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Agency Management

Instructor Led Online Course

Instructor Led Online, WB

Oct 07-08, 2025 PT | Webinar

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

Strategic Planning Oct 07, 2025 08:00 AM-12:15 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Lunch - on your own Oct 07, 2025 12:15 PM-01:15 PM

Talent Acquisition and Development Oct 07, 2025 01:15 PM-05:15 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Exam Briefing Oct 07, 2025 05:15 PM-05:30 PM

Join Webinar Oct 08, 2025 07:45 AM-08:00 AM

Client Retention and Acquisition Oct 08, 2025 08:00 AM-10:00 AM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Technology Utilization Oct 08, 2025 10:00 AM-12:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Lunch - on your own Oct 08, 2025 12:00 PM-01:00 PM

Technology Utilization (Continued) Oct 08, 2025 01:00 PM-02:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Ethical Responsibility Oct 08, 2025 02:00 PM-05:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Educational Consultant:
Patrick Deem, CIC
PADSR, Inc., New Albany, IN
Online Exam Window:
October 13 - October 16, 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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