This state of the industry presentation paints a picture of the challenges and opportunities that are likely to present themselves in the upcoming year. Valuable information is covered regarding the current state of the marketplace as well as proprietary research documenting the best practices employed by high growth agencies.
Grand Ballroom (Lower Level)
The Ritz-Carlton, Atlanta 181 Peachtree Street Northeast Atlanta, Georgia 30303 United States
John Wepler - Chairman & CEO, MarshBerry
John M. Wepler joined Marsh, Berry & Company, Inc. in 1991 and is Chairman, Chief Executive Officer, and the largest shareholder. He is also Chief Executive Officer of MarshBerry Capital, Inc., a wholly-owned FINRA registered Broker/Dealer. John is a vital resource in the areas of organic growth management, valuation enhancement solutions, mergers and acquisitions (M&A), business planning, ownership perpetuation, and financial management. He has extensive knowledge in the area of merger & acquisition advisory, having personally advised on over 157 M&A transactions since joining the firm.
John is a frequent keynote speaker at national conferences, agent association meetings, insurance carrier elite meetings, and executive leadership forums, including Chubb Wharton Executive Leadership Training, Selective Executive Symposiums, Bank Director Magazine investment banking conferences, SNL Financial investment banking training workshops and CIAB (Council of Insurance Agents & Brokers) conferences. He has written articles for leading insurance publications, including SNL Securities, Best’s Review, American Agent & Broker, National Underwriter, and M&A Scoreboard Magazine.
He is an advisor to the Board for the WBN (Worldwide Broker Network), an advisor to the Board of the DVIC (Disabled Veterans Insurance Careers), serves on the Board of Governors of the Insurance Industry Charitable Foundation (IICF), and is the Chairman of the Board of the Midwest Division of the IICF. John is also a prior board member of the Independent Insurance Agents & Brokers of New York (IIABNY). In addition, John held a board seat with the ABIA American Bankers Insurance Association (ABIA) for 10 years.
John currently maintains the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc. He holds a bachelor’s degree in finance from Ohio University and a master’s degree in business administration from Kent State University.