Welcome Reception
Exchanged Uncorked

4:00 PM - 7:00 PM
Registration Opens

5:00 PM - 7:00 PM
Welcome Reception

5:00 PM - 7:00 PM
Exchange Uncorked 
Wine Tasting Cruise

October 13–15, 2026

Margaritaville Lake Resort
Lake Conroe | Houston

Ready to Join Us

Early Bird
Members $95
Nonmembers $125

After Sept. 22
Members $115
Nonmembers $145

Exhibits
Free

Exhibits On-site
Members $35
Nonmembers $45

By Online Registration Ends
Thursday, October 8, 2025

Learn from respected agency leaders, industry experts and innovators.

Meet Our Speaker→
Coming soon

CE Classes
Technology Panel Discussion
Agency Management Sessions
Networking
Paradise Exchange

8:30 AM - 5:00 PM
Registration Open

Continuing Education Track

9:00 AM - 12:00 PM
Cyber Exposure and Emerging Risks (3CE Credits)
Presented by Tim McClendon, Hertel McClendon LLP

Cyber threats are evolving rapidly, creating new challenges and exposures for your clients. Explore today’s cyber insurance market, emerging threats such as AI-driven attacks and ransomware, key underwriting considerations, and practical tools you can use to help clients better manage their cyber risk.

Agency Management & Growth Track

9:00 AM - 10:00 AM
Building a Technology Growth Strategy for Independent Agencies
Moderated by Joe Dodd,
Clients First Insurance Group

Panelist:
Spencer Breidenbach, Brightfire
Lindsay Bolton, Agency Zoomify
Scott Cluney, HawkSoft
Connor MacNeil, Jump Suit GP

Today’s most successful agencies aren't just adopting new technology—they're building strategies that connect their people, processes, and systems. Join a panel of industry experts and an independent agency owner as they discuss how to evaluate technology investments, improve operational efficiency, enhance the client experience, and create a roadmap for sustainable agency growth.

10:15 AM - 12:00 PM
Profitability & Growth 
Practical Ways to Measure and Manage Agency Profitability 
Facilitated by Colby Allen, Agency Consulting Agency

Profit is more than measuring what comes in and what goes out of the bank account or gets reported for taxes. Agency owners have great opportunity to define how they want to perform, and this workshop outlines recommended practices for measuring and managing sustainable profit in your insurance agency.

12:00 PM - 1:00 PM
Networking Luncheon

Continuing Education Track

1:00 PM - 4:00 PM
Management Liability: What Agents Need to Know
(3 CE Credits)
Presented by Tim McClendon, Hertel McClendon LLP

Management liability is a growing exposure for businesses of all sizes. This session will explore Directors & Officers liability, common sources of D&O lawsuits, the duties and personal liability of directors and officers, available coverage and key policy provisions. The discussion will also touch on management liability considerations for nonprofits, partnerships and LLCs, as well as Employment Practices and Fiduciary Liability.

4:00 PM - 5:00 PM
Trucking 101
Presented by Hanadi Hussein, Advisor Insurance Group

Annual Meeting
Opening Keynote
Panel Discussion
Keynote Luncheon
Sweet Exchange

8:30 AM - 3:30 PM
Registration Open

Industry Insights & Advocacy Track

9:00 AM - 9:30 AM
PIA Texas Annual Meeting
Facilitated by Debbie Moses-Dziga, PIA Texas President

9:30 AM - 10:15 AM
Opening Keynote
Presented by David Gorman
President-Elect, PIA National; National Director, PIA Texas

10:30 AM - 11:15 AM
Panel Discussion
The Agency Owner’s View: What's Really Happening in Today's Insurance Marketplace
Moderated by Carl Shockey

Independent agents are navigating a rapidly changing insurance marketplace—from rising premiums and shrinking markets to underwriting challenges, staffing, and technology. What does it really look like from the agent’s perspective? This candid, agent-only panel brings together three independent agents to share what they’re seeing, what’s working, what isn’t, and where they believe the industry is headed. No carriers. No vendors. Just the agent’s perspective.

11:15 AM - 11:45AM
Presentation

12:00 PM - 1:00 PM
Keynote Luncheon
Spotlight on Texas Insurance in the 2027 Texas Legislature: Affordability, Availability and Challenges Ahead for Insurers and Agents
Presented by Albert Betts, Jr.
Insurance Council of Texas

The 90th Texas Legislature convenes in January 2027, with property and casualty insurance expected to be a major focus. As lawmakers examine rising insurance costs, market stability, insurer participation, coverage availability and affordability, the industry will face important questions about how to protect consumers while preserving competition and access to coverage.

With the Governor identifying insurance as a priority for 2027 and already proposing changes to homeowners and personal auto insurance, this keynote will provide insight into the issues, proposals and legislative discussions that could shape the future of insurance in Texas.

Sweet Exchange
Exhibits & Prize Giveaways

Join us Thursday afternoon for the perfect blend of business and hospitality.
  Explore the Exhibit Hall

  Enjoy desserts and tropical           beverages

  Connect with industry                     partners

  Discover products and                   services to grow your agency

View Exhibitors→
Coming soon