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.


David Bauer
Arthur J. Gallagher & Co.
Vice President, Mergers & Acquisitions - NorthEast Region
Greg Bishop
Williams Mullen
Partner, Insurance Transaction Services
Deborah Bubp
Vice President Talent Management
John Butler
Sandler O’Neill + Partners
Mike Christian
Risk Strategies Company
Chief Executive Officer
Mark Dorn
David Corp
Chief Executive Officer
Adam Favale
Senior Vice President Mergers and Acquisitions
Len Gemma
Lockton Companies
Chief Operating Officer
Rob Lieblein
Alera Group
Chief Development Officer
Larry Lineker
HUB International
Executive Vice President
Bill Kindorf
Madison Capital Funding
Managing Director and Group Head, Insurance and Financial Services
Mary Beth Sullivan
Huntington Insurance
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
Sharon Werner
Marsh & McLennan Agency
Chief Human Resources Officer
Joel Wood
Council of Insurance Agents and Brokers
Senior Vice President, Government Affairs
Greg Zimmer
Alliant Insurance Services, Inc.

11th Annual Insurance Brokerage Summit: Sink or Sail Agenda

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Download our Sponsorship Guide

Platinum Sponsors

Madison Capital Funding

Gold Sponsors

Sandler O  

Williams Mullen   BMO Capital Markets

Media Sponsors

Insurance Journal

Downloads and FAQs

2017 Annual 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

8 Hours of Continuing Education Credit
As a participant in the CFA Institute Approved-Provider Program, Knowledge Center, S&P Global Market Intelligence has determined that this program qualifies for up to 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 up to 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: