Zerin Buchanan, CPCU, API, AIS, AIM (he/him/his)

Director of Learning and Quality Control
The Hartwell Corporation
Idaho Falls, Idaho

Disclosure information not submitted.

Presentation(s):

• (2806) Beyond “Talked to Client”: Transforming Agency Documentation Using the S.C.O.P.E Model

  Monday, September 28, 2026
  11:00 AM - 12:00 PM East Coast USA Time

• (2811) From Chaos to Consistency: Build a Powerful Training Engine with Learning Paths and Mentorship

  Thursday, October 1, 2026
  9:30 AM - 10:30 AM East Coast USA Time