Workshops & Seminars

Open Enrollment Workshops

We occasionally offer topical workshops for insurance agents and brokers who would like to grow their business, elevate their selling techniques, attract larger accounts, and learn how to compete by demonstrating a powerful value proposition to their clients. 

There are currently no workshops scheduled. 

Private Workshops

We offer private (non-public) workshops for large agencies and agent groups on a variety of topics. The rate for this event is determined by differing variables. Contact us for more information. 


Workshop attendees should fly into Phoenix Sky Harbor Airport (airport code PHX) the day before the event and stay at the event location on Sunday and Monday nights.  Attendees should consider flights out of Phoenix after 6:30 PM on the final day of the event to allow enough time to complete the program and comfortably travel to the airport. 

Cancellation Policy

If an attendee cancels within 1 week prior the event or fails to attend the workshop, a $250.00 charge will be incurred. If a participant fails to show up to the event, a full refund, minus the $250.00 cancellation fee may be issued.

Terms & Conditions

All materials presented by C.R. Ekern & Company ("CRE") including presentations and training materials, are copyrighted, and are the sole property of CRE. They may not be transferred, reproduced, or distributed without CRE’s written permission.

All workshop participants will be required to sign a non-disclosure agreement upon arriving to the event, prior to the start of the event. This non-disclosure agreement applies to the unauthorized usage or distribution of CRE proprietary intellectual property.

CRE reserves the right to deny any application for any reason. Some reasons for decline may include conflict of interest, territorial conflict with previous contractual obligations, or defaulted payment.

All workshop participants are responsible for traveling expenses, including hotel rates, food and beverage charges, and transportation costs. Continental breakfast and snacks will be provided each day.

For general inquiries, please contact us today. 

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