Total Credits: 4 including 4 CE Credit
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:
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.
IMPORTANT_CE Credit Instructions_Read Before Webcast_Updated (752.6 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 |
Blueprint for Success_Workshop Presentation (9.3 MB) | Available after Purchase |
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.
Mon, Nov 25, 2024 - 12:00pm to 03:54pm CST
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Fri, Dec 06, 2024 - 08:00am to 11:54am CST
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Tue, Dec 17, 2024 - 12:00pm to 03:54pm CST
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Thu, Jan 09, 2025 - 11:00am to 02:54pm CST
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Mon, Jan 27, 2025 - 01:00pm to 04:54pm CST
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Wed, Feb 05, 2025 - 03:00pm to 06:54pm CST
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Mon, Feb 24, 2025 - 09:00am to 12:54pm CST
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Wed, Mar 12, 2025 - 11:00am to 02:54pm CDT
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Mon, Mar 31, 2025 - 01:00pm to 04:54pm CDT
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Thu, Apr 03, 2025 - 03:00pm to 06:54pm CDT
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Wed, Apr 23, 2025 - 09:00am to 12:54pm CDT
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Wed, May 07, 2025 - 11:00am to 02:54pm CDT
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Thu, May 22, 2025 - 01:00pm to 04:54pm CDT
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Wed, Jun 04, 2025 - 03:00pm to 06:54pm CDT
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Thu, Jun 19, 2025 - 09:00am to 12:54pm CDT
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Mon, Jul 07, 2025 - 11:00am to 02:54pm CDT
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Wed, Jul 23, 2025 - 01:00pm to 04:54pm CDT
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Wed, Aug 06, 2025 - 03:00pm to 06:54pm CDT
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Thu, Aug 21, 2025 - 09:00am to 12:54pm CDT
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Fri, Sep 05, 2025 - 11:00am to 02:54pm CDT
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Mon, Sep 22, 2025 - 01:00pm to 04:54pm CDT
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Wed, Oct 08, 2025 - 03:00pm to 06:54pm CDT
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Thu, Oct 23, 2025 - 09:00am to 12:54pm CDT
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Wed, Nov 05, 2025 - 11:00am to 02:54pm CST
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Thu, Nov 20, 2025 - 01:00pm to 04:54pm CST
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Wed, Dec 03, 2025 - 03:00pm to 06:54pm CST
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Thu, Dec 18, 2025 - 09:00am to 12:54pm CST
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