- Monday, October 3, 2022
7:15 AM – 8:15 AM CST
Breakfast
7:15 AM – 8:15 AM CST
Breakfast
Location: Ryman Hall
8:30 AM – 10:30 AM CST
Opening Session and Keynote Addresses
8:30 AM – 10:30 AM CST
Opening Session and Keynote Addresses
Location: Delta Ballroom
11:00 AM – 12:00 PM CST
2151 - Creation of an Internal Centralized Service Center Department
11:00 AM – 12:00 PM CST
2151 - Creation of an Internal Centralized Service Center DepartmentLocation: Ryman Ballroom C – Oakbridge Insurance Agency
– Oakbridge Insurance
– Oakbridge Insurance
Applied Epic
Jean Stroud – Oakbridge Insurance Agency ### 1680268###Presenter###Operations Analyst###Oakbridge Insurance Agency###Presenter: – Oakbridge Insurance Agency
### @@@ Jackie Mims ### 1680280###Presenter#########Presenter:
### @@@ Sandy Whidby – Oakbridge Insurance ### 1680289###Presenter###Epic Training & Auditing Specialist###Oakbridge Insurance###Presenter: – Oakbridge Insurance
### @@@ Aimee Joiner – Oakbridge Insurance ### 1680291###Presenter###Training & Auditing Specialist###Oakbridge Insurance###Presenter: – Oakbridge Insurance
###
11:00 AM – 12:00 PM CST
2152 - Microsoft Excel - Intermediate
11:00 AM – 12:00 PM CST
2152 - Microsoft Excel - IntermediateLocation: Governors Ballroom A – Alexant Systems Corporation
Your Management System & Third Party Programs
Sue Good – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###Presenter: – Alexant Systems Corporation
###
11:00 AM – 12:00 PM CST
2177 - How to Stay in Business When You Can't Get Into Your Business
11:00 AM – 12:00 PM CST
2177 - How to Stay in Business When You Can't Get Into Your BusinessLocation: Ryman Studio J – Liberty Mutual Business Insurance / Safeco Insurance
– RiskSOURCE Clark-Theders
– AXiA Insurance Services Inc.
– Smith Insurance Agency
Business Management
Dale Steinke – Liberty Mutual Business Insurance / Safeco Insurance ### 1680257###Moderator###Director, Independent Agency Growth Strategy###Liberty Mutual Business Insurance / Safeco Insurance###Moderator: – Liberty Mutual Business Insurance / Safeco Insurance
### @@@ Theresa Clayton – RiskSOURCE Clark-Theders ### 1719264###Panelist###Director of Finance & Administration###RiskSOURCE Clark-Theders###Panelist: – RiskSOURCE Clark-Theders
### @@@ Pamela M. Kelly – AXiA Insurance Services Inc. ### 1719386###Panelist###Director of Agency Services###AXiA Insurance Services Inc. ###Panelist: – AXiA Insurance Services Inc.
### @@@ Ruth E. Phillips – Smith Insurance Agency ### 1719329###Panelist###Commercial Lines Account Manager###Smith Insurance Agency###Panelist: – Smith Insurance Agency
### 11:00 AM – 12:00 PM CST
2202 - Advanced BDE Reporting
11:00 AM – 12:00 PM CST
2202 - Advanced BDE ReportingLocation: Ryman Studio DApplied Epic
Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Assoc. Dir. Agency Business Application Data###Acrisure LLC###Presenter: – Acrisure LLC
###
11:00 AM – 12:00 PM CST
2227 - Introduction to Internal Processing of Certificates in Applied CSR24
11:00 AM – 12:00 PM CST
2227 - Introduction to Internal Processing of Certificates in Applied CSR24Location: Canal E – Applied Systems
– Applied Systems
Mobility
Brandee Aguilar – Applied Systems ### 1719243###Presenter###Product Instructor###Applied Systems###Presenter: – Applied Systems
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Systems Representative###Director###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2229 - The Commercial Lines and Benefits Clients Experience Using Applied CSR24
11:00 AM – 12:00 PM CST
2229 - The Commercial Lines and Benefits Clients Experience Using Applied CSR24Location: Ryman Studio Q – Applied Systems
– Foundation Risk Partners
– NBT Insurance Agency, LLC
– Ansay & Associates, LLC
– Applied Systems
Mobility
Kim McDonald – Applied Systems ### 1719314###Moderator###Product Instructor III, Activation Services###Applied Systems###Moderator: – Applied Systems
### @@@ Debra Alt – Foundation Risk Partners ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###Panelist: – Foundation Risk Partners
### @@@ Betsy Cook – NBT Insurance Agency, LLC ### 1719265###Panelist###Business Insurance Department Manager ###NBT Insurance Agency, LLC###Panelist: – NBT Insurance Agency, LLC
### @@@ Emily McCutcheon – Ansay & Associates, LLC ### 1719446###Panelist###Director of Operations - Commercial Lines & Employee Benefits###Ansay & Associates, LLC###Panelist: – Ansay & Associates, LLC
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Systems Representative###Insured Services Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Mary Wageman ### 1719415###Panelist#########Panelist:
###
11:00 AM – 12:00 PM CST
2230 - The Personal Lines Client Experience Using Applied CSR24
11:00 AM – 12:00 PM CST
2230 - The Personal Lines Client Experience Using Applied CSR24Location: Canal A – Applied Systems, Inc.
– Liberty Insurance Agency
– Ansay & Associates, LLC
– Applied Systems
Mobility
Angela Mase – Applied Systems, Inc. ### 1719392###Moderator###Agency Consultant###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Jessica Entwistle – Liberty Insurance Agency ### 1719277###Panelist###Personal Insurance Department Manager###Liberty Insurance Agency###Panelist: – Liberty Insurance Agency
### @@@ Greg Kirsch – Ansay & Associates, LLC ### 1760236###Panelist###Director of IT###Ansay & Associates, LLC###Panelist: – Ansay & Associates, LLC
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Representative###Senior Product Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2231 - CSR24 Bill Pay Integration
11:00 AM – 12:00 PM CST
2231 - CSR24 Bill Pay Integration Location: Tennessee Ballroom B – Applied Systems
– Applied Systems
– Applied Systems
– Applied Systems
Mobility
Jeff Newman – Applied Systems ### 1761968###Presenter###Sr. Product Specialist - Accounting###Applied Systems###Presenter: – Applied Systems
### @@@ Beth Cwikla – Applied Systems ### 1762645###Presenter###Sr Insured Service Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Curtis N. Reed – Applied Systems ### 1722744###Applied Systems Representative###SVP Commercial###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2235 - Acquisitions: The Good, the Great, and the Challenges (Accounting)
11:00 AM – 12:00 PM CST
2235 - Acquisitions: The Good, the Great, and the Challenges (Accounting)Location: Bayou EApplied Epic
Wade Kroeze – Perspective Insurance ### 1680234###Presenter###Controller###Perspective Insurance###Presenter: – Perspective Insurance
###
11:00 AM – 12:00 PM CST
2237 - Applied Marketing Automation: Introduction and Overview
11:00 AM – 12:00 PM CST
2237 - Applied Marketing Automation: Introduction and OverviewLocation: Tennessee Ballroom C – Applied Systems
– Applied Systems
– Applied Marketing Automation
Sales and Marketing
Employee Benefits
Carlie Johnston – Applied Systems ### 1794115###Presenter###Senior Solution Consultant###Applied Systems###Presenter: – Applied Systems
### @@@ Lisa Muvich – Applied Systems ### 1719319###Applied Systems Representative###Sr. Manager, Content Strategy###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ JF LeBlanc – Applied Marketing Automation ### 1719304###Applied Systems Representative###Senior Product Manager###Applied Marketing Automation###Applied Systems Representative: – Applied Marketing Automation
### 11:00 AM – 12:00 PM CST
2244 - Fundamental Cybersecurity Investments
11:00 AM – 12:00 PM CST
2244 - Fundamental Cybersecurity InvestmentsLocation: Ryman Ballroom FSystem Administration
Canada
Grant Hester – Linchpin ### 1719291###Presenter###Founder and President###Linchpin###Presenter: – Linchpin
###
11:00 AM – 12:00 PM CST
2267 - Strategies to Manage and Maintain Data Quality
11:00 AM – 12:00 PM CST
2267 - Strategies to Manage and Maintain Data QualityLocation: Presidential Ballroom D – Applied Systems
– Johnson Financial Group
– NBT Insurance Agency
– Tate Insurance Group, Inc.
