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MAIA Annual Convention
February 24-26, 2020    Amway Grand Plaza, Grand Rapids

Today's Hot Topics Covered




Active Shooter / Workplace Violence Risk & Insurance Program
Unfortunately, workplace violence seems all too prevalent these days. Learn more about the risk and insurance to better assist your customers and avoid E&O situations.






Cannabis - The Opportunities in a Growing Industry

Cannabis: Opportunities and Challenges in a Growing Industry
(A Two-Part Program)
There's definitely a cannabis market out there but agents need to be sensative to several issues surrounding the product - including state and federal treatment of marijuana and allied products.







TalentRebellion: Moving People and Organizations Forward
Presenters Tom Tiberia and Kevin Desmond share development experiences that help businesses and individuals to think differently about their path to sustainable achievement. Above video was developed by Vermont Young Agents but the program is for agents of all ages! 



Breakdown of Events by Day

Monday 
February 24

2:00 p.m. - 5:00 p.m.

ACTIVE SHOOTER / WORKPLACE VIOLENCE RISK & INSURANCE
INSTRUCTOR: Paul Marshall
The rising numbers of Active Shooter / Deadly Weapon attacks are a bit staggering with organizations having a duty of care to maintain a safe environment for staff and visitors. This class is designed to teach about Active Shooter / Workplace Violence Risk & Insurance to help agents and brokers better serve their clients as well as avoid possible E&O situations. Approved for 3 hours P/C Michigan CE credit. CC: 79261.


8:00 p.m.
PRE-CONVENTION NETWORKING EVENT (hosted by MAIA Young Agents)
Your warm-up to convention - all attendees welcome to join us at the Rendezvous Lounge inside the Amway Grand!

Rendezvous Lounge Amway Grand Plaza Grand Rapids
Young Agents start convention off right with a Pre-Convention Networking Event at the Rendezvous Lounge in the Amway Grand Lobby.
Tuesday 
February 25


8:30 a.m. - 11:30 a.m.

I'LL BE WATCHING YOU: ETHICS AND PROFESSIONAL STANDARDS
INSTRUCTOR: Todd Davis, CIC
The course will focus on the basic tenets of Ethics and the formation of ethical practices in society and how insurance professional must apply those principles in a rapidly changing world. The discussion will also include a focus on how an Ethical Code of Conduct can be applied to emails, internet marketing, social media, and electronic communications.
Approved for 3 hours Ethics Michigan CE credit. CC: 79262.


8:30 a.m. - 11:30 a.m.
CANNABIS 2020: THE OPPORTUNITIES IN A GROWING INDUSTRY 
INSTRUCTOR: Rick Pitts, JD
Objective of the course is to have students gain a wide-ranging sensitivity for the issues they might encounter if asked to insure a dispensary (or a home-grower, too). State and federal treatment of marijuana and allied products will also be discussed in terms of the opportunities for agents to write cannabis risks. Approved for 3 hours P/C Michigan CE credit. CC: 79259.

8:30 a.m. - 11:30 a.m.
YOUR LEGACY IN MOTION ... AGENCY PERPETUATION
INSTRUCTOR: David Tralka
Come explore the current state of the M&A market. Agency owners and principals will learn the key components of financially planning and preparing for perpetuation or acquisition. Agency owners will gain a better understanding of the value of their agency and the options to enhance the value of their businesses. Approved for 3 hours P/C or L/H Michigan CE credit. CC: 79576.


11:45 a.m. - 1:15 p.m.
OUT OF THIS WORLD LUNCH - EVERYTHING TASTES LIKE CHICKEN - EXPLORING REALITY IN OUR INDUSTRY
BY: TalentRebellion  No CE.
- DIFS DIRECTOR ANITA FOX TO ADDRESS LUNCHEON ATTENDEES
- MAIA AWARDS



1:30 p.m. - 4:30 p.m.
WANT TO GROW? LOOK AT YOUR DATA!
INSTRUCTOR: Carey Wallace
Approved for 1 L/H or P/C Michigan CE credit. CC: 79578.
THE MILLENNIAL EDGE - LEARN HOW TO HIRE AND DEVELOP A MILLENNIAL WORKFORCE
INSTRUCTOR: Art Betancourt
No CE.

