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Monday 
February 18

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2:00 p.m. - 5:00 p.m.
THE (DE) EVOLUTION OF ETHICS
INSTRUCTOR: Chris Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS
Ethics are a society’s view of what is acceptable and unacceptable, but ethics aren’t constant - they evolve or devolve over time. And at any given time, one group or individual may hold themselves to higher or lower ethical standards than others. In this session we’ll discuss: the real meaning of ethics; “standards” used to define ethical behavior; why “standards” are necessary; how moral standards interact with ethical standards; and how ethical standards are applied to our business. Filed for 3 hours Ethics CE credit.

8:00 p.m.
NETWORKING EVENT (hosted by MAIA Young Agents)
Your warm-up to convention - all attendees welcome!


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

Tuesday 
February 19

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8:30 a.m. - 11:30 a.m.
WHEN WORDS COLLIDE: RESOLVING INSURANCE COVERAGE & CLAIMS DISPUTES
INSTRUCTOR: Bill Wilson, CPCU, ARM, AIM
Ever had a disagreement with an adjuster about whether a claim is covered or not? Or posed a coverage question to an underwriter and failed to reach a consensus about coverage? This session, using dozens of real-life examples, presents a structured approach to policy interpretation and claims negotiation to resolve real world coverage disputes without litigation. Filed for 3 hours P/C CE credit. 

8:30 a.m. - 11:30 a.m.
BUSINESS INTELLIGENCE - MANAGING DATA & ITS INTEGRITY 
INSTRUCTOR: Brian Bartosh, CIC, LUTCF
A look at how data is collected in the management system and how to maintain integrity. The components of an electronic file will also be covered, including the retention of electronic records and best practices for archiving and/or purging of data. Filed for 3 hours P/C CE credit.

8:30 a.m. - 11:30 a.m.
SALES
INSTRUCTOR: Joan Sansing, CIC, ARM, AAI
“I’ve learned everything there is about Sales,” said virtually no one ever. In this fast paced world, keep up with the latest or get left behind! No CE.

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11:45 a.m. - 1:30 p.m.
SPOTLIGHT LUNCH
Dave Evans, CFP, AIFA, to present Impact of Tax Legislation on My Agency. There are significant implications regarding the decrease in the corporate income tax rates, personal income tax rates and the Qualified Business Income (QBI) pass-through deduction. As a result, agencies need to revisit their approach to compensation, benefits and other business expenditures to make sure their current approach maximizes the value of the tax benefits to the owners and agency.  No CE.

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1:45 p.m. - 4:45 p.m.
FINDING AND FIXING COVERAGE GAPS
INSTRUCTOR: Bill Wilson, CPCU, ARM, AIM
Discover common coverage gaps found in many insurance policies and the remedies for such gaps in the form of insurance products or risk management techniques. Included are horrible policy forms to avoid or be wary of, endorsements that show up that the agents didn’t ask for, endorsements to use on almost every policy and why, policy form exclusions and limitations that can be handled but rarely are, coverage/endorsements that don’t do what you think they do, and things that do what you don’t think they do. Filed for 3 hours P/C CE credit.

1:45 p.m. - 4:45 p.m.
FUTURE OF TECHNOLOGY - UTILIZATION, IMPLEMENTATION & INSURTECH
INSTRUCTOR: Brian Bartosh, CIC, LUTCF
This session will provide a format to evaluation your own utilization of technology in the agency and how to fully implement what is available to position your agency for the future. We’ll also visit the impact of InsureTech and how agencies can better position themselves to compete. Filed for 3 hours P/C CE credit.

1:45 p.m. - 4:45 p.m.
SALES
INSTRUCTOR: Joan Sansing, CIC, ARM, AAI
“I’ve learned everything there is about Sales,” said virtually no one ever. In this fast paced world, keep up with the latest or get left behind! No CE.

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

6:15 p.m.
FREE EVENING
Experience Grand Rapids!

Wednesday
February 20

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8:30 a.m. - 11:30 a.m.
COIs & CONTRACTUAL TRANSFER OF RISK 
INSTRUCTOR: Chris Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS
Contractors make up a high percentage of many commercial agents’ book of business. With that, contractors also require a high percentage of the agency’s time. This session helps you deal with many of the issues related to contractual risk transfer and certificates of insurance by answering a few key questions ranging from what is contractual transfer of risk to what wording should NEVER be used on a COI. Filed for 3 hours P/C CE credit.


8:30 a.m. - 11:30 a.m.
PRIVACY ISSUES: WHY YOU CAN'T TALK ABOUT EVERYTHING TO EVERYONE 
INSTRUCTOR: Rick Pitts, JD
In this session, Rick will explore the major sources of law with respect to privacy concerns relevant to the insurance industry. Included is a discussion of non-insurance and insurance risk management solutions. Filed for 3 hours P/C CE credit.

8:30 a.m. - 11:30 a.m.
ATTRACTING & SELECTING HIGH LEVEL TALENT TO YOUR AGENCY 
INSTRUCTOR: Art Betancourt, SPHR, SHRM-SCP
Come learn how to build a program that will help you attract and select great talent that will solve your hiring needs now and into the future. Filed for 3 hours P/C CE credit.

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12:00 p.m.
LET'S DO LUNCH
Lunch program includes:

• Innovation & Insurance: A Panel Discussion. Come hear an industry panel discuss innovation and insurance: where we are and where we need to go.
• Recognition of this year's new TQA agencies
• Press Play! Come to hear what MAIA is doing on your behalf, in a new Membership Meeting format!

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2:00 p.m. - 5:30 p.m.
TRADE SHOW

5:30 p.m. - 6:30 p.m.
PAC RECEPTION  

7:00 p.m.
COMPANY HOSPITALITY SUITES