2014 autumn retreat brochure

4
Autumn RETREAT October 8-10, 2014 The Waters Minocqua, WI Register at iiaw.com

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Page 1: 2014 Autumn Retreat Brochure

AutumnR E T R E AT

October 8-10, 2014The Waters

Minocqua, WI

Register at iiaw.com

Page 2: 2014 Autumn Retreat Brochure

Wednesday October 8

All Opening Night Events Held At The Minocqua Brewing Co. 6:00 – 7:00 PM Registration & Opening Reception!

Location: Minocqua Brewing Company, 238 Lakeshore Dr., Minocqua, WI 54548 Phone: (715) 356-2600 | www.minocquabrewingcompany.com

7:00 – 8:00 PM Dinner Minocqua Brewing Co. signature beer brats and Northwoods appetizer sampler.

Fishing tournament teams revealed.

8:00 – 9:30 PM Team Trivia Pick teams and test your trivia knowledge against other competitors attending the

Autumn Retreat. A live trivia master reads the questions while the teams huddle together to find the answers. Prizes will be awarded to the winning team courtesy of the Minocqua Brewing Co.

Enjoy free beer from Minocqua Brewing Company all evening long.

Transportation will be provided to Minocqua Brewing Co. at 5:45 p.m. and back to The Waters beginning at 9:00 p.m.

Thursday October 9 8:00 – 9:00 AM Breakfast Location: The Waters of Minocqua, 8116 U.S. 51, Minocqua, WI 54548

Phone: (715) 358-4000 | thewatersofminocqua.com

8:30 – 9:00 AM Timely Topics, Member Benefits & Your Agency Session presented by the IIAW

9:15 AM – Professional Development Seminar 12:15 PM Specialists Outperform Generalists: Niche

Marketing presented by John Immordino, Arlington/Roe & Co. Location: The Waters of Minocqua

In a culture where insurance is considered a commodity, and many successful agencies are essentially the same, standing out from your fellow “experts” is vital. This course will provide agents with the understanding and tools to identify, choose, develop, and market the niche that will work for you.

John Immordino is Vice President – Professional Liability/Brokerage at Arlington/ Roe & Co. He has spoken extensively on the topics of employment practices, directors and officers liability, privacy and network security. His background allows him to bring practical examples into his presentations.

Lunch provided.

1:00 – 5:00 PM Group Activities Relax and explore after class! Conference attendees have the option of

participating in one group activity. The activities include:

Register at iiaw.com

Wednesday October 8

All Opening Night Events Held At The Minocqua Brewing Co. 6:00 – 7:00 PM Registration & Opening Reception!

Location: Minocqua Brewing Company, 238 Lakeshore Dr., Minocqua, WI 54548 Phone: (715) 356-2600 | www.minocquabrewingcompany.com

7:00 – 8:00 PM Dinner Minocqua Brewing Co. signature beer brats and Northwoods appetizer sampler.

Fishing tournament teams revealed.

8:00 – 9:30 PM Team Trivia Pick teams and test your trivia knowledge against other competitors attending the

Autumn Retreat. A live trivia master reads the questions while the teams huddle together to find the answers. Prizes will be awarded to the winning team courtesy of the Minocqua Brewing Co.

Enjoy free beer from Minocqua Brewing Company all evening long.

Transportation will be provided to Minocqua Brewing Co. at 5:45 p.m. and back to The Waters beginning at 9:00 p.m.

Thursday October 9 8:00 – 9:00 AM Breakfast Location: The Waters of Minocqua, 8116 U.S. 51, Minocqua, WI 54548

Phone: (715) 358-4000 | thewatersofminocqua.com

8:30 – 9:00 AM Timely Topics, Member Benefits & Your Agency Session presented by the IIAW

9:15 AM – Professional Development Seminar 12:15 PM Specialists Outperform Generalists: Niche

Marketing presented by John Immordino, Arlington/Roe & Co. Location: The Waters of Minocqua

In a culture where insurance is considered a commodity, and many successful agencies are essentially the same, standing out from your fellow “experts” is vital. This course will provide agents with the understanding and tools to identify, choose, develop, and market the niche that will work for you.

John Immordino is Vice President – Professional Liability/Brokerage at Arlington/ Roe & Co. He has spoken extensively on the topics of employment practices, directors and officers liability, privacy and network security. His background allows him to bring practical examples into his presentations.

Lunch provided.

1:00 – 5:00 PM Group Activities Relax and explore after class! Conference attendees have the option of

participating in one group activity. The activities include:

Page 3: 2014 Autumn Retreat Brochure

Guided Fishing Tournament Participants in the fishing tournament will be picked up at The Waters by professional guides from Kurt’s Island Sport Shop. This 4-hour, 3-person team tourney includes all gear — guides will even clean and package your catch! Prizes will be awarded for most legal fish caught by team, heaviest fish and longest fish. A valid fishing license is required to participate. Fishing tournament is an additional $25; Muskie tournament is $40.

Zip Lining Take the challenge! The Northwoods Zip Line Tour is a true canopy tour as it is built in and around native pine trees, creating the ultimate eco-adventure. With 2 hours of on-line fun and excitement, Northwoods Zip Line is one of Wisconsin’s most unique and authentic tours. northwoodszipline.com. $25 additional fee to zip line.

Pontoon Cruise - Nor thwoods Colors Tour This scenic water tour explores 5 lakes surrounded by state forest, wetlands, and beautiful homes, resorts and restaurants dating back to the 1920s. Eagles’ nests, osprey and loons are common sightings along this 58 miles of shoreline to enjoy — many areas remain unchanged since the logging era over 100 yrs ago. minocquapontooncruises.com

Explore Minocqua Enjoy a day in Minocqua to explore its charming shops and eateries on your own at your own pace. No transportation is provided.

