AGENDA
MORNING AGENDA: Mergers & Acquisitions Emerging Trends
8:00 AM |
Breakfast |
9:00 AM |
Welcome & Introductions
Presented by Eric Hallinan, MarshBerry Managing Director
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9:15 AM |
State of the Industry: Elevate Your Value Proposition in a Changing Market
As the insurance industry evolves, staying competitive requires more than just keeping up with trends—it demands a compelling value proposition that resonates with clients and partners. Join Phil Trem, MarshBerry President – Financial Advisory, for a deep dive into the current state of the industry, exploring key market dynamics, emerging challenges, and growth opportunities. Discover actionable strategies to refine your value proposition, differentiate your business, and strengthen your position in a rapidly changing landscape. Presented by Phil Trem, MarshBerry President - Financial Advisory
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10:15 AM |
Networking Break
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10:30 AM |
Navigating the Future: Key Trends in the Insurance M&A Market
The insurance merger & acquisition (M&A) landscape is evolving, with shifting market dynamics, innovative deal structures, and new strategies for maximizing value. During this session, Eric Hallinan, MarshBerry Managing Director, provides an in-depth update on the current state of the insurance M&A market, exploring key valuation drivers and emerging trends. Gain expert insights on structuring deals to align with strategic goals and learn actionable approaches to unlock the full potential of your business in a transaction. Whether you're planning for growth, succession, or strategic repositioning, this session equips you with the knowledge to navigate the complexities of today’s M&A environment.
Presented by Eric Hallinan, MarshBerry Managing Director
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11:20 AM |
Strategic Perspectives: Insights from Insurance Buyers Shaping the Market
Gain exclusive insights into the strategies and priorities of leading insurance buyers in today’s dynamic market. This panel brings together top strategic acquirers to discuss their approach to identifying opportunities, evaluating potential partners, and driving growth through acquisitions. Learn what they value most in target companies, how they navigate deal complexities, and the trends shaping their decisions. Whether you’re considering a transaction or looking to enhance your market position, this session offers actionable insights directly from the experts shaping the future of the insurance industry. Moderated by Phil Trem, MarshBerry President - Financial Advisory
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12:00 PM |
Lunch |
AFTERNOON AGENDA: Organic Growth Strategies for Increased Profitability
1:00 PM |
Carrier Insights: A Fireside Chat on Navigating the Future of Insurance
Join Keith Captain, FirstChoice President, for an exclusive fireside chat with top insurance carrier executives, offering a candid look into the challenges, opportunities, and strategies shaping the industry. This engaging discussion explores key topics such as market trends, innovation, risk management, and the evolving role of carriers in the broader insurance ecosystem. Gain valuable perspectives on how carriers are adapting to a dynamic environment and what it means for agents and brokers. Presented by Keith Captain, President - FirstChoice, a MarshBerry Company
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1:45 PM |
State of the Insurance Agency: Leveraging Data to Drive Organic Growth
Explore the current state of the insurance agency landscape in this data-driven session focused on trends, challenges, and opportunities shaping the industry. Brooke Liu, MarshBerry Senior Vice President, dives into key performance metrics, market dynamics, and innovative strategies that agencies are using to achieve sustainable organic growth. Discover how leveraging data and analytics can optimize operations, enhance client relationships, and position your agency for long-term success in an increasingly competitive market while driving measurable results. Presented by Brooke Liu, MarshBerry Senior Vice President
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2:15 PM |
Networking Break |
2:30 PM |
Producer Success Strategies: Best Practices and Building a Culture of Accountability
Empowering producers to thrive is essential for driving agency growth and profitability. Join Don Folino, MarshBerry Vice President, as he explores proven best practices for producer performance, from prospecting and pipeline management to client retention and sales execution. Learn how to foster a culture of accountability that motivates producers, aligns team goals, and ensures consistent results. Gain actionable insights on setting clear expectations, tracking key performance indicators, and coaching a high-performing team for success.
Presented by Don Folino, MarshBerry Vice President
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3:00 PM |
Strategic Planning: Embedding Success at the Core of Your Business
A solid strategic plan is more than just a document—it's the foundation for long-term growth and success. Tommy McDonald, MarshBerry Managing Director, guides you through the process of creating a strategic plan that is deeply integrated into the core of your business. Explore practical ways to embed strategic planning into daily operations, ensuring that it becomes a living, adaptable framework that evolves with your business. Whether you're refining your existing plan or starting from scratch, you’ll have the tools to ensure your strategy is actionable, measurable, and impactful.
Presented by Tommy McDonald, MarshBerry Managing Director
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3:30 PM |
Key Takeaways & Q&A
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
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4:00 PM |
Wrap Up
Presented by Eric Hallinan, MarshBerry Managing Director
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4:15 PM |
Networking Cocktail Reception |
