AGENDA

We have put together a dynamic agenda to allow for both educational content, wintertime fun while maximizing networking opportunities. The agenda overview is listed below.
 
 

Monday, January 27, 2020

6:30PM - 9:00 PM
Welcome Reception
 
 

Tuesday, January 28, 2020

7:45 - 8:30AM
 
8:30 - 8:45AM
 
8:45 - 9:45AM
 
 
 
 
 
9:45 - 10:00 AM
 
 
10:00 - 11:00AM
 
 
 
 
 
11:00 - 11:30AM
 
 
11:30 AM - 12:30PM
 
12:00 - 3:30PM
 
3:30 - 5:30PM
 
5:30 - 9:30PM
 
Breakfast
 
Welcome & Introductions
 
Keynote Address: All in Culture
From a study of more than 300,000-working adults, New York Times bestselling author Adrian Gostick will illustrate how high-performance organizations build winning cultures by engaging, enabling and energizing their people.
 
Networking Break
 
 
State of the Industry
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
 
Educational Session
 
 
Lunch
 
Recreational Ski Activities
 
Apres Ski/Cocktail Hour
 
Offsite Dinner Event
 
 
 
 
Presented by Adrian Gostick, #1 bestselling leadership author
 
 
 
 
 
 
Presented by John Wepler, MarshBerry CEO & Chairman
 
 
 
Presented by BankDirect Capital Finance
 
 
 
 
 
 
 
Sponsored by BankDirect
 

Wednesday, January 29, 2020

7:45 - 8:30AM
 
8:30 - 9:15AM
 
 
 
 
 
 
 
 
9:15 - 9:30AM
 
9:30 - 10:00AM
 
 
 
 
 
 
10:00 - 10:30AM
 
 
 
 
 
10:30 - 10:45AM
 
10:45 - 11:30AM
 
 
 
 
 
11:30 AM
 
11:30 - 12:30PM
 
12:30 - 3:30PM
 
3:30 - 5:30PM
 
5:30 - 9:30PM
 
Breakfast
 
Welcome
 
Culture & High Performance: Can They Co-Exist?
MarshBerry explores results from its proprietary research initiative with specialty distributors to determine if larger firms, with multiple programs, have figured out a way to bridge culture with high performance and if smaller firms see the same challenges and how they approach the situation.
 
Networking Break
 
The Keys to Building a High-Performance Culture
Achieving sustainable growth requires commitment from the entire company to build a culture that can adapt to ongoing changes in a competitive environment. What benchmarks can your firm institute to overcome economic challenges and capitalize on new opportunities?
 
The Ebb & Flow of Merger & Acquisition (M&A) Trends
A lot has changed but much still remains the same. We’ll discuss the ebbs and flows of the current M&A environment and how everyone has more than the same two historic options.
 
Networking Break
 
Fireside Chat with Peter Wilson - CEO, Axis Capital P&C Worldwide
MarshBerry sits down with the CEO of AXIS Capital to learn how his organization’s culture drives creativity and innovation in the workplace.
 
Summit Wrap Up
 
Lunch
 
Recreational Ski Activities
 
Apres Ski/Cocktail Hour
 
Sponsor Dine Around
 
 
 
Presented by Gerard Vecchio, MarshBerry Senior Vice President
 
 
 
 
 
 
 
 
Presented by Chad Morgan, MarshBerry Vice President
 
 
 
 
 
Presented by George Bucur, MarshBerry Vice President
 
 
 
 
 
 
Moderated by Gerard Vecchio, MarshBerry Senior Vice President
 
 
 
 
 
 
 
 
 
 
 
Dinner on Own