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SUMMARY:PMAR Managing Broker Forum - E&O Insurance & Risk Management
DESCRIPTION:PMAR Managing Principal Broker Forum\nProtect Your Brokerage: E&O Insurance and Practical Risk ManagementFriday\, November 20\, 2026\n9:00 10:30 a.m. Pacific | Virtual via ZoomIncluded with your PMAR membership\, Non-Members $39A client complaint or transaction dispute can put your brokerage at risk. Understanding when to report a potential claim\, what your E&O policy covers\, and how to strengthen everyday office practices can help protect your business.Join Chad Wenzelspratt of Pearl Insurance for a practical look at Errors & Omissions (E&O) insurance and claim prevention through the lens of brokerage leadership. We'll explore common sources of liability and steps you and your brokers can take to protect clients\, strengthen transaction records\, and reduce exposure.Topics include:Understanding E&O coverage\, key exclusions\, and potential coverage gaps.Recognizing potential claims and responding promptly.Reducing risks related to misrepresentation and failure to disclose.Strengthening documentation\, disclosure practices\, and office procedures.Using qualified experts and keeping advice within your professional expertise.Who should attend?\nManaging principal brokers\, authorized managing principal brokers\, brokerage owners\, team leaders\, and anyone holding an Oregon principal broker license.About the instructor:\nChad Wenzelspratt\, CIC\, CRM\, is a Senior Producer and Real Estate Risk Management Subject Matter Expert with Pearl Insurance. With more than 16 years of experience serving real estate professionals\, he helps brokerages understand E&O coverage\, identify exposures\, and implement practical strategies to prevent claims. A U.S. Marine Corps veteran\, Certified Insurance Counselor\, and Certified Risk Manager\, Chad brings a practical\, education-focused approach to protecting real estate businesses.\n\nPMAR CE Attendance Requirement: To receive CE credit\, attendees must remain on camera\, visibly present\, and actively engaged throughout the class. Attendees must participate from a stationary location and may not be driving\, walking\, exercising\, or participating in other activities during instructional time.
X-ALT-DESC;FMTTYPE=text/html:<!DOCTYPE html><html><head><title></title></head><body aria-disabled="false"><p><strong fr-original-style="" style="font-weight: 700\;">PMAR Managing Principal Broker Forum<br />Protect Your Brokerage: E&amp\;O Insurance and Practical Risk Management</strong></p><p>Friday\, November 20\, 2026<br />9:00&ndash\;10:30 a.m. Pacific | Virtual via Zoom</p><p>Included with your PMAR membership\, Non-Members $39</p><p>A client complaint or transaction dispute can put your brokerage at risk. Understanding when to report a potential claim\, what your E&amp\;O policy covers\, and how to strengthen everyday office practices can help protect your business.</p><p>Join Chad Wenzelspratt of Pearl Insurance for a practical look at Errors &amp\; Omissions (E&amp\;O) insurance and claim prevention through the lens of brokerage leadership. We&rsquo\;ll explore common sources of liability and steps you and your brokers can take to protect clients\, strengthen transaction records\, and reduce exposure.</p><p>Topics include:</p><p style="margin-left:.5in\;text-indent:-.25in\;mso-list:l0 level1 lfo1\;  tab-stops:list .5in\;">Understanding E&amp\;O coverage\, key exclusions\, and potential coverage gaps.</p><p style="margin-left:.5in\;text-indent:-.25in\;mso-list:l0 level1 lfo1\;  tab-stops:list .5in\;">Recognizing potential claims and responding promptly.</p><p style="margin-left:.5in\;text-indent:-.25in\;mso-list:l0 level1 lfo1\;  tab-stops:list .5in\;">Reducing risks related to misrepresentation and failure to disclose.</p><p style="margin-left:.5in\;text-indent:-.25in\;mso-list:l0 level1 lfo1\;  tab-stops:list .5in\;">Strengthening documentation\, disclosure practices\, and office procedures.</p><p style="margin-left:.5in\;text-indent:-.25in\;mso-list:l0 level1 lfo1\;  tab-stops:list .5in\;">Using qualified experts and keeping advice within your professional expertise.</p><p>Who should attend?<br />Managing principal brokers\, authorized managing principal brokers\, brokerage owners\, team leaders\, and anyone holding an Oregon principal broker license.</p><p>About the instructor:<br />Chad Wenzelspratt\, CIC\, CRM\, is a Senior Producer and Real Estate Risk Management Subject Matter Expert with Pearl Insurance. With more than 16 years of experience serving real estate professionals\, he helps brokerages understand E&amp\;O coverage\, identify exposures\, and implement practical strategies to prevent claims. A U.S. Marine Corps veteran\, Certified Insurance Counselor\, and Certified Risk Manager\, Chad brings a practical\, education-focused approach to protecting real estate businesses.<br /><br />PMAR CE Attendance Requirement: To receive CE credit\, attendees must remain on camera\, visibly present\, and actively engaged throughout the class. Attendees must participate from a stationary location and may not be driving\, walking\, exercising\, or participating in other activities during instructional time.</p><p><br /></p></body></html>
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DTSTAMP:20261022T145147Z
URL:https://members.pmar.org/events/Details/pmar-managing-broker-forum-e-o-insurance-risk-management-1951476?sourceTypeId=Hub
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