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The 2019 PIA of Oregon and Idaho conference returns to its roots at the Salishan Spa & Golf resort. With the state’s independent insurance agents and companies heading to one of Oregon’s premiere resorts, PIA Oregon/Idaho is taking, “an inspiring new direction. One that we are pleased to say, ‘Where Tradition Meets and Begins.’”
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The change comes from what the membership asked the association’s management to do and PIA takes to heart our members needs. Agent and company input identified strengths, weaknesses and challenges of what they want from an annual event.
Out of that wisdom came the realization that no matter how much innovation and trend reaction there may be, one thing is constant — tradition.
PIA Western Alliance Executive Vice President Clark Sitzes said, “This year we’ve brought in the heavy equipment to carve out a thoughtful and knowledgeable program.”
He said one important addition to this year’s celebration is the incorporation of Oregon’s newest agent group the Oregon Young Insurance Professionals (OYIP). This year’s conference will give them a chance “to see for themselves why attending will offer them the opportunity to experience what equals to more than a few hundred years of collective knowledge. And the benefit of both to share and learn.”
As with all PIA Oregon/Idaho conferences, there will be plenty to do from golf to the annual industry trade show to the industry awards recognition of agent, company person and blinders awards and to world class education.
As for golf, don’t miss the annual Dave Iwata Memorial Golf Tournament Sunday May 5th. Tee off begins at 12:30.
Dave Iwata had a long and successful career for a number insurance companies including Safeco, Travelers and Mid Valley General Agency. His passion was people and golf. Dave represented everything that is good and important about the independent agency system. He touched people with his genuine smile, caring of others and his knowledge of the industry. He mentored many, and when people met him, they became fast friends.
Dave Iwata was passionate and always strived to find the best in himself, in others and in life. And as much as he loved people, his real addiction was golf! Dave helped spearhead many PIA golf events. Working to get companies on board to sponsor and encouraging friends — old and new — to come play. He was instrumental in PIA's success and PIA is forever grateful.
The PIA is proud to rename our annual golf tournament after Dave. It's the best way we know to honor him and his passion.
In other words — the annual PIA Oregon/Idaho conference has something for everyone. Here are the breakout sessions:
Thriving Through the Perfect Storm
Monday’s general session and awards luncheon feature speaker is Captain James Evanow. He presents a discussion of how change in business and in life is inevitable. When we are navigating through numerous or sudden changes it can feel like a Perfect Storm. James will share his maritime experience with examples and techniques that can help people to develop the mental preparedness to survive and even thrive through the Perfect Storm.
Evanow is an international speaker and trainer. Having many years of maritime experience, He realized how his experiences and responsibilities of bringing his crew through tight situations had a direct correlation to the emotional intelligence of leadership. Evanow inspires people to develop collaborative skills by enhancing their ability to understand the needs of others and develop mental preparedness. This results in higher productivity, lower turnover rates, stronger relationships and increased abundance for all involved.
Don't Kill Your Golden Goose: Protecting Your Agency Assets From Taxes and Lawsuits — 3 CE OR, ID
This one is taught by Larry Oxenham of the American Society of Asset Protection. It takes a lifetime to accumulate your assets. Take the time to protect them. Is your agency's financial house in order? Discover the tools you can use to become invincible to lawsuits, save thousands in taxes and achieve financial peace of mind.
Is your agency's financial house in order?
Discover the tools you can use to become invincible to lawsuits, save thousands in taxes and achieve financial peace of mind.
Larry Oxenham is one of the top asset protection experts in America. He is the Senior Advisor with the American Society of Asset Protection and Aircraft Owners & Pilots Association. He has written 3 books and contributed to several others that assist people to properly structure and protect their assets.
By the end of this session you will know who to act on the following:
1. Protect 100% of your assets from lawsuits. You will learn how to make yourself so unattractive to a plaintiff attorney that they will never pursue a lawsuit against you.
2. Save thousands of dollars each year in taxes. You will learn five tax reduction strategies most people fail to utilize, which could save you more than $10,000 each year in taxes.
