September 8-10, 2025 • Embassy Suites Round Rock

   

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Agenda

Monday, September 8, 2025

Welcome Reception
5:30 p.m. — 7:00 p.m.

Tuesday, September 9, 2025

Registration opens
8:30 a.m.  
Pre-Function Gallery 

TRACK ONE Holstein Room Instructed by Tim O'Neill, CPCU, CLU, AIC, Founder, Test Crushers | BIO Texas Homeowner Consumer Bill of Rights  1 Ethics CE Hour 9:00 a.m.  10:00 a.m. Texas Auto Consumer Bill of Rights 1 Ethics CE Hour 10:00 a.m. — 11:00 a.m. Case Studies in Medicare and Medicaid Fraud 1 Ethics CE Hour 11:00 a.m. — 12:00 p.m. Networking Luncheon 12:00 p.m. — 1:00 p.m. Verbena Room Instructed by Instructed by Tim O'Neill, CPCU, CLU, AIC, Founder, Test Crushers | BIO Historical Origins of Life Insurance  1 CE Hour 1:00 p.m. — 2:00 p.m. Legislative History of Social Security and Medicare 1 CE Hour 2:00 p.m. — 3:00 p.m. AI Impacts on Agency and Claims Functions  1 CE Hour 3:00 p.m. — 4:00 p.m. Credit Based Underwriting, Technology and AI  1CE Hour 4:00 p.m. — 5:00 p.m.

TRACK TWO Highlands Room Instructed by Samuel T. Bennett, CIC, AFIS, CPRM, TRIP, CRIS, CPIA, active retail producer, presenter, and shareholder, Harrison Agency, Inc. | BIO Taste of CPIA: How to Turn Your Technical Knowledge into Dollars CE Hours Pending 9:00 a.m. — 12:00 p.m. This workshop is designed to provide participants with an overview of the 3-part Certified Professional Insurance Agent (CPIA) professional development curriculum. The session, while providing a “Taste of CPIA,” provides valuable tips on the current insurance marketplace, risk analysis and management, account development and retention, and client-service in an interactive format. Agency sales managers, account managers, producers, internal support staff and company marketing personnel all benefit from this program.  Networking Luncheon 12:00 p.m. — 1:00 p.m. Verbena Room    Facilitated by Colby Allen, MBA, CMA, CXAP, ARM, AIDA, VP of Valuations & Consulting, Agency Brokerage | BIO Agency Owner Afternoon 1:00 — 5:00 p.m.  Join fellow independent agency owners and principals for an insightful afternoon designed to help you embrace innovation and secure your agency's long-term success. Led by Colby Allen—an expert in agency operations, technology, and perpetuation strategy—this event combines sharp insights with interactive exercises to ensure you walk away with practical strategies you can implement immediately.   Part I:  Facing the Future – Why Change? 1:00 p.m. — 3:00 p.m. This session demystifies technology and innovation for agency owners. Through engaging discussion and a hands-on “Agency Innovation Blueprint” exercise, you'll learn how to prioritize tech, understand evolving client expectations, and overcome the strategic stalls that hinder growth. You'll walk away with a clearer view of what it means to be truly customer-centric and how to make change manageable and meaningful. Topics include: Why now is the time to evolve The real purpose behind automation and AI Designing your agency’s identity and strategy How to adopt the right changes Proven tactics for elevating customer experience Part II:  Planning for the Future – Creating a Plan That Works Transitioning or selling your agency is a once-in-a-lifetime move—this session prepares you to get it right. Colby draws from professional and personal experience to walk you through the vital elements of perpetuation planning. The session closes with the “Agency Owner Role Mapping” exercise, where you'll identify blind spots and build a tailored operator action plan. Topics include: Why planning now leads to better outcomes later Understanding perpetuation pathways and buyer types What drives agency value—and who defines it Creating a succession plan that works Preparing for contingencies and transferability

Dinner on Your Own
5:00 p.m. — 6:30 p.m. 

