Sunday, Jan. 26, 2020

3:15 - 5:15 p.m.


2 CE
E&O Mock Trial 
Bushwood Country Club VS. Noonan's No Risk Insurance Agency

Presented by SwissRe

Richard Lund
VP, Senior Underwriter - SwissRe Corporate Solutions

Greg Blaies
Founding Partner - Blais & Hightower, LLP Gregory Gober
Partner - Blais & Hightower, LLP
5:30 - 6:30 p.m.
Welcome Reception
7 p.m.
Texas Mutual Casino Party

Monday, Jan. 27, 2020

7 - 8:30 a.m.
8:30 - 10 a.m.

Prosperity Ahead? -- Or Not?
Todd Buchholz, Former White House Director of Economic Policy

Renowned economist, White House advisor, and best-selling author Todd Buchholz connects the dots between Wall Street, Main Street, and financial capitals throughout the world. An internationally known consultant on global markets and winner of Harvard’s annual teaching prize, Buchholz advises the world’s leading companies and "lights up economics with a wickedly sparkling wit." (Associated Press)

In this his keynote, Todd will share his cutting-edge insights on the state of the markets, fiscal politics, finance, business strategy and what it means for your business.

  • Discover how demographics, technology, and globalization are reshaping the economy and our future
  • Pinpoint the signs of stock market rallies, and the warning signs of slumps
  • Identify the political pressures on trade, debt, and interest rates from the U.S. to the E.U. to China
10 - 10:30 a.m
Networking Break
10:30 - 11:45 a.m.

Creative Disruption: A Solution to Stalled Growth
Steve McKee 
President - McKee Wallwork + Co.

At some point in almost every organization’s life cycle, growth stalls. Determined to find out why, Steve McKee embarked on a five-year research journey examining more than 700 corporations, many which had at one time been among the country’s fastest growing companies. The research yielded hard-won lessons and perspectives from executives who have lived on the front lines of real-life growth crises.

In his keynote, Steve will tell you the seven characteristics that commonly correlate with stalled growth. Learn what steps leaders need to take to return to the growth curve.

12 - 1 p.m.

1 - 2:30 p.m.
Breakout Sessions

Challenges of Leading in a VUCA World - Volatile Uncertain Chaotic and Ambiguous
J. Lee Whittington, Ph.D.
Professor of Management - Satish & Yasmin Gupta College of Business at the University of Dallas

We are now living in a world that is increasingly complex and dynamic. Leaders are tasked with the task of adapting their organizations to a new reality that is volatile, uncertain, chaotic, and ambiguous, or VUCA. This requires a new approach to leading. In this session we examine the new reality and develop appropriate strategies for leading through the adaptive challenges created by the VUCA world order.

  1. VUCA is the New Normal
  2. Adaptively Innovate … or Be “Selected Out”
  3. Note to leaders: Be the Change You Want to See
  4. Managing Technical Problems or Leading through Adaptive Challenges
  5. Understanding and Utilizing the Full-Range of Leadership Behaviors
  6. Cultivating a Culture of Deep Change
Marketing to High-Net-Value Clients
John Fear
Owner - Premium Business Consulting

The allure of “saving 10% in 10 minutes” has little impact on clients with assets in the millions of dollars. Being able to first reach this market segment and then interact with them and eventually provide a level of service that will retain their business. This course will identify those elements that will support both the development of this critical business segment and nurture the dynamic relationship of asset protection. By working with clients to develop a personal insurance protection plan, your business will enhance professional relationships with both current and prospective clients to attract and retain high net worth clients.

M&A Insights
Scott Freiday
VP Team Leader - Insurbanc

Bob Pettinicchi
EVP & Chief Lending Officer - Insurbanc

What are the trends and drivers that will impact the insurance mergers and acquisitions market in 2020? How will current economic volatility, interest rates and investment income impact M&A activity? Find out if insurance M&A is well-positioned for growth in the year ahead.

Your 2020 Benefits Compliance Strategy
Sarah Borders, CEBS
Compliance Consultant - Benefits Compliance Solutions

How you handle your most established, most profitable clients says a lot about the health of your business. In this session, discover how a benefits compliance strategy can help you keep your best clients, win new large groups, and reduce your client’s exposure by 50-90%, which in turn reduces your exposure as their trusted advisor as well.

