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Webcast

Blueprint for Success: Crafting Your Ownership Journey


Total Credits: 3 including 3 CE Credit

Average Rating:
   5
Categories:
Agency Management
Faculty:
Sara Bradshaw Ray, CIC, CKC
Course Levels:
Intermediate
Duration:
3.5 Hrs - 3 hrs CE awarded
License:
Expires 30 day(s) after program date.

Dates


Description

Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and opportunities of agency ownership, including the strategic, legal, financial, and personnel facets. Discover the essential components of effective perpetuation planning and the nuances of agency valuation. Learn from seasoned professionals who offer insights into leadership transitions and the paths to successful ownership. Chart your course, learn from the best, and unlock the potential to transform your ambition into a flourishing agency legacy.
 

Basic Course Information

Learning Objectives

To:

  • Equip
  • Educate
  • Empower
...the next generation of agency owners through the insights of seasoned legal, funding, planning and leadership development professionals
Major Subjects
  • Legal
  • Funding
  • Planning
  • Leadership development professionals.

Course Materials

Faculty

Sara Bradshaw Ray, CIC, CKC's Profile

Sara Bradshaw Ray, CIC, CKC Related Seminars and Products

Sr. Vice President of Strategic Initiatives

Big I Oklahoma


A third-generation insurance professional, Sara Bradshaw Ray, brings over 35 years of experience spanning agency ownership, company commercial underwriting, and cluster development. She is widely recognized for her deep understanding of agency operations and strategic leadership in a rapidly evolving industry.

As the founder of the consulting practice at Big I Oklahoma, Sara leads BIGiOK Consulting, one of only a handful of state association-based consulting groups in the country. Her areas of specialty include Executive Coaching, Strategic Planning, Operational Improvement, and leveraging instinctive strengths through her certification as a KolbeTM Consultant. Through this work, she equips independent agencies with the tools and insight to unlock performance, lead with purpose, and position for growth.

Sara is also the visionary behind MyNetwork, an international learning network for women in insurance leadership. Now in its 11th season, MyNetwork offers facilitated mastermind groups designed to equip, empower, and enhance the lives of female leaders through virtual programming, peer exchange, and executive
development.

A sought-after speaker and writer on leadership and organizational effectiveness, Sara brings insight with authenticity. When she's not coaching or facilitating growth conversations with agency leaders, she's soaking up time as a devoted wife, proud mom of adult twins and their spouses, and adoring "Grammy"; to two grandchildren. A citizen of the Cherokee Nation, she's also deeply rooted in her faith and community in Stillwater, Oklahoma.


Dates

Tue, Oct 21, 2025 - 4:00 PM to 7:36 PM EDT
Fri, Nov 07, 2025 - 10:00 AM to 1:36 PM EST
Mon, Nov 24, 2025 - 12:00 PM to 3:36 PM EST
Mon, Dec 01, 2025 - 2:00 PM to 5:36 PM EST
Tue, Dec 16, 2025 - 4:00 PM to 7:36 PM EST
Mon, Jan 05, 2026 - 10:00 AM to 1:36 PM EST
Tue, Jan 20, 2026 - 12:00 PM to 3:36 PM EST
Fri, Feb 06, 2026 - 2:00 PM to 5:36 PM EST
Mon, Feb 23, 2026 - 4:00 PM to 7:36 PM EST
Thu, Mar 05, 2026 - 10:00 AM to 1:36 PM EST
Fri, Mar 20, 2026 - 12:00 PM to 3:36 PM EDT
Wed, Apr 01, 2026 - 2:00 PM to 5:36 PM EDT
Thu, Apr 16, 2026 - 4:00 PM to 7:36 PM EDT
Thu, May 07, 2026 - 10:00 AM to 1:36 PM EDT
Fri, May 22, 2026 - 12:00 PM to 3:36 PM EDT
Fri, Jun 05, 2026 - 2:00 PM to 5:36 PM EDT
Mon, Jun 22, 2026 - 4:00 PM to 7:36 PM EDT
Tue, Jul 14, 2026 - 10:00 AM to 1:36 PM EDT
Fri, Jul 31, 2026 - 12:00 PM to 3:36 PM EDT
Mon, Aug 03, 2026 - 2:00 PM to 5:36 PM EDT
Tue, Aug 18, 2026 - 4:00 PM to 7:36 PM EDT
Tue, Sep 08, 2026 - 10:00 AM to 1:36 PM EDT
Wed, Sep 23, 2026 - 12:00 PM to 3:36 PM EDT
Wed, Oct 07, 2026 - 2:00 PM to 5:36 PM EDT
Fri, Oct 23, 2026 - 4:00 PM to 7:36 PM EDT
Thu, Nov 12, 2026 - 10:00 AM to 1:36 PM EST
Mon, Nov 30, 2026 - 12:00 PM to 3:36 PM EST
Tue, Dec 01, 2026 - 2:00 PM to 5:36 PM EST
Wed, Dec 16, 2026 - 4:00 PM to 7:36 PM EST

State Specific Details

State Approval Information Details KY - This course is approved for 3 hours of crdit - # C27106

Basic Course Information

Designed For Anyone with a desire to one day own an agency

Promo Video

Reviews

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4
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1

Overall:      4.4

Total Reviews: 5