DAY 1 · SEPTEMBER 9

7:30 AM -
8:00 AM

Registration for Master Class

Presidential Foyer
7:30 AM - 8:00 AM
8:00 AM - 10:00 AM
Master Class

Fundamentals of Leading Through Change and Project Management – Part 1

Typically, half of all projects fail or don't achieve the desired business outcomes. Create a new standard of success by leveraging project management and change leadership best practices. Read More...

Presidential Ballroom B/C
8:00 AM - 10:00 AM
Kurt Kohorst

Kurt Kohorst
SVP, Operations
Advisory

Scott Lorenzen

Scott Lorenzen
Principal Operations Consultant

Master Class

Build a Better Team with Behavioral Interviewing Training

The War for Talent is not just challenging, it's downright hard and complex. Hiring candidates rarely comes with any formal training, and is incredibly costly if you get it wrong. Read More...

Presidential Ballroom D
8:00 AM - 10:00 AM
Carolyn Collier

Carolyn Collier
Talent Acquisition Supervisor

Josh Ward

Josh Ward
Manager,
Service
Delivery

Master Class

Emerging Risks Threatening Insurance Professionals and Their Clients – Part 1

The pace of change in the economy, insurance markets, and healthcare space continues to accelerate. Just as our profession solves problems and risks, new ones emerge. Read More...

Presidential Ballroom A
8:00 AM - 10:00 AM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

10:00 AM -
10:30 AM

Refreshment Break

Presidential Foyer
10:00 AM - 10:30 AM
10:30 AM - 12:00 PM
Master Class

Fundamentals of Leading Through Change and Project Management – Part 2

Typically, half of all projects fail or don't achieve the desired business outcomes. Create a new standard of success by leveraging project management and change leadership best practices. Read More...

Presidential Ballroom B/C
10:30 AM - 12:00 PM
Kurt Kohorst

Kurt Kohorst
SVP, Operations
Advisory

Scott Lorenzen

Scott Lorenzen
Principal Operations Consultant

Master Class

Lean 101: Intro to Lean Methodology

This workshop is extremely beneficial for individuals who have interest in or will be facilitating their own process improvement events as well as transforming their operations. Read More...

Presidential Ballroom D
10:30 AM - 12:00 PM
Cheryl Kusick

Cheryl Kusick
Principal Operations Consultant

Aaron Scharnweber

Aaron Scharnweber
Implementation Consultant

Master Class

Emerging Risks Threatening Insurance Professionals and Their Clients - Part 2

The pace of change in the economy, insurance markets, and healthcare space continues to accelerate. Just as our profession solves problems and risks, new ones emerge. Read More...

Presidential Ballroom A
10:30 AM - 12:00 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

1:00 PM -
2:00 PM

Registration for General Boot Camp

Presidential Foyer
1:00 PM - 2:00 PM
2:00 PM - 3:00 PM
Leadership

Think Like Jeff Bezos

Jeff Bezos created one of the world's most valuable companies with Amazon. Along the way, he used a "hidden in plain sight" roadmap to success, one that Steve Anderson shares. Read More...

Presidential Ballroom B/C
2:00 PM - 3:00 PM
Steve Anderson

Steve Anderson
President of The Anderson Network

Productivity

How Recruiting Can Be Your Killer Edge

We're in a candidate's market right now. Unemployment rates are low across industries, and for insurance, high retirement rates are making the battle for talent even more competitive. Read More...

Presidential Ballroom D
2:00 PM - 3:00 PM
Carolyn Collier

Carolyn Collier
Talent Acquisition Supervisor

Josh Ward

Josh Ward
Manager,
Service
Delivery

Sales

The Future is Specialization

Insurance buyers and risk managers are demanding to work with agents who understand their industry, business, and the challenges specific to their role in the organization. Read More...

Presidential Ballroom A
2:00 PM - 3:00 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

3:00 PM -
3:15 PM

Refreshment Break

Presidential Foyer
3:00 PM - 3:15 PM
3:15 PM - 4:45 PM
Practicum

Design Your Own Operations Solution

Learn how ReSource Pro's leading-edge clients are leveraging solutions to drive dramatic performance improvement, then apply the same process to your own organization. Read More...

Presidential Ballroom B/C
3:15 PM - 4:45 PM
Sandeep Karoor

Sandeep Karoor
Director
Client Development

Rob Mueller

Rob Mueller
Solutions Architect

Productivity

Create a Culture of Customer Centricity

A culture of customer centricity produces a trickle-down effect: customer retention improves, revenue grows, employee engagement increases. Read More...

Presidential Ballroom D
3:15 PM - 4:45 PM
Cheryl Kusick

Cheryl Kusick
Principal Operations Consultant

Kimberly Decort

Kimberly Decort
Implementation Consultant

Sales

Effective Risk Assessments: A Surprisingly Prevalent Blind Spot

Insurance buyers are demanding to know the risks they are facing today, and what risks are emerging in the future. However, due to increased demands on their time and focus, they too frequently say, "Just bring me a quote." Read More...

Presidential Ballroom A
3:15 PM - 4:45 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

5:00 PM -
7:00 PM

Welcome Reception/
Happy Hour

Presidential Foyer
5:00 PM - 7:00 PM
8:30 PM - 9:30 PM
Late Nite with Boot Camp

Campfireball Immersive Storytelling

This isn't your typical bedtime story. Shed your professional persona and let seasoned improviser Cory Howard guide you through an interactive storytelling experience. Read More...

