This registration page may not work well in Internet Explorer. Please use a different browser to complete your registration.

(HYBRID) Blueprint for Success: Crafting Your Agency Ownership Journey-- Perpetuation Workshop (Future Agency Owners)

January 24, 2024 1:00 PM - 5:00 PM (CST)

Description

Purpose: To educate, equip and empower the next generation of agency owners through the insights of seasoned legal, funding, planning, and leadership development professionals.

Session Title: Blueprint for Success: Crafting Your Agency Ownership Journey


Approved for 4 hours of General CE in OKLAHOMA for P&C Licenses.  


Session Description:

Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and opportunities of agency ownership, including the strategic, legal, financial, and personnel facets. Discover the essential components of effective perpetuation planning and the nuances of agency valuation. Engage with seasoned professionals who will offer insights into leadership transitions and the paths to successful ownership. Chart your course, learn from the best, and unlock the potential to transform your ambition into a flourishing agency legacy.


Speakers:

  • Dave Tralka - InsurBanc:  financial funding 
  • Carey Wallace - Agency-Focus:  perpetuation planning and valuations
  • Trevor Henson & Adam Marshall - Barrow & Grimm:  legal aspects of agency transition
  • Sara Bradshaw Ray - BIGiOK:  workshop facilitator and leadership focus

Registration Closes: Registration closes at 5pm CST on January 22nd.

Location

HYBRID

If joining us in person, our address is:

Independent Insurance Agents of Oklahoma- 9417 N Kelley Ave, Oklahoma City, OK 73131

If joining us online, you will receive a personalized link to GoToWebinar prior to the class. 

Pricing

  • Cancellations made 45 days or more in advance of the event date will receive 100% refund.
  • Cancellations made within 30-44 days of the event, will receive a 50% refund.
  • Cancellations made 8-14 days prior to the event, will receive a 25% refund.
  • Cancellations made within 7 days of the event are non-refundable.
    • Event cancellation policies are subject to change- Please reach out to us if you need to change your registration.
View Event

Contact Information

Name: Sara Bradshaw Ray
Phone: (405) 880-2920
Email: Sara@bigiok.com
We're sorry. No registrations are currently available. You may wish to contact the event organizer for assistance.
{{ vm.EventInfo.ErrorMessage }}

Select Registration Options

Edit
{{vm.regWarningMessage}}
{{vm.regAlertMessage}}

Exhibitor Opportunities

Name Price Att Qty
{{ et.Name }}
{{ et.IncludedAttendeesCount }} {{ et.AttendeeRegType.RemainingPerType }} Remaining {{ et.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ et.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ et.Remaining }} Remaining
 Sold out

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available
{{ vm.stats.totalAttendeesCount }} Registered , {{ vm.OverallOverAmount() }} on Waiting List , {{ vm.OverallOverAmount() }} Over Limit
Name Price Qty
{{ rt.Name }}
{{ rt.IsMemberOnly ? ' (Members Only)' : '' }}
Limit: {{ rt.LimitPerPurchase }}
Included Attendees: {{ rt.AttendeesCountPerOneRegistration }}
{{rt.Price | currency }} {{rt.PriceAfterDiscount | currency }} {{ rt.Price | currency }}
{{ rt.RemainingPerType }} Remaining
{{ rt.RemainingPerType * -1 }} on Waiting List
{{ rt.RemainingPerType * -1 }} Over Limit

{{'[[Sponsorship]] Opportunities' | localizeString:'['}}

Name Price Att Qty
{{ st.Name }}
{{ st.IncludedAttendeesCount }} {{ st.AttendeeRegType.RemainingPerType }} Remaining {{ st.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ st.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ st.Remaining }} Remaining
 Sold out
Continue

Registration Information

Edit

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Total: {{exhibitor.TotalPrice | currency}} {{ exhibitor.IsBenefit ? "- Included as a Benefit" : exhibitor.IsDiscounted ? "- Discounts have been applied" : ""}}
Exhibitor Directory
Primary Contact
Booth Information
Additional Information
Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Total: {{att.TotalPrice | currency}} {{att.DiscountMessage | localizeString:'['}}
A No Show fee is being assessed for {{fee.EventName}} on {{fee.EventStartLocalTimeString}}.
More Information Less information

Address

Phone

Additional Information
Event Sessions

{{slot.Name}}

{{$select.selected.SessionName}}
(full)
{{slot.SelectedSession.SessionDescription + (slot.HasFees ? " (Price: " + (slot.PriceTotal | currency) +")" : "")}}
Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Total: {{sponsor.Price | currency}}
Continue

Additional Items

Edit

{{(vm.EventInfo.Terms.Donation || "Fundraising") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description + (item.ShowMinimumPrice && item.MinimumPrice ? " (Min: " + item.MinimumPrice + ")" : "")}}
Continue

Complete Registration

Edit

Terms & Conditions

No Show Policy

{{ vm.EventInfo.EventSettings.NoShowPolicy }}

Enter Promo Code
This event is synced to a webinar so no confirmation email will be sent from GrowthZone.

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}