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SCHEDULE
SUNDAY, J UNE 7
12-7 p.m. PIA registration desk open
1:30-4:30 p.m.
Education session:
Real Claims, Real Coverage: Lessons from the Field
Steve Lyon, CIC, CRM, CPCU, ARM, AAI, AFIS, CRIS, AIS, MLIS, TRIP
4-6:30 p.m. Trade show open with cash giveaway
AI Tech Demos: –4:30-4:45 p m Cara –5:30-5:45 p m Infer so
5-6:30 p.m Networking Reception in the trade show
9-11 p.m. YIP Nitecap Reception
MONDAY,
J UNE 8
7:30 a.m.-12:30 p.m. PIA registration desk open
8-10 a.m.
Education session:
Technology: Impacting You and Your Clients
John Fear, CISR, CPIA
8:30-10:30 a.m. AUGIE/PIA Tech Council Meeting
9 a.m.-noon Trade show open
—9-10:30 a m Continental Breakfast
—10:30-11:30 a m Bloody Mary & Mimosa Bar
AI Tech Demos:
—10-10:15 a m RiskAdvisor
—11-11:15 a m Imperial PFS
12-1:45 p.m. Networking Lunch with CEO Panel
1-6 p.m.
PIA registration desk open
1:45-4 p.m.
2-3:30 p.m.
2-4 p.m.
3-5:50 p.m.
6:30-9 p.m.
Trade show open
—Wine and Cheese Reception
—Exhibitor door prizes and grand door prize drawing
Deep Dive Live: AI Done Right
Emerging Leaders Series: Module 3
Managing vs Coaching: Developing Meaningful and Measurable Goals
Separate registration required
Education session:
I Didn’t Know That! Policy Wording That Can Ruin or Make Your Day
Steve Lyon, CIC, CRM, CPCU, ARM, AAI, AFIS, CRIS, AIS, MLIS, TRIP
Sunset Groove Beach Bash at The LandShark Grill featuring The GoodMan Fiske Band
TUESDAY,
J UNE 9
7:30 a.m. YIP Fun Run warm-ups
8-9 a.m. YIP Fun Run to benefit Special Olympics NJ
8:30-10 a.m.
8:30-9:30 a.m.
YIP Fun Run breakfast with award presentations
Continental breakfast in Hollywood West-Meeting level
9:30 a.m. Conference officially concludes
Good Vibes. Big Ideas. Bright Future.
FEATURED INSTRUCTORS EDUCATION
John Fear has worked in the independent agency profession for more than 30 years in a variety of roles and business areas. He specializes in agency operations, process improvement and sales proficiency to help insurance professionals provide outstanding service for their clients.
Steve Lyon has more than 35 years of agency-management experience owning, operating and managing an independent insurance agency. He uses his experience to conduct more than 150 insurancerelated classes each year for agencies and companies throughout the U.S.
We invest in bonds. The human kind.
Working with the independent agency system is one of the most worthwhile investments we can make. Travelers is proud to be a sponsor of the 2026 PIANJ/PIANY Annual Conference.
Premium finance can enhance your profitability in several ways.
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HOTEL MAP
1ST FLOOR - CASINO LEVEL
2ND FLOOR - MEETING LEVEL
Platinum Club ($3,000+)
HardenberghInsuranceGroup
LibertyInsuranceAssociatesInc.
Diamond Club ($1,000-1,999)
MichaelBeckerman,CPCU
Blum&WalshGroupInc.
McMahonAgencyInc.
OtterstedtInsuranceAgencyInc.
ClydePaulAgency
Emerald Club ($750-999)
LouisBeckerman,CIC,CPCU
JohnALatimer,Esq.
Sapphire Club ($500-749)
ADPPartnersInsuranceAgencyInc.
MarkAnthonyAssociates
FraserBrothersGroupLLC
KeithA.Savino,CPIA
SouthJerseyAgencyPartners
WilliamJ.Walbroel
WiserInsuranceAgencyLLC
TORS
Capitol Club ($250-499)
J.S.BraddockAgency
CommunityInsuranceAssociatesInc.
Davies&Associates
BartDiMattina
MariaN.Escalona,CPIA
GJEMInsuranceAgencyInc.
KRHConsulting
DonaldF.LaPennaJr.
AaronLevine,CIC
ShannaMuscavage
QuantumInsuranceServicesLLC
VeteransInsuraceAgencyInc.
VozzaAgencyInc.
SamuelA.Wierman
NJPIAPAC Club ($1-249)
MandyAdamsMoreland,AIS,AU,CPIA
ShirleyAlbright,CPIA,CISR
Allen&AllenInsuranceAgency
AllInsuranceServicesInc.
