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| Topics | Date | Time | Speaker |
|---|---|---|---|
| Registration/Check-in | Nov 20, 2024 | 07:30 AM-08:00 AM | |
| Strategic Planning | Nov 20, 2024 | 08:00 AM-12:15 PM | Geoffrey Gordon CFP® Gordon Atlantic Insurance (formerly), Norwell, MA |
| Lunch - on your own | Nov 20, 2024 | 12:15 PM-01:15 PM | |
| Agency Talent Management | Nov 20, 2024 | 01:15 PM-05:15 PM | Geoffrey Gordon CFP® Gordon Atlantic Insurance (formerly), Norwell, MA |
| Exam Briefing | Nov 20, 2024 | 05:15 PM-05:30 PM | |
| Check-in | Nov 21, 2024 | 07:30 AM-08:00 AM | |
| Managing Agency Client Retention and Acquisition | Nov 21, 2024 | 08:00 AM-10:00 AM | Joseph Karl Sherrill MBA, CIC, CRM High Street Insurance Partners Inc., High Point, NC |
| Managing Agency Technology Utilization | Nov 21, 2024 | 10:00 AM-12:00 PM | Joseph Karl Sherrill MBA, CIC, CRM High Street Insurance Partners Inc., High Point, NC |
| Lunch - on your own | Nov 21, 2024 | 12:00 PM-01:00 PM | |
| Managing Agency Technology Utilization (Continued) | Nov 21, 2024 | 01:00 PM-02:00 PM | Joseph Karl Sherrill MBA, CIC, CRM High Street Insurance Partners Inc., High Point, NC |
| Ethical Responsibility | Nov 21, 2024 | 02:00 PM-05:00 PM | Joseph Karl Sherrill MBA, CIC, CRM High Street Insurance Partners Inc., High Point, NC |
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 scic.com/proctor-monitor-rules.