Workshops & Training Events 
Upcoming Events
Managing Remote Teams Pt. 2
Date: Thursday, April 16th, 2025 @ 3:00 PM EST & 2:00 PM CST
Location: Virtual (Google Meet link provided upon registration)
Cost: Free
Description:
Join us for Managing Remote Teams Pt. 2, a virtual meeting crafted for visionary insurance leaders balancing multiple roles. Whether you’re wearing the HR, sales, or coaching hat—or all three—this session will help you lead smarter, reduce burnout, and boost profitability. We will discuss practical strategies for reclaiming your time, strengthening your company culture, and building lasting wealth—even while managing remote or hybrid teams.
Topics Include:
Juggling HR, Sales, Marketing & Accounting—without burning out Navigating culture shifts without losing clients Cutting overhead by up to 60% Paying yourself what you’re truly worth Restoring work-life balance and avoiding leadership fatigue
Innovate & Insure: Strategies for Modern Agencies
Date: Wednesday, Thursday & Friday, June 4th-6th, 2025
Location: In-Person
Cost: $350.00 – General Admission; $250.00 – New Agents; $175.00 – w/ CEO Membership
Short Description:
This powerful business planning workshop is built for agency owners and independent professionals ready to modernize their business model. From streamlined systems to digital insurance tools and market positioning, we’ll show you how to build a profitable, scalable operation with the right strategies.
Topics Include: Operational systems for growth Digital insurance tools & integrations Market research & high-value client targeting Revenue stream diversification Tech adoption for agency owners
Why Attend Our Workshops?
- Action-oriented planning
- Tools, templates, and guides included
- Coaching and Q&A sessions
- Network with like-minded professionals
- Real-world strategies rooted in consulting expertise