Operations Leadership Forum

Nov. 4–6, 2026 | San Diego, CA

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About the Operations Leadership Forum

The Operations Leadership Forum offers a platform for senior leaders to bring forward challenges they face in their everyday roles, draw from the collective knowledge of their peer group and discuss emerging trends that may impact brokerage operations. The program features:

High-level discussions with industry peers who have similar roles/titles during Working Group meetings
Breakout sessions centered around brokerage, on topics like M&A, AI, and data security
General sessions to stretch your thinking and offer new perspectives
Networking events to build relationships with colleagues

Key Contacts

For additional information, please contact the following individuals:

Event Registration

Katie Wyckoff, CMP

VP, Meetings

Council Membership

Ken Haltenhof

SVP, Membership

Sponsorship

Lindsay Doyle

VP, Sponsorship & Affiliates

Agenda

Registration & Information
Noon–6:00 PM

General Session
2:00 PM–3:30 PM

Council Partner Lightning Series
3:30 PM–4:15 PM

Innovation Exchange: Networking & Connections
4:15 PM–5:30 PM

Reception Dinner
6:30 PM–8:30 PM

Registration & Information
8:00 AM–4:30 PM

Breakfast Buffet
8:00 AM–8:30 AM

Individual Working Group Meetings (Council Members only)
8:30 AM–Noon

Lunch
Noon–1:00 PM

Breakout Sessions I
1:00 PM–2:00 PM

Client Service Teams Built for Growth
Data that Drives Action
State of the Industry

Breakout Sessions II
2:15 PM–3:15 PM

Entrepreneurial Leadership
Future of Insurance Distribution
Why Initiatives Stall and How to Drive Adoption

Breakout Sessions III
3:30 PM–4:30 PM

Knowledge Transfer and Succession Planning
Legislative & Political Update
Social Inflation and Litigation Trends

Offsite Reception & Dinner
6:30 PM–9:00 PM

Registration & Information
7:30 AM–Noon

Breakfast Buffet
7:30 AM–8:30 AM

Individual Group Meetings (Council Members only)
8:30 AM–Noon

Who should attend?

Operations (ex: COO)
Finance (ex: CFO, Director of Accounting, Corporate Controller, etc.)
Information Technology (ex: CIO, CISO, Director of Technology, IT Manager, Technology Manager, etc.)
Claims & Risk Management (ex: Claims & Risk Management, Loss Control, Enterprise Claims, etc.)
Human Resources (ex: CHRO, Director of HR, Chief People Officer, etc.)
Legal & Compliance (ex: Compliance, Counsel, Corporate Counsel, etc.)
Marketing & Communications (ex: CMO, CCO, SVP of Marketing & Communications, etc.)