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Embedded Premium Finance & Real Time - brought to you by IPFS (2737)

Gary Korte (he/him/his) – Imperial PFS ### 2075440###Presenter###Vice President Integrations & CRM###Imperial PFS###
Presenter: Gary Korte (he/him/his) – Imperial PFS
### he/him/his 2737
Expert Panel: Emerging Technology Trends for the Modern Agency (2668)

Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Panelist###Founder / President###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 ### 2338941###Panelist###Chief Operating Officer###Blue Ridge Risk Partners###
Panelist: Jason Call – Blue Ridge Risk Partners
### @@@ Adam Atwell – Kite Technology Group ### 1680283###Panelist###Microsoft MVP, Chief Technology Officer###Kite Technology Group###
Panelist: Adam Atwell – Kite Technology Group
### 2668
Best Practices to Prepare for Employee Attrition (2666)

Aaron C. Glass (he/him/his) – 104600 ### 2277790###Presenter###Controller###104600###
Presenter: Aaron C. Glass (he/him/his) – 104600
### he/him/his 2666
Employee Productivity Scorecard: Data-Driven Impact (2641)

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 @@@ 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 2641
Empowering Commercial Lines: Harnessing the Power of Applied Products (2569)

Casheika C. Moses (she/her/hers) – The Baldwin Group ### 2333089###Facilitator###Senior Director of Client Experience, CRMG ###The Baldwin Group ###
Facilitator: Casheika C. Moses (she/her/hers) – The Baldwin Group
### she/her/hers @@@ Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance ### 2037312###Facilitator###President###Huff insurance###
Facilitator: Nancy A. Nicklow, CPCU, AAI (she/her/hers) – Huff insurance
### she/her/hers 2569
Empowering Personal Lines: Harnessing the Power of Applied Products (2568)

Erin Meade (she/her/hers) – NBT Insurance Agency ### 2657330###Facilitator###Department Manager-Personal Insurance###NBT Insurance Agency ###
Facilitator: Erin Meade (she/her/hers) – NBT Insurance Agency
### she/her/hers 2568
Enabling the Named Insured Feature in Applied CSR24 (2604)

Sarah Fitzhugh (she/her/hers) – Blue Ridge Risk Partners ### 2333092###Presenter###Client Services Strategist###Blue Ridge Risk Partners###
Presenter: Sarah Fitzhugh (she/her/hers) – Blue Ridge Risk Partners
### she/her/hers @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers 2604
Enhancing Efficiency with Renewals Manager for Employee Benefits (2587)

Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group ### 2037784###Presenter###Senior Employee Benefits Client Manager###Hausmann Group###
Presenter: Melissa A. Schultz, RHU, GBA (she/her/hers) – Hausmann Group
### she/her/hers @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: JC Mahan (he/him/his) – Applied Systems
### he/him/his 2587
Enhancing Your Business Continuity During Critical Downtime (2672)

Milaney A. Dunn Garwood, CERTCII. MBA,FCCA,Bsc(Hons) – Cayman Insurance Centre ### 2619394###Presenter######Cayman Insurance Centre###
Presenter: Milaney A. Dunn Garwood, CERTCII. MBA,FCCA,Bsc(Hons) – Cayman Insurance Centre
### 2672
Entering Policies in Applied Epic for Efficiency and Reporting (2574)

Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Program Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda C. Nevil, AAI-AIS-ITP (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers 2574
Epic Dashboards for Accountants (2624)

Jim Zell – Applied Systems ### 1719364###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jim Zell – Applied Systems
### @@@ Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Representative###Associate Product Instructor###Applied Systems###
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his 2624
Epic Dashboards for Department Managers and Account Managers (2626)

Allison Haag – Applied Systems ### 1719379###Applied Presenter###Manager, Activation Services###Applied Systems###
Applied Presenter: Allison Haag – Applied Systems
### 2626
Epic Dashboards for Principals and IT/Operations Staff (2623)

Jim Zell – Applied Systems ### 1719364###Applied Presenter###Sr. Solution Specialist###Applied Systems###
Applied Presenter: Jim Zell – Applied Systems
### @@@ Aric Calabrese (he/him/his) – Applied Systems ### 2343590###Applied Representative###Associate Product Instructor###Applied Systems###
Applied Representative: Aric Calabrese (he/him/his) – Applied Systems
### he/him/his 2623
Epic Dashboards for Sales Managers and Producers (2625)

