IA Valuations Webinar Package
- Registration Closed
Don't miss out on OIA's IA Valuation Series. With one click, you register for all of them. The best part? If you miss out, the replay will automatically be put in your dashboard to watch! To register, you'll have to log in. Don't know your log in information? Email learning@ohioinsuranceagents.com.
Here is the line up:
February 21 - Risk Factors in Your Agency Operations and Valuation
May 15 - 2024 Independent Agency M&A Trends and Predictions
June 12 - Agency Operations: The Essential Steps to Internal Perpetuation
August 28 - Minimizing the Risks of an Agency Acquisition
October 30 - Is Now the Right Time?
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Contains 2 Component(s) Includes a Live Web Event on 05/15/2024 at 12:00 PM (EDT)
1 Hour l CE: 1 l May 15 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.
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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.
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Contains 2 Component(s)
Minimizing the Risks of an Agency Acquisition - How to perform proper Due Diligence - August Webinar
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.
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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.
