Main Calendar
Main Calendar
E & O Roadmap to Policy Analysis Part I - 3 hours CE/Ethics
10:00 AM - 1:00 PM
Roadmap to Policy Analysis: Part I of II E & O Module - 3 hours CE/Ethics
E & O Roadmap to Policy Analysis Part II - 3 hours CE/Ethics
2:00 PM - 5:00 PM
Roadmap to Policy Analysis: Part I of II E & O Module - 3 hours CE/Ethics As of January 1, 2020 3 hours of content must be taken to qualify for the 10% E&O premium discount! This course is designed to guide experienced professionals step by step ...
E & O Roadmap to Policy Analysis Part I - 3 hours CE/Ethics
10:00 AM - 1:00 PM
Roadmap to Policy Analysis:  Part I of II E & O Module - 3 hours CE/Ethics  As of January 1, 2020 3 hours of content must be taken to qualify for the 10% E&O premium discount! This course is designed to guide experienced professionals step ...
Risk Factors Affecting Your Agency Operations and Valuation
12:00 PM - 1:00 PM
IA Metric's Jeff Smith, JD, CIC, CAE and Craig Niess, CVA, MBA host a panel discussion on 11 risk factors that affect your agency's operations and valuations, and offer steps to take to improve or eliminate those risks. 1 Hour of P&C pending DOI approval.
E & O Roadmap to Policy Analysis Part I - 3 hours CE/Ethics
10:00 AM - 1:00 PM
Roadmap to Policy Analysis:  Part I of II E & O Module - 3 hours CE/Ethics  As of January 1, 2020 3 hours of content must be taken to qualify for the 10% E&O premium discount! This course is designed to guide experienced professionals step ...
Key Areas of Focus for Perpetuation Planning
10:00 AM - 11:00 AM
Key areas of focus for Perpetuation Planning In this webinar we will look at the key decision areas that an agency owner needs to focus on when establishing a perpetuation plan, The topics will range from, your key priorities as an agency owner, the ...
Young Agents Leaders Planning Retreat
11:00 AM - 12:00 PM
By invitation only. Registration opening soon.
What's the Story With Multiples?
10:00 AM - 11:00 AM
Mike Strakov for Live Oak Bank and Carey Wallace will cover the industry trends with multiples, explain the difference between types of transaction and the varying multiples that apply to the three main types of transactions - when selling internally, to a
Essential Steps When Preparing to Transition Your Agency
1:00 PM - 2:00 PM
When is it time to transition your agency? How do I prepare for a transition, what's the process? IA Metric's Jeff Smith, JD, CIC, CAE and Craig Niess, CVA, MBA answer these questions and aim to help you understanding and vet the options. 1 Hour of ...
Southern Agents Conference
The Southern Agents Conference was founded in 1971, to provide a communication forum for Independent In​surance Agents throughout the Southeast. Membership includes agencies that are members of the Independent Insurance Agents and Brokers of America ...
Agency Valuation: Is Now the Right Time to Transition the Agency?
12:00 PM - 1:00 PM
IA Metric's Jeff Smith, JD, CIC, CAE and Craig present 6 factors consider to help you answer that burning question, when to transition the agency. 1 Hour of P&C pending DOI Approval