Agenda

Hotel Booking Link

Wednesday, February 12

10:00 am- 5:00 pm                        Shaping the Next Generation of Insurance

                                                      Producer Track: Blueprint Consulting

1:00 pm- 3:00 pm                          From Insight to Action: Implementing Agency Management System Best Practices

      Breakout sessions with Vertafore and Applied knowledge experts.

3:00 pm- 5:00 pm                          Board Meeting (members only)

5:00 pm                                         Happy Hour

6:00 pm                                         Dinner on your own 

Thursday, February 13

8:00 am- 9:00 am                          Breakfast Buffet

9:00 am- Noon                              Innovating the Industry

Carrier Panel featuring EMC, Acuity, Nationwide and CRC.

Scott Jean: CEO; EMC

Casey Kempton: President, Personal Lines; Nationwide

Wally Waldhart: VP – Sales & Communications; Acuity

Mike Brennan: CEO – Commercial Solutions; CRC

Noon-1:00 pm                               Lunch Buffet

1:30 pm- 5:00pm                           Empower your Future: Unlocking Opportunities

Carey Wallace will moderate a panel including Broadstreet, Leavitt Group, Lenders, and Attorneys that assist in structuring purchases.

Mike Wagar & Michael Strakhov  - Westfield Bank

Kevin Callister & Jake Jensen - Leavitt Group

David E Foate, JD - PFS Legal

James Parker - Broad Street

Carey Wallace - AgencyFocus

5:00 pm                                         Happy Hour

6:00 pm                                         Dinner On Your Own