MORNING AGENDA: Merger & Acquisition Emerging Trends

8:00 AM
Breakfast

9:00 AM
Welcome & Introductions
Presented by Eric Hallinan, MarshBerry Managing Director – Financial Advisory

9:15 AM
Unveiling the Current Landscape: State of the Industry                                                                           

Step into the heart of the insurance industry’s present landscape as this session offers a comprehensive overview of the prevailing trends, challenges, and transformative forces shaping the sector in 2024.

Presented by Phil Trem, MarshBerry President – Financial Advisory

10:00 AM
Achieving Success in Today’s M&A Market: Strategies for Thriving as a Buyer, Seller, or Spectator

In the fast-paced realm of mergers and acquisitions (M&A), adapting and thriving amid constant changes is paramount. During this session, you’ll understand the strategies and insights needed to excel in the dynamic landscape of today’s M&A market including the current M&A climate, evolving trends, challenges, and opportunities that will continue to shape the market in 2024.

Presented by Eric Hallinan, MarshBerry Managing Director – Financial Advisory

10:30 AM
Networking Break

10:45 AM
Insights from the Buyer’s Perspective: Insurance Firm Acquisitions

Join industry-leading insurance brokerage active buyers as they share their invaluable insights, experiences, and best practices in navigating how they acquire insurance firms in today’s marketplace. Each city-specific panel will offer their perspective on the intricacies, strategies, and challenges involved in M&A transactions.

Moderated by Phil Trem, MarshBerry President – Financial Advisory
 

Chicago, IL

  • Trevor Baldwin, President & CEO, Baldwin Risk Partners
  • Clark Wormer, Managing Director – M&A, Hub International Limited
  • John Hester, EVP & Chief Acquisition and Digital Strategy Officer, INSURICA

Las Vegas, NV

  • Rob Lieblein, Chief Development Officer, Alera
  • Jen Sevilla, Head of M&A, Inszone
  • Stephen Farr, EVP & Director of Development of M&A, Alliant

11:45 PM

Lunch

AFTERNOON AGENDA: Organic Growth Strategies for Increased Profitability

1:00 PM
State of the Agency: Driving Robust Growth for Insurance Agencies

Thriving agencies must continually adapt to emerging trends, technologies, and customer expectations. How should a firm adapt and change as it hits meaningful growth milestones? Attendees will gain actionable insights, case studies, and practical advice to fuel growth, drive innovation, and remain competitive in 2024.

Presented by Brooke Lugonjic Liu, MarshBerry Senior Vice President – Growth Advisory

1:45 PM
Networking Break

1:50 PM
Adapting to Evolution: Navigating the Changing Carrier Landscape

The carrier landscape within the insurance industry is undergoing transformative shifts driven by technological advancements, changing consumer behaviors, and evolving market dynamics. Each 360 Forum event offers a unique panel of carrier representatives and other industry experts to provide their thoughts on the current state and future direction of carriers, as well as the challenges, innovations, and strategies shaping their evolution.

Presented by Keith Captain, MarshBerry President – FirstChoice

2:30 PM
Networking Break

2:45 PM
Creating Strategic Alignment with Incentive Compensation Strategies

Has your compensation plan in the insurance industry kept up with these changes? It has become critical to offer both traditional, short-term incentives and compensation plans in connection with strategic, long-term incentives that drive alignment toward predictable, profitable growth. Attendees will gain actionable insights, practical strategies, and guidance to develop and implement incentive programs that drive performance and foster a culture of excellence.

Presented by Tommy McDonald, MarshBerry Director – Financial Advisory

3:15 PM
Empowering Producers for Success: Setting the Stage for High-Performance

How are you arming your producers with the tools, insights and strategies necessary to help them unlock their potential? This session will help you provide the practical tools, actionable steps, and a renewed perspective to elevate the performance of your producers and drive success in the insurance industry. .

Presented by Don Folino, MarshBerry Vice President – Growth Advisory

3:45 PM
A Blueprint for Sustainable Success: Planning for Growth

While new business organic growth is critical to success, how can your firm incorporate other growth? In this session, learn how to build a blueprint that builds upon the details of traditional new business growth and is inclusive of M&A, rate and exposure trends, account-rounding tactics, and other key strategies.

Presented by Eric Hallinan, MarshBerry Managing Director – Financial Advisory and Tommy McDonald, MarshBerry Director – Financial Advisory

4:15 PM
Wrap Up : Key Takeaways from the Day
Presented by Eric Hallinan, MarshBerry Managing Director – Financial Advisory

4:30 PM

Networking Cocktail Reception