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

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
A Problem-and-Solution Approach to Homeowners Insurance (2 CE hours) (CE2)
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CE2
ABCs of Applied Benefits Designer (2594)
Favorite

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 – Applied Systems ### 1719318###Applied Representative###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Representative: Dan Morrill – Applied Systems
### 2594
Accelerating Your Growth with Applied Benefits Solutions (2738)
Favorite

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 – Applied Systems ### 2703481###Applied Presenter######Applied Systems###
Applied Presenter: Tammi Shapiro – Applied Systems
### @@@ John Woods ### 2722508###Presenter#########
Presenter: John Woods
### 2738
Adapting to Change: What’s Next After Shifting Away from Traditional Account Manager Roles? (2659)
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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)
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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)
Favorite

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: Deep Dive on Policy-Level Transactions - Part 2 (2549)
Favorite

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
Agency Billing for Non-Accountants: Data Entry Standards for Policies and Transactions - Part 1 (2586)
Favorite

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
An Account Manager's Use of Applied Products to Streamline Renewals (2607)
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Jennifer A. Raymond (she/her/hers) – Applied Systems ### 1719336###Applied Presenter###Solutions Consultant###Applied Systems###
Applied Presenter: Jennifer A. Raymond (she/her/hers) – Applied Systems
### she/her/hers @@@ 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 2607
An Agency's Journey on Data Quality and Transformation (2636)
Favorite

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 Solutions Leader###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)
Favorite

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
### @@@ Frank Smith – Applied Systems ### 1773583###Applied Representative###Sr. Manager, Product Management###Applied Systems###
Applied Representative: Frank Smith – Applied Systems
### 2616
Applied API Suite: Use Case Spotlight (2617)
Favorite

Frank Smith – Applied Systems ### 1773583###Applied Presenter###Sr. Manager, Product Management###Applied Systems###
Applied Presenter: Frank Smith – Applied Systems
### 2617
Applied Book Builder: Unlock Account Rounding Revenue with AI (2685)
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Guy Brahms (he/him/his) – Applied Systems (Planck) ### 2703490###Applied Presenter###Director of Product Management###Applied Systems (Planck)###
Applied Presenter: Guy Brahms (he/him/his) – Applied Systems (Planck)
### he/him/his @@@ Shir Shavit – Applied Systems ### 2703489###Applied Presenter###Customer Success Lead - AI&Data Products###Applied Systems###
Applied Presenter: Shir Shavit – Applied Systems
### @@@ 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 @@@ James Ramsey – Applied Systems ### 2703486###Applied Representative###Program Education Manager###Applied Systems###
Applied Representative: James Ramsey – Applied Systems
### @@@ Or Steiner ### 2794560###Applied Representative#########
Applied Representative: Or Steiner
### 2685
Applied Epic Accounting Tips and Tricks (2542)
Favorite

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 and Microsoft Word: Advanced Features for Custom Templates and Proposals (2644)
Favorite

Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Presenter###Lead Product Instructor, Onboarding & Success Services###Applied Systems Canada###
Applied Presenter: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers @@@ Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialist###Applied Systems###
Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers 2644
Applied Epic Bridge: Meet the New Outlook Add-In (2558)
Favorite

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 – Applied Systems ### 2703477###Applied Representative###Sr Product Operations Manager###Applied Systems###
Applied Representative: Erica Pickens – Applied Systems
### 2558
Applied Epic Invoicing: It's More than Just a One-Time Premium (2576)
Favorite

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)
Favorite

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)
Favorite

Joy Jack – Applied Systems ### 1719383###Applied Moderator###Director###Applied Systems###
Applied Moderator: Joy Jack – Applied Systems
### @@@ 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 2638
Auditing Employees Using Applied Epic Reports (2639)
Favorite

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)
Favorite

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Lead Product Manager - Premium Finance###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### 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)
Favorite

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Lead Product Manager - Premium Finance###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### 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)
Favorite

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Lead Product Manager - Premium Finance###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### 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
Back to the Future: Revolutionizing the Personal Lines Experience with AI - Brought to you by Quandri (2739)
Favorite

Jackson Fregeau – Quandri ### 2445893###Presenter###CEO###Quandri###
Presenter: Jackson Fregeau – Quandri
### @@@ Jamieson Fregeau ### 2445894###Presenter#########
Presenter: Jamieson Fregeau
### 2739
Becoming an Exceptional Workplace: The Impact of Employee Voice (2753)
Favorite

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 2753
Becoming More Efficient with Applied Epic Master Marketing Submissions (2522)
Favorite

Micah J. Bean – Applied Systems ### 2703470###Applied Presenter###Sr. Product Instructor###Applied Systems###
Applied Presenter: Micah J. Bean – Applied Systems
### @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Representative###Director, Product Management - Epic Policy & Interface###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)
Favorite

Lisa Baltruczak – Acrisure LLC ### 2619387###Presenter###Epic Security Manager###Acrisure LLC###
Presenter: Lisa Baltruczak – Acrisure LLC
### @@@ 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)
Favorite

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)
Favorite

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)
Favorite

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###Senior 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)
Favorite

Steve So – Applied Systems ### 2343600###Applied Presenter###Strategic Product 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)
Favorite

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)
Favorite

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)
Favorite

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###Senior 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)
Favorite

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)
Favorite

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)
Favorite

Steve Whitelaw – Applied Systems ### 1730334###Applied Presenter###Senior Vice President & General Manager, Canada###Applied Systems###
Applied Presenter: Steve Whitelaw – Applied Systems
### 2566
Change Management, Inclusive Leadership, and Building an Emotionally Resilient Team (2664)
Favorite

