2026 CCAC Schedule of Events

(Subject to Change)

Monday, September 14, 2026

Morning

8:00 – 9:45 AM UFAA Board Meeting

8:00 – 9:45 AM UFAA Chapter Officers Meeting

10:00 AM – 3:00 PM NASFA Board Meeting (Board Members Only)

10:00 – 11:45 AM UFAA Joint Leadership Meeting

Afternoon

12:00 – 1:30 PM UFAA Lunch, Sponsored by Pacific Life & Chapters
Speaker: Traci Anderson, Pacific Life

1:30 – 2:00 PM UFAA Speaker – Kevin Dahlke, Kevin Dahlke Insurance Brokerage

2:00 – 2:15 PM UFAA Break

2:15 – 3:15 PM UFAA Speaker – Jamie Morlock, The Omnia Group
"Coaching Producers for Peak Performance"

3:15 – 4:15 PM UFAA Speaker – Dirk Beamer, Wright Beamer, PLC

3:15 – 5:00 PM NAPPA Meeting

4:15 – 5:45 PM UFAA Membership Meeting (Members Only)

6:00 – 9:00 PM Welcome Reception, Sponsored by SIAA. 

All registered groups, sponsors, vendors, and speakers welcome, including significant others.

All Attendees Welcome Welcome Reception Sponsored by SIAA 6:00 – 9:00 PM

Tuesday, September 15, 2026

Morning

7:15 AM – 8:25 AM Registration & Networking & Introductions

8:25 AM – 9:25 AM Jason Feltman & Craig Pretzinger – The Insurance Dudes "You're Either Using AI Or Falling Behind" How ChatGPT can change your insurance agency, starting right now!

Featured Speakers Jason Feltman & Craig Pretzinger The Insurance Dudes "You're Either Using AI Or Falling Behind" How ChatGPT can change your insurance agency, starting right now!

9:25 AM – 9:35 AM Break

9:35 AM – 9:45 AM EverQuote

9:45 AM – 9:55 AM Smart Choice Agents

9:55 AM – 10:25 AM Morning Break Sponsored by SIAA

10:25 AM – 10:55 AM Jamie Morlock, The Omnia Group "The Human Skills Every Leader Needs in an AI-Driven Workplace": AI is reshaping lead generation, quoting, and servicing. This makes the human side of insurance — empathy, judgment, and trusted advice — your agency's clearest advantage. Learn how to assess and strengthen these skills using behavioral insight to deepen client relationships, guide your team, and protect what technology cannot replace.

Featured Speaker Jamie Morlock Client Development Director, The Omnia Group "The Human Skills Every Leader Needs in an AI-Driven Workplace"

10:55 AM – 11:05 AM United Midwest Savings Bank

11:05 AM – 11:15 AM Chambers Bay Insurance

11:15 AM – 12:15 PM Agent Panel – Details coming soon

Afternoon

12:15 PM – 1:45 PM Lunch Sponsored by SIAA

Featuring: Insurance Educators, Bold Penguin, TWFG Insurance, Agency Growth Services, City Centre Insurance, Firefly, Future Legacy Partners, Big I Alliance

1:45 PM – 2:45 PM Amy C. Waninger, Keynote Session - Lead at Any Level®: Moving from Panic to Purpose

Keynote Speaker Amy C. Waninger CEO, Speaker, Author, Consultant Keynote Session — Lead at Any Level®: Moving from Panic to Purpose

2:45 PM – 2:55 PM The Best Postcards

2:55 PM – 3:05 PM SmartFinancial

3:05 PM – 3:35 PM Afternoon Break Sponsored by SIAA

3:35 PM – 4:45 PM Association Lawyers Session Panel: "Can We Stop Them From Moving the Cheese Again?" – Dirk Beamer, Wright Beamer, PLC "Do I Stay or Do I Go?" – Robert E. O'Connor, Jr., O'Connor Law Firm "Non-Competes are 'In' Again" – Evan M. Chall, Wright Beamer, PLC

Legal Sessions

Dirk Beamer Wright Beamer, PLC

Robert E. O'Connor, Jr. O'Connor Law Firm

Evan M. Chall Wright Beamer, PLC

1. Can We Stop Them From Moving the Cheese Again?

Pressing legal issues for Allstate and Farmers agents

Presented by Dirk Beamer — Wright Beamer, PLC

2. Do I Stay or Do I Go?

Key considerations for State Farm agents facing STEM and Life After

Presented by Robert E. O'Connor, Jr. — O'Connor Law Firm

3. Non-Competes are "In" Again

What every agency owner needs to know

Presented by Evan M. Chall — Wright Beamer, PLC

4. Attorney Roundtable Q&A

You've got questions, they've got answers!

Featuring Dirk Beamer, Robert E. O'Connor, Jr. & Evan M. Chall

4:45 PM – 4:50 PM Closing Remarks

4:50 PM – 5:50 PM Independent Agent Panel

5:50 PM – 6:00 PM Informal Networking / Wrap-Up

Wednesday, September 16, 2026

8:00 AM – 1:00 PM NASFA All-Member Business Meeting