Educational
Schedule

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: 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. 

    1:45 PM

    Jessica Marshall, Chief Development Officer, CRC Group

    Alexandra Heath, Sustainability Manager, DUAL Insurance

    Kevin Byrne, SVP, Marketing, Gallagher Bassett

    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 PM

      Session Two: 4:15 PM

      Mindi Zissman, President of Zissman Media

      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 PM

      Session Two: 4:15 PM

      Meg Green

      Senior Editor, Multimedia & Events, Insurance Insider

      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.

        Session One: 3 PM

        Session Two: 4:15 PM

        Guy Cornet, Creative Director, FREE

        Lorraine Jeckells, CEO, FREE

        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

        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: 12:00 PM

        AJ Wilcox

        Host of the LinkedIn Ads Show Podcast, Founder B2Linked.com

        Brand Design 101: Creating Credibility Systems

        In the fast-paced insurance industry, visual inconsistency does more than just look unpolished. It creates Brand Debt. This session explores the hidden costs of this debt, including the drain on resources caused by using outdated materials and the time wasted manually updating inconsistent assets. When a brand feels sub-par or fragmented across touchpoints, it creates a subtle loss of trust. It signals a lack of professionalism that can alienate both team members and clients who may feel they are dealing with a secondary organization. To combat this, we move beyond dated aesthetics to the implementation of modern Visual Credibility Systems.

        This is a systematic approach to identity alignment that ensures every touchpoint is an intentional extension of the brand story. By creating a solid and scalable framework, organizations can ensure they always look sharp and sound crisp. A truly engineered brand system must also incorporate core messaging along with voice and tone. These elements ensure that the brand doesn’t just look the part but speaks with a consistent personality that reinforces its authority. Attendees will learn how to transition from a reactive design mentality to a proactive system of consistency. We will discuss how a unified visual and verbal language empowers teams to produce high-quality work efficiently. By the end of this session, you will understand how to minimize Brand Debt and build lasting credibility by ensuring every brand experience furthers your mission in a clear and intentional direction.

        11:15 AM

        Ryan Albers

        Brand Strategy Director & Partner, Quill Creative Studio

        Beyond the Logo: The Power of an Invisible Brand Foundation

        In an era where insurance products are increasingly commoditized, a brand’s true impact isn’t found in its pixels, but in the gut feeling it leaves behind. This session challenges the notion that branding is a marketing-only endeavor, asserting instead that a logo is merely a placeholder for the trust and reputation an organization builds over time. Designed for leaders, strategists, and creatives alike, this presentation explores how to move beyond surface-level aesthetics to cultivate a brand that is felt at every touchpoint. We will examine the transition from a legacy mindset where the brand is a static asset to a leading mindset where the brand is a living experience.

        You will learn how the most successful organizations use their invisible foundation (voice, tone, and behavioral standards) to guide decision-making and humanize their presence in a digital-first world. The session pivots from external promotion to internal activation, emphasizing that once a strategic foundation is set, it is the responsibility of leadership to ensure that the brand is lived in a capacity far deeper than marketing materials. We will discuss how to bridge the gap between what we say and how we act, turning employees into brand ambassadors who deliver on a promise consistently. Attendees will walk away with a fresh perspective on how to lead their teams in elevating the brand experience, ensuring that their organization’s impact is felt long after the initial interaction.

        12:00 PM

        Ryan Albers

        Brand Strategy Director & Partner, Quill Creative Studio

        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: 12:00 PM

        Kevin Byrne

        SVP, Marketing, Gallagher Bassett

        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: 12:00 PM

        Marjorie Young

        Founder, Carriage Trade Public Relations® Inc.