2018 National Education Conference
JW Marriott
Indianapolis, Indiana

Agenda

The agenda will provide an overview of the conference.
For more details and a printable version explore the Session view.

SATURDAY

1:30 p.m. - 2 p.m.
Student Registration
For those registered for Pre-conference classes only.
2:00 p.m. - 6 p.m.
Surplus Lines Fundamentals Class
Pre-registration required

SUNDAY

7:15 a.m. - 8 a.m.
Student Registration
For those registered for Pre-conference classes only.
8 a.m. - 12:00 p.m.
Producer Licensing Basics Class
Pre-registration required
8 a.m. - 12:00 p.m.
Adjuster Licensing Advanced Class
Pre-registration required
8 a.m. - 12:00 p.m.
Surplus Lines Advanced Class
Pre-registration required
10 a.m. - 11:00 a.m.
Vendor Meeting
12:00 p.m. - 6 p.m.
Conference Registration
1 p.m. - 3:00 p.m.
Exceeding Customer Expectations Class
Pre-registration required
1 p.m. - 3:00 p.m.
1 p.m. - 2 p.m.
New Attendee Orientation
2 p.m. - 3:30 p.m.
Regulator Only Meeting
3:30 p.m. - 4:00 p.m.
Speakers Only Meeting
3 p.m. - 6:00 p.m.

MONDAY

7 a.m. - 8 a.m.
Breakfast & Exhibitor Fair
7 a.m. - 8 a.m.
Conference Registration
8 a.m. - 9 a.m.
General Session Opening
9 a.m. - 9:45 a.m.
Professional Development Speaker
9:45 a.m. - 10 a.m.
Morning Break
10:00 a.m. - 12:00 p.m.
Regulator Exchange (3 segments)
10:00 a.m. - 12:00 p.m.
FINRA 1: Testing & Continuing Education
12 p.m. - 1:15 p.m.
Lunch & Exhibitor Fair
1:15 p.m. - 2:15 p.m.
Breakout Sessions
  • Digitizing Your Distributor Experience
  • FINRA 2: CRD Enhancements, BrokerCheck and Disclosure Initiatives
  • Open Forum - Carrier Topics
  • Compliance and Adjuster Licensing
  • Avoiding the Surplus Lines Tax Filings Obstacles
2:15 p.m. - 2:30 p.m.
Afternoon Break
2:30 p.m. - 3:30 p.m.
Breakout Sessions
  • Working with Vendors & Third Parties
  • FINRA 3: New CRD System Capabilities, Firm Benefits and Registered Representative Interface
  • Open Forum - Agency Topics
  • Navigating the Insurance Education Roadmap
  • Fees vs Commissions / Consultants vs Producer Licensing
3:30 p.m. - 3:45 p.m.
Afternoon Break
3:45 p.m. - 5 p.m.
Around the Country all State Regulators (incl NIPR, NAIC, Vertafore, FINRA) & Vendors

TUESDAY

7 a.m. - 8 a.m.
Breakfast & Exhibitor Fair
8 a.m. - 8:45 a.m.
General Session & Designation Recognition
8:45 a.m. - 9:45 a.m.
Professional Development Speaker
9:45 a.m. - 10 a.m.
Morning Break
10 a.m. - 12 p.m.
12:00 p.m. - 1:15 p.m.
Lunch & Exhibitor Fair
1:15 p.m. - 2:15 p.m.
Breakout Sessions
  • Too Much Work, Too Little Time: Time Management Essentials
  • NASAA Panel on State Legislative and Regulatory Issues
  • Open Forum - Adjuster Session
  • TPAs and MGAs - Licensing Overview
  • Life Cycle of an Appointment
2:15 p.m. - 2:30 p.m.
Afternoon Break
2:30 p.m. - 3:30 p.m.
Breakout Sessions
  • Understanding Carrier Onboarding Rules, Forms and Processes
  • Registration Jeopardy
  • Open Forum - Agency Affiliations
  • Limited Lines Roundtables
  • Agency Financial Examinations: Stay on the track and out of the Pits
3:30 p.m. - 3:45 p.m.
Afternoon Break
3:45 p.m. - 5 p.m.
Around the Country all State Regulators (incl NIPR, NAIC, Vertafore, FINRA) & Vendors

WEDNESDAY

8:30 a.m. - 9:30 a.m.
Breakfast
9:30 a.m. - 10:30 a.m.
Legislative Update
10:30 a.m. - 11:30 a.m.
Regulatory System Updates
11:30 a.m. - 12:00 p.m.
Closing Session