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Workers’ Compensation and your Clients

Lee Bank and Toole Insurance invite you to attend: Workers’ Compensation and your Clients: A CPA’s Guide (4 CPE Credits).

Improve your client’s ability to manage workers’ compensation insurance. This seminar will provide you with an understanding of the critical factors which create errors and overcharges in your clients’ workers’ compensation insurance premium.

This highly interactive seminar designed by the Institute of WorkComp Professionals will prepare you to positively impact your client’s bottom line.

Learning Objectives:

  • Understand how clients are overcharged for workers’ comp insurance through clear illustration and interactive examination of actual case studies.
  • Appreciate the complexity of the premium audit process by taking concrete examples and applying them to your case study assignment.
  • Recognize how experience modification factors are wrong or mismanaged through examination of workers’ comp regulations and real-life employer scenarios.
  • Understand through real-life examples how injuries impact client revenues.

Date:
September 14, 2010; 8 am to 12 pm

Cost:
$150.00

Location:
Country Club of Pittsfield
639 South Street
Pittsfield, MA 01202

Register online NOW!

Seminar Agenda:
7:30 – 8:00 am Registration and Continental Breakfast

8:00 – 8:50 am Session 1: The Premium Audit Process
Through examples and interactive discussion, participants will learn:
• The premium audit process and examples of common errors and overcharges
• The steps employers should take to prepare for the premium audit process

8:50 – 9:00 am Break

9:00 – 9:50 am Session 2: The Experience Mod
Through examples and interactive discussion, participants will learn:
• How the Experience Mod is calculated and how it affects the insurance premium
• Common experience mod errors and overcharges

9:50 – 10:00 am Break

10:00 – 10:50 am Session 3: Premium Audit Case Study
Through interactive examination of an actual case study, participants will be able to:
• Recognize how premium audit errors cause significant overcharges

10:50 – 11:00 am Break

11:00 – 11:50 am Session 4: Experience Mod Case Study
Through interactive examination of an actual case study, participants will be able to:
• Recognize how experience modification factors are wrong or mismanaged