2024 WIISE Workshop and Retreat

WIISE is a growth opportunity for women in the insurance industry. In collaboration with InsureWomen, we have the power to make a significant impact and empower women on their journey towards great confidence in running their businesses. 


Join us as we explore ways to enhance our professional opportunities while also enriching our personal lives. Our agenda is filled with inspiration, relaxation, and enjoyable activities!

Sponsorship Opportunities and Cost to Attend:

Vendors, carriers, and partners have the opportunity to engage with the WIISE Workshop & Retreat either as individual participants or as sponsors. By becoming a sponsor, your company can enjoy the benefits of having its name featured in our event booklet and on the WIISE website. This exposure not only enhances your company's visibility but also reinforces its commitment to the empowerment of women in the insurance industry.

 

Enhance your sponsorship experience with higher-level opportunities, which include extra complimentary attendees, event-specific activities, on-stage and video messaging, as well as print and social media advertising. Alternatively, become the premier event sponsor. For details of sponsorship, click here. Contact Lori Simpson to explore these opportunities further.


Hotel Information






Boulders Resort & Spa Scottsdale, Curio Collection by Hilton

34631 N Tom Darlington Dr.

Scottsdale AZ 85262

Room Rate: $272 + $35 Resort Fee

Room Block Ends May 2!

Agenda Highlights


What to expect.

Embarking on a two-day journey, The WIISE Workshop and Retreat invites you to immerse yourself in a transformative experience.

 

Day 1: Join us for The WIISE Workshop, a dynamic day filled with expert-led sessions on Empowerment, Leadership, Effective Communication with Confidence, and Mental Well-being.


Day 2: After a fulfilling workshop, take a serene break to relax and reconnect. Engage in self-reflection, enjoy peaceful surroundings, and build lasting connections with other participants. Choose to participate in a morning hike, cooking class, golf, book time at the spa, click here or just enjoy the sun by the pool. Before the retreat concludes, we'll gather for a final activity to strengthen our connections. This will be a moment to reflect on our shared experiences and celebrate our growth together. Through this activity, we'll leave the retreat with stronger bonds and lasting memories. 

2024 WISE Workshop & Retreat

Scottsdale, AZ


Friday, May 17

7am Registration Open

7am-8am Breakfast

8am-8:30am Welcome l Nurturing Business and Personal Wellness l Dawnyel Smink & Heather McDougall

8:30am-9:30am Keynote l Insuring Your Best Self l Kelly Donahue-Piro

9:30am-10:30am Unseen Wave of Wealth l Arwen Becker

10:30am-11am Networking Break

11am-11:45am Executive Presence Looks Good on You l Julie Webb

11:45am-12:30pm Lunch

12:30pm-1:15pm WIISE IICEBREAKER

1:15pm-2:15pm Healthy Habits; Lessons Learned from an Overindulgent Industry l David "DELO" Delorenzo

2:15pm-2:30pm Break

2:30pm-3pm WIISE Words l Amy Drewel

3pm-4pm Menafactor Moments/Awards l Patrick Kinney

4pm-5pm Personal Time

5pm-7pm Tee Time Dinner Tour - included with registration



Saturday, May 18

6am-7am Breakfast on own

7am-4pm Optional/Elected Activities l Golf, Cooking Class, Hiking, Spa, Pool time

4:30pm-6pm Amazing Race - included with registration

Speakers


Kelly Donahue-Piro - Agency Performance Partners


Kelly Donahue-Piro, founder and president of Agency Performance Partners, is a no-nonsense effectiveness expert who has helped hundreds of insurance agencies identify and capitalize on sustainable improvement opportunities. Her specialties include agency culture assessment and change; management and supervisory coaching and benchmarking; customer retention strategy development; digital marketing strategy, planning and implementation; and sales planning, management and skill-building.

Over the past several years, Kelly has worked with small businesses across the country to build and implement successful programs to boost revenues, profits and efficiency. In 2014, she created Agency Performance Partners with a mission to “partner with insurance entrepreneurs who dream to take their business to the next level and beyond, by relentlessly pursuing excellence in world-class service and sales strategies.” 


Arwen Becker - LIFE with Arwen


Arwen Becker has helped thousands of women live a better financial life. She spent many years as a financial advisor and 23 years as co-owner of Becker Retirement Group with her husband Randy. In June of 2022, they sold their retirement planning firm, affording her the opportunity to focus full-time on her mission: inspiring and empowering women to rise up and take personal financial responsibility. To further that mission, she devotes her time training financial advisors across the nation to serve women more effectively, thus improving how the financial industry speaks to and educates women. She is a national keynote speaker, author/contributor to multiple books, her newest is She Handled It!® Retirement, she is the host of the She Handled It!® podcast, creator of the YouVersion Women & Money devotional and is often featured as a guest expert on many national news programs and podcasts.


David DeLorenzo - I am The Delo


I'm David DeLorenzo, aka the DELO. With decades of experience in music and insurance, I'm a trusted resource for clients' connections and protection. From Arizona State University to LA's music scene, I worked with Warner Bros. and Columbia Records, and ran Diamond in the Rough Promotions.

Among rock legends like Eddie Van Halen, I saw music industry changes, prompting my return to Arizona. I joined Ambassador Group, specializing in Bar and Restaurant Insurance. I grew it into a multimillion-dollar enterprise.

While successful, I prioritized personal well-being, developing the 3F.it method focusing on food, fitness, and focus.

In business and personal relationships, I'm known for a genuine desire to serve. Whether through insurance, the 3F.it method, or coaching, I empower individuals for success, professionally and personally.

Julie Webb - Founder, JMW Collective


You do the work. You always say “yes”. You never miss a deadline. You feel that your work is going unnoticed, your voice unheard, and your contributions unrecognized. 

Sound familiar? 

Julie Webb is on a personal mission to recognize, promote, and celebrate professional women. According to the 2023 Women in the Workplace report authored by McKinsey in collaboration with LeanIn.org, women are more ambitious than ever before. Yet despite some hard-fought gains, women’s representation is not keeping pace. Hybrid work, “the great break-up,” and artificial intelligence present new challenges.

In this ever-changing business landscape, effective leadership has never been more important. Women are uniquely designed to possess the traits that businesses need in their leaders today – assertiveness, inclusiveness, and authenticity. These traits all show up in your executive presence.

It's time to get clear on your personal leadership style and confidently own it.

Don’t worry, just like your favorite pair of jeans, executive presence looks good on you!

Amy Drewel - Owner, Mosaic Insurance Alliance


As a people-person who truly does enjoy meeting new people, I thrive on new connections and partnerships. I also relish in problem solving and take my commitments very seriously. Add the love for helping people to the mix, and you get a recipe for being an insurance entrepreneur!

After graduating from UW, I climbed the ladder and became an HR manager. A few years later, I discovered that insurance was a natural fit for me, and my career quickly evolved from starting off as a captive carrier in 2006, to opening Mosaic in 2010 with my business partner, Paul. I don’t regret opening a brokerage company—I love all the options for our clients, including myself.

One of my skills is bringing people together and uniting them for a joint cause. I love building teams to be successful, utilizing each person’s unique traits/gifts. I believe in the power of short- and long-term strategies working together to both create the best results and build a strong, robust, successful business. The belief in the power of giving back and paying it forward is something I do in and out of the office.

Living a balanced life of work and play, I strive for the happiness and safety of my clients, teammates, family, and friends. Out of the office, I enjoy traveling, gardening, wine tasting, going to sporting events, and helping community causes. I serve on a number of boards, including ChildStrive, Homage Senior Services, and Economic Alliance Snohomish County.