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Agency Management

Embassy Suites Santa Ana Orange County Airport North

1325 E Dyer Road Santa Ana, CA 92705

Nov 20-21, 2024 PT | Classroom

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 Julie Webb
CIC, CPCU
JMW Collective, Hershey, PA
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 Julie Webb
CIC, CPCU
JMW Collective, Hershey, PA
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 Geoffrey Gordon
CIC, CRM
Norwell, MA
Managing Agency Technology Utilization Nov 21, 2024 10:00 AM-12:00 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
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 Geoffrey Gordon
CIC, CRM
Norwell, MA
Ethical Responsibility Nov 21, 2024 02:00 PM-05:00 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Educational Consultant:
Bruce McCreadie, CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Online Exam Window:
November 24 - November 29, 2024


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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