KennethBull,CIC,AU
RogerC.Butler,CIC
CharlesJ.Caruso,CIC,CPIA
WalterConroy
KarenHivry
InsuranceCenterofNorthJersey
CarolKatz
BradfordJ.Lachut,Esq.
PeterLynch
A.C.Marmo&SonsInc.
JoshMcManigal
PaulMonacelli,CIC,CPIA
ProvidentProtectionPlus
RueInsurance
PeterJ.RussoAgency
SelectiveInsuranceGroupInc.
StuberInsuranceAgency
SungenisInsuranceAgency
LoganTrue,CRIS
VoluntaryRiskManagers
CaseyYarger,CIC,CRM
YossiUnitedInsuranceAgencyLLC
2025-2026 PIANJ A DMINISTRATION
President
Roger Butler, CIC
President-elect
Aaron Levine, CIC
Vice Presidents
Michael Beckerman, CPCU
Lisa Hamm, CIC
Secretary/Treasurer
Christopher Powell
Immediate Past President
Andrew Harris Jr , CIC, AAI, CISR
National Director
Paul Monacelli, CIC, CPIA
Directors
Lydia Bashwiner, Esq
Yossi Bolanos
Ken Bull, CIC, AU
Walter Conroy, CISR
Alyssa Delaney
Maria Escalona, CPIA
Tim Latimer
Becky Mateus, CIC, CPIA, ANFI, CFM
William McMahon III, CIC, CWCA
Josh McManigal
Shanna Muscavage
Logan True, CRIS
Casey Yarger, CIC, CRM
Active Past Presidents
Anthony Bavaro, CIC, CRM
Louis Beckerman, CIC, CPCU
Bruce Blum, CPIA, TRA
Rip Bush Jr , CPIA
Charles Caruso, CIC, CPIA
Donna Cunningham, CPIA
Donald LaPenna Jr
John Latimer, Esq
Connie Mahoney
Steven Radespiel
Keith Savino, CPIA
William Vowteras
2026-2027 PIANJ A DMINISTRATION
President
Aaron Levine, CIC
Vice Presidents
Lisa Hamm, CIC
Michael Beckerman, CPCU
Treasurer
Christopher Powell
Secretary
Casey Yarger, CIC, CRM
Immediate Past President
Roger Butler, CIC
Director nominees renewing for a three-year term ending in 2029:
Michael Beckerman, CPCU
Yossi Bolanos
Alyssa Delaney
Maria Escalona, CPIA
William McMahon III, CIC, CWCA
Christopher Powell
Directors
Lydia Bashwiner, Esq
Yossi Bolanos
Ken Bull, CIC, AU
Walter Conroy, CISR
Alyssa Delaney
Maria Escalona, CPIA
Tim Latimer
Becky Mateus, CIC, CPIA, ANFI, CFM
William McMahon III, CIC, CWCA
Josh McManigal
Shanna Muscavage
Logan True, CRIS
Active Past Presidents
Anthony Bavaro, CIC, CRM
Louis Beckerman, CIC, CPCU
Bruce Blum, CPIA, TRA
Rip Bush Jr , CPIA
Charles Caruso, CIC, CPIA
Donna Cunningham, CPIA
Andrew Harris Jr , CIC, AAI, CISR
Donald LaPenna Jr
John Latimer, Esq
Connie Mahoney
Steven Radespiel
Keith Savino, CPIA
William Vowteras
Newly elected for a three-year term ending in 2029:
John Anderson
Mandy Adams Moreland, AIS, AU, CPIA
Vincent Pantaleo, CRIS, TRA
2025-2026 PIANY A DMINISTRATION
President
Jason Bartow, AAI, CPIA, TRA
President-elect
Michael Loguercio Jr
First Vice President
Jorge Hernandez
Vice President
Eric Cohen
Treasurer
Ed Chadwick
Secretary
Justin Fries, CIC, CPCU, CPIA
Immediate Past President
Richard Andrews, LUTCF
National Director
Michael Skeele, CIC, CPIA
Directors
Dina Bruno, CPIA
Peter Buccinna
Marshall Glass, CPIA
Leslie Rogoff
Richard Signorelli
Active Past Presidents
David Dickson
Jamie Ferris, CIC, AAI, CPIA, CRM
Lynne Frank, CPCU
Jeffrey Greenfield
Fred Holender, CLU, CPCU, ChFC, MSFS
John Parsons II, CIC, AAI, CPIA, NcSA
Gene Sandy, CIC
Richard Savino, CIC, CPIA, TRA
Gary Slavin, CLTC, CIC, LUTCF
John Tomassi, CPCU
THANK YOU
2025 CONTRIBUTORS
$2,500+
Excelsior Club
Bartow Insurance Agency & Jebb Brokerage Inc.
