- Monday, October 23, 2023
7:00 AM – 7:00 PM PST
Registration and Help Desk Open
7:00 AM – 7:00 PM PST
Registration and Help Desk Open
Location: East Level 1
8:00 AM – 3:00 PM PST
Applied Net Migration Program (Complimentary, Registration Required)
8:00 AM – 3:00 PM PST
Applied Net Migration Program (Complimentary, Registration Required)
Location: Starvine 1
8:30 AM – 10:30 AM PST
(CE1) CE Class: Commercial Casualty Q&A (2 CE hours) *Additional Ticket Purchase Required
8:30 AM – 10:30 AM PST
CE Class: Commercial Casualty Q&A (2 CE hours) *Additional Ticket Purchase RequiredLocation: Starvine 5Pre-Conference
9:00 AM – 12:00 PM PST
(EML) Emerging Leaders Pre-Conference Program *Additional Ticket Purchase Required
9:00 AM – 12:00 PM PST
Emerging Leaders Pre-Conference Program *Additional Ticket Purchase RequiredLocation: Orovada 3Pre-Conference
10:30 AM – 12:30 PM PST
(CE2) CE Class: Analyzing Cyber Liability (2 CE hours) *Additional Ticket Purchase Required
10:30 AM – 12:30 PM PST
CE Class: Analyzing Cyber Liability (2 CE hours) *Additional Ticket Purchase RequiredLocation: Starvine 5Pre-Conference
1:00 PM – 2:00 PM PST
(8651) Applied Epic Evidence of Insurance
1:00 PM – 2:00 PM PST
(8651) Applied Epic Evidence of InsuranceLocation: Joshua 9 – Alliant Insurance Services Inc
Applied Epic
Jayme Moreno – Alliant Insurance Services Inc ### 1680240###Presenter###Training Specialist Lead###Alliant Insurance Services Inc###Presenter: – Alliant Insurance Services Inc
###
1:00 PM – 2:00 PM PST
(8659) How to Have Difficult Conversations
1:00 PM – 2:00 PM PST
(8659) How to Have Difficult ConversationsLocation: Joshua 8 – Alliant Insurance Services, Inc.
– Alliant Insurance Services, Inc.
Professional Development
Carla Spencer (she/her/hers) – Alliant Insurance Services, Inc. ### 1752485###Presenter###Vice President, Director, Employee Development###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### she/her/hers @@@ Joseph M. McFadden – Alliant Insurance Services, Inc. ### 1680279###Presenter###Instructional Design Lead###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
1:00 PM – 2:00 PM PST
(8667) Using Social Media to Grow your Agency
1:00 PM – 2:00 PM PST
(8667) Using Social Media to Grow your AgencyLocation: Joshua 3 – Liberty Mutual Insurance | Safeco Insurance
– CH Insurance
– Applied Systems
Sales and Marketing
Manny Barbosa, 125 (he/him/his) – Liberty Mutual Insurance | Safeco Insurance ### 1948960###Presenter###Marketing Programs Managers and Growth Consultant###Liberty Mutual Insurance | Safeco Insurance###Presenter: – Liberty Mutual Insurance | Safeco Insurance
### he/him/his @@@ David Graham (he/him/his) – CH Insurance ### 1680247###Presenter###Vice President of Technology & Digital Operations###CH Insurance###Presenter: – CH Insurance
### he/him/his @@@ Gabriel Tremblay (he/him/his) – Applied Systems ### 2045777###Applied Systems Representative###Product Manager###Applied Systems###Applied Systems Representative: – Applied Systems
### he/him/his
1:00 PM – 2:00 PM PST
(8805) Configuring Download in Applied Epic
1:00 PM – 2:00 PM PST
(8805) Configuring Download in Applied EpicLocation: Joshua 10 – Arthur J Gallagher Risk Management LLC
– Applied Systems
– Applied Systems
Insurer Connectivity
Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC ### 1719384###Presenter###System Administrator / Private Client Account Manager###Arthur J Gallagher Risk Management LLC###Presenter: – Arthur J Gallagher Risk Management LLC
### she/her/hers @@@ Paolina Testa (she/her/hers) – Applied Systems ### 2045764###Applied Systems Presenter###Sr. Implementation Specialist - Accounting & Interface###Applied Systems###Applied Systems Presenter: – Applied Systems
### she/her/hers @@@ Celia Cauthen (she/her/hers) – Applied Systems ### 1719260###Applied Systems Representative###Sr. Implementation Specialist -Interface###Applied Systems###Applied Systems Representative: – Applied Systems
### she/her/hers
1:00 PM – 2:00 PM PST
(8919) Hitting Growth Targets with the Performance Goals Feature in EZLynx
1:00 PM – 2:00 PM PST
(8919) Hitting Growth Targets with the Performance Goals Feature in EZLynxLocation: Joshua 1 – StreetSmart Insurance
– Applied Systems
– EZLynx
EZLynx
Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###Principal###StreetSmart Insurance###Presenter: – StreetSmart Insurance
### @@@ Cecily Kemp – Applied Systems ### 1719299###Applied Systems Presenter###Business Analyst I###Applied Systems###Applied Systems Presenter: – Applied Systems
### @@@ Samantha Lawson – EZLynx ### 2045767###Applied Systems Representative###Product Manager###EZLynx###Applied Systems Representative: – EZLynx
###
1:00 PM – 2:00 PM PST
(8967) Expert Panel: Emerging Technology Trends for the Modern Agency
