November 5-7, 2025 in San Antonio, TX
ABOUT THE OPERATIONS & WORKING GROUPS FORUM
The Operations & Working Groups Forum is a newly created leadership forum designed to support executives at Council member firms with professional development, business intelligence and role-focused training. All Working Groups that formerly gathered during our Legislative Summit (CIO, Claims & Risk, HR, Legal & Compliance, Marketing & Communications) – along with CFOs and our newly formed COO Working Group – will convene at this new event, which will layer in high-level development workshops, industry-focused breakout sessions and social events, elevating the Working Group experience to a true leadership forum.
Why Attend?
- Brokerage operations have become increasingly complex and there are limited opportunities for executives at the leadership level to connect with and learn from their industry peers in a non-competitive setting
- Leaders will come away from the Operations & Working Groups Forum with new perspectives and skills, allowing them to develop in their roles, better serve their teams and clients, and work together to solve operational challenges within their firms
- The program will feature executive-level professional development workshops, sessions focused on innovation in the brokerage environment, and time carved out for role-specific training/peer-share during individual Working Group meetings
- Workshops and activities will enable cross-functional collaboration among senior leaders, so firms that send more than one executive will see the greatest benefit
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.)
2024 Operations & Working Groups Forum Recap
2024 Operations & Working Groups Forum attendees can still access the Digital Event Guide via post-event recap emails and Working Group Basecamp communities.
Registration is $1,895 per person with a discount of $200 per person available for firms with three or more attendees.
Please email meetings@ciab.com with any questions regarding registration or fees.