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Video On Demand

E&O Risk Management – Meeting the Challenge of Change-Part 1 (3 hrs)

Total Credits: 3 including 3 CE Credit

Average Rating:
10% premium discount qualified |  Errors and Omissions
Christopher B. Weldon, Esq. |  James C. Keidel, Esq. |  Richard Lund, J.D. |  W. Vincent Sorgi Jr., CIC, AAI, AIS |  William Perkins, AAI, ARM, CRIS
3 hrs
Access for 90 day(s) after purchase.


This course is Part 1 of 2 (3 hrs each) in this E&O module - As of January 1, 2020 3 hours of content must be taken to qualify for the 10% E&O premium discount!


Part 1:  

Please note - Parts 1 & 2 can be taken out of order!!    Also note, this webcast is running approx 3.5 hrs so plan your schedule accordingly!

This course is one of two parts.  Successful completion of ONLY 1 part will apply toward the agency's requirement for the 10% Swiss Re and Fireman's Fund E&O discount*. This course is designed to give agents important information to help reduce their exposure to E&O claims.  Topics that will be discussed include:

  •    Understanding Agent Duties
  •    The Role of Agency Procedures
  •    An E&O Claim – 360° View
  •    Reporting an E&O Claim
  •    Risk-assessment Questionnaires and Checklists



Course Materials


Christopher B. Weldon, Esq.'s Profile

Christopher B. Weldon, Esq. Related seminars and products

Chris started his legal career in 1990 as an Assistant District Attorney. After leaving the District Attorney's Office in 1992, Chris continued in litigation, handling malpractice lawsuits and other types of actions, ranging from simple personal injury cases to complex contract and corporate disputes. In 1999, Chris joined a multi-state law firm and helped the firm to establish an independent Connecticut office. At that firm, he primarily handled professional liability claims and lawsuits involving insurance agents and brokers. Since that time, he has continued to focus his practice in the area of professional liability, not only defending insurance agents and brokers, but also representing attorneys, real estate brokers and architects and engineers. Through his representation of insurance agents and brokers, he gained significant experience with insurance policies and has used that knowledge to successfully resolve many insurance coverage disputes for insurance carriers as well. In 2008, Chris, together with Jim Keidel and Steve Cunningham started the law firm of Keidel, Weldon & Cunningham. Over the years, Chris has primarily focused his practice in New York, Connecticut and Pennsylvania, but, because of his significant expertise in the area of professional liability, he has been retained by carriers nationally and in the U.S. Virgin Islands, to become admitted pro hoc vice in order to work with their local counsel. Chris authors articles and lectures on the subject of E&O liability prevention for insurance agents and brokers. He is licensed as a continuing education instructor by the Insurance Departments in a number of states. Community Activities:

Wilton Connecticut Fire Commission 2016-Present Wilton Connecticut Police Commissioner 2006-2016

Chairman 2012-2016

Wilton Connecticut Charter Commission 2008-2008 Wilton Connecticut Cell Tower Commission 2001-2002


Practice Areas:

Insurance Agents and Brokers Insurance Coverage

Excess Monitoring General Liability

Corporate and Business Matters

Contact: NY: (914) 948-7000

CT: (203) 869-2200

PA: (215) 821-1172

RI: (401) 773-7730

Cell: (203) 984-5394


James C. Keidel, Esq.'s Profile

James C. Keidel, Esq. Related seminars and products

Jim started his legal career in the late 1980s working as an in-house attorney for a major life insurance company. After several years of handling life insurance related litigation, in 1990 Jim joined an upstate New York law firm specializing in the representation of insurance agents and brokers in all facets of their business. Jim chartered their New York City office, expanding it from a solo operation to a fully-staffed mid-sized office. In light of his enormous success with the New York City office, in 1999, he was asked to establish their Connecticut office with similar prosperity. Based upon his significant achievements, Jim was made a managing partner, heading up the firm's professional liability practice. In 2008 Jim started the law firm of Keidel, Weldon & Cunningham, LLP along with Chris Weldon and Steve Cunningham. Since 1990, Jim has exclusively handled high exposure, complex professional liability claims and lawsuits involving insurance agents and brokers, and has counseled insurance agents and brokers on loss prevention. Jim has been licensed by Insurance Departments in 50 states as a continuing education instructor. He has presented the annual E&O loss control seminar to members of IIABNY for approximately twenty years. He frequently presents private E&O seminars and conducts E&O audits at insurance agencies and brokerages across the country. He also represents insurance agents and brokers on all other facets of their businesses including regulatory work, contract negotiations and employment issues. Jim frequently serves as mediator and arbitrator in high exposure insurance coverage disputes. Community Activities:

Ridgefield Insurance and Risk Management Committee 2002-2015 Ridgefield Justice of the Peace 2000-Present

Ridgefield Connecticut Board of Education2015-Present


Practice Areas:

Insurance Agents and Brokers Insurance Coverage

Excess Monitoring General Liability

Corporate and Business Matters


Contact: NY: (914) 948-7000

CT: (203) 869-2200

NJ: (201) 490-7706

Cell: (203) 470-9921



Overall:      4.7

Total Reviews: 1849


Nicole F - Califon, New Jersey

" "

Gary W

"The presentation was very good."

Ellen B

"The presenters were very clear and straight forward "

Mike M - Houston, Texas

"Very informative."

Rene S - Conway, South Carolina

"Great information!"

Mitzi F - Spring, Texas


Jennifer S

"There was a lot of good information and good reminders and a few things we may want to update."

Colleen K

"Very important points raised. Discussion will occur in our agency "

Jayne S - Jackson, Ohio

"Very knowledgable presentors. Gave me information to use with others in our office."

Richard W - Florence, South Carolina

" "

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