2025
Joe Vincent Management Seminar
January 26 - 28, 2025 | Renaissance Austin Hotel
Session Summaries
Sessions and times subject to change
Sunday, January 26, 2025
The Surprising Secrets of High Performers: How the Most Successful People Use Effective Communication to be More Productive | Vanessa Van Edwards | 3-4:15 PM
Highly effective people have a unique approach to productivity. Over the last decade, Vanessa Van Edwards has studied the patterns of successful people and found a surprising way we can all work smarter, not harder. The key is being a productive communicator. Vanessa will teach you to maximize relationships and streamline communication with a simple, powerful framework; communicate authentically while leveraging AI tools; and, increase efficiency by connecting and collaborating with purpose
Monday, January 27, 2025
Technology & Optimism: Should We Fear or Welcome Artificial Intelligence? | Byron Reese | 8:30-10 AM
Our present age is grappling with big questions around technology: What is really possible with artificial intelligence? Should we fear it or welcome it? Will robots take all the jobs, and if they did, would that be a good thing? Can computers achieve consciousness, and if so, do they then acquire rights? In this general session, futurist, author, and technologist, Byron Reese identifies these as fundamentally philosophical, not technical, questions. Instead of telling you what he thinks, he'll teach you how to apply your own beliefs and values to them to come up with your own answers.
Evolving with AI: How It’s Transforming Insurance and Redefining What's Possible | Panel | 10:30 AM-Noon
AI is no longer a futuristic concept—it's here, and it’s changing the insurance industry in ways we never imagined. Join us for an insightful panel discussion featuring top industry leaders, including an insurance agent, insurtech innovators, and insurance carrier experts. We’ll explore how AI is transforming day-to-day operations, reshaping customer expectations, and boosting agent productivity. Discover how carriers are leveraging AI to streamline processes and dive into the latest developments that are pushing the boundaries of what’s possible in insurance. Whether you're curious or already embracing AI, this session will give you the tools and insights to evolve with the industry.
Catalyit Tech Connect | Noon-4 PM
Explore the newest insurance technology, see product demos, and find innovative solutions to drive your agency forward. Featuring: Liberate, DONNA.ai, Exdion, CTG group, vBots, Rhodian Group, Marble Box, Certificate Hero, SALT
The AI Imperative: What Every Agency Owner Needs to Know About Artificial Intelligence | Aubie Knight | 1:30-2:30 PM
In this session, Aubie will deliver a comprehensive introduction to AI, focusing on essential concepts and their relevance to agency owners. The session will explore various traditional forms of AI, including Machine Learning, Natural Language Processing, Robotics, and Generative AI. Additionally, Aubie will delve into crucial topics such as AI Ethics and Transparency, offering insights into the ethical considerations inherent in AI adoption. The discussion will also spotlight AI's practical applications in the insurance industry today, providing real-world examples to illustrate its impact and potential opportunities for agency owners.
AI & E&O: A Double-Edged Sword | Cari Senefsky & Angela Ford | 1:30-2:30 PM
AI has the potential to be a game-changer in minimizing Errors & Omissions (E&O) risk by automating tasks, enhancing accuracy, and providing predictive insights. But is it a double-edged sword? In this session, we’ll explore how AI can help insurance agencies streamline processes, reduce human error, and prevent costly mistakes. At the same time, we’ll dive into the potential threats AI poses—like new types of liabilities, algorithmic errors, and the challenge of keeping up with rapid advancements. Join us to understand how to leverage AI to mitigate risk without exposing your agency to new vulnerabilities
Frictionless: Building a Modern Insurance Experience | Patrick McBride | 1:30-2:30 PM
Join Patrick McBride, owner of The McBride Agency and co-founder of TechMarketer, as he shares how agencies can reduce friction by using use AI and automation to create a more efficient, scalable, and personal insurance experience. By streamlining processes, agencies can free up capacity for their teams to focus on building stronger client relationships while also fostering a healthier, more balanced work environment. Patrick will explore how innovation and intentional leadership can drive both agency success and team well-being in today’s evolving landscape.
The Future of M&A in Insurance: How AI and Data Are Changing the Game | Margeaux Giles | 3-4 PM
Explore how tools like AI, Web3, and blockchain can streamline the M&A process, from due diligence to post-integration operational efficiency.
Beyond the Buzz: Practical AI Solutions for Agents | Matt Banaszynski | 3-4 PM
In today's fast-paced insurance landscape, efficiency is key to staying competitive. This session will explore a range of innovative tools and solutions designed to streamline operations, reduce administrative burdens, and free up valuable time for agents and staff.
AI and the Ethical Challenges of Innovation | Andrew Cates | 3-4 PM
Tuesday, January 28, 2025
Legislative Panel | 8:30 - 9:30 AM
In this Legislative Panel, Regan Ellmer, IIAT's Director of Government Affairs, and Lee Parsley, President and General Counsel of Texans for Lawsuit Reform (TLR), will provide insurance-related legislative and regulatory updates and discuss potential impacts on the insurance industry, independent agents, and their clients. Afterward, attendees are encouraged to join Regan and IIAT staff at the Texas Capitol for Big "I" Legislative Day.
Big "I" Legislative Day | 9:30 AM-3 PM @ the Texas Capitol
Big I Legislative Day is a unique opportunity to connect with lawmakers, learn about the latest legislative issues impacting the industry, and enjoy a BBQ lunch with colleagues at the Capitol. Don’t miss your chance to stand with IIAT and help shape the future of independent insurance in Texas!
Give voice to the industry!
Big "I" Legislative Day
Tuesday, January 28, 2025, at the Texas Capitol
Join us on the final day of the Joe Vincent Management Seminar for a unique opportunity to connect with lawmakers, learn about the latest legislative issues impacting the industry, and enjoy a BBQ lunch with colleagues at the Capitol.