Data Analytics
Larry Klutzke CPA CIC – Applied Systems ### 1719301###Moderator###Agency Consultant###Applied Systems###Moderator: – Applied Systems
### @@@ Patty Andree – Johnson Financial Group ### 1680249###Panelist###Operations and Technology DIrector###Johnson Financial Group###Panelist: – Johnson Financial Group
### @@@ Danielle B. DuFour – NBT Insurance Agency ### 1719274###Panelist###Operations Manager###NBT Insurance Agency###Panelist: – NBT Insurance Agency
### @@@ Jennifer Peck – Tate Insurance Group, Inc. ### 1719398###Panelist###Operations Manager###Tate Insurance Group, Inc. ###Panelist: – Tate Insurance Group, Inc.
###
11:00 AM – 12:00 PM CST
2279 - Tracking Productivity and Auditing Data in Employee Benefits
11:00 AM – 12:00 PM CST
2279 - Tracking Productivity and Auditing Data in Employee BenefitsLocation: Bayou A – BXS Insurance
– Applied Systems
– Applied Systems
Employee Benefits
Data Analytics
Chet Pilley – BXS Insurance ### 1719330###Presenter###Director of Analytics###BXS Insurance###Presenter: – BXS Insurance
### @@@ Burton Tower – Applied Systems ### 1719353###Presenter###Product Consultant, Employee Benefits###Applied Systems###Presenter: – Applied Systems
### @@@ Kathryn A. Boehl – Applied Systems ### 1765051###Applied Systems Representative###Operations Consultant###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2291 - Microsoft Word and Applied Epic: SET Field Commands Are Magic
11:00 AM – 12:00 PM CST
2291 - Microsoft Word and Applied Epic: SET Field Commands Are MagicLocation: Ryman Studio NYour Management System & Third Party Programs
Applied Epic
Jennifer Tindall – Applied Systems, Inc. ### 1719412###Presenter###Solution Specialist Team Lead###Applied Systems, Inc. ###Presenter: – Applied Systems, Inc.
###
11:00 AM – 12:00 PM CST
2301 - How to Have Difficult Conversations
11:00 AM – 12:00 PM CST
2301 - How to Have Difficult ConversationsLocation: Bayou C – Alliant Insurance Services, Inc.
– Alliant Insurance Services, Inc.
Professional Development
Joseph M. McFadden – Alliant Insurance Services, Inc. ### 1680279###Presenter###Instructional Design Lead###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### @@@ Carla Spencer (she/her/hers) – Alliant Insurance Services, Inc. ### 1752485###Presenter###Vice President, Sr. Manager, Learning & Development###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### she/her/hers
11:00 AM – 12:00 PM CST
2316 - Using the Applied Epic Commercial Policy Risk Utility
11:00 AM – 12:00 PM CST
2316 - Using the Applied Epic Commercial Policy Risk UtilityLocation: Ryman Studio F – Alliant Insurance Services, Inc.
– Applied Systems
Applied Epic
System Administration
Brenda Nevil – Alliant Insurance Services, Inc. ### 1680238###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
### @@@ Brez Jacobus (she/her/hers) – Applied Systems ### 1792826###Presenter###Business Architect###Applied Systems###Presenter: – Applied Systems
### she/her/hers
11:00 AM – 12:00 PM CST
2333 - Applied Epic New Features and Capabilities
11:00 AM – 12:00 PM CST
2333 - Applied Epic New Features and CapabilitiesLocation: Presidential Ballroom CApplied Epic
Katie Kahl (she/her/hers) – Applied Systems ### 1719295###Presenter###SVP, Product Management - Agency Platform###Applied Systems###Presenter: – Applied Systems
### she/her/hers @@@ Catherine Shertenlieb ### 1806530###Presenter#########Presenter:
###
11:00 AM – 12:00 PM CST
2337 - Using Scheduled Reports to Audit Daily Transactions
11:00 AM – 12:00 PM CST
2337 - Using Scheduled Reports to Audit Daily TransactionsLocation: Governors Ballroom C – OTIP Insurance Brokers
– OTIP
Applied Epic
Canada
Melissa Lukas – OTIP Insurance Brokers ### 1719309###Presenter###Business Implementation & Enablement Manager###OTIP Insurance Brokers###Presenter: – OTIP Insurance Brokers
### @@@ Christie Smith – OTIP ### 1719406###Presenter###Reconciliation Specialist###OTIP###Presenter: – OTIP
###
11:00 AM – 12:00 PM CST
2344 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 1
11:00 AM – 12:00 PM CST
2344 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 1Location: Presidential Ballroom ABApplied Epic
John Warn – Rue Insurance ### 1680269###Presenter###Vice President, Treasurer###Rue Insurance###Presenter: – Rue Insurance
###
11:00 AM – 12:00 PM CST
2352 - Indio 101
11:00 AM – 12:00 PM CST
2352 - Indio 101Location: Governors Ballroom B – Applied Systems, Inc.
– Applied Systems
Commercial Lines
Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Presenter###Solution Specialist###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### he/him/his @@@ Alicia L. de Cervantes – Applied Systems ### 1719374###Applied Systems Representative###Sr Customer Success Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2394 - A Successful Collaboration Between an Agency and Insurer
11:00 AM – 12:00 PM CST
2394 - A Successful Collaboration Between an Agency and InsurerLocation: Ryman Studio L
– ASNOA
– EMPLOYERS
– The Travelers
Insurer Connectivity
Heather Prabish ### 1719399###Applied Systems Representative#########Applied Systems Representative:
### @@@ Kathy Bova – ASNOA ### 1719251###Presenter###Vice President of Operations###ASNOA###Presenter: – ASNOA
### @@@ Basilios Manousogiannakis – EMPLOYERS ### 1778791###Presenter###Director, Digital & Direct Channels###EMPLOYERS###Presenter: – EMPLOYERS
### @@@ Amanda Morell – The Travelers ### 1778793###Presenter###Director- Business Insurance - Business Capabilities Office - Distribution Integration###The Travelers###Presenter: – The Travelers
### 11:00 AM – 12:00 PM CST
2396 - Ivans Exchange 101
11:00 AM – 12:00 PM CST
2396 - Ivans Exchange 101Location: Tennessee Ballroom D – BHS Insurance Agency
– Ivans
Insurer Connectivity
Lori Heemstra – BHS Insurance Agency ### 1719290###Presenter###Commercial Lines Division Manager###BHS Insurance Agency###Presenter: – BHS Insurance Agency
### @@@ Robyn Orndorf – Ivans ### 1719327###Applied Systems Representative###Agency Customer Success Manager###Ivans###Applied Systems Representative: – Ivans
###
11:00 AM – 12:00 PM CST
2403 - Boost Efficiency with eDocs & Messages Download and Claims Download
11:00 AM – 12:00 PM CST
2403 - Boost Efficiency with eDocs & Messages Download and Claims DownloadLocation: Canal CEZLynx
Carlo Ferrara – StreetSmart Insurance ### 1719278###Presenter###Chief Operations Officer###StreetSmart Insurance###Presenter: – StreetSmart Insurance
###
11:00 AM – 12:00 PM CST
2424 - EZLynx: Applied Pay Has Arrived
11:00 AM – 12:00 PM CST
2424 - EZLynx: Applied Pay Has ArrivedLocation: Ryman Ballroom A – Applied Systems, Inc.
– Applied Systems
EZLynx
Chuck Keeley – Applied Systems, Inc. ### 1719298###Presenter###Senior Solution Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Systems Representative###Senior Product Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
11:00 AM – 12:00 PM CST
2452 - Path to EZLynx – Introduction to EZLynx
11:00 AM – 12:00 PM CST
2452 - Path to EZLynx – Introduction to EZLynxLocation: Ryman Ballroom D – Applied Systems, Inc.
