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10th Annual Insurance Brokerage Summit

The only brokerage conference of its kind.

November 9-10, 2016

The Willard Intercontinental- Washington, DC

Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence

Produced in partnership with:

    MarshBerry

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The 10th Annual Insurance Brokerage Summit, in partnership with MarshBerry, brings together top industry executives, advisors and analysts for an open and informed discussion of strategic planning, growth, and the outlook for M&A in the insurance distribution marketplace.

Our goal is to help you develop a clearer understanding of the current marketplace and where to anticipate potential growth. The networking opportunities are unparalleled, allowing you to mix freely with agency owners, strategic executives at carriers, financiers, and brokerage consultants. 

Panel topics include

  • The economic factors currently impacting the industry's performance, as well as those most likely to affect future performance
  • Growth strategies – organic or acquisition-based – and how to determine which are best suited to your company
  • Strategies for negotiation
  • The current environment of employee benefits and impacts of health regulations
  • Trials and tribulations of a transaction

Sponsors

Download our Sponsorship Guide 

Platinum Sponsors

Gold Sponsors

Media Partners

Speakers

Bill Kindorf

Bill Kindorf

Managing Director and Group Head - Insurance & Financial Services, Madison Capital Funding

Mr. Kindorf heads Madison Capital’s Insurance & Financial Services Leveraged Finance team and is focused on new business origination. Prior to joining Madison Capital, he served as Vice President in charge of Corporate Development for First Mercury Financial Corp., a publicly traded insurance carrier and MGA, where he led the company’s M&A activities. Before that, he worked for Cochran, Caronia & Co., a boutique investment bank serving the insurance industry. Mr. Kindorf earned a B.S. in Finance from the University of Illinois at Urbana-Champaign. He also holds the Chartered Financial Analyst (CFA) and Chartered Property Casualty Underwriter (CPCU) designations.
John Wepler

John Wepler

Chairman and CEO, MarshBerry & Company, Inc.

John M. Wepler joined Marsh, Berry & Company, Inc. in 1991 and is Chairman, President and the largest shareholder. He is also Chief Executive Officer of MarshBerry Capital, Inc., a wholly-owned FINRA registered Broker/Dealer. John is a vital resource in the areas of organic growth management, valuation enhancement solutions, mergers and acquisitions, business planning, ownership perpetuation and financial management. He has extensive knowledge in the area of merger & acquisition advisory, having personally closed over 150 M&A transactions since joining the firm.

John is a frequent keynote speaker at national conferences, agent association meetings, insurance carrier elite meetings and executive leadership forums, including Chubb Wharton Executive Leadership Training, Selective Executive Symposiums, Bank Director Magazine investment banking conferences, SNL Financial investment banking training workshops and CIAB (Council of Insurance Agents & Brokers) conferences. He is a prolific author for leading insurance publications, including SNL Securities, Best’s Review, American Agent and Broker, National Underwriter and M&A Scoreboard Magazine.

He is an Advisor to the Board for the WBN (Worldwide Broker Network), is an Advisor to the Board of the DVIC (Disabled Veterans Insurance Careers) and serves on the Board of the Insurance Industry Charitable Foundation. John is also a prior Board member of the Board of Directors for IIABNY (Independent Insurance Agents & Brokers of New York).

He holds a Bachelor’s Degree in Finance from Ohio University and a Master’s Degree in Business Administration from Kent State University.

Joel Wood

Joel Wood

Senior Vice President, Government Affairs, Council of Insurance Agents and Brokers

Joel Wood is in his 23rd year as senior vice president of government affairs for The Council of Insurance Agents & Brokers. Annually dubbed one of the top trade association lobbyists in Washington by “The Hill” magazine, Wood is also a regular contributor to The Council’s award-winning industry publication, Leader’s Edge. Wood spent his early career as assistant vice president of government affairs for the National Association of Professional Insurance Agents and served six years as press secretary and legislative director for Rep. Don Sundquist, R-Tenn.In 2001, following the diagnosis of his son James, Wood and his wife, Dana, established the Foundation to Eradicate Duchenne, a 501(c)3 organization which has raised tens of millions of dollars in funding for research and treatments of Duchenne Muscular Dystrophy, the world's most lethal childhood genetic disease. Wood is a graduate of the University of Mississippi.

