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New Orleans Marriott

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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?

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. 

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.