Get Your Financial House in Order
Online - Webinar link will be sent out three days prior to the course
* Registration open until 4/22/26 at 12:00 AM (CDT)
Strong financials are the key to stability and growth. Learn essential steps to organize your finances and set your agency up for success.
Speaker: Carey Wallace
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member Registration
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1.00 (MN Continuing Education - Approved) | $0.00 |
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Non-Member Registration
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1.00 (MN Continuing Education - Approved) | $50.00 |
Carey Wallace
BIO:
Carey Wallace started her career in a technology startup and found her way into the insurance industry like many others have – by chance. She fell in love with the people, the entrepreneurial spirit, and the insurance industry as a whole. 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. She is incredibly passionate about helping agency owners leverage data to grow and thrive in the changing insurance marketplace.
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 has a Finance degree from West Virginal University and provides a variety of consulting services through the company she founded, Agency Focus, LLC
For More Information:
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Note: Non-Members can create a Member Compass Profile for registration purposes.