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Embedded Premium Finance Processing – Meet the AFCO Team (2736)

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Manager, Product Management - Applied Pay###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his @@@ Kelly Abrams – Applied Systems ### 2045775###Applied Representative###Senior Business Consultant - Finance###Applied Systems ###
Applied Representative: Kelly Abrams – Applied Systems
### 2736
Embedded Premium Finance Processing – Meet the First Insurance Funding Team (2737)

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Manager, Product Management - Applied Pay###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his @@@ Kelly Abrams – Applied Systems ### 2045775###Applied Representative###Senior Business Consultant - Finance###Applied Systems ###
Applied Representative: Kelly Abrams – Applied Systems
### 2737
Embedded Premium Finance Processing – Meet the IPFS Team (2735)

Prasidh Bhajiawala (he/him/his) – Applied Systems ### 2392435###Applied Presenter###Manager, Product Management - Applied Pay###Applied Systems###
Applied Presenter: Prasidh Bhajiawala (he/him/his) – Applied Systems
### he/him/his @@@ Kelly Abrams – Applied Systems ### 2045775###Applied Representative###Senior Business Consultant - Finance###Applied Systems ###
Applied Representative: Kelly Abrams – Applied Systems
### 2735
Employee Productivity Scorecard: Data-Driven Impact (2774)

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 @@@ 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 @@@ James Ramsey – Applied Systems ### 2703486###Applied Representative###Program Education Manager###Applied Systems###
Applied Representative: James Ramsey – Applied Systems
### 2774
Entering Policies in Applied Epic for Reporting Efficiency (2650)

Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Enterprise Architect - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Laura Jermyn – Applied Systems ### 2703480###Applied Representative###Senior Manager###Applied Systems###
Applied Representative: Laura Jermyn – Applied Systems
### 2650
Epic Dashboards by Job Role: Roundtable Discussions (2795)

Katie Hermreck – Elliott Group ### 2685684###Facilitator###Director###Elliott Group###
Facilitator: Katie Hermreck – Elliott Group
### @@@ Jules Mauer (she/her/hers) – TRICOR Insurance ### 3007967###Facilitator###Personal Lines Senior Operations Manager###TRICOR Insurance###
Facilitator: Jules Mauer (she/her/hers) – TRICOR Insurance
### she/her/hers @@@ Su Potti – Applied Systems ### 2395451###Applied Facilitator###Product Manager###Applied Systems###
Applied Facilitator: Su Potti – Applied Systems
### 2795
Epic Quotes Commercial Lines Canada: A Unified Quoting Experience (2652)

Amanda Herlehy (she/her/hers) – Applied Systems ### 2703467###Applied Presenter###Senior Product Instructor, Onboarding & Success Services###Applied Systems###
Applied Presenter: Amanda Herlehy (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 2652
Experience the Difference "Ask EVA" Can Make in Your Agency (2711)

Samantha Lawson – EZLynx ### 2045767###Applied Presenter###Senior Product Manager###EZLynx###
Applied Presenter: Samantha Lawson – 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 2711
Expert Panel: Agency Growth Without the Data Headache: Acquisition Conversion Strategies That Scale (2805)

Jordan Smith – The Hartwell Corporation ### 2038589###Panelist###VP | Chief Information Officer###The Hartwell Corporation###
Panelist: Jordan Smith – The Hartwell Corporation
### @@@ Kimberly Champion Carter – Cross Financial Corp ### 3007951###Panelist###Sr AMS Product Manager & Data Migration Lead###Cross Financial Corp ###
Panelist: Kimberly Champion Carter – Cross Financial Corp
### @@@ Kari Montes (she/her/hers) – Axis Insurance Managers Inc. ### 3007952###Panelist###Vice President, Business Systems###Axis Insurance Managers Inc.###
Panelist: Kari Montes (she/her/hers) – Axis Insurance Managers Inc.
### she/her/hers @@@ Linda J. Van Vark – Alliant Insurance Services ### 2961963###Panelist###Applications Systems Administrator ###Alliant Insurance Services###
Panelist: Linda J. Van Vark – Alliant Insurance Services
### @@@ Adam Hendry – Applied Systems ### 2045791###Applied Moderator###Senior Manager, Services Consulting###Applied Systems ###
Applied Moderator: Adam Hendry – Applied Systems
### 2805
Expert Panel: AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions (2629)

