New York Central Mutual Insurance Company, Managers to The Power of 6! , Edmenson, NY, January 13th & 14th, 2010

New York Central Mutual Insurance Company, Managers to The Power of 6! , Edmenson, NY, December 15 & 16, 2009

New York Central Mutual Insurance Company, "Being the Best!," Edmenson, NY, November 18 2009

New York Central Mutual Insurance Company, "Love Them or Lose Them: Client Retention in Action!," Edmenson, NY, October 13 & 14, 2009

1752 Club, "Love Them or Lose Them: Client Retention in Action!," Framingham, MA, October 2, 2009

NRRA, "Love Them or Lose Them: Client Retention in Action!," Washington, DC, September 25, 2009

Society for Insurance Research, "Love Them or Lose Them: Client Retention in Action!," Orlando, FL, September 21, 2009

Utah Health Care Association, "Love Them or Lose Them: Employee Retention in Action!," St. George, Utah, April 22, 2009

Gates-Cole & Associates, Follow-up Session, "Love Them or Lose Them: Client Retention in Action!," New Hartford, NY, November 11, 2008

Assure-America, Client Retention, "Love Them or Lose Them: Client Retention in Action!," Pittsburgh, NY, November 5, 2008

Markel Southwest, Quarterly Follow-up, "Love Them or Lose Them: Client Retention in Action!," Phoenix, AZ, April 23, 2008

Grinnell Mutual Reinsurance, Keynote Speaker, "Love Them or Lose Them: Client Retention in Action!," IA, April 2, 2008

Insurance Accountants' Association, Anthony's Pier 4, Presentation, "Love Them or Lose Them: Client Retention in Action!," March 27, 2008

W.T. Phelan Insurance Associates, Mini-Boot Camp "Love Them or Lose Them: Client Retention in Action!," Winchester, MA, March 21, 2008

Property Casualty Insurers Association of America, PCIAA Joint Marketing and Underwriting, Presentation, "Love Them or Lose Them: Client Retention in Action!," New Orleans, LA, March 18, 2008

Gates-Cole & Associates, Communication Workshop, "Love Them or Lose Them: Client Retention in Action!," New Hartford, NY, February 18, 2008

Gates-Cole & Associates, In-House Mini-Boot Camp, "Love Them or Lose Them: Client Retention in Action!," New Hartford, NY, January 21, 2008

Associates of Professional Insurance Women (APIW), "Love Them or Lose Them: Client Retention in Action!," New York, NY,December 11, 2007

New Jersey Manufacturers, In-House Mini-Boot Camp, "Love Them of Lose Them: Client Retention in Action!," West Trenton, NJ, November 28, 2007

Massachusetts Independent Insurance Association, Presentation, Clients to The Power of 6! , Boston, MA, November 9, 2007

Safety Insurance, In House Mini- Boot Camp, "Love Them of Lose Them: Client Retention in Action!," Boston, MA, October 23 & 24, 2007

Pearl Carroll, Final Report Presentation at Agents Annual Meeting, Latham, NY, October 3, 2007

Marsh Berry Bank Agency Summit, "Love Them or Lose Them: Customer Retention in Action," Phoenix, AZ, September 13, 2007

Markel Corporation, Mini-Boot Camp on "Client and Employee Loyalty and Retention," Phoenix, AZ, September 11, 12, 23 & 24, 2007

Society of Insurance Research, "Love Them or Lose Them: Customer Retention in Action," Dallas, TX, May 20th, 2007

Intersure Meeting, "Love Them or Lose Them: Customer Retention in Action," New Orleans, LA, May 18th, 2007

Group Internotions, "Love Them or Lose Them: Customer Retention in Action," Montreal, Canada, May 15th, 2007

Bank Agency Summit, Marsh Berry, "Love Them or Lose Them; Client Retention in Action!," Phoenix, AZ, May 13, 2007

Marsh Berry, APPEX Meeting, Presentation, Clients to The Power of 6! , Chicago, IL, April 12, 2007

Property Casualty Insurers Association of America, PCI Joint Marketing and Underwriting Seminar, "Love Them or Lose Them: Customer Retention in Action," San Antonio, TX, March 20th, 2007

Property Casualty Insurers Association of America, PCIAA Joint Marketing and Underwriting Seminar, "Love Them or Lose Them: Customer Retention in Action," San Antonio, TX, March 20, 2007

Specialty Risk Services, The Hartford, Final Presentation on Clients to The Power of 6! Project, New Orleans, January, 2007.

Society for Insurance Research, Charleston, SC, Clients to The Power of 6!, October 24, 2006.

Marsh Berry, APPEX Meeting, Cleveland, OH, Presentation, Clients to The Power of 6!, October 19, 2006

Specialty Risk Services, Washington, DC, Facilitation of Risk Managers, October 17, 2006

Roger Bouchard Insurance Agency, Clearwater, FL, Employee Retention and Training on Referrals, September 25-28, 2006

1752 Club, Clients to The Power of 6!, Framingham, Massachusetts, September 8, 2006.

IMMS/Group 500, Clients to The Power of 6!, Chicago, IL, May 17, 2006

Greenwich Group, Clients to The Power of 6!, New York City, May 9, 2006

Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Texas, March 2005.

Harold G. Wells & Sons, Mini-Boot Camp "Love Them or Lose Them: Customer Retention in Action," Wilmington, NC, February 2005.

Clark Insurance Agency, Quarterly Follow-up, Portland, ME, December, 2004

Slawsby Insurance Agency, Quarterly Follow-up, Nashua, NH, December, 2004

Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Minneapolis, MN, September, 2004

Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Texas, August, 2004

Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Chicago, IL, August, 2004

Jewelers Mutual, "Retention Study Results Presentation," Neenah, WI, June, 2004

Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Chicago, IL, June, 2004

Allstate Insurance Company, Presentation: "Love Them or Lose Them: Customer Retention in Action," Edison, NJ, June, 2004

Allstate Insurance Company, Presented Two Day Boot Camp "Love Them or Lose Them: Customer Retention in Action," Chicago, IL, May 2004.

Allstate Insurance Company, Presented "Love Them or Lose Them: Customer Retention in Action," Orlando, FL, April, 2004

Clark Insurance Agency, Mini-Boot Camp "Love Them or Lose Them: Customer Retention in Action," Portland, ME, April, 2004

Slawsby Insurance Agency, Mini-Boot Camp "Love Them or Lose Them: Customer Retention in Action," Nashua, NH, February, 2004

SECURA, "Love Them or Lose Them: Customer Retention in Action," Ft. Myers, FL, January, 2004

State Auto, "Annual Agents' Meeting," Tucson, AZ, October, 2003

Jewelers Mutual, "Retention Study Results Presentation," Neenah, WI, September, 2003

The Concord Group, "Love Them or Lose Them: Customer Retention in Action," Rockport, ME, September, 2003

Jewelers Mutual Insurance, "Current Customer Retention Project," Neenah, WI, June, 2003.

MAMIC, "Love Them or Lose Them: Customer Retention in Action!," New Brunswick, Canada, April, 2003

NAII Joint Marketing and Underwriting Seminar, "Love Them or Lose Them: Customer Retention in Action!," Tampa, FL, April, 2003

Jewelers Mutual Insurance, "Former Customer Retention Project," Neenah, WI, March, 2003.

Auburn Chamber of Commerce, "Love Them or Lose Them: Customer Retention in Action!," Auburn, MA, January, 2003.

SECURA Insurance Companies, "BOP Retention Project," Appleton, WI, December 2002.

W. T. Phelan, "Love Them or Lose Them: Customer Retention in Action! Mini Boot Camp," Cambridge , MA, November 2002.

Jewelers Mutual, "Love Them or Lose Them," Employee Presentation, Neenah, WI, October 2002.

Jewelers Mutual, "Love Them or Lose Them: Customer Retention in Action!" Portland, OR, September 2002.

Swett and Crawford Insurance Company, "Love Them or Lose Them: Customer Retention in Action!" Dallas, TX, September 2002.

NAMIC Convention, "Love Them or Lose Them: Customer Retention in Action!," San Diego, CA, September 2002.

Holyoke Mutual, "Love Them or Lose Them: Customer Retention in Action! Mini Boot Camp," Waltham , MA, May 2002.

Frenkel and Company, "Employee Assessment Post 9/11- Follow-up Meeting," New York, NY, March 2002.

Pharmacists Mutual, "Customer Retention Market Research Project-Phase 3," March 2002.

Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, March 2002.

Frenkel and Company, "Employee Assessment Post 9/11- Follow-up Meeting," New York, NY, February 2002.

IIA of Vermont, "Love Them or Lose Them: Customer Retention in Action!" Montpelier , VT, February, 2002.

Frenkel and Company, " Employee Assessment Post 9/11," New York, NY, January 2002.

Holyoke Mutual, "Love Them or Lose Them: Customer Retention in Action!" Danvers, MA, January, 2002.

Pharmacists Mutual, "Customer Retention Market Research Project-Phase 1," January 2002.

Holyoke Mutual, "Love Them or Lose Them: Customer Retention in Action!" Danvers, MA, November 2001.

Selective HR Services, "Love Them or Lose Them: Customer Retention in Action!," Tampa, FL, October 2001.

Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, October 2001.

IIA of New Hampshire, "Love Them or Lose Them: Customer Retention in Action!," Stowe, VT, September 2001.

FEMA, "Love Them or Lose Them: Customer Retention in Action!" Minneapolis, MN, May, 2001.

Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, May 2001.

FEMA, "Love Them or Lose Them: Customer Retention in Action!" Minneapolis, MN, May, 2001.

AAIS Convention, "Love Them or Lose Them, Customer and Employee Loyalty and Retention in Action," Las Vegas, NV, April 2001.

Frenkel and Company, "In-House Customer & Employee Loyalty and Retention Mini Boot Camp," California, February 2001.

Frenkel and Company, "In-House Customer & Employee Loyalty and Retention Mini Boot Camp," New York, NY, February 2001.

PLI, "Customer and Employee Retention Program," January 2001.

Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, January 2001.

GMAC, "Presentation," December 2000.

1752 Club, "Attracting and Keeping Top Customers and Employees ," Framingham, MA, November 2000.

IIAA Annual Conference, "Love Them or Lose Them: Customer Retention in Action ," Orlando, FL, October 2000.

ZC Sterling, "In-House Sales Seminar: Love Them or Lose Them: Customer Retention in Action," September 2000.

Legge Insurance, "Follow-up Implementation Session," Cookeville, TN, September 2000.

Alliance of American Insurance Annual Conference, "Love Them or Lose Them: Customer Retention in Action!" September 2000.

Allied American, "In-House Customer & Employee Loyalty and Retention Mini-Boot Camp," September 2000.

IMCA Annual Conference, "Love Them or Lose Them: Customer Retention in Action! ," Orlando, FL, June, 2000.

National Association of Independent Insurers, Annual Conference "Love Them or Lose Them: Customer Retention in Action," Phoenix, AZ, May 2000.

FEMA, "Love Them or Lose Them: Customer Retention in Action!" Austin, TX, May, 2000.

FEMA, "Love Them or Lose Them: Customer Retention in Action!" Chicago, IL, May, 2000.

CPIA Annual Conference, "Love Them or Lose Them: Customer Retention in Action! ," Baltimore, MD, February 2000.

Selective Insurance, "In-House Customer & Employee Loyalty and Retention Mini-Boot Camps For Employees," Branchville, NJ, April 2000.

Legge Insurance, "Customer Loyalty and Retention Mini-Boot For An Agency," Cookeville, TN, April 2000.

Westfield Companies, "Customer Loyalty and Retention Mini-Boot Camp For Agents," Columbus, OH, April 2000.

Plymouth Area Chamber of Commerce, "Love Them or Lose Them: Customer Retention in Action!" Plymouth, MA, April, 2000.

Westfield Companies, "Customer Loyalty and Retention Mini-Boot Camp For Agents," Columbus, OH, March 2000.

Westfield Companies, "Customer and Employee Loyalty and Retention," The Employee and Agent Annual Meetings, Westfield Center, OH, February 2000.

Westfield Companies, "Customer Loyalty and Retention Mini-Boot Camp For Agents," Columbus, OH, February 2000.

Selective Insurance, "In-House Customer & Employee Loyalty and Retention Mini-Boot Camps For Employees," Branchville, NJ, February 2000.

Gates-Cole, "Implementation Follow-up Session," Oneida, NY, February 2000.

Selective Insurance, "In-House Customer & Employee Loyalty and Retention Mini-Boot Camps For Employees," Branchville, NJ, January 2000.