Management Training

If you are currently in or moving towards an agency management or leadership position, our Management Training Series can help position you for success.  With a combination of classroom courses and online training on topics like strategic planning, financial management, hiring and more, you can design the training path that is best suited for your professional development goals.

Classroom Courses

We offer a variety of classroom courses to help you take a deeper dive into agency management and leadership topics.  These courses are led by expert agency operations consultants with Optimum Performance Solutions. Check back periodically for additional classroom learning opportunities as they are added to our education calendar.

Hiring Managing & Compensating Insurance Agency Personnel
Instructor:  Jon Persky, CPA, CIC, PHR
CE: 6 GEN hours

Online  |  TBD

Agency Financial Analysis and Compensation
Instructor:  Jon Persky, CPA, CIC, PHR
CE: 5 GEN hours
Online  |   TBD


Online Training

Through our partnership with MyAgencyCampus, you can take advantage of high-quality online training on the schedule that works best for you.  Suggested training paths for various management training areas are outlined below: 

Team Leader Start-Up
- Project Management
- Getting Stakeholder Buy-In
- Leading Meetings
- Coaching
- Powerful & Persuasive Communication
- Building Trust and Managing Conflict

Leadership Fundamentals
- Introduction to Recruiting and Hiring
- Assessment, Interviewing and Selection
- Human Resources Risk Management for Your Firm
- Employee Retention
- Effective Coaching Techniques for Leaders

Leading Successful Projects & Meetings
- Successful Project Management
- Gaining Stakeholder Buy-In
- Leading Productive Meetings

Learn More