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Agency Management

Doubletree Houston Intercontinental Airport

15747 John F. Kennedy Airport Blvd. Houston, TX 77032

Oct 11-12, 2023 CT | Classroom

Topics Date Time Speaker
Registration/Check-in Oct 11, 2023 07:30 AM-08:00 AM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Strategic Planning Oct 11, 2023 08:00 AM-12:15 PM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Lunch - on your own Oct 11, 2023 12:15 PM-01:15 PM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Agency Talent Management Oct 11, 2023 01:15 PM-05:15 PM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Exam Briefing Oct 11, 2023 05:15 PM-05:30 PM

Check-in Oct 12, 2023 07:30 AM-08:00 AM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Managing Agency Client Retention and Acquisition Oct 12, 2023 08:00 AM-10:00 AM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Managing Agency Technology Utilization Oct 12, 2023 10:00 AM-12:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Lunch - on your own Oct 12, 2023 12:00 PM-01:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Managing Agency Technology Utilization (Continued) Oct 12, 2023 01:00 PM-02:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Ethical Responsibility Oct 12, 2023 02:00 PM-05:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Educational Consultant:
Sara Bradshaw Ray, CIC, CKC
SynerDynamics Group, LLC, Stillwater, OK
Online Exam Window:
October 16 - October 19, 2023


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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