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)
Favorite

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)
Favorite

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 – Alliant Insurance Services, Inc. ### 2622711###Presenter######Alliant Insurance Services, Inc.###
Presenter: Kristin Arano – Alliant Insurance Services, Inc.
### @@@ Micah J. Bean – Applied Systems ### 2703470###Applied Representative###Sr. Product Instructor###Applied Systems###
Applied Representative: Micah J. Bean – Applied Systems
### 2575
Configurations for a User-Friendly Applied Epic and Applied CSR24 (2602)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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 ### 2722094###Applied Presenter###Director, Solution Consulting###Applied Systems###
Applied Presenter: Sarah MacKinnon (she/her/hers) – Applied Systems
### she/her/hers 2744
Discover the Power of Client Contracts in Boosting Your Organization's Success (2554)
Favorite

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 ### 2703470###Applied Presenter###Sr. Product Instructor###Applied Systems###
Applied Presenter: Micah J. Bean – Applied Systems
### 2554
Discovering What Happens with Applied Epic Accounting Transactions "Behind the Curtain" (2543)
Favorite

Ro Olguin – Applied Systems ### 1719325###Applied Presenter###Senior Manager, Onboarding & Success 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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Moderator###Founder / President###Kite Tech Group###
Moderator: 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)
Favorite

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

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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

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)
Favorite

James Ramsey – Applied Systems ### 2703486###Applied Presenter###Program Education Manager###Applied Systems###
Applied Presenter: James Ramsey – Applied Systems
### @@@ Shir Shavit – Applied Systems ### 2703489###Applied Representative###Customer Success Lead - AI&Data Products###Applied Systems###
Applied Representative: Shir Shavit – Applied Systems
### 2625
Epic Dashboards Overview (2633)
Favorite

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 – Applied Systems ### 2703489###Applied Representative###Customer Success Lead - AI&Data Products###Applied Systems###
Applied Representative: Shir Shavit – Applied Systems
### 2633
Epic Dashboards Roadmap (2627)
Favorite

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)
Favorite

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 (she/her/hers) – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialist###Applied Systems###
Applied Representative: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers 2628
Hands-on Lab: Expanding Your SET Command Skills in Microsoft Word (2654)
Favorite

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

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 – Applied Systems ### 2703489###Applied Moderator###Customer Success Lead - AI&Data Products###Applied Systems###
Applied Moderator: Shir Shavit – Applied Systems
### 2629
Expert Panel: Agency and Carrier Experiences Using Comparative Raters for Small Commercial Business (2515)
Favorite

Ryan Lapp – Ivans ### 1719388###Applied Moderator###Product Manager, Ivans Distribution Platform###Ivans###
Applied Moderator: Ryan Lapp – Ivans
### @@@ Brian D. Bartosh – Spire America Holdings, Inc. ### 1719245###Panelist###President###Spire America Holdings, Inc.###
Panelist: Brian D. Bartosh – Spire America Holdings, Inc.
### @@@ 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 @@@ 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
### @@@ Maggie Mulligan – Applied Systems ### 2709732###Applied Representative###Digital Customer Success Manager###Applied Systems###
Applied Representative: Maggie Mulligan – Applied Systems
### 2515
Expert Panel: Applied Pay Best Practices (2545)
Favorite

Heather Shockley – Applied Systems ### 2703473###Applied Moderator######Applied Systems###
Applied Moderator: Heather Shockley – Applied Systems
### @@@ 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 Pay ### 2045756###Applied Representative###Lead Product Manager ###Applied Pay ###
Applied Representative: Amy Dermody – Applied Pay
### @@@ Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Representative###Lead Product Manager - Premium Finance###Applied Systems###
Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his 2545
Expert Panel: Ask the Indio Experts (2525)

Favorite

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###Strategic Product Advisor###Applied Systems###
Applied Representative: Steve So – Applied Systems
### 2525
Expert Panel: Catching and Resolving Applied Epic Accounting Errors (2526)
Favorite

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 @@@ Denise Kinman (she/her/hers) – Specialty Risk Insurance & White Oak Exchange ### 2781311###Panelist###Chief Financial Officer ###Specialty Risk Insurance & White Oak Exchange ###
Panelist: Denise Kinman (she/her/hers) – Specialty Risk Insurance & White Oak Exchange
### she/her/hers @@@ 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)
Favorite

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)
Favorite

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)
Favorite

Ro Olguin – Applied Systems ### 1719325###Applied Moderator###Senior Manager, Onboarding & Success Services###Applied Systems###
Applied Moderator: Ro Olguin – Applied Systems
### @@@ 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 @@@ Michael Seeling – Aparicio, Walker & Seeling inc ### 2333412###Panelist###Vice President###Aparicio, Walker & Seeling inc###
Panelist: Michael Seeling – Aparicio, Walker & Seeling inc
### @@@ Ashley Underwood (she/her/hers) – NBT Insurance Agency, LLC ### 2392053###Panelist###AVP Director of Commercial Insurance Sales###NBT Insurance Agency, LLC###
Panelist: Ashley Underwood (she/her/hers) – NBT Insurance Agency, LLC
### 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 2595
Expert Panel: Download Tips for Applied Epic (2583)
Favorite

Jordan Trapp (she/her/hers) – Applied Systems ### 2771076###Applied Moderator###Lead Product Instructor###Applied Systems###
Applied Moderator: Jordan Trapp (she/her/hers) – Applied Systems
### she/her/hers @@@ 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 @@@ Lisa M. Sheely – Acrisure LLC ### 2037319###Panelist###Manager - Application Management###Acrisure LLC###
Panelist: Lisa M. Sheely – Acrisure LLC
### 2583
Expert Panel: Essentials of Cybersecurity and Regulatory Compliance (2646)
Favorite

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 ### 2703487###Applied Moderator###Assistant General Counsel###Applied Systems###
Applied Moderator: Lauren Kingston – Applied Systems
### 2646
Expert Panel: How Agencies Use Epic Quotes to Win Personal Lines Business (2523)
Favorite

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)
Favorite

Chris Borgmeyer – Applied Systems ### 2343676###Applied Moderator###SVP, CX Services###Applied Systems###
Applied Moderator: Chris Borgmeyer – Applied Systems
### @@@ 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 @@@ 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)
Favorite

