Event Schedule

Day 0

Tuesday, April 22nd

1:00pm - 4:00pm

Add-on Learning

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Master Class #1

Maneuvering the Maze: Mastering Licensing and Compliance Across Multiple Regulatory Jurisdictions

Speakers:
Stefanie Cantu - ReSource Pro
Joyce King - ReSource Pro

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Master Class #2

Part 1: Premium Leakage? Plug the Problem Drain
Part 2: Data Dilemmas: From Chaos to Clarity

Speakers:
Salina Lau - LAI
Troy Welch - LAI

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Master Class #3

Simplify, Standardize, Succeed: Practical Strategies for Digital Transformation

Speakers:
Karie Wood - ReSource Pro
Erin Neff - ReSource Pro
Vinay Shah - ReSource Pro

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Master Class #4

Navigating the Fast Lane: MGA and Front Carrier Strategies for Success

Speakers:
Kris George - MIS
Zenobia Hastie - MIS
Nathan Coomes - Insurity
Geoff Keast - INSTANDA

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6:00pm - 9:00pm

Golden Hour Social Welcome Reception

Day 1

Wednesday, April 23rd

7:30am - 8:30am
Breakfast

8:30am - 9:45am

Intro & Networking Roundtables
Break

10:00am - 10:30am

CEO Welcome

Dan Epstein

CEO, ReSource Pro

10:30am - 11:15am

Keynote Presentation

Michael Schachtner, PhD

Managing Director & Partner, BCG
Coffee / Rest Break

11:30am - 12:15pm

Big Ideas: Ted-style Talk

11:35am

Insurtech, Technology, Market insights, Research

11:55am

Future of Insurance

12:15pm

Where Wall Street Meets Main Street

12:35pm - 2:00pm
Lunch

2:00pm - 3:20pm

Getting it Right: Strategy to Execution

2:00pm

Retail

2:20pm

MGA/Wholesaler

2:40pm

Carrier

3:00pm

Insurtech
Break

3:40pm - 4:30pm

Keynote: Innovation in the Age of AI

Josh Linkner

NY Times Bestseller & Distinguished Tech Entrepreneur

4:30pm - 5:45pm

Happy Hour

6:30pm - 8:30pm

Offsite dinners

Day 2

Thursday, April 24th

8:00am - 9:00am
Breakfast

9:00am - 10:30am

Retail P&C Track

9:00am - 9:10am

Welcome - Big Themes in Retail P&C Business

9:10am - 9:40am

Future-Ready Business: Blending Talent, Tech, and Insurance

9:40am - 10:30am

Operational Tune-Up: Tools for Smooth Operations

Retail EB Track

9:00am - 9:10am

Welcome - Big Themes in Employee Benefits Business

9:10am - 9:40am

Ted Talk: Employee Benefits

9:40am - 10:30am

The Latest & Greatest in EB Law and Compliance

Carrier and MGA/Wholesale Track

9:00am - 9:10am

Welcome - Big Themes in Carrier, MGA & Wholesale Business

9:00am - 10:00am

Facilitated Use Case Discussion: AI

10:00am - 10:30am

A Rising Opportunity: E&S
Coffee break

10:45am - 12:00pm

Retail P&C Track

10:45am - 11:15am

The AI Advantage: Powering Insurance Operations

11:15am - 12:00pm

Panel: Thriving Amid Change: Insights from Insurance Leaders

Retail EB Track

10:45am - 11:15am

Is your EB Program...Well? A look into Open Enrollment

11:15am - 12:00pm

Self-Funded Health Plans: The Silent Threats and Big Opportunities

Carrier and MGA/Wholesale Track

10:45am - 11:15am

Growth & Compliance: Let's Make It Work

11:15am - 12:00pm

Transforming Underwriting in this New Era

12:00pm - 1:15pm
Lunch

12:00pm - 1:15pm
Lunch: Limited Attendance - Women in Insurance

1:15pm - 2:30pm

Retail P&C Track

1:15pm - 1:45pm

Beyond Limits: Optimizing Agency Capacity for Breakthrough Results

1:45pm - 2:30pm

Indulge in Innovation: AI & Tech in Practice

Retail EB Track

1:15pm - 1:45pm

From Liability to Efficiency: Transforming Eligibility Management

1:45pm - 2:30pm

PANEL: How to Maximize Your ReSource Pro Relationship

Carrier and MGA/Wholesale Track

1:15pm - 1:45pm

Core Systems: Let's Make It Simple

1:45pm - 2:30pm

Closing the Loop on Exposure Management
Break

2:45pm - 3:30pm

General Session

To be announced
Break

3:45pm - 4:45pm

Endnote

To be announced

4:45pm - 5:00pm

Closing Speech

5:00pm - 6:00pm
Break/Shuttles

6:00pm - 9:00pm

Decades Crawl Farewell Party