NGL Group LLC
$1,000-2,499
Platinum Club
NGL Group LLC
Parsons & Associates Inc.
Skeele Agency Inc.
John Tomassi, CPCU
Utica First Insurance Co.
P.W. Wood & Son Inc.
$750-999
Diamond Club
Andrews Agency Inc.
$500-749
Gold Club
Azby Brokerage Inc.
Broadfield Group–a member of PCF Insurance
Lawley LLC
The Roffe Group of Robinson + Cole
Ten Eyck Group
J.B. True Co. Inc.
$250-499
Capitol Club
Allan M. Block Agency Inc.
Ed Chadwick
E.C. Cooper Inc.
Tim Dean, CIC, CRM
Lynne R. Frank, CPCU
Garber Atlas Fries & Associates
HighStreet Insurance & Financial Services Group
Interwest United Insurance Brokerage
North Franklin Brokerage Inc.
Ryan and Ryan Insurance Brokers
Sano Brokerage Co. Inc.
VanParys Associates of Palmyra Inc.
XS Brokers Insurance Agency Inc.
$100-249
Century Club
Shirley Albright, CPIA, CISR
Axxcess Insurance Agencies Ltd.
Benefit Quest Inc./Eric Cohen Insurance
Brown & Stromecki Agency
Gabriel Bundschuh & Associates
David Dickson
Stuart Fries, CIC
Marshall Glass
A.L. Hofaker Inc.
Kriner & Furlong Insurance Agency
Bradford J. Lachut, Esq.
Long Agency Inc.
Parente Agency/Nationwide
James P. Reagan Agency Inc.
Leslie C. Rogoff
N.Stephen Ruchman
F.A. Scott Insurance Agency
Gary Slavin, CLTC, CIC, LUTCF
Sprague & Killeen Inc.
Vogel & Moore Insurance Agency
Peter Wallin
$1-99
AAC Club
Bradley Agency LLC
Carlstan North Hills Agency
Cassetta Agency Inc.
Jeffrey Dende, CIC, CPIA, CRM
HBE Group Inc.
Richard A. Savino, CIC, CPIA, TRA
Shore Line Insurance Agency Inc.
Michael J. Skeele, CIC, CPIA
Sluiter Agency Inc.
Stagnitta Agency
J.Carlos Shawn Viaña
www.pia.org/donateaac
PIANJ 2026 CONFERENCE COMMITTEE
Vice President
Aaron Levine, CIC
Chair
Walter Conroy, CISR
Members
Yossi Bolanos
Ken Bull, CIC, AU
Roger Butler, CIC – ex officio
Laura Castellano
Stephanie Danzis
Michael S DeStasio, MBA
Karen Hivry
Connie Mahoney
Dave Massey
Paul Monacelli, CIC, CPIA
Shanna Muscavage
Vincent Pantaleo, CRIS, TRA
Desiree Pilatos, CPIA
PIANY 2026 CONFERENCE COMMITTEE
Conference Chair
Dina Bruno, CPIA
Members
Rich Andrews, LUTCF
Jason Bartow – ex officio
Ed Chadwick
Jennifer DeCristofaro
Leslie Driscoll
Khaleedah Francis
Marshall Glass, CPIA
Natalie Golubski
Fred Holender, CLU, CPCU, ChFC, MSFS
Michael Loguercio Jr
Scott Richards
Gene Sandy, CIC
Frances A Scott
Richard Signorelli
Mike Skeele, CIC, CPIA
Ian Sterling, CLCS
John Tomassi, CPCU
Shannon van Doorn
Proud to support PIA
TRADE-SHOW FLOOR PLAN
Live Confidently WITH
Foremost®, part of Farmers Insurance®, has a legacy of more than 70 years of industry leadership and excellent service. Built from decades of experience, we deliver customizable coverages for autos, homes, motorcycles, off-road vehicles and much more.
With our flexible payment plans, numerous discounts and 24/7 claim service, we’re here to help make insurance easier. Your customers can live confidently knowing Foremost has their back with above-and-beyond service and exceptional coverage for their homes, vehicles and passions..
FLOOD INSURANCE CHANGES EVERYTHING
Proven claims service - nationwide
Technology designed for ease of use, accuracy, and NFIP compliance
Personalized customer service to meet your needs online via chat or by phone (8 a.m. – 8 p.m. EST)
Training, sales, and marketing support to grow your business
Excess flood coverage options to insure up to replacement cost*
*Subject to underwriting guidelines
Offering private and excess flood products† from:
†Certain coverages not available in all states. Some coverages may be written on a non-admitted basis through licensed surplus lines brokers.
