Legacy Blueprint: Crafting Tomorrow's Agency Today
Total Credits: 4 including 4 CE Credit
- Average Rating:
- 6
- Categories:
- Agency Management
- Faculty:
- Sara Bradshaw Ray, CIC, CKC
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
Description
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.
Course Materials
| 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 | ||
Faculty
Sara Bradshaw Ray, CIC, CKC Related Seminars and Products
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.
Dates
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Thu, Oct 23, 2025 - 10:00 AM to 1:54 PM EDT
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Wed, Nov 05, 2025 - 12:00 PM to 3:54 PM EST
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Thu, Nov 20, 2025 - 2:00 PM to 5:54 PM EST
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Wed, Dec 03, 2025 - 4:00 PM to 7:54 PM EST
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Thu, Dec 18, 2025 - 10:00 AM to 1:54 PM EST
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Thu, Jan 15, 2026 - 10:00 AM to 1:54 PM EST
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Fri, Jan 30, 2026 - 12:00 PM to 3:54 PM EST
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Thu, Feb 05, 2026 - 2:00 PM to 5:54 PM EST
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Fri, Feb 20, 2026 - 4:00 PM to 7:54 PM EST
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Mon, Mar 09, 2026 - 10:00 AM to 1:54 PM EDT
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Tue, Mar 24, 2026 - 12:00 PM to 3:54 PM EDT
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Tue, Apr 14, 2026 - 2:00 PM to 5:54 PM EDT
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Wed, Apr 29, 2026 - 4:00 PM to 7:54 PM EDT
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Fri, May 01, 2026 - 10:00 AM to 1:54 PM EDT
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Mon, May 18, 2026 - 12:00 PM to 3:54 PM EDT
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Mon, Jun 08, 2026 - 2:00 PM to 5:54 PM EDT
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Tue, Jun 23, 2026 - 4:00 PM to 7:54 PM EDT
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Tue, Jul 07, 2026 - 10:00 AM to 1:54 PM EDT
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Fri, Jul 24, 2026 - 12:00 PM to 3:54 PM EDT
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Mon, Aug 17, 2026 - 2:00 PM to 5:54 PM EDT
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Fri, Aug 28, 2026 - 4:00 PM to 7:54 PM EDT
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Wed, Sep 09, 2026 - 10:00 AM to 1:54 PM EDT
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Thu, Sep 24, 2026 - 12:00 PM to 3:54 PM EDT
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Tue, Oct 06, 2026 - 2:00 PM to 5:54 PM EDT
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Thu, Oct 22, 2026 - 4:00 PM to 7:54 PM EDT
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Mon, Nov 02, 2026 - 10:00 AM to 1:54 PM EST
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Tue, Nov 17, 2026 - 12:00 PM to 3:54 PM EST
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Fri, Dec 11, 2026 - 2:00 PM to 5:54 PM EST
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Wed, Dec 30, 2026 - 4:00 PM to 7:54 PM EST
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State Specific Details
Basic Course Information
Designed For Current agency owners and principalsPromo Video
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