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Agency Management

To Be Determined - San Diego Area

UNKNOWN ADDRESS San Diego, CA 92108

Nov 19-20, 2025 PT | Classroom

Topics Date Time Speaker
Registration/Check-In Nov 19, 2025 07:30 AM-08:00 AM

Strategic Planning Nov 19, 2025 08:00 AM-12:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Lunch - on your own Nov 19, 2025 12:15 PM-01:15 PM

Talent Acquisition and Development Nov 19, 2025 01:15 PM-05:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Exam Briefing Nov 19, 2025 05:15 PM-05:30 PM

Check-In Nov 20, 2025 07:30 AM-08:00 AM

Client Retention and Acquisition Nov 20, 2025 08:00 AM-10:00 AM Ronald Hocutt
CIC, CRM
American National Insurance Company, Ellington, CT
Technology Utilization Nov 20, 2025 10:00 AM-12:00 PM Ronald Hocutt
CIC, CRM
American National Insurance Company, Ellington, CT
Lunch - on your own Nov 20, 2025 12:00 PM-01:00 PM

Technology Utilization (Continued) Nov 20, 2025 01:00 PM-02:00 PM Ronald Hocutt
CIC, CRM
American National Insurance Company, Ellington, CT
Ethical Responsibility Nov 20, 2025 02:00 PM-05:00 PM Ronald Hocutt
CIC, CRM
American National Insurance Company, Ellington, CT
Educational Consultant:
Sara Bradshaw Ray, CIC, CKC
SynerDynamics Group, LLC, Stillwater, OK
Online Exam Window:
November 23 - November 28, 2025


All final exams require you to have a proctor, a disinterested third-party, to monitor your exam through its entirety. More testing information and instructions can be found at www.riskeducation.org/proctor-monitor-rules.


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