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TURNING DATA INTO KNOWLEDGE USING YOUR DATA AS A MARKET DIFFERENTIATOR BANK/TASC | MARCH 6-8 | SCOTTSDALE, AZ
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 [email protected]
San Mateo, CA
Mickey WebbCOO
Associated Benefits & Risk [email protected]
Minnetonka, MN
Markham McKnightPresident & CEO
BancorpSouth Insurance Services, [email protected]
Baton Rouge, LA
Brian FeeleySenior Vice President, MarketingCorporate Synergies Group, LLC
[email protected] Laurel, NJ
Jane PaolucciSenior Vice President, Marketing
ABD Insurance & Financial [email protected]
San Francisco, CA
Chason IshiiExecutive Vice President
Atlas [email protected]
Honolulu, HI
Scott NaugleCOO & EVP
Bancorpsouth Insurance Services, [email protected]
Gulfport, MS
John TurnerPresident & CEO
Corporate Synergies Group, [email protected]
Mount Laurel, NJ
Von BreauxPresident & CEOANBTX Insurance
Lance KawanoExecutive Vice President, Operations
Atlas [email protected]
Honolulu, HI
Steve VilasVP, Finance & Operations
Burnham [email protected]
Roseville, CA
Kyle DeanPresident & CEO
Dean & Draper Insurance, [email protected]
Houston, TX
Dean HildebrandtChief Executive Officer
Associated Benefits & Risk [email protected]
Minnetonka, MN
Julia KramerEVP & Chief Organizational Performance
OfficerBancorpsouth Insurance Services, Inc.
Debbie GrayChief Operating OfficerCoBiz Insurance, Inc.
Matthew ShadrickExecutive Vice President
Eastern [email protected]
Norwell, MA
BANK/TASC ROSTER
Ron GrazianiManager of Property & Casualty
F.N.B. Corporation [email protected]
Pittsburgh, PA
Luke ShippVice President, Commercial Lines
First Insurance [email protected]
Maumee, OH
Courtney KlaverweidenOperations Manager
Frost [email protected]
Austin, TX
Cheryl CampbellVice President of Marketing
Cincinnati, OH
Bill FryerSVP, Manager Insurance Services
First Citizens [email protected]
Raleigh, NC
Scott WoodsPresident
Fisher Brown Bottrell Insurance, [email protected]
Jackson, MS
Joe DedmanPresident & CEOGerman American
Mike LakinDirectorHORAN
Tim HrehorManager, Commercial Insurance Sales
First Citizens [email protected]
Raleigh, NC
Michelle YorkExecutive Vice President & Controller
Frost [email protected]
San Antonio, TX
Zachary SibrelCommercial Lines Manager
German [email protected]
Jasper, IN
Mary Beth SullivanPresident & CEO
Huntington Bancshares [email protected]
Westerville, OH
Mike KleinPresident/COO
First Insurance [email protected]
Defiance, OH
Pat FrostPresident
Frost [email protected]
San Antonio, TX
Valerie Bogdan-PowersChief Business Development & Client
Relations OfficerHORAN
Michael McConnVice President, SalesIBC Insurance Agency
BANK/TASC ROSTER
Dale RandolPresident & CEO
IBC Insurance [email protected]
San Antonio, TX
Nick RossiPresident
LP Insurance Services, [email protected]
Reno, NV
Scott BrabantCFO
People's United Insurance [email protected]
Hartford, CT
Lynn Mason-Small SVP, Director of Business Development
Rogers & Gray Insurance [email protected]
South Dennis, MA
Joanne SzymaszekPresident
Johnson Financial [email protected]
Racine, WI
Joe WyattChief Operating Officer
LP Insurance Services, [email protected]
Reno, NV
Daniel CaseyPresident & CEO
People's United Insurance [email protected]
Hartford, CT
Michael RobinsonChairman
Rogers & Gray Insurance [email protected]
South Dennis, MA
Chris HuebnerPresident
Lloyd Sadd Insurance Brokers [email protected]
Edmonton, AB, CA
John CatanzaritaChief Operating Officer
OneGroup NY, [email protected]
Syracuse, NY
Justin HoffmanSVP, Business Development & CMO
PSA Financial Services Inc. [email protected]
Hunt Valley, MD
David RobinsonPresident
Rogers & Gray Insurance [email protected]
South Dennis, MA
Vanessa LambertSales & Branding Lead
Lloyd Sadd Insurance Brokers Ltd. [email protected]
Edmonton, AB, CA
Pierre MorrisseauCEO
OneGroup NY, Inc. [email protected]
Syracuse, NY
Chip LewisManaging Director
PSA Financial Services Inc. [email protected]
Hunt Valley, MD
Matt CarringtonPresident
S. S. [email protected]
Birmingham, AL
BANK/TASC ROSTER
Peter Jacavone IIIVP, Assistant Sales Manager
