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UID:69e18513cedee
DTSTART;TZID=America/Edmonton:20260627T090000
SEQUENCE:0
TRANSP:OPAQUE
DTEND;TZID=America/Edmonton:20260628T150000
URL:https://ibaa.ca/education/edu-calendar.html/event-info/details/id/266
SUMMARY:New Edition* CAIB 4 Instructor-led Course - Week 1
CLASS:PUBLIC
DESCRIPTION:\n\nhttps://ibaa.ca/education/edu-calendar.html/event-info/deta
 ils/id/266
X-ALT-DESC;FMTTYPE=text/html:<p class=\"ib-eventPrice\"><strong>Pricing:&nb
 sp\;</strong></p>\n\n<ul>\n<li><strong>Instructor-Led Class\, Course Mater
 ials (Digital and Physical Text) and Online Exam Access&nbsp\;(including e
 xam proctoring)&nbsp\;</strong>&nbsp\;Member: $1200 / Non-Member $1700</li
 >\n<li><strong>Instructor-Led Class\, Digital Course Materials(No Physical
  Text)</strong> <strong>&amp\; Online Exam Access (including exam proctori
 ng)&nbsp\;</strong>Member: $950 / Non-Member $1450</li>\n</ul>\n\n<p class
 =\"ib-eventLocation\"><strong>Location:</strong> Online via Zoom</p>\n\n<p
 ><strong>Inclusive Dates: </strong>June&nbsp\;27 to 28\, 2026&nbsp\; and J
 uly 4 to 5\, 2026&nbsp\;(Two consecutive&nbsp\;weekends)&nbsp\;Registratio
 n and payment gives you access to both weekend sessions.</p>\n\n<p><strong
 >Session timing: </strong>9:00AM to 3:00PM MST</p>\n\n<p>During registrati
 on you will be given two options for purchase:</p>\n\n<ul>\n<li>Physical T
 ext\, Digital Text\, Digital Suite\, and Exam enrollment</li>\n<li>Digital
  Text\, Digital Suite\, and Exam enrollment</li>\n</ul>\n\n<p>All digital 
 content (text and practice material) will only be available for 18 months 
 from the date of purchase. Your exam must be booked and written within 12 
 months of purchase.</p>\n\n<p>Upon enrollment\, you will be granted access
  to the digital material within 2 -3 business days\, any physical text wil
 l arrive within 5 - 7 business days. We recommend taking this into account
  during registration\, so you give yourself enough time to prepare for the
  course.</p>\n\n<p><strong>CAIB 4&nbsp\;New Edition &ndash\; Course Overvi
 ew</strong></p>\n\n<p>CAIB 4 focuses on the management and leadership aspe
 cts of operating a successful insurance brokerage. Building on technical i
 nsurance knowledge\, this course emphasizes strategic planning\, organizat
 ional effectiveness\, people management\, financial oversight\, and client
  relationship development. Through 10 modules\, learners gain the business
 \, leadership\, and operational skills required to manage brokerage operat
 ions effectively and prepare for the CAIB 4 exam.</p>\n\n<p><strong>Course
  Modules</strong></p>\n\n<ul>\n<li><strong data-end=\"661\" data-start=\"6
 13\">Module 1 &ndash\; Organizing an Insurance Brokerage</strong> &ndash\;
  Structure\, roles\, and operational considerations for effective brokerag
 e management.</li>\n<li><strong data-end=\"802\" data-start=\"751\">Module
  2 &ndash\; Broker &amp\; Insurance Company Relations</strong> &ndash\; Ma
 naging insurer relationships\, contracts\, and distribution partnerships.<
 /li>\n<li><strong data-end=\"933\" data-start=\"881\">Module 3 &ndash\; St
 rategic Management\, Part 1: Process</strong> &ndash\; Strategic analysis\
 , goal setting\, and planning frameworks for brokerages.</li>\n<li><strong
  data-end=\"1071\" data-start=\"1012\">Module 4 &ndash\; Strategic Managem
 ent\, Part 2: Implementation</strong> &ndash\; Executing strategy\, measur
 ing performance\, and managing change.</li>\n<li><strong data-end=\"1181\"
  data-start=\"1140\">Module 5 &ndash\; Human Resources Management</strong>
  &ndash\; Recruitment\, performance management\, compliance\, and workforc
 e planning.</li>\n<li><strong data-end=\"1298\" data-start=\"1259\">Module
  6 &ndash\; Organizational Behaviour</strong> &ndash\; Leadership\, motiva
 tion\, culture\, and team dynamics within brokerages.</li>\n<li><strong da
 ta-end=\"1397\" data-start=\"1373\">Module 7 &ndash\; Marketing</strong> &
 ndash\; Market analysis\, branding\, and client-focused marketing strategi
 es.</li>\n<li><strong data-end=\"1524\" data-start=\"1470\">Module 8 &ndas
 h\; Creating Long-term Client Relationships</strong> &ndash\; Client reten
 tion\, service excellence\, and relationship management.</li>\n<li><strong
  data-end=\"1631\" data-start=\"1596\">Module 9 &ndash\; Financial Managem
 ent</strong> &ndash\; Budgeting\, financial analysis\, and profitability m
 anagement.</li>\n<li><strong data-end=\"1748\" data-start=\"1697\">Module 
 10 &ndash\; Technology and Brokerage Operations</strong> &ndash\; Leveragi
 ng technology to improve efficiency\, compliance\, and client service.</li
 >\n</ul>\n\n<p><strong>Instructor/Facilitator | Sasha Sather\, CAIB (Hons)
 &nbsp\;</strong></p>\n\n<p>Sasha Sather brings over a decade of dynamic ex
 perience in the insurance industry\, with a career marked by excellence\, 
 leadership\, and a deep commitment to professional growth. Originally from
  Saskatchewan\, Sasha began her journey in Alberta as a claims adjuster be
 fore transitioning to a broker role in 2016. Her dedication to the craft q
 uickly stood out&mdash\;earning the top mark in Canada for her CAIB Design
 ation in 2017\, followed by her CIP designation in 2020.</p>\n\n<p>Sasha&r
 squo\;s leadership skills were recognized when she became Branch Manager o
 f Drayden Insurance Ltd.&rsquo\;s Morinville location\, where she fostered
  team development and operational success. In 2025\, she stepped into a st
 rategic role as Commercial Underwriting and Account Manager\, serving as t
 he pen for Drayden&rsquo\;s program business across eight branches.</p>\n\
 n<p>Known for her sharp technical knowledge\, practical insights\, and app
 roachable teaching style\, Sasha is passionate about empowering others in 
 the industry to grow their confidence and capabilities. Whether mentoring 
 new professionals or leading advanced training\, she brings clarity\, warm
 th\, and real-world expertise to every session.</p>\n\n<p style=\"font-sty
 le: italic\; font-size: 0.9rem\; line-height: 0.9rem\; color: #662C61\">Re
 gistration for CAIB&nbsp\;instructor-led sessions closes five (5) business
  days before the start date. All CAIB New Edition purchases are final sale
 . If minimum enrollment is not met\, the session may be cancelled. You may
  transfer to a future session or be switched to self-study and receive a r
 efund for the price difference.</p>\n
DTSTAMP:20260416T185547Z
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