9 am - 2 pm
OPTIONAL Golf Tournament at The Oaks (Box Lunch Included)
2 - 4 pm
Key Considerations of Agency Acquisitions and Perpetuation (Part 1), David Tralka
CE filed and pending approval in Mo. and Kan.
InsurBancs president & CEO, David Tralka shares some insight into the current mergers and acquisition market. Dave discusses the key components of financially planning and preparing for succession. Time will be spent discussing the current insruance industry and market observations. Then he will switch gears into agency succession and perpetutation planning as well as agency valuation metrics.
Attendance at Part 1 not required for Part 2 (and vice versa).
4:30 - 5 pm
New Agent Attendee Reception (by invitation only)
5 - 6:30 pm
Who's Who Happy Hour (all registered attendees invited) Adult-Only
6:30 - 8:30 pm
OPTIONAL Cornhole Tournament (hosted by the NExT/Young Agents Committee)
7:30 - 8 am
Breakfast
8 - 9 am
Eggs & Issues, Matt Barton and TBD
CE filed and pending approval in Mo. and Kan.
9 - 10:15 am
Keynote: Dream Big and Never Quit, Rudy Ruettiger
It took years of fierce determination to overcome obstacles and criticisms, yet Rudy Ruettiger achieved his first dream to attend Notre Dame and play football for the Fighting Irish. As fans cheered RU-DY, RU-DY, he sacked the quarterback in the last 27 seconds of the only play in the only game of his college football career. To this day, Rudy Ruettiger is the only player in the schools history to be carried off the field on his teammates shoulders. RUDY discusses his 10 insights for winning in life from his book RUDYS INSIGHTS and combines those thoughts with his story from his most current book RUDY MY STORY. This journey will give audiences a source for positive thoughts and inspiration that they can apply to their own lives both on and off the job. Creating stronger individuals with a positive mind set raises the bar and creates a stronger team in the workplace to accomplish the common goals of the company.
10:15 - 1 pm
Trade Show & Lunch
- Book Signing with Rudy from 10:15 - 11 a.m.
- Company Prize Drawings from 12:30 - 1 p.m.
1:30 - 3:30 pm
Key Considerations of Agency Acquisitions and Perpetuation (Part 2), David Tralka
CE filed and pending approval in Mo. and Kan.
In the second part of the presentation, InsurBancs president & CEO, David Tralka will explore tools to maximize agency value and ways to access capital for growth. Whether youre a buyer or a seller, this information is essential to planning your next move. The course will have a quick recap of Part 1 and will jump right into agency valuation metrics. Case studies will be examined regarding accessing capital in the market and Tralka will help you in posititioning your agency for successful growth.
Attendance at Part 1 not required for Part 2 (and vice versa).
1:30 - 3:30 pm
Six Trends That Will Have an Impact on the Future of Insurance, George Robertson
CE filed and pending approval in Mo. and Kan.
With the increasing move towards automation in our society, the field of insurance is wide-open for new and electrifying changes. In this exciting session, you will learn about six major trends that will impact the insurance industry in the near future. Understand the impact of artificial intelligence and augmented reality on improving operations and the customer experience. How will The Internet of Things (IoT) help with risk mitigation and risk management for the consumer market? Within the business world, learn about the new focus on RiskTech will assist businesses in risk mitigation. As more regulation is passed concerning the protection of consumer data, understand the requirements on agencies to protect consumer data and the importance of CyberSecurity. Learn the value of data analytics on determining trends, increasing profits, and enhancing the overall customer experience. Enhancing customer experience is now driving towards easier access of data input and faster processing to meet the needs of todays consumer.
6 - 7 pm
President's Cocktail Reception
7 - 9 pm
Awards & Installation Banquet
9 - 11 pm
Casino Night with DJ
8 - 8:30 am Breakfast
8:30 - 11:30 am
Performance Matters, Talent Rebellion
CE filed and pending approval in Mo. and Kan.
This is hardly a new concept, but one that presents a clear opportunity for agents and brokers of all shapes and sizes. Achieving performance targets begins with a goal-setting process that works for all employees - from interns and rookies to well-tenured professionals.
In this workshop, we will tackle the employee performance spectrum. We will shift the performance discussion from compliance to commitment, beginning with setting the right goals. We will explore a simple coaching model that will help you to consistently support your teams to achieve critical business goals and perform at the highest possible level.
Finally, we will explore options to incentivize the behaviors you seek within your organization. Whether your challenge is to grow new business, round existing accounts or create a superior customer experience, options exist to drive the results you need. It all comes down to your strategy.
