Program
February 13, 2014 Quarterly CE Meeting | Time Equals Money
December 04, 2013 Holiday Party - French Wine Tasting
November 14, 2013 Quarterly Meeting | Inland Marine Coverages and Underwriting
September 18, 2013 56th Annual Golf Tournament
August 07, 2013 Quarterly CE Meetings: Ethics or Fiduciary Task Management
August 01, 2013 Ultimate Quest: A Scavenger Hunt
May 15, 2013 Producers Development Series 3: Producer Compensation, Contracts & Vesting/Equity
May 15, 2013 Producer Development Series 2: RESCHEDULED to NEW DATE
May 09, 2013 Education (ED) Day
March 20, 2013 Producers Development Series 1: Strategies in Difficult Times
February 14, 2013 The Ever-Changing Nature of Management Liability Insurance
December 05, 2012 Wine Meets Art
November 08, 2012 What Every Employer Should Know: The Nuts and Bolts of Regulations, Laws and Best Practices
October 11, 2012 Overview of Social Media
September 12, 2012 55th Annual Golf Tournament
August 09, 2012 Fraud in Workers' Compensation
May 10, 2012 Education (ED) Day
February 09, 2012 Agency Agreements: Balancing Legalities with Realities
December 01, 2011 Old World / New World - A Wine Tasting Extravaganza
November 16, 2011 Education Day & Wine Mixer
November 10, 2011 3-Hour CE Program: Fair Claims Practices Act & More!
October 18, 2011 Buyers & Sellers Today & Structuring a Transaction
September 14, 2011 54th Annual Golf Tournament
September 14, 2011 Understanding the OSHA Inspection Process
August 17, 2011 To Merger, to Cluster or to Acquire?
June 07, 2011 Agency Valuation & Budgeting in Today's Economy
April 12, 2011 Education (ED) Day
February 24, 2011 Ethics and the Insurance Industry
December 02, 2010 Holiday Wine Tasting and Trivia Open House
October 21, 2010 Updates to ACORD Forms and Legislation/Litigation Affecting Brokers, Agents, and Insurers
September 15, 2010 53rd Annual Golf Tournament
July 15, 2010 Monster Hand: Major Claims - Where Does One Begin?
April 22, 2010 Education (ED) Day
February 11, 2010 Ethics in the Insurance Industry
December 10, 2009 Annual Holiday Party
October 08, 2009 Quarterly Continuing Education Program
September 16, 2009 52nd Annual Golf Tournament
July 16, 2009 Quarterly Continuing Education Program
April 09, 2009 Education (ED) Day
February 12, 2009 Ethics

2018 Program Sponsors


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