Call us for flood choices.
Wright Flood Marketing at 866-373-5663 or fl oodmarketing@weareflood.com 2026 Wright Flood®. All rights reserved.
E XHIBITORS
Acrisure www.acrisure.com
Advantage Partners Inc. www.advantagepartnersnetwork.com
AdvoQates www.advoqates.com
AFCO Direct www.afcodirect.com
Agency Revolution www.agencyrevolution.com
Agile Premium Finance www.agile-pf.com
Alchemy Insurance Solutions www.alchemyins.com
American Collectors Insurance www.americancollectors.com/agents/
American European Insurance Group www.aeiginsurance.com
AmTrust www.amtrustfinancial.com
Amwins www.amwins.com
Anchor Payroll & HCM Solutions www.anchorpays.com
Aon Edge www.aonedge.com
Applied Systems Inc./EZLynx www.appliedsystems.com
Applied Underwriters Inc. www.auw.com
Associated Specialty Insurance Agency Inc. www.asiaworkerscomp.com
Assurant Flood Solutions www.assurant.com
ATI Restoration www.atirestoration.com
Atlas Adjustments LLC www.atlasadjustments.com
Axon Underwriting Services LLC www.axonu.com
Bass Underwriters www.bassuw.com
BCR Ventures USA Inc. www.bcrventuresusa.com
Berkley Small Business Solutions www.berkleysmallbusiness.com
Bernard Fleischer & Sons www.bfbond.com
Bolton Street Programs www.boltonst.com
Bridge Specialty Group www.bridgespecialtygroup.com
E XHIBITORS
BriteCo www.brite.co
Brooks Insurance Agency www.brooks-ins.com
Brownyard Group www.brownyard.com
Burns & Wilcox www.burnsandwilcox.com
Capital Premium Financing www.capitalpremium.net
CapStream www.capstream.app
Cara www.getcara.ai
Chenango Brokers LLC www.chenangobrokers.com
Citadel Insurance www.citadelus.com
Coverflow www.coverflow.com
CRC Specialty www.crcgroup.com
CRC Tapco www.crctapco.com
David J. Louie Inc. www.davidjlouie.com
Distinguished www.distinguished.com
DYAD www.dyadtech.com
Eastern Premium Finance Group Inc. www.easternpremiumfinance.com
Emergence Insurance www.emergenceinsurance.com
Empire State Brokerage Services LLC www.empirebrokerage.com
Ensure Analytics www.ensureanalytics.com
Enterprise Mobility www.enterprise.com
ERGO NEXT Insurance www.nextinsurance.com
Excess Line Association of New York www.elany.org
First Connect Insurance Services www.firstconnectinsurance.com
FIRST Insurance Funding www.firstinsurancefunding.com
Flood Risk Solutions www.floodsol.com
Foremost www.foremost.com
E XHIBITORS
Foremost Flood www.foremost.com
FRANK AI www.frankinsurance.ai
Friedlander Group Inc. www.friedlandergroup.com
FrontLine Restore LLC www.frontlinerestore.com
FTP Inc. www.ftpins.com
Fulcrum www.fulcrum.com
Fun Run - Special Olympics of NJ www.sonj.org
GEICO www.geico.com
GloveBox www.glovebox.io
Graber Agency Inc. www.graberagency.com
Granada Indemnity Co. www.granadaindemnity.com
Great American Ins. Group - Fidelity/Crime www.crimeinsurance.com
Great American Ins. Group - Property & Inland Marine www.gaig.com/pim
Great Bay Insurance Group www.greatbayinsurancegroup.com
Greater New York Insurance Cos. www.gny.com
Hamond Safety Management www.hamondgroup.com
The Hartford www.thehartford.com
Hartford Flood www.thehartford.com
Hawksoft www.hawksoft.com
The Heffner Agency Inc. www.heffneragency.com
Highview National Insurance Co. www.highviewins.com
Imperial PFS www.ipfs.com
Inchanted www.inchanted.com
Infer.so www.infer.so
Innovation Growth Partners Specialty LLC www.igpspecialty.com
Insurance Express & Member Cos. www.insuranceexpress.com
E XHIBITORS
International Underwriting Agency Inc. www.iua.bz
Ironpeak www.ironpeak.com
Jencap Group www.jencapgroup.com
Jimcor Agencies www.jimcor.com
Johnson & Johnson Inc. www.jjins.com
Lancer Insurance Co. www.lancerinsurance.com
Life Insurance Settlements Inc. www.lisettlements.com
Lightspeed Voice www.lightspeedvoice.com
