E&O Mock Trial

Tuesday, October 5 - 1:00 to 4:00 pm

*This session counts towards three hours of the necessary credit toward the E&O discount.
*This session satisfies the IL Ethics credit requirement.


This session is designed to show how mistakes made by an insurance agent are portrayed in a court room setting.


Upon completing this session, participants will:


  • Understand the perils associated with not properly updating coverage

  • Recognize the importance of properly completing certificates of insurance

  • Identify the problems that changes in operations can present

  • See the potential problems with electronic communications

  • Learn how an insurance claim is calculated when property is not insured to value

  • Understand the E&O exposure from not properly handling an account

  • Serve as a jury for the proceeding after hearing the facts

We need volunteers to participate in the Mock Trial as different participants in the cast (no professional acting credentials necessary).  Let us know if you plan to take the course & would be willing to play a role. Some parts have as little as two lines. Click here to volunteer.

Powered Productivity: Super Tech Tools to Get Stuff Done

Tuesday, October 5 - 1:00 to 4:00 pm

Exasperated by email? Peeved about passwords? Tired of tedious tasks? You're not alone. Join Your Nerdy Best Friend, aka Author Beth Ziesenis, for a research-based look of common productivity problems, followed by the technology to solve them. Discover how to use free and bargain technology tools you never knew existed to work more efficiently with your teams, get organized and finally get stuff done. 


  • Discover low-cost, high-value apps and tech tools that you can start using right away 

  • Learn great tech tips and app ideas from your colleagues  

  • Get new ideas to increase efficiency, improve relationships and get things done! 


  • Interactive, interactive, INTERACTIVE!  

  • Organized like a game where everyone plays and everyone wins   

  • Research-based facts coupled with real-time tech solutions  

Stories, Not Statistics

Wednesday, October 6 - 8:00 am to Noon

Leaders everywhere are scrambling to figure out how to lead, influence, and impact such generationally diverse people. It’s been a struggle for decades, and the challenge is ever more increasing! Is there a practical solution? Absolutely!


Creating a deep connection is the foundation for success - whether it’s between you and a customer, or you and a team member. To begin building an authentic connection with people of any generation, you must start with the stories, not just statistics. It’s in a person’s individual stories, we will find answers to exactly what motivates and drives them. Stories Not Statistics will reveal the only future-proof leadership success strategy!

Learning Objectives:

  • Discover the biggest mistake leaders make when engaging team members.

  • Gain clarity on the most valuable skill leaders need to own.

  • Break down the three stories every leader should “know and tell.”

  • Learn the process for getting people - team members, co-workers, and customers - to trust you enough to open up.

Future of the Industry and Key Trends of Today’s Marketplace

Wednesday, October 6 - 8:00 am to Noon

Despite the tumultuous events of the past year, the insurance industry continues to thrive. Valuations are at all-time highs. P&C pricing and the economy are driving peak organic growth rates. Brokers are consolidating at record levels with scale as a key driver. And insurtech moves are happening.  Yet, producer recruiting and development remain a key challenge. How can agencies continue to experience success in this fast-paced environment? Join Harrison Brooks from Reagan Consulting as he outlines the industry’s key trends and reveals practical ways agencies can best prepare for the future. 

Five Key Action Items to Win in Today and Tomorrow's Marketplace

Wednesday, October 6 - 1:00 to 2:00 pm

Given the rapid changes happening within the insurance industry, how can agencies be proactive in planning for the future? Join Harrison Brooks as he provides agencies with concrete strategies to succeed in today’s environment and be ready for the challenges and opportunities of tomorrow.  

Had I Been on THAT Jury

Wednesday, October 6 - 1:00 to 4:00 pm

This three-hour continuing education class is interactive and fast paced. Participants sit as “jurors” and decide personal lines and commercial coverage and liability cases (all of which have been decided by appellate courts within the last few years). The participants deliberate and then compare their verdicts to the result in the real-world case on which the case is based. The actual outcome of the case and lessons to be gained from it are discussed. 

Legislative & Regulatory Update

Wednesday, October 6 - 1:00 to 2:00 pm

Make sure you and your staff are up-to-date on the latest regulatory changes in business and specifically the insurance industry by attending this session.  Advocacy is one of the most important benefits for IIA of IL members. It is representing you, your agency, and your clients in front of the state and national legislative and regulatory bodies that oversee our industry.  There is no better way for you and your staff to learn about the association’s advocacy efforts and the results accomplished. 

