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Agency Management Forum Toolkit

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Speaker Bios

SUNDAY

How to Create a Culture of High Performers

Marit Peters - President & Executive Director, IIAT

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MONDAY

8:30 - 9:20 A.M Sessions

HR: How to Recruit and Hire the Next Generation

Jason Sabo, TRA - Business Consultant, IIANC

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Operations: How to Protect Your Agency from Cyber Threats

Angela Ford - Continuous Improvement Director, IIAT

Cari Senefsky - Director of Professional Liability, IIAT

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Download Fillable Word Find Game

Marketing: How to Tell Your Agency’s Story

Rebecca Shigley, CIC, TRA, FLMI, AIE, AIRC, ACS, CICSR - Chief Operating Officer, IIANC

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Markets: How to Market Yourself to Carriers

Lisa Webb - Director of Advantage Markets, IIAT Advantage

Neil Kapelka - Advantage Markets Coach, IIAT Advantage

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9:30 - 10:20 a.m. Sessions

HR: How to Manage Employee, Employer, and Customer Expectations

Marit Peters - President & Executive Director, IIAT

Presentation coming soon!

Operations: How to Create a Profitable Agency and Understand Your Financial Reports

Carey Wallace, CEPA - Agency Focus

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Marketing: How to Brand Your Agency with Trusted Choice®

Kevin Brandt - Executive Director, Trusted Choice®

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Markets: How to Maximize Carrier Commitments and What to Consider When Choosing a Network

Lisa Webb - Director of Advantage Markets, IIAT Advantage
Neil Kapelka - Advantage Markets Coach, IIAT Advantage

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10:30 - 11:20 a.m.

HR: How to Measure and Manage Employee Productivity

Kim Hutson - Agency Advantage Coach, IIAT

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Operations: How to Design Efficient Workflows

Marit Peters - President & Executive Director, IIAT
Jennifer Bejarano - Agency Business Consultant, IIAT

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Marketing: How to Minimize Risk on Your Website

Angela Ford - Continuous Improvement Director, IIAT
Cari Senefsky - Director of Professional Liability, IIAT

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Markets: How to Optimize Your PL and CL Brokers

Emily Carstens - Vice President - Property & Inland Marine, AMWINS

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11:45 a.m. - 12:45 a.m.

Lunch & Keynote: How to Create an Inclusive Culture

Noel Codispoti, CPCU, ARM - Dir. CISR High School Program, The National Alliance

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1 - 1:50 p.m.

HR: How to Build a Compensation Plan

Marit Peters - President & Executive Director, IIAT

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Operations: How to Make Technology Work for You

Angela Ford - Continuous Improvement Director, IIAT

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Marketing: How to Design an Impactful Social Media Presence

Griselda Castillo - Marketing Director, The National Alliance

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Markets: How to Leverage IIAT Advantage Programs

Lisa Webb - Director of Advantage Markets, IIAT Advantage

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2 - 3:30 p.m.

Ready, Set, go! How to Take Action on What you've Learned

Marit Peters - President & Executive Director, IIAT

Presentation coming soon!


🏆 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.

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