Independent Insurance Agents of Virginia 2015 Hilton Virginia Beach Oceanfront Annual Convention & Exhibition June 21-23 Welcome aboard, Matey! Experiences await me hearties including great educational and networking opportunities, trade exhibits, gatherings and, of course, golf! Finding Treasures on the Open Seas 2015 Registration Our Mission: Independent Insurance Agents of Virginia is an organization devoted to promoting, enhancing, serving and assisting independent insurance agents.
CAP NS OF THE vessel Mary Eisenhart has spent 30 years in the insurance industry, both in independent agencies and with insurance carriers. She is the owner of Eisenhart Consulting Group, a consulting firm dedicated to helping insurance organizations become extraordinary. Bill Cundiff, Jr., CIC, AAI A 40 year veteran of the insurance industry, Bill focuses on developing training programs using integrated training methods based on job competency. He has managed independent agencies and owned a general insurance agency before beginning his own training and consulting firm in 1994. Annette Ardler, CPIW, DAE, AIAM Account Executive with Virginia Financial Services Corporation (a wholly owned subsidiary of IIAV) handling E&O, commercial umbrella, EPLI and cyber liability coverages. She has over 25 years of experience with professional liability insurance on both the company and agency sides. She is also an instructor with IIAV for E&O, Ethics and Laws & Regulations. Doug Palais, Esq. A seasoned trial lawyer and counselor with 35 years of experience. Doug concentrates his practice in Professional Liability; Errors & Omissions Defense of Insurance and Securities Professionals; Directors & Officers Liability Defense; Securities Litigation and Arbitration. Joe Hudgins, CPCU Technical Consultant for Independent Insurance Agents of Virginia. He has over 45 years of experience in the P&C insurance industry in Virginia. Mike Beavers, CPCU, CIC, CIE Chief of Investigations for the Virginia State Corporation Commission Bureau of Insurance. He has over 27 years of experience. Bob Bradshaw, Jr., MAM President & CEO of the Independent Insurance Agents of Virginia. Bob handles Legislative & Regulatory Affairs, as well as Industry Affairs.
SUNDAY, JUNE 21, 2015 10:00-6:00 Virginia Beach Boardwalk Art Show 12:00-5:00 Registration Desk Open Treasure map 2:00-4:00 2015 Laws & Regs; Joe Hudgins, CPCU This course is a behind the scenes look at the 2015 Session of the Virginia General Assembly. 5:00-8:00 Dinner on your own 8:00-10:00 Welcome Dessert Reception MONDAY, JUNE 22, 2015 7:00-5:00 Registration Desk Open 7:45-8:30 Breakfast Buffet 8:30-9:00 Welcome & Announcements 9:15-11:15 Setting Sail for Buried Treasure - The Art of Strategic Plan Execution; Mary Eisenhart Mary Eisenhart s last visit focused on creating a strategy - charting a course for a successful journey to find that all-too-rare buried treasure - a well-run agency. The adventure continues with a focus on execution. What storms might you encounter along the way? How do you avoid running aground, the doldrums, or just plain sinking? During this seminar Mary provides straightforward and proven methods for maintaining focus with an eye on the prize - making certain you have a solid plan in place and executing it successfully. 11:30-1:00 Pizza Luncheon hosted by the Young Agents Committee 1:00-3:00 21 st Century Insurance Challenges; Bill Cundiff, Jr., CIC, AAI An overview of the challenging issues confronting independent insurance agents and brokers. This course will focus on property issues, cyber risk, workers compensation, social media, autonomous vehicles, fracking and the current role of agency and producers. 