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 @@@ 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 @@@ Quincy Atwood ### 2759426###Panelist#########
Panelist: Quincy Atwood
### @@@ Ro Olguin – Applied Systems ### 1719325###Applied Moderator###Senior Manager, Onboarding & Success Services###Applied Systems###
Applied Moderator: Ro Olguin – Applied Systems
### 2683
Expert Panel: Interact with Applied AI Specialists (2742)
Favorite

Guy Brahms (he/him/his) – Applied Systems (Planck) ### 2703490###Applied Presenter###Director of Product Management###Applied Systems (Planck)###
Applied Presenter: Guy Brahms (he/him/his) – Applied Systems (Planck)
### he/him/his @@@ Don Thomas – Applied Systems ### 1806532###Applied Presenter######Applied Systems###
Applied Presenter: Don Thomas – Applied Systems
### @@@ 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 – Applied Systems ### 2703477###Applied Representative###Sr Product Operations Manager###Applied Systems###
Applied Representative: Erica Pickens – Applied Systems
### @@@ 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)
Favorite

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)
Favorite

Amy Boudinot ### 2664565###Panelist#########
Panelist: Amy Boudinot
### @@@ Kristi L. Metsch – The Cincinnati Insurance Companies ### 2619392###Panelist###Agency Technology Liaison###The Cincinnati Insurance Companies###
Panelist: Kristi L. Metsch – The Cincinnati Insurance Companies
### @@@ 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 @@@ Presenter TBA ### 1719411###Applied Moderator#########
Applied Moderator: Presenter TBA
### @@@ Lynnette Vogelsang – Ivans ### 2703474###Applied Representative###Agency Customer Success Manager###Ivans###
Applied Representative: Lynnette Vogelsang – Ivans
### 2647
Expert Panel: Navigating AI in the Insurance Industry (2650)
Favorite

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 ### 2703487###Applied Moderator###Assistant General Counsel###Applied Systems###
Applied Moderator: Lauren Kingston – Applied Systems
### @@@ Erica Pickens – Applied Systems ### 2703477###Applied Representative###Sr Product Operations Manager###Applied Systems###
Applied Representative: Erica Pickens – Applied Systems
### 2650
Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement (2614)
Favorite

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)
Favorite

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)
Favorite

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, CX Services###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)
Favorite

Jen Carsen (she/her/hers) – Applied Systems ### 1719370###Applied Moderator###Senior 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 @@@ Angelina Spinelli (she/her/hers) – Hilton Head Insurance & Brokerage ### 2754007###Panelist###Marketing & Advertising Manager###Hilton Head Insurance & Brokerage###
Panelist: Angelina Spinelli (she/her/hers) – Hilton Head Insurance & Brokerage
### she/her/hers @@@ Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc. ### 1719341###Panelist###Executive Vice President-Technology and Strategy###Morrow Insurance Agency, Inc.###
Panelist: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
### he/him/his 2691
Expert Panel: Strategies for Maintaining and Managing Data Quality (2634)
Favorite

Amy Boudinot ### 2664565###Panelist#########
Panelist: Amy Boudinot
### @@@ Jason Hoeppner – NavSav ### 2333104###Panelist###SVP of Systems & Integrations###NavSav###
Panelist: Jason Hoeppner – NavSav
### @@@ Dana Krebs – Hylant ### 2757077###Panelist###Sr Mgr, Operational Excellence & Innovation###Hylant###
Panelist: Dana Krebs – Hylant
### @@@ 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: The Future of Insurance: Technology, Transformation, and the Road Ahead (2761)
Favorite

Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Moderator###Founder / President###Kite Tech Group###
Moderator: Jeff Kite, Kite Tech Group – Kite Tech Group
### @@@ Francisco Lopes ### 2780398###Panelist#########
Panelist: Francisco Lopes
### @@@ Arjun Mangla ### 2759763###Panelist#########
Panelist: Arjun Mangla
### @@@ Mark Rogers – vBots ### 2780397###Panelist###Chief Revenue Officer (CRO)###vBots###
Panelist: Mark Rogers – vBots
### 2761
Expert Panel: Tools and Policies to Build a Cybersecurity Culture (2651)
Favorite

David Gerlach – Applied Systems ### 1719284###Applied Moderator###VP GRC###Applied Systems###
Applied Moderator: David Gerlach – Applied Systems
### @@@ Jessica Klipphahn – Willis Towers Watson ### 2752099###Panelist###Head of North America Middle Market Cyber/E&O###Willis Towers Watson###
Panelist: Jessica Klipphahn – Willis Towers Watson
### @@@ Dan Law – HSB - Hartford Steam Boiler ### 2771078###Panelist###Head of Cyber Practice###HSB - Hartford Steam Boiler###
Panelist: Dan Law – HSB - Hartford Steam Boiler
### @@@ Nick Oliver – Redbird Security ### 2752100###Panelist###President###Redbird Security###
Panelist: Nick Oliver – Redbird Security
### @@@ Beth Wiebe – Cornerstone Insurance Services Incorporated ### 2758283###Panelist###Director of Operations###Cornerstone Insurance Services Incorporated###
Panelist: Beth Wiebe – Cornerstone Insurance Services Incorporated
### 2651
Expert Panel: Unveiling the Power of E-Servicing Real-Time Transactions for Enhancing Team Efficiencies (2556)
Favorite

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 (he/him/his) – JMG Insurance ### 2671787###Panelist###Chief Operations Officer ###JMG Insurance ###
Panelist: Ed Alberico (he/him/his) – JMG Insurance
### he/him/his @@@ 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)
Favorite

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)
Favorite

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, Inc. ### 1680240###Panelist###AVP, Learning & Development Partner###Alliant Insurance Services, Inc.###
Panelist: Jayme L. Moreno, AVP – Alliant Insurance Services, Inc.
### @@@ 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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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 – EZLynx ### 2709733###Applied Moderator###Subject Matter Expert###EZLynx###
Applied Moderator: Stacey Eickhorst – EZLynx
### 2711
EZLynx: Game-Changing EZLynx Features You Should Be Using (2696)
Favorite

