7:00 a.m. |
FAIA Registration Desk Opens (closes at 5:30 p.m.) - Cypress Reg 1
Exhibitor Registration Desk Opens (closes at 5:30 p.m.) - Cypress Foyer |
BREAKOUT SESSIONS
8:00 a.m.– 12:00 Noon
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- 2025 E&O: Lessons Learned—Changes Implemented 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. –Magnolia 7—9 (This class has been approved for two hours of CE credits, CE #132242, and The Alliance update credit.)
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8:00 – 10:00 a.m. |
- 2025: Newest Cyber Attacks, State of Cyber Market, and Coverage That Your Clients Should Have with Juan Leal: –Magnolia 10–12 [REPEAT] (This class has been approved for two hours of CE credits, CE #133761, and The Alliance update credit.)
- Florida Surplus Lines – A Guide to Navigating this Dynamic Market with Director of Agent and Insurer Services Bryan Young, Florida Surplus Lines Service Office (FSLSO): This presentation offers a comprehensive exploration of the dynamic and evolving surplus lines industry. It covers a range of key aspects, including market conditions, regulatory updates, and agent obligations. Featured topics encompass an overview of the FSLSO, the roles and responsibilities of the retail and surplus lines agent, essential compliance tools for surplus lines transactions, licensing requirements, legislative updates, and prevailing market data trends. –Magnolia 13—15 (This class has been approved for two hours of CE credits, CE #133764, and The Alliance update credit.)
- Flood Insurance: If Not Now, When? with Amy Itschner and Julie Duncan: –Magnolia 5 & 6 [REPEAT] (This class has been approved for two hours of CE credits, CE #133924, and The Alliance update credit.)
- Anchors Away: Navigating the Complexities of Marine Liability and Coverage with President Lori Sousa, CMIP, Sea Land Insurance Corp: This class focuses on the specialized insurance coverages required for clients who work on boats or near water, which differ significantly from standard General Liability, Equipment, and Workers' Compensation policies. Topics include Marine General Liability (MGL), Marina Operators Legal Liability (MOLL), Protection and Indemnity (P&I), Maritime Employers Liability (MEL), and hull insurance for vessel owners. It covers the unique risks associated with sea trials, crew coverage, and equipment used in maritime operations. By the end of the course, you'll understand how to structure policies to address the distinct needs of clients in the maritime industry, ensuring they have the right protection for their specific exposures. –Magnolia 19 & 20 (This class has been approved for two hours of CE credits, CE #133765, and The Alliance update credit.)
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10:15 a.m. – 12:15 p.m. |
- Optimizing Insurance Operations with Virtual Assistants: Benefits and Risks with Director Greg Thomas, MS-RMI, CPCU, CLU, FLMI, CPM, ASLI, AIC, ACS; FAIA Vice President and Legal Counsel Laura Pearce, Esq., AAI; James Redeker, Swiss Re Corporate Solutions; and Jennifer Winkler, The Peeples Insurance Agency, moderated by FAIA Vice President of Membership and Industry Relations Dave Newell: This class explores the role of Virtual Assistants (VAs) in the insurance industry, highlighting their benefits, such as addressing labor shortages, time zone advantages, and cost savings. Topics include tasks VAs can and cannot perform, contract best practices, cybersecurity risks, and their impact on E&O policies. Through case studies, the class also covers potential legal and communication challenges when using VAs, as well as strategies for mitigating privacy breaches. Participants will gain a clear understanding of how to effectively and responsibly integrate VAs into their businesses. –Magnolia 10—12 (This class has been approved for two hours of CE credits, CE #133974, and The Alliance update credit.)
- Sponsorship Available
- Florida Surplus Lines – A Guide to Navigating this Dynamic Market with Director of Agent and Insurer Services Bryan Young, Florida Surplus Lines Service Office (FSLSO): This presentation offers a comprehensive exploration of the dynamic and evolving surplus lines industry. It covers a range of key aspects, including market conditions, regulatory updates, and agent obligations. Featured topics encompass an overview of the FSLSO, the roles and responsibilities of the retail and surplus lines agent, essential compliance tools for surplus lines transactions, licensing requirements, legislative updates, and prevailing market data trends. –Magnolia 13–15 [REPEAT] (This class has been approved for two hours of CE credits, CE #133764, and The Alliance update credit.)
- Your Commercial Property Coverage Might Stink: Here’s Why with Kevin Amrhein, CIC, CBIA, Florida Insurance School – CE (FISCE) & the CE Partnership:
The coverage in your commercial property policy might be okay; or it might stink worse than Central Florida sprinkler water. This course shares tips on how to examine certain parts of the coverage and, if it does stink, how to fix it. Issues discussed include cost to remove debris, vacancy, valuation options, property not covered, time element issues, and several others.–Magnolia 5 & 6 [REPEAT] (This class has been approved for two hours of CE credits, CE #133762, and The Alliance update credit.)
- The Art of Captivating Clients: Elevating Your Insurance Game with President Duke Mills, Workcomp Solutions: Join Duke for an engaging presentation designed to help insurance professionals refine their approach to attracting and retaining clients. This session will explore proven strategies to differentiate your services in a competitive market, from delivering tailored solutions to leveraging innovative tools and techniques. Attendees will gain actionable insights into creating lasting client relationships, enhancing customer experience, and positioning themselves as trusted advisors. Whether you're looking to grow your client base or strengthen existing relationships, this presentation will provide the expertise and inspiration to take your insurance game to the next level. –Magnolia 2 & 3 (This class has been approved for two hours of CE credits, CE #133866, and The Alliance update credit.)
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12:00–1:00 p.m. |
Exhibitor’s Lunch Only—Cypress Ballroom |
12:15 – 1:30 p.m. |
FAIA Opening Luncheon (includes the Installation of Officers and Directors)
This luncheon is included with your FULL, SPOUSE, or Thursday Day Pass Registration. - Cypress 1 Ballroom
- Sponsored by Monarch Insurance
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1:30 p.m. |
Exhibit Hall Opens (closes at 5:30 p.m.) - Cypress Ballroom
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
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2:00 – 4:00 p.m. |
Breakout Session for Principal’s Only
- Managing Emerging Risks: Minimizing Agency Exposure in a Changing Environment with Owner/Founder Chris Burand, Burand & Associates: The frequency of insurance-related mistakes and claims has been rising for several reasons. Three key factors contributing to this increase are remote work, shifting accounts between carriers, and the use of reciprocal carriers. When an agency has employees working from home and moving business between carriers, especially reciprocals, the risk of significant issues grows significantly. Join Chris as he explores how these factors elevate your agency's risk and what steps you can take to reduce the likelihood of costly mistakes. (No CE) - Magnolia 7–9
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3:30 – 4:30 p.m. |
Beverage Break in the Exhibit Hall - Lounge
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FREE NIGHT for Hospitality Events |