Convention Schedule

Wednesday, June 17

8:30 a.m.FAIA Registration Desk Opens (closes at 6:00 p.m.) - City Hall Lobby

BREAKOUT SESSIONS

10:00 a.m.–12:00 p.m.

  • Micro-Credential Session 3: Homeowners, Section II Liability Coverages with FAIA Education Instructor Jeff Odom, AIP, AIAM, CCSR. FAIA first introduced the Micro-Credential courses at the 2025 Convention. The Homeowners Micro-Credential consists of five sessions that review the ISO Homeowners Policy, starting with the Insuring Agreement and ending with Section I and II Conditions. Session 3 will discuss Section II Liability. Once you complete all five sessions and pass a basic exam on the ISO Homeowner Policy, you will be awarded the Homeowners Micro-Designation.   (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • Artificial Intelligence and Virtual Assistants—Navigating Changing Agency Operations with FAIA Director of Professional Development Greg Thomas, MS-RMI, CPCU, CLU, FLMI, CPM, ASLI, AIC, ACS, and Director, Agent of the Future Advisors, Dale Steinke, Liberty Mutual Small Commercial, Safeco Insurance, and State Auto Insurance: As agencies seek to streamline operations and outsource non-sales activities, we will examine how artificial intelligence is making inroads into agency workflows, the areas where virtual assistants have already established a strong foothold, and the legal considerations that arise from these evolving practices. This class will not be repeated(This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • People Actually Do That? Insurance Disasters Lurking in Lesser-Known Rental Exposures with Kevin Amrhein, CIC, CBIA, Florida Insurance School—CE (FISCE). Are they savvy, greedy, desperate, or just really bored? Regardless, people (yes, that includes your insureds) are monetizing everything. This program isn’t about the usual suspects (think home or ridesharing). Rather, we’ll dive into many lesser known but growing rental endeavors your insureds are pursuing to create cash flow AND impending insurance disasters…all without telling you! We’ll talk personal property, real property for other than residential purposes, unique activities, and many other exposures that will have you, the agent, saying, “Wow that’s cool!” or “Who would do that?” or “Oh, good Lord, please help me.”  (This class has been approved for The Alliance update credit.)

    • ​Sponsorship Available
11:00 a.m.

Exhibitor Registration Desk Opens (closes 6:00 PM)—Exhibit Hall Lobby F

1:00–5:00 p.m.
  • Four-Hour P&C Update 2026 with FAIA Instructor Jeff Odom, AAI, AIP, AIAM, CCSR; Vice President & General Counsel Laura Pearce, Esq., AAI; Director of Government Affairs BG Murphy; and Director of Professional Development Greg Thomas. Every licensed P&C agent and customer representative must take this course during each two-year compliance period. Topics include recent legislation, ethics, insurance law and regulations, and wind mitigation. (This class has been approved for The Alliance update credit.)
    • ​Sponsored by GrayRobinson
1:00–4:00 p.m.
  • Flood Insurance: Beyond the Fundamentals with Lisa Sharrard, CFM, ANFI, CPM, Choice Flood Insurance.  

    For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays that role by identifying flood risks and providing insurance coverage. The NFIP was created by Congress in 1968 to reduce the socio-economic impact of flooding, as a response to the growing need for flood insurance. Over the years, the NFIP has grown and developed with the times. It has evolved to focus on increasing public awareness about flood risks and insurance coverage. By helping people understand their flood risk, the NFIP helps them make informed decisions about their coverage. The NFIP provides an essential service by offering flood insurance to all Americans. This is critically important in areas where private insurers are hesitant to provide coverage.

     

    This course not only meets FEMA’s minimum training and education requirements but goes beyond the minimum requirements by including useful information for agents to improve and better serve their clients. (This class has been approved for three hours of CE credits, CE #1135739, and The Alliance update credit.)
1:00–3:00 p.m.
  • Equipment Breakdown Insurance: Vital Protection for Homeowners and Commercial Businesses with Product Education Manager Beth Ducker, The Hartford Steam Boiler.

