Date/Time:

Wednesday, 6/3/26

12:00 to 1:00pm

Topic:

Absence and Disability Insurance: Essential Concepts

Course Summary: 

This introductory course provides a foundational understanding of absence and disability. Designed for beginners, the course covers essential concepts, terminology, and best practices to help participants recognize the impact of absence and disability on individuals and organizations. Through this course learners will gain the knowledge needed to support effective absence and disability management, promote employee well-being, navigate compliance, and address related challenges with confidence. Whether you are new to the field or seeking to build a solid base, this course offers the core principles to get started.

Presenters:

Nadine Anderson, Account Executive ADL • Client and Customer Services
Kristen Buchanan. Account Executive, Mid-Market Absence • Client & Customer Services
Marsh McLennan Agency

Credits:

1 PA, NJ CLE Credit

Course participants must attend the entire program to receive continuing education credit. In accordance with state requirements, we will be monitoring attendance and participation electronically.

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course.

Date/Time:

Wednesday, 5/6/26

12:00 to 1:00pm

Topic:

Political Violence & Active Assailant Insurance

Course Summary: 

This educational session will review the Key Concepts of Political Violence Coverage and a comparison to the insurance coverage provided by Terrorism Risk Insurance Act (TRIA). This educational session will also review the Key Concepts of Active Assailant Insurance Coverage including Claims Scenarios and the importance of including the Executive Protection Endorsement for key Executives.

Presenters:

Ben Brooks, Political Violence & Terrorism AVP of Bowring Marsh

Credits:

1 PA, NJ CLE Credits

Course participants must attend the entire program to receive continuing education credit. In accordance with state requirements, we will be monitoring attendance and participation electronically.

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course. 

Date: Wednesday, April 1, 2026

Time: 12:00 PM to 1:00 PM

Program Description:

Date/Time:        

Wednesday, 4/1/26

12:00 to 1:00pm

Topic:

Strategic ERM Risk Assessment and KRIs

Course Summary: 

This educational session will review the Key Concepts and Risk Management Issues related to Strategic Enterprise Risk Management including assessing an organization’s Risk Maturity so that the organization’s risk mitigation efforts can be conveyed to Insurance Companies to achieve the most favorable underwriting outcome for the organization’s Insurance renewal. 

Presenters: 

Marty Irons, CPCU, CIC, ARM, CEBS, RPLU, Senior Vice President – Technical Development Department

Courtney Schwartz, Strategic Enterprise Risk Consultant • Sales & Client / Carrier Relationship Management

Credits:

1 PA, NJ CLE Credits

Course participants must attend the entire program to receive continuing education credit. In accordance with state requirements, we will be monitoring attendance and participation electronically.

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course. 

Date: Wednesday, February 4, 2026

Time: 12:00 PM to 2:00 PM

Program Description:

Date/Time:        

Wednesday, 2/4/26

12:00 to 2:00pm

Topic:

New Management Liability Coverage Strategies

Course Summary: 

This course reviews new coverage strategies that are available for small to mid-sized organizations and non-profits.

Presenter: 

Leonid Kanopka, MBA, RPLU, CPLP, Vice President, Management Liability Product Officer

Zurich

Credits:

2 PA, NJ CE Credits

2 PA, NJ CLE Credits

Course participants must attend the entire program to receive continuing education credit. In accordance with state requirements, we will be monitoring attendance and participation electronically.

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course. 

Date: Wednesday, January 7, 2026

Time: 12:00 PM to 1:00 PM

Program Description:

Provider:

Graham Company, A Marsh & McLennan Agency LLC Company

Date/Time:

Wednesday, 1/7/26 – 12-1:00pm

Title:

Healthcare Trends and What Employers are Doing About It

Course Description and Objectives:
Provide a current state update of US Healthcare trend and what is driving historic increases.  Educate on what employers are focusing on and general new to market strategies to assist in slowing cost increases.  Provide and update on the prescription drug market and federal policies that are driving direct to consumer options.  Finish with providing recent case studies of clients leveraging innovative strategies to improve financial outcomes.

Presenter(s):

Mitchel S. Heckert, Vice President

Colby Pellegrini, Employee Benefits Consultant

Scott Ferguson, Jr., GBA, Senior Employee Benefits Consultant

Graham Company, A Marsh & McLennan Agency LLC Company

Credits:

CE: 1 PA, NJ

CLE: 1 PA, NJ

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course. 

Date: Wednesday, November 5, 2025

Time: 12:00 PM to 1:00 PM

Program Description:

Provider:

Graham Company, A Marsh & McLennan Agency LLC Company

Date/Time:

Wednesday, 11/5/25 – 12-1:00pm

Title:

Captive Insights and Case Studies

Course Description and Objectives:

• This session equips producers, account managers, and service team members with a practical, high-level understanding of captive insurance as a strategic risk financing tool.
• Attendees will gain actionable insights to identify captive candidates and effectively communicate captive value propositions to prospects and clients.

