| 03/08/2015 | |
 6:30 pm - 9:00 pm | BANK/TASC Registration & Opening Reception (optional) Join us when you arrive at the Royal Sonesta. 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. |
| 03/09/2015 | |
| 7:30 am - 8:00 am | Breakfast |
| 8:00 am - 9:00 am | Opening Presentation & Market Update Tommy McDonald, Vice President, MarshBerry Phil Trem, Senior Vice President, MarshBerry |
| 9:15 am - 11:45 am | 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 - 12:30 pm | Lunch |
| 12:30 pm - 1:45 pm | State of the Industry John Wepler, CEO & Chairman, MarshBerry |
| 2:00 pm - 5:30 pm | Strategic Issues Groups (see session description above) |
| 6:30 pm - 9:00 pm | Offsite SIG Dinner (optional) |
| 03/10/2015 | |
| 7:00 am - 8:00 am | MarshBerry Fun Run/Walk (check box if attending) Exercise is proven to boost brain power by increasing the blood flow to the brain, bringing it glucose for energy and oxygen to soak up toxic electrons that are left over. It also stimulates the protein that keeps the neurons connecting. Join us for a 3 mile fun run/walk to boost your brain power for the second half of the summit. |
| 7:30 am - 8:30 am | Advisory Council Breakfast (advisory council members only) |
| 8:00 am - 8:30 am | Breakfast |
| 8:30 am - 9:30 am | General Session: Technologies You Should Be Leveraging For Your Agency Today Andrew Bartels, Founder, PS Advisory 1. Mobile - Today your customers are mobile first. How can you leverage mobile for your agency? 2. CRM Systems - What you should be thinking about when it comes to CRM technology? 3. Marketing Automation Technology - How to use Technology to become a thought leader? 4. Big Data - What is it and how you can leverage it? 5. Cloud Computing - What is it and why you should be leveraging it? 6. Drones and the Internet of Things - How will it affect the agency business? |
| 9:45 am - 11:45 am | Strategic Issues Groups (see session description above) |
| 12:00 pm - 12:30 pm | Lunch |
| 12:30 pm - 1:45 pm | Point/Counterpoint : The Compensation Debate Nick Kormos, Vice President, MarshBerry John Wepler, CEO & Chairman, MarshBerry Tommy McDonald, Vice President, MarshBerry Compensation expenses represent the largest expense any agency will incur and MarshBerry estimates that 90% of all agency issues can be tied directly or indirectly to flawed compensation strategies. There is no “one size fits all” approach to how to structure compensation, but different approaches create different results. In the first ever edition of MarshBerry’s Point/CounterPoint, John Wepler and Nick Kormos from MarshBerry, will debate different compensation approaches and provide perspective on different programs that can help organizations drive organic growth, improve payroll per employee, all while protecting agency profitability. |
| 2:00 pm - 5:30 pm | Strategic Issues Groups (see session description above) |
| 5:30 pm - 9:00 pm | Closing Reception & Dinner (check box if attending) Join us for cocktails, dinner, and a final networking opportunity. |
