Chartered Insurance Operations Professional (CIOP) Designation

June 10-12, 2026

Designing, Building and Leading World Class Insurance Operations: Provides an in depth and contemporary analysis of all the components essential to stablish a superior insurance operations platform in reducing costs, improving the customer and employee experience while accelerating profitable growth. The program tutorials have been amplified to include the latest thinking and emerging disciplines associated with new operational metrics, AI augmented operational modeling and execution, data story telling 2.0 skills, building a high performing team of diversity, talent, behavior, skills and intelligence as well as reinventing the insurance processing, servicing and call centers of the future

$3,550
10% for Teams of 3+
20% for Teams of 5+
30% for Teams of 7+

American Management Association Executive Conference Center (NYC)

Master of Insurance Business Analysis (MIBA) Certification

September 9-11, 2026

Defining, Designing, Verifying and Deploying Outstanding Business Solutions: Participants learn all the key concepts, approaches and disciplines in creating superior insurance business solutions through enabling technology applications as well as the essential social skills of influencing without authority, flawless facilitation, and communicating for results. In addition to the key concepts, disciplines and techniques with learning the very best business analysis practices the 2025 Curriculum has been amplified to include Machine Learning, Generative AI (GAI) Fundamentals, GAI Prompt Engineering and Data Story Telling. The interpersonal skills tutorials have also been with expanded with Emotional Intelligence and Becoming an Outstanding Team Member training. Recognizing that business analysis is best performed as an end-to-end process, the MIBA development experience benefits a wide population including, among others, subject matter experts, project leads, product owners, analysts, SCRUM masters, and developers

$3,100
A minimum
attendance of 5
participants per
sponsoring firm.
20% for Teams of 10+

Instructor Led Virtual
Distant Learning

Chartered Professional Coach and Instructor (CPCI) Designation

October 21-23, 2026

The CPCI program provides a deeply immersive learning experience through which participants gain not only immediately beneficial knowledge and skills but are also equipped with tools and techniques on how to instruct others in coaching best practices and become catalysts of human expansion. The program provides a working understanding of the forces of change that are transforming the insurance industry and radically impacting people. And, through training in the new Progressive Based Performance Coaching frameworks, participants learn how to provide personalized pathways for people to elevate their performance while building and embodying those character traits that elevate their behavior, value and relationships.

$3,550
10% for Teams of 3+
20% for Teams of 5+
30% for Teams of 7+

American Management Association Executive Conference Center (NYC)

Customer Experience and Analytics Professional (CXAP) Designation

December 10-12, 2025

Creating Transformational Insurance Customer Experiences through CX Engineering, Design Thinking and Advanced Customer Analytics: Combines and integrates customer ethnography, design thinking, customer experience engineering, and advanced market analytics – that collectively enable the crafting and execution of a winning insurance customer experience strategy. Attendees build upon these foundational knowledge domains through hands on workshops focusing on Customer Journey Orchestration and Measurement Frameworks, Engineering Contact Center Optimization and a deep dive into Design for CX (DCX) cross functional, end-to-end radical collaboration and innovation. Attendees learn techniques for enhancing multi-generational employee engagement that translates into a superior customer experience. The CXAP curriculum includes training in utilizing generative AI in customer segment specific experience design and AI enhanced call center performance. The entire program is further enlivened with the expanded inclusion of actual insurance CX better practices case studies, specific how-to illustrations and insurance CX AI use cases

$3,250
10% for Teams of 3+
20% for Teams of 5+
30% for Teams of 10+

Instructor Led Virtual
Distant Learning

The Generative Agentic AI Enabled Insurance Performance Workshop

Conducted Specifically for Requesting Insurance Organizations

Converting the Potential and Power of Generative Artificial Intelligence into Actual Insurance Applications that Facilitate Profitable Growth, Enhance Underwriting and Claims Performance, While Accelerating Operational and Process Velocity. Anticipating the transformative influence that Generative AI will increasingly exert, an Insurance Industry sponsored collaborative action research effort was initiated in 2024. This impactful and continuing research combines academics, knowledge leaders and imaginative insurance-savvy pros with a focus on practice and experimentation across several business-critical core processes: Generating New Account Growth, New and Renewal Underwriting, Claims Adjudication, and Policy Administration & Operations. The Generative AI Enabled Insurance Performance Workshop provides insights and resulting applications that have emerged from this ongoing insurance industry sponsored action research. The powerful learnings from this hands-on research are further amplified with the very best insurance company application developments.

Download Program Brochure

Tuition is a function of the number of attendees and calibrated to best fit the sponsoring company’s upskilling budget

Conducted on Sponsoring Company Site or Through Instructor Led Virtual Distant Learning