Lovell Safety Management Co. LLC www.lovellsafety.com
M. Miller & Son www.mmillerson.com
McGowan Marine www.mcgowanmarineins.com
Mercury Insurance www.mercuryinsurance.com
Method Insurance Services www.methodinsurance.com
Momentum AMP www.momentumamp.com
National General, an Allstate company www.nationalgeneral.com
National Insurance Producer Registry www.nipr.com
Neptune Flood Inc. www.neptuneflood.com
NIP Group www.nipgroup.com
NJAN www.NJANSIAA.com
Novella www.bynovella.com
Oak Street Funding www.oakstreetfunding.com
Omaha National www.omahanational.com
One80 Intermediaries www.one80.com
Openly Insurance www.openly.com
Orchid Insurance www.orchidinsurance.com
Oryx Insurance www.tpmrisk.com
E XHIBITORS
PA Lumbermens Mutual Insurance Co. www.plmins.com
PEO Spectrum www.peospectrum.com
Peoples Premium Finance www.peoplespf.com
Perfect Restoration and Cleaning www.perfectrestoration24.com
Philadelphia Insurance Cos. www.phly.com
PLRisk Specialty Insurance Agency LLC www.plrisk.com
Powerbroker AI Inc. www.powerbroker.ai
Preferred Mutual Insurance Co. www.preferredmutual.com
The Premins Co. Inc. www.premins.com
Price & Price Enterprises Inc. www.melwainbonds.com
Prime Insurance Co. www.primeis.com
PIA Northeast www.pia.org
Progressive www.progressive.com
Rainbow www.userainbow.com
Risk and Insurance Education Alliance www.riskeducation.org
RiskAdvisor www.riskadvisor.insure
Risk Ninja AI www.theriskninja.com
Risk Placement Services www.rpsins.com
Ritter Insurance Marketing www.ritterim.com
RMS Programs LLC www.rmsprograms.com
Rocket Flood MGA www.rocketmga.com
RT Specialty www.rtspecialty.com
SageSure www.sagesure.com
Seneca Insurance Company www.senecainsurance.com
ShelterPoint Life Insurance Co. www.shelterpoint.com
Simon Agency www.simonagency.com
E XHIBITORS
SIR Services NY Inc. www.sirservicesny.com
Sonant AI www.sonant.ai
Standard Premium Finance www.standardpremium.com
Strand Finance Inc. www.strandfinance.com
Strategic Comp/Specialty Human Services www.strategiccomp.com
Synergy Professional Associates www.synergy-ins.com
Utica First Insurance Co. www.uticafirst.com
Utica National Insurance Group www.uticanational.com
Vertafore www.vertafore.com
Victor Insurance Managers www.victorinsurance.com
weSure USA www.wesuregroup.com
WH Greene & Associates www.whgreene.com
Wholesure www.wholesure.com
Wilkoff Bonds www.wilkoffbonds.com
WN Tuscano Agency www.tuscano.com
Workplace HCM www.workplacehcm.com
Wright Flood Insurance Co. www.wrightflood.com
XPT Specialty www.xptspecialty.com
XS Brokers www.xsbrokers.com
Young Insurance Professionals www.younginsuranceprofessionals.org
Zywave www.zywave.com
EDUCATION CLASSES
Sunday, June 7, 1:30–4:30 p.m.
REAL CLAIMS, REAL COVERAGE: LESSONS FROM THE FIELD
Steve Lyon, CIC, CRM, CPCU, ARM, AAI, AFIS, CRIS, AIS, MLIS, TRIP
Approved for 3 NJ CE credits. (GEN-88908731); Approved for 3 NY CE credits. Applicable to PC, BR, C3 & PA licenses. (NYCR-284748); Approved for 3 PA CE credits. (GEN-139487).
Sponsored by: Brooks Insurance Agency
What could be better than using real-life claims examples to study policy coverages and endorsements? This class will cover both personal and commercial lines forms, and allow you to take a fresh new look at old issues and concerns—which will help you become a better advocate for your clients This session is guaranteed to hold your interest and surprise you
Monday, June 8, 8–10 a.m.
TECHNOLOGY: IMPACTING YOU AND YOUR CLIENTS
John Fear, CISR, CPIA
Approved for 2 NJ CE credits. (GEN-88908732); Approved for 2 NY CE credits. Applicable to PC, BR, C3 & PA licenses. (NYCR-284749); Approved for 2 PA CE credits. (GEN-139486)
Sponsored by: Kingstone Insurance Co.
