| 8:30am - 10:30am |
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Exhibitor Move-In & Registration | Imperial Convention Center
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| 10:30am - 5:30pm |
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Registration Open | Imperial Convention Center
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| 10:30am |
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Networking Hall Opens | Imperial Convention Center
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| 11:00am |
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Networking Lunch with Exhibitors | Imperial Convention Center
Join us in the Networking Hall and we kick off InsurEXPO15! Delicious NC BBQ will be served while you network with more than 75 companies and vendors.
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1:00pm - 1:30pm
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Welcome & Opening Ceremony | Empire Ballroom
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1:30pm - 2:45pm
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Remaining Relevant by Embracing Change | Empire Ballroom
Speaker: Aubie Knight, CIC, CRM
This dynamic presentation will offer a preview of the top industry and business trends for 2015, and how they will impact independent agents. Find out what to look for, how to respond, and how to get ahead of the curve. What are the disruptive forces that will challenge us? What are the countering forces that will serve us well? You won't want to miss this exciting and compelling presentation by IIANC's new CEO, Aubie Knight.
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 Aubie W. Knight, CIC, CRM
Chief Executive Officer, IIANC
Aubie Knight has over 18 years of Big "I" association experience and 21 years as a licensed insurance agent. He previously served as Chief Executive Officer of the Independent Insurance Agents of Georgia (IIAG), having held the top leadership position since 2010. During his 18 year tenure with IIAG, Knight gained senior management experience in all aspects of the association's operations as well as having served on numerous IIABA committees and task forces at the national level. Prior to joining the IIAG staff in 1996, Knight worked as a producer for Mutual of Omaha Companies where he was named Rookie of the Year in 1992. A graduate of the University of Georgia (UGA), Knight has been a part-time instructor of risk management & insurance classes in the UGA Terry College of Business since 2007. He served as Chairman of the Board for the Georgia Society of Association Executives (GSAE) in 2013 and is a 2009 graduate of GSAE's Leadership Academy.
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2:45pm - 3:45pm
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Networking Break with Exhibitors | Imperial Convention Center
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3:45pm - 5:00pm
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Breakout Sessions | Empire Ballroom
Topics include:
Learn How to Retain and Account Round Your Business While Obtaining New Referrals
Speaker: Jeff Graham
The 3Rs, Retention, Referrals and Rounding, are crucial to your agency’s growth and success. Jeffrey Graham, Director, Travelers Agency Education, will show you how to utilize traditional marketing methods to help impact your bottom line. Jeff will also demonstrate how to use online resources, available at your fingertips, to integrate into a digital marketing campaign.
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 Jeff Graham
Director, Agency Development, Travelers
With over 24 years of Personal Insurance Field Sales and Producer Development experience, Jeff Graham has partnered with Independent Agents and consults with them on agency operations and consultative sales effectiveness. With national responsibility for the delivery of Agency Operations and Sales Development Workshops, Jeff works with agency personnel and agency owners on addressing internal infrastructure inefficiencies and provides guidance to establish procedures that will improve the overall effectiveness of agency performance in areas such as job designs, workflow, compensation, marketing strategies, mergers and acquisitions. Jeff has also provided loss mitigation education to Consumers for Community Based Organizations.
At Travelers, Jeff assists in the development of the Field Sales organization by facilitating workshops for new hire training classes for Travelers’ Sales Executives - equipping them with consultative skills to enhance and foster mutually viable partnerships with Independent Agents.
Jeff has a Bachelor of Science degree in finance from Hampton University, Hampton, VA, is a Certified Instructor in the delivery of Continued Education Training through the Saenger Consulting Group, and has completed Professional Sales Skills and Professional Sales Coaching by Achieve Global.
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Position Your Agency for Success
Learn from and share ideas with your peers at these informative roundtable discussions! During this breakout session, you will have the opportunity to attend two roundtable discussions of your choice (approximately 30 minutes each). Come prepared with your questions and personal experiences to contribute to the discussion!
