"Providing insurance
professionals with the
information and advice they
need to make informed,
intelligent decisions"
SPEAKING DATES

 

Date Speaker   Location Topics
10/29/20 Lathrop Webinar - Duluth, GA Client Retention & Acquisition (CIC AM)
Technology Utilization (CIC AM)
Ethical Responsibility (CIC AM)
10/28/20 Lathrop Webinar - Duluth, GA Agency Operations (CISR)
12/03/20 Lathrop Webinar - Duluth, GA Agency/PH Services (CIC ICO)
Product Development (CIC ICO)
Underwriting (CIC ICO)
10/14/20 Lathrop Webinar - Branchville, NJ Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
10/06/20 Lathrop Webinar - Omaha, NE CPIA 2 - Implement for Success
09/16/2020 Lathrop Springfield, IL Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
09/29/2020 Lathrop Webinar, PA CPIA 1 - Position for Success
10/22/20 Persky Hamilton, NJ Agency Perpetuation (6 hour)
11/04/20 Lathrop Webinar - Kissimmee, FL Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
08/20/20 Lathrop Webinar - Ft. Lauderdale, FL Product Development (CIC ICO)
Agency/PH Services (CIC ICO)
10/07/20 Lathrop Webinar - Omaha, NE Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
12/15/20 Lathrop Milwaukee, WI Product Development (CIC ICO)
Agency/PH Services (CIC ICO)
Underwriting (CIC ICO)
10/1/2020 Lathrop Columbia, SC Product Development (CIC ICO)
Agency/PH Services (CIC ICO)
Underwriting (CIC ICO)
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
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 Webinar, IA Agency/PH Services (CIC ICO)
Product Development (CIC ICO)
Underwriting (CIC ICO)
10/06/20 Persky TBD, PA Agency Perpetuation (6 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
10/13/2020 Lathrop Webinar, PA CPIA 2 - Implement for Success
11/17/2020 Lathrop Webinar, PA CPIA 3 - Sustain Success
9/9/2020 Lathrop Webinar, VA CPIA 1 - Position for Success
9/24/2020 Lathrop Webinar, NC IIA NC Human Resources
10/15/2020 Lathrop Webinar, VA CPIA 1 - Position for Success
10/27/2020 Lathrop Webinar, VA CPIA 3 - Sustain Success
11/20/2020 Lathrop Webinar, VA CPIA 3 - Sustain Success