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Virtual Classroom

eSummit Harvest Bundle


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Speakers:
Frank Pennachio |  David A. Thompson, CPCU, AAI, API, CRIS |  Jay Williams, CIC, CRM, AAI, AIP, ACSR |  William Jones |  Thomas Wetzel |  Jeff Odom
Duration:
Providing 12 hrs of CE
License:

Dates


Description

FAIA remains committed to offering agents best-in-class continuing education, whether taken online, in person, or at our annual convention. This year, the landscape has changed and, like many of you, we’re adapting. FAIA hosted our first ever Summer eSummit from July 21 through 23 and even if you missed some or all of  this event, you now have the ability to participate in the Harvest eSummit! We’re bringing the same quality content you have come to expect right to your screen, wherever that might be.

For the month of October, we are including a mix of programming we had planned to debut at Convention, and new sessions focused on insurance issues surrounding the COVID-19 pandemic.  You may ask speakers questions by pressing the Ask the Speaker button.   Our sponsors are very important to the success of this event and we hope you take time to visit our sponsor page and visit their websites.

 

Your purchase will include 7 CE sessions (12 hrs of CE) at a $38 (13% discount)  so take advantage of the savings NOW! 

 

Here is the schedule of classes, days and times:

 

Course Title

CE Hrs

Speaker

Day of the week you can view

 Time to view

The Guy in the Bar Returns

2

Dave Thompson

Monday

9:00 am

COVID 19-Current Insurance Issues

1

Dave Thompson

Monday

3:00 pm

Additional Insureds: Issues and Endorsements

2

Jay Williams

Tues

10:00 am

Time for More Conversations with our Clients

2

Keith Jones

Weds

9:00 am

Why Does my HO Policy Hate my Riding Mower?

Personal Lines Policy Gaps and Exclusions

2

Jeff Odom

Weds

2:15 pm

It’s Not Enough to Just Check the Digital Box

1

 

Thomas Wetzel

 

Thursday

10:00 am

The Workers” Comp Soft Market Head Fake – Distractions That Increase the Risk of Lost Profits or Even Employer Bankruptcy

2

Frank Pennachio

 

Friday

10:00 am

                      Total CE hrs

12

 

 

 

Speaker

Frank Pennachio's Profile

Frank Pennachio Related Seminars and Products

Principal

Oceanus Partners, Resource Pro Company


Frank Pennachio has more than 30 years of experience in the insurance industry as an agency owner and producer. In 2009, he sold his agency and co-founded Oceanus Partners with Susan Toussaint. Today, he is a full-time trainer and consultant to independent insurance agents, insurance carriers, agent associations, and technology companies with “agent as customer.” Recognized as a thought leader in the industry, Frank regularly speaks at conferences and his articles are published by national and regional trade publications.


David A. Thompson, CPCU, AAI, API, CRIS's Profile

David A. Thompson, CPCU, AAI, API, CRIS Related Seminars and Products

Education Consultant


David is an insurance nerd, presenting continuing education seminars on a variety of subjects and writing technical articles and blogs on topics of interest to agents. David graduated from Mercer University and served seven years as a commissioned officer in the U.S. Army and U.S. Coast Guard. He started his insurance career in a family-owned independent agency in Vero Beach, where he sold all types of insurance. He retired from FAIA in 2020 and continues to consult with the association.

 


Jay Williams, CIC, CRM, AAI, AIP, ACSR Related Seminars and Products


Jay Williams is a veteran of the insurance industry, and his agency history includes producer; establishing and managing an agency marketing department; commercial lines manager; VP/agency operations manager; and agency owner. He worked with FAIA as the Managing Director of FMS, including writing and editing study manuals for the Florida Agent and Florida Adjuster licensing exams, and also serving on the Exam Review Committee.

Jay became president of both Bankers Underwriters and Bankers Employer Services before becoming the vice president of sales and agency relations for UPC, taking the company from a single-state model to a multi-state organization.

Currently, Jay is serving as the interim executive director for Applied Client Network, the association of member users of Applied System agency management software. He is a consultant and expert witness, and a respected authority on agency E&O loss control. Jay’s career experience gives him a uniquely rounded perspective on the insurance industry.
 


William Jones's Profile

William Jones Related Seminars and Products

Earl Bacon Agency


Keith has more than 30 years of experience in the insurance industry. He graduated Magna Cum Laude with a bachelor's degree in Risk Management-Insurance from FSU's College of Business, where he now serves as an adjunct professor.


Thomas Wetzel Related Seminars and Products

Thomas H. Wetzel and Associates


Tom Wetzel began his career with the Insurance Information Institute and led a state association of companies. Then, working with several major public relations agencies, he developed campaigns for insurers and associations, including the Society of CPCU.


Tom is a frequent contributor to major insurance publications and was the social media columnist for Rough Notes. He currently writes a column called “Tech Talk” in the Insurance Journal. His blog, “The Good Risk;” moderator of the Facebook group “Social Media Management for Insurance Industry;” and membership in the Insurance Marketing & Communications Association keep him current with insurance agents and companies. An in-demand speaker, he has conducted numerous workshops, presentations, and webinars for agent and carrier groups.


Jeff Odom's Profile

Jeff Odom Related Seminars and Products

Education Instructor & Insurance Analyst

Florida Association of Insurance Agents


Jeff graduated from FSU in 1988 and began his insurance career as both a general lines and life and health insurance agent with an independent insurance agency. He moved to the education side of insurance by taking a position with the Department of Financial Services (formerly Department of Insurance), working in the continuing education section. Jeff spent his last four years there the administrator of Continuing Education. At FAIA, Jeff's duties include writing, updating, and revising FAIA's Florida Insurance Research Library, and teaching.


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