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Industry Calendar
Select a month from the drop-down list to view the meetings, events and seminars in the insurance and financial services industries.
  • Hover on the  to get more info on that event!
September 2008 Events
InfoDateEventSponsorLocationContact
Gain new insights for increased success in the benefits marketplace. You’ll hear from peers, customers, and leading experts in group insurance, voluntary/worksite benefits, and health care. September 03-
September 05 		08 Group Benefits Leadership Conference LIMRA International Chicago, IL
The Drake Hotel 		Joan O’Neil
(860) 285-7741
This seminar investigates all aspects of life insurance, annuity and long–term care product tax compliance. This is your opportunity to be brought up to date on the recent changes in the qualification requirements and a host of product tax issues beyond 7702 and 7702A. September 08-
September 10 		Product Tax Issues 7702/7702A Jacquenette Moody Washington, DC
Grand Hyatt at Washington Center
847-706-3500
Need help in better understanding Schedules A, B, BA, D, DA and E? Interested in the 2008-2009 changes? A subject matter expert will be available to answer your questions and provide reporting guidance. Use this training opportunity to learn what you need to know to accurately report your company’s investments. September 08-
September 15 		Annual Statement Investment Schedules Online National Association of Insurance Commissioners Kansas City, MO
Internet 		Monica Horvat
Grow Where You’re Planted is the theme for the 23rd Annual Technology, Education and Networking Conference. Challenge your mind and prepare to grow within your skill set, plant your new ideas within your agency or brokerage, and engage in the community that shares your software investment. At the 2008 ASCnet TENCon you will discover new tools, techniques, and processes to work smarter, as well as easy-to-implement ideas that cover all aspects of the insurance industry. Take advantage of the best training available for Applied Systems software users. Learn success strategies from engaging speakers and expert panel discussions while expanding your knowledge-base with timely and informative training designed just for you. The amazing Anaheim Convention Center in Anaheim, California is the locale for this event. Join thousands from around the world and attend stellar education sessions, discover new products and services, form new business relationships, share best practices, and learn skills to maximize your technology investment from Applied Systems staff. Who Should Attend? You! Whether you are an owner, principal, producer, accountant or IT manager, there’s something for you at TENCon. This one of a kind conference offers practical ideas in a relaxed, open atmosphere filled with peer-to-peer sharing. With sessions focused on increasing productivity, strategies for enhancing workflows, and insights into recent technology developments, this is a must attend for all Applied Systems software users. Everyone who attends TENCon will grow their knowledge, discover solutions to their biggest challenges, connect with colleagues, and expand their network. September 09-
September 12 		ASCnet TENCon Annual Conference Applied Systems Client Network (ASCnet) Aneheim, CA
http://www.ascnet.org/Content/NavigationMenu/TENCo 		Loretta Champion-Johnson
407-869-0404
An educational conference with topics TBA. September 14-
September 16 		2008 Fall Conference IRU, Inc. Vernon, NJ
Crystal Springs Resort & Spa 		Tammy
(908) 203-0211
September 14-
September 17 		IFCA 75th Annual Meeting Insurance & Financial Communicators Assn Boston, MA
Fairmont Copley Plaza 		Jeff Ferst
647-588-4322
This premier regional event features the latest updates on: • Capitalizing on the growing regional opportunities from medical tourism • Identifying market and product development opportunities from country-by-country and market updates • How managed care practices will impact the development of provider networks • What insurance buyers are looking for from group and expatriate health insurance products • Improving cost efficiency and competitiveness through third party administration • Developing and integrating regional health insurance providers and networks September 15-
September 18 		Health Insurance Asia Rita Parasurum Singapore,
www.ibc-asia.com/healthinsurance 		Rita Parasurum
656-835-5160
This webinar aims at sharpening the phrasing format and organization the typical types of correspondence written by LTD claims professionals. It uses actual disability writing samples to help participants achieve proper tone, eliminate wordiness, use correct format, and improve punctuation and grammar. September 16-
January 01 		Long Term Disability Claims Writing The Communication Workshop New York City, NY
Webinar 		Gary Blake
516-767-9590
Two-day program offers attendees an in-depth analysis of the property and casualty reinsurance claims process for both treaty and facultative claims. September 17-
September 18 		Reinsurance Claims Management Reinsurance Association of America New York, NY
Helmsley New York Hotel 		Barbara
(800) 259-0199
A day-long drill-down into the hottest insurance issues and best recovery tactics. NY Assemblyman Joseph Morelle delivers keynote. Speakers: top insurance recovery attys, brokers, risk mgrs & public adjusters. Hrs 9-5 cocktails 5:00-6:30. September 17-
August 18 		11th Annual Policyholder Advisor Conference Anderson Kill & Olick New York, NY
Flatotel, 135 W. 52nd St. 		Sonia Smalls
212-278-1400
A day-long drill-down into the hottest insurance issues and best recovery tactics. NY Assemblyman Joseph Morelle delivers keynote. Speakers: top insurance recovery attys, brokers, risk mgrs & public adjusters. Hrs 9-5 cocktails 5:00-6:30. September 18-
September 18 		11th Annual Policyholder Advisor Conference Anderson Kill & Olick New York, NY
Flatotel, 135 W. 52nd St. 		Sonia Smalls
