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May 2020

Hot Topic – Hiring, Managing and Evaluating Insurance Agency Personnel – CANCELED

May 6 @ 8:30 am - 3:30 pm CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
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$100 – $120

This Class has not been rescheduled at this time. Introduction The biggest resource (and expense) an insurance agency has is its staff. Poor hiring decisions can be disastrous. How do you hire the right person the first time? Presented by Jon Perksy CPA, CIC, PHR Registration fee includes handouts and lunch. For the PDF Registration Form, click here. Agenda THIS SIX-HOUR CLASS WILL PROVIDE YOU WITH IMPORTANT INSIGHT AS TO: Who do you need, and what do you want them to…

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Hot Topic – Agency Perpetuation and Acquisition Workshop – CANCELED

May 7 @ 8:30 am - 3:30 pm CDT
SECURA Insurance Company – Neenah, 1500 Mutual Way
Neenah,WI54915United States
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$100 – $120

This Class has not been rescheduled at this time. Introduction Back by Popular Demand. Outstanding Reviews from 2019! Whether you are looking to buy an agency or sell your agency at some point in the future, this workshop is for you! Presented by Jon Perksy CPA, CIC, PHR, and Live Oak Bank. Registration fee includes handouts, WI CE and lunch. For the PDF Registration Form, click here. Agenda All agency owners need to consider what will happen to the agency in…

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