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
Registration Table 7:15 AM – 10:00AM Bel Air Foyer (Past Carson Tower Elevators)
Morning
7:15 AM – 8:15 AM Continental Breakfast, Exhibits Open, Networking
8:15 AM – 8:30 PM Welcome & Opening Remarks, Jack Calabrese, SIAA
8:30 AM – 9:35 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!
9:35 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, featuring:
Ray Manfredi, LUTCF, FSCP, MBA, PhD, Allstate
JJ Puccio, State Farm
Javier E. Najera, Allstate
Jennifer Fanning, Farmers
Panel Discussion
Agent Panel
Ray Manfredi, LUTCF, FSCP, MBA, PhD
Allstate
JJ Puccio
State Farm
Javier E. Najera
Allstate
Jennifer Richardson Fanning
Farmers
Afternoon
12:15 PM – 1:45 PM Lunch Sponsored by SIAA
Featuring:
Tammie D'Allura Insurance Educators
Bold Penguin
TWFG Insurance
TWFG Insurance
Agency Growth Services
City Centre Insurance
Firefly Agency
Future Legacy Partners
Big I Alliance
Entrovox
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
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 Jack Calabrese, CLU, CSSC, FLMI, AALU, "From Captive Agent to Independent Agency Owner"
Featured Speaker
Jack Calabrese, CLU, CSSC, FLMI, AALU
Chief Growth Officer, SIAA
From Captive Agent to Independent Agency Owner
Moving from the captive model to independent agency ownership requires careful planning and a clear understanding of what lies ahead. Jack Calabrese will discuss what agents should consider when evaluating this path, including carrier access, operational support, technology, financial considerations, growth opportunities and the day-to-day realities of building an independent agency.
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
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