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Blueprint for Success: Crafting Your Ownership Journey
Length: 3.5 Hrs - 3 hrs CE awarded


Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and opportunities of agency ownership, including the strategic, legal, financial, and personnel facets. Discover the essential components of effective perpetuation planning and the nuances of agency valuation. Learn from seasoned professionals who offer insights into leadership transitions and the paths to successful ownership. Chart your course, learn from the best, and unlock the potential to transform your ambition into a flourishing agency legacy.
 

Basic Course Information

Learning Objectives

To:

  • Equip
  • Educate
  • Empower
...the next generation of agency owners through the insights of seasoned legal, funding, planning and leadership development professionals
Major Subjects
  • Legal
  • Funding
  • Planning
  • Leadership development professionals.

Sara Bradshaw Ray, CIC, CKC, Sr. Vice President of Strategic Initiatives, Big I Oklahoma

A third-generation insurance professional, Sara Bradshaw Ray, brings over 35 years of experience spanning agency ownership, company commercial underwriting, and cluster development. She is widely recognized for her deep understanding of agency operations and strategic leadership in a rapidly evolving industry.

As the founder of the consulting practice at Big I Oklahoma, Sara leads BIGiOK Consulting, one of only a handful of state association-based consulting groups in the country. Her areas of specialty include Executive Coaching, Strategic Planning, Operational Improvement, and leveraging instinctive strengths through her certification as a KolbeTM Consultant. Through this work, she equips independent agencies with the tools and insight to unlock performance, lead with purpose, and position for growth.

Sara is also the visionary behind MyNetwork, an international learning network for women in insurance leadership. Now in its 11th season, MyNetwork offers facilitated mastermind groups designed to equip, empower, and enhance the lives of female leaders through virtual programming, peer exchange, and executive
development.

A sought-after speaker and writer on leadership and organizational effectiveness, Sara brings insight with authenticity. When she's not coaching or facilitating growth conversations with agency leaders, she's soaking up time as a devoted wife, proud mom of adult twins and their spouses, and adoring "Grammy"; to two grandchildren. A citizen of the Cherokee Nation, she's also deeply rooted in her faith and community in Stillwater, Oklahoma.


This course has no breaks

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