Commercial Multiline Institute - Classroom

Educational Consultant:
Jean Sundlof
CIC, CPCU, CCI, ACI, CPIA

Jean Sundlof began her career working in the family independent agency in Oklahoma in a sales and marketing capacity. She continued her career serving as Executive Director of Associated Risk Managers of Oklahoma. In 1990, Jean moved to Minnesota and joined Great American Insurance Company as an Agency Operations Representative.

She returned to the independent agency side soon after, joining Youngdahl Companies in Marketing and Client Executive roles. She joined Kraus Anderson Insurance in 1999, holding positions of Client Executive, Sales Executive, Director of Captives, Coverage and Risk Consulting, and Consultant during her tenure with the agency. In 2026, Jean retired from Kraus-Anderson to focus on teaching and consulting. She instructs many courses for Big I Minnesota, serves as a National Faculty member and Educational Consultant for the Risk and Insurance Education Alliance, and is also an active faculty member for Swiss Re, instructing agent’s E&O courses.

Jean received her BBA and MBA from the University of Oklahoma. She holds the Certified Insurance Counselor (CIC), Chartered Property and Casualty Underwriter (CPCU), Certificate in Captive Insurance (CCI) and Certified Professional Insurance Agent (CPIA) designations. She is also an   Associate in Captive Insurance (ACI) and was the first Minnesotan to receive this designation.

Jean has been honored by Big I Minnesota as Young Agent of the Year and by the Oklahoma Association of Professional Insurance Agents as Insurance Woman of the Year. She serves on the board of directors for Neill Lake Townhomes. She is also the President of the largest trade association in Minnesota for insurance agents, Big I MN. She delights in her three grandsons, two dogs, and almost one hundred houseplants.

Speaker Day 1:

Catherine L. Trischan,

CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS

BIO:

Cathy Trischan has been with the E&K Agency in Eatontown, NJ since 1996, currently serving as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has
worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several large, New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting
services to other agents, brokers and insurance companies. She is a National Faculty member of The National Alliance, speaking in both the Certified Insurance Counselor (CIC) and Certified Insurance Service Representatives
(CISR) programs. She has taught both pre-licensing and continuing education courses for PIA, Brookdale Community College and other institutions.
She has written courses and articles on various insurance topics and has served as an expert witness. Cathy holds several professional designations including CPCU, CIC and CRM. She received an Award for Academic Excellence from the Insurance Institute of America and is a participant in the CPCU Society’s Continuing Professional Development program

Speaker Day 2

Tim McClendon
CIC, CWCA

BIO:

Tim McClendon began his insurance career in 1972.  His training included several years with a major carrier in all facets of the property and casualty business. Tim is Managing Partner of Hertel McClendon, L.L.P. in Fort Worth, Texas.  The agency maintains an additional location in Austin, Texas.  The agency is affiliated with Insurors Group, L.L.C., comprised of twelve professional agencies in Fort Worth, Austin and all over Texas.

Tim earned the Certified Insurance Counselor professional designation in 1977, the Certified Workers Compensation Advisor designation in 2004, and is a licensed risk manager.  His clients include manufacturers, printers, law firms, technology, retail and contracting risks. A graduate of Texas Christian University, Tim holds a BBA degree in Management.  He is a member of the TCU Lettermen's Association and the TCU Alumni Association.

As a member of the Risk & Insurance Education Alliance National Faculty, Tim teaches insurance courses throughout Texas and around the country including Certified Insurance Service Representatives, Certified Insurance Counselors and Ruble Seminars.  Tim was chosen as one of seven charter members of The Alliance's Distinguished Faculty in 2014.

He is a past chairman of the Board of Governors for the Society of CISR.  Tim recently served as Chairman of the Technical Affairs Committee for the Independent Insurance Agents & Brokers of America and is a past chairman of Mid-America Insurance Conference. He is a past "Teacher of the Year" for Professional Insurance Agents of Texas and has been a member of the adjunct faculty teaching insurance and risk management courses for the M. J. Neeley School of Business at TCU. He has taught classes for the University of Dallas MBA program, the Independent Insurance Agents of Texas, CPCU Society, CFP program and in-house classes for many insurance carriers and agencies.  Tim also serves as an expert witness in insurance-related litigation.