Opening General Session (Approved - 1hr P&C CE)

Tackling Retention: Road to 96% Retention Rates

Speaker: Kelly Donahue-Piro, President, Agency Performance Partners

Kelly Donahue-Piro is an expert in helping small businesses, particularly insurance agencies, enhance their marketing and organizational strategies. With a decade of experience, Kelly's journey includes roles in sales, marketing, and client relations across various industries. She played a pivotal role in a digital marketing and sales training organization for insurance agencies, where she developed the Raving Fan Manager role and eventually led a team as Vice President of Raving Fan Management. In 2014, she founded Agency Performance Partners, offering a comprehensive Agency Performance Assessment™ tool to help insurance entrepreneurs optimize their operations and achieve growth. Kelly is also a dynamic public speaker, known for her expertise in social engagement, lead generation, and sales management.

Opening General Session (Approved - 1hr P&C CE)

Navigating a Hard Market: How Technology Can Help Agencies Adapt to Changing Market Conditions

Speaker: Adam Atwell, Chief Technology Officer | Partner | Microsoft MVP, Kite Technology Group

As a Microsoft Most Valuable Professional (MVP), Adam is dedicated to consulting with organizations across the country to help them develop and execute a cloud adoption strategy that aligns with their business objectives.

Adam is instrumental in empowering businesses to leverage the full potential of the cloud and stay at the forefront of innovation. As a Partner at Kite Technology Group, Adam plays a key role in setting the vision and strategy for the overall business. Additionally, he oversees and manages future growth and development inside Microsoft 365 and other cloud technologies. 

Speaker: Kellie Halfpap, Agency Consultant, Kite Technology Group

As an Agency Consultant, Kellie assists Kite Technology's clients with a variety of Applied Epic accounting engagements, from bookkeeping, accounting workflow support and training, and cleanups and fresh starts, to month-end/year-end procedure support and accounting reports. 

Kellie's goal is to help her clients achieve a higher level of operational efficiency and business success through Applied Epic. Whether her clients have been in Applied Epic for years or are just starting with it, Kellie is laser-focused on ensuring a better, smoother future for her Applied Epic clients. 

General Session (Approved - 1hr P&C CE)

First Down to Future Success: Managing Your Book in 2025 - What's to Come

Speaker: Kelly Donahue-Piro, President, Agency Performance Partners

Kelly Donahue-Piro is an expert in helping small businesses, particularly insurance agencies, enhance their marketing and organizational strategies. With a decade of experience, Kelly's journey includes roles in sales, marketing, and client relations across various industries. She played a pivotal role in a digital marketing and sales training organization for insurance agencies, where she developed the Raving Fan Manager role and eventually led a team as Vice President of Raving Fan Management. In 2014, she founded Agency Performance Partners, offering a comprehensive Agency Performance Assessment™ tool to help insurance entrepreneurs optimize their operations and achieve growth. Kelly is also a dynamic public speaker, known for her expertise in social engagement, lead generation, and sales management.