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Leadership Excellence and Development (LEAD)
An online leadership skills training for independent insurance professionals.
Are you looking to develop your leadership skills and go to the next level?
Then, check out the LEAD 1 Series: Strategic Leadership Development, a six-part online insurance leadership workshop.
Build a foundation that will give you success. You’ll emerge with the confidence and capabilities to navigate complexity, seize new opportunities, and shape long-term success for your career and agency.
This program will strengthen your leadership skills by exploring essential areas like communications, relationship management, coaching, and conflict resolution.
Each live, instructor-led, virtual workshop provides 90-minutes of practical, skill-based content, realistic situations, and group problem-solving conversations.
IA&B and New Level Partners are excited to bring this leadership series to the insurance community!
Who should attend?
Ideal for insurance professionals who are new to leadership.
Session Information
- First session is Thurs, July 30, and last session is Thurs, Sept. 3, 2026.
- Registration closes on Wed, July 29.
- All sessions run from 10AM to 11:30AM EST.
- Leaders and attendees will collaborate using the Miro platform.
Topics & Session Dates
-
1
Foundations of Effective Leadership
Thurs, July 30 Topics Include: Qualities of an Effective Leader, Emotional Intelligence, Building Trust, Leadership -
2
Communications and Relationship Management
Thurs, Aug. 6 Topics Include: Communication Styles and Preferences, Relationship Myths, Stakeholder Management, Leading Projects, and Meetings -
3
Coaching to Performance Outcomes
Wed, Aug. 12 Topics Include: Coaching to Results, Delivering Feedback, Goal Setting, Empowering the Team, Performance Management -
4
Difficult Conversations with Conflict Resolution
Thurs, Aug. 20 Topics Include: Challenging Situations, Team Dynamics, Types of Conflict, Key Steps for Managing Conflict -
5
Talent Strategies
Thurs, Aug. 27 Topics Include: Talent Recruitment, The Employer’s Brand, Skills for the Future, Retaining Talent, AI and Technology -
6
Strategic Influence: Managing Up, Across, and Ahead
Thurs, Sept. 3 Topics Include: Strategic Influence, Behaviors, Mindset, Influence Mapping
Register by: Wed, July 29, 2026
Your Investment:
Members:
$499 per individual
Non-Members:
$739 per individual
Note: Individual sessions are not available for purchase
To Register:
Phone:
800-998-9644, option 2
Presenters:
Jaime Foran
Jaime’s professional background is a blend of technical skills, engaging facilitation, and instructional development talent. She has led programs and projects for small, medium, and enterprise customers. Her instructional design talent is at an advanced level with competency in numerous learning applications.
Jaime curates content and develops classroom programs, all user and trainer materials, remote learning curriculum, online learning courses, and gamified learning objects. Jaime’s technical skills include procurement and architecture of learning management systems along with e-merchant front-end websites. She develops highly interactive e-learning courses that focus on engaging the learner, using various tools. Jaime has also been teaching workshops and classes for over 20 years with audiences ranging from early talent to experienced leaders.
Nancy Langton
Nancy founded New Level Partners, a learning solutions company with an ed-tech influence dedicated to the insurance industry. Nancy has trained thousands of individuals within the insurance industry. She brings her experience from leading human resources and talent development at carriers and brokers.
Nancy’s specialty areas include Introduction to Insurance, Property and Casualty, High Net Worth Personal Lines, Employee Benefits, Leadership, Service, Business Skills, and Sales. She provides guidance to “new to industry” talent up to all leadership levels. Nancy has developed and collaborated with subject matter experts on a wide range of programs for carriers, agents/brokers, and non-profit associations.
Reviews from IA&B Agency Members
“The program utilized a white board program called Miro, which I really liked. Beyond the course, we can continue to utilize the Miro board. I really enjoyed that because there were great topics discussed as well as resources that we can refer to over time. Kudos to the instructors – they were phenomenal! They kept the class timely and entertaining!”
Taylor Gallagher, Independent Insurance Agent, PA
“LEAD was fantastic! The mix of leaders from different positions and experience levels really enriched the discussions. We also used a Miro board for collaboration, which I found to be an effective tool for real-time contributions. The variety of topics we covered, along with the group discussions, provided practical solutions that I’ve already begun applying in my leadership role.”
Ashley Stafford, CPIA, Insurance Advisor
Williams Insurance Agency, Rehoboth Beach, DE
650 Wilson Lane, Suite 200
Mechanicsburg, PA 17055
Mechanicsburg, PA 17055
191 Main Street
Annapolis, MD 21401
Annapolis, MD 21401
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