Dan joined ReSource Pro in 2005 and became CEO one year later, leading it from a small startup to a company with over 4,000 employees in delivery centers in the US, China, and India. Dan has been named one of the "Hot 100" leaders in the insurance industry by Insurance Business America. Dan's résumé includes degrees from Columbia Business School and the London School of Economics, military service in the Israel Defense Forces, economic research in East Africa, international trade work in the US House of Representatives, vice chairmanship on the Board of the World Future Society, and several stand-up comedy gigs in New York City.

Frank Pennachio has spent 30 years leveraging his Workers' Compensation knowledge and teaching insurance agents how to market and manage Workers' Compensation programs. Before its evolution to Oceanus Partners, Frank co-founded The WorkComp Advisory Group in 2009 to help independent insurance agents implement a consultative approach to win business by competing on value. Frank is an expert in agency sales and marketing strategies designed specifically to reduce reliance on contingency commissions and increase agency revenues. He's worked with agents and experienced producers in an educational community setting for nearly a decade and has personally trained more than 1,000 agents.

Featured Sessions:

• The Future is Specialization - Learn How to Find Your Niche(s) and Grow
• The Glaring Blind Spot in Insurance Sales (Hint: It Has To Do With Risk Management)
• Leverage the Power of Analytics to Increase Sales and Retention - The Market Demands Data-driven Solutions
• Risks for Health Plan Costs Are Rising - Are You Ready?
• How Commoditization Impacts Everyone

Steve Anderson, MA, is a trusted authority on risk, technology, productivity, and innovation. He is the author of the Wall Street Journal, USA Today, and international bestselling book "The Bezos Letters: 14 Principles to Grow Your Business Like Amazon." He was recruited to be one of the original 150 LinkedIn Influencers and has over 340,000 followers. Steve and his wife, Karen, have two married daughters and seven young grandchildren. For more information, please consult: thebezosletters.com.

Featured Sessions:

• Think Like Jeff Bezos
• Agency Technology Adoption and E&O Exposures

For over a decade, Susan has been training, coaching, and developing programs to help insurance professionals overcome barriers to organic growth. In 2006, she started Injury Management Partners, and in 2009 she co-founded Oceanus Partners with her partner, Frank Pennachio. Today, she is a full-time trainer and consultant focused on developing products and training that help clients attract, acquire, and retain profitable, right-fit business.

Susan is recognized as a thought leader in the industry and frequently contributes to national publications on topics related to prospecting and selling. She enjoys developing confidence in new producers and creating content that inspires others to think differently.

Featured Sessions:

• The Future is Specialization - Learn How to Find Your Niche(s) and Grow
• The Glaring Blind Spot in Insurance Sales (Hint: It Has To Do With Risk Management)
• Leverage the Power of Analytics to Increase Sales and Retention - The Market Demands Data-driven Solutions
• Risks for Health Plan Costs Are Rising - Are You Ready?
• How Commoditization Impacts Everyone

CIC, CRM, CPCU, ARM, AU, AAI, CRIS, MLIS, TRIP

Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several New Jersey agencies.

In addition to her work with E&K, Cathy provides education and consulting services to agents, brokers and others. She is a National Faculty member of The National Alliance and serves as a mentor for new CIC and CISR faculty. Cathy is a regular presenter for various agents' associations and other organizations and has taught both pre-licensing and continuing education courses. She has written courses and articles on various insurance topics.

Angela's passion and dedication to independent insurance agencies are evident through her work building the industry's premier resource for consultative advice, training, and staff augmentation. She began her career in 1985 in agency accounting. Before starting her own business in 2001, Angela worked as an Agency Owner, Chief Financial Officer, and Commercial and Marketing Manager. Her experience working in agencies and deep understanding of the technology they use makes her an in-demand presenter for organizations across the country, including NetVU. She also maintains a close relationship with Vertafore. As an Orange Partner, Angela Adams Consulting often works closely with Vertafore on testing new releases and discussing agency needs. Angela truly understands agency culture and staff dynamics, and through her work leading Angela Adams Consulting, she has built a team of 70+ customer-focused and experienced individuals. Angela prides herself on moving beyond obstacles created by software, outdated processes, or inexperience. She and her team understand that each agency is unique, thus think outside the box to deliver customized solutions for clients, shining the light to their success!

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Cheryl joined ReSource Pro in 2018 and is currently focused on supporting clients in change management, developing standardized effective process, leading end-to-end value stream mapping, and developing success measurements. Prior to joining ReSource Pro, she held various leadership roles with a US-based insurance carrier, including serving as Vice President of Employee Benefits Operations. In this role, she was responsible for the implementation of technology and process improvement advancements to increase efficiency and elevate the customer experience. She has also led cultural and business transformations and business process outsourcing transitions across multiple global locations for business processing and customer contact centers.

Kimberly joined ReSource Pro in 2019 and is currently focused on supporting clients through change management, measuring the success of the business relationship, and developing standardized, effective processes. Prior to joining ReSource Pro, she spent 17 years with a leading Property and Casualty carrier. She has held various roles focused on developing agents on sales practices to grow their businesses profitably and improve customer retention rates. When she's not working, you can find Kimberly headed to the mountains with her husband or relaxing with a good book.

