11th Annual Insurance Brokerage Summit

Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence

In partnership with:


The 11th Annual Insurance Brokerage Summit, in partnership with MarshBerry, brings together top industry executives, advisors and analysts for an open and informed discussion of strategic planning, growth, and the outlook for M&A in the insurance distribution marketplace.

Our goal is to provide tools to attendees to help you understand the current marketplace and identify areas of potential growth. The networking opportunities are unparalleled, allowing you to mix freely with agency owners, strategic executives at carriers, financiers, and brokerage consultants.

11th Annual Insurance Brokerage Summit Agenda

WEDNESDAY, November 8th
Below is the 2016 agenda. We are currently working on this year's agenda. Please check back for updates
11:30 am
Conference Registration and Lunch
01:00 pm
Welcome Remarks

Shawn M. Ryan, CFA
Senior Director, S&P Global Market Intelligence

01:10 pm
Keynote Address: Industry Overview
Joel Wood, Senior Vice President, Government Affairs, Council of Insurance Agents and Brokers
02:00 pm
Deal Makers Panel

Topics include: Current trends and outlooks for M&A, key elements of a successful deal, when to walk away from the deal, strategies for negotiation, how to assess the target profile

Panel Speakers

  • • Adam Favale, SVP, Director of Development for Mergers, NFP
  • • Phil Trem (Moderator), Senior Vice President, MarshBerry & Company, Inc
  • • Jay Grevers, Vice President of Corporate Development, AssuredPartners, Inc
  • • Clark Wormer, Director of M&A, HUB International
02:50 pm
Networking Break
03:20 pm
Special Address
Sarah Ferman, Head of Government Relations, American Bankers Association
03:55 pm
Employee Benefits Panel
  • • View of the current environment
  • • Major challenges and obstacles
  • • Impacts of health regulations
  • • Future of health insurance and benefits

Panel Speakers

  • • Tom Hayes, Regions Insurance Group, National Practice Leader
  • • Ken Huber, Senior Vice President, Employee Benefits, PSA Financial
  • • Tom McDonald (Moderator), Vice President MarshBerry
  • • Kevin Overbey, Senior Vice President, Employee Benefits Group, Alliant Insurance Services
  • • John A. Turner, President and CEO, Corporate Synergies Group
05:00 pm
Cocktail Reception
THURSDAY, November 9th
07:45 am
Continental Breakfast
08:30 am
Welcome Remarks
Wayne Dalton, Senior Product Manager, S&P Global Market Intelligence
08:45 am
Keynote Address
John Wepler, Chairman and CEO, MarshBerry
09:30 am
Strategies and Outlooks from Top Executives
  • • Strategies for successful growth
  • • Organic vs M&A growth
  • • Industry outlook from the executive seat
  • • Internal and external drivers to achieving growth

Panel Speakers

  • • David L. Eslick, Chairman and CEO, Marsh & McLennan Agency LLC
  • • Robert Hilb, Chief Executive Officer, The Hilb Group
  • • Rick Miley, Chief Executive Officer, BroadStreet Partners, Inc.
  • • John Wepler (Moderator), Chairman and CEO, MarshBerry
  • • Gregory L. Williams, Chief Executive Officer, Acrisure, LLC
10:30 am
Networking Break
11:00 am
Special Address
Bill Kindorf, Managing Director and Group Head, Insurance & Financial Services, Madison Capital Funding
11:20 am
Panel: Trials and Tribulations of a Transaction
  • • Unknowns that arise when selling an insurance brokerage
  • • Top surprises when reviewing contracts
  • • Perspective on offering an employee agreement
  • • Indemnification trends within purchase agreements

Panel Speakers

  • • Greg Bishop (Moderator), Partner, Insurance Transaction Services, Williams Mullen
  • • John Butler, Managing Director, Sandler O'Neill + Partners
  • • Jerry Hanner, Vice President and Deputy General Counsel, Arthur J Gallagher & Co.
  • • John Vaglica, Chief Financial Officer, Risk Strategies Company
  • • Chuck Welsh, Principal, ACCEL Law Group
12:15 pm
Program Concludes & Lunch

Insurance Brokers $1,195

All others $1,495


Event location

MGM National Harbor
101 MGM National Avenue
National Harbor, MD 20745
+1 (844) 646-6847

A block of rooms have been reserved at the MGM National Harbor for the discounted rate of $269 per night, exclusive of taxes and fees. This rate is available through October 10, 2017, or until the room block is filled. Please call the MGM National Harbor at 844-346-4664 and mention the Insurance Brokerage Summit to reserve your room.

For speaking opportunities please contact the Program Manager, Angie Shelton at or call (804) 421-6801.
​For sponsorship opportunities please call (434) 951-7628.


Platinum Sponsors

Madison Capital Funding

Gold Sponsors

Sandler O  Williams Mullen

Media Sponsors

Insurance Journal

FAQs and Downloads

2016 Insurance Brokerage Summit Brochure

Who Attends?

  • Public and bank-owned broker executives
  • Independent agency executives
  • Finance and corporate development professionals at insurance brokers and insurance carriers
  • Private equity investors
  • Investment banking, legal and consulting advisors
  • Asset managers and sector analysts
  • Professionals in charge of sales and distribution strategy and operations at insurance carriers

What is the dress code?

Formal business attire.

What are the terms of registration?

Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit.

Attendee substitutions from the same company may be made at any time.

In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee. "No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

Registrant, as an individual person attending a Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.

Continuing Education Credits

Up to 8 credit hours
The Knowledge Center is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 8 CE credit hours as granted by CFA Institute If you are a CFA Institute member, CE credit for your attendance at this event will be automatically recorded in your CE Diary upon request.
Up to 9 credit hours
Participants who complete this program qualify for 9 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-Live. The Knowledge Center is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 4th Ave N, Ste 700, Nashville, TN, 37219-2417. Website: