SEPTEMBER 26, 2024 Transforming Your Agency with AI: Enhancing Client Services and Upholding Your Values - approved for 2 hrs. P&C credit 11:00 am - 1:00 pm Eastern Time
FREE Webinar for annual convention attendees registered prior to Sept. 6. A comp code and registration link will be sent to all who qualify. WEBINAR SPONSORED BY PALMETTO PARTNERS. Zach is here to help you understand AI trends and best practices., including:
- Understanding AI : Grasp the basics of AI, familiarize yourself with its terminology & explore its role.
- Revamping Client Services : Discover how AI can personalize client experiences, from tailored communications to customized offerings, thereby elevating client satisfaction and retention.
- Consistency in Reflecting Agency Identity and Values: Learn to integrate your agency's unique messaging into AI, ensuring a consistent and authentic experience for clients
- Best Practices for AI Integration : Uncover the most effective ways to adopt AI in your agency, maximizing its potential to streamline operations, enhance services, and facilitate data-driven decision-making.
- Developing an AI Policy: Understand the importance of a clear AI policy that reflects your ethos and guides responsible and ethical AI use, ensuring its alignment with your goals and expectations.
- Practical Examples for Immediate Application: See real-world examples of AI in action , illustrating how to apply your newfound knowledge to improve your operations and client experiences immediately.
PRESENTED BY: Zach Giglio, Founder & CEO, GCM
Zach Giglio is CEO of GCM, an award-winning agency that shows organizations how to leverage cutting-edge AI technology to become more efficient and profitable. He is certified by the Wharton School of Business in AI strategy for business and is a faculty member on AI at the U.S. Chamber of Commerce’s Institute for Organization Management.
Renowned for his insights into the fascinating convergence of AI and business, Zach is a frequent guest speaker at industry conferences and is an upcoming TEDx speaker. Additionally, he conducts intensive AI trainings and implementations, tailored to equip organizations with the requisite knowledge and skills to effectively harness AI, fueling their marketing, sales, administration and operating abilities and driving revenue growth.
Zach's consulting acumen spans a diverse array of organizations, from Fortune 500 companies to dynamic startups. His professional journey has taken him from Washington D.C. to Johannesburg and back to the USA, where he co-founded GCM.
Beyond his professional commitments, Zach contributes actively to his local community, serving on a nonprofit board. He indulges his personal passions in travel, wine, and conversation, underpinned by a lifelong love for storytelling, history, and culture. Zach resides in the Charleston, S.C. area with his wife and two young sons.
OCTOBER 14, 2024
General Session Keynote:
The AI Cheat Code: How ChatGPT (and AI Tools) Will (and Won’t) Forever Alter Human Work
To be filed for 2 hrs. P&C of L&H
AI has finally broken through to the mainstream to impact in obvious and meaningful ways our work. ChatGPT took the world by storm and upended the status quo. High school students used it to write college essays. Respected news publications tried it out for original articles. Executives began to use it to draft emails. Marketers started using it to write blogs and social media posts. Its output was astonishingly convincing. Except when it was factually incorrect, unoriginal and formulaic. ChatGPT will make us far more efficient for many tasks. But it will not replace humans and usually will become an extension of their wisdom. And that’s the key to understanding AI writ large, and its role for the next five years — the cheat code. AI can give humans superpowers but you have to understand its limitations to unlock its true magic. This talk will trace the origins of AI, the incredible breakthroughs of Deep Learning and modern AI, cover the limitations of current AI and provide guidance and insight on how AI will change human work in the near and long-term — and what that might mean for you.
PRESENTED BY: Alex Salkever
Alex Salkever is a leading expert in exploring the intersection of technology, business and society, with over two decades of experience covering cutting-edge advancements in a wide assortment of fields such as AI (and ChatGPT), green energy, genetic engineering, cloud computing, virtual reality, and self-driving cars. As a former editor of BusinessWeek and an award-winning author, Alex has a unique perspective on the ways in which technology impacts our lives and well-being. Based in the heart of Silicon Valley, Alex has firsthand access to emerging technologies at the forefront of development and adoption. He regularly engages with researchers and innovators working on over-the-horizon ideas that will shape the future. Alex is the author of several influential books, including The Driver in the Driverless Car: How our Technology Choices Will Create the Future, which was long-listed for the McKinsey/Financial Times Business Book of the Year award, and The Immigrant Exodus, named one of The Economist's "Business Books of the Year." He also wrote Your Happiness Was Hacked: Why Tech Is Winning the Battle to Control Your Brain--and How to Fight Back. Alex has held senior technology executive positions at multiple Silicon Valley companies, ranging from startups to tech giants. As a respected thought leader, Alex contributes articles to leading publications such as Fortune, Marketwatch, CNBC, and Foreign Affairs, and is a sought-after speaker on the future of technology and its implications for society.
OCTOber 15, 2024
Closing Session Approved for 2 hrs. P&C of L&H
State Industry Issues Update:
SC Insurance Director Michael Wise will update the membership on recent activities and future initiatives of the South Carolina Department of Insurance.  PRESENTED BY: SC Insurance Director Michael Wise
Michael Wise was officially appointed as the South Carolina Director of Insurance by Gov. McMaster and confirmed by the South Carolina Senate in May 2023 after serving as the Acting Director for about a year. He has been with the Department since 2009, formerly serving as Deputy Director of Actuarial and Market Services. He is a South Carolina native and Furman University graduate.
How to Be a Hard Market Hero:
This series is your personal lifeline for thriving in a demanding market and using the market conditions to your advantage. If you feel like you are drowning from team burnout, client deflection and team turnover Kelly is here to give you some solutions. Get ready to learn how to STOP, EMBRACE, GRIEVE and PROVIDE to become a Hard Market Hero.
PRESENTED BY: Kelly Donahue-Piro, Agency Performance Partners
As Founder and President of insurance consulting and training firm Agency Performance Partners, for more than a decade Kelly Donahue-Piro has been inspiring clients and conference attendees alike to be “Ridiculously Amazing.” An empathetic visionary, Kelly sees herself and her team not just as expert advisors but as a “BFF” to agency owners, coming alongside with an arm around the shoulder when times are tough and a round of high-fives when success rolls in. Kelly’s professional journey began with a degree in Relationship Marketing from Bentley University in 2003, and she hasn’t hit pause since, serving—among other roles—as Vice President in charge of Client Services for an insurance digital marketing firm once named among America’s fastest growing companies by Inc Magazine. Since 2014 she has helmed Agency Performance Partners and traveled the U.S. and Canada as a highly sought-after speaker empowering insurance agents to face change with a can-do attitude and a growth mindset.
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