1:30 p.m. - 4:30 p.m.
E&O RISK MANAGEMENT: OPERATIONS FOCUS
INSTRUCTOR: Todd Davis, CIC
The course examines insurance risks, the role of an insurance intermediary in the transfer of risk from consumer to insurance carrier, and the risks associated with professional obligations and responsibilities imposed by courts, laws regulating the sale of insurance, and peer/industry standards. Topics covered include common mistakes made in processing both Personal Lines and Commercial Lines policies. Approved for 3 hours P/C or L/H Michigan CE credit. CC: 79300. This class qualifies for the Westport/ Swiss Re and Fireman’s Fund discounts.

1:30 p.m. - 4:30 p.m.
CANNABIS: THE CHALLENGES IN A GROWING INDUSTRY 
INSTRUCTOR: Rick Pitts, JD
Objective is to have insurance personnel become sensitive to the coverage issues which may arise connected to marijuana, especially in the situations in which the risk has not been thoroughly previewed and underwritten before the loss. State and federal treatment of marijuana and allied products will be discussed in terms of the challenges agents may face. Approved for 3 hours P/C Michigan CE credit. CC: 79260.

1:30 p.m. - 4:30 p.m.
WINNING OVER THE C-SUITE WITH SAFETY
INSTRUCTOR: Dustin Boss
Taking proactive measures to protect people from occupational health hazards is crucial for any business. Learn how to use a combination of workplace safety, OSHA and worker’s comprehensive coverage to win over corporate officers to the side of safety. Learn how to provide amazing value that employers can’t resist! Approved for 3 hours P/C Michigan CE credit. CC: 79301.


5:15 p.m. - 6:15 p.m.
MIX-IT-UP
Won't you join us in the Center Concourse before heading out for a night on the town?

6:45 p.m.
FREE EVENING
Cruise Grand Rapids!


Wednesday
February 26


8:30 a.m. - 11:30 a.m.

PERFORMANCE MATTERS - PREP INTERNALLY TO ELIMINATE THE FEAR FOR FUTURE LOSS 
BY: TalentRebellion
Approved for 3 hours P/C or L/H Michigan CE credit. CC: 79554.

8:30 a.m. - 11:30 a.m.
ACTIVE SHOOTER / WORKPLACE VIOLENCE RISK & INSURANCE
INSTRUCTOR: Paul Marshall
The rising numbers of Active Shooter / Deadly Weapon attacks are a bit staggering with organizations having a duty of care to maintain a safe environment for staff and visitors. This class is designed to teach about Active Shooter / Workplace Violence Risk & Insurance to help agents and brokers better serve their clients as well as avoid possible E&O situations. Approved for 3 hours P/C Michigan CE credit. CC: 79261.


8:30 a.m. - 11:30 a.m.

WORKING 9 to 5 - SELECT, DEVELOP, & RETAIN GREAT EMPLOYEES 
INSTRUCTOR: Art Betancourt, SPHR, SHRM-SCP
Approved for 3 hours P/C or L/H Michigan CE credit. CC: 79551.


11:45 a.m. - 1:45 p.m.
SPOTLIGHT LUNCH: REFORM ROULETTE - AUTO NO-FAULT EXCHANGE
No CE.
- IIABA CHAIR JON JENSEN
- RECOGNITION OF THIS YEAR'S TQA AGENCIES
- MAIA SOCIETY RUNDOWN (MEMBERSHIP MEETING)


2:00 p.m. - 5:00 p.m.
TRADE SHOW

5:15 p.m. - 6:15 p.m.
PAC RECEPTION 
 


7:00 p.m.
COMPANY HOSPITALITY SUITES



Earn up to six TQA credits at convention. Classes that qualify for TQA credit noted with a diamond ().

