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ABCs of Applied Benefits Designer (8889)
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Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Systems Presenter###Solution Specialist###Applied Systems###
Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ Dan Morrill – Applied Systems ### 1719318###Applied Systems Representative###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Systems Representative: Dan Morrill – Applied Systems
### 8889
An In-Depth Look at Direct Bill Reconciliations (8796)
Favorite

Penny Ploski (she/her/hers) – Applied Systems ### 1719432###Applied Systems Presenter###Principal Product Owner - Epic Accounting###Applied Systems###
Applied Systems Presenter: Penny Ploski (she/her/hers) – Applied Systems
### she/her/hers @@@ John Hartigan (he/him/his) – Applied Systems, Inc. ### 1719427###Applied Systems Presenter###Product Manager, Epic Accounting###Applied Systems, Inc.###
Applied Systems Presenter: John Hartigan (he/him/his) – Applied Systems, Inc.
### he/him/his 8796
An Overview of Tarmika and What It Can Do for Your Agency (8950)
Favorite

Lauren Emmons – Applied Systems ### 1791597###Applied Systems Presenter###Director of Product###Applied Systems###
Applied Systems Presenter: Lauren Emmons – Applied Systems
### @@@ Heather Rahman – Tarmika - Applied Systems ### 2045793###Applied Systems Representative###Manager, Platform Sales ###Tarmika - Applied Systems###
Applied Systems Representative: Heather Rahman – Tarmika - Applied Systems
### 8950
Announcing the NEW blueButler GPT co-pilot empowered by OpenAI that automates Activity Creation in your AMS and your documentation processes (9000)
Favorite

John McDonald – blueC 802 Inc ### 1741330###Presenter###CTO###blueC 802 Inc###
Presenter: John McDonald – blueC 802 Inc
### 9000
Applied Epic Certificates of Insurance – Part 1 (8641)
Favorite

Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Program Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Heather Starr (she/her/hers) – Alliant Insurance Services, Inc. ### 2057744###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Heather Starr (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers 8641
Applied Epic Certificates of Insurance – Part 2 (8642)
Favorite

Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Program Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Heather Starr (she/her/hers) – Alliant Insurance Services, Inc. ### 2057744###Presenter###Project Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Heather Starr (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers 8642
Applied Epic Efficiencies for Accounting Workflows (8798)
Favorite

Stacey Tipton Gelyon – Applied Systems, Inc. ### 2045752###Applied Systems Presenter###Associate Product Manager###Applied Systems, Inc.###
Applied Systems Presenter: Stacey Tipton Gelyon – Applied Systems, Inc.
### @@@ Penny Ploski (she/her/hers) – Applied Systems ### 1719432###Applied Systems Representative###Principal Product Owner - Epic Accounting###Applied Systems###
Applied Systems Representative: Penny Ploski (she/her/hers) – Applied Systems
### she/her/hers 8798
Applied Epic Evidence of Insurance (8651)
Favorite

Jayme Moreno – Alliant Insurance Services Inc ### 1680240###Presenter###Training Specialist Lead###Alliant Insurance Services Inc###
Presenter: Jayme Moreno – Alliant Insurance Services Inc
### 8651
Applied Epic Marketing Module – Part 1 (Advanced) (8650)
Favorite

Donna Whittenburg – Trimble-Batjer Insurance Associates, LLP ### 1719359###Presenter###Marketing & Business Technology Specialist###Trimble-Batjer Insurance Associates, LLP###
Presenter: Donna Whittenburg – Trimble-Batjer Insurance Associates, LLP
### @@@ Lana J. Mawhinney – PCF/Universal Business Insurance Services ### 1719393###Presenter###Director of Operations###PCF/Universal Business Insurance Services###
Presenter: Lana J. Mawhinney – PCF/Universal Business Insurance Services
### 8650
Applied Epic Marketing Module – Part 2 (Advanced) (8973)
Favorite

Donna Whittenburg – Trimble-Batjer Insurance Associates, LLP ### 1719359###Presenter###Marketing & Business Technology Specialist###Trimble-Batjer Insurance Associates, LLP###
Presenter: Donna Whittenburg – Trimble-Batjer Insurance Associates, LLP
### @@@ Lana J. Mawhinney – PCF/Universal Business Insurance Services ### 1719393###Presenter###Director of Operations###PCF/Universal Business Insurance Services###
Presenter: Lana J. Mawhinney – PCF/Universal Business Insurance Services
### 8973
Applied Epic Marketing Module Lite (8662)
Favorite

Susan Daigle (she/her/hers) – Acrisure LLC ### 1948966###Presenter###Manager, Epic Training###Acrisure LLC###
Presenter: Susan Daigle (she/her/hers) – Acrisure LLC
### she/her/hers 8662
Applied Epic New Features and Future Roadmap (8895)
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Sajjad Ahmed – Applied Systems ### 2045753###Applied Systems Presenter###VP, Product Management - Core Epic###Applied Systems###
Applied Systems Presenter: Sajjad Ahmed – Applied Systems
### @@@ Catherine Shertenlieb (she/her/hers) – Applied Systems ### 1806530###Applied Systems Representative###Senior Solution Consultant###Applied Systems###
Applied Systems Representative: Catherine Shertenlieb (she/her/hers) – Applied Systems
### she/her/hers @@@ Matt Lane ### 2128428###Applied Systems Presenter#########
Applied Systems Presenter: Matt Lane
### 8895
Applied Epic New Features and Future Roadmap (Repeat) (8896)
Favorite

Catherine Shertenlieb (she/her/hers) – Applied Systems ### 1806530###Applied Systems Representative###Senior Solution Consultant###Applied Systems###
Applied Systems Representative: Catherine Shertenlieb (she/her/hers) – Applied Systems
### she/her/hers @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Systems Presenter###VP, Product Management - Core Epic###Applied Systems###
Applied Systems Presenter: Sajjad Ahmed – Applied Systems
### 8896
Applied Epic New Features and Future Roadmap (Repeat) (9014)
Favorite

Catherine Shertenlieb (she/her/hers) – Applied Systems ### 1806530###Applied Systems Representative###Senior Solution Consultant###Applied Systems###
Applied Systems Representative: Catherine Shertenlieb (she/her/hers) – Applied Systems
### she/her/hers @@@ Sajjad Ahmed – Applied Systems ### 2045753###Applied Systems Presenter###VP, Product Management - Core Epic###Applied Systems###
Applied Systems Presenter: Sajjad Ahmed – Applied Systems
### @@@ Matt Lane ### 2128428###Applied Systems Presenter#########
Applied Systems Presenter: Matt Lane
### 9014
Applied Epic Tips and Techniques – Part 1 – Servicing (8656)
Favorite

Maureen Boeing (she/her/hers) – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC ###
Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting LLC
### she/her/hers @@@ Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency, LLC ### 1680239###Presenter###Principal###Oakbridge Insurance Agency, LLC###
Presenter: Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency, LLC
### she/her/hers 8656
Applied Epic Tips and Techniques – Part 2 – Administration (8657)
Favorite

Maureen Boeing (she/her/hers) – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC ###
Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting LLC
### she/her/hers @@@ Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency, LLC ### 1680239###Presenter###Principal###Oakbridge Insurance Agency, LLC###
Presenter: Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency, LLC
### she/her/hers 8657
Applied Epic Tips and Techniques – Part 3 – Accounting (8658)
Favorite

Maureen Boeing (she/her/hers) – Maureen Boeing Consulting LLC ### 1680254###Presenter###Epic Consultant and Owner###Maureen Boeing Consulting LLC ###
Presenter: Maureen Boeing (she/her/hers) – Maureen Boeing Consulting LLC
### she/her/hers @@@ Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency, LLC ### 1680239###Presenter###Principal###Oakbridge Insurance Agency, LLC###
Presenter: Sherry Burrell (she/her/hers) – Oakbridge Insurance Agency, LLC
### she/her/hers 8658
Applied Net Migration Program (Complimentary, Registration Required)
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Applied Pay Roadmap (8799)
Favorite

Nash Qadri (he/him/his) – Applied Systems Inc. ### 2045773###Applied Systems Presenter###VP Product Management & Development###Applied Systems Inc.###
Applied Systems Presenter: Nash Qadri (he/him/his) – Applied Systems Inc.
### he/him/his 8799
Applied TAM Sales Process and Next Steps (8801)
Favorite

Owen Hayes – Applied Systems ### 2045794###Applied Systems Presenter###Director - Sales ###Applied Systems ###
Applied Systems Presenter: Owen Hayes – Applied Systems
### 8801
B
Benefits Commission Agreements, Transactions and Revenue Tracking in Applied Epic (8802)
Favorite

Susan A. Weiner (she/her/hers) – Applied Systems, Inc. ### 1719356###Applied Systems Presenter###Sr. Customer Advocate Manager###Applied Systems, Inc.###
Applied Systems Presenter: Susan A. Weiner (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Applied Systems Presenter###Sr. Implementation Specialist - Applied Pay###Applied Systems###
Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his 8802
Best Practices for Benefits Data Entry in Applied Epic (8808)
Favorite

Randy Yue – Applied Systems ### 2045757###Applied Systems Presenter###Operations Consultant, Employee Benefits###Applied Systems###
Applied Systems Presenter: Randy Yue – Applied Systems
### @@@ Melissa Schultz – Hausmann Group ### 2037784###Presenter###Senior Employee Benefits Client Manager###Hausmann Group###
Presenter: Melissa Schultz – Hausmann Group
### @@@ Kim McDonald – Applied Systems ### 1719314###Applied Systems Representative###Senior Product Instructor, Activation Services###Applied Systems###
Applied Systems Representative: Kim McDonald – Applied Systems
### 8808
Best Practices for Managing Certificates of Insurance in EZLynx (8917)
Favorite

Janie Turner, CIC, CISR, ACSR – EZLynx ### 1719354###Applied Systems Presenter###Subject Matter Expert###EZLynx###
Applied Systems Presenter: Janie Turner, CIC, CISR, ACSR – EZLynx
### @@@ Cortney Potts – EZLynx ### 1719333###Applied Systems Representative###Business Analyst###EZLynx###
Applied Systems Representative: Cortney Potts – EZLynx
### @@@ Jennifer Cornejo (she/her/hers) – Compass Insurance Group, LLC ### 2045516###Presenter###Owner ###Compass Insurance Group, LLC ###
Presenter: Jennifer Cornejo (she/her/hers) – Compass Insurance Group, LLC
### she/her/hers 8917
Best Practices for Managing Commercial Lines Workflows in EZLynx (8918)
Favorite

Janie Turner, CIC, CISR, ACSR – EZLynx ### 1719354###Applied Systems Presenter###Subject Matter Expert###EZLynx###
Applied Systems Presenter: Janie Turner, CIC, CISR, ACSR – EZLynx
### @@@ Ajay Gupta – Gupta Insurance and Financial Services ### 2045519###Presenter###Agency Owner###Gupta Insurance and Financial Services ###
Presenter: Ajay Gupta – Gupta Insurance and Financial Services
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Systems Representative###Business Analyst I###EZLynx###
Applied Systems Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 8918
Best Practices for Managing Personal Lines Policies in EZLynx (8900)
Favorite

Janie Turner, CIC, CISR, ACSR – EZLynx ### 1719354###Applied Systems Presenter###Subject Matter Expert###EZLynx###
Applied Systems Presenter: Janie Turner, CIC, CISR, ACSR – EZLynx
### @@@ Awad Alnawayseh – EZLynx ### 1722740###Applied Systems Representative###Business Analyst I###EZLynx###
Applied Systems Representative: Awad Alnawayseh – EZLynx
### 8900
Best Practices for Managing Your Agency's Premium Trust in EZLynx (8878)
Favorite

Cecily Kemp – Applied Systems ### 1719299###Applied Systems Presenter###Business Analyst I###Applied Systems###
Applied Systems Presenter: Cecily Kemp – Applied Systems
### @@@ Brenna Johnson – Applied Systems, EZLynx ### 1722739###Applied Systems Representative###Vice President Product Management, EZLynx###Applied Systems, EZLynx###
Applied Systems Representative: Brenna Johnson – Applied Systems, EZLynx
### 8878
Building a Training Strategy that Supports a Culture of Learning (8678)
Favorite

Kelsie Hoehne – TRICOR Insurance LLC ### 1948964###Presenter###Manager, Quality Assurance and Agency Training###TRICOR Insurance LLC###
Presenter: Kelsie Hoehne – TRICOR Insurance LLC
### 8678
C
Canadian Marketplace Update and Reception (8904)
Favorite

Steve Whitelaw – Applied Systems, Inc. ### 1730334###Applied Systems Presenter###Senior Vice President & General Manager, Canada###Applied Systems, Inc.###
Applied Systems Presenter: Steve Whitelaw – Applied Systems, Inc.
### @@@ William Ma – Applied Systems Canada ### 1719311###Applied Systems Presenter###VP of Product Management and Innovation###Applied Systems Canada###
Applied Systems Presenter: William Ma – Applied Systems Canada
### 8904
CE Class: Analyzing Cyber Liability (2 CE hours) *Additional Ticket Purchase Required
Favorite
CE Class: Certificates of Insurance and Additional Insureds (3 CE hours) *Additional Ticket Purchase Required
Favorite
CE Class: Commercial Casualty Q&A (2 CE hours) *Additional Ticket Purchase Required
Favorite
Cleaning Up and Balancing Premium Payables in Applied Epic (8687)
Favorite

Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers 8687
Client Contracts in Applied Epic (8643)
Favorite

Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Program Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers 8643
Commercial Quoting Capabilities of EZLynx Submission Center (8906)
Favorite

Carlo Ferrara – StreetSmart Insurance ### 1719278###Presenter###Chief Operations Officer###StreetSmart Insurance###
Presenter: Carlo Ferrara – StreetSmart Insurance
### @@@ Andrea Vollans – Applied Systems ### 1719344###Applied Systems Presenter###Solution Consultant###Applied Systems###
Applied Systems Presenter: Andrea Vollans – Applied Systems
### @@@ Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Applied Systems Representative###Product Manager - EZLynx###Applied Systems, Inc.###
Applied Systems Representative: Michael Rabinowitz – Applied Systems, Inc.
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Systems Representative###Business Analyst I###EZLynx###
Applied Systems Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 8906
Configuring Attachment Templates for Standardized Communications (8655)
Favorite

Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners ### 1719345###Presenter###Business Systems Administrator###Baldwin Risk Partners###
Presenter: Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners
### she/her/hers @@@ Jennifer Tindall (she/her/hers) – Applied Systems, Inc. ### 1719412###Applied Systems Representative###Lead Solution Specialist###Applied Systems, Inc. ###
Applied Systems Representative: Jennifer Tindall (she/her/hers) – Applied Systems, Inc.
### she/her/hers 8655
Configuring Download in Applied Epic (8805)
Favorite

Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC ### 1719384###Presenter###System Administrator / Private Client Account Manager###Arthur J Gallagher Risk Management LLC###
Presenter: Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC
### she/her/hers @@@ Paolina Testa (she/her/hers) – Applied Systems ### 2045764###Applied Systems Presenter###Sr. Implementation Specialist - Accounting & Interface###Applied Systems###
Applied Systems Presenter: Paolina Testa (she/her/hers) – Applied Systems
### she/her/hers @@@ Celia Cauthen (she/her/hers) – Applied Systems ### 1719260###Applied Systems Representative###Sr. Implementation Specialist -Interface###Applied Systems###
Applied Systems Representative: Celia Cauthen (she/her/hers) – Applied Systems
### she/her/hers 8805
Configuring Download in Applied Epic (Repeat) (8806)
Favorite

Marius Dinca (he/him/his) – LMBF / AssurUni ### 2037314###Presenter###VP Commercial Lines ###LMBF / AssurUni###
Presenter: Marius Dinca (he/him/his) – LMBF / AssurUni
### he/him/his @@@ Marie Habib (she/her/hers) – LMBF Insurance ### 2133405###Presenter###Director of IT Business Solutions and Support Services###LMBF Insurance ###
Presenter: Marie Habib (she/her/hers) – LMBF Insurance
### she/her/hers @@@ Paolina Testa (she/her/hers) – Applied Systems ### 2045764###Applied Systems Presenter###Sr. Implementation Specialist - Accounting & Interface###Applied Systems###
Applied Systems Presenter: Paolina Testa (she/her/hers) – Applied Systems
### she/her/hers 8806
Creating Benefits Guides Using New Applied Epic Benefits Forms (8807)
Favorite

Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Systems Presenter###Lead Insurance Operations Consultant###Applied Systems###
Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Randy Yue – Applied Systems ### 2045757###Applied Systems Presenter###Operations Consultant, Employee Benefits###Applied Systems###
Applied Systems Presenter: Randy Yue – Applied Systems
### 8807
Customizing Layouts for Applied Epic Reports (Advanced) (8949)
Favorite

Kim McDonald – Applied Systems ### 1719314###Applied Systems Presenter###Senior Product Instructor, Activation Services###Applied Systems###
Applied Systems Presenter: Kim McDonald – Applied Systems
### 8949
D
Deep Dive Into EZLynx Automation Center (8879)
Favorite

Ryan Beukema – EZLynx ### 1719248###Applied Systems Presenter###Director, Business Analyst###EZLynx ###
Applied Systems Presenter: Ryan Beukema – EZLynx
### @@@ Beaux Pilgrim (he/him/his) – Reed Insurance ### 2045515###Presenter###Agency Owner###Reed Insurance###
Presenter: Beaux Pilgrim (he/him/his) – Reed Insurance
### he/him/his @@@ Awad Alnawayseh – EZLynx ### 1722740###Applied Systems Representative###Business Analyst I###EZLynx###
Applied Systems Representative: Awad Alnawayseh – EZLynx
### 8879
Determine If Applied Epic or EZlynx Is the Right Fit for You (8811)
Favorite

Caitlin Evans (she/her/hers) – Applied Systems, Inc. ### 1752595###Applied Systems Presenter###Senior Solution Consultant###Applied Systems, Inc.###
Applied Systems Presenter: Caitlin Evans (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Kara Wood – Applied Systems ### 1719362###Applied Systems Presenter###Solution Consultant###Applied Systems ###
Applied Systems Presenter: Kara Wood – Applied Systems
### @@@ Owen Hayes – Applied Systems ### 2045794###Applied Systems Representative###Director - Sales ###Applied Systems ###
Applied Systems Representative: Owen Hayes – Applied Systems
### 8811
Developing and Investing in Your Technology Roadmap (8909)
Favorite

Adam Atwell – Kite Technology Group ### 1680283###Presenter###Microsoft MVP, Cloud Solutions Architect###Kite Technology Group###
Presenter: Adam Atwell – Kite Technology Group
### 8909
Developing Training Videos Using Your Smartphone (8660)
Favorite

Joseph M. McFadden – Alliant Insurance Services, Inc. ### 1680279###Presenter###Instructional Design Lead###Alliant Insurance Services, Inc.###
Presenter: Joseph M. McFadden – Alliant Insurance Services, Inc.
### 8660
Discover the Future of Insurance Agency Operations (9004)
Favorite

Mark Rogers – Eleviant CTG + Milliken Agency Services ### 2075442###Presenter###Managing Director, Head of Global Product Sales###Eleviant CTG + Milliken Agency Services###
Presenter: Mark Rogers – Eleviant CTG + Milliken Agency Services
### @@@ Gary Milliken ### 2075443###Presenter#########
Presenter: Gary Milliken
### @@@ Matt Milliken ### 2075444###Presenter#########
Presenter: Matt Milliken
### 9004
Diversity, Equity, Inclusion and Belonging for Success and Well Being (8809)
Favorite

Tarra Seawright – Applied Systems ### 2045765###Applied Systems Presenter###Sr. Diversity & Inclusion Manager###Applied Systems###
Applied Systems Presenter: Tarra Seawright – Applied Systems
### @@@ Aaisha Hamid (she/her/hers) – Alliant Insurance Services ### 1748396###Presenter###AVP, DE&I Manager###Alliant Insurance Services###
Presenter: Aaisha Hamid (she/her/hers) – Alliant Insurance Services
### she/her/hers 8809
E
Emerging Leaders Pre-Conference Program *Additional Ticket Purchase Required
Favorite
End-to-End Quoting Experience in EZLynx Rating Engine (8910)
Favorite

Chris Spano – Applied Systems, Inc. ### 1719346###Applied Systems Presenter###Senior Solution Consultant###Applied Systems, Inc.###
Applied Systems Presenter: Chris Spano – Applied Systems, Inc.
### @@@ Ashok Reddy – Applied Systems ### 1719402###Applied Systems Representative###Product Manager###Applied Systems###
Applied Systems Representative: Ashok Reddy – Applied Systems
### 8910
Entering Policies in Applied Epic for Efficiency and Reporting (8644)
Favorite

Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc. ### 1680238###Presenter###Program Manager - IT###Alliant Insurance Services, Inc.###
Presenter: Brenda Nevil (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers 8644
Everything You Need to Know About Implementing the Applied Epic Agency Management System (8797)
Favorite

Ro Olguin – Applied Systems, Inc. ### 1719325###Applied Systems Representative###Senior Manager, Activation Services###Applied Systems, Inc.###
Applied Systems Representative: Ro Olguin – Applied Systems, Inc.
### @@@ Bill Ellingboe – Applied Systems ### 2077215###Applied Systems Presenter###Senior Manager, Activation Services###Applied Systems###
Applied Systems Presenter: Bill Ellingboe – Applied Systems
### @@@ Michelle D'Argenio – Activation Services / Applied Systems ### 2077216###Applied Systems Presenter###Manager###Activation Services / Applied Systems###
Applied Systems Presenter: Michelle D'Argenio – Activation Services / Applied Systems
### 8797
Everything You Need to Know About Implementing the EZLynx Agency Management System (8998)
Favorite

Kim Dudek – Applied Systems ### 1744711###Applied Systems Presenter###Director, Activation Services###Applied Systems###
Applied Systems Presenter: Kim Dudek – Applied Systems
### @@@ Nathan Walker – EZLynx ### 1744715###Applied Systems Presenter###Sr. Data Conversion Manager###EZLynx###
Applied Systems Presenter: Nathan Walker – EZLynx
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Systems Representative###Director###Applied Systems###
Applied Systems Representative: Joy Jack – Applied Systems
### 8998
Exceeding Customer Expectations with Applied CSR24 and Applied Mobile (8912)
Favorite

Daniel Horn – Rollo Insurance Group ### 2037307###Presenter###IT Director###Rollo Insurance Group###
Presenter: Daniel Horn – Rollo Insurance Group
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Presenter###Senior Implementation Specialist###Applied Systems###
Applied Systems Presenter: Rebecca Michelau – Applied Systems
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Systems Representative###Sr. Implementation Specialist###Applied Systems###
Applied Systems Representative: Matt Duggan – Applied Systems
### 8912
Expert Panel - Hear from Agencies That Have Migrated to a New Management System (8842)
Favorite

Maranda Heck (she/her/hers) – Applied Systems ### 1719440###Applied Systems Moderator###Director, Activation Services###Applied Systems###
Applied Systems Moderator: Maranda Heck (she/her/hers) – Applied Systems
### she/her/hers @@@ Brian D. Bartosh – Spire America Holdings, Inc. ### 1719245###Panelist###President###Spire America Holdings, Inc.###
Panelist: Brian D. Bartosh – Spire America Holdings, Inc.
### @@@ Daneille Caggiano ### 2169741###Panelist#########
Panelist: Daneille Caggiano
### @@@ Sandy Imhoff ### 2169744###Panelist#########
Panelist: Sandy Imhoff
### 8842
Expert Panel: Adjusting to the New Release Cycle for Applied Epic (8837)
Favorite

Collin Passman – Acrisure LLC ### 1680243###Panelist###Platform Integration Manager###Acrisure LLC###
Panelist: Collin Passman – Acrisure LLC
### @@@ Kristin Thelen – Bitonti Insurance Group ### 1719351###Panelist###VP of Operations ###Bitonti Insurance Group ###
Panelist: Kristin Thelen – Bitonti Insurance Group
### @@@ Jackie Foster (she/her/hers) – Acera Insurance ### 2038625###Panelist###Analyst, Business Systems###Acera Insurance###
Panelist: Jackie Foster (she/her/hers) – Acera Insurance
### she/her/hers @@@ Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Applied Systems Moderator###Solution Specialist###Applied Systems, Inc.###
Applied Systems Moderator: Jesse B. Gomez (he/him/his) – Applied Systems, Inc.
### he/him/his 8837
Expert Panel: Agencies’ Experiences Using New Dashboards in Applied Epic (8840)
Favorite

Sandy Oliver (she/her/hers) – Applied Systems ### 1719326###Applied Systems Moderator###Director of Product, Data Products Group###Applied Systems###
Applied Systems Moderator: Sandy Oliver (she/her/hers) – Applied Systems
### she/her/hers @@@ Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc. ### 1719341###Panelist###Executive Vice President-Technology and Strategy###Morrow Insurance Agency, Inc.###
Panelist: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
### he/him/his @@@ LaDonna Lilley ### 2158951###Panelist#########
Panelist: LaDonna Lilley
### @@@ Kyle Wojtysiak – Reliable Agency, Inc. ### 2158953###Panelist###Financial Manager###Reliable Agency, Inc.###
Panelist: Kyle Wojtysiak – Reliable Agency, Inc.
### 8840
Expert Panel: Agencies’ Experiences Using New Dashboards in Applied Epic (Repeat) (8841)
Favorite

Sandy Oliver (she/her/hers) – Applied Systems ### 1719326###Applied Systems Moderator###Director of Product, Data Products Group###Applied Systems###
Applied Systems Moderator: Sandy Oliver (she/her/hers) – Applied Systems
### she/her/hers @@@ LaDonna Lilley ### 2158951###Panelist#########
Panelist: LaDonna Lilley
### @@@ Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc. ### 1719341###Panelist###Executive Vice President-Technology and Strategy###Morrow Insurance Agency, Inc.###
Panelist: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
### he/him/his @@@ Kyle Wojtysiak – Reliable Agency, Inc. ### 2158953###Panelist###Financial Manager###Reliable Agency, Inc.###
Panelist: Kyle Wojtysiak – Reliable Agency, Inc.
### 8841
Expert Panel: Agencies' Experiences with Identity Management (8852)
Favorite

Frank Smith – Applied Systems ### 1773583###Applied Systems Moderator###Sr. Platform Product Manager###Applied Systems###
Applied Systems Moderator: Frank Smith – Applied Systems
### @@@ Shaun T. Lopez – Highstreet Insurance Partners ### 1719308###Panelist###Senior Associate, Epic Systems Integration Senior Associate, Epic Systems Integration Senior Associate, Epic Systems Intergration###Highstreet Insurance Partners###
Panelist: Shaun T. Lopez – Highstreet Insurance Partners
### @@@ Ashley Westmoreland – NFP ### 1719357###Panelist###Workflow & Process Program Director ###NFP###
Panelist: Ashley Westmoreland – NFP
### @@@ Brad Harris – OneGroup ### 2038598###Panelist###SVP Technology###OneGroup###
Panelist: Brad Harris – OneGroup
### @@@ Greg Miller (he/him/his) – Applied Systems, Inc. ### 2045796###Applied Systems Representative###Senior Product Owner###Applied Systems, Inc.###
Applied Systems Representative: Greg Miller (he/him/his) – Applied Systems, Inc.
### he/him/his @@@ Linda Findlay ### 2123575###Panelist#########
Panelist: Linda Findlay
### 8852
Expert Panel: Applied Epic Interface Tips and Tricks You Wished You Would Have Known Earlier (8836)
Favorite

Nancy Nicklow (she/her/hers) – Huff Insurance ### 2037312###Panelist###President###Huff Insurance###
Panelist: Nancy Nicklow (she/her/hers) – Huff Insurance
### she/her/hers @@@ Jacki Fraggis – Arthur J Gallagher Risk Mgmt ### 1719439###Panelist###Director, Agency Mgmt Systems & Carrier Services - GGB Americas###Arthur J Gallagher Risk Mgmt ###
Panelist: Jacki Fraggis – Arthur J Gallagher Risk Mgmt
### @@@ Debra Alt (she/her/hers) – Foundation Risk Partners ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###
Panelist: Debra Alt (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ Tamie J. Weydert, TRICOR (she/her/hers) – TRICOR, LLC ### 1948969###Panelist###Data Download Specialist###TRICOR, LLC###
Panelist: Tamie J. Weydert, TRICOR (she/her/hers) – TRICOR, LLC
### she/her/hers @@@ Scott Ingram – Applied Systems ### 1719293###Applied Systems Moderator###Product Manager - Interface###Applied Systems###
Applied Systems Moderator: Scott Ingram – Applied Systems
### 8836
Expert Panel: Ask Applied Your Employee Benefits Questions (8845)
Favorite

Dan Morrill – Applied Systems ### 1719318###Panelist###Product Manager, Applied Benefits Designer###Applied Systems###
Panelist: Dan Morrill – Applied Systems
### @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Panelist###Solution Specialist###Applied Systems###
Panelist: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ Burt Tower (he/him/his) – Applied Systems ### 1719353###Panelist###Lead Insurance Operations Consultant###Applied Systems###
Panelist: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Tom Lind – Applied Systems ### 1719305###Applied Systems Moderator###Product Manager, Employee Benefits###Applied Systems###
Applied Systems Moderator: Tom Lind – Applied Systems
### 8845
Expert Panel: Ask the Applied CSR24 and Applied Mobile Product Experts (8844)
Favorite

Tom Ives – Applied Systems, Inc. ### 1680264###Panelist###Dir. Product Management###Applied Systems, Inc.###
Panelist: Tom Ives – Applied Systems, Inc.
### @@@ Nathan Hoar – Applied Systems ### 1680274###Panelist###Product Owner###Applied Systems###
Panelist: Nathan Hoar – Applied Systems
### @@@ Paula Webb – Applied Systems ### 1680288###Panelist###Product Owner###Applied Systems###
Panelist: Paula Webb – Applied Systems
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Systems Moderator###Sr. Implementation Specialist###Applied Systems###
Applied Systems Moderator: Matt Duggan – Applied Systems
### 8844
Expert Panel: Attachment Folder Configuration (8846)
Favorite

Wendy Mills – Medical Society of Virginia Insurance Agency ### 1719382###Panelist###Epic Administrator###Medical Society of Virginia Insurance Agency###
Panelist: Wendy Mills – Medical Society of Virginia Insurance Agency
### @@@ Janice Sierra (she/her/hers) – Applied Systems, Inc. ### 2045751###Applied Systems Moderator###Lead Product Instructor###Applied Systems, Inc.###
Applied Systems Moderator: Janice Sierra (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Brenda Lengel – Peoples First Insurance ### 2038590###Panelist###Commercial Lines Senior Account Manager###Peoples First Insurance###
Panelist: Brenda Lengel – Peoples First Insurance
### @@@ Missy Bosch – McKinneyOlson Insurance ### 2037311###Panelist###Director of Risk Placement###McKinneyOlson Insurance###
Panelist: Missy Bosch – McKinneyOlson Insurance
### @@@ Kimberly Champion – Cross Financial Corp ### 2038600###Panelist###Sr. Agency Management System Product Manager###Cross Financial Corp ###
Panelist: Kimberly Champion – Cross Financial Corp
### @@@ Michael Chartier – Applied Systems Canada ### 1719261###Applied Systems Representative###Senior Manager, Activation Services###Applied Systems Canada###
Applied Systems Representative: Michael Chartier – Applied Systems Canada
### 8846
Expert Panel: Commercial Lines and Benefits Clients' Experience Using Applied CSR24 (8869)
Favorite

Stacey Tipton Gelyon – Applied Systems, Inc. ### 2045752###Applied Systems Moderator###Associate Product Manager###Applied Systems, Inc.###
Applied Systems Moderator: Stacey Tipton Gelyon – Applied Systems, Inc.
### @@@ Betsy Cook – NBT Insurance Agency, LLC ### 1719265###Panelist###Business Insurance Department Manager ###NBT Insurance Agency, LLC###
Panelist: Betsy Cook – NBT Insurance Agency, LLC
### @@@ Debra Alt (she/her/hers) – Foundation Risk Partners ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###
Panelist: Debra Alt (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ Becky RiskSOURCE (she/her/hers) – RiskSOURCE ### 1680276###Panelist###Client Relations Manager###RiskSOURCE###
Panelist: Becky RiskSOURCE (she/her/hers) – RiskSOURCE
### she/her/hers @@@ Tom Lind – Applied Systems ### 1719305###Applied Systems Representative###Product Manager, Employee Benefits###Applied Systems###
Applied Systems Representative: Tom Lind – Applied Systems
### 8869
Expert Panel: DEI in the Workplace: Building Employee Resource Groups with a State of Curiosity (9012)
Favorite

Roxy Sora ### 2116467###Panelist#########
Panelist: Roxy Sora
### @@@ Tarra Seawright – Applied Systems ### 2045765###Panelist###Sr. Diversity & Inclusion Manager###Applied Systems###
Panelist: Tarra Seawright – Applied Systems
### @@@ Marissa Rutkowski (she/her/hers) – Applied Systems, Inc. ### 2116468###Moderator###Sr. Business Solutions Director | DIB Global Council Member | IndispensAbility Community of Interest Co-Chair###Applied Systems, Inc.###
Moderator: Marissa Rutkowski (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Erika Moore (she/her/hers) – Applied Systems, Inc. ### 2045785###Panelist###Product Owner - Communication Management###Applied Systems, Inc. ###
Panelist: Erika Moore (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Joeveta Saul (she/her/hers) – Black at Applied (Applied Systems) ### 2116469###Panelist###Associate Manager, Support |Black at Applied Community of Interest Co-Chair###Black at Applied (Applied Systems)###
Panelist: Joeveta Saul (she/her/hers) – Black at Applied (Applied Systems)
### she/her/hers 9012
Expert Panel: Emerging Technology Trends for the Modern Agency (8967)
Favorite

Jim Knecht – Applied Systems ### 1680275###Applied Systems Moderator###SVP, Cloud Services###Applied Systems###
Applied Systems Moderator: Jim Knecht – Applied Systems
### @@@ Jason Gobbel – Kite Technology Group ### 1680273###Panelist###Chief Solutions Officer###Kite Technology Group###
Panelist: Jason Gobbel – Kite Technology Group
### @@@ Adam Atwell – Kite Technology Group ### 1680283###Panelist###Microsoft MVP, Cloud Solutions Architect###Kite Technology Group###
Panelist: Adam Atwell – Kite Technology Group
### @@@ Jeff Kite, Kite Tech Group – Kite Tech Group ### 1680265###Panelist###Founder / President###Kite Tech Group###
Panelist: Jeff Kite, Kite Tech Group – Kite Tech Group
### @@@ Andrew Bunyi ### 2166352###Panelist#########
Panelist: Andrew Bunyi
### 8967
Expert Panel: Enhance Your Client Experience By Evaluating All Offerings Available for Your Insureds (8664)
Favorite

Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group ### 1719424###Panelist###Software Technology Trainer###Sihle Insurance Group###
Panelist: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
### she/her/hers @@@ Melissa Mallozzi – John M Glover Agency ### 1680278###Panelist###Account Manager ###John M Glover Agency ###
Panelist: Melissa Mallozzi – John M Glover Agency
### @@@ Julie Levine – Harry Levine Insurance ### 1680277###Panelist###Vice President###Harry Levine Insurance###
Panelist: Julie Levine – Harry Levine Insurance
### @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Systems Moderator###Solution Specialist###Applied Systems###
Applied Systems Moderator: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Matt Duggan – Applied Systems ### 1719275###Applied Systems Representative###Sr. Implementation Specialist###Applied Systems###
Applied Systems Representative: Matt Duggan – Applied Systems
### 8664
Expert Panel: Helpful Tips and Tricks on Download and Suspense (8679)
Favorite

Delia Grenier – Applied Systems Inc ### 2045779###Applied Systems Moderator###Lead Product Instructor###Applied Systems Inc###
Applied Systems Moderator: Delia Grenier – Applied Systems Inc
### @@@ Tamie J. Weydert, TRICOR (she/her/hers) – TRICOR, LLC ### 1948969###Panelist###Data Download Specialist###TRICOR, LLC###
Panelist: Tamie J. Weydert, TRICOR (she/her/hers) – TRICOR, LLC
### she/her/hers @@@ Christie Smith (she/her/hers) – OTIP ### 1719406###Panelist###Implementation Specialist###OTIP###
Panelist: Christie Smith (she/her/hers) – OTIP
### she/her/hers @@@ David Graham (he/him/his) – CH Insurance ### 1680247###Panelist###Vice President of Technology & Digital Operations###CH Insurance###
Panelist: David Graham (he/him/his) – CH Insurance
### he/him/his @@@ Jayni Campbell – Emery & Webb Insurance ### 2038588###Panelist###Insurance Systems & Compliance Manager###Emery & Webb Insurance###
Panelist: Jayni Campbell – Emery & Webb Insurance
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Systems Representative###Director###Applied Systems###
Applied Systems Representative: Joy Jack – Applied Systems
### 8679
Expert Panel: How the Renewals Manager Moves Agencies Forward (8639)
Favorite

Linda Bendele – Applied Systems ### 1719445###Applied Systems Moderator###Solution Specialist - Adoption Services###Applied Systems###
Applied Systems Moderator: Linda Bendele – Applied Systems
### @@@ Steve Bayless (he/him/his) – Carroll Insurance Agency, LTD ### 1719246###Panelist###Commercial Lines Manager###Carroll Insurance Agency, LTD###
Panelist: Steve Bayless (he/him/his) – Carroll Insurance Agency, LTD
### he/him/his @@@ Jayni Campbell – Emery & Webb Insurance ### 2038588###Panelist###Insurance Systems & Compliance Manager###Emery & Webb Insurance###
Panelist: Jayni Campbell – Emery & Webb Insurance
### @@@ Samantha Heinrichs (she/her/hers) – BSI Insurance Brokers Ltd. ### 2038601###Panelist###Director of Operations###BSI Insurance Brokers Ltd.###
Panelist: Samantha Heinrichs (she/her/hers) – BSI Insurance Brokers Ltd.
### she/her/hers @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Systems Representative###Product Manager - Epic Policy Management ###Applied Systems###
Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers 8639
Expert Panel: How to Make Suspense Less Tense (8857)
Favorite

Janice Sierra (she/her/hers) – Applied Systems, Inc. ### 2045751###Applied Systems Moderator###Lead Product Instructor###Applied Systems, Inc.###
Applied Systems Moderator: Janice Sierra (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Deb Welsh – RiskSOURCE Clark-Theders ### 1680270###Panelist###Director of Client Experience###RiskSOURCE Clark-Theders###
Panelist: Deb Welsh – RiskSOURCE Clark-Theders
### @@@ Hannah Jacobs – Bitonti Insurance Group ### 1719294###Panelist###Accounting Manager###Bitonti Insurance Group###
Panelist: Hannah Jacobs – Bitonti Insurance Group
### @@@ Tamie J. Weydert, TRICOR (she/her/hers) – TRICOR, LLC ### 1948969###Panelist###Data Download Specialist###TRICOR, LLC###
Panelist: Tamie J. Weydert, TRICOR (she/her/hers) – TRICOR, LLC
### she/her/hers 8857
Expert Panel: How to Onboard a New Hire to Be a Successful Account Manager (8674)
Favorite

Susan Wagner, $43 Million in revenue – Charles L. Crane Agency ### 1948956###Presenter###Personal Lines Corporate Trainer###Charles L. Crane Agency###
Presenter: Susan Wagner, $43 Million in revenue – Charles L. Crane Agency
### @@@ Emily McKenna – Crane Agency ### 1698411###Presenter###Corporate Trainer###Crane Agency###
Presenter: Emily McKenna – Crane Agency
### 8674
Expert Panel: How Your Peers Converted Leads to Sales Using Applied Tech (8848)
Favorite

Bo Brown – Sales ### 1719253###Applied Systems Moderator###VP - CRM Sales###Sales###
Applied Systems Moderator: Bo Brown – Sales
### @@@ Marius Dinca (he/him/his) – LMBF / AssurUni ### 2037314###Panelist###VP Commercial Lines ###LMBF / AssurUni###
Panelist: Marius Dinca (he/him/his) – LMBF / AssurUni
### he/him/his @@@ Chase Keller – Granite Insurance ### 2037920###Panelist###President###Granite Insurance###
Panelist: Chase Keller – Granite Insurance
### @@@ Eboni K. Brown (she/her/hers) – Applied Systems ### 2045778###Applied Systems Representative###Implementation Consultant###Applied Systems###
Applied Systems Representative: Eboni K. Brown (she/her/hers) – Applied Systems
### she/her/hers 8848
Expert Panel: How Your Peers Successfully Switched to the Browser Interface of Applied Epic (8982)
Favorite

Natalie Thompson – The Harbin Agency ### 1680253###Panelist###Chief Operating Officer ###The Harbin Agency###
Panelist: Natalie Thompson – The Harbin Agency
### @@@ Kelly O'Brian-Wilkinson – Conrade Insurance Group ### 2038597###Panelist###SME, Account Manager###Conrade Insurance Group###
Panelist: Kelly O'Brian-Wilkinson – Conrade Insurance Group
### @@@ Kristin Thelen – Bitonti Insurance Group ### 1719351###Panelist###VP of Operations ###Bitonti Insurance Group ###
Panelist: Kristin Thelen – Bitonti Insurance Group
### @@@ Christine Forbes – The Daniel and Henry Co. ### 2038576###Panelist###VP-Technology & Training###The Daniel and Henry Co.###
Panelist: Christine Forbes – The Daniel and Henry Co.
### @@@ Jennifer Tindall (she/her/hers) – Applied Systems, Inc. ### 1719412###Applied Systems Moderator###Lead Solution Specialist###Applied Systems, Inc. ###
Applied Systems Moderator: Jennifer Tindall (she/her/hers) – Applied Systems, Inc.
### she/her/hers 8982
Expert Panel: Ivans Distribution Platform (Insurer Focused) (8858)
Favorite

Taira Mandy – Ivans ### 1719313###Applied Systems Moderator###Director, Customer Success###Ivans###
Applied Systems Moderator: Taira Mandy – Ivans
### @@@ Casey Kempton – Chubb ### 2037851###Panelist###EVP Digital Business Officer ###Chubb ###
Panelist: Casey Kempton – Chubb
### @@@ Bobbie Collies (she/her/hers) – Coterie ### 1660578###Panelist###Chief Insurance Officer###Coterie###
Panelist: Bobbie Collies (she/her/hers) – Coterie
### she/her/hers @@@ Chris Cargill – Westfield Insurance ### 2037852###Panelist###Head of Digital Distribution###Westfield Insurance###
Panelist: Chris Cargill – Westfield Insurance
### @@@ David Murrell – Nationwide ### 2128093###Panelist###Director of Digital Distribution###Nationwide###
Panelist: David Murrell – Nationwide
### 8858
Expert Panel: Lessons Learned from Undergoing an Acquisition (8654)
Favorite

Adam Hendry – Applied Systems ### 2045791###Applied Systems Moderator###Senior Manager, Activation Services###Applied Systems ###
Applied Systems Moderator: Adam Hendry – Applied Systems
### @@@ Collin Passman – Acrisure LLC ### 1680243###Panelist###Platform Integration Manager###Acrisure LLC###
Panelist: Collin Passman – Acrisure LLC
### @@@ Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC ### 1719384###Panelist###System Administrator / Private Client Account Manager###Arthur J Gallagher Risk Management LLC###
Panelist: Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC
### she/her/hers @@@ Shaun T. Lopez – Highstreet Insurance Partners ### 1719308###Panelist###Senior Associate, Epic Systems Integration Senior Associate, Epic Systems Integration Senior Associate, Epic Systems Intergration###Highstreet Insurance Partners###
Panelist: Shaun T. Lopez – Highstreet Insurance Partners
### 8654
Expert Panel: Making Connections Bringing Compassion & Vulnerability to the Industry (9013)
Favorite

Marissa Rutkowski (she/her/hers) – Applied Systems, Inc. ### 2116468###Applied Systems Moderator###Sr. Business Solutions Director | DIB Global Council Member | IndispensAbility Community of Interest Co-Chair###Applied Systems, Inc.###
Applied Systems Moderator: Marissa Rutkowski (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Brenden Corr (he/him/his) – LRP, The Loss Run Pros ### 2116471###Panelist###Director, Business Development###LRP, The Loss Run Pros###
Panelist: Brenden Corr (he/him/his) – LRP, The Loss Run Pros
### he/him/his @@@ Justin Goodman – Total CSR ### 2075437###Panelist###CEO ###Total CSR###
Panelist: Justin Goodman – Total CSR
### 9013
Expert Panel: Managing Change on Your Benefits Team (8853)
Favorite

Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Systems Moderator###Solution Specialist###Applied Systems###
Applied Systems Moderator: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ Melissa Schultz – Hausmann Group ### 2037784###Panelist###Senior Employee Benefits Client Manager###Hausmann Group###
Panelist: Melissa Schultz – Hausmann Group
### @@@ Jayni Campbell – Emery & Webb Insurance ### 2038588###Panelist###Insurance Systems & Compliance Manager###Emery & Webb Insurance###
Panelist: Jayni Campbell – Emery & Webb Insurance
### @@@ Amy Dumke (she/her/hers) – Risk Strategies Company ### 2057426###Panelist###Automation Specialist###Risk Strategies Company###
Panelist: Amy Dumke (she/her/hers) – Risk Strategies Company
### she/her/hers 8853
Expert Panel: Managing Surety Bonds Within Applied Epic (8661)
Favorite

Dona Lisa Buschmann (she/her/hers) – Bender Insurance Solutions ### 1948965###Panelist###Vice President, Surety###Bender Insurance Solutions###
Panelist: Dona Lisa Buschmann (she/her/hers) – Bender Insurance Solutions
### she/her/hers @@@ Brenda Lengel – Peoples First Insurance ### 2038590###Panelist###Commercial Lines Senior Account Manager###Peoples First Insurance###
Panelist: Brenda Lengel – Peoples First Insurance
### @@@ Sarah Jordan – EHD ### 2038592###Panelist###AVP of Property & Casualty Operations###EHD###
Panelist: Sarah Jordan – EHD
### @@@ Christie Davis – Westan Insurance Group/ Union City Insurance ### 2037310###Panelist###Commercial Lines CSR Manager###Westan Insurance Group/ Union City Insurance###
Panelist: Christie Davis – Westan Insurance Group/ Union City Insurance
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Systems Moderator###Director###Applied Systems###
Applied Systems Moderator: Joy Jack – Applied Systems
### 8661
Expert Panel: Maximizing Your Benefits User Experience (8854)
Favorite

Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Systems Moderator###Lead Insurance Operations Consultant###Applied Systems###
Applied Systems Moderator: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Tom Lind – Applied Systems ### 1719305###Applied Systems Representative###Product Manager, Employee Benefits###Applied Systems###
Applied Systems Representative: Tom Lind – Applied Systems
### @@@ Kara Roeder – The Accel Group, LLC ### 2037786###Panelist###Director of Benefits Operations###The Accel Group, LLC###
Panelist: Kara Roeder – The Accel Group, LLC
### @@@ Amy Dumke (she/her/hers) – Risk Strategies Company ### 2057426###Panelist###Automation Specialist###Risk Strategies Company###
Panelist: Amy Dumke (she/her/hers) – Risk Strategies Company
### she/her/hers @@@ Heather Bolhuis – Ottawa Kent Insurance Agency Inc ### 1719250###Panelist###Account Manager###Ottawa Kent Insurance Agency Inc###
Panelist: Heather Bolhuis – Ottawa Kent Insurance Agency Inc
### 8854
Expert Panel: Month-End Is More than Just Generating Journal Entries (8860)
Favorite

Samantha Wilson, CPA – Sterling Thompson Company ### 2038572###Panelist###Controller/Accounting Team Leader###Sterling Thompson Company###
Panelist: Samantha Wilson, CPA – Sterling Thompson Company
### @@@ Jill Quinn – Sunstar Insurance Group ### 2038573###Panelist###Director of Operations###Sunstar Insurance Group###
Panelist: Jill Quinn – Sunstar Insurance Group
### @@@ Theresa Clayton – RiskSOURCE Clark-Theders ### 1719264###Panelist###Director of Wellbeing & Finance###RiskSOURCE Clark-Theders###
Panelist: Theresa Clayton – RiskSOURCE Clark-Theders
### @@@ Hannah Jacobs – Bitonti Insurance Group ### 1719294###Panelist###Accounting Manager###Bitonti Insurance Group###
Panelist: Hannah Jacobs – Bitonti Insurance Group
### @@@ Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Applied Systems Moderator###Sr. Implementation Specialist - Applied Pay###Applied Systems###
Applied Systems Moderator: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his 8860
Expert Panel: Personal Lines Clients’ Experience Using Applied CSR24 (8870)
Favorite

Beverly Moore – Rollo Insurance Group, Inc ### 2098699###Panelist###Vice President of Personal Lines###Rollo Insurance Group, Inc###
Panelist: Beverly Moore – Rollo Insurance Group, Inc
### @@@ Lynn Covey (she/her/hers) – TRICOR Insurance ### 2037302###Panelist###Personal Lines Team Lead/Trainer###TRICOR Insurance###
Panelist: Lynn Covey (she/her/hers) – TRICOR Insurance
### she/her/hers @@@ Rebecca Jones – Westan Insurance Group ### 2037303###Panelist###Personal Lines Manager###Westan Insurance Group###
Panelist: Rebecca Jones – Westan Insurance Group
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Moderator###Senior Implementation Specialist###Applied Systems###
Applied Systems Moderator: Rebecca Michelau – Applied Systems
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Systems Representative###Sr. Implementation Specialist###Applied Systems###
Applied Systems Representative: Matt Duggan – Applied Systems
### 8870
Expert Panel: Powering Recommendations with Epic Data (8980)
Favorite

Jeff Krzeminski – Applied Systems ### 2045788###Applied Systems Moderator###SVP Product Management###Applied Systems###
Applied Systems Moderator: Jeff Krzeminski – Applied Systems
### @@@ Leticia Trevino (she/her/hers) – Heffernan Insurance Brokers ### 2161383###Panelist###Chief Compliance Officers###Heffernan Insurance Brokers###
Panelist: Leticia Trevino (she/her/hers) – Heffernan Insurance Brokers
### she/her/hers @@@ Donna LaGoy – High Street Insurance Partners ### 2161384###Panelist###SVP Business Intelligence###High Street Insurance Partners###
Panelist: Donna LaGoy – High Street Insurance Partners
### @@@ Chet Pilley – Cadence Insurance ### 1719330###Panelist###Director of Analytics###Cadence Insurance###
Panelist: Chet Pilley – Cadence Insurance
### 8980
Expert Panel: Preparing for the Switch to Epic Browser (8648)
Favorite

Debra Alt (she/her/hers) – Foundation Risk Partners ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###
Panelist: Debra Alt (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ Kristin Thelen – Bitonti Insurance Group ### 1719351###Panelist###VP of Operations ###Bitonti Insurance Group ###
Panelist: Kristin Thelen – Bitonti Insurance Group
### @@@ Daniel Horn – Rollo Insurance Group ### 2037307###Panelist###IT Director###Rollo Insurance Group###
Panelist: Daniel Horn – Rollo Insurance Group
### @@@ Sarah Golick (she/her/hers) – TRICOR Insurance ### 2038587###Panelist###Operations Software Administrator, Manager###TRICOR Insurance###
Panelist: Sarah Golick (she/her/hers) – TRICOR Insurance
### she/her/hers @@@ Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Applied Systems Moderator###Solution Specialist###Applied Systems, Inc.###
Applied Systems Moderator: Jesse B. Gomez (he/him/his) – Applied Systems, Inc.
### he/him/his @@@ Amanda Recchia – Applied Systems ### 1719401###Applied Systems Representative###Product Manager- Epic Workflow and Communication Management###Applied Systems###
Applied Systems Representative: Amanda Recchia – Applied Systems
### 8648
Expert Panel: Sales and Marketing Automation Best Practices (8861)
Favorite

David Graham (he/him/his) – CH Insurance ### 1680247###Panelist###Vice President of Technology & Digital Operations###CH Insurance###
Panelist: David Graham (he/him/his) – CH Insurance
### he/him/his @@@ Colleen Lazanich (she/her/hers) – CalNonprofits Insurance Services ### 1719303###Panelist###CEO###CalNonprofits Insurance Services###
Panelist: Colleen Lazanich (she/her/hers) – CalNonprofits Insurance Services
### she/her/hers @@@ Tia Viglianco (she/her/hers) – Blue Ridge Risk Partners ### 2037917###Panelist###Director of Brand & Select Revenue###Blue Ridge Risk Partners###
Panelist: Tia Viglianco (she/her/hers) – Blue Ridge Risk Partners
### she/her/hers @@@ JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions ### 1719304###Applied Systems Moderator###Director, Product Management###Sales and Marketing Automation Solutions###
Applied Systems Moderator: JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions
### he/him/his @@@ Lisa Muvich (she/her/hers) – Applied Systems ### 1719319###Applied Systems Representative###Sr. Manager, Content Strategy###Applied Systems###
Applied Systems Representative: Lisa Muvich (she/her/hers) – Applied Systems
### she/her/hers 8861
Expert Panel: Salesforce Administration and Best Practices for Applied Epic for Salesforce (8862)
Favorite

Bo Brown – Sales ### 1719253###Applied Systems Moderator###VP - CRM Sales###Sales###
Applied Systems Moderator: Bo Brown – Sales
### @@@ Aaron Voss – TrueNorth Companies ### 2037922###Panelist###Vice President Colleague Technology & Security###TrueNorth Companies###
Panelist: Aaron Voss – TrueNorth Companies
### @@@ Diandra Carpenter – Core Assurance Partners, Inc. ### 2037923###Panelist###Director of Business Development & Marketing###Core Assurance Partners, Inc. ###
Panelist: Diandra Carpenter – Core Assurance Partners, Inc.
### @@@ Eboni K. Brown (she/her/hers) – Applied Systems ### 2045778###Applied Systems Representative###Implementation Consultant###Applied Systems###
Applied Systems Representative: Eboni K. Brown (she/her/hers) – Applied Systems
### she/her/hers 8862
Expert Panel: Strategies to Manage and Maintain Data Quality (8979)
Favorite

Jack Bergersen (he/him/his) – Applied Systems ### 2045782###Applied Systems Moderator###Sr. Director, Analytics & Visualization###Applied Systems###
Applied Systems Moderator: Jack Bergersen (he/him/his) – Applied Systems
### he/him/his @@@ Sondra Stein – Hylant ### 2159211###Panelist###Data Engineer###Hylant###
Panelist: Sondra Stein – Hylant
### @@@ Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc. ### 1719341###Panelist###Executive Vice President-Technology and Strategy###Morrow Insurance Agency, Inc.###
Panelist: Terry L. Robinson (he/him/his) – Morrow Insurance Agency, Inc.
### he/him/his @@@ Steve Bayless (he/him/his) – Carroll Insurance Agency, LTD ### 1719246###Panelist###Commercial Lines Manager###Carroll Insurance Agency, LTD###
Panelist: Steve Bayless (he/him/his) – Carroll Insurance Agency, LTD
### he/him/his 8979
Expert Panel: The Benefits of Using Tarmika to Manage Small Commercial Business (8863)
Favorite

Kristin Baker – Rollo Insurance Group Inc. ### 2037849###Panelist###VP of Commercial Lines Insurance###Rollo Insurance Group Inc.###
Panelist: Kristin Baker – Rollo Insurance Group Inc.
### @@@ Heather Legg – Cadence Insurance ### 1791598###Panelist###VP, Group Manager, Community Insurance Solutions###Cadence Insurance###
Panelist: Heather Legg – Cadence Insurance
### @@@ Bettie Baggette – Higginbotham Insurance Agency ### 1721255###Panelist###Vice President, P&C Operations###Higginbotham Insurance Agency###
Panelist: Bettie Baggette – Higginbotham Insurance Agency
### @@@ Sherry Dodd – Bankers Insurance, LLC ### 2037850###Panelist###SVP Client Experience###Bankers Insurance, LLC###
Panelist: Sherry Dodd – Bankers Insurance, LLC
### @@@ Lauren Emmons – Applied Systems ### 1791597###Applied Systems Moderator###Director of Product###Applied Systems###
Applied Systems Moderator: Lauren Emmons – Applied Systems
### 8863
Expert Panel: The Benefits Your Peers Have Seen from an EZLynx Management System (8856)
Favorite

Ryan Beukema – EZLynx ### 1719248###Applied Systems Moderator###Director, Business Analyst###EZLynx ###
Applied Systems Moderator: Ryan Beukema – EZLynx
### @@@ Carlo Ferrara – StreetSmart Insurance ### 1719278###Panelist###Chief Operations Officer###StreetSmart Insurance###
Panelist: Carlo Ferrara – StreetSmart Insurance
### @@@ Beaux Pilgrim (he/him/his) – Reed Insurance ### 2045515###Panelist###Agency Owner###Reed Insurance###
Panelist: Beaux Pilgrim (he/him/his) – Reed Insurance
### he/him/his @@@ Jennifer Cornejo (she/her/hers) – Compass Insurance Group, LLC ### 2045516###Panelist###Owner ###Compass Insurance Group, LLC ###
Panelist: Jennifer Cornejo (she/her/hers) – Compass Insurance Group, LLC
### she/her/hers @@@ Wajahat Khan (he/him/his) – EZLynx ### 1719300###Applied Systems Representative###Senior Business Analyst II###EZLynx###
Applied Systems Representative: Wajahat Khan (he/him/his) – EZLynx
### he/him/his 8856
Expert Panel: The Future of Commercial Distribution at Applied (8864)
Favorite

Kathy Hrach – Ivans ### 1719381###Applied Systems Moderator###VP Product###Ivans###
Applied Systems Moderator: Kathy Hrach – Ivans
### @@@ Tim Lewis (he/him/his) – Travelers Insurance ### 1724474###Panelist###AVP, Business Insurance/ Distribution Integration###Travelers Insurance###
Panelist: Tim Lewis (he/him/his) – Travelers Insurance
### he/him/his @@@ Belynda Hereford – RCP Alera Group, LLC ### 2037854###Panelist###Senior Account Manager / Lead, Commercial LIne###RCP Alera Group, LLC###
Panelist: Belynda Hereford – RCP Alera Group, LLC
### @@@ Tatum Fish – AssuredPartners ### 2144584###Panelist###Process Simplification Manager###AssuredPartners###
Panelist: Tatum Fish – AssuredPartners
### @@@ Raghav Tanna – Applied Systems ### 1791595###Applied Systems Representative###SVP, Small Commercial - Applied Systems###Applied Systems###
Applied Systems Representative: Raghav Tanna – Applied Systems
### 8864
Expert Panel: The Good, the Great, and the Challenges of Acquisitions – Accounting (8849)
Favorite