Cyber Risk - 10 Questions Every Business
Should Ask 

Wednesday, October 6 - 1:00 to 2:00 pm

From a risk control perspective, many of us are comfortable addressing property, auto, liability, and worker’s comp controls with an insured or potential insured. However, there is very little discussion with business owners on how they are managing their cyber exposures. This presentation will walk through ten Cyber 101 questions that a business owner can use to help better evaluate potential areas of improvement in Cyber Security.

Own Your Sales Success In A Multi-Generational World

Wednesday, October 6 - 2:00 to 4:00 pm

The challenge of selling and serving up to five generations of customers can be daunting, but it’s a challenge worth overcoming. Mutual understanding is the answer to your next right step and adaptability gains you access to success. In this breakout session, you will: 

  • Gain clarity on who and what is motivating different generations of customers 

  • Understand when, why, and where to build a connection with all 5 generations 

  • Learn how to communicate with different customers in a way that is most comfortable for each generation of customers 

  • Discover the best listening process to connect with customers 

  • Breakdown the 5-step process for Earning the Right to Be Heard™ 

Home-Sharing Overview

Wednesday, October 6 - 2:00 to 3:00 pm

This session will provide attendees with a general update regarding the latest in home-sharing activity and will also provide a general overview of the latest revisions to the ISO Homeowners Policy Program regarding home-sharing host activities.

Cyber: History, the Law, and What You Need to Do

Wednesday, October 6 - 2:00 to 3:00 pm

Your Agency has violated the law if it has not completed the compliance requirements described in all applicable federal and state data privacy laws. Renewing your agency contracts with your carriers may be contingent on complying with the current federal and state data privacy laws.  Learn why cyber insurance is important, the laws you need to be following, and how it can financially impact your business and your personal life if you do not.  

Employment-Related Litigation and the Benefits of Employment Practice Liability Insurance

Wednesday, October 6 - 3:00 to 4:00 pm

This presentation will provide an overview of various employment laws and claims to provide employers and insurance agents with background information for discussing employment-related litigation and employment practice liability insurance (EPLI). Additionally, the presentation will address issues specific to employment-related litigation and EPLI and specifically discuss the need for EPLI and the benefits of such coverage.

Silent Cyber and the Impact on Equipment Breakdown

Wednesday, October 6 - 3:00 - 4:00 pm

The complexity of today’s computer systems and networks makes it difficult for organizations to protect themselves from a hacker’s attack. New threats are constantly being developed that could have so-called "silent cyber" implications because of potential cyber-related losses stemming from traditional property and liability policies that were not specifically designed to cover cyber risk. This presentation will help attendees determine if their organization is at risk of an attack with silent cyber implications, and how to mitigate that risk. 

Thursday, October 7 - 8:30 to 11:30 am

IIA of IL leadership will discuss the trends and challenges facing the independent agency system. The Association will share what they are doing to stay ahead of the curve to provide a sustainable competitive advantage for member agencies.

During the Carrier Executives Panel Discussion, hear from company executives on how the insurance industry was affected by the pandemic and how their companies are responding. The executives will also discuss changes in the way agencies do business as a result of COVID-19 and the rapid transition to remote and hybrid work environments.

IIA of IL Chairman of the Board, George Daly, will moderate the discussion with the following carrier executives:


Education Information

We believe investing in yourself as an insurance professional is the best way to ensure career growth and expand your knowledge base. Depending on what you are looking for, either learning more about the industry’s top trends and issues, or meeting your CE requirements for the year (or possibly a little bit of both), CONVO education sessions will meet your needs. Experts are coming in from throughout the country to provide updates on the latest trends, topics, and issues impacting the industry. 

Education Session Schedule

Tuesday, October 5

   1:00 – 4:00 p.m.

        - E&O Mock Trial (Nicole Broch)
        - Powered Productivity: Super Tech Tools to
          Get Stuff Done (Beth Z)

Wednesday, October 6


8:00 a.m. – Noon

General Session

Hear from experts on the changing of the insurance marketplace and maximizing leadership results in a multi-generational workforce, as well as State & National Updates, and more.   

Concurrent Education Sessions

1:00 – 4:00 p.m.

1:00 – 2:00 p.m.

1:00 – 2:00 p.m.

1:00 – 2:00 p.m.

2:00 – 4:00 p.m.

2:00 – 3:00 p.m.

2:00 – 3:00 p.m.

3:00 – 4:00 p.m.

3:00 – 4:00 p.m.


Thursday, October 7


8:30 – 11:30 a.m.

        - State of the Association Address and Carrier Executives Panel

Need CE from another state?

If you are from a resident state outside of Illinois and plan to attend the CE sessions at CONVO, please let us know as soon as possible.  We will do our best to file CE credit in your state. Contact Shannon Churchill at schurchill@iiaofil.org for details.

Speaker List

Click the name to view their bio.