2625
Epic Dashboards Overview (2633)

Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Presenter###Solution Specialist###Applied Systems###
Applied Presenter: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers 2633
Epic Dashboards Roadmap (2627)

Sreekanth Kannepalli – Applied Systems ### 2045759###Applied Presenter###Senior Vice President, Platform###Applied Systems###
Applied Presenter: Sreekanth Kannepalli – Applied Systems
### @@@ Su Potti – Applied Systems ### 2395451###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Su Potti – Applied Systems
### 2627
Epic Dashboards Tips and Tricks (2628)

Allison Haag – Applied Systems ### 1719379###Applied Presenter###Manager, Activation Services###Applied Systems###
Applied Presenter: Allison Haag – Applied Systems
### @@@ Jennifer Tindall – Applied Systems ### 1719412###Applied Representative###Lead Solution Specialist###Applied Systems###
Applied Representative: Jennifer Tindall – Applied Systems
### 2628
Hands-on Lab: Expanding Your SET Command Skills in Microsoft Word (2654)

Jennifer Tindall – Applied Systems ### 1719412###Applied Presenter###Lead Solution Specialist###Applied Systems###
Applied Presenter: Jennifer Tindall – Applied Systems
### @@@ Sarah Caruso (she/her/hers) – Applied Systems ### 1719258###Applied Representative###Lead Product Instructor, Activation Services###Applied Systems###
Applied Representative: Sarah Caruso (she/her/hers) – Applied Systems
### she/her/hers 2654
Expert Panel: Agencies’ Success Stories Using Epic Dashboards (2629)

Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Jason Hoeppner – NavSav ### 2333104###Panelist###SVP of Systems & Integrations###NavSav###
Panelist: Jason Hoeppner – NavSav
### @@@ Jackeline Short – Holden & Company Insurance ### 2664568###Panelist###Vice President - Middle Market Team###Holden & Company Insurance###
Panelist: Jackeline Short – Holden & Company Insurance
### @@@ 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 2629
Expert Panel: Agency and Carrier Experiences Using Comparative Raters for Small Commercial Business (2515)

Tatum Fish – Chubb ### 2669302###Panelist######Chubb###
Panelist: Tatum Fish – Chubb
### @@@ Scott Weer ### 2685655###Panelist#########
Panelist: Scott Weer
### @@@ Amanda Edlin ### 2696656###Panelist#########
Panelist: Amanda Edlin
### @@@ Joseph Cook ### 2700070###Panelist#########
Panelist: Joseph Cook
### 2515
Expert Panel: Applied Pay Best Practices (2545)

Amy Dermody – Applied Systems ### 2045756###Applied Representative###Director of Product - Applied Pay###Applied Systems###
Applied Representative: Amy Dermody – Applied Systems
### @@@ Prasidh Bhajiawala (he/him/his) – Applied Pay ### 2392435###Applied Representative###Lead Product Manager - Premium Finance###Applied Pay###
Applied Representative: Prasidh Bhajiawala (he/him/his) – Applied Pay
### he/him/his 2545
Expert Panel: Ask the Indio Experts (2525)

Chase Diwik – Applied Systems ### 2343596###Applied Moderator###Director of Product Management - Commercial Lines###Applied Systems###
Applied Moderator: Chase Diwik – Applied Systems
### @@@ Jessica Attebury (she/her/hers) – Acrisure LLC ### 2619384###Panelist###Product Specialist###Acrisure LLC###
Panelist: Jessica Attebury (she/her/hers) – Acrisure LLC
### she/her/hers @@@ Jillian Rouleau (she/her/hers) – Acrisure, LLC ### 1719342###Panelist###Product Specialist###Acrisure, LLC###
Panelist: Jillian Rouleau (she/her/hers) – Acrisure, LLC
### she/her/hers @@@ Becky Lehpamer (she/her/hers) – OneDigital (formally RiskSOURCE Clark-Theders) ### 2333107###Panelist###Client Relations Manager###OneDigital (formally RiskSOURCE Clark-Theders)###
Panelist: Becky Lehpamer (she/her/hers) – OneDigital (formally RiskSOURCE Clark-Theders)
### she/her/hers @@@ Jackeline Short – Holden & Company Insurance ### 2664568###Panelist###Vice President - Middle Market Team###Holden & Company Insurance###
Panelist: Jackeline Short – Holden & Company Insurance
### @@@ Michael J. Bruns – Indio ### 1719255###Applied Representative###Principal Product Manager###Indio###
Applied Representative: Michael J. Bruns – Indio
### @@@ Steve So – Applied Systems ### 2343600###Applied Representative###Lead Client Advisor###Applied Systems###
Applied Representative: Steve So – Applied Systems
### 2525
Expert Panel: Catching and Resolving Applied Epic Accounting Errors (2526)

Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Moderator###Lead Product Instructor###Applied Systems###
Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers @@@ Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting ### 1680254###Panelist###Epic Consultant and Owner###Maureen Boeing Consulting###
Panelist: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
### she/her/hers @@@ Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd. ### 2664566###Panelist###Managing Director - Accounting & HR###Levitt-Fuirst Associates, Ltd.###
Panelist: Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd.
### she/her/hers @@@ Issac Enriquez ### 2695631###Panelist#########
Panelist: Issac Enriquez
### @@@ Kayla Marx (she/her/hers) – Applied Systems ### 2343582###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: Kayla Marx (she/her/hers) – Applied Systems
### she/her/hers 2526
Expert Panel: Closing the Gap on Closing the Month (2527)

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 @@@ Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting ### 1680254###Panelist###Epic Consultant and Owner###Maureen Boeing Consulting###
Panelist: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
### she/her/hers @@@ Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd. ### 2664566###Panelist###Managing Director - Accounting & HR###Levitt-Fuirst Associates, Ltd.###
Panelist: Loni J. Gawey (she/her/hers) – Levitt-Fuirst Associates, Ltd.
### she/her/hers @@@ Natalie J. Thompson – The Harbin Agency ### 1680253###Panelist###Chief Operating Officer ###The Harbin Agency###
Panelist: Natalie J. Thompson – The Harbin Agency
### 2527
Expert Panel: Connecting Applied Data Lake to Business Outcomes (2620)

Christopher J. Hichborn – American Global LLC ### 2619390###Panelist###Business Systems Analyst###American Global LLC###
Panelist: Christopher J. Hichborn – American Global LLC
### @@@ Nancy Rogge ### 2620238###Panelist#########
Panelist: Nancy Rogge
### @@@ Pramod Misra (he/him/his) – Snellings Walters Insurance Agency ### 2664586###Panelist###Director of Data Analytics###Snellings Walters Insurance Agency###
Panelist: Pramod Misra (he/him/his) – Snellings Walters Insurance Agency
### he/him/his @@@ Garrett Gupton – Applied Systems ### 2045760###Applied Moderator###Lead Technical Consultant###Applied Systems###
Applied Moderator: Garrett Gupton – Applied Systems
### 2620
Expert Panel: Cross-Functional Collaboration Across Your Benefits Team (2595)

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 @@@ Meghan Sommers (she/her/hers) – Morris & Garritano Insurance ### 2408925###Panelist###Employee Benefits Operations Manager###Morris & Garritano Insurance###
Panelist: Meghan Sommers (she/her/hers) – Morris & Garritano Insurance
### she/her/hers @@@ Ro Olguin – Applied Systems ### 1719325###Applied Moderator###Senior Manager, Activation Services###Applied Systems###
Applied Moderator: Ro Olguin – Applied Systems
### @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: JC Mahan (he/him/his) – Applied Systems
### he/him/his 2595
Expert Panel: Download Tips for Applied Epic (2583)

