Leadership Excellence and Development (LEAD)

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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 LEAD: Strategic Leadership Development, a six-part online insurance leadership workshop.

This leadership series is designed for professionals who have at least two years of management experience.

It aims to empower participants to enhance their impact and drive organizational success. The program strengthens strategic planning skills by exploring essential areas such as organizational strategy, talent planning, and future business vision, equipping leaders to navigate and shape long-term success.

Each live, instructor-led, virtual workshop provides 90 minutes of practical, skill-based content, realistic situations, and group problem-solving conversations. Leaders will collaborate using a community on the Miro platform.

IA&B and New Level Partners are excited to bring this leadership series to the insurance community!

First session is Wed, April 9, 2025 - Register by April 4.

1

Human Resources Essentials
April 9, 10:00-11:30 AM ET
Topics Include: Interviewing and Selection, Essential HR Policies and Laws to Know, Conflict Resolution
2

Navigating Change: Tools for Leaders and Teams
April 16, 10:00-11:30 AM ET
Topics Include: The Psychology of Change, Understanding Change Management Models and Framework, Communication Strategies, Change Leadership Principles
3

The Strategy Playbook: From Planning to Execution
April 23, 10:00-11:30 AM ET
Topics Include: Strategic Planning Core Components, SWOT and SOAR Analysis Output, Strategic Vision and Goals, Action Plans and Implementation
4

Performance Goals and Evaluations
April 30, 10:00-11:30 AM ET
Topics Include: Performance Goals and Talent Growth Plans, Performance Management Options, The Evaluation and Conversation, 1:1 Essentials
5

Anticipating Workplace Change and Evolution
May 7, 10:00-11:30 AM ET
Topics Include: Drivers of Workplace Change: Technological Advancements/AI, Workforce Demographics, Organizational Structure, Policy/Regulatory Changes, Building a Resilient and Agile Team
6

Executive Presence and Stakeholder Connections
May 14 10:00-11:30 AM ET
Topics Include: The Pillars of Executive Presence, Stakeholder Identification and Relationship Building, Strategies to Strengthen Executive Presence and Stakeholder Management

Register by: Friday, April 4

Your Investment:

Members: $499 per individual

Non-Members: $739 per individual

Note: Individual sessions are not available for purchase

To Register:

Online: https://www.iabforme.com/eventregistrations/?eventId=7261

Phone: 800-998-9644, option 1

If you have questions, contact:

Email: IAB@IABforME.com

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, Personal Lines Agent
Ferri Dawson Insurance Group, Murrysville, 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

191 Main Street
Annapolis, MD 21401

Toll Free: 800-998-9644
Fax: 717-795-8347
Email: IAB@IABforME.com

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