Samantha Wilson, CPA – Sterling Thompson Company ### 2038572###Panelist###Controller/Accounting Team Leader###Sterling Thompson Company###
Panelist: Samantha Wilson, CPA – Sterling Thompson Company
### @@@ Jackson Rollo – Rollo Insurance ### 2037301###Panelist###President###Rollo Insurance###
Panelist: Jackson Rollo – Rollo Insurance
### @@@ Jon Lumbra – The Dowd Agencies ### 2038569###Panelist###Chief Financial Officer/Principal###The Dowd Agencies###
Panelist: Jon Lumbra – The Dowd Agencies
### @@@ Jill Quinn – Sunstar Insurance Group ### 2038573###Panelist###Director of Operations###Sunstar Insurance Group###
Panelist: Jill Quinn – Sunstar Insurance Group
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Systems Moderator###Lead Insurance Operations Consultant###Applied Systems###
Applied Systems Moderator: Larry Klutzke CPA CIC – Applied Systems
### 8849
Expert Panel: The Good, the Great, and the Challenges of Acquisitions – Operations (8850)
Favorite

Adam Hendry – Applied Systems ### 2045791###Applied Systems Moderator###Senior Manager, Activation Services###Applied Systems ###
Applied Systems Moderator: Adam Hendry – Applied Systems
### @@@ Terry Williamson – SouthGroup Insurance Services ### 2038583###Panelist###Chief Operating Officer###SouthGroup Insurance Services###
Panelist: Terry Williamson – SouthGroup Insurance Services
### @@@ Courtney Peterson – INSURICA ### 2038584###Panelist###Corporate Trainer###INSURICA###
Panelist: Courtney Peterson – INSURICA
### @@@ Sarah Golick (she/her/hers) – TRICOR Insurance ### 2038587###Panelist###Operations Software Administrator, Manager###TRICOR Insurance###
Panelist: Sarah Golick (she/her/hers) – TRICOR Insurance
### she/her/hers 8850
Expert Panel: Tips and Tricks on Organizing Your Attachments (8649)
Favorite

Janice Sierra (she/her/hers) – Applied Systems, Inc. ### 2045751###Applied Systems Moderator###Lead Product Instructor###Applied Systems, Inc.###
Applied Systems Moderator: Janice Sierra (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Cj Webberley – Alliant Insurance Services, Inc. ### 1719355###Panelist###First Vice President, Compliance Manager###Alliant Insurance Services, Inc.###
Panelist: Cj Webberley – Alliant Insurance Services, Inc.
### @@@ Natalie Thompson – The Harbin Agency ### 1680253###Panelist###Chief Operating Officer ###The Harbin Agency###
Panelist: Natalie Thompson – The Harbin Agency
### @@@ Lori-Beth Martin – Commercial Insurance Associates ### 1719391###Panelist###Systems & Compliance Manager###Commercial Insurance Associates###
Panelist: Lori-Beth Martin – Commercial Insurance Associates
### @@@ Diedre Carter ### 2038628###Panelist#########
Panelist: Diedre Carter
### 8649
Expert Panel: Using Ivans Download and Ivans eServicing in Applied Epic (8865)
Favorite

Kristin Thelen – Bitonti Insurance Group ### 1719351###Panelist###VP of Operations ###Bitonti Insurance Group ###
Panelist: Kristin Thelen – Bitonti Insurance Group
### @@@ Christie Davis – Westan Insurance Group/ Union City Insurance ### 2037310###Panelist###Commercial Lines CSR Manager###Westan Insurance Group/ Union City Insurance###
Panelist: Christie Davis – Westan Insurance Group/ Union City Insurance
### @@@ Theresa M. Pilmer (she/her/hers) – Hylant ### 1723638###Panelist###Carrier Interface & Optimization Associate###Hylant###
Panelist: Theresa M. Pilmer (she/her/hers) – Hylant
### she/her/hers @@@ Heather Prabish (she/her/hers) – Ivans ### 1719399###Applied Systems Moderator###Director, Product Management###Ivans###
Applied Systems Moderator: Heather Prabish (she/her/hers) – Ivans
### she/her/hers @@@ Robyn Orndorf – Ivans ### 1719327###Applied Systems Representative###Product Owner###Ivans###
Applied Systems Representative: Robyn Orndorf – Ivans
### 8865
Expert Panel: Using Reports to Automate Communications and Processes (8689)
Favorite

Summer Rehkop, 20 Employees (she/her/hers) – Weaver & Associates ### 1948958###Panelist###Commercial Lines Senior Account Manager###Weaver & Associates###
Panelist: Summer Rehkop, 20 Employees (she/her/hers) – Weaver & Associates
### she/her/hers @@@ Roxanne Chakbazof, Weaver & Associates (she/her/hers) – Weaver & Associates ### 1948971###Panelist###Sales Department Manager/Operations###Weaver & Associates###
Panelist: Roxanne Chakbazof, Weaver & Associates (she/her/hers) – Weaver & Associates
### she/her/hers @@@ Janet Yem (she/her/hers) – INSURICA ### 1719418###Panelist###Director, Operation Data Services###INSURICA###
Panelist: Janet Yem (she/her/hers) – INSURICA
### she/her/hers @@@ Hannah Jacobs – Bitonti Insurance Group ### 1719294###Panelist###Accounting Manager###Bitonti Insurance Group###
Panelist: Hannah Jacobs – Bitonti Insurance Group
### @@@ Susan A. Weiner (she/her/hers) – Applied Systems, Inc. ### 1719356###Applied Systems Moderator###Sr. Customer Advocate Manager###Applied Systems, Inc.###
Applied Systems Moderator: Susan A. Weiner (she/her/hers) – Applied Systems, Inc.
### she/her/hers 8689
Expert Panel: What Agencies Think About Applied Pay (8839)
Favorite

Kristin Baker – Rollo Insurance Group Inc. ### 2037849###Panelist###VP of Commercial Lines Insurance###Rollo Insurance Group Inc.###
Panelist: Kristin Baker – Rollo Insurance Group Inc.
### @@@ Christine Forbes – The Daniel and Henry Co. ### 2038576###Panelist###VP-Technology & Training###The Daniel and Henry Co.###
Panelist: Christine Forbes – The Daniel and Henry Co.
### @@@ Kelly Scheib – Commercial Insurance Associates, LLC ### 2038578###Panelist###Billing Coordinator###Commercial Insurance Associates, LLC###
Panelist: Kelly Scheib – Commercial Insurance Associates, LLC
### @@@ Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Panelist###Sr. Implementation Specialist - Applied Pay###Applied Systems###
Panelist: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his @@@ Dave Stevens (he/him/his) – Applied Pay ### 2119286###Applied Systems Moderator###VP of Customer Success###Applied Pay ###
Applied Systems Moderator: Dave Stevens (he/him/his) – Applied Pay
### he/him/his 8839
Expert Panel: What Every Agency Principal Should Know About Agency Financials (8866)
Favorite

Kelly Abrams – Applied Systems ### 2045775###Applied Systems Moderator###Senior Implementation Specialist - Accounting ###Applied Systems ###
Applied Systems Moderator: Kelly Abrams – Applied Systems
### @@@ Jackson Rollo – Rollo Insurance ### 2037301###Panelist###President###Rollo Insurance###
Panelist: Jackson Rollo – Rollo Insurance
### @@@ Jon Lumbra – The Dowd Agencies ### 2038569###Panelist###Chief Financial Officer/Principal###The Dowd Agencies###
Panelist: Jon Lumbra – The Dowd Agencies
### @@@ Theresa Clayton – RiskSOURCE Clark-Theders ### 1719264###Panelist###Director of Wellbeing & Finance###RiskSOURCE Clark-Theders###
Panelist: Theresa Clayton – RiskSOURCE Clark-Theders
### 8866
Expert Panel: What Work Groups and Unrouted Attachments Are and Why You Should Use Them (8675)
Favorite

Jennifer Raymond – Hotaling Insurance Services ### 1719336###Panelist###Corporate Trainer###Hotaling Insurance Services###
Panelist: Jennifer Raymond – Hotaling Insurance Services
### @@@ Stacy Johansen – Downeast Insurance, LLC ### 1719437###Panelist###President###Downeast Insurance, LLC###
Panelist: Stacy Johansen – Downeast Insurance, LLC
### @@@ Jordan Smith – The Hartwell Corporation ### 2038589###Panelist###Chief Information Officer###The Hartwell Corporation###
Panelist: Jordan Smith – The Hartwell Corporation
### @@@ Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Systems Moderator###Lead Product Instructor, Activation Services###Applied Systems Canada###
Applied Systems Moderator: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers 8675
Expert Panel: When to Use Renewals Manager Versus the Expiration Report (8855)
Favorite

Colleen Lazanich (she/her/hers) – CalNonprofits Insurance Services ### 1719303###Panelist###CEO###CalNonprofits Insurance Services###
Panelist: Colleen Lazanich (she/her/hers) – CalNonprofits Insurance Services
### she/her/hers @@@ Samantha Heinrichs (she/her/hers) – BSI Insurance Brokers Ltd. ### 2038601###Panelist###Director of Operations###BSI Insurance Brokers Ltd.###
Panelist: Samantha Heinrichs (she/her/hers) – BSI Insurance Brokers Ltd.
### she/her/hers @@@ Jim Zell – Applied Systems, Inc. ### 1719364###Applied Systems Moderator###Sr. Solution Specialist###Applied Systems, Inc.###
Applied Systems Moderator: Jim Zell – Applied Systems, Inc.
### @@@ Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners ### 1719345###Panelist###Business Systems Administrator###Baldwin Risk Partners###
Panelist: Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners
### she/her/hers 8855
Expert Panel: Why You Should Be Using Applied Epic Renewals Manager (8838)
Favorite

Jim Zell – Applied Systems, Inc. ### 1719364###Applied Systems Moderator###Sr. Solution Specialist###Applied Systems, Inc.###
Applied Systems Moderator: Jim Zell – Applied Systems, Inc.
### @@@ Elizabeth Allen (she/her/hers) – Rue Insurance ### 1680271###Panelist###Executive Vice President###Rue Insurance###
Panelist: Elizabeth Allen (she/her/hers) – Rue Insurance
### she/her/hers @@@ Debra Alt (she/her/hers) – Foundation Risk Partners ### 1719421###Panelist###Director of Insurance Operations Training###Foundation Risk Partners###
Panelist: Debra Alt (she/her/hers) – Foundation Risk Partners
### she/her/hers @@@ Virginia Boulant – Aimilios Insurance Services ### 2038582###Panelist###VP of Operations###Aimilios Insurance Services###
Panelist: Virginia Boulant – Aimilios Insurance Services
### @@@ Amanda Loya, German American Insurance, Inc (she/her/hers) – German American Insurance, Inc ### 1948963###Panelist###VP of Operations & Commercial Service###German American Insurance, Inc###
Panelist: Amanda Loya, German American Insurance, Inc (she/her/hers) – German American Insurance, Inc
### she/her/hers @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Systems Representative###Product Manager - Epic Policy Management ###Applied Systems###
Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers 8838
Expert Panel: Why You Should Be Using Claims Download (8868)
Favorite

Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC ### 1719384###Panelist###System Administrator / Private Client Account Manager###Arthur J Gallagher Risk Management LLC###
Panelist: Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC
### she/her/hers @@@ Karla J. Myers (she/her/hers) – Franconia Insurance & Financial Services ### 1719320###Panelist###Operations Manager###Franconia Insurance & Financial Services###
Panelist: Karla J. Myers (she/her/hers) – Franconia Insurance & Financial Services
### she/her/hers @@@ Theresa M. Pilmer (she/her/hers) – Hylant ### 1723638###Panelist###Carrier Interface & Optimization Associate###Hylant###
Panelist: Theresa M. Pilmer (she/her/hers) – Hylant
### she/her/hers @@@ Heather Prabish (she/her/hers) – Ivans ### 1719399###Applied Systems Moderator###Director, Product Management###Ivans###
Applied Systems Moderator: Heather Prabish (she/her/hers) – Ivans
### she/her/hers 8868
Expert Panel: Why You Should Be Using eDocs and Messages Download (8867)
Favorite

Cortney DeCaires (she/her/hers) – Morris & Garritano Insurance ### 2037316###Panelist###Application Manager###Morris & Garritano Insurance###
Panelist: Cortney DeCaires (she/her/hers) – Morris & Garritano Insurance
### she/her/hers @@@ Cal Durland – Ivans ### 2045768###Applied Systems Moderator###Director, Agency Customer Success ###Ivans###
Applied Systems Moderator: Cal Durland – Ivans
### @@@ Christie Davis – Westan Insurance Group/ Union City Insurance ### 2037310###Panelist###Commercial Lines CSR Manager###Westan Insurance Group/ Union City Insurance###
Panelist: Christie Davis – Westan Insurance Group/ Union City Insurance
### @@@ Stacy Johansen – Downeast Insurance, LLC ### 1719437###Panelist###President###Downeast Insurance, LLC###
Panelist: Stacy Johansen – Downeast Insurance, LLC
### @@@ Joseph A. Clabaugh – The Cincinnati Insurance Company ### 2037317###Panelist###Service Manager###The Cincinnati Insurance Company###
Panelist: Joseph A. Clabaugh – The Cincinnati Insurance Company
### 8867
EZLynx Business Update and Product Keynote (9005)
Favorite

Ryan Beukema – EZLynx ### 1719248###Applied Systems Presenter###Director, Business Analyst###EZLynx ###
Applied Systems Presenter: Ryan Beukema – EZLynx
### @@@ Michael Streit ### 2166778###Applied Systems Presenter#########
Applied Systems Presenter: Michael Streit
### @@@ Brenna Johnson – Applied Systems, EZLynx ### 1722739###Applied Systems Presenter###Vice President Product Management, EZLynx###Applied Systems, EZLynx###
Applied Systems Presenter: Brenna Johnson – Applied Systems, EZLynx
### 9005
EZLynx Client Center: The One-Stop Shop for Insured Payments (8914)
Favorite

Vijay Rengarajan – Applied Systems ### 1719337###Applied Systems Presenter###Director of Product Management###Applied Systems###
Applied Systems Presenter: Vijay Rengarajan – Applied Systems
### @@@ Cortney Potts – EZLynx ### 1719333###Applied Systems Representative###Business Analyst###EZLynx###
Applied Systems Representative: Cortney Potts – EZLynx
### 8914
EZLynx Client Center: What Online Customer Self-Service Looks Like Today (8915)
Favorite

Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###Principal###StreetSmart Insurance###
Presenter: Jake N. Ferrara – StreetSmart Insurance
### @@@ Gary Fournerat – EZLynx ### 2045766###Applied Systems Presenter###Senior Product Instructor###EZLynx###
Applied Systems Presenter: Gary Fournerat – EZLynx
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Systems Representative###Business Analyst I###EZLynx###
Applied Systems Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his @@@ Samantha Lawson – EZLynx ### 2045767###Applied Systems Representative###Product Manager###EZLynx###
Applied Systems Representative: Samantha Lawson – EZLynx
### 8915
EZLynx Retention Center: Making Renewals a Proactive and Repeatable Process (8916)
Favorite

Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Applied Systems Presenter###Product Manager - EZLynx###Applied Systems, Inc.###
Applied Systems Presenter: Michael Rabinowitz – Applied Systems, Inc.
### @@@ Amanda Crawford (she/her/hers) – Compass Insurance Group, LLC ### 2045514###Presenter###Director of Operations###Compass Insurance Group, LLC###
Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group, LLC
### she/her/hers @@@ Awad Alnawayseh – EZLynx ### 1722740###Applied Systems Representative###Business Analyst I###EZLynx###
Applied Systems Representative: Awad Alnawayseh – EZLynx
### 8916
G
Get the Junk Out of Your Applied Epic Trunk (8970)
Favorite

Lauren Roberts, 35-50 – Kite Technology Group ### 1960096###Presenter###Director of Agency Consulting###Kite Technology Group###
Presenter: Lauren Roberts, 35-50 – Kite Technology Group
### @@@ Laura Whaley – Kite Technology Group ### 1960097###Presenter###Agency Consultant###Kite Technology Group###
Presenter: Laura Whaley – Kite Technology Group
### 8970
Getting Started with Applied API Suite (8823)
Favorite

Garrett Gupton – Applied Systems ### 2045760###Applied Systems Presenter###Business Architect###Applied Systems###
Applied Systems Presenter: Garrett Gupton – Applied Systems
### @@@ Sreekanth Kannepalli – Applied Systems ### 2045759###Applied Systems Representative###Senior Vice President, Platform###Applied Systems###
Applied Systems Representative: Sreekanth Kannepalli – Applied Systems
### 8823
Getting the Most Out of Claims Download (8791)
Favorite

Liz Jernigan – Travelers Insurance ### 2037320###Presenter###Senior Business Systems Specialist ###Travelers Insurance###
Presenter: Liz Jernigan – Travelers Insurance
### @@@ Cal Durland – Ivans ### 2045768###Applied Systems Representative###Director, Agency Customer Success ###Ivans###
Applied Systems Representative: Cal Durland – Ivans
### @@@ Victor Rojas ### 2149393###Applied Systems Representative#########
Applied Systems Representative: Victor Rojas
### @@@ John Obler ### 2149394###Applied Systems Representative#########
Applied Systems Representative: John Obler
### 8791
Grow Your Agency with a Customer Relationship Management Strategy (8921)
Favorite

Tucker Hood – Insuredmine ### 1741333###Presenter###Head of Sales###Insuredmine###
Presenter: Tucker Hood – Insuredmine
### @@@ Jackson Rollo – Rollo Insurance ### 2037301###Presenter###President###Rollo Insurance###
Presenter: Jackson Rollo – Rollo Insurance
### @@@ JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions ### 1719304###Applied Systems Presenter###Director, Product Management###Sales and Marketing Automation Solutions###
Applied Systems Presenter: JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions
### he/him/his 8921
Guiding Employers to Smart Decisions with Applied Benefits Designer (8922)
Favorite

Victoria Weise (she/her/hers) – Applied Systems ### 2045769###Applied Systems Presenter###Solution Consultant###Applied Systems###
Applied Systems Presenter: Victoria Weise (she/her/hers) – Applied Systems
### she/her/hers @@@ Dan Morrill – Applied Systems ### 1719318###Applied Systems Representative###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Systems Representative: Dan Morrill – Applied Systems
### @@@ Carlie Johnston (she/her/hers) – Applied Systems ### 1794115###Applied Systems Representative###Lead Solution Consultant###Applied Systems###
Applied Systems Representative: Carlie Johnston (she/her/hers) – Applied Systems
### she/her/hers 8922
H
Hands-On Lab: Setting Up Various Types of Producer Commission Agreements in Applied Epic *Limited Seating Available (8876)
Favorite

Stacey Tipton Gelyon – Applied Systems, Inc. ### 2045752###Applied Systems Presenter###Associate Product Manager###Applied Systems, Inc.###
Applied Systems Presenter: Stacey Tipton Gelyon – Applied Systems, Inc.
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Systems Representative###Lead Insurance Operations Consultant###Applied Systems###
Applied Systems Representative: Larry Klutzke CPA CIC – Applied Systems
### @@@ Susan A. Weiner (she/her/hers) – Applied Systems, Inc. ### 1719356###Applied Systems Representative###Sr. Customer Advocate Manager###Applied Systems, Inc.###
Applied Systems Representative: Susan A. Weiner (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Kelly Abrams – Applied Systems ### 2045775###Applied Systems Representative###Senior Implementation Specialist - Accounting ###Applied Systems ###
Applied Systems Representative: Kelly Abrams – Applied Systems
### 8876
Hands-On Lab: Automated Tools in Applied Epic That Can Streamline Communications *Limited Seating Available (8882)
Favorite

Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Systems Presenter###Lead Product Instructor, Activation Services###Applied Systems Canada###
Applied Systems Presenter: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers @@@ Kelly Bruce – Applied Systems ### 1719254###Applied Systems Representative###Manager###Applied Systems###
Applied Systems Representative: Kelly Bruce – Applied Systems
### @@@ Courtney Brablec (she/her/hers) – Applied Systems ### 2045770###Applied Systems Representative###Senior Product Instructor###Applied Systems###
Applied Systems Representative: Courtney Brablec (she/her/hers) – Applied Systems
### she/her/hers @@@ Zach Thoenen – Applied Systems ### 2077212###Applied Systems Representative###Sr. UX Designer###Applied Systems###
Applied Systems Representative: Zach Thoenen – Applied Systems
### 8882
Hands-On Lab: Creating Lists and Campaigns in Applied Marketing Automation *Limited Seating Available (8691)
Favorite

David Graham (he/him/his) – CH Insurance ### 1680247###Presenter###Vice President of Technology & Digital Operations###CH Insurance###
Presenter: David Graham (he/him/his) – CH Insurance
### he/him/his @@@ Linda Bendele – Applied Systems ### 1719445###Applied Systems Presenter###Solution Specialist - Adoption Services###Applied Systems###
Applied Systems Presenter: Linda Bendele – Applied Systems
### @@@ Delia Grenier – Applied Systems Inc ### 2045779###Applied Systems Representative###Lead Product Instructor###Applied Systems Inc###
Applied Systems Representative: Delia Grenier – Applied Systems Inc
### @@@ Brandee Aguilar – Applied Systems ### 1719243###Applied Systems Representative###Product Instructor###Applied Systems###
Applied Systems Representative: Brandee Aguilar – Applied Systems
### 8691
Hands-On Lab: Download Customization Using Structure and Other New Features *Limited Seating Available (8877)
Favorite

Celia Cauthen (she/her/hers) – Applied Systems ### 1719260###Applied Systems Presenter###Sr. Implementation Specialist -Interface###Applied Systems###
Applied Systems Presenter: Celia Cauthen (she/her/hers) – Applied Systems
### she/her/hers @@@ Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Systems Representative###Lead Product Instructor, Activation Services###Applied Systems Canada###
Applied Systems Representative: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers @@@ Paolina Testa (she/her/hers) – Applied Systems ### 2045764###Applied Systems Representative###Sr. Implementation Specialist - Accounting & Interface###Applied Systems###
Applied Systems Representative: Paolina Testa (she/her/hers) – Applied Systems
### she/her/hers @@@ Janice Sierra (she/her/hers) – Applied Systems, Inc. ### 2045751###Applied Systems Representative###Lead Product Instructor###Applied Systems, Inc.###
Applied Systems Representative: Janice Sierra (she/her/hers) – Applied Systems, Inc.
### she/her/hers 8877
Hands-On Lab: EZLynx Commercial Lines Proposal Templates *Limited Seating Available (8881)
Favorite

Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Applied Systems Presenter###Product Manager - EZLynx###Applied Systems, Inc.###
Applied Systems Presenter: Michael Rabinowitz – Applied Systems, Inc.
### @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Systems Representative###Business Analyst I###EZLynx###
Applied Systems Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his 8881
Hands-on Lab: EZLynx: Elevate Your Email Campaigns with AI-Powered Content Assist *Limited Seating Available (9006)
Favorite

Wajahat Khan (he/him/his) – EZLynx ### 1719300###Applied Systems Presenter###Senior Business Analyst II###EZLynx###
Applied Systems Presenter: Wajahat Khan (he/him/his) – EZLynx
### he/him/his @@@ Anoop Bargur – EZLynx ### 1722738###Applied Systems Representative###Product Manager###EZLynx###
Applied Systems Representative: Anoop Bargur – EZLynx
### 9006
Hands-On Lab: Get Up and Running with Applied for Small Commercial Submissions *Limited Seating Available (8875)
Favorite

Lauren Emmons – Applied Systems ### 1791597###Applied Systems Presenter###Director of Product###Applied Systems###
Applied Systems Presenter: Lauren Emmons – Applied Systems
### @@@ Ro Olguin – Applied Systems, Inc. ### 1719325###Applied Systems Representative###Senior Manager, Activation Services###Applied Systems, Inc.###
Applied Systems Representative: Ro Olguin – Applied Systems, Inc.
### @@@ Chad Jochum – Applied Systems ### 2045790###Applied Systems Representative###Product Owner###Applied Systems###
Applied Systems Representative: Chad Jochum – Applied Systems
### 8875
Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 (Repeat) *Limited Seating Available (8884)
Favorite

Brandee Aguilar – Applied Systems ### 1719243###Applied Systems Presenter###Product Instructor###Applied Systems###
Applied Systems Presenter: Brandee Aguilar – Applied Systems
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###
Applied Systems Representative: Nathan Hoar – Applied Systems
### @@@ Courtney Brablec (she/her/hers) – Applied Systems ### 2045770###Applied Systems Representative###Senior Product Instructor###Applied Systems###
Applied Systems Representative: Courtney Brablec (she/her/hers) – Applied Systems
### she/her/hers 8884
Hands-On Lab: High-Value Outcomes of Advanced Certificate Processing in Applied CSR24 *Limited Seating Available (8883)
Favorite

Brandee Aguilar – Applied Systems ### 1719243###Applied Systems Presenter###Product Instructor###Applied Systems###
Applied Systems Presenter: Brandee Aguilar – Applied Systems
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###
Applied Systems Representative: Nathan Hoar – Applied Systems
### @@@ Stacey Tipton Gelyon – Applied Systems, Inc. ### 2045752###Applied Systems Representative###Associate Product Manager###Applied Systems, Inc.###
Applied Systems Representative: Stacey Tipton Gelyon – Applied Systems, Inc.
### @@@ Courtney Brablec (she/her/hers) – Applied Systems ### 2045770###Applied Systems Representative###Senior Product Instructor###Applied Systems###
Applied Systems Representative: Courtney Brablec (she/her/hers) – Applied Systems
### she/her/hers 8883
Hands-On Lab: How to Use the Applied Epic Renewals Manager *Limited Seating Available (8871)
Favorite

Virginia Boulant – Aimilios Insurance Services ### 2038582###Presenter###VP of Operations###Aimilios Insurance Services###
Presenter: Virginia Boulant – Aimilios Insurance Services
### @@@ Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners ### 1719345###Presenter###Business Systems Administrator###Baldwin Risk Partners###
Presenter: Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners
### she/her/hers @@@ Jim Zell – Applied Systems, Inc. ### 1719364###Applied Systems Presenter###Sr. Solution Specialist###Applied Systems, Inc.###
Applied Systems Presenter: Jim Zell – Applied Systems, Inc.
### @@@ Kelly Bruce – Applied Systems ### 1719254###Applied Systems Representative###Manager###Applied Systems###
Applied Systems Representative: Kelly Bruce – Applied Systems
### @@@ Joy Jack – Applied Systems ### 1719383###Applied Systems Representative###Director###Applied Systems###
Applied Systems Representative: Joy Jack – Applied Systems
### @@@ Ro Olguin – Applied Systems, Inc. ### 1719325###Applied Systems Representative###Senior Manager, Activation Services###Applied Systems, Inc.###
Applied Systems Representative: Ro Olguin – Applied Systems, Inc.
### 8871
Hands-On Lab: Maximize Efficiency & Consistency with Email Templates *Limited Seating Available (8874)
Favorite

Jennifer Tindall (she/her/hers) – Applied Systems, Inc. ### 1719412###Applied Systems Presenter###Lead Solution Specialist###Applied Systems, Inc. ###
Applied Systems Presenter: Jennifer Tindall (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Systems Representative###Lead Product Instructor, Activation Services###Applied Systems Canada###
Applied Systems Representative: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers @@@ Delia Grenier – Applied Systems Inc ### 2045779###Applied Systems Representative###Lead Product Instructor###Applied Systems Inc###
Applied Systems Representative: Delia Grenier – Applied Systems Inc
### @@@ Courtney Brablec (she/her/hers) – Applied Systems ### 2045770###Applied Systems Representative###Senior Product Instructor###Applied Systems###
Applied Systems Representative: Courtney Brablec (she/her/hers) – Applied Systems
### she/her/hers 8874
Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange (Repeat) *Limited Seating Available (8886)
Favorite

Lori Heemstra – LaPorte Consulting LLC ### 2037309###Presenter###Partner###LaPorte Consulting LLC###
Presenter: Lori Heemstra – LaPorte Consulting LLC
### @@@ Cal Durland – Ivans ### 2045768###Applied Systems Presenter###Director, Agency Customer Success ###Ivans###
Applied Systems Presenter: Cal Durland – Ivans
### 8886
Hands-On Lab: Optimizing Connectivity to Your Insurers with Ivans Exchange *Limited Seating Available (8885)
Favorite

Lori Heemstra – LaPorte Consulting LLC ### 2037309###Presenter###Partner###LaPorte Consulting LLC###
Presenter: Lori Heemstra – LaPorte Consulting LLC
### @@@ Cal Durland – Ivans ### 2045768###Applied Systems Presenter###Director, Agency Customer Success ###Ivans###
Applied Systems Presenter: Cal Durland – Ivans
### 8885
Hands-On Lab: Setting Up and Managing Attachment Folders in Applied Epic *Limited Seating Available (8887)
Favorite

Wendy Mills – Medical Society of Virginia Insurance Agency ### 1719382###Presenter###Epic Administrator###Medical Society of Virginia Insurance Agency###
Presenter: Wendy Mills – Medical Society of Virginia Insurance Agency
### @@@ Virginia Boulant – Aimilios Insurance Services ### 2038582###Presenter###VP of Operations###Aimilios Insurance Services###
Presenter: Virginia Boulant – Aimilios Insurance Services
### @@@ Missy Bosch – McKinneyOlson Insurance ### 2037311###Presenter###Director of Risk Placement###McKinneyOlson Insurance###
Presenter: Missy Bosch – McKinneyOlson Insurance
### @@@ Michael Chartier – Applied Systems Canada ### 1719261###Applied Systems Presenter###Senior Manager, Activation Services###Applied Systems Canada###
Applied Systems Presenter: Michael Chartier – Applied Systems Canada
### @@@ Adam Hendry – Applied Systems ### 2045791###Applied Systems Representative###Senior Manager, Activation Services###Applied Systems ###
Applied Systems Representative: Adam Hendry – Applied Systems
### @@@ Ro Olguin – Applied Systems, Inc. ### 1719325###Applied Systems Representative###Senior Manager, Activation Services###Applied Systems, Inc.###
Applied Systems Representative: Ro Olguin – Applied Systems, Inc.
### 8887
Hands-On Lab: The New EZLynx Reporting Has Arrived *Limited Seating Available (8828)
Favorite

Amanda Crawford (she/her/hers) – Compass Insurance Group, LLC ### 2045514###Presenter###Director of Operations###Compass Insurance Group, LLC###
Presenter: Amanda Crawford (she/her/hers) – Compass Insurance Group, LLC
### she/her/hers @@@ Mel Alsabrook (she/her/hers) – EZLynx ### 2045776###Applied Systems Presenter###Product Owner, Reports###EZLynx###
Applied Systems Presenter: Mel Alsabrook (she/her/hers) – EZLynx
### she/her/hers @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Systems Representative###Dir, Data & Analytics###Applied Systems###
Applied Systems Representative: Aaron Rainey – Applied Systems
### 8828
Hands-On Lab: Tips for a Better Experience in Epic Browser *Limited Seating Available (8888)
Favorite

Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Applied Systems Presenter###Solution Specialist###Applied Systems, Inc.###
Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems, Inc.
### he/him/his @@@ Amanda Recchia – Applied Systems ### 1719401###Applied Systems Representative###Product Manager- Epic Workflow and Communication Management###Applied Systems###
Applied Systems Representative: Amanda Recchia – Applied Systems
### @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Systems Representative###Solution Specialist###Applied Systems###
Applied Systems Representative: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Abby Larson ### 2045798###Applied Systems Representative#########
Applied Systems Representative: Abby Larson
### 8888
Hands-On Lab: Using Budget Tools in Applied Epic for Financials – Part 1 *Limited Seating Available (8872)
Favorite

Dana D. Krebs – Highstreet Insurance Partners, LLC ### 2038570###Presenter###Senior Associate, Business Intelligence###Highstreet Insurance Partners, LLC###
Presenter: Dana D. Krebs – Highstreet Insurance Partners, LLC
### @@@ Kelly Abrams – Applied Systems ### 2045775###Applied Systems Presenter###Senior Implementation Specialist - Accounting ###Applied Systems ###
Applied Systems Presenter: Kelly Abrams – Applied Systems
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Systems Representative###Lead Insurance Operations Consultant###Applied Systems###
Applied Systems Representative: Larry Klutzke CPA CIC – Applied Systems
### @@@ Jim Zell – Applied Systems, Inc. ### 1719364###Applied Systems Representative###Sr. Solution Specialist###Applied Systems, Inc.###
Applied Systems Representative: Jim Zell – Applied Systems, Inc.
### 8872
Hands-On Lab: Using Budget Tools in Applied Epic for Financials – Part 2 *Limited Seating Available (8873)
Favorite

Kelly Abrams – Applied Systems ### 2045775###Applied Systems Presenter###Senior Implementation Specialist - Accounting ###Applied Systems ###
Applied Systems Presenter: Kelly Abrams – Applied Systems
### @@@ Dana D. Krebs – Highstreet Insurance Partners, LLC ### 2038570###Presenter###Senior Associate, Business Intelligence###Highstreet Insurance Partners, LLC###
Presenter: Dana D. Krebs – Highstreet Insurance Partners, LLC
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Systems Representative###Lead Insurance Operations Consultant###Applied Systems###
Applied Systems Representative: Larry Klutzke CPA CIC – Applied Systems
### @@@ Jim Zell – Applied Systems, Inc. ### 1719364###Applied Systems Representative###Sr. Solution Specialist###Applied Systems, Inc.###
Applied Systems Representative: Jim Zell – Applied Systems, Inc.
### 8873
Hitting Growth Targets with the Performance Goals Feature in EZLynx (8919)
Favorite

Jake N. Ferrara – StreetSmart Insurance ### 1719323###Presenter###Principal###StreetSmart Insurance###
Presenter: Jake N. Ferrara – StreetSmart Insurance
### @@@ Cecily Kemp – Applied Systems ### 1719299###Applied Systems Presenter###Business Analyst I###Applied Systems###
Applied Systems Presenter: Cecily Kemp – Applied Systems
### @@@ Samantha Lawson – EZLynx ### 2045767###Applied Systems Representative###Product Manager###EZLynx###
Applied Systems Representative: Samantha Lawson – EZLynx
### 8919
How an Integrated VoIP System Can Drive Revenue and Retention Gains (9008)
Favorite

Charlie Griffin – The Redcliffe Group ### 2165330###Presenter###CTO###The Redcliffe Group###
Presenter: Charlie Griffin – The Redcliffe Group
### 9008
How Leaders Can Combat Virtual Meeting Fatigue and Create Engagement (8652)
Favorite

Joseph M. McFadden – Alliant Insurance Services, Inc. ### 1680279###Presenter###Instructional Design Lead###Alliant Insurance Services, Inc.###
Presenter: Joseph M. McFadden – Alliant Insurance Services, Inc.
### @@@ Jayme Moreno – Alliant Insurance Services Inc ### 1680240###Presenter###Training Specialist Lead###Alliant Insurance Services Inc###
Presenter: Jayme Moreno – Alliant Insurance Services Inc
### 8652
How to Alleviate IT-Related Stress for Employees (8637)
Favorite

Collin Passman – Acrisure LLC ### 1680243###Presenter###Platform Integration Manager###Acrisure LLC###
Presenter: Collin Passman – Acrisure LLC
### @@@ Shaun T. Lopez – Highstreet Insurance Partners ### 1719308###Presenter###Senior Associate, Epic Systems Integration Senior Associate, Epic Systems Integration Senior Associate, Epic Systems Intergration###Highstreet Insurance Partners###
Presenter: Shaun T. Lopez – Highstreet Insurance Partners
### 8637
How to Deal with Difficult Customers During Hard Times (8932)
Favorite

Dean Molle – Alliant Insurance Services ### 1719394###Presenter###Training Specialist ###Alliant Insurance Services###
Presenter: Dean Molle – Alliant Insurance Services
### @@@ Nancy M. Chavez (she/her/hers) – Alliant Insurance Services, Inc. ### 1719262###Presenter###Senior Training Advisor###Alliant Insurance Services, Inc.###
Presenter: Nancy M. Chavez (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers 8932
How to Have Difficult Conversations (8659)
Favorite

Carla Spencer (she/her/hers) – Alliant Insurance Services, Inc. ### 1752485###Presenter###Vice President, Director, Employee Development###Alliant Insurance Services, Inc.###
Presenter: Carla Spencer (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Joseph M. McFadden – Alliant Insurance Services, Inc. ### 1680279###Presenter###Instructional Design Lead###Alliant Insurance Services, Inc.###
Presenter: Joseph M. McFadden – Alliant Insurance Services, Inc.
### 8659
How to Make the Most of Your ACN (Applied Client Network) Membership (8958)
Favorite

Kathy DeGrandchamp – BOK Financial Insurance ### 1719270###Moderator###VP, Risk Management###BOK Financial Insurance###
Moderator: Kathy DeGrandchamp – BOK Financial Insurance
### @@@ Colleen Lazanich (she/her/hers) – CalNonprofits Insurance Services ### 1719303###Panelist###CEO###CalNonprofits Insurance Services###
Panelist: Colleen Lazanich (she/her/hers) – CalNonprofits Insurance Services
### she/her/hers @@@ Ron Brunell ### 2099621###Panelist#########
Panelist: Ron Brunell
### @@@ Melissa Zornes – Cadence Insurance ### 2099623###Panelist###SVP, Head of Employee Benefits Client Services###Cadence Insurance###
Panelist: Melissa Zornes – Cadence Insurance
### @@@ CJ Nolan – Munn Insurance Ltd. ### 1719396###Panelist###President & CEO###Munn Insurance Ltd.###
Panelist: CJ Nolan – Munn Insurance Ltd.
### 8958
How to Use the Book of Business Import Tool to Complete Client and Policy Migrations Yourself (8680)
Favorite

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Assoc. Dir. Agency Business Application Data###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### 8680
How to Use the Bulk Policy Renewal Tool to Renew a Large Number of Policies (8682)
Favorite

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Assoc. Dir. Agency Business Application Data###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### 8682
How You Impact Accounting (8925)
Favorite

Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners ### 1719345###Presenter###Business Systems Administrator###Baldwin Risk Partners###
Presenter: Ingrid Smith ANFI, ACSR (she/her/hers) – Baldwin Risk Partners
### she/her/hers 8925
I
Improving Your Agency’s Efficiency and Retention Using Activities (8647)
Favorite

Kathryn Lerch – Darr Schackow Insurance ### 1948955###Presenter###VP of Agency Operations###Darr Schackow Insurance###
Presenter: Kathryn Lerch – Darr Schackow Insurance
### @@@ Julie Levine – Harry Levine Insurance ### 1680277###Presenter###Vice President###Harry Levine Insurance###
Presenter: Julie Levine – Harry Levine Insurance
### 8647
Increasing Servicing Staff’s Productivity (8972)
Favorite