3:00-6:30 Exhibition Avast and Ahoy (with hors d oeuvres and beverages) 5:00-9:00 Dinner on your own 9:00-12:00 Fun Networking Game Night with Beverages TUESDAY, JUNE 23, 2015 7:00-5:00 Registration Desk Open 7:45-8:30 Breakfast Buffet 8:30-12:00 Golf Outing at Virginia Beach National Golf Club (Continental Breakfast and lunch provided) 9:00-11:00 Ship Wrecks from the E&O Battlefield; Annette Ardler, CPIW, DAE, AIAM and Doug Palais, Esq. One in seven insurance agencies will report a potential E&O claim. This course will review a sampling of E&O claims we see in Virginia and provide practical tips on how to avoid them. Case studies and claim statistics will be utilized to help attendees better understand the E&O environment. 1:30-3:30 Common Mistakes Found During Agent Investigations; Mike Beavers, CPCU, CIC, CIE; Joe Hudgins, CPCU and Bob Bradshaw, Jr., MAM Ever wondered what most agents get in trouble for with the Bureau of Insurance? Well in this 2-hour course you will get to hear about what is causing agents to be on the wrong side of the law. 6:30-10:30 Reception, Annual Meeting and Awards Banquet with Entertainment from The Janitors For Registration questions, contact Terri Chester, TChester@IIAV.com, 804-747-9300 For Exhibit & Sponsorship opportunities, contact Tracie Grady, ACinfo@IIAV.com, 804-249-2244 Independent Insurance Agents of VA, 8600 Mayland Dr., Richmond, VA 23294
2015 Annual Convention & Exhibition Sponsors Diamond As of 3/24/2015 Gold Platinum Silver REGISTRATION Full registration includes: All educational sessions Three receptions Breakfast on Monday and Tuesday; Pizza Lunch on Monday and Banquet on Tuesday Exhibition A la carte registration is also available. To receive the discounted rate, register and pay by May 1 using the enclosed registration form or online at www.iiav.com/ac. Mail registration to: IIAV, 8600 Mayland Dr., Richmond, VA 23294 RECREATION Visit www.visitvirginiabeach.com to learn more about the Virginia Beach area. Bronze ACCOMMODATIONS GOLF OUTING Hilton Virginia Beach Oceanfront 3001 Atlantic Avenue Virginia Beach, VA 23451 Enjoy a round of golf at the Virginia Beach National Golf Club on Tuesday, continental breakfast and lunch will be provided. Deadline for room reservations is Transportation on own. Be sure to Friday, May 29, 2015. After this secure your place in the outing by deadline, rooms are available on a submitting the additional fees with space and rate available basis. your convention registration. Prizes All reservations must be made online will be awarded at the Reception, Annual Meeting and Awards at, http://tinyurl.com/15hiltonvb or by Banquet on Tuesday. phone at 757-213-3000. Use group code: IAV SPECIAL EVENTS DRESS CODE Be comfortable! All convention sessions are casual. Some restaurants may have a special dress code; please inquire when making reservations. Tuesday evening s Reception, Annual Meeting and Awards Banquet is business casual. Finding Treasures on the Open Seas Join ye hearties at the Welcome Reception on Sunday Evening. Monday includes a relaxed and bountiful Exhibition. There is a bounty for the best pirate swag. To close out the convention, enjoy music from The Janitors after the Tuesday evening Reception, Annual Meeting and Awards Banquet. June 21-23, 2015 Hilton Virginia Beach Oceanfront 3001 Atlantic Avenue Virginia Beach, VA 23451
2015 Annual Convention & Exhibition ATTENDEE INFORMATION (please print) FULL Registration Register online at www.iiav.com/ac or email/fax/mail to address below. Name Designation(s) PAYMENT (please print) Badge Name St. License # or NP # Check to IIAV Position in Agency (check one) Principal, Producer, Office Manager, CSR Agency/Company Name Business Address M/C Visa Discover Amex CC# Exp. Date City/State/Zip Security Code Office Phone Cell Phone Billing Street Address: E-mail Spouse/Guest Badge Name Billing Zip Child s Badge Name Meal * A / Child Total $ Child s Badge Name Meal * A / Child Name on Card Please list any special needs, meals, etc. REGISTRATION (please check where appropriate) Signature Full Registration (Agent, Company or Exhibitor) $325 $400 $425 $500 Spouse/Guest (Not a Licensed Agent) $195 $270 $210 $300 Young Agent (Under age 41) $195 $270 $210 $300 First Time Agent Attendee $250 $325 $300 $375 Additional