Schedule at a Glance

All times listed are Eastern Time.
Schedule subject to change.


Sunday
November 13

12:00 - 7:00 p.m. Registration
2:00 - 5:00 p.m. Emerging Influencers Meeting
5:30 - 7:00 p.m. Opening Reception



Monday
November 14


 7:30 - 8:30 a.m. Breakfast
 8:30 - 9:30 a.m. Opening General Session & Keynote
 9:30 - 10:45 a.m.
Education Breakout 1

 Growth 

Personal Brand 101 
Zoe Hartsfield, Spekit

 Efficiency 

Being the leader: New skills for successful new managers 
Tammy Ditzel, Inesse Consulting
& Kelly Donahue-Piro, Agency Performance Partners

 Talent 

Building an Insurance Talent Magnet: What Got you Here Won't Get You There 
Justin Goodman, Total CSR

11:00 a.m. - 12:15 p.m. Education Breakout 2

 Growth 

Taking Advantage of Data to Drive Growth
Chad Langford, Vertafore
Joyce Sigler, SeibertKeck Insurance Partners

 Efficiency 

How to Run the Agency of your Dreams:  Strategies for smooth growth
Kelly Donahue-Piro, Agency Performance Partners

 Talent 

Employee Onboardging:  A large puzzle with a lot of moving pieces
Kate O'Toole, Starkweather & Shepley Inc.
Jake Hunzeker, Vertafore


 12:15 - 1:15 p.m. Lunch with Sponsor Showcase
 1:15 - 2:30 p.m. Education Breakout 3

 Growth 

Finding, Evaluating, Funding the right acquisition candidate
Brian Ambrosia, MarshBerry
Kristin San Marcos, MarshBerry
Mike Strakhov, Live Oak Bank

 Efficiency 

Build Your Tech Stack to Grow Your Agency
Peter MacDonald, Wunderite

 Talent 

Who Comes Next?  How to transition agency leadership and ownership to the next generation
Vickie Harmon, IAIP

 2:45 - 4:00 p.m. Education Breakout 4

 Growth 

Its a team effort:  renew relationships not just policies
Jessica Jeffress, Peel & Holland

 Efficiency 

Is it time to automate or outsource repetitive tasks in your agency?
Grant Hester, LinchPin
Mark Glaug, Cover Desk

 Talent 

No One Mentored Me! Changing the dynamic of how we reais up the future employees in our organizations
Tammy Ditzel, Inesse Consulting

 4:30 - 5:00 p.m. Ideas Roundup
 5:00 - 6:00 p.m. Reception
 6:00 p.m. Dutch Dine Around Dinner



Tuesday
November 15


 7:30 - 8:30 a.m. Breakfast
 8:30 - 9:00 a.m. General Session Roundup/Recap
 9:00 - 10:15 a.m.
Education Breakout 5

 Growth 

Determining the right path for perpetuation
Brian Ambrosia, MarshBerry
Kristin San Marcos, MarshBerry

  High-touch marketing makes customers sticky and makes you the agency of choice
Kat Ternes, Indium
Torey Maerz, ClientCircle

 Efficiency 

Build the planning muscle: Executing a plan from start to finish
Jessica Jeffress, Peel & Holland

 Talent 

Retain top talent:  Effective talent management strategies and tactics that build loyalty
Justin Goodman, Total CSR

 10:30 - 11:45 a.m. Education Breakout 6

 Growth 

Sharpen your sales leadership skills to build a winning sales organization
Bob Paskins, Bob Paskins Enterprises

 Efficiency 

How to Become a Best Practices Agency
Chris Cline, IIABA
Chris Boggs, IIABA


  The M&A deal is done:  What Happens Next?
Joyce Sigler, SeibertKeck Insurance Partners
Kate O'Toole, Starkweather & Shepley Inc.

 Talent 

Find and keep the best and brightest:  what it will take to win and retain top talent today and beyond
Jake Hunzeker, Vertafore

11:45 a.m. - 12:15 p.m. Ideas Round Up/Closing Remarks
 12:15 - 1:15 p.m. Lunch