Starkweather & Shepley Insurance Brokerage, [email protected]
East Providence, RI
Brian GriffinPresident & Chief Operating Officer
The Plexus [email protected]
Deer Park, IL
Max SmithExecutive Vice President
TrueNorth Companies [email protected]
Cedar Rapids, IA
Alan SternerSenior Vice President
Coopersburg, PA
David SoforenkoPresident & COO
Starkweather & Shepley Insurance Brokerage, [email protected]
East Providence, RI
Michael WilkeningMarketing Communications Manager
The Plexus [email protected]
Deer Park, IL
Tammy SpethCorporate Business Development Specialist
TrueNorth Companies [email protected]
Cedar Rapids, IA
Jude GriegoVice President
WAFD Insurance [email protected]
Albuquerque, NM
Scott HillPresident
The Harry A. Koch [email protected]
OMAHA, NE
Adam RathjeDirector of Strategic Initiatives
TrueNorth Companies [email protected]
Cedar Rapids, IA
Dennis BoyleSenior VP, EB Practice Leader
Lansdale, PA
Duane HensonPresident
WAFD Insurance [email protected]
Mount Vernon, WA
Walter FawcettChief Executive Officer
The Plexus [email protected]
Deer Park, IL
Duane SmithPresident & CEO
TrueNorth Companies [email protected]
Cedar Rapids, IA
Ron FlahertyPresidentUnivest
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
[email protected](440) 220-5430Woodmere, OH
Lexi BalesEvent Coordinator
[email protected](440) 220-4082Woodmere, OH
Steve BollandManaging Director
[email protected](212) 972-4880New York, NY
George BucurVice President
[email protected](440) 392-6543Woodmere, OH
Mike AmicarelliSales Performance Consultant
[email protected](440) 220-5431Woodmere, OH
Meghan BlahaAdministrative Assistant
[email protected](440) 392-6574Woodmere, OH
Megan BosmaSenior Vice President
[email protected](440) 392-6553Woodmere, OH
Lauren ByersVice President - Marketing
[email protected](440) 392-6546Woodmere, OH
E. J. ArgusonSenior Consultant
[email protected](214) 556-1460
Plano, TX
Luke BlissSenior Talent Acquisition Specialist
[email protected](616) 828-5993Grandville, MI
Dottie BrownProject Coordinator, Broker/Dealer
[email protected](440) 392-6585Woodmere, OH
Christina CarzooMarketing Coordinator
[email protected](440) 220-4104Woodmere, OH
Beth BaileyExecutive Assistant
[email protected](440) 392-6701Woodmere, OH
Donna BolingerConsulting Analyst
[email protected](616) 214-3148Grandville, OH
Brett BuckinghamLead Search Consultant
[email protected](616) 214-3012Grandville, MI
Molly ConnellSenior Consultant
[email protected](440) 392-6584Woodmere, OH
STAFF ROSTER
Michael D'AlessandroFinancial Analyst
Michael.D'[email protected](440) 392-6540Woodmere, OH
Justina DuganAccountant
[email protected](440) 392-6576
,
Michael GogolaConsultant
[email protected](616) 828-0604Grandville, OH
Stephanie HanayikCCO, Vice President
[email protected](440) 392-6568Woodmere, OH
Chris DarstSenior Vice President
[email protected](949) 234-9648Dana Point, CA
Brian EgglestonNational Organic Growth [email protected]
(616) 828-5533Grandville, MI
James GrahamSenior Consultant
[email protected](949) 272-0351Dana Point, OH
Brett HimesSenior Vice President
[email protected](440) 637-8122Woodmere, OH
Steve DassaniConsultant
[email protected](440) 637-8118Woodmere, OH
Courtney FerraraSenior Consultant
[email protected](440) 392-6586Woodmere, OH
Eric HallinanVice President
[email protected](949) 234-9652Dana Point, CA
Kyle HoeftSenior Consultant
[email protected](616) 723-8428Grandville, MI
Valerie DeMellExecutive Vice President
[email protected](440) 392-6571Woodmere, OH
Dustin GiovannelliConsultant
[email protected](949) 234-9649Dana Point, CA
Rob HamiltonVice President
[email protected](616) 723-8373Grandville, MI
Kristin HoweConsultant
[email protected](616) 723-8374Grandville, MI
STAFF ROSTER
Jonathan HullFinancial Analyst
[email protected](212) 972-4880
New York City, NY
Adam KlugTalent Aquisition Specialist
[email protected](616) 723-8429Grandville, MI
Jan LesniokData Administrator
[email protected](440) 392-6570Woodmere, OH
Sarah LucasVice President
[email protected](616) 723-8375Grandville, MI
Jua'nean JonesAdministrative Assistant
[email protected](440) 392-6580Woodmere, OH
