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Thursday, October 9, 2025
7:00 AM - 7:45 AM
PT
Breakfast
7:00 AM - 7:45 AM
PT
Breakfast
Location: Ironwood and Juniper Ballrooms
8:00 AM - 9:00 AM
PT
Building a Meaningful Community Involvement Program: Strategies That Drive Engagement and Impact
8:00 AM - 9:00 AM
PT
(2747) Building a Meaningful Community Involvement Program: Strategies That Drive Engagement and Impact
Location: Orovada Ballroom 8
Applied Presenter:
Tarra Seawright (she/her/hers)
– Applied Systems
Business Management
8:00 AM - 9:00 AM
PT
Streamlining Client Collaboration with Indio and Applied Epic for Canada Commercial Lines
8:00 AM - 9:00 AM
PT
(2509) Streamlining Client Collaboration with Indio and Applied Epic for Canada Commercial Lines
Location: Starvine 3
Applied Presenter:
Amanda Herlehy (she/her/hers)
– Applied Systems
Applied Representative:
Chase Diwik
– Applied Systems
Applied Representative:
Sarah Caruso (she/her/hers)
– Applied Systems Canada
Applied Representative:
Danielle Fiola-Robles (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting (CA)
8:00 AM - 9:00 AM
PT
Becoming More Efficient with Applied Epic Master Marketing Submissions
8:00 AM - 9:00 AM
PT
(2522) Becoming More Efficient with Applied Epic Master Marketing Submissions
Location: Joshua 3
Applied Presenter:
Micah J. Bean
– Applied Systems
Applied Representative:
Erin Joubert (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting (US)
8:00 AM - 9:00 AM
PT
Driving Efficiency and Automation with CSIO's New eDocs Standards
8:00 AM - 9:00 AM
PT
(2572) Driving Efficiency and Automation with CSIO's New eDocs Standards
Location: Orovada Ballroom 6
Presenter:
Christie Smith (she/her/hers)
– OTIP
Applied Representative:
Jackie Hacala
– Applied Systems
Personal & Commercial Servicing - General
8:00 AM - 9:00 AM
PT
How to Successfully Use Downloads in Applied Epic
8:00 AM - 9:00 AM
PT
(2584) How to Successfully Use Downloads in Applied Epic
Location: Primrose Ballroom 6
Presenter:
Lisa M. Sheely
– Acrisure LLC
Applied Representative:
Jennifer Grayson
– Applied Systems
Personal & Commercial Servicing - General
8:00 AM - 9:00 AM
PT
How to Optimize Commercial Lines Download in Applied Epic
8:00 AM - 9:00 AM
PT
(2585) How to Optimize Commercial Lines Download in Applied Epic
Location: Primrose Ballroom 1
Presenter:
Steven Bayless (he/him/his)
– Carroll Insurance Agency, LTD
Applied Representative:
Kayla Marx (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
8:00 AM - 9:00 AM
PT
Transforming Benefits Data Into Actionable Intelligence
8:00 AM - 9:00 AM
PT
(2600) Transforming Benefits Data Into Actionable Intelligence
Location: Primrose Ballroom 4
Applied Presenter:
Rose Plewa (she/her/hers)
– Applied Systems
Applied Presenter:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Employee Benefits
Reporting, Dashboards, and Data Analytics
8:00 AM - 9:00 AM
PT
Creating and Converting to the New Epic Benefits Forms for Canadian Brokerages
8:00 AM - 9:00 AM
PT
(2601) Creating and Converting to the New Epic Benefits Forms for Canadian Brokerages
Location: Starvine 6
Presenter:
Ashley Bentham (she/her/hers)
– Cowan Insurance Group
Applied Presenter:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
Bala Acharya V. Kanumuri
– Applied Systems
Employee Benefits
8:00 AM - 9:00 AM
PT
Enabling the Named Insured Feature in Applied CSR24