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)
Favorite

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)
Favorite

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: Getting the Most from EZLynx Reporting (2703)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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 – EZLynx ### 2709733###Applied Representative###Subject Matter Expert###EZLynx###
Applied Representative: Stacey Eickhorst – EZLynx
### 2709
EZLynx: Importing, Data Mining, and Fostering Leads in EZLynx (2713)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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: Modern Tools for Modern Insurance Shoppers (2718)
Favorite

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)
Favorite

Stacey Eickhorst – EZLynx ### 2709733###Applied Presenter###Subject Matter Expert###EZLynx###
Applied Presenter: Stacey Eickhorst – 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 2710
EZLynx: The Power of a Successfully Implemented Self-Servicing Portal (2700)
Favorite

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)
Favorite

Niki Vela – Applied Systems ### 2703495###Applied Presenter######Applied Systems###
Applied Presenter: Niki Vela – Applied Systems
### @@@ 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)
Favorite

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 – EZLynx ### 2709733###Applied Representative###Subject Matter Expert###EZLynx###
Applied Representative: Stacey Eickhorst – EZLynx
### 2708
EZLynx: Unveiling the New Commercial Lines Submission Workflow (2707)
Favorite

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 – EZLynx ### 2709733###Applied Representative###Subject Matter Expert###EZLynx###
Applied Representative: Stacey Eickhorst – EZLynx
### 2707
EZLynx: Unveiling the New Email Campaigns (2704)
Favorite

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)
Favorite

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 ### 2703496###Applied Presenter###Solution Consultant###Applied Systems###
Applied Presenter: Cody Lightfoot – Applied Systems
### @@@ Chuck Keeley – Applied Systems ### 1719298###Applied Presenter###Senior Solution Consultant###Applied Systems###
Applied Presenter: Chuck Keeley – Applied Systems
### @@@ 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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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
Future Proof Your Workforce: Recruiting and Retaining Emerging Talent (2757)
Favorite

Whitnee Dillard – The National Invest Program ### 2780502###Presenter###Executive Director###The National Invest Program###
Presenter: Whitnee Dillard – The National Invest Program
### 2757
G
Generating Benefits Templates and Proposals in Applied Epic – Part 1 (2588)
Favorite

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 ### 2703470###Applied Representative###Sr. Product Instructor###Applied Systems###
Applied Representative: Micah J. Bean – Applied Systems
### 2588
Get Work Done in Seconds, Spend Time Closing - Brought to you by Fulcrum (2736)
Favorite

Arjun Mangla ### 2759763###Presenter#########
Presenter: Arjun Mangla
### 2736
Getting Started with Applied Data Lake and Google Cloud (2621)
Favorite

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)
Favorite

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

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

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, Onboarding & Success 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)
Favorite

Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialist###Applied Systems###
Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers @@@ 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)
Favorite

Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialist###Applied Systems###
Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers @@@ 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)
Favorite

Jennifer Tindall (she/her/hers) – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialist###Applied Systems###
Applied Presenter: Jennifer Tindall (she/her/hers) – Applied Systems
### she/her/hers @@@ 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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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###Senior Manager, Content Management###Applied Systems###
Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers @@@ Laura Jermyn – Applied Systems ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### @@@ 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)
Favorite

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###Senior Manager, Content Management###Applied Systems###
Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers @@@ Laura Jermyn – Applied Systems ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### @@@ 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)
Favorite

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)
Favorite

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
### 2722
Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (2517)
Favorite

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 Mulligan – Applied Systems ### 2709732###Applied Representative###Digital Customer Success Manager###Applied Systems###
Applied Representative: Maggie Mulligan – Applied Systems
### 2517
Hands-On Lab: How to Effectively Use Epic Quotes Commercial Lines (Repeat) (2720)
Favorite

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 Mulligan – Applied Systems ### 2709732###Applied Representative###Digital Customer Success Manager###Applied Systems###
Applied Representative: Maggie Mulligan – Applied Systems
### 2720
Hands-On Lab: How to Set Your Team Up for Success with Epic Quotes Personal Lines (2520)
Favorite

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: Ivans Exchange Wizardry (2555)
Favorite

Lynnette Vogelsang – Ivans ### 2703474###Applied Presenter###Agency Customer Success Manager###Ivans###
Applied Presenter: Lynnette Vogelsang – Ivans
### @@@ Brian Marable – Ivans ### 2449087###Applied Presenter###Agency Customer Success Manager ###Ivans###
Applied Presenter: Brian Marable – 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)
Favorite

Jordan Trapp (she/her/hers) – Applied Systems ### 2771076###Applied Presenter###Lead Product Instructor###Applied Systems###
Applied Presenter: Jordan Trapp (she/her/hers) – Applied Systems
### she/her/hers @@@ 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 @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Solution Services###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### @@@ 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 2552
Hands-On Lab: Maximizing Efficiency with Applied Epic Summary of Insurance Templates (Repeat) (2721)
Favorite

Jordan Trapp (she/her/hers) – Applied Systems ### 2771076###Applied Presenter###Lead Product Instructor###Applied Systems###
Applied Presenter: Jordan Trapp (she/her/hers) – Applied Systems
### she/her/hers @@@ 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 @@@ Adam Hendry – Applied Systems ### 2045791###Applied Representative###Senior Manager, Solution Services###Applied Systems ###
Applied Representative: Adam Hendry – Applied Systems
### @@@ 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 2721
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (2655)
Favorite

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 (she/her/hers) – Applied Systems ### 2045798###Applied Representative###Sr. Director###Applied Systems###
Applied Representative: Abby Larson (she/her/hers) – Applied Systems
### she/her/hers @@@ 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)
Favorite

