Agency Management
June 17-20, 2008
Holiday Inn - Mosinee, WI
1-888-272-2792 or 715-355-1111
$88.00 Room Rate - room rate through 05/16/08
20 WI CE (4 of 20 are Ethics) Utica approved for premium discount
Tuesday, June 17
12:00 - 1:00 p.m.
Registration
1:00 - 3:15 p.m.
Agency as an Organization
Angelynn Heavener, CIC, CPIA
Insurance Training Plus
Springfield, IL
3:15 - 5:15 p.m.
Financial Analysis and Agency Value
Angelynn Heavener, CIC, CPIA
5:15 - 5:30 p.m.
Exam Briefing
Wednesday, June 18
7:30 - 8:00 a.m.
Continental Breakfast
8:00 - 10:00 a.m.
Managing an Agency's Book of Business I
Angelynn Heavener, CIC, CPIA
10:00 - 12:00 p.m.
Managing an Agency's Book of Business II
Angelynn Heavener, CIC, CPIA
12:00 - 1:00 p.m.
Lunch - On your own
1:00 - 5:00 p.m.
Agency Productivity and Effectiveness
John Dismukes Jr., CIC, CPCU, AAI
Dismukes Training & Consulting
Tulsa, OK
Thursday, June 19
7:30 - 8:00 a.m.
Continental Breakfast
8:00 - 12:00 p.m.
Human Resources
Dennis Stone, CIC, CPCU, CLU
Dennis D. Stone, Inc.
Norman, OK
12:00 - 1:00 p.m.
Lunch - On your own
1:00 - 5:00 p.m.
Legal & Ethical Respnsibilities
Dennis Stone, CIC, CPCU, CLU
Friday, June 20
7:30 - 8:00 a.m.
Continental Breakfast & Individual Study
8:00 - 10:00 a.m.
Agency Management Exam (Optional)
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