Jordan Smith – The Hartwell Corporation ### 2038589###Panelist###VP | Chief Information Officer###The Hartwell Corporation###
Panelist: Jordan Smith – The Hartwell Corporation
### @@@ Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Jesse B. Gomez (he/him/his) – Applied Systems ### 1719286###Applied Moderator###Sr. Solution Specialist###Applied Systems###
Applied Moderator: Jesse B. Gomez (he/him/his) – Applied Systems
### he/him/his 2629
Expert Panel: Becoming an Agency Preferred Carrier (2600)

Valerie Stratton – Applied Systems ### 3037210###Applied Moderator###Strategic Product Advisor###Applied Systems###
Applied Moderator: Valerie Stratton – Applied Systems
### @@@ Amanda M. Edlin – Sterling G Thompson Co ### 2696656###Panelist###House Business Team Leader###Sterling G Thompson Co###
Panelist: Amanda M. Edlin – Sterling G Thompson Co
### @@@ Jake N. Ferrara – StreetSmart Insurance ### 1719323###Panelist###CIO###StreetSmart Insurance###
Panelist: Jake N. Ferrara – StreetSmart Insurance
### @@@ Kathy Bova – ASNOA ### 1719251###Panelist###Vice President of Operations###ASNOA###
Panelist: Kathy Bova – ASNOA
### 2600
Expert Panel: Best Practices for Managing Renewal Workflows That Include Marketing Coverage(s) (2683)

Spencer Smithersen – The Hartwell Corporation ### 3007961###Panelist###Benefits Account Manager###The Hartwell Corporation###
Panelist: Spencer Smithersen – The Hartwell Corporation
### @@@ 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 @@@ Holly Roberts (she/her/hers) – Sterling Thompson Company ### 3020847###Panelist###Employee Benefits Team Leader###Sterling Thompson Company###
Panelist: Holly Roberts (she/her/hers) – Sterling Thompson Company
### she/her/hers @@@ Ro Olguin – Applied Systems ### 1719325###Applied Moderator###Senior Manager, Onboarding & Success Services###Applied Systems###
Applied Moderator: Ro Olguin – Applied Systems
### 2683
Expert Panel: Building Custom Dashboards to Fit Your Agency Needs (2773)

Rachel Johnson, AAI-M, CIC, CISR (she/her/hers) – CRS Insurance Brokerage ### 2719998###Panelist###Agency Systems Manager###CRS Insurance Brokerage###
Panelist: Rachel Johnson, AAI-M, CIC, CISR (she/her/hers) – CRS Insurance Brokerage
### she/her/hers @@@ Natalia Collura – Holden & Co. Insurance ### 3007960###Panelist###Director of Marketing and Operations Specialist ###Holden & Co. Insurance###
Panelist: Natalia Collura – Holden & Co. Insurance
### @@@ Georges A.E. Elsoud – Nour Assurance ### 3007968###Panelist###Founder###Nour Assurance###
Panelist: Georges A.E. Elsoud – Nour Assurance
### @@@ Jason Hoeppner – NavSav ### 2333104###Panelist###SVP of Systems & Integrations###NavSav###
Panelist: Jason Hoeppner – NavSav
### @@@ Med Frezghi – Applied Systems ### 3037192###Applied Moderator###Associate Consultant###Applied Systems###
Applied Moderator: Med Frezghi – Applied Systems
### 2773
Expert Panel: Catching and Resolving Applied Epic Accounting Errors (2729)