    The course covers vulnerable equipment found in commercial and personal properties, as well as the growing dependency on new technology. Through real-world examples and case studies, participants will learn to identify potential equipment hazards and understand the financial consequences of breakdowns. Key topics include common equipment breakdown scenarios, the financial impact of equipment failures, and the benefits and limitations of equipment breakdown insurance. By completing the course, you will be able to provide valuable guidance to clients, helping them protect against financial risks associated with equipment failures and promoting business continuity.  (This class has been approved for The Alliance update credit.)

    • ​​​Sponsorship Available

 

  • Managing E&O Risk in the Age of Artificial Intelligence with Continuous Improvement Director and Business Process & Automation Specialist Angela Ford, PMP, Independent Insurance Agents of Texas (IIAT). Artificial Intelligence (AI) is rapidly transforming insurance agency operations—but it also introduces new Errors & Omissions (E&O), cyber, regulatory, and contractual risks. This course provides insurance professionals with a structured framework for understanding AI use cases, identifying associated liability exposures, vetting AI vendors, reviewing contracts and insurance coverages, and implementing agency-level policies and procedures. Participants will gain practical tools to balance innovation with compliance and risk management while maintaining professional accountability.  (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available


  • Risk Management Best Practices for Insureds (Walking Tour Included) with AVP of Risk Management Scott Holt, Philadelphia Insurance Companies. Join Scott as he reviews Risk Management Best Practices for improving safe operations in commercial insureds. Key topics include commercial exposures for Property, Liability and Commercial Auto. Emphasis on practical risk control strategies and the partnership between insured, agent/broker, and carrier risk management professionals.  (This class has been approved for The Alliance update credit.) (Class is limited to 25 participants).
    • ​Sponsorship Available
2:00 p.m.Registration for YAC Golf Tournament Opens—Topgolf Orlando
2:00–5:00 p.m.YAC Golf Tournament—Topgolf Orlando
2:30–4:00 p.m.

Refreshment break 

3:00-4:00 p.m.
  • Key Considerations of Agency Perpetuations and Acquisitions with Vice President and Commercial Team Leader Keith Mangini, InsurBanc. When considering agency perpetuation and acquisitions, several key factors can significantly impact the success of the event. It’s important to focus on strategic alignment, planning, capital structures, and positioning your agency for success. This session is designed to explore the current state of the M&A market and teach agency owners and principals the key components of financial planning and preparation. Through select case studies, agency owners will learn possible financial structures and ways to access capital for growth. (NO CE)
  • FAIA 101: How to Maximize Your Membership with FAIA Vice President of Membership & Industry Relations Dave Newell and guests. This session provides an overview of the products, services, and resources included with your FAIA membership. Whether you’re a new member, a long-time member, or not yet a member, you’ll learn how to navigate the FAIA website, meet key FAIA team members, and explore the many tools designed to help your agency get the most from your membership. (NO CE)
7:00–8:00 p.m.

First-Time Attendee and New Member Welcome Reception (By Invitation Only) – Orange Blossom Ballroom

Hosted by the Pay It Forward Committee 

 

8:00–10:00 p.m.Young Agents Council Reception by invitation only Orange Blossom Ballroom

Thursday, June 18

7:00 a.m. FAIA Registration Desk Opens (closes at 5:30 p.m.) - City Hall Lobby
Exhibitor Registration Desk Opens (closes at 5:30 p.m.) - Exhibit Hall Lobby F

BREAKOUT SESSIONS

8:00 a.m.– 12:00 Noon

  • 2025 E&O: Time to Be Intentional with Assistant Lecturer Keith Jones, CPCU, CLU, ChFC, CASL, AAI, department of Risk Management and Insurance, Florida State University​:

    E&O 2025 provides insurance professionals with essential tools and insights to reduce risks and prevent Errors & Omissions claims. The course covers claims history, current trends, legal concepts, risk management strategies, and best practices for communication, documentation, and policy delivery. Participants will also engage with real-life case studies and explore actionable solutions to protect their agencies and enhance client trust.  (This class has been approved for four hours of CE credits, CE #132242, and The Alliance update credit.)
    This Errors & Omissions course is updated every two years. Individuals who completed this course in 2025 are not eligible to earn CE credit for this offering (Course ID 132242). The Swiss Re E&O loss control class credit is now valid for two policy terms. For questions on the Swiss Re E&O class credit, please reach out to the FAIA E&O Department.

