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  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2639) Auditing Employees Using Applied Epic Reports
    Location: Juniper 2
    Presenter: Natalie J. Thompson – The Harbin Agency
    Applied Representative: James Ramsey – Applied Systems
    Reporting, Dashboards, and Data AnalyticsBusiness Management
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2659) Adapting to Change: What’s Next After Shifting Away from Traditional Account Manager Roles?
    Location: Mariposa Ballroom 6
    Presenter: Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services
    Business Management
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2662) Maintaining and Communicating Process Change in the Agency
    Location: Starvine 6
    Presenter: Jarrod Schleusner – ALKEME Insurance
    Presenter: Amber Ruiz – Alkeme Insurance Services Inc.
    Business Management
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2663) How, When, and Why to Deploy an Admin Operations Team
    Location: Primrose Ballroom 3
    Presenter: Jeff Searles, CIC – Highstreet Insurance & Financial Services
    Business Management
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2668) Expert Panel: Emerging Technology Trends for the Modern Agency
    Location: Mariposa Ballroom 4
    Moderator: 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
    Panelist: Adam Atwell, Microsoft MVP – Kite Technology Group
    Business Management
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2684) Boosting Your Social Presence: How to Build Strong Customer Relationships with Social Media
    Location: Orovada Ballroom 1
    Presenter: Manny Barbosa, Carrier – Liberty Mutual Insurance | Safeco Insurance
    Applied Presenter: Jen Carsen (she/her/hers) – Applied Systems
    Applied Presenter: Snehal Belgaumkar – Applied Systems
    Sales and MarketingBusiness Management
  • Monday, Oct 6th
    1:00 PM - 2:00 PM PT
    (2759) Woah! Discover the Power of Customer Research
    Location: Joshua 8
    Presenter: Mackenzie Wilson – Aartrijk
    Presenter: Peter van Aartrijk – Aartrijk
    Business Management
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2664) Change Management, Inclusive Leadership, and Building an Emotionally Resilient Team
    Location: Starvine 3
    Presenter: Deb 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, Oct 7th
    10:45 AM - 11:45 AM PT
    (2665) Navigating the Emotional and Strategic Challenges of Acquisitions: A Leadership Guide to Seamless Transitions
    Location: Primrose Ballroom 3
    Presenter: Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services
    Business Management
  • Tuesday, Oct 7th
    10:45 AM - 11:45 AM PT
    (2671) Small Agency Roundtable: Navigating Challenges and Sharing Solutions
    Location: Primrose Ballroom 6
    Facilitator: Natalie J. Thompson – The Harbin Agency
    Panelist: Paulla Groover (she/her/hers) – The Harbin Agency, Inc.
    Business Management
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2638) Expert Panel: Auditing Staff Efficiency with Epic Reports and Dashboards
    Location: Juniper 4
    Applied Moderator: Joy Jack – Applied Systems
    Panelist: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency
    Panelist: Jennifer Gill – WSR Insurance Services
    Panelist: Mitchell Reatini – BHS Insurance
    Panelist: Erinn Smith (she/her/hers) – Carroll Insurance Agency
    Reporting, Dashboards, and Data AnalyticsBusiness Management
  • Tuesday, Oct 7th
    1:15 PM - 2:15 PM PT
    (2756) The Future of P&C Insurance: A View of Agents, MGAs, and Carriers
    Location: Joshua 5
    Presenter: Mark Breading – ReSource Pro
    Business Management
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2650) Expert Panel: Navigating AI in the Insurance Industry
    Location: Juniper 4
    Panelist: Lisa Anthofer – Skogman Insurance
    Panelist: Daniel Horn – Rollo Insurance Group
    Panelist: Jessica Traynor (she/her/hers) – PLATFORM Insurance Management Inc.
    Applied Moderator: Lauren Kingston – Applied Systems
    Applied Representative: Erica Pickens – Applied Systems
    Systems AdministrationBusiness Management
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2669) How to Build and Manage a Successful Subject Matter Expert Team
    Location: Joshua 8
    Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services, Inc.
    Presenter: George Vakalopoulos – Alliant Insurance Services, Inc.
