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Kathleen Overlin


August 2019

[Invite Only] Leadership Experience at Land Rover® – Carmel-By-The-Sea, CA

August 27 - August 28

Summary Overcome obstacles in your path to becoming a more effective leader by utilizing new skills and principles of team dynamics to successfully negotiate challenging and unfamiliar environments. This one and a half day learning event includes a personalized assessment from Everything DiSC®, interpretive classroom work, and action plan development with online goal tracking for up to one year. You will receive professional off-road driving instruction in order to complete a series of challenges that parallel program…

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October 2019

Value Creation and the Customer Centric Approach – San Francisco, CA

October 15 - October 16
Wharton San Francisco, 2 Harrison Street, Floor 6
San Francisco, CA 94105 United States

Summary “Customer centricity” is a management framework that challenges companies to build stronger relationships with customers through the use of data. But there are different, and often contradictory, perspectives about what customer centricity really means. This hands-on workshop serves to clarify the “customer centric” path, define the advantages of this shift from a “product centric” approach, and outline key elements for successful implementation in your firm. Through this journey, the concepts of Value and Value…

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November 2019

IWiL: Insurance Women in Leadership – West Point, NY

November 12 - November 14

Summary The workforce and markets are shifting and agency & broker executives can rise to meet new challenges by understanding strengths, influencing talent to excel, and inspiring positive change within organizational structures. IWiL participants will have the opportunity to partner with influential United States Military officers in a journey to define and refine their leadership styles and equip themselves to meet today’s ever changing business demands. Participants will be introduced to leadership models that can…

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