IIABL 118th Annual Convention Program

10:00 am - 12:00 pm

Exhibitor Set Up, Emerald Ballroom

1:00 pm - 6:00 pm

Registration, Emerald Ballroom Pre-Function Area

1:00 pm - 4:00 pm

Exhibit Exposition & Welcome Refreshments, Emerald Ballroom

5:00 pm - 7:00 pm

Welcome Reception & Exhibit Exposition, Emerald Ballroom

7:00 pm - 9:00 pm

Exhibitor Tear Down, Emerald Ballroom

8:00 am - 12:00 pm

Registration, Emerald Ballroom Pre-Function Area

9:00 am - 12:00 pm

Opening Business Session, Emerald Ballroom IIABL Officer Installation & IIABL Awards Presentation Technology Solutions for Agents, Steve Anderson, Catalyit Never Give Up. Never Quit. Travis Mills

12:00 pm - 1:00 pm

Lunch on your own

1:00 pm - 4:00 pm

Have a Perpetuation Plan, Carey Wallace, Agency Focus, Coral A

3:00 pm - 5:00 pm

Frozen Drink Treats, The Veranda

5:30 pm - 7:00 pm

Sunset Cocktail Reception, Sunset Deck

7:00 pm - 8:30 pm

Dinner on your own

8:30 pm - 12:30 am

Mojeaux Monday - Desserts & Dancing, Emerald Ballroom

8:00 am - 3:00 pm

Golf Tournament, Raven Golf Club at Sandestin

8:00 am - 10:00 am

Registration, Emerald Ballroom Pre-Function Area

9:00 am - 12:00 pm

The Data-Driven Agency, Carey Wallace, Agency Focus, Coral A

9:00 am - 5:00 pm

IIABL Day at the Beach

2:00 pm - 4:00 pm

Ice Cream & Beer Party, Barefoots Deck

7:00 pm - 10:00 pm

IIABL Casino Night, Emerald Ballroom (Food & Drink Provided)

8:00 am - 10:00 am

Registration, Emerald Ballroom Pre-Function Area

8:00 am - 9:00 am

Breakfast Buffet, Emerald Ballroom

9:00 am - 12:00 pm

Closing Business Session, Emerald Ballroom State of the Union, Commissioner Jim Donelon Top Initiatives from IIABA, John Costello, Chairman Elect IIABL Outgoing President's Address, Donelson Stiel IIABL Incoming President's Address, Michael Scriber IIABL Legislative Update, Jeff Albright & Ben Albright

Schedule of Events

2

Jeff Albright, Chief Executive Officer

General Information

3

Ben Albright, Vice-President of Strategic Initiatives

Welcome

4

Karen Kuylen, Director of Accounting & Finance

IIABL Officers & Board of Directors

5

Rhonda Martinez, Director of Insurance Programs

Speakers

6

Jamie Newchurch, Director of Insurance Programs

Program - Sunday, June 12

7

Kathleen O'Regan, Director of Communications & Events

Exhibitors

7

Lisa Young-Crooks, Director of Member Relations

Program - Monday, June 13

8

Program - Tuesday, June 14

10

If you need immediate assistance,

Program - Wednesday, June 15

12

please call (225) 236-1360.

Lou Daniel Award Recipients

14

IIABL Past Presidents

15

IIABL Company Partners

16

IIABL Registration Center

Registration for Golf

The IIABL staff is ready, willing and able to assist

Golf is held on Tuesday morning and requires a

you. Convention registration and program

separate registration. Please sign up at the IIABL

information is available at the IIABL Registration

Registration Center by noon Monday.

Center. If you have questions, need information or assistance, contact the IIABL staff at the

Continuing Education

registration center.

Convention business sessions and CE seminars are approved for Continuing Education credit.

