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