Lisa M. Sheely – Acrisure LLC ### 2037319###Panelist###Manager - Application Management###Acrisure LLC###
Panelist: Lisa M. Sheely – Acrisure LLC
### @@@ Deb Alt (she/her/hers) – Foundation Risk Partners ### 2333097###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###
Panelist: Deb Alt (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting ### 1680254###Panelist###Epic Consultant and Owner###Maureen Boeing Consulting###
Panelist: Maureen Boeing, Maureen Boeing Consulting (she/her/hers) – Maureen Boeing Consulting
### she/her/hers @@@ Beverly Anderson (she/her/hers) – Applied Systems ### 2343576###Applied Moderator###Senior Business Consultant ###Applied Systems###
Applied Moderator: Beverly Anderson (she/her/hers) – Applied Systems
### she/her/hers 2583
Expert Panel: Essentials of Cybersecurity and Regulatory Compliance (2646)

Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Panelist###Founder / President###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
### 2646
Expert Panel: How Agencies Use Epic Quotes to Win Personal Lines Business (2523)

Jennifer Grayson – Applied Systems ### 2343583###Applied Moderator###Product Instructor###Applied Systems###
Applied Moderator: Jennifer Grayson – Applied Systems
### @@@ Lynn Covey – TRICOR Insurance ### 2037302###Panelist###Personal Lines Team Lead/Trainer###TRICOR Insurance###
Panelist: Lynn Covey – TRICOR Insurance
### @@@ 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 @@@ Katie Hermreck – Elliott Group ### 2685684###Panelist###Personal Lines Department Director###Elliott Group###
Panelist: Katie Hermreck – Elliott Group
### @@@ Britney Grutkowski – Stockman Insurance ### 2685685###Panelist###Production Administrative Coordinator###Stockman Insurance ###
Panelist: Britney Grutkowski – Stockman Insurance
### 2523
Expert Panel: How Different Agency Roles Handled the Switch to Applied Epic Browser (2653)

Sarah Rizzitano ### 2664589###Panelist#########
Panelist: Sarah Rizzitano
### @@@ Jenna Silva (she/her/hers) – C3 Risk & Insurance ### 2664570###Panelist###Systems Integration and Process Leader###C3 Risk & Insurance ###
Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance
### 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 @@@ 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 @@@ Chris Borgmeyer – Applied Systems ### 2343676###Applied Moderator###SVP, Customer Support ###Applied Systems###
Applied Moderator: Chris Borgmeyer – Applied Systems
### 2653
Expert Panel: How to Source and Hire Great Producers (2683)

Devon Neely (she/her/hers) – The Gibraltar Group - Insurance Services ### 2619381###Panelist###President###The Gibraltar Group - Insurance Services###
Panelist: Devon Neely (she/her/hers) – The Gibraltar Group - Insurance Services
### she/her/hers @@@ Ro Olguin – Applied Systems ### 1719325###Applied Moderator###Senior Manager, Activation Services###Applied Systems###
Applied Moderator: Ro Olguin – Applied Systems
### 2683
Expert Panel: Managing Changes to Benefits Workflows (2597)

Ashley Bentham (she/her/hers) – Cowan Insurance Group ### 2336027###Panelist###Supervisor, Training & Development, Benefits Consulting###Cowan Insurance Group###
Panelist: Ashley Bentham (she/her/hers) – Cowan Insurance Group
### she/her/hers @@@ Kaye Peloquin – EHD Insurance ### 2336030###Panelist###Assistant Vice President, Client Services###EHD Insurance###
Panelist: Kaye Peloquin – EHD Insurance
### @@@ Jenna Silva (she/her/hers) – C3 Risk & Insurance ### 2664570###Panelist###Systems Integration and Process Leader###C3 Risk & Insurance ###
Panelist: Jenna Silva (she/her/hers) – C3 Risk & Insurance
### she/her/hers @@@ Jennifer Duggan – Applied Systems ### 1756252###Applied Moderator###Senior Implementation Lead###Applied Systems###
Applied Moderator: Jennifer Duggan – Applied Systems
### 2597
Expert Panel: Mastering Carrier Appointments and Acquisitions (2647)

