Featured Speakers

John Wepler Chairman and CEO, MarshBerry John M. Wepler joined Marsh, Berry & Company, Inc. in 1991 and is Chairman and Chief Executive Officer. He is also Chief Executive Officer of MarshBerry Capital, Inc., a wholly-owned FINRA registered Broker/Dealer. John is a vital resource in the areas of organic growth management, valuation enhancement solutions, mergers and acquisitions (M&A), business planning, ownership perpetuation, and financial management. He has extensive knowledge in the area of merger & acquisition advisory, having personally advised on over 170 M&A transactions since joining the firm.

Greg Zimmer President, Alliant Insurance Services, Inc. Greg Zimmer serves as President of Alliant Insurance Services, Inc., and is a member of the company’s board of directors. In conjunction with other members of senior management, Zimmer is responsible for implementing the strategic direction of the firm. He also is responsible for corporate operations and all mergers and acquisitions activity. Prior to joining Alliant in 1998, Zimmer and his partners built a significant financial services firm that ultimately was sold to GMAC, where he served as Senior Vice President. His career also includes corporate finance and venture capital experience while serving as Vice President at Security Pacific, which ultimately merged with Bank of America. Zimmer holds a bachelor’s degree in economics/systems science from the University of California, Los Angeles (UCLA) and a master’s degree from the Anderson Graduate School of Management at UCLA

Joel Wood Senior Vice President, Government Affairs, Council of Insurance Agents and Brokers Joel Wood is in his 23rd year as senior vice president of government affairs for The Council of Insurance Agents & Brokers. Annually dubbed one of the top trade association lobbyists in Washington by “The Hill” magazine, Wood is also a regular contributor to The Council’s award-winning industry publication, Leader’s Edge. Wood spent his early career as assistant vice president of government affairs for the National Association of Professional Insurance Agents and served six years as press secretary and legislative director for Rep. Don Sundquist, R-Tenn.

Statements made by persons who are not S&P Global Market Intelligence employees representtheir own views, and are not necessarily the views of S&P Global Market Intelligence.

The 11th Annual Insurance Brokerage Summit brings together the industry’s leading executives,advisors and analysts for an informed discussion of strategic planning, growth and the outlook for theinsurance distribution marketplace.

Our goal is to help you develop a clearer understanding of the current marketplace and where toanticipate potential growth. Expect to gain actionable knowledge that will inform your strategic planand business objectives. And as always, the networking opportunities are exceptional, allowing you tomix freely with agency owners, strategic executives at carriers, financiers, and brokerage consultants.

Sink or Sail 11th Annual Insurance Brokerage Summit produced with

November 8-9, 2017MGM National Harbor,Oxon Hill, MD

212 7th St NE Charlottesville, VA 22902

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

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PERMIT NO. 381

11th Annual Insurance Brokerage Summit

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November 8-9, 2017 | MGM National Harbor, Oxon Hill, MD

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11th Annual Insurance Brokerage Summit

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Day One — Wednesday, November 8th 11:30 a.m. Conference Registration and Lunch

1:00 p.m. Opening Remarks

1:05 p.m. Sink or Sail

1:20 p.m. Keynote: Greg Zimmer, President, Alliant Insurance Services, Inc.

2:00 p.m. Deal Makers Panel - Current trends and outlooks for M&A - Key elements of a successful deal - When to walk away from the deal - Strategies for negotiation

3:00 p.m. Networking Break

3:30 p.m. Special Address: Joel Wood, Senior Vice President, Government Affairs, Council of Insurance Agents & Brokers

4:00 p.m. InsurTech Disruptors/Enablers Panel - Strategies to use technology to enable ideas - Potential market disruptions - InsurTech’s impact on M&A

5:00 p.m. Cocktail Reception

“If you are involved on either side of an insurance agency acquisition, there is a wealth of information and contacts to be gained here.”— President, insurance agency

Agenda

11th Annual Insurance Brokerage Summit

Agenda is subject to change. Please check online for updates: spglobal.com\ib

Day Two — Thursday, November 9th 8:00 a.m. Continental Breakfast

8:45 a.m. Welcome Back

8:50 a.m. Sink or Sail, Continued

9:00 a.m. Keynote: John Wepler, Chairman and CEO, MarshBerry

10:00 a.m. 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

11:00 a.m. Networking Break

11:25 a.m. Special Address: Bill Kindorf, Managing Director and Group Head, Insurance and Financial Services, Madison Capital Funding

11:45 a.m. Talent and Recruiting Panel - Discussion of the state of the market - Strategies to position for future success - The impact of InsurTech on talent acquisition - Outlook on the agency of the future

12:45 p.m. Program Concludes / Lunch

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Essentials

Sponsors

When and WhereNovember 8-9, 2017MGM National HarborOxon Hill, MD

How to Registerspglobal.com/ib(888) 991-7786

Professional Development CreditsCFA Institute: up to 8 hoursNational Association of State Boards ofAccountancy: up to 9 hours

Pricing$1,195 Brokerages$1,495 Non-Brokerages

Your registration includes all conferencematerials, continental breakfast on Day Twoand lunch both days, plus the evening cocktailreception at the end of Day One.

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For sponsorship opportunities and group discounts, contact Tom Sours at tom.sours@spglobal.com or 434-951-4401

Platinum

Gold

Media

“Great conference. Great speakers. Nice mix of principals and intermediaries. Good presence of CEOs and mix

of large and small brokers. High quality content.”

— Managing director, broker-dealer firm