Theresa Clayton (she/her/hers) – One Digital ### 2664567###Panelist###Director of P&C Accounting Operations###One Digital###
Panelist: Theresa Clayton (she/her/hers) – One Digital
### she/her/hers @@@ Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Panelist###Senior Consultant###Alexant Systems Corporation###
Panelist: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2045751###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2729
Expert Panel: Commercial Lines Download and eDocs: Unlocking More Value Than Ever (2671)

Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners/Applied Net###
Panelist: Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net
### she/her/hers @@@ Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Randi Beaudoin – OneDigital ### 3007958###Panelist###Integration & Optimization Specialist - P&C###OneDigital###
Panelist: Randi Beaudoin – OneDigital
### @@@ Ashley Volk (she/her/hers) – Christensen Group Insurance ### 3007955###Panelist###Commercial Lines Training & Audit Leader###Christensen Group Insurance###
Panelist: Ashley Volk (she/her/hers) – Christensen Group Insurance
### she/her/hers @@@ Glenn Wharton – Applied Systems ### 2703479###Applied Moderator###Senior Product Instructor###Applied Systems###
Applied Moderator: Glenn Wharton – Applied Systems
### 2671
Expert Panel: Comparative Rating in Commercial Lines: Driving Small Commercial Efficiency (2665)

Carlo Ferrara – StreetSmart ### 1719278###Panelist###Chief Operations Officer###StreetSmart###
Panelist: Carlo Ferrara – StreetSmart
### @@@ Richard Barbosa ### 3037155###Applied Moderator#########
Applied Moderator: Richard Barbosa
### @@@ Chad Jochum – Applied Systems ### 2045790###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Chad Jochum – Applied Systems
### @@@ Michael Summers ### 3037452###Panelist#########
Panelist: Michael Summers
### 2665
Expert Panel: Connecting the Commercial Lines Client Experience (2651)

Amanda M. Edlin – Sterling G Thompson Co ### 2696656###Panelist###House Business Team Leader###Sterling G Thompson Co###
Panelist: Amanda M. Edlin – Sterling G Thompson Co
### @@@ Jessica Koselansky (she/her/hers) – Acrisure LLC ### 2619384###Panelist###Product Specialist###Acrisure LLC###
Panelist: Jessica Koselansky (she/her/hers) – Acrisure LLC
### she/her/hers @@@ Jillian Rouleau (she/her/hers) – Acrisure, LLC ### 1719342###Panelist###Manager - Epic Product Applications###Acrisure, LLC###
Panelist: Jillian Rouleau (she/her/hers) – Acrisure, LLC
### she/her/hers @@@ Ashley Volk (she/her/hers) – Christensen Group Insurance ### 3007955###Panelist###Commercial Lines Training & Audit Leader###Christensen Group Insurance###
Panelist: Ashley Volk (she/her/hers) – Christensen Group Insurance
### 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 2651
Expert Panel: Creating SOPs That Drive Results (2699)

Jake N. Ferrara – StreetSmart Insurance ### 1719323###Panelist###CIO###StreetSmart Insurance###
Panelist: Jake N. Ferrara – StreetSmart Insurance
### @@@ Carlo Ferrara – StreetSmart ### 1719278###Panelist###Chief Operations Officer###StreetSmart###
Panelist: Carlo Ferrara – StreetSmart
### @@@ Ryan Beukema – EZLynx ### 2343571###Applied Moderator###Director of Product Management###EZLynx###
Applied Moderator: Ryan Beukema – EZLynx
### @@@ Tiffany Blanchard – Insurance & Financial Services Inc. ### 3041371###Panelist###P&C Director###Insurance & Financial Services Inc.###
Panelist: Tiffany Blanchard – Insurance & Financial Services Inc.
### @@@ Mandi Braun – Western Insurance Associates ### 2408929###Panelist###Agent###Western Insurance Associates###
Panelist: Mandi Braun – Western Insurance Associates
### 2699
Expert Panel: Download Smarter: Applied Epic Tips, Tools and Q&A (2749)