Kristi L. Metsch – The Cincinnati Insurance Companies ### 2619392###Panelist###Agency Technology Liaison###The Cincinnati Insurance Companies###
Panelist: Kristi L. Metsch – The Cincinnati Insurance Companies
### @@@ Amy Boudinot ### 2664565###Panelist#########
Panelist: Amy Boudinot
### @@@ Jordan Smith – The Hartwell Corporation ### 2038589###Panelist###VP | Chief Information Officer###The Hartwell Corporation###
Panelist: Jordan Smith – The Hartwell Corporation
### @@@ Kerry Webb ### 2664571###Panelist#########
Panelist: Kerry Webb
### @@@ Beverly Anderson (she/her/hers) – Applied Systems ### 2343576###Applied Moderator###Senior Business Consultant ###Applied Systems###
Applied Moderator: Beverly Anderson (she/her/hers) – Applied Systems
### she/her/hers 2647
Expert Panel: Navigating AI in the Insurance Industry (2650)

Lisa Anthofer – Skogman Insurance ### 2333077###Panelist###Operations Manager###Skogman Insurance###
Panelist: Lisa Anthofer – Skogman Insurance
### @@@ Daniel Horn – Rollo Insurance Group ### 2037307###Panelist###Chief Technology Officer###Rollo Insurance Group###
Panelist: Daniel Horn – Rollo Insurance Group
### @@@ Jessica Traynor (she/her/hers) – PLATFORM Insurance Management Inc. ### 1722271###Panelist###Vice President, Intelligence & Technology###PLATFORM Insurance Management Inc.###
Panelist: Jessica Traynor (she/her/hers) – PLATFORM Insurance Management Inc.
### she/her/hers 2650
Expert Panel: Onboarding Staff and Policyholders to Applied CSR24 to Maximize Engagement (2614)

Deb Alt (she/her/hers) – Foundation Risk Partners ### 2333097###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###
Panelist: Deb Alt (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ David Graham (he/him/his) – CH Insurance ### 1680247###Panelist###Vice President of Digital Operations & IT###CH Insurance###
Panelist: David Graham (he/him/his) – CH Insurance
### he/him/his @@@ Becky Lehpamer (she/her/hers) – OneDigital (formally RiskSOURCE Clark-Theders) ### 2333107###Panelist###Client Relations Manager###OneDigital (formally RiskSOURCE Clark-Theders)###
Panelist: Becky Lehpamer (she/her/hers) – OneDigital (formally RiskSOURCE Clark-Theders)
### she/her/hers @@@ Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers) – OTIP Group of Companies ### 1719309###Panelist###Business Implementation & Enablement Manager###OTIP Group of Companies###
Panelist: Melissa Lukas, ECBA, BA (Hons), R.I.B.(Ont.), (she/her/hers) – OTIP Group of Companies
### she/her/hers @@@ Rebecca Adelizzi – Applied Systems ### 2343588###Applied Representative###Sr. Customer Implementation Specialist###Applied Systems###
Applied Representative: Rebecca Adelizzi – Applied Systems
### 2614
Expert Panel: Peer Insights on Secure Digital Communications (2658)

Jordan Smith – The Hartwell Corporation ### 2038589###Panelist###VP | Chief Information Officer###The Hartwell Corporation###
Panelist: Jordan Smith – The Hartwell Corporation
### @@@ Shane Lonneman – Applied Systems ### 2343605###Applied Moderator###Director, Information Security###Applied Systems###
Applied Moderator: Shane Lonneman – Applied Systems
### 2658
Expert Panel: Preparing for the Move to Applied Epic Browser from an IT/Operations Perspective (2652)

Jodi Cherewyk – Acera Insurance ### 2664583###Panelist###Team Lead, Systems & Operational Reporting###Acera Insurance###
Panelist: Jodi Cherewyk – Acera Insurance
### @@@ David Graham (he/him/his) – CH Insurance ### 1680247###Panelist###Vice President of Digital Operations & IT###CH Insurance###
Panelist: David Graham (he/him/his) – CH Insurance
### he/him/his @@@ 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 @@@ Danielle B. DuFour (she/her/hers) – NBT Insurance Agency ### 1719274###Panelist###Operations Manager, AVP###NBT Insurance Agency###
Panelist: Danielle B. DuFour (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Chris Borgmeyer – Applied Systems ### 2343676###Applied Moderator###SVP, Customer Support ###Applied Systems###
Applied Moderator: Chris Borgmeyer – Applied Systems
### 2652
Expert Panel: Sales and Marketing Automation Best Practices (2691)

