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information and advice they
need to make informed,
intelligent decisions"
SPEAKING DATES
| Date | Speaker | Location | Topics |
|---|---|---|---|
| 10/29/2020 | Lathrop | Duluth, GA | Client Retention & Acquisition (CIC AM) Technology Utilization (CIC AM) Ethical Responsibility (CIC AM) |
| 10/28/2020 | Lathrop | Duluth, GA | Agency Operations (CISR) |
| 12/3/2020 | Lathrop | Duluth, GA | Agency/PH Services (CIC ICO) Product Development (CIC ICO) Underwriting (CIC ICO) |
| 10/8/2020 | Lathrop | Omaha, NE | CPIA - TBD (tentative date) |
| 08/05/2021 | Lathrop | Phoenix, AZ | Product Development (CIC ICO) Agency/PH Services (CIC ICO) Underwriting (CIC ICO) |
| 10/6/2020 | Lathrop | Omaha, NE | CPIA - TBD (tentative date) |
| 09/16/2020 | Lathrop | Springfield, IL | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 08/4/2020 | Lathrop | King of Prussia, PA | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 04/29/2020 | Lathrop | Ashburn, VA | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 03/17/2020 | Lathrop | Des Moines, IA | CPIA - TBD |
| 02/12/2020 | Lathrop | Portland, OR | Product Development (CIC ICO) Agency/PH Services (CIC ICO) Underwriting (CIC ICO) |
| 04/09/2020 | Lathrop | Portland, OR | Client Retention & Acquisition (CIC AM) Technology Utilization (CIC AM) Ethical Responsibility (CIC AM) |
| 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) |
| 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) |
| 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) |
| 05/14/2020 | Lathrop | Cedar Rapids, IA | Agency/PH Services (CIC ICO) Product Development (CIC ICO) Underwriting (CIC ICO) |
| 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) |
| 01/22/2020 | Lathrop | Rolling Meadows (Chicago), IL | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 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) |
| 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) |