Post on 30-Mar-2018
transcript
TURNING DATA INTO KNOWLEDGEUSING YOUR DATA AS A MARKET DIFFERENTIATOR
BANK/TASC | MARCH 6-8 | SCOTTSDALE, AZ
MONDAY, MARCH 6, 2017
6:30pm - 9:00pm Welcome Reception - Kasbah Patio (near Centro Bar)
TUESDAY, MARCH 7, 2017
7:30am - 8:00am Breakfast - Castillo Lucena
8:00am - 8:15am Welcome Presentation - Tommy McDonald, MarshBerry Castillo Lucena
8:30am - 12:00pm Strategic Issues Groups
12:00pm - 12:45pm Lunch - Castillo Lucena
12:45pm - 1:45pm State of the Industry - John Wepler, MarshBerry Castillo Lucena This state of the industry presentation will paint a picture of the challenges and opportunities that will present themselves in the upcoming year. Partners will receive valuable information about the current state of the marketplace as well as proprietary research documenting the best practices employed by high growth agencies. 2:00pm - 5:30pm Strategic Issues Groups
6:30pm Offsite SIG Dinners
WEDNESDAY, MARCH 8, 2017
7:30am - 8:00am Breakfast - Castillo Lucena
8:00 am - 8:45 am Keynote Presentation: Using Your Data to Create Competitive Advantage - Chris Rouse, Ph.D., Incisive Analytics - Castillo Lucena
Over the last several years, Incisive Analytics has helped many businesses put power behind their business intelligence endeavors. Employing a team of sophisticated data architects, Christina Rouse shares the latest insights and case studies from the front lines of data innovation and implementation.
9:00am - 12:00pm Strategic Issues Groups
12:00pm - 1:00pm Working Lunch - Valencia Lawn *Castillo Lucena will be used as weather backup 1:00pm - 3:00pm Strategic Issues Groups
AGENDA
SPEAKERS
Tommy McDonald joined MarshBerry in 2008 as a Financial Analyst primarily responsible for the statistical compilation and interpretation of financial information for clients. He also played a major role in preparing valuation reports, perpetuation plans, compensation plans, sales management engagements and other general consulting projects.
Tommy has also served as the Product Manager for the firm’s proprietary sales management technology, The MarshBerry Sales Portal.
In 2012, he was promoted to Vice President and assumed responsibility for the company’s peer-to-peer exchange networks. His primary responsibilities are to oversee the delivery of partner benefits and to provide guidance and direction to help network partners reach their goals.
Tommy has presented for educational seminars, sales management training, insurance industry meetings and executive leadership forums. He is also a frequent contributor to insurance-related articles.
Prior to joining MarshBerry, he held a position with a national home building company. He holds a Bachelor’s Degree in Business Administration from John Carroll University.
Tommy McDonald, Vice President—MarshBerry
BANK/TASC Welcome Presentation Presented by MarshBerry Vice President, Tommy McDonald The opening presentation will kick off the Spring Summit by providing an overview of the membership, introducing new members and sponsors, and discuss recent network developments.
SPEAKERS
John M. Wepler joined Marsh, Berry & Company, Inc. in 1991 and is Chairman, Chief Executive Officer, and the largest shareholder. He is also Chief Executive Officer of MarshBerry Capital, Inc., a wholly-owned FINRA registered Broker/Dealer. John is a vital resource in the areas of organic growth management, valuation enhancement solutions, mergers and acquisitions (M&A), business planning, ownership perpetuation, and financial management. He has extensive knowledge in the area of merger & acquisition advisory, having personally advised on over 157 M&A transactions since joining the firm.
John is a frequent keynote speaker at national conferences, agent association meetings, insurance carrier elite meetings, and
executive leadership forums, including Chubb Wharton Executive Leadership Training, Selective Executive Symposiums, Bank Director Magazine investment banking conferences, SNL Financial investment banking training workshops and CIAB (Council of Insurance Agents & Brokers) conferences. He has written articles for leading insurance publications, including SNL Securities, Best’s Review, American Agent & Broker, National Underwriter, and M&A Scoreboard Magazine.
He is an advisor to the Board for the WBN (Worldwide Broker Network), an advisor to the Board of the DVIC (Disabled Veterans Insurance Careers), serves on the Board of Governors of the Insurance Industry Charitable Foundation (IICF), and is the Chairman of the Board of the Midwest Division of the IICF. John is also a prior board member of the Independent Insurance Agents & Brokers of New York (IIABNY). In addition, John held a board seat with the ABIA American Bankers Insurance Association (ABIA) for 10 years.