Jen Carsen (she/her/hers) – Applied Systems ### 1719370###Applied Moderator###Manager, Content Management###Applied Systems###
Applied Moderator: Jen Carsen (she/her/hers) – Applied Systems
### she/her/hers 2691
Expert Panel: Strategies for Maintaining and Managing Data Quality (2634)

Amy Boudinot ### 2664565###Panelist#########
Panelist: Amy Boudinot
### @@@ 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 @@@ Sondra Stein – Hylant ### 2159211###Panelist###Data Engineer###Hylant###
Panelist: Sondra Stein – Hylant
### @@@ Janice Sierra (she/her/hers) – Applied Systems ### 2343561###Applied Moderator###Lead Product Instructor###Applied Systems###
Applied Moderator: Janice Sierra (she/her/hers) – Applied Systems
### she/her/hers 2634
Expert Panel: Tools and Policies to Build a Cybersecurity Culture (2651)

David Gerlach – Applied Systems ### 1719284###Applied Moderator###VP GRC###Applied Systems###
Applied Moderator: David Gerlach – Applied Systems
### 2651
Expert Panel: Unveiling the Power of E-Servicing Real-Time Transactions for Enhancing Team Efficiencies (2556)

Erin Meade (she/her/hers) – NBT Insurance Agency ### 2657330###Panelist###Department Manager-Personal Insurance###NBT Insurance Agency ###
Panelist: Erin Meade (she/her/hers) – NBT Insurance Agency
### she/her/hers @@@ Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC ### 2664582###Panelist###Owner/Consultant###LaPorte Consulting, LLC###
Panelist: Lori Rummelt (she/her/hers) – LaPorte Consulting, LLC
### she/her/hers @@@ 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 @@@ Ed Alberico ### 2671787###Panelist#########
Panelist: Ed Alberico
### 2556
Expert Panel: Women in Executive Positions (2680)

Jennifer Nielsen (she/her/hers) – Triangle Risk Advisors ### 2668444###Panelist###PL Department Manager###Triangle Risk Advisors###
Panelist: Jennifer Nielsen (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
### @@@ 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 @@@ 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 2680
Expert Panel: You Must Work to Have a Winning Culture (2667)

Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services ### 2619385###Panelist###Chief Operating Officer###FBinsure - Patriot Insurance Growth Services###
Panelist: Kerrie Koestner (she/her/hers) – FBinsure - Patriot Insurance Growth Services
### she/her/hers @@@ Jayme L. Moreno, AVP – Alliant Insurance Services ### 1680240###Panelist###AVP, Learning & Development Partner###Alliant Insurance Services###
Panelist: Jayme L. Moreno, AVP – Alliant Insurance Services
### @@@ Nabih AE Elsoud – Nour Insurance ### 2664588###Panelist###Co-founder & Chief Operating Officier###Nour Insurance###
Panelist: Nabih AE Elsoud – Nour Insurance
### @@@ Jackeline Short – Holden & Company Insurance ### 2664568###Panelist###Vice President - Middle Market Team###Holden & Company Insurance###
Panelist: Jackeline Short – Holden & Company Insurance
### @@@ Casheika C. Moses (she/her/hers) – The Baldwin Group ### 2333089###Panelist###Senior Director of Client Experience, CRMG ###The Baldwin Group ###
Panelist: Casheika C. Moses (she/her/hers) – The Baldwin Group
### she/her/hers 2667
Exploring the Updated Applied Epic Employee Benefits Experience (2596)

Tom Lind – Applied Systems ### 1719305###Applied Presenter###Senior Product Manager, Employee Benefits###Applied Systems###
Applied Presenter: Tom Lind – Applied Systems
### @@@ Toolkia Kashyap (she/her/hers) – Applied Systems ### 2343567###Applied Presenter###Senior Director Product Management###Applied Systems###
Applied Presenter: Toolkia Kashyap (she/her/hers) – Applied Systems
### she/her/hers @@@ JC Mahan (he/him/his) – Applied Systems ### 1719312###Applied Representative###Solution Specialist###Applied Systems###
Applied Representative: JC Mahan (he/him/his) – Applied Systems
### he/him/his 2596
EZLynx: Accelerating Your Sales Pipeline (2712)

