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Agency Management

Victor D. McCarley Education Facility

141 London Parkway Birmingham, AL 35211

Sep 11-12, 2024 CT | Classroom

Topics Date Time Speaker
Registration/Check-in Sep 11, 2024 07:30 AM-08:00 AM

Strategic Planning Sep 11, 2024 08:00 AM-12:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Lunch - on your own Sep 11, 2024 12:15 PM-01:15 PM

Agency Talent Management Sep 11, 2024 01:15 PM-05:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Exam Briefing Sep 11, 2024 05:15 PM-05:30 PM

Check-in Sep 12, 2024 07:30 AM-08:00 AM

Managing Agency Client Retention and Acquisition Sep 12, 2024 08:00 AM-10:00 AM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Managing Agency Technology Utilization Sep 12, 2024 10:00 AM-12:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Lunch - on your own Sep 12, 2024 12:00 PM-01:00 PM

Managing Agency Technology Utilization (Continued) Sep 12, 2024 01:00 PM-02:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Ethical Responsibility Sep 12, 2024 02:00 PM-05:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Educational Consultant:
Patrick Deem, CIC
PADSR, Inc., New Albany, IN
Online Exam Window:
September 16 - September 19, 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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