She now devotes her time to agency management consulting and training and speaking at industry functions throughout the country. Cheryl’s experience makes her the ultimate resource for consultation on marketing and sales, sales management, agency operations, automation, and strategic planning. Cheryl is also a devotee of lifelong learning and has earned a number of insurance industry professional designations: CPCU (Chartered Property Casualty Underwriter), CIC (Certified Insurance Counselor), ARM (Associate in Risk Management), AAI (Accredited Adviser in Insurance), API (Associate in Personal Insurance), AAM (Associate in Automation Management), AIM (Associate in Management), AIS (Associate in Insurance Services), ARP (Associate in Research and Planning), Associate in General Insurance (AINS), ACSR (Accredited Customer Service Representative) and AFIS (Agribusiness and Farm Insurance Specialist). It is the last designation, AFIS, of which she is most proud, having created it along with the late Dr. Emmett J. Vaughan. Some would say that Cheryl is a real insurance nerd, and she would not disagree. From her personal experience in the industry to her many designations, she’s the woman you need if you’re ready to up your game! Cheryl has a Bachelor’s degree in Economics from UCLA and an MBA from Sacramento State University, where she served as a faculty member in their Risk Management and Insurance program for many years. She has also served as President of the Sacramento Chapter of CPCU and was on the CPCU Society’s Board of Governors for three years. Cheryl serves as a volunteer member of the Independent Insurance Agents and Brokers of America Virtual University “Ask An Expert” Committee. She is also a member of the Society of Insurance Trainers and Educators (SITE) and the CPCU Society. Rest assured that with Cheryl & her team you & your future are in good hands!

He has served as a director for the AFIS (Agriculture & Farm Insurance Specialist) certification as well as on IIABCal’s Agribusiness committee. He received his Certified Insurance Counselor (CIC) credential in 1989, Accredited Customer Service Representative (ACSR) in 1992 and his AFIS designation in 2005.

His past continuing education efforts have included teaching topics on a national level as varied as: insurance agents/brokers errors and omissions, workers’ compensation, agency management, personal lines, farm property & liability, excess and umbrella, risk management, agency operations and numerous other commercial lines topics.

He currently serves as sales manager and sales coach to a number of independent insurance agencies.

Casey was recently awarded the Emmett J Vaughan Award for Excellence in Education for his ten-year stint as the lead instructor at the Vaughan Agribusiness Conferences offered throughout the nation each year.

Casey’s other passions include a seldom improving golf game and officiating women’s collegiate basketball in northern California.

Ms. Carpenter obtained a bachelor’s degree from the University of Nebraska. She graduated with a major in Consumer Affairs and minors in both Marketing and Economics. Following college she entered the insurance industry, working for a large independent agency in Nebraska. There she assisted in the development of
one of the first sales centers in the country, in addition to providing sales management and selling large commercial accounts.

Mona has worked with and continues to assist hundreds of insurance agencies throughout the United States, Canada, and Australia, helping them make positive changes in their approach to selling. It is a humanistic model built on long-term relationships, not simply short-term financial gain. Her approach is to work with each agency individually by meeting with the management team – examining
strengths and weaknesses and developing targeted strategies that will maximize their sales staff, carrier relationships, and geographic region.

Ms. Carpenter’s passion is mentoring new producers in the insurance industry. The producer’s first-year training is critical to their long term success, and unfortunately too many agencies’ training has been silent. The lack of a formal mentoring/training plan becomes very expensive for the agency as their new hires seldom become financially successful under their watch.

In addition to consulting, Mona has authored many articles and consistently addresses thousands of agents and principles in her numerous speaking engagements throughout the country.