Technological advances are changing every aspect of the insurance industry—affecting the products insurance companies dynamically develop and underwrite They also affect how agents interact with current and prospective clients, and how claims are handled Understanding how this will impact your ability to provide proper risk assessment for your clients, and how to integrate those processes and procedures throughout your agency and staff, will make your interactions with your clients more effective
Monday, June 8, 3–5:50 p.m.
I DIDN’T KNOW THAT!
POLICY WORDING THAT CAN RUIN OR MAKE YOUR DAY
Steve Lyon, CIC, CRM, CPCU, ARM, AAI, AFIS, CRIS, AIS, MLIS, TRIP
Approved for 3 NJ CE credits. (GEN-88908730); Approved for 3 NY CE credits. Applicable to PC, BR, C3 & PA licenses. (NYCR-284747); Approved for 3 PA CE credits. (GEN-139488)
Sponsored by: Excess Line Association of NY
Join us for an action-packed session of coverage surprises and misunderstandings This class will address issues with insuring drones, medical/recreational marijuana, misclassifying workers, the difference between delivery and livery, anticoncurrent causation language— and the problems it creates—along with discussions on why every client needs a pollution policy The discussion also will include why umbrellas do not follow form, and some nasty endorsements you don’t want on your clients’ policies You won’t want to miss this class
SPONSORS
Adapt API Conference App, App Gamification
AFCO Direct Platinum Host
Agents Advocacy Coalition Conference App
American European Insurance Co. Beer & Soda Garden
Amwins Floor Decals
Bridge Specialty Group Floor Decals
Brooks Insurance Group Education Session, Silver Host
Cabrillo Coastal Insurance Floor Decals
Cincinnati Insurance Cos. Survey Gift Card Giveaway
Coverflow Silver Host
CRC Specialty Snack Booth
SPONSORS
Cumberland Mutual Silver Host
David J. Louie Inc. Shoe Shine Booth
Excess Line Association of NY Education Session
Farmers Insurance Company of Flemington Silver Host
Farmers of Salem Gold Host
Foremost Platinum Host
FRANK AI Charging Station
Franklin Mutual Insurance Group Silver Host
Imperial PFS AI Tech Hub
Infer.so Coffee Booth
Ironpeak Silver Host
SPONSORS
Jencap Group Conference Badges
Jimcor Agencies Networking Reception & Lounge
Johnson & Johnson Inc. Silver Host
Kingstone Insurance Co. Education Session
Lancer Insurance Co. Grand Door Prize
Liberty Mutual Silver Host
Merchants Insurance Group Table Centerpieces, Silver Host
NJPIAPAC Conference App
Philadelphia Insurance Cos. Tote Bag Booth
Plymouth Rock Assurance Monday Luncheon, Platinum Host
Preferred Mutual Insurance Co. Lunch Table Programs, Platinum Host
SPONSORS
PIANJ Womens Leadership Alliance
Bloody Mary/Mimosa Bar
Price & Price Enterprises Inc.
Wine & Cheese Reception
Progressive Gold Host
Restoration Masters Inc.
Meeting Refreshments
Risk Placement Services
Silver Host
Selective Insurance
LandShark Beach Party, Platinum Host
Seneca Insurance Co. Hot Dog Booth
Strategic Agency Partners Floor Decals
Swyfft Trade Show Networking Lounge
Travelers Gold Host
Trucordia Silver Host
SPONSORS
Union Bay Risk Advisors LLC Silver Host
Utica National Insurance Group Continental Breakfast, CEO Panel
Vertafore Neck & Shoulder Massage
Wright Flood Insurance Co. Gold Host
XS Brokers Badge Lanyards
THANK YOU
Roger Butler for all your hard work.
WELCOME
Aaron Levine. We look forward to all that 2026 has in store!
Plymouth Rock proudly supports our Independent Agents and PIA of New Jersey and New York. Thank you for all that you do for the industry.
AUTO | HOME | MOTORCYCLE | UMBRELLA | COMMERCIAL AUTO
NETWORKING EVENTS
CHECK OUT THIS KILLER SET LIST OF EVENTS:
Turn up the attitude and mix it up with colleagues and friends at our rock-and-roll-ready networking events:
TRADE SHOW–THE DEAL-MAKERS’ MAIN STAGE
Sunday, June 7, 4–6:30 p.m.
Monday, June 8, 9 a.m.-Noon; 1:45–4 p.m.
The trade show at Annual Conference is where the real action happens—handshakes, big moves, and spotlight-worthy ideas Discover the latest tools and techniques that will keep your business in the spotlight
Bloody Mary & Mimosa Bar: Monday, June 8 10:30–11:30 a.m.
Sponsored by:
Wine and Cheese Reception: Monday, June 8 1:45–4 p.m
Sponsored by:
ROCKIN’ COCKTAIL RECEPTION
Sunday, June 7, 5–6:30 p.m.
