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A
A Front Office User's Guide to Understanding the Applied Epic Transaction Screen (2573)

George Vakalopoulos – Alliant Insurance Services, Inc. ### 1680233###Presenter###AVP, Training Specialist Lead###Alliant Insurance Services, Inc.###
Presenter: George Vakalopoulos – Alliant Insurance Services, Inc.
### @@@ Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers 2573
ABCs of Applied Benefits Designer (2594)

Victoria Weise (she/her/hers) – Applied Systems ### 2045769###Applied Presenter###Solution Consultant###Applied Systems###
Applied Presenter: Victoria Weise (she/her/hers) – Applied Systems
### she/her/hers @@@ Dan Morrill (he/him/his) – Applied Systems ### 1719318###Applied Representative###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Representative: Dan Morrill (he/him/his) – Applied Systems
### he/him/his 2594
Accelerating Your Growth with Applied Benefits Solutions (2738)

Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Presenter###Manager, Solution Specialists###Applied Systems###
Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ Tammi Shapiro ### 2703481###Applied Presenter#########
Applied Presenter: Tammi Shapiro
### @@@ John Woods ### 2722508###Presenter#########
Presenter: John Woods
### 2738
Adapting to Change: What’s Next After Shifting Away from Traditional Account Manager Roles? (2659)

Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services ### 2619385###Presenter###Chief Operating Officer###FBinsure - Patriot Insurance Growth Services###
Presenter: Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services
### she/her/hers 2659
Advanced Certificate Processing in Applied CSR24 (Repeat) (2611)

Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Presenter###Product Instructor###Applied Systems###
Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### @@@ Tom Ives – Applied Systems ### 1680264###Applied Representative###Dir. Product Management###Applied Systems###
Applied Representative: Tom Ives – Applied Systems
### @@@ Alessia Filutze – Applied Systems ### 2703471###Applied Representative###Customer Implementation Specialist###Applied Systems###
Applied Representative: Alessia Filutze – Applied Systems
### 2611
Advanced Certificate Processing in Applied CSR24 (2610)

Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Presenter###Product Instructor###Applied Systems###
Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### @@@ Alessia Filutze – Applied Systems ### 2703471###Applied Representative###Customer Implementation Specialist###Applied Systems###
Applied Representative: Alessia Filutze – Applied Systems
### 2610
Agency Billing for Non-Accountants: Data Entry Standards for Policies and Transactions - Part 1 (2586)

Lauren Roberts – Kite Technology Group ### 1960096###Presenter###Chief Agency Consultant###Kite Technology Group###
Presenter: Lauren Roberts – Kite Technology Group
### @@@ Buffy Johnson – Kite Technology Group ### 2631863###Presenter###Agency Consultant, Accounting###Kite Technology Group###
Presenter: Buffy Johnson – Kite Technology Group
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### 2586
Agency Billing for Non-Accountants: Deep Dive on Policy-Level Transactions - Part 2 (2549)

Lauren Roberts – Kite Technology Group ### 1960096###Presenter###Chief Agency Consultant###Kite Technology Group###
Presenter: Lauren Roberts – Kite Technology Group
### @@@ Buffy Johnson – Kite Technology Group ### 2631863###Presenter###Agency Consultant, Accounting###Kite Technology Group###
Presenter: Buffy Johnson – Kite Technology Group
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### 2549
An Account Manager's Use of Applied Products to Streamline Renewals (2607)

Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services ### 1719336###Presenter###Corporate Trainer###Hotaling Insurance Services###
Presenter: Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services
### she/her/hers @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers 2607
An Agency's Journey on Data Quality and Transformation (2636)

Katie Dugan – Hylant ### 2664584###Presenter###Business Applications Consultant###Hylant###
Presenter: Katie Dugan – Hylant
### @@@ Debbie Fischer – Hylant ### 1719279###Presenter###Service Quality & Standards Manager###Hylant###
Presenter: Debbie Fischer – Hylant
### @@@ Sondra Stein – Hylant ### 2159211###Presenter###Data Engineer###Hylant###
Presenter: Sondra Stein – Hylant
### @@@ Britton Witter (she/her/hers) – Hylant ### 2688499###Presenter###Business Systems Administrator###Hylant###
Presenter: Britton Witter (she/her/hers) – Hylant
### she/her/hers @@@ Joy Jack – Applied Systems ### 1719383###Applied Representative###Director###Applied Systems###
Applied Representative: Joy Jack – Applied Systems
### 2636
Applied API Suite: Roadmap to Innovation (2616)

Sreekanth Kannepalli – Applied Systems ### 2045759###Applied Presenter###Senior Vice President, Platform###Applied Systems###
Applied Presenter: Sreekanth Kannepalli – Applied Systems
### @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Presenter###VP, Product Management - Core Epic###Applied Systems###
Applied Presenter: Sajjad Ahmed – Applied Systems
### 2616
Applied API Suite: Use Case Spotlight (2617)

Aaron Bowman – Applied Systems ### 1719368###Applied Presenter###Director of Solution Architecture###Applied Systems###
Applied Presenter: Aaron Bowman – Applied Systems
### @@@ Ryan Schmidt ### 2703482###Applied Presenter#########
Applied Presenter: Ryan Schmidt
### 2617
Applied Book Builder: Unlock Account Rounding Revenue with AI (2685)

Guy Brahms ### 2703490###Applied Presenter#########
Applied Presenter: Guy Brahms
### @@@ Shir Shavit ### 2703489###Applied Presenter#########
Applied Presenter: Shir Shavit
### @@@ Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Representative###Principal UX Designer###Applied Systems###
Applied Representative: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his @@@ Joy Jack – Applied Systems ### 1719383###Applied Representative###Director###Applied Systems###
Applied Representative: Joy Jack – Applied Systems
### 2685
Applied Epic Accounting Tips and Tricks (2542)

Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2542
Applied Epic Bridge: Meet the New Outlook Add-In (2558)

Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Presenter###Director, Product Management - Epic Workflow and Communications###Applied Systems###
Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ Erica Pickens ### 2703477###Applied Representative#########
Applied Representative: Erica Pickens
### 2558
Applied Epic Invoicing: It's More than Just a One-Time Premium (2576)

Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Program Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Dave Younker – Applied Systems ### 1719419###Applied Representative###Lead Implementation Specialist, Accounting###Applied Systems###
Applied Representative: Dave Younker – Applied Systems
### 2576
Applied Epic New Features and Future Roadmap (2559)

Matt Lane – Applied Systems ### 2343585###Applied Presenter###Senior Vice President Product Management###Applied Systems###
Applied Presenter: Matt Lane – Applied Systems
### @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Presenter###VP, Product Management - Core Epic###Applied Systems###
Applied Presenter: Sajjad Ahmed – Applied Systems
### @@@ Catherine Shertenlieb (she/her/hers) – Applied Systems ### 1806530###Applied Presenter###Lead Solution Consultant###Applied Systems###
Applied Presenter: Catherine Shertenlieb (she/her/hers) – Applied Systems
### she/her/hers 2559
Expert Panel: Auditing Staff Efficiency with Epic Reports and Dashboards (2638)

Danielle B. DuFour (she/her/hers) – NBT Insurance Agency ### 1719274###Panelist###Operations Manager, AVP###NBT Insurance Agency###
Panelist: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Jennifer Gill – WSR Insurance Services ### 2664587###Panelist###Commercial Lines Manager###WSR Insurance Services###
Panelist: Jennifer Gill – WSR Insurance Services
### @@@ Mitchell Reatini – BHS Insurance ### 2664591###Panelist###Commercial Coordinator###BHS Insurance###
Panelist: Mitchell Reatini – BHS Insurance
### @@@ Erinn Smith (she/her/hers) – Carroll Insurance Agency ### 2619386###Panelist###Data and System Analyst ###Carroll Insurance Agency###
Panelist: Erinn Smith (she/her/hers) – Carroll Insurance Agency
### she/her/hers @@@ James Ramsey – Applied Systems ### 2703486###Applied Moderator###Program Education Manager###Applied Systems###
Applied Moderator: James Ramsey – Applied Systems
### 2638
Auditing Employees Using Applied Epic Reports (2639)

Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services ### 1719336###Presenter###Corporate Trainer###Hotaling Insurance Services###
Presenter: Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services
### she/her/hers @@@ Natalie J. Thompson – The Harbin Agency ### 1680253###Presenter###Chief Operating Officer ###The Harbin Agency###
Presenter: Natalie J. Thompson – The Harbin Agency
### @@@ James Ramsey – Applied Systems ### 2703486###Applied Representative###Program Education Manager###Applied Systems###
Applied Representative: James Ramsey – Applied Systems
### 2639
Automate Premium Financing with Applied Pay and AFCO Direct (2533)

Prasidh Bhajiawala (he/him/his) – Applied Pay ### 2392435###Applied Presenter###Lead Product Manager - Premium Finance###Applied Pay###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Pay
### he/him/his @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Customer Success###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his @@@ Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Representative###VP Product Management & Development###Applied Systems###
Applied Representative: Nash Qadri (he/him/his) – Applied Systems
### he/him/his 2533
Automate Premium Financing with Applied Pay and FIRST Insurance Funding (2535)

Prasidh Bhajiawala (he/him/his) – Applied Pay ### 2392435###Applied Presenter###Lead Product Manager - Premium Finance###Applied Pay###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Pay
### he/him/his @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Customer Success###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his 2535
Automate Premium Financing with Applied Pay and Imperial PFS (2534)

Prasidh Bhajiawala (he/him/his) – Applied Pay ### 2392435###Applied Presenter###Lead Product Manager - Premium Finance###Applied Pay###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Pay
### he/him/his @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Customer Success###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his 2534
B
Becoming a Great Place To Work: The Impact of an Employee Voice (2753)

Michelle Hebert (she/her/hers) – Applied Systems ### 2435668###Applied Presenter###Data Services Enablement Manager###Applied Systems###
Applied Presenter: Michelle Hebert (she/her/hers) – Applied Systems
### she/her/hers @@@ Tarra Seawright (she/her/hers) – Applied Systems ### 2045765###Applied Presenter###Sr. Diversity & Inclusion Manager###Applied Systems###
Applied Presenter: Tarra Seawright (she/her/hers) – Applied Systems
### she/her/hers @@@ Joeveta Saul (she/her/hers) – Black at Applied (Applied Systems) ### 2116469###Applied Presenter###Associate Manager, Support |Black at Applied Community of Interest Co-Chair###Black at Applied (Applied Systems)###
Applied Presenter: Joeveta Saul (she/her/hers) – Black at Applied (Applied Systems)
### she/her/hers 2753
Becoming More Efficient with Applied Epic Master Marketing Submissions (2522)

Micah J. Bean – Applied Systems, Inc. ### 2703470###Applied Presenter###Sr. Product Instructor###Applied Systems, Inc.###
Applied Presenter: Micah J. Bean – Applied Systems, Inc.
### @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Representative###Product Manager - Epic Policy Management ###Applied Systems###
Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers 2522
Best Practices for Configuring Applied Epic Security for Mid to Large-Sized Agencies (2648)

Lisa Baltruczak – Acrisure ### 2619387###Presenter###Epic Security Manager###Acrisure###
Presenter: Lisa Baltruczak – Acrisure
### @@@ Dixie Bibb – Acrisure, LLC ### 2620119###Presenter###Epic Security Lead ###Acrisure, LLC###
Presenter: Dixie Bibb – Acrisure, LLC
### @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Representative###Senior Customer Project Lead###Applied Systems###
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers 2648
Best Practices for Enhancing Accuracy in Applied Epic Reporting and Dashboards (2561)

Jim Zell – Applied Systems ### 1719364###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jim Zell – Applied Systems
### @@@ Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers 2561
Best Practices for Managing Benefits Servicing Workflows in Epic (2599)

Katie Dugan – Hylant ### 2664584###Presenter###Business Applications Consultant###Hylant###
Presenter: Katie Dugan – Hylant
### @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Tom Lind – Applied Systems ### 1719305###Applied Representative###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Representative: Tom Lind – Applied Systems
### 2599
Beyond Basics: Advancing Your Marketing Strategy with Automated Content and Campaigns (2689)

Linda Bendele – Applied Systems ### 1719445###Applied Presenter###Solution Specialist - Adoption Services###Applied Systems###
Applied Presenter: Linda Bendele – Applied Systems
### @@@ Jen Carsen (she/her/hers) – Applied Systems ### 1719370###Applied Representative###Manager, Content Management###Applied Systems###
Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers 2689
Beyond the Basics: Exploring Indio’s Lesser-Known Features (2511)

Steve So – Applied Systems ### 2343600###Applied Presenter###Lead Client Advisor###Applied Systems###
Applied Presenter: Steve So – Applied Systems
### @@@ Michael J. Bruns – Connected Commercial Lines & Indio ### 1719255###Applied Representative###Director of Product Management###Connected Commercial Lines & Indio###
Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
### 2511
Beyond the Quote: Mastering Sales in a Digital Era (2692)

Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2692
blueButler Certified Epic Integration and AI Documentation Roadmap - Brought to you by blueC (2735)

John McDonald – blueC 802 Inc ### 1741330###Presenter###CTO###blueC 802 Inc###
Presenter: John McDonald – blueC 802 Inc
### 2735
Boosting Your Social Presence: How to Build Strong Customer Relationships with Social Media (2684)

Manny Barbosa, Carrier – Liberty Mutual Insurance | Safeco Insurance ### 1948959###Presenter###Marketing Programs Manager and Growth Consultant###Liberty Mutual Insurance | Safeco Insurance###
Presenter: Manny Barbosa, Carrier – Liberty Mutual Insurance | Safeco Insurance
### @@@ Jen Carsen (she/her/hers) – Applied Systems ### 1719370###Applied Presenter###Manager, Content Management###Applied Systems###
Applied Presenter: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers @@@ Snehal Belgaumkar – Applied Systems ### 2734857###Applied Presenter###VP, Digital Marketing###Applied Systems###
Applied Presenter: Snehal Belgaumkar – Applied Systems
### 2684
Building a Customer Communication Journey Across Applied Epic and Applied Marketing Automation (2681)

Billie J. Galle – TRICOR Insurance ### 2333114###Presenter###Sr. VP of Marketing and Insurance Operations###TRICOR Insurance###
Presenter: Billie J. Galle – TRICOR Insurance
### @@@ Linda Bendele – Applied Systems ### 1719445###Applied Representative###Solution Specialist - Adoption Services###Applied Systems###
Applied Representative: Linda Bendele – Applied Systems
### 2681
Building a Meaningful Community Involvement Program: Strategies That Drive Engagement and Impact (2747)

Tarra Seawright (she/her/hers) – Applied Systems ### 2045765###Applied Presenter###Sr. Diversity & Inclusion Manager###Applied Systems###
Applied Presenter: Tarra Seawright (she/her/hers) – Applied Systems
### she/her/hers 2747
C
Canadian Marketplace Update (2566)