John currently maintains the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc. He holds a bachelor’s degree in finance from Ohio University and a master’s degree in business administration from Kent State University.
John M. Wepler, Chairman & CEO—MarshBerry
State of the Industry Presented by MarshBerry Chairman & CEO, John Wepler This state of the industry presentation paints a picture of the challenges and op-portunities that are likely to present themselves in the upcoming year. Valuable information is covered regarding the current state of the marketplace as well as proprietary research documenting the best practices employed by high growth
KEYNOTE SPEAKER
Chris specializes in enterprise business intelligence solutions and predictive analytics. She is an improvement catalyst who applies business intelligence strategy for performance improvement. Chris has over 25 years of data experience on a broad range of technical platforms. Clients often cite her blend of business acumen, technical architect and trainer skills. She conceptualizes the data solution, then architects, constructs and implements the solution. She is a seasoned business intelligence solution architect, an applied statistician and a former college professor. Chris is the Chief Architect and Statistician at Incisive Analytics, LLC.
Chris Rouse, Ph.D., Chief Architect—Incisive Analytics
Using Your Data to Create Competitive Advantage Presented by Incisive Analytics’ Chief Architect, Chris Rouse, Ph.D. Over the last several years, Incisive Analytics has helped many businesses put power behind their business intelligence endeavors. Employing a team of sophisticated data architects, Chris Rouse shares the latest insights and case studies from the front lines of data innovation and implementation.
Brian HetheringtonCEO
ABD Insurance & Financial Servicesbrian@theabdteam.com
San Mateo, CA
Mickey WebbCOO
Associated Benefits & Risk Consultingmickey.webb@associatedbank.com
Minnetonka, MN
Markham McKnightPresident & CEO
BancorpSouth Insurance Services, Inc.markham.mcknight@bxsi.com
Baton Rouge, LA
Brian FeeleySenior Vice President, MarketingCorporate Synergies Group, LLC
brian.feeley@corpsyn.comMount Laurel, NJ
Jane PaolucciSenior Vice President, Marketing
ABD Insurance & Financial Servicesjane.paolucci@theabdteam.com
San Francisco, CA
Chason IshiiExecutive Vice President
Atlas Insurancecishii@atlasinsurance.com
Honolulu, HI
Scott NaugleCOO & EVP
Bancorpsouth Insurance Services, Inc.scott.naugle@bxsi.com
Gulfport, MS
John TurnerPresident & CEO
Corporate Synergies Group, LLCjohn.turner@corpsyn.com
Mount Laurel, NJ
Von BreauxPresident & CEOANBTX Insurance
von.breaux@anbtxinsurance.comDallas, TX
Lance KawanoExecutive Vice President, Operations
Atlas Insurancelkawano@atlasinsurance.com
Honolulu, HI
Steve VilasVP, Finance & Operations
Burnham Benefitsvilas@burnhambenefits.com
Roseville, CA
Kyle DeanPresident & CEO
Dean & Draper Insurance, L.P.kdean@deandraper.com
Houston, TX
Dean HildebrandtChief Executive Officer
Associated Benefits & Risk Consultingdean.hildebrandt@associatedbrc.com
Minnetonka, MN
Julia KramerEVP & Chief Organizational Performance
OfficerBancorpsouth Insurance Services, Inc.
julia.kramer@bxsi.comArlington, VA
Debbie GrayChief Operating OfficerCoBiz Insurance, Inc.