    Business Management
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2738) Accelerating Your Growth with Applied Benefits Solutions
    Location: Orovada Ballroom 4
    Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
    Applied Presenter: Tammi Shapiro – Applied Systems
    Presenter: John Woods
    Employee BenefitsBusiness Management
  • Tuesday, Oct 7th
    2:45 PM - 3:45 PM PT
    (2755) The Top Performer's Playbook
    Location: Joshua 5
    Presenter: Harrison Brooks – Reagan Consulting
    Business Management
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2646) Expert Panel: Essentials of Cybersecurity and Regulatory Compliance
    Location: Orovada Ballroom 3
    Panelist: Jeff Kite, Kite Tech Group – Kite Tech Group
    Panelist: Jason Gobbel, Kite Technology Group – Kite Technology Group
    Applied Moderator: Lauren Kingston – Applied Systems
    Systems AdministrationBusiness Management
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2672) Enhancing Your Business Continuity During Critical Downtime
    Location: Primrose Ballroom 6
    Presenter: Milaney A. Dunn Garwood, CERTCII. MBA,FCCA,Bsc(Hons) – Cayman Insurance Centre
    Business Management
  • Wednesday, Oct 8th
    10:15 AM - 11:15 AM PT
    (2683) Expert Panel: How to Source and Hire Great Producers
    Location: Mariposa Ballroom 4
    Panelist: Devon Neely (she/her/hers) – The Gibraltar Group - Insurance Services
    Panelist: Deb Mohr, CRM, CIC, ACC, CISR (she/her/hers) – CalNonProfits Insurance Services
    Panelist: Quincy Atwood
    Applied Moderator: Ro Olguin – Applied Systems
    Sales and MarketingBusiness Management
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2667) Expert Panel: You Must Work to Have a Winning Culture
    Location: Mariposa Ballroom 4
    Panelist: Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services
    Panelist: Jayme L. Moreno, AVP – Alliant Insurance Services, Inc.
    Panelist: Nabih A.E. Elsoud – Nour Insurance
    Panelist: Jackeline Short – Holden & Company Insurance
    Moderator: Casheika C. Moses (she/her/hers) – The Baldwin Group
    Business Management
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2670) Office Vibes: Elevating Everyday Spaces into Places Employees Love
    Location: Primrose Ballroom 6
    Presenter: Hayley M. Taylor, CIC, CISR (she/her/hers) – Construction Casualty Insurance
    Business Management
  • Wednesday, Oct 8th
    12:45 PM - 1:45 PM PT
    (2753) Becoming an Exceptional Workplace: The Impact of Employee Voice
    Location: Juniper 2
    Applied Presenter: Michelle Hebert (she/her/hers) – Applied Systems
    Applied Presenter: Tarra Seawright (she/her/hers) – Applied Systems
    Business Management
  • Wednesday, Oct 8th
    2:15 PM - 3:15 PM PT
    (2757) Future Proof Your Workforce: Recruiting and Retaining Emerging Talent
    Location: Joshua 5
    Presenter: Whitnee Dillard – The National Invest Program
    Business Management
  • Wednesday, Oct 8th
    3:45 PM - 4:45 PM PT
    (2658) Expert Panel: Peer Insights on Secure Digital Communications
    Location: Mariposa Ballroom 8
    Applied Moderator: Shane Lonneman – Applied Systems
    Panelist: Jordan Smith – The Hartwell Corporation
    Panelist: Jason Gobbel, Kite Technology Group – Kite Technology Group
    Systems AdministrationBusiness Management
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2647) Expert Panel: Mastering Carrier Appointments and Acquisitions
    Location: Orovada Ballroom 3
    Panelist: Amy Boudinot
    Panelist: Kristi L. Metsch – The Cincinnati Insurance Companies
    Panelist: Jordan Smith – The Hartwell Corporation
    Panelist: Kerry J. Webb (she/her/hers) – Blue Ridge Risk Partners
    Applied Moderator: Presenter TBA
    Applied Representative: Lynnette Vogelsang – Ivans
    Systems AdministrationBusiness Management
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2651) Expert Panel: Tools and Policies to Build a Cybersecurity Culture
    Location: Mariposa Ballroom 4
    Applied Moderator: David Gerlach – Applied Systems
    Panelist: Jessica Klipphahn – Willis Towers Watson
    Panelist: Dan Law – HSB - Hartford Steam Boiler
    Panelist: Nick Oliver – Redbird Security
    Panelist: Beth Wiebe – Cornerstone Insurance Services Incorporated
    Systems AdministrationBusiness Management
  • Thursday, Oct 9th
    8:00 AM - 9:00 AM PT
    (2747) Building a Meaningful Community Involvement Program: Strategies That Drive Engagement and Impact
    Location: Orovada Ballroom 8
    Applied Presenter: Tarra Seawright (she/her/hers) – Applied Systems
    Business Management
  • Thursday, Oct 9th
    9:30 AM - 10:30 AM PT
    (2677) Strategies to Enhance Cybersecurity in Your Agency
    Location: Primrose Ballroom 4
    Applied Presenter: Shane Lonneman – Applied Systems
    Applied Presenter: David Gerlach – Applied Systems
    Business Management