Surplus Lines Management

February 3-6, 2020 • Atlanta, GA • Emory University Goizueta School of Business
For any broker, managing general agent or underwriter who manages a team and a book of business

About the Program

WSIA’s Surplus Lines Management offers pivotal management training for any E&S professional transitioning from a technical expertise to a leadership role while retaining personal responsibility for a book of business. Combining industry knowledge and world-class management training from Emory University, this program prepares participants for their current and future leadership positions by examining the foundation of good management. Participants will learn to harness their own leadership style to motivate teams, manage conflict, build a book of business and increase company value and performance through effective relationships and a broadened industry perspective.

The program also features an Executive Panel allowing attendees to interact with industry veterans. 2020 panelists will be announced in November 2019.

Read more about the Surplus Lines Management program in the informational program brochure.

Who Should Attend

The program is designed for anyone who manages a book of business and a team of professionals, and is appropriate for those transitioning from a technical focus to also leading and motivating people. The curriculum is developed to make it immediately applicable for brokers, managing general agents and carriers. 

What Alumni Have To Say

"As a new manager, the Management program really helped sharpen my management skills by focusing on academic theories and applying them to some real world scenarios. It was nice to get multiple management perspectives of senior management from various companies in my field.  I would highly recommend this program to managers"

Nir Gabay
Vice President – Professional Liability
Admiral Insurance Company 

“The course topics and instructors provided a solid framework to shift my thinking from an employee’s perspective to a manager’s perspective.  This paradigm shift in my thinking has enabled me to focus on what motivates and energizes each member of my team.  I have also applied these viewpoints in how I interact with my managers to gain a broader perspective for the organization as a whole.  I found the entire experience beneficial to not only my career but also those individuals I mentor.”

David A. Archiable
Production Underwriting Specialist
Great American Insurance Group

Learn more about the Surplus Lines Management experience from recent attendees by viewing this short video

Registration and Fees

  • Registration for the 2020 Surplus Lines Management Program will open in November 2019. Please contact Vicky Fleming if you would like to be placed on a list to be notified when it opens.
  • Registration is $2,100 per participant and includes hotel accommodations and meals on-site at Emory University. 

Schedule of Events

*This schedule is tentative and is subject to change*
February 3  
4:00 – 5:30 p.m.  Registration & Room Check-In
5:30 – 6:15 p.m.  Opening Reception
6:15 – 7:30 p.m.  Dinner
7:30 – 8:30 p.m.
Opening Comments/Introduction
February 4  
7:40 a.m. Shuttle to Goizueta
Until 8:30 a.m.   Continental Breakfast
8:30 a.m. – Noon Leadership that Fosters Team Performance
Noon – 1:00 p.m. Lunch 
1:00  – 5:30 p.m. Leadership that Fosters Team Performance
5:30 p.m.  Shuttle to Conference Ctr. Pickup
6:30 – 9:00 p.m.  Dinner & Activity
February 5  
7:40 a.m. Shuttle to Goizueta
Until 8:30 a.m.  Continental Breakfast
8:30 a.m. – 12:15 p.m. Managing the Wholesale Relationship
12:15 – 1:15 p.m. Lunch
1:15 – 4:45 p.m. Managing a Specialty Book of Business
4:45 p.m. Shuttle to Conference Ctr. Pickup
6:30 – 7:15 p.m. Casual Reception
7:15 – 9:00 p.m. Dinner Buffet
February 6  
7:40 a.m. Shuttle to Goizueta
Until 8:30 a.m.  Continental Breakfast 
8:30 – 9:30 a.m. Surplus Lines Regulatory Briefing
9:45 – 11:45 a.m. CEO Panel
11:45 a.m. - Noon Program Evaluation and Conclusion
Noon Boxed Lunch and Departures

Hotel Accommodations

Surplus Lines Management attendees stay at the Emory Conference Center Hotel, 1615 Clifton Road NE, Atlanta, GA. The Conference Center is located less than a mile from the Goizueta Business School facilities. Lodging arrangements are made by WSIA as part of the registration process, and all meals are included in the registration fee. 

Session Location

All sessions are held at the Goizueta Business School facilities on the Emory University Campus. Shuttles are provided between the Conference Center Hotel and the sessions. 

Travel Arrangements

Hartsfield-Jackson Atlanta International Airport (ATL) is located 15 miles south of the Emory Conference Center Hotel. Participants should plan to arrive on-site no later than 4:00 p.m. on February 3 and depart after noon on February 6.

Surplus Lines Management Program Cancellation Policy

  • Registrants can receive a full refund, less a $50 fee for processing through January 2, 2020. 
  • Registrants can receive a 50% refund between January 3-8, 2020.
  • No refund for the Management Program will be offered after January 8, 2020. 
  • These refund time periods are subject to change, annually, based upon hotel contract and policy changes. All requests must be made in writing via email to