8:00 AM - 9:00 AM
PT
(2604) Enabling the Named Insured Feature in Applied CSR24
Location: Joshua 5
Presenter:
Sarah Fitzhugh (she/her/hers)
– Blue Ridge Risk Partners
Applied Representative:
Maggie Essex (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Mobile
8:00 AM - 9:00 AM
PT
Advanced Certificate Processing in Applied CSR24 (Repeat)
8:00 AM - 9:00 AM
PT
(2611) Advanced Certificate Processing in Applied CSR24 (Repeat)
Location: Mariposa Ballroom 6
Applied Presenter:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Tom Ives
– Applied Systems
Applied Representative:
Alessia Filutze
– Applied Systems
Personal & Commercial Servicing - Mobile
8:00 AM - 9:00 AM
PT
Employee Productivity Scorecard: Data-Driven Impact
8:00 AM - 9:00 AM
PT
(2641) Employee Productivity Scorecard: Data-Driven Impact
Location: Orovada Ballroom 4
Presenter:
Elliot Targum (he/him/his)
– Dwight Rudd Insurance
Presenter:
Jordan Lindley (he/him/his)
– Dwight Rudd Insurance
Reporting, Dashboards, and Data Analytics
8:00 AM - 9:00 AM
PT
Expert Panel: Mastering Carrier Appointments and Acquisitions
8:00 AM - 9:00 AM
PT
(2647) Expert Panel: Mastering Carrier Appointments and Acquisitions
Location: Orovada Ballroom 3
Panelist:
Amy Boudinot
Panelist:
Kristi L. Metsch
– The Cincinnati Insurance Companies
Panelist:
Jordan Smith
– The Hartwell Corporation
Panelist:
Kerry J. Webb (she/her/hers)
– Blue Ridge Risk Partners
Applied Moderator:
Presenter TBA
Applied Representative:
Lynnette Vogelsang
– Ivans
Systems Administration
Business Management
8:00 AM - 9:00 AM
PT
Expert Panel: Tools and Policies to Build a Cybersecurity Culture
8:00 AM - 9:00 AM
PT
(2651) Expert Panel: Tools and Policies to Build a Cybersecurity Culture
Location: Mariposa Ballroom 4
Applied Moderator:
David Gerlach
– Applied Systems
Panelist:
Jessica Klipphahn
– Willis Towers Watson
Panelist:
Dan Law
– HSB - Hartford Steam Boiler
Panelist:
Nick Oliver
– Redbird Security
Panelist:
Beth Wiebe
– Cornerstone Insurance Services Incorporated
Systems Administration
Business Management
8:00 AM - 9:00 AM
PT
Be a Better Boss! How You Manage Your Agency Matters
8:00 AM - 9:00 AM
PT
(2673) Be a Better Boss! How You Manage Your Agency Matters
Location: Primrose Ballroom 3
Presenter:
Sara R. Kepley, SPHR, SHRM-SCP
– ProValue Insurance
Professional Development
8:00 AM - 9:00 AM
PT
Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients
8:00 AM - 9:00 AM
PT
(2678) Neurodiversity in the Workplace: Working with Our Neurodiverse Colleagues and Clients
Location: Joshua 8
Applied Presenter:
Janice Sierra (she/her/hers)
– Applied Systems
Professional Development
8:00 AM - 9:00 AM
PT
EZLynx: Servicing Your Commercial Lines Customers
8:00 AM - 9:00 AM
PT
(2710) EZLynx: Servicing Your Commercial Lines Customers
Location: Starvine 1
Applied Presenter:
Stacey Eickhorst
– EZLynx
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
EZLynx
8:00 AM - 9:00 AM
PT
EZLynx: Accelerating Your Sales Pipeline
8:00 AM - 9:00 AM
PT
(2712) EZLynx: Accelerating Your Sales Pipeline
Location: Starvine 12
Applied Presenter:
Samantha Lawson
– EZLynx
Applied Representative:
Cortney Wade (she/her/hers)
– EZLynx
Applied Representative:
Ryan Beukema
– EZLynx
EZLynx
8:00 AM - 9:00 AM
PT
EZLynx: Leveraging Downloads to Make Your Agency More Efficient
8:00 AM - 9:00 AM
PT
