Sunday, July 30
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| Time |
Event/Session |
Location |
| 3:00-4:30 p.m. |
IAAE Officers & IIABA Leaders Meeting (CLOSED - State Execs only) |
Blue Room |
| 3:00-6:00 p.m. |
Registration (OPEN) |
Arches Pre-Function |
| 5:00-6:30 p.m. |
Welcome Reception (OPEN)
Sponsored by: BIG I Advantage |
Arches Room |
| 6:30 p.m. |
Free Evening [OPTION: Matchbox 20Concert at the Saratoga Performing Arts Center - 7:30 pm. More info at https://spac.org/concerts-and-events/ ] |
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Monday, July 31
|
| Time |
Event/Session |
Location |
| 7:30-12:00 p.m. |
Registration
|
Conference Center Gallery |
| 7:30-8:30 a.m. |
Breakfast (OPEN)
Sponsored by: Nimble AMS by communitybrands |
Hathorn & Coesa |
| 8:30-10:15 a.m. |
Welcome & Presentation (OPEN)
Presented By: Lisa Lounsbury
Get a Grip on your Organization: Six Keys to Getting What You Want
Presented By: Dave Borland, Certified EOS Implementer
|
Orenda/Geyser |
| 10:15-10:30 a.m. |
Break (OPEN)
Sponsored by: Silver Sponsors
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| 10:30 - 12:15 p.m. |
Best of IAAE & Collaboration Opportunities (CLOSED - Only Big I & State Association executives, staffs and agent leaders)
Presented By: Various Speakers |
Orenda/Geyser |
| Afternoon |
Free Afternoon/Evening
IAAE Group Activities:
- Group hike - meet in lobby at approximately 12:30pm
- Golf at Saratoga Spa Golf Course
Optional Activities:
- Explore Downtown Saratoga Springs
- Kayaking / Paddle Boards
- Auto Museum
- Spa - mineral water
- Visit Saratoga National Historical Park / Saratoga Battlefield
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Tuesday, August 1
|
| Time |
Event/Session |
Location |
| 7:30-8:30 a.m. |
Breakfast (OPEN)
Sponsored by: Nimble AMS by communitybrands
|
Hathorn & Coesa |
| 8:30-10:30 a.m. |
Swiss Re Update & IIABA Updates and Q&A (CLOSED - Only Big I & State Association executives, staff and agent leaders)
Presented By: Various Speakers
|
Orenda/Geyser |
| 10:30-10:45 a.m. |
Break (OPEN)
Sponsored by: Bronze Sponsors |
|
| 10:45-11:15 a.m. |
Sponsor Showcase: Nimble AMS by communitybrands & TrustedChoice.com (OPEN) |
Orenda/Geyser |
| 11:15-12:00 p.m. |
Tech Stack Report (Open)
Presented By: Steve Anderson, Catalyit
|
Orenda/Geyser |
| 12:15-1:15 p.m. |
Lunch with Sponsor Introductions (OPEN)
Sponsored by: Silver Sponsors |
Hathorn & Coesa |
| 1:30-3:45 p.m. |
Sponsor Showcase and Demos (OPEN)
- New Level Partners
- Foremost
- MarshBerry
- RLI
- InsurBanc
- WAHVE
- Arlington Roe
- Ideal Traits
- ePayPolicy
- IIABA Retirement Services
|
Orenda/Geyser |
| 3:45-4:00 p.m. |
Break (OPEN)
Sponsored by: Bronze Sponsors |
|
| 4:00-5:00 p.m. |
State Round Tables (CLOSED - Only Big I & State Association executives, staffs and agent leaders) |
Orenda/Geyser |
| 6:00 p.m. |
Meet in Lobby to board buses (OPEN)
*First bus will leave at approximately 6:10pm with others to follow incrementally |
Orenda/Geyser |
| 6:30-9:30 p.m. |
Reception / Dinner / Entertainment offsite (OPEN)
Sponsored by: Swiss Re Corporate Solutions |
The Mansion at Saratoga |
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Wednesday, August 2
|
| Time |
Event/Session |
Location |
| 7:30-8:30 a.m. |
Breakfast (OPEN)
Sponsored by: Nimble AMS by communitybrands |
Hathorn & Coesa |
| 8:30-9:00 a.m.
|
Agent of the Future Presentation Liberty - Safeco - State Auto (Open)
Presented By: Crista Walker
|
Orenda/Geyser |
| 9:00-9:45 a.m. |
Membership Panel (CLOSED - Only Big I & State Association executives, staffs and agent leaders) |
Orenda/Geyser |
| 9:45-10:00 a.m. |
Break (OPEN)
Sponsored by: Silver Sponsors |
|
| 10:00-12:00 p.m. |
IAAE Meeting (CLOSED - Only State Association Executives)
- Management Survey Results - Presented by Dan Holst
- IAAE Annual Meeting
- Updates from IAAE members on IIABA committees
- Open Discussion
|
Orenda/Geyser |
| 12:00-6:00 p.m. |
Afternoon at Saratoga Racetrack in Verandas (OPEN)
Ongoing bus shuttle transportation will be provided beginning at 12:15pm. Attendees are also welcome to use hotel racetrack shuttle.
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| 6:30 p.m. |
Group Dinner at hotel
Sponsored by: Liberty Mutual Insurance/Safeco Insurance |
Hathorn & Coesa |