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2013 Fall APPEX Summit
Omni Fort Worth- Fort Worth, TX
October 22-25, 2013


The single biggest way to impact an organization is to focus on leadership development. There is almost no limit to the potential of an organization that recruits good people, raises them up as leaders and continually develops them.

-John Maxwell, Leadership Expert

APPEX Partners:
It all starts at the top. As a key leader within your business, you are responsible for the performance of your employees and the agency. APPEX continues to challenge our partners to improve in critical performance areas such as Leadership. Understanding your personal leadership style can provide a roadmap for hiring the right people and making the right decisions. Leadership is a critical component of creating a culture of high performance.

This fall, the APPEX Summit will be dedicated to Leadership Development. We have made a few adjustments to the agenda and we will be bringing in very dynamic speakers. Below we have listed some of the highlights for the upcoming fall summit.

1. Leadership Analysis

One of our strategic partners, The Omnia Group has recently developed a Leadership Report that can help leaders identify their personal leadership style, strengths, possible challenges, personal communication style, work pace and detail focus. To prepare for the fall summit we would like to offer the opportunity for two agency principals (APPEX attendees) to participate in Omnia's Leadership analysis by completing a 15 minute online survey. APPEX will sponsor the cost of this analysis. The results will be compiled and benchmarked against your agency's performance and shared at the fall summit. To fully participate in the upcoming summit it is critical that attendees take advantage of this special offer so that they are able to relate the sessions to their individual results. Discounted pricing will also be available for additional attendee analyses.

2. Keynote General Session

 


 

It's Your Ship; Achieving Breakthrough Performance


D. MICHAEL ABRASHOFF, Navy Commander and Progressive Leadership Expert
Based on your feedback we are bringing in an outside motivational speaker for the general session. After previewing many speakers we have chosen retired Naval Commander, Michael Abrashoff. Under Mike's leadership one of the poorest performing ships in the Navy was turned around to become the Navy's shining star in only 12 months. Mike has written several books on leadership and is a very dynamic and entertaining speaker.

3. Educational Breakout Sessions:

  • How Do You Lead: Interpreting Your Individual Leadership Style, Carletta Clyatt, Omnia Group
  • You Can't Carve Out Of Rotten Wood: Developing Future Leaders, Tim Parenti, First Insurance Funding

4. Strategic Issues Group Discussions

Based on the results from the Omnia Leadership Profiles each individual will be benchmarked along with the agency's financial performance and MarshBerry will provide a side-by-side comparison of each agency within each SIG. SIG discussions will be based on leadership styles vs. agency performance.

5. PINnacle Society Awards Dinner

In order to further recognize the highest performing agencies in APPEX we would like to dedicate the Wednesday night reception/dinner to the PINnacle Society members. During this reception/dinner we will honor the current PINnacle Society members, celebrate the newest incoming member as well as recognize the other APPEX award winners. Please join us on Wednesday evening for this exciting event.

6. Benefits Forum

We will also be conducting an optional Benefits Forum Tuesday morning before APPEX. We are strongly encouraging all APPEX members to send their Benefits practice leader(s) to this session or attend the session themselves. This intensive workshop will be facilitated by Rob Lieblein, MarshBerry's expert in the benefits space. This session will be included in the cost of attending APPEX or minimal cost for those not planning on staying for APPEX. Click here for more information. Session topics will include:
  • Transformational Strategies 
  • Organizational and compensation strategies
  • M&A Opportunities 
  • Current Trends in Services and Products

7. Sales Pro: Sales Training to Build High-Performing Producers

This session is designed for both new and seasoned commercial and employee benefits producers who are looking to achieve a higher level of performance. Click here for more information.

Finally, we would like to extend an invitation to each of you to bring along your guest/spouse. Guests will be invited to attend the Wednesday General Sessions, Wednesday evening PINnacle Awards Dinner, and offsite SIG dinners (for an additional charge). We will also be holding an optional golf outing on Monday and Tuesday before the summit for anyone who is interested in arriving early. Please contact Jessica Stogran if you have questions about either of these options.

To access the full agenda and registration information, please click on the links to the left. Early bird registration runs through September 27th, so register early to receive the discounted registration price and guarantee discounted hotel accommodations.

We will see you in Fort Worth!!