All fields marked with red color are required.
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)