dgray@cobizinsurance.comPhoenix, AZ
Matthew ShadrickExecutive Vice President
Eastern Insurancemshadrick@easternbenefitsgroup.com
Norwell, MA
BANK/TASC ROSTER
Ron GrazianiManager of Property & Casualty
F.N.B. Corporation rgraziani@fn-ins.com
Pittsburgh, PA
Luke ShippVice President, Commercial Lines
First Insurance Grouplshipp@firstinsurancegrp.com
Maumee, OH
Courtney KlaverweidenOperations Manager
Frost Insurancecourtneyk@frostinsurance.com
Austin, TX
Cheryl CampbellVice President of Marketing
HORANcherylc@horanassoc.com
Cincinnati, OH
Bill FryerSVP, Manager Insurance Services
First Citizens Bankbill.fryer@firstcitizens.com
Raleigh, NC
Scott WoodsPresident
Fisher Brown Bottrell Insurance, Inc.swoods@fbbins.com
Jackson, MS
Joe DedmanPresident & CEOGerman American
joe.dedman@germanamerican.comJasper, IN
Mike LakinDirectorHORAN
mikel@horanassoc.comCincinnati, OH
Tim HrehorManager, Commercial Insurance Sales
First Citizens BankTim.Hrehor@firstcitizens.com
Raleigh, NC
Michelle YorkExecutive Vice President & Controller
Frost Bankmyork@frostbank.com
San Antonio, TX
Zachary SibrelCommercial Lines Manager
German Americanzach.sibrel@germanamerican.com
Jasper, IN
Mary Beth SullivanPresident & CEO
Huntington Bancshares Incorporatedmarybeth.sullivan@huntington.com
Westerville, OH
Mike KleinPresident/COO
First Insurance Groupmklein@firstinsurancegrp.com
Defiance, OH
Pat FrostPresident
Frost Insurancepfrost@frostbank.com
San Antonio, TX
Valerie Bogdan-PowersChief Business Development & Client
Relations OfficerHORAN
valerieb@horanassoc.comCincinnati, OH
Michael McConnVice President, SalesIBC Insurance Agency
michaelmcconn@ibc.comHouston, TX
BANK/TASC ROSTER
Dale RandolPresident & CEO
IBC Insurance Agencydalerandol@ibc.com
San Antonio, TX
Nick RossiPresident
LP Insurance Services, Inc.nick.rossi@lpins.net
Reno, NV
Scott BrabantCFO
People's United Insurance AgencyScott.Brabant@peoples.com
Hartford, CT
Lynn Mason-Small SVP, Director of Business Development
Rogers & Gray Insurance Agencylsmall@rogersgray.com
South Dennis, MA
Joanne SzymaszekPresident
Johnson Financial Groupjszymaszek@johnsonins.com
Racine, WI
Joe WyattChief Operating Officer
LP Insurance Services, Inc.joe.wyatt@lpins.net
Reno, NV
Daniel CaseyPresident & CEO
People's United Insurance AgencyDaniel.Casey@peoples.com
Hartford, CT
Michael RobinsonChairman
Rogers & Gray Insurance Agencymrobinson@rogersgray.com
South Dennis, MA
Chris HuebnerPresident
Lloyd Sadd Insurance Brokers Ltd.chuebner@lloydsadd.com
Edmonton, AB, CA
John CatanzaritaChief Operating Officer
OneGroup NY, Inc.jcat@bcgcny.com
Syracuse, NY
Justin HoffmanSVP, Business Development & CMO
PSA Financial Services Inc. Jhoffman@psafinancial.com
Hunt Valley, MD
David RobinsonPresident
Rogers & Gray Insurance Agencydrobinson@rogersgray.com
South Dennis, MA
Vanessa LambertSales & Branding Lead
Lloyd Sadd Insurance Brokers Ltd. vlambert@lloydsadd.com
Edmonton, AB, CA
Pierre MorrisseauCEO
OneGroup NY, Inc. pmorrisseau@bhlinsurance.com
Syracuse, NY
Chip LewisManaging Director
PSA Financial Services Inc. chip@psafinancial.com
Hunt Valley, MD
Matt CarringtonPresident
S. S. Nesbittmcarrington@ebsco.com
Birmingham, AL
BANK/TASC ROSTER
Peter Jacavone IIIVP, Assistant Sales Manager
Starkweather & Shepley Insurance Brokerage, Inc.pjacavone@starshep.com
East Providence, RI
Brian GriffinPresident & Chief Operating Officer
The Plexus Groupebgriffin@plexusgroupe.com
Deer Park, IL
Max SmithExecutive Vice President
TrueNorth Companies LLCmsmith@truenorthcompanies.com
Cedar Rapids, IA
Alan SternerSenior Vice President
Univeststernera@univest.net
Coopersburg, PA
David SoforenkoPresident & COO
Starkweather & Shepley Insurance Brokerage, Inc.dsoforenko@starshep.com
East Providence, RI
Michael WilkeningMarketing Communications Manager
The Plexus Groupemwilkening@plexusgroupe.com
