Connections: The offical publication of Applied Client Network

Owner/Principal Alliance Meeting
Virtual Networking

Owner/Principal Alliance Meeting

When

Date: August 18, 2026
Time: 12:00 p.m. - 1:00 p.m. (CST)

Agenda

Building Knowledge That Lasts

What happens when years of experience leave with a retiring employee? Join the Owner/Principal Alliance and Kerrie Koestner, Market Executive Vice President of Operations at Patriot Growth Insurance Services, for a conversation on how agencies can develop future leaders, strengthen training programs, and ensure critical knowledge is retained for the next generation. Topics include:

  • Effective training strategies for producers and servicers
  • Knowledge transfer and succession planning
  • Developing talent pipelines for long-term success
  • Protecting agency expertise during workforce transitions

Have a question already top of mind? Feel free to share in the comments here to get the conversation started!

Registration

FREE for ALL ACN Members!

The dial-in number and link will be included in the registration confirmation email and calendar link following registration.

What is an Alliance Meeting?

Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.

Meeting Contact

ACN Staff
alliances@appliedclientnetwork.org