Tuesday, June 9
Keynote: Building a Career by Design, Not Default: How to Lead, Grow and Stand Out
Success rarely follows a straight line. In this keynote, Jessica Marshall shares the unexpected moments, mentors, and risks that shaped her journey into leadership. Through honest stories and practical insight, she challenges the next generation of industry leaders to take control of their careers, build confidence through action, and design a future that reflects their ambition and values.
9:30 AM
Jessica Marshall
Chief Development Office, CRC Group
General Session: LinkedIn Ads: The B2B Marketer's Secret Weapon
The B2B targeting of LinkedIn Ads is incredible, but the platform actively gives bad recommendations that are causing you to overpay and get poor results. AJ Wilcox, the host of the LinkedIn Ads Show, is going to walk you through the 3 cutting-edge strategies that are producing real pipeline and ROI in 2025, along with how to lower your ad costs.
In this session, you’ll learn:
- The bidding strategies that results in the lowest LinkedIn Ads costs
- Which objectives deliver the best results currently
- The account organization method that will cut your reporting/analysis time in half
11 AM
AJ Wilcox
Host of the LinkedIn Ads Show Podcast, Founder B2Linked.com
General Session: When AI levels the Playing Field, How Do You Rise Above It?
AI has removed many of the barriers that once shaped what marketing teams could produce. Creative execution is faster, cheaper and more accessible than ever, opening up possibilities that were previously out of reach. But when everyone has access to the same tools, advantage no longer comes from what you can make alone. It comes from how AI is directed, and the strategic and creative thinking that sits behind it. This session explores the fundamental questions marketers need to answer, how AI can help (and where it won’t) on the way to making stand out campaigns.
1:45 PM
Guy Cornet, Creative Director, FREE Brands
Lorraine Jeckells, CEO, FREE Brands
Breakout: The Journalist’s Lens: How Authentic Video Storytelling Builds Credibility and Influence in Insurance Marketing
In today’s noisy digital landscape, audiences don’t just want content; they want clarity, credibility, and connection. This session bridges the art of journalism and the strategy of modern marketing to show how authentic, story-driven video can become your brand’s most powerful trust-building tool. Drawing on real-world experience in insurance media and multimedia production, this session reveals how to uncover meaningful narratives within complex industry topics, translate them into compelling on-camera moments, and distribute them for lasting impact.
Through a mix of case studies, storytelling frameworks, and on-camera insights, attendees will learn how to spotlight expertise without sounding promotional, transforming executives, underwriters, and analysts into credible thought leaders whose voices resonate across platforms. This session is equal parts creative inspiration and practical execution guide, designed to help insurance brands cut through the clutter and connect authentically.
Session One: 3:00 PM
Meg Green
Senior Editor, Multimedia & Events, Insurance Insider
Breakout: Brand Design 101: Creating Credibility Systems
Every fragmented touchpoint in your organization acts as a tax on your professionalism and a leak in your team’s efficiency. This session introduces Visual Credibility Systems, a proactive framework designed to replace fragmented aesthetics with a systematic approach to identity and messaging. You will learn how to align your brand’s visual and verbal language to ensure every touchpoint is an intentional extension of your mission. Join us to discover how to pay down Brand Debt and build a scalable system that empowers your team to work with maximum efficiency and authority.
3:00 PM
Ryan Albers
Brand Strategy Director & Partner, Quill Creative Studio
Breakout: Stop Writing Reports People Skip: How to Turn Insurance Research into Content that gets Read
Most insurance reports aren’t failing because the research is weak—they’re failing because they’re written to be approved, not read. Too much information, no clear point of view, buried insights, and writing that feels more like underwriting than publishing—it’s why so many reports get skimmed (or skipped entirely). In this session, we’ll break down exactly where reports go wrong and walk through a modern framework for fixing them—from leading with insight and writing stronger headlines to structuring content for scanning and real-world use. You’ll leave with practical ways to turn complex findings into reports your audience actually engages with—and your producers/insureds actually use. The firms that win in 2026 won’t have better data. They’ll communicate it to their audience better!
Session One: 3:00 PM
Session Two: 4:15 PM
Mindi Zissman, President of Zissman Media
Breakout: Beyond the Logo: The Power of an Invisible Brand Foundation
A logo is nothing more than a placeholder for the trust your organization builds over time. This session challenges leaders to move beyond a legacy mindset by treating their brand as a living experience felt at every touchpoint. You will learn how to use an invisible foundation of voice, tone, and behavioral standards to humanize your organization in a digital-first world. By shifting from external promotion to internal activation, this presentation provides a roadmap for turning employees into ambassadors who consistently deliver on your brand’s promise.
4:15 PM
Ryan Albers
Brand Strategy Director & Partner, Quill Creative Studio
Breakout: How Modern Industry Leaders Shape Culture, Purpose, and Growth in Insurance - Panel
This panel of experts in their profession will tackle the questions that are challenging the industry and provide clarity to the tough problems.
