Engage

Register now for PIA's annual ENGAGE convention: Two days packed full of camaraderie, connection, and

earning CE along the way! Join fellow agents and industry colleagues for networking, inspiring speakers,

timely agent education, and most of all - fun!

Day

Hour

Minute

Second

Attendee Registrations Here

Booth + Attendee Registrations Here

Members: Agency $229 | Company/Associate $249 Non-Members: Agency $329 | Company/Associate $349

Accomodation Information

The Osthoff Resort

101 Osthoff Ave | Elkhart Lake, WI

Room Block Closes September 12th | (800) 876-3399

Click Here to Make Your Reservation Today!

Schedule of Events

Wednesday 10/14

Wednesday | Separate CPIA Class Registration Required

7:30 AM - 3:00 PM | CPIA 3 - Sustain Success with Steve Becher (7 WI CE, 2 are Ethics)

Half-Off with Engage 2026 Registration - Click Here to Register!
Steve Becher, CIC, CPIA will present the third in the three series, CPIA 3 “Sustain Success” 7 CE Credits (2 are Ethics) Utica approved. No Exam.

Learn more about the CPIA Designation here!

This seminar focuses on maintaining and deepening client relationships for long-term growth. Key concepts include the development of retention strategies, the implementation of service standards that foster trust, and techniques for generating referrals. Participants are equipped with tools to analyze agency workflows, implement E&O (Errors & Omissions) loss control procedures, and create a culture of continuous improvement and ethical business practice.

Wednesday PM

1:00 PM – 6:30 PM | Registration

3:30 – 5:30 PM | Kick-off Excursion at Road America

5:45 – 6:45 PM | President's Opening Party

6:45 – 7:45 PM | Networking Buffet Dinner

7:45 – 8:30 PM | Wednesday Keynote with Ross Chastain

8:30 - 10:30 PM | Casino Night @ The Osthoff Hotel

Thursday 10/15

Thursday AM

7:30 AM - 6:30 PM | Registration

7:30 – 9:00 AM | Breakfast Buffet & Bloody Mary Bar

8:30 – 9:30 AM | PIA Annual Business Meeting & Elections - All Members Welcome!

9:45 – 10:45 AM | Breakout Sessions (1 WI CE)

AI and Cybersecurity: Understanding Today’s Media-Driven Scam Ecosystem (1 WI CE)

Presenter by: LaMar Garrett, Marketing & Communications Specialist at Redbird Security

Artificial intelligence has changed the speed, quality, and believability of scams targeting insurance agencies and their clients. This session explains how today’s AI-driven scam ecosystem works, why independent agencies are attractive targets, and, most importantly, what practical, immediately usable controls agency owners and staff can put in place to reduce risk.

Course #6000221272

LaMar Garrett

The Valuation Equation: Agency Valuation and Perpetuation (1 WI CE)

Presented by: Andrew “Drew” Schulner, CPA & Ryan Olson, CPA at Nohre & Co.

This session explores how insurance agencies are valued in today's marketplace and the key factors that influence their value. Participants will compare external sales and internal perpetuation options while reviewing transaction structures, tax considerations, and planning strategies to help preserve agency value.

Course #6000221431

Drew Schulner

Ryan Olson

11:00 - 12:00 PM | Hands-On: Building Useful Insurance Tools with Copilot (1 WI CE)

Hands-On: Building Useful Insurance Tools with Copilot (1 WI CE) - Bring your laptop!

Presented by: Nick Oliver, President of Redbird Security & LaMar Garrett, Marketing & Communications Specialist at Redbird Security.

This hands-on workshop will show insurance agency professionals how to use Microsoft Copilot to build practical, repeatable tools that save time in everyday agency workflows. Rather than discussing AI in general terms, this session will focus on specific insurance agency use cases such as summarizing client conversations, preparing renewal notes, drafting follow-up emails, building checklists, improving internal procedures, and creating reusable prompt templates. Bring your laptop to get the most out of this hands-on workshop!

Course #6000221433

Nick Oliver

LaMar Garrett

Thursday PM

12:00 - 1:00 PM | Buffet Lunch

1:00 - 2:00 PM | “What’s on the Horizon” Industry Panel

2:15 - 3:15 PM | Breakout Sessions (1 WI CE Available)

Eye on the Law – Insurance Update (1 WI CE)

Presented by: Judd Genda, Managing Partner at Axley LLP & Robert Procter, Partner & CEO at Axley LLP

This interactive course reviews recent regulatory updates, common E&O claim trends, AI and cybersecurity risks, and customer service practices that can impact an insurance professional's legal liability. Through real-world scenarios and practical guidance, participants will have fun learning strategies to improve documentation, reduce risk, maintain compliance, and apply key takeaways in their daily agency operations.

Course #6000221271

Judd Genda

Robert Procter

Story Selling for Advisors: Turning Everyday Conversations into Commitments

Presented by: Rob Stenberg, Stenberg Associates

Insurance professionals often compete in markets where products and pricing appear similar. This session teaches participants how to use storytelling to build trust, strengthen client relationships, communicate more effectively, and differentiate themselves through authentic conversations.

Rob Stenberg

3:30 - 4:15 PM | Thursday Keynote with Suzanne Spencer “When the Script Changes“

4:30 - 6:30 PM | Trade Show & Happy Hour

6:30 - 9:00 PM | PIA Annual Awards Dinner

Important Exhibitor Information

Exhibitor Booth Details

IMPORTANT! If you are a Supporting Member or Convention Sponsor, please choose the booth option corresponding with your level of membership/sponsorship.

Cost Per Booth:

PIA Member - $750
Non-Member - $1000
Electrical - $75

Booth Fee Includes:

(2) full-access registrations
(1) Covered 6' Table, (1) Chair & (1) Cocktail table
Wireless Internet
Attendee List - A benefit for Exhibitors Only! (Sent 1 week prior to event)
Pre-Convention website listing with a link to your website
Recognition in the Wisconsin Professional Agent magazine

PLEASE NOTE: When reserving your booth, choose a random number; this number DOES NOT reflect your booth space. Booths assignments are placed by PIA management 1 week prior to the event.

Schedule for Thursday, October 15, 2026

Trade Show Set Up: 10:30 AM - 3:30 PM
(Re)Connect Trade Show & Happy Hour: 4:30 PM – 6:30 PM
Tear Down: 6:30 PM – 9:45 PM

Full schedule for Wednesday October 14 & Thursday October 15 available at piaw.org/engage.

Deadline to reserve exhibit space is October 5th, 2026. Booth cancellations received by October 5th will receive a full refund. No refunds after October 5^th, 2026.

Questions? Please contact Amy Nitschke at anitschke@piaw.org or (608) 274-8188.

10/15 from 10:30 AM - 3:30 PM | Exhibitor Set-Up

10/15 from 4:30 - 6:30 PM | (Re)Connect Trade Show

10/15 from 6:30 - 9:45 PM | Exhibitor Tear Down