11th Annual Insurance Brokerage Summit: Sink or Sail

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.


Phil Trem
Senior Vice President
Brad Unger
Vice President
Gerard Vecchio
Senior Vice President
Curt Vondrasek
Vice President, PRC, CIR
John Wepler
Chairman and CEO
Greg Zimmer
Alliant Insurance Services, Inc.

11th Annual Insurance Brokerage Summit: Sink or Sail Agenda

WEDNESDAY, November 8th
11:30 am
Conference Registration and Lunch
1:00 pm
Welcome Remarks
1:05 pm
Setting the Stage
1:20 pm
Keynote Address

Greg Zimmer, President, Alliant Insurance Services, Inc.
2:00 pm
Deal Makers Panel
3:00 pm
Networking Break
3:30 pm
Special Address
4:00 pm
InsurTech Disruptors/Enablers Panel
5:00 pm
Cocktail Reception
THURSDAY, November 9th
8:00 am
Continental Breakfast
8:45 am
Welcome Back
S&P Global Market Intelligence
9:00 am

John Wepler, Chairman and CEO, MarshBerry
10:00 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
11:00 am
Networking Break
11:20 am
Special Address
11:40 am
Talent and Recruiting Panel
12:45 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.


This content-rich, executive conference feature keynotes from industry experts, executive panel discussions, and ample networking opportunities for attendees. Position your company as a market leader by becoming a corporate sponsor of this event. Click here to request more information or contact Brian Hodges at (434) 951-7628 or

Download our Sponsorship Guide

Platinum Sponsors

Madison Capital Funding

Gold Sponsors

Sandler O  

Williams Mullen   BMO Capital Markets

Media Sponsors

Insurance Journal

FAQs and Downloads

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

8 Hours of Continuing Education Credit
As a participant in the CFA Institute Approved-Provider Program, SNL Knowledge Center has determined that this program qualifies for 8 credit hour(s). If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
9 Hours of CPE Credit
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: