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Agency Management

PIA Southern Alliance Webinar Event

PIA Southern Alliance Webinar Event, WB

May 14-15, 2025 ET | Webinar

Topics Date Time Speaker
Join Webinar May 14, 2025 07:45 AM-08:00 AM

Strategic Planning May 14, 2025 08:00 AM-12:15 PM Brian Bartosh
LUTCF
Top O' Michigan Insurance Solutions, Alpena, MI
Lunch - on your own May 14, 2025 12:15 PM-01:15 PM

Agency Talent Management May 14, 2025 01:15 PM-05:15 PM Brian Bartosh
LUTCF
Top O' Michigan Insurance Solutions, Alpena, MI
Exam Briefing May 14, 2025 05:15 PM-05:30 PM

Join Webinar May 15, 2025 07:45 AM-08:00 AM

Managing Agency Client Retention and Acquisition May 15, 2025 08:00 AM-10:00 AM Rebecca Lathrop
CIC, CPIA
Optimum Performance Solutions, LLC, Lake Worth, FL
Managing Agency Technology Utilization May 15, 2025 10:00 AM-12:00 PM Rebecca Lathrop
CIC, CPIA
Optimum Performance Solutions, LLC, Lake Worth, FL
Lunch - on your own May 15, 2025 12:00 PM-01:00 PM

Managing Agency Technology Utilization (Continued) May 15, 2025 01:00 PM-02:00 PM Rebecca Lathrop
CIC, CPIA
Optimum Performance Solutions, LLC, Lake Worth, FL
Ethical Responsibility May 15, 2025 02:00 PM-05:00 PM Rebecca Lathrop
CIC, CPIA
Optimum Performance Solutions, LLC, Lake Worth, FL
Educational Consultant:
Richard Goolsby, CIC
RICHARD L. GOOLSBY, Loveland, OH , US
Online Exam Window:
May 19 - May 22, 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.


What Time Does This Start For Me?

Pacific Mountain Central Eastern
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