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Personnel Management

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Creating a Professional Development Plan

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'Keep learning' is more than a catchphrase, it's a way of living.


As insurance people, we must continually learn about our craft. This industry is constantly changing and growing. What we know today won't necessarily help us tomorrow. Risks evolve. Coverages change.


Learning doesn't happen by accident; you need a plan to make sure you learn what you need to know when you need it.


In this session, we will present a process to create a professional development plan for you and your team.

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Mitigating the Risks of A Tight Labor Market Using Effective WC Practices

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Can Workers' Compensation insurance be a differentiator for an agency trying to win business? Can it also be a differentiator for the employer who is looking for the best talent in a shrinking pool of available workers? Join us as Frank Pennachio brings this timely session and helps teams use WC to build a great team.

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Resilience for Risk and Insurance Professionals

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Insurance professionals are familiar with the concept of resiliency in property and organizational strength. But what about personal resiliency? Join us as Abi Potter Clough brings this important session, helping us all to maintain our resiliency in our lives and careers.

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10 Tips to Better Priority Management

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How is it that we often find ourselves doing the less important tasks? Or worse, looking at all that needs to be done and in a fit of overanalysis, do nothing?


Join us as Marsha Egan brings us her 10 best tips to better prioritize our life and work.

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How to Hire and Develop New Producers (2-part series)

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After real estate, people are usually the largest expense normally incurred by businesses. Add to that, the cost incurred when the wrong person is hired, the right person is hired but isn't trained well, or the team isn't led well. That's why Chris Burand is bringing us this 2-part class on hiring and developing producers.


If you are hiring now, or you're planning to hire soon, you need to join us for this class.

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Goals Reimagined

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This session details various goal-setting models and talks participants through how to use them. Not your typical goal-setting class, this will inspire and excite attendees to exceed their goals. Join us as Abi helps us with this timely topic to start off the new year.

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A Case for Diversity, Equity, and Inclusion in Your EPLI Toolkit

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When Diversity, Equity, and Inclusion goals are prioritized during employee hiring, promotion, evaluation, and development, better outcomes can be realized for retention. These activities are often the source of EPLI losses stemming from failure to promote, negligent evaluation, deprivation of career opportunities, and wrongful termination.  The ability to craft and communicate a commitment and strategy with DEI benchmarks may have favorable impacts on EPLI premiums and reduce loss frequency and severity. Join us as Precious Norman-Walton guides us into the EPLI implications of DEI on employers.

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Tackling the Brain Drain - Integrating an Emerging Generation and an Exiting Generation

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Employee turnover can be high anytime, but when you have one generation that is leaving the workforce at the same time as another is entering it, the result can be difficult for the business, and the industry. In this session, Nancy Germond is addressing one of the greatest needs in the insurance world, bringing the next generations up to speed before another generation exits the scene completely. Join us for this important class.

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Emotional Intelligence for Insurance Professionals

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Join us as Lynn Thomas helps us to understand how having a high emotional intelligence will help us. Some of the items that she will discuss include:



  1. People with emotional intelligence look at the whole picture.

  2. People with emotional intelligence respond rather than react.

  3. People with emotional intelligence think before they speak.

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