Samantha Lawson – EZLynx ### 2045767###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Samantha Lawson – EZLynx
### @@@ Cortney Wade (she/her/hers) – EZLynx ### 1719333###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Cortney Wade (she/her/hers) – EZLynx
### she/her/hers @@@ Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### 2712
EZLynx: Automating Texts and Emails to Win Business (2699)

Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###Principal###StreetSmart Insurance###
Presenter: Jake N. Ferrara – StreetSmart Insurance
### @@@ Anoop Bargur – EZLynx ### 1722738###Applied Representative###Product Manager###EZLynx###
Applied Representative: Anoop Bargur – EZLynx
### 2699
EZLynx Expert Panel: Leveraging EZLynx to Keep Your Remote Workforce Productive (2711)

2711
EZLynx: From Basics to Beyond: Evolving with EZLynx at Any Stage (2697)

Amanda Crawford (she/her/hers) – Compass Insurance Group ### 2045514###Presenter###Director of Operations###Compass Insurance Group###
Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group
### she/her/hers @@@ George Robertson (he/him/his) – Robertson Consulting, LLC ### 2620120###Presenter###Owner###Robertson Consulting, LLC###
Presenter: George Robertson (he/him/his) – Robertson Consulting, LLC
### he/him/his @@@ Samantha Lawson – EZLynx ### 2045767###Applied Representative###Product Manager###EZLynx###
Applied Representative: Samantha Lawson – EZLynx
### 2697
EZLynx: Game-Changing EZLynx Features You Should Be Using (2696)

Amanda Crawford (she/her/hers) – Compass Insurance Group ### 2045514###Presenter###Director of Operations###Compass Insurance Group###
Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group
### she/her/hers @@@ Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing ### 2619388###Presenter###Boss man###Reed Insurance / ia Blueprint Remote Staffing###
Presenter: Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing
### @@@ Saurabh Hooda – Applied Systems ### 2343586###Applied Representative###AI/ML Product Director###Applied Systems###
Applied Representative: Saurabh Hooda – Applied Systems
### 2696
EZLynx Hands-On Lab: Automating the Way Your Agency Remarkets and Renews (2716)

Anoop Bargur – EZLynx ### 1722738###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Anoop Bargur – EZLynx
### @@@ Mike Spano – Applied Systems ### 1719347###Applied Representative###Solution Consultant###Applied Systems###
Applied Representative: Mike Spano – Applied Systems
### 2716
EZLynx Hands-On Lab: Building Campaigns Leveraging the New Email Campaigns (2705)

Awad Alnawayseh – EZLynx ### 1722740###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Awad Alnawayseh – EZLynx
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Representative###Director of Product Management###Applied Systems###
Applied Representative: Vijay Rengarajan – Applied Systems
### 2705
EZLynx Hands-On Lab: Building Custom Reports (2703)

Mel R. Alsabrook (she/they) – EZLynx ### 2045776###Applied Presenter###Senior Associate Product Manager, Data & Analytics###EZLynx###
Applied Presenter: Mel R. Alsabrook (she/they) – EZLynx
### she/they @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Representative###Dir, Data & Analytics###Applied Systems###
Applied Representative: Aaron Rainey – Applied Systems
### @@@ Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### 2703
EZLynx Hands-On Lab: How Automation Can Help with Client Onboarding (2698)

Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing ### 2619388###Presenter###Boss man###Reed Insurance / ia Blueprint Remote Staffing###
Presenter: Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Representative###Director of Product Management###Applied Systems###
Applied Representative: Vijay Rengarajan – Applied Systems
### 2698
EZLynx Hands-On Lab: Leveraging AI to Increase Your Agency's Efficiency (2715)

Anoop Bargur – EZLynx ### 1722738###Applied Representative###Product Manager###EZLynx###
Applied Representative: Anoop Bargur – EZLynx
### @@@ Saurabh Hooda – Applied Systems ### 2343586###Applied Representative###AI/ML Product Director###Applied Systems###
Applied Representative: Saurabh Hooda – Applied Systems
### 2715
EZLynx Hands-On Lab: Leveraging the New Commercial Lines Workflow to Build Applications (2709)