(2717) EZLynx: Leveraging Downloads to Make Your Agency More Efficient
Location: Starvine 11
Applied Presenter:
Nicole Leibee
– EZLynx
Applied Presenter:
Steve Jentzsch (he/him/his)
– EZLynx
Applied Representative:
Vijay Rengarajan
– Applied Systems
EZLynx
8:00 AM - 9:00 AM
PT
Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates (Repeat)
8:00 AM - 9:00 AM
PT
(2722) Hands-On Lab: Enhance Productivity with Applied Epic Email and SMS Templates (Repeat)
Location: Joshua 10
Applied Presenter:
Mercy Ruiz (she/her/hers)
– Applied Systems
Applied Representative:
Allison Haag
– Applied Systems
Personal & Commercial Servicing - General
8:00 AM - 9:00 AM
PT
Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
8:00 AM - 9:00 AM
PT
(2726) Hands-On Lab: Optimize Your Internet Browser and Applied Epic Browser Experience (Repeat)
Location: Joshua 1
Applied Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Abby Larson (she/her/hers)
– Applied Systems
Applied Representative:
Brandon Carter
– Applied Systems
Applied Representative:
Sheila Brown (she/her/hers)
– Applied Systems
Systems Administration
8:00 AM - 9:00 AM
PT
Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder (Repeat)
8:00 AM - 9:00 AM
PT
(2727) Hands-On Lab: Designing Eye-Catching Emails with the New Applied Marketing Automation Email Builder (Repeat)
Location: Joshua 9
Applied Presenter:
Linda Bendele
– Applied Systems
Applied Representative:
Jen Carsen (she/her/hers)
– Applied Systems
Applied Representative:
Laura Jermyn
– Applied Systems
Applied Representative:
Glenn Wharton
– Applied Systems
Sales and Marketing
8:00 AM - 9:00 AM
PT
Real Talk with a Microsoft MVP: Microsoft 365's AI, Copilot
8:00 AM - 9:00 AM
PT
(2740) Real Talk with a Microsoft MVP: Microsoft 365's AI, Copilot
Location: Mariposa Ballroom 8
Presenter:
Adam Atwell, Microsoft MVP
– Kite Technology Group
Systems Administration
9:30 AM - 10:30 AM
PT
Tips and Tricks for Using Applied Rating Services
9:30 AM - 10:30 AM
PT
(2508) Tips and Tricks for Using Applied Rating Services
Location: Starvine 6
Presenter:
Sue Bernard
– HSM Insurance
Applied Presenter:
Amanda Herlehy (she/her/hers)
– Applied Systems
Applied Representative:
Lindsay Stradeski (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - Quoting (CA)
9:30 AM - 10:30 AM
PT
What's New and What's Next for Financial Management with Applied (Repeat)
9:30 AM - 10:30 AM
PT
(2529) What's New and What's Next for Financial Management with Applied (Repeat)
Location: Joshua 3
Applied Presenter:
Nash Qadri (he/him/his)
– Applied Systems
Applied Representative:
Amy Dermody
– Applied Systems
Applied Representative:
Prasidh Bhajiawala (he/him/his)
– Applied Systems
Payments & Accounting
9:30 AM - 10:30 AM
PT
Discovering What Happens with Applied Epic Accounting Transactions "Behind the Curtain"
9:30 AM - 10:30 AM
PT
(2543) Discovering What Happens with Applied Epic Accounting Transactions "Behind the Curtain"
Location: Primrose Ballroom 3
Applied Presenter:
Ro Olguin
– Applied Systems
Applied Representative:
Adam Hendry
– Applied Systems
Payments & Accounting
9:30 AM - 10:30 AM
PT
Entering Policies in Applied Epic for Efficiency and Reporting
9:30 AM - 10:30 AM
PT
(2574) Entering Policies in Applied Epic for Efficiency and Reporting
Location: Joshua 8
Presenter:
Brenda C. Nevil, AAI-AIS-ITP (she/her/hers)
– Alliant Insurance Services, Inc.
