MAY 13

9:30 AM: PUTT FOR THE PAC GOLF TOURNAMENT (9:30 AM Registration, 10:00 AM Shotgun Start; Separate registration & fee)
1:00 – 6:00 PM: WELCOME DESK & REGISTRATION
2:00 – 4:00 PM: WORKSHOPS

• 2:00 – 2:50 PM: CONNECT & CONQUER: NETWORKING BOOTCAMP  |  Nancy Langton and Friends, New Level Partners
  Let’s face it: for most of us, networking isn’t easy. Starting a conversation, transitioning, or getting out can be a challenge, let alone getting out of the conversation what we need to. Don’t worry; you will have new skills (or a brush-up) after just this one session!
• 3:00 – 3:30 PM: WORKPLACE ETIQUETTE: THE 2024 RULES OF ENGAGEMENT  |  Nancy Langton and Friends, New Level Partners
  We’re in uncharted times. Some people are in the office, some out, some on video. How we engage with our team and customers has changed. And we may have become a little out of practice or less disciplined in our workplace and business etiquette. What are the rules of engagement today? What manners still matter? Give us 30 minutes, and we’ll get you up to speed and improving your personal brand.
• 3:00 – 4:00 PM: MASTERING AGENCY FINANCIALS – FIVE ESSENTIAL INSIGHTS   |  Don Polczynski, Jr, & Roe Polczynski, AgencyCFO
  Agency leaders and managers will learn the core financial insights needed for good financial management. 
  Including: Annual Budget and 3 Year Financial Plan, Financial and Operational Benchmarking, New Business and Client Retention Analysis, Carrier Contingency Revenue Forecast and Analysis, Accurate Book of Business Analysis, & Reagan Best Practices.

4:00 – 5:00 PM:  NEXTGEN YOUNG AGENTS SPEED NETWORKING

Join us for a NextGen favorite – speed networking! Anyone is welcome to attend, especially the 40ish and under crowd and anyone newer to the industry.
5:15 – 6:00 PM:  BIG I NEW YORK ANNUAL BUSINESS MEETING

Hear the state of the association from volunteer leaders and the swearing-in of the new Board of Directors.
6:00 – 8:00 PM:  INDUSTRY MARKETPLACE SNEAK PREVIEW PARTY 

This is ALWAYS fun. Join us for food, drinks, music, fun, and a sneak peek of our exhibit hall.

MAY 14  

7:30 – 9:00 AM: BAGELS & BOOTHS IN THE INDUSTRY MARKETPLACE

Fuel up with some bagels and enjoy the networking at the beginning of the day. Want a personal introduction to a solution provider or peer? No problem! Ask a team member. We’ll have a special badge.

9:00 – 10:45 AM: MORNING SESSION 

• WHERE WE ARE
• CHALLENGING CONVERSATIONS – Tools for Improving Emotional Intelligence & Navigating Conflict  |  Claudia St. John, The Workplace Advisors
  With the hard market infusing us with more stress, there has never been a more important time to hear what Claudia will share. Learn tips and a new perspective to help with teammates and customers.
• EXECUTIVE INSIGHTS PANEL – Luke Bills, President of Independent Agent Distribution for US Retail Markets at Liberty Mutual, Kristen Martin, President & Chief Operating Officer of Utica National, Benedikt Sander, President & CEO of Preferred Mutual; Invited: NYS DFS’s Adrienne Harris.
  What are these top execs seeing? What do they think will happen to the market? What keeps them up? What’s going right? What is in store for the IA channel? Hear what these top execs have to share from their vantage point.

11:00 AM – 12:30 PM: NETWORKING IN THE INDUSTRY MARKETPLACE

Best-in-class solution providers stand ready to solve your challenges!

12:30 – 2:00 PM: GO BIG LUNCHEON

Great food, great networking time and camaraderie, great insights, and…awards! This action-packed lunch will leave you reinvigorated and excited to go back to your agency and implement everything you’ve learned.

• NETWORKING WITH PEERS
• Session on AI & TECH for your agency today (Exciting session announcement coming soon!)
• SWEET SENDOFF: AWARDS CEREMONY & DESSERT