Nick KormosVice President
[email protected](440) 392-6563Woodmere, OH
Tom LinnExecutive Vice President
[email protected](949) 234-9647Dana Point, CA
Amber MartinSenior Accountant
[email protected](440) 220-5434Woodmere, OH
Danica JonesProject Coordinator
[email protected](440) 392-6565Woodmere, OH
Stephen KraigApplication Developer
[email protected](440) 637-8120Woodmere, OH
Brooke LiuRegional Team Leader
[email protected](616) 828-0741Grandville, MI
Jack McDermottData Analyst
[email protected](440) 392-6577Woodmere, OH
Micki KincaidProject Coordinator, Networks
[email protected](440) 392-6550Woodmere, OH
Robin LandConsultant
[email protected](214) 556-1458
Plano, TX
Albert LloydExecutive Vice President
[email protected](440) 392-6562Woodmere, OH
Tom McDonaldVice President
[email protected](440) 392-6700Woodmere, OH
STAFF ROSTER
Bryan McMullanIT Director
[email protected](440) 392-6549Woodmere, OH
Chad MorganVP, Insurance Services [email protected]
(949) 234-9653Dana Point, CA
Swar PatelData Analyst
[email protected](440) 220-4115
,
Andy RobertsSenior VP/IT Manager
[email protected](440) 392-6545Woodmere, OH
Mike MetzChief Financial Officer
[email protected](440) 392-6588Woodmere, OH
Erin MurrayAdministrative Assistant
[email protected](440) 220-4105Woodmere, OH
Zack PittmanSales Management [email protected]
(440) 220-4100Woodmere, OH
Chris RochfordTeam Leader, Producer [email protected]
(440) 392-6544Woodmere, OH
Mitch MikoleticConsultant
[email protected](440) 230-5432Woodmere, OH
Dale MyerManaging Director
[email protected](212) 972-4880New York, NY
Tami ProtheroConsultant
[email protected](949) 234-9651Dana Point, CA
Casey RogersConsultant
[email protected](440) 392-6573Woodmere, OH
Christina MoranBusiness Unit Manager, [email protected]
(440) 220-5273Woodmere, OH
Justin NockengustFinancial Analyst
[email protected](440) 392-6556Woodmere, OH
Rob RichardsFinancial Analyst
[email protected](616) 214-3123Grandville, OH
Chas RogersNetwork/Desktop Engineer
[email protected](440) 392-6567Woodmere, OH
STAFF ROSTER
Liz RogersHuman Resources Manager
[email protected](440) 392-6551Woodmere, OH
Dan SkowronskiSenior Vice President
[email protected](440) 392-6552Woodmere, OH
Jessica StogranVice President - Corporate [email protected]
(440) 392-6558Woodmere, OH
Gerard VecchioSenior Vice President
[email protected](212) 972-4886New York, NY
Jared RoySenior Consultant
[email protected](440) 392-6560Woodmere, OH
Bethany SnyderSenior Consultant
[email protected](440) 637-8121Woodmere, OH
Ben SwannVice President
[email protected](214) 556-1452
Plano, TX
Jordan VictorData Analyst
[email protected](440) 392-6561Woodmere, OH
Wendy SantiagoAdministrative Assistant
[email protected](212) 972-4880New York, NY
Daniel SosnayConsultant
[email protected](212) 972-4880New York, NY
Phil TremSenior Vice President
[email protected](440) 392-6547Woodmere, OH
Curt VondrasekVice President
[email protected](440) 392-6707Naperville, IL
Kerry SarosyHuman Resources [email protected]
(440) 392-6554Woodmere, OH
Rachelle SpencerSenior PHP Analyst
[email protected](440) 392-6569Woodmere, OH
Brad UngerVice President
[email protected](440) 220-5435Woodmere, OH
Elissa WaldmullerResearch Analyst
[email protected](440) 392-6582Woodmere, OH
STAFF ROSTER
Wayne WalkottenExecutive Vice President
[email protected](616) 723-8372Grandville, MI
Andy WhiteFinancial Analyst
[email protected](440) 220-4081Woodmere, OH
Doug YohCEO Emeritus
[email protected](440) 392-6542Woodmere, OH
Christi WallarVice President/Controller
[email protected](440) 392-6541Woodmere, OH
Holly WilliamsAdministrative Assistant
[email protected](440) 392-6710Woodmere, OH
Dani ZhelezovaData Consultant
[email protected](440) 392-6566Woodmere, OH
Bonnie WeiseAdministrative Assistant
[email protected](616) 828-0149Grandville, MI
Jim WocheleUnit Manager, Sales [email protected]
(440) 392-6559Woodmere, OH
John WeplerChairman and CEO
[email protected](440) 392-6572Woodmere, OH
Alison WolfDirector of Research
[email protected](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.
NOTES
NOTES
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
