Wednesday, November 4

1:00pm-4:00pm

E&O Risk Management Course with Rick Pitts

3 hours CE

3 National Alliance designation update credits

Course qualifies towards discount on Big I KY E&O policy

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Thursday, November 5

9:15am-10:30am

Preparing for an AI-driven future with Dale Steinke

1 hour CE

1 National Alliance designation update credit

This session explores how artificial intelligence is showing up across independent insurance agencies today. Participants will gain a practical understanding of AI literacy, how AI is embedded in everyday agency systems, and how agencies can adopt AI intentionally and responsibly. The course connects the current AI moment to prior technology shifts, highlights real-world agency use cases across operations, sales, service, renewals, and staffing, and provides guidance on risk management, data privacy, and AI usage policies. Attendees will leave with a clearer framework for evaluating AI tools, identifying opportunities, and setting guardrails to support compliant and effective adoption.

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Thursday, November 5

10:45am-12:00pm

Hands-on AI Workshop: Build, Test & Improve How You Work With AI with Dale Steinke

1 hour CE

1 National Alliance designation update credit

Everyone is talking about AI. Few people know how to get consistently better results from it. In this interactive workshop, you’ll learn prompting techniques that turn tools like ChatGPT, Claude, Gemini, and Copilot into more reliable productivity partners.

You’ll leave with a practical prompting framework, a collection of ready-to-use prompts, and the confidence to apply AI to real business challenges. Bring a laptop or phone and be prepared to practice.

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Friday, November 6

10:00am-1:00pm

Ethics in Insurance with Rick Pitts

3 hours CE

3 National Alliance designation update credits

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