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Conference Schedule

September 25th

  • 8-9am- Golf Registration Opens

  • 9am- Shotgun Start- Golf Tournament at Championship Golf Course at Shangri-La

    • 2 Drink Tickets &

    • Boxed Lunch Sponsored by Chubb

  • 9am on- Additional Activity Options

    • Must book separately on your own from the conference registration

    • Please note pricing is subject to change

      • Parasailing

      • Single

        • $80

      • Guided Fishing

        • Must Pre-Book through Shangri-La Guide Service- Tony Coatney: (918) 964-0049

        • $300 for 4 Hours (Up to 2 People), $100 Additional for 3rd Person

      • Boat or Wave Runner Rental

      • Spa (Must Pre-Book through Shangri-La Resort by calling 918-257-4204

        • Prices & Services Vary (Only open select Days)

  • 6pm- OK/KS Lakeside Mix & Mingle

    • Eddie's Lakeside Bar at 31000 OK-125, Afton, OK 74331 (MAP)

    • $20 OK-Pac Donation at the Door- 2 Drinks, Dinner & Entertainment Provided (KS May do Insurpac- must pre-register)

      • 6:00pm- Registration Open & Bar Opens

      • 6:30-7:30pm- Buffet Dinner Opens

      • 7:30-9:30pm- Band/Entertainment

September 26th

  • 8-12pm- General Registration Opens

    • Roosevelt Ballroom Foyer

  • 8-10am- Grab & Go Breakfast

    • Roosevelt Ballroom Foyer

  • 9-10am- "Reinsurance: A Market in Transition"-  by Jack Rader & Paul Houska with Farmers Alliance

    • Roosevelt Ballroom (Approved for1 Hr. of General CE)

      • This course provides a comprehensive overview of the rapidly changing reinsurance market, focusing on recent trends and future outlooks. Participants will explore the impact of economic factors such as rising interest rates, a strong U.S. dollar, and underwriting losses on capital and coverage, while analyzing mid-year market trends including pricing, capacity, and severe weather events. The course will highlight Holborn's data insights on midyear renewals, discuss why the reinsurance market hardened at the start of 2024, and examine strategies for addressing property severity and liability trends. Additionally, the course offers an interactive Q&A session for participants to share knowledge and address specific concerns, concluding with key takeaways and information on further resources. ​

  • 10-10:15am- Networking Break

  • 10:15-11:15am- Keynote Session: "The Hard Market" by Scott Howell

    • Roosevelt Ballroom (Approved 1 Hr. of General CE)

      • Playing defense like the 85' Chicago Bears.  Scott discusses the current state of the hard market across the U.S.  The light at end of the tunnel may upon us and the myriad of ways that your agency can survive and thrive in a "once in a career" hard market.

  • 11:15-12:45pm-Lunch, Oklahoma FILO Graduation ​& Networking Activity

  • 12:45-1pm-  Networking Break

  • 1-2:00pm- Breakout Sessions: (See Room Location Next to the Session)

    • "Communication Excellence" by Ashley Napier

      • Roosevelt Ballroom (Approved 1 Hr. of General CE)

        • Uncover the Secrets of the Communication Code In this session, participants will uncover the secrets of the Communication Code, mastering the art of effective communication. Learn the ideal timing for different types of messages, enhancing both giving and receiving. Emphasizing mutual understanding, discover tailored communication approaches for each team member. Identify your default communication style and its impact, and gain insights into the art of active listening. Elevate your communication skills and foster stronger team interactions.

    • "Industry Outlook: Prevailing Trends in the Personal and Commercial Sectors" by Quentin Harris

      • Holderman Ballroom (Approved 1 Hr. of General CE)

        • Please join Quentin Harris, Senior Financial Analyst of North American Property & Casualty Analytics, as he walks through a number of the headwinds and tailwinds that the industry has experienced over the past 12-24 months. Topics discussed will include the increased frequency and severity of secondary perils, reinsurance pricing and capacity trends, economic headwinds such as inflation as well as how companies are reacting to these market pressures. He will detail how these factors and others are impacting the operating performance and capital positions of industry participants and ultimately, their ratings.

  • 2-2:15pm- Networking Break

  • 2:15-3:15pm- Breakout Sessions: (See Room Location Next to the Session)

    • "Stand Out In Your Marketplace (Become a “Blue Lobster”)" by Derick Hayden

      • Roosevelt Ballroom (Approved 1 Hr. of General CE)

        • Young agents often find it difficult to differentiate themselves in their marketplace.  In this presentation I will use real-world brand examples to explain how different businesses stand out from their competitors.  We’ll then discuss how Independent Agents can use similar tactics to be different from their peers.  This is a fun and engaging discussion for agents of all ages.

    • "Decoding AM Best Ratings: An Insider’s Guide for Insurance Professionals" by Quentin Harris

      • Holderman Ballroom  (Approved 1 Hr. of General CE)

        • Ever wonder how AM Best determines carrier ratings?  In this session, Quentin Harris, Senior Financial Analyst from AM Best, will provide a walkthrough of AM Best's rating process, clarifying its evaluation methods and criteria. He will detail the interactive nature of AM Best’s ratings as well as highlight the various assessment categories, including balance sheet, operating performance, business profile and enterprise risk management.

  • 3:15-4:15pm- Break

  • 4:15-7:00pm- OK/KS Rivalry at the Anchor at Shangri-La (57221 OK-125, Monkey Island, OK 74331)

    • 2 Drink Tickets & Appetizers Provided

    • Beer Pong: $20 Per Team- Payment taken at venue. All proceeds go to our charity of the year!

  • 7:00pm- Dinner

    • On your own/open time

  • 8:30-10pm- First Time Attendee Smore's Event at the Anchor Sponsored by COMP Risk Management & Berkley Aspire

    • Please note: This event is exclusive to first time attendees. ​

  • September 27th

  • 8:30-10am- Grab & Go Breakfast & Mimosa/Bloody Mary Bar

    • Roosevelt Ballroom Foyer

    • 1 Drink Ticket Provided- Sponsored by CompSource Mutual

  • 9-9:50am- "Slamming the Back Door Shut" by Scott Howell

    • Roosevelt Ballroom (Approved 1 Hr. of General CE)

      • Scott discusses why the money in insurance isn't in new business, it's in renewals and increasing the life cycle of your clients.  We discuss the many ways to make small changes in your agency to help slam the back door shut and increase retention and revenue.

  • 9:50-10am- Networking Break

  • 10-10:50am- "Leadership Tool - The 5 Gears Introductory Course" by Ashley Napier

    • Roosevelt Ballroom (Approved 1 Hr. of General CE)

      • Participants will learn how to be present and productive when it seems there is never enough time. The concept of the 5 Gears is wholly centered upon helping people connect well with others so that they can become the most fulfilled and productive person they can be, maximize their leadership skills, and gain influence.

  • 10:50-11am- Networking Break

  • 11-12pm- "Getting to No" by Derrick Hayden & Wrap Up

    • Roosevelt Ballroom (Approved1 Hr. of General CE)

      • This topic is all about sales psychology.  Many young agents are taught about insurance products but have no idea how to sell them.  We’ll discuss tactics used by an ex-FBI hostage negotiator to gain the upper hand in a sales negotiation.   These tactics include the concept of mirroring, labeling, and getting to NO. They will leave understanding that NO is more powerful than YES.

 

Please Note: Continuing education credit is only approved for property & casualty licenses in Oklahoma AND Kansas.

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