6:00 – 7:00 PM Networking Reception Location: The Boathouse, 305 W. Park Ave., Minocqua, WI | Phone: (715) 358-3999 Join members of the Smaller Agents Committee for a pre-dinner reception and

cocktails in the heart of lakefront Minocqua at this landmark establishment. Transportation from The Waters will be provided at 5:45 p.m.7:00 – 9:00 PM Dinner Location: The Boathouse Authentic Northwoods dining as impressive as the live pianist playing in the

background. Enjoy expansive views of Lake Minocqua from every seat in the dining room and historic bar.

Return transportation will be provided to The Waters beginning at 8:30 p.m. Friday October 10 8:00 – 9:00 AM Breakfast

Location: The Waters of Minocqua Fishing tournament winners announced.9:00 AM – Continuing Education Session – 12:00 PM 3 CE Credits Approved! Procedures Manual 1…2…3 presented by Mary Hauri,

Insurance Concepts in Motion Location: The Waters of Minocqua

Agencies with a procedures manual have a huge business advantage over those that do not. Having your processes documented will save your business time and money. Mary Hauri has more than a decade of experience creating procedure manuals. She will guide you through how to make it happen. You will receive a free procedures manual customized to your insurance agency’s management system.

Mary Hauri has more than 16 years of experience in the independent agency system technology field. She currently helps agencies in the Midwest with their electronic information including E&O, workflow efficiency and security.

12:00 PM Conference Ends – THANK YOU!

Guided Fishing Tournament Participants in the fishing tournament will be picked up at The Waters by professional guides from Kurt’s Island Sport Shop. This 4-hour, 3-person team tourney includes all gear — guides will even clean and package your catch! Prizes will be awarded for most legal fish caught by team, heaviest fish and longest fish. A valid fishing license is required to participate. Fishing tournament is an additional $25; Muskie tournament is $40.

Zip Lining Take the challenge! The Northwoods Zip Line Tour is a true canopy tour as it is built in and around native pine trees, creating the ultimate eco-adventure. With 2 hours of on-line fun and excitement, Northwoods Zip Line is one of Wisconsin’s most unique and authentic tours. northwoodszipline.com. $25 additional fee to zip line.

Pontoon Cruise - Nor thwoods Colors Tour This scenic water tour explores 5 lakes surrounded by state forest, wetlands, and beautiful homes, resorts and restaurants dating back to the 1920s. Eagles’ nests, osprey and loons are common sightings along this 58 miles of shoreline to enjoy — many areas remain unchanged since the logging era over 100 yrs ago. minocquapontooncruises.com

Explore Minocqua Enjoy a day in Minocqua to explore its charming shops and eateries on your own at your own pace. No transportation is provided.

6:00 – 7:00 PM Networking Reception Location: The Boathouse, 305 W. Park Ave., Minocqua, WI | Phone: (715) 358-3999 Join members of the Smaller Agents Committee for a pre-dinner reception and

cocktails in the heart of lakefront Minocqua at this landmark establishment. Transportation from The Waters will be provided at 5:45 p.m.7:00 – 9:00 PM Dinner Location: The Boathouse Authentic Northwoods dining as impressive as the live pianist playing in the

background. Enjoy expansive views of Lake Minocqua from every seat in the dining room and historic bar.

Return transportation will be provided to The Waters beginning at 8:30 p.m. Friday October 10 8:00 – 9:00 AM Breakfast

Location: The Waters of Minocqua Fishing tournament winners announced.9:00 AM – Continuing Education Session – 12:00 PM 3 CE Credits Approved! Procedures Manual 1…2…3 presented by Mary Hauri,

Insurance Concepts in Motion Location: The Waters of Minocqua

Agencies with a procedures manual have a huge business advantage over those that do not. Having your processes documented will save your business time and money. Mary Hauri has more than a decade of experience creating procedure manuals. She will guide you through how to make it happen. You will receive a free procedures manual customized to your insurance agency’s management system.

Mary Hauri has more than 16 years of experience in the independent agency system technology field. She currently helps agencies in the Midwest with their electronic information including E&O, workflow efficiency and security.

12:00 PM Conference Ends – THANK YOU!

Page 4: 2014 Autumn Retreat Brochure

Registration Information Autumn Retreat registration options are below.

• Full Registration. Registration for agency and insurance company personnel includes all conference sessions, activities, meals and reception events, except the guided fishing tournaments and zip lining which require an additional activity fee. $179

• Spouse/Guest Registration. Registration includes all conference activities, meals and reception events, except the guided fishing tournaments and zip lining which require an additional activity fee. Conference CE sessions and seminars are not included. $109

• Guided Fishing Tournament. $25/per person

• Guided Muskie Tournament. $40/per person

• Zip Lining. $25/per person

Space is limited for the fishing tournament and zip lining. Sign up now!

All events and activities within the Autumn Retreat conference, meals included, are adults-only. Event attire is Casual

Transportation Transportation will be provided to and from all offsite events.

Reservation Information The Waters of Minocqua is the rustic and charming resort destination for this year’s Autumn Retreat. Take advantage of our discounted rates available through the weekend: Single room, $59 per night. Double room, $69 per night (plus applicable sales/room tax). The IIAW reserves a block of rooms for our group, but we encourage you to make your reservations quickly to secure a room. Contact The Waters directly at (715) 358-4000 and be sure to identify yourself as a participant in the IIAW Autumn Retreat. Hotel check-in time is 3:00 PM. The Waters is located at 8116 Highway 51, Minocqua, WI. Hotel reservation deadline is September 8, 2014.

Register at iiaw.com

Gold Sponsors

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