– Applied Systems
EZLynx
Chris Spano – Applied Systems, Inc. ### 1719346###Presenter###Senior Solution Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ TIna Noke – Applied Systems ### 1744708###Presenter###Team Lead - Solution Consulting###Applied Systems###Presenter: – Applied Systems
###
12:00 PM – 1:30 PM CST
Lunch / Applied Net Exchange Open
12:00 PM – 1:30 PM CST
Lunch / Applied Net Exchange Open
Location: Ryman Hall
1:00 PM – 2:00 PM CST
2387 - Ask the EZLynx Experts
1:00 PM – 2:00 PM CST
2387 - Ask the EZLynx ExpertsLocation: Hermitage D – Applied Systems
– Applied Systems
– Applied Systems
– Applied EZLynx
– Applied Systems, Inc.
– Applied Systems
– Applied EZLynx
EZLynx
Aaron Rainey – Applied Systems ### 1719334###Panelist###Dir, Data & Analytics###Applied Systems###Panelist: – Applied Systems
### @@@ Billy Smith – Applied Systems ### 1774228###Panelist###Director Product Management###Applied Systems###Panelist: – Applied Systems
### @@@ Ashok Reddy – Applied Systems ### 1719402###Panelist###Product Manager###Applied Systems###Panelist: – Applied Systems
### @@@ Brenna Johnson – Applied EZLynx ### 1722739###Panelist###Vice President Product Management, EZLynx###Applied EZLynx###Panelist: – Applied EZLynx
### @@@ Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Panelist###Product Manager - EZLynx###Applied Systems, Inc.###Panelist: – Applied Systems, Inc.
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Panelist###Senior Product Manager###Applied Systems###Panelist: – Applied Systems
### @@@ Brenna Johnson – Applied EZLynx ### 1722739###Moderator###Vice President Product Management, EZLynx###Applied EZLynx###Moderator: – Applied EZLynx
### @@@ Don Thomas ### 1806532###Panelist#########Panelist:
### 1:30 PM – 2:15 PM CST
2107 - Acquisitions: The Good, the Great, and the Challenges (Operations)
1:30 PM – 2:15 PM CST
2107 - Acquisitions: The Good, the Great, and the Challenges (Operations)Location: Governors Ballroom CApplied Epic
Jessica Mulder – Perspective Insurance ### 1680235###Presenter###Operations Manager###Perspective Insurance###Presenter: – Perspective Insurance
###
1:30 PM – 2:15 PM CST
2110 - Basic Opportunity Reporting in Applied Epic
1:30 PM – 2:15 PM CST
2110 - Basic Opportunity Reporting in Applied EpicLocation: Ryman Studio B – Knight Insurance Group
– Applied Systems
Sales and Marketing
Applied Epic
John Gage – Knight Insurance Group ### 1680258###Presenter###CIO###Knight Insurance Group###Presenter: – Knight Insurance Group
### @@@ Alicyn Sterrenberg – Applied Systems ### 1719366###Applied Systems Representative###Principal Product Owner ###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2122 - Using Technology to Drive Your Sales and Marketing Strategy
1:30 PM – 2:15 PM CST
2122 - Using Technology to Drive Your Sales and Marketing StrategyLocation: Canal C – Applied Systems, Inc.
– The Signature B&B Companies
– Element Risk Management
– StreetSmart Insurance
Sales and Marketing
Applied Epic
Business Management
Commercial Lines
Data Analytics
Jim Zell – Applied Systems, Inc. ### 1719364###Moderator###Sr. Solution Specialist###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Collin Passman – The Signature B&B Companies ### 1680243###Panelist###IT Coordinator###The Signature B&B Companies###Panelist: – The Signature B&B Companies
### @@@ Anna Shpak – Element Risk Management ### 1719404###Panelist###Creative Director###Element Risk Management###Panelist: – Element Risk Management
### @@@ Jake N. Ferrara – StreetSmart Insurance ### 1719323###Panelist###Principal###StreetSmart Insurance###Panelist: – StreetSmart Insurance
###
1:30 PM – 2:15 PM CST
2153 - Microsoft Excel - Pivot Tables
1:30 PM – 2:15 PM CST
2153 - Microsoft Excel - Pivot TablesLocation: Governors Ballroom A – Alexant Systems Corporation
Your Management System & Third Party Programs
Sue Good – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###Presenter: – Alexant Systems Corporation
###
1:30 PM – 2:15 PM CST
2154 - Emerging Technical Trends for the Modern Agency
1:30 PM – 2:15 PM CST
2154 - Emerging Technical Trends for the Modern AgencyLocation: Bayou C – Kite Technology Group
– Applied
– Adar IT/Rigid Bits Cybersecurity
– Kite Technology Group
Applied Epic
System Administration
Jeff Kite – Kite Technology Group ### 1680265###Moderator###Founder / President###Kite Technology Group###Moderator: – Kite Technology Group
### @@@ Jim Knecht – Applied ### 1680275###Panelist###SVP, Cloud Services###Applied###Panelist: – Applied
### @@@ Ryan Smith – Adar IT/Rigid Bits Cybersecurity ### 1680287###Panelist###VP of Sales & Marketing###Adar IT/Rigid Bits Cybersecurity###Panelist: – Adar IT/Rigid Bits Cybersecurity
### @@@ Jason Gobbel – Kite Technology Group ### 1680273###Panelist###Chief Solutions Officer###Kite Technology Group###Panelist: – Kite Technology Group
### 1:30 PM – 2:15 PM CST
2165 - Optimize Applied Epic for Success - Configuration
1:30 PM – 2:15 PM CST
2165 - Optimize Applied Epic for Success - ConfigurationLocation: Governors Ballroom B – Dana Beals Consulting, LLC
Applied Epic
System Administration
Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###Presenter: – Dana Beals Consulting, LLC
###
1:30 PM – 2:15 PM CST
2225 - Self-Service Portal Part 1: Marketing to Policyholders
1:30 PM – 2:15 PM CST
2225 - Self-Service Portal Part 1: Marketing to PolicyholdersLocation: Ryman Studio N – Applied Systems
– Applied Systems
Mobility
Applied Epic
Rebecca Michelau – Applied Systems ### 1719316###Presenter###Senior Product Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Maggie Essex – Applied Systems ### 1719376###Applied Systems Representative###Solution Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2239 - Applied Epic for Salesforce: Introduction and Overview
1:30 PM – 2:15 PM CST
2239 - Applied Epic for Salesforce: Introduction and OverviewLocation: Tennessee Ballroom D – Sales
– Applied Systems
Sales and Marketing
Employee Benefits
Edward Brown – Sales ### 1719253###Presenter###VP - CRM Sales###Sales###Presenter: – Sales
### @@@ Tom Lind – Applied Systems ### 1719305###Applied Systems Representative###Product Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2254 - Become More Efficient by Utilizing myTAM
1:30 PM – 2:15 PM CST
2254 - Become More Efficient by Utilizing myTAMLocation: Ryman Studio F – Spire America Holdings, Inc.
– Applied Systems
Applied TAM
Brian D. Bartosh – Spire America Holdings, Inc. ### 1719245###Presenter###President###Spire America Holdings, Inc.###Presenter: – Spire America Holdings, Inc.
