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information and advice they
need to make informed,
intelligent decisions"
SPEAKING DATES
| Date | Speaker | Location | Topics |
|---|---|---|---|
| 04/09/2020 | Lathrop | Portland, OR | Client Retention & Acquisition (CIC AM) Technology Utilization (CIC AM) Ethical Responsibility (CIC AM) |
| 04/09/19 | Lathrop | West Bend, WI | Agency Organizations (CIC) Understanding and Managing Financial Strength (CIC) Agency Planning (CIC) |
| 09/25/19 | Lathrop | Asheville, NC | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 09/12/19 | Lathrop | Birmingham, AL | Client Acquisition & Retention (CIC AM) Technology Utilization (CIC AM) Ethical Responsibility (CIC AM) |
| 04/03/19 | Lathrop | Denver, CO | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 04/11/2019 | Lathrop | Maple Grove (near Minneapolis), MN | Human Resources (CIC) Agency Productivity & Effectiveness (CIC) |
| 05/08/19 | Persky | Madison, WI | Legal Responsibilities of the Agency Owner as an Employer Agency Perpetuation (6 hour) |
| 08/06/19 | Persky | Wrightsville Beach, NC | Legal Responsibilities of the Agency Owner as an Employer |
| 11/06/2019 | Lathrop | Seattle, WA | Agency Organizations (CIC) Understanding and Managing Financial Strength (CIC) Agency Planning (CIC) |
| 05/08/19 | Lathrop | Palm Beach Gardens, FL | Product Development Agency/PH Services |
| 05/15/19 | Lathrop | Syracuse, NY | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 06/19/2019 | Lathrop | Greenville, SC | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 07/9/2019 | Lathrop | Milwaukee, WI | CPIA 1 - Position for Success |
| 07/10/19 | Lathrop | Milwaukee, WI | CPIA 2 - Implement for Success |
| 07/11/19 | Lathrop | Milwaukee, WI | CPIA 3 - Sustain Success |
| 01/15/20 | Lathrop | St. Pete, FL | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 02/20/20 | Lathrop | Omaha, NE | Agency/PH Services (CIC ICO) Product Development (CIC ICO) Underwriting (CIC ICO) |
| 3/18/20 | Lathrop | Des Moines, IA | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 11/04/20 | Lathrop | Orlando, FL | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 06/06/19 | Lathrop | Denver, CO | Agency/PH Services Product Development Underwriting |
| 05/14/2020 | Lathrop | Cedar Rapids, IA | Agency/PH Services (CIC ICO) Product Development (CIC ICO) Underwriting (CIC ICO) |
| 06/11/19 | Persky | St Louis, MO | Agency Perpetuation (6 hour) |
| 06/27/19 | Persky | Minneapolis, MN | Agency Perpetuation (6 hour) |
| 08/08/19 | Persky | Westport, CT | Perpetuation, Mergers & Acquisitions and Agency Valuation Legal Responsibilities of the Agency Owner as an Employer |
| 10/29/19 | Persky | Glenmont, NY | Agency Perpetuation (6 hour) |
| 10/30/19 | Persky | Montvale, NJ | Agency Perpetuation (6 hour) |
| 04/30/19 | Persky | Wilmington, NC | Agency Perpetuation (6 hour) |
| 04/18/19 | Lathrop | FISCE Webinar, FL | E&O - 3 hour |
| 05/14/2019 | Lathrop | Albany, NY | Back to Basics Sales-Service Boot Camp |
| 06/12/2019 | Lathrop | FISCE Webinar, FL | E&O - 3 hour |
| 08/20/2020 | Lathrop | Ft. Lauderdale, FL | Product Development (CIC ICO) Agency/PH Services (CIC ICO) |
| 10/07/2020 | Lathrop | Omaha, NE | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 4/24/19 | Lathrop | FISCE Webinar, FL | Adjuster 5-hour Law & Ethics |
| 5/7/19 | Lathrop | FISCE Webinar, FL | Adjuster 5-hour Law & Ethics |
| 6/13/19 | Lathrop | FISCE Webinar, FL | Adjuster 5-hour Law & Ethics |
| 7/17/19 | Lathrop | FISCE Webinar, FL | Adjuster 5-hour Law & Ethics |
| 8/13/19 | Lathrop | FISCE Webinar, FL | E&O 3-hour |
| 8/14/19 | Lathrop | FISCE Webinar, FL | Adjuster 5-hour Law & Ethics |
| 9/19/19 | Lathrop | FISCE Webinar, FL | Adjuster 5-hour Law & Ethics |
| 10/16/19 | Lathrop | FISCE Webinar, FL | E&O 3-hour |
| 10/17/19 | Lathrop | FISCE Webinar, FL | Adjuster 5-hour Law & Ethics |
| 11/14/19 | Lathrop | FISCE Webinar, FL | Adjuster 5-hour Law & Ethics |
| 12/11/19 | Lathrop | FISCE Webinar, FL | Adjuster 5-hour Law & Ethics |
| 12/12/19 | Lathrop | FISCE Webinar, FL | E&O 3-hour |
| 04/23/20 | Lathrop | Milwaukee, WI | Agency/PH Services (CIC ICO) Product Development (CIC ICO) Underwriting (CIC ICO) |
| 02/19/2020 | Lathrop | Omaha, NE | CPIA - TBD |
| 05/13/2020 | Lathrop | Cedar Rapids, IA | CPIA - TBD |
| 6/11/2020 | Lathrop | St. Louis, MO | Underwriting (CIC ICO) Product Development (CIC ICO) Agency/PH Services (CIC ICO) |
| 10/1/2020 | Lathrop | Columbia, SC | Product Development (CIC ICO) Agency/PH Services (CIC ICO) Underwriting (CIC ICO) |