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Tuesday, January 14, 2020

4:00 p.m. 
Registration Opens

5:30 - 7:15 p.m. 
Welcome Reception

7:15 - 8:45 p.m.
Dutch Dinner Meetups
(Information will be sent to all registrants)

Diversity Council Carrier Dinners
(Exclusively for Agents)


Wednesday, January 15, 2020


6:30 a.m. 

Registration Opens


7:00 - 8:00 a.m. 

Networking Breakfast

8:00 - 9:30 a.m.

Opening General Session

Building a Culture of Diversity and Inclusion
Keynote, Stephanie Piimauna


9:40 - 10:40 a.m.

First Breakout Sessions

1) Leveraging the 5 Generations in the Workplace

2) Are You Plugged In? Engaging Multicultural Networks

3) Tech Your Agency: Key Tools to Increase Productivity

4) Succession Planning: Kickstart Your Next Steps


10:50 - 11:50 a.m.

Second Breakout Sessions

1) Marketing Made Simple for Inclusive Sales

2) Attracting and Retaining Diverse Talent*

3) Insuretech 101: The Lastest In Insurance Technology

4) Women Who Lead Remarkably*
*Indicates repeated breakout session


12 noon - 2:00 p.m. 

Lunch General Session

The Next America: The Business Case for Diversity and Inclusion
Keynote, Paul Taylor

Also featuring Next in Line Gen Z Panel


2:10 - 3:10 p.m.

Third Breakout Sessions 

1) The Buying Power of Multicultural Markets

2) Attracting and Retaining Diverse Talent* 

3) Avoiding Employment Practices Liability Landmines
4) Women Who Lead Remarkably*

*Indicates repeated breakout session


3:20 - 5:15 p.m.

Closing General Session

I N C L U S I V I T Y: The Key to Taking Your Agency to the Next Level 
Keynote, Amber Cabral

 Also featuring Carrier Insights: Exploring Industry Diversity Equity and Inclusion



5:15 - 7:15 p.m.

Summit Celebration and Exhibit Hall 


7:15 - 8:45 p.m. 

Post-Conference Dutch Dinner Meetups 



Thursday, January 16, 2020

9:30 a.m. - 12 noon  

Special Session for Association Leaders

Continuing the Conversation, 

Taking D&I to the Next Level Within Your Association



Building a Culture of Diversity and Inclusion 
Opening Keynote, Stephanie Piimauna

Recognized by Forbes Magazine as one of the World's Best Employers, MGM Resorts International began their focused approach on diversity and inclusion initiatives in 2000. Their Diversity & Inclusion has been long but fruitful. During this session Stephanie Piimuana, MGM Resorts Internationals Executive Director, will provide key insights through the telling of the MGM Resorts D&I story. You will leave energized, inspired, and committed to diversity & inclusion as a renewed business focus resulting in a culture of growth, development, retention, and engagement. This session will help you connect the head (business acumen) and heart (passion and meaning) of your diversity and Inclusion strategy. 
The Next America: The Business Case for Diversity and Inclusion
Lunch Keynote, Paul Taylor

Paul Taylor, Former Executive Vice President for Pew Research and Author of Bestseller Next America: Boomers, Millennials will discuss how consumer-facing brands have become social justice warriors in the past few years. Attendees will be shown a series of recent ad campaigns from fortune 500 companies that will challenge your thinking and expand your horizons. We will also breakdown and analyze current demographic data and attitudinal surveys to see how the country is changing and why and how we as agents and brands should want to identify our own brands with the current & upcoming changes.
I N C L U S I V I T Y : Your Key to Taking Your Agency to the Next Level
Closing Keynote, Amber Cabral

We've discussed the "what", and the "so what", but now what? Fortune 500 diversity strategist, Amber Cabral, will lead us on tactics, tools, and strategies that will help in moving your agency forward, no matter where you are on the journey of inclusion and diversity.  Inclusion and diversity starts with YOU! Get ready to shift your mindset and raise your own awareness to some of your unconscious biases so we can together implement some easy solutions to better navigate the world of inclusivity!
Taking D&I to the Next Level Within Your Association
Post-Conference Session for Association Leaders

During this special post-conference session, association leaders will have an opportunity to share ideas gathered from the Level Up Agent Summit. Dr. Leroy Nunery will also facilitate an interactive session on how the association can make the best business cases for its diversity and inclusion initiatives. Lastly, there will be an open discussion with leaders from the Big "I" Diversity Council and key multicultural affinity group leaders on collaborative efforts to promote membership growth and retention. Key session questions: What does success look like? What will it take to get there? How can the Big "I" Diversity Council help?




Are You Plugged In? Engaging Multicultural Networks  

Networking, the power tool we use daily. As the saying goes it'' not what you know, but who you know. During this session, you will get to know a few key multicultural industry groups and the value they can bring to your agency. Featured in this session are leaders from the Chinese American Insurance Association, the National African American Insurance Association and the Latin American Association of Insurance Agencies. 