Roundtable discussions with fellow agents on topics including:
- Overhauling Your Agency Brand
- Out-of-the-Box Ways to Promote Your Agency
- Digital Marketing Strategies
- Efficiency Tools for Your Agency
Key Considerations of Agency Acquisitions and Perpetuations, Part I
Speaker: Dave Tralka, InsurBanc
This presentation will include the state of the M&A market and how to prepare and plan for a perpetuation.
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 Dave Tralka
President and Chief Executive Officer, InsurBanc
David W. Tralka has more than 25 years of experience in banking and financial services. As President and Chief Executive Officer, Mr. Tralka is responsible for keeping the bank focused on being an innovative provider of financial products and services for the independent agency community. He brings a wealth of experience and leadership to the helm of InsurBanc. As a seasoned banker, his career is distinguished by an extensive tenure at Merrill Lynch where he served in a number of senior management positions including President of Merrill Lynch Bank and Trust in Princeton, NJ, and Chairman of Merrill Lynch Community Development Company.
Mr. Tralka holds an MBA from Northwestern University and a BA in economics from Cornell University.
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5:00pm - 7:00pm
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Networking Dinner with Exhibitors | Imperial Convention Center
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7:00pm - Until
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After Hours Networking | Seasons Bar
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Thursday, April 9
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| 7:30am - 12:00pm |
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Registration Open | Imperial Convention Center
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| 7:30am - 8:30am |
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Breakfast with Exhibitors | Imperial Convention Center
Join exhibitors and colleagues for a full, hot breakfast in the Networking Hall.
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| 8:30am - 9:45am |
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Workers' Comp: What's Wrong, and How Do We Fix It? | Empire Ballroom
Speaker: Stuart Powell, CPCU, CIC, CLU, ARM, ChFC, AAI, ARe, CRIS
This timely presentation will give a brief summary of the current challenges within the North Carolina workers' compensation system and how they affect the insurance industry. Additionally, there will be a presentation on enhanced enforcement of the requirement to provide workers' compensation insurance and legislative efforts to address some of the long-standing problems within the system.
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 Stuart Powell, CPCU, CIC, CLU, ARM, ChFC, AAI, ARe, CRIS
Vice President, IIANC
Stuart is Vice President where he oversees the association’s E&O and employee benefits programs as well as manages the North Carolina Association of Insurance Agents – the exclusive insurance agency for the state of North Carolina. He is also a valuable resource for members - providing technical support and information. Stuart is well-known across the country for his vast insurance knowledge and regularly teaches for IIANC and other insurance organizations. He is also on the national faculty for the Society of Certified Insurance Counselors.
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| 9:45am - 11:00am |
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Networking Break with Exhibitors (including prize giveaways) | Imperial Convention Center
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11:00am
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Exhibitor Breakdown | Imperial Convention Center
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| 11:00am - 12:15pm |
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Breakout Sessions | Empire Ballroom
Topics include:
Become a Customer-Centric Agency
Speaker: Jeff Graham, Travelers
With the technology available today, consumers are evolving on a daily basis and expect the ability to be able to access as well as manage their insurance needs where they want, when they want and how they want. Jeffrey Graham, Director, Travelers Agency Education, will offer solutions and tools available to help you become a customer-centric agency in the evolving marketplace. Come and see the importance of understanding the changing marketplace and how your agency can stay relevant.
Position Your Agency for Success
Learn from and share ideas with your peers at these informative roundtable discussions! During this breakout session, you will have the opportunity to attend two roundtable discussions of your choice (approximately 30 minutes each). Come prepared with your questions and personal experiences to contribute to the discussion!
Roundtable discussions with fellow agents on topics including:
- Overhauling Your Agency Brand
- Out-of-the-Box Ways to Promote Your Agency
- Digital Marketing Strategies
- Efficiency Tools for Your Agency
Key Considerations of Agency Acquisitions and Perpetuations, Part II
Speaker: Dave Tralka, InsurBanc
This presentation will cover agency financing options and structures, along with case studies that will bring the concepts to reality.
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