Deer Park, IL
Tammy SpethCorporate Business Development Specialist
TrueNorth Companies LLCtspeth@truenorthcompanies.com
Cedar Rapids, IA
Jude GriegoVice President
WAFD Insurance Groupjudeg@wafdinsurance.com
Albuquerque, NM
Scott HillPresident
The Harry A. Koch Co.scott.hill@hakco.com
OMAHA, NE
Adam RathjeDirector of Strategic Initiatives
TrueNorth Companies LLCarathje@truenorthcompanies.com
Cedar Rapids, IA
Dennis BoyleSenior VP, EB Practice Leader
Univestboyled@univest.net
Lansdale, PA
Duane HensonPresident
WAFD Insurance Groupduaneh@wafdinsurance.com
Mount Vernon, WA
Walter FawcettChief Executive Officer
The Plexus Groupewfawcett@plexusgroupe.com
Deer Park, IL
Duane SmithPresident & CEO
TrueNorth Companies LLCdsmith@truenorthcompanies.com
Cedar Rapids, IA
Ron FlahertyPresidentUnivest
flahertyr@univest.netLansdale, PA
BANK/TASC ROSTER
PARTNER NOMINEE
Scott Danahy Naylon, LLC - Amherst, NY SCOTT DANAHY NAYLON, LLC affords strength and stability. We are a widely respected insurance agency, in part because we have been in business since 1923. In addition, the depth of our experience and well-educated professional staff are here to work for you. Our unsurpassed personal service reflects SCOTT DANAHY NAYLON, LLC's corporate character philosophy.
The way we do business is different... We take the time to listen, and learn about your needs and preferences, your goals, and your budget constraints - and translate that understanding into effective results.
We represent multiple insurance carriers, especially those with the highest financial ratings for property and casualty, life and health. This representation allows for a variety of insurance products and services as we work with you to provide innovative solutions to your insurance needs.
MARSHBERRY MarshBerry is your partner for financial consulting and M&A advisory* Every business needs help at some point, to reach their peak performance and realize their full potential.
MarshBerry is, at its core, a relationship business. We’re trusted guides, helping clients better navigate an often rocky path. And we’re a process business, investing time and effort to precisely map out the terrain, researching every step and implementing services to help you get where you want to go. That’s how we help businesses build value, one safe step at a time.
Most of our clients have been with us for years. The relationships make all the difference on the way to the summit.
We want to start helping you grow right away.
#1 ranking by SNL Financial for each of the past 17 years1
MarshBerry has advised on 29% of total announced M&A deal flow since 1999 as tracked by SNL Financial
Buy Side and Sell Side Mergers & Acquisitions (M&A) advisor
531 total M&A transactions advised on since 1999
Over 285 M&A transactions since 1995 with the 100 largest brokers of US Business as identified by Business Insurance and over 185 Bank Insurance M&A transactions since 1997
STRATEGY Acquisition Planning Deal Return Modeling Strategic Options Analysis Alternative Buyer Comparison PREPARATION Sale Preparation Management Offering Memorandum Development
(Sell Side) Strategic Pitch Book Design (Buy Side) Candidate Profile Creation REPRESENTATION Buy Side Representation Includes Search and Screen Sell Side Representation Letter of Intent Negotiation Creative Deal Structure and Alternatives
*Securities offered through MarshBerry capital, Inc. Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, OH 44122
MARSHBERRY SOLUTIONS M&A ADVISORY* LEADING THE INDUSTRY IN M&A
1 - Merger & Acquisition Transactions in Insurance Brokerage 1999-2015, ranked by Total Number of Deals.
2 - Marsh, Berry & Co., Inc and MarshBerry Capital, Inc. do not provide tax or legal advice. These professionals should be consulted before implementing changes to your tax or legal matters.
