Managing Your Agency Finances: CFO Workshop & Leadership Development Program is developed specifically for CFOs and agency finance managers. Participants engage with peers about the most pressing challenges to your business – profitability and growth. They’ll learn practical solutions to their CFO challenges and earn up to 15 hours of CPE. Rob Lieblein, Managing Partner, Hales & Co., will facilitate the workshop.
Topics:
Economic & industry overview of trends impacting your business
M&A pricing and structure strategies
Effective prospecting strategies to achieve superior results
Changing business model for employee benefits brokers
Organizational and compensation strategies to achieve superior results
Leadership Development Session – Learn to use your skills to get a voice in management decisions. (Held in conjunction with the Leadership Development Conference – CFOs will join that program Thursday afternoon following the CFO workshop.)
Click here for the full agenda.
Meeting Registration
Registration fees:
Before May 14
$995
After May 14
$1,095
Spouse/ Guest Registration fee: $150
To Register Online
Click on the “Register” button above. For a faster online registration process, be sure to log into The Council’s web site to pre-populate attendee contact information. Online payments can be made only by credit card (payment by check is not an option if registering online). The Council will charge the registration fee at the time of registration. Please retain a copy of your registration receipt e-mail for your records.
To Register by Mail or Fax
Click here to download a registration form. Send completed forms to The Council via fax: (202) 783-4410, by e-mail to Caroline.Lubin@ciab.com or mail to 701 Pennsylvania Ave NW, Suite 750, Washington DC, 20004-2608.
Hotel Information
You can book your room now!
The Westin Hilton Head Island Resort & Spa Two Grasslawn Avenue Hilton Head Island, SC 29928 Phone (843) 681-4000 Toll Free (800) WESTIN-1 www.westin.com/hiltonhead
Hotel reservations can be made by clicking here.
You must make your hotel reservations by Friday, May 14, in order to guarantee the following group room rates (all are for Single or Double Occupancy):
Ocean View King
$239 (single or double)
Ocean Front King
$269 (single or double)
Attendees must reference "The Council of Insurance Agents & Brokers" when making their reservations.
After May 14, any reservation is based on hotel availability and prevailing room rate.
The room rate applies to three days before and after our meeting dates. All room rates are subject to applicable state and local taxes, currently 11% (including Beach Preservation Fee), a resort service charge of $16 per room per night, plus applicable state and local taxes, currently at 9%.
Cancellation Policy
Registration Cancellation Deadline: May 14, 2010
If you need to cancel your attendance at the meeting, cancellations must be submitted in writing to Caroline Lubin via e-mail, caroline.lubin@ciab.com; fax, (202) 783-4410; or mail, 701 Pennsylvania Ave. NW, Suite 750, Washington DC, 20004.
Registration Fee: If The Council receives written notification of cancellation on or before May 14, your registration fee, less a $100 processing charge, will be refunded. After May 14, The Council is unable to refund any portion of the registration fee. Substitutions are permitted at any time at no additional cost.
Hotel Room Cancellation: For hotel cancellation policies, please refer to the confirmation you received from The Westin Hilton Head.
Attendee Roster Information
Attendee rosters are currently available to registered meeting attendees only. Click here to access attendee rosters posted online. You must be logged in order to view the attendee rosters.
CPE Credit Information