Supercharge your Insurance Business
How to take your insurance business to the next level





Hear from some of America’s leading insurance professionals at this important LIVE virtual event. Designed to help you grow your business exponentially, this event is also an incredibly effective way to network with your peers and other industry leaders

12:45pm - 1:00pm Registration and Virtual Orientation


1:00pm - 1:45pm Building Your Business

Hear from the country’s top brokers as they discuss how they’ve set themselves apart from thousands of other insurance professionals during uncertain times. Learn how to take your business to the next level from experts in marketing and sales, and adapt their tips and strategies to suit your business model.

• Find out the areas where California’s most successful brokers are gaining the most traction
• Learn how to make your digital marketing stand out from the crowd with best SEO and social media practices 
• Discover how to pump up your inbound sales leads by 25% to 35% in the next 30 days



Meg McKeen Meg Mckeen, Founder, Adjunct Advisors
Jacob Reeleder Jacob Reeleder, Global Digital Manager - SEO and Engagement, Key Media
Nathan Labenz Nathan Labenz, CEO, Waymark
Ryan Dohrn Ryan Dohrn, Sales Strategist, Brain Swell Media
Paul Lucas Paul Lucas, Managing Editor, Insurance Business America


1:55pm -2:30pm Cannabis Insurance

In this panel discussion, you’ll hear from industry experts on new regulations, market trends and emerging developments that will impact the future of insurance.

• Regulations
• Risks and exposures 
• Opportunities for brokers 
• D&O and E&O coverage 
• Cargo insurance for cannabis
• Claims handling
• Policy needs
• Product liability


Trish King Trish King, AVP Commercial Underwriting, Aspera Insurance Service
Jodi Green Jodi Green, Cannabis Attorney, Nicolaides Fink Thorpe Michaelides Sullivan
Kieran J. O’Rourke Kieran J. O’Rourke, Vice President, Director of Underwriting, Cannasure


1:00pm - 5:30pm

Partner Lounge

2:35pm - 3:10pm Environmental

This solution room brings together a few experts in Transportation and Environmental Insurance.

The commercial auto market has been in turmoil the past several years with less capacity, increasing rates, and carrier leaving the auto market. These changes are even more pronounced when looking at hazmat classes of business. Given the increased complexity of hazmat auto and narrow underwriting appetite, brokers need to understand the latest trends in the industry to assist their customers.


Reneé Miller Renee Miller, Chief Underwriting Officer, Freberg Environmental
Greg Crouse Greg Crouse, President, Crouse and Associates
Brenda Ryberg Brenda Ryberg, Vice President - Hazmat Truck, Freberg Environmental
Vicky Whitaker Vicky Whitaker, Resolution Manager Supervisor, Gallagher Bassett




3:15pm - 4:15pm Succession Planning & Mergers & Acquisition

Choosing your own destiny – don't be limited in your ability choose the direction you want to take your business – create your own choices

• COVID-19 impact on access to acquisition financing
• Is this 2020 the year to execute your Succession plan?
• Trends in acquisition structures
• What factors do banks consider when financing an acquisition?
• Should I sell or perpetuate?


Joel Cavaness

Joel Cavaness, President, Risk Placement Services

Paul Thivierge Paul Thivierge, Director, Commercial Banking - Insurance, BMO Harris Bank
Morgan Long Morgan Long, AVP, Loan Officer, Live Oak Bank
Kelly Drouillard Kelly Drouillard, Senior Vice President, Live Oak Bank



4:20pm - 4:50pm Cyber Insurance

As the digital landscape continues to change for many companies across the world, cyber risks are evolving and multiplying.

• Emerging trends and risks
• Risk mitigation techniques
• New risks from remote work


David Derigiotis David Derigiotis, National Professional Liability Practice Leader, Corporate Senior Vice President, Burns & Wilcox
Jeffrey Dennis Jeffrey Dennis, Partner, Newmeyer Dillion
Matthew Lefchik Matthew Lefchik, Director North America Cyber Risk Management Services, Node International



4:20pm - 4:50pm Workers Compensation

Businesses could face a higher risk of workers’ compensation claims as their employees return to work once COVID-19 restrictions are lifted. This panel of workers’ compensation professionals will discuss workers’ comp risks associated with returning to work.

• Best practices for mitigating and managing workers’ comp risk
• How workers' compensation fits with other social safety net programs
• Top tips for brokers and agents on how to tackle these issues with clients
• Strategies for navigating a hardening insurance market


Glenn Shor Glenn Shor, Lecturer in Public Health, University of California Berkeley, and California State University, Sacramento
Nicole Corey Nicole Corey, Workers Compensation Claim Advocate,
California Work Comp Advocacy
Josh Diggs Josh Diggs, Director of Workers' Compensation, Orion Risk Management




4:55pm - 5:30pm Closing Keynote

Diversity & Inclusion

Hear from top industry professionals on the business value of diversity.

• Initiatives to increase the participation of underrepresented groups in leadership
• Practical tips to attract diverse candidates and build diverse teams
• A closer look at why diversity matters in insurance
• Strategies for developing a personal leadership style
• The value of mentorship


Miracle Johnson Miracle Johnson, Senior Consultant, Deloitte
Martina Hahn Martina Hahn, Chief Product Officer, The Zebra
Dennis Kennedy Dennis Kennedy, Founder & Chairman, National Diversity Council
Perika Sampson Perika Sampson, Executive Director, Sr. Regional Diversity Officer, Morgan Stanley
Kim Waller Kim Waller, Practice Leader - Diversity Solutions, Willis Tower Watson


Come and meet the industry, ask questions, find new suppliers – live booths with representatives from:

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Throughout the event, speed network with randomly selected brokers, or chat live with any of the other attendees.

*Please note that all times listed are Pacific Standard Time.


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