ANALYTICS Agency Fair Market Valuation Market Comparables/Benchmarking After-Tax Return Optimization2 Internal Rate of Return, Return on Investment and Earnings Per
Share Analysis EXECUTION Due Diligence - Diagnostic and Confirmatory Intangible Asset Allocation - GAAP Reporting Fairness Opinion Definitive Agreement (Best Terms/Conditions) POST DEAL MANAGEMENT Post Closing Integration Goodwill Impairment Testing Peer-to-Peer Executive Exchange Earn-out Maximization Consultation
VALUATION Detailed Conclusion of Value Summary Conclusion of Value Valuation Review BUSINESS PLANNING Strategic Business Planning Execution/Action Plan Management Strategic Options Analysis
FINANCIAL CONSULTING Internal Financial Controls Value Enhancement Planning Executive Compensation Counsel &
Design Litigation Support Other General Consulting
PERPETUATION PLANS Perpetuation Plan Design Plan Execution Management Transfer Strategies
MARSHBERRY
MARSHBERRY SOLUTIONS MANAGEMENT CONSULTING
ORGANIC GROWTH CONSULTING RECRUITING Find, Attract, Hire & Place Compensation Modeling, Monitoring and Training Position Profile, Search, Screen and Hire Technical and Sales Training
SALES PERFORMANCE Complete Growth Engine for Producers and Executives Producer and Sales Manager Training Executive Infrastructure Build Out Differentiation Design and Execution Executive, Sales Manager and Producer Exchange Forum Budget Validation Modeling
INTELLECTUAL CAPITAL BENCHMARKING SERVICES Perspectives for High Performance
(PHP) Employee Engagement Survey Producer Performance Benchmarking
INDUSTRY RESEARCH Market & Financial Market Outlook
(Annual) - Retail Market & Financial Market Outlook
(Annual) - Specialty Distributors Compensation Trends Report
(Biannual) Organic Growth Trends Report
(Biannual)
MARSHBERRY AUTHORED CONTENT CounterPoint - Proprietary Monthly
Magazine 3rd Party Industry Trade Publications.
Examples include: Leader’s Edge Insurance Journal Employee Benefit Advisor
PEER EXCHANGE NETWORKS THREE PERFORMANCE-FOCUSED EXECUTIVE-LEVEL PEER NETWORKS: Agency Peak Performance Exchange
(APPEX) Bank Agency Network (BANK) Total Agency Sales Culture (TASC)
PARTNER BENEFITS Benchmarking Services Networking & Online Exchange INDUSTRY INFORMATION MarshBerry Publications Industry Publications Industry Research & Surveys
SUMMITS Strategic Issues Group (SIG) State of the Industry Educational Breakout Sessions General Sessions Networking
Capital Raising* Merger & Acquisition Advisory* Management Consulting
Alternative Markets & Risk Pooling Reinsurance Brokerage
Program Business Consulting Analytical & Consulting Services
INSURANCE SERVICES DIVISION***
*Securities offered through MarshBerry capital, Inc. Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, OH 44122 ***Not all services are available to all specialty services organizations.
Brian AmbrosiaVice President
Brian.Ambrosia@MarshBerry.com(440) 220-5430Woodmere, OH
Lexi BalesEvent Coordinator
Lexi.Bales@MarshBerry.com(440) 220-4082Woodmere, OH
Steve BollandManaging Director
Steve.Bolland@MarshBerry.com(212) 972-4880New York, NY
George BucurVice President
George.Bucur@MarshBerry.com(440) 392-6543Woodmere, OH
Mike AmicarelliSales Performance Consultant
Mike.Amicarelli@MarshBerry.com(440) 220-5431Woodmere, OH
Meghan BlahaAdministrative Assistant
Meghan.Blaha@MarshBerry.com(440) 392-6574Woodmere, OH
Megan BosmaSenior Vice President
Megan.Bosma@MarshBerry.com(440) 392-6553Woodmere, OH
Lauren ByersVice President - Marketing
Lauren.Byers@MarshBerry.com(440) 392-6546Woodmere, OH
E. J. ArgusonSenior Consultant
EJ.Arguson@MarshBerry.com(214) 556-1460
Plano, TX
Luke BlissSenior Talent Acquisition Specialist
Luke.Bliss@MarshBerry.com(616) 828-5993Grandville, MI
Dottie BrownProject Coordinator, Broker/Dealer
Dottie.Brown@MarshBerry.com(440) 392-6585Woodmere, OH
