7:30 AM Continuing Education Registration
Coffee, Tea, Bagels and Pastries
Please be in course room by 8:00 AM
8:00 AM - 11:00 AM Continuing Education Class -
Up Selling and Cross Selling
(3 CE Points for all Licenses)
with Instructor, John Fear, CISR, CPIA
11:00 AM Networking with your Service Companies & Insurance Community - (Cash Bar)
Coffee, Tea, Bagels and Pastries
Please be in course room by 8:00 AM
8:00 AM - 11:00 AM Continuing Education Class -
Up Selling and Cross Selling
(3 CE Points for all Licenses)
with Instructor, John Fear, CISR, CPIA
11:00 AM Networking with your Service Companies & Insurance Community - (Cash Bar)
12:15 PM Luncheon: (menu to follow) with our Guest Speakers: Darryl Strawberry and John Welper
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Darryl Strawberry, former New York Mets and New York Yankee four-time world series winning rightfielder.
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Darryl Strawberry is Sponsored by:
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A vital resource in mergers and acquisitions (M&A), as of December 31, 2017, John Wepler has personally advised on 207 M&A transactions since joining Marsh, Berry & Company, Inc. (“MarshBerry”) in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A. As Chairman and Chief Executive Officer of MarshBerry—and CEO of the wholly-owned FINRA registered broker/dealer MarshBerry Capital, Inc.—John’s leadership and industry experience has benefitted many insurance industry professionals.
A Respected Adviser: John’s stewardship in the insurance industry has positioned him over the years as a sought-after adviser and chairperson for a range of organizations. He currently serves as an adviser to the board for the Worldwide Broker Network. Previous board positions include the Chairman of the Board of the Midwest Division of the Insurance Industry Charitable Foundation (IICF), the IICF’s national Board of Governors, Independent Insurance Agents & Brokers of New York, the American Bankers Insurance Association, and adviser to the Disabled Veterans Insurance Careers (DVIC) Board.
An Industry Mentor: John brings his deep advising experience to the ground level at industry seminars and events, as a keynote speaker and leader of executive forums. He strongly believes in advancing the industry and growing businesses through peer engagement and benchmarking. He is often a keynote speaker at insurance carrier elite meetings, national conferences and leadership forums, including:
Professionally, he currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc. John earned his bachelor’s degree in finance from Ohio University and has a master’s degree in business administration from Kent State University.
A Respected Adviser: John’s stewardship in the insurance industry has positioned him over the years as a sought-after adviser and chairperson for a range of organizations. He currently serves as an adviser to the board for the Worldwide Broker Network. Previous board positions include the Chairman of the Board of the Midwest Division of the Insurance Industry Charitable Foundation (IICF), the IICF’s national Board of Governors, Independent Insurance Agents & Brokers of New York, the American Bankers Insurance Association, and adviser to the Disabled Veterans Insurance Careers (DVIC) Board.
An Industry Mentor: John brings his deep advising experience to the ground level at industry seminars and events, as a keynote speaker and leader of executive forums. He strongly believes in advancing the industry and growing businesses through peer engagement and benchmarking. He is often a keynote speaker at insurance carrier elite meetings, national conferences and leadership forums, including:
- Council of Insurance Agents & Brokers conferences
- Chubb Wharton Executive Leadership Training
- Selective Executive Symposiums
- S&P Global Market Intelligence investment workshops
Professionally, he currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc. John earned his bachelor’s degree in finance from Ohio University and has a master’s degree in business administration from Kent State University.
2:00 PM Frances P. Bartlett Scholarship Awarded, Insurance Professional of the Year Awarded
3:00 PM Short Break
3:15 PM Pub Trivia (with 1 CE point for all licenses) with Open Bar, Pub Grub and Prizes
3:00 PM Short Break
3:15 PM Pub Trivia (with 1 CE point for all licenses) with Open Bar, Pub Grub and Prizes