Steve Whitelaw – Applied Systems ### 1730334###Applied Presenter###Senior Vice President & General Manager, Canada###Applied Systems###
Applied Presenter: Steve Whitelaw – Applied Systems
### @@@ William Ma – Applied Systems ### 1719311###Applied Presenter###VP of Product Management and Innovation###Applied Systems###
Applied Presenter: William Ma – Applied Systems
### 2566
Change Management, Inclusive Leadership, and Building an Emotionally Resilient Team (2664)

Deb Mohr, CRM, CIC, ACC, CISR (she/her/hers) – CalNonProfits Insurance Services ### 2619981###Presenter###Operations Manager###CalNonProfits Insurance Services###
Presenter: Deb Mohr, CRM, CIC, ACC, CISR (she/her/hers) – CalNonProfits Insurance Services
### she/her/hers @@@ Colleen Lazanich, CIC CRM (she/her/hers) – CalNonprofits Insurance Services ### 1719303###Presenter###CEO###CalNonprofits Insurance Services###
Presenter: Colleen Lazanich, CIC CRM (she/her/hers) – CalNonprofits Insurance Services
### she/her/hers 2664
Cleaning Up and Balancing Premium Payable in Applied Epic (2551)

Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers 2551
Client Contracts in Applied Epic (2575)

Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Program Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Kristin Arano ### 2622711###Presenter#########
Presenter: Kristin Arano
### @@@ Micah J. Bean – Applied Systems, Inc. ### 2703470###Applied Representative###Sr. Product Instructor###Applied Systems, Inc.###
Applied Representative: Micah J. Bean – Applied Systems, Inc.
### 2575
Configurations for a User-Friendly Applied Epic and Applied CSR24 (2602)

Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services ### 1719320###Presenter###Operations Manager###Franconia Insurance & Financial Services###
Presenter: Karla J. Myers, CIC, CWCA (she/her/hers) – Franconia Insurance & Financial Services
### she/her/hers @@@ Alessia Filutze – Applied Systems ### 2703471###Applied Representative###Customer Implementation Specialist###Applied Systems###
Applied Representative: Alessia Filutze – Applied Systems
### 2602
Creating and Converting to the New Epic Benefits Forms for Canadian Brokerages (2601)

Ashley Bentham (she/her/hers) – Cowan Insurance Group ### 2336027###Presenter###Supervisor, Benefits Analysts and Training & Development, Benefits Consulting###Cowan Insurance Group###
Presenter: Ashley Bentham (she/her/hers) – Cowan Insurance Group
### she/her/hers @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Bala Acharya V. Kanumuri – Applied Systems ### 2343565###Applied Representative###Director, Product Management###Applied Systems###
Applied Representative: Bala Acharya V. Kanumuri – Applied Systems
### 2601
Creating and Converting to the New Epic Benefits Forms for U.S. Agencies (2592)

Laura Airis (she/her/hers) – McClone ### 2672684###Presenter###Systems Analyst###McClone###
Presenter: Laura Airis (she/her/hers) – McClone
### she/her/hers @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Presenter###Manager, Solution Specialists###Applied Systems###
Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ Bala Acharya V. Kanumuri – Applied Systems ### 2343565###Applied Representative###Director, Product Management###Applied Systems###
Applied Representative: Bala Acharya V. Kanumuri – Applied Systems
### 2592
D
Developing an Effective and Streamlined Process to Guide New Employees Through Orientation (2674)

Karyn Hemmersbach, Wisconsin, Iowa and Minnesota P&C License, Wisconsin Life License, CISR Designation, Certificate of Supervisory Leadership, 15+ years int he insurance industry with a focus on training and development – Tricor Insurance ### 2619382###Presenter###Manager, Quality Assurance & Agency Training###Tricor Insurance###
Presenter: Karyn Hemmersbach, Wisconsin, Iowa and Minnesota P&C License, Wisconsin Life License, CISR Designation, Certificate of Supervisory Leadership, 15+ years int he insurance industry with a focus on training and development – Tricor Insurance
### @@@ Lynn Covey – TRICOR Insurance ### 2037302###Presenter###Personal Lines Team Lead/Trainer###TRICOR Insurance###
Presenter: Lynn Covey – TRICOR Insurance
### 2674
Digitizing Commercial Risk Appetite Communication Between Agencies and Carriers (2744)

Katy Joseph – Ivans ### 2722093###Applied Presenter###Product Manager - Ask Kodiak & Ivans Distribution Platform###Ivans###
Applied Presenter: Katy Joseph – Ivans
### @@@ Sarah MacKinnon (she/her/hers) – Applied Systems Inc. ### 2722094###Applied Presenter###Director, Solution Consulting###Applied Systems Inc.###
Applied Presenter: Sarah MacKinnon (she/her/hers) – Applied Systems Inc.
### she/her/hers 2744
Discover the Power of Client Contracts in Boosting Your Organization's Success (2554)

Emily Ashbee (she/her/hers) – Acera Insurance Services Ltd. ### 2664592###Presenter###Learning & Development Specialist, Commercial Insurance###Acera Insurance Services Ltd. ###
Presenter: Emily Ashbee (she/her/hers) – Acera Insurance Services Ltd.
### she/her/hers @@@ Micah J. Bean – Applied Systems, Inc. ### 2703470###Applied Presenter###Sr. Product Instructor###Applied Systems, Inc.###
Applied Presenter: Micah J. Bean – Applied Systems, Inc.
### 2554
Discovering What Happens with Applied Epic Accounting Transactions "Behind the Curtain" (2543)

Ro Olguin – Applied Systems ### 1719325###Applied Presenter###Senior Manager, Activation Services###Applied Systems###
Applied Presenter: Ro Olguin – Applied Systems
### @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Solution Services###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### 2543
Driving Efficiency and Automation with CSIO's New eDocs Standards (2572)

Christie Smith (she/her/hers) – OTIP ### 1719406###Presenter###Implementation Specialist###OTIP###
Presenter: Christie Smith (she/her/hers) – OTIP
### she/her/hers @@@ Jackie Hacala – Applied Systems ### 2343575###Applied Representative###Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala – Applied Systems
### 2572
Driving Producer Workflows with Applied Epic Sales Automation (2694)

Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers @@@ Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc. ### 1719341###Presenter###Executive Vice President-Technology and Strategy###Morrow Insurance Agency, Inc.###
Presenter: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
### he/him/his @@@ Linda Bendele – Applied Systems ### 1719445###Applied Representative###Solution Specialist - Adoption Services###Applied Systems###
Applied Representative: Linda Bendele – Applied Systems
### 2694
E
Embedded Premium Finance & Real Time - Brought to you by IPFS (2737)

Gary Korte (he/him/his) – Imperial PFS ### 2075440###Presenter###Vice President Integrations & CRM###Imperial PFS###
Presenter: Gary Korte (he/him/his) – Imperial PFS
### he/him/his 2737
Expert Panel: Emerging Technology Trends for the Modern Agency (2668)

Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Panelist###Founder / President###Kite Tech Group###
Panelist: Jeff Kite, Kite Tech Group – Kite Tech Group
### @@@ Jason Gobbel, Kite Technology Group – Kite Technology Group ### 1680273###Panelist###Chief Solutions Officer###Kite Technology Group###
Panelist: Jason Gobbel, Kite Technology Group – Kite Technology Group
### @@@ Jason Call – Blue Ridge Risk Partners, LLC ### 2338941###Panelist###Chief Operating Officer###Blue Ridge Risk Partners, LLC###
Panelist: Jason Call – Blue Ridge Risk Partners, LLC
### @@@ Adam Atwell, Microsoft MVP – Kite Technology Group ### 1680283###Panelist###Microsoft MVP, Chief Technology Officer###Kite Technology Group###
Panelist: Adam Atwell, Microsoft MVP – Kite Technology Group
### 2668
Best Practices to Prepare for Employee Attrition (2666)

Aaron C. Glass (he/him/his) – 104600 ### 2277790###Presenter###Vice President/Controller###104600###
Presenter: Aaron C. Glass (he/him/his) – 104600
### he/him/his 2666
Employee Productivity Scorecard: Data-Driven Impact (2641)

Elliot Targum (he/him/his) – Dwight Rudd Insurance ### 2619383###Presenter###COO###Dwight Rudd Insurance###
Presenter: Elliot Targum (he/him/his) – Dwight Rudd Insurance
### he/him/his @@@ Jordan Lindley (he/him/his) – Dwight Rudd Insurance ### 2620123###Presenter###Operations Manager###Dwight Rudd Insurance###
Presenter: Jordan Lindley (he/him/his) – Dwight Rudd Insurance
### he/him/his 2641
Empowering Commercial Lines: Harnessing the Power of Applied Products (2569)

Casheika C. Moses (she/her/hers) – The Baldwin Group ### 2333089###Facilitator###Senior Director of Client Experience, CRMG ###The Baldwin Group ###
Facilitator: Casheika C. Moses (she/her/hers) – The Baldwin Group
### she/her/hers @@@ Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance ### 2037312###Facilitator###President###Huff insurance###
Facilitator: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance
### she/her/hers @@@ Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers 2569
Empowering Personal Lines: Harnessing the Power of Applied Products (2568)

Erin Meade (she/her/hers) – NBT Insurance Agency ### 2657330###Facilitator###Department Manager-Personal Insurance###NBT Insurance Agency ###
Facilitator: Erin Meade (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers 2568
Enabling the Named Insured Feature in Applied CSR24 (2604)

Sarah Fitzhugh (she/her/hers) – Blue Ridge Risk Partners ### 2333092###Presenter###Client Services Strategist###Blue Ridge Risk Partners###
Presenter: Sarah Fitzhugh (she/her/hers) – Blue Ridge Risk Partners
### she/her/hers @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers 2604
Enhancing Efficiency with Renewals Manager for Employee Benefits (2587)

Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group ### 2037784###Presenter###Senior Employee Benefits Client Manager###Hausmann Group###
Presenter: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
### she/her/hers @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
### he/him/his 2587
Enhancing Your Business Continuity During Critical Downtime (2672)

Milaney A. Dunn Garwood, CERTCII. MBA,FCCA,Bsc(Hons) – Cayman Insurance Centre ### 2619394###Presenter######Cayman Insurance Centre###
Presenter: Milaney A. Dunn Garwood, CERTCII. MBA,FCCA,Bsc(Hons) – Cayman Insurance Centre
### 2672
Entering Policies in Applied Epic for Efficiency and Reporting (2574)

Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Program Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Glenn Wharton – Applied Systems
### 2574
Epic Dashboards for Accountants (2624)

Jim Zell – Applied Systems ### 1719364###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jim Zell – Applied Systems
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Representative###Director###Applied Systems###
Applied Representative: Joy Jack – Applied Systems
### 2624
Epic Dashboards for Department Managers and Account Managers (2626)

Allison Haag – Applied Systems ### 1719379###Applied Presenter###Manager, Onboarding & Success Services###Applied Systems###
Applied Presenter: Allison Haag – Applied Systems
### @@@ Shir Shavit ### 2703489###Applied Representative#########
Applied Representative: Shir Shavit
### 2626
Epic Dashboards for Principals and IT/Operations Staff (2623)

Jim Zell – Applied Systems ### 1719364###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jim Zell – Applied Systems
### @@@ Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his 2623
Epic Dashboards for Sales Managers and Producers (2625)

James Ramsey – Applied Systems ### 2703486###Applied Presenter###Program Education Manager###Applied Systems###
Applied Presenter: James Ramsey – Applied Systems
### @@@ Shir Shavit ### 2703489###Applied Representative#########
Applied Representative: Shir Shavit
### 2625
Epic Dashboards Overview (2633)

Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Shir Shavit ### 2703489###Applied Representative#########
Applied Representative: Shir Shavit
### 2633
Epic Dashboards Roadmap (2627)

Sreekanth Kannepalli – Applied Systems ### 2045759###Applied Presenter###Senior Vice President, Platform###Applied Systems###
Applied Presenter: Sreekanth Kannepalli – Applied Systems
### @@@ Su Potti – Applied Systems ### 2395451###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Su Potti – Applied Systems
### 2627
Epic Dashboards Tips and Tricks (2628)

Allison Haag – Applied Systems ### 1719379###Applied Presenter###Manager, Onboarding & Success Services###Applied Systems###
Applied Presenter: Allison Haag – Applied Systems
### @@@ James Ramsey – Applied Systems ### 2703486###Applied Presenter###Program Education Manager###Applied Systems###
Applied Presenter: James Ramsey – Applied Systems
### @@@ Jennifer Tindall – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialist###Applied Systems###
Applied Representative: Jennifer Tindall – Applied Systems
### 2628
Hands-on Lab: Expanding Your SET Command Skills in Microsoft Word (2654)

Jennifer Tindall – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialist###Applied Systems###
Applied Presenter: Jennifer Tindall – Applied Systems
### @@@ Sarah Caruso (she/her/hers) – Applied Systems ### 1719258###Applied Representative###Lead Product Instructor, Activation Services###Applied Systems###
Applied Representative: Sarah Caruso (she/her/hers) – Applied Systems
### she/her/hers 2654
Expert Panel: Agencies’ Success Stories Using Epic Dashboards (2629)

Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Jason Hoeppner – NavSav ### 2333104###Panelist###SVP of Systems & Integrations###NavSav###
Panelist: Jason Hoeppner – NavSav
### @@@ Jackeline Short – Holden & Company Insurance ### 2664568###Panelist###Vice President - Middle Market Team###Holden & Company Insurance###
Panelist: Jackeline Short – Holden & Company Insurance
### @@@ Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc. ### 2333102###Panelist###Application Specialist###Kraus-Anderson Insurance Agency, Inc.###
Panelist: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
### she/her/hers @@@ Shir Shavit ### 2703489###Applied Moderator#########
Applied Moderator: Shir Shavit
### 2629
Expert Panel: Agency and Carrier Experiences Using Comparative Raters for Small Commercial Business (2515)

Tatum Fish – Chubb ### 2669302###Panelist###Vice President| Application Programming Interface###Chubb###
Panelist: Tatum Fish – Chubb
### @@@ Scott Weer – Weer Insurance Group ### 2685655###Panelist###President###Weer Insurance Group###
Panelist: Scott Weer – Weer Insurance Group
### @@@ Amanda M. Edlin (she/her/hers) – Sterling G Thompson Co ### 2696656###Panelist###Small Business Team Leader###Sterling G Thompson Co###
Panelist: Amanda M. Edlin (she/her/hers) – Sterling G Thompson Co
### she/her/hers @@@ Joseph Cook ### 2700070###Panelist#########
Panelist: Joseph Cook
### @@@ Liesel Pollvogt ### 2703469###Applied Moderator#########
Applied Moderator: Liesel Pollvogt
### @@@ Ryan Lapp – Ivans ### 1719388###Applied Representative###Product Manager, Ivans Distribution Platform###Ivans###
Applied Representative: Ryan Lapp – Ivans
### 2515
Expert Panel: Applied Pay Best Practices (2545)

