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Agency Management

The National Alliance

3624 North Hills Drive, Ste D-101 Austin, TX 78731

Jun 07-08, 2022 | Classroom

Topics Date Time Speaker
Registration/Check-in Jun 07, 2022 07:30 AM-08:00 AM Geoffrey Gordon
CFP®
Strategic Planning Jun 07, 2022 08:00 AM-12:15 PM Geoffrey Gordon
CFP®
Lunch - on your own Jun 07, 2022 12:15 PM-01:15 PM Geoffrey Gordon
CFP®
Agency Talent Management Jun 07, 2022 01:15 PM-05:15 PM Geoffrey Gordon
CFP®
Exam Briefing Jun 07, 2022 05:15 PM-05:30 PM
Check-in Jun 08, 2022 07:30 AM-08:00 AM Joseph Karl Sherrill
MBA, CIC, CRM
Managing Agency Client Retention and Acquisition Jun 08, 2022 08:00 AM-10:00 AM Joseph Karl Sherrill
MBA, CIC, CRM
Managing Agency Technology Utilization Jun 08, 2022 10:00 AM-12:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Lunch - on your own Jun 08, 2022 12:00 PM-01:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Managing Agency Technology Utilization (Continued) Jun 08, 2022 01:00 PM-02:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Ethical Responsibility Jun 08, 2022 02:00 PM-05:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Educational Consultant:
Sara Bradshaw Ray, CIC, CKC
Online Exam Window:
June 13 - June 16, 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 scic.com/proctor-monitor-rules.


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