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Mark your calendar for some of these events!
If you would like to have
your local chapter's meeting listed here and on your chapter's
web site, please click
here. (Only Chapter Officers can add meetings)
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Date: 05/27/2013 10:30 AM -
4:30 PM
Location: 2013 Harvey Avenue, Kelowna BC
Contact: Kari Montes 604-284-5009
kmontes@insurebc.ca.
Topics: ASCnet BC Spring Conference
Registration is now open for our Spring 2013 conference in Kelowna, BC! It will be a one day conference held on May 27, 2013.
More information can be found on our event homepage at ascnetbcspring2013.eventbrite.ca
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Date: 06/06/2013 9:00 AM -
3:00 PM
Location: Holiday Inn 205 Wolf Road Albany NY
Contact: Kelly Ilgner 845 331 0025
kilgner@pardeesinsurance.net
Topics: Sue Good has the knowledge and experience to help agencies develop and implement efficient work processes, and run powerful reports. She will be reviewing TAM invoicing,validating financial Statements and helping us clean up and balance our Company Payables
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Date: 06/07/2013 9:00 AM -
3:00 PM
Location: Everglades University
Contact: JudyDzwial 239-418-2108
jdzwigal@lutgertinsurane.com
Topics: Please join us for a full day of TAM education. We will begin the day by reviewing Security Manager. Proper security levels in the agency are dependent on the settings in the Security Manager database. We will look at setting up groups and users to make these settings easier to understand and adjust.
We will then review A Day in the Life of a TAM Administrator. Join us as we explore the "average day" in the life of a TAM administrator. We will discuss daily utilities that should be run and how to digest the information from those utilities. Also covered will be what happens when things break and what your options are at that point.
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Date: 06/11/2013 9:00 AM -
3:00 PM
Location: QBE Insurance (formerly General Casualty) 8500 Keystone Crossing, Indianapolis, IN
Contact: Deb Amstutz 260-436-3544
deb.amstutz@sourceoneinsurance.com
Topics: Don't Gamble with Your Agency's Security and E&O Exposure! Join us at QBE Insurance on June 11 where we'll have SMART IT speaking on general agency security, RPost addressing email security, and Steve Booth of DHn&T in North Carolina speaking on E&O relating to TAM and also Certificates of Insurance. We'll also be talking about TENCon which will be held in Las Vegas this year, so expect a little fun intermingled with the presentations. Continental breakfast items will be provided by SMART IT and lunch will be provided courtesy of RPost. Cost for ASCnet members is $30/person and the cost for non-members is $60/person. Contact Deb for more information.
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Date: 06/12/2013 8:30 AM -
3:30 PM
Location: Doubletree Hotel, Monroeville, PA
Contact: Carolyn D Nulph 412-261-3640 ext 203
cnulph@beynonandco.com
Topics: Excel – Basics of Excel Level 1 & 2
Retention Calculations Using Excel
Sue Good, ASCNET Certified Presenter
This HANDS-ON session will cover basic Excel functionality, from Navigating spreadsheets through Sorting, Subtotaling and Filtering Data using familiar Book of Business and Production Data. Don't just watch, do it yourself! Bring your laptop (fully charged) loaded with Excel 2007 and use the sample Excel workbook provided to practice the skills learned during the session.
Master tools like Copy/Paste, Resizing Rows/Columns, Formatting Cells, Print Setup, Basic Formulas, Sorting, Subtotaling and Filtering
Expand your knowledge of Excel tools and how they can be used to get the information you want.
Master powerful tools like Pivot Tables and Macros to make your job easier.
Get really excited about how fast and easy it is to analyze data using Excel
Define Retention, New Business, and Lost Business as they relate to the Macro tool.
Apply Excel Pivot Tables and special Macro to TAM, Vision, Doris or Epic data
Evaluate current data integrity and variety of scenarios affecting the ability to obtain accurate retention data from Billing Screen or Production data.
RSVP by June 3, 2013
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Date: 06/14/2013 9:00 AM -
3:00 PM
Location: 9300 Shelbyville Road (2nd flr), Louisville, KY 40222
Contact: Michele Lathan (502) 493-7978
mlathan@huhinsurance.com
Topics: Our topics for the June Meeting are: Direct Bill Import & an Overview of Commission Download; The Month End Process in TAM and Cleaning Up & Balancing Your Company Payables. Our speaker is Jason Hoeppner. The cost for a member is $50 for the 1st member and $25 for each additional member. If you are a non-member, the cost is $75. Lunch will be provided by Jimmy John's. We always have a great meeting, hope to see you there. Remember TENCon is in LasVegas this year! Should be fun!
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Date: 08/07/2013 12:00 AM
Location: IIAN office/Lincoln NE
Contact: Janelle Medinger 402-362-7477
jmedinger@cornerstoneconnect.com
Topics: This will be a new user boot camp featuring Sandy Oliver from ASCnet as our presenter. This is for new users to your agency or users wanting some efficiency tips. More details to follow.
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Date: 08/13/2013 8:30 AM -
3:00 PM
Location: Maritz - Fenton
Contact: Roberta Illert 314-991-3100
roberta@yavitz.com
Topics: In the AM Linda Talbott will present the Applied side of CL policy download. She will go over the most common Accord forms used in CL download and how the fields populate, and suggest what an agency can do to preserve information on TAM that may get overwritten. Then in the PM, Jim Bany of IVANS will give a presentation on just what IVANS is and does. They want agency feedback as to what is needed for CL and also PL download, problems, suggestions, comments. This is an excellent class for policy download for agencies who use download and especially for those who don't use it to discuss why and what is needed for future advancement.
Register at http://ascnetstlouis.webs.com.
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Date: 09/10/2013 9:00 AM -
3:30 PM
Location: West Bend Mutual, 1900 S. 18th Ave, West Bend, WI
Contact: Michele Holz 608-644-8594
michele.holz@schwarzins.com
Topics: Please join us for an EPIC Trailblazers Panel Discussion. The trailblazers, Patty Andree/Johnson Insurance, Coral Benton/Diversified Insurance, and Cheryle Kieler/Tricor Insurance will be present to answer questions regarding the process of converting from TAM to EPIC. Topics will include data cleanup prior to migration, the migration process itself, how to get the most out of the data available in EPIC, workflows, and how to manage the change. Please join us for this exciting meeting and see if EPIC is the right choice for your agency!
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Date: 11/12/2013 8:30 AM -
3:00 PM
Location: Maritz - Fenton
Contact: Roberta Illert 314-991-3100
roberta@yavitz.com
Topics: Sue Good will be presenting two classes:
Conducting a system utilization review in TAM in the AM followed by: Using excel to audit your tam transactions and billing screens.
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Date: 11/12/2013 9:00 AM -
3:30 PM
Location: QBE Insurance, 1 General Drive, Sun Prairie, WI
Contact: Michele Holz 608-644-8594
michele.holz@schwarzins.com
Topics: Save the Date! We hope to have Karen Lancaster, ASCnet Presenter, attend and guide us through Excel Pivot Tables and Excel 2007 to Access 2007. The pivot table class was a huge hit at TENCON 2012! We hope to see you there, you won't want to miss this! More details to follow at a later date, please check back.
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