Heather Shockley ### 2703473###Applied Moderator#########
Applied Moderator: Heather Shockley
### @@@ Patti Schmidt ### 2703497###Panelist#########
Panelist: Patti Schmidt
### @@@ Mark Carrick – The Baldwin Group ### 2709421###Panelist###Senior Director, Enterprise Applications###The Baldwin Group###
Panelist: Mark Carrick – The Baldwin Group
### @@@ Heather Tolbert ### 2712258###Panelist#########
Panelist: Heather Tolbert
### @@@ William Laubach – Emery & Webb, Inc. ### 2722467###Panelist###IT Manager###Emery & Webb, Inc.###
Panelist: William Laubach – Emery & Webb, Inc.
### @@@ Amy Dermody – Applied Systems ### 2045756###Applied Representative###Director of Product - Applied Pay###Applied Systems###
Applied Representative: Amy Dermody – Applied Systems
### @@@ Prasidh Bhajiawala (he/him/his) – Applied Pay ### 2392435###Applied Representative###Lead Product Manager - Premium Finance###Applied Pay###
Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Pay
### he/him/his 2545
Expert Panel: Ask the Indio Experts (2525)

Chase Diwik – Applied Systems ### 2343596###Applied Moderator###Sr. Director of Product Management - Commercial Lines###Applied Systems###
Applied Moderator: Chase Diwik – Applied Systems
### @@@ Jessica Attebury (she/her/hers) – Acrisure LLC ### 2619384###Panelist###Product Specialist###Acrisure LLC###
Panelist: Jessica Attebury (she/her/hers) – Acrisure LLC
### she/her/hers @@@ Jillian Rouleau (she/her/hers) – Acrisure, LLC ### 1719342###Panelist###Product Specialist###Acrisure, LLC###
Panelist: Jillian Rouleau (she/her/hers) – Acrisure, LLC
### she/her/hers @@@ Becky Lehpamer (she/her/hers) – OneDigital ### 2333107###Panelist###Client Relations Manager###OneDigital ###
Panelist: Becky Lehpamer (she/her/hers) – OneDigital
### she/her/hers @@@ Jackeline Short – Holden & Company Insurance ### 2664568###Panelist###Vice President - Middle Market Team###Holden & Company Insurance###
Panelist: Jackeline Short – Holden & Company Insurance
### @@@ Michael J. Bruns – Connected Commercial Lines & Indio ### 1719255###Applied Representative###Director of Product Management###Connected Commercial Lines & Indio###
Applied Representative: Michael J. Bruns – Connected Commercial Lines & Indio
### @@@ Steve So – Applied Systems ### 2343600###Applied Representative###Lead Client Advisor###Applied Systems###
Applied Representative: Steve So – Applied Systems
### 2525
Expert Panel: Catching and Resolving Applied Epic Accounting Errors (2526)

Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers @@@ Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting ### 1680254###Panelist###Epic Consultant and Owner###Maureen Boeing Consulting###
Panelist: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
### she/her/hers @@@ Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd. ### 2664566###Panelist###Managing Director - Accounting & HR###Levitt-Fuirst Associates, Ltd.###
Panelist: Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd.
### she/her/hers @@@ Issac Enriquez ### 2695631###Panelist#########
Panelist: Issac Enriquez
### @@@ Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers 2526
Expert Panel: Closing the Gap on Closing the Month (2527)

Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers @@@ Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting ### 1680254###Panelist###Epic Consultant and Owner###Maureen Boeing Consulting###
Panelist: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
### she/her/hers @@@ Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd. ### 2664566###Panelist###Managing Director - Accounting & HR###Levitt-Fuirst Associates, Ltd.###
Panelist: Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd.
### she/her/hers @@@ Natalie J. Thompson – The Harbin Agency ### 1680253###Panelist###Chief Operating Officer ###The Harbin Agency###
Panelist: Natalie J. Thompson – The Harbin Agency
### 2527
Expert Panel: Connecting Applied Data Lake to Business Outcomes (2620)

Garrett Gupton – Applied Systems ### 2045760###Applied Moderator###Lead Technical Consultant###Applied Systems###
Applied Moderator: Garrett Gupton – Applied Systems
### @@@ Andre Costa – American Global ### 2711927###Panelist###VP - Data, Analytics & Automation###American Global###
Panelist: Andre Costa – American Global
### @@@ Christopher J. Hichborn – American Global LLC ### 2619390###Panelist###Business Systems Analyst###American Global LLC###
Panelist: Christopher J. Hichborn – American Global LLC
### @@@ Pramod Misra (he/him/his) – Snellings Walters Insurance Agency ### 2664586###Panelist###Director of Data Analytics###Snellings Walters Insurance Agency###
Panelist: Pramod Misra (he/him/his) – Snellings Walters Insurance Agency
### he/him/his @@@ Adaeze Ajoku – Applied Systems ### 2703484###Applied Representative###Senior Product Manager, Data Lake###Applied Systems###
Applied Representative: Adaeze Ajoku – Applied Systems
### 2620
Expert Panel: Cross-Functional Collaboration Across Your Benefits Team (2595)

Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group ### 2037784###Panelist###Senior Employee Benefits Client Manager###Hausmann Group###
Panelist: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
### she/her/hers @@@ Ro Olguin – Applied Systems ### 1719325###Applied Moderator###Senior Manager, Activation Services###Applied Systems###
Applied Moderator: Ro Olguin – Applied Systems
### @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: JC Mahan (he/him/his) – Applied Systems
### he/him/his 2595
Expert Panel: Download Tips for Applied Epic (2583)

Lisa M. Sheely – Acrisure LLC ### 2037319###Panelist###Manager - Application Management###Acrisure LLC###
Panelist: Lisa M. Sheely – Acrisure LLC
### @@@ Deb Alt (she/her/hers) – Foundation Risk Partners ### 2333097###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###
Panelist: Deb Alt (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting ### 1680254###Panelist###Epic Consultant and Owner###Maureen Boeing Consulting###
Panelist: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
### she/her/hers @@@ Beverly Anderson (she/her/hers) – Applied Systems ### 2343576###Applied Moderator###Senior Business Consultant ###Applied Systems###
Applied Moderator: Beverly Anderson (she/her/hers) – Applied Systems
### she/her/hers 2583
Expert Panel: Essentials of Cybersecurity and Regulatory Compliance (2646)

Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Panelist###Founder / President###Kite Tech Group###
Panelist: Jeff Kite, Kite Tech Group – Kite Tech Group
### @@@ Jason Gobbel, Kite Technology Group – Kite Technology Group ### 1680273###Panelist###Chief Solutions Officer###Kite Technology Group###
Panelist: Jason Gobbel, Kite Technology Group – Kite Technology Group
### @@@ Lauren Kingston – Applied Systems, Inc. ### 2703487###Applied Moderator###Assistant General Counsel###Applied Systems, Inc.###
Applied Moderator: Lauren Kingston – Applied Systems, Inc.
### 2646
Expert Panel: How Agencies Use Epic Quotes to Win Personal Lines Business (2523)

Jennifer Grayson – Applied Systems ### 2343583###Applied Moderator###Senior Product Instructor###Applied Systems###
Applied Moderator: Jennifer Grayson – Applied Systems
### @@@ Lynn Covey – TRICOR Insurance ### 2037302###Panelist###Personal Lines Team Lead/Trainer###TRICOR Insurance###
Panelist: Lynn Covey – TRICOR Insurance
### @@@ Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services ### 2333084###Panelist###Personal Lines Manager, Customer Service Manager and Training Manager###The Gibraltar Group - Insurance Services###
Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services
### she/her/hers @@@ Katie Hermreck – Elliott Group ### 2685684###Panelist###Personal Lines Department Director###Elliott Group###
Panelist: Katie Hermreck – Elliott Group
### @@@ Britney Grutkowski – Stockman Insurance ### 2685685###Panelist###Production Administrative Coordinator###Stockman Insurance ###
Panelist: Britney Grutkowski – Stockman Insurance
### 2523
Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser (2653)

Sarah Rizzitano ### 2664589###Panelist#########
Panelist: Sarah Rizzitano
### @@@ Jenna Silva (she/her/hers) – C3 Risk & Insurance Services ### 2664570###Panelist###Systems Integration and Process Leader###C3 Risk & Insurance Services###
Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance Services
### she/her/hers @@@ Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services ### 2333084###Panelist###Personal Lines Manager, Customer Service Manager and Training Manager###The Gibraltar Group - Insurance Services###
Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services
### she/her/hers @@@ Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc. ### 2333102###Panelist###Application Specialist###Kraus-Anderson Insurance Agency, Inc.###
Panelist: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
### she/her/hers @@@ Chris Borgmeyer – Applied Systems ### 2343676###Applied Moderator###SVP, Customer Support ###Applied Systems###
Applied Moderator: Chris Borgmeyer – Applied Systems
### @@@ Sheila Brown (she/her/hers) – Applied Systems ### 2703485###Applied Representative###VP, Customer Support###Applied Systems###
Applied Representative: Sheila Brown (she/her/hers) – Applied Systems
### she/her/hers 2653
Expert Panel: How to Source and Hire Great Producers (2683)

Devon Neely (she/her/hers) – The Gibraltar Group - Insurance Services ### 2619381###Panelist###President###The Gibraltar Group - Insurance Services###
Panelist: Devon Neely (she/her/hers) – The Gibraltar Group - Insurance Services
### she/her/hers @@@ Ro Olguin – Applied Systems ### 1719325###Applied Moderator###Senior Manager, Activation Services###Applied Systems###
Applied Moderator: Ro Olguin – Applied Systems
### 2683
Expert Panel: Interact with Applied AI Specialists (2742)

Guy Brahms ### 2703490###Applied Presenter#########
Applied Presenter: Guy Brahms
### @@@ Don Thomas ### 1806532###Applied Presenter#########
Applied Presenter: Don Thomas
### @@@ Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Presenter###Director, Product Management - Epic Workflow and Communications###Applied Systems###
Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ Erica Pickens ### 2703477###Applied Representative#########
Applied Representative: Erica Pickens
### @@@ Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Moderator###Principal UX Designer###Applied Systems###
Applied Moderator: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his 2742
Expert Panel: Managing Changes to Benefits Workflows (2597)

Ashley Bentham (she/her/hers) – Cowan Insurance Group ### 2336027###Panelist###Supervisor, Benefits Analysts and Training & Development, Benefits Consulting###Cowan Insurance Group###
Panelist: Ashley Bentham (she/her/hers) – Cowan Insurance Group
### she/her/hers @@@ Kaye Peloquin – EHD Insurance ### 2336030###Panelist###Assistant Vice President, Client Services###EHD Insurance###
Panelist: Kaye Peloquin – EHD Insurance
### @@@ Jenna Silva (she/her/hers) – C3 Risk & Insurance Services ### 2664570###Panelist###Systems Integration and Process Leader###C3 Risk & Insurance Services###
Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance Services
### she/her/hers @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Moderator###Senior Customer Project Lead###Applied Systems###
Applied Moderator: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers 2597
Expert Panel: Mastering Carrier Appointments and Acquisitions (2647)

Kristi L. Metsch – The Cincinnati Insurance Companies ### 2619392###Panelist###Agency Technology Liaison###The Cincinnati Insurance Companies###
Panelist: Kristi L. Metsch – The Cincinnati Insurance Companies
### @@@ Amy Boudinot ### 2664565###Panelist#########
Panelist: Amy Boudinot
### @@@ Jordan Smith – The Hartwell Corporation ### 2038589###Panelist###VP | Chief Information Officer###The Hartwell Corporation###
Panelist: Jordan Smith – The Hartwell Corporation
### @@@ Kerry J. Webb (she/her/hers) – Blue Ridge Risk Partners ### 2664571###Panelist###Epic Administrator###Blue Ridge Risk Partners###
Panelist: Kerry J. Webb (she/her/hers) – Blue Ridge Risk Partners
### she/her/hers @@@ Beverly Anderson (she/her/hers) – Applied Systems ### 2343576###Applied Moderator###Senior Business Consultant ###Applied Systems###
Applied Moderator: Beverly Anderson (she/her/hers) – Applied Systems
### she/her/hers @@@ Lynette Vogelsang ### 2703474###Applied Representative#########
Applied Representative: Lynette Vogelsang
### 2647
Expert Panel: Navigating AI in the Insurance Industry (2650)

Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Daniel Horn – Rollo Insurance Group ### 2037307###Panelist###Chief Technology Officer###Rollo Insurance Group###
Panelist: Daniel Horn – Rollo Insurance Group
### @@@ Jessica Traynor (she/her/hers) – PLATFORM Insurance Management Inc. ### 1722271###Panelist###Vice President, Intelligence & Technology###PLATFORM Insurance Management Inc.###
Panelist: Jessica Traynor (she/her/hers) – PLATFORM Insurance Management Inc.
### she/her/hers @@@ Lauren Kingston – Applied Systems, Inc. ### 2703487###Applied Moderator###Assistant General Counsel###Applied Systems, Inc.###
Applied Moderator: Lauren Kingston – Applied Systems, Inc.
### @@@ Erica Pickens ### 2703477###Applied Representative#########
Applied Representative: Erica Pickens
### 2650
Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement (2614)

Deb Alt (she/her/hers) – Foundation Risk Partners ### 2333097###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###
Panelist: Deb Alt (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ David Graham (he/him/his) – CH Insurance ### 1680247###Panelist###Vice President of Digital Operations & IT###CH Insurance###
Panelist: David Graham (he/him/his) – CH Insurance
### he/him/his @@@ Becky Lehpamer (she/her/hers) – OneDigital ### 2333107###Panelist###Client Relations Manager###OneDigital ###
Panelist: Becky Lehpamer (she/her/hers) – OneDigital
### she/her/hers @@@ Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers) – OTIP Group of Companies ### 1719309###Panelist###Business Implementation & Enablement Manager###OTIP Group of Companies###
Panelist: Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers) – OTIP Group of Companies
### she/her/hers @@@ Alessia Filutze – Applied Systems ### 2703471###Applied Moderator###Customer Implementation Specialist###Applied Systems###
Applied Moderator: Alessia Filutze – Applied Systems
### @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### 2614
Expert Panel: Peer Insights on Secure Digital Communications (2658)

Shane Lonneman – Applied Systems ### 2343605###Applied Moderator###Senior Director, Information Security###Applied Systems###
Applied Moderator: Shane Lonneman – Applied Systems
### @@@ Jordan Smith – The Hartwell Corporation ### 2038589###Panelist###VP | Chief Information Officer###The Hartwell Corporation###
Panelist: Jordan Smith – The Hartwell Corporation
### @@@ Jason Gobbel, Kite Technology Group – Kite Technology Group ### 1680273###Panelist###Chief Solutions Officer###Kite Technology Group###
Panelist: Jason Gobbel, Kite Technology Group – Kite Technology Group
### 2658
Expert Panel: Preparing for the Move to Applied Epic Browser from an IT/Operations Perspective (2652)