Attendees w/same Agency/Company/Exhibitor $195 $270 $210 $300 *CHILDREN under 18, additional each for meals $60 includes adult meals $40 includes child meals Sunday CE Session: 2015 Laws & Regs... How many will be attending? Sunday Welcome Dessert Reception... How many will be attending? Monday Breakfast Buffet & Keynote: Setting Sail for Buried Treasure - The Art of Strategic Plan Execution... How many will be attending? Monday Pizza Luncheon hosted by the Young Agents Committee... How many will be attending? Monday CE Session: 21st Century Insurance Challenges... How many will be attending? Monday Exhibition Avast and Ahoy (with hors d oeuvres and beverages)... How many will be attending? Monday Fun Networking Game Night with Beverages... How many will be attending? Tuesday Breakfast Buffet... How many will be attending? Tuesday a.m. Session: Ship Wrecks from the E&O Battlefield... How many will be attending? Tuesday p.m. CE Session: Common Mistakes Found During Agent Investigations... How many will be attending? Tuesday Reception, Annual Meeting and Awards Banquet with Entertainment... How many will be attending? GOLF OUTING (Not included in registration fee.) Tuesday, 8:30 a.m. - 12:00 p.m. (Includes Continental Breakfast and Lunch) Golf Outing Hdcp $75 $85 $85 $95 Guest Name if different Hdcp $75 $85 $85 $95 Mail registration form with payment to: IIAV, 8600 Mayland Drive, Richmond, Virginia 23294 Email registration to TChester@IIAV.com or Fax to 804-747-6557 CANCELLATION POLICY: No refunds will be made after May 16, 2015; however, substitutions are accepted at any time. Any refunds for cancellations made prior to May 16, 2015 will be charged a $25.00 processing fee. No refunds will be issued for no-shows.
2015 Annual Convention & Exhibition A LA CARTE Registration ATTENDEE INFORMATION (please print) Register online at www.iiav.com/ac or email/fax/mail to address below. Name Designation(s) PAYMENT (please print) Badge Name St. License # or NP # Check to IIAV Position in Agency (check one) Principal, Producer, Office Manager, CSR Agency/Company Name Business Address M/C Visa Discover Amex CC# Exp. Date City/State/Zip Security Code Office Phone Cell Phone Billing Street Address: E-mail Spouse/Guest Badge Name Billing Zip Child s Badge Name Age Meal * A / Child Total $ Child s Badge Name Age Meal * A / Child Name on Card Please list any special needs, meals, etc. REGISTRATION (please check where appropriate) Signature Sunday CE Session: 2015 Laws & Regs... $30 $40 $40 $50 Sunday Welcome Dessert Reception... $55 $65 $65 $75 Monday Breakfast Buffet & Keynote: Setting Sail for Buried Treasure - The Art of Strategic Plan Execution... $60 $70 $70 $80 Monday Pizza Luncheon hosted by the Young Agents Committee... $25 $25 $25 $25 Monday CE Session: 21st Century Insurance Challenges... $50 $60 $60 $70 Monday Exhibition Avast and Ahoy (with hors d oeuvres and beverages)... $50 $60 $60 $70 Monday Fun Networking Game Night with Beverages... $50 $60 $60 $70 Tuesday Breakfast Buffet... $30 $40 $40 $50 Tuesday a.m. Session: Ship Wrecks from the E&O Battlefield... $50 $60 $60 $70 Tuesday p.m. CE Session: Common Mistakes Found During Agent Investigations... $50 $60 $60 $70 Tuesday Reception, Annual Meeting and Awards Banquet with Entertainment... $80 $90 $90 $100 * CHILDREN under 18, additional each for meals $60 includes adult meal $40 includes child meal GOLF OUTING (Not included in registration fee.) Tuesday, 8:30 a.m. - 12:00 p.m. (Includes Continental Breakfast and Lunch) Golf Outing Hdcp $75 $85 $85 $95 Guest Name if different Hdcp $75 $85 $85 $95 Mail registration form with payment to: IIAV, 8600 Mayland Drive, Richmond, Virginia 23294 Email registration to TChester@IIAV.com or Fax to 804-747-6557 CANCELLATION POLICY: No refunds will be made after May 16, 2015; however, substitutions are accepted at any time. Any refunds for cancellations made prior to May 16, 2015 will be charged a $25.00 processing fee. No refunds will be issued for no-shows.