Online registration for the Convention & Expo is now closed. Registrations can be made on-site, but a barbeque luncheon can not be guaranteed.

Designed by professional Texas agents, this event provides opportunities to network with agents, company representatives and industry experts while gaining insight into the opportunities and challenges facing the insurance industry in Texas.

We're pleased to finally hold the event in-person this yearat the beautiful Pedrotti's Ranch in Helotes, Texas. You can expect quality events and hospitality with our continuing education, panel discussion, keynote speech, presentations, exhibits, and more. 

When:   Thursday, October 20, 2022
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Where:  Pedrotti's Ranch
              13715 FM 1560 N             
              Helotes, TX  78023
              (210) 695-3533
         View on Google Maps

Surrounded by the beauty of the Texas Hill County, the City of Helotes is a vibrant community that maintains its small-town tranquility and family-oriented activities. Walk, shop, dine and visit the local winery as you enjoy the hospitality of this quaint town.  

THINGS TO DO NEARBY
Dining 
Shopping
Entertainment

Contact PIA Texas
[email protected]
(972) 862-3333


AGENDA
Thursday, October 20, 2022
7:30 a.m. - 6:30 p.m.


Registration Opens
7:00 a.m.
County Mutual Class
7:30 a.m. - 12:30 p.m.


Instructed by Patti Romo, Director of Marketing, Excellent Insurance

Ethics Class (3 CE Credits)
8:00 a.m. - 11:00 a.m.


Ethics for Today
Instructed by Paul Martin, CPCU, Director, The National Alliance for Insurance Education and Research | Read bio

Agents will learn the ethical behavior and standards in dealing with the day-to-day realities of the complex, ethical issues of the insurance industry. They will discuss reasons for unethical actions and examine the guidelines for ethical decision-making. Using real-life scenarios, agents will be able to identify what constitutes an ethical dilemma and recommend an approach to choosing a valid ethical solution.
Power Hour Presentation
8:00 a.m. - 9:00 a.m.


How to Build Your Dream House
Presented by Joe Kampert, Vice President of Sales, Redwood Agency Group | Read bio

Believe in DREAMING! Remove all limiting beliefs on how high you can go and push yourself to envision what you want your "dream" business/life to look like. How many stories is your house going to be? How many rooms? Get out of your comfort zone and dream a little bit and then push to make it reality. Sometimes we just have to challenge ourselves to sit down and actually look at what we want our "dream house" to look like!
Panel Discussion
9:00 a.m. - 10:15 a.m.


Finding and Keeping Talent
Moderated by Deedre Payne, COO, Payne Insurance Group | Read bio

Join us as we discuss three main objectives with the goal of obtaining further clarity, perspective, and insight on critical topics within our industry; finding and keeping top talent, and organizational (office) culture. Key focal points will include the following:

  • Current practices and processes for finding and hiring talent
  • Current practices and processes for keeping talent
  • Define and discuss office "Culture."

Break
10:15 a.m. - 10:30 a.m.
Keynote Presentation
10:30 a.m. - 11:30 a.m.


It's the Little Things That Matter
Presented by Ariel Rivera, MBA, CIC, CPIA, Vice President/Treasurer, PIA National | Read bio

Taking your Agency to the next level is as simple as clarifying your message and showing your clients you are willing to go the extra mile. By creating simple little details, and standardizing your processes, your agency will see a huge increase in closing ratio and retention.
Annual Meeting
11:30 p.m. - 12:15 p.m.
Break
12:15 p.m. - 12:30 p.m.
Luncheon 
12:30 p.m. - 2:00 p.m.
Complimentary barbeque luncheon for attendees.


2023 Industry Outlook: Opportunities and Challenges Facing the Independent Agent
Featured speaker Gerald F. Hemphill, CIC, LUTCF, President, PIA National | Read bio

Given the uncertainty of our times, the successful independent agent needs to stay fluid in the changing insurance industry landscape. The vision for PIA accomplishes this through mentorship, professional growth, expanded education, and a value proposition that is invaluable to the membership we serve.
Break
2:00 p.m. - 2:15 p.m.
Commercial CE Class (2 CE Hours)
2:15 p.m. - 4:15 p.m.


Commercial Casualty Q&A
Instructed by Paul Martin, CPCU, Director, The National Alliance for Insurance Education and Research | Read bio

Using a Question & Answer format, agents will review and understand special coverage situations, such as: CGL Limits of Liability, Discontinued Products coverage, insuring Country Club events, insuring Mobile Equipment for liability coverage, and Multi-State Workers Compensation issues.
Presentation
2:15 p.m. - 3:15 p.m.


The Agents Strike Back!  Technology & Automation In Insurance Distribution and How To Stay Relevant in the 21st Century
Presented by Winston Smith, CPCU, API, CEO, Bridge | Read bio

A fresh take on themes regarding our competition in selling P&C, and a brief exploration on the modern ‘slings’ we can use to level the David vs. Goliath playing field.


Presentation
3:15 p.m. - 4:15 p.m.


It's Time to Harden Your Agency's Cyber Defenses - The Merger of Insurer, Regulator and Consumer Mandates
Presented by Thomas H. Wetzel, CEO, Thomas H. Wetzel and Associates | Read bio

To meet escalating consumer and insurer concerns and stricter regulations, agency owners must understand how cybercrime threatens their agencies, how to fight back within their means, and guide their clients to do the same.  This presentation will:
  • Explain the urgency of the cyber threat to agencies and clients in today’s environment
  • Detail how cyber threats are evolving rapidly.
  • Identify best practices in detecting and mitigating cyber threats and the cost/benefit of doing so.

Break
4:15 p.m. - 4:30 p.m.
Expo & Reception
4:30 p.m. - 6:30 p.m.
 

A special thank you to our Partners for their support