Operations

Kerrie Koestner Shares the Advantages of Creating Accountability Workbooks for Your Team

Published: January 14, 2025

Kerrie Koestner taught a class on accountability workbooks at Applied Net 2024. She is passionate about the accountability workbooks she created. Her approach to managing her team stems from a combination of practical experience and a deep belief in the value of clear structure and personal ownership. Read on for additional insight about the benefits of this tool.

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Virtual Networking

Canadian Alliance Meeting

Published: January 21, 2025

When

Date: Wednesday, February 19
Time: 1:30 p.m. - 2:30 p.m. (CST)

Agenda

Applied Pay Canada: Roadmap, Demo, & Peer Insight

The Canadian Alliance is thrilled to invite you to an engaging and insightful discussion on the future of Canadian Applied Pay to kick off 2025. This meeting will feature Chase Petrey and Nash Qadri from Applied Pay, who will unveil the roadmap ahead for Applied Pay Canada. Get a firsthand look at what’s coming next with exclusive insights into upcoming features, current functionalities, and a live demo of the product in action. Whether you’re already using Applied Pay or simply exploring its potential, this session promises to deliver valuable takeaways for your brokerage.

Following the insight from the Applied Pay team, the Alliance will host peer break-out discussions so you can dive into personal questions, challenges, anecdotes and anything else Applied Pay (or otherwise)! Please utilize your registration to let the team know what break-out discussion would be of interest to you.

Have questions for Chase, Nash, or fellow brokers? Drop them in the comment box here to get the conversation started.

Registration

FREE for ALL ACN Members!

The dial-in number and link will be included in the registration confirmation email.

Meeting Contact

Joshua LaPointe, Alliance Event Leader
506-645-6729
Joshua.Lapointe@westernfg.ca

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