Legacy Blueprint: Crafting Tomorrow's Agency Today
Total Credits: 4 including 4 CE Credit
- Average Rating:
- Not yet rated
- Categories:
- Agency Management
- Speaker:
- Sara Bradshaw Ray, CIC, CKC
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- Expiration:
- Access for 90 day(s) after purchase.
Description
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only explore the compelling reasons behind succession planning, but you'll also leave with a blueprint for executing it flawlessly.
Key takeaways include:
- Legal Labyrinth: Navigate the legal intricacies of transitioning with confidence and compliance.
- Valuing Virtue: Understanding the dynamics of agency valuation and how to assess worth in an ever-changing market landscape.
- People Power: Master the human element of succession including traits and training needed for the future leaders who will steer the ship, how to ensure alignment and buy-in at all levels.
- Funding Frontiers: Discover the avenues and resources available to financially empower your agency's perpetuation plan.
- Process Protocol: Chart out a systematic, step-by-step approach for a smooth transition that safeguards the agency's legacy.
Join us to ensure that your agency's legacy is not just preserved, but also primed for prosperity. Equip both senior leaders and the next-gen dynamos with the tools, tactics, and insights to usher in a future filled with growth and success.
Basic Course Information
Learning Objectives- Legal Labyrinth: Navigate the legal intricacies of transitioning with confidence and compliance.
- Valuing Virtue: Understand the dynamics of agency valuation and how to assess worth in an ever-changing market landscape.
- People Power: Master the human element of succession including traits and training needed for the future leaders who will steer the ship, how to ensure alignment and buy-in at all levels.
- Funding Frontiers: Discover the avenues and resources available to financially empower your agency's perpetuation plan.
- Process Protocol: Chart out a systematic, step-by-step approach for a smooth transition that safeguards the agency's legacy.
Major Subjects
- Legal
- Funding
- Planning
- Leadership development professionals.
Course Materials
| IMPORTANT_CE Credit Instructions_for_Video_on_Demand_Webcasts_Updated (135.2 KB) | Available after Purchase | ||
| CE Timed Outline_Legacy Blueprint (26.2 KB) | Available after Purchase | ||
| BIGiOK Legacy Blueprint Playbook (12.5 MB) | Available after Purchase | ||
Speaker
Sara Bradshaw Ray, CIC, CKC Related Seminars and Products
Sr. Vice President of Strategic Initiatives
Big I Oklahoma
Like many agency principals, wearing a variety of hats on a daily basis is not new to Sara. As a full time wife and mother of college-age twins, which she claims as her greatest accomplishment to date; Ms. Ray also has over 30 years in agency ownership and management. She is a licensed Property & Casualty, Life & Health independent agent and also maintains her Certified Insurance Counselor designation of tenured distinction. Her agency management experience is complimented by a background in company commercial underwriting which enables her to uniquely step into the shoes of her agency principal clients with empathetic eyes to help evaluate and manage their agency ownership challenges.
Not only does Ms. Ray bring a wealth of industry expertise, resources and knowledge to the table, her vast experience coupled with a keen sense of the dynamics of efficiency, and its impact on productivity uniquely suits her to meet a variety of operational, management, and marketing needs in agencies today.
The founder of SynerDynamics Group, Ms. Ray is also an executive coach and heads up the consulting firm which has come to be known as an “agency asset maximization resource” in the insurance industry today. Regardless of the economics or industry cycle, agencies today are looking to maximize the power of their dollar. A renowned speaker on the subject of agency efficiency, Ray advocates that capitalizing on the power of synergy result in maximized productivity adds strength to the agency dollar and ultimately a blacker bottom line.
With a lifelong passion for developing female leaders, Ms. Ray founded MyNetwork.ins which is a national mastermind group. Soon to be in its fifth season, MyNetwork provides leadership, management, personal and professional development, executive coaching, training and network facilitation both onsite in her home state of Oklahoma as well as on a virtual platform through the United States and Canada.
When not coaching female executives or helping agencies identify their organizational efficiency issues and tackling them head on, she’s an avid volunteer in her community, church and alumni affiliations, making her home in Stillwater, OK. While she’d love to be a better golfer, she’s happy with “good enough” when playing with friends and family. She’s always happy on a beautiful beach, a black diamond ski slope or even just a “mental vacation” in the tangled web of a good mystery novel.