    • ​​​Sponsored by Swiss Re

8:00 – 10:00 a.m.
  • Misery Awaits—Certificates of Insurance with Allen Messer, CIC, CPCU. How much time does your agency spend on issuing certificates of insurance and “dealing with” the “box checker”? Not only does misery await, but excitement and opportunity (E&O) are lurking and on the rise with the handling of these documents. Come listen to one old guy’s perspective on these issues. (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • Smooth Sailing: The Right Way to Insure Marine Risks with President Lori Sousa, CMIP, Sealand Insurance Corp.​ When clients transition from land-based operations to working on water or vessels, standard CGL and workers’ compensation policies are no longer sufficient. This course provides a solid foundation for properly insuring marine businesses. You’ll gain a clear understanding of marine coverages, learn what to look for in policies, and identify gaps that could leave businesses exposed. Many agents assume standard policies cover vessel work, creating a massive E&O risk. Take this class to build the expertise needed to confidently insure any business operating on recreational or commercial vessels.  (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • Managing E&O Risk in the Age of Artificial Intelligence with Continuous Improvement Director and Business Process & Automation Specialist Angela Ford, PMP, Independent Insurance Agents of Texas (IIAT).  [REPEAT] (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • Equipment Breakdown Insurance: Vital Protection for Homeowners and Commercial Businesses with Product Education Manager Beth Ducker, The Hartford Steam Boiler. [REPEAT] (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • Risk Management Best Practices for Insureds (Walking Tour Included) with AVP of Risk Management Scott Holt, Philadelphia Insurance Companies. (Class is limited to 25 participants) [REPEAT] (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
10:15 a.m. – 12:15 p.m.
  • Misery Awaits—Certificates of Insurance with Allen Messer, CIC, CPCU. [REPEAT](This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • Micro-Credential Session 1: Personal Auto, Introduction and Definitions with FAIA Education Instructor Jeff Odom, AIP, AIAM, CCSR. FAIA first introduced the Micro-Credential courses at the 2025 Convention. Each Micro-Credential consists of five sessions. This Micro-Designation reviews the ISO Personal Auto Policy, starting with the Insuring Agreement and ending with General Provisions. Session 1 starts with an introduction to the PAP and reviews all the definitions found throughout the policy. Once you complete all five sessions and pass a basic exam on the ISO PAP, you will be awarded the Personal Auto Policy Micro-Designation.   (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • Navigating the Future of Artificial Intelligence with Jorge De la Cerda, Epay 3. 

    AI is transforming core functions. Join Jorge to learn more about AI’s growing role in insurance, the emerging regulatory landscape, key risks for agents, AI risk management framework, and more. Understanding AI is not optional. It affects the products you sell, changes client interactions, creates new compliance duties, and has a direct impact on E&O exposure. (This class has been approved for The Alliance update credit.)

    • ​Sponsorship Available

  • People Actually Do That? Insurance Disasters Lurking in Lesser-Known Rental Exposures with Kevin Amrhein, CIC, CBIA, Florida Insurance School—CE (FISCE). [REPEAT] (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • Only the Paranoid Survive with President Duke Mills, Workcomp Solutions. In today’s rapidly evolving insurance landscape, complacency is the enemy of success. “Only the Paranoid Survive” challenges industry professionals to embrace a mindset of vigilance and adaptability. This session will explore how constant awareness of market shifts, regulatory changes, and emerging risks can transform vulnerability into opportunity. Attendees will learn practical strategies to anticipate disruptions, safeguard client relationships, and stay ahead of competitors in an environment where the only constant is change.
    • Sponsorship Available
12:00–1:00 p.m.Exhibitor’s Lunch Only - Exhibit Hall EF
12:15 – 1:30 p.m.

