2025 Webinar Wednesday Series
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- Member - Free!
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Advanced Search This List
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Contains 1 Component(s)
Includes a Live Web Event on 12/04/2025 at 12:00 PM (EST)
December 4th | 12pm to 1 pm | Not CE Approved
The hiring journey doesn’t end with an accepted offer. It’s just beginning. Join Ideal Traits and OIA as we explore how to set your new hires up for long-term success through strategic onboarding, clear communication, and thoughtful compensation planning.
You’ll learn how to:
● Build competitive compensation structures that attract and retain high performers.
● Create onboarding experiences that boost confidence and productivity from day one.
● Maintain open, effective communication that keeps employees motivated and aligned.
● Foster a positive agency culture that drives engagement and reduces turnover.
Whether you’re growing your team or refining your leadership approach, this session will help you strengthen your retention strategy and protect your investment in great people.
Join us to learn how strong onboarding and communication turn great hires into long-term success stories.
Nolan Duda
Partner & Sales Manager for IdealTraits Inc.
IdealTraits Inc
Partner & Sales Manager at IdealTraits Inc. leading a team of sales professional to help insurance agencies across the country with all of their staffing and recruiting needs
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Contains 1 Component(s)
Includes a Live Web Event on 11/13/2025 at 12:00 PM (EST)
November 13th | 12pm to 1pm | Not CE Approved
The interview stage is where good candidates become great hires. Join Ideal Traits and OIA as we break down the most effective ways to communicate with candidates, interpret assessments, and conduct interviews that reveal true potential.
You’ll learn how to:
● Use assessments to identify the best personality fit for your agency’s culture.
● Communicate effectively with candidates to keep them engaged and excited.
● Qualify and interview with confidence using proven question strategies.
Whether you’re refining your hiring process or looking to add more structure, this session will give you the tools and insight to make smarter, faster hiring decisions.
Join us to learn how to turn every interview into a hiring advantage.
Nolan Duda
Partner & Sales Manager for IdealTraits Inc.
IdealTraits Inc
Partner & Sales Manager at IdealTraits Inc. leading a team of sales professional to help insurance agencies across the country with all of their staffing and recruiting needs
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Contains 1 Component(s)
Includes a Live Web Event on 11/05/2025 at 12:00 PM (EST)
November 5th | 12pm to 1pm | 1 Credit
Agency Financials Made Simple: Build, Understand, and Optimize Your Bottom Line
Struggling to make sense of your agency’s numbers? You're not alone—and this webinar is here to help. In just one hour, you’ll gain a clear understanding of the key financial statements and metrics that drive agency success. Learn how to structure a strong back office, build your financial team, and implement smart systems that set your agency up for long-term profitability. Plus, we’ll break down the tax strategies and business structures agency owners need to know—from S-Corps to C-Corps—to maximize savings and minimize risk. Whether you're new to financials or ready to fine-tune your operations, this session will give you the tools and confidence to take control of your agency’s financial future.
Sutton Sabinash
Head of CFO Advisory
Club Capital
Having found a knack for accounting at age 16, Sutton became the CFO of a $100M+ manufacturing company before most people finish college at age 21. After leaving his role of CFO, Sutton started his own accounting and advisory firm, which he ran for close to a decade before exiting. Following a brief mini-retirement, Sutton came back into the world of accounting and advisory to do what he loves: help clients use their financial data to grow profitable businesses. Sutton has been with Club Capital for the past 18 months, and he is laser-focused on working with insurance agents.
Sutton holds a BS in Accounting and Business.
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Contains 1 Component(s)
Includes a Live Web Event on 10/29/2025 at 12:00 PM (EDT)
October 29th | 12pm to 1pm | 1 Credit
Is It Time to Transition Your Agency? The Questions You Need to Ask
Deciding when—and how—to transition your agency is one of the biggest decisions you’ll ever make. Join us for this essential webinar where we’ll break down the personal, financial, and operational factors that influence the right time to move on. From agency performance and team health to personal readiness and E&O risk, we’ll help you ask the right questions to protect both your clients and your legacy. You’ll also gain access to planning tools and resources to take the next steps—whatever they may be, confidently. Don’t miss this opportunity to prepare, protect, and plan your agency’s future with clarity.
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.
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Craig Niess
Director of Business Planning and Valuation at Ohio Insurance Agents Association, Inc.
Ohio Insurance Agents
Accomplished manager with an extensive background in finance, marketing, operations, strategy, project management, data analysis and consulting. Experienced in developing, branding, and launching new products. Extensive experience in managing multiple projects, leading teams, and driving revenue growth. Problem solver, able to leverage knowledge and experience from a broad range of industries and functional areas to bring unique perspectives and creative solutions to business problems.