Convention Registration, Badges, Tickets &

Attendance is required for the complete program

Wristbands

to qualify for CE credit. Please be sure to scan the

Each and every person attending the Convention

QR code at the end of each session you attend and

must be registered. Convention attendees are

complete the electronic form to qualify for CE

issued badges which are to be worn in order to be

credit. Convention CE certificates will be mailed 6-8

admitted to all convention activities. Lost or

weeks after the convention. CE credit will not be

damaged badges can be replaced at the IIABL

provided to attendees who do not attend the entire

Registration Center. The tie-dye red and blue

seminar and/or fail to complete and return the

wristbands can be worn for outdoor activities in lieu

electronic CE form at the end of each individual CE

of the convention badge.

session.

Individual registrations for separate convention

Convention Attire

functions are not available.

Casual attire will be appropriate for all Convention activities.

Some convention functions require tickets for drinks or door prizes. Tickets are included in your

Attendance Prizes

registration packet. Please make sure to bring your

Door prize drawings will be held at all business

tickets to each function. Lost or damaged tickets

sessions and seminars using the electronic CE form.

can be replaced at the IIABL Registration Center.

You must be present to win!

On behalf of the Independent Insurance Agents & Brokers of Louisiana Board of Directors and the staff, I would like to welcome you to the 118th Annual Convention & Exhibition! This event offers an excellent opportunity for education, fellowship and networking among agents, brokers and company representatives.

After a two year hiatus, we couldn't be more excited to be "Together Again" this year at the beach! Other convention agendas don't hold a candle to this year's event. We have show stopper speakers & topics that are some of our industry's most knowledgeable leaders. Our speakers will discuss important and timely topics such as technology, perseverance, perpetuation, and industry efforts, at the business sessions and seminars.

We have brought back many attendee favorites such as the Exhibition Hall, Frozen Drink Treats, Dance Party, Golf Tournament and Ice Cream & Beer Party where you can network with old friends and make new ones. We are also celebrating being "Together Again" this year with a special one time event, Casino Night, on Tuesday evening that will be complete with games, food, beverages, prizes & more!

None of this would be made possible without the dedication and support of our Industry Partners, Convention Sponsors, and Exhibitors. Please take time during the events to thank them for all they do!

We hope you enjoy all that our convention has to offer this year!

Donelson "Don" Stiel IIABL President 2021-2022

PRESIDENT Donelson Stiel David H. Stiel, Jr. Agency PRESIDENT-ELECT Michael Scriber Scriber Insurance Services SECRETARY-TREASURER Armond K. Schwing Schwing Insurance Agency, Inc. NATIONAL DIRECTOR Johnny Beckmann, III AssuredPartners PAST PRESIDENT Brenda Case Lowry-Dunham, Case & Vivien Group YOUNG AGENTS REPRESENTATIVE Brittni Lagarde Southern Insurance Agency

Anne Bodkin Smith Thomson Smith Leach Insurance Group

Lydia McMorris Alliant Insurance Services

Matthew deBlanc Continental Insurance Services

Eugene Montgomery Community Financial Insurance Center

Rob W. Eppers Risk Services of Louisiana

Joe King Montgomery Thomas and Farr Agency, Inc.

Matt Graham Lincoln Agency

Hartwig "Robby" Moss, IV Hartwig Moss Insurance Agency

Christopher S. Haik Haik Insurance Holdings, LLC

Paul R. Owen John Hendry Insurance Agency

Stuart Harris McClure, Bomar & Harris, LLC

Robert Palmer, Jr. Insurance Underwriters, Ltd.

Ross Henry Henry Insurance Services, Inc.

Martin "Teeny" Perret Quality Plus, Inc.

Bret Hughes Hughes Insurance Services, LLC

Robert G. Riviere Riviere Insurance Agency

Charles "Chuck" LeBlanc Bourg Insurance Agency

Robert Stone Stone Insurance, Inc.

Steve Anderson is a technology and risk expert, and one of the original influencers on LinkedIn. He is a globally sought after speaker, bestselling author, and business consultant. Now, a Wall Street Journal, USA Today, and international best-selling author, Steve Anderson shares his vast knowledge with business owners, CEOs, employees, managers, and leaders in multiple industries all over the world. He helps businesses look at risk… and see how they can use risk to their competitive advantage.

