"Providing insurance
professionals with the
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)