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Event Schedule

Welcome Reception

6:00 PM to 9:00 PM
Bayside Lawn

Neon Nights: Bayside Welcome Party

Sponsored by Synatic

8:00 AM to 9:00 AM

Breakfast

9:00 AM to 10:00 AM

Networking Roundtables

Break

10:15 AM to 10:25 AM

CEO Welcome

Dan Epstein, CEO, ReSource Pro

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Dan Epstein

Dan Epstein

CEO, ReSource Pro

10:25 AM to 11:10 AM

Keynote: Sky's The Limit Reimagining Operations and Tech

Evey Cormican, Boeing 757/767 Captain, CEO and Founder of Visionary Training Resources

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Evey Cormican

Evey Cormican

Boeing 757/767 Captain, CEO and Founder of Visionary Training Resources

11:10 AM to 12:15 PM

Minds in Motion: Ted Talk Hour

Hear from Industry Insiders

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Retail

Carrier

MGA

Insurtech

11.15 AM

11.30 AM

11.45 AM

12.00 PM

Josh Levine

Josh Levine

Cake & Arrow

Jamie Luce

Jamie Luce

AIR Parametric

Daren Eiri

Daren Eiri

Arrowhead

Geoff Keast

Geoff Keast

Instanda

Luncheon - Sponsored By One Inc

1:30 PM to 3:00 PM

From Vision To Victory: Celebrating Customer Success

Hear from Industry Insiders

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Retail

Carrier

MGA

Insurtech

01.35 PM

01.55 PM

02.15 PM

02.35 PM

Libby Fanini

Libby Fanini

IMA

Sheila Simmons

Sheila Simmons

Midwest Employers Casualty

Gabe Barajas

Gabe Barajas

Paul Hanson Partners

Mark Breading

Mark Breading & Meredith Barnes-Cook

ReSource Pro

3:00 PM to 4:30 PM

Keynote: The Nexus of Tactical Excellence and Leadership

Alden Mills, Inc. 500 CEO, Entrepreneur, Best-Selling Author, Navy SEAL

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Alden Mills

Alden Mills

Inc. 500 CEO, Entrepreneur, Best-Selling Author, Navy SEAL

4:30 PM to 6:00 PM

Happy Hour

6:00 PM

Off-Site Dinners

Choose Your Track

Carrier/MGA/Wholesale

Retail P&C

Retail EB

Breakfast

9:00 AM

Welcome - Carrier & MGA Big Themes with Ernie Feirer and Fatima Dean

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Welcome - P&C Big Themes with Adam Ranes and Brenda Grow

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Welcome - EB Big Themes with Juniper Wettengel

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9:10 AM

State of the Insurance Labor Market & Challenges Moving Forward with Mike Abate (9:10-9:30am)

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Synergy in Sync: The Art of Acquisition from a Cultural Lens with Patrick Vaughn

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Data Defense: Fortifying Employee Benefits Against Cyber Threats with Laura Brown

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9:45 AM

The Future of Underwriting is Still About the People with Meredith Barnes-Cook and Jasper Li (9:30-10:00am)

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A Contrarian View to P&C Core Systems with Luke Magnan and Mark Breading (10:00-10:30am)

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Insuring the Future: Next-Gen Talent from Millennials to Gen Alpha with Noelle Codispoti

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Top Employee Benefits Compliance Issues with Bob Radecki

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Coffee Break

10:45 AM

Click Here for Cyber Chaos... (But Don't!) - Navigating the Digital Wild West with Beau Bechelli (10:45-11:30am)

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Streamlining Success: Change Management in Multi-Office Insurance Operations with Scott Lorenzen

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Measuring Up: The Competitive Edge in Employee Benefits Benchmarking with Cheryl Kusick and Steve Murphy (10:45-11:30am)

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11:15 AM

Market Dynamics: The Evolving Role of Insurtech MGAs with Mark Breading (11:30am-12:00pm)

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The Hidden Drain: Securing Profits through Strategic Business Operations with Brenda Grow

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Ebbs & Flows of the EB Lifecycle with Cheryl Kusick and Steve Murphy (11:30am-12:00pm)

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Lunch

12:15 PM

LIMITED SEATING SESSION: Future-Proofing the Human Workforce in a World of AI with Jared Weiner (12:15pm-1:00pm)

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1:15 PM

Future-Proofing Wholesale and MGA Insurance: Trends, Trials, and Transformations with Neal Enriquez (1:15-1:55pm)

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Unlocking Potential: Solving Problems with Purpose with Brittany Boyer and Caroline Schneider (1:15-1:45)

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Partner Panel: ReSource Pro and Employee Benefits - How Can We Do Better Together? Moderated by Sandy Heist

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1:45 PM

Leveling Up Customer Experience with Lisa Stahl and Tiffany Poletti (1:55-2:25pm)

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Unlocking Business Potential: Harnessing Intelligent Automation for Competitive Edge with Vinay Shah (1:45-2:25)

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Town Hall - Employee Benefits Unpacked with Juniper Wettengel

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Coffee Break

2:40 PM to 3:20 PM

OKR Workshop - Setting The Stage

Brett Knowles, Executive Partner, PM2 Consulting

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Brett Knowles

Brett Knowles

Executive Partner, PM2 Consulting

3:20 PM to 4:00 PM

OKR Workshop - Put It In Action

Brett Knowles, Executive Partner, PM2 Consulting

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Brett Knowles

Brett Knowles

Executive Partner, PM2 Consulting

Break

4:15 PM to 4:45 PM

The Future of Work + Talent: Moving From AI to IA (Intelligence Augmentation)

Jared Weiner, Executive Vice President & Chief Strategy Officer, The Future Hunters

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Jared Weiner

Jared Weiner

Executive Vice President & Chief Strategy Officer, The Future Hunters

4:45 PM to 5:00 PM

CEO Champagne Toast and Closing Speech

Dan Epstein, CEO, ReSource Pro

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Dan Epstein

Dan Epstein

CEO, ReSource Pro

Break

5:30 PM

Party At The Prado in Historic Balboa Park

Coronado Island Marriott Resort - Pool
Coronado Island Marriott Resort - Lobby
Coronado Island Marriott Resort - Courtyard