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Virtual Classroom

IIABSC 2020 Annual Convention


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Speakers:
Andrew Mellen |  Cheryl Koch, CPCU, CIC, ARM, AAI, API, AAM, AIM, AIS, ARP, AINS, ACSR, AFIS |  Richard Lund, JD
Duration:
2 days with Virtual Tradeshow on Nov 11th
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Dates
Schedule at a glance


Description

IIABSC 2020 Annual Convention
November 10-12, 2020

 
"Together Towards Tomorrow"
 
 
We're going VIRTUAL!
 
 

We have a packed agenda for you, offering up to 5 hours of CE credit, legislative & industry updates, valuable resources available to you, informative sessions on time management, E&O and more, Industry Panel Discussions providing a glance at "business in the COVID world " and relevant information that can be applied both now and in the future. Attendees will also have the chance to visit our virtual tradeshow and interact LIVE with vendors on Nov. 11...more details to come...

 

Viewers will hear National updates from IIABA Chairman and SC Past President Jon Jensen, Industry Updates from SC Director of Insurance, Ray Farmer, as well as a post-election interview with IIABA VP of Political Affairs, Nathan Reidel and Big “I” Senior VP of external, industry and government affairs, Charles Symington... and more!


 

November 10

9:00 AM- 11:15 AM  - OPENING SESSION 

Part 1

Join IIABSC Chairman of the Board,  Convention Committee Chairman,  National IIABA Chairman, IIABSC President and Vice President for updates on association activities, latest industry news, COVID 19 and member resources,  Trusted Choice resources, and more...

PART II: Calling BS on Busy

Speaker:
Andrew Mellen, The Most Organized Man in America

Filed for 1 hr. PC Credit

Session Description:
Forget multitasking and other gimmicks—there are no shortcuts to good time management. Many people use the excuse of being too “busy” for why they don’t get more important things done. The truth is, you choose what you focus on, even if you believe you have no ability TO choose. Add in working remotely, social distancing, and everything that isn’t normal about the “new normal” of COVID, and it’s clear that staying focused and productive can challenge even the most organized among us. That’s why you need to take on The 7 Deadly Time Thieves™ and change your mindset fast. By addressing interruptions, overcommitting, poor planning, multitasking, email, meetings, and procrastination, you will see remarkable improvements immediately.

Takeaways include:

  • Disrupting the narrative of busy along with the guilt, regret, avoidance, and other stories that stack up around poor time management.
  • Leveraging core values to make consistent high-impact decisions every day.
  • How to finally break free from procrastination and manage workflow interruptions effectively.
  • Why multitasking always fails and what to do instead.
  • When to answer emails and how to unclog your inbox fast.
  • How to run effective meetings and when to avoid them.
  • How to shift your organization’s culture before burnout wreaks havoc and costs skyrocket.

 

2:00- 3:00 PM  - Intentional Leadership: Engaging Virtual Employees

Speaker:
Cheryl Koch, CPCU, CIC, ARM, AAI, API, AAM, AIM, AIS, ARP, AINS, ACSR, FIS, President/CEO, Agency Management Resource Group

Filed for 1 hr. P&C Credit

Session Description:
Whether you already had a remote workforce or the pandemic persuaded you to create one, you will want to adapt your leadership style to this new normal.  In the past, we may have done a lot of “management by wandering around" and that was very effective.  Clearly, we're not going to be able to use that technique any longer. With work-from-home (or live-at-work) employees, you will want to change the way you communicate, engage, and interact with them.  You'll also want to consider how to measure and reward performance in this new environment. This session will help you make the transition to Intentional Leadership.


November 11

Virtual Tradeshow

All Day + Pre-scheduled Virtual Appointments

Visit our Palmetto Partner Exhibitors, chat, schedule a virtual appointment, prize giveaways and more! Details to come.  

