LiveOnline On Demand Course Catalogue
Select your course here or scroll down to browse through the course selections:
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Accounting Series: The Annual Budget Eric and Steve present an in-depth look at annual budgets for brokers in this session. Topics include:
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Accounting Series: Business Valuation This course looks at valuations of insurance brokerages - methods of valuation, meeting expectations of value and risk factors in assessing a brokerage. Features an interview with chartered business valuator Paul Greenhow of Colangelo Cookson Walker Inc. |
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Accounting Series: Crime Insurance and Fraud Focusing on helping brokers to avoid losses due to fraud, course content includes:
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Accounting Series: Accounting for Brokerage Owners and Managers, Part 1 In this introduction to accounting course, decision-makers in brokerages will learn the fundamentals of the accounting process including the accounting equation, the double-entry accounting system and the basic financial statements. The purpose of this course is to help decision-makers better understand the financials of their business. |
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Accounting Series: Accounting for Brokerage Owners and Managers, Part 2 In this 2nd installment of a 3-part accounting introduction series for brokerage decision-makers, Eric and Steve review concepts learned in Part 1 and discuss financial statements in greater detail, including transaction examples.
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Accounting Series: Accounting for Brokerage Owners and Managers, Part 3 As part 3 of a 3-part accounting introduction series for brokerage decision-makers, this course reviews common financial statements and discusses benchmarks for various financial indicators. It goes on to teach decision-makers how to use the information taught throughout the series to improve their internal controls and spot possible problems. |
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Human Resources Series: Hiring the Right Person Review of the best interviewing techniques, overview of aptitude testing, effectiveness of referrals.
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Human Resources Series: Compensation for Motivation What works, what doesn't, how to keep your producers hungry. |
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Human Resources Series: Job Descriptions Learn the most effective way to write job descriptions for your office. Include workflow documentation and reduce all future staff training. |
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Human Resources Series: Developing Managers In this course, brokers will learn how to develop managers within their staff. Simply promoting the most successful employee doesn't ensure that they will be a successful manager - groom them for the job. |
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Human Resources Series: Developing Successors Succession Planning is one of the most important tasks of a brokerage owner-manager. Knowing that the person taking over your business when you retire is ready for the role is vital. Learn how to develop key employees to be your successors so you can rest easy knowing the business is in good hands. |
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Human Resources Series: Disciplining Employees Disciplining employees is one of the most difficult aspects of a manager's job. Learn how to discipline and when to discipline vs. when to terminate. Includes an interview with David Turner of Greenburg Turner law office. |
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Human Resources Series: Terminating Employees This course provides a roadmap to terminating employees in a way that avoids legal pitfalls and provides security for the employer. Includes an interview with David Turner of Greenburg Turner law office. |
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Mergers & Acquisitions Series: Brokerage Financing With expertise from John Knotek of BMO Bank of Montreal, this course discusses sources of financing, key determinants and how to obtain financing. |
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Mergers & Acquisitions Series: Legal Agreements With expertise from Steven Borlak of Borlak Business Lawyers, learn about merger and acquisition-related legal agreements including:
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Shiny Bits for Brokers – How Do You Measure Up? This course teaches brokers and producers how to put together proposals and marketing pieces with a professional look and feel to give them a competitive edge. Click here to order! (Note: Ontario accreditation is 1 hour personal skills) |
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Strategic & Annual Planning: An Overview (Part 1 of 3) This course provides an overview of the strategic planning process and what is important to consider when developing strategic plans. |
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Strategic & Annual Planning: Strategic Planning (Part 2 of 3) As a follow-up to the Strategic & Annual Planning Overview course, this course gets more in-depth on the strategic planning process. |
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Strategic & Annual Planning: The Annual Plan (Part 3 of 3) As a follow-up to the Strategic & Annual Planning Overview course, this course continues discussion of the strategic planning process and gets more in-depth on the annual planning process. |
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Tax Planning Series: Tax Planning for Brokers Facilitated by Eric Walker This course gives brokers insight on tax planning strategies and tips for both personal tax and corporate tax. Learn how to make the most of available deductions and structure your business for maximum tax efficiency. Features an interview with John DiNovo, Financial Planner with Banwell Financial Inc. |
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Tax Planning Series: Sale Transaction Structures Planning to sell your brokerage? Steve Frye discusses ways to structure the sale to manoeuver around taxes associated with the sale. Features an interview with Peter Boultbee, Senior Tax Associate with Cookson Walker LLP. |
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Tax Planning Series: Wills & Estate Planning Learn how to structure your will and the assets of your estate so that your wishes are carried out and your loved ones can enjoy your estate with minimum tax penalties. Features a legal presentation by Steven C. Borlak, Business Lawyer with Borlak Law Office. |
