| 03/06/2016 | |
 6:30 pm - 9:00 pm | BANK/TASC Registration & Opening Reception (optional) Join us when you arrive at the Ritz-Carlton. Stop by the registration area to pick up your registration materials, enjoy drinks, appetizers and connect with MarshBerry staff and other BANK and TASC Partners. |
| 03/07/2016 | |
| 7:30 am - 8:00 am | Breakfast |
| 8:00 am - 8:15 am | Opening Presentation Tommy McDonald, Vice President, MarshBerry |
| 8:15 am - 8:45 am | Why Book Transitioning is the Most Important Organic Growth Strategy You Will Employ This Year Nick Kormos, Vice President, MarshBerry Vice President and leader of MarshBerry’s Sales Performance unit, Nick Kormos, will provide an overview of a major problem all BANK/TASC partners are currently experiencing or will shortly: how to transition books of business from retiring producers, terminated producers, producers that leave the firm, or producers at capacity. Nick will be sharing his insight and experience on the why this is a bigger concern this year more than ever. He will share examples of book transition plans that solve the compensation transition, and how you can grow your small business unit and improve cash flow if done correctly: with a plan! |
| 9:00 am - 12:00 pm | Strategic Issues Groups The Strategic Issues Group (SIG) can be described as a board of advisors. Each BANK and TASC Partner is assigned to a SIG with other non-competing agencies and a professional facilitator. Agency owners who participate in the SIG share sales strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a "think tank" group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated. |
| 12:00 pm - 12:45 pm | Lunch |
| 12:45 pm - 1:45 pm | State of the Industry John Wepler, Chairman & CEO, MarshBerry This state of the industry presentation paints a picture of the challenges and opportunities that are likely to present themselves in the upcoming year. Valuable information is covered regarding the current state of the marketplace as well as proprietary research documenting the best practices employed by high growth agencies. |
| 2:00 pm - 5:30 pm | Strategic Issues Groups The Strategic Issues Group (SIG) can be described as a board of advisors. Each BANK and TASC Partner is assigned to a SIG with other non-competing agencies and a professional facilitator. Agency owners who participate in the SIG share sales strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a "think tank" group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated. |
| 6:30 pm - 9:00 pm | Offsite SIG Dinner (optional) |
| 03/08/2016 | |
| 7:30 am - 8:00 am | Breakfast |
| 8:00 am - 9:00 am | Keynote Presentation: The Future in a World of Digitally Defined Objects Shawn DuBravac, Ph.D., Chief Economist and Senior Director of Research, Consumer Technology Association Over a decade ago, consumers began replacing analog consumer electronics with their digital counterparts. We enter 2016 with a suite of devices designed to sense, record and deliver the data points of our everyday existence. Understand how the ‘sensor’ization of virtually all consumer-facing technology products has proven to be a watershed moment in the march toward a digitally defined physical world. |
| 9:00 am - 12:00 pm | Strategic Issues Groups The Strategic Issues Group (SIG) can be described as a board of advisors. Each BANK and TASC Partner is assigned to a SIG with other non-competing agencies and a professional facilitator. Agency owners who participate in the SIG share sales strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a "think tank" group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated. |
| 12:00 pm - 1:00 pm | Working Lunch |
| 1:00 pm - 3:00 pm | Strategic Issues Groups The Strategic Issues Group (SIG) can be described as a board of advisors. Each BANK and TASC Partner is assigned to a SIG with other non-competing agencies and a professional facilitator. Agency owners who participate in the SIG share sales strategies in order to expand thinking, break paradigms and maximize learning from each other. The SIG is a "think tank" group, which is strategic in orientation and serves as a core peer group within which information can be exchanged, accountability implemented and improvement mandated. |
