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IIAG Principals Academy

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Comprehensive training and development for your agency's current and future leadership.

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IIAG's Principals Academy offers a comprehensive training and development program suited for future principals and anyone on your agency management team focused on being the most effective agency principal they can be.   

The exciting new program will be presented by industry experts and leaders over the course of three, two-day sessions to cover performance measures, best practices, trends, recruiting, operations, business planning, valuation, perpetuation, legal matters and human resources.


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Enroll your agency leaders in IIAG's Principal Academy beginning November 2-3, where they will be fully developed and trained to lead your agency into the future and beyond.
 
Training, management and development segments included in the Principal Academy:
 
Performance Measures
What do they mean and how does your agency compare to others?

Industry Trends

What is the direction of the independent agency system?

Recruiting
How to find, hire, retain, and lead the best talent in the industry.

Operations 
Utilize workflow and technology to run an efficient and profitable agency that serves your clients well.

Business Planning
Chart your agency's course for where you want to go and how you are going to get there.

Valuation & Perpetuation 
Learn to enhance the value of your agency to allow you options for passing it onto the next generation.

Legal and Human Resources 
What you need to know about compliance in today’s regulatory environment.

Leadership
How to lead effectively in today’s climate through clarity and vision


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Program Enrollment Fee

The Principals Academy enrollment fee is $750 per student and includes lunch every day.   

Program Dates

  • November 1-2, 2017
  • January 24-25, 2018
  • April 25-26, 2018

Program Requirements

  • Committ to attend all three sessions
  • Reading of one book ahead of each session which you are free to purchase in whatever format you prefer. 
  •  Completion of an agency data collection report. The agency specific report will be generated from this and a $500 agency analysis report will be yours to keep. 
  • Non-disclosure agreement. 
  • Completed on-line application.
  • Written Essay on why you want to participate in the Principals Academy and what you hope to achieve.

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Email your completed essay to Christy Minardi at the Independent Insurance Agents of Georgia at this address, cminardi@iiag.org .  You can also send your essay by postal mail to 4555 Mansell Road, Suite 300, Alpharetta, GA 30022. 

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November 1-2, 2017
Southern Insurance Underwriters
4500 Mansell Road, Alpharetta, GA 30022

Session I, Day 1


9:00 a.m. -12:00 p.m.

Best Practices Study of your agency with Reagan Consulting
with Brian McNeely and Harrison Brooks

  • An agency specific Best Practices analysis of your agency (a $500 value).

  • Review of contents of several Best Practices studies and what they mean.

  • Breakout sessions discussing agency specific performance ratios.

  •  State of the Industry review and discussion of what that means to your agency.

  • Producer Recruiting & Development

  • Leadership

12:00 p.m.
Lunch provided on site

12:30 p.m. - 5:00 p.m.
Best Practices Study continues


Session 1, Day 2

9:00 a.m. - 11:00 a.m.
Legends Panel Discussion with Clay Snellings, CPCU, Bill Holman, CPCU, and Clint Ivy, AAI, CIC

11:00 a.m. - 2:00 p.m.
Best Practices Study continues with working lunch at 12:00 p.m.

 
 

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NEARBY HOTELS

Holiday Inn Express:  
2950 Mansell Rd, Alpharetta, GA 30022   Phone: (770) 552-0006

Country Inn & Suites:
3000 Mansell Rd, Alpharetta, GA 30022  Phone: (770) 645-6060

Ramada Limited:         
3020 Mansell Rd, Alpharetta, GA 30022  Phone: (678) 461-7300


Brian McNeelyBrian McNeely

A Partner at Reagan Consulting, Brian primarily works with clients on mergers & acquisitions, agency valuations and strategic consulting projects.  Brian is a Certified Valuation Analyst (CVA) and obtained his undergraduate degree and Master of Accountancy degree from Auburn University. Brian currently maintains the Series 63 and 79 FINRA Registrations through Reagan Securities, Inc., the affiliated FINRA-registered Broker/Dealer of Reagan Consulting, Inc.


Harrison BrooksHarrison Brooks

A Senior Consultant at Reagan Consulting, Harrison primarily works with clients on mergers & acquisitions, agency valuation and strategic consulting projects.

Harrison is a Certified Valuation Analyst (CVA) and he graduated from the University of North Carolina at Chapel Hill with a Business Administration degree from the Kenan-Flagler Business School.  He currently maintains the Series 63 and 79 FINRA Registrations through Reagan Securities, Inc., the affiliated FINRA-registered Broker/Dealer of Reagan Consulting, Inc.

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January 24-25, 2018
LOCATION: Risk Innovations- 211 Perimeter Center Pkwy
Suite 1050,  Atlanta, GA 30346

  • WHAT TO BRING: Your agency's assessment from Reagan Consulting reviewed in the last session  and one or two questions you have from it.  For example, "Why is my agency's revenue per employee low?"


Session Two, Day I 
WEDNESDAY, January 24, 2018
Agency Operations 
with Laura Nettles, Nettles Consulting Network

9:00 a.m. - 2:00 p.m.

  • Workflow
  • Policies and procedures
12:00 p.m. Working Lunch
  • Accounting
  • Account current
  • Account receivables management
  • Session Two, Day II
    THURSDAY, January 25, 2018

    9:00 a.m. - 2:30 p.m.

    Stuart Ganis - Ganis Consulting
    Stuart Ganis started his career as a producer in 1989 and later co-founded an independent insurance agency with his wife Mary, that grew to 20 million in premium volume within 3.5 years. After the sale of the agency, Ganis launched a consulting firm serving local insurance agents in the areas of sales, marketing, operations and M&A advisory services with emphasis on seller representation. Over 1,000 Owners have attended our Agency Growth Academy which challenges Agency Principals to review every facet of their business including sales and service processes, marketing strategy, retention and cross-sell best practices, tracking metrics, culture, and most importantly, themselves.


    NEARBY HOTELS

    Embassy Suites:  1030 Crown Pointe Pkwy, Dunwoody, GA 30338 Phone: 770-394-5454

    Hyatt Place Perimeter Center:  1005 Crestline Pkwy, Sandy Springs, GA 30328, Phone: 770-730-9300

    Crown Plaza Atlanta Perimeter:  4355 Ashford Dunwoody Rd, NE   Dunwoody, GA 30346, Phone: 678-695-9060

    Comfort Suites Perimeter Center: 6110 Peachtree Dunwoody Rd, Sandy Springs, GA 30328, Phone: 770-828-0330

    Hampton Inn & Suites Atlanta Perimeter: 4565 Ashford Dunwoody Road, Atlanta, GA 30346, Phone: 855-605-0317        


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    April 25-26, 2018

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    9:00 a.m. - 5:00 p.m. and 9:00 a.m. - 3:00 p.m.
    LOCATION: Genesee General, 3025 Windward Plaza, Ste 400, Alpharetta, GA 30005 

     

    Day I 

    April 25, 2018
    9:00 a.m. - 500 p.m.

    A.P.E. Methodology with Walt Brown


    Align, Plan and Execute (A.P.E) with EOS Implementer Walt Brown for more time, more money and less stress.
    http://www.waltbrown.info/4.html

    The First key APE factor, Alignment. - What we mean by Alignment is Personal and Professional Alignment, the Alignment of your Personal Visions with your Business Visions. We need to be aligned to be our best.  Click the Alignment Tab to see how.

    The Second key APE factor is Planning - What we mean by planning is the logical Recording and Writing Down of Strategic Thinking. Many of us are blessed (or you could say cursed) with a natural ability to think Strategically about the future. The issue is, we often do not capture our thoughts well and we certainly do not write it down. If a plan is not written down it can not be followed. "No plan is a plan to fail. If you do not know where you are going, you just might get there." You know all the cliche's.  Click the Planning Tab to see the program we use.  

    The Third key APE factor is Execution - Every organization needs to have ONE system they use to Execute their plans. Those that have settled on one system (about 20%) are the Great Companies, the other 80% who flog around between systems are Good or Average. I help companies choose one. I specifically teach one that I know works. Click the Execution Tab to see how.


    DAY II

    April 26, 2018
    9:00 a.m. - 3:00 p.m.

    Agency Perpetuation and Valuation 
    with Dave Tralka, InsurBanc


    9:00 a.m. - 11:30 a.m.

    • Mergers & Acquisitions
    • Purchase financing and payment plans
    • Attracting new owners
    • Stock options and ownership plans for producers.
    • Multiples of EBITA or Revenues

    11:30 a.m. Lunch

    12:00 p.m. - 3:00 p.m.

    Agency Legal Matters 
    with IIAG Counsel Mark Burnette

    • Restrictive covenants and non-competes
    • Vicarious liability of an employer for actions of an employee
    • Federal Trade Commission Act and National Labor Relations Act and how they affect insurance agencies
    • E-verify and how it applies to hiring and filing requirements 
    • Overview of “at will” employment under Georgia law
    • Shareholder and operating agreements

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    Walt.jpgWalt Brown
    Entreprenurial Operating System Implementer

    The session with Walt Brown  will help make YOUR agency business work for you, not the other way around. 



    Execution - The E in APE

    All the Alignment and Planning work in the world is not worth a hill of beans without the ability and desire to Execute.  "Vision without Traction is hallucination." Right?

    80% of teams out there are average or good at Execution. Only 20% are great. The reason is they have not systemized thier execution to a point where they can depend on it driving results.

    No need to reinvent the wheel here.  

    There are systems out there you can choose and use. Like; Rockerfeller Habits, EOS, LEAN, Six Sigma, D4 or whatever.

    Our book shelves are filled with great nuggets, Good To Great, Built To Last, 4 Obsessions, 5 Dysfunctions, Traction, 7 Habits, E-myth, Small Giants, Drive, Tipping Point, etc. etc...

    We have read them all.

    Since 2008 I have settled on one, I have been a Certified Implementor of the Entreprenurial Operating System, EOS.

    Over time, I have been subjected to other operating systems and none of them stacks up to EOS from the stand point of Team Buy In and Long Term Team/Employee Engagement.

    EOS is a system that drives Engaged Employees. With Engaged Employees, Owners and CEOs get More Money, More Time and Less Stress.

    3:54 second EOS video describing the EOS System, really good.