“IIABSC virtual tradeshow details can be found on the IIABSC website by clicking here. You will be able to access the tradeshow starting Nov. 2 and the LIVE tradeshow interaction with exhibitors will take place on Nov 11. Please note: The virtual tradeshow can only be accessed via the IIABSC website. You are currently on the ABEN site.”


November 12

9:00 – 11:30 AM  - Industry Panel Discussions, Awards and Legislative Update

                     AGENT PANEL DISCUSSION

                                             Panelists: 

  • Julie Turner, Communications Director, The Turner Agency, Inc.
  • Miles Merwin, President, Advisors Insurance Agency
  • Renado Robinson, Owner, Crosswinds Insurance Agency, LLC

                                               Moderator: Becky McCormack

 

                     INDUSTRY PANEL DISCUSSION

                                           Panelists:

  • Ed Stuckrath- Auto-Owners Insurance- Regional Vice President
  • Carrie Cheshier- Regional President- Southern Region, Travelers
  • Fran Johnson- President, Johnson & Johnson, Inc.

                                               Moderator:  Frank Sheppard

                    

Filed for 2 hrs. P&C Credit

Session Description:

Join us for our agency and carrier panel discussions on coping with COVID as panelists discuss the effect of COVID on business and highlight ways we continue to adapt. Then we’ll recognize our annual industry award winners followed by state and national legislative discussions and a conversation with the SC Insurance Director, Ray Farmer.

 

 

2:00- 3:00 PM Closing CE Session:  E&O Issues for the Virtual Office

Speaker:
Richard F. Lund, JD;  Vice President;  Westport Insurance Corp. 

Filed for 1 hr. P&C Credit

Session Description:
The COVID-19 crisis came on quickly and many agencies scrambled to get staff members set up at home to work. How did this affect the agency’s E&O exposures? Join us for this session to discuss some of the unique issues faced by the virtual office and how agencies can be better prepared in the future.

Speaker

Andrew Mellen's Profile

Andrew Mellen Related Seminars and Products

Speaker, Coach, Author


Andrew Mellen – The Most Organized Man in America

 

Andrew Mellen is a keynote speaker, coach, productivity and organizational expert, and the #1 best-selling author of Unstuff Your Life! and The Most Organized Man in America’s Guide to Moving.

Andrew has helped over 100,000 people and businesses worldwide to remove physical and time clutter so they regain time for the things that matter.

He likes to say, ‘Give me 2 hours once and I’ll give you an hour back every day for the rest of your life.’

A sought-after authority on productivity and organizing, Andrew's addressed audiences from TEDx, YPO, and Dwell on Design to The Great British Business Show, Seattle Interactive, ICF Converge, and BlogHer.

Corporate clients include the NY Mets baseball franchise, American Express, NetApp, Genentech, Goldman Sachs, Metropolitan Museum of Art, Nationwide Insurance, Time, Inc., and the US Depts. of Education and Homeland Security.

The media has dubbed Andrew “The Most Organized Man in America.”

He has written for and/or appeared everywhere from The Wall Street Journal, The New York Times and Fast Company to CBS Sunday Morning, HGTV and NPR.

He hosts the popular podcast, Unstuff America! On iTunes.

 He leads workshops and speaks internationally while maintaining a private practice coaching clients ranging from Fortune 100 companies, trade associations and non-profits to CEOs, HNW individuals, award-winning filmmakers and authors, as well as overwhelmed entrepreneurs and solopreneurs everywhere.

Andrew is a member of the Experts Collective and serves on the faculty of the New York Open Center in New York City. He speaks frequently on the intersection of spirituality and organization at Omega Institute, San Francisco Zen Center, Tassajara, All Saints Church, JCC Manhattan and the Center for Spiritual Enlightenment, among others.

Previously, Andrew was an award-winning playwright, actor, producer and director and the former Artistic Director of Alice B. Theater (Seattle), DC Arts Center (Washington, DC) and Shuttle Theater Company (New York).