### @@@ Tim St. John – Applied Systems ### 1719436###Applied Systems Representative###Product Instructor/Activation Services###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2262 - Applied Analytics: What’s New and What’s Next
1:30 PM – 2:15 PM CST
2262 - Applied Analytics: What’s New and What’s NextLocation: Tennessee Ballroom BData Analytics
Sandy Oliver – Applied Systems ### 1719326###Presenter###Director of Product, Data Products Group###Applied Systems###Presenter: – Applied Systems
### 1:30 PM – 2:15 PM CST
2269 - The Connected Experience of a Digital Benefits Agency
1:30 PM – 2:15 PM CST
2269 - The Connected Experience of a Digital Benefits AgencyLocation: Ryman Ballroom F – Applied Systems
– Applied Systems
– Applied Systems
Employee Benefits
Rose Plewa – Applied Systems ### 1719331###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ JC Mahan – Applied Systems ### 1719312###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Kelly Wiza – Applied Systems ### 1719417###Applied Systems Representative###Senior Director, Benefits Products###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2295 - Navigating Flexible Work: Risk Management
1:30 PM – 2:15 PM CST
2295 - Navigating Flexible Work: Risk ManagementLocation: Ryman Studio J – Applied Systems
– Hylant
– Commercial Insurance Associates
– Alliant Insurance Services, Inc.
Business Management
David Gerlach – Applied Systems ### 1719284###Moderator###VP GRC###Applied Systems###Moderator: – Applied Systems
### @@@ Debbie Fischer – Hylant ### 1719279###Panelist###VP, Property & Casualty Service Leader###Hylant###Panelist: – Hylant
### @@@ Lori-Beth Martin – Commercial Insurance Associates ### 1719391###Panelist###Commercial Lines Manager###Commercial Insurance Associates###Panelist: – Commercial Insurance Associates
### @@@ Diana Kiehl – Alliant Insurance Services, Inc. ### 1719428###Panelist###Chief Administrative Officer and Director of Risk Management###Alliant Insurance Services, Inc.###Panelist: – Alliant Insurance Services, Inc.
### 1:30 PM – 2:15 PM CST
2299 - Employee Practice Liability: How to Navigate and Manage People in Today's World
1:30 PM – 2:15 PM CST
2299 - Employee Practice Liability: How to Navigate and Manage People in Today's WorldLocation: Ryman Studio H – FBinsure
– Applied Systems
Business Management
Kerrie L. Koestner – FBinsure ### 1680256###Presenter###Senior Vice President###FBinsure###Presenter: – FBinsure
### @@@ Joy Jack – Applied Systems ### 1719383###Presenter###Director###Applied Systems###Presenter: – Applied Systems
###
1:30 PM – 2:15 PM CST
2309 - Work Reimagined: Staying Connected in Our New Way of Work
1:30 PM – 2:15 PM CST
2309 - Work Reimagined: Staying Connected in Our New Way of WorkLocation: Ryman Ballroom ABusiness Management
Bridget Penney – Applied Systems ### 1719328###Presenter###Chief People Officer###Applied Systems ###Presenter: – Applied Systems
###
1:30 PM – 2:15 PM CST
2312 - Using Epic Quotes Personal Lines to Grow Your Business
1:30 PM – 2:15 PM CST
2312 - Using Epic Quotes Personal Lines to Grow Your BusinessLocation: Bayou A – Applied Systems, Inc.
– FBBInsurance
– IMA Select, LLC
– The Liberty Company Insurance Brokers LLC
Applied Epic
Jennifer Tindall – Applied Systems, Inc. ### 1719412###Moderator###Solution Specialist Team Lead###Applied Systems, Inc. ###Moderator: – Applied Systems, Inc.
### @@@ Morgan Cox – FBBInsurance ### 1719266###Panelist###Insurance Project Manager ###FBBInsurance ###Panelist: – FBBInsurance
### @@@ Michele Womack – IMA Select, LLC ### 1755180###Panelist###Operations Manager###IMA Select, LLC ###Panelist: – IMA Select, LLC
### @@@ Kathryn Lerch – The Liberty Company Insurance Brokers LLC ### 1680286###Panelist###Director of Operations###The Liberty Company Insurance Brokers LLC###Panelist: – The Liberty Company Insurance Brokers LLC
###
1:30 PM – 2:15 PM CST
2336 - New Applied Epic Reports: Part 1
1:30 PM – 2:15 PM CST
2336 - New Applied Epic Reports: Part 1Location: Presidential Ballroom C – Applied Systems Canada
– Applied Systems, Inc.
Applied Epic
System Administration
Sarah Caruso – Applied Systems Canada ### 1719258###Presenter###Team Lead, Activation Services###Applied Systems Canada###Presenter: – Applied Systems Canada
### @@@ Susan A. Weiner – Applied Systems, Inc. ### 1719356###Applied Systems Representative###Sr. Customer Advocate Manager###Applied Systems, Inc.###Applied Systems Representative: – Applied Systems, Inc.
###
1:30 PM – 2:15 PM CST
2343 - An In-Depth Look at Direct Bill Reconciliations
1:30 PM – 2:15 PM CST
2343 - An In-Depth Look at Direct Bill ReconciliationsLocation: Bayou E – Insuramax, Inc.
– Applied Systems
– Applied Systems
Applied Epic
Doug Wickenheiser – Insuramax, Inc. ### 1719360###Presenter###Director of Finance###Insuramax, Inc.###Presenter: – Insuramax, Inc.
### @@@ Dave Younker – Applied Systems ### 1719419###Presenter###Activation Services Team Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Penny Ploski – Applied Systems ### 1719432###Presenter###Principal Product Owner - Epic Accounting###Applied Systems###Presenter: – Applied Systems
###
1:30 PM – 2:15 PM CST
2345 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 2
1:30 PM – 2:15 PM CST
2345 - Become the Nostradomus of Applied Epic Accounting with Budgeting and Forecasting: Part 2Location: Presidential Ballroom ABApplied Epic
John Warn – Rue Insurance ### 1680269###Presenter###Vice President, Treasurer###Rue Insurance###Presenter: – Rue Insurance
###
1:30 PM – 2:15 PM CST
2354 - Using Indio and Applied Epic to Gain Workflow Efficiencies – U.S. Focused
1:30 PM – 2:15 PM CST
2354 - Using Indio and Applied Epic to Gain Workflow Efficiencies – U.S. FocusedLocation: Tennessee Ballroom C – CalNonprofits Insurance Services
– Applied Systems, Inc.
– Applied Systems
Commercial Lines
Colleen Lazanich – CalNonprofits Insurance Services ### 1719303###Presenter###CEO###CalNonprofits Insurance Services###Presenter: – CalNonprofits Insurance Services
### @@@ Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Presenter###Solution Specialist###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### he/him/his @@@ Alicia L. de Cervantes – Applied Systems ### 1719374###Applied Systems Representative###Sr Customer Success Manager###Applied Systems###Applied Systems Representative: – Applied Systems
###
1:30 PM – 2:15 PM CST
2405 - Maximize Efficiency Using Commercial Lines Download
1:30 PM – 2:15 PM CST
2405 - Maximize Efficiency Using Commercial Lines DownloadLocation: Canal AInsurer Connectivity
Lori Heemstra – BHS Insurance Agency ### 1719290###Presenter###Commercial Lines Division Manager###BHS Insurance Agency###Presenter: – BHS Insurance Agency
###
1:30 PM – 2:15 PM CST
2408 - Applied Epic Roadmap: Part 1
1:30 PM – 2:15 PM CST
2408 - Applied Epic Roadmap: Part 1Location: Presidential Ballroom D – Applied Systems
– Applied Systems
– Applied Systems
Applied Epic
Katie Kahl (she/her/hers) – Applied Systems ### 1719295###Presenter###SVP, Product Management - Agency Platform###Applied Systems###Presenter: – Applied Systems
### she/her/hers @@@ Kate Hewitt – Applied Systems ### 1719292###Presenter###VP, Product Management - Epic ###Applied Systems ###Presenter: – Applied Systems
### @@@ Shane Foster – Applied Systems ### 1803305###Presenter###VP, Product Management###Applied Systems###Presenter: – Applied Systems
### 1:30 PM – 2:15 PM CST
2435 - What Agency Model Are You?
