This unique Sales Workshop is designed to help surety bond producers and surety company underwriters define and hone their sales and marketing process by learning the strategies and practices used by the top producers in our industry. Participants will complete the MCORE assessment to identify their unique pattern of motivated behavior. The NASBP Sales Workshop presenters will help participants understand how to use the assessment to achieve better outcomes! NASBP has expanded the Workshop to include an additional module that takes what participants learn in the first module of the course and guides them through a brainstorming process to build a personal social marketing strategy. During this module, the presenter leads participants through various marketing platforms—social media, email marketing, newsletters, websites, blogs, live presentations—and explains how they can be effective. The presenter will describe the types of content and targeted audiences for each platform, as well as, how to develop a marketing calendar. Also, the module will address the tools and techniques that simplify the process of building a social marketing strategy. Participants that complete the Workshop will leave with clear, actionable practices that can be implemented immediately.
This one-and-a-half-day workshop will be held September 24-25, in New Orleans, LA in conjunction with NASBP’s 2024 East Meeting.
The registration fee is $1,295 for NASBP members, affiliates and associates, $2,590 for non-members, and there is a special discount fee of just $999 for NASBP's 5-15 Leadership Committee that will be applied at checkout. Fees include all classes, class materials, assessments, the reception, and continental breakfasts. Attendees are responsible for their own travel, hotel accommodations, and all other incidental expenses.
All cancellations and transfers must be sent in writing to NASBP at prodev@nasbp.org. Requests for transfers to alternate classes at the same event, future events, or to another employee of the same company are considered case-by-case. For a full refund, written cancellation must be received 30 calendar days before the start of the event. Cancellations received between 15 - 29 days before the event are eligible for a 50% refund. Cancellations received in less than 15 calendar days before the event, or on registrations that have been transferred to a later event are not eligible for refunds. All refunds will be charged a 5% processing fee.
SCHEDULE
| Tuesday, September 24 |
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7:30 - 8:00 a.m.
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Continental breakfast
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8:00 a.m. - 5:30 p.m.
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Class: Sales Modules
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6:00 - 7:00 p.m.
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Networking Reception
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Wednesday, September 25
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7:30 - 8:00 a.m.
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Continental breakfast
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8:00 a.m. - 12:00 p.m.
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Class: Marketing Module - We ask students not to make travel plans that will require them to leave class before 12:00
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Stay for the 2024 East Meeting - September 25-27 (seperate registration required)
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Continuing education credits are not available for this workshop.
HOTEL INFORMATION
NASBP's Sales Workshop will be held at The Ritz-Carlton, New Orleans, 921 Canal St, New Orleans, LA 70112. Attendees are responsible for making their own sleeping room accommodations. NASBP has secured a discounted room rate of $309/night plus taxes. All students must reserve their room by Friday, August 30, 2024, to receive this special rate. Reserve your room online to receive the discounted rate.
FACULTY
JONATHAN PAUL has been a consultant and strategist for the Commercial Insurance and Surety Industry, the Accounting Industry, the Legal profession, Fortune 500 and private companies for the past 30 years. His practice specializes in helping organizations develop future leaders with identity-based tools and best practices. His passion is equipping leaders to grow their practices and organizations.
Mr. Paul integrates his background in vocational and clinical psychology with best engagement practices learned from the work he and his team have done with 825 companies.
From 2005 to the present, Mr. Paul has worked with private companies, national associations and professional practices that require a new sustainable market approach that engages potential clients in new ways and produces real results. This has included the Accounting Industry, Commercial Insurance and Surety industries, and the high-end Wealth Management industry. He has helped these industries develop new sustained market competencies that relate to their core identity, that allow them to compete and operate more effectively. Prior to that Mr. Paul worked primarily with public companies, providing strategy and sourcing, selection and development resources for approximately 350 clients and their corresponding sales forces. His clients included AT&T, Johnson & Johnson, Wyeth-Ayerst, The New England, Eli Lilly, Aerotek, Acuity Brands and many, many others.
LAWRENCE F. MCMAHON is Executive Vice President and Surety Manager for Alliant Insurance Services, Inc. which he joined in 2000. In addition to managing large surety placements nationally, he works closely with Alliant Construction Unit and Alliant Public Entity Group to provide expert advice on surety. After graduation from Siena College he joined St Paul/Seaboard Surety Company and in 1994 was appointed branch manager in Los Angeles. The 1998 merger of St. Paul/Seaboard and USF&G saw him named Regional Underwriting Director in New York.
Mr. McMahon served as NASBP President in 2013-14. He serves on the NASBP Professional Development & Education and the Government Relations committees. He participated in the development of the curriculum for and teaches at the NASBP Sales Workshop for Bond Producers. He has been a faculty member of the NASBP William J. Angell Surety School since 2000.
AMANDA WEISS has been in the surety industry for over 20 years, working for such companies as Travelers, Zurich, Argo and
is now Senior Vice President at DUAL Surety. She has served in several field and home office roles over her career in both commercial and contract surety, handling nearly every part of the U.S. At Argo, she spent time as the head of the company’s national marketing practice, with responsibilities that included sales training, devising and implementing a national marketing strategy, and top-tier relationship building. At DUAL, she is in the South region working with her team to build a book from scratch.
CORBAN ENNS brings over two decades of expertise in the Surety industry and a dynamic career marked by entrepreneurship, innovation, and leadership. He began his journey in the Surety field when he founded Surety Solutions at the age of 25. Under his guidance, the company flourished, establishing a substantial book of business that was later acquired by Arthur J. Gallagher in 2019. This acquisition highlighted the successful marketing strategies he implemented, which attracted over 1.5 million organic visitors annually through diverse channels like YouTube, Facebook, and various blogs.
An adept technologist, Corban spearheaded the creation of an online dashboard for PPC and SEO activities, significantly boosting business operations. His entrepreneurial spirit led him to establish three different Surety operating platforms, including a SaaS model, Agency Multiplied, Inc., which also joined the Gallagher portfolio in 2019. His technical acumen is further demonstrated by his work with Vertafore AMS 360 and Applied Epic P&C programs, as well as his role in developing the carrier interface for Gallagher’s A3 Surety system.
He continues to provide invaluable consulting services to communities and state agencies, alongside coaching executives and individuals to achieve their full potential.
Questions?
For more information, please contact NASBP's Professional Development Department at prodev@nasbp.org or call (240) 200-1295.