Institute Agenda

Ed Consultant –Steve Lyon

Agency Management Institute

Jamesburg, New Jersey – May 14-16, 2015

 


Thursday, May 14, 2015

7 AM – 8 AM                                                    
Registration

8 AM – 12:15 PM                              
SECTION 1         The Agency As An Organization
Mr. Eric J. Fields, CPA, CIC, CRM, SPHR, AAI, AFSB, CRIS

12:15 PM – 1:15 PM                                                         
Lunch – On your own

1:15 PM – 5:15 PM                          
SECTION 2         Agency Productivity And Effectiveness

Mr. Eric J. Fields, CPA, CIC, CRM, SPHR, AAI, AFSB, CRIS
                                                               
5:15 PM – 5:30 PM                                                           
Exam Briefing


Friday, May 15, 2015

 

8 AM – 12 PM                    
SECTION 3         Managing and Sustaining Financial Strength

Mr. Jonathan Persky, CPA, CIC, PHR
                                                                                           
12 PM – 1 PM                                 
Lunch – On your own

1 PM – 5 PM                       
SECTION 4         Human Resources

Mr. Jonathan Persky, CPA, CIC, PHR
                                                                                           
Saturday, May 16, 2015

8 AM – 12 PM   SECTION 5                                      
Legal And Ethical Responsibilities

Mr. Steven D. Lyon, CIC, CRM, CPCU, ARM, AAI, RM, CRIS
                                                                                           
12 PM – 1 PM                                 
Lunch – On your own

1 PM – 3 PM                                   
Examination