"Providing insurance
professionals with the
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) |
| 10/14/2020 | Lathrop | Branchville, NJ | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 10/06/20 | Lathrop | Omaha, NE | CPIA 1 - Position for Success |
| 09/16/2020 | Lathrop | Springfield, IL | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 8/11/20 | Lathrop | West Bend/Milwaukee, WI | CPIA 1 - Position for Success |
| 10/22/20 | Persky | Hamilton, NJ | Agency Perpetuation (6 hour) |
| 11/04/20 | Lathrop | Orlando, FL | 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) |
| 12/15/2020 | Lathrop | Milwaukee, WI | Agency/PH Services (CIC ICO) Product Development (CIC ICO) Underwriting (CIC ICO) |
| 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) |
| 8/12/20 | Lathrop | West Bend/Milwaukee, WI | CPIA 2 - Implement for Success |
| 02/04/2021 | Lathrop | Denver, CO | Product Development (CIC ICO) Agency/PH Services (CIC ICO) Underwriting (CIC ICO) |
| 02/24/2021 | Lathrop | Nashua, NH | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 04/07/2021 | Lathrop | Minneapolis, MN | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 05/19/2021 | Lathrop | Indianapolis, IN | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 07/20/2021 | Lathrop | Pittsburgh, PA | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 08/05/2021 | Lathrop | Phoenix, AZ | Product Development (CIC ICO) Agency/PH Services (CIC ICO) Underwriting (CIC ICO) |
| 06/09/2021 | Lathrop | Rothschild/Wausau, WI | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 06/10/2021 | Lathrop | Rothschild/Wausau, WI | TBD - CISR AO or CPIA |
| 05/19/21 | Persky | Sheboygan, WI | Legal Responsibilities of the Agency Owner as an Employer Perpetuation, Mergers & Acquisitions and Agency Valuation |
| 02/11/21 | Persky | Madison, WI | Legal Responsibilities of the Agency Owner as an Employer Perpetuation, Mergers & Acquisitions and Agency Valuation |
| 08/04/20 | Persky | Little Rock, AR | Financial Management (4 hour) |
| 09/29/20 | Persky | Chicago, IL | Agency Perpetuation (6 hour) |
| 09/22/20 | Persky | Glenmont, NY | Agency Perpetuation (6 hour) |
| 4/15/21 | Lathrop | Napa Valley, CA | PIIB Convention - Topics TBD |
| 09/28/2021 | Lathrop | Broken Arrow, OK | Agency Operations (CISR) |
| 09/29/2021 | Lathrop | Oklahoma City, OK | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 03/03/21 | Lathrop | Myrtle Beach, SC | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 11/11/21 | Lathrop | Hilton Head, SC | Underwriting (CIC ICO) Agency/PH Services (CIC ICO) Product Development (CIC ICO) |
| 08/27/20 | Lathrop | Cedar Rapids, IA | Agency/PH Services (CIC ICO) Product Development (CIC ICO) Underwriting (CIC ICO) |
| 06/16/2020 | Lathrop | Webinar, KS | Strategic Planning (CIC AM) Talent Acquisition & Development (CIC AM) |
| 10/06/20 | Persky | TBD, PA | Agency Perpetuation (6 hour) |
| 07/21/20 | Persky | Columbia, SC | Agency Perpetuation (6 hour) |
| 07/22/20 | Persky | Columbia, SC | Financial Management (4 hour) |
| 09/23/20 | Persky | Cary, NC | Hiring, Managing & Compensating Insurance Agency Personnel (8 hour) |
| 09/24/20 | Persky | Charlotte, NC | Financial Management (4 hour) |
| 10/01/20 | Persky | Indianapolis, IN | Tax Implications of Owning an Agency Finding the Right Employee Agency Staff Productivity |
| 09/17/20 | Persky | Palm Desert, CA | American Agents Alliance Conference - Topics TBD |