212-278-1400
Informative in-depth programs on: The Dummies Guide to Federal Insurance Regulation; E&O Hot Topic on Standard of Care - Do You Meet the Standard?; and a review of recent court cases that have dramatically effected the industry in - The Other Side of the Bench. Do not miss out on the Free InfoXchange starting at 2 pm on Thursday, Sept.18th featuring 100 Exhibit Booths and open hospitality suites. September 18-
September 19 		74th Annual Convention, InfoXchange, & Golf Tournament Independent Insurance Agents and Brokers of Arizon Phoenix, AZ
The Arizona Grand Resort 		Terri Edwards
(602) 956-1851
This interactive workshop will assist risk professionals in obtaining a more in-depth knowledge of D&O insurance coverage, claims and loss trends. It will also help risk managers learn more about reducing the risk of D&O Claims.. September 18-
September 19 		Directors and Officers Liability and Insurance Risk and Insurance Management Society, Inc. Seattle, WA
Columbia Tower Club 		Marianne Cullen
(212) 655-6212
The NAIC sponsors an annual seminar for attorneys from state insurance departments, insurance companies, law firms, and government agencies, that qualifies for continuing legal education credit in most jurisdictions. The 2008 seminar will explore issues that may have an impact on state regulation of insurance. September 19-
September 19 		Continuing Legal Education Seminar National Association of Insurance Commissioners Washington, DC
Gaylord National Resort and Convention Center 		mhorvat@naic.org
Join AHIP, along with senior health plan executives, policymakers, physician leaders, and federal and state representatives for five days of updates, analysis and discussion on the leading issues in Medicare and Medicaid. These annual conferences are ideal forums for health insurers to share experiences, best practices and insights, interact with policymakers about specific issues important to your company, and gain the tools necessary to succeed in these programs. Whatever issues are of special interest to you, these two educational programs provide the information required to further strengthen your work in these key areas. September 21-
September 25 		2008 Medicare & Medicaid Conferences America's Health Insurance Plans Washington, DC
Capital Hilton 		Julie Hill
877-291-2247
LOMA’s Annual Conference and Conferment addresses timely issues affecting the financial services industry, while honoring those who have recently earned a LOMA designation. The program features outstanding speakers who are sure to challenge and inspire. September 21-
September 23 		LOMA Annual Conference and Conferment LOMA San Diego, CA
Manchester Hyatt 		Janet Tobey
(770) 984-3714
Even with the best loss control program, claims are inevitable. With this course, you will learn how to manage your workers compensation exposure and reduce your loss costs. September 22-
September 23 		Workers' Compensation Management Risk and Insurance Management Society, Inc. Dallas, TX
The Tower Club 		Marianne Cullen
(212) 655-6212
For companies already established in the CI marketplace as well as those considering entering,this program is ideal. The focus is on all aspects of the business – underwriting, claims, product design,marketing, sales, compliance, regulation, and more. September 22-
September 24 		08 Critical Illness Ins. (LIMRA/LOMA/NACII/SOA) LIMRA International Las Vegas, NV
Planet Hollywood Resort & Casino 		Mary Jo Adams
(860) 285-7798
Schedule P provides insurance company management with information that allows it to monitor, among other factors, the company’s loss ratios. Because of the importance of this information, it is imperative that Schedule P be prepared properly. If you are responsible for completing Schedule P, you will benefit from this course. September 22-
October 6 		Schedule P Online National Association of Insurance Commissioners Kansas City, MO
Internet 		mhorvat@naic.org
This 90-minute webinar focuses on improving reservation of rights letters by reviewing eight actual letters and showing how each one can improve its format, phrasing, and organization. Phone conference as well as online meeting. Follow up access to instructor for critiques of new letters. September 23-
September 23 		Improving Your Reservation of Rights Letters (Webinar) The Communication Workshop New York, NY
New York 		Gary Blake
516-767-9590
Effcetive Writing for Workers Compensation Professionals helps you improve your written communications to claimants, physicians, employers, attorneys, and others. The webinar, using both an online meeting a phone conferencing, displays eight typical Workers Comp. letters and shows how each one could be dramatically improve its format, phrasing, organization and tone. September 24-
September 24 		Effective Writing for Workers Compensation Professionals (webinar) The Communication Workshop New York, NY
New York 		Gary Blake
516-767-9590
Are you considering forming a captive insurance company for your organization? Where should you begin, and are you sure the captive approach is the correct mechanism for financing risk? September 25-
September 26 		Developing and Implementing a Captive Ins. Company Risk and Insurance Management Society, Inc. Toronto, ON
The Rostie Group 		Marianne Cullen
212-655-6212
An intensive, one-day educational and networking event for captive and risk retention group professionals. Features six sessions with expert speakers. Includes continental breakfast and networking luncheon. Join the conversation with high-level executives and learn what works and what’s ahead. From the Captive Insurance Companies Association, the only domicile-neutral captive insurance association, and sponsored by Comerica Bank . Program details and registration: www.CICAworld.com; 952-928-4655. September 25-
September 25 		CICA 2008 Fall Seminar Captive Insurance Companies Association Washington DC, MD
Renaissance M Street Hotel 		Amy Sellheim
952-928-4655