Jodi Cherewyk – Acera Insurance ### 2664583###Panelist###Team Lead, Systems & Operational Reporting###Acera Insurance###
Panelist: Jodi Cherewyk – Acera Insurance
### @@@ David Graham (he/him/his) – CH Insurance ### 1680247###Panelist###Vice President of Digital Operations & IT###CH Insurance###
Panelist: David Graham (he/him/his) – CH Insurance
### he/him/his @@@ Kaira Mercer-Jones (she/her/hers) – The Gibraltar Group Insurance Services ### 2664573###Panelist###Operations Manager###The Gibraltar Group Insurance Services###
Panelist: Kaira Mercer-Jones (she/her/hers) – The Gibraltar Group Insurance Services
### she/her/hers @@@ Danielle B. DuFour (she/her/hers) – NBT Insurance Agency ### 1719274###Panelist###Operations Manager, AVP###NBT Insurance Agency###
Panelist: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Chris Borgmeyer – Applied Systems ### 2343676###Applied Moderator###SVP, Customer Support ###Applied Systems###
Applied Moderator: Chris Borgmeyer – Applied Systems
### @@@ Sheila Brown (she/her/hers) – Applied Systems ### 2703485###Applied Representative###VP, Customer Support###Applied Systems###
Applied Representative: Sheila Brown (she/her/hers) – Applied Systems
### she/her/hers 2652
Expert Panel: Sales and Marketing Automation Best Practices (2691)

Jen Carsen (she/her/hers) – Applied Systems ### 1719370###Applied Moderator###Manager, Content Management###Applied Systems###
Applied Moderator: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers @@@ Didi Leinweber (she/her/hers) – Leonard Adams Insurance, Inc. ### 2708074###Panelist###Marketing/Administrative Assistant###Leonard Adams Insurance, Inc.###
Panelist: Didi Leinweber (she/her/hers) – Leonard Adams Insurance, Inc.
### she/her/hers @@@ Deb Mohr, CRM, CIC, ACC, CISR (she/her/hers) – CalNonProfits Insurance Services ### 2619981###Panelist###Operations Manager###CalNonProfits Insurance Services###
Panelist: Deb Mohr, CRM, CIC, ACC, CISR (she/her/hers) – CalNonProfits Insurance Services
### she/her/hers 2691
Expert Panel: Strategies for Maintaining and Managing Data Quality (2634)

Amy Boudinot ### 2664565###Panelist#########
Panelist: Amy Boudinot
### @@@ Jason Hoeppner – NavSav ### 2333104###Panelist###SVP of Systems & Integrations###NavSav###
Panelist: Jason Hoeppner – NavSav
### @@@ Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services ### 2333084###Panelist###Personal Lines Manager, Customer Service Manager and Training Manager###The Gibraltar Group - Insurance Services###
Panelist: Dawn Stark (she/her/hers) – The Gibraltar Group - Insurance Services
### she/her/hers @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2634
Expert Panel: Tools and Policies to Build a Cybersecurity Culture (2651)

David Gerlach – Applied Systems ### 1719284###Applied Moderator###VP GRC###Applied Systems###
Applied Moderator: David Gerlach – Applied Systems
### 2651
Expert Panel: Unveiling the Power of E-Servicing Real-Time Transactions for Enhancing Team Efficiencies (2556)

Bryanna Matte (she/her/hers) – Ivans ### 2703475###Applied Moderator###Sr. Product Manager###Ivans###
Applied Moderator: Bryanna Matte (she/her/hers) – Ivans
### she/her/hers @@@ Ed Alberico ### 2671787###Panelist#########
Panelist: Ed Alberico
### @@@ Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc. ### 2669969###Panelist###Sr. Applications Epic Interface Team Lead###Alliant Insurance Services, Inc.###
Panelist: Christina Kubes (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Erin Meade (she/her/hers) – NBT Insurance Agency ### 2657330###Panelist###Department Manager-Personal Insurance###NBT Insurance Agency ###
Panelist: Erin Meade (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC ### 2664582###Panelist###Owner/Consultant###LaPorte Consulting, LLC###
Panelist: Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC
### she/her/hers 2556
Expert Panel: Women in Executive Positions (2680)

Jennifer Nielsen (she/her/hers) – Triangle Risk Advisors ### 2668444###Moderator###PL Department Manager###Triangle Risk Advisors###
Moderator: Jennifer Nielsen (she/her/hers) – Triangle Risk Advisors
### she/her/hers @@@ Stacy Johansen – Downeast Insurance, LLC ### 1719437###Panelist###President###Downeast Insurance, LLC###
Panelist: Stacy Johansen – Downeast Insurance, LLC
### @@@ Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors ### 2664569###Panelist###Agency Operations Manager###Adams Insurance Advisors###
Panelist: Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors
### she/her/hers @@@ Kaira Mercer-Jones (she/her/hers) – The Gibraltar Group Insurance Services ### 2664573###Panelist###Operations Manager###The Gibraltar Group Insurance Services###
Panelist: Kaira Mercer-Jones (she/her/hers) – The Gibraltar Group Insurance Services
### she/her/hers 2680
Expert Panel: You Must Work to Have a Winning Culture (2667)

Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services ### 2619385###Panelist###Chief Operating Officer###FBinsure - Patriot Insurance Growth Services###
Panelist: Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services
### she/her/hers @@@ Jayme L. Moreno, AVP – Alliant Insurance Services ### 1680240###Panelist###AVP, Learning & Development Partner###Alliant Insurance Services###
Panelist: Jayme L. Moreno, AVP – Alliant Insurance Services
### @@@ Nabih A.E. Elsoud – Nour Insurance ### 2664588###Panelist###Co-founder & Chief Operating Officier###Nour Insurance###
Panelist: Nabih A.E. Elsoud – Nour Insurance
### @@@ Jackeline Short – Holden & Company Insurance ### 2664568###Panelist###Vice President - Middle Market Team###Holden & Company Insurance###
Panelist: Jackeline Short – Holden & Company Insurance
### @@@ Casheika C. Moses (she/her/hers) – The Baldwin Group ### 2333089###Moderator###Senior Director of Client Experience, CRMG ###The Baldwin Group ###
Moderator: Casheika C. Moses (she/her/hers) – The Baldwin Group
### she/her/hers 2667
Exploring the Updated Applied Epic Employee Benefits Experience (2596)

Tom Lind – Applied Systems ### 1719305###Applied Presenter###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Presenter: Tom Lind – Applied Systems
### @@@ Toolkia Kashyap (she/her/hers) – Applied Systems ### 2343567###Applied Presenter###Senior Director Product Management###Applied Systems###
Applied Presenter: Toolkia Kashyap (she/her/hers) – Applied Systems
### she/her/hers @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: JC Mahan (he/him/his) – Applied Systems
### he/him/his 2596
EZLynx: Accelerating Your Sales Pipeline (2712)

Samantha Lawson – EZLynx ### 2045767###Applied Presenter###Senior Product Manager###EZLynx###
Applied Presenter: Samantha Lawson – EZLynx
### @@@ Cortney Wade (she/her/hers) – EZLynx ### 1719333###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Cortney Wade (she/her/hers) – EZLynx
### she/her/hers @@@ Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### 2712
EZLynx: Automating Texts and Emails to Win Business (2699)

Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###CIO###StreetSmart Insurance###
Presenter: Jake N. Ferrara – StreetSmart Insurance
### @@@ Anoop Bargur – EZLynx ### 1722738###Applied Representative###Product Manager###EZLynx###
Applied Representative: Anoop Bargur – EZLynx
### @@@ Carlo Ferrara – StreetSmart Insurance ### 1719278###Presenter###Chief Operations Officer###StreetSmart Insurance###
Presenter: Carlo Ferrara – StreetSmart Insurance
### 2699
EZLynx: Customer Feedback Roundtable (2745)

Ryan Beukema – EZLynx ### 2343571###Applied Moderator###Director of Product Management###EZLynx###
Applied Moderator: Ryan Beukema – EZLynx
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Moderator###Director of Product Management###Applied Systems###
Applied Moderator: Vijay Rengarajan – Applied Systems
### 2745
EZLynx: Evolve and Adapt to Your Agency's Growth with Support from ACN (2697)

Amanda Crawford (she/her/hers) – Compass Insurance Group ### 2045514###Presenter###Director of Operations###Compass Insurance Group###
Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group
### she/her/hers @@@ George Robertson (he/him/his) – Robertson Consulting, LLC ### 2620120###Presenter###Owner###Robertson Consulting, LLC###
Presenter: George Robertson (he/him/his) – Robertson Consulting, LLC
### he/him/his @@@ Samantha Lawson – EZLynx ### 2045767###Applied Representative###Senior Product Manager###EZLynx###
Applied Representative: Samantha Lawson – EZLynx
### 2697
EZLynx Expert Panel: Leveraging EZLynx to Keep Your Remote Workforce Productive (2711)

Brandon Hill, CIC – Stockton-Hill Insurance ### 2705137###Panelist###Owner and Agent###Stockton-Hill Insurance###
Panelist: Brandon Hill, CIC – Stockton-Hill Insurance
### @@@ Kayleigh Spradlin – Legacy Insurance Group ### 2705139###Panelist###Commercial Insurance Agent###Legacy Insurance Group###
Panelist: Kayleigh Spradlin – Legacy Insurance Group
### @@@ Hailey Fort, CISR, CIC – Claremont Insurance Agency ### 2705140###Panelist###Agent/Operations Controller###Claremont Insurance Agency###
Panelist: Hailey Fort, CISR, CIC – Claremont Insurance Agency
### @@@ Stacey Eickhorst ### 2709733###Applied Moderator#########
Applied Moderator: Stacey Eickhorst
### 2711
EZLynx: Game-Changing EZLynx Features You Should Be Using (2696)

Amanda Crawford (she/her/hers) – Compass Insurance Group ### 2045514###Presenter###Director of Operations###Compass Insurance Group###
Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group
### she/her/hers @@@ Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing ### 2619388###Presenter###Boss man###Reed Insurance / ia Blueprint Remote Staffing###
Presenter: Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing
### @@@ Saurabh Hooda – Applied Systems ### 2343586###Applied Representative###AI/ML Product Director###Applied Systems###
Applied Representative: Saurabh Hooda – Applied Systems
### 2696
EZLynx Hands-On Lab: Automating the Way Your Agency Remarkets and Renews (2716)

Anoop Bargur – EZLynx ### 1722738###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Anoop Bargur – EZLynx
### @@@ Mike Spano – Applied Systems ### 1719347###Applied Representative###Solution Consultant###Applied Systems###
Applied Representative: Mike Spano – Applied Systems
### 2716
EZLynx Hands-On Lab: Building Campaigns Leveraging the New Email Campaigns (2705)

Raquel Velez (she/her/hers) – EZLynx ### 2703493###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Raquel Velez (she/her/hers) – EZLynx
### she/her/hers @@@ Awad Alnawayseh – EZLynx ### 1722740###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Awad Alnawayseh – EZLynx
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Representative###Director of Product Management###Applied Systems###
Applied Representative: Vijay Rengarajan – Applied Systems
### 2705
EZLynx Hands-On Lab: Building Custom Reports (2703)

Mel R. Alsabrook (she/they) – EZLynx ### 2045776###Applied Presenter###Senior Associate Product Manager, Data & Analytics###EZLynx###
Applied Presenter: Mel R. Alsabrook (she/they) – EZLynx
### she/they @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Representative###Dir, Data & Analytics###Applied Systems###
Applied Representative: Aaron Rainey – Applied Systems
### @@@ Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### 2703
EZLynx Hands-On Lab: How Automation Can Help with Client Onboarding (2698)

Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing ### 2619388###Presenter###Boss man###Reed Insurance / ia Blueprint Remote Staffing###
Presenter: Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Presenter###Director of Product Management###Applied Systems###
Applied Presenter: Vijay Rengarajan – Applied Systems
### 2698
EZLynx Hands-On Lab: Leveraging AI to Increase Your Agency's Efficiency (2715)

Waji Khan (he/him/his) – EZLynx ### 2709734###Applied Presenter###Senior Associate Product Manager###EZLynx###
Applied Presenter: Waji Khan (he/him/his) – EZLynx
### he/him/his @@@ Anoop Bargur – EZLynx ### 1722738###Applied Representative###Product Manager###EZLynx###
Applied Representative: Anoop Bargur – EZLynx
### @@@ Saurabh Hooda – Applied Systems ### 2343586###Applied Representative###AI/ML Product Director###Applied Systems###
Applied Representative: Saurabh Hooda – Applied Systems
### 2715
EZLynx Hands-On Lab: Leveraging the New Commercial Lines Workflow to Build Applications (2709)

Michael Rabinowitz – EZLynx ### 1719400###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Michael Rabinowitz – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his @@@ Stacey Eickhorst ### 2709733###Applied Representative#########
Applied Representative: Stacey Eickhorst
### 2709
EZLynx: Importing, Data Mining, and Fostering Leads in EZLynx (2713)

Samantha Lawson – EZLynx ### 2045767###Applied Presenter###Senior Product Manager###EZLynx###
Applied Presenter: Samantha Lawson – EZLynx
### @@@ Cortney Wade (she/her/hers) – EZLynx ### 1719333###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Cortney Wade (she/her/hers) – EZLynx
### she/her/hers @@@ Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### 2713
EZLynx Keynote (2746)

Ryan Beukema – EZLynx ### 2343571###Applied Presenter###Director of Product Management###EZLynx###
Applied Presenter: Ryan Beukema – EZLynx
### @@@ Brenna Johnson – EZLynx ### 1722739###Applied Presenter###SVP Product Management, EZLynx###EZLynx###
Applied Presenter: Brenna Johnson – EZLynx
### @@@ Michael Streit – Applied Systems ### 2166778###Applied Presenter######Applied Systems###
Applied Presenter: Michael Streit – Applied Systems
### 2746
EZLynx: Leveraging Downloads to Make Your Agency More Efficient (2717)

Nicole Leibee – EZLynx ### 2375793###Applied Presenter###Sr. Project Manager###EZLynx###
Applied Presenter: Nicole Leibee – EZLynx
### @@@ Steve Jentzsch (he/him/his) – EZLynx ### 2703494###Applied Presenter###Senior Associate Product Manager###EZLynx###
Applied Presenter: Steve Jentzsch (he/him/his) – EZLynx
### he/him/his @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Representative###Director of Product Management###Applied Systems###
Applied Representative: Vijay Rengarajan – Applied Systems
### 2717
EZLynx: Managing the Personal Lines Experience from Quote to Bind (2706)

Steve Jentzsch (he/him/his) – EZLynx ### 2703494###Applied Presenter###Senior Associate Product Manager###EZLynx###
Applied Presenter: Steve Jentzsch (he/him/his) – EZLynx
### he/him/his @@@ Ashok Reddy – Applied Systems ### 1719402###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Ashok Reddy – Applied Systems
### @@@ Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### 2706
EZLynx: Prospecting Tools for Modern Insurance Shoppers (2718)

Raquel Velez (she/her/hers) – EZLynx ### 2703493###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Raquel Velez (she/her/hers) – EZLynx
### she/her/hers @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his @@@ Anoop Bargur – EZLynx ### 1722738###Applied Representative###Product Manager###EZLynx###
Applied Representative: Anoop Bargur – EZLynx
### 2718
EZLynx: Servicing Your Commercial Lines Customers (2710)