Olivia Ziegler (she/her/hers) – German American Insurance ### 1719420###Presenter###Operations & Systems Administrator###German American Insurance###
Presenter: Olivia Ziegler (she/her/hers) – German American Insurance
### she/her/hers @@@ Amanda Loya, German American Insurance, Inc (she/her/hers) – German American Insurance, Inc ### 1948963###Presenter###VP of Operations & Commercial Service###German American Insurance, Inc###
Presenter: Amanda Loya, German American Insurance, Inc (she/her/hers) – German American Insurance, Inc
### she/her/hers 8972
Insurance Brokerage Challenges and Opportunities (8955)
Favorite

Tom Doran ### 1719273###Presenter#########
Presenter: Tom Doran
### 8955
Integrating VoIP with Applied Epic (8813)
Favorite

Brez Jacobus – Applied Systems ### 1792826###Applied Systems Presenter###Business Architect###Applied Systems###
Applied Systems Presenter: Brez Jacobus – Applied Systems
### @@@ Garrett Gupton – Applied Systems ### 2045760###Applied Systems Representative###Business Architect###Applied Systems###
Applied Systems Representative: Garrett Gupton – Applied Systems
### 8813
Integrating with Employee Navigator to Complete the Benefits Renewal Process (8927)
Favorite

Dan Morrill – Applied Systems ### 1719318###Applied Systems Presenter###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Systems Presenter: Dan Morrill – Applied Systems
### @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Systems Representative###Solution Specialist###Applied Systems###
Applied Systems Representative: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers 8927
Interface and Download Considerations for Larger Agencies (8683)
Favorite

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Assoc. Dir. Agency Business Application Data###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### @@@ Lisa Sheely – Acrisure ### 2037319###Presenter###Carrier Interface Supervisor###Acrisure###
Presenter: Lisa Sheely – Acrisure
### @@@ Paolina Testa (she/her/hers) – Applied Systems ### 2045764###Applied Systems Representative###Sr. Implementation Specialist - Accounting & Interface###Applied Systems###
Applied Systems Representative: Paolina Testa (she/her/hers) – Applied Systems
### she/her/hers 8683
Intermediate Tips and Tricks for Microsoft Excel (8684)
Favorite

Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers 8684
Introduction and Overview to Applied Epic for Salesforce (8894)
Favorite

Carlie Johnston (she/her/hers) – Applied Systems ### 1794115###Applied Systems Presenter###Lead Solution Consultant###Applied Systems###
Applied Systems Presenter: Carlie Johnston (she/her/hers) – Applied Systems
### she/her/hers @@@ Bo Brown – Sales ### 1719253###Applied Systems Presenter###VP - CRM Sales###Sales###
Applied Systems Presenter: Bo Brown – Sales
### @@@ Gabriel Tremblay (he/him/his) – Applied Systems ### 2045777###Applied Systems Representative###Product Manager###Applied Systems###
Applied Systems Representative: Gabriel Tremblay (he/him/his) – Applied Systems
### he/him/his @@@ Eboni K. Brown (she/her/hers) – Applied Systems ### 2045778###Applied Systems Representative###Implementation Consultant###Applied Systems###
Applied Systems Representative: Eboni K. Brown (she/her/hers) – Applied Systems
### she/her/hers 8894
Introduction and Overview to Applied Marketing Automation (8897)
Favorite

Linda Bendele – Applied Systems ### 1719445###Applied Systems Presenter###Solution Specialist - Adoption Services###Applied Systems###
Applied Systems Presenter: Linda Bendele – Applied Systems
### @@@ JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions ### 1719304###Applied Systems Representative###Director, Product Management###Sales and Marketing Automation Solutions###
Applied Systems Representative: JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions
### he/him/his 8897
Introduction to Applied Pay (8814)
Favorite

Chase Petrey ### 2119284###Applied Systems Presenter#########
Applied Systems Presenter: Chase Petrey
### @@@ Carlie Johnston (she/her/hers) – Applied Systems ### 1794115###Applied Systems Presenter###Lead Solution Consultant###Applied Systems###
Applied Systems Presenter: Carlie Johnston (she/her/hers) – Applied Systems
### she/her/hers 8814
Introduction to Ask Kodiak (8898)
Favorite

Jody Pinnock (he/him/his) – Ivans / Ask Kodiak ### 2127902###Applied Systems Presenter###Customer Success Manager###Ivans / Ask Kodiak###
Applied Systems Presenter: Jody Pinnock (he/him/his) – Ivans / Ask Kodiak
### he/him/his 8898
Introduction to Canadian Commercial Lines Quoting in Applied Policy Works (8901)
Favorite

Kelly Bruce – Applied Systems ### 1719254###Applied Systems Presenter###Manager###Applied Systems###
Applied Systems Presenter: Kelly Bruce – Applied Systems
### @@@ Michael Chartier – Applied Systems Canada ### 1719261###Applied Systems Presenter###Senior Manager, Activation Services###Applied Systems Canada###
Applied Systems Presenter: Michael Chartier – Applied Systems Canada
### @@@ Susanna Fraser-Kuipers – Applied Systems Canada ### 1719280###Applied Systems Representative###Director, Product Management, Commercial Lines###Applied Systems Canada###
Applied Systems Representative: Susanna Fraser-Kuipers – Applied Systems Canada
### @@@ William Ma – Applied Systems Canada ### 1719311###Applied Systems Representative###VP of Product Management and Innovation###Applied Systems Canada###
Applied Systems Representative: William Ma – Applied Systems Canada
### @@@ Danielle Fiola-Robles (she/her/hers) – Applied Systems Canada ### 2045761###Applied Systems Representative###Product Manager###Applied Systems Canada###
Applied Systems Representative: Danielle Fiola-Robles (she/her/hers) – Applied Systems Canada
### she/her/hers 8901
Introduction to Internal Certificate Processing in Applied CSR24 (8815)
Favorite

Delia Grenier – Applied Systems Inc ### 2045779###Applied Systems Presenter###Lead Product Instructor###Applied Systems Inc###
Applied Systems Presenter: Delia Grenier – Applied Systems Inc
### @@@ Becky RiskSOURCE (she/her/hers) – RiskSOURCE ### 1680276###Presenter###Client Relations Manager###RiskSOURCE###
Presenter: Becky RiskSOURCE (she/her/hers) – RiskSOURCE
### she/her/hers @@@ Joy Jack – Applied Systems ### 1719383###Applied Systems Representative###Director###Applied Systems###
Applied Systems Representative: Joy Jack – Applied Systems
### 8815
Introduction to the New Product Advisory Community (8928)
Favorite

Dana Stasiak – Applied Systems Inc. ### 1719348###Applied Systems Presenter###Product Director, Epic - Enterprise Systems###Applied Systems Inc.###
Applied Systems Presenter: Dana Stasiak – Applied Systems Inc.
### 8928
IPFS Integrations with Applied Epic (9002)
Favorite

Gary Korte (he/him/his) – Imperial PFS ### 2075440###Presenter###Director of Integrations & CRM###Imperial PFS###
Presenter: Gary Korte (he/him/his) – Imperial PFS
### he/him/his 9002
It's Okay to Brag About Your Community Involvement (8690)
Favorite

Manny Barbosa, 125 (he/him/his) – Liberty Mutual Insurance | Safeco Insurance ### 1948960###Presenter###Marketing Programs Managers and Growth Consultant###Liberty Mutual Insurance | Safeco Insurance###
Presenter: Manny Barbosa, 125 (he/him/his) – Liberty Mutual Insurance | Safeco Insurance
### he/him/his @@@ Shannon Chatman (she/her/hers) – Liberty Mutual | Safeco Insurance | State Auto ### 1948968###Presenter###Marketing Programs Manager and Growth Consultant,###Liberty Mutual | Safeco Insurance | State Auto###
Presenter: Shannon Chatman (she/her/hers) – Liberty Mutual | Safeco Insurance | State Auto
### she/her/hers @@@ Gabriel Tremblay (he/him/his) – Applied Systems ### 2045777###Applied Systems Representative###Product Manager###Applied Systems###
Applied Systems Representative: Gabriel Tremblay (he/him/his) – Applied Systems
### he/him/his 8690
K
Keeping Your Communications Effective and Timely with EZLynx Communication Center (8880)
Favorite

Wajahat Khan (he/him/his) – EZLynx ### 1719300###Applied Systems Presenter###Senior Business Analyst II###EZLynx###
Applied Systems Presenter: Wajahat Khan (he/him/his) – EZLynx
### he/him/his @@@ Anoop Bargur – EZLynx ### 1722738###Applied Systems Representative###Product Manager###EZLynx###
Applied Systems Representative: Anoop Bargur – EZLynx
### 8880
L
Learning Lounge - Accountant (9914)
Favorite

Dana D. Krebs – Highstreet Insurance Partners, LLC ### 2038570###Moderator###Senior Associate, Business Intelligence###Highstreet Insurance Partners, LLC###
Moderator: Dana D. Krebs – Highstreet Insurance Partners, LLC
### 9914
Learning Lounge - Canada (9917)
Favorite

Melissa Lukas (she/her/hers) – OTIP Group of Companies ### 1719309###Moderator###Business Implementation & Enablement Manager###OTIP Group of Companies###
Moderator: Melissa Lukas (she/her/hers) – OTIP Group of Companies
### she/her/hers 9917
Learning Lounge - Customer Service Representative (9912)
Favorite

Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC ### 1719384###Moderator###System Administrator / Private Client Account Manager###Arthur J Gallagher Risk Management LLC###
Moderator: Miriam Kasseris (she/her/hers) – Arthur J Gallagher Risk Management LLC
### she/her/hers 9912
Learning Lounge - Employee Benefits - Account Manager (9915)
Favorite

Kara Roeder – The Accel Group, LLC ### 2037786###Moderator###Director of Benefits Operations###The Accel Group, LLC###
Moderator: Kara Roeder – The Accel Group, LLC
### 9915
Learning Lounge - HR Manager (9913)
Favorite

Cally Lever ### 2132673###Moderator#########
Moderator: Cally Lever
### 9913
Learning Lounge - IT/Operations Manager (9916)
Favorite

Collin Passman – Acrisure LLC ### 1680243###Moderator###Platform Integration Manager###Acrisure LLC###
Moderator: Collin Passman – Acrisure LLC
### 9916
Learning Lounge - Owner/Principal (9911)
Favorite

Kathy Ball ### 2132753###Moderator#########
Moderator: Kathy Ball
### 9911
Learning Lounge - Small Agencies/Brokerages (9918)
Favorite

Natalie Thompson – The Harbin Agency ### 1680253###Moderator###Chief Operating Officer ###The Harbin Agency###
Moderator: Natalie Thompson – The Harbin Agency
### 9918
Lessons From the Frontline: How Can You Take a People-First Approach in the New World of Artificial Intelligence? (9007)
Favorite

Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###
Presenter: Dana Beals – Dana Beals Consulting, LLC
### @@@ Jeff Smith ### 2164201###Presenter#########
Presenter: Jeff Smith
### @@@ Steven Salar ### 2164202###Presenter#########
Presenter: Steven Salar
### 9007
M
Making the Applied Epic Marketing Module Work for You (8663)
Favorite

Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group ### 1719424###Presenter###Software Technology Trainer###Sihle Insurance Group###
Presenter: Jacqueline Beracasa (she/her/hers) – Sihle Insurance Group
### she/her/hers @@@ Kathryn Lerch – Darr Schackow Insurance ### 1948955###Presenter###VP of Agency Operations###Darr Schackow Insurance###
Presenter: Kathryn Lerch – Darr Schackow Insurance
### @@@ Melissa Mallozzi – John M Glover Agency ### 1680278###Presenter###Account Manager ###John M Glover Agency ###
Presenter: Melissa Mallozzi – John M Glover Agency
### 8663
Managing Collaboration with Agency Workspace in EZLynx (8920)
Favorite

Wajahat Khan (he/him/his) – EZLynx ### 1719300###Applied Systems Presenter###Senior Business Analyst II###EZLynx###
Applied Systems Presenter: Wajahat Khan (he/him/his) – EZLynx
### he/him/his @@@ Ryan Beukema – EZLynx ### 1719248###Applied Systems Representative###Director, Business Analyst###EZLynx ###
Applied Systems Representative: Ryan Beukema – EZLynx
### 8920
Managing Remote Employees (8859)
Favorite

Adam Hendry – Applied Systems ### 2045791###Presenter###Senior Manager, Activation Services###Applied Systems ###
Presenter: Adam Hendry – Applied Systems
### @@@ Kerrie Koestner (she/her/hers) – FBinsure ### 1719302###Presenter###Senior Vice President ###FBinsure###
Presenter: Kerrie Koestner (she/her/hers) – FBinsure
### she/her/hers 8859
Marketing Your Agency: Putting It All Together (8645)
Favorite

Jason L. Lehman, FUSA Insurance Agency – FUSA Insurance Agency ### 1948961###Presenter###Marketing Manager###FUSA Insurance Agency###
Presenter: Jason L. Lehman, FUSA Insurance Agency – FUSA Insurance Agency
### @@@ Gabriel Tremblay (he/him/his) – Applied Systems ### 2045777###Applied Systems Representative###Product Manager###Applied Systems###
Applied Systems Representative: Gabriel Tremblay (he/him/his) – Applied Systems
### he/him/his 8645
Maximize Efficiency Using Commercial Lines Download (8819)
Favorite

Lori Heemstra – LaPorte Consulting LLC ### 2037309###Presenter###Partner###LaPorte Consulting LLC###
Presenter: Lori Heemstra – LaPorte Consulting LLC
### @@@ Jacki Fraggis – Arthur J Gallagher Risk Mgmt ### 1719439###Presenter###Director, Agency Mgmt Systems & Carrier Services - GGB Americas###Arthur J Gallagher Risk Mgmt ###
Presenter: Jacki Fraggis – Arthur J Gallagher Risk Mgmt
### @@@ Robyn Orndorf – Ivans ### 1719327###Applied Systems Presenter###Product Owner###Ivans###
Applied Systems Presenter: Robyn Orndorf – Ivans
### 8819
Maximize Your CRM Experience with EZLynx Sales Center (8933)
Favorite

Wajahat Khan (he/him/his) – EZLynx ### 1719300###Applied Systems Representative###Senior Business Analyst II###EZLynx###
Applied Systems Representative: Wajahat Khan (he/him/his) – EZLynx
### he/him/his @@@ Samantha Lawson – EZLynx ### 2045767###Applied Systems Presenter###Product Manager###EZLynx###
Applied Systems Presenter: Samantha Lawson – EZLynx
### 8933
Modernizing and Managing Activities for Efficiency (8822)
Favorite

Courtney Brablec (she/her/hers) – Applied Systems ### 2045770###Applied Systems Presenter###Senior Product Instructor###Applied Systems###
Applied Systems Presenter: Courtney Brablec (she/her/hers) – Applied Systems
### she/her/hers 8822
More Magic: Expanding your SET Command Skills in Microsoft Word (8821)
Favorite

Jennifer Tindall (she/her/hers) – Applied Systems, Inc. ### 1719412###Applied Systems Presenter###Lead Solution Specialist###Applied Systems, Inc. ###
Applied Systems Presenter: Jennifer Tindall (she/her/hers) – Applied Systems, Inc.
### she/her/hers 8821
Moving from Cash to Accrual Basis Within Applied Epic (8688)
Favorite

Lisa Fields, Tricor Insurance (she/her/hers) – Tricor Insurance ### 1948970###Presenter###CFO###Tricor Insurance###
Presenter: Lisa Fields, Tricor Insurance (she/her/hers) – Tricor Insurance
### she/her/hers 8688
N
Navigating Industry Challenges in 2023 and Beyond (8818)
Favorite

Bobbie L. Fernandez (she/her/hers) – Agency Performance Partners ### 1719425###Presenter###Performance Coach###Agency Performance Partners###
Presenter: Bobbie L. Fernandez (she/her/hers) – Agency Performance Partners
### she/her/hers 8818
Navigating the AI Revolution (8924)
Favorite

Sreekanth Kannepalli – Applied Systems ### 2045759###Applied Systems Presenter###Senior Vice President, Platform###Applied Systems###
Applied Systems Presenter: Sreekanth Kannepalli – Applied Systems
### @@@ Kyle Amboyer – Applied Systems Inc. ### 2106126###Applied Systems Representative###Vice President, AI Engineering###Applied Systems Inc.###
Applied Systems Representative: Kyle Amboyer – Applied Systems Inc.
### @@@ Anoop Bargur – EZLynx ### 1722738###Applied Systems Representative###Product Manager###EZLynx###
Applied Systems Representative: Anoop Bargur – EZLynx
### @@@ JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions ### 1719304###Applied Systems Representative###Director, Product Management###Sales and Marketing Automation Solutions###
Applied Systems Representative: JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions
### he/him/his 8924
New Dashboards in Applied Epic for Principals (8976)
Favorite

Jim Zell – Applied Systems, Inc. ### 1719364###Applied Systems Presenter###Sr. Solution Specialist###Applied Systems, Inc.###
Applied Systems Presenter: Jim Zell – Applied Systems, Inc.
### @@@ Jack Bergersen (he/him/his) – Applied Systems ### 2045782###Applied Systems Representative###Sr. Director, Analytics & Visualization###Applied Systems###
Applied Systems Representative: Jack Bergersen (he/him/his) – Applied Systems
### he/him/his 8976
New Dashboards in Applied Epic for Sales Managers (8978)
Favorite

Ro Olguin – Applied Systems, Inc. ### 1719325###Applied Systems Presenter###Senior Manager, Activation Services###Applied Systems, Inc.###
Applied Systems Presenter: Ro Olguin – Applied Systems, Inc.
### @@@ Jack Bergersen (he/him/his) – Applied Systems ### 2045782###Applied Systems Representative###Sr. Director, Analytics & Visualization###Applied Systems###
Applied Systems Representative: Jack Bergersen (he/him/his) – Applied Systems
### he/him/his 8978
New Dashboards in Applied Epic for Servicing Department/Team Leads (8977)
Favorite

Jennifer Tindall (she/her/hers) – Applied Systems, Inc. ### 1719412###Applied Systems Presenter###Lead Solution Specialist###Applied Systems, Inc. ###
Applied Systems Presenter: Jennifer Tindall (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Jack Bergersen (he/him/his) – Applied Systems ### 2045782###Applied Systems Representative###Sr. Director, Analytics & Visualization###Applied Systems###
Applied Systems Representative: Jack Bergersen (he/him/his) – Applied Systems
### he/him/his 8977
O
Onboarding Staff to Applied CSR24 to Maximize Engagement (8951)
Favorite

Karla J. Myers (she/her/hers) – Franconia Insurance & Financial Services ### 1719320###Presenter###Operations Manager###Franconia Insurance & Financial Services###
Presenter: Karla J. Myers (she/her/hers) – Franconia Insurance & Financial Services
### she/her/hers @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Presenter###Senior Implementation Specialist###Applied Systems###
Applied Systems Presenter: Rebecca Michelau – Applied Systems
### @@@ Matt Duggan – Applied Systems ### 1719275###Applied Systems Representative###Sr. Implementation Specialist###Applied Systems###
Applied Systems Representative: Matt Duggan – Applied Systems
### 8951
Optimizing Applied Epic for Success – Accounts (8670)
Favorite

Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###
Presenter: Dana Beals – Dana Beals Consulting, LLC
### 8670
Optimizing Applied Epic for Success – Configuration (8669)
Favorite

Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###
Presenter: Dana Beals – Dana Beals Consulting, LLC
### @@@ Jennifer Tindall (she/her/hers) – Applied Systems, Inc. ### 1719412###Applied Systems Representative###Lead Solution Specialist###Applied Systems, Inc. ###
Applied Systems Representative: Jennifer Tindall (she/her/hers) – Applied Systems, Inc.
### she/her/hers 8669
P
Peer Insights on Adopting and Implementing Commercial Lines Download (8638)
Favorite

Steve Bayless (he/him/his) – Carroll Insurance Agency, LTD ### 1719246###Presenter###Commercial Lines Manager###Carroll Insurance Agency, LTD###
Presenter: Steve Bayless (he/him/his) – Carroll Insurance Agency, LTD
### he/him/his @@@ Mark Harrison – Ivans ### 1719380###Applied Systems Representative###Director of Product Management###Ivans###
Applied Systems Representative: Mark Harrison – Ivans
### 8638
Personal Lines for Benefits - Applied Best Practices (8994)
Favorite

Ashley King (she/her/hers) – Cadence Insurance ### 2055981###Presenter###AVP, Operations Manager###Cadence Insurance###
Presenter: Ashley King (she/her/hers) – Cadence Insurance
### she/her/hers 8994
Private Data Lake - Learnings and Looking Ahead (8981)
Favorite

Sreekanth Kannepalli – Applied Systems ### 2045759###Applied Systems Presenter###Senior Vice President, Platform###Applied Systems###
Applied Systems Presenter: Sreekanth Kannepalli – Applied Systems
### @@@ Garrett Gupton – Applied Systems ### 2045760###Applied Systems Representative###Business Architect###Applied Systems###
Applied Systems Representative: Garrett Gupton – Applied Systems
### 8981
R
Recent Applied Epic Interface Enhancements You May Have Missed (8938)
Favorite

Scott Ingram – Applied Systems ### 1719293###Applied Systems Presenter###Product Manager - Interface###Applied Systems###
Applied Systems Presenter: Scott Ingram – Applied Systems
### 8938
Roundtable: Ask the Applied Epic Interface Team (8843)
Favorite

Scott Ingram – Applied Systems ### 1719293###Applied Systems Presenter###Product Manager - Interface###Applied Systems###
Applied Systems Presenter: Scott Ingram – Applied Systems
### 8843
Roundtable: Digital Brokerage Adoption (Session Facilitated in French) (8957)
Favorite

Karine Poirier’ (she/her/hers) – Applied Systems ### 2045783###Applied Systems Presenter###Senior Insurance Operations Consultant###Applied Systems###
Applied Systems Presenter: Karine Poirier’ (she/her/hers) – Applied Systems
### she/her/hers @@@ Steve Binet (he/him/his) – Applied Systems ### 2045784###Applied Systems Presenter###Operational Consultant###Applied Systems###
Applied Systems Presenter: Steve Binet (he/him/his) – Applied Systems
### he/him/his 8957
Roundtable: EZLynx Customer Feedback (8952)
Favorite

Brenna Johnson – Applied Systems, EZLynx ### 1722739###Applied Systems Presenter###Vice President Product Management, EZLynx###Applied Systems, EZLynx###
Applied Systems Presenter: Brenna Johnson – Applied Systems, EZLynx
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Systems Representative###Director of Product Management###Applied Systems###
Applied Systems Representative: Vijay Rengarajan – Applied Systems
### @@@ Ashok Reddy – Applied Systems ### 1719402###Applied Systems Representative###Product Manager###Applied Systems###
Applied Systems Representative: Ashok Reddy – Applied Systems
### @@@ Anoop Bargur – EZLynx ### 1722738###Applied Systems Representative###Product Manager###EZLynx###
Applied Systems Representative: Anoop Bargur – EZLynx
### @@@ Aaron Rainey – Applied Systems ### 1719334###Applied Systems Representative###Dir, Data & Analytics###Applied Systems###
Applied Systems Representative: Aaron Rainey – Applied Systems
### @@@ Janie Turner, CIC, CISR, ACSR – EZLynx ### 1719354###Applied Systems Representative###Subject Matter Expert###EZLynx###
Applied Systems Representative: Janie Turner, CIC, CISR, ACSR – EZLynx
### @@@ Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Applied Systems Representative###Product Manager - EZLynx###Applied Systems, Inc.###
Applied Systems Representative: Michael Rabinowitz – Applied Systems, Inc.
### @@@ Samantha Lawson – EZLynx ### 2045767###Applied Systems Representative###Product Manager###EZLynx###
Applied Systems Representative: Samantha Lawson – EZLynx
### @@@ Ryan Beukema – EZLynx ### 1719248###Applied Systems Representative###Director, Business Analyst###EZLynx ###
Applied Systems Representative: Ryan Beukema – EZLynx
### @@@ Cecily Kemp – Applied Systems ### 1719299###Applied Systems Representative###Business Analyst I###Applied Systems###
Applied Systems Representative: Cecily Kemp – Applied Systems
### @@@ Wajahat Khan (he/him/his) – EZLynx ### 1719300###Applied Systems Representative###Senior Business Analyst II###EZLynx###
Applied Systems Representative: Wajahat Khan (he/him/his) – EZLynx
### he/him/his @@@ Cortney Potts – EZLynx ### 1719333###Applied Systems Representative###Business Analyst###EZLynx###
Applied Systems Representative: Cortney Potts – EZLynx
### @@@ Mel Alsabrook (she/her/hers) – EZLynx ### 2045776###Applied Systems Representative###Product Owner, Reports###EZLynx###
Applied Systems Representative: Mel Alsabrook (she/her/hers) – EZLynx
### she/her/hers @@@ Shrey Trivedi (he/him/his) – EZLynx ### 1719413###Applied Systems Representative###Business Analyst I###EZLynx###
Applied Systems Representative: Shrey Trivedi (he/him/his) – EZLynx
### he/him/his @@@ Awad Alnawayseh – EZLynx ### 1722740###Applied Systems Representative###Business Analyst I###EZLynx###
Applied Systems Representative: Awad Alnawayseh – EZLynx
### @@@ Zach Thoenen – Applied Systems ### 2077212###Applied Systems Representative###Sr. UX Designer###Applied Systems###
Applied Systems Representative: Zach Thoenen – Applied Systems
### 8952
Roundtable: How to Analyze Your Current Workflows for Improvement (8671)
Favorite

Dana Beals – Dana Beals Consulting, LLC ### 1680248###Presenter###Consultant###Dana Beals Consulting, LLC###
Presenter: Dana Beals – Dana Beals Consulting, LLC
### 8671
Roundtable: Using Download to Streamline Personal Lines Renewals (8959)
Favorite

Paolina Testa (she/her/hers) – Applied Systems ### 2045764###Applied Systems Presenter###Sr. Implementation Specialist - Accounting & Interface###Applied Systems###
Applied Systems Presenter: Paolina Testa (she/her/hers) – Applied Systems
### she/her/hers 8959
S
SDK and API Tools for Applied Epic (8681)
Favorite

Kevin Sindelar – Acrisure LLC ### 1680236###Presenter###Assoc. Dir. Agency Business Application Data###Acrisure LLC###
Presenter: Kevin Sindelar – Acrisure LLC
### 8681
Segmenting Clients Beyond Industry Codes (8677)
Favorite

Megan Brisebois, 1,000 – Acera Insurance Services ### 1948957###Presenter###Vice President, Client Experience, National Standards###Acera Insurance Services###
Presenter: Megan Brisebois, 1,000 – Acera Insurance Services
### @@@ Jenny Coxon – Acera Insurance Services ### 1680262###Presenter###Director, Business Process, Reporting Operations###Acera Insurance Services###
Presenter: Jenny Coxon – Acera Insurance Services
### 8677
Service Your Clients and Prospects Anytime, Anywhere with Applied Mobile (8936)
Favorite

Janet Yem (she/her/hers) – INSURICA ### 1719418###Presenter###Director, Operation Data Services###INSURICA###
Presenter: Janet Yem (she/her/hers) – INSURICA
### she/her/hers @@@ Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Systems Presenter###Solution Specialist###Applied Systems###
Applied Systems Presenter: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Paula Webb – Applied Systems ### 1680288###Applied Systems Presenter###Product Owner###Applied Systems###
Applied Systems Presenter: Paula Webb – Applied Systems
### 8936
Sharing Accounts Across Multiple Business Segments in Applied Epic (8646)
Favorite

Jennifer Godwin – HUB International ### 2168401###Presenter###M&A Integration Analyst & Senior Systems Trainer###HUB International###
Presenter: Jennifer Godwin – HUB International
### 8646
Succession Planning (8960)
Favorite

CJ Nolan – Munn Insurance Ltd. ### 1719396###Presenter###President & CEO###Munn Insurance Ltd.###
Presenter: CJ Nolan – Munn Insurance Ltd.
### @@@ Kathy DeGrandchamp – BOK Financial Insurance ### 1719270###Presenter###VP, Risk Management###BOK Financial Insurance###
Presenter: Kathy DeGrandchamp – BOK Financial Insurance
### 8960
Supporting Your Neurodiverse Colleagues (9011)
Favorite

Jean-Francois Grondin (he/him/his) – Applied Systems ### 1729184###Presenter###IT Platinum Senior Technician###Applied Systems###
Presenter: Jean-Francois Grondin (he/him/his) – Applied Systems
### he/him/his 9011
T
Tactics on Using Data to Optimize Your Digital Marketing Strategy (8890)
Favorite

Elizabeth Hawse – Core Assurance Partners ### 2037919###Presenter###Director of Marketing & Communications###Core Assurance Partners###
Presenter: Elizabeth Hawse – Core Assurance Partners
### @@@ JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions ### 1719304###Applied Systems Representative###Director, Product Management###Sales and Marketing Automation Solutions###
Applied Systems Representative: JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions
### he/him/his @@@ Gabriel Tremblay (he/him/his) – Applied Systems ### 2045777###Applied Systems Presenter###Product Manager###Applied Systems###
Applied Systems Presenter: Gabriel Tremblay (he/him/his) – Applied Systems
### he/him/his 8890
Tech to Help Canadian Brokers Increase Efficiencies in Their Personal Lines Workflows (8905)
Favorite

Michael Chartier – Applied Systems Canada ### 1719261###Applied Systems Presenter###Senior Manager, Activation Services###Applied Systems Canada###
Applied Systems Presenter: Michael Chartier – Applied Systems Canada
### @@@ Lindsay Stradeski (she/her/hers) – Applied Systems ### 1719409###Applied Systems Representative###Sr Director, Solution Consulting###Applied Systems###
Applied Systems Representative: Lindsay Stradeski (she/her/hers) – Applied Systems
### she/her/hers @@@ William Ma – Applied Systems Canada ### 1719311###Applied Systems Representative###VP of Product Management and Innovation###Applied Systems Canada###
Applied Systems Representative: William Ma – Applied Systems Canada
### @@@ Natalie Tetler – Applied Systems Canada ### 1719350###Applied Systems Representative###Director of Product Management###Applied Systems Canada###
Applied Systems Representative: Natalie Tetler – Applied Systems Canada
### 8905
Tech to Help Canadian Brokers Maximize Their Commercial Lines Workflows (8902)
Favorite

Danielle Fiola-Robles (she/her/hers) – Applied Systems Canada ### 2045761###Applied Systems Representative###Product Manager###Applied Systems Canada###
Applied Systems Representative: Danielle Fiola-Robles (she/her/hers) – Applied Systems Canada
### she/her/hers @@@ Lindsay Stradeski (she/her/hers) – Applied Systems ### 1719409###Applied Systems Presenter###Sr Director, Solution Consulting###Applied Systems###
Applied Systems Presenter: Lindsay Stradeski (she/her/hers) – Applied Systems
### she/her/hers @@@ Susanna Fraser-Kuipers – Applied Systems Canada ### 1719280###Applied Systems Representative###Director, Product Management, Commercial Lines###Applied Systems Canada###
Applied Systems Representative: Susanna Fraser-Kuipers – Applied Systems Canada
### @@@ William Ma – Applied Systems Canada ### 1719311###Applied Systems Representative###VP of Product Management and Innovation###Applied Systems Canada###
Applied Systems Representative: William Ma – Applied Systems Canada
### @@@ Michael Chartier – Applied Systems Canada ### 1719261###Applied Systems Presenter###Senior Manager, Activation Services###Applied Systems Canada###
Applied Systems Presenter: Michael Chartier – Applied Systems Canada
### 8902
Text Messaging in Applied Epic (8827)
Favorite

Erika Moore (she/her/hers) – Applied Systems, Inc. ### 2045785###Applied Systems Presenter###Product Owner - Communication Management###Applied Systems, Inc. ###
Applied Systems Presenter: Erika Moore (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Amanda Recchia – Applied Systems ### 1719401###Applied Systems Presenter###Product Manager- Epic Workflow and Communication Management###Applied Systems###
Applied Systems Presenter: Amanda Recchia – Applied Systems
### 8827
The Future of Data Analytics with Applied (8975)
Favorite

Jeff Krzeminski – Applied Systems ### 2045788###Applied Systems Presenter###SVP Product Management###Applied Systems###
Applied Systems Presenter: Jeff Krzeminski – Applied Systems
### 8975
The Latest Applied CSR24 Configuration and Administration Tips (8816)
Favorite

Matt Duggan – Applied Systems ### 1719275###Applied Systems Presenter###Sr. Implementation Specialist###Applied Systems###
Applied Systems Presenter: Matt Duggan – Applied Systems
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###
Applied Systems Representative: Nathan Hoar – Applied Systems
### @@@ Rebecca Michelau – Applied Systems ### 1719316###Applied Systems Representative###Senior Implementation Specialist###Applied Systems###
Applied Systems Representative: Rebecca Michelau – Applied Systems
### 8816
The New Realities of Talent and the Workforce Across P&C (8956)
Favorite

Mark Breading – ReSource Pro ### 1718788###Presenter###Partner###ReSource Pro###
Presenter: Mark Breading – ReSource Pro
### 8956
The Post-Digital Insurer: How Markets, Experiences, And Tech Will Be Changing (8954)
Favorite

Ellen Carney – Forrester ### 1719257###Presenter###Principal Analyst###Forrester###
Presenter: Ellen Carney – Forrester
### 8954
The Power of Pivot Tables (8685)
Favorite

Sue Good (she/her/hers) – Alexant Systems Corporation ### 1680242###Presenter###Senior Consultant###Alexant Systems Corporation###
Presenter: Sue Good (she/her/hers) – Alexant Systems Corporation
### she/her/hers 8685
The State of Digital in Small Commercial (8676)
Favorite

Dale Steinke (he/him/his) – Liberty Mutual Business Insurance / Safeco Insurance / State Auto Insurance ### 1680257###Presenter###Director, Independent Agency Growth Strategy###Liberty Mutual Business Insurance / Safeco Insurance / State Auto Insurance###
Presenter: Dale Steinke (he/him/his) – Liberty Mutual Business Insurance / Safeco Insurance / State Auto Insurance
### he/him/his 8676
The Value of Centralized Identity Management (8812)
Favorite

Frank Smith – Applied Systems ### 1773583###Applied Systems Presenter###Sr. Platform Product Manager###Applied Systems###
Applied Systems Presenter: Frank Smith – Applied Systems
### 8812
Tips and Tricks for Common Download Issues (8829)
Favorite

Celia Cauthen (she/her/hers) – Applied Systems ### 1719260###Applied Systems Presenter###Sr. Implementation Specialist -Interface###Applied Systems###
Applied Systems Presenter: Celia Cauthen (she/her/hers) – Applied Systems
### she/her/hers 8829
Tips and Tricks for Downloading with EZLynx (8942)
Favorite

Michael Nelson – EZLynx ### 1719321###Applied Systems Presenter###Customer Success Manager###EZLynx###
Applied Systems Presenter: Michael Nelson – EZLynx
### 8942
Tips and Tricks for Downloading with EZLynx (Repeat) (8943)
Favorite

Michael Nelson – EZLynx ### 1719321###Applied Systems Presenter###Customer Success Manager###EZLynx###
Applied Systems Presenter: Michael Nelson – EZLynx
### 8943
Tips for a Successful Move to the Browser Interface of Applied Epic (8935)
Favorite

Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Systems Presenter###Solution Specialist###Applied Systems###
Applied Systems Presenter: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers 8935
Today's Culture - Tomorrow's Success Restart, Revisualize and Right Size Your Agency (8996)
Favorite

Rick Morgan – Wahve ### 1741326###Presenter###Sr. VP Marketing###Wahve###
Presenter: Rick Morgan – Wahve
### 8996
Total CSR Demo (9015)
Favorite

Ashton Volk – Total CSR ### 1743120###Presenter###Vice President of Sales###Total CSR###
Presenter: Ashton Volk – Total CSR
### 9015
Tracking Producer Commission Agreements in Applied Epic (8830)
Favorite

Susan A. Weiner (she/her/hers) – Applied Systems, Inc. ### 1719356###Applied Systems Presenter###Sr. Customer Advocate Manager###Applied Systems, Inc.###
Applied Systems Presenter: Susan A. Weiner (she/her/hers) – Applied Systems, Inc.
### she/her/hers @@@ Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Applied Systems Representative###Sr. Implementation Specialist - Applied Pay###Applied Systems###
Applied Systems Representative: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his 8830
Transform Your Commercial Lines Application and Renewal Process with Indio (8926)
Favorite

Jesse B. Gomez (he/him/his) – Applied Systems, Inc. ### 1719286###Applied Systems Presenter###Solution Specialist###Applied Systems, Inc.###
Applied Systems Presenter: Jesse B. Gomez (he/him/his) – Applied Systems, Inc.
### he/him/his @@@ Carrie Conejo – C3 Risk & Insurance Services ### 2144585###Presenter###VP of Client Services###C3 Risk & Insurance Services###
Presenter: Carrie Conejo – C3 Risk & Insurance Services
### 8926
Transitioning to Applied Epic Download (8832)
Favorite

Missy Bosch – McKinneyOlson Insurance ### 2037311###Presenter###Director of Risk Placement###McKinneyOlson Insurance###
Presenter: Missy Bosch – McKinneyOlson Insurance
### @@@ Celia Cauthen (she/her/hers) – Applied Systems ### 1719260###Applied Systems Presenter###Sr. Implementation Specialist -Interface###Applied Systems###
Applied Systems Presenter: Celia Cauthen (she/her/hers) – Applied Systems
### she/her/hers 8832
Trends in HR (8833)
Favorite

Kerrie Koestner (she/her/hers) – FBinsure ### 1719302###Presenter###Senior Vice President ###FBinsure###
Presenter: Kerrie Koestner (she/her/hers) – FBinsure
### she/her/hers 8833
Turning Your Insurance Job Into a Career (8913)
Favorite

Nancy M. Chavez (she/her/hers) – Alliant Insurance Services, Inc. ### 1719262###Presenter###Senior Training Advisor###Alliant Insurance Services, Inc.###
Presenter: Nancy M. Chavez (she/her/hers) – Alliant Insurance Services, Inc.
### she/her/hers @@@ Diandra Carpenter – Core Assurance Partners, Inc. ### 2037923###Presenter###Director of Business Development & Marketing###Core Assurance Partners, Inc. ###
Presenter: Diandra Carpenter – Core Assurance Partners, Inc.
### @@@ Dean Molle – Alliant Insurance Services ### 1719394###Presenter###Training Specialist ###Alliant Insurance Services###
Presenter: Dean Molle – Alliant Insurance Services
### 8913
Tying It All Together: Getting the Most from the All-In-One EZLynx Management System (8944)
Favorite

Gary Fournerat – EZLynx ### 2045766###Applied Systems Presenter###Senior Product Instructor###EZLynx###
Applied Systems Presenter: Gary Fournerat – EZLynx
### @@@ Vijay Rengarajan – Applied Systems ### 1719337###Applied Systems Representative###Director of Product Management###Applied Systems###
Applied Systems Representative: Vijay Rengarajan – Applied Systems
### 8944
U
Understanding the Value of Instant Download (8792)
Favorite

