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Director’s & Officer's Insurance
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Director’s & Officer's Insurance

Learn the essentials of Director’s & Officer's (D&O) insurance. Protect your clients from such lawsuits. Members $95 / Non-Members $145

 Export to Your Calendar 2018-06-14
When: Thursday, June 14th, 2018
1:30 - 3:30 PM
Where: Online
Presenter: Melanie Needham
Contact: Tara Keohan

Online registration is closed.
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D&O insurance responds to the liability borne by the individual director or officer, the loss a corporation may have to pay out regarding the actions of its directors and officers, and corporate liability particularly regarding securities. It's pretty complicated.


We begin with an overview of what the coverage entails, who who needs the coverage, what is included in the coverage, and how to underwrite an application. We then quickly review an application with financial statements and bylaws.


2.0 CE credits for General, Adjuster, Accident and Sickness and Life licences



  • What types of clients require this coverage and why clients require this coverage
  • Legal cases that have been in the media
  • The most common insurance coverage included in a D&O policy and how it applies to losses
  • The importance of bylaws and financials and how they relate to the application as well as the coverage
  • Common terms in relation to D&O coverage and how they relates to this coverage


Who should attend

All brokers and agents



Member $95
Non-Member $145


Melanie Needham, FCIP, CRM (facilitator)

With over 20 years’ experience in the insurance industry, Melanie has held various positions including management, underwriting, risk management, and business analyst. As a facilitator (licensing courses in Ontario, as well as CIP and CRM courses across Canada), Melanie was awarded the Insurance Institute’s Instructor of the Year award numerous times and the national Emerging Leader award (2011). She is the president of MRD Training and Consulting Inc. and is highly respected in the industry.

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