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 (she/her/hers) – Applied Systems ### 2045798###Applied Representative###Sr. Director###Applied Systems###
Applied Representative: Abby Larson (she/her/hers) – Applied Systems
### she/her/hers @@@ 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)
Favorite

Courtney Anderson (she/her/hers) – Acrisure LLC ### 2664585###Presenter###Commercial Service Manager###Acrisure LLC###
Presenter: Courtney Anderson (she/her/hers) – Acrisure LLC
### 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)
Favorite

Courtney Anderson (she/her/hers) – Acrisure LLC ### 2664585###Presenter###Commercial Service Manager###Acrisure LLC###
Presenter: Courtney Anderson (she/her/hers) – Acrisure LLC
### 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)
Favorite

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)
Favorite

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

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)
Favorite

Amy Dermody – Applied Pay ### 2045756###Applied Presenter###Lead Product Manager ###Applied Pay ###
Applied Presenter: Amy Dermody – Applied Pay
### @@@ 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 – Applied Systems ### 2703473###Applied Representative######Applied Systems###
Applied Representative: Heather Shockley – Applied Systems
### 2544
Harnessing Excel and Applied Epic Together for Powerful Reporting and Reconciliation (2640)
Favorite

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

Jayme L. Moreno, AVP – Alliant Insurance Services, Inc. ### 1680240###Presenter###AVP, Learning & Development Partner###Alliant Insurance Services, Inc.###
Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services, Inc.
### @@@ 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)
Favorite

Maggie Mulligan – Applied Systems ### 2709732###Applied Presenter###Digital Customer Success Manager###Applied Systems###
Applied Presenter: Maggie Mulligan – Applied Systems
### @@@ 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)
Favorite

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

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)
Favorite

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)
Favorite

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)
Favorite

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 ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### 2579
I Want It That Way: Customizing Epic Reports, Invoices, and Statement Layouts (2532)
Favorite

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)
Favorite

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)
Favorite

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###Director, Product Management - Epic Policy & Interface###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)
Favorite

Laura Amedeo – Applied Systems ### 2781274###Applied Presenter###Sr. Director, Product Management###Applied Systems###
Applied Presenter: Laura Amedeo – 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)
Favorite

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)
Favorite

Guy Brahms (he/him/his) – Applied Systems (Planck) ### 2703490###Applied Presenter###Director of Product Management###Applied Systems (Planck)###
Applied Presenter: Guy Brahms (he/him/his) – Applied Systems (Planck)
### he/him/his @@@ Shir Shavit – Applied Systems ### 2703489###Applied Presenter###Customer Success Lead - AI&Data Products###Applied Systems###
Applied Presenter: Shir Shavit – Applied Systems
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Representative###Director###Applied Systems###
Applied Representative: Joy Jack – Applied Systems
### @@@ 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 @@@ Or Steiner ### 2794560###Applied Representative#########
Applied Representative: Or Steiner
### 2686
Introduction and Overview of Applied Epic for Salesforce (2688)
Favorite

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

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)
Favorite

Ro Olguin – Applied Systems ### 1719325###Applied Presenter###Senior Manager, Onboarding & Success Services###Applied Systems###
Applied Presenter: Ro Olguin – Applied Systems
### @@@ Laura Jermyn – Applied Systems ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### 2637
Is Your Epic Database Optimized? - Lessons Learned from Hundreds of Epic Evaluations - Brought to you by Milliken (2730)
Favorite

Matt Milliken ### 2075444###Presenter#########
Presenter: Matt Milliken
### @@@ Gary Milliken ### 2075443###Presenter#########
Presenter: Gary Milliken
### 2730
Ivans Connect (Pre-Registration Required) (IC)
Favorite

IC
Ivans Connect Main Program (additional registration required)
Favorite
K
Keep Applied Epic in Your Pocket with Applied Mobile (2606)
Favorite

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
Learning Lounge - Accountant & Finance Personnel (10)
Favorite

Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Learning Lounge Facilitator###Senior Consultant###Alexant Systems Corporation###
Learning Lounge Facilitator: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers @@@ Kelly Scheib – Commercial Insurance Associates, LLC ### 2038578###Learning Lounge Facilitator###Finance Manager###Commercial Insurance Associates, LLC###
Learning Lounge Facilitator: Kelly Scheib – Commercial Insurance Associates, LLC
### 10
Learning Lounge - Accountant & Finance Personnel (102)
Favorite

David Sturgeon – Stapleton Insurance ### 2771550###Learning Lounge Facilitator###Chief Financial Officer###Stapleton Insurance###
Learning Lounge Facilitator: David Sturgeon – Stapleton Insurance
### 102
Learning Lounge - Canada (103)
Favorite

Jessica Traynor (she/her/hers) – PLATFORM Insurance Management Inc. ### 1722271###Learning Lounge Facilitator###Vice President, Intelligence & Technology###PLATFORM Insurance Management Inc.###
Learning Lounge Facilitator: Jessica Traynor (she/her/hers) – PLATFORM Insurance Management Inc.
### she/her/hers 103
Learning Lounge - Client Facing Services - Commercial Lines (104)
Favorite

Jill Arnold – E K McConkey & Co Inc d/b/a McConkey Insurance & Benefits ### 2771551###Learning Lounge Facilitator###Business Insurance Consultant/E&S Coordinator###E K McConkey & Co Inc d/b/a McConkey Insurance & Benefits###
Learning Lounge Facilitator: Jill Arnold – E K McConkey & Co Inc d/b/a McConkey Insurance & Benefits
### 104
Learning Lounge - Client Facing Services - Personal & Commercial Lines (105)
Favorite

Jayne Bahneman – SF Insurance Group ### 2392056###Learning Lounge Facilitator###Sr. Operations Manager###SF Insurance Group###
Learning Lounge Facilitator: Jayne Bahneman – SF Insurance Group
### 105
Learning Lounge - Client Facing Services - Personal Lines (106)
Favorite