Stacey Eickhorst ### 2709733###Applied Presenter#########
Applied Presenter: Stacey Eickhorst
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2710
EZLynx: The Power of a Successfully Implemented Self-Servicing Portal (2700)

Carlo Ferrara – StreetSmart Insurance ### 1719278###Presenter###Chief Operations Officer###StreetSmart Insurance###
Presenter: Carlo Ferrara – StreetSmart Insurance
### @@@ Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###CIO###StreetSmart Insurance###
Presenter: Jake N. Ferrara – StreetSmart Insurance
### @@@ Samantha Lawson – EZLynx ### 2045767###Applied Representative###Senior Product Manager###EZLynx###
Applied Representative: Samantha Lawson – EZLynx
### 2700
EZLynx: Understanding the Basics of Accounting in EZLynx (2714)

Niki Vela ### 2703495###Applied Presenter#########
Applied Presenter: Niki Vela
### @@@ Brandon Tompkins – Applied Systems ### 2343572###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Brandon Tompkins – Applied Systems
### 2714
EZLynx: Unveiling the New Commercial Lines Submission Workflow (2708)

Michael Rabinowitz – EZLynx ### 1719400###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Michael Rabinowitz – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his @@@ Stacey Eickhorst ### 2709733###Applied Representative#########
Applied Representative: Stacey Eickhorst
### 2708
EZLynx: Unveiling the New Commercial Lines Submission Workflow (2707)

Michael Rabinowitz – EZLynx ### 1719400###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Michael Rabinowitz – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his @@@ Stacey Eickhorst ### 2709733###Applied Representative#########
Applied Representative: Stacey Eickhorst
### 2707
EZLynx: Unveiling the New Email Campaigns (2704)

Raquel Velez (she/her/hers) – EZLynx ### 2703493###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Raquel Velez (she/her/hers) – EZLynx
### she/her/hers @@@ Awad Alnawayseh – EZLynx ### 1722740###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Awad Alnawayseh – EZLynx
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Representative###Director of Product Management###Applied Systems###
Applied Representative: Vijay Rengarajan – Applied Systems
### 2704
EZLynx: We Make Commissions Easy (2719)

Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing ### 2619388###Presenter###Boss man###Reed Insurance / ia Blueprint Remote Staffing###
Presenter: Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing
### @@@ Cody Lightfoot – Applied Systems, Inc. ### 2703496###Applied Presenter###Solution Consultant###Applied Systems, Inc.###
Applied Presenter: Cody Lightfoot – Applied Systems, Inc.
### @@@ Chuck Keeley – Applied Systems, Inc. ### 1719298###Applied Presenter###Senior Solution Consultant###Applied Systems, Inc.###
Applied Presenter: Chuck Keeley – Applied Systems, Inc.
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Representative###Director of Product Management###Applied Systems###
Applied Representative: Vijay Rengarajan – Applied Systems
### 2719
EZLynx: What's New in Reporting (2702)

Mel R. Alsabrook (she/they) – EZLynx ### 2045776###Applied Presenter###Senior Associate Product Manager, Data & Analytics###EZLynx###
Applied Presenter: Mel R. Alsabrook (she/they) – EZLynx
### she/they @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Representative###Dir, Data & Analytics###Applied Systems###
Applied Representative: Aaron Rainey – Applied Systems
### 2702
EZLynx: Your Agency's Renewal and Retention Workflow (2701)

Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### @@@ George Robertson (he/him/his) – Robertson Consulting, LLC ### 2620120###Presenter###Owner###Robertson Consulting, LLC###
Presenter: George Robertson (he/him/his) – Robertson Consulting, LLC
### he/him/his @@@ Brandon Hill, CIC – Stockton-Hill Insurance ### 2705137###Presenter###Owner and Agent###Stockton-Hill Insurance###
Presenter: Brandon Hill, CIC – Stockton-Hill Insurance
### 2701
F
Financial Mastery: Streamlining Month-End Processing for Perfection (2548)

Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Larry Klutzke CPA CIC – Applied Systems
### 2548
Expert Panel: Optimizing Your Service Workflows from Bottlenecks to Breakthroughs (2570)

Jarrod Schleusner – ALKEME Insurance ### 2619389###Panelist###Training Specialist###ALKEME Insurance###
Panelist: Jarrod Schleusner – ALKEME Insurance
### @@@ Amber Ruiz – Alkeme Insurance Services Inc. ### 2620117###Panelist###Training Implementation & Lead ###Alkeme Insurance Services Inc. ###
Panelist: Amber Ruiz – Alkeme Insurance Services Inc.
### @@@ Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors ### 2664569###Panelist###Agency Operations Manager###Adams Insurance Advisors###
Panelist: Jena Lautenschlager-Stroud (she/her/hers) – Adams Insurance Advisors
### she/her/hers @@@ Lisa M. Miller (she/her/hers) – Keystone ### 2664590###Panelist###Senior Vice President of Operations ###Keystone###
Panelist: Lisa M. Miller (she/her/hers) – Keystone
### she/her/hers @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2570
G
Generating Benefits Templates and Proposals in Applied Epic – Part 1 (2588)

Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Micah J. Bean – Applied Systems, Inc. ### 2703470###Applied Representative###Sr. Product Instructor###Applied Systems, Inc.###
Applied Representative: Micah J. Bean – Applied Systems, Inc.
### 2588
Getting Started with Applied Data Lake and Google Cloud (2621)

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Director, Application Management###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### @@@ Garrett Gupton – Applied Systems ### 2045760###Applied Presenter###Lead Technical Consultant###Applied Systems###
Applied Presenter: Garrett Gupton – Applied Systems
### @@@ Adaeze Ajoku – Applied Systems ### 2703484###Applied Representative###Senior Product Manager, Data Lake###Applied Systems###
Applied Representative: Adaeze Ajoku – Applied Systems
### 2621
Getting Started with Epic Dashboards Asset Builder (2630)

James Ramsey – Applied Systems ### 2703486###Applied Presenter###Program Education Manager###Applied Systems###
Applied Presenter: James Ramsey – Applied Systems
### @@@ Jennifer Tindall – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialist###Applied Systems###
Applied Representative: Jennifer Tindall – Applied Systems
### 2630
Getting the Most Out of the Book of Business Import Tool in Applied Epic (2618)

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Director, Application Management###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### @@@ Michell Skaare (she/her/hers) – Applied Systems Inc. ### 2703483###Applied Representative###Business Consultant###Applied Systems Inc.###
Applied Representative: Michell Skaare (she/her/hers) – Applied Systems Inc.
### she/her/hers 2618
H
Hands On Lab: Practicing the End-to-End Benefits Renewal Workflow (2593)

JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Ro Olguin – Applied Systems ### 1719325###Applied Representative###Senior Manager, Activation Services###Applied Systems###
Applied Representative: Ro Olguin – Applied Systems
### @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Representative###Senior Customer Project Lead###Applied Systems###
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers 2593
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (2631)

Jennifer Tindall – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialist###Applied Systems###
Applied Presenter: Jennifer Tindall – Applied Systems
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### @@@ Su Potti – Applied Systems ### 2395451###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Su Potti – Applied Systems
### @@@ Allison Haag – Applied Systems ### 1719379###Applied Representative###Manager, Onboarding & Success Services###Applied Systems###
Applied Representative: Allison Haag – Applied Systems
### @@@ James Ramsey – Applied Systems ### 2703486###Applied Representative###Program Education Manager###Applied Systems###
Applied Representative: James Ramsey – Applied Systems
### 2631
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat) (2725)

Jennifer Tindall – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialist###Applied Systems###
Applied Presenter: Jennifer Tindall – Applied Systems
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### @@@ Su Potti – Applied Systems ### 2395451###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Su Potti – Applied Systems
### @@@ Allison Haag – Applied Systems ### 1719379###Applied Representative###Manager, Onboarding & Success Services###Applied Systems###
Applied Representative: Allison Haag – Applied Systems
### @@@ James Ramsey – Applied Systems ### 2703486###Applied Representative###Program Education Manager###Applied Systems###
Applied Representative: James Ramsey – Applied Systems
### 2725
Hands-On Lab: Advanced Epic Dashboards Asset Builder (2632)

Jennifer Tindall – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialist###Applied Systems###
Applied Presenter: Jennifer Tindall – Applied Systems
### @@@ Jim Zell – Applied Systems ### 1719364###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jim Zell – Applied Systems
### @@@ Allison Haag – Applied Systems ### 1719379###Applied Representative###Manager, Onboarding & Success Services###Applied Systems###
Applied Representative: Allison Haag – Applied Systems
### @@@ Su Potti – Applied Systems ### 2395451###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Su Potti – Applied Systems
### @@@ James Ramsey – Applied Systems ### 2703486###Applied Representative###Program Education Manager###Applied Systems###
Applied Representative: James Ramsey – Applied Systems
### 2632
Hands-On Lab: Certificate Holder Management in Applied CSR24 (2612)

Rebecca Adelizzi – Applied Systems ### 2343588###Applied Presenter###Sr. Customer Implementation Specialist###Applied Systems###
Applied Presenter: Rebecca Adelizzi – Applied Systems
### @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Matt Duggan – Applied Systems ### 1719275###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Matt Duggan – Applied Systems
### @@@ Tom Ives – Applied Systems ### 1680264###Applied Representative###Dir. Product Management###Applied Systems###
Applied Representative: Tom Ives – Applied Systems
### 2612
Hands-On Lab: Certificate Holder Management in Applied CSR24 (Repeat) (2723)

Rebecca Adelizzi – Applied Systems ### 2343588###Applied Presenter###Sr. Customer Implementation Specialist###Applied Systems###
Applied Presenter: Rebecca Adelizzi – Applied Systems
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Matt Duggan – Applied Systems
### @@@ Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Alessia Filutze – Applied Systems ### 2703471###Applied Representative###Customer Implementation Specialist###Applied Systems###
Applied Representative: Alessia Filutze – Applied Systems
### 2723
Hands-On Lab: Creating a Benefits Guide – Part 2 (2589)

Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Representative###Manager, Solution Specialists###Applied Systems###
Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Tom Lind – Applied Systems ### 1719305###Applied Representative###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Representative: Tom Lind – Applied Systems
### 2589
Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder (2687)

Linda Bendele – Applied Systems ### 1719445###Applied Presenter###Solution Specialist - Adoption Services###Applied Systems###
Applied Presenter: Linda Bendele – Applied Systems
### @@@ Jen Carsen (she/her/hers) – Applied Systems ### 1719370###Applied Representative###Manager, Content Management###Applied Systems###
Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers @@@ Laura Jermyn – Applied Systems, Inc. ### 2703480###Applied Representative###Senior Manager###Applied Systems, Inc.###
Applied Representative: Laura Jermyn – Applied Systems, Inc.
### @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Glenn Wharton – Applied Systems
### 2687
Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder (Repeat) (2727)

Linda Bendele – Applied Systems ### 1719445###Applied Presenter###Solution Specialist - Adoption Services###Applied Systems###
Applied Presenter: Linda Bendele – Applied Systems
### @@@ Jen Carsen (she/her/hers) – Applied Systems ### 1719370###Applied Representative###Manager, Content Management###Applied Systems###
Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers @@@ Laura Jermyn – Applied Systems, Inc. ### 2703480###Applied Representative###Senior Manager###Applied Systems, Inc.###
Applied Representative: Laura Jermyn – Applied Systems, Inc.
### @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Glenn Wharton – Applied Systems
### 2727
Hands-On Lab: Discover the Configure Accounting Area in Applied Epic (2541)

Jeff Newman – Applied Systems ### 1761968###Applied Presenter###Sr. Customer Implementation Specialist###Applied Systems###
Applied Presenter: Jeff Newman – Applied Systems
### @@@ Robert D. Maedgen, III – Applied Systems ### 1724415###Applied Presenter###Lead Customer Implementation Specialist###Applied Systems###
Applied Presenter: Robert D. Maedgen, III – Applied Systems
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Larry Klutzke CPA CIC – Applied Systems
### @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Solution Services###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### 2541
Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates (Repeat) (2722)

Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Presenter###Product Instructor###Applied Systems###
Applied Presenter: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers @@@ Allison Haag – Applied Systems ### 1719379###Applied Representative###Manager, Onboarding & Success Services###Applied Systems###
Applied Representative: Allison Haag – Applied Systems
### @@@ Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Representative###Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers 2722
Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (2517)

Alessia Filutze – Applied Systems ### 2703471###Applied Presenter###Customer Implementation Specialist###Applied Systems###
Applied Presenter: Alessia Filutze – Applied Systems
### @@@ Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his @@@ Ryan Lapp – Ivans ### 1719388###Applied Representative###Product Manager, Ivans Distribution Platform###Ivans###
Applied Representative: Ryan Lapp – Ivans
### @@@ Maggie Mullian ### 2709732###Applied Representative#########
Applied Representative: Maggie Mullian
### 2517
Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (Repeat) (2720)

Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Representative###Sr. Solution Specialist###Applied Systems###
Applied Representative: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his @@@ Ryan Lapp – Ivans ### 1719388###Applied Representative###Product Manager, Ivans Distribution Platform###Ivans###
Applied Representative: Ryan Lapp – Ivans
### @@@ Alessia Filutze – Applied Systems ### 2703471###Applied Presenter###Customer Implementation Specialist###Applied Systems###
Applied Presenter: Alessia Filutze – Applied Systems
### @@@ Maggie Mullian ### 2709732###Applied Representative#########
Applied Representative: Maggie Mullian
### 2720
Hands-On Lab: How to Set Your Team Up for Success with Epic Quotes Personal Lines (2520)

Jennifer Grayson – Applied Systems ### 2343583###Applied Presenter###Senior Product Instructor###Applied Systems###
Applied Presenter: Jennifer Grayson – Applied Systems
### @@@ Rachel Naylor – Applied Systems ### 2703468###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Rachel Naylor – Applied Systems
### 2520
Hands-On Lab: Indio and Canada Commercial Lines (2509)

Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Presenter###Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Presenter: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers @@@ Sarah Caruso (she/her/hers) – Applied Systems ### 1719258###Applied Representative###Lead Product Instructor, Activation Services###Applied Systems###
Applied Representative: Sarah Caruso (she/her/hers) – Applied Systems
### she/her/hers @@@ Jackie Hacala – Applied Systems ### 2343575###Applied Representative###Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala – Applied Systems
### 2509
Hands-On Lab: Ivans Exchange Wizardry (2555)

Lynette Vogelsang ### 2703474###Applied Presenter#########
Applied Presenter: Lynette Vogelsang
### @@@ Stephanie McCombs – Ivans ### 2703472###Applied Presenter###Agency Customer Success Manager###Ivans###
Applied Presenter: Stephanie McCombs – Ivans
### @@@ Bryanna Matte (she/her/hers) – Ivans ### 2703475###Applied Representative###Sr. Product Manager###Ivans###
Applied Representative: Bryanna Matte (she/her/hers) – Ivans
### she/her/hers @@@ Ashwini Velhankar (she/her/hers) – Ivans ### 2703476###Applied Representative###Sr. Product Manager###Ivans###
Applied Representative: Ashwini Velhankar (she/her/hers) – Ivans
### she/her/hers 2555
Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (2552)