1:30 PM – 2:15 PM CST
2435 - What Agency Model Are You?Location: Canal EBusiness Management
Jason Cass ### 1719259###Presenter#########Presenter:
### 1:30 PM – 2:15 PM CST
2454 - Path to EZLynx – What to Expect in an EZLynx Implementation
1:30 PM – 2:15 PM CST
2454 - Path to EZLynx – What to Expect in an EZLynx ImplementationLocation: Ryman Ballroom D – Applied Systems
– EZLynx
EZLynx
Kim Dudek – Applied Systems ### 1744711###Presenter###Director, Activation Services###Applied Systems###Presenter: – Applied Systems
### @@@ Nathan Walker – EZLynx ### 1744715###Presenter###Sr. Data Conversion Manager###EZLynx###Presenter: – EZLynx
###
2:30 PM – 4:00 PM CST
2416 - Canadian Marketplace Update
2:30 PM – 4:00 PM CST
2416 - Canadian Marketplace UpdateLocation: Tennessee Ballroom B – Applied Systems
– Applied Systems, Inc.
Applied Epic
Canada
William Ma – Applied Systems ### 1719311###Presenter###VP of Product Management and Innovation, Canada ###Applied Systems ###Presenter: – Applied Systems
### @@@ Steve Whitelaw – Applied Systems, Inc. ### 1730334###Presenter###Senior Vice President & General Manager, Canada###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### 2:45 PM – 3:30 PM CST
2102 - Using Custom Forms to Manage Unique Lines of Business
2:45 PM – 3:30 PM CST
2102 - Using Custom Forms to Manage Unique Lines of BusinessLocation: Canal C – Applied Systems, Inc.
– The Harbin Agency
– Jacobs L P Inc
– Navacord Inc.
Applied Epic
Commercial Lines
Angela Mase – Applied Systems, Inc. ### 1719392###Moderator###Agency Consultant###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
### @@@ Natalie Thompson – The Harbin Agency ### 1680253###Panelist###Operations Manager###The Harbin Agency###Panelist: – The Harbin Agency
### @@@ Geoff Le Quelenec – Jacobs L P Inc ### 1719389###Panelist###CEO###Jacobs L P Inc###Panelist: – Jacobs L P Inc
### @@@ Erich Belan – Navacord Inc. ### 1719423###Panelist###Application Lead###Navacord Inc.###Panelist: – Navacord Inc.
###
2:45 PM – 3:30 PM CST
2113 - Applied Epic Custom Forms Design: Part 1
2:45 PM – 3:30 PM CST
2113 - Applied Epic Custom Forms Design: Part 1Location: Tennessee Ballroom C – Alliant Insurance Services, Inc.
Applied Epic
Brenda Nevil – Alliant Insurance Services, Inc. ### 1680238###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###Presenter: – Alliant Insurance Services, Inc.
###
2:45 PM – 3:30 PM CST
2121 - Developing Workflows That Work in Applied Epic
2:45 PM – 3:30 PM CST
2121 - Developing Workflows That Work in Applied EpicLocation: Bayou A – The Signature B&B Companies
Applied Epic
Commercial Lines
Employee Benefits
Collin Passman – The Signature B&B Companies ### 1680243###Presenter###IT Coordinator###The Signature B&B Companies###Presenter: – The Signature B&B Companies
###
2:45 PM – 3:30 PM CST
2140 - What Every Agency Principal Should Know About Agency Financials
2:45 PM – 3:30 PM CST
2140 - What Every Agency Principal Should Know About Agency FinancialsLocation: Bayou E – Maureen Boeing Consulting LLC
Applied Epic
Maureen Boeing – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC ###Presenter: – Maureen Boeing Consulting LLC
###
2:45 PM – 3:30 PM CST
2145 - How to Prepare and Have Success with Your New Hire
2:45 PM – 3:30 PM CST
2145 - How to Prepare and Have Success with Your New HireLocation: Canal ABusiness Management
Professional Development
Kerrie L. Koestner – FBinsure ### 1680256###Presenter###Senior Vice President###FBinsure###Presenter: – FBinsure
###
2:45 PM – 3:30 PM CST
2226 - Self-Service Portal Part 2: Driving Adoption
2:45 PM – 3:30 PM CST
2226 - Self-Service Portal Part 2: Driving AdoptionLocation: Bayou C – Applied Systems
– NBT Insurance Agency
– Atlantic FCU Insurance Services LLC
– Applied Systems
– John M Glover Agency
Mobility
Maggie Essex – Applied Systems ### 1719376###Moderator###Solution Specialist###Applied Systems###Moderator: – Applied Systems
### @@@ Bernadette Richer – NBT Insurance Agency ### 1719338###Panelist###VP of Commercial Lines###NBT Insurance Agency###Panelist: – NBT Insurance Agency
### @@@ Dawn Post – Atlantic FCU Insurance Services LLC ### 1699614###Panelist###Agency Manager###Atlantic FCU Insurance Services LLC###Panelist: – Atlantic FCU Insurance Services LLC
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Representative###Senior Product Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Melissa Mallozzi – John M Glover Agency ### 1680278###Panelist###Account Manager ###John M Glover Agency ###Panelist: – John M Glover Agency
### 2:45 PM – 3:30 PM CST
2241 - Salesforce Administration for Applied Epic for Salesforce
2:45 PM – 3:30 PM CST
2241 - Salesforce Administration for Applied Epic for SalesforceLocation: Ryman Studio H – Applied Systems
– Sales
Sales and Marketing
Employee Benefits
Tom Lind – Applied Systems ### 1719305###Presenter###Product Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Edward Brown – Sales ### 1719253###Applied Systems Representative###VP - CRM Sales###Sales###Applied Systems Representative: – Sales
###
2:45 PM – 3:30 PM CST
2250 - Applied TAM Extra Criteria
2:45 PM – 3:30 PM CST
2250 - Applied TAM Extra CriteriaLocation: Ryman Ballroom C – Spire America Holdings, Inc.
– Applied Systems
Applied TAM
Brian D. Bartosh – Spire America Holdings, Inc. ### 1719245###Presenter###President###Spire America Holdings, Inc.###Presenter: – Spire America Holdings, Inc.
### @@@ Jeff Kaufmann – Applied Systems ### 1719297###Presenter###Product Manager###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:30 PM CST
2251 - Accounting in the Digital Age
2:45 PM – 3:30 PM CST
2251 - Accounting in the Digital AgeLocation: Ryman Studio FApplied TAM
Ro Olguin – Applied Systems, Inc. ### 1719325###Presenter###Manager, Activation Services###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
2:45 PM – 3:30 PM CST
2275 - Best Practices for Managing Employee Benefits in Applied Epic Part 1: Accounting and Commissions
2:45 PM – 3:30 PM CST
2275 - Best Practices for Managing Employee Benefits in Applied Epic Part 1: Accounting and CommissionsLocation: Ryman Studio N – Applied Systems, Inc.
– Applied Systems
– Applied Systems
Employee Benefits
Susan A. Weiner – Applied Systems, Inc. ### 1719356###Presenter###Sr. Customer Advocate Manager###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Dave Younker – Applied Systems ### 1719419###Presenter###Activation Services Team Manager###Applied Systems###Presenter: – Applied Systems
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Systems Representative###Agency Consultant###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:30 PM CST
2282 - Applied Benefits: What's New and What's Next
2:45 PM – 3:30 PM CST
2282 - Applied Benefits: What's New and What's NextLocation: Governors Ballroom C – Applied Systems
– Applied Systems
Employee Benefits
Kelly Wiza – Applied Systems ### 1719417###Presenter###Senior Director, Benefits Products###Applied Systems###Presenter: – Applied Systems
### @@@ Dan Morrill – Applied Systems ### 1719318###Presenter###Product Manager, Applied Benefits Designer###Applied Systems###Presenter: – Applied Systems
### 2:45 PM – 3:30 PM CST
2285 - Applied Epic Outputs and Deliverables
2:45 PM – 3:30 PM CST
2285 - Applied Epic Outputs and DeliverablesLocation: Canal E – Ottawa Kent Insurance Agency Inc
– Applied Systems
– Applied Systems
Employee Benefits
Heather Bolhuis – Ottawa Kent Insurance Agency Inc ### 1719250###Presenter###Account Manager###Ottawa Kent Insurance Agency Inc###Presenter: – Ottawa Kent Insurance Agency Inc
### @@@ JC Mahan – Applied Systems ### 1719312###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Kim McDonald – Applied Systems ### 1719314###Applied Systems Representative###Product Instructor III, Activation Services###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:30 PM CST
2293 - Navigating Flexible Work: Team Management
2:45 PM – 3:30 PM CST
2293 - Navigating Flexible Work: Team ManagementLocation: Tennessee Ballroom D – Applied Systems
– FBBInsurance
– Compass Insurance Services, Inc.