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 @@@ Randi Beaudoin – OneDigital ### 3007958###Panelist###Integration & Optimization Specialist - P&C###OneDigital###
Panelist: Randi Beaudoin – OneDigital
### @@@ 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 @@@ Christie Smith (she/her/hers) – OTIP ### 1719406###Panelist###Implementation Specialist###OTIP###
Panelist: Christie Smith (she/her/hers) – OTIP
### 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 2749
Expert Panel: Emerging Technology Trends for the Modern Agency, 2026 Edition (2808)

Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Panelist###Founder###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
### @@@ 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
### @@@ 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 2808
Expert Panel: Epic AutoFill: Streamlining Plan Setup and Eliminating Duplicative Data Entry (2681)

Kelly Knight – Applied Systems ### 3037161###Applied Moderator###VP, Customer Experience - Benefits Solutions###Applied Systems###
Applied Moderator: Kelly Knight – Applied Systems
### 2681
Expert Panel: Epic Search, Unleashed: Agencies Share How Intelligent Search Is Revolutionizing Their Workflows (2634)

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 @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Representative###VP, Product Management - Core Epic###Applied Systems###
Applied Representative: Sajjad Ahmed – Applied Systems
### @@@ Chris Cavin ### 3037227###Applied Moderator#########
Applied Moderator: Chris Cavin
### 2634
Expert Panel: From Chaos to Clarity: How Peers Maximize PL Processes in Applied Epic (2756)

Pamela M. Kelly – AXiA Insurance Services Inc. ### 1719386###Panelist###Director of Agency Services###AXiA Insurance Services Inc. ###
Panelist: Pamela M. Kelly – AXiA Insurance Services Inc.
### @@@ Kelly Urban (she/her/hers) – Harry Levine Insurance ### 3007964###Panelist###Operations Manager###Harry Levine Insurance###
Panelist: Kelly Urban (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Sandra Hogan ### 3037154###Applied Moderator#########
Applied Moderator: Sandra Hogan
### 2756
Expert Panel: Getting Started with Applied Epic Bridge (2630)

Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners/Applied Net###
Panelist: Debra L. Alt (she/her/hers) – Foundation Risk Partners/Applied Net
### she/her/hers @@@ Natalia Collura – Holden & Co. Insurance ### 3007960###Panelist###Director of Marketing and Operations Specialist ###Holden & Co. Insurance###
Panelist: Natalia Collura – Holden & Co. Insurance
### @@@ Kimberly Champion Carter – Cross Financial Corp ### 3007951###Panelist###Sr AMS Product Manager & Data Migration Lead###Cross Financial Corp ###
Panelist: Kimberly Champion Carter – Cross Financial Corp
### @@@ Betsy Cook – NBT Insurance Agency ### 1719265###Panelist###Senior Manager, Commercial Lines Service Department###NBT Insurance Agency###
Panelist: Betsy Cook – NBT Insurance Agency
### @@@ Amanda Recchia (she/her/hers) – Applied Systems ### 1719401###Applied Moderator###Director, Product Management - Epic Workflow and Communications, CSR24 and Mobile###Applied Systems###
Applied Moderator: Amanda Recchia (she/her/hers) – Applied Systems
### she/her/hers @@@ John Rush (he/him/his) – Applied Systems ### 3037224###Applied Representative###Product Manager###Applied Systems###
Applied Representative: John Rush (he/him/his) – Applied Systems
### he/him/his 2630
Expert Panel: How Agentic AI Is Eliminating the Friction from Commercial Submission Workflows (2611)

Katarina Pregelj ### 3037215###Applied Moderator#########
Applied Moderator: Katarina Pregelj
### 2611
Expert Panel: How Organizations Build a Strong High Net Worth Client Program (2766)

Lisa Hamm – Clyde Paul Agency, Inc. ### 3007962###Panelist###President###Clyde Paul Agency, Inc.###
Panelist: Lisa Hamm – Clyde Paul Agency, Inc.
### @@@ Patrick Ward (he/him/his) – Applied Systems ### 3037189###Applied Moderator###Associate Consultant###Applied Systems###
Applied Moderator: Patrick Ward (he/him/his) – Applied Systems
### he/him/his @@@ Stephanie A. LaChance (she/her/hers) – JMG Insurance Corp ### 2478356###Panelist###Senior Vice President of Personal Lines###JMG Insurance Corp###
Panelist: Stephanie A. LaChance (she/her/hers) – JMG Insurance Corp
### she/her/hers @@@ Lynn Hudson ### 3041372###Panelist#########
Panelist: Lynn Hudson
### 2766
Expert Panel: How Top Agencies Approach Remarketing and Retention (2698)