Mark is known for his insights on the future of the insurance industry and innovative uses of technology. Mark consults with insurers and technology companies on forward-thinking strategies for success in the digital age. His inventive methodologies, fresh ideas, creative conceptualizations, and ability to incorporate InsurTech and transformational tech in business strategies are unparalleled. He also leads SMA's research program, publishing 25-30 research reports per year and conducting various custom research projects for insurer and vendor clients. His thought leadership in the areas of InsurTech, transformational technologies, customer experience, and digital strategies has earned him a ranking of one of the "Top Global Influencers in InsurTech" by InsurTech News and Onalytica and a place in the ten finalists for the "Top Global IoT in Insurance Influencer Award."

Before joining SMA in 2009, Mark spent 25 years with IBM in roles including the Global Insurance Strategist and Director of Global Financial Services Executive Conferences in addition to leadership roles in consulting and marketing. Mark co-developed IBM's Account Based Marketing program and led the global project office to implement ABM across all industry verticals worldwide. Mark has held both technical and business roles in sales, consulting, marketing, and business strategy and has advised insurers around the world for almost 30 years.

Sandeep joined ReSource Pro from Deloitte Consulting where he was Senior Manager and Advisor on Globalization and Outsourcing. Sandeep brings 25 years of business services experence as an advior and consultant to clients on their outsourcing/globalization optimization journeys and strategies. While a majority of his time has been spent in the insurance industry, he has also worked with banking, asset management, retail and not-for-profit industries. His global work experience includes long-term roles in the U.S, U.K, Scandinavia, India, and Singapore. Sandeep lives in Dallas, Texas with his wife Shilpa, daughter Ichha, and their dog Mowgli.

Before joining ResourcePro, Rob worked on the agency side, including as AVP of Operations for a top-10 global broker. Rob's 15 years of experience includes exposure to both the Employee Benefits side and the Property & Casualty sides of insurance. He holds an MBA from the University of Denver and BA in Economics from Lewis and Clark College in Portland, Oregon. In his current role of Solutions Architect, Rob partners both internally and externally to drive exciting changes for ReSource Pro clients.

Brenda joined ReSource Pro in March 2016 with over 30 years in the insurance industry, starting as a rater for a large insurance carrier. She spent many years at a large retail insurance agency, where she started as an Account Assistant, working through the ranks to her eventual position as Senior Vice President, Commercial Services Manager and Director of Strategic Initiatives. Brenda is a licensed Property & Casualty agent in California and holds the ARM and CIC designations. She also serves on the CISR Board of Directors through the National Alliance.

Carol has over 30 years of experience as a licensed insurance professional and operational leader. Her current role at SullivanCurtisMonroe includes executive management of commercial and personal lines service teams, IT, facilities, and corporate operations. She leads cross-functional project teams in a collaborative process to support managers and teams in the right places to reach their goals through defining, vetting, and guiding integration of systems and new processes. Carol enjoys mentoring individuals in their personal growth, and teams in process improvements, lean mapping, and agile development. She loves watching for, and adjusting to industry and social disrupters to drive business readiness, sustainability, and lasting personal relevance.

Belquis Sharif is Vice President and Operations Manager at Alliant Specialty Group and works with various departments on operations planning and corporate compliance. In addition, she assists HR with recruitment and candidate screening and helps local leaders manage employee relationships. She also contributes to the development and implementation of national operational policies and procedures.

In addition to her operational role, Belquis manages the relationship between Alliant and ReSource Pro at the corporate level, and specific to Specialty Group, assists in onboarding new offices and managing workflow.

Over the past 27 years at Alliant, Belquis has been involved in several operations ranging from client service to operations management. She has earned white, yellow, and green belts in Six Sigma and continues to assist the organization in process improvement initiatives spanning industry verticals. She is an advocate for promoting a company culture that encourages an inclusive environment of top performers with high employee morale.

Dana Beals is the Assistant Vice President and Director of Enterprise Operations at INSURICA, where she assists more than 20 managers in creating operational consistency and acts as a leadership resource. Previously, Dana was an Enterprise Solutions Senior Consultant at Applied Systems and worked with insurance agencies to convert to new AMS systems. Prior to that, she spent nearly two decades with Nulty Insurance, a successful independent agency in Southwest Michigan, as owner and President. Additionally, she served as a board member for the Applied Client Network and as President in 2000. Dana holds a B.S. in Mathematics from Purdue University and currently resides in South Haven, Michigan with her husband, Mike.

Sathya is an insurance industry strategist and thought leader with over 20 years of experience. He is a trusted advisor to Fortune 100 global insurance and financial services enterprises and has led large-scale Digital Transformation initiatives. Sathya brings critical insights to the application of emerging technologies for differentiated customer experiences and operational efficiency to deliver measurable business results.

Douglas is an entrepreneur with over 20 years of experience. He is president of Voltage Control, an Austin-based workshop agency that specializes in Design Sprints and innovation workshops. Prior to Voltage Control, Douglas held CTO positions at numerous Austin startups where he led product and engineering teams using agile, lean, and human-centered design principles. While CTO at Twyla, Douglas worked directly with Google Ventures running Design Sprints and now brings this experience and process to companies everywhere. He recently published his first book, Beyond the Prototype, which offers a six-step plan for companies struggling with the shift from discovery to launch.