Welcome Reception Wednesday
Wednesday July 29 5:00 PM
Location
Pro Shop Patio
Summary
Join us at the Golf Course Pro Shop Patio for meet, greet and drinks as we kick off the Summit.
Breakfast with Exhibitors
Thursday July 30 8:30 - 9:30
Location
Grizzly
Summary
Join us for Breakfast with our exhibitors as we start a full day of education and fun!
CE Farm Risk Management, Liability & Side Businesses
Thursday July 30 9:30 - 11:30 AM
Location
Cutthroat
Speakers
-
Casey Roberts
Summary
This course equips insurance professionals with a practical understanding of risk management as it applies to farm and agribusiness clients. Participants will learn to distinguish between risk and insurance management, define and assess risk, and apply risk management principles to real-world agricultural accounts — including the coverage challenges that arise from the variety of side businesses these clients operate. Approved for 2 CE MT.
CE: Bridging the Gap between P&C and Employee Benefits Through Workers’ Compensation
Thursday July 30 9:30 - 11:30 AM
Location
Meadowlark
Speakers
-
Teresa Pacelli
Summary
SThis course explores how workers’ compensation serves as a strategic intersection between Property & Casualty (P&C) and Employee Benefits. Participants will learn how to align claims management, medical cost drivers, disability duration, and employee outcomes to improve total cost of risk and workforce health. Approved for 2 CE MT.
NOT ATTENDING CE SESSION
Thursday July 30 9:30 - 11:30 AM
Keynote Lunch: The Power of YOU
Thursday July 30 11:45 am - 1:30 PM
Speakers
-
Teresa Pacelli
Summary
This keynote focuses on the individual’s influence in shaping outcomes—whether in client relationships, claims advocacy, or leadership. It emphasizes personal accountability, mindset, and the ability to drive impact regardless of role.
CE Are you Prepared for Today’s AI Issues
Thursday July 30 1:30 - 4:30 PM
Location
Cutthroat
Speakers
-
Casey Roberts
Summary
Artificial Intelligence is reshaping the insurance industry — and with it comes new exposures, compliance challenges, and professional liability risks. This three-hour webinar gives insurance professionals a practical look at how AI is impacting underwriting, claims, regulation, cyber exposure, and professional liability today, and how to prepare for what’s coming tomorrow. Approved for 3 CE MT.
CE: The Health-Work Comp Connection: A Producers Guide to Population Health and Claims Outcomes
Thursday July 30 1:30 - 4:30 PM
Location
Meadowlark
Speakers
-
Teresa Pacelli
Summary
This course provides insurance professionals with a practical understanding of how population health and employee benefits directly influence workers’ compensation outcomes. Participants will explore how health status, access to care, and workplace culture impact claim frequency, severity, and duration. The course will also introduce models such as HealthPass and emphasize the importance of cross-functional collaboration between Property & Casualty and Employee Benefits professionals. Approved for 3 CE MT.
NOT ATTENDING CE SESSION
Thursday July 30 1:30 - 4:30 PM
Dinner and Bingo with Exhibitors
Thursday July 30 5:00 PM - 7:00 PM
Location
Grizzly
Summary
This will be a fun evening of great food and Bingo. Cash prizes and drink tickets included.
PIA Awards Breakfast and The Effects of Culture and Effective Communication
Friday July 31 7:45 AM to 9:00 AM
Location
Grizzly
Speakers
-
Teresa Pacelli
Summary
Start Friday with our Awards Breakfast where we honor the best in the industry. Our guest speaker is Teresa Pacelli where she will explore how organizational culture and communication practices directly influence employee behavior, injury outcomes, and claim resolution. It emphasizes leadership responsibility in shaping consistent, effective messaging.
CE E & O Exposures for the Agency Working with Farm and Ag Accounts
Friday July 31 9:00 AM - 12:00 PM
Location
Cutthroat
Speakers
-
Casey Roberts
Summary
Managing Errors & Omissions exposures is one of the most critical responsibilities an insurance agent or broker faces — regardless of the lines of business they write. This course provides a practical overview of E&O exposures and a best practices approach to managing them. Topics include the law of agency, what constitutes an error or omission, the importance of agency procedures and processes, standards of care, customer relationships and duty, and proven strategies to avoid common E&O traps. Approved for 3 CE MT and eligible for Utica E&O discount.
CE: The Health-Work Comp Connection: A Producers Guide to Population Health and Claims Outcomes
Friday July 31 9:00 AM - 12:00 PM
Location
Meadowlark
Summary
This course provides insurance professionals with a practical understanding of how population health and employee benefits directly influence workers’ compensation outcomes. Participants will explore how health status, access to care, and workplace culture impact claim frequency, severity, and duration. The course will also introduce models such as HealthPass and emphasize the importance of cross-functional collaboration between Property & Casualty and Employee Benefits professionals. Approved for 3 CE MT.
NOT ATTENDING CE SESSION
Friday July 31 9:00 AM - 12:00 PM
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