Skip Ribbon Commands
Skip to main content
None

Agenda

**this page is being updated as 2026 information becomes available**

Wednesday, March 25, 2026

7:30AM                                                 Early Bird Registration Opens 

8:3- 10:30 AM                                 Exhibitor Set-up 
Columbia AB- Upper Level 

8:00- 11:00 AM                                 EARLY BIRD CE SESSION:     Approved for 2 hours P&C and L&H CE

Columbia CUpper Level           SPEAKER: Tom Wetzel "Your Agency's Supply Chain - The Cybercriminals Playground"  

 When the Internet first started, it was decentralized but now has consolidated in the extreme. The October, 2025 AWS outage that took down millions of websites proves just how interconnected and exposed we all are.  The smallest digital breadcrumbs in an agency can be used to steal identities to gain access to vendors or just to sell on the dark web.  Criminals are also rapidly developing tactics to attack Chat GPT and other language models such as prompt injection and data poisoning.   This course will cover all the cyber threats in detail, how AI supercharges criminal activity and outline the actions agencies must take to fight back.

Wetzel Photo (002).jpg 

Tom Wetzel, a respected insurance industry veteran and champion for independent agents, has helped hundreds of agencies navigate the digital marketplace.  His latest centers of attention are artificial intelligence and cybercrime and the steps agencies must take to protect both themselves and their clients. He created a cyber risk assessment tailored specifically for independent insurance agents and helps agents strengthen their cyber defenses to meet the latest threats.  He has created five CE-approved courses about cybercrime and artificial intelligence and has spoken to overflow crowds at Big I conventions and Young Agents conferences from coast to coast.     

Wetzel started his career with the Insurance Information Institute, headed a state association of insurers and developed campaigns for insurers, brokers and associations, including the Society of CPCU.  He founded his firm in 2000 and had regular columns in Rough Notes and the Insurance Journal.  He is a longtime member of the Insurance Marketing & Communications Association and served on its board for six years. He also serves on the faculty of the Academy of Insurance.  

11:00 AM  5:30 PM                    Exhibit Hall Open 

Columbia AB- Upper Level 

11:00 AM – 12:30 PM
                  Networking Lunch with Exhibitors 
Columbia AB- Upper Level 

 12:30 PM 2:15 PM                     GENERAL CE SESSION: Filed for ____CE
 Columbia C- Upper Level            SPEAKER: Casey Nelson - "AI Automation ROI Examples"

Technology does not create efficiency. Architecture does.

In this session, Casey Nelson demonstrates how disconnected systems silently cost agencies thousands of hours per year  and how simple integrations can restore capacity without adding staff. Through real-world examples and clear ROI charts, you'll see how automated call documentation, streamlined data intake, structured lead flow, renewal triggers, and task automation transform the agency front door from chaos into a scalable blueprint.

This presentation is grounded, practical, and numbers-based. You'll leave understanding not just what AI can do, but where automation must exist first.


Casey Nelson Headshot.jpg 

Casey Nelson is a dynamic professional with a unique background. Casey spent nine years as a high school teacher and coach before diving into the insurance world in 2015. Since then, he's served as COO of a successful agency and even managed a roofing company. In 2021, he founded StakWise, where he brings his passion for teaching, technology, and sports together to help independent agents optimize their operations through data automation. 

 Casey is equal parts teacher, nerd, sports fan, and all-around relatable guy. His mission is to empower agencies to leverage their technology in a way that's both effective and easy to understand.


                                                                       IIABSC Foundation- Scholarship Winners Announced 

2:15 PM – 2:45 PM                         Afternoon Break with Exhibitors 

Columbia AB- Upper Level 

 2:45 PM - 4:00PM                          INDUSTRY ISSUES CE SESSION:  Filed for ____CE
Columbia C- Upper Level             Hear from those "in the know" about state and federal insurance issues including tort reform and liquor liability.
                                                                    
                                                                     SPEAKER(S)
: Director, Michael Wise   Lobbyist: Brian Flynn and Amber Barnes
                                                           

4:00PM - 5:30 PM                             Exhibitor Appreciation Reception  
Columbia AB- Upper Level 

5:30 PM                                                   Exhibitor Booth Tear Down 
Columbia AB- Upper Level 



Thursday, March 26, 2026

7:45 - 8:15am                                     Check-In for Pre-Registered Attendees

Carolina Room Pre-function -  Lower Level

8:00 - 8:30 am                                     Grab & Go Breakfast

Carolina Room - Lower Level  

8:15am - 11:15 am                           CLOSING CE SESSION: Filed for ____CE
Carolina Room - Lower Level        
SPEAKER: Casey Nelson - "Process Development: Building SOP's for Sales, Services, and Renewals"

Most agencies aren't struggling because of effort. They're struggling because their processes live in people's heads instead of on paper.

In this hands-on, three-hour workshop, you'll evaluate (or build from scratch) your agency's Sales, Service, and Renewal workflows. You'll determine what's working, uncover hidden gaps, and build clearer, stronger standard operating procedures you can actually use.

This is not a lecture. It's a working session.

Bring printed copies of your current SOPs. You'll review them in real time, compare them with peers, and walk away with a sharper, more scalable version of how your agency operates. If you don't have SOPs yet, you'll build them here.

If you want calmer teams, clearer accountability, and processes that support growth instead of slowing it down, this workshop is for you.



IIABSC-SpringConf2025-Round-500.png


DRESS CODE
 Business Casual Attire

CONFERENCE SPONSORS
Our Palmetto Partners sponsor our events and conferences throughout the year. VIEW FULL LIST OF PALMETTO PARTNERS