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Attracting Small Contractors Small contractors may not be large accounts, but they can be building blocks for your sales figures. In this seminar, Karen discusses how to leverage your small accounts into a solid book of business. |
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Bond Accounts Karen and bond accounts expert Elane Anton discuss bond accounts and what producers need to know to be able to successfully sell these accounts. |
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Client Services Through an interview with Kathy Cole of L&L Oilfield Construction, producers will learn first-hand from an insured what sort of services are valuable to clients and what frustrates them about dealing with the insurance industry. This valuable information will give producers a competitive edge as they seek new clients and service their existing clients. |
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Coaching and Mentoring This seminar teaches producers how to develop their own support network to help them be the best producers they can be. |
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COPE - Construction Karen presents an in-depth look at the information needed by underwriters using the COPE acronym. Knowing what you’re looking at and being able to explain it to underwriters results in better quotes for your clients. |
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Goal Setting/SWOT Through an interview with Lee Rogers of Rogers Insurance, producers will learn how to set goals for themselves to achieve excellence in sales and how to use SWOT analysis (strengths, weaknesses, opportunities, threats) to their advantage. |
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Hard Markets Different market conditions require different strategies. In this session, Karen discusses what constitutes a hard market and strategies that producers can use to relate to their existing clients and gain new business in the midst of a hard market. Features clips from experts Gordon Crutcher (Reinsurance Consultant) and David Eastaugh (former President of Elliott Special Risks LP) at Cookson Walker Consulting's P&C Crystal Ball 2009. |
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Lifestyle Communities and Outbreak Insurance Discover the market opportunity present in lifestyle communities. These communities, built for retirees who are self-maintaining, are a growing business in Canada and have many opportunities for insurance sales. In this course, Karen shows producers various aspects of lifestyle communities and what sorts of things producers should look for and discuss with their underwriter. |
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LiveOnline With the Experts - David Eastaugh on Liability Karen interviews David Eastaugh, then-President of Elliott Special Risks LP, on the subject of liability. Learn from his experience in the industry and get some helpful tips on liability coverages. |
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Managing General Agents Learn about how Managing General Agents (MGAs) can boost your portfolio of offerings. This course will help producers understand various types of products that MGAs offer as well as how to deal with MGAs and what to expect from them. Features an interview with Ross Totten of Totten Group. |
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Mid-Market Accounts This course teaches producers how best to manage their mid-market accounts. With interviews with real mid-market insurance clients, this Mid-Market Accounts course will maximize producer's ability to understand and serve their mid-market clients. Click here to order! (Note: Ontario accreditation is 1 hour personal skills) |
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Mid-Market Drywall Companies In efforts to help producers understand various mid-market companies in order to build their book of business, this course looks at drywall companies and various exposures faced in this industry. Producers will learn how to find companies and specific issues relative to drywall companies. |
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Mid-Market Food Processors Karen discusses issues particular to food processors and what kinds of coverages may be applicable to this industry sector. |
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Mid-Market Greenhouses Karen discusses issues particular to greenhouse operators and what kinds of coverages may be applicable to this industry sector. |
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Mid-Market Landscaping Contractors Karen discusses issues particular to landscape contractors and what kinds of coverages may be applicable to this industry sector. |
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Mid-Market Manufacturing This course takes a look at manufacturing accounts and helps producers become comfortable with their dealings with clients in this sector. A review of sales steps will educate producers on how to close an account and beat out the competition and video footage of a manufacturing plant will give producers insight into manufacturing processes and potential areas for coverage. |
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Mid-Market Transportation Accounts Karen discusses issues particular to transportation accounts and what kinds of coverages may be applicable to this industry sector. |
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Property Managers In this course, producers will learn what sorts of coverages apply to property managers and what property managers' key issues are. |
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Retail and Light Manufacturing Karen discusses retail and light manufacturing facilities and the coverages and issues that are unique to them. |
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Shiny Bits for Brokers – How Do You Measure Up? This courses teaches brokers and producers how to put together proposals and marketing pieces with a professional look and feel to give them a competitive edge. Click here to order! (Note: Ontario accreditation is 1 hour personal skills)
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Specialty Programs This course teaches producers how to grow their book of business through existing Specialty Programs and how to review those programs. Features two interviews:
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Please Note: LiveOnline On Demand videos are tapings of previous live broadcasts. As such, information in the course regarding participating through Skype or the problem helpline do not apply to the On Demand application. Also, please note that On Demand videos may display some of the technical difficulties experienced in the live broadcast as minor technical issues can be a part of the nature of live broadcasting
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