Michael Rabinowitz – EZLynx ### 1719400###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Michael Rabinowitz – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2709
EZLynx: Importing, Data Mining, and Fostering Leads in EZLynx (2713)

Samantha Lawson – EZLynx ### 2045767###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Samantha Lawson – EZLynx
### @@@ Cortney Wade (she/her/hers) – EZLynx ### 1719333###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Cortney Wade (she/her/hers) – EZLynx
### she/her/hers @@@ Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### 2713
EZLynx: Leveraging Downloads to Make Your Agency More Efficient (2717)

Nicole Leibee – EZLynx ### 2375793###Applied Presenter###Project Manager###EZLynx###
Applied Presenter: Nicole Leibee – EZLynx
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Representative###Director of Product Management###Applied Systems###
Applied Representative: Vijay Rengarajan – Applied Systems
### 2717
EZLynx: Managing the Personal Lines Experience from Quote to Bind (2706)

Ashok Reddy – Applied Systems ### 1719402###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Ashok Reddy – Applied Systems
### @@@ Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### 2706
EZLynx: Prospecting Tools for Modern Insurance Shoppers (2718)

Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his @@@ Anoop Bargur – EZLynx ### 1722738###Applied Representative###Product Manager###EZLynx###
Applied Representative: Anoop Bargur – EZLynx
### 2718
EZLynx: Servicing Your Commercial Lines Customers (2710)

Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2710
EZLynx: The Power of a Successfully Implemented Self-Servicing Portal (2700)

Carlo Ferrara – StreetSmart Insurance ### 1719278###Presenter###Chief Operations Officer###StreetSmart Insurance###
Presenter: Carlo Ferrara – StreetSmart Insurance
### @@@ Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###Principal###StreetSmart Insurance###
Presenter: Jake N. Ferrara – StreetSmart Insurance
### @@@ Samantha Lawson – EZLynx ### 2045767###Applied Representative###Product Manager###EZLynx###
Applied Representative: Samantha Lawson – EZLynx
### 2700
EZLynx: Understanding the Basics of Accounting in EZLynx (2714)

Brandon Tompkins – Applied Systems ### 2343572###Applied Representative###Product Manager###Applied Systems###
Applied Representative: Brandon Tompkins – Applied Systems
### 2714
EZLynx: Unveiling the New Commercial Lines Submission Workflow (2708)

Michael Rabinowitz – EZLynx ### 1719400###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Michael Rabinowitz – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2708
EZLynx: Unveiling the New Commercial Lines Submission Workflow (2707)

Michael Rabinowitz – EZLynx ### 1719400###Applied Presenter###Product Manager###EZLynx###
Applied Presenter: Michael Rabinowitz – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 2707
EZLynx: Unveiling the New Email Campaigns (2704)

Awad Alnawayseh – EZLynx ### 1722740###Applied Representative###Associate Product Manager###EZLynx###
Applied Representative: Awad Alnawayseh – EZLynx
### 2704
EZLynx: We Make Commissions Easy (2719)

Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing ### 2619388###Presenter###Boss man###Reed Insurance / ia Blueprint Remote Staffing###
Presenter: Beaux Pilgrim, CIC – Reed Insurance / ia Blueprint Remote Staffing
### @@@ Chuck Keeley – Applied Systems, Inc. ### 1719298###Applied Presenter###Senior Solution Consultant###Applied Systems, Inc.###
Applied Presenter: Chuck Keeley – Applied Systems, Inc.
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Representative###Director of Product Management###Applied Systems###
Applied Representative: Vijay Rengarajan – Applied Systems
### 2719
EZLynx: What's New in Reporting (2702)

Mel R. Alsabrook (she/they) – EZLynx ### 2045776###Applied Presenter###Senior Associate Product Manager, Data & Analytics###EZLynx###
Applied Presenter: Mel R. Alsabrook (she/they) – EZLynx
### she/they @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Representative###Dir, Data & Analytics###Applied Systems###
Applied Representative: Aaron Rainey – Applied Systems
### 2702
EZLynx: Your Agency's Renewal and Retention Workflow (2701)

Ryan Beukema – EZLynx ### 2343571###Applied Representative###Director of Product Management###EZLynx###
Applied Representative: Ryan Beukema – EZLynx
### 2701