Beverly Moore – Rollo Insurance Group, Inc ### 2098699###Learning Lounge Facilitator###Vice President of Personal Lines###Rollo Insurance Group, Inc###
Learning Lounge Facilitator: Beverly Moore – Rollo Insurance Group, Inc
### @@@ Sue Bernard – HSM Insurance ### 2654338###Learning Lounge Facilitator###Operations Manager###HSM Insurance###
Learning Lounge Facilitator: Sue Bernard – HSM Insurance
### 106
Learning Lounge - Employee Benefits - Account Manager (100)
Favorite

Kaye Peloquin – EHD Insurance ### 2336030###Learning Lounge Facilitator###Assistant Vice President, Client Services###EHD Insurance###
Learning Lounge Facilitator: Kaye Peloquin – EHD Insurance
### 100
Learning Lounge - EZLynx (107)
Favorite

Amanda Crawford (she/her/hers) – Compass Insurance Group ### 2045514###Learning Lounge Facilitator###Director of Operations###Compass Insurance Group###
Learning Lounge Facilitator: Amanda Crawford (she/her/hers) – Compass Insurance Group
### she/her/hers 107
Learning Lounge - HR Manager (108)
Favorite

Sara R. Kepley, SPHR, SHRM-SCP – ProValue Insurance ### 2619393###Learning Lounge Facilitator###Chief Human Resource Officer ###ProValue Insurance###
Learning Lounge Facilitator: Sara R. Kepley, SPHR, SHRM-SCP – ProValue Insurance
### 108
Learning Lounge - IT/System Admins (110)
Favorite

Jenna Silva (she/her/hers) – C3 Risk & Insurance Services ### 2664570###Learning Lounge Facilitator###Systems Integration and Process Leader###C3 Risk & Insurance Services###
Learning Lounge Facilitator: Jenna Silva (she/her/hers) – C3 Risk & Insurance Services
### she/her/hers 110
Learning Lounge - IT/System Admins (109)
Favorite

Danielle Lardeo (she/her/hers) – Barnes-Bollinger Insurance Services, Inc. ### 2771538###Learning Lounge Facilitator###Market & Systems Specialist###Barnes-Bollinger Insurance Services, Inc. ###
Learning Lounge Facilitator: Danielle Lardeo (she/her/hers) – Barnes-Bollinger Insurance Services, Inc.
### she/her/hers 109
Learning Lounge - Large Agents (111)
Favorite

Danielle B. DuFour (she/her/hers) – NBT Insurance Agency ### 1719274###Learning Lounge Facilitator###Operations Manager, AVP###NBT Insurance Agency###
Learning Lounge Facilitator: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Cortney DeCaires (she/her/hers) – Morris & Garritano Insurance ### 2037316###Learning Lounge Facilitator###Application Manager###Morris & Garritano Insurance###
Learning Lounge Facilitator: Cortney DeCaires (she/her/hers) – Morris & Garritano Insurance
### she/her/hers 111
Learning Lounge - Marketing Manager/Specialist (112)
Favorite

Donna Whittenburg – Trimble-Batjer an Alera Group Company ### 1719359###Learning Lounge Facilitator###Marketing Director/Business Technology Specialist###Trimble-Batjer an Alera Group Company###
Learning Lounge Facilitator: Donna Whittenburg – Trimble-Batjer an Alera Group Company
### 112
Learning Lounge - Office Manager/Operations Manager (113)
Favorite

Samantha Smith (she/her/hers) – Frost Insurance Agency, Inc. ### 2277767###Learning Lounge Facilitator###AVP, Business Operations Supervisor###Frost Insurance Agency, Inc.###
Learning Lounge Facilitator: Samantha Smith (she/her/hers) – Frost Insurance Agency, Inc.
### she/her/hers 113
Learning Lounge - Owner/Principal (114)
Favorite

Aaron C. Glass (he/him/his) – Glenwood Insurance ### 2277790###Learning Lounge Facilitator###Vice President/Controller###Glenwood Insurance###
Learning Lounge Facilitator: Aaron C. Glass (he/him/his) – Glenwood Insurance
### he/him/his 114
Learning Lounge - Small Agencies/Brokerages (115)
Favorite

Stacy Johansen – Downeast Insurance, LLC ### 1719437###Learning Lounge Facilitator###President###Downeast Insurance, LLC###
Learning Lounge Facilitator: Stacy Johansen – Downeast Insurance, LLC
### 115
Leveraging AI to Elevate Client Experience- Brought to you by Coverflow (2741)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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
### @@@ Brian Marable – Ivans ### 2449087###Applied Representative###Agency Customer Success Manager ###Ivans###
Applied Representative: Brian Marable – Ivans
### 2539
Mastering Y-Account Grouping: A Step Towards Enhanced Download Management (2565)
Favorite

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 @@@ Brian Marable – Ivans ### 2449087###Applied Presenter###Agency Customer Success Manager ###Ivans###
Applied Presenter: Brian Marable – Ivans
### @@@ Lynnette Vogelsang – Ivans ### 2703474###Applied Presenter###Agency Customer Success Manager###Ivans###
Applied Presenter: Lynnette Vogelsang – 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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

Rick Morgan – WAHVE ### 1741326###Presenter###Sr. VP Marketing###WAHVE###
Presenter: Rick Morgan – WAHVE
### 2734
Networking Roundtables (NR)
Favorite

NR
Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients (2678)
Favorite

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)
Favorite

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)
Favorite

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 ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### 2578
P
Pay Your Companies and Producers the Right Amount with Applied Epic Commissions Agreements (2540)
Favorite

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)
Favorite

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
Personal Lines and the Business Exposure (3 CE hours) (CE3)
Favorite

CE3
Personal Umbrella and Excess Liability (2 CE hours) (CE1)
Favorite

CE1
Pre-Conference: Emerging Leaders Program (EML)
Favorite

Melissa Majors ### 2780223###Presenter#########
Presenter: Melissa Majors
### EML
Pre-Conference: Preparing for Epic Accounting (Additional Registration and Fee Required) (PEA)
Favorite