How Digital Agencies Outperform Their Peers
Brady Polansky, CPCU
EZLynx, VP, Agency Solutions
 2:30 - 3 p.m.
Networking Break

3 - 4:30 p.m.
Breakout Sessions

Positioning Value in a Price Driven Marketplace
John Fear
Owner - Premium Business Consulting

Regardless of the business you’re running, there are specific principles that are foundational to its success.  Given the hyper-socialized marketplace vying for the attention of your current or potential clients, at a minimum your business needs to focus on the principles of agency branding, business operations and client experience. By examining each of these components for their individual contributions as well as understanding their inter-contentedness, agencies will be able to develop standardize processes and procedures that will be foundational to the success of their business.

The Three Indispensable Virtues of an Ideal Team Player
Marit Peters
Executive Director & President, IIAT

Discover a practical framework and actionable tools for identifying, hiring, and developing ideal team players. Whether you’re a leader trying to create a culture around teamwork, a staffing professional looking to hire real team players, or a team player wanting to improve yourself, you won’t want to miss this session.

Agency of the Future: R.I.S.E to the Challenge
Carey Wallace
CEO - IntellAgents
COO - Ohio Insurance Agents Association

In the race to win clients and market share, data-driven agencies are increasing the distance between them and their competitors. Learn how your agency's data can be used to grow your business and achieve efficiencies. Find out how IIAT's R.I.S.E Report can provide valuable data to help you benchmark your agency and discover new opportunities for growth.

Technology Transformation: How Successful Agencies are Embracing Insurtech
Doug Mohr
VP, Industry Relations and Partnerships – Vertafore

Doug Mohr is the vice president of industry relations and partnerships at Vertafore. He joined Vertafore to start and lead a group of subject matter experts that provide presentations on the entire Vertafore suite of solutions to customers and prospects in support of the sales team.

Mohr brings more than 20 years of software experience, having worked at companies that provide solutions to a variety of industries, including insurance, healthcare, apparel, professional services, high tech and manufacturing.

1.5 CE
Industry Update
Jim Gavin
Information Services Specialist, IIAT

Get the latest information on Texas and national issues affecting independent agents.

4:30 - 5:30 p.m.
5:30 p.m.
ELITExas Night Out

Tuesday Jan. 28, 2020

7 - 8:30 a.m.
8 - 8:30 a.m.
Networking Break
8:30 - 9:30 a.m.
Breakout Sessions

Building a Story Brand
Marit Peters
Executive Director & President - IIAT

Donald Miller’s StoryBrand process is a proven solution to the struggle business leaders’ face when talking
about their businesses. This revolutionary method for connecting with customers will provide you with the ultimate competitive advantage, revealing the secret for helping your customers understand the compelling benefits of using your products, ideas, or services.
In this session you’ll get an overview of  the seven universal story points all humans respond to; the real reason customers make purchases; how to simplify a brand message so people understand it; and how to create effective messaging. Building a StoryBrand will forever transform the way you talk about who you are, what you do, and the unique value you bring to your customers.
Ransomware and Beyond
Brad Schrum, ARM 
COO - Wingman Insurance

Cyber is the hottest topic in insurance and ransomware is even hotter. Join Wingman Insurance COO Brad Schrum for a discussion on ransomware and cyber insurance. Learn what ransomware is, how it can affect businesses, and what insurance will and won't cover.  Get real world examples of businesses hit with ransomware attacks to help you explain this rapidly growing risk to your clients.  Also, you’ll learn about some new coverages that are available or will be in the future.

Upgrading Your HR Policies to Address Tomorrow's Compliance Challenges
Ann Price
Partner - Boulette Golden & Marin, L.L.P
1 CE
The Sharing Economy: Preparing Your Clients for the Future
Jim Gavin
Information Services Specialist - IIAT

AirBnB, Uber, Lyft and similar services have changed how your customers are using their autos and their homes. See the insurance implications and how to properly advise your customer of potential gaps in their insurance polices. 

9:45 - 11:15 a.m.

The New Business Superpowers: How Emerging Technologies Will Transform the Industry
Chris Riddell
Global Futurist

In the final session, award-winning global futurist and expert on emerging trends Chris Riddell will tell you why he believes we are set for a revolution like no other over the next five years thanks to new and emergin technologies like AI, blockchain and machine learning.

Topics Chris will cover include:

  • How AI is transforming the meaning of ‘personalization’ on mass
  • Blockchain technology is now transforming how and who we trust
  • Automation & Robotics is breaking down barriers of borders and time
  • What role humans have after tomorrow, and how to get ready today
  • Machine Learning is allowing business to ‘self-learn’ and grow
  • Businesses will be ‘superpowers’ with combined AI and Automation
  • Artificial Intelligence will alter power balance between large and small business

Thanks to Our Lead Underwriters!

Lead U for Web 8-6-19-01-01