Christina CarzooMarketing Coordinator
Christina.Carzoo@MarshBerry.com(440) 220-4104Woodmere, OH
Beth BaileyExecutive Assistant
Beth.Bailey@MarshBerry.com(440) 392-6701Woodmere, OH
Donna BolingerConsulting Analyst
Donna.Bolinger@MarshBerry.com(616) 214-3148Grandville, OH
Brett BuckinghamLead Search Consultant
Brett.Buckingham@MarshBerry.com(616) 214-3012Grandville, MI
Molly ConnellSenior Consultant
Molly.Connell@MarshBerry.com(440) 392-6584Woodmere, OH
STAFF ROSTER
Michael D'AlessandroFinancial Analyst
Michael.D'Alessandro@MarshBerry.co(440) 392-6540Woodmere, OH
Justina DuganAccountant
Justina.Dugan@MarshBerry.com(440) 392-6576
,
Michael GogolaConsultant
Michael.Gogola@MarshBerry.com(616) 828-0604Grandville, OH
Stephanie HanayikCCO, Vice President
Stephanie.Hanayik@MarshBerry.com(440) 392-6568Woodmere, OH
Chris DarstSenior Vice President
Chris.Darst@MarshBerry.com(949) 234-9648Dana Point, CA
Brian EgglestonNational Organic Growth ConsultantBrian.Eggleston@MarshBerry.com
(616) 828-5533Grandville, MI
James GrahamSenior Consultant
James.Graham@MarshBerry.com(949) 272-0351Dana Point, OH
Brett HimesSenior Vice President
Brett.Himes@MarshBerry.com(440) 637-8122Woodmere, OH
Steve DassaniConsultant
Steve.Dassani@MarshBerry.com(440) 637-8118Woodmere, OH
Courtney FerraraSenior Consultant
Courtney.Ferrara@MarshBerry.com(440) 392-6586Woodmere, OH
Eric HallinanVice President
Eric.Hallinan@MarshBerry.com(949) 234-9652Dana Point, CA
Kyle HoeftSenior Consultant
Kyle.Hoeft@MarshBerry.com(616) 723-8428Grandville, MI
Valerie DeMellExecutive Vice President
Valerie.DeMell@MarshBerry.com(440) 392-6571Woodmere, OH
Dustin GiovannelliConsultant
Dustin.Giovannelli@MarshBerry.com(949) 234-9649Dana Point, CA
Rob HamiltonVice President
Rob.Hamilton@MarshBerry.com(616) 723-8373Grandville, MI
Kristin HoweConsultant
Kristin.Howe@MarshBerry.com(616) 723-8374Grandville, MI
STAFF ROSTER
Jonathan HullFinancial Analyst
Jonathan.Hull@MarshBerry.com(212) 972-4880
New York City, NY
Adam KlugTalent Aquisition Specialist
Adam.Klug@MarshBerry.com(616) 723-8429Grandville, MI
Jan LesniokData Administrator
Jan.Lesniok@MarshBerry.com(440) 392-6570Woodmere, OH
Sarah LucasVice President
Sarah.Lucas@MarshBerry.com(616) 723-8375Grandville, MI
Jua'nean JonesAdministrative Assistant
Juanean.Jones@MarshBerry.com(440) 392-6580Woodmere, OH
Nick KormosVice President
Nick.Kormos@MarshBerry.com(440) 392-6563Woodmere, OH
Tom LinnExecutive Vice President
Tom.Linn@MarshBerry.com(949) 234-9647Dana Point, CA
Amber MartinSenior Accountant
Amber.Martin@MarshBerry.com(440) 220-5434Woodmere, OH
Danica JonesProject Coordinator
Danica.Jones@MarshBerry.com(440) 392-6565Woodmere, OH
Stephen KraigApplication Developer
Stephen.Kraig@MarshBerry.com(440) 637-8120Woodmere, OH
Brooke LiuRegional Team Leader
Brooke.Liu@MarshBerry.com(616) 828-0741Grandville, MI
Jack McDermottData Analyst
Jack.McDermott@MarshBerry.com(440) 392-6577Woodmere, OH
Micki KincaidProject Coordinator, Networks
Micki.Kincaid@MarshBerry.com(440) 392-6550Woodmere, OH
Robin LandConsultant
Robin.Land@MarshBerry.com(214) 556-1458
Plano, TX
Albert LloydExecutive Vice President
Albert.Lloyd@MarshBerry.com(440) 392-6562Woodmere, OH
Tom McDonaldVice President
Tom.McDonald@MarshBerry.com(440) 392-6700Woodmere, OH
STAFF ROSTER
Bryan McMullanIT Director
Bryan.McMullan@MarshBerry.com(440) 392-6549Woodmere, OH
Chad MorganVP, Insurance Services DivisionChad.Morgan@MarshBerry.com
(949) 234-9653Dana Point, CA
Swar PatelData Analyst
Swar.Patel@MarshBerry.com(440) 220-4115
,
Andy RobertsSenior VP/IT Manager
Andy.Roberts@MarshBerry.com(440) 392-6545Woodmere, OH
Mike MetzChief Financial Officer
Mike.Metz@MarshBerry.com(440) 392-6588Woodmere, OH
Erin MurrayAdministrative Assistant
Erin.Murray@MarshBerry.com(440) 220-4105Woodmere, OH