Robert D. Maedgen, III – Applied Systems ### 1724415###Applied Presenter###Lead Customer Implementation Specialist###Applied Systems###
Applied Presenter: Robert D. Maedgen, III – Applied Systems
### @@@ Ro Olguin – Applied Systems ### 1719325###Applied Presenter###Senior Manager, Onboarding & Success Services###Applied Systems###
Applied Presenter: Ro Olguin – Applied Systems
### @@@ 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 @@@ 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 PEA
Preparing to Leverage Applied Epic Modernization from an IT Perspective (2657)
Favorite

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 – Applied Systems ### 2703477###Applied Representative###Sr Product Operations Manager###Applied Systems###
Applied Representative: Erica Pickens – Applied Systems
### 2657
R
Real Talk with a Microsoft MVP: Microsoft 365's AI, Copilot (2740)
Favorite

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)
Favorite

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 ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### 2580
Applied Epic New Features and Future Roadmap (Repeat) (2560)
Favorite

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
Run effective teams - Human + AI in action - Brought to you by Fulcrum (2760)
Favorite

Arjun Mangla ### 2759763###Presenter#########
Presenter: Arjun Mangla
### 2760
S
Save the Keyboards! Create Efficiencies in Agency Bill and Pre-Fi Workflows - Brought to you by AFCO Direct (2729)
Favorite

Mark Bogen – AFCO Direct ### 2780487###Presenter###Director of Digital Strategy###AFCO Direct###
Presenter: Mark Bogen – AFCO Direct
### @@@ Justin Sepcsik ### 2780488###Presenter#########
Presenter: Justin Sepcsik
### @@@ Peter Murphy – AFCO Direct ### 2780490###Presenter###Project Manager###AFCO Direct###
Presenter: Peter Murphy – AFCO Direct
### @@@ Sandy Ruehman ### 2781313###Presenter#########
Presenter: Sandy Ruehman
### 2729
Reusable Utilities in Applied Epic (2622)
Favorite

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Director, Application Management###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### 2622
Shaping the Future: Help Applied Unlock the Power of AI to Revolutionize Productivity (2754)
Favorite

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)
Favorite

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)
Favorite

Karine Poirier – Applied Systems ### 2343574###Applied Presenter###Consultante senior en opération d’assurances###Applied Systems###
Applied Presenter: Karine Poirier – Applied Systems
### @@@ Jackie Hacala – Applied Systems ### 2343575###Applied Representative###Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala – Applied Systems
### 2750
Step into the Future of Insurance Training with Total CSR (2732)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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 @@@ Erin Cummings – Norfolk & Dedham ### 2758315###Presenter###COO/CIO###Norfolk & Dedham###
Presenter: Erin Cummings – Norfolk & Dedham
### @@@ Kendra Logie – Deland, Gibson Insurance Associates, Inc. ### 2758314###Presenter###Director of Operations and Quality Assurance###Deland, Gibson Insurance Associates, Inc.###
Presenter: Kendra Logie – Deland, Gibson Insurance Associates, Inc.
### 2743
Streamlining Client Collaboration with Indio and Applied Epic for Canada Commercial Lines (2509)
Favorite

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 @@@ Chase Diwik – Applied Systems ### 2343596###Applied Representative###Sr. Director of Product Management - Commercial Lines###Applied Systems###
Applied Representative: Chase Diwik – Applied Systems
### @@@ Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Representative###Lead Product Instructor, Onboarding & Success Services###Applied Systems Canada###
Applied Representative: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers @@@ Danielle Fiola-Robles (she/her/hers) – Applied Systems ### 2045761###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Danielle Fiola-Robles (she/her/hers) – Applied Systems
### she/her/hers 2509
Streamlining Communications: A Comprehensive Guide to Applied Epic Email Monitoring (2557)
Favorite

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

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)
Favorite

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 Future of P&C Insurance: A View of Agents, MGAs, and Carriers (2756)
Favorite

Mark Breading – ReSource Pro ### 1718788###Presenter###Senior Partner###ReSource Pro###
Presenter: Mark Breading – ReSource Pro
### 2756
The Policyholder's Digital Roundtrip in Action (2613)
Favorite

Jennifer A. Raymond (she/her/hers) – Applied Systems ### 1719336###Applied Presenter###Solutions Consultant###Applied Systems###
Applied Presenter: Jennifer A. Raymond (she/her/hers) – Applied Systems
### 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)
Favorite

Jayme L. Moreno, AVP – Alliant Insurance Services, Inc. ### 1680240###Presenter###AVP, Learning & Development Partner###Alliant Insurance Services, Inc.###
Presenter: Jayme L. Moreno, AVP – Alliant Insurance Services, Inc.
### @@@ 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
The Top Performer's Playbook (2755)
Favorite

Harrison Brooks – Reagan Consulting ### 2415190###Presenter###Partner###Reagan Consulting###
Presenter: Harrison Brooks – Reagan Consulting
### 2755
Time Management and Block Scheduling (2679)
Favorite

Karadee Dunbar, CISR – Alliant Insurance Services, Inc. ### 2664572###Presenter###Training Specialist###Alliant Insurance Services, Inc.###
Presenter: Karadee Dunbar, CISR – Alliant Insurance Services, Inc.
### @@@ 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)
Favorite

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)
Favorite

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###Sr. Product Manager - Applied Pay###Applied Systems###
Applied Representative: Scott Ingram – Applied Systems
### 2546
Transforming Benefits Data Into Actionable Intelligence (2600)
Favorite

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)
Favorite

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###Sr. Product Manager - Applied Pay###Applied Systems###
Applied Representative: Scott Ingram – Applied Systems
### 2547
Transforming Teams into Problem-Solving Powerhouses - Brought to you by Total CSR (2758)
Favorite