Jonathon Garcia Rosales ### 2664593###Presenter#########
Presenter: Jonathon Garcia Rosales
### @@@ Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC ### 2664582###Presenter###Owner/Consultant###LaPorte Consulting, LLC###
Presenter: Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC
### she/her/hers @@@ Beverly Anderson (she/her/hers) – Applied Systems ### 2343576###Applied Presenter###Senior Business Consultant ###Applied Systems###
Applied Presenter: Beverly Anderson (she/her/hers) – Applied Systems
### she/her/hers @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Solution Services###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### 2552
Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (Repeat) (2721)

Jonathon Garcia Rosales ### 2664593###Presenter#########
Presenter: Jonathon Garcia Rosales
### @@@ Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC ### 2664582###Presenter###Owner/Consultant###LaPorte Consulting, LLC###
Presenter: Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC
### she/her/hers @@@ Beverly Anderson (she/her/hers) – Applied Systems ### 2343576###Applied Presenter###Senior Business Consultant ###Applied Systems###
Applied Presenter: Beverly Anderson (she/her/hers) – Applied Systems
### she/her/hers @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Solution Services###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### 2721
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (2655)

Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his @@@ Abby Larson ### 2045798###Applied Representative#########
Applied Representative: Abby Larson
### @@@ Brandon Carter – Applied Systems ### 2703488###Applied Representative###Lead Customer Support Technician###Applied Systems###
Applied Representative: Brandon Carter – Applied Systems
### @@@ Sheila Brown (she/her/hers) – Applied Systems ### 2703485###Applied Representative###VP, Customer Support###Applied Systems###
Applied Representative: Sheila Brown (she/her/hers) – Applied Systems
### she/her/hers 2655
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat) (2726)

Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his @@@ Abby Larson ### 2045798###Applied Representative#########
Applied Representative: Abby Larson
### @@@ Brandon Carter – Applied Systems ### 2703488###Applied Representative###Lead Customer Support Technician###Applied Systems###
Applied Representative: Brandon Carter – Applied Systems
### @@@ Sheila Brown (she/her/hers) – Applied Systems ### 2703485###Applied Representative###VP, Customer Support###Applied Systems###
Applied Representative: Sheila Brown (she/her/hers) – Applied Systems
### she/her/hers 2726
Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service (2615)

Courtney Anderson (she/her/hers) – Acrisure ### 2664585###Presenter###Commercial Service Manager###Acrisure###
Presenter: Courtney Anderson (she/her/hers) – Acrisure
### she/her/hers @@@ Matt Duggan – Applied Systems ### 1719275###Applied Presenter###Sr. Customer Implementation Specialist###Applied Systems###
Applied Presenter: Matt Duggan – Applied Systems
### @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### @@@ Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Tom Ives – Applied Systems ### 1680264###Applied Representative###Dir. Product Management###Applied Systems###
Applied Representative: Tom Ives – Applied Systems
### 2615
Hands-On Lab: Setting Up Policyholders’ Permissions and Visibility for Self-Service (Repeat) (2724)

Courtney Anderson (she/her/hers) – Acrisure ### 2664585###Presenter###Commercial Service Manager###Acrisure###
Presenter: Courtney Anderson (she/her/hers) – Acrisure
### she/her/hers @@@ Matt Duggan – Applied Systems ### 1719275###Applied Presenter###Sr. Customer Implementation Specialist###Applied Systems###
Applied Presenter: Matt Duggan – Applied Systems
### @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### @@@ Tom Ives – Applied Systems ### 1680264###Applied Representative###Dir. Product Management###Applied Systems###
Applied Representative: Tom Ives – Applied Systems
### 2724
Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts (2695)

Linda Bendele – Applied Systems ### 1719445###Applied Presenter###Solution Specialist - Adoption Services###Applied Systems###
Applied Presenter: Linda Bendele – Applied Systems
### @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Representative###Manager, Solution Specialists###Applied Systems###
Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers 2695
Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts (Repeat) (2728)

Linda Bendele – Applied Systems ### 1719445###Applied Presenter###Solution Specialist - Adoption Services###Applied Systems###
Applied Presenter: Linda Bendele – Applied Systems
### @@@ Abby Larson ### 2045798###Applied Representative#########
Applied Representative: Abby Larson
### 2728
Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates (2562)

Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Presenter###Product Instructor###Applied Systems###
Applied Presenter: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers @@@ Allison Haag – Applied Systems ### 1719379###Applied Representative###Manager, Onboarding & Success Services###Applied Systems###
Applied Representative: Allison Haag – Applied Systems
### @@@ Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Representative###Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers 2562
Hands-On Lab: How Applied Pay Makes Life Easier (2544)

Amy Dermody – Applied Systems ### 2045756###Applied Presenter###Director of Product - Applied Pay###Applied Systems###
Applied Presenter: Amy Dermody – Applied Systems
### @@@ Jeff Newman – Applied Systems ### 1761968###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Jeff Newman – Applied Systems
### @@@ Robert D. Maedgen, III – Applied Systems ### 1724415###Applied Representative###Lead Customer Implementation Specialist###Applied Systems###
Applied Representative: Robert D. Maedgen, III – Applied Systems
### @@@ Heather Shockley ### 2703473###Applied Representative#########
Applied Representative: Heather Shockley
### 2544
Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation (2640)

Aaron C. Glass (he/him/his) – 104600 ### 2277790###Presenter###Vice President/Controller###104600###
Presenter: Aaron C. Glass (he/him/his) – 104600
### he/him/his @@@ Ro Olguin – Applied Systems ### 1719325###Applied Representative###Senior Manager, Activation Services###Applied Systems###
Applied Representative: Ro Olguin – Applied Systems
### 2640
How to Build and Manage a Successful Subject Matter Expert Team (2669)

Jayme L. Moreno, AVP – Alliant Insurance Services ### 1680240###Presenter###AVP, Learning & Development Partner###Alliant Insurance Services###
Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services
### @@@ George Vakalopoulos – Alliant Insurance Services, Inc. ### 1680233###Presenter###AVP, Training Specialist Lead###Alliant Insurance Services, Inc.###
Presenter: George Vakalopoulos – Alliant Insurance Services, Inc.
### 2669
How to Effectively Use Tarmika (2518)

Liesel Pollvogt ### 2703469###Applied Presenter#########
Applied Presenter: Liesel Pollvogt
### @@@ Maggie Mullian ### 2709732###Applied Presenter#########
Applied Presenter: Maggie Mullian
### @@@ Ryan Lapp – Ivans ### 1719388###Applied Representative###Product Manager, Ivans Distribution Platform###Ivans###
Applied Representative: Ryan Lapp – Ivans
### 2518
How to Make the Most of Your ACN (Applied Client Network) Membership (2748)

2748
How to Optimize Commercial Lines Download in Applied Epic (2585)

Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD ### 1719246###Presenter###Director of Marketing###Carroll Insurance Agency, LTD###
Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD
### he/him/his @@@ Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers 2585
How to Successfully Use Downloads in Applied Epic (2584)

Lisa M. Sheely – Acrisure LLC ### 2037319###Presenter###Manager - Application Management###Acrisure LLC###
Presenter: Lisa M. Sheely – Acrisure LLC
### @@@ Jennifer Grayson – Applied Systems ### 2343583###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Jennifer Grayson – Applied Systems
### 2584
How, When, and Why to Deploy an Admin Operations Team (2663)

Jeff Searles, CIC – Highstreet Insurance & Financial Services ### 2277781###Presenter###Director of Operations###Highstreet Insurance & Financial Services###
Presenter: Jeff Searles, CIC – Highstreet Insurance & Financial Services
### 2663
I
I Have Attached It, Now Where Is It? (2579)

Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD ### 1719246###Presenter###Director of Marketing###Carroll Insurance Agency, LTD###
Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD
### he/him/his @@@ Laura Jermyn – Applied Systems, Inc. ### 2703480###Applied Representative###Senior Manager###Applied Systems, Inc.###
Applied Representative: Laura Jermyn – Applied Systems, Inc.
### 2579
I Want It That Way: Customizing Epic Reports, Invoices, and Statement Layouts (2532)

Dave Younker – Applied Systems ### 1719419###Applied Presenter###Lead Implementation Specialist, Accounting###Applied Systems###
Applied Presenter: Dave Younker – Applied Systems
### @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Solution Services###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### 2532
Improving Your Agency’s Efficiency and Retention Using Activities (2581)

Kathryn E. Lerch – Darr Schackow Insurance Agency ### 1948952###Presenter###VP of Agency Operations###Darr Schackow Insurance Agency###
Presenter: Kathryn E. Lerch – Darr Schackow Insurance Agency
### @@@ Julie Levine (she/her/hers) – Harry Levine Insurance ### 1680277###Presenter###Vice President###Harry Levine Insurance###
Presenter: Julie Levine (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group ### 1719424###Presenter###Software Technology Trainer###Sihle Insurance Group###
Presenter: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
### she/her/hers @@@ Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers 2581
Indio and Applied Epic: Bringing the Systems Closer Together (2513)

Michael J. Bruns – Connected Commercial Lines & Indio ### 1719255###Applied Presenter###Director of Product Management###Connected Commercial Lines & Indio###
Applied Presenter: Michael J. Bruns – Connected Commercial Lines & Indio
### @@@ Chase Diwik – Applied Systems ### 2343596###Applied Representative###Sr. Director of Product Management - Commercial Lines###Applied Systems###
Applied Representative: Chase Diwik – Applied Systems
### @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Representative###Product Manager - Epic Policy Management ###Applied Systems###
Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers 2513
Insights Into Current and Future Offerings for Applied Data Lake (2619)

Sreekanth Kannepalli – Applied Systems ### 2045759###Applied Presenter###Senior Vice President, Platform###Applied Systems###
Applied Presenter: Sreekanth Kannepalli – Applied Systems
### @@@ Adaeze Ajoku – Applied Systems ### 2703484###Applied Representative###Senior Product Manager, Data Lake###Applied Systems###
Applied Representative: Adaeze Ajoku – Applied Systems
### 2619
Insurance AI in Action: Solutions Driving Results Today- Brought to you by Patra (2731)

Brett Cleveringa – Patra Corporation ### 2333306###Presenter###Vice President, Product###Patra Corporation###
Presenter: Brett Cleveringa – Patra Corporation
### @@@ Brian Smith – Patra Corporation ### 2333305###Presenter###Manager, New Business Development ###Patra Corporation ###
Presenter: Brian Smith – Patra Corporation
### 2731
Integrating Applied Book Builder Into Your Agency Workflows (2686)

Guy Brahms ### 2703490###Applied Presenter#########
Applied Presenter: Guy Brahms
### @@@ Shir Shavit ### 2703489###Applied Presenter#########
Applied Presenter: Shir Shavit
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Representative###Director###Applied Systems###
Applied Representative: Joy Jack – Applied Systems
### 2686
Introduction and Overview of Applied Epic for Salesforce (2688)

Joey Bedell – Applied Epic User ### 1719247###Presenter###Director of IT###Applied Epic User###
Presenter: Joey Bedell – Applied Epic User
### @@@ Scott Bolens ### 2703491###Applied Presenter#########
Applied Presenter: Scott Bolens
### 2688
Introduction and Overview of Applied Marketing Automation (2690)

Jennifer Grayson – Applied Systems ### 2343583###Applied Presenter###Senior Product Instructor###Applied Systems###
Applied Presenter: Jennifer Grayson – Applied Systems
### @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Glenn Wharton – Applied Systems
### 2690
Introduction to Accounting Reports (2637)

Ro Olguin – Applied Systems ### 1719325###Applied Presenter###Senior Manager, Activation Services###Applied Systems###
Applied Presenter: Ro Olguin – Applied Systems
### @@@ Laura Jermyn – Applied Systems, Inc. ### 2703480###Applied Representative###Senior Manager###Applied Systems, Inc.###
Applied Representative: Laura Jermyn – Applied Systems, Inc.
### 2637
K
Keep Applied Epic in Your Pocket with Applied Mobile (2606)

Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Alessia Filutze – Applied Systems ### 2703471###Applied Representative###Customer Implementation Specialist###Applied Systems###
Applied Representative: Alessia Filutze – Applied Systems
### 2606
L
Leveraging AI to Elevate Client Experience- Brought to you by Coverflow (2741)

Matthew Fastow ### 2722252###Presenter#########
Presenter: Matthew Fastow
### @@@ Zo Mendez – Coverflow ### 2722253###Presenter###COO###Coverflow###
Presenter: Zo Mendez – Coverflow
### 2741
M
Maintaining and Communicating Process Change in the Agency (2662)

Jarrod Schleusner – ALKEME Insurance ### 2619389###Presenter###Training Specialist###ALKEME Insurance###
Presenter: Jarrod Schleusner – ALKEME Insurance
### @@@ Amber Ruiz – Alkeme Insurance Services Inc. ### 2620117###Presenter###Training Implementation & Lead ###Alkeme Insurance Services Inc. ###
Presenter: Amber Ruiz – Alkeme Insurance Services Inc.
### 2662
Managing Benefits Carriers in Applied Epic (2598)

Laura Airis (she/her/hers) – McClone ### 2672684###Presenter###Systems Analyst###McClone###
Presenter: Laura Airis (she/her/hers) – McClone
### she/her/hers @@@ Emily Poeschl (she/her/hers) – McClone Agency, Inc. ### 2672990###Presenter###Employee Benefits Project Lead & Client Risk Analyst###McClone Agency, Inc.###
Presenter: Emily Poeschl (she/her/hers) – McClone Agency, Inc.
### she/her/hers @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Representative###Manager, Solution Specialists###Applied Systems###
Applied Representative: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers 2598
Managing Commercial Lines Renewals Across Applied Products (2516)

Heather Rahman – Applied Systems ### 2045793###Applied Presenter###Solution Consultant###Applied Systems ###
Applied Presenter: Heather Rahman – Applied Systems
### @@@ Chase Diwik – Applied Systems ### 2343596###Applied Representative###Sr. Director of Product Management - Commercial Lines###Applied Systems###
Applied Representative: Chase Diwik – Applied Systems
### @@@ Ryan Lapp – Ivans ### 1719388###Applied Representative###Product Manager, Ivans Distribution Platform###Ivans###
Applied Representative: Ryan Lapp – Ivans
### 2516
Mastering Direct Bill Commission Download in Applied Epic (2539)

Robert D. Maedgen, III – Applied Systems ### 1724415###Applied Presenter###Lead Customer Implementation Specialist###Applied Systems###
Applied Presenter: Robert D. Maedgen, III – Applied Systems
### @@@ Jeff Newman – Applied Systems ### 1761968###Applied Presenter###Sr. Customer Implementation Specialist###Applied Systems###
Applied Presenter: Jeff Newman – Applied Systems
### @@@ Stephanie McCombs – Ivans ### 2703472###Applied Representative###Agency Customer Success Manager###Ivans###
Applied Representative: Stephanie McCombs – Ivans
### 2539
Mastering Y-Account Grouping: A Step Towards Enhanced Download Management (2565)