The Executive, 2nd Floor
8:30 PM - 9:30 PM
Cory Howard

Cory Howard
Creator, Campfireball

Late Nite with Boot Camp

Digital Wellness

For all its convenience, our overabundance of digital technology has gotten in the way of us actually living our lives. The time has come for a different kind of tech support. Read More...

4th Ave Foyer, Lobby Level
8:30 PM - 9:30 PM
Giancarlo Pitocco

Giancarlo Pitocco
Founder
and CEO, Purposeful

DAY 2 · SEPTEMBER 10

8:30 AM - 9:45 AM

Networking Round Tables

Presidential Ballroom B/C
8:30 AM - 9:45 AM
9:45 AM - 10:00 AM

Introduction from CEO

Presidential Ballroom B/C
9:45 AM - 10:00 AM
Dan Epstein

Dan Epstein
Chief Executive Officer

10:00 AM - 11:15 AM

Keynote

New survey data sheds light on how the sales-service relationship inside agencies impacts both agency performance and carrier relationships. The findings have larger implications for how our industry as a whole needs to innovate, improve, and—above all—better serve our insureds.

Presidential Ballroom B/C
10:00 AM - 11:15 AM
Frank Pennachio

Frank Pennachio
Principal Oceanus Partners

11:15 AM –
 11:30 AM

Refreshment Break

Presidential Foyer
11:15 AM – 11:30 AM
11:30 AM - 12:30 PM
Practicum

Panel: How to Maximize Your ReSource Pro Relationship

Join us for a fireside chat with operations leaders as they discuss their experiences with ReSource Pro. We'll explore some of the biggest questions the panelists have faced. Read More...

Presidential Ballroom B/C
11:30 AM - 12:30 PM
Brenda Grow

Brenda Grow
Senior Sales Support Specialist

Innovation

Building a Better Agent-Underwriter Relationship

In the wake of remarkable M&A activity in carriers and agencies, how are underwriters coping with a hypercompetitive market? During this session we'll address macro-economic changes impacting insurers as well as how these changes impact the carrier-broker relationship. Read More...

Presidential Ballroom D
11:30 AM - 12:30 PM
Anuj Jain

Anuj Jain
Practice Leader - Insurers

Sales

Increase Sales and Retention by Leveraging Analytics

According to PwC, 74% of insurance buyers are looking to brokers for data analytics to help inform their decision-making. C-suite decision makers, especially Chief Financial Officers, are demanding more detailed data. Read More...

Presidential Ballroom A
11:30 AM - 12:30 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

1:30 PM - 3:00 PM
Innovation

Agency Technology Adoption and E&O Exposures

Technology is a key tool for effectively managing today's insurance agency. That same technology also presents risks and challenges that need to be addressed and managed to minimize your agency errors and omissions (E&O) exposure. Read More...

Presidential Ballroom B/C
1:30 PM - 3:00 PM
Steve Anderson

Steve Anderson
President of The Anderson Network

Leadership

Panel: Top 3 Issues Impacting Employee Benefits

This panel discussion will address the top challenges for EB agencies in 2020. In an open conversation with the audience, the panelists will share their experiences. Read More...

Presidential Ballroom D
1:30 PM - 3:00 PM
Amber Brethouwer

Amber Brethouwer
AVP, Client Development

Sales

Risks from Health Plan Costs are Rising—Are you Ready?

Looking ahead, fiduciaries' decisions about monitoring costs and who they appoint and hire to administer health plans will be important drivers of ERISA litigation. Read More...

Presidential Ballroom A
1:30 PM - 3:00 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

3:00 PM - 3:15 PM

Refreshment Break

Presidential Foyer
3:00 PM - 3:15 PM
3:15 PM - 4:45 PM
Leadership

Design Sprint 101: Your Secret Weapon for Launching New Ideas

Sick of slogging along with a slow-moving project? Try a Design Sprint. This concept, first tested in Google Ventures, helps fast-forward projects with laser-like focus over five days. Read More...

Presidential Ballroom B/C
3:15 PM - 4:45 PM
Douglas Ferguson

Douglas Ferguson
President, Voltage Control

Innovation

The Truth about AI

In this session, technology consultant Nathan Dionne will break down the truth and myths of AI, how leading insurtechs are changing our industry, and key obstacles to consider when starting your own digital transformation. Read More...

Presidential Ballroom D
3:15 PM - 4:45 PM
Nathan Dionne

Nathan Dionne
Chief Strategy Officer and Cofounder, NorthOut

Sales

How Commoditization Impacts Everyone

The perennial question, asked explicitly or implicitly, by insurance buyers is, "Why should I buy insurance from this agency and this insurance company when their price is higher than other options?" Read More...

Presidential Ballroom A
3:15 PM - 4:45 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

6:00 PM - 9:00 PM

Farewell Party

We're closing out Boot Camp with a fiery finale! Flamenco dancers and musicians are taking over the historic Prado exclusively for Boot Camp attendees. Grab your castanets and see if it's your lucky night for our biggest giveaway.

6:00 PM - 9:00 PM