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Monday, October 2, 2017   (0 Comments)
Posted by: IIAD Staff
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CE & CSR/ACCOUNT MANAGER APPRECIATION LUNCHEON

The IIAD CE & CSR/Account Manager Appreciation Luncheon will be held on Wednesday, October 18th at the Bent Tree Country Club-5201 Westgrove Dr. Dallas, TX 75248.

9-11am- CE

Roy Phillips  (Myron Steves) and Robert McCabe (Thompson Coe) will present 2 HRs of "Cyber Liability".

11:15am-1:00pm -Luncheon

For the CSR/Account Manager Appreciation Luncheon, Stacey Lemons (MHBT) will be the guest speaker. Her topic is "It's Magical".

Pricing-

CE is FREE 

Luncheon-  Early Bird Luncheon price - $34 until October 11, 2017

Late registration luncheon cost - $41

The CSR's/Account Managers can attend for FREE but do need to RSVP. 

Friday, October 13th is the last day to register.

Thank you to the luncheon Sponsors- TX Green, Myron Steves and Applied Insurance.

Gifts for CSRs:

* Any carrier or company interested in providing gifts for the CSRs/Acct Mgrs should contact jennifer@iiadallas.org by October 11, 2017. 

Click to register

CE PRESENTER-

ROY PHILLIPS- MYRON STEVES

Roy L. Phillips has been in every aspect of the Insurance Industry since 1961. He served as Underwriter, Adjuster, Branch Manager and Vice President of a Regional Company. Roy has been an active Agent since 1982.

Phillips lectured on Insurance coverages at the University of Houston for 12 years and has written extensively concerning the Duties and Responsibilities of Insurance Agents and Companies. He is often retained by Errors and Omissions Carriers in the Defense of Allegations made against Agents arising from Breach of Standard of Care.  He has represented both Agencies and Companies in a litigation role since 1984.  He is a Designated Party Arbitrator approved by the American Arbitration Assn.

Roy served on active duty with the original Green Berets, and spent many years training those units. He retired as a full Colonel at the end of his military career. 

CE PRESENTER-

ROBERT C. MCCABE- THOMPSON COE

CURRICULUM VITAE SERVICES:

Mediation and arbitration.

PRIMARY PRACTICE AREAS:

Professional errors & omissions, insurance coverage, premises liability, personal injury, product liability, consumer law, commercial litigation, motor vehicle accidents, civil litigation/general and labor/employment law.

PROFESSIONAL BACKGROUND:

2016 - Present Thompson Coe Cousins & Irons

2009 - 2015 Oldenettel & McCabe, Houston, Texas

2000 - 2009 Holm, Bambace and McCabe, Houston, Texas

1992 - 2000 Oldenettel & McCabe, Houston, Texas

1989 - 1992 Tekell, Book, Matthews & Limmer, Houston, Texas

Admitted to the Texas Bar in 1990. Mr. McCabe is also admitted to practice before the U.S. Court of Appeals, Fifth Circuit; U.S. District Court, Northern, Southern, Western and Eastern Districts of Texas and Western District of Oklahoma. He is a member of the Houston Bar Association and State Bar of Texas. He is a fellow with the Texas Bar Foundation. In addition to his work as an attorney, Mr. McCabe serves as a Trustee on the Friendswood Independent School District Board of Trustees.

Mr. McCabe is AV® Preeminent Peer Review Rated by Martindale-Hubbell

EDUCATION:

South Texas College of Law (J.D., 1989).

University of Texas (B.A., 1985)

LUNCHEON PRESENTER-

STACEY LEMONS- MHBT

Topic: "It’s Magical"

Attendees will learn about-

  • Gratitude and appreciation of the role they play on the team – While bringing in the revenue and closing the deal is “jazzy”…The “magic” is in the service and continued relationship they develop with the client.
  • Creating their own “magic” –Making a difference, reaching their full potential, living their “best” life.
  • Challenge – Find their “magic”.

 

Exclusive to IIAD members Only. No refunds.


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