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, MarshBerry 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.

Presented by Scott Kegler, MarshBerry Senior Vice President 

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, FirstChoice 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, MarshBerry 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, FirstChoice 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

Process Before Purchase: Building the Foundation for Smarter Technology Decisions 

Before investing in new technology, automation, or AI, agencies need a clear understanding of the processes that drive their business. Join members of the FirstChoice Technology Council for a candid discussion on how successful agencies have documented workflows, secured team buy-in, identified operational bottlenecks, and built a roadmap for smarter technology decisions.

Featuring:

• Jeff Pireu, CEO & Co-Founder, Scioto Insurance Group
• Joseph “JJ” Johnson, Chief Operating Officer, Sizemore Insurance
• Josh Strange, Vice President, COO, Gerber Insurance

Panelists will share real-world experiences from their agencies, including how they evaluated processes, prioritized challenges, and selected technologies that delivered measurable results. Learn what they would do differently if starting today, their perspectives on the agency of the future, and practical advice for agencies just beginning or refining their technology journey.

Attendees will receive access to a technology and operational assessment toolkit designed to help agencies inventory key workflows, identify inefficiencies, uncover automation opportunities, and create a technology strategy aligned with their business goals.

Whether you're feeling overwhelmed by the pace of technological change or actively planning your next investment, this session will provide a practical framework for moving forward with confidence.

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

11:00 AM - 11:30 AM

11:30 AM - 12:30 PM

The Art of Letting Go: How Strategic Delegation Elevates Leadership

Join Brooke Liu, MarshBerry Senior Vice President, for an empowering keynote on the leadership skill many overlook: effective delegation. In The Art of Letting Go, Brooke explores how strategic delegation builds trust, strengthens teams, and frees leaders to focus on what truly matters. Learn practical ways to identify what to delegate, to whom, and how to maintain accountability—without micromanaging. A powerful session for any leader ready to grow themselves and their teams.

Presented by Brooke Liu, MarshBerry Senior Vice President

12:30 PM - 1:30 PM

1:30 PM - 2:15 PM

Avoiding Burnout: A Woman's Guide to Building Resilience in a Busy World

In today’s fast-paced world, burnout has become an increasingly common challenge, especially for women balancing professional, personal, and caregiving responsibilities. Join Kelly Schlater, Be Well Solutions, where she explores how to recognize the signs of burnout, understand its unique impact on women, and build practical resilience strategies that promote well-being, sustainable balance, and long-term success.

Presented by Kelly Schlather, Be Well Solutions

2:15 PM - 2:25 PM

About the Brem Foundation to Defeat Breast Cancer

Presented by Clare Dougherty, Brem Foundation CEO

2:25 PM - 3:00 PM