In lectures and group discussions, experienced outside advisors offer their insight on key operating levers, the metrics by which insurance brokers should be measured, capital consideration, the M&A environment, and the general outlook for the sector.

You'll learn how to:

• Identify the market cycles of the brokerage business and the dynamics of the distribution chain
• Measure the fundamental value of public and private brokerages
• Add perspective to potential mergers and acquisitions
• Understand buyer and seller expectations relative to deal pricing, structure, contracts, and post-closing performance metrics
• Realize best practices for creating and managing quantifiable post-closing value
• Assess the current regulatory forces affecting the insurance industry

Additional benefits:

• A faculty composed of industry experts; professionals whose hard-won knowledge can shorten your learning curve, getting you up to speed faster.
• Attendees from across the financial spectrum, providing a wider variety of perspectives than in-house training or peer discussions can provide.