Find him on the web at andrewmellen.com


Cheryl Koch, CPCU, CIC, ARM, AAI, API, AAM, AIM, AIS, ARP, AINS, ACSR, AFIS's Profile

Cheryl Koch, CPCU, CIC, ARM, AAI, API, AAM, AIM, AIS, ARP, AINS, ACSR, AFIS Related Seminars and Products


Cheryl Koch has been in the insurance industry for a very, very long time.  Now, you might think that makes her old, however, old is merely a state of mind.  Over the years, Cheryl has served in nearly every capacity in an Independent Agency, having been an Account Manager, Producer and Agency Owner.  She now devotes her time to agency management consulting and training and speaking at industry functions throughout the country.  She is the President and CEO of Agency Management Resource Group located in Liincoln, California.  Cheryl consults on marketing and sales, sales management, agency operations, automation, and strategic planning.

Cheryl is also a devotee of lifelong learning and has earned a number of insurance industry professional designations:  CPCU (Chartered Property Casualty Underwriter), CIC (Certified Insurance Counselor), ARM (Associate in Risk Management), AAI (Accredited Adviser in Insurance), API (Associate in Personal Insurance), AAM (Associate in Automation Management), AIM (Associate in Management), AIS (Associate in Insurance Services), ARP (Associate in Research and Planning), Associate in General Insurance (AINS), ACSR (Accredited Customer Service Representative), MLIS (Management Liability Insurance Specialist) and AFIS (Agribusiness and Farm Insurance Specialist).  It is the last designation, AFIS, of which she is most proud, having created it along with the late Dr. Emmett J. Vaughan.  Some would say that Cheryl is a real insurance nerd, and she would not disagree.

Cheryl has a Bachelor’s degree in Economics from UCLA and an MBA from Sacramento State University, where she served as a faculty member in their Risk Management and Insurance program for many years.  She has also served as President of the Sacramento Chapter of CPCU and was on the CPCU Society’s Board of Governors for three years.

Cheryl serves as a volunteer member of the Independent Insurance Agents and Brokers of America Virtual University “Ask An Expert” panel.  She is also a member of the Society of Insurance Trainers and Educators (SITE) and the Society of CPCU.

When she’s not busy with her insurance activities, Cheryl enjoys spending time at baseball games, and has been to nearly every major league ballpark.  She is a lifelong Chicago Cubs fan, which should explain a lot about her. 


Richard Lund, JD's Profile

Richard Lund, JD Related Seminars and Products

Vice President, Senior Underwriter

Swiss Re Corporate Solutions


Richard Lund is a Senior Underwriter in the Independent Insurance Agents Errors and Omissions Program (IIP) of Swiss Re.  Richard is responsible for underwriting E&O business in Iowa, Tennessee and Texas.  In addition to his underwriting duties, Richard is the E&O Risk Management Coordinator and oversees loss control and risk management for the IIP. He works closely with the Independent Insurance Agents and Brokers Association (IIABA) both nationally and with the individual state IIABA associations to develop, implement and promote ongoing risk management efforts for independent insurance agents.   He has also authored numerous insurance agents E&O articles and presented loss control and risk management seminars, webinars and podcasts across the United States.

 

Richard has been with Swiss Re since its acquisition of GE Insurance Solutions in June 2006.  He originally began with Employers Reinsurance Company (ERC) in 1992 as a claims counsel in the IIP claims department and continued there until 2001 when he went to work for the National Association of Insurance Commissioners.  As an attorney in the general counsel’s office he handled legislative research and drafting, contract negotiations, and human resource issues. Richard returned to the former GE Insurance Solutions in 2003 in his current role. 

 

Prior to joining ERC, Richard was a trial attorney in Independence, Missouri for several years, practicing primarily in areas involving insurance law.

 

He received his Juris Doctorate from the University of Missouri-Kansas City, where he also received his bachelor’s degree in business administration.

 


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