Events & Connections

In this 90-second video, our members share why The Council’s leadership forums are so beneficial to their business.

Featured in this video: John Howard of Truist, Bumpy Triche of Gallagher, Matt Stadler of Marsh McLennan Agency, Immediate Past Chair Nancy Mellard of CBIZ, & Aimee Kilpatrick of Cadence Insurance (formerly BXS Insurance)

Upcoming Events


Intern Summer School – 2023

Beginning June 5th and ending July 21st, The Industry Overview course will be offered. Program tuition includes an unlimited number of intern participants for each firm and is $1,000. Managers

CFO Conference

Austin, TX

The Council’s CFO Conference is a three-day forum that enables participants to discuss perspectives and experiences, receive immediate feedback from their peers and explore strategies that have been deployed by


DEI Learning Circles


The Council’s Learning Circles Cohort: Discussing the Undiscussable seeks to help you confront difficult truths, expand your awareness and unlearn some of these dominant norms.

Legal Counsel Working Group

Washington, DC

Focusing on issues affecting brokers in the judicial, regulatory, legislative, and political arenas. Discussions are led by The Council’s General Counsel, government affairs staff and outside counsel at Steptoe &

Broker Smackdown – Washington, DC

Washington, DC

This 2.5 day program is designed to give emerging leaders an in-depth understanding of how the insurance brokerage business works, how it makes money, and how strategies and decisions impact financial, operational

CIO Working Group

Washington, DC

Designed for agency technology leaders to talk through strategic and operational aspects of agency operations from a technology perspective. The Council’s Chief Information Officer Working Group brings together heads of technology,

Insurance Professional School – Property Casualty

The Insurance Professional School is a comprehensive, nine-month curriculum offered in two modules, designed to provide your new employees with the knowledge and skills they need to excel within your