Zack PittmanSales Management ConsultantZack.Pittman@MarshBerry.com
(440) 220-4100Woodmere, OH
Chris RochfordTeam Leader, Producer CoachingChris.Rochford@MarshBerry.com
(440) 392-6544Woodmere, OH
Mitch MikoleticConsultant
Mitch.Mikoletic@MarshBerry.com(440) 230-5432Woodmere, OH
Dale MyerManaging Director
Dale.Meyer@MarshBerry.com(212) 972-4880New York, NY
Tami ProtheroConsultant
Tami.Prothero@MarshBerry.com(949) 234-9651Dana Point, CA
Casey RogersConsultant
Casey.Rogers@MarshBerry.com(440) 392-6573Woodmere, OH
Christina MoranBusiness Unit Manager, NetworksChristina.Moran@MarshBerry.com
(440) 220-5273Woodmere, OH
Justin NockengustFinancial Analyst
Justin.Nockengust@MarshBerry.com(440) 392-6556Woodmere, OH
Rob RichardsFinancial Analyst
Rob.Richards@MarshBerry.com(616) 214-3123Grandville, OH
Chas RogersNetwork/Desktop Engineer
Chas.Rogers@MarshBerry.com(440) 392-6567Woodmere, OH
STAFF ROSTER
Liz RogersHuman Resources Manager
Liz.Rogers@MarshBerry.com(440) 392-6551Woodmere, OH
Dan SkowronskiSenior Vice President
Dan.Skowronski@MarshBerry.com(440) 392-6552Woodmere, OH
Jessica StogranVice President - Corporate EventsJessica.Stogran@MarshBerry.com
(440) 392-6558Woodmere, OH
Gerard VecchioSenior Vice President
Gerard.Vecchio@MarshBerry.com(212) 972-4886New York, NY
Jared RoySenior Consultant
Jared.Roy@MarshBerry.com(440) 392-6560Woodmere, OH
Bethany SnyderSenior Consultant
Bethany.Snyder@MarshBerry.com(440) 637-8121Woodmere, OH
Ben SwannVice President
Ben.Swann@MarshBerry.com(214) 556-1452
Plano, TX
Jordan VictorData Analyst
Jordan.Victor@MarshBerry.com(440) 392-6561Woodmere, OH
Wendy SantiagoAdministrative Assistant
Wendy.Santiago@MarshBerry.com(212) 972-4880New York, NY
Daniel SosnayConsultant
Daniel.Sosnay@MarshBerry.com(212) 972-4880New York, NY
Phil TremSenior Vice President
Phil.Trem@MarshBerry.com(440) 392-6547Woodmere, OH
Curt VondrasekVice President
Curt.Vondrasek@MarshBerry.com(440) 392-6707Naperville, IL
Kerry SarosyHuman Resources CoordinatorKerry.Sarosy@MarshBerry.com
(440) 392-6554Woodmere, OH
Rachelle SpencerSenior PHP Analyst
Rachelle.Spencer@MarshBerry.com(440) 392-6569Woodmere, OH
Brad UngerVice President
Brad.Unger@MarshBerry.com(440) 220-5435Woodmere, OH
Elissa WaldmullerResearch Analyst
Elissa.Waldmuller@MarshBerry.com(440) 392-6582Woodmere, OH
STAFF ROSTER
Wayne WalkottenExecutive Vice President
Wayne.Walkotten@MarshBerry.com(616) 723-8372Grandville, MI
Andy WhiteFinancial Analyst
Andy.White@MarshBerry.com(440) 220-4081Woodmere, OH
Doug YohCEO Emeritus
Doug.Yoh@MarshBerry.com(440) 392-6542Woodmere, OH
Christi WallarVice President/Controller
Christi.Wallar@MarshBerry.com(440) 392-6541Woodmere, OH
Holly WilliamsAdministrative Assistant
Holly.Williams@MarshBerry.com(440) 392-6710Woodmere, OH
Dani ZhelezovaData Consultant
Dani.Zhelezova@MarshBerry.com(440) 392-6566Woodmere, OH
Bonnie WeiseAdministrative Assistant
Bonnie.Weise@MarshBerry.com(616) 828-0149Grandville, MI
Jim WocheleUnit Manager, Sales PerformanceJim.Wochele@MarshBerry.com
(440) 392-6559Woodmere, OH
John WeplerChairman and CEO
John.Wepler@MarshBerry.com(440) 392-6572Woodmere, OH
Alison WolfDirector of Research
Alison.Wolf@MarshBerry.com(440) 637-8119Woodmere, OH
STAFF ROSTER
CE CREDITS VIRGINIA COURSE INTRODUCTION STATEMENT
(Applicable to VIRGINIA licensees ONLY)
