Thanks for registering for the Advanced AE Bootcamp Workshop June 16 & 17!

I’m looking forward to spending a couple of days with you, talking about ways to fine-tune your account service skills to help grow the success and profitability of both your agency and your clients.

We will definitely be adopting the AMI philosophy of — “you will gain in proportion to what you share” – so I’m hoping that everyone will come to the workshop ready to learn from each other and hopefully from us as well. We will also be honoring the AMI commitment to confidentiality so please come ready to get to know each other’s agencies — warts and all.

Please fill out this brief questionnaire before coming! The sooner you do it, the better job we can do to make sure you get the most out of this class. 

Here’s everything you need to know for the workshop.


Conference Chicago (2nd floor)
525 South State Street
Chicago, IL 60605

Nearby hotel suggestions can be found here:


We’ll start both mornings at 8:30 am with breakfast in the meeting room. We will start the actual workshop at 9 am both mornings. We’ll shut down on day one at 5 pm and day two at 3 pm.

Many people will fly out that second night. But please plan on staying through the end of the workshop. You need to allow at least 60 minutes travel time to get to either Chicago airport in the afternoons.


Please come to both day’s meetings in casual clothes. Shorts, polos, jeans — whatever makes you comfortable. However — meeting rooms tend to be chilly and I tend to set them to chilly so you might want to bring a sweater, sweatshirt etc.

We’ll have breakfast and lunch in the room both days. If you have any dietary restrictions, please let me know in advance.

We can’t predict the exact timing of the morning or afternoon break. If you have to schedule a call – your best bet is going to either morning before or during breakfast or during day one’s lunch between 12:15-12:45 pm.


I know you’ll need to check in with the office and voicemail, email etc. We’ve built a 20-minute break into both the morning and afternoon work flow, so you’ll never be disconnected for more than a couple hours.


We’re okay with you bringing a laptop or iPad, etc., into the meetings but please know there will not be any internet access. We would ask that you use your technology to take notes — but not to allow yourself to be distracted with email, etc. We’re counting on your active participation.

If so — give me a shout on my cell (515-822-6400) or shoot me an email at [email protected]