Day 1 · Monday, November 9

9:00 AM -
11:00 AM

ReSource Lounge Begins

9:00 AM - 5:00 PM

Office Hours

9:00 AM - 11:00 AM
11:00 AM -
11:45 AM
Sales Excellence

Networking Round Tables - Influential Relationship Management / Virtual Selling

Fusce sit amet volutpat risus, eu dapibus tellus. In tempus ipsum at ipsum pulvinar, quis aliquet erat bibendum. Read More...

11:00 AM - 11:45 AM
HEADSHOTS &
BIO LINKS
Productivity

Networking Round Tables - Streamlining Operations: Where to Begin

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus malesuada eleifend nunc et tristique. Fusce non hendrerit nulla, ac porta nunc. Read More...

11:00 AM - 11:45 AM
HEADSHOTS &
BIO LINKS
Leadership

Networking Round Tables - Integrating Technology Into Our Business Opportunities

Proin tincidunt eu lorem ut gravida. Sed orci libero, posuere eget elementum sed, eleifend id justo. Duis elementum sem eget arcu tempor tempus. Read More...

11:00 AM - 11:45 AM
HEADSHOTS &
BIO LINKS
11:45 AM - 12:00 PM

Introduction from the CEO

11:45 AM - 12:00 PM
Dan Epstein

Dan Epstein
Chief Executive Officer

12:00 PM -
12:45 PM

Keynote | Digitalization / Sales (Said & Frank)

12:00 PM - 12:45 PM

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.

12:00 PM - 12:45 PM
Frank Pennachio

Frank Pennachio
Principal Oceanus Partners

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...

12:00 PM - 12:45 PM
Steve Anderson

Steve Anderson
President of The Anderson Network

12:45 PM -
1:00 PM

Coffee Break

12:45 PM - 1:00 PM
1:00 PM -
1:45 PM
Sales Excellence

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...

1:00 PM - 1:45 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

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...

1:00 PM - 1:45 PM
Sandeep Karoor

Sandeep Karoor
Director
Client Development

Rob Mueller

Rob Mueller
Solutions Architect

Leadership

Anuj Jain Session #2

Proin tincidunt eu lorem ut gravida. Sed orci libero, posuere eget elementum sed, eleifend id justo. Duis elementum sem eget arcu tempor tempus. Read More...

1:00 PM - 1:45 PM
HEADSHOTS &
BIO LINKS
1:45 PM -
2:15 PM

ReSource Lounge

1:45 PM - 5:00 PM

Office Hours

1:45 PM - 2:15 PM
2:15 PM -
3:00 PM
Sales Excellence

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...

2:15 PM - 3:00 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

Frank Phillips Session #1

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus malesuada eleifend nunc et tristique. Fusce non hendrerit nulla, ac porta nunc. Read More...

2:15 PM - 3:00 PM
HEADSHOTS &
BIO LINKS
Leadership

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...

2:15 PM - 3:00 PM
Amber Brethouwer

Amber Brethouwer
AVP, Client Development

3:00 PM
- 5:00 PM

ReSource Lounge

3:00 PM - 5:00 PM

Office Hours

3:00 PM - 5:00 PM

Day 2 · Tuesday, November 10

9:00 AM -
11:00 AM

ReSource Lounge Begins

9:00 AM - 5:00 PM

Office Hours

9:00 AM - 11:00 AM
11:00 AM -
11:15 AM

Morning Welcome Reception

11:00 AM - 11:15 AM
11:15 AM -
12:00 PM
Sales Excellence

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...

11:15 AM - 12:00 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

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...

11:15 AM - 12:00 PM
Nathan Dionne

Nathan Dionne
Chief Strategy Officer and Cofounder, NorthOut

Leadership

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...

11:15 AM - 12:00 PM
Cheryl Kusick

Cheryl Kusick
Principal Operations Consultant

Kimberly Decort

Kimberly Decort
Implementation Consultant

12:00 PM -
12:30 PM

ReSource Lounge

12:00 PM - 5:00 PM

Office Hours

12:00 PM - 12:30 PM
12:30 PM -
1:15 PM
Sales Excellence

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...

12:30 PM - 1:15 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

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...

12:30 PM - 1:15 PM
Brenda Grow

Brenda Grow
Senior Sales Support Specialist

Leadership

Open Session Space

Proin tincidunt eu lorem ut gravida. Sed orci libero, posuere eget elementum sed, eleifend id justo. Duis elementum sem eget arcu tempor tempus. Read More...

12:30 PM - 1:15 PM
HEADSHOTS &
BIO LINKS
1:15 PM -
1:30 PM

Coffee Break

1:15 PM - 1:30 PM
1:30 PM -
2:15 PM
Sales Excellence

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...

1:30 PM - 2:15 PM
Frank Pennachio

Frank Pennachio
Principal
Oceanus
Partners

Susan Toussaint

Susan Toussaint
Principal
Oceanus
Partners

Productivity

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...

1:30 PM - 2:15 PM
Steve Anderson

Steve Anderson
President of The Anderson Network

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...

1:30 PM - 2:15 PM
Douglas Ferguson

Douglas Ferguson
President, Voltage Control

2:15 PM -
3:00 PM
Sales Excellence

Networking Round Tables - Data Analytics & Solutions

Fusce sit amet volutpat risus, eu dapibus tellus. In tempus ipsum at ipsum pulvinar, quis aliquet erat bibendum. Read More...

2:15 PM - 3:00 PM
HEADSHOTS &
BIO LINKS
Productivity

Networking Round Tables - Anuj/ Frank Carrier Round Table?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus malesuada eleifend nunc et tristique. Fusce non hendrerit nulla, ac porta nunc. Read More...

2:15 PM - 3:00 PM
HEADSHOTS &
BIO LINKS
Leadership

Networking Round Tables - Growth Hacks - Innovating from Within

Proin tincidunt eu lorem ut gravida. Sed orci libero, posuere eget elementum sed, eleifend id justo. Duis elementum sem eget arcu tempor tempus. Read More...

2:15 PM - 3:00 PM
HEADSHOTS &
BIO LINKS
3:00 PM
- 5:00 PM

ReSource Lounge

3:00 PM - 5:00 PM

Office Hours

3:00 PM - 5:00 PM