Blueprint for Success: Crafting Your Ownership Journey
Total Credits: 3 including 3 CE Credit
- Average Rating:
- 5
- Categories:
- Agency Management
- Speaker:
- Sara Bradshaw Ray, CIC, CKC
- Course Levels:
- Intermediate
- Duration:
- 3.5 Hrs - 3 hrs CE awarded
- Expiration:
- Access for 90 day(s) after purchase.
Description
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 ObjectivesTo:
- Equip
- Educate
- Empower
Major Subjects
- Legal
- Funding
- Planning
- Leadership development professionals.
Course Materials
| IMPORTANT_CE Credit Instructions_for_Video_on_Demand_Webcasts_Updated (135.2 KB) | Available after Purchase | ||
| BIGiOK Blueprint for Success Playbook (12.4 MB) | Available after Purchase | ||
| Blueprint for Success_Workshop Presentation (9.3 MB) | Available after Purchase | ||
| CE Timed Outline_Blueprint for Success (24.7 KB) | Available after Purchase | ||
Speaker
Sara Bradshaw Ray, CIC, CKC Related Seminars and Products
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.
State Specific Details
State Approval Information Details OK - This course is approved in OK for 3 hours of credit - #6000158962Basic Course Information
Designed For Anyone with a desire to one day own an agencyPromo Video
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