2023 Convention Program

Monday, November 6th

9:00 - 10:00 am

My Journey to SIMPLICITY

Beth Smith

Through her personal struggle and self-discovery, Beth McCarthy Smith created a small business to support her holistic lifestyle. She believes that healing, heath, and happiness come from the inside out - and it doesn't take brain surgery to make it happen. . . it can be simple. (Approved for 1 hour of Indiana CE)

10:00 - 11:00 am - Concurrent Sessions

Social Media Marketing: It's a Relationship Business

Daniel Smith, Jon Blankenship, and Abby Wheeler

Much of insurance is a relationship business. So, is your agency properly utilizing digital relationship tools? This session will discuss how strengthening your relationships through social media content can lead to a better customer experience and a happier team. (Approved for 1 hour of Indiana CE)

Shine with Substance

Beth McCarthy Smith

Navigating sales, service, or ownership is a challenge. Agents need to focus on how they themselves impact their successes and failures. Join Beth to learn how to get out of your own way and use your individual strengths to grow and make a difference in your life and your business. (Approved for 1 hour of Indiana CE)

Active Assailant Insurance: A Primer (Session runs from 10am - 12pm)

Rick Pitts

This class is designed to be an introduction to the insurance issues related to violence in schools, workplaces and gatherings.  The course has a particular emphasis on examining the commercial risks.  The first part of the course is an examination of the ways in which law and risks are changing from a civil perspective.  The second portion is an examination of the coverage issues, and specifically the insurance industry’s response with providing coverage. (Approved for 2 hours of Indiana CE)

11:00 - 12:00 pm - Concurrent Sessions

Reviews & SEO: It's a Referral Business
Daniel Smith, Jon Blankenship, and Abby Wheeler

Much of insurance is a referral business. So, is your agency giving the people that would refer you the tools to make it as easy as possible? Your reviews and content can serve as “evergreen” referrals if done properly. This session will help you build a plan for it. (Approved for 1 hour of Indiana CE)

Broke as a Joke in 2023: Commercial Property Edition
Kevin Amrhein

Your insured’s commercial property insurance policy is broken. Join Kevin as he provides several tools (tips and endorsements) which should, with a little help from the insurance company, fix it.   (Approved for 1 hour of Indiana CE)

Active Assailant Insurance: A Primer Continued (Session runs from 10am - 12pm)

12:00 - 1:15 pm


Agent Lunch & Learn Panel

Join our panel of agents as they share their tips on relationship building, sales and marketing, the change in the insurance market, and much more. Panelists will be from a variety of sized agencies and include both new and seasoned professionals. 

1:15 - 2:45 pm - Concurrent Sessions

Look Out! It's a Trap! The Truth About the Pitfalls and Promise of Female Leadership

Sara Bradshaw Ray

This session is an enlightening and interactive adventure exploring some of our most chronic career-threatening traps and the truth within each.  Female leaders, armed with awareness, have great potential to turn these (and other) traps into the promise of progress and impact that they are uniquely capable of making as women. (1.5 hours of Indiana CE approved)

How to Harness the Power of Habits

Sheldon Snodgrass

Based on clinical research in the field of human performance, this session not only explores the fundamental elements of our habit patterns, but also delivers a framework to amplify the habits that serve us and transform the ones that don’t - in any area of our life.  (Approved for 1.5 hours of Indiana CE)

Insurance: Approved for Recreational (Vehicle & Watercraft) Use
Kevin Amrhein

This course reviews several exposures associated with various recreational vehicles and watercraft. The course will review common ISO policy language that addresses exposures and the options agents may have to close the gaps. (Approved for 1.5 hours of Indiana CE)

2:45 - 4:15 pm - Concurrent Sessions

A Discussion with Indiana's Female Insurance Leaders

Sara Bradshaw Ray

Join us for a discussion with some of Indiana’s female insurance leaders about their successes and failures, the challenges they’ve faced, and their thoughts on the future of women in the insurance industry. (Approved for 1.5 hours of Indiana CE)

Protecting Your Agency from a Cyber Attack

Michael Koluch & Sonyia Townsend

While it’s important to make sure you’re selling cyber insurance to protect your clients, have you taken the time to ensure your own agency is protected? Attend this session to learn about the current cyber landscape, what coverages you should consider for your agency, and what tools you should invest in. (Approved for 1.5 hours of Indiana CE)

The S.T.O.R.M. 2023 Edition: Coverage Concerns for Serious Storm Events
Kevin Amrhein

The big storm passes but leaves another in its wake. This course focuses on the storm after the storm. Specifically, personal and commercial lines coverage – or lack thereof - resulting from Spoilage, Trees, Outages, Removal (of debris), and Money. 

4:30 - 6:30 pm

Who's Who Happy Hour

8:00 - 11:00 pm

Emerging Leaders MNF Party
Offsite @ Kilroy's 

Tuesday, November 7th 

9:00 am - 12:00 pm


Visit with exhibitors, bid on silent auction items, and stick around for multiple prize drawings. 

12:30 - 2:00 pm

The State of the Insurance Industry
Charles Symington

 Charles Symington, IIABA President & CEO will provide an overview of the national association as well as an update on government affairs. He’ll discuss the legislative efforts national is making plus highlight some solutions to common agency pain points. (Approved for 1 hour of Indiana CE)

2:15 - 3:45 pm - Concurrent Sessions

How to Tap Your Inner Coach to Improve Your Outer Results
Sheldon Snodgrass

This workshop will help you turn the noisy chatter of your inner critic into the uplifting dialogue of a championship coach. By eavesdropping on private, inner dialogues this workshop delivers a simple yet profound crash-course on how to fret less and stay fired-up to take decisive action. (Approved for 1.5 hours of Indiana CE)

E&O Risk Management: Less Risk, More Reward (Session runs from 2:15 - 5:15 pm)
Mallory Cornell

This course will serve as an educational opportunity for insurance professionals to consider their ethical obligations from both a legal perspective and how it can effect their exposure to E&O claims and allegations.  (Approved for 3 hours of Indiana CE) 

3:45 - 5:15 pm - Concurrent Sessions

Performance-based Compensation: A "must-have" not just a hot trend
Sara Bradshaw Ray

In this practical learning session, you will discover why traditional compensation models don't work anymore and how to implement results-based compensation to step up to the next level of production, efficiency, and overall profitability in your agency. (Approved for 1.5 hours of Indiana CE)

E&O Risk Management: Less Risk, More Reward Continued (Session runs from 2:15 - 5:15 pm)

5:30 - 9:00 pm

Awards Celebration 

Celebrate our winners at our newly reformatted event. Enjoy a drink during our brief awards presentation then stay for dinner and celebrate another great convention. Dress code: Business casual, no jeans.