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Events

Operations, Managerial & Finance Alliance Meeting

When

Date: September 10, 2025
Time: 1:00 PM to 2:30 PM (CST)

Agenda

Strategic Planning with Purpose: Peer Panel & 2025 Applied Net Tips

Join the Operations, Managerial & Finance Alliance for a focused Alliance meeting designed to support agency leaders as they plan for what’s next, both in their organizations and at Applied Net 2025.

We’ll kick things off with a brief look at what makes strategic planning effective, sharing a simple framework and key questions to consider as you guide your agency through growth and change. Then, we’ll move into a practical panel discussion featuring peers from the ACN community who will share how their organizations are tackling major planning conversations—topics like staffing and headcount decisions, succession planning, benchmarking, project management resources, and how they approach change management in a fast-moving environment.

To close out the meeting, we’ll shift gears and talk Applied Net 2025. Whether you’re attending for the first time or are a returning participant, we’ll highlight what to expect and how to make the most of the experience.

This session is built for anyone involved in steering their agency forward—from strategic decision-makers to operational leaders who help put plans into action.

Have a question for your peers? Let us know here or in your registration let's get the conversation started.

Registration

FREE for ALL ACN Members!

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

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

Jenna Silva
619-396-2054
jenna.silva@c3insurance.com

 

Register Now
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