Retired United States Army Staff Sergeant Travis Mills of the 82nd Airborne is a recalibrated warrior, motivational speaker, actor, author and an advocate for veterans and amputees. Travis’s New York Times bestselling memoir, Tough as They Come, is currently available on sale in bookstores everywhere. Despite losing portions of both arms and legs from an IED while on active duty in Afghanistan, Travis continues to overcome life’s challenges, breaking physical barriers and defying odds. Travis lives by his motto: "Never give up. Never quit."

Carey Wallace started her career in a technology startup and found her way into the insurance industry like many others have – by chance. While working for the Ohio Insurance Agents Association, Carey created valuation and consulting services as well as built and led the first data-analytics company solely focused on independent insurance agencies. Over the past 14 years, Carey has worked with hundreds of agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their agency’s future. Carey provides a variety of consulting services through the company she founded, Agency Focus, LLC.

Jim Donelon has served as Commissioner of Insurance for the state of Louisiana for more than 15 years. He was first appointed as Insurance Commissioner in February 2006 when the seat was vacated by the incumbent. He was later elected to fill the unexpired term in 2006 and has been re-elected to four consecutive full terms in 2007, 2011, 2015 and 2019.

His current term will expire in 2023.

John Costello is vice president of USI Insurance Services in Rochester, NY. Costello was installed as IIABA chairman-elect in October 2021. Costello is former chairman of the IIAB of New York, past president of the IIA of Monroe County and was the 1995 Monroe County Insurance Professional of the Year.

He formerly served on the board of directors of the IIABA and chaired the IIABA Finance Committee. He is active in the Society of Certified Insurance Counselors and the Insurance Risk Management Institute. He was elected to the IIABA Executive Committee in 2016. Costello has nearly 40 years of experience in the insurance industry.

WELCOME REFRESHMENTS 1:00 pm - 4:00 pm Emerald Ballroom Convention Registrants ONLY! After the trip from home, stop and quench your thirst and enjoy a box of popcorn with our Welcome Refreshments

WELCOME RECEPTION & EXHIBIT EXPOSITION

IIABL REGISTRATION CENTER 1:00 pm - 6:00 pm Emerald Ballroom - Pre-Function Area

EXHIBIT EXPOSITION 1:00 pm - 4:00 pm Emerald Ballroom Convention Registrants & Spouses/Guests ONLY! Children are NOT eligible to participate in the exhibits, exhibit games, or to win prizes!

Visit our awesome exhibitors and don't forget to fill in your IIABL Convention door prize tickets that each exhibitor has waiting for you. Door Prizes will be drawn every hour!

5:00 pm - 7:00 pm Emerald Ballroom Bring Your Drink Tickets!

Convention Registrants & Spouses/Guests ONLY! Children are NOT eligible to participate in the exhibits, exhibit games, or to win prizes!

Enjoy food & drinks while visiting with our exhibitors at the Opening Reception. A great way to start off a great convention! This is also another opportunity to check out the exhibitors and get your IIABL Door Prize Tickets from the exhibitors you visit! Door Prizes will be drawn every hour!

AFCO Credit

goto Premium Finance

RISCOM

Agile Premium Finance

Group Insurance, Inc

RPS/Risk Placement Services

Allied Trust Insurance Co.

Homebuilders SIF

Safepoint Insurance Company

Amerisafe

IIABL Young Agents Committee

Safeway Insurance Company

AmWINS Access Insurance Services, LLC

Imperial PFS

SageSure Insurance Managers

Applied Systems, Inc.

Jencap Insurance Services

SAYATA

Aspera Insurance Services

LA Workers Compensation Corporation

Selective Insurance Company of America

Bank Direct Capital Finance

Lane & Associates, Inc.

