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Agency Management

To Be Determined - Dallas Area

UNKNOWN ADDRESS Dallas, TX 75301

Sep 23-24, 2025 CT | Classroom

Topics Date Time Speaker
Registration/Check-In Sep 23, 2025 07:30 AM-08:00 AM

Strategic Planning Sep 23, 2025 08:00 AM-12:15 PM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Lunch - on your own Sep 23, 2025 12:15 PM-01:15 PM

Talent Acquisition and Development Sep 23, 2025 01:15 PM-05:15 PM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Exam Briefing Sep 23, 2025 05:15 PM-05:30 PM

Check-In Sep 24, 2025 07:30 AM-08:00 AM

Client Retention and Acquisition Sep 24, 2025 08:00 AM-10:00 AM Dave Coil
CIC, FLMI
Hummel Group, Orrville, OH
Technology Utilization Sep 24, 2025 10:00 AM-12:00 PM Dave Coil
CIC, FLMI
Hummel Group, Orrville, OH
Lunch - on your own Sep 24, 2025 12:00 PM-01:00 PM

Technology Utilization (Continued) Sep 24, 2025 01:00 PM-02:00 PM Dave Coil
CIC, FLMI
Hummel Group, Orrville, OH
Ethical Responsibility Sep 24, 2025 02:00 PM-05:00 PM Dave Coil
CIC, FLMI
Hummel Group, Orrville, OH
Educational Consultant:
Bruce McCreadie, CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Online Exam Window:
September 29 - October 02, 2025


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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