Morning - Afternoon

Arrivals

6:30 PM - 7:30 PM

7:00 AM - 8:00 AM

All-Member Breakfast 

8:00 AM - 9:00 AM

Welcome & State of Membership 

Explore the State of FirstChoice Membership in this forward-looking session. Gain insights into the trends, benchmarks, and key drivers of agency value - from talent and growth diversification to operational scalability as well as how high-performing firms are pulling ahead. Discover how to fully leverage FirstChoice as your strategic ally, using planning, technology, marketing, and training resources to accelerate performance, strengthen your business, and build a clear, sustainable path for long-term growth.

Presented by Keith Captain, President, MarshBerry Networks

9:00 AM - 9:45 AM

State of the Industry 

Explore the forces shaping today’s insurance distribution landscape in this forward-looking session. Uncover key market dynamics, including resilient brokerage valuations, evolving merger & acquisition activity, and strategies for sustainable organic growth. Learn why success in a rapidly changing industry requires a clear, differentiated value proposition and gain actionable insights to strengthen your competitive position, navigate challenges, and capitalize on emerging opportunities.

Presented by Phil Trem, MarshBerry President

10:00 AM - 4:00 PM

10:30 AM

Vision: Charting Your Path Forward

What does the future of your agency look like and which path will you choose to get there? Today’s firms have more options than ever, from internal perpetuation and equity partnerships to strategic sales, or accelerated organic growth. This session will help you evaluate the paths in front of you, align your vision with your goals, and take intentional steps to maximize value, independence, and long-term success.

Presented by Jen McKay, Vice President 

11:30 AM

Strategy: Turn Vision Into Action 

With a clear path in place, the next step is building a strategic action plan to bring it to life. This session focuses on translating vision into structure - aligning business planning, compensation models, and financial readiness. Learn how to effectively fund growth, prioritize investments, and create a disciplined plan that positions your agency for successful execution and long-term value.

1:30 PM

Execution: Accelerate with Intent

In today’s environment, change isn’t linear - it’s compounding. This session explores how targeted, incremental actions (whether adding talent or adopting new technology) can help your agency keep pace with accelerating shifts in AI, capital, talent, and client expectations. Highlights include key findings and benchmarks from MarshBerry’s Technology & Corporate Governance Study to sharpen your competitive advantage.

Presented by Heath Shearon, Vice President, Strategic Relations

2:30 PM 

Assess: Align Your Team to Execute

Do you have the right people in the right roles to deliver on your strategy at speed? Learn how to identify talent gaps, evolve roles, and make the structural adjustments needed to support your future state of Predictable, Profitable Organic Growth (PPOG). By aligning your team with your strategic path, you’ll create the foundation for consistent execution and predictable, profitable organic growth.

Presented by Brooke Liu, Senior Vice President

3:30 PM  

Grow: Sustaining Momentum to Drive Scalable Growth

With your team aligned and execution in motion, the focus shifts to sustaining momentum. Explore how to turn disciplined execution into a scalable, repeatable growth engine that delivers Predictable, Profitable Organic Growth (PPOG). Learn how to move beyond periods of change into a cycle of continuous improvement - building the processes, accountability, and performance culture needed to fuel long-term success.

Presented by Diane Wagner, Vice President, Education & Strategic Relationships

5:00 PM - 9:00 PM

All-Member Dinner Cruise, Sponsored by Progressive

Celebrate the 250th anniversary of the United States while connecting with fellow FirstChoice In Motion Annual Member Conference attendees during a memorable evening on the Odyssey DC. Sponsored by Progressive, this dinner cruise offers unparalleled networking opportunities alongside sunset views of iconic landmarks, including the Washington Monument, Lincoln Memorial, Jefferson Memorial, Kennedy Center, Georgetown waterfront, and the historic bridges spanning the Potomac River.

8:00 AM- 9:00 AM

FirstChoice Agency Technology Council Breakfast Panel 

Discover technologies and trends that are driving growth at FirstChoice member agencies during this panel discussion. Highlights include AI’s growing role in agency operations, creating a tech stack that suits your agency’s needs, and using technology to streamline internal processes.

9:00 AM - 11:00 AM

Regional Roundtables (Members Only)

• Southeast (AL, FL, GA, MS, SC)

• Mid-Atlantic (DC, MD, NC, VA, DE, NJ)

• Northeast (CT, MA, ME, NH, NY, PA, RI, VT)

• South Central (AR, LA, OK, TX)

• Midwest (IL, IN, KY, MI, OH, TN, WI, WV)

• West/Plains (AZ, CA, CO, IA, ID, KS, MN, MO, MT, NE, ND, NM, NV, OR, SD, UT, WA, WY)

11:00 AM - 3:00 PM

• Growth Through Delegation

• Lunch 

• Wellness Keynote

• Closing Activity

• Networking & Pop-Up Shops