Ryan Beukema – EZLynx ### 2343571###Applied Moderator###Director of Product Management###EZLynx###
Applied Moderator: Ryan Beukema – EZLynx
### @@@ Brandon Hill, CIC – Stockton-Hill Insurance ### 2705137###Panelist###Owner and Agent###Stockton-Hill Insurance###
Panelist: Brandon Hill, CIC – Stockton-Hill Insurance
### @@@ Kayleigh Spradlin – Legacy Bridge Advisors ### 2705139###Panelist###Chief Administrative Officer###Legacy Bridge Advisors###
Panelist: Kayleigh Spradlin – Legacy Bridge Advisors
### @@@ Elizabeth Spence ### 3041370###Panelist#########
Panelist: Elizabeth Spence
### @@@ Jamie Cox – SIAA/ Agents United ### 3007965###Panelist###Agency Growth Coach ###SIAA/ Agents United ###
Panelist: Jamie Cox – SIAA/ Agents United
### 2698
Expert Panel: M&A: How to Tuck-in a Book or Agency into Applied Epic (2726)

Aaron C. Glass (he/him/his) – 104600 ### 2277790###Panelist###Vice President/Controller###104600###
Panelist: Aaron C. Glass (he/him/his) – 104600
### he/him/his @@@ Theresa Clayton (she/her/hers) – One Digital ### 2664567###Panelist###Director of P&C Accounting Operations###One Digital###
Panelist: Theresa Clayton (she/her/hers) – One Digital
### she/her/hers @@@ Heather Shockley – Applied Systems ### 2703473###Applied Moderator###Sr Manager, Applied Pay Implementations###Applied Systems###
Applied Moderator: Heather Shockley – Applied Systems
### 2726
Expert Panel: Managing Changes to Benefits Workflows (2689)

Jennifer Duggan (she/her/hers) – Applied Systems ### 1756252###Applied Moderator###Senior Business Consultant###Applied Systems###
Applied Moderator: Jennifer Duggan (she/her/hers) – Applied Systems
### she/her/hers @@@ Maggie Bouchard ### 3037453###Panelist#########
Panelist: Maggie Bouchard
### @@@ Ariel Peterson – Moreton & Company ### 3046381###Panelist###Training and Compliance Manager###Moreton & Company###
Panelist: Ariel Peterson – Moreton & Company
### @@@ Emily Poeschl (she/her/hers) – McClone Agency, Inc. ### 2672990###Panelist###Employee Benefits Team Lead###McClone Agency, Inc.###
Panelist: Emily Poeschl (she/her/hers) – McClone Agency, Inc.
### she/her/hers 2689
Expert Panel: Mastering Browser Changes: Real-World Strategies from Agency Leaders (2632)

Daniel Horn – Rollo Insurance Group ### 2037307###Panelist###Chief Technology Officer###Rollo Insurance Group###
Panelist: Daniel Horn – Rollo Insurance Group
### @@@ 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 @@@ Laura Jermyn – Applied Systems ### 2703480###Applied Moderator###Senior Manager###Applied Systems###
Applied Moderator: Laura Jermyn – Applied Systems
### 2632
Expert Panel: Powering Digital Quoting with Ivans Distribution Platform (2607)

Ryan Lapp – Ivans ### 1719388###Applied Moderator###Sr. Director, Product Management###Ivans###
Applied Moderator: Ryan Lapp – Ivans
### 2607
Expert Panel: Powering Personal Lines: How Applied CSR24 Transforms Customer Self-Service - Part 1 (2763)

