Equis Consulting

01/30/2026

What’s the difference between management and leadership?

The answer is simple - you manage results while you lead people - and gaining traction requires both in equal measure.

If you are ready to take your leadership and management game to the next level, partner with Equis Consulting and join other professionals for the open-enrollment offering of the proven and practical series “Excelerated Leadership.”

A relaxed, relationship-forward environment where we will learn how to manage from the side to develop accountability, manage up to build influence, lead from the front to set direction and lead from the back to foster engagement.

This is the two-decade, trenches-tested program that we have offered within companies, professional associations, and membership organizations that we are now offering outside the halls of our client companies.

The program will contain a strong coaching element to ground the concepts. The tools are designed for personal as well as professional application and we personally guarantee your ability to put everything you learn to immediate use.

Follow the link or connect with Tom Meier ([email protected]) to learn more about the program, the pricing, and the process for registering:

https://equisconsulting.com/excel-erated-leadership-program/

We look forward to connecting and walking with you into the next chapter of your leadership and management journey.

01/23/2026

Lead Smart. Run Smooth. Build Legacy.

Accelerate Your Agency’s Growth With Proven Leadership Training

Your agency deserves more than incremental improvement—it deserves game‑changing growth.

Mastering Agency Management is a dynamic, results‑driven three‑day development program designed specifically for insurance agency leaders. Through seven high‑impact modules and personalized coaching between sessions, you’ll strengthen leadership skills, elevate operational performance, and ignite sustainable agency growth.

Program Details:
All sessions take place at the Ohio Insurance Agents Association (OIA) Home Office, beginning March 18, 2026.

Space is limited to 20 participants.

Early Registration Savings:
Register by February 27th to save 10%.
Pricing:
$2,160 for the first attendee
$1,800 for each additional attendee

Learn More: https://equisconsulting.com/mastering-agency-management/

Ready to Grow? Register Below.

What Leaders Are Saying:

"The partnership with Equis over the years has been one of the most valuable relationships in my career journey. Their ability to isolate the most important priorities, understand people, and help navigate individual personalities and goals has been top‑notch. They’ve been incredible career coaches and personal friends—I couldn’t recommend them enough."

— Steve Cissna, Agent & Owner, Reedy Insurance Services

"What sets Equis apart is their deep understanding of the insurance industry. Their team brings real‑world experience to every engagement and consistently excels in coaching, human resources, and financial development."

— Christy Curry, Education Services Manager, Leadership Training, KY Farm Bureau Mutual Insurance Company

https://square.link/u/4w0mZMN3

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03/06/2025

We published a new podcast this week, Inside the Leaders Studio with Suzanne Wells, Senior Vice-President, Chief Financial Officer, and Treasurer at Celina Insurance Group (Part 1)
Leadership is the Conversation: Let's Talk

Program Description: In this episode, Suzanne shares with us her life experiences that would later shape her leadership style. As the observant daughter of her mother, a business owner and her father, a funeral home director, Suzanne credits their influence in fashioning her own leadership view which values both business and empathy.

Please note that all views expressed in this podcast are the opinions of the individual participants and do not necessarily represent the views of any organization, employer, or group.

Listen on Apple Podcasts:

Podcast Episode · Leadership is the Conversation: Let's Talk · 03/05/2025 · 15m

12/06/2024

Just wrapped up the 2024 Equis/IFBI Claims Career Leadership series. Congratulations to the Grads!

11/27/2024

11/16/2024

In my own personal work and development, I am reconnecting with Brene’ Brown’s 2012 audio course “Power of Vulnerability”. The lessons about authenticity, connection, and courage are, in some ways, more relevant today that they were a decade ago when I first heard her speak. This is a wonderful audio recording (pulled from a two-day lecture) for any leader that seeks to understand how we can become more engaged and resilient during times of challenge. I promise you won’t be disappointed, and it will be a great resource for those of you, who like me, have a ton of windshield time. -Tom

08/09/2024

We published two new podcasts today (Parts 1 & 2).

Inside the Leader’s Studio with Rick Kuster, Senior Vice-President, Chief Marketing Officer, Indiana Farm Bureau Insurance (Part 1)

Program Description: Today you will meet Rick Kuster, Senior Vice-President Chief Marketing Officer, Indiana Farm Bureau Insurance.

Listen in as Rick acknowledges those early mentors who saw his potential and set him on his leadership path.

A journey that took Rick out of his preference for leading one-on-one to leading hundreds. Rick reminds us to trust ourselves, be “who we are” and resist the pressure to lead like others.

This one-one-one conversation is the second in our new series of “Inside the Leader’s Studio.”

Inside the Leader’s Studio will explore how today’s working leaders became who they are and how they lead.

Please note that all views expressed in this podcast are the opinions of the individual participants and do not necessarily represent the views of any organization, employer, or group.

Listen on Apple Podcasts:

‎Show Leadership is the Conversation: Let's Talk, Ep Inside the Leader’s Studio with Rick Kuster, Senior Vice-President, Chief Marketing Officer, Indiana Farm Bureau Insurance (Part 1) - Aug 9, 2024

07/10/2024

We posted a new podcast today.

Inside the Leader’s Studio with Bill Montgomery, President & CEO of Celina Insurance Group

Program Description: This one-one-one conversation with Bill Montgomery, President & CEO of Celina Insurance Group is the first in our new series “Inside the Leader’s Studio.” This series, hosted by Jim Dickson, Managing Partner, Equis Consulting will explore how today’s working leaders became who they are and how they lead.

Listen in as Bill shares with us his life experiences that would later shape his leadership style. From his early formative years in athletics and Scouting to a law degree and then at age 28, being elected to the Indiana House of Representatives, serving two terms. All different paths leading to his current role as President and CEO of Celina Insurance Group in Celina, Ohio.

Listen on Apple Podcasts:

‎Show Leadership is the Conversation: Let's Talk, Ep Inside the Leader’s Studio with Bill Montgomery, President & CEO of Celina Insurance Group - Jul 10, 2024

05/25/2023

Proud pictures of our first group of Leadership Academy graduates from the Fraternal Alliance Career Development Series. These rising stars represent the next generation of leaders in their Fraternal Organizations. Well Done!