Developing and Implementing Successful Succession and Perpetuation Strategies AND Successful Organic Growth Strategies
3 CE Hours PENDING in Washington
Mr. Robert Lieblein, Hales and Company
Mr. Robert Lieblein, is a Certified Public Accountant and is a Managing Partner with Hales & Company. Robert has been involved in more than 150 mergers & acquisitions and is known as one of the industry's leading financial advisors and spent 13 years with KMPG as a Senior Manager in the firm's Financial Services practice. Rob also is the co-founder of Wharton Capital Partners, a private equity firm involved in starting and acquiring companies since 1997. He has written numerous articles for industry publications and is a frequent speaker for industry trade groups and associations. The PIA is pleased to have Rob present Developing and Implementing Succession Succession and Perpetuation Straties and Successful Organic Growth Strategies.
The Meteoric Rise of Social Media - best practices and how to use it as a powerful marketing tool!
Non Accredited Class
Mr. Derek Johnson, CEO Tatango and Derek Media
Derek Johnson is the 24-year-old founder and CEO of Tatango, a group text messaging website and Derek Media, a social media consulting agency. Derek has been nominated by Business Week as one of the top 25 under 25 entrepreneurs and his companies have been featured in the Wall Street Journal, Seattle Times, Mashable, TechCrunch and other national publications. Take time out to learn how Social Media is quickly becoming the main stream of business communications and how you can make it applicable to your agency.
National Flood Insurance Program - Flood Insurance Training
3 CE Hours APPROVED in Washington
Ms. LeslieAnn Melville, National Flood Insurance Program
As Territory Training Manager for the National Flood Insurance Program/H20Partners, Inc., Ms. LeslieAnn Melville's expertise with the National Flood Insurance Program (NFIP) is a benefit to any agent, lender or claim adjustor who attends an NFIP related flood course. Her Flood Insurance Training presentation will be covering the programs general rules, policy coverage, program eligibility and provide basic rating information.
Ethics - Shades of Gray
3 CE hours APPROVED in Washington
Mr. Gary Thompson, CIC
This 3 hour CE Ethics Class is presented by Mr. Gary Thompson, CIC. Gary brings over 30 years experience as an education consultant for the Society of Certified Insurance Counselors for the states of Oregon and Washington. Gary has an art of bringing to life tough subjects and is a favorite amongst all those that attend his sessions.
Legislative Update
1 CE Hour PENDING in Washington
Mr. Mel Sorensen - Carney, Bradley, Spellman
Mr. Sorensen has over 16 years of experience representing insurers, health care interests, and other regulated industries before the Washington State legislature and various state agencies. Mr. Sorensen's government relations practice emphasizes legislative and regulatory representation, including matters before the Washington State Office of the Insurance Commissioner and will inform you on the latest in Olympia and the legislative updates and changes that have and are occuring right now.
