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Legacy Blueprint: Crafting Tomorrow's Agency Today
Length: 4 Hours
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:
- Legal Labyrinth: Navigate the legal intricacies of transitioning with confidence and compliance.
- Valuing Virtue: Understanding the dynamics of agency valuation and how to assess worth in an ever-changing market landscape.
- People Power: Master the human element of succession including traits and training needed for the future leaders who will steer the ship, how to ensure alignment and buy-in at all levels.
- Funding Frontiers: Discover the avenues and resources available to financially empower your agency's perpetuation plan.
- Process Protocol: Chart out a systematic, step-by-step approach for a smooth transition that safeguards the agency's legacy.
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.
Basic Course Information
Learning Objectives- Legal Labyrinth: Navigate the legal intricacies of transitioning with confidence and compliance.
- Valuing Virtue: Understand the dynamics of agency valuation and how to assess worth in an ever-changing market landscape.
- People Power: Master the human element of succession including traits and training needed for the future leaders who will steer the ship, how to ensure alignment and buy-in at all levels.
- Funding Frontiers: Discover the avenues and resources available to financially empower your agency's perpetuation plan.
- Process Protocol: Chart out a systematic, step-by-step approach for a smooth transition that safeguards the agency's legacy.
Major Subjects
- Legal
- Funding
- Planning
- Leadership development professionals.
Sara Bradshaw Ray, CIC, CKC, Sr. Vice President of Strategic Initiatives, Big I Oklahoma
A third-generation insurance professional, Sara Bradshaw Ray, brings over 35 years of experience spanning agency ownership, company commercial underwriting, and cluster development. She is widely recognized for her deep understanding of agency operations and strategic leadership in a rapidly evolving industry.
As the founder of the consulting practice at Big I Oklahoma, Sara leads BIGiOK Consulting, one of only a handful of state association-based consulting groups in the country. Her areas of specialty include Executive Coaching, Strategic Planning, Operational Improvement, and leveraging instinctive strengths through her certification as a KolbeTM Consultant. Through this work, she equips independent agencies with the tools and insight to unlock performance, lead with purpose, and position for growth.
Sara is also the visionary behind MyNetwork, an international learning network for women in insurance leadership. Now in its 11th season, MyNetwork offers facilitated mastermind groups designed to equip, empower, and enhance the lives of female leaders through virtual programming, peer exchange, and executive
development.
A sought-after speaker and writer on leadership and organizational effectiveness, Sara brings insight with authenticity. When she's not coaching or facilitating growth conversations with agency leaders, she's soaking up time as a devoted wife, proud mom of adult twins and their spouses, and adoring "Grammy"; to two grandchildren. A citizen of the Cherokee Nation, she's also deeply rooted in her faith and community in Stillwater, Oklahoma.