Justin Goodman – Total CSR ### 2075437###Presenter###CEO ###Total CSR###
Presenter: Justin Goodman – Total CSR
### 2758
Transitioning Certificate Processing from Applied Epic to Applied CSR24 (2608)
Favorite

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
Turning the Page: What’s Next for Data, Connectivity & AI in Our Channel (ACT)
Favorite

Kasey Conners ### 2780886###Presenter#########
Presenter: Kasey Conners
### ACT
U
Understanding and Balancing Financial Reports (2550)
Favorite

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)
Favorite

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)
Favorite

Amy Dermody – Applied Pay ### 2045756###Applied Presenter###Lead Product Manager ###Applied Pay ###
Applied Presenter: Amy Dermody – Applied Pay
### @@@ 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)
Favorite

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 – Applied Systems ### 1719318###Applied Representative###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Representative: Dan Morrill – Applied Systems
### @@@ 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)
Favorite

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
### @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Representative###Director, Product Management - Epic Policy & Interface###Applied Systems###
Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers @@@ Ryan Lapp – Ivans ### 1719388###Applied Representative###Product Manager, Ivans Distribution Platform###Ivans###
Applied Representative: Ryan Lapp – Ivans
### @@@ Michael Rabinowitz – EZLynx ### 1719400###Applied Representative###Product Manager###EZLynx###
Applied Representative: Michael Rabinowitz – EZLynx
### @@@ 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 @@@ Andrew Shapiro ### 2750240###Applied Representative#########
Applied Representative: Andrew Shapiro
### 2519
Unlocking the Value of Applied Pay for Your Agency and Insureds (2537)
Favorite

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)
Favorite

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)
Favorite

Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Presenter###Lead Product Instructor, Onboarding & Success Services###Applied Systems Canada###
Applied Presenter: Sarah Caruso (she/her/hers) – Applied Systems Canada
### 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)
Favorite

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 Canada ### 1719258###Applied Presenter###Lead Product Instructor, Onboarding & Success Services###Applied Systems Canada###
Applied Presenter: Sarah Caruso (she/her/hers) – Applied Systems Canada
### 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)
Favorite

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)
Favorite

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)
Favorite

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)
Favorite

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 ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### 2531
Utilisation de la fonction d'internationalisation d'Applied Epic pour servir les clients en anglais et en français (2749)
Favorite

Karine Poirier – Applied Systems ### 2343574###Applied Presenter###Consultante senior en opération d’assurances###Applied Systems###
Applied Presenter: Karine Poirier – Applied Systems
### @@@ Jackie Hacala – Applied Systems ### 2343575###Applied Representative###Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala – Applied Systems
### 2749
Utilisation des formulaires d’Applied Epic pour rationaliser les services d'assurance commerciale au Canada (2751)
Favorite

Karine Poirier – Applied Systems ### 2343574###Applied Presenter###Consultante senior en opération d’assurances###Applied Systems###
Applied Presenter: Karine Poirier – Applied Systems
### @@@ Jackie Hacala – Applied Systems ### 2343575###Applied Representative###Formatrice de Produits Principale###Applied Systems###
Applied Representative: Jackie Hacala – Applied Systems
### 2751
W
What's New and What's Next for Epic Quotes Commercial Lines in Canada (2506)
Favorite

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 and What's Next for Financial Management with Applied (2528)
Favorite

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 Pay ### 2045756###Applied Representative###Lead Product Manager ###Applied Pay ###
Applied Representative: Amy Dermody – Applied Pay
### @@@ Scott Ingram – Applied Systems ### 1719293###Applied Representative###Sr. Product Manager - Applied Pay###Applied Systems###
Applied Representative: Scott Ingram – Applied Systems
### 2528
What's New and What's Next for Financial Management with Applied (Repeat) (2529)
Favorite

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 Pay ### 2045756###Applied Representative###Lead Product Manager ###Applied Pay ###
Applied Representative: Amy Dermody – Applied Pay
### @@@ Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Representative###Lead Product Manager - Premium Finance###Applied Systems###
Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his 2529
What’s New and What’s Next in Applied Benefits Solutions (2591)
Favorite

Dan Morrill – Applied Systems ### 1719318###Applied Presenter###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Presenter: Dan Morrill – Applied Systems
### @@@ 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 – Applied Systems ### 2703481###Applied Presenter######Applied Systems###
Applied Presenter: Tammi Shapiro – Applied Systems
### 2591
What's New and What's Next in Applied CSR24 and Applied Mobile (2605)
Favorite

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)
Favorite

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###Director, Product Management - Epic Policy & Interface###Applied Systems###
Applied Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers @@@ Josh Moore (he/him/his) – Applied Systems ### 1719395###Applied Representative###Lead CX Specialist###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)
Favorite

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)
Favorite

Naren Singh ### 2795714###Applied Presenter#########
Applied Presenter: Naren Singh
### @@@ Jen Carsen (she/her/hers) – Applied Systems ### 1719370###Applied Representative###Senior Manager, Content Management###Applied Systems###
Applied Representative: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers 2693
What's New in Canadian Personal Lines (2505)
Favorite

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)
Favorite

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###Lead CX Specialist###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###Director, Product Management - Epic Policy & Interface###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
Woah! Discover the Power of Customer Research (2759)
Favorite

Mackenzie Wilson – Aartrijk ### 2758574###Presenter###Research Director###Aartrijk###
Presenter: Mackenzie Wilson – Aartrijk
### @@@ Peter van Aartrijk – Aartrijk ### 2437456###Presenter###CEO###Aartrijk###
Presenter: Peter van Aartrijk – Aartrijk
### 2759
Expert Panel: How to Audit and Optimize Your Service Processes (2661)
Favorite

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
### @@@ Nabih A.E. Elsoud – Nour Insurance ### 2664588###Panelist###Co-founder & Chief Operating Officier###Nour Insurance###
Panelist: Nabih A.E. Elsoud – Nour Insurance
### 2661
Workflow Wizardry: Mastering Activities and Tasks in Applied Epic (2582)
Favorite

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