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Agency Management

Omaha Marriott Hotel

10220 Regency Circle Omaha, NE 68114

Feb 24-Feb 25 CT | Classroom

Topics Date Time Speaker
Registration/Check-in Feb 24, 2022 07:30 AM-08:00 AM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Strategic Planning Feb 24, 2022 08:00 AM-12:15 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Lunch - on your own Feb 24, 2022 12:15 PM-01:15 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Agency Talent Management Feb 24, 2022 01:15 PM-05:15 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Exam Briefing Feb 24, 2022 05:15 PM-05:30 PM

Check-in Feb 25, 2022 07:30 AM-08:00 AM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Managing Agency Client Retention and Acquisition Feb 25, 2022 08:00 AM-10:00 AM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Managing Agency Technology Utilization Feb 25, 2022 10:00 AM-12:00 PM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Lunch - on your own Feb 25, 2022 12:00 PM-01:00 PM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Managing Agency Technology Utilization (Continued) Feb 25, 2022 01:00 PM-02:00 PM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Ethical Responsibility Feb 25, 2022 02:00 PM-05:00 PM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Educational Consultant:
Victor Puleo, Ph.D., CIC, CFP
Butler University, Indianapolis, IN , United States
Online Exam Window:
February 28 - March 03, 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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