2015 Sales & Leadership Conference Brochure by Independent Insurance Agents of Wisconsin

SALES & LEADERSHIP CONFERENCE

JULY 15-17, 2015 Wilderness Resort, Wisconsin Dells

R E GIS T E R AT I I AW. C O M

EVENT SCHEDULE WEDNESDAY, JULY 15 All Wednesday events are adults only. 1 PM GOLF, WILD ROCK GOLF CLUB AT THE WILDERNESS RESORT – 18 HOLE SHOTGUN START Hole events, flag contests, giveaways and more!

6-7 PM 7-9 PM

WELCOME RECEPTION & COCKTAILS AT WILD ROCK WISCONSIN COOKOUT AT WILD ROCK

THURSDAY, JULY 16 All conference events are hosted at the Wilderness Resort. 8-9 AM

BREAKFAST – FAMILIES WELCOME!

8:30-10 AM

PANEL SESSION TECHNOLOGY: THE FUTURE WAVE PANEL The session’s objective is to highlight current and future technology (hardware, software, apps, etc.) that impact and assist individuals and organizations in the insurance industry.

10-10:15 AM

BREAK

10:15-NOON

INDIVIDUAL CONTRIBUTOR TRACK MANAGING YOUR PERSONAL BRAND: THE FOUNDATION TO A FULFILLING CAREER Taura Prosek, Career Accelerate, LLC This session provides participants with a career management road map that begins with self-reflection and discovery. Session objectives: • Demonstrate the process to identify seven to 12 guiding principles that act as your foundation when evaluating future career options. • State your value proposition and ensure your personal branding is in alignment with market perception. • Follow a guide to complete your career marketing plan to ensure you know what you want and are able to clearly articulate why you are qualified. You will understand the role of an individual development plan in this annual review process. • Design your personal career advisory board and create an action plan to build it and nurture it. • Share tips and techniques related to the marketing materials that back your brand including conversational strategies, LinkedIn profile, and professional bio and resume.

10:15-NOON

MANAGER/LEADER TRACK ESSENTIALS OF LEADERSHIP: PEOPLE, PROCESSES, PLANNING AND PROBLEM SOLVING Steve King, Director, UW-Madison, Center for Professional and Executive Development Think of the people you manage. Do they: • Miss problems altogether? • Rely too heavily on policy and procedures? • Show up at your door with problems but no solutions? • Draw conclusions without appropriate analysis? • Tend to focus on “who’s to blame”? This session will help you to coach and lead staff in effective problem solving. It is human nature to jump to idea generation and quickly find solutions to problems or issues. But, if the right problem isn’t being addressed or the problem is not really understood, then solutions are not very effective. Learn how to avoid these traps and get to the bottom of things in a productive way.

NOON-1 PM

LUNCH – FAMILIES WELCOME!

1-3 PM

COACHING AND MENTORING WORKSHOP - FULL GROUP ENGINEERING A PASSION FOR DEVELOPMENT Artell Smith, Adjunct Faculty, UW-Madison, Center for Professional and Executive Development This session will advance participant skills in the critical leadership competency areas of coaching and mentoring. Through a series of crisp case studies, participants will hear from leaders and managers about the significant impact a coach or mentor had on their lives in general, and their careers in specific. Session objectives: • Identify behavioral competencies essential for effective coaching and mentoring, in both personal and commercial settings. • Examine the techniques for leaders to build the necessary self-awareness to powerfully impact those who are being coached or mentored. • Learn from authentic examples of successful coaching and mentoring, and identify how various behavioral competencies were positively demonstrated. • Distinguish between the methods to drive both short-term results and long-term success for those who are coached or mentored. • Create a simple but impactful action plan to implement key takeaways.

12:30-5:30 PM FREE TIME Visit our poolside cabana sponsored by SECURA Insurance.

6:30-9:30 PM

SUNSET DINNER CRUISE – FAMILIES WELCOME! Enjoy great food, music, beautiful scenery and a pre-dinner stroll through the torchlit paths of Witches Gulch. Don’t miss this unique experience for all ages! Round trip transportation provided. Transportation departs from the Wilderness Resort at 6 PM sharp. RSVP required. Sponsored by the IIA of IL Young Agents.

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EVENT SCHEDULE FRIDAY, JULY 17 All conference events are hosted at the Wilderness Resort. 8-9 AM

BREAKFAST – FAMILIES WELCOME!

9:15 AM-NOON INDIVIDUAL CONTRIBUTOR TRACK INFLUENCE BEYOND THE ORDINARY: EFFECTING MEANINGFUL CHANGE IN THE WORLD AROUND YOU Artell Smith, Adjunct Faculty, UW-Madison, Center for Professional and Executive Development This session will build upon the behavioral skills identified in the Coaching and Mentoring session and further enable participants to make a durable difference in the day-to-day world in which they lead their lives. Session objectives: • Define and describe the concept of a “durable difference” in the application of critical influence skills. • Bring to conscious awareness how the personal concept of SELF can either help or hinder the relationships with OTHERS in many different settings. • Identify the characteristics of an influence agenda and create an outline for the future. • Identify skills and competencies that frame influence beyond the ordinary sense, and advance materially the success of individuals and organizations.

9:15 AM-NOON MANAGER/LEADER TRACK FINANCIAL ACUMEN Martin Halek, Faculty, Wisconsin School of Business, UW-Madison Martin Halek, Ph.D., will discuss topics targeting the financial assessment of an insurance organization. Stakeholders possess various concerns about the financial well-being of an insurer; however, it is not always clear how to evaluate an insurer’s financial position. Dr. Halek will explain key financial statement ratios that can help assess the success of a company’s strategies. He will also discuss the development, interpretation and role of insurance-specific financial and performance measures. The audience will have an increased insurance industry financial acumen.

NOON-1 PM

LUNCH – FAMILIES WELCOME!

1-3 PM

EMOTIONAL INTELLIGENCE WORKSHOP - FULL GROUP HOW TO WORK MORE EFFECTIVELY WITH PEOPLE Kathryn Jeffers, Adjunct Faculty, UW-Madison, Center for Professional and Executive Development Good working relationships, the kind that foster trust and frankness, do not happen by chance - they happen by design. Session objectives: • Three options we can use when there is an issue to address. • Increasing emotional intelligence competencies, especially in difficult conversations, so we can talk to each other rather than • Customizing feedback and coaching to the receiver. about each other. • Indicators of willingness or unwillingness to be coachable. • Actions that most impact how our communication is received. • Fact checking for more accuracy and less interpretation. • Five habits of emotionally intelligent people. • Listening without defensiveness, shutting down and conflict • How to change norms that need to be improved. avoidance. • Behaviors that most effect morale and productivity. • Developing impulse control by managing triggers and upsets.

3 PM CONFERENCE ADJOURNS Registration information on next page.

Steve King is the Executive Director of the Center for Professional and Executive Development for the Wisconsin School of Business at UW– Madison. Prior to taking this position, Steve held the positions of Vice President of Global Talent Management for Baxter International, Senior Vice President of Human Resources at Hewitt Associates, and Chief Learning Officer at Hewitt Associates.

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Kathryn Jeffers is a writer and teacher who delivers training programs that teach people how to build better working relationships. She coaches teams, managers and executives on how to increase their leadership capacity and accomplish their business goals. She is the author of numerous published articles in the area of organizational development and is the co-author of “Finding Solutions to Workplace Problems,” and “Don’t Kill the Messenger.” Her diverse list of clients include IBM, Wausau Insurance, U.S. Navy, Duke University Medical Center, Ryder Truck, TDS Telecom, IRS, Aurora Health Care, Briggs and Stratton, U.S. Forest Service, Mayo Clinic and many others. P. Artell Smith is Senior Vice President and Chief Human Resources Officer for Aon Hewitt, a global provider of HR Solutions with more than 27,000 employees and $4 billion in annual revenue. Over his 15-year career at Aon Hewitt, he has also served as Chief Learning Officer, Corporate Talent Programs Leader, CAO & CHRO for Sageo, Ltd. (a Hewitt

subsidiary), N.A. Benefits Customer Service Operations Leader, and various other internal and client-facing leadership positions. Taura Prosek has spent eight years of her career in talent management, recruiting and coaching, and 12 years in business development. She has been Series 7 and 63 licensed working in the financial services industry and has worked for a Fortune 50 manufacturing company. Taura is currently a career coach and program manager for evening and executive MBAs at The Wisconsin School of Business serving over 250 business leaders. She earned her masters of management degree (MBA) from Northwestern Kellogg and her bachelors degree (BBA) in finance from UW-Madison. She is a certified executive coach and trained facilitator conducting workshops and seminars on all topics related to career, sales and leadership.

INSTRUCTORS

Dr. Martin Halek (Ph.D., Wharton School, University of Pennsylvania, M.S., UW-Madison, and B.A., Whitman College) joined the Actuarial Science, Risk Management and Insurance Department at the University of Wisconsin in January 2008. Prior to this position, he was an assistant professor at the University of Georgia and the University of North Carolina-Charlotte. His areas of research include insurance economics, insurer ratings and financial markets, insurer loss reserving practices, adverse selection, hazard risk assessment, and transitioning insurance markets of Eastern Europe.

REGISTRATION INFORMATION

725 John Nolen Drive Madison, WI 53713

The Sales & Leadership Conference registration options are below. For full descriptions, please go to IIAW.com. Full registration, includes boat cruise. Indicate cruise RSVP when you register - $199 Member/$209 Non-member early OPTION 1: bird pricing until June 15. After June 15, price is $219 for all registrants. Non-Industry Spouse - $99 OPTION 2: OPTION 3: Children (5 & Older) - $30 plus an additional $25 for the sunset dinner cruise. Children 4 & Under – Free OPTION 4: Golf at Wilderness Resort for agency/company members and spouses - $79 TRANSPORTATION Transportation will be provided to and from all offsite Sales & Leadership Conference events. WATERPARK PASSES Guests receive waterpark wristbands at check-in and have access to all waterparks on the Wilderness property. Guests may obtain their wristbands anytime after 12 PM even if rooms are not ready until check-in at 4 PM. Cancellation requests received by July 8, 2015, will be refunded less a $10.00 processing fee. CANCELLATIONS No refunds will be given for cancellations received after July 8. HOTEL INFORMATION Room rates: July 15 & 16 - $149; July 17 & 18 - $179. For reservations call (800) 867-WILD and identify that you’re attending the Sales & Leadership Conference. Refer directly to the Wilderness Resort (511 E. Adams St., WI Dells wildernessresort.com) for full reservation and cancellation policies. Hotel reservation deadline is June 24, 2015. All conference events are hosted at the Wilderness Resort. Conference dress code is resort casual.