Randi Beaudoin – OneDigital ### 3007958###Panelist###Integration & Optimization Specialist - P&C###OneDigital###
Panelist: Randi Beaudoin – OneDigital
### @@@ 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 @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Lynn Hudson ### 3041372###Panelist#########
Panelist: Lynn Hudson
### 2763
Expert Panel: Practical Strategies and Users' Perspectives with Applied Book Builder for Commercial Lines (2668)

Christie Lacijan (she/her/hers) – HMS Agency, Inc. ### 3007957###Panelist###Commercial Lines Manager###HMS Agency, Inc.###
Panelist: Christie Lacijan (she/her/hers) – HMS Agency, Inc.
### she/her/hers @@@ Markell Kunigus – The Hartman Group ### 3020844###Panelist###Vice President###The Hartman Group###
Panelist: Markell Kunigus – The Hartman Group
### @@@ Faith Pezzulo – Tate Insurance Group ### 3020845###Panelist###CL Department Manager###Tate Insurance Group###
Panelist: Faith Pezzulo – Tate Insurance Group
### @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Moderator###Sr. Customer Implementation Specialist###Applied Systems###
Applied Moderator: Rebecca Adelizzi – Applied Systems
### 2668
Expert Panel: Real-World Cybersecurity Practices That Actually Work (2640)

Shane Lonneman – Applied Systems ### 2343605###Applied Moderator###Senior Director, Information Security###Applied Systems###
Applied Moderator: Shane Lonneman – Applied Systems
### 2640
Expert Panel: Strategies for Maintaining and Managing Data Quality (2776)

Sondra Stein – Hylant ### 2159211###Panelist###Data Solutions Leader###Hylant###
Panelist: Sondra Stein – Hylant
### @@@ Jason Hoeppner – NavSav ### 2333104###Panelist###SVP of Systems & Integrations###NavSav###
Panelist: Jason Hoeppner – NavSav
### @@@ 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 @@@ Kelly Urban (she/her/hers) – Harry Levine Insurance ### 3007964###Panelist###Operations Manager###Harry Levine Insurance###
Panelist: Kelly Urban (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Med Frezghi – Applied Systems ### 3037192###Applied Moderator###Associate Consultant###Applied Systems###
Applied Moderator: Med Frezghi – Applied Systems
### 2776
Expert Panel: Streamlining Renewals with Connected Tools (Renewals Manager, Indio, Applied CSR24, etc.) (2664)

Amanda M. Edlin – Sterling G Thompson Co ### 2696656###Panelist###House Business Team Leader###Sterling G Thompson Co###
Panelist: Amanda M. Edlin – Sterling G Thompson Co
### @@@ Alysha Phillips (she/her/hers) – The Mahoney Group ### 3007956###Panelist###Learning & Development Systems Specialist ###The Mahoney Group ###
Panelist: Alysha Phillips (she/her/hers) – The Mahoney Group
### she/her/hers @@@ 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 @@@ Ashley Volk (she/her/hers) – Christensen Group Insurance ### 3007955###Panelist###Commercial Lines Training & Audit Leader###Christensen Group Insurance###
Panelist: Ashley Volk (she/her/hers) – Christensen Group Insurance
### she/her/hers @@@ Mario Solis – Applied Systems ### 3037170###Applied Moderator###Product Instructor###Applied Systems###
Applied Moderator: Mario Solis – Applied Systems
### 2664
Expert Panel: Supporting the Digital Roundtrip of Insurance, a Carrier's Point of View (2601)

NIkki Wood (she/her/hers) – Cytora ### 3037211###Applied Moderator###VP of Client Engagement###Cytora###
Applied Moderator: NIkki Wood (she/her/hers) – Cytora
### she/her/hers 2601
Expert Panel: The Foundation of Operational Success: Ensuring Data Accuracy and Quality (2621)

Orquidia Carrion, P&C Licensed (she/her/hers) – Foundation Risk Partners ### 2961958###Panelist###Sr Quality Control Analyst###Foundation Risk Partners###
Panelist: Orquidia Carrion, P&C Licensed (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ Julie Levine (she/her/hers) – Harry Levine Insurance ### 1680277###Panelist###Vice President###Harry Levine Insurance###
Panelist: Julie Levine (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Alysha Phillips (she/her/hers) – The Mahoney Group ### 3007956###Panelist###Learning & Development Systems Specialist ###The Mahoney Group ###
Panelist: Alysha Phillips (she/her/hers) – The Mahoney Group
### 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 @@@ Patrick Ward (he/him/his) – Applied Systems ### 3037189###Applied Moderator###Associate Consultant###Applied Systems###
Applied Moderator: Patrick Ward (he/him/his) – Applied Systems
### he/him/his 2621
Expert Panel: The Human Side of Insurance: Emotional Intelligence and Soft Skills That Matter (2804)

James Jenkins ### 3007966###Panelist#########
Panelist: James Jenkins
### @@@ Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc. ### 2132673###Panelist###Director of Human Resources, Managing Partner###CRS Insurance Brokerage, Inc. ###
Panelist: Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc.
### she/her/hers @@@ Jules Mauer (she/her/hers) – TRICOR Insurance ### 3007967###Panelist###Personal Lines Senior Operations Manager###TRICOR Insurance###
Panelist: Jules Mauer (she/her/hers) – TRICOR Insurance
### she/her/hers @@@ Jake Shock – American Global ### 2333090###Panelist######American Global###
Panelist: Jake Shock – American Global
### @@@ Adam Hendry – Applied Systems ### 2045791###Applied Moderator###Senior Manager, Services Consulting###Applied Systems ###
Applied Moderator: Adam Hendry – Applied Systems
### 2804
Expert Panel: The Personal Lines Playbook: Proven Workflows That Elevated Other Organizations (2765)

Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance ### 2037312###Panelist###President###Huff Insurance###
Panelist: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff Insurance
### she/her/hers @@@ Kelly Urban (she/her/hers) – Harry Levine Insurance ### 3007964###Panelist###Operations Manager###Harry Levine Insurance###
Panelist: Kelly Urban (she/her/hers) – Harry Levine Insurance
### she/her/hers @@@ Randi Beaudoin – OneDigital ### 3007958###Panelist###Integration & Optimization Specialist - P&C###OneDigital###
Panelist: Randi Beaudoin – OneDigital
### @@@ Brian Gleize – Scott Agency Inc / Keystone ### 3020846###Panelist###Account Executive/Producer###Scott Agency Inc / Keystone###
Panelist: Brian Gleize – Scott Agency Inc / Keystone
### @@@ Mercy Ruiz (she/her/hers) – Applied Systems ### 2703478###Applied Moderator###Product Instructor###Applied Systems###
Applied Moderator: Mercy Ruiz (she/her/hers) – Applied Systems
### she/her/hers 2765
Expert Panel: The Pressure We Carry: Mental Health at Work (2803)

James Jenkins ### 3007966###Panelist#########
Panelist: James Jenkins
### @@@ Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc. ### 2132673###Panelist###Director of Human Resources, Managing Partner###CRS Insurance Brokerage, Inc. ###
Panelist: Cally Lever (she/her/hers) – CRS Insurance Brokerage, Inc.
### 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 @@@ 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 @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2045751###Applied Moderator###Solution Specialist###Applied Systems###
Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2803
Expert Panel: Turning Dashboards Into Decisions: Agency Strategies for Successful Adoption (2775)

Sondra Stein – Hylant ### 2159211###Panelist###Data Solutions Leader###Hylant###
Panelist: Sondra Stein – Hylant
### @@@ Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Betsy Cook – NBT Insurance Agency ### 1719265###Panelist###Senior Manager, Commercial Lines Service Department###NBT Insurance Agency###
Panelist: Betsy Cook – NBT Insurance Agency
### @@@ Scott Folstein – Insurance One Group, Inc. ### 3007969###Panelist###Director of Finance/Marketing###Insurance One Group, Inc.###
Panelist: Scott Folstein – Insurance One Group, Inc.
### @@@ Allison Haag – Applied Systems ### 1719379###Applied Moderator###Manager, Onboarding & Success Services###Applied Systems###
Applied Moderator: Allison Haag – Applied Systems
### 2775
Expert Panel: Women in Leadership (2823)