 

Attracting and Retaining Diverse Talent

McKinsey Global Institute reports both ethnically and gender diverse companies are more likely to outperform their competitors.  Identifying as a diverse and inclusive workplace is becoming a more desirable goal for business leaders across the country; however, getting started presents its own challenges. During this session we will explore what it takes to both build and sustain diverse teams within your agency with consideration of race, ethnicity, age, gender, sexual orientation and more.

  

Avoiding Employment Practices Liability Landmines

Regardless of how likable you or your agency is, the risk of being sued by an employee is very real. Did you know your agency is 3x more likely to be sued than to experience a fire? While retaliation is the top reason most employees sue, race, sex, disability and age follow closely behind. During this session, we will explore the most common EPLI claims and simple steps you can take to protect you, your agency and your clients.  

  

Insuretech 101: The Latest in Insurance Technology 

As carriers look for best-match agencies, one thing is for certain insuretech will continue to play an increasingly important role within our distribution channel, but what is it exactly? This session will breakdown the fundamentals of insuretechs and what aspects of these emerging insurance technologies will provide the most opportunities for independent agents. 

 

Kickstart Your Succession Planning

Perpetuation planning is a necessary practice all agencies should have in place regardless of size or years in operation but how do you know you are adequately preparing. During this session you will learn key measures you should have in place whether looking to transition your agency soon or protect its viability in the event of an unforeseen circumstance. You will also have a chance to hear from a few agents on their journey in either buying or selling their agency. 

 

Leveraging the 5 Generations in the Workplace  

For the first time in modern history there are five distinct generations working side by side and as a result, generational differences have never been wider. In order for a company and its people to be poised for long-term success and sustainable growth, there must be a healthy workplace culture and leadership that recognizes a multi-generational workforce as its greatest asset. In this session you will learn tips and strategies to bridge the generational divide within your workplace, resulting in increased productivity and employee retention. 


Marketing Made Simple for Inclusive Sales

It's been said that good marketers see consumers as complete human beings with all the dimensions real people have. However, the ubiquitous use of demographics in marketing fails to accurately describe "real people." Of course, that's why savvy marketers focus on psychographics because they paint a more vivid picture of who are. However, the truth is, psychographics are only a byproduct of something far greater. In this session, we will explore a more accurate way to represent potential customers which also provides a strong predictor of what they are likely to do - no doubt a critical benefit for the marketing function.

Tech Your Agency: Key Tools to Increase Productivity   

Technology continues to change at an ever-increasing speed. The latest and greatest tech tool of today will be replaced by something even greater tomorrow. In this session you will learn from a few agents in the "tech-know" what they have found to be the coolest agency tool to enhance productivity. 

 

The Buying Power of Multicultural Markets  

This session will illustrate the opportunity provided to agents by underserved multicultural markets. Learn about the changing marketplace and the first steps they can take to leverage this opportunity. We will take a deep into the following questions: What is the opportunity? Where do I start? How do I execute? Get ready to push your book of business forward in these explosive growth markets!

  

Women Who Lead Remarkably  

This session will unpack self and environmentally imposed obstacles women continue to face and provide the best how to advise from women throughout history and a few remarkable industry leaders featured in this session. Required to check your man card at the door?  No way!  While this session is designed for women, we encourage men to also attend as everyone can benefit from the leadership lessons and concepts that will be discussed.    

 

Additional Featured Sessions

Exploring Industry Diversity, Equity and Inclusion 

The Big I Diversity Council came into inception in 2003 and has continued to blossom largely due to the support of industry carriers. During this session, we will walk through a few leading carriers' journey across diversity and inclusion and learn what got them started along with how it has impacted their organizations today. We will also learn about current initiatives industry leaders are working on in the diversity and inclusion space. 
Featured during closing general session.

Next in Line, Gen Z  

Now that we have a firmer grasp on the Millennial generation, it's time to shift our focus to Gen Z! Rather they are your next customer or next employee, get to know who they are and what they value. This panel of future insurance professionals will broaden your understanding of Gen Z, slated to be the fastest-growing generation in both the workplace and marketplace.
Featured during lunch general session.


Continuing the Conversation,
Taking D&I to the Next Level Within Your Association

During this special post-conference session, association leaders will have an opportunity to share ideas gathered from the Level Up Agent Summit. Dr. Leroy Nunery will also facilitate an interactive session on how the association can make the best business cases for its diversity and inclusion initiatives. Lastly, there will be an open discussion with leaders from the Big "I" Diversity Council and key multicultural affinity group leaders on collaborative efforts to promote membership growth and retention. Key session questions: What does success look like? What will it take to get there? How can the Big "I" Diversity Council help?
Post-Conference Session Exclusively for Association Leaders 
Thursday Morning 9:30am to noon (Must RSVP)


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​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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