– Kemner Iott Benz
Business Management
Bridget Penney – Applied Systems ### 1719328###Moderator###Chief People Officer###Applied Systems ###Moderator: – Applied Systems
### @@@ Morgan Cox – FBBInsurance ### 1719266###Panelist###Insurance Project Manager ###FBBInsurance ###Panelist: – FBBInsurance
### @@@ Pamela Deanovich – Compass Insurance Services, Inc. ### 1719373###Panelist###Commercial Lines Account Manager###Compass Insurance Services, Inc.###Panelist: – Compass Insurance Services, Inc.
### @@@ Kristen Goodwin – Kemner Iott Benz ### 1719426###Panelist###VP of Information Systems###Kemner Iott Benz###Panelist: – Kemner Iott Benz
### 2:45 PM – 3:30 PM CST
2335 - New Applied Epic Reports: Part 2
2:45 PM – 3:30 PM CST
2335 - New Applied Epic Reports: Part 2Location: Presidential Ballroom ABApplied Epic
Data Analytics
System Administration
Sarah Caruso – Applied Systems Canada ### 1719258###Presenter###Team Lead, Activation Services###Applied Systems Canada###Presenter: – Applied Systems Canada
###
2:45 PM – 3:30 PM CST
2340 - Basics of Applied Epic Reporting
2:45 PM – 3:30 PM CST
2340 - Basics of Applied Epic ReportingLocation: Governors Ballroom B – Bitonti Insurance Group
Applied Epic
Hannah Jacobs – Bitonti Insurance Group ### 1719294###Presenter###Accounting Manager###Bitonti Insurance Group###Presenter: – Bitonti Insurance Group
###
2:45 PM – 3:30 PM CST
2356 - Introduction to Tarmika
2:45 PM – 3:30 PM CST
2356 - Introduction to Tarmika Location: Ryman Ballroom A – Ivans
– Tarmika
– Applied Systems
Commercial Lines
Ryan Lapp – Ivans ### 1719388###Applied Systems Representative###Product Manager, Ivans Distribution Platform###Ivans###Applied Systems Representative: – Ivans
### @@@ Lauren Emmons – Tarmika ### 1791597###Presenter###Strategic Relationship Manager###Tarmika ###Presenter: – Tarmika
### @@@ Kate Hewitt – Applied Systems ### 1719292###Presenter###VP, Product Management - Epic ###Applied Systems ###Presenter: – Applied Systems
### 2:45 PM – 3:30 PM CST
2369 - EZLynx: Agency Communication and Marketing
2:45 PM – 3:30 PM CST
2369 - EZLynx: Agency Communication and MarketingLocation: Ryman Studio J – Applied Systems
– Applied Systems
EZLynx
Kara Wood – Applied Systems ### 1719362###Presenter###Solution Consultant###Applied Systems ###Presenter: – Applied Systems
### @@@ Billy Smith – Applied Systems ### 1774228###Applied Systems Representative###Director Product Management###Applied Systems###Applied Systems Representative: – Applied Systems
###
2:45 PM – 3:30 PM CST
2397 - Ivans Exchange 201
2:45 PM – 3:30 PM CST
2397 - Ivans Exchange 201Location: Governors Ballroom AInsurer Connectivity
Lori Heemstra – BHS Insurance Agency ### 1719290###Presenter###Commercial Lines Division Manager###BHS Insurance Agency###Presenter: – BHS Insurance Agency
###
2:45 PM – 3:30 PM CST
2399 - Using Ivans Download and Ivans eServicing in Applied Epic
2:45 PM – 3:30 PM CST
2399 - Using Ivans Download and Ivans eServicing in Applied EpicLocation: Ryman Studio B – Applied Systems
– Bitonti Insurance Group
– German American Insurance
– High Street Insurance Partners, Inc.
Insurer Connectivity
Bart Bailey – Applied Systems ### 1719244###Moderator###Product Owner - Interface###Applied Systems###Moderator: – Applied Systems
### @@@ Kristin Thelen – Bitonti Insurance Group ### 1719351###Panelist###VP of Operations ###Bitonti Insurance Group ###Panelist: – Bitonti Insurance Group
### @@@ Olivia Ziegler – German American Insurance ### 1719420###Panelist###Operations & Systems Administrator###German American Insurance###Panelist: – German American Insurance
### @@@ Donna LaGoy – High Street Insurance Partners, Inc. ### 1719387###Panelist###Senior Vice President, Business Intellgence###High Street Insurance Partners, Inc.###Panelist: – High Street Insurance Partners, Inc.
###
2:45 PM – 3:30 PM CST
2410 - Applied Epic New Features and Capabilities (Repeat)
2:45 PM – 3:30 PM CST
2410 - Applied Epic New Features and Capabilities (Repeat)Location: Presidential Ballroom CApplied Epic
Katie Kahl (she/her/hers) – Applied Systems ### 1719295###Presenter###SVP, Product Management - Agency Platform###Applied Systems###Presenter: – Applied Systems
### she/her/hers @@@ Catherine Shertenlieb ### 1806530###Presenter#########Presenter:
###
2:45 PM – 3:30 PM CST
2412 - Applied Epic Roadmap: Part 2
2:45 PM – 3:30 PM CST
2412 - Applied Epic Roadmap: Part 2Location: Presidential Ballroom D – Applied Systems Inc.
– Applied Systems
– Applied Systems, Inc.
Applied Epic
Dana Stasiak – Applied Systems Inc. ### 1719348###Presenter###Product Director, Epic - Enterprise Systems###Applied Systems Inc.###Presenter: – Applied Systems Inc.
