MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981, MarshBerry is a global leader in financial advisory and consulting services serving the insurance brokerage and wealth management industries to help clients grow and advance their business strategies. With locations across North America and Europe, MarshBerry market sector expertise includes property and casualty agents & brokers, employee benefit firms and specialty distributors, partners in insurtech, capital markets, and insurance carriers, as well as registered investment advisors, retirement planning and life insurance firms. Clients choose MarshBerry as their trusted advisor for every stage of ownership to help them build, enhance and sustain value through Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory, Debt & Capital Raising, Business Consulting), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions) and Market Intelligence and Performance Benchmarking.

Complete registration pricing:
 
Early Bird: $950
After March 31: $1,450
Vendors: $2,499
 
*An attendee is a representative from a property-casualty insurance agency, employee benefits agency, wholesale agency, or any insurance carriers or reinsurance companies that are active in the insurance space.
**A vendor is an entity that provides services that support these attendees. 

Business casual attire is recommended.

Yes, registrations are transferable to another member of your organization. If you would like to transfer a registration, please contact Mike.Long@MarshBerry.com directly.

Yes, we have partnered with host hotels to provide negotiated hotel rates. For more information on how to book these discounted rooms, please refer to the HOTEL page. Discounted rates are based on hotel availability and reservations must be made by the deadline listed.

These are the terms governing attendance at and participation in the Marsh, Berry & Company, LLC (“MarshBerry”) event for which you are registering (the “Event”). By registering for the Event, you agree that these terms form a binding legal contract between MarshBerry and the registered participant or attendee (“Registrant” or “You”). If You are registering on behalf of another individual, Your registration hereby certifies that such Registrant accepts and agrees to be bound by these terms.

USE OF LIKENESS. The Event is private, intended solely for MarshBerry personnel, invitees and Registrants. By registering for or attending the Event, You acknowledge and agree that MarshBerry (including its designees, contractors and agents) has the right (but not obligation) at the Event to record, film, videotape, photograph, or document Your name, voice, speech, image and/or likeness (“Likeness”) and/or otherwise capture same in or via any media now available or hereafter developed (“Media”) and expressly grant MarshBerry all rights to reproduce, portray, present, distribute, broadcast, use or otherwise disseminate same globally, in perpetuity, without any further approval from or consideration to You. The foregoing grant to MarshBerry includes, but is not limited to, the rights to edit, use, and allow others to use or disseminate such Media. Registrant waives and releases MarshBerry and its licensees, successors and assigns from any claim, demand, cost, loss or liability of any sort related to the Media or use of Registrant’s Likeness.

INTELLECTUAL PROPERTY. Except as otherwise expressly provided, all intellectual property rights (including patent, copyright, trademark, trade secret and publicity rights) in and to the Event, Event content, Media and all information and materials distributed at or in connection with the Event (“Event Content”) are owned by MarshBerry, its licensors, Event sponsors or Event presenters. You may not use, reproduce, distribute, or allow anyone to use, reproduce, or distribute any Event Content for any reason without the prior written permission of MarshBerry. Recording of any kind by Registrants is strictly prohibited during all Event sessions. Those in violation will be required to forfeit the recording and exit the Event.

CONTACT INFORMATION. By submitting Your name, contact and other information in registering for the Event, You agree that MarshBerry may process, store and use such information to conduct the Event and that MarshBerry and sponsoring companies associated with the Event may contact You regarding their services. The names and contact information of Registrants will be placed on the registration list which will be shared with sponsoring companies and all Registrants for the Event.

CODE OF CONDUCT. During your participation in our Events you agree: to act in a way that facilitates a safe and supportive environment. To not harass, offend, discriminate, or threaten anyone with any form of speech or behavior, including but not limited to race, gender, political view, nationality, disability, age, sexual orientation, or any other characteristic protected by applicable federal, state, or local laws and ordinances. To comply with all applicable laws, MarshBerry may remove an individual from an Event if one fails to uphold the Code of Conduct.

CANCELLATION POLICY. Cancellations for the Event are eligible for a full credit or refund of previously-paid registration fees (less a cancellation handling fee) if received at least 10 business days prior to the start of the Event. All registration cancellations must be submitted in writing to Mike.Long@MarshBerry.com before the designated deadline. Cancellations received fewer than 10 business days prior to the start of the Event are not eligible for a refund or credit. You acknowledge and agree that MarshBerry is not liable for any costs incurred by You due to Your registration cancellation. MarshBerry reserves the right to cancel or change Events, including programs, Event Content, speakers or venue at any time. MarshBerry will not be held liable for any costs incurred by Registrant if the Event is cancelled due to inclement weather, faculty cancellation or any force majeure incident. Registrant expressly acknowledges and agrees that MarshBerry will not be liable for any incidental, consequential or other out-of-pocket expenses incurred by the Registrant (including, e.g., for travel) in connection with the Event or cancellation thereof. If you have questions regarding MarshBerry's event refunds or cancellation policy, please call us at 440-354-3230. .