FAIA Opening Luncheon (includes the Installation of Officers and Directors) Sun Ballroom

This luncheon is included with your FULL, SPOUSE, or Thursday Day Pass Registration. 

  • Sponsored by Monarch
1:30 p.m.

Exhibit Hall Opens (closes at 5:30 p.m.) Exhibit Hall EF

Dessert will be served in the Exhibit Hall. Be sure to visit the LOUNGE and take advantage of the complimentary massage chairs, headshot booth, and food and drink.

  • Sponsored by Vision Insurance
2:00 – 4:00 p.m.Breakout Session for Principal’s Only
  • Breakthrough Moment: Igniting Transformation in Your Agency with President Brent Kelly, Sitkins Group. Most agencies’ leaders are asking the wrong question about their agency team. Get ready for a powerful shift in thinking that can transform how your team works, grows, and wins. If you’re looking for greater clarity, stronger momentum, and higher profitability with less chaos, this is the session you won’t want to miss. (No CE) 
3:30 – 4:30 p.m.

Beverage Break in the Exhibit Hall - Lounge 

  • Sponsored by TJ Jerger
 FREE NIGHT for Hospitality Events

Friday, June 19

7:30 a.m.FAIA Registration Desk Opens (closes 5:00 p.m.) City Hall Lobby
8:00 a.m.

Continental Breakfast Osceola Foyer

  • Sponsored by 
9:00 – 11:30 a.m.General Session (doors open at 8:30 a.m.) Osceola Ballroom
11:00 a.m.Exhibitor Registration Desk Opens (closes 4:00 p.m.) Exhibit Hall Lobby F
11:30 a.m.

Exhibits Open (close at 4:00 p.m.) Exhibit Hall EF

11:30 – 1:00 p.m.Cash Lunch in the Exhibit Hall
12:00 – 1:00 p.m.Young Agents Council Luncheon by invitation only Orange Blossom Ballroom
1:00 p.m. 

Ice Cream Break in the Exhibit Hall - Lounge

  • Sponsored by Main Street America Group

BREAKOUT SESSIONS

2:00 – 4:00 p.m.

  • Only the Paranoid Survive with President Duke Mills, Workcomp Solutions. [REPEAT] (This class has been approved for The Alliance update credit.)
    • ​Sponsorship Available
       
  • Navigating the Future of Artificial Intelligence with Jorge De la Cerda, Epay 3 (This class has been approved for The Alliance update credit.)
    • Sponsorship Available
       
  • NFIP Coverages and New Pricing Methodology with Lisa Sharrard, CFM ANFI, CPM, agent/owner Choice Flood Insurance LLC. Join Lisa for this session to learn about the National Flood Insurance Program's coverages and the new pricing methodology (Risk Rating 2.0). You’ll look at how to use flood zone maps, mitigation and what insurance products are available for homes and businesses. You will also discuss private flood insurance. This two-hour session does not include the flood certification. (This class has been approved for The Alliance update credit.)
    • Sponsorship Available
       
  • Supporting the Shift: New Markets. New Opportunities with Citizens. Reliance on Citizens is shifting to private insurers, join the Citizens team to learn how that shift impacts agents! The Citizens’ team will be on hand to find out what’s on your mind and ready to answer any questions you may have. 
    • (This class has been approved for The Alliance update credit.)
 

FAIA's Closing Night Party

Kids Zone 6:00 – 10:30 p.m. – Osceola 1 – 6

Networking Dinner 6:00 – 7:30 p.m. - Sun Ballroom

Concert 7:30 – 10:00 p.m. - Osceola Ballroom