Presented by Catalyit & CAA - Combined Agents of America
February 22-23, 2023 | Omni Las Colinas | Irving, TX
GENERAL SESSIONS
Culture, Growth & Profitability Marit Peters, PRESIDENT & EXECUTIVE DIRECTOR, IIAT | Carey Wallace, FOUNDER, AGENCY FOCUS
Ready, Set, Go Marit Peters, PRESIDENT & EXECUTIVE DIRECTOR, IIAT
HR
How to Recruit & Hire the Next Generation Jason Sabo, AGENCY CONSULTANT, IIANC
How to Build a Compensation Plan Carey Wallace, FOUNDER, AGENCY FOCUS
How to Make Your Workplace Culture a Competitive Advantage | Workbook Marit Peters, PRESIDENT & EXECUTIVE DIRECTOR, IIAT
OPERATIONS
How to Create a Profitable Agency and Understand Your Financial Reports Carey Wallace, FOUNDER, AGENCY FOCUS
How to Measure & Manage Agency Productivity Kim Hutson, AGENCY ADVANTAGE COACH, IIAT | Angela Ford, CONTINUOUS IMPROVEMENT DIRECTOR/BUSINESS PROCESS & AUTOMATION SPECIALIST, IIAT
How to Design Efficient Workflows Jennifer Bejarano, AGENCY BUSINESS CONSULTANT, IIAT
How to Onboard & Train New Employees Jason Sabo, AGENCY CONSULTANT, IIANC
INNOVATION
How Eager Adoption of New Technology Improves Agency Value Steve Anderson, CO-FOUNDER & CEO, CATALYIT
How Virtual Assistants and Outsourcing Can Work for Your Agency Jason Sabo, AGENCY CONSULTANT, IIANC and Angela Ford, CONTINUOUS IMPROVEMENT DIRECTOR/BUSINESS PROCESS & AUTOMATION SPECIALIST, IIAT
How to Modernize Your Agency with the Latest Technology Angela Ford, CONTINUOUS IMPROVEMENT DIRECTOR/BUSINESS PROCESS & AUTOMATION SPECIALIST, IIAT
How to Provide Value-Added Services to Your Clients Jennifer Bejarano, AGENCY BUSINESS CONSULTANT, IIAT
SALES
How to Transform Your Sales Performance Dustin Wambsgans, AGENCY CONSULTANT, IIABL
How to Use Your AMS for Marketing Dustin Wambsgans, AGENCY CONSULTANT, IIABL
🏆 Earn CE
Remember, you can earn 4 hours of CE for attending insurance events like the Agency Management Forum. To earn credit, file form FIN523 (Request for Banking of Association Credit Accepted by TDI) and send it to the address on the form.