BREAKOUT SESSIONS

10:00 a.m.–12:00 p.m.

• Cybersecurity Essentials for Insurance: Safeguarding Data, Meeting Regulations, and Building a Secure Office with Vice President of Business Development Jonathan Clark, LTC Technology Systems: In 2023, a staggering 96 percent of businesses in the finance sector experienced at least one successful breach. Insurance companies hold highly sensitive data that is a prime target for cybercriminals, putting agents in a challenging position to protect this information, ensure compliance, and maintain operational efficiency. This presentation will help attendees gain a deeper understanding of the evolving threat landscape, regulatory requirements, and best IT practices to position their business for success and resilience.  –Magnolia 2 & 3 (This class has been approved for two hours of CE credits, CE #133759, and The Alliance update credit.)
  • ​Sponsored by Mercury Insurance
     
• Homeowner's Policy—Property Coverages FAIA Instructor with Jeff Odom: This class focuses on Section I Property Coverage of the ISO Homeowners Policy, providing in-depth knowledge of the coverage details including eligibility, insuring agreements, and policy definitions to name a few. Upon completion of the five-part series, participants will be on their way to earning the Homeowners Micro-Credential. –Magnolia 10 & 11 (This class has been approved for two hours of CE credits, CE #133760, and The Alliance update credit.)
  • ​Sponsorship Available

• Four Hour Update with FAIA Instructor Jeff Odom, AAI, AIP, AIAM, CCSR; Vice President & General Counsel Laura Pearce, Esq., AAI; and Director of Government Affairs BG Murphy:  Every licensed P&C agent and customer rep must take this course during each two-year compliance period. Topics include recent legislation, ethics, insurance law and regulations, and wind mitigation. –Magnolia 7-9 (This class is been approved for The Alliance update credit.)
   
  • ​​​​Sponsored by GrayRobinson

• 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 10 & 11 (This class has been approved for two hours of CE credits, CE #133762, and The Alliance update credit.)

  • ​​Sponsored by Frontline Insurance

• 2025: Newest Cyber Attacks, State of Cyber Market, and Coverage That Your Clients Should Have with Juan Leal, CPCU, ARM, Evolve: This session will include an in-depth discussion about the basics of cyber insurance and some of the wildest and most interesting claims. Attendees will learn details about the state of the cyber market and take a deep dive into the coverage that every client should have to be protected in the best way possible against cyber perils. During this interactive session, Juan will share true claims examples and discuss the future of the cyber market. –Magnolia 13 & 14 (This class has been approved for two hours of CE credits, CE #133761, and The Alliance update credit.)
  • ​​Sponsorship Available

• Navigating the High-Net-Worth Market: Strategies for Success in Florida with Florida Regional Executive Patrick Banis and Senior Vice President and Southern Zone Executive Mary Artz, PURE Insurance: Florida has long been a magnet for wealthy individuals, making it a prime market for those working within the high-net-worth space. While rewarding, this market can be far more intricate than traditional markets. In this session, attendees will gain valuable insights into the nuances and complexities of effectively targeting and collaborating with high-net-worth clients in Florida. –Magnolia 19 & 20 (This class has been approved for two hours of CE credits, CE #133763, and The Alliance update credit.)
  • ​​Sponsorship Available

• Flood Insurance: If Not Now, When? with Client Executive Amy Itschner, National Flood Services, and Client Executive Julie Duncan, Taurus Flood: Many clients overlook the importance of flood insurance, often assuming their homeowners' policies provide coverage and leaving them vulnerable when a flood occurs. NOW is the time to include flood insurance quotes for each and every customer. This session provides practical strategies to overcome objections and present flood insurance as essential to your clients’ financial security. The Road to Success begins with YOU protecting your clients, growing your business, and helping build flood-resilient communities. –Magnolia 5 & 6 (This class has been approved for two hours of CE credits, CE #133924, and The Alliance update credit.)
  • ​Sponsorship Available

Refreshment break in the Magnolia/Cypress Foyer

• Sponsored by Berkshire Hathaway

BREAKOUT SESSIONS

8:00 a.m.– 12:00 Noon

• 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.)

  • ​​​​Sponsored by Swiss Re

• 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.)
  • ​​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 (This class has been approved for two hours of CE credits, CE #133764, and The Alliance update credit.)
  • ​​Sponsorship Available
     
• 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.)
  • ​​Sponsorship Available
     
• 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.)
  • ​​Sponsorship Available

• 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.)
  • ​​Sponsorship Available
     
• 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.)

  • ​Sponsored by Frontline Insurance

• 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.)
  • ​Sponsorship Available

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

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

• 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

Beverage Break in the Exhibit Hall - Lounge 

• Sponsored by TJ Jerger

Continental Breakfast - Palms Foyer

• Sponsored by FCBI, Safeco/Liberty Mutual, Slide, and Vision Insurance

Exhibits Open (close at 4:00 p.m.) - Cypress Ballroom

Ice Cream Break in the Exhibit Hall - Lounge

• Sponsored by Main Street America Group

BREAKOUT SESSIONS

2:00 – 4:00 p.m.

• Navigating the High-Net-Worth Market: Strategies for Success in Florida with Florida Regional Executive Patrick Banis and Senior Vice President and Southern Zone Executive Mary Artz, PURE Insurance: Florida has long been a magnet for wealthy individuals, making it a prime market for those working within the high-net-worth space. While rewarding, this market can be far more intricate than traditional markets. In this session, attendees will gain valuable insights into the nuances and complexities of effectively targeting and collaborating with high-net-worth clients in Florida. –Magnolia 2 & 3 [REPEAT] (This class has been approved for two hours of CE credits, CE #133763, and The Alliance update credit.)
  • ​Sponsorship Available
     
• 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 7 & 8 [REPEAT] (This class has been approved for two hours of CE credits, CE #133866, and The Alliance update credit.)
  • ​Sponsorship Available 
     
• Cybersecurity Essentials for Insurance: Safeguarding Data, Meeting Regulations, and Building a Secure Office with Vice President of Business Development Jonathan Clark, LTC Technology Systems: In 2023, a staggering 96 percent of businesses in the finance sector experienced at least one successful breach. Insurance companies hold highly sensitive data that is a prime target for cybercriminals, putting agents in a challenging position to protect this information, ensure compliance, and maintain operational efficiency. This presentation will help attendees gain a deeper understanding of the evolving threat landscape, regulatory requirements, and best IT practices to position their business for success and resilience. –Magnolia 10 & 11 [REPEAT] (This class has been approved for two hours of CE credits, CE #133759, and The Alliance update credit.)
  • ​Sponsored by Mercury Insurance
     
• 2025 Personal Lines Agent Roadshow with Judy Boulet, Citizens Senior Learning Specialist: 
  The role of a Citizens-appointed agent can be complex. This course will provide new and veteran agents with the tools and resources needed to keep pace with Citizens in 2025. These are the topics that we will cover:
  ·      EZLynx Clearinghouse
  ·      Depopulation
  ·      Cloud-Based Insurance Suite
  ·      Agency/Agent Appointment
  ·      CHIRP (Clearinghouse Interim Renewal Process)
  This course aims to enhance your proficiency and confidence in managing your role as a Citizens-appointed agent. We look forward to your participation! –Magnolia 13–15 (This class has been approved for The Alliance update credit.)

FAIA's Closing Night Party

Networking Dinner 6:00 – 7:30 p.m. - Canary/Royal Ballroom

Concert 7:30 – 10:00 p.m. - Sago/Sabal Ballroom