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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
  • The tactics used by successful acquirers
  • The financial metrics and models you need to construct a viable internal succession plan
  • How to implement an acquisition strategy that maximizes shareholder value

Sponsors

Download our Sponsorship Guide 

Platinum Sponsors

Gold Sponsors

Media Partners

Speakers


Agenda

Day One

Expand All

1:50 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

3:10 pm

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

4:10 pm

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

Day Two

Expand All

8:45 am

President
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

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

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 SNL 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.

SNL Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. SNL Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. SNL 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, SNL Knowledge Center will refund the registrant's tuition in full, however SNL Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding SNL Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

Registrant, as an individual person attending a SNL Knowledge Center conference, seminar, or other program, hereby grants permission to the SNL 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 SNL Knowledge Center’s conferences, instructional, and/or marketing activities.

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