Surplus Lines Management


February 4-7, 2019 • Atlanta, GA • Emory University Goizueta School of Business
For any broker, managing general agent or underwriter who manages a team and book of business or is transitioning into a leadership role


About the Program

WSIA’s Surplus Lines Management offers pivotal management training for any E&S professional transitioning from a technical expertise to a leadership role while retaining personal responsibility for a book of business. Combining industry knowledge and world-class management training from Emory University, this program prepares participants for their current and future leadership positions by examining the foundation of good management. Participants will learn to harness their own leadership style to motivate teams, manage conflict, build a book of business and increase company value and performance through effective relationships and a broadened industry perspective.The program also features an Executive Panel allowing attendees to interact with industry veterans. 

Who Should Attend

WSIA’s Surplus Lines Management program is designed for any broker, managing general agent or underwriter who manages a team and a book of business. Professionals transitioning into leadership roles while maintaining responsibility for their own book of business will find this program beneficial. 

Registration and Fees

What Alumni Have To Say

Watch a short video to learn more about the program and what your colleagues have to say about the Surplus Lines Management Program experience. 

"As a new manager, the Surplus Lines Management program really helped sharpen my management skills by focusing on academic theories but applying them to some real world scenarios. It was nice to get multiple management perspectives of senior management from various companies in my field during the Executive Panel.  I would highly recommend this program to managers"
Nir Gabay, Vice President – Professional Liability, Admiral Insurance Company 

"The course topics and instructors provided a solid framework to shift my thinking from an employee’s perspective to a manager’s perspective.  This paradigm shift in my thinking has enabled me to focus on what motivates and energizes each member of my team.  I have also applied these viewpoints in how I interact with my managers to gain a broader perspective for the organization as a whole.  I found the entire experience beneficial to not only my career but also those individuals I mentor.”
David A. Archiable, Production Underwriting Specialist, Great American Insurance Group

Schedule of Events

*This schedule is tentative and is subject to change*
February 4
 
4:00 – 5:30 p.m.  Registration & Room Check-In
5:30 – 6:15 p.m.  Opening Reception
6:15 – 7:30 p.m.  Dinner
7:30 – 8:30 p.m.
Opening Comments/Introduction
   
February 5  
7:40 a.m. Shuttle to Goizueta
Until 8:30 a.m.   Continental Breakfast
8:30 a.m. – Noon Leadership that Fosters Team Performance
Noon – 1:00 p.m. Lunch 
1:00  – 5:30 p.m. Leadership that Fosters Team Performance
5:30 p.m.  Shuttle to Conference Ctr. Pickup
6:30 – 9:00 p.m.  Dinner & Activity
   
February 6  
7:40 a.m. Shuttle to Goizueta
Until 8:30 a.m.  Continental Breakfast
8:30 a.m. – 12:15 p.m. Managing the Wholesale Relationship
12:15 – 1:15 p.m. Lunch
1:15 – 4:45 p.m. Managing a Specialty Book of Business
4:45 p.m. Shuttle to Conference Ctr. Pickup
6:30 – 7:15 p.m. Casual Reception
7:15 – 9:00 p.m. Dinner Buffet
   
February 7  
7:40 a.m. Shuttle to Goizueta
Until 8:30 a.m.  Continental Breakfast 
8:30 – 9:30 a.m. Surplus Lines Regulatory Briefing
9:45 – 11:45 a.m. CEO Panel
11:45 a.m. - Noon Program Evaluation and Conclusion
Noon Boxed Lunch and Departures

Session Location

All sessions are held at the Goizueta Business School facilities on the Emory University Campus. Shuttles are provided between the Conference Center Hotel and the sessions. 

Hotel Accommodations

Surplus Lines Management attendees stay at the Emory Conference Center Hotel, 1615 Clifton Road NE, Atlanta, GA. The Conference Center is located less than a mile from the Goizueta Business School facilities. Lodging arrangements are made by WSIA as part of the registration process, and all meals are included in the registration fee. 

Travel Arrangements

Hartsfield-Jackson Atlanta International Airport (ATL) is located 15 miles south of the Emory Conference Center Hotel. Participants should plan to arrive on-site no later than 4:00 p.m. on February 4 and depart after noon on February 7.

Surplus Lines Management Cancellation Policy

    • Registrants can receive a full refund, less a $50 fee for processing, if the request is made by December 24. 
    • Registrants can receive a 50% refund between December 25 and January 7.
    • No refund is offered after January 7.
    • Should you cancel within four weeks, you will have a limited time opportunity to substitute someone else at your firm as an alternative to the above refund policy. 
    • All requests must be made in writing to Denise Marshall, denise@wsia.org.