Greg Bishop

Partner, Insurance Transaction Services, Williams Mullen

John Butler

Managing Director, Sandler O'Neill + Partners

David L. Eslick

Chairman and CEO, Marsh & McLennan Agency LLC

Jerry Hanner

Vice President and Deputy General Counsel, Arthur J Gallagher & Co.

Phil Trem

Senior Vice President, MarshBerry & Company, Inc

John Vaglica

Chief Financial Officer, Risk Strategies Company

Chuck Welsh

Principal, ACCEL Law Group

Gregory L. Williams

Chief Executive Officer, Acrisure, LLC

Clark Wormer

Director of M&A, HUB International


Agenda

Day One

Expand All

1:10 pm

Senior Vice President, Government Affairs
Council of Insurance Agents and Brokers

2:00 pm

  • Current trends and outlooks for M&A
  • Key elements of a successful deal
  • When to walk away from the deal
  • Strategies for negotiation
  • How is the target profile assessed
Senior Vice President
MarshBerry & Company, Inc
Director of M&A
HUB International

3:55 pm

  • View of the current environment
  • Major challenges and obstacles
  • Impacts of health regulations
  • Future of health insurance and benefits

Day Two

Expand All

8:30 am

Director
S&P Global Market Intelligence

8:45 am

Chairman and CEO
MarshBerry & Company, Inc.

9:30 am

  • Strategies for successful growth
  • Organic vs M&A growth
  • Industry outlook from the executive seat
  • Internal and external drivers to achieving growth
Chairman and CEO
Marsh & McLennan Agency LLC
Chairman and CEO
MarshBerry & Company, Inc.
Chief Executive Officer
Acrisure, LLC

11:00 am

Managing Director and Group Head - Insurance & Financial Services
Madison Capital Funding

11:25 am

  • Unknowns that arise when selling an insurance brokerage
  • Top surprises when reviewing contracts
  • Perspective on offering an employee agreement
  • Indemnification trends within purchase agreements
Partner, Insurance Transaction Services
Williams Mullen
Managing Director
Sandler O'Neill + Partners
Vice President and Deputy General Counsel
Arthur J Gallagher & Co.
Chief Financial Officer
Risk Strategies Company
Principal
ACCEL Law Group

Venue & Accommodations

A block of rooms at The Willard InterContinental Washington D.C. has been reserved for program attendees at a special rates beginning at $319.00 for a deluxe room, $369 for a premier room, $419 for a Willard Room, and $619 for an executive suite, exclusive of taxes and fees. The discounted rate is available through Saturday, October 15th, or until the block is filled, whichever comes first.

Accommodations are not included as part of your registration. To reserve your room, please call the hotel’s Reservations Department at (800) 424-6835 or 202-628-9100 and reference the "SNL Knowledge Center Insurance Brokerage Summit."


Venue
The Willard Intercontinental
Address
The Willard Intercontinental
1401 Pennsylvania Avenue NW
Washington, DC, US
Phone
800-424-6835

Downloads & FAQs

Formal business attire.

Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit.

Attendee substitutions from the same company may be made at any time.

In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee.
"No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

Registrant, as an individual person attending a Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.

This program is designed for:
Public and bank-owned broker executives
Independent agency executives
Finance and corporate development professionals at insurance brokers and insurance carriers
Private equity investors
Investment banking, legal and consulting advisors
Asset managers and sector analysts
Professionals in charge of sales and distribution strategy and operations at insurance carriers

Pricing


For Insurance Brokers
$1,195
For all others
$1,495
Date
November 9-10, 2016
Address
The Willard Intercontinental
1401 Pennsylvania Avenue NW
Washington, DC, US
Register now