Jennifer Nielsen, CPRIA, IA-MBA, CISR (she/her/hers) – Triangle Risk Advisors ### 2668444###Panelist###PL Department Manager###Triangle Risk Advisors###
Panelist: Jennifer Nielsen, CPRIA, IA-MBA, CISR (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
### @@@ Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services ### 3007954###Panelist###Executive Market Vice President###Patriot Growth Insurance Services###
Panelist: Kerrie Koestner (she/her/hers) – Patriot Growth Insurance Services
### she/her/hers @@@ Kari Montes (she/her/hers) – Axis Insurance Managers Inc. ### 3007952###Panelist###Vice President, Business Systems###Axis Insurance Managers Inc.###
Panelist: Kari Montes (she/her/hers) – Axis Insurance Managers Inc.
### she/her/hers @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Moderator###Sr. Manager, Customer Success###Applied Systems###
Applied Moderator: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers 2823
Expert Panel: Workflow Optimization: What to Review After the First 6-18 Months on Applied Epic (2752)

Suzanne Odell – OneDigital ### 2961957###Panelist###Systems and Process Trainer, P&C National Team###OneDigital###
Panelist: Suzanne Odell – OneDigital
### @@@ Deb Welsh – OneDigital ### 2333108###Panelist###VP of Operations, P&C###OneDigital###
Panelist: Deb Welsh – OneDigital
### @@@ Lisa Hamm – Clyde Paul Agency, Inc. ### 3007962###Panelist###President###Clyde Paul Agency, Inc.###
Panelist: Lisa Hamm – Clyde Paul Agency, Inc.
### @@@ Laura Syrenne ### 3007963###Panelist#########
Panelist: Laura Syrenne
### @@@ Cristine Sellers (she/her/hers) – Applied Systems, Inc ### 3037188###Applied Moderator###Hypercare Success Manager###Applied Systems, Inc###
Applied Moderator: Cristine Sellers (she/her/hers) – Applied Systems, Inc
### she/her/hers 2752
Expert Panel: Your Source of Truth: Powering Appetite Internally and Across Distribution Channels (2606)

Katy Joseph (she/her/hers) – Ivans ### 2722093###Applied Moderator###Product Manager - Ask Kodiak###Ivans###
Applied Moderator: Katy Joseph (she/her/hers) – Ivans
### she/her/hers 2606
Exploring the Features of EZLynx Submission Center (2703)

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 2703
EZLynx and the Agentic AI Vision (2718)

Keyuri Anand ### 3048276###Applied Presenter#########
Applied Presenter: Keyuri Anand
### @@@ 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 @@@ Raj Jacob – EZLynx ### 3037176###Applied Representative###Sr. Associate Product Manager###EZLynx###
Applied Representative: Raj Jacob – EZLynx
### 2718
EZLynx for Carriers: What's New and What's Next (2609)

Scott Niebuhr ### 2823577###Applied Presenter#########
Applied Presenter: Scott Niebuhr
### 2609
EZLynx Keynote (2720)

Ryan Beukema – EZLynx ### 2343571###Applied Moderator###Director of Product Management###EZLynx###
Applied Moderator: Ryan Beukema – EZLynx
### @@@ Rob Bourne ### 3037235###Applied Presenter#########
Applied Presenter: Rob Bourne
### @@@ Brenna Johnson – EZLynx ### 1722739###Applied Presenter###SVP Product Management, EZLynx###EZLynx###
Applied Presenter: Brenna Johnson – EZLynx
### 2720
EZLynx Roundtables (2721)

Ryan Beukema – EZLynx ### 2343571###Applied Facilitator###Director of Product Management###EZLynx###
Applied Facilitator: Ryan Beukema – EZLynx
### 2721