Kerry J. Webb (she/her/hers) – Blue Ridge Risk Partners ### 2664571###Presenter###Epic Administrator###Blue Ridge Risk Partners###
Presenter: Kerry J. Webb (she/her/hers) – Blue Ridge Risk Partners
### she/her/hers @@@ Lynette Vogelsang ### 2703474###Applied Presenter#########
Applied Presenter: Lynette Vogelsang
### @@@ Stephanie McCombs – Ivans ### 2703472###Applied Presenter###Agency Customer Success Manager###Ivans###
Applied Presenter: Stephanie McCombs – Ivans
### @@@ Ashwini Velhankar (she/her/hers) – Ivans ### 2703476###Applied Representative###Sr. Product Manager###Ivans###
Applied Representative: Ashwini Velhankar (she/her/hers) – Ivans
### she/her/hers 2565
Maximizing Efficiency in Applied Epic (2571)

Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance ### 2037312###Submitter###President###Huff insurance###
Submitter: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance
### she/her/hers 2571
Maximizing Efficiency with Applied Epic Configuration: A Guide to Smart System Administration (2649)

Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc. ### 2333102###Presenter###Application Specialist###Kraus-Anderson Insurance Agency, Inc.###
Presenter: Amy Wood (she/her/hers) – Kraus-Anderson Insurance Agency, Inc.
### she/her/hers @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Representative###Senior Customer Project Lead###Applied Systems###
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers 2649
Microsoft Excel Pivot Tables (2676)

Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers 2676
Microsoft Excel Tips and Tricks for the Intermediate User (2675)

Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers 2675
N
Navigating the Emotional and Strategic Challenges of Acquisitions: A Leadership Guide to Seamless Transitions (2665)

Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services ### 2619385###Presenter###Chief Operating Officer###FBinsure - Patriot Insurance Growth Services###
Presenter: Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services
### she/her/hers 2665
Navigating the Future of Staffing: AI, Skills-Based Hiring, and Workforce Flexibility - Brought to you by WAHVE (2734)

Rick Morgan – WAHVE ### 1741326###Presenter###Sr. VP Marketing###WAHVE###
Presenter: Rick Morgan – WAHVE
### 2734
Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients (2678)

Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2678
O
Office Vibes: Elevating Everyday Spaces into Places Employees Love (2670)

Hayley M. Taylor, CIC, CISR (she/her/hers) – Construction Casualty Insurance ### 2277793###Presenter###Senior Account Manager, Team Lead###Construction Casualty Insurance###
Presenter: Hayley M. Taylor, CIC, CISR (she/her/hers) – Construction Casualty Insurance
### she/her/hers 2670
Optimizing Renewals Manager (2578)

Ingrid Smith (she/her/hers) – AssuredPartners ### 2333091###Presenter###Transformation Operations Director###AssuredPartners###
Presenter: Ingrid Smith (she/her/hers) – AssuredPartners
### she/her/hers @@@ Laura Jermyn – Applied Systems, Inc. ### 2703480###Applied Representative###Senior Manager###Applied Systems, Inc.###
Applied Representative: Laura Jermyn – Applied Systems, Inc.
### 2578
P
Pay Your Companies and Producers the Right Amount with Applied Epic Commissions Agreements (2540)

Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers @@@ Robert D. Maedgen, III – Applied Systems ### 1724415###Applied Representative###Lead Customer Implementation Specialist###Applied Systems###
Applied Representative: Robert D. Maedgen, III – Applied Systems
### 2540
Peer Insights on Implementing Applied CSR24 and MobileInsured for Personal Lines (2603)

Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers) – OTIP Group of Companies ### 1719309###Presenter###Business Implementation & Enablement Manager###OTIP Group of Companies###
Presenter: Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers) – OTIP Group of Companies
### she/her/hers @@@ Christine Thompson – OTIP Group of Companies ### 2620118###Presenter###Experience Owner###OTIP Group of Companies ###
Presenter: Christine Thompson – OTIP Group of Companies
### @@@ Lynn Covey – TRICOR Insurance ### 2037302###Presenter###Personal Lines Team Lead/Trainer###TRICOR Insurance###
Presenter: Lynn Covey – TRICOR Insurance
### @@@ Alessia Filutze – Applied Systems ### 2703471###Applied Representative###Customer Implementation Specialist###Applied Systems###
Applied Representative: Alessia Filutze – Applied Systems
### 2603
Preparing to Leverage Applied Epic Modernization from an IT Perspective (2657)

Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Presenter###Director, Product Management - Epic Workflow and Communications###Applied Systems###
Applied Presenter: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ Erica Pickens ### 2703477###Applied Representative#########
Applied Representative: Erica Pickens
### 2657
R
Real Talk with a Microsoft MVP: Microsoft 365's AI, Copilot (2740)

Adam Atwell, Microsoft MVP – Kite Technology Group ### 1680283###Presenter###Microsoft MVP, Chief Technology Officer###Kite Technology Group###
Presenter: Adam Atwell, Microsoft MVP – Kite Technology Group
### 2740
Renewals Manager: Why Are You Still Using Spreadsheets and Paper in 2025? (2580)

Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD ### 1719246###Presenter###Director of Marketing###Carroll Insurance Agency, LTD###
Presenter: Steven Bayless (he/him/his) – Carroll Insurance Agency, LTD
### he/him/his @@@ Laura Jermyn – Applied Systems, Inc. ### 2703480###Applied Representative###Senior Manager###Applied Systems, Inc.###
Applied Representative: Laura Jermyn – Applied Systems, Inc.
### 2580
Applied Epic New Features and Future Roadmap (Repeat) (2560)

Matt Lane – Applied Systems ### 2343585###Applied Presenter###Senior Vice President Product Management###Applied Systems###
Applied Presenter: Matt Lane – Applied Systems
### @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Presenter###VP, Product Management - Core Epic###Applied Systems###
Applied Presenter: Sajjad Ahmed – Applied Systems
### @@@ Catherine Shertenlieb (she/her/hers) – Applied Systems ### 1806530###Applied Presenter###Lead Solution Consultant###Applied Systems###
Applied Presenter: Catherine Shertenlieb (she/her/hers) – Applied Systems
### she/her/hers 2560
S
Reusable Utilities in Applied Epic (2622)

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Director, Application Management###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### 2622
Session brought to you by AFCO Direct (2729)

2729
Session brought to you by Fulcrum (2736)

2736
Session brought to you by Milliken (2730)

2730
Session brought to you by Quandri (2739)

2739
Shaping the Future: Help Applied Unlock the Power of AI to Revolutionize Productivity (2754)

Charles Frumerie (he/him/his) – Applied Systems ### 2343559###Applied Presenter###Principal UX Designer###Applied Systems###
Applied Presenter: Charles Frumerie (he/him/his) – Applied Systems
### he/him/his @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Presenter###VP, Product Management - Core Epic###Applied Systems###
Applied Presenter: Sajjad Ahmed – Applied Systems
### @@@ Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Representative###Director, Product Management - Epic Workflow and Communications###Applied Systems###
Applied Representative: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ Jennifer Polignoni, CIC (she/her/hers) – Applied Systems ### 2716757###Applied Representative###Solution Consultant###Applied Systems###
Applied Representative: Jennifer Polignoni, CIC (she/her/hers) – Applied Systems
### she/her/hers 2754
Small Agency Roundtable: Navigating Challenges and Sharing Solutions (2671)

Natalie J. Thompson – The Harbin Agency ### 1680253###Facilitator###Chief Operating Officer ###The Harbin Agency###
Facilitator: Natalie J. Thompson – The Harbin Agency
### @@@ Paulla Groover (she/her/hers) – The Harbin Agency, Inc. ### 2622223###Panelist###Director of Operations###The Harbin Agency, Inc.###
Panelist: Paulla Groover (she/her/hers) – The Harbin Agency, Inc.
### she/her/hers 2671
Soumission des lignes commerciales canadiennes avec Applied Epic (2750)

Karine Poirier – Applied Systems ### 2343574###Applied Presenter###Consultante senior en opération d’assurances###Applied Systems###
Applied Presenter: Karine Poirier – Applied Systems
### 2750
Step into the Future of Insurance Training with Total CSR (2732)

Ashton Volk – Total CSR ### 1743120###Presenter###Vice President of Sales###Total CSR###
Presenter: Ashton Volk – Total CSR
### 2732
Be a Better Boss! How You Manage Your Agency Matters (2673)

Sara R. Kepley, SPHR, SHRM-SCP – ProValue Insurance ### 2619393###Presenter###Chief Human Resource Officer ###ProValue Insurance###
Presenter: Sara R. Kepley, SPHR, SHRM-SCP – ProValue Insurance
### 2673
Strategies to Enhance Cybersecurity in Your Agency (2677)

Shane Lonneman – Applied Systems ### 2343605###Applied Presenter###Senior Director, Information Security###Applied Systems###
Applied Presenter: Shane Lonneman – Applied Systems
### @@@ David Gerlach – Applied Systems ### 1719284###Applied Presenter###VP GRC###Applied Systems###
Applied Presenter: David Gerlach – Applied Systems
### 2677
Strategizing for a Successful Move to Applied Epic Browser (2656)

Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his 2656
Streamlining Agency-Carrier Book Transfer Collaboration with Ivans Bookroll (2743)

Heather Prabish (she/her/hers) – Ivans ### 1719399###Applied Representative###Sr. Director, Product Management###Ivans###
Applied Representative: Heather Prabish (she/her/hers) – Ivans
### she/her/hers 2743
Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring (2557)

Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers @@@ Jennifer Tindall – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialist###Applied Systems###
Applied Representative: Jennifer Tindall – Applied Systems
### 2557
T
Tactical Strategies for Data Excellence in Applied Epic (2635)

Lauren Calhoun (she/her/hers) – Heffernan Insurance Brokers ### 2619379###Presenter###Senior Corporate Trainer###Heffernan Insurance Brokers###
Presenter: Lauren Calhoun (she/her/hers) – Heffernan Insurance Brokers
### she/her/hers @@@ Kelly Sprague (she/her/hers) – Heffernan Group ### 2333098###Presenter###Vice President, Systems Support###Heffernan Group###
Presenter: Kelly Sprague (she/her/hers) – Heffernan Group
### she/her/hers @@@ Joy Jack – Applied Systems ### 1719383###Applied Representative###Director###Applied Systems###
Applied Representative: Joy Jack – Applied Systems
### 2635
The Basics of Internal Certificate Management in Applied CSR24 (2609)

Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Presenter###Product Instructor###Applied Systems###
Applied Presenter: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his @@@ Matt Duggan – Applied Systems ### 1719275###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Matt Duggan – Applied Systems
### 2609
The Policyholder's Digital Roundtrip in Action (2613)

Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services ### 1719336###Presenter###Corporate Trainer###Hotaling Insurance Services###
Presenter: Jennifer A. Raymond, Hotaling (she/her/hers) – Hotaling Insurance Services
### she/her/hers @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers 2613
The Renewal and New Business Process in Applied Epic: A Thorough Workflow for All Stages (2577)

Jayme L. Moreno, AVP – Alliant Insurance Services ### 1680240###Presenter###AVP, Learning & Development Partner###Alliant Insurance Services###
Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services
### @@@ Cj Webberley – Alliant Insurance Services, Inc. ### 1719355###Presenter###First Vice President, Compliance Manager###Alliant Insurance Services, Inc.###
Presenter: Cj Webberley – Alliant Insurance Services, Inc.
### @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Glenn Wharton – Applied Systems
### 2577
Time Management and Block Scheduling (2679)

Karadee Dunbar, CISR – Alliant Insurance ### 2664572###Presenter###Training Specialist###Alliant Insurance###
Presenter: Karadee Dunbar, CISR – Alliant Insurance
### @@@ Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance ### 2037312###Presenter###President###Huff insurance###
Presenter: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance
### she/her/hers 2679
Tips and Tricks for Using Applied Rating Services (2508)

Sue Bernard – HSM Insurance ### 2654338###Presenter###Operations Manager###HSM Insurance###
Presenter: Sue Bernard – HSM Insurance
### @@@ Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Presenter###Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Presenter: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers @@@ Lindsay Stradeski (she/her/hers) – Applied Systems ### 1719409###Applied Representative###Principal Product Manager###Applied Systems###
Applied Representative: Lindsay Stradeski (she/her/hers) – Applied Systems
### she/her/hers 2508
Transforming Benefits Commission Recording with AI-Powered Automated Statements (2546)

Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Presenter###VP Product Management & Development###Applied Systems###
Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
### he/him/his @@@ Chase Petrey – Applied Systems ### 2119284###Applied Presenter######Applied Systems###
Applied Presenter: Chase Petrey – Applied Systems
### @@@ Toolkia Kashyap (she/her/hers) – Applied Systems ### 2343567###Applied Representative###Senior Director Product Management###Applied Systems###
Applied Representative: Toolkia Kashyap (she/her/hers) – Applied Systems
### she/her/hers @@@ Scott Ingram – Applied Systems ### 1719293###Applied Representative###Product Manager - Interface###Applied Systems###
Applied Representative: Scott Ingram – Applied Systems
### 2546
Transforming Benefits Data Into Actionable Intelligence (2600)

Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Presenter###Manager, Solution Specialists###Applied Systems###
Applied Presenter: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Representative###Senior Customer Project Lead###Applied Systems###
Applied Representative: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers 2600
Transforming P&C Agency Bill Carrier Payables Reconciliation with AI-Powered Automated Statements (2547)

Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Presenter###VP Product Management & Development###Applied Systems###
Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
### he/him/his @@@ Chase Petrey – Applied Systems ### 2119284###Applied Presenter######Applied Systems###
Applied Presenter: Chase Petrey – Applied Systems
### @@@ Scott Ingram – Applied Systems ### 1719293###Applied Representative###Product Manager - Interface###Applied Systems###
Applied Representative: Scott Ingram – Applied Systems
### 2547
Transitioning Certificate Processing from Applied Epic to Applied CSR24 (2608)

Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Matt Duggan – Applied Systems ### 1719275###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Matt Duggan – Applied Systems
### 2608
U
Understanding and Balancing Financial Reports (2550)

Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting###
Presenter: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
### she/her/hers @@@ Jennifer Grayson – Applied Systems ### 2343583###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Jennifer Grayson – Applied Systems
### 2550
Unlock Applied Epic's Interface Potential: A Complete Guide to Company Interface Configuration (2553)

Amy Boudinot ### 2664565###Presenter#########
Presenter: Amy Boudinot
### @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers @@@ Jennifer Grayson – Applied Systems ### 2343583###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Jennifer Grayson – Applied Systems
### 2553
Unlock the Lockbox! Applied Pay's New Integrated Lockbox Capability (2536)

Amy Dermody – Applied Systems ### 2045756###Applied Presenter###Director of Product - Applied Pay###Applied Systems###
Applied Presenter: Amy Dermody – Applied Systems
### @@@ Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Representative###VP Product Management & Development###Applied Systems###
Applied Representative: Nash Qadri (he/him/his) – Applied Systems
### he/him/his 2536
Unlocking Insights: Benefits Roundtable Discussion (2590)

Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Moderator###Manager, Solution Specialists###Applied Systems###
Applied Moderator: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ Dan Morrill (he/him/his) – Applied Systems ### 1719318###Applied Representative###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Representative: Dan Morrill (he/him/his) – Applied Systems
### he/him/his @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Representative###Lead Business Consultant###Applied Systems###
Applied Representative: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: JC Mahan (he/him/his) – Applied Systems
### he/him/his @@@ Tom Lind – Applied Systems ### 1719305###Applied Representative###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Representative: Tom Lind – Applied Systems
### 2590
Unlocking Insights: Commercial Lines Carrier Submissions Discussion (2519)

Michael J. Bruns – Connected Commercial Lines & Indio ### 1719255###Applied Presenter###Director of Product Management###Connected Commercial Lines & Indio###
Applied Presenter: Michael J. Bruns – Connected Commercial Lines & Indio
### @@@ Chase Diwik – Applied Systems ### 2343596###Applied Presenter###Sr. Director of Product Management - Commercial Lines###Applied Systems###
Applied Presenter: Chase Diwik – Applied Systems
### @@@ Ephie Risho (he/him/his) – Applied Systems ### 2343589###Applied Representative###Director, UX###Applied Systems###
Applied Representative: Ephie Risho (he/him/his) – Applied Systems
### he/him/his @@@ Ryan Lapp – Ivans ### 1719388###Applied Representative###Product Manager, Ivans Distribution Platform###Ivans###
Applied Representative: Ryan Lapp – Ivans
### @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Representative###Product Manager - Epic Policy Management ###Applied Systems###
Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers 2519
Unlocking the Value of Applied Pay for Your Agency and Insureds (2537)

Chase Petrey – Applied Systems ### 2119284###Applied Presenter######Applied Systems###
Applied Presenter: Chase Petrey – Applied Systems
### @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Customer Success###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his @@@ Robert D. Maedgen, III – Applied Systems ### 1724415###Applied Representative###Lead Customer Implementation Specialist###Applied Systems###
Applied Representative: Robert D. Maedgen, III – Applied Systems
### @@@ Jeff Newman – Applied Systems ### 1761968###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Jeff Newman – Applied Systems
### 2537
Unlocking the Value of Applied Pay for Your Agency and Insureds (Repeat) (2538)

Chase Petrey – Applied Systems ### 2119284###Applied Presenter######Applied Systems###
Applied Presenter: Chase Petrey – Applied Systems
### @@@ Dave Stevens (he/him/his) – Applied Systems ### 2119286###Applied Presenter###VP of Customer Success###Applied Systems###
Applied Presenter: Dave Stevens (he/him/his) – Applied Systems
### he/him/his @@@ Robert D. Maedgen, III – Applied Systems ### 1724415###Applied Representative###Lead Customer Implementation Specialist###Applied Systems###
Applied Representative: Robert D. Maedgen, III – Applied Systems
### @@@ Jeff Newman – Applied Systems ### 1761968###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Jeff Newman – Applied Systems
### 2538
Using Applied Epic Forms to Streamline Canadian Commercial Lines Servicing (2567)

Sarah Caruso (she/her/hers) – Applied Systems ### 1719258###Applied Presenter###Lead Product Instructor, Activation Services###Applied Systems###
Applied Presenter: Sarah Caruso (she/her/hers) – Applied Systems
### she/her/hers @@@ Jackie Hacala – Applied Systems ### 2343575###Applied Representative###Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala – Applied Systems
### 2567
Using Applied Epic's Internationalization Feature to Serve Clients in English and French (2504)

Marie Habib (she/her/hers) – LMBF Insurance ### 2133405###Presenter###VP IT Business Solutions ###LMBF Insurance ###
Presenter: Marie Habib (she/her/hers) – LMBF Insurance
### she/her/hers @@@ Sarah Caruso (she/her/hers) – Applied Systems ### 1719258###Applied Presenter###Lead Product Instructor, Activation Services###Applied Systems###
Applied Presenter: Sarah Caruso (she/her/hers) – Applied Systems
### she/her/hers @@@ Jackie Hacala – Applied Systems ### 2343575###Applied Representative###Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala – Applied Systems
### 2504
Using Epic Dashboards to Enhance Master Marketing Submissions (2521)

Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his @@@ Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Representative###Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Representative: Amanda Herlehy (she/her/hers) – Applied Systems
### she/her/hers 2521
Using Indio to Drive Renewals and Win New Business (2682)

Erika Roys (she/her/hers) – Inszone Insurance Services ### 2333100###Presenter###AZ & NV Vice President###Inszone Insurance Services###
Presenter: Erika Roys (she/her/hers) – Inszone Insurance Services
### she/her/hers @@@ Linda Bendele – Applied Systems ### 1719445###Applied Representative###Solution Specialist - Adoption Services###Applied Systems###
Applied Representative: Linda Bendele – Applied Systems
### 2682
Using Marketing Options Within Applied Epic Reports (2643)

Kathryn E. Lerch – Darr Schackow Insurance Agency ### 1948952###Presenter###VP of Agency Operations###Darr Schackow Insurance Agency###
Presenter: Kathryn E. Lerch – Darr Schackow Insurance Agency
### @@@ Julie Levine (she/her/hers) – Harry Levine Insurance ### 1680277###Presenter###Vice President###Harry Levine Insurance###
Presenter: Julie Levine (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group ### 1719424###Presenter###Software Technology Trainer###Sihle Insurance Group###
Presenter: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
### she/her/hers @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Representative###Senior Product Instructor###Applied Systems###
Applied Representative: Glenn Wharton – Applied Systems
### 2643
Using the Budget Tool in Applied Epic (2531)

Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Presenter###Lead Business Consultant###Applied Systems###
Applied Presenter: Larry Klutzke CPA CIC – Applied Systems
### @@@ Laura Jermyn – Applied Systems, Inc. ### 2703480###Applied Representative###Senior Manager###Applied Systems, Inc.###
Applied Representative: Laura Jermyn – Applied Systems, Inc.
### 2531
Utilisation de la fonction d'internationalisation d'Applied Epic pour servir les clients en anglais et en français (2749)

Karine Poirier – Applied Systems ### 2343574###Applied Presenter###Consultante senior en opération d’assurances###Applied Systems###
Applied Presenter: Karine Poirier – Applied Systems
### 2749
Utilisation des formulaires d’Applied Epic pour rationaliser les services d'assurance commerciale au Canada (2751)

Karine Poirier – Applied Systems ### 2343574###Applied Presenter###Consultante senior en opération d’assurances###Applied Systems###
Applied Presenter: Karine Poirier – Applied Systems
### 2751
W
What's New and What's Next for Financial Management with Applied (2528)

Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Presenter###VP Product Management & Development###Applied Systems###
Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
### he/him/his @@@ Amy Dermody – Applied Systems ### 2045756###Applied Representative###Director of Product - Applied Pay###Applied Systems###
Applied Representative: Amy Dermody – Applied Systems
### @@@ Scott Ingram – Applied Systems ### 1719293###Applied Representative###Product Manager - Interface###Applied Systems###
Applied Representative: Scott Ingram – Applied Systems
### 2528
What's New and What's Next for Financial Management with Applied (Repeat) (2529)

Nash Qadri (he/him/his) – Applied Systems ### 2045773###Applied Presenter###VP Product Management & Development###Applied Systems###
Applied Presenter: Nash Qadri (he/him/his) – Applied Systems
### he/him/his @@@ Amy Dermody – Applied Systems ### 2045756###Applied Representative###Director of Product - Applied Pay###Applied Systems###
Applied Representative: Amy Dermody – Applied Systems
### @@@ Prasidh Bhajiawala (he/him/his) – Applied Pay ### 2392435###Applied Representative###Lead Product Manager - Premium Finance###Applied Pay###
Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Pay
### he/him/his 2529
What’s New and What’s Next in Applied Benefits Solutions (2591)

Dan Morrill (he/him/his) – Applied Systems ### 1719318###Applied Presenter###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Presenter: Dan Morrill (he/him/his) – Applied Systems
### he/him/his @@@ Tom Lind – Applied Systems ### 1719305###Applied Presenter###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Presenter: Tom Lind – Applied Systems
### @@@ Toolkia Kashyap (she/her/hers) – Applied Systems ### 2343567###Applied Presenter###Senior Director Product Management###Applied Systems###
Applied Presenter: Toolkia Kashyap (she/her/hers) – Applied Systems
### she/her/hers @@@ Tammi Shapiro ### 2703481###Applied Presenter#########
Applied Presenter: Tammi Shapiro
### 2591
What's New and What's Next in Applied CSR24 and Applied Mobile (2605)

Tom Ives – Applied Systems ### 1680264###Applied Presenter###Dir. Product Management###Applied Systems###
Applied Presenter: Tom Ives – Applied Systems
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Matt Duggan – Applied Systems
### 2605
What's New and What's Next in Applied Epic Forms for Canadian Brokers (2563)

Bala Acharya V. Kanumuri – Applied Systems ### 2343565###Applied Presenter###Director, Product Management###Applied Systems###
Applied Presenter: Bala Acharya V. Kanumuri – Applied Systems
### @@@ Michael Cronin (he/him/his) – Applied Systems ### 2343599###Applied Presenter###Lead Product Manager###Applied Systems###
Applied Presenter: Michael Cronin (he/him/his) – Applied Systems
### he/him/his @@@ Debbie Kurd (she/her/hers) – Applied Systems ### 2343558###Applied Representative###Senior Manager, Solution Services###Applied Systems###
Applied Representative: Debbie Kurd (she/her/hers) – Applied Systems
### she/her/hers @@@ Danielle Fiola Robles (she/her/hers) – Applied Systems ### 2343595###Applied Representative###Director, Product Management###Applied Systems###
Applied Representative: Danielle Fiola Robles (she/her/hers) – Applied Systems
### she/her/hers @@@ Chase Diwik – Applied Systems ### 2343596###Applied Representative###Sr. Director of Product Management - Commercial Lines###Applied Systems###
Applied Representative: Chase Diwik – Applied Systems
### @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Representative###Product Manager - Epic Policy Management ###Applied Systems###
Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers @@@ Josh Moore (he/him/his) – Applied Systems ### 1719395###Applied Representative###Product Manager, Epic Personal Lines Rating###Applied Systems###
Applied Representative: Josh Moore (he/him/his) – Applied Systems
### he/him/his 2563
What's New and What's Next in Personal Lines Rating (2514)

Rachel Naylor – Applied Systems ### 2703468###Applied Presenter###Product Manager###Applied Systems###
Applied Presenter: Rachel Naylor – Applied Systems
### @@@ Ashok Reddy – Applied Systems ### 1719402###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Ashok Reddy – Applied Systems
### @@@ Steve Jentzsch (he/him/his) – EZLynx ### 2703494###Applied Representative###Senior Associate Product Manager###EZLynx###
Applied Representative: Steve Jentzsch (he/him/his) – EZLynx
### he/him/his 2514
What's New and What's Next in Sales and Marketing (2693)

Matt Lane – Applied Systems ### 2343585###Applied Presenter###Senior Vice President Product Management###Applied Systems###
Applied Presenter: Matt Lane – Applied Systems
### @@@ Jen Carsen (she/her/hers) – Applied Systems ### 1719370###Applied Representative###Manager, Content Management###Applied Systems###
Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers 2693
What's New in Canadian Commercial Lines Quoting in Applied Epic (2506)

Danielle Fiola Robles (she/her/hers) – Applied Systems ### 2343595###Applied Presenter###Director, Product Management###Applied Systems###
Applied Presenter: Danielle Fiola Robles (she/her/hers) – Applied Systems
### she/her/hers @@@ William Ma – Applied Systems ### 1719311###Applied Representative###VP of Product Management and Innovation###Applied Systems###
Applied Representative: William Ma – Applied Systems
### 2506
What's New in Canadian Personal Lines (2505)

Deidre Kopitonchuk – Applied Systems ### 2343597###Applied Presenter###Director, Product Management###Applied Systems###
Applied Presenter: Deidre Kopitonchuk – Applied Systems
### @@@ Lindsay Stradeski (she/her/hers) – Applied Systems ### 1719409###Applied Presenter###Principal Product Manager###Applied Systems###
Applied Presenter: Lindsay Stradeski (she/her/hers) – Applied Systems
### she/her/hers 2505
White-Glove Custom Forms and PolicyWorks Conversion for Canadian Commercial Lines Brokers (2564)

Debbie Kurd (she/her/hers) – Applied Systems ### 2343558###Applied Presenter###Senior Manager, Solution Services###Applied Systems###
Applied Presenter: Debbie Kurd (she/her/hers) – Applied Systems
### she/her/hers @@@ Josh Moore (he/him/his) – Applied Systems ### 1719395###Applied Presenter###Product Manager, Epic Personal Lines Rating###Applied Systems###
Applied Presenter: Josh Moore (he/him/his) – Applied Systems
### he/him/his @@@ Michael Cronin (he/him/his) – Applied Systems ### 2343599###Applied Representative###Lead Product Manager###Applied Systems###
Applied Representative: Michael Cronin (he/him/his) – Applied Systems
### he/him/his @@@ Chase Diwik – Applied Systems ### 2343596###Applied Representative###Sr. Director of Product Management - Commercial Lines###Applied Systems###
Applied Representative: Chase Diwik – Applied Systems
### @@@ Danielle Fiola Robles (she/her/hers) – Applied Systems ### 2343595###Applied Representative###Director, Product Management###Applied Systems###
Applied Representative: Danielle Fiola Robles (she/her/hers) – Applied Systems
### she/her/hers @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Representative###Product Manager - Epic Policy Management ###Applied Systems###
Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers @@@ Bala Acharya V. Kanumuri – Applied Systems ### 2343565###Applied Representative###Director, Product Management###Applied Systems###
Applied Representative: Bala Acharya V. Kanumuri – Applied Systems
### 2564
Expert Panel: How to Audit and Optimize Your Service Processes (2661)

Rachel Johnson – CRS Insurance Brokerage ### 2719998###Panelist###Agency Systems Manager###CRS Insurance Brokerage###
Panelist: Rachel Johnson – CRS Insurance Brokerage
### @@@ Jarrod Schleusner – ALKEME Insurance ### 2619389###Panelist###Training Specialist###ALKEME Insurance###
Panelist: Jarrod Schleusner – ALKEME Insurance
### 2661
Workflow Wizardry: Mastering Activities and Tasks in Applied Epic (2582)

Hayley M. Taylor, CIC, CISR (she/her/hers) – Construction Casualty Insurance ### 2277793###Presenter###Senior Account Manager, Team Lead###Construction Casualty Insurance###
Presenter: Hayley M. Taylor, CIC, CISR (she/her/hers) – Construction Casualty Insurance
### she/her/hers @@@ Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Representative###Product Instructor###Applied Systems###
Applied Representative: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers 2582