Kick off the conference with undeniable energy Roll into the networking lounge, catch up with old mates, and meet the new faces ready to shake things up Enjoy tasty bites, bold cocktails, and conversations that set the tone for an unforgettable event
Sponsored by:
YIP AFTER-HOURS
ROCK ’N‘ ROLL REVUE
Sunday, June 7, 9–11 p.m.
Join the YIPs for the hottest party in town at Hard Rock Café Backstage! A late-night blowout with the energy of a backstage party after a stadium show Great music, dancing, and craft cocktails await as the rising stars of the insurance industry let loose and have a little fun
NETWORKING LUNCH FEATURING CEO PANEL
Monday, June 8, 12–1:45 p.m.
Carrier movers and shakers will take center stage at a CEO panel as part of this year’s Networking Lunch The CEOs from Merchants Insurance Group, Utica Mutual Insurance Co , and Preferred Mutual: Charlie Makey, Kristen Martin and R Benedikt Sander, respectively, will share initiatives and insights affecting carriers and independent insurance agents
Networking Lunch Sponsored by: CEO Panel Sponsored by:
SUNSET GROOVE BEACH BASH AT L ANDSHARK BAR & GRILL
Monday, June 8, 6:30–9 p.m.
Once again, we’re taking over LandShark Bar & Grill for a full throttle, rock-and-roll-ready party Forget the quiet nights—this is where the amps go up, the crowd comes alive, and the GoodMan Fiske Band brings the kind of heat that turns a regular evening into a legendary one Kick back and let the music carry you through the night
Sponsored by:
F UN RUN TO BENEFIT SPECIAL OLYMPICS NEW JERSEY
Tuesday, June 9, 7:30–10 a.m.
A 42-year tradition keeps on rolling with Fun Run 2026 Whether you’re running, jogging, or taking a laid-back stroll, every step fuels something bigger Lace up, hit your stride, and help power the incredible athletes of Special Olympics New Jersey It’s a morning with heart, grit, and just the right amount of rock-and-roll spirit
To date, PIANJ and NJYIP have raised more than $5 million for SONJ—let’s make this year the best one yet!
Sponsored by:
PROFESSIONAL D EVELOPMENT
AUGIE/PIA TECH COUNCIL MEETING
Monday, June 8, 8:30–10:30 a.m.
AUGIE and the PIA Technology Council Innovation will be meeting at the Annual Conference If you care about the future of insurance agency technology, and your ability to compete in it, you need to be in the room It’s not another high-level conversation … it’s a working session focused on the real issues slowing agencies down today and what it will take, collectively, to fix them It’s not a technology problem, it’s a collaboration problem
DEEP DIVE LIVE: AI DONE RIGHT
Monday, June 8, 2–3:30 p.m.
Cut through the buzzwords and see how AI is actually being used in insurance agencies This panel brings together AI vendors and agents who have implemented AI in their day-to-day operations Hear real examples, honest challenges, and practical takeaways on productivity, compliance, and client service Designed specifically for insurance agents who want to understand what works, what doesn’t, and where AI can fit into their agency
YIP LEADERSHIP SESSION
Monday, June 8, 2–4 p.m. Emerging Leaders Series: Module 3 Managing vs Coaching: Developing Meaningful and Measurable Goals.
This class will focus on innovative strategies, effective decisionmaking, and navigating the complexities of the insurance landscape Instructor John Fear, CPIA, CISR, will help experienced and burgeoning insurance leaders to explore the key elements of transformative leadership that drive success in the insurance industry
CEO PANEL
CHARLIE MAKEY
President and Chief Executive Officer
Merchants Insurance Group Buffalo, N.Y.
Charles E Makey III, is the tenth president for Merchants Insurance Group since 1918 He began his decades-long career with Merchants in 1996 as the director of sales In 1998, he was promoted to assistant vice president/regional manager of the company’s New England regional office in Manchester, N H In 2004, he assumed the role of vice president and regional manager of the company’s Central States Strategic Business Center in Dublin, Ohio In 2009, Makey was promoted to the senior vice president of Insurance Operations in the corporate headquarters Prior to joining Merchants Insurance, he worked for Hartford Insurance
Makey is the past chair and board member of the New York Insurance Association; and he serves as the chair of the New York Insurance Scholarship Foundation; and a board director of the Long Island Insurance Education Foundation He also serves as a board member of Invest Buffalo, AON’s Client Advisory Council, and as vice president of the National Association of Mutual Insurance Companies’ PCC Board Additionally, he volunteers in his community, and he holds the treasurer position on the Birdsong Community Association board Makey was the recipient of the 2024 United Way Long Insurance Community Award and he was an honoree of Buffalo Business First’s 2025 C-Level Executives Award, which distinguishes Western New York’s most effective leaders He also has received Buffalo Business First’s Power 250 designation annually since 2022—a designation that is awarded to Western New York’s most influential leaders
He has a Master of Business Administration from Daniel Webster College, and a bachelor’s degree in Business Administration, with a concentration in Marketing and Management, from St Bonaventure University He also earned a degree in Business Acumen from University of Michigan, Ross School of Business Additionally, he has earned the NAMIC Mutual Insurance Professional certification, and he holds the following designations from the Insurance Institute of America: Associate in Insurance Services, Associate in Management and Associate in General Insurance
KRISTEN H. MARTIN
President and Chief Executive Officer
Utica Mutual Insurance Co.
