CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
Cathy Trischan entered the insurance business upon graduation from Rutgers University. After her first job as a claims adjuster for a carrier, she moved to the agency side of the business. She held various agency positions including Commercial Lines Manager, Producer and, most recently, Director of Commercial Underwriting. In 2023, she began to work full-time in her training and consulting business.
In addition to her work with PIA, Cathy is a regular presenter for various agents’ associations and other organizations. She is a National Faculty member of The National Alliance, speaking in the CIC, CISR, Ruble and ProFocus programs. Cathy has also written numerous articles on various insurance topics.
A firm believer that one should never stop learning, Cathy holds several professional designations including CPCU, CIC and CRM.
CIC
Mark is currently employed as a Commercial Underwriter & Marketing Representative with the Oswego County Mutual Insurance Company of Parish, NY. Mark received his Certified Insurance Counselor designation in 1995 and obtained his Certificate of General Insurance in 1991. Mark continues to maintain a valid New York State insurance broker's license and has been an active instructor for CIC and CISR institutes since 2001. He is the Educational Consultant for CIC institutes conducted in New York and current resides in Hastings, NY.
CIC, CRM, AAI, CPCU, CRIS
Daniel Fink has 35 years of experience as an Independent Insurance Agent in the Midwest and Southwest. In addition, he teaches many insurance education classes (including CIC and Rubles) and also works as an insurance expert witness in state and federal courts. Daniel has helped defend many insurance agents and has assisted plaintiffs as an expert witness.
After graduating with a Bachelor of Arts (cum laude) in Journalism and English from Oakland University, Rochester, MI, Daniel worked as a free-lance newspaper reporter. But then he married into an insurance family in 1982. And most of his creative writing turned into the writing of insurance coverages. He learned insurance from the ground up and helped grow the family agency, eventually managing the commercial lines department and starting a hospitality insurance division specializing in hotels, restaurants, and taverns.
He began studying insurance and earned his CIC designation in 1992 and his CRM designation in 2006. Now he is honored to be teaching insurance to other learners and helping others advance the way other instructors have helped him. In 1999, Daniel returned to his home state of Arizona with his family. He ran his own agency for a time and then merged with a larger Arizona agency. For six years, Daniel worked on the company side, helping a small carrier grow in the Southwest. Now he is a producer with General Southwest Insurance, Phoenix, AZ. Since 2004, Daniel has been teaching classes for the Risk & Insurance Education Alliance and state associations, including the CIC, Ruble, and CISR programs. He is also a speaker at convention and trade associations on insurance topics and risk management. In 2011, Daniel served as President of the Independent Insurance Agents and Brokers of Arizona. Before that, he served on its board of directors and as chairman of its education committee. Daniel also serves as an expert witness on insurance matters and standard of care assisting attorneys on insurance litigation matters. He has served on the committee to review the insurance agents licensing exam for the State of Arizona.
List of upcoming classes for instructor(s)...
Feb. 5, 2025 | 02/05/2025-02/06/2025
2024-2025 CIC ICO | Insurance Company Operations Institute Webinar
Instructor(s): Mark A Palinkas, CIC
Rate:
$430.00
Credits:
16 LH, 16 PC
(Either/Or)
Notes:**NY licensees: Per NY DFS, it is the responsibility of the producer to maintain course completion documents. If producers repeat a course with the same approval number, New York state will not grant you CE credit. You can check your transcript by logging into DFS to check.
Class type: Webinar
Curriculum: CIC
Location: Webinar
Mar. 5, 2025 | 03/05/2025-03/06/2025
2024-2025 CIC AM | Agency Management Institute Webinar
Instructor(s): Mark A Palinkas, CIC
Rate:
$430.00
Credits:
13 LH, 3 LRE, 3 LRE, 13 PC
**CT licensees can get 13 PC/3 LRE or 13 LH/3 LRE. Approved in all 50 states. Contact National Alliance (800-633-2165) to get details in other states.
Notes:**NY licensees: Per NY DFS, it is the responsibility of the producer to maintain course completion documents. If producers repeat a course with the same approval number, New York state will not grant you CE credit. .
Class type: Webinar
Curriculum: CIC
Location: Webinar
May. 21, 2025 | 05/21/2025-05/22/2025
2025 Ruble Graduate Seminar Online Webinar ONLY
Instructor(s): Steven D Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS; Mark A Palinkas, CIC
Rate:
$450.00
Credits:
For detailed CE information, please contact AIMS at (804) 674-6466 or The Alliance at (800) 633-2165..
Notes:Sponsored by Lawley Insurance | Open to the Public Per NY DFS, it is the responsibility of the producer to maintain course completion documents. If producers repeat a course with the same approval number, New York state will not grant you CE credit.
Class type: Webinar
Curriculum: CIC
Location: Webinar
Aug. 6, 2025 | 08/06/2025-08/07/2025
2025 Ruble Graduate Seminar Online Webinar ONLY
Instructor(s): Mark A Palinkas, CIC
Rate:
$460.00
Credits:
For detailed CE information, please contact AIMS at (804) 674-6466 or The Alliance at (800) 633-2165..
Notes:This is the webinar only portion of the concurrent hybrid Ruble. Each topic will give you 4 CE credits. NY licensees, you cannot repeat a topic with the same approval number.
Class type: Webinar
Curriculum: CIC
Location:
Oct. 15, 2025 | 10/15/2025-10/16/2025
2024-2025 CIC AM | Agency Management Institute Webinar
Instructor(s): Mark A Palinkas, CIC
Rate:
$430.00
Credits:
13 LH, 3 LRE, 3 LRE, 13 PC
**CT licensees can get 13 PC/3 LRE or 13 LH/3 LRE. Approved in all 50 states. Contact National Alliance (800-633-2165) to get details in other states.
Notes:**NY licensees: Per NY DFS, it is the responsibility of the producer to maintain course completion documents. If producers repeat a course with the same approval number, New York state will not grant you CE credit.
Class type: Webinar
Curriculum: CIC
Location: Webinar
Nov. 19, 2025 | 11/19/2025-11/20/2025
2024-2025 CIC CP | Commercial Property Institute Webinar
Instructor(s): Douglas J Fleming, LUTCF; Catherine L Trischan, CPCU, CIC, CRM, AU, AAI, CRIS, ARM, MLIS, TRIP
Rate:
$430.00
Credits:
16 PC
(webinar) *Approved in all 50 states. Contact the National Alliance at 800-633-2165 to get approval details in other states.
Notes:**NY licensees: Per NY DFS, it is the responsibility of the producer to maintain course completion documents. If producers repeat a course with the same approval number, New York state will not grant you CE credit.
Class type: Webinar
Curriculum: CIC
Location: Webinar
Dec. 10, 2025 | 12/10/2025-12/11/2025
2024-2025 CIC CML | Commercial Multi Line Institute Webinar
Instructor(s): Mark A Palinkas, CIC
Rate:
$430.00
Credits:
16 PC
Notes:NY licensees cannot repeat a class with the same approval number. Please check DFS for details.
Class type: Webinar
Curriculum: CIC
Location: Webinar