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Agency Management

Big I Michigan

1141 Centennial Way Lansing, MI 48917

Jan 16-17, 2024 ET | Classroom

Topics Date Time Speaker
Registration/Check-in Jan 16, 2024 07:30 AM-08:00 AM

Strategic Planning Jan 16, 2024 08:00 AM-12:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Lunch - on your own Jan 16, 2024 12:15 PM-01:15 PM

Agency Talent Management Jan 16, 2024 01:15 PM-05:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Exam Briefing Jan 16, 2024 05:15 PM-05:30 PM

Check-in Jan 17, 2024 07:30 AM-08:00 AM

Managing Agency Client Retention and Acquisition Jan 17, 2024 08:00 AM-10:00 AM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Managing Agency Technology Utilization Jan 17, 2024 10:00 AM-12:00 PM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Lunch - on your own Jan 17, 2024 12:00 PM-01:00 PM

Managing Agency Technology Utilization (Continued) Jan 17, 2024 01:00 PM-02:00 PM Robert Shomo
MBA, CIC
Shomo-Madsen Insurance, Marshalltown, IA
Ethical Responsibility Jan 17, 2024 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:
January 22 - January 25, 2024


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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