ServPro of Metairie

Berkshire Hathaway GUARD Insurance Companies

LCI Workers' Comp

Skyward Specialty Insurance Group

Louisiana Restaurant Association (WC)

South & Western General Agency

LUBA Workers' Comp

Southern Fidelity Insurance Co Capitol Preferred Insurance Co

Burns & Wilcox, Ltd. Commercial Sector Insurance Brokers CRC Dave Millet Insurance Agency, Inc. Applied Client Network Dealer Plus Insurance Emergency Restoration

Motiva National General, an Allstate company Pennsylvania Lumbermens Mutual Insurance Company Pie Insurance

Southwest Risk Standard Premium Finance STONEMARK, INC. "Premium Finance Group" Stonetrust Commercial Insurance Co.

EPayPolicy

Precise Adjustments - Tokio Marine Highland

First Insurance Funding Corp.

Progressive

The Gray Insurance Company

Foremost Insurance Group

Property Insurance Association Of LA

UIG

TAPCO Underwriters, Inc.

IIABL REGISTRATION CENTER 8:00 am - 12:00 pm Emerald Ballroom - Pre-Function Area

OPENING BUSINESS SESSION (3 CE) 9:00 am - 12:00 pm Emerald Ballroom Convention Registrants & Spouses/Guests!

President, Donelson Stiel Installation of IIABL Officers & Directors IIABL Awards Presentation Brenda Case, IIABL Past President Joseph O'Connor, III, IIABL Past President Sharon Hobby, IIASB Secretary Treasurer Technology Solutions for Agents Steve Anderson with Catalyit will share first-hand observations on the impact of technology on an agency's value, operation, and culture. Plenty to steal to implement in your agency!

Never Give Up. Never Quit.

Travis Mills was critically injured in 2012 on his third tour of duty in Afghanistan losing portions of both legs and both arms. His larger-than-life personality, sense of humor, and incredible spirit for life will engage you as soon as he takes the stage and will inspire you to "Never Give Up. Never Quit." no matter the obstacles or circumstances.

CE SEMINAR (3 CE) 1:00 pm - 4:00 pm Coral A Have a Plan What is a Perpetuation Plan and why is it important? Where should I start when building my agency's perpetuation plan? Carey Wallace with Agency Focus, LLC, is a Certified Exit Planning Advisor and will answer all this and more!

FROZEN DRINK TREATS 3:00 pm - 5:00 pm The Veranda Wear your tie-dye red & blue wristbands!

Convention Registrants, Spouses/Guests & Children!

Enjoy these frozen concoctions poolside with adult & kid-friendly varieties.

SUNSET COCKTAIL RECEPTION 5:30 pm - 7:00 pm Sunset Deck Bring your Drink Tickets!

Convention Registrants, Spouses & Guests!

Come have a cocktail before dinner while watching the sunset with IIABL.

MOJEAUX MONDAY 8:30 pm - 12:30 am Emerald Ballroom Bring your Drink Tickets!

Convention Registrants & Spouses/Guests!

Our Desserts & Dancing party is moving to Monday night! New Orleans' premiere party band, MoJEAUX, has a play list that is sure to excite you and get everyone on the dance floor. Complete with drinks and desserts, your night is sure to end on a sweet high note!

IIABL REGISTRATION CENTER 8:00 am - 9:00 am Emerald Ballroom - Pre-Function Area

GOLF TOURNAMENT 8:00 am - 3:00 pm Raven Golf Club Registered Golfers ONLY! The IIABL Convention Golf Tournament will take place at the Raven Golf Club at Sandestin. Voted one of the "Best Courses You Can Play" by Golf Week Magazine in 2014, the Raven Golf Club is a natural wonder that presents drama and strategy on every tee. Please arrive early for the 8:00 am shotgun start, scramble format or 2 person best ball. Prizes will be awarded after the tournament.

CE SEMINAR (3 CE) 9:00 am - 12:00 pm Coral A The Data-Driven Agency There is no question that change is happening at a record pace, what are you doing to evolve and change with it as an organization? Carey Wallace will explore how other industries, as well as some agencies, have evolved given the rapid change we face in all aspects of our lives. Data, technology, and relationships are the key to the agencies of today and tomorrow!

IIABL BEACH TAILGATE 9:00 am - 5:00 pm Center Beach Wear your tie-dye red & blue wristbands!

Convention Registrants, Spouses/Guests & Children!

Enjoy a day at the beach with IIABL which includes: Beach set-ups Bocce Ball Corn Hole Ladder Ball Music

ICE CREAM & BEER 2:00 pm - 4:00 pm Sunrise Deck Wear your tie-dye red & blue wristbands!

Convention Registrants, Spouses/Guests & Children!

Ice Cream and Beer will be served poolside to enhance your pool activities. In case of rain, relocate to lounge.

IIABL CASINO NIGHT 7:00 pm - 10:00 pm Emerald Ballroom Bring your Drink Tickets!

Convention Registrants & Spouses/Guests!

IIABL is celebrating being "Together Again" with a special one time party this year and we are rolling out the red carpet! Attendees will be welcomed by casino "show girls" and receive "funny money" that you can use to play casino games that will be set up in the ballroom. Don't make dinner plans! We will have a delicious spread of food & beverages, DJ playing your favorite tunes, and a photobooth to capture your favorite party pics throughout the night. As Casino night comes to a close, winnings will be turned in for raffle tickets to win exciting prizes!

IIABL REGISTRATION CENTER 8:00 am - 10:00 am Emerald Ballroom - Pre-Function Area

CLOSING BUSINESS SESSION (3 CE) 9:00 am - 12:00 pm Emerald Ballroom Convention Registrants & Spouses/Guests!

Breakfast Buffet Louisiana State of the Union The Louisiana insurance industry has gone through one of the toughest Legislative Sessions ever. We will get a chance to hear directly from Commissioner Donelon and the Louisiana Department of Insurance on the outcome of the Legislative Session and current LDI issues they are facing.

Top Initiatives from IIABA The work in the insurance industry doesn't stop in our state. IIABA is hard at work for our agents with new and ongoing initiatives that can impact your agency. John Costello, IIABA Chairman Elect from New York, will give an overview to our members.

Outgoing President's Address Donelson Stiel, David H. Stiel, Jr. Agency Incoming President's Address Michael Scriber, Scriber Insurance Services IIABL Legislative Update Jeff Albright & Ben Albright

1965

Harold Boling

1997

Henry C. Mullin

1966

Lou W. Daniel

1998

William M. Marks, Jr.

1970

Herman Katten

1999

Ronald S. Paulin, CPCU

1971

Charles E. McKenzie, Jr.

2004

Joseph A. O'Connor, Jr.

1972

H. Leslie McKenzie

2006

Donald E. Beery

1985

Philip H. Jacobs

1989

Richard L. Katten, CPCU

1992

Dick Dethloff, CPCU

Steve Cavanaugh 2008

Lee Schilling Jeff Albright

Gus Englehardt

2010

Randy Lanoix, CIC

1993

William M. Marks, Jr.

2013

Marc Eagan, CIC

1994

John Guice, CPCU

2014

Barry O. Blumberg, CIC

1995

Lou W. Daniel

2015

Jeff Mohr, CPCU, ARM

Thomas D. Oglesby

2016

Parke Ellis, CPCU

J. David Daniel

2019

Mike Edwards

1996

1902-1903

J. W. Alexander*

1960-1961

Felix L. Aucoin, Jr.*

1993-1994

Ronald S. Paulin, CPCU

1920-1920

W. J. O'Pry*

1961-1962

Thomas Q. Winkler*

1994-1995

Richard L. Katten, CPCU*

1921-1922

M. J. Hartson*

1962-1963

H. Leslie McKenzie*

1995-1996

John Guice, CPCU

1924-1925

J. H. Percy*

1963-1964

Hartwell A. Lewis*

1996-1997

William M. Marks, Jr.*

1925-1927

George A. Petrie*

1964-1965

Jules H. Dreyfuss*

1997-1998

J. David Daniel

1927-1929

Frank G. McElroy*

1965-1966

Lou W. Daniel*

1998-1999

L. Brian Duke, Jr., CIC

1929-1931

Matt G. Smith*

1966-1967

Charles E. McKenzie, Jr.* 1999-2000

Donald E. Beery

1931-1932

William D. H. Rodriguez* 1967-1968

Herman Katten*

2000-2001

Randy Lanoix, CIC

1932-1933

Capt. Emmett L. Kidd*

1968-1969

David D. Dupuy*

2001-2002

Jeffrey Fields

1933-1934

James E. Hassinger*

1969-1970

Robert A. Bogan, Jr.

2002-2003

Joseph A. O'Connor, Jr.

1934-1935

Alphonse Davis*

1970-1971

Warren Graham*

2003-2004

Wayne Cunningham

1935-1937

Terrell Woosley*

1971-1972

William A. Baker, Jr.*

2004-2005

Craig Thomas

1937-1938

Thomas G. Grace*

1972-1973

A. G. Howard*

2005-2006

H. Lee Schilling

1938-1939

Albert M. Dreyfuss*

1973-1974

H. A. Mouk Jr.*

2006-2007

John Smestad, CPCU*

1939-1940

O. Wharton Brown*

1974-1975

William T. Lowry*

2007-2008

Jeff Mohr, CPCU, ARM

1940-1941

Charles P. Gould*

1975-1976

Arthur G. Randol, Jr.*

2008-2009

Clay Mullin, CIC

1941-1942

Alvin S. Hahn

1976-1977

Richard M. Wise*

2009-2010

Cindy Alexander

1942-1944

Leonard M. Wise*

1977-1978

Jack E. Duke*

2010

Bernard McKenzie*

1944-1946

Edward J. Seymour*

1978-1979

David J. Dessauer, Jr.*

2010-2011

Brad Bourg

1946-1947

Lancaster W. Collens*

1979-1980

Arthur M. Beveridge*

2011-2012

Marc Eagan

1947-1948

W. Eugene Bingham*

1980-1981

C. R. Dethloff, CPCU*

2012-2013

Barry Blumberg

1947-1948

A. Heath Petrie*

1981-1982

L. Brian Duke*

2013-2014

Parke Ellis

1948-1949

Harold A. Boling*

1982-1983

John McCants

2014-2015

Mickey Bennett

1949-1950

Cecil R. Middleton*

1983-1984

John B. Tyner*

2015-2016

David Dethloff

1950-1951

B. Horace Talbot, Jr.*

1984-1985

Gus Englehardt*

2016-2017

Richard Jenkins

1951-1952

Emmett A. Herring*

1985-1986

Gerald M. LeBlanc*

2017-2018

Neil Record

1952-1953

Roscoe A. Bolton*

1986-1987

Charles Shaver

2018-2019

Johnny Beckman, III

1953-1954

Gibson Stevenson*

1987-1988

M. J. Hartson, III*

2019-2020

Joseph A. O'Connor, III

1954-1955

E. A. Veillon*

1988-1989

M. B. Kornegay, Jr.*

2020-2021

Brenda Case

1956-1957

Harold A. Mouk, Sr.*

1989-1990

Philip H. Jacobs*

1957-1958

I. T. Hart*

1990-1991

Ben Talbot*

1958-1959

A. L. Schlesinger, Jr.*

1991-1992

Henry Mullin*

1959-1960

Philip A. Jacobs*

1992-1993

Brian Couvillion, CPCU

*Deceased

List as of May 31, 2022

Accident Fund Insurance Company of America Allied Trust Insurance Co. Aspera Insurance Services Berkshire Hathaway GUARD Insurance Companies Commercial Sector Insurance Brokers EMC Insurance Companies FCCI Insurance Group Foremost Insurance Group Forest Insurance Facilities Gulf States Insurance Company Homebuilders SIF Iroquois South, Inc. Lane & Associates, Inc. Louisiana Restaurant Association LUBA Workers' Comp Motiva National General, an Allstate Company RPS/Risk Placement Services Southern Fidelity Insurance Co. Capitol Preferred Insurance Co. STONEMARK, INC. "Premium Finance Group" Summit Consulting, Inc. Wright Flood