1:00 PM – 2:00 PM PST
(8967) Expert Panel: Emerging Technology Trends for the Modern AgencyLocation: Joshua 5 – Applied Systems
– Kite Technology Group
– Kite Technology Group
– Kite Tech Group
System Administration
Jim Knecht – Applied Systems ### 1680275###Applied Systems Moderator###SVP, Cloud Services###Applied Systems###Applied Systems Moderator: – Applied Systems
### @@@ Jason Gobbel – Kite Technology Group ### 1680273###Panelist###Chief Solutions Officer###Kite Technology Group###Panelist: – Kite Technology Group
### @@@ Adam Atwell – Kite Technology Group ### 1680283###Panelist###Microsoft MVP, Cloud Solutions Architect###Kite Technology Group###Panelist: – Kite Technology Group
### @@@ Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Panelist###Founder / President###Kite Tech Group###Panelist: – Kite Tech Group
### @@@ Andrew Bunyi ### 2166352###Panelist#########Panelist:
###
1:00 PM – 4:00 PM PST
(CE3) CE Class: Certificates of Insurance and Additional Insureds (3 CE hours) *Additional Ticket Purchase Required
1:00 PM – 4:00 PM PST
CE Class: Certificates of Insurance and Additional Insureds (3 CE hours) *Additional Ticket Purchase RequiredLocation: Starvine 5Pre-Conference
2:30 PM – 3:30 PM PST
(8995) Unlock Your Sales Potential: Strategies for Growth
2:30 PM – 3:30 PM PST
(8995) Unlock Your Sales Potential: Strategies for GrowthLocation: Joshua 9Sponsored Session
Tucker Hood – Insuredmine ### 1741333###Presenter###Head of Sales###Insuredmine###Presenter: – Insuredmine
###
2:30 PM – 3:30 PM PST
(8996) Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your Agency
2:30 PM – 3:30 PM PST
(8996) Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your AgencyLocation: Joshua 10Sponsored Session
Rick Morgan – Wahve ### 1741326###Presenter###Sr. VP Marketing###Wahve###Presenter: – Wahve
###
2:30 PM – 3:30 PM PST
(8999) Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually work
2:30 PM – 3:30 PM PST
(8999) Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually workLocation: Joshua 8Sponsored Session
Justin Goodman – Total CSR ### 2075437###Presenter###CEO ###Total CSR###Presenter: – Total CSR
### 2:30 PM – 3:30 PM PST
(9000) Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processes
2:30 PM – 3:30 PM PST
(9000) Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processesLocation: Joshua 3Sponsored Session
John McDonald – blueC 802 Inc ### 1741330###Presenter###CTO###blueC 802 Inc###Presenter: – blueC 802 Inc
###
2:30 PM – 3:30 PM PST
(9002) IPFS Integrations with Applied Epic
2:30 PM – 3:30 PM PST
(9002) IPFS Integrations with Applied EpicLocation: Joshua 1Sponsored Session
Gary Korte (he/him/his) – Imperial PFS ### 2075440###Presenter###Director of Integrations & CRM###Imperial PFS###Presenter: – Imperial PFS
### he/him/his2:30 PM – 3:30 PM PST
(9004) Discover the Future of Insurance Agency Operations
2:30 PM – 3:30 PM PST
(9004) Discover the Future of Insurance Agency OperationsLocation: Joshua 5 – Eleviant CTG + Milliken Agency Services
Sponsored Session
Mark Rogers – Eleviant CTG + Milliken Agency Services ### 2075442###Presenter###Managing Director, Head of Global Product Sales###Eleviant CTG + Milliken Agency Services###Presenter: – Eleviant CTG + Milliken Agency Services
### @@@ Gary Milliken ### 2075443###Presenter#########Presenter:
### @@@ Matt Milliken ### 2075444###Presenter#########Presenter:
###
2:30 PM – 3:30 PM PST
(9007) Lessons From the Frontline: How Can You Take a People-First Approach in the New World of Artificial Intelligence?
2:30 PM – 3:30 PM PST
(9007) Lessons From the Frontline: How Can You Take a People-First Approach in the New World of Artificial Intelligence?Location: Mariposa 6 – Dana Beals Consulting, LLC
Sponsored Session
Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###Presenter: – Dana Beals Consulting, LLC
### @@@ Jeff Smith ### 2164201###Presenter#########Presenter:
### @@@ Steven Salar ### 2164202###Presenter#########Presenter:
### 2:30 PM – 3:30 PM PST
(9008) How an Integrated VoIP System Can Drive Revenue and Retention Gains
2:30 PM – 3:30 PM PST
(9008) How an Integrated VoIP System Can Drive Revenue and Retention GainsLocation: Mariposa 8Sponsored Session
Charlie Griffin – The Redcliffe Group ### 2165330###Presenter###CTO###The Redcliffe Group###Presenter: – The Redcliffe Group
###
4:00 PM – 5:00 PM PST
Networking Roundtables
4:00 PM – 5:00 PM PST
Networking Roundtables
Location: Juniper
5:00 PM – 7:00 PM PST
Welcome Reception in the Applied Net Exchange
5:00 PM – 7:00 PM PST
Welcome Reception in the Applied Net Exchange
Location: Pinyon
7:00 PM – 9:00 PM PST
Total CSR Opening Reception
7:00 PM – 9:00 PM PST
Total CSR Opening Reception
Location: Ironwood Terrace
