Mallory is the Vice President of the Independent Insurance Agents of Wisconsin. Joining the team in 2017, Mallory actively pursues building and improving agency for agents across the United States. As an instructor and auditor for Swiss Re, she views creating operational resources for independent agents as both a passion and privilege. Through innovative new practices, Mallory identifies key risks and mitigation plans in a customized fashion to meet the needs of agencies of all sizes.
As founder and president of Agency Performance Partners, and industry trendsetter, Kelly has helped hundreds of agencies boost sales, retain more customers and rediscover their passion. She has traveled coast to cost for speaking engagements and innovative workshops, impressing audiences with real-world, business development acumen and constructive, hands-on advice.
Patrick is the Director of Insurance Journal's Academy of Insurance. He started his insurance career as a commercial underwriter for an MGA. From there, he moved to one of the largest Florida-based property insurers to become an underwriter trainer. While there, his role expanded beyond classroom and online training to become a learning consultant. He spent time with his customers to determine their learning needs and develop a plan to meet those needs. Patrick is also the Immediate Past-President of SITE, the Society of Insurance Trainers and Educators.
Rick is a private practice attorney in the insurance industry. He serves as Vice-President and General Counsel to Arlington/Roe & Co., Inc. as well as General Counsel to the Big I Indiana and Kentucky. Rick teaches as a faculty member for the National Alliance and speaks annually at the "roadshows" in KY and IN's Agency Compliance Seminars, and presents various seminars on insurance and employment related matters.
Cheryl is an agency management consultant and educator, and a frequent speaker at various industry meetings and events nationwide. She is currently the owner of Agency Management Resource Group, a training, education and consulting firm located in Roseville, California.
Carey has worked in the insurance industry for the past 12 years focused on helping agencies leverage data and make informed business decisions. Her experience includes serving as CFO, COO and CIO at OIA as well as CEO of IntellAgents, a data-analytics company focused on independent agents. Helping agents win is Carey’s passion, and she continues her consulting work at Agency Focus, LLC her newly formed organization.
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