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Published Works and Presentations
Click here to read and print selected articles (PDF format)
from list below.
"Increasing Your Agency's Value—From a Consultant's and Appraiser's
Point of View"
presentation to the Auto Insurance Agents of Texas, Houston Chapter;
Houston, Texas; January 19, 2000
"Goodwill Valuation"
presentation to American Association of Insurance Management Consultants
annual conference; Cincinnati, Ohio; September, 1999
"Be Cautious When Using Multiples While
Talking About Agency Value"
presentation to American Association of Insurance Management Consultants
annual conference; Cincinnati, Ohio; September, 1999
Featured Expert for Agency Valuations
on the "Ask the Experts" panel
Annual Convention of the Independent Insurance Agents of Texas;
Houston, Texas; June 17-18, 1999
"Increasing Your Agency's Value—From
an Appraiser's Point of View"
presentation to the Independent Insurance Agents Association of
Austin; Austin, Texas; March 17, 1999
"Why Should I Pay A Consultant When
Buying or Selling an Agency"
IMMS PCPlus; International Marketing and Management Service
(IMMS); Santa Monica, California; August, 1998
"Fly More, Pay More?"
article contributor; Nations Business; July, 1998
"The Ultimate Merger Planning Tool—A
Prenuptial Agreement"
The Insurance Record; Dallas, Texas; January 15, 1998
"Insurance and the Internet: Who Needs
It Anyway?"
multimedia presentation at the Annual Convention of the International
Mass Marketing Association; Chicago, Illinois; October 4, 1997
Featured Expert for Agency Valuations
& Acquisitions on the "Ask the Experts" panel
Annual Convention of the Texas Association of Insurance Agents;
Dallas, Texas; June 12-14, 1997
"Building a Partnership with Banks"
IMMS Weekly Marketeer; International Marketing and Management
Service (IMMS); Santa Monica, California; May 19, 1997
"Managing Cash Flow"
Professional Agent; Professional Insurance Agents of America;
article contributor; May, 1997
"Does Your Agency Have What It Takes
To Partner With A Bank?"
The Insurance Record; Dallas, Texas; April 24, 1997
"Silver Consultant of the Month: Roger
Thomas, CIC"
feature article; IMMS Silver News; International Marketing
and Management Service; Santa Monica, California; December, 1996
Cover picture and article: "Roger Thomas
Elected President of AAIMCO"
The Insurance Record; Dallas, Texas; October 10, 1996
"Medical Insurance for Boomers"
article contributor; Escapees Magazine; Livingston, Texas;
September/October, 1996
[Escapees are members of an international
recreational vehicle club dedicated to full-time traveling and
living in motorhomes, travel trailers and fifth-wheels.]
"Future of Personal Lines"
panel member; American Association of Insurance Management Consultants
annual conference; Nashville, Tennessee; June, 1996
Internet Presentation and Demonstration
American Association of Insurance Management Consultants annual
conference; Nashville, Tennessee; June, 1996
The Internet and E-mail Right Now!
manual privately published and distributed, 1996
Visiting Teacher in Insurance
various classes, Livingston [Texas] High School; April, 1996
"Expert Witness"
Panel member; American Association of Insurance Management Consultants
annual conference; Toronto, Ontario, Canada; September, 1994
"Case of the Strange Professional"
case study presented at American Association of Insurance Management
Consultants annual conference; Toronto, Ontario, Canada; September,
1994
"The Toughest Sale of All"
article contributor; Texas Insuror; Texas Association of
Insurance Agents; Austin, Texas; March/April, 1994
"Figuring Your Agency's Worth"
Texas Insuror; Texas Association of Insurance Agents; Austin,
Texas; January/February, 1993
"Building a Consulting Practice"
presentation to American Association of Insurance Management Consultants
annual conference; Chicago, Illinois; August, 1991
"Appraising Insurance Agencies"
presentation to American Association of Insurance Management Consultants
annual conference; New York City, New York; August, 1990
"Future of the Independent Agency System"
panel member; American Association of Insurance Management Consultants
annual conference; New York City, New York; August, 1990
"Texas Vehicle Insurance"
Escapees Magazine; Livingston, Texas; July/August, 1990
A Comprehensive Guide to Insurance for Texas-Based Escapees
self-published; 1990
"Insuring Your RV"
presentation to Escapees conclave; Livingston, Texas; October, 1989
"Agency Analysis, Valuation and Sales"
presentation to the Independent Insurance Agents Association of
Shreveport, Louisiana; September, 1989
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