2024 Webinar Wednesday Series
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2024 Webinar Wednesday Series

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When you register for the Webinar Wednesday Series bundle, you will automatically be registered for the entire series of webinars.  

- Never Miss a Webinar
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- Free for OIA Members

 

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  • Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 06/05/2024 at 12:00 PM (EDT)

    1 Hour l CE: 1 l July 5 l 12:00 PM EST

    This will be a fun and interactive virtual course that will test the knowledge of participants on E&O scenarios. We will review 3 different scenarios, the risk factors of each one and how they could have been prevented. Even better: they are real life scenarios where we can share the outcomes!

    Ashley Fitzsimmons

    Director of Professional Development

    Ohio Insurance Agents

    A millennial in a risky business affectionally referred to as The Beyoncé of Insurance – it’s no secret that Ashley Fitzsimmons is an insurance nerd with a passion for this industry. She’s been in your shoes. After nearly a decade as the fourth generation in an independent agency near Scranton, PA, she’s taken a little detour to join the team at Ohio Insurance Agents in Columbus. Her love for her clients helped secure the 2018 National CSR of the Year award. She was even able to turn her misadventures in online dating into writing policies. In traveling to different events and meeting hundreds of agents, she realized she can make an even bigger impact by helping independent agents thrive all over the country. Connect with her. Use her as a resource. Or just have a martini with her – whatever it is, she’s here to help!

    Ashley Riley API, PLCS

    Director of Risk Management

    Ohio Insurance Agents Association, Inc.

    Experienced Senior Analyst with a demonstrated history of working in the insurance industry. Skilled in Property & Casualty Insurance, Liability, Insurance, and General Insurance. Completed requirements for P&C License. Strong research professional with a B.S. Business Administration, Risk Management & Insurance focused in Risk Management from The Ohio State University - The Max M. Fisher College of Business.

  • Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 07/31/2024 at 12:00 PM (EDT)

    1 Hour l CE: 1 l July 31 l 12:00 PM EST

    The goal of this course is to provide an overview of the state of the independent insurance industry and how independent agencies will be impacted by the market, economy, and M&A environment. The course will also dig into what goes into agency value as well as buyer expectations and the reality of what agencies are worth. Attendees will also be challenged to explore potential options for the path forward that is right for their business as an agency owner.

    Educational Objectives:

    • Identify Market Trends and what impact they may have on the agency’s business
    • Understand historic and recent M&A deal activity and how the current environment impacts internal vs. external options
    • Explore various aspects of agency valuation and how to have a positive impact on your agency’s value
    • Discuss Internal Perpetuation, Merger/Acquisition and other options to prepare for the agency’s future

    Jared Roy

    Business Development Leader

    Keystone Agency Partners

    Insurance Agency Value Creator - For the last 14 years I have worked with Independent Insurance Agency Owners to help them answer four questions: Where are you today? Where are you taking the firm? How will you get there? What roadblocks or obstacles stand in your way? Through this consultative approach I collaborate with current and future Platform Partners on how to best be a resource through business development and mergers and acquisitions.

    I am a seasoned professional in the insurance industry, currently serving as Vice President of Business Development. A graduate of the University of Akron, I am equipped with the knowledge and advanced skills necessary to excel in the insurance industry. Previous roles helped to hone my expertise as a Senior Consultant and MarshBerry where I demonstrated exceptional insight and strategic thinking in advising clients.
    Throughout my career, I have been recognized for my ability to navigate the complexities of the insurance industry and identify opportunities for growth and innovation. 

    I am a dedicated professional that strives for continuous learning and staying abreast of industry trends. With a strong foundation in business development and a passion for creating value for clients, I have established myself as a trusted leader in the insurance sector.

  • Product not yet rated Contains 2 Component(s)

    1 Hours l CE: 1 l October 30 l 12:00 PM EST

    Please join us for this Webinar Wednesday to learn more about what agent owners will understand and what to consider as they ponder transitioning their clients and agency to new ownership. Agent's will discover how to prepare and move forward.

    They will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients and carrier partners. 

    Please note that if you are outside of Ohio, this course does not provide CE credit.

    Jeff Smith

    Chief Executive Officer

    Ohio Insurance Agents Association

    Chief Executive Officer for Ohio Insurance Agents Association (OIA), a statewide association that is the leading advocate for insurance consumers, independent agents, IA carriers and a competitive insurance marketplace. OIA represents 1,400 independent insurance agencies and 12,000 insurance agents who are responsible for fulfilling 82 percent of the commercial insurance and 44 percent of the personal insurance and risk management needs of Ohio's businesses and citizens.

  • Contains 2 Component(s)

    1 Hours l CE: 1 l August 28 l 12:00 PM EST

    Please join us for this Webinar Wednesday to learn more about what agent owners will understand and what to consider as they ponder transitioning their clients and agency to new ownership. Agent's will discover how to prepare and move forward.

    Agents will learn how to minimize the risks of an agency acquisition. This includes learning about the due diligence process, identifying risks and assessing an agency acquisition. Agents will also understand to review employment agreements, restrictive covenants, E&O and EPLI/HR risks. Finally, agency acquirers will understand how to mesh cultures, incentivize the merging producers and staff and maximize the success of an acquisition.

    Please note that if you are outside of Ohio, this course does not provide CE credit.

    Jeff Smith

    Chief Executive Officer

    Ohio Insurance Agents Association

    Chief Executive Officer for Ohio Insurance Agents Association (OIA), a statewide association that is the leading advocate for insurance consumers, independent agents, IA carriers and a competitive insurance marketplace. OIA represents 1,400 independent insurance agencies and 12,000 insurance agents who are responsible for fulfilling 82 percent of the commercial insurance and 44 percent of the personal insurance and risk management needs of Ohio's businesses and citizens.

  • Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 06/12/2024 at 12:00 PM (EDT)

    1 Hour l CE: 1 l June 12 l 12:00 PM EST

    Please join us for this Webinar Wednesday to learn more about what agent owners will understand and what to consider as they ponder transitioning their clients and agency to new ownership. Agent's will discover how to prepare and move forward.

    Agents will understand what is happening in the agency M&A market in 2023. They will understand what lenders are experiencing in agency M&A and what impacts the broader economy is having on the IA system.

    Please note that if you are outside of Ohio, this course does not provide CE credit.

    Jeff Smith

    Chief Executive Officer

    Ohio Insurance Agents Association

    Chief Executive Officer for Ohio Insurance Agents Association (OIA), a statewide association that is the leading advocate for insurance consumers, independent agents, IA carriers and a competitive insurance marketplace. OIA represents 1,400 independent insurance agencies and 12,000 insurance agents who are responsible for fulfilling 82 percent of the commercial insurance and 44 percent of the personal insurance and risk management needs of Ohio's businesses and citizens.