Events

Speaker: Matt Lane, Brenna Johnson
Discover what’s next for Applied Systems and the insurance industry in this opening keynote. Hear how Applied’s strategic vision and roadmap for innovation are shaping the future through AI-powered solutions and investments designed to help agencies succeed in a rapidly changing market.

Moderated discussion among users sharing practical applications and success stories.

Speaker: Jason Wankovsky and Jerry Fetty
As cybersecurity threats evolve and AI adoption accelerates, agencies must rethink their strategies for 2026. This session explores how your cybersecurity approach influences AI integration—and vice versa—while ensuring compliance with regulatory standards like NYDFS. Learn which services and safeguards are essential to protect your organization, maintain trust, and stay ahead in a rapidly changing digital landscape.

Speakers: Tammi Shapiro, Tara Butler
Join Applied Systems experts for an in-depth look at the tools and innovations designed for agencies specializing in employee benefits. This session will cover the latest enhancements in Applied Epic and related solutions, latest innovations to streamline benefits workflows, and Applied’s strategic roadmap for benefits innovation. Learn what’s available today and what’s coming next to help your agency deliver exceptional service and drive growth in the benefits space.

Speakers: Laura Amedeo, Danielle DuFour, Sue Williams
Hear directly from agencies using Epic Dashboards to bring business intelligence into everyday workflows — from renewal management to operational visibility and performance tracking. This moderated panel will highlight real-world examples of how teams are turning insight into action, spotting risk earlier, and prioritizing work more effectively. Walk away with practical ideas you can apply immediately to improve visibility, efficiency, and decision-making across your agency.

Speaker: Catherine Shertenlieb, Amanda Recchia

Epic’s power comes not just from features, but from how well it’s configured to support your agency’s workflows. In this session, Applied Systems experts will show how smart configuration and customization can unlock automation, reduce manual work, and help agencies get more value from Epic. We’ll highlight a mix of proven, underutilized capabilities and newer innovations, along with practical tips you can implement right away. Walk away with ideas to streamline everyday tasks and make Epic work harder for your team.

Moderator: Devon Neely
Change isn’t easy - but it’s essential for growth. Users share firsthand experiences implementing Applied Systems solutions to drive adoption and measurable results.

Speaker: Sara Gallagher
Most change approaches assume that if leaders plan carefully, explain clearly, and train thoroughly, adoption will follow. That assumption breaks down when change is continuous and when new systems fundamentally reshape how work gets done.

This session explores why many well-intended change efforts stall—not because people resist change, but because they’re responding rationally to the conditions around them. When new tools, processes, or ways of working collide with existing priorities, constraints, and risks, people adapt in ways that often surprise leadership—and slow down adoption.

Rather than treating change as a series of initiatives to manage, this session reframes change as something people experience every day in how work feels to do. You’ll learn the three core principles that shape whether people genuinely adopt new ways of working—or silently work around them.

In this session, leaders will:

• Understand why adoption falters even when change is well planned and well communicated
• Move from “managing change” to designing conditions where adaptation happens naturally
• Apply three practical principles to unlock genuine adoption

You’ll leave with a clearer way to diagnose adoption challenges and practical insight into how to make change easier to absorb, easier to sustain, and more likely to deliver real results.