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NAIFA-South Carolina Forum

April  27, 2022

8:00 am - 11:30am ET

NAIFA South Carolina Members:

Registration is  now OPEN and you do not want to miss this opportunity to network with your peers and learn how to be more successful in your practice.

Join us at The Palmetto Club on April 27, 2022 for this meeting brought to you by NAIFA-South Carolina.

Our AMAZING speaker line up includes Mike Farrell, Mike Ward and a speaker on health TBD.

Breakfast will be provided. 

Members: Free
Non-Members: $20

Grand Ballroom - The Palmetto Club
1231 Sumter Street
Columbia, SC 29201


Mike_Farrell_head shot

Finance 101 for Board Members: Insurance & Liability

Mike Farrell
The Farrell Insurance Agency

1 Hour CEC 

This course will cover:

  • EPLI vs D&O
  • Workers Compensation
  • Cyber Liability
  • Employment Practices Liability

Mike is a hometown insurance agent who owns his own agency in
Lexington, SC. He manages everyday risks by offering top notch
insurance products through some of the best carriers in the nation.
Mike is actively involved in community organizations including The
Palmetto Chapter of AmSpirit, Midlands Technical College Board,
and Coaching for youth recreational events. When he is not working
with clients at his agency, Mike is spending time with his with Nikki
and their three wonderful children on the lake, at numerous
sporting events or golfing.

Cyber Security Workshop: How Cybersecurity Impacts Every Aspect About Your Business

Mike Ward
Turtle Creek Concepts, LLC - CEO

1 Hour CEC 

This course will cover:

  • Identify basic cybersecurity threats in order to be aware of the cyber risks and
    potential harm that may come from cyber threats
  • Understand how to protect yourself and your business
  • Understand how to protect your clients and other stakeholders
  • Obtain a basic understanding of the protections (hardware/software/training)
    that are needed to provide layers of cybersecurity protection
  • Know what kinds of data that are required to be protected by law
  • Obtain a basic understanding of how to react if a breach occurs or if you believe a
    breach may have occurred

Mike has nearly 20 years of experience in the technology industry helping small businesses and non-profits with their technology needs. As the growing threats of cybersecurity increase, Mike works together with clients to help them understand these risks, secure their systems, and train personnel in order to improve their chances of overcoming cyber events.



Health Insurance Presentation 

Holly Soule
BlueCross BlueShield of South Carolina

Holly is a graduate of Missouri State University with a degree in Business Administration, Healthcare Management Systems. After graduation, Holly joined Lockton Companies in Kansas City, Missouri serving in various account management roles, consulting employers on their health and welfare benefit programs. While at Lockton Companies, Holly earned the title of Account Executive, AVP and directed the small employer division within Lockton’s health and welfare practice. Prior to joining BlueCross of BlueShield of South Carolina as a Sales and Compliance Training Specialist, Holly held roles with an employee benefits brokerage in Austin, Texas and a Department of Defense contractor managing the military healthcare program, Tricare, overseas in Stuttgart, Germany. Holly is currently working on a Masters in Healthcare Law graduating in May 2022. Outside of her profession, Holly is a military spouse and a mom to two miniature schnauzers, Bode and Fritz.

thank you, forum sponsor!