Presenter:

Blair Garland, Producer, Captive Practice Leader

Graham Company, A Marsh & McLennan Agency LLC Company

Credits:

CE: 1 PA, NJ

CLE: 1 PA, NJ

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course. 

Date: Wednesday, October 22, 2025

Time: 9:00 AM to 12:10 PM

Program Description:

Provider:

Graham Company, A Marsh & McLennan Agency LLC Company

Date / Time:

Wednesday, 10/22/25, 9:00 am – 12:10 pm

Title:

Implementing Effective Risk Management Strategies

Event Highlights:

• Strategic Enterprise Risk Overview: Gain a comprehensive understanding of how to align risk management with your organization’s strategic goals.
• Implementing Risk Controls: Discover proven techniques to overcome opposition and move forward when resistance stalls progress.
• Interactive Breakout Session: Share your experiences and learn what strategies others are using to overcome obstacles in implementing risk mitigation ideas.
• Cost-Free Risk Management Strategies: Explore actionable, no-cost risk transfer approaches that reduce the likelihood of your insurance having to pay for claims.
• Creative Captive Financing Strategies: Unlock innovative financing options to support your risk management initiatives.

Presenters

Martin Irons, CPCU, CIC, ARM, CEBS, RPLU, Senior Vice President –Technical Development Department

Courtney Schwartz, Strategic Enterprise Risk Consultant

Blair Garland, Producer, Captive Practice Leader

Graham Company, A Marsh & McLennan Agency LLC Company

Credits

CLE: 3 PA, NJ

CPE: 3 PA, NJ (Subject Area: Advisory Services (PA) / Management Advisory Services (NJ); Level of Difficulty: Intermediate; Prerequisites: None; Preparation: None; Teaching Method: Hybrid)

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course. 

Date: Wednesday, October 1, 2025

Time: 12:00 PM to 1:00 PM

Program Description:

Date/Time:        

Wednesday, 10/1/25

12:00 to 1:00pm

Topic:

Strategic Enterprise Risk Management

Course Summary: 

This educational session will review the Key Concepts and Risk Management Issues related to Enterprise Risk Management. 

Presenters:

G. Martin Irons, CPCU, CIC, ARM, CEBS, RPLU, Senior Vice President – Technical Development Department, Graham Company

Courtney Schwartz, Strategic Enterprise Risk Consultant, Graham Company

Credits:

1 PA, NJ CE Credits

1 PA, NJ CLE Credits

Course participants must attend the entire program to receive continuing education credit. In accordance with state requirements, we will be monitoring attendance and participation electronically.

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course. 

Date: Wednesday, September 3, 2025

Time: 12:00 PM to 2:00 PM

Program Description:

Date/Time:        

Wednesday, 9/3/25

12:00 to 2:00pm

Topic:

New Management Liability Coverage Strategies

Course Summary: 

This course reviews new coverage strategies that are available for small to mid-sized organizations and non-profits.

Presenter: 

Leonid Kanopka, MBA, RPLU, CPLP, Vice President, Management Liability Product Officer

Zurich

Credits:

2 PA, NJ CE Credits

2 PA, NJ CLE Credits

Course participants must attend the entire program to receive continuing education credit. In accordance with state requirements, we will be monitoring attendance and participation electronically.

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course. 

Date: Wednesday, June 4, 2025

Time: 12:00 PM to 1:00 PM

Program Description:

Date/Time:        

Wednesday, 6/4/25

12:00 to 1:00pm

Topic:

Privacy Liability, Regulatory Litigation Trends in the Cyber Industry

Course Summary: 

Participants should leave with an understanding of recent trends related to data privacy, evolutions in the regulatory landscape, and litigation activity impacting organizations across the United States.  The educational session will include a cyber insurance placement specialist, cyber claims consultant, and data privacy attorney. Instructors will walk through previous incidents and speak to relevant and hazardous risk exposures of clients based on various industries, locations, and website controls.

Presenters:

Alexandra Belton, Partner, Mullen Coughlin

Margaux Weinraub, CPCU, ARM, CPLP, CCIC, Cyber Practice Leader, Graham Company

Stephanie O’Brien, AIC, AINS, Claims Consultant, Graham Company

Credits:

1 PA, NJ CE Credits

1 PA, NJ CLE Credits

Course participants must attend the entire program to receive continuing education credit. In accordance with state requirements, we will be monitoring attendance and participation electronically.

Please contact Mary Jane Colantuono at [email protected] if you are interested in attending this CE Course.