FREQUENTLY ASKED QUESTIONS

WHO IS MARSHBERRY?

MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.

WHAT IS THE COST TO ATTEND THE SEMINAR?

$1,695 is the full cost of registration. Early bird discounts are available to those who register before September 30.

WHAT IS THE DRESS CODE?

Business professional attire is requested.

ARE REGISTRATIONS TRANSFERABLE?

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

ARE DISCOUNTED HOTEL ROOMS AVAILABLE?

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

EVENT REGISTRATION TERMS & CONDITIONS:

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.