New Hartford, N.Y.
In 2024, Kristen H Martin was named president and CEO of Utica Mutual Insurance Co , having previously served as the company’s president and COO since 2019 She also was elected to the position of director of the Utica Mutual Insurance Co , Graphic Arts Mutual Insurance Co , and Republic-Franklin Insurance Co , in 2019
She joined Utica National as an examiner in 2001 and, following several promotions, was named corporate secretary in 2013, executive vice president in 2013, and director of Underwriting Operations in 2014 She was named executive vice president and COO in 2016
Martin holds a juris doctorate from Albany Law School, a bachelor’s degree in Economics and Government from St Lawrence University, and the Associate in Claims professional designation
She has been active with the United Way campaign, and she has served on the Parent Teacher Association of the Clinton (New York) Central School District, as a member of the school’s Sports Boosters, and as a Child Volunteer Protection Advocate board member of the American Youth Soccer Organization She is a Laurentians Investing in Networking and Careers mentor for St Lawrence University and a member of its Parents Committee She is also on the McNeil Academy Advisory Board of LeMoyne College, and she is a member of the Campaign Steering Committee of the Mohawk Valley Health System Martin was elected to the New York Insurance Association’s board of directors in 2020
In 2017, Martin served as the Go Red chairwoman for the American Heart Association–Mohawk Valley As part of her involvement, she is committed to raising awareness about heart disease with Utica National employees and to raise funds for the American Heart Association
R. BENEDIKT SANDER
President and Chief Executive Officer
Preferred Mutual Insurance Co.
New Berlin, N.Y.
As president and CEO of Preferred Mutual Insurance Co , R Benedikt Sander is responsible for leading the organization’s strategic direction, setting and syncing short-, medium- and longterm goals for the company Currently, he serves on the board of directors at Preferred Mutual
Prior to his appointment as president and CEO, Sander served as the executive vice president of Insurance Operations where he was responsible for building the vision for and driving execution within underwriting and sales/distribution for Preferred Mutual
He brings to Preferred Mutual a wealth of business leadership expertise, with over 20 years of experience in the industry and in consultancy He has held executive leadership positions in national insurance carriers, gaining expertise in strategy, agency management, product management and underwriting
Sander has a Master of Philosophy degree in Economic Theory from Cambridge University (Cambridge, UK) and a Master of Business Administration from the University of Chicago’s Graduate School of Business He holds multiple insurance designations including: Chartered Property Casualty Underwriter, Accredited Adviser in Insurance, Associate in Commercial Underwriting, Associate in Personal Insurance and Associate in Claims
He serves on the board of directors for Commerce Chenango, the board of trustees of Munson Fine Arts Center, the National Association of Mutual Insurance Companies’ Property Casualty Conference Board, and as second vice chair for the New York Insurance Association
SIR SERVICES
Specialty underwriters for commercial habitational buildings in New York for the past 30 years, utilizing niche programs and package policies.
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Contact your underwriters: (800)989-4772
John Stazzone Ext. 117 jstazzone@sirservicesny.com
Nicole Saucedo, Ext. 123 nsaucedo@sirservicesny.com
Bruce Golub, Ext. 110 bgolub@sirservicesny.com
Ryan Mathie, Ext. 107 Rmathie@sirservicesny.com
Ryan Lauria, Ext. 111 Rlauria@sirservicesny.com
Solidarity
We’re with you every step of the way
Behind every Progressive agent is the support of more than 66,000 Progressive employees. It’s our mission to make sure you have the tools and resources you need to succeed.
From caring field sales reps to dedicated agent service teams, we’re ready to help you grow. Plus, we supplement your counsel and guidance with aroundthe-clock claims and customer service via our mobile app and online servicing.
Whether it’s sales, service, claims or anything in between, you’ve got a partner every step of the way.
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