AGENDA

7:30A - 8:15A
Continental Breakfast
8:15A - 8:30A
Welcome & Introductions
8:30A - 9:45A
State of the Industry (Economic & Industry Overview)
MarshBerry’s State of the Industry Review provides highlights of the challenges and
opportunities that are likely to present themselves in the upcoming year to independently owned agencies and brokers.
9:45A - 10:00A
Networking Break
10:00A - 10:15A
Merger & Acquisition (M&A) Transaction Update*​
Get up to speed on 2016 deal multiples and 2017 year-to-date deal activity.
10:15A - 10:45A
Merger & Acquisition (M&A) Hot Topics and Trends*​
Take a deeper dive into hot topics in pricing trends, deal structure, earn outs, and more. Look for opportunities to submit your questions ahead of the conference.
10:45A - 11:00A
Networking Break
11:00A - 12:00P
Industry Panel Discussion: View from the Top….100
Learn best practices and perspectives from the members of the Top 100 Agents and Brokers across the United States, as published by Business Insurance Magazine (July 18, 2016).
12:00P - 1:00P
Lunch
1:00P - 1:30P
Remaining Independent in the 21st Century​
We often say: “If you run your business like it’s for sale, you may never have to.”
What does that actually mean? It means growth and profitability are not mutually exclusive. We’ll help you understand why.
1:30P - 2:15P
Predictable, Profitable Organic Growth (PPOG) ​
PPOG requires a relentless commitment to new business generation. This focus typically requires driving change within your organization’s culture. During this session, we’ll help you understand where you should start.
2:15P - 2:45P
Networking Break
2:45P - 3:15P
Forward Thinking: Creating Your Future Organization Chart
Strategic planning requires creating a future vision for your agency – and reinforcing it with real world constraints is important. Transforming your financial forecast and vision into your future org chart is an important tool you can use to help accomplish this task. We’ll show you how.
3:15P - 4:00P
Compensation Modeling
A frequent data request we receive from clients (other than M&A pricing, of course) is related to compensation trends. How should we evaluate compensation models and incentive programs for producers and service staff? What about employee benefit expenses? We’ll help you sort this out.
4:00P - 4:30P
Driving Change in Your Firm - Interactive Q&A Session
We’ll conclude the day with a Q&A roundtable with attendees receiving key takeaways applicable to their respective firms.
4:30P - 6:00P
Networking Cocktail Reception
Join your peers for food and drinks immediately following.
* 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).