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Webcast

Key Considerations in Agency Acquisition & Perpetuation


Total Credits: 3 including 3 CE Credit

Average Rating:
   4.7
Category:
Professional Development |  Professional Development - Agency Management
Faculty:
David Tralka, CEO
Duration:
2 Hours 54 Minutes
License:
Access for 30 day(s) after program date.

Dates



Description

Does Your Agency Have a Perpetuation Plan?  Don’t Know How to Start?  Register now for the Agency Perpetuation & Valuation webcast where you will learn:

  • ·        Current Mergers & Acquisitions Market
  • ·        How to Value Your Agency
  • ·        How to enhance the value of your agency
  • ·        How to Access Capital in the Market

Course Materials

Faculty

David Tralka, CEO Related seminars and products: 1

InsurBanc


InsurBanc, a division of Connecticut Community Bank, N.A. ®

 

David W. Tralka has more than 30 years of experience in banking and financial services.  As President and Chief Executive Officer, Mr. Tralka is responsible for keeping the bank focused on being an innovative provider of financial products and services for the independent agency community. 

Mr. Tralka brings a wealth of experience and leadership to the helm of InsurBanc. He is a well-known speaker on the topics of agency mergers and acquisitions, agency perpetuation, and financing and has presented on these topics at numerous venues nationwide.

As a seasoned banker, Mr. Tralka’s career is distinguished by an extensive tenure at Merrill Lynch where he served in a number of senior management positions including President of Merrill Lynch Bank and Trust in Princeton, NJ, and Chairman of Merrill Lynch Community Development Company. 

Mr. Tralka holds an MBA from Northwestern University and a BA in economics from Cornell University.


Dates

Fri, May 07, 2021 - 02:00pm to 04:54pm EDT
Fri, Jun 04, 2021 - 02:00pm to 04:54pm EDT
Fri, Jul 02, 2021 - 02:00pm to 04:54pm EDT
Fri, Aug 06, 2021 - 02:00pm to 04:54pm EDT
Fri, Sep 03, 2021 - 02:00pm to 04:54pm EDT
Fri, Oct 01, 2021 - 02:00pm to 04:54pm EDT
Fri, Nov 05, 2021 - 02:00pm to 04:54pm EDT
Fri, Dec 03, 2021 - 02:00pm to 04:54pm EST

State Specific Details

State Approval Information Details

LA - This course is approved for 3 hrs CE - Course#30319

TN - This course is approved for 3 hrs CE - Course# 30521

GA - This course is approved for 3 hrs CE - Course# 58766


Reviews

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Overall:      4.7

Total Reviews: 14

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