Jim Rogers ### 2037315###Presenter#########
Presenter: Jim Rogers
### @@@ Mark Harrison – Ivans ### 1719380###Applied Systems Representative###Director of Product Management###Ivans###
Applied Systems Representative: Mark Harrison – Ivans
### @@@ Scott Ingram – Applied Systems ### 1719293###Applied Systems Representative###Product Manager - Interface###Applied Systems###
Applied Systems Representative: Scott Ingram – Applied Systems
### 8792
Understanding the Value of New Dashboards in Applied Epic (8789)
Favorite

Jack Bergersen (he/him/his) – Applied Systems ### 2045782###Applied Systems Presenter###Sr. Director, Analytics & Visualization###Applied Systems###
Applied Systems Presenter: Jack Bergersen (he/him/his) – Applied Systems
### he/him/his @@@ Megan Wencel – McClone ### 2143144###Presenter###Commercial Lines Manager###McClone###
Presenter: Megan Wencel – McClone
### @@@ Sarah Klapperich – McClone ### 2143145###Presenter###VP Client Experience###McClone###
Presenter: Sarah Klapperich – McClone
### @@@ Sandy Oliver (she/her/hers) – Applied Systems ### 1719326###Applied Systems Representative###Director of Product, Data Products Group###Applied Systems###
Applied Systems Representative: Sandy Oliver (she/her/hers) – Applied Systems
### she/her/hers 8789
Understanding the Value of New Dashboards in Applied Epic (Repeat) (8790)
Favorite

Jack Bergersen (he/him/his) – Applied Systems ### 2045782###Applied Systems Presenter###Sr. Director, Analytics & Visualization###Applied Systems###
Applied Systems Presenter: Jack Bergersen (he/him/his) – Applied Systems
### he/him/his @@@ Deb Welsh – RiskSOURCE Clark-Theders ### 1680270###Presenter###Director of Client Experience###RiskSOURCE Clark-Theders###
Presenter: Deb Welsh – RiskSOURCE Clark-Theders
### @@@ DeeDee Carter – RiskSOURCE Clark Theders ### 2143147###Presenter###Client Experience Manager - Team Lead###RiskSOURCE Clark Theders###
Presenter: DeeDee Carter – RiskSOURCE Clark Theders
### @@@ Mandy Selk ### 2143148###Presenter#########
Presenter: Mandy Selk
### @@@ Sandy Oliver (she/her/hers) – Applied Systems ### 1719326###Applied Systems Representative###Director of Product, Data Products Group###Applied Systems###
Applied Systems Representative: Sandy Oliver (she/her/hers) – Applied Systems
### she/her/hers 8790
Unlock Employee's Full Potential: Strategies for Engagement and Growth that actually work (8999)
Favorite

Justin Goodman – Total CSR ### 2075437###Presenter###CEO ###Total CSR###
Presenter: Justin Goodman – Total CSR
### 8999
Unlock Your Sales Potential: Strategies for Growth (8995)
Favorite

Tucker Hood – Insuredmine ### 1741333###Presenter###Head of Sales###Insuredmine###
Presenter: Tucker Hood – Insuredmine
### 8995
Use Epic Dashboards Data to Drive Marketing Campaigns in Applied Marketing Automation (8953)
Favorite

Linda Bendele – Applied Systems ### 1719445###Applied Systems Presenter###Solution Specialist - Adoption Services###Applied Systems###
Applied Systems Presenter: Linda Bendele – Applied Systems
### @@@ Robert D. Maedgen, III (he/him/his) – Applied Systems ### 1724415###Applied Systems Presenter###Sr. Implementation Specialist - Applied Pay###Applied Systems###
Applied Systems Presenter: Robert D. Maedgen, III (he/him/his) – Applied Systems
### he/him/his @@@ Sandy Oliver (she/her/hers) – Applied Systems ### 1719326###Applied Systems Representative###Director of Product, Data Products Group###Applied Systems###
Applied Systems Representative: Sandy Oliver (she/her/hers) – Applied Systems
### she/her/hers 8953
User Experience Feedback for New Canadian Commercial Line Forms in Applied Epic (8903)
Favorite

Susanna Fraser-Kuipers – Applied Systems Canada ### 1719280###Applied Systems Presenter###Director, Product Management, Commercial Lines###Applied Systems Canada###
Applied Systems Presenter: Susanna Fraser-Kuipers – Applied Systems Canada
### @@@ Danielle Fiola-Robles (she/her/hers) – Applied Systems Canada ### 2045761###Applied Systems Presenter###Product Manager###Applied Systems Canada###
Applied Systems Presenter: Danielle Fiola-Robles (she/her/hers) – Applied Systems Canada
### she/her/hers @@@ Melissa Sant'Ana (she/her/hers) – Applied Systems ### 2045762###Applied Systems Presenter###User Experience Strategist###Applied Systems###
Applied Systems Presenter: Melissa Sant'Ana (she/her/hers) – Applied Systems
### she/her/hers @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Systems Representative###Product Manager - Epic Policy Management ###Applied Systems###
Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers @@@ William Ma – Applied Systems Canada ### 1719311###Applied Systems Representative###VP of Product Management and Innovation###Applied Systems Canada###
Applied Systems Representative: William Ma – Applied Systems Canada
### 8903
Using Applied CSR24 for Your Specialty Markets and MGA/Broker Business (8793)
Favorite

Maggie Essex (she/her/hers) – Applied Systems ### 1719376###Applied Systems Presenter###Solution Specialist###Applied Systems###
Applied Systems Presenter: Maggie Essex (she/her/hers) – Applied Systems
### she/her/hers @@@ Paula Webb – Applied Systems ### 1680288###Applied Systems Presenter###Product Owner###Applied Systems###
Applied Systems Presenter: Paula Webb – Applied Systems
### 8793
Using Applied Epic Attachment Templates and Proposals for Benefits (8834)
Favorite

Burt Tower (he/him/his) – Applied Systems ### 1719353###Applied Systems Presenter###Lead Insurance Operations Consultant###Applied Systems###
Applied Systems Presenter: Burt Tower (he/him/his) – Applied Systems
### he/him/his @@@ Randy Yue – Applied Systems ### 2045757###Applied Systems Presenter###Operations Consultant, Employee Benefits###Applied Systems###
Applied Systems Presenter: Randy Yue – Applied Systems
### @@@ Kim McDonald – Applied Systems ### 1719314###Applied Systems Representative###Senior Product Instructor, Activation Services###Applied Systems###
Applied Systems Representative: Kim McDonald – Applied Systems
### 8834
Using Applied Epic Premium Fields for Your Book of Business Report (8835)
Favorite

Jenny Coxon – Acera Insurance Services ### 1680262###Presenter###Director, Business Process, Reporting Operations###Acera Insurance Services###
Presenter: Jenny Coxon – Acera Insurance Services
### @@@ Ro Olguin – Applied Systems, Inc. ### 1719325###Applied Systems Presenter###Senior Manager, Activation Services###Applied Systems, Inc.###
Applied Systems Presenter: Ro Olguin – Applied Systems, Inc.
### 8835
Using Applied Epic Reports to Audit Daily Transactions (8795)
Favorite

Melissa Lukas (she/her/hers) – OTIP Group of Companies ### 1719309###Presenter###Business Implementation & Enablement Manager###OTIP Group of Companies###
Presenter: Melissa Lukas (she/her/hers) – OTIP Group of Companies
### she/her/hers @@@ Christie Smith (she/her/hers) – OTIP ### 1719406###Presenter###Implementation Specialist###OTIP###
Presenter: Christie Smith (she/her/hers) – OTIP
### she/her/hers @@@ Delia Grenier – Applied Systems Inc ### 2045779###Applied Systems Representative###Lead Product Instructor###Applied Systems Inc###
Applied Systems Representative: Delia Grenier – Applied Systems Inc
### 8795
Using Applied Epic Reports to Measure Customer Service Reps Productivity (8794)
Favorite

Deb Welsh – RiskSOURCE Clark-Theders ### 1680270###Presenter###Director of Client Experience###RiskSOURCE Clark-Theders###
Presenter: Deb Welsh – RiskSOURCE Clark-Theders
### @@@ Sarah Caruso (she/her/hers) – Applied Systems Canada ### 1719258###Applied Systems Representative###Lead Product Instructor, Activation Services###Applied Systems Canada###
Applied Systems Representative: Sarah Caruso (she/her/hers) – Applied Systems Canada
### she/her/hers 8794
Using Applied Marketing Automation to Nurture Prospects and Win More Business (8939)
Favorite

Lisa Muvich (she/her/hers) – Applied Systems ### 1719319###Applied Systems Presenter###Sr. Manager, Content Strategy###Applied Systems###
Applied Systems Presenter: Lisa Muvich (she/her/hers) – Applied Systems
### she/her/hers @@@ Leah Golden (she/her/hers) – Applied Systems ### 2045789###Applied Systems Presenter###Senior Solution Consultant###Applied Systems###
Applied Systems Presenter: Leah Golden (she/her/hers) – Applied Systems
### she/her/hers 8939
Using Benefits Plan Forms in Applied Epic (8945)
Favorite

Kim McDonald – Applied Systems ### 1719314###Applied Systems Presenter###Senior Product Instructor, Activation Services###Applied Systems###
Applied Systems Presenter: Kim McDonald – Applied Systems
### @@@ Rose Plewa (she/her/hers) – Applied Systems ### 1719331###Applied Systems Presenter###Solution Specialist###Applied Systems###
Applied Systems Presenter: Rose Plewa (she/her/hers) – Applied Systems
### she/her/hers @@@ Tom Lind – Applied Systems ### 1719305###Applied Systems Representative###Product Manager, Employee Benefits###Applied Systems###
Applied Systems Representative: Tom Lind – Applied Systems
### @@@ Erin Joubert (she/her/hers) – Applied Systems ### 2045763###Applied Systems Representative###Product Manager - Epic Policy Management ###Applied Systems###
Applied Systems Representative: Erin Joubert (she/her/hers) – Applied Systems
### she/her/hers 8945
Using Download to Enhance the Personal Lines Renewal Process (8969)
Favorite

Nancy Nicklow (she/her/hers) – Huff Insurance ### 2037312###Presenter###President###Huff Insurance###
Presenter: Nancy Nicklow (she/her/hers) – Huff Insurance
### she/her/hers 8969
Using Leads Inbox in Canada to Onboard New Business (8971)
Favorite

Kelly Bruce – Applied Systems ### 1719254###Applied Systems Presenter###Manager###Applied Systems###
Applied Systems Presenter: Kelly Bruce – Applied Systems
### @@@ Courtney Brablec (she/her/hers) – Applied Systems ### 2045770###Applied Systems Presenter###Senior Product Instructor###Applied Systems###
Applied Systems Presenter: Courtney Brablec (she/her/hers) – Applied Systems
### she/her/hers 8971
Using Social Media to Grow your Agency (8667)
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Manny Barbosa, 125 (he/him/his) – Liberty Mutual Insurance | Safeco Insurance ### 1948960###Presenter###Marketing Programs Managers and Growth Consultant###Liberty Mutual Insurance | Safeco Insurance###
Presenter: Manny Barbosa, 125 (he/him/his) – Liberty Mutual Insurance | Safeco Insurance
### he/him/his @@@ David Graham (he/him/his) – CH Insurance ### 1680247###Presenter###Vice President of Technology & Digital Operations###CH Insurance###
Presenter: David Graham (he/him/his) – CH Insurance
### he/him/his @@@ Gabriel Tremblay (he/him/his) – Applied Systems ### 2045777###Applied Systems Representative###Product Manager###Applied Systems###
Applied Systems Representative: Gabriel Tremblay (he/him/his) – Applied Systems
### he/him/his 8667
Using Technology to Automate Your Small Commercial Workflows (8640)
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Joey Bedell – Mike Keith Insurance ### 1719247###Presenter###System Administrator###Mike Keith Insurance###
Presenter: Joey Bedell – Mike Keith Insurance
### 8640
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Website Optimization That Drives Small Commercial Insurance Leads (8968)
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Stacie Cooper – Liberty Mutual Insurance | Safeco Insurance ### 1680260###Presenter###Agency Growth Consultant###Liberty Mutual Insurance | Safeco Insurance###
Presenter: Stacie Cooper – Liberty Mutual Insurance | Safeco Insurance
### @@@ JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions ### 1719304###Applied Systems Representative###Director, Product Management###Sales and Marketing Automation Solutions###
Applied Systems Representative: JF LeBlanc (he/him/his) – Sales and Marketing Automation Solutions
### he/him/his 8968
What Business Leaders Need to Know About Cybersecurity (8908)
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David Gerlach – Applied Systems ### 1719284###Applied Systems Presenter###VP GRC###Applied Systems###
Applied Systems Presenter: David Gerlach – Applied Systems
### @@@ Tanner Randolph – Applied Systems ### 1719335###Applied Systems Representative###Chief Information Security Officer###Applied Systems###
Applied Systems Representative: Tanner Randolph – Applied Systems
### 8908
What to Expect for Data Migration When Transitioning to Applied Epic® (8800)
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Nick Morales (he/him/his) – Applied Systems ### 2045786###Applied Systems Presenter###VP, Data Services###Applied Systems###
Applied Systems Presenter: Nick Morales (he/him/his) – Applied Systems
### he/him/his @@@ Nicole Kamzic (she/her/hers) – Applied Systems ### 2045787###Applied Systems Presenter###Director, Data Services###Applied Systems###
Applied Systems Presenter: Nicole Kamzic (she/her/hers) – Applied Systems
### she/her/hers @@@ Bill Ellingboe – Applied Systems ### 2077215###Applied Systems Presenter###Senior Manager, Activation Services###Applied Systems###
Applied Systems Presenter: Bill Ellingboe – Applied Systems
### 8800
What to Expect for Data Migration When Transitioning to EZLynx (8831)
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Nick Morales (he/him/his) – Applied Systems ### 2045786###Applied Systems Presenter###VP, Data Services###Applied Systems###
Applied Systems Presenter: Nick Morales (he/him/his) – Applied Systems
### he/him/his @@@ Nicole Kamzic (she/her/hers) – Applied Systems ### 2045787###Applied Systems Presenter###Director, Data Services###Applied Systems###
Applied Systems Presenter: Nicole Kamzic (she/her/hers) – Applied Systems
### she/her/hers @@@ Cassie Lorenzen (she/her/hers) – Applied Systems ### 2077220###Applied Systems Representative###Manager###Applied Systems###
Applied Systems Representative: Cassie Lorenzen (she/her/hers) – Applied Systems
### she/her/hers 8831
What's New and What's Next for Applied Mobile Technologies (8891)
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Tom Ives – Applied Systems, Inc. ### 1680264###Applied Systems Presenter###Dir. Product Management###Applied Systems, Inc.###
Applied Systems Presenter: Tom Ives – Applied Systems, Inc.
### @@@ Nathan Hoar – Applied Systems ### 1680274###Applied Systems Representative###Product Owner###Applied Systems###
Applied Systems Representative: Nathan Hoar – Applied Systems
### @@@ Paula Webb – Applied Systems ### 1680288###Applied Systems Representative###Product Owner###Applied Systems###
Applied Systems Representative: Paula Webb – Applied Systems
### 8891
What’s New and What’s Next for Epic Quotes Personal Lines (8911)
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Josh Moore (he/him/his) – Applied Systems ### 1719395###Applied Systems Presenter###Product Manager, Epic Personal Lines Rating###Applied Systems###
Applied Systems Presenter: Josh Moore (he/him/his) – Applied Systems
### he/him/his 8911
What's New and What's Next for Ivans Exchange (8929)
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Heather Prabish (she/her/hers) – Ivans ### 1719399###Applied Systems Presenter###Director, Product Management###Ivans###
Applied Systems Presenter: Heather Prabish (she/her/hers) – Ivans
### she/her/hers 8929
What's New and What's Next for Ivans Exchange (Repeat) (8993)
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Heather Prabish (she/her/hers) – Ivans ### 1719399###Applied Systems Presenter###Director, Product Management###Ivans###
Applied Systems Presenter: Heather Prabish (she/her/hers) – Ivans
### she/her/hers 8993
What's New and What's Next in Applied Benefits Solutions (8946)
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Tom Lind – Applied Systems ### 1719305###Applied Systems Presenter###Product Manager, Employee Benefits###Applied Systems###
Applied Systems Presenter: Tom Lind – Applied Systems
### @@@ Dan Morrill – Applied Systems ### 1719318###Applied Systems Presenter###Product Manager, Applied Benefits Designer###Applied Systems###
Applied Systems Presenter: Dan Morrill – Applied Systems
### 8946
What's New and What's Next with Reporting in Applied Epic (8947)
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Sandy Oliver (she/her/hers) – Applied Systems ### 1719326###Applied Systems Presenter###Director of Product, Data Products Group###Applied Systems###
Applied Systems Presenter: Sandy Oliver (she/her/hers) – Applied Systems
### she/her/hers 8947
What's New and What's Next with Reporting in Applied Epic (Repeat) (8948)
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Sandy Oliver (she/her/hers) – Applied Systems ### 1719326###Applied Systems Presenter###Director of Product, Data Products Group###Applied Systems###
Applied Systems Presenter: Sandy Oliver (she/her/hers) – Applied Systems
### she/her/hers 8948
What's New in Tarmika and What's Next for Applied Epic Agencies (8940)
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Lauren Emmons – Applied Systems ### 1791597###Applied Systems Presenter###Director of Product###Applied Systems###
Applied Systems Presenter: Lauren Emmons – Applied Systems
### @@@ Chad Jochum – Applied Systems ### 2045790###Applied Systems Presenter###Product Owner###Applied Systems###
Applied Systems Presenter: Chad Jochum – Applied Systems
### 8940
What's New in Tarmika and What's Next for EZLynx Agencies (8941)
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Lauren Emmons – Applied Systems ### 1791597###Applied Systems Presenter###Director of Product###Applied Systems###
Applied Systems Presenter: Lauren Emmons – Applied Systems
### @@@ Michael Rabinowitz – Applied Systems, Inc. ### 1719400###Applied Systems Presenter###Product Manager - EZLynx###Applied Systems, Inc.###
Applied Systems Presenter: Michael Rabinowitz – Applied Systems, Inc.
### 8941
What’s Trending in Cybersecurity (8851)
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David Gerlach – Applied Systems ### 1719284###Applied Systems Presenter###VP GRC###Applied Systems###
Applied Systems Presenter: David Gerlach – Applied Systems
### @@@ Tanner Randolph – Applied Systems ### 1719335###Applied Systems Presenter###Chief Information Security Officer###Applied Systems###
Applied Systems Presenter: Tanner Randolph – Applied Systems
### 8851
Why You Should Be Using Combined Reconciliations (8804)
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Dana D. Krebs – Highstreet Insurance Partners, LLC ### 2038570###Presenter###Senior Associate, Business Intelligence###Highstreet Insurance Partners, LLC###
Presenter: Dana D. Krebs – Highstreet Insurance Partners, LLC
### @@@ Larry Klutzke CPA CIC – Applied Systems ### 1719301###Applied Systems Presenter###Lead Insurance Operations Consultant###Applied Systems###
Applied Systems Presenter: Larry Klutzke CPA CIC – Applied Systems
### @@@ John Hartigan (he/him/his) – Applied Systems, Inc. ### 1719427###Applied Systems Representative###Product Manager, Epic Accounting###Applied Systems, Inc.###
Applied Systems Representative: John Hartigan (he/him/his) – Applied Systems, Inc.
### he/him/his 8804