Agenda

The agenda will provide an overview of the conference. We will be publishing a full schedule with more details in the next couple days.

Saturday Agenda

  • 1:30PM-2:00pm

    Student Registration

    Registration for students taking pre-conference classes

  • 2:00PM-6:00pm

    Surplus Lines Fundamentals Class

    Pre-registration and additional fee required

Sunday Agenda

  • 7:15AM -8:00AM

    Student Registration

    Registration for students taking pre-conference classes

  • 8:00AM-12:00PM

    Pre-Conference Classes

    • Producer Licensing Basics Class
    • Adjuster Licensing Advanced Class
    • Surplus Lines Advanced Class
    Pre-registration and additional fee required
  • 10:00AM-11:00AM

    Exhibitor Meeting

  • 7:15AM-8:00AM

    Conference Registration

    Registration open for all attendees

  • 1:00PM-2:00PM

    New Attendee Orientation

  • 1:00PM-3:00PM

    Pre-Conference Classes

    • Financial Fraud Class
    • Front Line Fraud Prevention
    • Exceeding Customer Expectations
    • Protecting Senior Investors
    Pre-registration and additional fee required
  • 2:00PM-3:30PM

    Regulator Only Meeting

  • 2:00PM-3:00PM

    NASAA Task Force

  • 3:00PM-3:30PM

    SETS Subgroup Meeting

  • 3:00PM-6:00PM

    Exhibitor Fair & Welcome Reception

Monday Agenda

  • 7:00AM -8:00AM

    Breakfast & Exhibitor Fair

  • 7:00AM -8:00AM

    Conference Registration

    Registration for all attendees

  • 8:00AM -8:45AM

    General Session Opening

  • 8:45AM -9:45AM

    Personal Development Speaker

    Live your YOUlogy for Success! with Red Katz

  • 9:45AM -10:00AM

    Morning Break

  • 10:00AM -12:00PM

    Regulator Exchange (3 segments)

  • 10:00AM -12:00PM

    FINRA Operations & Qualifications Update

  • 12:00PM -1:15PM

    Lunch

  • 1:15PM-2:15PM

    Breakout Sessions

    • Open Forum - Avoiding the Maydays of Agency Licensing
    • The Impact of Technology on Insurance and Securities Distribution
    • Basic Training: Back to Producer Licensing Basics, Part 1
    • Navigating the Choppy Waters of Adjuster Licensing
    • Insurance Fraud Trends & Hot Topics  
  • 2:15PM -2:30PM

    Afternoon Break

  • 2:30PM-3:30PM

    Breakout Sessions

    • All Hands on Deck - Open Forum – Carriers
    • Pass Rates, Ho!
    • Basic Training: Back to Producer Licensing Basics, Part 2
    • Navigating the Waters of TPA Licensing
    • Securities Open Forum
  • 3:30PM -3:45PM

    Afternoon Break

  • 3:45PM-5:00PM

    Around the Country with Regulators and Vendors

Tuesday Agenda

  • 7:00AM -8:00AM

    Breakfast & Exhibitor Fair

  • 8:00AM -9:15AM

    General Session & Designation Recognition

  • 9:15AM -9:45AM

    General Session Segment

  • 9:45AM -10:00AM

    Morning Break

  • 10:00AM -12:00PM

    Regulator Exchange (3 segments)

  • 10:00AM -12:00PM

    CRD Reborn and FINRA Digital Transformation

  • 12:00PM -1:15PM

    Lunch

  • 1:15PM-2:15PM

    Breakout Sessions

    • Get Anchored – Open Forum – Education
    • Open Forum - Adjusters
    • Open Forum - Surplus Lines
    • Professional Development
    • Background Iceberg - Dead Ahead (Part I)
  • 2:15PM -2:30PM

    Afternoon Break

  • 2:30PM-3:30PM

    Breakout Sessions

    • Limited Lines Roundtables
    • Smooth Sailing though Agency Mergers & Acquisitions
    • NAIC Producer Licensing Task Force Updates
    • Geospatial Innovation and its use in claims handling and disaster events
    • Background Iceberg - Dead Ahead (Part II)
  • 3:30PM -3:45PM

    Afternoon Break

  • 3:45PM-5:00PM

    Around the Country with Regulators and Vendors

Wednesday Agenda

  • 7:15AM -8:15AM

    Breakfast/Welcome

  • 8:15AM-9:15AM

    Navigating the Tides of Legislative Change

  • 9:15AM-10:15AM

    Regulatory System Updates

  • 10:15AM -10:30AM

    Closing