3. Avoid probate and eliminate all estate taxes. You will be taken through a checklist of items that are important to every estate and business succession plan. You will learn what you should be doing now to prepare for successful business and estate succession.
Agency Journey Mapping and Perpetuation Planning — 4 CE OR, ID | 3 WA
Al Diamond does this session. It shows attendees how valuations are properly done, how to identify, train and implement agency Internal Perpetuators and how to merge or sell their agencies to maximize value and client effectiveness is the perfect compliment to keep your agency strong and truly independent.
Diamond is the president of the Agency Consulting Group and as a consultant for over 35 years, Al has spent over 45 years in the insurance industry working for both stock (agency represented) and direct writing insurance companies, agencies and as an independent businessman.
Diamond’s company is a national consulting firm for insurance agencies since 1985. He is the author of THE PIPELINE, a national newsletter for insurance agency principals and insurance industry executives. THE PIPELINE is distributed to agents, associations, and carriers throughout the United States.
The Good, The Bad and the Ugly Side of Insurance: Oregon Law — 3 CE OR
Karla Martinez is an Education and Outreach Coordinator with the Division of Financial Regulation. She has been with the Division for the last 9 years previously working in Consumer Advocacy as a Compliance Officer. Karla was a licensed insurance producer for a one of the largest insurance companies in the industry and has over 19 years of insurance expertise. Karla is a participant of the North American Securities Administrators Association where she attends their annual Investor Education Conference and currently serves on their Special Project Committee for Cybersecurity. Karla is also a certified educator through Financial Beginnings.
This Class will introduce you to the Division of Financial Regulation A.K.A Insurance Commissioner's office. We will discuss the integrated parts of the division and how each section works. We will also walk through the complaint process and how advocacy functions. We will go over laws that govern the insurance marketplace. We will go over some agent office practices " The Good, The Bad and The Ugly".
E&O Case Studies, Huge Losses and Navigating Social Media — 3 CE OR, ID WA
Corey Wilkins is teaching will be instructing 2 courses at the conference. This is the first.
He has a knack for bringing his topics to life. This session will examine producer and staff activities of agency exposure areas and how customer and product selection are related to the potential legal impact upon the agency. He’ll provide methods to reduce the risk of Errors and Omissions exposure will be and identify characteristics of Errors and Omissions policies and the impact of Errors and Omissions claims payment will be discussed.
Do I need Long Term Care Insurance? Really? — 3 CE OR, ID, WA
This is Corey Wilkins’ second class. No one wants to talk about hard subjects like Long Term Care. If you are an agent that sells it or just need a better understanding of what it all entails no matter your age. Learn the intricacies of the underwriting process, affordability, coverage options, designing a policy, selecting ancillary options, considering available forms/endorsements, and case studies with Medicare/Medicaid subsidy possibilities will be discussed.
Wilkins is Owner and President of Corey Wilkins Insurance & Financial Services, Inc. A State Farm agency in Tacoma, WA. Corey attended the University of Washington and Seattle Pacific University. He started his career with Safeco and Kemper Auto & Home Group as Marketing Manager in 3 Western states. Along with running his own agency, Corey is a CISR instructor of The National Alliance and has over 30 years of experience in the industry.
Walk Like An Underwriter: Underwriting 101 — 2 CE OR
Kim Turner and Pat Morrill do parts I and II of the standard Workers Compensation policy and introduce some common endorsements. The course begins with the development of standard premium and identify common loss calculations and concludes with the three elements of exposure analysis (operations, hazards, controls).
Kim Turner is SAIF’s marketing advisor & agency marketing specialist. She has built her career in the insurance industry over the past 30 years, including tenure with a few of SAIF’s large agency partners (KPD, Alliance, and Propel). She currently holds the CPCU, ARM, CIC, and AFIS professional designations.
Pat Morrill is SAIF’s agency and group program coordinator representing SAIF-appointed agents in the eastern and northern part of our state and 21 of SAIF’s group association partners. She holds the CPCU and AIC professional designations and has been in the workers compensation industry in various roles for 39 years.
Click here to see the schedule and learn more.
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