4:15 PM
Danielle Bost, SVP, Marketing & Events, CRC Group
Alexandra Heath, Sustainability Manager, DUAL North America
Kevin Byrne, SVP, Marketing, Gallagher Bassett
Wednesday, June 10
Keynote: Beyond Fluff: The 5 Brand Attraction Metrics Insurance Needs Now
Most insurance leaders recognise their brand matters. What’s harder is showing them what it’s actually doing for the business. Without evidence, money put behind brand is often dismissed as fluff rather than understood as an investment in future growth. The problem is the yardsticks we use. Annual brand tracking is slow, expensive and difficult to act on. Campaign-level metrics are easy to access but say little about brand strength. Neither reflects the realities of an industry with long sales cycles, complex buying groups and intense competition for talent.
This session introduces a different way to think about brand measurement in insurance. Instead of chasing short-term ROI or awareness scores, it focuses on observing whether brand is making growth easier over time by reducing friction in sales, hiring and decision-making. Grounded in evidence on how brands reduce perceived risk and build preference, the session shares a practical framework designed for real-world insurance marketers. It introduces five brand signals, shows how to interpret them together, and explains what to do when the signals don’t move as expected. Attendees will leave with a more practical way to discuss brand with leadership, helping them set realistic expectations and move the conversation from defending spend to building confidence in the future.
8:30 AM
Greg Phitidis
Brand Director, FREE
General Session: When AI Picks the Shortlist: How Insurance Marketers Can Influence Visibility and Accuracy
Consumers are increasingly asking AI tools which insurer to choose, what coverage they need, and how policies compare. In many cases, AI-generated answers are shaping consideration before a prospect ever visits your website.
That means your brand is being summarized, compared, and recommended — or excluded — without your input.
In this session, we’ll explore how AI-powered answer engines are influencing insurance discovery and what marketers can do about it. We’ll examine the signals that shape AI-generated responses, including website clarity, third-party references, structured content, reviews, and consistency across digital properties.
You’ll learn how to audit how AI currently represents your organization, identify gaps or inaccuracies, and prioritize practical improvements that strengthen visibility and accuracy. We’ll also discuss how to measure AI-driven influence when traditional referral traffic may not tell the full story.
This session will provide a clear, actionable framework for insurance marketers who want to ensure discovery starts with clarity and trust — not misinterpretation. If AI is now part of the consideration journey, it’s time to manage it intentionally.
10 AM
Jamie Hennelly
SVP, Insurance Marketing Strategy & Innovation, Amsive
Breakout: Workshop: Advanced LinkedIn Ads Workshop
LinkedIn Ads seem simple, but there are 5 major pitfalls that marketers fall for in their campaign structuring and setup. LinkedIn Ads pro, AJ Wilcox, will walk you through the perfect campaign setup that leads to doubling your performance, with no extra budget.
You’ll get a chance to review your own targeting, bidding, and strategy with AJ, and you’ll walk away with loads of optimizations that will make you the LinkedIn Ads hero!
Session One: 11:15 AM
Session Two: 12:15 PM
AJ Wilcox
Host of the LinkedIn Ads Show Podcast, Founder B2Linked.com
Breakout: Moments that Matter: Finding Leadership Opportunities Every Day
Moments that Matter: Finding Leadership Opportunities Every Day is a 45-minute breakout session designed to inspire marketing professionals at every stage of their leadership journey. This session explores how everyday opportunities can shape your leadership style, build your personal brand, and define the type of leader you aspire to become. Through actionable insights and real-world examples, you’ll learn how to recognize and seize these pivotal moments to grow as a confident and impactful leader. Whether you’re just starting out or a seasoned professional, this session will empower you to lead with purpose and authenticity.
Session One: 11:15 AM
Session Two: 12:15 PM
Kevin Byrne
SVP, Marketing, Gallagher Bassett
Breakout: 5 Strategies to Increase Your Visibility, Credibility, and Positive Word of Mouth in Your Community and Online
Did you know that 92% of business referrals come from word of mouth, and strategic PR is the engine that drives it? You will learn how to create a yearly PR plan using the proven Reputation Matrix™ method to increase visibility, build credibility, and generate positive word of mouth all year long. You will leave with the clarity and tools to transform your reputation into your greatest competitive advantage.
Laptops – please be prepared to bring your own device for presenting. We will not be providing laptops. (I have an Air- Mac – do you have a projector? If the connection doesn’t work, how many people will be in the class, I can have the Matrix printed out for them.
Wi-Fi will be available throughout the conference space – though we suggest you plan on having your presentation downloaded to your laptop as Wi-Fi can be unstable.
Session One: 11:15 AM
Session Two: 12:15 PM
Marjorie Young
Founder, Carriage Trade Public Relations® Inc.

