2014 Sales & Leadership Brochure

IIAW SALES & LEADERSHIP CONFERENCE KALAHARI RESORT, WI DELLS JULY 23-25, 2014 REGISTER AT IIAW.COM

SCHEDULE OF EVENTS WEDNESDAY, JULY 23RD

WED

1 PM

Golf at Wild Rock Golf Club – 18-Hole Shotgun Start Wilderness Resort, 511 East Adams St., WI Dells – wildernessresort.com

6-7 PM

Welcome Reception & Cocktails at the Wilderness

7-9 PM

Dinner! A Wisconsin Tailgate Party at the Wilderness

THURSDAY, JULY 24TH 8-9 AM

THUR

Breakfast Buffet, Families Welcome! – Kalahari Resort

9-10:15 AM Welcome Remarks & Panel Forum – Kalahari Resort

Effectively Communicating With Underwriters Panelists: Meggen Gagas, Commercial Underwriter (Burns & Wilcox); Casey Haen, Market Manager (SECURA); Jake Hodgson, Sr. Underwriter (West Bend); and Tom Asiala, Personal Lines Underwriter (The Hanover Group) 10:30-3:30 PM Management Breakout – Kalahari Resort

Bypassing the Bottlenecks to Growth Chad Jenkins, Founder, Blueprint Consulting Group Chad will discuss the most common hindrances to agency growth, as well as unpack practical strategies and tools to maximize your potential of growing your agency or book.

10:30-3:30 PM Emerging Leaders Breakout – Kalahari Resort

Next Generation Leadership Development Michelle Gleeson, Partner, Gulfshore Insurance This session is tailored to motivated agents and rising agency leaders and covers essential skills needed to successfully lead and grow an agency. Michelle teaches how to create a strategic road map for your agency and then focuses on how to achieve those objectives and drive growth by creating a strong sales culture.

Lunch served at noon.

Noon-6 PM Family/Free Time – Visit our Kalahari cabana sponsored by SECURA Insurance 6:30–9 PM Sunset Dinner Cruise! Enjoy steak and lobster along with the unparalleled combination of beautiful scenery, the musical talents of Dan Soma, and a pre-dinner stroll through the torchlit paths of Witches Gulch. Dont miss this unique experience for all ages. Upper Dells Docks, 107 Broadway, WI Dells – dellsboats.com.

Transportation from Kalahari to Upper Dells leaving at 6 PM sharp. Children welcome!

Sponsored by the IIA of IL Young Agents.

9 PM

Emerging Leaders Night Out at Marley’s 750 Wisconsin Dells Parkway, WI Dells – marleysclub.com

FRIDAY, JULY 25TH 8-9 AM

FRI

Breakfast Buffet, Families Welcome! – Kalahari Resort

9:15 AM-Noon Business Planning Workshop – Kalahari Resort

Creating A Business Plan Carl Rainey, Business Coach, State of Wisconsin, UW-Madison Discover how to target your market, analyze competitors, and examine your strengths and weaknesses. You will learn how to set goals and develop financial projections, use the Business Canvass to identify your customers’ needs, and analyze information and incorporate it into a feasible business plan.

Noon

Family/Free Time – Visit our Kalahari cabana sponsored by the IIAW

REGISTRATION INFORMATION The Sales & Leadership Conference registration options are below.

For full descriptions, please go to iiaw.com. > OPTION 1: Full registration for agency or company members, includes Sunset Dinner Cruise. You must indicate cruise RSVP within the registration - $189 > OPTION 2: Non-Industry Spouse - $99 > OPTION 3: Children (5 & Older) - $25 plus an additional $30 for Sunset Dinner Cruise. Children 4 & Under - Free > OPTION 4: Golf at Wilderness Resort for agency or company members $79 per person > OPTION 5: Golf for Spouses - $79 TRANSPORTATION Transportation will be provided to and from all Sales & Leadership Conference events.

WATERPARK PASSES Waterpark passes are included with your Kalahari reservation. Indoor theme park passes are available for the discounted price of $14.95/person. If requested at the time of Kalahari reservation or check-in, a coupon will be loaded on attendees’ room key cards.

CANCELLATIONS Cancellation requests received by July 14, 2014, will be refunded, less a $10.00 processing fee. No refunds will be given for cancellations received after July 14, 2014.

HOTEL INFORMATION The Sales & Leadership Conference headquarters is the Kalahari Resort, 1305 Kalahari Drive, Wisconsin Dells, WI 53965. The room rate is $179. Make your reservations by calling (877) 253-5466. Please be sure to identify that you are attending the Sales & Leadership Conference or use the Booking ID # 22121 to ensure the group rate. Room rates are available Wed. through Saturday night, July 23-26. Please refer directly to the Kalahari Resort for full reservation and cancellation policies. Hotel reservation deadline is June 23, 2014.

REGISTER AT WWW.IIAW.COM

OUR SPEAKERS:

CHAD

JENKINS

MICHELLE

GLEESON

CARL

RAINEY

PRSRT STD US POSTAGE

PAID

MADISON WI PERMIT NO. 2506 725 JOHN NOLEN DRIVE MADISON, WI 53713 ADDRESS SERVICE REQUESTED

PLATINUM

OUR SPONSORS: AAA WISCONSIN ACUITY

SFM THE WORK COMP EXPERTS

ANTHEM BLUE CROSS

SOCIETY INSURANCE

CAPITOL INSURANCE

THE HANOVER

INTEGRITY MUTUAL PROGRESSIVE

THE IMT GROUP TRAVELERS WEST BEND MUTUAL

SECURA

WILSON MUTUAL

GOLD

QBE

AMERISAFE ARLINGTON/ROE BURNS & WILCOX MADISON MUTUAL WISCONSIN MUTUAL WPS

SILVER

EMC UNITED HEARTLAND

BRONZE NATIONAL GENERAL MANAGEMENT CORP.