AGENDA
7:30A - 8:15A
Continental Breakfast
8:15A - 8:30A
Welcome & Introductions
8:30A - 9:45A
State of the Industry: How Do We Think Differently?
Companies like Uber, Netflix and Amazon are changing the face of their business channels. The question becomes, what are those of us in the insurance vertical doing to challenge the status quo of the industry?
9:45A - 10:00A
Networking Break
10:00A - 10:40A
Merger & Acquisition (M&A) Hot Topics and Trends*
You can’t expect to come to a MarshBerry seminar and not get an update on M&A activity in the insurance industry. This session focuses on hot topics in pricing trends, deal structure, earn outs, and more.
10:40A - 11:00A
Alternative Perpetuation “TED Talk”
Realize the potential value of your agency without guilt, sacrifice, or confusion. New internal and external perpetuation options and what we think you should know to help optimize them.
11:00A - 11:10A
Networking Break
11:10A - 12:00P
Industry Panel Discussion: Who’s Sitting at the Table?
Now, more than ever, we believe it’s important to evaluate the people who make-up your talent pool – because growth, success and perpetuation are driven by the individuals in your firm. This panel focuses on diversity in the workforce and how you can try and grow your talent pool while continuing to build your culture.
12:00P - 1:00P
Networking Lunch, Sponsored by ThinkHR
1:00P - 1:20P
The Rise of the Consultant and the Death of the Producer “TED Talk”
Employee Benefits (EB) distribution has changed forever. Many of the best firms in the industry have built a sustainable business model that makes EB brokerages one piece of a large Human Capital Management puzzle. Where are you on the continuum of shifting your business model from producer-focused to customer-focused? This session addresses the critical shift that has occurred within benefits firms in order to stay relevant in a highly competitive market.
Employee Benefits (EB) distribution has changed forever. Many of the best firms in the industry have built a sustainable business model that makes EB brokerages one piece of a large Human Capital Management puzzle. Where are you on the continuum of shifting your business model from producer-focused to customer-focused? This session addresses the critical shift that has occurred within benefits firms in order to stay relevant in a highly competitive market.
1:20P - 2:00P
Searching for a Self-Starting, Go-Getting Producer with a Hunter-Mentality
Recruiting talent within your organization is not a singular event. Ensuring you have the right individuals, in the right seats, requires a comprehensive (and continual) strategy. This session focuses on talent acquisition opportunities and challenges that can present themselves throughout the year.
Recruiting talent within your organization is not a singular event. Ensuring you have the right individuals, in the right seats, requires a comprehensive (and continual) strategy. This session focuses on talent acquisition opportunities and challenges that can present themselves throughout the year.
2:00P - 2:30P
Networking Break
2:00P - 3:00P
The Power of Comparison: Benchmarking and Peer Interaction
The benefits of peer exchange and benchmarking are undeniable. In our experience, those that are held accountable by and to their peers often become more successful than the industry average1. This session focuses on types of peer exchange and how your firm can get the most out of it.
The benefits of peer exchange and benchmarking are undeniable. In our experience, those that are held accountable by and to their peers often become more successful than the industry average1. This session focuses on types of peer exchange and how your firm can get the most out of it.
3:00P - 3:30P
Growth & Profit: The Secret Sauce
Who says double-digit growth AND a 30% margin have to be mutually exclusive?3:30P - 4:00P
Execution is Not a Commodity
We’ll wrap up the day with a review of key concepts and a Q&A roundtable with attendees.4:00P - 5:30P
Networking Cocktail Reception, Sponsored by FIRST Insurance Funding
Join your peers for food and drinks immediately following.
Marsh, Berry & Co., Inc. and its affiliates are non-affiliated entities with First Insurance Funding and ThinkHR.
* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122 (440.354.3230).
1 As tracked by MarshBerry’s proprietary, formalized financial management benchmarking system, Perspectives for High Performance (PHP).
