This year has brought plenty of challenges that have attempted to interrupt the insurance business. MarshBerry believes the insurance industry is one of the most resilient industries in the world.
There's no better time to regain or accelerate your MOMENTUM than the Fall Connect Summit.

Reserve your virtual seat for the summit! Registration is now open for key stakeholders and decision-makers from Connect Member firms.


Not sure what track you are on? Click here to view a list of all Connect SIGs!


2:00 PM - 5:00 PM
Blue Track
Strategic Issues Groups (SIGs)


11:00 AM - 2:00 PM
Blue Track
Strategic Issues Groups (SIGs)


11:00 AM - 12:30 PM
Keynote Presentation by Brian Beaulieu, ITR Economics

Brian Beaulieu, CEO and Chief Economist of ITR Economics takes center stage to deliver the keynote presentation. There are a multitude of forces acting upon all of us as we head toward the end of 2020 and these same forces will shape much of what happens in 2021 and beyond. COVID-19, consumer activity, business decisions, financial markets, fiscal stimulus, monetary stimulus, and politics are coming together to create trends and uncertainty to an extent many of us have never experienced before. Brian will break it down, objectively look at the numbers and trends, and present what it is likely to mean for the economy, MarshBerry, and member firms.

2:00 PM - 3:30 PM
State of the Industry &
Max Performer Awards Presentation

The afternoon begins with the announcement and presentation of the prestigious Max Performer Award followed by MarshBerry's own Chairman & CEO, John Wepler on the Main Stage. Enjoy a front row seat as John shares his much-coveted perspective and insight on the current state of the Insurance Brokerage marketplace and highlights best practices employed by high-growth agencies.


2:00 PM - 5:00 PM
Orange Track
Strategic Issues Groups (SIGs)


11:00 AM - 2:00 PM
Orange Track
Strategic Issues Groups (SIGs)

All times listed are in Eastern Standard Time

September 21 - September 25

Click on titles below for more information on each session.

HORAN is using data and analytics to adapt to the ever-changing Employee Benefits marketplace. Tommy McDonald, Vice President – MarshBerry, interviews Valerie Bogdan-Powers, President - HORAN, and Mike Lakin, Vice President of New Business Development - HORAN, on how their firm is using this information to drive growth.

Based in Houston, TX, Insgroup, Inc., reinforces sales team behavior and improves the 'artistic' nature of sales skills for a better consultative approach. Frank Cox, Vice President – MarshBerry, interviews Ryan Shinkle, Executive Vice President – Insgroup, about how their team is creating a clear vision for growth and how that plays into building sales momentum.

Risman Insurance, located in Medford, MA, is using debt, along with internal cash flow and savings to complete acquisitions and grow their firm. Join Gerard Vecchio, Executive Vice President – MarshBerry, and Henry Risman, Owner – Risman Insurance, to learn more about his thoughts on the optimal amount of leverage in a transaction that provides a greater ROI – and the ability to sleep at night.

Like most firms, you likely make an annual strategic plan and identify growth goals. But, have you ever strategized on creating an acquisition pipeline? Join Bob Hilb, Chief Partnership Officer - The Plexus Groupe, as he discusses with MarshBerry’s Financial Advisory President, Phil Trem, how their firm identifies potential partners, how they’re enhancing their ability to complete acquisitions, and how they’re driving momentum for a robust pipeline. 

Bob Wasserman of TrueNorth shares his insights with David Soforenko, MarshBerry EVP.  As Practice Leader for Small Business and Personal Lines, Bob elaborates on TrueNorth's strategy of an institutionalized customer experience, growth and carrier alignment, and managing this complex book of clients. Learn more from this best in class firm on ways to implement and execute key fundamentals for consistent performance.


*Marsh, Berry & Co., Inc. and its affiliates are not affiliated with any Strategic Partner of this event.