| 09/07/2014 | ||
 6:30 pm - 9:00 pm | BANK/TASC Registration & Opening Reception (optional) Join us when you arrive at the Four Seasons Denver. 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. | |
| 09/08/2014 | ||
| 7:30 am - 8:30 am | Breakfast | |
| 8:30 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 - 12:45 pm | Opening Presentation & Lunch This session will kick off the summit by providing an overview of the membership, introducing new members, and discuss recent network developments. | |
| 12:45 pm - 2:00 pm | Market Update & State of the Industry Presented by John Wepler, MarshBerry | |
| 2:15 pm - 5:30 pm | Strategic Issues Groups (see session description above) | |
| 6:30 pm - 9:00 pm | Offsite SIG Dinner (optional) | |
| 09/09/2014 | ||
| 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: The Intellectual Capital Playbook How to Harvest and Harness Your Firm’s Greatest Asset Presented by Jon LoDuca, Founder and CEO of The Wisdom Link What’s the most potent resource, competitive advantage, and overlooked asset inside your company? Your firm’s Intellectual Capital. Hiding in the heads of key personnel are the stories, insights and experiences (the wisdom) that make your company unique, successful, and resilient. Without an understanding of it, without a respect for it, and without having your hands on it, you can’t leverage it. But with new technologies you can. In this insightful presentation from the founder and CEO of The Wisdom Link - the nation’s leading intellectual capital development firm - you’ll learn how to harvest and harness your company’s wisdom to increase efficiently, scalability, and valuation. | |
| 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 | General Session: Strategic Acquisitions Presented by Phil Trem, MarshBerry We estimate that there are roughly 25,000 insurance agents or brokers under $5,000,000 in net revenues. Acquiring this revenue can be an effective supplement to the organic growth plan. Successful acquisition growth is heavily dependent on building an acquisition plan and developing a financial structure that makes sense for both parties. This session on strategic acquisitions will focus on effectively purchasing and integrating books of business. | |
| 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. | |
