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2013 Fall APPEX Summit
Omni Fort Worth- Fort Worth, TX
October 22-25, 2013


Wednesday 10/23/2013
11:45 am - 12:00 pmAPPEX Welcome Presentation
This session will kick off the fall summit by providing an overview of the membership, introducing new members, and discuss recent network developments.
12:00 pm - 12:45 pmLunch
12:45 pm - 1:45 pmIt’s Your Ship – Achieving Breakthrough Performance

Michael Abrashoff, Navy Commander, Progressive Leadership Expert and Author of “It’s Your Ship”

When Mike Abrashoff took command of the USS Benfold, morale was low, turnover was high and performance ranked at the bottom of the Pacific Fleet.  Twelve months later the ship was the benchmark for performance – the shining star . . . using the very same crew.   This inspiring talk is based on the vital leadership lessons Abrashoff learned as he led the remarkable turnaround of the ship. The first lesson was Abrashoff’s realization that before the ship’s performance could improve; his own leadership style had to change from the traditional command and control model.  When the crew would present a problem, Abrashoff became known for responding “What would YOU do?  It’s YOUR ship!”  His Leadership Roadmap principles created a high performance culture and empowered his crew to take charge and use ingenuity and initiative to improve every aspect of the way things were done.  Abrashoff’s presentation leaves audiences with the tools and inspiration to lead differently and elevate organizational performance to new levels.

2:00 pm - 5:30 pmGroup B Strategic Issues Group Sessions
The Strategic Issues Group (SIG) Session can be described as an outside “board of advisors”. Each APPEX Partner is assigned to a SIG with up to 9 non-competing agencies and 2 facilitators. Agency owners who participate in the SIG share operating strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a “think tank” group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated.
6:00 pm - 10:00 pmPINnacle Society Awards Dinner
Join us to celebrate the highest performing agencies in APPEX. Award ceremony will take place at 6:45pm, please join us to congratulate all of our award winners.

Thursday 10/24/2013
6:30 am - 7:30 amMarshBerry Fun Run/Walk
Exercise is proven to boost brain power by increasing the blood flow to the brain, bringing it glucose for energy and oxygen to soak up toxic electrons that are left over. It also stimulates the protein that keeps the neurons connecting. Join us for a 3 mile fun run/walk to boost your brain power. 
7:30 am - 8:00 amBreakfast
8:00 am - 8:45 amState of the Industry
9:00 am - 10:15 amEBS #1: How Do You Lead: Interpreting Your Individual Leadership Style

Carletta Clyatt, Omnia Group

Gain specific, accurate insight into certain behavioral traits that influence why you manage the way you do. One of the most important lessons any leader can learn is that the secret to establishing and maintaining a cohesive, productive, loyal and efficient team is no secret. Walk away from this session with some honest insight into your own strengths and weaknesses and how to use that knowledge to your advantage.

To prepare for this session we would like to offer the opportunity for two agency principles (APPEX attendees) to participate in Omnia’s Leadership analysis. APPEX will sponsor the cost of this analysis. The results will be compiled and benchmarked against your agency’s performance and shared at the fall summit. To fully participate in the upcoming summit it is critical that attendees take advantage of this special offer so that they are able to relate the sessions to their individual results. Discounted pricing will also be available for additional attendee analyses.

Each Leadership Report includes:

  • An easy-to-read graph and a clear discussion of your personal leadership style
  • Your strengths and personal challenges
  • Your personal communication style, work pace and detail focus
  • What to do and what to avoid to motivate the unique personality preferences of your team
10:30 am - 11:45 amEBS #2: “You Can’t Carve Out Of Rotten Wood: Developing Future Leaders”

Tim Parenti, First Insurance Funding


One of the biggest challenges facing agencies leaders today is…, “How Do We Develop Future Leaders?” Tim Parenti, Vice President of Sales for FIRST Insurance Funding will be facilitating a session entitled – “You Can’t Carve Out Of Rotten Wood” that will help address this challenge.  Based on 20+ years of business research, trends and case studies, Tim will review the 8- Key Characteristics today’s leaders must employ to position and guide their organizations towards continued growth. During this interactive session, Tim will challenge everyone to identify a candidate they’d like to develop in their agency, determine which of the 8 Key Characteristics would be the most effective and collectively share their strategic intentions.  Tim will then open up the meeting to a large group Q & A.

12:00 pm - 1:00 pmAdvisory Council Lunch (Advisory Council Members Only)
12:00 pm - 1:00 pmLunch
1:00 pm - 5:30 pmGroup B Strategic Issues Group Sessions
The Strategic Issues Group (SIG) Session can be described as an outside “board of advisors”. Each APPEX Partner is assigned to a SIG with up to 9 non-competing agencies and 2 facilitators. Agency owners who participate in the SIG share operating strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a “think tank” group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated.
6:30 pmGroup B Offsite SIG Dinners (Optional)

Friday 10/25/2013
7:15 am - 8:00 amBreakfast
8:00 am - 11:00 amGroup B Strategic Issues Group Sessions
The Strategic Issues Group (SIG) Session can be described as an outside “board of advisors”. Each APPEX Partner is assigned to a SIG with up to 9 non-competing agencies and 2 facilitators. Agency owners who participate in the SIG share operating strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a “think tank” group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated.
11:00 amGroup B Adjourned