About Our Presenters

Art Betancourt

Art Betancourt
is the CEO and Founder of AEBetancourt. Established in 2015 and headquartered in Downtown Grand Rapids, AEBetancourt is a fast growing talent strategy consulting firm with a national client base. Utilizing a unique Talent Development Insourcing model, AEBetancourt brings a modern and unique solution to the talent development industry. Throughout his career Art has worked with hundreds of organizations, from small businesses to Fortune 500 companies, helping recruit, select and train employees for critical positions. Art has conducted more than 14,000 interviews and recruited and trained hundreds of employees for his clients. Prior to AE Betancourt, he was a Vice President and Partner at MarshBerry & Company, the nation's preeminent provider of financial, operational, sales management and organizational services within the insurance distribution system.



Dustin Boss

Dustin Boss
is a business insurance advisor at Ottawa Kent Insurance. He works with forward thinking employers to lower their workers comp, commercial and benefits costs using a proprietary proactive risk management approach. Dustin is also the co-Founder at Emerge Apps, a software and training company that develops strategies and software for insurance agents to use to open new doors, write new business and retain business insurance clients. OSHAlogs.com, one of their flagship apps, is a dynamic OSHA recordkeeping and injury intelligence App used by agents and employers to streamline OSHA recordkeeping requirements, simplify injury reporting and enhance communication between brokers their clients.

Todd Davis

Todd Davis, CIC, is the owner and operator of the Davis Agency Insurance in Peoria, Illinois. He was licensed and started his insurance career at age 15 by working for the family agency. Todd has taught the Errors and Omissions Loss Prevention Seminars, as well as wide range of Personal Lines, Commercial Lines, and agency management courses for the Independent Insurance Agents of Illinois, as well as instruction in Iowa, Ohio, Minnesota, Wisconsin, North and South Dakota, and Indiana. He is also called upon regularly to provide expert witness testimony in lawsuits involving insurance agents and insurance companies. Todd is recognized as an expert involving agent responsibilities, legal standards, and fiduciary duties, and has testified in cases heard before the Illinois Supreme Court.
Paul Marshall

Paul Marshall
is Managing Director, responsible for the formation, growth, profitability and overall strategy of McGowen Active Shooter / Workplace Violence Insurance Programs in Dayton, Ohio. He has of over 25+ years of insurance and risk management expertise. Since the program’s inception in 2016 he has insured over 1,000 businesses, organizations and events throughout the Unites States and was recently presented with Insurance Business America’s Top Influencer / Innovator / Game-Changer Award. Paul has authored various articles and frequently presents at industry conferences.

TalentRebellion

Richard Pitts

Richard Pitts
is Vice-President and General Counsel to Arlington/Roe & Co., Inc., an insurance brokerage and general agent in Indianapolis. Rick also serves as general counsel to the Independent Insurance Agents of Indiana, Inc. As counsel to the “Big I,” Rick speaks annually at the association’s New Laws Seminars and teaches various seminars on insurance and employment related matters. Pitts has co-authored two articles appearing in the Indiana Law Review.

David Tralka

David Tralka is President and Chief Executive Officer of InsurBanc - a division of Connecticut Community Bank, N.A.® - with a focus on providing financial products and services for the independent agency community. David has more than 30 years of experience in banking and financial services, and is a well-known speaker on the topics of agency mergers and acquisitions, agency perpetuation, and financing. He holds an MBA from Northwestern University and a BA in economics from Cornell University.
Kevin Desmond

Kevin Desmond is a founding partner of TalentRebellion. With nearly 25 years of experience in the insurance and financial services industry, Kevin is able to leverage his deep business experience in strategic marketing, sales execution, accelerated manager development and productive conflict to help teams to develop a common language that empowers collaborative success. Working with clients to define success within their organization and making that vision a reality evokes Kevin’s passion for learning and development.
Tom Tiberia

Tom Tiberia is a founding partner of TalentRebellion. Working with companies to improve their results through learning initiatives is a passion that Tom has embraced for nearly three decades in various industries such as Insurance with Chubb & Son, Financial Multi-Media with Bloomberg, Specialty Retail with J.Crew, and Non-Profit with St. Luke’s-Roosevelt Hospitals. Without regard for the specific industry sector, Tom firmly believes continuous and consistent employee development contributes directly to organizational success.


