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  • Monday, Sep 28th
    10:00 AM - 11:00 AM East Coast USA Time
    (2800) Culture First: How to Overcome Challenges with Change Management Within an Agency
    Panelist: Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services
    Panelist: Christie Smith (she/her/hers) – OTIP
    Panelist: Jennifer Patterson
    Presenter: Jenna Etzel
    Business Management
  • Monday, Sep 28th
    10:00 AM - 11:00 AM East Coast USA Time
    (2801) AI for Agencies: Working Smarter, Not Harder
    Panelist: Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services
    Panelist: Jake Shock – American Global
    Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance Services
    Business Management
  • Monday, Sep 28th
    10:00 AM - 11:00 AM East Coast USA Time
    (2802) Finders Keepers: How to Hire and Keep Great Talent
    Panelist: Teresa Cator (she/her/hers) – Rue Insurance
    Panelist: Pamela M. Kelly – AXiA Insurance Services Inc.
    Panelist: Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc.
    Panelist: Julie Levine (she/her/hers) – Harry Levine Insurance
    Business Management
  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2806) Beyond “Talked to Client”: Transforming Agency Documentation Using the S.C.O.P.E Model
    Location: Woodrow Wilson B
    Presenter: Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his) – The Hartwell Corporation
    Business Management
  • Monday, Sep 28th
    11:00 AM - 12:00 PM East Coast USA Time
    (2814) The Power of Process: Creating Documented Workflows That Drive Consistency and Growth
    Location: Chesapeake 3
    Presenter: Stacie Freeman – Blue Ridge Risk Partners
    Business Management
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2808) Expert Panel: Emerging Technology Trends for the Modern Agency, 2026 Edition
    Location: Chesapeake J
    Panelist: Jeff Kite, Kite Tech Group – Kite Tech Group
    Panelist: Jason Gobbel, Kite Technology Group – Kite Technology Group
    Panelist: Jason Call – Blue Ridge Risk Partners, LLC
    Applied Moderator: Charles Frumerie (he/him/his) – Applied Systems
    Business Management
  • Monday, Sep 28th
    1:00 PM - 2:00 PM East Coast USA Time
    (2812) How to Get More Done in a Day: Time Management Techniques That Are Proven to Work
    Location: Woodrow Wilson B
    Presenter: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance
    Business Management
  • Monday, Sep 28th
    2:30 PM - 3:30 PM East Coast USA Time
    (2805) Expert Panel: Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale
    Location: National Harbor 3
    Panelist: Jordan Smith – The Hartwell Corporation
    Panelist: Kimberly Champion Carter – Cross Financial Corp
    Panelist: Kari Montes (she/her/hers) – Axis Insurance Managers Inc.
    Panelist: Linda J. Van Vark – Alliant Insurance Services
    Applied Moderator: Adam Hendry – Applied Systems
    Business Management
  • Monday, Sep 28th
    2:30 PM - 3:30 PM East Coast USA Time
    (2810) From Change Management to Organizational Capability: The Shift from Conformity to Coherence
    Location: National Harbor 11
    Presenter: Deborah Mohr, CRM, CIC, ACC, CISR (she/her/hers) – CalNonprofits Insurance Services
    Presenter: Colleen Lazanich, CIC CRM (she/her/hers) – CalNonprofits Insurance Services
    Business Management
  • Tuesday, Sep 29th
    10:30 AM - 11:30 AM East Coast USA Time
    (2854) How Private Brokers Win: Top Growth Strategies in Today’s Market
    Location: Woodrow Wilson A
    Presenter: Harrison Brooks – Reagan Consulting
    Business Management
  • Tuesday, Sep 29th
    1:00 PM - 2:00 PM East Coast USA Time
    (2843) Practical Growth Strategies for Small Agencies
    Location: Chesapeake 12
    Presenter: Jon Lumbra – The Dowd Agencies
    Presenter: Everett Shaw
    Business Management
  • Tuesday, Sep 29th
    2:30 PM - 3:30 PM East Coast USA Time
    (2813) Real Insights That Made a Difference: A Small Agency Case Study
    Location: Chesapeake 3
    Presenter: Natalie J. Thompson, CIC – Harbin Insurance
    Presenter: Paulla Groover (she/her/hers) – Harbin Insurance
    Business Management
  • Wednesday, Sep 30th
    9:30 AM - 10:30 AM East Coast USA Time
    (2815) Time Management and Work Prioritization
    Location: Chesapeake A
    Presenter: Karadee Dunbar, CISR (she/her/hers) – Alliant Insurance Services
    Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services
    Business Management
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2809) Best Practices to Prepare for Employee Attrition
    Location: National Harbor 10
    Presenter: Aaron C. Glass (he/him/his) – 104600
    Business Management
  • Thursday, Oct 1st
    8:00 AM - 9:00 AM East Coast USA Time
    (2816) Transforming Agency Operations with SharePoint: Communication, Training and Beyond
    Location: Woodrow Wilson B
    Presenter: Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services
    Business Management
  • Thursday, Oct 1st
    9:30 AM - 10:30 AM East Coast USA Time
    (2811) From Chaos to Consistency: Build a Powerful Training Engine with Learning Paths and Mentorship
    Location: Chesapeake 12
    Presenter: Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his) – The Hartwell Corporation
    Business Management
  • Thursday, Oct 1st
    9:30 AM - 10:30 AM East Coast USA Time
    (2817) Turning Expertise Into Impact: Building Successful SME Programs
    Location: Cherry Blossom
    Presenter: Karadee Dunbar, CISR (she/her/hers) – Alliant Insurance Services
    Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services
    Business Management