Jerry owned and managed an agency in Grand Coulee, Washington, for over 40 years. He has long been an advocate of professional continuing education having earned his CIC designation in 1983 and is a National Faculty member and Educational Consultant for the Risk & Insurance Education Alliance. Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998. Jerry is an active volunteer in his community and in 1995 was named "Business Person of the Year" by the Grand Coulee Dam Chamber of Commerce.

Steven D. Lyon is the founder and principal of Lyon Consulting Services, LLC, an independent Education and Management Consulting firm. Lyon utilizes his 40 years of expertise and experience that comes from owning, operating, and managing a respected and profitable Insurance Agency in Northern New Jersey. In addition to owning an Independent Agency, Steve has served as the Regional Director of Education for a large Brokerage firm, and was a Regional Vice President in charge of Personal Lines for the Insurance Division of a dynamic Banking Institution. Steve has earned his CPCU, CIC, CRM, AAI, ARM, AIS, CRIS and MLIS designations and lectures for Insurance Agencies, Brokers, Companies and Associations. He regularly works with the Independent Insurance Agents and Brokers of New Jersey, Professional Insurance Agents of NJ, NY, CT and NH, Insurance Agents and Brokers of PA,MD and DE; and travels to all 50 states and Puerto Rico teaching CISR, CIC, and Ruble Seminars as a National Faculty member for The National Alliance.

Daniel Fink has 35 years of experience as an Independent Insurance Agent in the Midwest and Southwest. In addition, he teaches many insurance education classes (including CIC and Rubles) and also works as an insurance expert witness in state and federal courts. Daniel has helped defend many insurance agents and has assisted plaintiffs as an expert witness. After graduating with a Bachelor of Arts (cum laude) in Journalism and English from Oakland University, Rochester, MI, Daniel worked as a free-lance newspaper reporter. But then he married into an insurance family in 1982. And most of his creative writing turned into the writing of insurance coverages. He learned insurance from the ground up and helped grow the family agency, eventually managing the commercial lines department and starting a hospitality insurance division specializing in hotels, restaurants, and taverns. He began studying insurance and earned his CIC designation in 1992 and his CRM designation in 2006. Now he is honored to be teaching insurance to other learners and helping others advance the way other instructors have helped him. In 1999, Daniel returned to his home state of Arizona with his family. He ran his own agency for a time and then merged with a larger Arizona agency. For six years, Daniel worked on the company side, helping a small carrier grow in the Southwest. Now he is a producer with General Southwest Insurance, Phoenix, AZ. Since 2004, Daniel has been teaching classes for The National Alliance and state associations, including the CIC, Ruble, and CISR programs. He is also a speaker at convention and trade associations on insurance topics and risk management. In 2011, Daniel served as President of the Independent Insurance Agents and Brokers of Arizona. Before that, he served on its board of directors and as chairman of its education committee. Daniel also serves as an expert witness on insurance matters and standard of care assisting attorneys on insurance litigation matters. He has served on the committee to review the insurance agents licensing exam for the State of Arizona.