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Agency Management

West Bend Insurance Company

1900 S. 18th Ave. West Bend, WI 53095

Oct 07-Oct 08 CT | Classroom

Topics Date Time Speaker
Registration/Check-In Oct 07, 2026 07:30 AM-08:00 AM

Strategic Planning Oct 07, 2026 08:00 AM-12:15 PM Julie Webb
CIC, CPCU
JMW Collective, Hershey, PA
Lunch - on your own Oct 07, 2026 12:15 PM-01:15 PM

Talent Acquisition and Development Oct 07, 2026 01:15 PM-05:15 PM Julie Webb
CIC, CPCU
JMW Collective, Hershey, PA
Exam Briefing Oct 07, 2026 05:15 PM-05:30 PM

Check-In Oct 08, 2026 07:30 AM-08:00 AM

Client Retention and Acquisition Oct 08, 2026 08:00 AM-10:00 AM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Technology Utilization Oct 08, 2026 10:00 AM-12:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Lunch - on your own Oct 08, 2026 12:00 PM-01:00 PM

Technology Utilization (Continued) Oct 08, 2026 01:00 PM-02:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Ethical Responsibility Oct 08, 2026 02:00 PM-05:00 PM Joseph Karl Sherrill
MBA, CIC, CRM
Highstreet Insurance Partners, Inc., High Point, NC
Educational Consultant:
Jerry Kennedy, CIC
Kennedy Training and Consulting, Electric City, WA
Online Exam Window:
October 12 - October 15, 2026


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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