November 6-8, 2024 in New Orleans, LA


Including CFO and the new COO Working Group

Join us in November for The Council’s newest leadership forum designed to support the complexity of brokerage operations and the need for cross-functional collaboration within your firms. The Operations & Working Groups Forum will offer the opportunity for industry leaders to learn about broad-based organizational trends, while also collaborating with their peers and hearing about best practices within their specific field.

View agenda at a glance.


In addition to time on the agenda for networking, spotlights on industry trends, and dedicated peer-exchange sessions with individual Working Groups, event highlights include:

Leadership Lessons from WWII

Presented by top experts from the National WWII Museum in New Orleans, this session will draw connections between high-level problem-solving and strategic thinking from WWII leaders, and current challenges in today’s complex business environment. Attendees will come away with creative approaches they can use to coach their teams back home and solve challenges within their own firms.

Industry Innovation Blitz

This interactive workshop is designed is to inspire leaders to examine inefficiencies within brokerage firms and challenge how the business operates.

Participants will establish a baseline knowledge of a deliberate, systematic approach to innovation, and will work collaboratively to determine how different technology-based solutions could potentially resolve and/or alleviate stress and friction.


Designed for chief officers and executive leaders of:

  • Operations
  • Finance
  • Information Technology
  • Claims & Risk Management
  • HR & Talent Development
  • Legal & Compliance
  • Marketing & Communications

Registration Fee: $1,850 per person (discounts available for multiple attendees per firm)

Please click here to reach out to us with any questions.