Thank You Sponsoring Partners!
MAIA would like to thank our 2020 sponsoring Partners for making Convention possible each year.

Super Platinum Partners
EMC With more than 100 years of strength, stability and success, EMC is fully dedicated to the independent agency system because we believe in the value you bring to the insurance process. Count on EMC® to support you with service, stability and so much more. Learn more.
SMART IT Services We're in this business to help independent agencies grow and move forward. It's as simple as that. We're driven by the philosophy that if we help agencies solve their IT issues so they can become more profitable and successful, then we will inherently grow along with them. There is no catch, no gimmick, just experience and best practices that we've honed over the years to make our services work for YOUR agency needs. Learn more.
Platinum Partners
AAA was founded over 100 years ago for the purpose of lobbying for driver and passenger rights, fair laws and safer vehicles — all to better promote the love of the open road and the adventure of driving. Since then, AAA has grown to over 50 million members strong, while providing valuable membership services such as roadside assistance. Additionally, AAA has broadened its horizons to include all types of travel-related services, as well as offer a variety of insurance and financial products and services. Learn more.
Arlington/Roe Arlington/Roe is a managing general agency and wholesale insurance brokerage firm with specialty practices. Our underwriters and brokers coordinate among specialty teams to meet the needs of multi-faceted risk opportunities, piecing each risk puzzle together for our appointed agencies. Our lines of business range from motorcycles to complex environmental risks and everything in between. We are proud of the expertise of our 180 staff members and the breadth of our E&S and standard insurance company markets. Learn more
Auto-OwnersAuto-Owners Insurance is a mutual insurance company that offers auto, home, business and life insurance to policyholders exclusively through independent agents. The company, which is located in Delta Township, Michigan, is the largest property and casualty insurance company headquartered in Michigan. Learn more.
Citizens Insurance Company of America, based in Howell, Michigan, is a leading provider of personal and commercial property and casualty insurance, primarily in the Midwest, and through a select group of independent insurance agents and brokers. Founded in 1915, Citizens is a member of The Hanover Insurance Group, based in Worcester, Mass. Learn more.
PREMCOPremco Financial Corporation is an insurance premium finance company based in Kalamazoo, Michigan and provides services throughout the country. Founded in 1989 by Chairman Clare Rothi, Premco was built around the cornerstone of providing unparalleled products and services to Independent Agents. The Company is majority owned by leading Independent Agents and is led by a management team with over 100 years combined experience in finance, management, accounting and P&C insurance, making us more sensitive to the market and in-tune to the needs of today's agent. Learn more.
Progressive"The Progressive Corporation is one of the largest providers of car insurance in the United States. The company also insures motorcycles, boats, RVs and commercial vehicles, and provides home insurance through select companies. The company was co-founded in 1937 by Jack Green and Joseph M. Lewis, and is headquartered in Mayfield Village, Ohio. Progressive ranked No. 112 in the 2018 Fortune 500 list of the largest United States corporations by total revenue. Learn more.
Diamond Partners
Frankenmuth InsuranceFrankenmuth Insurance has been providing peace of mind for families and businesses for 150 years. We work exclusively with independent agents, and employ more than 600 employees. Frankenmuth Insurance is financially sound, with more than $1 billion in assets and an A.M. Best rating of “A”. We work cooperatively and collectively to serve our policyholders, agents and communities. Learn more
KeystoneFor independent insurance agencies who aspire to strengthen their agency, Keystone offers access to industry expertise, carriers, and connection to a community of like-minded agencies. For insurance carriers who want to develop relationships with independent agencies, Keystone offers a network of quality independent agencies and an innovative approach that aims to tap new markets and develop new products. Learn more.
Swiss Re Corporation SolutionsSwiss Re Corporate Solutions is the commercial insurance arm of the Swiss Re Group. Our extensive knowledge and expertise allows us to understand the risks you face today, anticipate the risks you'll face tomorrow and tailor your coverage accordingly. It's our goal to make your business, and the world, more resilient. Learn more.
Gold Partners
Silver Partners