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Earn CE, discover new business solutions, strengthen your agency and connect with insurance professionals from across Texas. Learn by day. Connect after hours. Experience everything the PIA Texas Exchange has to offer.
Agency Management & Growth
Technology & Industry Updates
 Tuesday, October 13
Welcome Reception
Exchanged Uncorked
4:00 PM - 7:00 PM
Registration Opens
5:00 PM - 7:00 PM
Welcome Reception
5:00 PM - 7:00 PM
Exchange Uncorked
Wine Tasting Cruise
October 13–15, 2026
 Margaritaville Lake Resort
Lake Conroe | Houston
Ready to Join Us
Early Bird
Members $95
Nonmembers $125
After Sept. 22
Members $115
Nonmembers $145
Exhibits
Free
Exhibits On-site
Members $35
Nonmembers $45
By Online Registration Ends
Thursday, October 8, 2025
Learn from respected agency leaders, industry experts and innovators.
Meet Our Speaker→
Coming soon
Wednesday, October 14
CE Classes
Technology Panel Discussion
Agency Management Sessions
Networking
Paradise Exchange
8:30 AM - 5:00 PM
Registration Open
Continuing Education Track
9:00 AM - 12:00 PM
Cyber Exposure and Emerging Risks (3CE Credits)
Presented by Tim McClendon, Hertel McClendon LLP
Cyber threats are evolving rapidly, creating new challenges and exposures for your clients. Explore today’s cyber insurance market, emerging threats such as AI-driven attacks and ransomware, key underwriting considerations, and practical tools you can use to help clients better manage their cyber risk.
Agency Management & Growth Track
9:00 AM - 10:00 AM
Building a Technology Growth Strategy for Independent Agencies
Moderated by Joe Dodd,
Clients First Insurance Group
Panelist:
Spencer Breidenbach, Brightfire
Lindsay Bolton, Agency Zoomify
Scott Cluney, HawkSoft
Connor MacNeil, Jump Suit GP
Today’s most successful agencies aren't just adopting new technology—they're building strategies that connect their people, processes, and systems. Join a panel of industry experts and an independent agency owner as they discuss how to evaluate technology investments, improve operational efficiency, enhance the client experience, and create a roadmap for sustainable agency growth.
10:15 AM - 12:00 PM
Profitability & Growth Presentation
Facilitated by Colby Allen, Agency Consulting Agency
12:00 PM - 1:00 PM
Networking Luncheon
Continuing Education Track
1:00 PM - 4:00 PM
Management Liability: What Agents Need to Know
(3 CE Credits)
Presented by Tim McClendon, Hertel McClendon LLP
Management liability is a growing exposure for businesses of all sizes. This session will explore Directors & Officers liability, common sources of D&O lawsuits, the duties and personal liability of directors and officers, available coverage and key policy provisions. The discussion will also touch on management liability considerations for nonprofits, partnerships and LLCs, as well as Employment Practices and Fiduciary Liability.
4:00 PM - 5:00 PM
Trucking 101
Presented by Hanadi Hussein, Advisor Insurance Group
Agency Management & Growth Track
Afternoon Agency Performance Series
Facilitated by Kelly Donahue-Piro
Agency Performance Partners
1:00 PM - 2:00 PM
Efficiency in Chaos
Discover practical strategies for turning a busy agency into a more productive one. Learn how to eliminate distractions, reduce duplicate work, establish operational boundaries, and reclaim valuable time using proven time-management techniques designed specifically for insurance agencies.
2:00 PM - 3:00 PM
Tell-All From Insurance Secret Shoppers
What happens when a prospective customer contacts your agency? Based on 111 real-world secret shopper calls, this session reveals common sales and service missteps that can cost agencies valuable opportunities. Learn practical strategies to improve the customer experience, strengthen connections and convert more leads.
3:00 PM - 4:00 PM
Mastering the Art of Delivering Difficult News to Clients
Rate increases, non-renewals, denied claims and agency mistakes can create some of the most difficult client conversations. Learn a practical framework for delivering challenging news with confidence, setting expectations, managing reactions and strengthening client trust.
4:00 PM - 5:00 PM
Road to 96% Retention Rate
What separates average retention from exceptional retention? Explore strategies for turning satisfied clients into loyal clients, including effective cancellation-save processes, managing non-renewals, overcoming internal obstacles and creating a consistently exceptional customer experience.
7:00 PM - 9:00 PM
Exchange In Paradise Mixer
Thursday, October 15
Annual Meeting
Opening Keynote
Panel Discussion
Keynote Luncheon
Sweet Exchange
8:30 AM - 3:30 PM
Registration Open
Industry Insights & Advocacy Track
9:00 AM - 9:30 AM
PIA Texas Annual Meeting
9:30 AM - 10:15 AM
Opening Keynote
Presented by David Gorman
President-Elect, PIA National; National Director, PIA Texas
10:30 AM - 11:15 AM
Panel Discussion
11:15 AM - 11:45AM
Presentation
12:00 PM - 1:00 PM
Keynote Luncheon
Spotlight on Texas Insurance in the 2027 Texas Legislature: Affordability, Availability and Challenges Ahead for Insurers and Agents
Presented by Albert Betts, Jr.
Executive Director, Insurance Council of Texas
The 90th Texas Legislature convenes in January 2027, with property and casualty insurance expected to be a major focus. As lawmakers examine rising insurance costs, market stability, insurer participation, coverage availability and affordability, the industry will face important questions about how to protect consumers while preserving competition and access to coverage.
With the Governor identifying insurance as a priority for 2027 and already proposing changes to homeowners and personal auto insurance, this keynote will provide insight into the issues, proposals and legislative discussions that could shape the future of insurance in Texas.
Sweet Exchange
Exhibits & Prize Giveaways
Join us Thursday afternoon for the perfect blend of business and hospitality.
 Explore the Exhibit Hall
Enjoy desserts and tropical beverages
Connect with industry partners
Discover products and services to grow your agency
View Exhibitors→
Coming soon
Experience the Exchange
Learning by day. Connections after hours. Join us for three signature events designed to help you build relationships, exchange ideas and enjoy the best of the PIA Texas Exchange.
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