2025 ANNUAL CONVENTION

General Session & Keynote Address

with Sean Kevelighan & Kevin Brown

In a presentation entitled "Navigating Change in the Insurance Industry," Sean Kevelighan will delve into the current state and future prospects of the insurance industry. He will explore macro-level trends affecting the U.S. and reinsurance markets, including the hard market conditions characterized by rate increases, availability challenges, and the growing impact of technological advancements such as AI.

We'll close out our General Session with a presentation from acclaimed author and keynote speaker Kevin Brown.

2 GEN KS & MO (pending)

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Doing Business Well in a Harder Market: E&S

with Rick Pitts

This fast-paced hour is an introduction to the excess and surplus lines market, including Lloyds. Both those new to the industry and experienced producers will find some practical takeaways from our discussion, including a few thoughts on how to make a successful submission and foster relationship0s in the E&S market.

1 GEN KS & MO (pending)

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Modernizing Your Agency: 5 Simple Automated Processes to Enhance Efficiency and Productivity

with Casey Nelson

Discover the essential technology that forms the backbone of a powerful agency tech stack! Explore real-world examples of how agencies are transforming their workflows, boosting efficiency, and unlocking new levels of automation. This session will give you insights and inspiration to take your agency’s tech game to the next level.

1 GEN KS & MO (pending)

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SPECIAL "Women In Insurance" Session

with Angela Adams

Crowning Success: Empowering Women in the Insurance Industry

Angela Adams, founder and president of Angela Adams Consulting, will share her journey in building a successful, women-led consulting firm, highlighting the unique strengths and resilience of women in the workforce. Her story emphasizes the power of shared experiences, mutual support, and a commitment to creating win/win outcomes. Attendees will explore how gender-diverse leadership enhances profitability, fosters innovation, and creates thriving work environments. Angela will also address overcoming self-doubt, embracing opportunities, and supporting one another with a focus on compassion and collaboration. Join us for an inspiring session on building balanced, productive, and community-focused workplaces.

1 GEN KS & MO (pending)

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Exploring Different Deal Structures

with Carey Wallace

There are many different ways to buy and sell an agency. In this session, we will dive deep into the M&A world and highlight the different types of buyers, and explain some common purchase structures that exist in today’s Insurance M&A Marketplace. For every deal, there are three factors that both the buyer and seller must consider – time, price, and structure. We will show you how these three factors can work together to create the ideal situation that is specific to each transaction. We will provide specific examples of how the structure of the deal can greatly impact the price. We will show you how these three factors can work together to create the ideal situation that is specific to each transaction.

3 GEN KS & MO (pending)

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Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs

with Chris Boggs

*Qualifies for E&O Credit and approved by Westport for E&O Risk Management Credit

This session examines Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs), emphasizing their role as proof of coverage—not as policy modifiers. Agents often face pressure from third parties to include unsupported statements on these documents, risking errors and omissions (E&O) claims. Participants will learn why COIs and ECPIs should only reflect actual policy terms, the pitfalls of yielding to external pressures, and how to address unfixable versus modifiable requests. This "fun" session equips agents with best practices for managing COI and ECPI challenges ethically and accurately.

3 ETH KS / 3 GEN MO (pending)

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Robotic & Autonomous Farming

with Casey Roberts

**Qualifies for AFIS Update Credit (must take all 6 hours)

It is difficult, if not downright impossible, to speak about autonomous farming without mentioning robotics, and vice versa. So, this presentation will encompass both. We’ll review some of the current equipment in use as well as those that are still in beta testing (so to speak). In addition, a review of how our farm property and liability policies will respond is always in order.

2 GEN KS & MO (pending)

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Regenerative Agriculture

with Casey Roberts

**Qualifies for AFIS Update Credit (must take all 6 hours)

What is "regenerative agriculture"? Is this term a way of making agriculture sound more friendly and eco sensitive, or is this truly an opportunity for a farm/agriculture account to make a climate difference and increase its overall production and profits? How does it affect risk exposure and coverage needs? The objectives of this session are defining, understanding, and managing the nuances of regenerative agriculture and what that means for coverage needs.

1 GEN KS & MO (pending)

Market Update

with Carey Wallace

In this session, we will explore the changes the insurance marketplace has faced over the recent years as well as the overall economic environment and how these changes are impacting the Insurance M&A Marketplace. We will consider how the great resignation, silver tsunami, current ongoing hard market, rising interest rates, private equity, and both the supply and demand for agencies are changing the game in today’s Merger & Acquisition Marketplace. If you are asking yourself what to expect in 2025, so you can plan for your agency’s future – this is the session for you!

1 GEN KS & MO (pending)

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Valuation Drivers

with Carey Wallace

Do you ever wonder why some agencies sell for much more than others? In this session, we will break down the many different factors that are considered when determining what drives the value of your agency. We will show you how the same size agency can sell for a far different price based on the risk, performance, and specific situation of each agency. Not all buyers are right for every seller, and will demonstrate how important it is to know what factors to consider to maximize both the value of your agency and the price you can expect based on the potential buyer and seller’s makeup, and the synergies that exist between them. This is a session that anyone who is looking to grow by acquisition or plan for the actual sale of their agency should not miss.

2 GEN KS & MO (pending)

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Hemp: It’s Cannabis, But It’s Not! Understanding the Differences and the Challenges

with Casey Roberts

**Qualifies for AFIS Update Credit (must take all 6 hours)

This presentation will be part botany class, a glance at the history of hemp in the US, what hemp is currently being used for in a variety of industries and some of the very relevant challenges that the legalization of hemp presents to us in the world in 2025. Of course, we will also look at how current farm insurance forms may or may not respond with coverage.

3 GEN KS & MO (pending)

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Cussing, Lying, & Disclaiming

with Chris Boggs

This session explores essential etiquette in the insurance industry, focusing on terms to avoid, the risks of ambiguous language, and the role of disclaimers. Attendees will learn why terms like "Full Coverage" and "All Risk" can mislead clients, how the insurance application process may encourage unintentional misrepresentations, and whether disclaimers are effective on quotes and proposals. By the end, participants will know how to communicate clearly, avoid “dirty words,” and apply disclaimers thoughtfully.

1 GEN KS & MO (pending)

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Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks

with Chris Boggs

This session covers seven essential underwriting questions that agents and underwriters often overlook, despite their impact on coverage, potential out-of-pocket costs, and E&O claims. Participants will learn why asking questions like “Who owns the car?” or “Does your business depend on any other business?” is crucial to avoiding gaps in coverage. This practical course highlights the consequences of missing these simple yet vital questions and encourages a more thorough approach to underwriting.

2 GEN KS & MO (pending)