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-
Contains 1 Component(s) Includes a Live Web Event on 12/04/2025 at 12:00 PM (EST)
December 4th | 12pm to 1 pm | Not CE Approved
The hiring journey doesn’t end with an accepted offer. It’s just beginning. Join Ideal Traits and OIA as we explore how to set your new hires up for long-term success through strategic onboarding, clear communication, and thoughtful compensation planning.
You’ll learn how to:
● Build competitive compensation structures that attract and retain high performers.
● Create onboarding experiences that boost confidence and productivity from day one.
● Maintain open, effective communication that keeps employees motivated and aligned.
● Foster a positive agency culture that drives engagement and reduces turnover.
Whether you’re growing your team or refining your leadership approach, this session will help you strengthen your retention strategy and protect your investment in great people.
Join us to learn how strong onboarding and communication turn great hires into long-term success stories.
$i++ ?>Nolan Duda
Partner & Sales Manager for IdealTraits Inc.
IdealTraits Inc
Partner & Sales Manager at IdealTraits Inc. leading a team of sales professional to help insurance agencies across the country with all of their staffing and recruiting needs
-
Contains 1 Component(s) Includes a Live Web Event on 11/13/2025 at 12:00 PM (EST)
November 13th | 12pm to 1pm | Not CE Approved
The interview stage is where good candidates become great hires. Join Ideal Traits and OIA as we break down the most effective ways to communicate with candidates, interpret assessments, and conduct interviews that reveal true potential.
You’ll learn how to:
● Use assessments to identify the best personality fit for your agency’s culture.
● Communicate effectively with candidates to keep them engaged and excited.
● Qualify and interview with confidence using proven question strategies.
Whether you’re refining your hiring process or looking to add more structure, this session will give you the tools and insight to make smarter, faster hiring decisions.
Join us to learn how to turn every interview into a hiring advantage.
$i++ ?>Nolan Duda
Partner & Sales Manager for IdealTraits Inc.
IdealTraits Inc
Partner & Sales Manager at IdealTraits Inc. leading a team of sales professional to help insurance agencies across the country with all of their staffing and recruiting needs
-
Contains 1 Component(s) Includes a Live Web Event on 11/05/2025 at 12:00 PM (EST)
November 5th | 12pm to 1pm | 1 Credit
Agency Financials Made Simple: Build, Understand, and Optimize Your Bottom Line
Struggling to make sense of your agency’s numbers? You're not alone—and this webinar is here to help. In just one hour, you’ll gain a clear understanding of the key financial statements and metrics that drive agency success. Learn how to structure a strong back office, build your financial team, and implement smart systems that set your agency up for long-term profitability. Plus, we’ll break down the tax strategies and business structures agency owners need to know—from S-Corps to C-Corps—to maximize savings and minimize risk. Whether you're new to financials or ready to fine-tune your operations, this session will give you the tools and confidence to take control of your agency’s financial future.
$i++ ?>
Sutton Sabinash
Head of CFO Advisory
Club Capital
Having found a knack for accounting at age 16, Sutton became the CFO of a $100M+ manufacturing company before most people finish college at age 21. After leaving his role of CFO, Sutton started his own accounting and advisory firm, which he ran for close to a decade before exiting. Following a brief mini-retirement, Sutton came back into the world of accounting and advisory to do what he loves: help clients use their financial data to grow profitable businesses. Sutton has been with Club Capital for the past 18 months, and he is laser-focused on working with insurance agents.
Sutton holds a BS in Accounting and Business.
-
Contains 1 Component(s) Includes a Live Web Event on 10/29/2025 at 12:00 PM (EDT)
October 29th | 12pm to 1pm | 1 Credit
Is It Time to Transition Your Agency? The Questions You Need to Ask
Deciding when—and how—to transition your agency is one of the biggest decisions you’ll ever make. Join us for this essential webinar where we’ll break down the personal, financial, and operational factors that influence the right time to move on. From agency performance and team health to personal readiness and E&O risk, we’ll help you ask the right questions to protect both your clients and your legacy. You’ll also gain access to planning tools and resources to take the next steps—whatever they may be, confidently. Don’t miss this opportunity to prepare, protect, and plan your agency’s future with clarity.
$i++ ?>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.
$i++ ?>Craig Niess
Director of Business Planning and Valuation at Ohio Insurance Agents Association, Inc.
Ohio Insurance Agents
Accomplished manager with an extensive background in finance, marketing, operations, strategy, project management, data analysis and consulting. Experienced in developing, branding, and launching new products. Extensive experience in managing multiple projects, leading teams, and driving revenue growth. Problem solver, able to leverage knowledge and experience from a broad range of industries and functional areas to bring unique perspectives and creative solutions to business problems.