Schedule

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Location: Downtown Chicago

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Location: Downtown Chicago

In his keynote address, innovator and icon Patrick Ryan will discuss his journey from businessman and entrepreneur to one of the most recognized names in insurance.

  • What principles have guided the path to global success?
  • What has inspired continued excellence and growth over the years?
  • How can insurance professionals adapt and innovate to bring real value to their clients? 

Patrick G. Ryan, Founder, Chairman & CEO, Ryan Specialty Group

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Location: Downtown Chicago

In today’s environment, you are confronted with the commoditization of insurance coverages, insure-techs disrupting the distribution chain, and suppliers continuing to drop pricing to gain market share. Tangram will present a strategy to combat these challenges and offer undeniable value to your clients:

  • Be a specialized broker in a specific niche
  • Possess tools to demonstrate your value beyond a single transaction
  • Design a pitch that inspires your prospects to say “tell me more”

Tracy Bernard, SVP of Strategy and Program Development, Tangram Insurance Services

Rekha Schipper, President & CEO, Tangram Insurance Services

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Location: Downtown Chicago

Connect with attendees and schedule personal meetings during an hour-long leadership exchange. Using our dedicated event app, can create a personal schedule of meaningful connections.

  • Browse attendees and schedule 10-minute speed date style meetings during the Exchange Session
  • During this hour-long break, network and enjoy refreshments
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Location: Downtown Chicago

As a leader you must maintain the path to profitability, no matter the market conditions. From strategies for generating an active agency pipeline, to maximizing cost efficiencies with the support of new regulations, experts will overview proven leadership methods for managing toward success in even the most challenging of markets.

  • What strategies drive business development initiatives in a soft market?
  • How are new regulations encouraging greater cost efficiencies management should be maximizing?
  • How can you manage your team toward growth, from lead generation to new product development?

Moderator:

Dan Girardi, CVA, CPCU, Director of Acquisitions, BroadStreet Partners

Panelist:

Mark Lee, Managing Director, Higginbotham

David Estrada, Founder and Managing Director, Rainmaker Advisory

Bryant Steele, Associate Vice President and Managing Director, Burns & Wilcox

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Location: Downtown Chicago

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Location: Downtown Chicago

As the insurance market evolves, brokers and agents must offer innovative coverage solutions to their clients. Join experts from AmWINS, the largest independent wholesale distributor of specialty insurance products in the United States, for a one-on-one discussion of how tapping E &S lines will give you a competitive edge in a disrupted market.

  • Discover the properties of best-in-class E & S solutions and how you can implement them
  • Learn how shopping the wholesale market can lead to greater profitability
  • Explore risk areas best suited to E & S options and how to know what is right for your clients

Tony Gresham, President, Access Division , AmWINS Group, Inc.

Brianna Boehm, Vice President, Property, AmWINS Brokerage of the Midwest

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Location: Downtown Chicago

The value of your agency is established well before the point of sale. Uncover the best practices for increasing valuation, and assessing if a merger, acquisition, consolidation or sale is right for the business you built and the bottom line you’ve worked toward.

  • Discover how the value of a book of business is accurately assessed
  • What must be considered to create a sound succession plan?
  • How can independent agencies combat the mega-buyer trend and have a clean exit upon sale?

Rick Dennen, Founder, President & CEO, Oak Street Funding

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Location: Downtown Chicago

If time is money, why let outdated systems and platforms slow your business down? Discover the benefits of today’s leading automation and management technologies designed for top efficiency and profitability.

  • What are the most inefficient agency functions and what technologies are available to take them over?
  • How can insurance professionals use automated marketing services to generate leads and establish a digital presence?
  • What do brokers need to understand about insurance technologies in order to grow?

Kristin Hackney, Executive Vice President of Customer Experience at Applied Systems

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Location: Downtown Chicago

Connect with attendees and schedule personal meetings during a 30-minute leadership exchange session. Using our dedicated event app, create a personal schedule of meaningful connections

  • Browse attendees and schedule 10-min speed date style meetings during the Exchange Session
  • During this hour-long break, network and enjoy refreshments
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Location: Downtown Chicago

Attracting and retaining the next generation of top insurance professionals is a key to sustained success. Discover strategies for appealing to and retaining the industry’s rising stars for a future of continued growth.

  • What initiatives are most effective in recruiting fresh talent?
  • What do the next generation of insurance professionals look for in a prospective workplace? 
  • How can insurance professionals invest in the next generation of producers in order to continue the industry’s growth?

Moderator:

Kevin Maher, Senior Underwriter, Canopius

Panelists:

Patrick Costello, Principal, Evolve

Kyle Samuel, CIC, President M&T Insurance Agency & Senior Vice President M&T Bank

Jeff Gipson, President, The James Allen Companies

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Location: Downtown Chicago

Get Ready For

Leadership Exchange

6 June, 2019