### @@@ Amanda Recchia – Applied Systems ### 1719401###Presenter###Product Manager- Epic Workflow and Communication Management###Applied Systems###Presenter: – Applied Systems
### @@@ John Hartigan – Applied Systems, Inc. ### 1719427###Presenter###Product Manager, Epic Accounting###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### 2:45 PM – 3:30 PM CST
2417 - Getting Started with Identity Management (IDP) for Applied Software
2:45 PM – 3:30 PM CST
2417 - Getting Started with Identity Management (IDP) for Applied SoftwareLocation: Ryman Studio D – Applied Systems
– Applied Systems
System Administration
Ricky Lopez – Applied Systems ### 1719307###Presenter###VP Solutions ###Applied Systems###Presenter: – Applied Systems
### @@@ Aaron Bowman – Applied Systems ### 1719368###Presenter###Director of Solution Architecture###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:30 PM CST
2423 - EZLynx Reporting and Analytics
2:45 PM – 3:30 PM CST
2423 - EZLynx Reporting and AnalyticsLocation: Ryman Ballroom F – Applied Systems
– EZLynx
EZLynx
Aaron Rainey – Applied Systems ### 1719334###Presenter###Dir, Data & Analytics###Applied Systems###Presenter: – Applied Systems
### @@@ Berly Panachakunnel – EZLynx ### 1719397###Applied Systems Representative###Business Analyst II###EZLynx###Applied Systems Representative: – EZLynx
###
2:45 PM – 3:30 PM CST
2432 - Trends Reshaping Our Industry
2:45 PM – 3:30 PM CST
2432 - Trends Reshaping Our IndustryLocation: Ryman Studio QBusiness Management
Tom Doran ### 1719273###Presenter#########Presenter:
### 2:45 PM – 3:30 PM CST
2437 - Getting Started with APIs
2:45 PM – 3:30 PM CST
2437 - Getting Started with APIsLocation: Ryman Studio LSystem Administration
Mike Baker – Applied Systems ### 1722730###Presenter###Sr. Platform Product Manager###Applied Systems###Presenter: – Applied Systems
###
2:45 PM – 3:30 PM CST
2448 - Path to Epic – What to Expect in an Epic Implementation
2:45 PM – 3:30 PM CST
2448 - Path to Epic – What to Expect in an Epic ImplementationLocation: Ryman Ballroom DApplied Epic
Jennifer Duggan – Applied Systems ### 1756252###Presenter###Senior Implementation Lead###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2124 - Segmenting Your Clients
4:00 PM – 4:45 PM CST
2124 - Segmenting Your ClientsLocation: Governors Ballroom C – Johnson Financial Group
Applied Epic
Data Analytics
Patty Andree – Johnson Financial Group ### 1680249###Presenter###Operations and Technology DIrector###Johnson Financial Group###Presenter: – Johnson Financial Group
###
4:00 PM – 4:45 PM CST
2134 - Volunteering with Your Local Applied Client Network Chapter
4:00 PM – 4:45 PM CST
2134 - Volunteering with Your Local Applied Client Network ChapterLocation: Ryman Studio J – Brown Insurance Services
– John M Glover Agency
– Harry Levine Insurance
– The Signature B&B Companies
– Downeast Insurance, LLC
Professional Development
Tammy L. Mulrain – Brown Insurance Services ### 1680267###Moderator###Vice President of Operations###Brown Insurance Services###Moderator: – Brown Insurance Services
### @@@ Melissa Mallozzi – John M Glover Agency ### 1680278###Panelist###Account Manager ###John M Glover Agency ###Panelist: – John M Glover Agency
### @@@ Julie Levine – Harry Levine Insurance ### 1680277###Panelist###Vice President###Harry Levine Insurance###Panelist: – Harry Levine Insurance
### @@@ Collin Passman – The Signature B&B Companies ### 1680243###Panelist###IT Coordinator###The Signature B&B Companies###Panelist: – The Signature B&B Companies
### @@@ Stacy Johansen – Downeast Insurance, LLC ### 1719437###Panelist###President###Downeast Insurance, LLC###Panelist: – Downeast Insurance, LLC
### 4:00 PM – 4:45 PM CST
2146 - How to Audit Employees with Activity Reports and a Simple Excel Template
4:00 PM – 4:45 PM CST
2146 - How to Audit Employees with Activity Reports and a Simple Excel TemplateLocation: Tennessee Ballroom D – FBinsure
– AXiA Insurance Services Inc.
– Applied Systems, Inc.
Business Management
Applied Epic
Kerrie L. Koestner – FBinsure ### 1680256###Panelist###Senior Vice President###FBinsure###Panelist: – FBinsure
### @@@ Pamela M. Kelly – AXiA Insurance Services Inc. ### 1719386###Panelist###Director of Agency Services###AXiA Insurance Services Inc. ###Panelist: – AXiA Insurance Services Inc.
### @@@ Jim Zell – Applied Systems, Inc. ### 1719364###Moderator###Sr. Solution Specialist###Applied Systems, Inc.###Moderator: – Applied Systems, Inc.
###
4:00 PM – 4:45 PM CST
2147 - Integrating Custom Forms and Supplemental Screens in Applied Epic: Part 2
4:00 PM – 4:45 PM CST
2147 - Integrating Custom Forms and Supplemental Screens in Applied Epic: Part 2Location: Tennessee Ballroom C – Grimes Insurance Agency, Inc.
Applied Epic
Sherry Burrell – Grimes Insurance Agency, Inc. ### 1680239###Presenter###President###Grimes Insurance Agency, Inc.###Presenter: – Grimes Insurance Agency, Inc.
###
4:00 PM – 4:45 PM CST
2196 - Advanced Tips for Marketing Submissions in Applied Epic: Part 1
4:00 PM – 4:45 PM CST
2196 - Advanced Tips for Marketing Submissions in Applied Epic: Part 1Location: Governors Ballroom B – HUB International
– HUB International
Applied Epic
Cathy Ramirez – HUB International ### 1680237###Presenter###Sr. Operations Trainer###HUB International###Presenter: – HUB International
### @@@ Todd West – HUB International ### 1729177###Presenter###Integration Trainer | M&A Business Operations & Training Delivery###HUB International###Presenter: – HUB International
###
4:00 PM – 4:45 PM CST
2223 - Applied CSR24 and Applied Mobile: What's New and What's Next
4:00 PM – 4:45 PM CST
2223 - Applied CSR24 and Applied Mobile: What's New and What's NextLocation: Presidential Ballroom AB – Applied Systems, Inc.
– Applied Systems
Mobility
Tom Ives – Applied Systems, Inc. ### 1680264###Presenter###Dir. Product Management###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###Applied Systems Representative: – Applied Systems
### 4:00 PM – 4:45 PM CST
2233 - Experience a Day in the Life of a P&C Account Manager Using Applied CSR24
4:00 PM – 4:45 PM CST
2233 - Experience a Day in the Life of a P&C Account Manager Using Applied CSR24Location: Bayou C – Applied Systems
– RiskSOURCE
– NBT Insurance Agency
– Applied Systems
– Sihle Insurance Group
Mobility
Matt Duggan – Applied Systems ### 1719275###Moderator###Insured Services Specialist###Applied Systems###Moderator: – Applied Systems
### @@@ Becky Lehpamer – RiskSOURCE ### 1680276###Panelist###Client Relations Manager###RiskSOURCE###Panelist: – RiskSOURCE
### @@@ Bernadette Richer – NBT Insurance Agency ### 1719338###Panelist###VP of Commercial Lines###NBT Insurance Agency###Panelist: – NBT Insurance Agency
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Representative###Senior Product Specialist###Applied Systems###Applied Systems Representative: – Applied Systems
### @@@ Jacqueline Beracasa – Sihle Insurance Group ### 1719424###Panelist###Software Technology Trainer###Sihle Insurance Group###Panelist: – Sihle Insurance Group
###
4:00 PM – 4:45 PM CST
2242 - How Content Can Help You Connect with Prospects and Clients
4:00 PM – 4:45 PM CST
2242 - How Content Can Help You Connect with Prospects and ClientsLocation: Ryman Studio LSales and Marketing
Employee Benefits
Lisa Muvich – Applied Systems ### 1719319###Presenter###Sr. Manager, Content Strategy###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2248 - Applied TAM Accounting Month End and Reports
4:00 PM – 4:45 PM CST
2248 - Applied TAM Accounting Month End and ReportsLocation: Ryman Studio DApplied TAM
Tim St. John – Applied Systems ### 1719436###Presenter###Product Instructor/Activation Services###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2265 - Leave Complex Reports Behind for Quick, Simplified Dashboards Using Applied Analytics
4:00 PM – 4:45 PM CST
2265 - Leave Complex Reports Behind for Quick, Simplified Dashboards Using Applied AnalyticsLocation: Ryman Studio B – Wheelers Insurance
– Applied Systems Canada
Data Analytics
Mike Newsom – Wheelers Insurance ### 1719322###Presenter###CEO Emeritus###Wheelers Insurance###Presenter: – Wheelers Insurance
### @@@ Sarah Caruso – Applied Systems Canada ### 1719258###Applied Systems Representative###Team Lead, Activation Services###Applied Systems Canada###Applied Systems Representative: – Applied Systems Canada
###
4:00 PM – 4:45 PM CST
2266 - Applied Analytics: A Look Into Market Trends Using Insights Dashboards
4:00 PM – 4:45 PM CST
2266 - Applied Analytics: A Look Into Market Trends Using Insights DashboardsLocation: Ryman Ballroom A – Applied Systems
– Applied Systems
Data Analytics
Sandy Oliver – Applied Systems ### 1719326###Presenter###Director of Product, Data Products Group###Applied Systems###Presenter: – Applied Systems
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Systems Representative###Agency Consultant###Applied Systems###Applied Systems Representative: – Applied Systems
### 4:00 PM – 4:45 PM CST
2281 - Applied Benefits Designer: Introduction and Overview
4:00 PM – 4:45 PM CST
2281 - Applied Benefits Designer: Introduction and OverviewLocation: Bayou E – Applied Systems
– Applied Systems
Employee Benefits
JC Mahan – Applied Systems ### 1719312###Presenter###Solution Specialist###Applied Systems###Presenter: – Applied Systems
### @@@ Dan Morrill – Applied Systems ### 1719318###Applied Systems Representative###Product Manager, Applied Benefits Designer###Applied Systems###Applied Systems Representative: – Applied Systems
###
4:00 PM – 4:45 PM CST
2294 - Navigating Flexible Work: Technology
4:00 PM – 4:45 PM CST
2294 - Navigating Flexible Work: TechnologyLocation: Ryman Studio H – Mike Keith Insurance
– AAA Washington
– Hylant
– Applied Systems
Business Management
Joey Bedell – Mike Keith Insurance ### 1719247###Panelist###Network Administrator###Mike Keith Insurance###Panelist: – Mike Keith Insurance
### @@@ Ed Viscalla – AAA Washington ### 1680282###Panelist###Insurance Operations Manager###AAA Washington###Panelist: – AAA Washington
### @@@ Debbie Fischer – Hylant ### 1719279###Panelist###VP, Property & Casualty Service Leader###Hylant###Panelist: – Hylant
### @@@ James Verhoeff – Applied Systems ### 1752868###Moderator###Director, User Experience###Applied Systems###Moderator: – Applied Systems
### 4:00 PM – 4:45 PM CST
2313 - Epic Quotes Personal Lines: What’s New and Future Roadmap
4:00 PM – 4:45 PM CST
2313 - Epic Quotes Personal Lines: What’s New and Future RoadmapLocation: Presidential Ballroom C – Applied Systems
– Applied Systems
Applied Epic
Business Management
Sales and Marketing
System Administration
Kate Hewitt – Applied Systems ### 1719292###Presenter###VP, Product Management - Epic ###Applied Systems ###Presenter: – Applied Systems
### @@@ Josh Moore – Applied Systems ### 1719395###Presenter###Product Manager, Epic Personal Lines Rating###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2319 - Setting Up Your New Users for Success with Applied Epic
4:00 PM – 4:45 PM CST
2319 - Setting Up Your New Users for Success with Applied EpicLocation: Bayou A – The Accel Group
– BHS Insurance Agency
– RiskSOURCE Clark-Theders
– The McGowan Companies
– Applied Systems
Applied Epic
Business Management
Jen Freymark – The Accel Group ### 1719281###Panelist###Digital Systems Administrator###The Accel Group###Panelist: – The Accel Group
### @@@ Lori Heemstra – BHS Insurance Agency ### 1719290###Panelist###Commercial Lines Division Manager###BHS Insurance Agency###Panelist: – BHS Insurance Agency
### @@@ Deb Welsh – RiskSOURCE Clark-Theders ### 1680270###Panelist###Director of Client Experience###RiskSOURCE Clark-Theders###Panelist: – RiskSOURCE Clark-Theders
### @@@ Toni Straka – The McGowan Companies ### 1719444###Panelist###Implementation Director###The McGowan Companies###Panelist: – The McGowan Companies
### @@@ Tara Butler – Applied Systems ### 1719256###Moderator###Solution Specialist Team Lead###Applied Systems###Moderator: – Applied Systems
###
4:00 PM – 4:45 PM CST
2320 - Using Applied Epic Email Templates to Drive Efficiency and Consistency
4:00 PM – 4:45 PM CST
2320 - Using Applied Epic Email Templates to Drive Efficiency and ConsistencyLocation: Governors Ballroom AApplied Epic
System Administration
Kelly Bruce – Applied Systems ### 1719254###Presenter###Team Manager###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2332 - Setting Up and Managing Attachment Folders in Applied Epic
4:00 PM – 4:45 PM CST
2332 - Setting Up and Managing Attachment Folders in Applied EpicLocation: Canal E – Baldwin Risk Partners
– Applied Systems
Applied Epic
System Administration
Ingrid Smith ANFI, ACSR – Baldwin Risk Partners ### 1719345###Presenter###Business Systems Administrator###Baldwin Risk Partners###Presenter: – Baldwin Risk Partners
### @@@ Michael Chartier – Applied Systems ### 1719261###Presenter###Manager###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2338 - Creating and Managing Automated Reports
4:00 PM – 4:45 PM CST
2338 - Creating and Managing Automated ReportsLocation: Presidential Ballroom D – AXIA Group Insurance Services Inc
– Applied Systems, Inc.
– Applied Systems, Inc.
Applied Epic
Alana Sambor – AXIA Group Insurance Services Inc ### 1719343###Presenter###Director of Operations###AXIA Group Insurance Services Inc###Presenter: – AXIA Group Insurance Services Inc
### @@@ Angela Mase – Applied Systems, Inc. ### 1719392###Presenter###Agency Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Allison Haag – Applied Systems, Inc. ### 1719379###Applied Systems Representative###Team Lead, Education Services###Applied Systems, Inc.###Applied Systems Representative: – Applied Systems, Inc.
###
4:00 PM – 4:45 PM CST
2347 - Everything You Ever Wanted to Know (and More) About Applied Epic Receipts
4:00 PM – 4:45 PM CST
2347 - Everything You Ever Wanted to Know (and More) About Applied Epic ReceiptsLocation: Canal C – Watkins Insurance Group
– Applied Systems
Applied Epic
Traci Blout – Watkins Insurance Group ### 1719249###Presenter###Accounting Manager###Watkins Insurance Group###Presenter: – Watkins Insurance Group
### @@@ Dave Younker – Applied Systems ### 1719419###Presenter###Activation Services Team Manager###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2351 - Indio: What's New and What's Next
4:00 PM – 4:45 PM CST
2351 - Indio: What's New and What's NextLocation: Canal ACommercial Lines
Michael J. Bruns – Indio ### 1719255###Presenter###Solutions Specialist###Indio###Presenter: – Indio
###
4:00 PM – 4:45 PM CST
2373 - EZLynx Submission Center: A Smarter Way to Manage the Commercial Submission Process
4:00 PM – 4:45 PM CST
2373 - EZLynx Submission Center: A Smarter Way to Manage the Commercial Submission ProcessLocation: Ryman Studio N – Applied Systems, Inc.
– EZLynx
EZLynx
Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Presenter###Product Manager - EZLynx###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
### @@@ Janie Turner, CIC, CISR, ACSR – EZLynx ### 1719354###Applied Systems Representative###Subject Matter Expert###EZLynx###Applied Systems Representative: – EZLynx
###
4:00 PM – 4:45 PM CST
2404 - Get the Most Out of Instant Download
4:00 PM – 4:45 PM CST
2404 - Get the Most Out of Instant DownloadLocation: Ryman Studio QInsurer Connectivity
Scott Ingram – Applied Systems ### 1719293###Presenter###Product Manager - Interface###Applied Systems###Presenter: – Applied Systems
###
4:00 PM – 4:45 PM CST
2433 - P&C Distribution Technologies: Do Agencies and Carriers See Eye to Eye?
4:00 PM – 4:45 PM CST
2433 - P&C Distribution Technologies: Do Agencies and Carriers See Eye to Eye?Location: Ryman Studio FBusiness Management
Mark Breading ### 1719252###Presenter#########Presenter:
### 4:00 PM – 4:45 PM CST
2447 - Path to Epic – Introduction to Applied Epic
4:00 PM – 4:45 PM CST
2447 - Path to Epic – Introduction to Applied EpicLocation: Ryman Ballroom DApplied Epic
Caitlin Evans – Applied Systems, Inc. ### 1752595###Presenter###Solution Consultant###Applied Systems, Inc.###Presenter: – Applied Systems, Inc.
###
4:45 PM – 6:15 PM CST
Networking Reception in the Applied Net Exchange
4:45 PM – 6:15 PM CST
Networking Reception in the Applied Net Exchange
Location: Ryman Hall
7:00 PM – 10:00 PM CST
Exclusive Show at the Grand Ole Opry House
7:00 PM – 10:00 PM CST
Exclusive Show at the Grand Ole Opry House
