speaking dates
Date: 07/08/20
Speaker: Lathrop
Location: Webinar, VA
Topics: CPIA 1 - Position for Success
Date: 07/21/20
Speaker: Persky
Location: Columbia, SC
Topics: Agency Perpetuation (6 hour)
Date: 07/22/20
Speaker: Persky
Location: Columbia, SC
Topics: Financial Management (4 hour)
Date: 07/22/20
Speaker: Lathrop
Location: Webinar, VA
Topics: CPIA 3 - Sustain Success
Date: 08/04/20
Speaker: Persky
Location: Little Rock, AR
Topics: Financial Management (4 hour)
Date: 08/04/20
Speaker: Lathrop
Location: Webinar, FL
Topics: Agency Operations (CISR)
Date: 08/05/20
Speaker: Lathrop
Location: Webinar - King of Prussia, PA
Topics:
Date: 08/11/20
Speaker: Lathrop
Location: West Bend/Milwaukee, WI
Topics: CPIA 1 - Position for Success
Date: 08/12/20
Speaker: Lathrop
Location: West Bend/Milwaukee, WI
Topics: CPIA 2 - Implement for Success
Date: 08/20/20
Speaker: Lathrop
Location: Webinar - Ft. Lauderdale, FL
Topics: Product Development (CIC ICO)
Agency/PH Services (CIC ICO)
Date: 08/27/20
Speaker: Lathrop
Location: Cedar Rapids, IA
Topics: Agency/PH Services (CIC ICO)
Product Development (CIC ICO)
Underwriting (CIC ICO)
Date: 09/16/20
Speaker: Lathrop
Location: Springfield, IL
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 09/17/20
Speaker: Persky
Location: Palm Desert, CA
Topics: American Agents Alliance Conference - Topics TBD
Date: 09/22/20
Speaker: Persky
Location: Glenmont, NY
Topics: Agency Perpetuation (6 hour)
Date: 09/23/20
Speaker: Persky
Location: Cary, NC
Topics: Hiring, Managing & Compensating Insurance Agency Personnel (8 hour)
Date: 09/24/20
Speaker: Persky
Location: Charlotte, NC
Topics: Financial Management (4 hour)
Date: 09/29/20
Speaker: Persky
Location: Chicago, IL
Topics: Agency Perpetuation (6 hour)
Date: 10/01/20
Speaker: Persky
Location: Indianapolis, IN
Topics: Tax Implications of Owning an Agency
Finding the Right Employee
Agency Staff Productivity
Date: 10/01/20
Speaker: Lathrop
Location: Columbia, SC
Topics: Product Development (CIC ICO)
Agency/PH Services (CIC ICO)
Underwriting (CIC ICO)
Date: 10/06/20
Speaker: Persky
Location: TBD, PA
Topics: Agency Perpetuation (6 hour)
Date: 10/06/20
Speaker: Lathrop
Location: Omaha, NE
Topics: CPIA 1 - Position for Success
Date: 10/07/20
Speaker: Lathrop
Location: Omaha, NE
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 10/14/20
Speaker: Lathrop
Location: Branchville, NJ
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 10/22/20
Speaker: Persky
Location: Hamilton, NJ
Topics: Agency Perpetuation (6 hour)
Date: 10/28/20
Speaker: Lathrop
Location: Duluth, GA
Topics: Agency Operations (CISR)
Date: 10/29/20
Speaker: Lathrop
Location: Duluth, GA
Topics: Client Retention & Acquisition (CIC AM)
Technology Utilization (CIC AM)
Ethical Responsibility (CIC AM)
Date: 11/04/20
Speaker: Lathrop
Location: Kissimmee, FL
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 12/03/20
Speaker: Lathrop
Location: Duluth, GA
Topics: Agency/PH Services (CIC ICO)
Product Development (CIC ICO)
Underwriting (CIC ICO)
Date: 12/15/20
Speaker: Lathrop
Location: Milwaukee, WI
Topics: Agency/PH Services (CIC ICO)
Product Development (CIC ICO)
Underwriting (CIC ICO)
Date: 02/04/21
Speaker: Lathrop
Location: Denver, CO
Topics: Product Development (CIC ICO)
Agency/PH Services (CIC ICO)
Underwriting (CIC ICO)
Date: 02/11/21
Speaker: Persky
Location: Madison, WI
Topics: Legal Responsibilities of the Agency Owner as an Employer
Perpetuation, Mergers & Acquisitions and Agency Valuation
Date: 02/24/21
Speaker: Lathrop
Location: Nashua, NH
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 03/03/21
Speaker: Lathrop
Location: Myrtle Beach, SC
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 04/07/21
Speaker: Lathrop
Location: Minneapolis, MN
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 04/15/21
Speaker: Lathrop
Location: Napa Valley, CA
Topics: PIIB Convention - Topics TBD
Date: 05/19/21
Speaker: Lathrop
Location: Indianapolis, IN
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 05/19/21
Speaker: Persky
Location: Sheboygan, WI
Topics: Legal Responsibilities of the Agency Owner as an Employer
Perpetuation, Mergers & Acquisitions and Agency Valuation
Date: 06/09/21
Speaker: Lathrop
Location: Rothschild/Wausau, WI
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 06/10/21
Speaker: Lathrop
Location: Rothschild/Wausau, WI
Topics: TBD - CISR AO or CPIA
Date: 07/20/21
Speaker: Lathrop
Location: Pittsburgh, PA
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 08/05/21
Speaker: Lathrop
Location: Phoenix, AZ
Topics: Product Development (CIC ICO)
Agency/PH Services (CIC ICO)
Underwriting (CIC ICO)
Date: 09/28/21
Speaker: Lathrop
Location: Broken Arrow, OK
Topics: Agency Operations (CISR)
Date: 09/29/21
Speaker: Lathrop
Location: Oklahoma City, OK
Topics: Strategic Planning (CIC AM)
Talent Acquisition & Development (CIC AM)
Date: 11/11/21
Speaker: Lathrop
Location: Hilton Head, SC
Topics: Underwriting (CIC ICO)
Agency/PH Services (CIC ICO)
Product Development (CIC ICO)

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