Level Up Your Data Literacy with CPCU 550

Presenters: Sandra Day Ciccione, CPCU, Rich Morales, CPCU, CIDM, PMP and Patrick Stokes, CPCU, AIC, AIDA

Nov. 19, at 2 p.m. ET

With technology comes an abundance of data, and as a risk and insurance leader, it’s important to understand what data is relevant and how it’s used. Join us for a panel discussion on how to incorporate the new CPCU 550, Maximizing Value with Data and Technology, in your exposure to data literacy and analytics. You’ll hear perspectives from industry experts on how these concepts apply in claims, underwriting and operations.

Key takeaways from this webinar include:
• Competitive advantage of understanding data 
• Using data and technology to predict and prevent
• Ethics and the use of data

This webinar is open to the public. Registration is free and easy. Simply create an account and add the webinar to your cart. There will be no charge at checkout. We can't wait to see you there!

REGISTER NOW
 

Sandra Day Ciccione, CPCU 

Instructional Designer, Content Development 

The Institutes Knowledge Group
 

Sandi is senior instructional designer at The Institutes Knowledge Group. In this role, she is responsible for guiding development teams to apply best practices and instructional design strategies in learning solutions for various delivery channels. Before joining The Institutes in 2008, she was a personal lines agent and an operations trainer for American International Group. 

Ms. Ciccione is a member of the Society of Insurance Trainers and Educators and the Philadelphia chapter of the American Society for Training and Development. She holds a Master of Education degree in instructional systems from the Pennsylvania State University and a Bachelor of Science degree in communications media from Indiana University of Pennsylvania.  

Rich Morales, CPCU, CIDM, PMP

Product Director, Data Management Solutions 

Verisk
 

With nearly two decades of experience, Rich has helped clients across the P&C industry enhance compliance strategies, manage data effectively, and integrate technology with business processes. His expertise spans developing industry data standards, leading quality assurance initiatives, and overseeing compliance while curating advanced analytics. Having navigated multiple technology and business cycles, Rich offers a unique perspective at the core of the industry, making him a trusted advisor to P&C leaders.

Patrick Stokes, CPCU, AIC, AIDA 

Customer Success Manager 

CLARA Analytics
 

Patrick is an accomplished claims executive, having successfully led analytics and digital transformation projects both domestically and internationally.  He has designed and implemented scorecards, dashboards, predictive models and built custom end-to-end solutions, all while delivering concrete results and maximizing customer experience.  Patrick serves as a thought leader and public speaker for the analytics and insurance communities.  He recently joined CLARA Analytics, a frontrunner in artificial intelligence (AI) technology for insurance claims optimization, serving various clients and delivering the latest advanced analytics and AI-based solutions.

Patrick has over 20 years of experience across analytics, claims, and operations.  He holds a B.S. in marketing and an English minor from the University of Scranton. He also holds the Chartered Property Casualty Underwriter, Associate in Claims and Associate in Insurance Data Analytics designations from The Institutes.  He was president of the Central Jersey CPCU Society Chapter in 2020 and currently serves on the CPCU Society’s Technology and Innovation Committee.