hero background

2023 VIRTUAL SYMPOSIUM

Please join us throughout the month of May for a 3-part Virtual Symposium offered by SRA. During this educational series, we will discuss the State of SRA, our grassroots initiatives for the year, and speak with Brandon Keim regarding updates to the 831(b) industry. Please note: You must register for each day individually.

GRASSROOTS EFFORTS & THE 831(b) INSTITUTE


PRESENTED BY VAN CARLSON, BRE COHEN & LS2 PUBLIC AFFAIRS

  • Learn about the 831(b) Institute non profit
  • Grassroots efforts to support 831(b)
  • Meet the spokespeople including Terri Merriam, Nate Reznicek, Chief Rob Burkybile and Peter Dawson
 

STATE OF SRA & BEST PRACTICES


PRESENTED BY VAN CARLSON, DUSTIN CARLSON, ED BRYAN, CLAY OGDEN & STEPHANIE FORBES

  • State of SRA
  • Trends, sales techniques, and best practices
 

EMERGING RISKS & OPERATION TEAM UPDATES


PRESENTED BY DUSTIN CARLSON, HALEY HUNT, SAM SOLBERG & TIM PRUITT

  • Emerging Risks
  • Formation Application
  • Onboarding Process
  • Common Bottlenecks
 

About our Presenters

presenter0

VAN CARLSON

FOUNDER & CEO, SRA 831(b) ADMIN

Van Carlson is the Founder & CEO at SRA and has over twenty five years of experience within the risk management industry. Van began his career with Farmers Insurance Group as an agent; eventually growing his book to be among the largest in his home state of Idaho. Van’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market.

presenter1

DUSTIN CARLSON

PRESIDENT, SRA 831(b) ADMIN

Dustin oversees the internal operations of SRA allowing our CEO to focus on the strategic, long-term challenges and opportunities facing the company. Dustin implements and continuously improves SRA’s system of policies, internal controls, accounting standards and procedures. He contributes to the development of strategic goals and objectives as well as the overall management of the organization.

presenter2

BRE COHEN

BUSINESS DEVELOPMENT & MARKETING MANAGER, SRA 831(b) ADMIN

Bre oversees all aspects of marketing and business development within SRA including events, digital marketing, branding, collateral, videos, strategic partnerships and identifying new marketing opportunities. She supports the SRA team, Field Marketing Representatives and clients by providing up-to-date educational material to ensure their careful understanding of the reinsurance process and risk management tools SRA offers.

presenter3

ED BRYAN

DIRECTOR OF BUSINESS DEVELOPMENT, SRA 831(b) ADMIN

Ed brings more than 20 years of sales and operations management experience to SRA with a consistent history of leading high-performing sales teams and operational excellence. In his role as Director of Business Development, he is responsible for developing business strategies to improve representative and client relationships. Ed works closely with Field Marketing Representatives to identify opportunities and provide education, keeping them abreast of industry news and latest product knowledge.

presenter4

CLAY OGDEN

NATIONAL BUSINESS DEVELOPMENT MANAGER, SRA 831(b) ADMIN

Clay could easily be described as the ace of the SRA Team. In his role as National Business Development Manager, Clay does it all as he interacts with business owners, financial advisors, CPA firms, consulting firms, and health brokers to explain SRA’s risk management strategies. As a former professional Golfer, Clay nurtures many of his business relationships on the course and brings more than 10 years in risk mitigation to identify opportunities and consult with clients and representatives.

© Copyright 2024 SRA 831(b) ADMIN.
All Rights Reserved