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7th Annual SNL Insurance Brokerage Summit - November 2013  -  November 4-5, 2013

12:00 pm

Day One- Monday, November 4

Registration and Lunch 

Hosted by KBW Logo 275px

1:00 pm

Welcome Remarks

Keith Enslow
Associate Director
SNL Knowledge Center
1:10 pm

Keynote Address-Industry Overview

1:45 pm

Current Industry Financial Performance and Outlook

A unique look at industry performance, the major hurdles and impacts affecting growth prospects, and a view of the outlook for 2014 and beyond.  

  • How the industry has performed since the economic crisis
  • Impacts to short term and long term growth
  • Outlook for 2014 and beyond
2:45 pm

Networking Break

3:15 pm

Industry Insights from Top Executives

  • Industry outlook from the executive seat
  • Strategies for successful growth
  • Best practices in producer recruitment, retention and training
  • Sales management and infrastructure
4:45 pm

Cocktail Reception

7:45 am

Day Two- Tuesday, November 5

Continental Breakfast

Hosted by


8:15 am


8:30 am

Keynote Address: Industry Update


David L. Eslick
Chairman and CEO
Marsh & McLennan Agency LLC
9:15 am

M&A Growth: Strategies, Trends and Outlook

  • Key elements of a successful deal
  • Strategies for negotiation
  • Current trends and outlooks for M&A
  • What to avoid during the acquisition
  • Best approaches for integration
10:45 am

Networking Break

Sponsored by


11:00 am

Health Insurance and Employee Benefits

  • View of the current environment
  • Major challenges and  obstacles
  • Impact of health regulations
  • Future of health insurance and benefits
12:30 pm


Hosted by 

BMO Logo 250px

1:45 pm

The M&A Marketplace: Activity, Pricing, & Outlook on the Future

During this session we will explore trends in the M&A marketplace, separate the myths from reality when it comes to transaction multiples, deal structures and earn outs, and provide an outlook into the future for both buyers and sellers.


Presented in collaboration with

 Marshberry Logo 150px

2:45 pm

Networking Break

3:00 pm

Inescapable: You will eventually Sell. The future is now for many agency owners.

This session will discuss the pros and cons of various options for perpetuating your agency.  Whether perpetuating internally or externally, we will review how to properly implement your strategy for accurate valuation, sound structure, and a smooth transition process.

Presented in collaboration with

Marshberry Logo 150px

4:00 pm

Conference Concludes

Eric Andersen
CEO, Aon Risk Solutions
Greg Bishop
Partner, Insurance Transaction Services, Williams Mullen
John Butler
Managing Director, Sandler O'Neill + Partners
Philip J. Edmundson
Chairman and CEO, William Gallagher Associates
David L. Eslick
Chairman and CEO, Marsh & McLennan Agency LLC
Jim Gault
Corporate Vice President, President, and CEO Brokerage Services Division, Arthur J. Gallagher
James W. Henderson
CEO, AssuredPartners Inc.
Robert Hilb
President and CEO, The Hilb Group
Rob Lieblein
Executive Vice President, MarshBerry & Company, Inc.
Peter J. Marathas Jr.
Partner, Proskauer
Guy Morrison
President, Strategic Benefit Solutions
David Paul
Partner, ALIRT Insurance Research
Vaughn Stoll
Director of Acquisitions, Brown & Brown, Inc.
Mike Sullivan
EVP and Chief Marketing Officer, Digital Insurance, Inc
Phil Trem
Vice President, MarshBerry & Company, Inc
Michael  Turpin
EVP, National Practice Leader for Healthcare and Employee Benefits, USI Insurance Services

Michael Turpin is an executive vice president at USI Insurance Services, and is responsible for coordinating strategy and product development for USI's national employee benefits division.   He is responsible for 40 retail employee benefit consulting and brokerage offices across the United States and more than $350 million in employee benefit revenue.

Prior to joining USI in 2008, Turpin was the chief executive officer of UnitedHealthcare's Northeast region, its largest in the United States.  He joined the company in early 2006 as president for U.S. key accounts serving small and mid-sized commercial clients across the United States.

Turpin has spent nearly 25 years in the health care industry.  At Johnson & Higgins, he was an employee benefits consultant and benefits leader within Marsh, Mercer and A Foster Higgins Consulting.  He served as national practice leader for employee benefits.  Based in London from 2000-2003, he led Marsh's middle market practice, which spanned 30 countries, and its European e-business teams.  Turpin was elected a member of Marsh Europe SA's Board of Directors, European Executive Committee and Mercer's ICE Executive group. 

John M. Wepler
President, MarshBerry & Company, Inc.
Clark Wormer
Director of M&A, HUB International
Be A Sponsor Download our Sponsorship Guide
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Add your firm to the list of prestigious sponsors for this event.
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Event Date:
November 4-5, 2013
Event Location:
Omni Parker House
60 School Street
Boston, MA, US
Registration Fee:
$1,195 Brokerages $1,495 Non-Brokerages

Your registration includes all conference materials, continental breakfast and lunch both days, plus the evening cocktail reception at the end of Day One. 


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
Past companies who have attended: 

American Family Brokerage, Inc
Aronov Insurance
Arthur J. Gallagher
Beecher Carlson
Bollinger Insurance
BOLT Insurance
Breckenridge Insurance Group
Brown and Brown
Chapman & Chapman
Chubb Group
Confie Seguros
Crump Group
Durham & Bates Agency
HUB International
Hylant Group
Leavitt Group
Marsh & McLennan
McGrath Insurance Group
Norman-Spencer Agency
NorthStar Insurance Services
Ryan Specialty Group
Taylor & Taylor Insurance
The Hilb Group. LLC
Upshaw Insurance Agency Inc
USI Holding Corporation
Vela Insurance Services
Walton Agency
Westfield Insurance
William Gallagher Associates
Event Date:
November 4-5, 2013
Omni Parker House
60 School Street
Boston, MA, US
Lodging is not provided as part of this program; however, accommodations are available at a special rate of $329 per night plus tax. To reserve a room at this rate, please call the hotel directly at  1-800-THE-OMNI and mention the SNL program, or click here. The discounted rate is good through October 11, 2013 or until the block fills, whichever comes first. 

CFA Institute
SNL Knowledge Center is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 8 PD credit hours, as granted by CFA Institute. If you are a CFA Institute member, PD credit for your attendance at this event will be automatically recorded in your PD Diary.
National Association of State Boards of Accountancy
Participants attending the entire program qualify for 9 CPE credit hours (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-Live. SNL Knowledge Center is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 4th Ave N, Ste 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
What is the dress code?
Formal business attire.

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