Agency Management Forum Kick Off & Roundtables

2/22/2023 3:00 PM - 5:30 PM

Presenter: Marit Peters

Agency Management Forum & Roundtables

All attendees are invited to attend this session.

This session will dive into how to create a culture of high performers and how to drive profitability.The group will then break into rotating roundtables. 

Round table topics inlucde: Recruiting, Agency Culture, Operational Efficiencies, Technology, Sales & Marketing, Market Access, Goal Setting & Team Accountability

Session 1: HR- How to Recruit & Hire the Next Generation

2/23/2023 8:30 AM - 9:15 AM

Session 1: Operations- How to Create a Profitable Agency and Understand Your Financing Reports

2/23/2023 8:30 AM - 9:15 AM

Session 2: HR- How to Manage Employee, Employer and Customer Expectations

2/23/2023 9:30 AM - 10:15 AM

Session 2: Operations- How to Measure & Manage Agency Productivity

2/23/2023 9:30 AM - 10:15 AM

Session 3: HR- How to Build a Compensation Plan

2/23/2023 10:30 AM - 11:15 AM

Session 3: Operations- How to Design Efficient Workflows

2/23/2023 10:30 AM - 11:15 AM

Session 4: HR- How to Make Your Workplace Culture a Competitive Advantage

2/23/2023 1:00 PM - 1:45 PM

Session 4: Operations- How to Create a Profitable Agency and Understand Your Financing Reports

2/23/2023 1:00 PM - 1:45 PM

Presenter: Carey Wallace

General Session: Ready, Set, Go! How to Take Action on What You've Learned

2/23/2023 2:00 PM - 4:00 PM