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  • Monday, Sep 9th
    1:00 PM – 2:00 PM CST
    (2501) Streamline Shared Inboxes with Applied Epic Email Monitoring
    Location: Ryman Studio O
    Applied Systems Presenter: Kayla Marx (she/her/hers) – Applied Systems
    System Administration and Configuration
  • Tuesday, Sep 10th
    10:30 AM – 11:30 AM CST
    (2490) The Importance of Data Security and How Cloud-Based Solutions Can Help
    Location: Ryman Studio A
    Applied Systems Presenter: Shane Lonneman – Applied Systems
    System Administration and Configuration
  • Tuesday, Sep 10th
    10:30 AM – 11:30 AM CST
    (2505) Creating Custom Templates and Proposals Using Microsoft Word Tools
    Location: Ryman Studio L
    Presenter: Renee Foo – AB Solutions Inc.
    System Administration and Configuration
  • Tuesday, Sep 10th
    10:30 AM – 11:30 AM CST
    (2511) Applied Epic Tips and Tricks – Administration
    Location: Tennessee Ballroom C
    Presenter: Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency
    Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting
    System Administration and Configuration
  • Tuesday, Sep 10th
    10:30 AM – 11:30 AM CST
    (2513) Expert Panel: Managing Workflows When Outsourcing Processing Work
    Location: Tennessee Ballroom D
    Panelist: Kelley Herrin – Jack Bradley Agency
    Panelist: Beth Martin – Commercial Insurance Associates
    Panelist: Deb Alt – Foundation Risk Partners
    Panelist: Diedre Carter – OneDigital/RiskSOURCE
    Applied Systems Moderator: Jennifer Smith – Applied Systems
    System Administration and Configuration
  • Tuesday, Sep 10th
    1:00 PM – 2:00 PM CST
    (2493) Expert Panel: Navigating the Transition to Applied Epic Browser
    Location: Tennessee Ballroom D
    Applied Systems Moderator: Linda Bendele – Applied Systems
    Panelist: Allyson Brisebois (she/her/hers) – Acera Insurance Services Ltd.
    Panelist: Christine Forbes (she/her/hers) – The Daniel and Henry Co.
    Panelist: Deb Welsh – OneDigital
    Panelist: Ashley Westmoreland – AssuredPartners
    Applied Systems Representative: Sajjad Ahmed – Applied Systems
    System Administration and Configuration
  • Tuesday, Sep 10th
    1:00 PM – 2:00 PM CST
    (2507) Improving Your Agency’s Efficiency and Retention Using Applied Epic Activities
    Location: Presidential Ballroom D
    Presenter: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
    Presenter: Melissa Mallozzi – John M Glover Agency
    Presenter: Kathryn E. Lerch – Darr Schackow Insurance Agency
    System Administration and Configuration
  • Tuesday, Sep 10th
    1:00 PM – 2:00 PM CST
    (2514) Expert Panel: Agencies' Experiences with Identity Management
    Location: Bayou E
    Panelist: Ann Satovich (she/her/hers) – OVD Insurance
    Applied Systems Moderator: Frank Smith – Applied Systems
    Panelist: Joshua Lapointe (he/him/his) – Huestis Insurance Group
    Applied Systems Panelist: Julia Broadwell
    System Administration and Configuration
  • Tuesday, Sep 10th
    2:30 PM – 3:30 PM CST
    (2497) Planning a Successful Move to Applied Epic Browser
    Location: Tennessee Ballroom B
    Presenter: Deb Welsh – OneDigital
    Applied Systems Presenter: Kayla Marx (she/her/hers) – Applied Systems
    System Administration and Configuration
  • Tuesday, Sep 10th
    2:30 PM – 3:30 PM CST
    (2504) The Power of the Pivot Table
    Location: Ryman Studio O
    Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
    System Administration and Configuration
  • Tuesday, Sep 10th
    2:30 PM – 3:30 PM CST
    (2508) Deep Dive Into Applied Epic Activities and System Events
    Location: Governor's Ballroom A
    Presenter: Renee Foo – AB Solutions Inc.