Applied Representative:
Glenn Wharton
– Applied Systems
Personal & Commercial Servicing - General
Reporting, Dashboards, and Data Analytics
9:30 AM - 10:30 AM
PT
Optimizing Renewals Manager
9:30 AM - 10:30 AM
PT
(2578) Optimizing Renewals Manager
Location: Orovada Ballroom 6
Presenter:
Ingrid Smith (she/her/hers)
– AssuredPartners
Applied Representative:
Laura Jermyn
– Applied Systems
Personal & Commercial Servicing - General
9:30 AM - 10:30 AM
PT
Workflow Wizardry: Mastering Activities and Tasks in Applied Epic
9:30 AM - 10:30 AM
PT
(2582) Workflow Wizardry: Mastering Activities and Tasks in Applied Epic
Location: Primrose Ballroom 1
Presenter:
Hayley M. Taylor, CIC, CISR (she/her/hers)
– Construction Casualty Insurance
Applied Representative:
Mercy Ruiz (she/her/hers)
– Applied Systems
Personal & Commercial Servicing - General
9:30 AM - 10:30 AM
PT
Unlocking Insights: Benefits Roundtable Discussion
9:30 AM - 10:30 AM
PT
(2590) Unlocking Insights: Benefits Roundtable Discussion
Location: Primrose Ballroom 6
Applied Moderator:
Rose Plewa (she/her/hers)
– Applied Systems
Applied Representative:
Dan Morrill
– Applied Systems
Applied Representative:
Burt Tower (he/him/his)
– Applied Systems
Applied Representative:
JC Mahan (he/him/his)
– Applied Systems
Applied Representative:
Tom Lind
– Applied Systems
Employee Benefits
9:30 AM - 10:30 AM
PT
Best Practices for Configuring Applied Epic Security for Mid to Large-Sized Agencies
9:30 AM - 10:30 AM
PT
(2648) Best Practices for Configuring Applied Epic Security for Mid to Large-Sized Agencies
Location: Orovada Ballroom 4
Presenter:
Lisa Baltruczak
– Acrisure LLC
Presenter:
Dixie Bibb
– Acrisure, LLC
Applied Representative:
Jennifer Duggan (she/her/hers)
– Applied Systems
Systems Administration
9:30 AM - 10:30 AM
PT
Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser
9:30 AM - 10:30 AM
PT
(2653) Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser
Location: Mariposa Ballroom 4
Applied Moderator:
Chris Borgmeyer
– Applied Systems
Panelist:
Jenna Silva (she/her/hers)
– C3 Risk & Insurance Services
Panelist:
Dawn Stark (she/her/hers)
– The Gibraltar Group - Insurance Services
Panelist:
Amy Wood (she/her/hers)
– Kraus-Anderson Insurance Agency, Inc.
Applied Representative:
Sheila Brown (she/her/hers)
– Applied Systems
Systems Administration
9:30 AM - 10:30 AM
PT
Preparing to Leverage Applied Epic Modernization from an IT Perspective
9:30 AM - 10:30 AM
PT
(2657) Preparing to Leverage Applied Epic Modernization from an IT Perspective
Location: Mariposa Ballroom 6
Applied Presenter:
Amanda Recchia (she/her/hers)
– Applied Systems
Applied Representative:
Erica Pickens
– Applied Systems
Systems Administration
9:30 AM - 10:30 AM
PT
Developing an Effective and Streamlined Process to Guide New Employees Through Orientation
9:30 AM - 10:30 AM
PT
(2674) Developing an Effective and Streamlined Process to Guide New Employees Through Orientation
Location: Starvine 3
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
Presenter:
Lynn Covey
– TRICOR Insurance
Professional Development
9:30 AM - 10:30 AM
PT
Strategies to Enhance Cybersecurity in Your Agency
9:30 AM - 10:30 AM
PT
(2677) Strategies to Enhance Cybersecurity in Your Agency
Location: Primrose Ballroom 4
Applied Presenter:
Shane Lonneman
– Applied Systems
Applied Presenter:
David Gerlach
– Applied Systems
Business Management
9:30 AM - 10:30 AM
PT
Expert Panel: Sales and Marketing Automation Best Practices
9:30 AM - 10:30 AM
PT
(2691) Expert Panel: Sales and Marketing Automation Best Practices
Location: Orovada Ballroom 3
Applied Moderator:
Jen Carsen (she/her/hers)
– Applied Systems
Panelist:
Didi Leinweber (she/her/hers)
– Leonard Adams Insurance, Inc.
