Operations Leadership Forum
Operations Leadership Forum
The Council’s annual Operations Leadership Forum (formerly the Operations & Working Groups Forum) gathers C-suite brokerage executives and departmental leaders for 2.5 days of professional development, brokerage-focused breakout sessions and social events.
Nov. 4-6, 2026 | San Diego, CA
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 Registration Information
The 2026 Operations Leadership Forum agenda and key event information is available below.
Event Details
To register or view full event details access our event registration website. For security purposes, this site is password-protected. Please refer to emails from The Council for login credentials, or email meetings@ciab.com for support.
Attire
All events are Business Casual. Both evenings events will be outside. Comfortable shoes recommended for Thursday Evening. In November, San Diego experiences mild, pleasant weather with average daily highs around 69°F–72°F and cool nights in the low-to-mid 50s°F.
For additional information, please contact the following individuals:
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
- CFO Working Group
- CIO Working Group
- Claims & Risk Management Working Group
- COO Working Group
- HR Working Group
- Legal Counsel Working Group
- Marketing & Communications Working Group
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.)
Be wary of phishing scams
Please be vigilant of scammers posing as third parties that are affiliated with The Council or our industry events. Links for Council forums and programs are exclusively hosted on one of two domains — ciab.com and cvent.com.
Always check the URL for registration/event-related links.