    System Administration and Configuration
  • Wednesday, Sep 11th
    10:00 AM – 11:00 AM CST
    (2494) Expert Panel: Preparing for the Move to Applied Epic Browser from an IT Perspective
    Location: Bayou E
    Applied Systems Moderator: Chris Borgmeyer – Applied Systems
    Panelist: Deb Alt – Foundation Risk Partners
    Panelist: Marie Habib (she/her/hers) – LMBF Insurance
    Panelist: Daniel Horn – Rollo Insurance Group
    Panelist: Samantha Stubblefield – Wilkinson Insurance Agency
    Applied Systems Representative: Dana Stasiak – Applied Systems
    System Administration and Configuration
  • Wednesday, Sep 11th
    10:00 AM – 11:00 AM CST
    (2496) Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser
    Location: Presidential Ballroom C
    Panelist: Stacy Johansen – Downeast Insurance, LLC
    Panelist: Diedre Carter – OneDigital/RiskSOURCE
    Panelist: Michelle Price (she/her/hers) – Sunstar Insurance Group
    Applied Systems Moderator: Linda Bendele – Applied Systems
    Panelist: Ashley Westmoreland – AssuredPartners
    System Administration and Configuration
  • Wednesday, Sep 11th
    10:00 AM – 11:00 AM CST
    (2500) Customize Security and Employee Settings for Success
    Location: Ryman Ballroom C
    Presenter: Kevin Crow (he/him/his) – Kapnick
    Applied Systems Presenter: Sarah Caruso (she/her/hers) – Applied Systems
    System Administration and Configuration
  • Wednesday, Sep 11th
    11:30 AM – 12:30 PM CST
    (2502) Maintaining Consistent Branding Through Microsoft Word Templates in Applied Epic
    Location: Ryman Ballroom E
    Presenter: Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services
    System Administration and Configuration
  • Wednesday, Sep 11th
    2:00 PM – 3:00 PM CST
    (2495) Expert Panel: Preparing for the Move to Applied Epic Browser from an Operations Perspective
    Location: Presidential Ballroom C
    Panelist: Lisa Anthofer – Skogman Insurance
    Panelist: Kelly Sprague (she/her/hers) – Heffernan Group
    Panelist: Samantha Wilson – Sterling Thompson Company
    Panelist: Kathy Ball (she/her/hers) – Ball-Martin Insurance Agency, Inc.
    Applied Systems Moderator: Kayla Marx (she/her/hers) – Applied Systems
    System Administration and Configuration
  • Wednesday, Sep 11th
    2:00 PM – 3:00 PM CST
    (2498) Expert Panel: Lessons Learned from Undergoing an Acquisition
    Location: Bayou E
    Panelist: Kimberly Champion – Cross Financial Corp
    Panelist: Stephanie Sims – Legacy Risk Solutions, LLC
    Panelist: Shaun T. Lopez – Highstreet Insurance Partners
    Applied Systems Moderator: Adam Hendry – Applied Systems
    System Administration and Configuration
  • Wednesday, Sep 11th
    2:00 PM – 3:00 PM CST
    (2503) Microsoft Excel Tips and Tricks for Intermediate Users
    Location: Governor's Ballroom B
    Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
    System Administration and Configuration
  • Wednesday, Sep 11th
    2:00 PM – 3:00 PM CST
    (2510) Expert Panel: Managing Remote Employees
    Location: Presidential Ballroom D
    Applied Systems Moderator: Joy Jack – Applied Systems
    Panelist: Kevin Crow (he/him/his) – Kapnick
    Panelist: Pamela M. Kelly – AXiA Insurance Services Inc.
    Panelist: Beth Martin – Commercial Insurance Associates
    Panelist: Erika Roys (she/her/hers) – Inszone Insurance Services
    System Administration and Configuration
  • Wednesday, Sep 11th
    3:15 PM – 4:15 PM CST
    (2492) Cyber and Regulatory Compliance 101
    Location: Ryman Ballroom E
    Presenter: Adam Atwell – Kite Technology Group
    Presenter: Jason Gobbel – Kite Technology Group
    Presenter: Ryan Smith – RLS Consulting
    System Administration and Configuration
  • Wednesday, Sep 11th
    3:15 PM – 4:15 PM CST
    (2499) Expert Panel: Improving the Acquisition Process from an Operations Lens
    Location: Bayou E
    Applied Systems Moderator: Jennifer Smith – Applied Systems
    Panelist: Sarah Golick (she/her/hers) – TRICOR Insurance
    Panelist: Courtney Peterson – INSURICA
    Panelist: Jackson Rollo – Rollo Insurance
    Panelist: Terry Williamson – SouthGroup Insurance Services
    System Administration and Configuration
  • Wednesday, Sep 11th
    3:15 PM – 4:15 PM CST
    (2515) Expert Panel: Impactful Configuration Decisions for Beginners
    Location: Governor's Ballroom A
    Applied Systems Moderator: Joy Jack – Applied Systems
    Panelist: Lisa Anthofer – Skogman Insurance
    Panelist: Kristen Carner (she/her/hers) – Armstrong & Associates Insurance Services
    Panelist: Melissa Lukas (she/her/hers) – OTIP Group of Companies
    System Administration and Configuration
  • Thursday, Sep 12th
    8:15 AM – 9:15 AM CST
    (2506) Expanding Your SET Command Skills in Microsoft Word
    Location: Ryman Studio O
    Applied Systems Presenter: Jennifer Tindall – Applied Systems
    System Administration and Configuration
  • Thursday, Sep 12th
    8:15 AM – 9:15 AM CST
    (2509) Setting Up and Managing Attachment Folders in Applied Epic
    Location: Tennessee Ballroom B
    Presenter: Virginia Boulant – Wrangler Insurance
    Applied Systems Presenter: Courtney Brablec (she/her/hers) – Applied Systems Canada
    System Administration and Configuration