Surplus Lines Management

February 7-10, 2022 • Facilitated virtual learning
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.

Read more about Surplus Lines Management in the informational program brochure.

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

  • Registration is $2,200 per participant.
  • Any questions regarding registration may be directed to [email protected].

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 in a facilitated virtual format* 

Times are displayed in ET.
4:00 - 5:30 p.m.

Participant Arrivals
Hotel Registration and Welcome Packet Pick-up
Emory Conference Center Hotel Main Lobby
5:30 - 6:15 p.m.

Opening Reception
Emory Conference Center Hotel - SilverBell Pavilion
6:15 - 7:00 p.m. 

Emory Conference Center Hotel - SilverBell Pavilion
 7:00 - 8:00 p.m.

Opening Comments & Introductions
Emory Conference Center Hotel - SilverBell Pavilion
7:40 a.m. Shuttle to Goizueta
7:45 - 8:30 a.m. Continental Breakfast at Goizueta 
8:30 a.m. - Noon

Leadership that Fosters Team Performance:

  • Managerial Leadership
  • Self-Awareness & Leadership Derailers: The Birman Method® Debrief

Peter Topping

Noon - 1:00 p.m. Lunch: Room W525 
1:00 - 5:30 p.m. 

Leadership that Fosters Team Performance:

  • The Birman in Action: Conflict Management and Motivating Others
  • Developing and Managing Others

Peter Topping 

5:30 p.m. Shuttle to Conference Center Pickup 
6:30 - 9:00 p.m.
Dinner and Activity
Wisteria Lanes / Emory Conference Center Hotel 
7:40 a.m. Shuttle to Goizueta
7:45 - 8:30 a.m. Continental Breakfast at Goizueta 
8:30 a.m. -12:15 p.m.
Managing the Wholesale Relationship
Nick Abraham & Brad Wood 
12:15 - 1:15 p.m. Lunch: Room W525 
1:15 - 5:00 p.m. 
Managing a Specialty Book of Business
Seth Fischer and Jacque Schaendorf
5:00 p.m. Shuttle to Conference Center Pickup 
6:30 - 9:00 p.m.
Reception and Dinner Buffet
Tin Lizzy's 
7:40 a.m. Shuttle to Goizueta
7:45 - 8:30 a.m. Continental Breakfast at Goizueta

8:30 - 9:40 a.m.
Surplus Lines Regulatory Briefing
Keri Kish 

10:00 - 11:45 a.m. Executive Panel 
 11:45 a.m. - Noon Program Evaluation and Conclusion 

Noon Boxed Lunch & Participant Departures

Session Location

Sessions are held at Emory University's Goizueta Business School, located approximately one mile from the Emory Conference Center Hotel. Transportation to and from the hotel will be provided to participants.

Hotel Accommodations

Attendees stay at Emory Conference Center Hotel, 1615 Clifton Rd, Atlanta, GA. Housing is handled by WSIA as part of the student registration process.

Travel Information

Students should schedule travel to arrive on-site before 4:00 p.m. on Monday and depart the training facility after 12:00 p.m. on Thursday. Please do not make travel arrangements until you receive confirmation of acceptance into the  school.

Surplus Lines Management Program Cancellation Policy
    • Registrants can receive a full refund, less a $50 fee for processing, if the request is made six weeks in advance of the program.
    • Registrants can receive a 50% refund between four and six weeks in advance of the program.
    • No refund is offered less than four weeks in advance of the program.
    • Should you cancel, you will have a limited time opportunity to substitute someone else at your firm as an alternative to the above refund policy.