This Statement must be disseminated at the beginning of ALL CE courses offered to Virginia licen-sees, regardless of the format in which the course is offered. 1. This course is categorized as Company/Agency. No more than 75 percent of your required credits can come from Company/Agency course credits. Additionally, at least three (3) course credits must be earned for Ethics (Law and Regulations). 2. This course has been approved for 1 (State of the Industry) or 10 (Strategic Issues in Insurance) credits, OGI. 3. Classroom courses - One credit hour is 50 minutes of continuous instruction or participation. Your attendance will be verified via the sign-in/sign-out sheet located with the door monitor. Only students meeting minimum attendance requirements may receive certificates of course comple-tion. 4. Agents cannot receive CE credit for a course taught in alternative formats (a classroom course, online course, video or audio conference, web-conference–based, etc.) if the curriculum is based on the same published materials; this rule applies to any variation of course type. For example, Agents cannot receive CE credit for both a self-study (examination course) and a classroom course based on the same published materials. 5. Excess earned Ethics credits may be applied to cover other CE requirements in the current bienni-um and any remaining credits may be carried over to the next biennium and applied to either the Ethics requirement or other CE requirement. 6. Agents are not allowed to receive or carry over credit for the same course in the same biennium. 7. ONLY the Virginia Insurance License Number (VLN) or the National Producer Number (NPN) are permitted for identification. Please be sure that you have recorded your number so that the instruc-tor can read it, as illegible submissions will result in a delay of reporting course credits. 8. This class may be audited by representatives of Pearson VUE. Pearson VUE is a private company who in partnership with Vertafore was contracted by the Virginia Insurance Continuing Education Board to administer all facets of the continuing education program for the Board effective with the 2009-2010 biennium. 9. CE credits for this course should be posted to your transcript within 20 calendar days. If your transcript does not reflect this course within 20 calendar days, please contact the provider. 10. Agents are expected to give their full attention to this class. All electronic devices should be turned off and put away along with any reading material other than material applicable to this class. 11. Agents and consultants who fail to update their address with the Virginia Bureau of Insurance may not receive important notices. Agents may update their address and add or update their email address online at www.scc.virginia.gov/boi/online.aspx. Each agent should review the Virginia Insur-ance Continuing Education Agent Information Handbook for complete guidelines at www.VirginiaInsuranceCE.com. 12. Agents who are newly licensed in the second year of a biennium are exempt from the continu-ing education requirements for that biennium. These agents may elect to take continuing education courses and earn credits that may be carried over to the next biennium provided they pay the $20 continuance for the current biennium. Failure to pay this continuance fee will prevent the credits earned from being carried over to the next biennium when the agent will be required to meet all continuing education requirements. NOTE: Agents should visit www.VirginiaInsuranceCE.com to view updated CE credits for the current biennium and compliance status (CE transcript) information and to pay their biennial Con-tinuance fee of $20.00 due by November 30, 2018.
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SAVE THE DATE
FALL SUMMITSeptember 11-13, 2017
The Ritz-Carlton Atlanta, GA
ALL THE DATA YOU NEED TO HELP GROW YOUR BUSINESS
REGISTER TODAY USING THE DISCOUNT CODE “MB1-MB” AND PAY $375
WWW.MARSHBERRY.COM/360
SIG A: Valencia A
SIG B: Sevilla SIG D: Valencia C
SIG E: Valencia B SIG F: Cordoba
Registration
SIG A
SIG F
SIG E
SIG B
SIG D
Registration: Valencia Foyer
Meals & General Session: Castillo Lucena
Meals & General Session
Castillo Lucena is located in a
separate building within
the resort