Panelist:
Angelina Spinelli (she/her/hers)
– Hilton Head Insurance & Brokerage
Panelist:
Terry L. Robinson (he/him/his)
– Morrow Insurance Agency, Inc.
Sales and Marketing
9:30 AM - 10:30 AM
PT
Beyond the Quote: Mastering Sales in a Digital Era
9:30 AM - 10:30 AM
PT
(2692) Beyond the Quote: Mastering Sales in a Digital Era
Location: Joshua 5
Applied Presenter:
Jesse B. Gomez (he/him/his)
– Applied Systems
Applied Representative:
Janice Sierra (she/her/hers)
– Applied Systems
Sales and Marketing
9:30 AM - 10:30 AM
PT
EZLynx: Unveiling the New Commercial Lines Submission Workflow
9:30 AM - 10:30 AM
PT
(2708) EZLynx: Unveiling the New Commercial Lines Submission Workflow
Location: Starvine 12
Applied Presenter:
Michael Rabinowitz
– EZLynx
Applied Representative:
Shrey Trivedi (he/him/his)
– EZLynx
Applied Representative:
Stacey Eickhorst
– EZLynx
EZLynx
9:30 AM - 10:30 AM
PT
EZLynx: Importing, Data Mining, and Fostering Leads in EZLynx
9:30 AM - 10:30 AM
PT
(2713) EZLynx: Importing, Data Mining, and Fostering Leads in EZLynx
Location: Starvine 1
Applied Presenter:
Samantha Lawson
– EZLynx
Applied Representative:
Cortney Wade (she/her/hers)
– EZLynx
Applied Representative:
Ryan Beukema
– EZLynx
EZLynx
9:30 AM - 10:30 AM
PT
EZLynx Hands-On Lab: Automating the Way Your Agency Remarkets and Renews
9:30 AM - 10:30 AM
PT
(2716) EZLynx Hands-On Lab: Automating the Way Your Agency Remarkets and Renews
Location: Starvine 11
Applied Presenter:
Anoop Bargur
– EZLynx
Applied Representative:
Mike Spano
– Applied Systems
EZLynx
9:30 AM - 10:30 AM
PT
Hands-On Lab: Certificate Holder Management in Applied CSR24 (Repeat)
9:30 AM - 10:30 AM
PT
(2723) Hands-On Lab: Certificate Holder Management in Applied CSR24 (Repeat)
Location: Joshua 9
Applied Presenter:
Rebecca Adelizzi
– Applied Systems
Applied Representative:
Matt Duggan
– Applied Systems
Applied Representative:
Aric Calabrese (he/him/his)
– Applied Systems
Applied Representative:
Alessia Filutze
– Applied Systems
Personal & Commercial Servicing - Mobile
9:30 AM - 10:30 AM
PT
Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
9:30 AM - 10:30 AM
PT
(2725) Hands-On Lab: A Beginner's Practical Guide to the Epic Dashboards Asset Builder (Repeat)
Location: Joshua 1
Applied Presenter:
Jennifer Tindall (she/her/hers)
– Applied Systems
Applied Representative:
Jim Zell
– Applied Systems
Applied Representative:
Su Potti
– Applied Systems
Applied Representative:
Allison Haag
– Applied Systems
Applied Representative:
James Ramsey
– Applied Systems
Reporting, Dashboards, and Data Analytics
9:30 AM - 10:30 AM
PT
Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts (Repeat)
9:30 AM - 10:30 AM
PT
(2728) Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts (Repeat)
Location: Joshua 10
Applied Presenter:
Linda Bendele
– Applied Systems
Applied Representative:
Abby Larson (she/her/hers)
– Applied Systems
Sales and Marketing
Reporting, Dashboards, and Data Analytics
9:30 AM - 10:30 AM
PT
Utilisation des formulaires d’Applied Epic pour rationaliser les services d'assurance commerciale au Canada
9:30 AM - 10:30 AM
PT
(2751) Utilisation des formulaires d’Applied Epic pour rationaliser les services d'assurance commerciale au Canada
Location: Orovada Ballroom 8
Applied Presenter:
Karine Poirier
– Applied Systems
Applied Representative:
Jackie Hacala
– Applied Systems
Personal & Commercial Servicing - General
