Designed by professional Texas agents, this event provides opportunities to network with agents, company representatives and industry experts while gaining insight into the opportunities and challenges facing the insurance industry in Texas.

We're pleased to finally hold the event in-person this year—at the beautiful Pedrotti's Ranch in Helotes, Texas. You can expect quality events and hospitality with our continuing education, panel discussion, keynote speech, presentations, exhibits, and more. 

NEARBY HOTELS
DoubleTree by Hilton, San Antonio Northwest
Eilan Hotel & Spa

Candlewood Suites San Antonio NW
Drury Inn & Suites San Antonio Near La Cantera Parkway 

Registration Opens
7:00 a.m.

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County Mutual Class
7:30 a.m. - 12:30 p.m.

Instructed by Patti Romo, Director of Marketing, Excellent Insurance

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Ethics Class (3 CE Credits)
8:00 a.m. - 11:00 a.m.

Ethics for Today
Instructed by Paul Martin, CPCU, Director, The National Alliance for Insurance Education and Research

Agents will learn the ethical behavior and standards in dealing with the day-to-day realities of the complex, ethical issues of the insurance industry. They will discuss reasons for unethical actions and examine the guidelines for ethical decision-making. Using real-life scenarios, agents will be able to identify what constitutes an ethical dilemma and recommend an approach to choosing a valid ethical solution.

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Power Hour Presentation
8:00 a.m. - 9:00 a.m.

How to Build Your Dream House
Presented by Joe Kampert, Vice President of Sales, Redwood Agency Group

Believe in DREAMING! Remove all limiting beliefs on how high you can go and push yourself to envision what you want your "dream" business/life to look like. How many stories is your house going to be? How many rooms? Get out of your comfort zone and dream a little bit and then push to make it reality. Sometimes we just have to challenge ourselves to sit down and actually look at what we want our "dream house" to look like!

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Panel Discussion
9:00 a.m. - 10:15 a.m.

Moderated by Deedre Payne, COO, The Payne Group

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Break
10:15 a.m. - 10:30 a.m.

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10:30 a.m. - 11:30 a.m.

Sales and Growth
Presented by Ariel Rivera, MBA, CIC, CPIA, Founder & Agency Principal, Deer Insurance Agency, LLC

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Annual Meeting
11:30 p.m. - 12:15 p.m.

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Break
12:15 p.m. - 12:30 p.m.

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Luncheon & Awards Presentation
12:30 p.m. - 2:00 p.m.
Complimentary barbeque luncheon for attendees.

2023 Industry Outlook: Opportunities and Challenges Facing the Independent Agent
Featured speaker: Gerald F. Hemphill, CIC, LUTCF, President-Elect, PIA National

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Break
2:00 p.m. - 2:15 p.m.

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Commercial CE Class (2 CE Hours)
2:15 p.m. - 4:15 p.m.

Commercial Casualty Q&A
Instructed by Paul Martin, CPCU, Director, The National Alliance for Insurance Education and Research

Using a Question & Answer format, agents will review and understand special coverage situations, such as: CGL Limits of Liability, Discontinued Products coverage, insuring Country Club events, insuring Mobile Equipment for liability coverage, and Multi-State Workers Compensation issues.

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Presentation
Technology & Automation
2:15 p.m. - 3:15 p.m.

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Presentation
3:15 p.m. - 4:15 p.m.

It's Time to Harden Your Agency's Cyber Defenses - The Merger of Insurer, Regulator and Consumer Mandates
Presented by Thomas Wetzel, CEO, Thomas Wetzel and Associates

To meet escalating consumer and insurer concerns and stricter regulations, agency owners must understand how cybercrime threatens their agencies, how to fight back within their means, and guide their clients to do the same.  This presentation will:

• Explain the urgency of the cyber threat to agencies and clients in today’s environment
• Detail how cyber threats are evolving rapidly.
• Identify best practices in detecting and mitigating cyber threats and the cost/benefit of doing so.

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Break
4:15 p.m. - 4:30 p.m.

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Expo & Reception
4:30 p.m. - 6:30 p.m.