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Upcoming Education & Events

Education and In-person Events

Our robust education program provides you with opportunities to stay up-to-date with the latest industry trends and techniques. We also understand that sometimes you need to get from behind your computer to network with others, so we offer in-person opportunities to connect throughout the year. We constantly add new courses, webinars, and events to our offerings to help you expand your knowledge and improve your skills. 

Filter by webinars, CE, or CPIA courses with the links on the right. Be sure to regularly check the calendar below to see what's going on! 


Interested in an all-in-one approach to simplify payments & maximize margins, automate your agency bill financial operations to increase team efficiency, decrease expenses, and improve EBITDA?

ASCEND may be just want your agency is looking for!

Join us for a fireside chat with Mike Nguyen of Ascend and David Foster, CEO of Three Arbor Insurance, on how he's embraced automation to enable agency expansion, grow revenue, and increase employee and customer satisfaction. Where you will get to hear more about his unexpected challenges when opening his first out-of-state office, agency vendors he works with and how he chose them, and how he decides how to hire the right people for his agency.  


May 28, 2024

2 PM ET

Register now! 

About Ascend
Ascend is the industry leading solution that automates the day-to-day financial operations for agencies. From invoicing to financing to payables to reconciliation, Ascend is used by agencies to streamline their entire payments and accounting process to increase operational and financial performance while also giving a best in class customer experience to their customers' clients.