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Featured Speakers

TUESDAY, NOV 10

GENERAL SESSION: Calling BS on Busy
PRESENTED BY:  Andrew Mellen, The Most Organized Man in America 2020 Andrew Mellen.jpg
Andrew Mellen is a keynote speaker, coach, productivity and organizational expert, and the #1 best-selling author of Unstuff Your Life! and The Most Organized Man in America’s Guide to Moving.

Andrew has helped more than 100,000 people and businesses worldwide to remove physical and time clutter so they regain time for the things that matter. He likes to say, ‘Give me two hours once and I’ll give you an hour back every day for the rest of your life.’

A sought-after authority on productivity and organizing, Andrew's addressed audiences from TEDx, YPO, and Dwell on Design to The Great British Business Show, Seattle Interactive, ICF Converge, and BlogHer.  Corporate clients include the NY Mets baseball franchise, American Express, NetApp,  Genentech, Goldman Sachs, Metropolitan Museum of Art, Nationwide Insurance, Time, Inc., and the US Depts. of Education and Homeland Security.

The media has dubbed Andrew “The Most Organized Man in America.”   He has written for and/or appeared everywhere from The Wall Street Journal, The New York Times and Fast Company to CBS Sunday Morning, HGTV and NPR.

He hosts the popular podcast, Unstuff America! On iTunes. He leads workshops and speaks internationally while maintaining a private practice coaching clients ranging from Fortune 100 companies, trade associations and non-profits to CEOs, HNW individuals, award-winning filmmakers and authors, as well as overwhelmed entrepreneurs and solopreneurs everywhere.


CE SESSION: Intentional Leadership: Engaging Virtual Employees
PRESENTED BY:    Cheryl Koch, CPCU, CIC, ARM, AAI, API, AAM, AIM, AIS, ARP, AINS, ACSR, FIS; President/CEO, Agency Management Resource Group

cheryl-6504new.jpg Cheryl Koch has been in the insurance industry for a very long time.  She has served in nearly every capacity in an independent agency.  She now devotes her time to agency management consulting, training and speaking at industry functions throughout the country.  She is the President and CEO of Agency Management Resource Group located in Lincoln, Calif.  Cheryl consults on marketing and sales, sales management, agency operations, automation, and strategic planning.

Cheryl is also a devotee of lifelong learning and has earned a number of insurance industry professional designations. It is AFIS (Agribusiness and Farm Insurance Specialist) of which she is most proud, having created it along with the late Dr. Emmett J. Vaughan.  

Cheryl has a Bachelor’s degree in Economics from UCLA and an MBA from Sacramento State University, where she served as a faculty member in their Risk Management and Insurance program for many years.  She has also served as President of the Sacramento Chapter of CPCU and was on the CPCU Society’s Board of Governors for three years.
Cheryl serves as a volunteer member of the Independent Insurance Agents and Brokers of America Virtual University “Ask An Expert” panel.  She is also a member of the Society of Insurance Trainers and Educators (SITE) and the Society of CPCU.

When she’s not busy with her insurance activities, Cheryl enjoys spending time at baseball games, and has been to nearly every major league ballpark.  She is a lifelong Chicago Cubs fan, which should explain a lot about her.  


THURSday, NOV 12

Director of Insurance Update

PRESENTED BY:   SC Insurance Director Ray Farmer, SC Dept. of Insurance

Farmer.jpgRay Farmer was appointed by Gov. Nikki Haley to serve as Director for the South Carolina Department of Insurance on Nov. 13, 2012. With more than 33 years’ experience, Farmer served as the Deputy Insurance Commissioner of the Enforcement Division for the Georgia Department of Insurance and more recently Vice President for the American Insurance Association.

Farmer was named the IIABSC Industry Person of the Year in 2014 for the Department’s support of the benefits independent insurance agents bring to consumers. In 2012, he was awarded the Herman Hass Award by the Independent Insurance Agents of Georgia and a Presidential Citation for Outstanding Service to the insurance industry from the Professional Insurance Agents of Georgia.




CLOSING SESSION: E&O Issues for the Virtual Office

PRESENTED BY: Richard F. Lund, JD, Vice President, Senior Underwriter, Swiss Re Corporate Solutions
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Richard Lund is a Senior Underwriter in the Independent Insurance Agents Errors and Omissions Program (IIP) of Swiss Re.  Richard is responsible for underwriting E&O business in Iowa, Tennessee and Texas.  In addition to his underwriting duties, Richard is the E&O Risk Management Coordinator and oversees loss control and risk management for the IIP. He works closely with IIABA and state associations to develop, implement and promote ongoing risk management efforts for independent agents.   He has also authored numerous insurance agents E&O articles and presented loss control and risk management seminars, webinars and podcasts across the United States.

Richard has been with Swiss Re since June 2006.  He originally began with Employers Reinsurance Company (ERC) in 1992 as a claims counsel in the IIP claims department and continued there until 2001 when he went to work for the National Association of Insurance Commissioners.  As an attorney in the general counsel’s office, he handled legislative research and drafting, contract negotiations, and human resource issues. Richard returned to the former GE Insurance Solutions in 2003 in his current role.  

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Virtual Annual Convention
November 10 - 12, 2020