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Agency Management

New Orleans Marriott Metairie at Lakeway

3838 North Causeway Boulevard Metairie, LA 70002

Jul 13-14, 2022 CT | Classroom

Topics Date Time Speaker
Registration/Check-in Jul 13, 2022 07:30 AM-08:00 AM Geoffrey Gordon
CIC, CRM
Norwell, MA
Strategic Planning Jul 13, 2022 08:00 AM-12:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Lunch - on your own Jul 13, 2022 12:15 PM-01:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Agency Talent Management Jul 13, 2022 01:15 PM-05:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Exam Briefing Jul 13, 2022 05:15 PM-05:30 PM

Check-in Jul 14, 2022 07:30 AM-08:00 AM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Managing Agency Client Retention and Acquisition Jul 14, 2022 08:00 AM-10:00 AM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Managing Agency Technology Utilization Jul 14, 2022 10:00 AM-12:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Lunch - on your own Jul 14, 2022 12:00 PM-01:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Managing Agency Technology Utilization (Continued) Jul 14, 2022 01:00 PM-02:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Ethical Responsibility Jul 14, 2022 02:00 PM-05:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Educational Consultant:
Cynthia Burleson, MBA, CIC, CRM, AIDA, CPCU, ACP, ACSR
K2 Insurance Services, LLC, Conway, AR , United States
Online Exam Window:
July 18 - July 21, 2022


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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