Sunday
July 31st
|
| Time |
Event/Session |
Location |
| 3:00-5:00 p.m. |
Registration |
|
| 5:00-6:30 p.m. |
Welcome Reception on the Terrace
Sponsored by: Big I Advantage |
Plaza
(Weather Back-up: Monterey Bay) |
| 6:30 p.m. |
Free Evening |
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Monday
August 1st
|
| Time |
Event/Session |
Location |
| 7:30-8:30 a.m. |
Breakfast (general)
Sponsored by: Gold Sponsors |
Monterey Bay |
| 7:30-8:30 a.m. |
New Exec/1st Time Attendee Orientation Breakfast (state execs or association staff only) |
Steinbeck Board Room |
| 7:30- 12:00pm |
Registration |
|
| 8:30-8:45 a.m. |
Welcome and Opening Comments
Presented By: Clinton Graham
|
Carmel
|
| 8:45-10:00 a.m. |
How Eager Adoption of New Technology Improves Agency Value
Presented By: Steve Anderson, Catalyit |
Carmel |
| 10:00-10:15 a.m. |
Break
Sponsored by Silver and Bronze Sponsors |
|
| 10:15 - 11:00 a.m. |
Insurance Lessons Learned From the Louisiana Hurricanes
Presented By: Jeff Albright & Ben Albright |
Carmel |
| 11:00 - 12:00 p.m. |
Key Observations from Insurance Marketplace Reports
Presented By: Paul Buse |
Carmel |
| 12:00 p.m. |
Free Afternoon- Enjoy a variety of activities in the area on your own. IAAE will also be coordinating a long and short group hike at this time. If you are participating in the hike, meet in the lobby by 1pm to coordinate carpools1
- Kayaking or paddle boards
- Group hike (long and short options available)
- Scenic drives
- Wineries
- Aquarium
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Tuesday
August 2nd
|
| Time |
Event/Session |
Location |
| 7:30-8:30 a.m. |
Breakfast
Sponsored by: Silver and Bronze Sponsors |
Monterey Bay |
| 8:30-9:30 a.m. |
State and National Partnership Initiative (closed meeting)
Presented By: Clinton Graham, Marit Peters, and Bob Rusbuldt
|
Carmel |
| 9:30- 10:00 a.m. |
Review of AID Project (closed meeting)
Presented By: Mark Wolf |
Carmel |
| 10:00 -10:30 a.m. |
Overview of Insurance Education (closed meeting)
Presented By: Chris Boggs |
Carmel |
| 10:30 -10:45 a.m. |
Break
Sponsored by: Silver and Bronze Sponsors |
|
| 10:45 -11:15 a.m. |
Trustedchoice.com Update
Presented By: Chip Bacciocco & Marc Burdell |
Carmel |
| 11:15 - 12:00 p.m. |
Appointment contract advocacy: Working together to move the needle
Presented By: Scott Kneeland |
Carmel |
| 12:00-1:15 p.m.
|
Lunch with Sponsor Introductions
Sponsored by: Gold Sponsors |
Monterey Bay
|
| 1:15 - 4:00 p.m. |
Breakout Groups on Collaborative Projects (closed session)
1. Networks & Alliances
2. Start-Ups
3. Young Agents |
Carmel |
| 5:30-7:00 p.m. |
Strolling Dinner
Sponsored by: Liberty Mutual/Safeco Insurance |
Plaza |
| 7:30 p.m. |
Regional Wine Tasting
Sponsored by: TrustedChoice.com |
Offsite at Taste of Monterey- 700 Cannery Row KK |
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Wednesday
August 3
|
| Time |
Event/Session |
Location |
| 7:30-8:30 a.m. |
Breakfast
Sponsored by: Silver and Bronze Sponsors |
Monterey Bay |
| 8:30-9:30 a.m.
|
Diamond Sponsor Presentations
- Safeco/Liberty Mutual- Helping IAs Source New Talent
Presented By: Jeff Ogard
- Swiss Re
Presented By: Elizabeth Whitney
|
Carmel |
| 9:30 - 10:30 a.m. |
IIABA Officer Panel (closed meeting) |
Carmel |
| 10:30-10:45 a.m. |
Break
Sponsored by: Silver and Bronze Sponsors |
|
| 10:45-12:00 p.m. |
IAAE Business Meeting (closed meeting) |
Carmel
|
| 12:00- 6:00 p.m. |
Open/Free Time
- Kayaking or paddle boards
- Scenic drives
- Wineries
- Aquarium
|
|
| 6:00-7:00 p.m. |
Reception on the terrace
Sponsored by: Swiss Re |
Plaza |
| 7:00-9:00 p.m. |
IAAE Annual Banquet Dinner
Sponsored by: Swiss Re |
Dolphins Ballroom (next to the Plaza) |