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2011 BEST PRACTICES PANEL SCHEDULE
Agency Integration and Marketing Panel
Chair: Valerie Jordan, Jordan and Jordan Associates
The teleconference calls will be every other month on first Monday (except July) of the month @ 4:00 p.m. Eastern according to the following schedule:
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February 28 - Marketing Compliance for 2012, Joint call with Direct Marketing and Compliance
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April 2
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June 4
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No call in August
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September 24-26 (Phoenix, AZ) - Annual Conference Presentation
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October 1
Chair: Jim Rensel, Sales Quality Research and Toby Haun, Huntington Investments
The teleconference calls will be every other month on the 3rd Tuesday of the month (except May) @ 3:30 p.m. Eastern according to the following schedule:
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February 21 – Where are We on Annuities for 2012? Click Here for a copy of the Handout for the Call
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April 24
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June 19
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No call in August
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September 24 -26 (Phoenix, AZ) - Annual Conference Presentation
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October 16
Chair: Brian Duffy, RSI Insurance
The teleconference calls will be held quarterly on the 2nd Thursday of the month @ 2:00 PM. Eastern according to the following schedule:
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February 16 – Producer Compensation Planning for 2012 Click Here for a copy of the handout of the presentation
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April 12
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June 14
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September 24-26 (Phoenix, AZ) - Annual Conference Presentation
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October 11
Chair: Doug Harrison, BB&T Insurance
The teleconference calls will be held quarterly on the 2nd Thursday of the middle month (except April) at @ 3:00 p.m. Eastern according to the following schedule:
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February 28 – Marketing Compliance for 2012, Joint call with Direct Marketing and Agencey Integration & Marketing
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May 8
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July 12
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September 24-26 (Phoenix, AZ) - Annual Conference Presentation
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November 1
Credit Insurance and Debt Cancellation Panel
Co-Chairs: Ellen Myers, Xybernet, Inc. and Phil Von Mann, US Bank
The teleconference calls will be held quarterly on the 4th Thursday of the month at 4:00 p.m. Eastern according to the following schedule:
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February 23 – Credit Insurance and Debt Cancellation for 2012, where are we Going?
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April 19
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May 31
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September 24-26 (Phoenix, AZ) - Annual Conference Presentation
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October 25
Co-Chairs: Sara Webb, BB&T and Robert Dudacek, Wells Fargo Insurance
The teleconference calls will be held every other month on the 4th Tuesday of the month (except October) @ 3:00 p.m. Eastern according to the following schedule:
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February 28 – Marketing Compliance for 2012, Joint call with Compliance and Agency Integration & Makreting
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April 24
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June 26
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September 24-26 (Phoenix, AZ) - Annual Conference Presentation
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October 30
Life Coverages Panel
Chair: Chris Funk, Great West Life & Annuity
The teleconference calls will be held quarterly on the 3rd Thursday of the month (except May and July) @ 1:00 p.m. Eastern according to the following schedule:
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February 23 - Call Postponed - Watch this space for New Date!
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April 19
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July 19
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September 24-26 (Phoenix, AZ) - Annual Conference Presentation
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October 18
Co-Chairs: Chris Boone, BancorpSouth Insurance and R. Michael Hedden, Bankers Insurance LLC
The teleconference calls will be held every other month on the 3rd Thursday of the month @ 1:00 p.m. Eastern according to the following schedule:
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February 9 – System Solutions to Streamline Operations and Marketing
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May 10
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July 12
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No call in August
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September 24-26 (Phoenix, AZ) - Annual Conference Presentation
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October 11
Chair: Brian Casey, Locke Lord Bissell & Lidell, LLP
The teleconference calls will be held quarterly on the 2nd Wednesday of the month (except November) @ 11:30 a.m. Eastern according to the following schedule:
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March 7 – Social Media Compliance
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April11
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June 13
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September 24-26 (Phoenix, AZ) - Annual Conference Presentation
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October 10
Registration Information:
- Online Registration
- By Fax Just print it out and fax it to the ABIA Office 202-828-4546