  









Insure the Strike! 
A Bowling Tournament for Insurance Pros Who Know How to Roll
Bass Pro Shop
6:30 p.m. — 8:30 p.m.  

Get ready to knock down pins and premiums — the ultimate networking and team-building event for Texas insurance professionals. Whether you're a seasoned pro or just hoping to avoid the gutter, join PIA Texas and fellow insurance industry professionals for an evening of fun, friendly competition, and unbeatable camaraderie. 

Cost to bowl is $15 and includes shoes, $5 Arcade card, two drink tickets and the brownie bar.
If you're not bowling, join us anyway and enjoy a $5 Arcade card, two drink tickets and the brownie bar.

Wednesday, September 10, 2024

Registration opens
8:00 a.m.  
Pre-Function Gallery 

                   
Annual Meeting
Led by Robert (Dale) Moon, Owner, Moon Insurance Agency and President of PIA Texas
8:30 a.m. — 9:15 a.m. 
Highlands Room


PIA National Update
9:15 a.m. — 9:30 a.m.
Presented by Mark Suhr, Owner & Principal, Suhr & Lichty Insurance Agency and President-Elect, PIA National
Highlands Room   

Presentation
Bonds and Niches: The Back Door to Profits
Robert (Dale) Moon, Owner, Moon Insurance Agency and President of PIA Texas | BIO
9:30 a.m.—10:15 a.m.
Highlands Room     

Join us for an eye-opening presentation designed specifically for independent insurance agency leaders who are ready to rethink their growth strategy. We’ll explore how often-overlooked specialty lines—like surety bonds, cybersecurity coverage, professional liability, and small commercial lines—can become powerful tools for driving sustainable profits and long-term client loyalty, and how niche lines can become your agency’s most powerful differentiator.












Coffee, Cocktails & Connections
Exhibits open
10:15 a.m.— 11:00 a.m.
Hereford Room
Exhibits Open 

Enjoy meaningful conversation and fresh connections. Whether you're building new exhibitor partnerships, sharing industry insights, or just catching up with familiar faces, this morning mixer offers the perfect setting to connect — all over a curated selection of drinks and bites. You will enjoy:

• Freshly brewed coffee & espresso martinis
• Classic mimosas & bold bloody marys
• Light breakfast bites and great company
  
  

Panel Discussion
Leveraging New Technologies Effectively
Moderated by Robert (Dale) Moon, Owner, Moon Insurance Agency and President of PIA Texas | BIO
11:00 a.m. — 12:00 P.M.
Highlands Room

Panelist:
Cindy Cicack, CIC, Producer, Texas Insurance Professionals Services, Inc.
Bob Whitis, Chief Operations Officer at BrightFire

Independent agents must balance technological efficiency with the duty of care. Embracing automation, analytics, and digital client tools can create a competitive edge; however, without robust oversight, documentation, and effective client communication, these advantages may increase exposure to E&O risks. Successful agents use technology not just to do more, but to do it more accurately, transparently, and securely.

Keynote Luncheon
The Point of View of an Insurance Industry Expert Witness  
Presented by Lezlee Liljenberg, Owner and CEO of Liljenberg Expert Witness and Chair of the Board of Directors of the Surplus Lines of Texas (Texas Stamping Office) | BIO
12:00 p.m. — 1:00 p.m.
Verbena Room

The insurance industry is seeing an unprecedented increase in Surplus and Niche market production. Liljenberg will share why this is happening, how the changes in the insurance landscape are creating new needs, and areas where you could be violating the Deceptive Trade Practice Act and not even realize it. 

As an Insurance Expert Witness, Liljenberg has a profound and unique perspective on the insurance industry and its impact on agents. She will share real-life cases that will surprise you and may make you think differently in your future approach to how you do business.     

Exhibits, Reception & Prize Giveaways
1:00 p.m.— 3:00 p.m.  
Hereford

Pricing