ABOUT CONVO >

CONVO is the premier annual event of the Independent Insurance Agents of Illinois and includes the Midwest's largest industry tradeshow. The event is designed for agents to come together for connections, networking, education, industry trends and, of course, fun.

CONTACT IIA of IL >

T: (217) 793-6660

E: info@iiaofil.org

W: www.iiaofil.org

 

SPEAKER LIST

Nicole Broch

 

Nicole Broch spent over a decade as an Independent Insurance Agent and Manager of a successful partnership between a community financial institution and a local independent agency in Springfield, Illinois.  She attended The Hartford School of Insurance and achieved her National Underwriter awarded Personal Lines Coverage Specialist (PLCS) designation in 2005.  Broch went on to receive the National Alliance CISR designation in 2007 and CIC designation in 2009. 

 

In addition to teaching National Alliance CISR modules, IIABA Errors & Omissions, Ethics, and customer service and professional development topics for IIAs, PIAs, and trade associations throughout the country, Broch is the Territory Sales Manager for The Hanover Group, supporting independent agents throughout Central and Southern Illinois. 

Originally from Florida, Broch has a Bachelors degree in English from Florida State University and a Masters degree in Public Administration from the University of South Florida. 

 

Broch has two children, Natalie and T.J., and enjoys playing golf, running, spending time with family, and volunteering in her community and in the insurance industry.

Errors & Omissions, including Ethics - Tuesday, October 1 - 1:00 - 4:00 pm

George Daly

 

George Daly started with Horton in 2005 and is the President of Horton’s Personal Insurance Division. In this role, he is the executive sponsor and strategic leader responsible for the personal lines property and casualty insurance business that serves middle market, affluent and high net worth clients across the nation.  His responsibilities encompass strategy, production, client experience, management, and P&L performance.

 

In addition, Daly is responsible for corporate administration, office services, property management and special events at Horton.

Prior to his current role, Daly was the COO at Horton where he was responsible for the agency’s corporate resources, information technology, marketing and personal lines team and working with the various divisions. George brings with him over 30 years of insurance and operations experience, Daly received the Award of Excellence for outstanding work from InsureOne. 

Daly is on the board of the Independent Insurance Agents of Illinois. He has held various roles there, including regional director, government relations chair and IIAPAC chair.  Daly is currently on the executive team and will be IIA President in 2020.

Daly holds a Bachelor of Arts degree in Business Administration from Chicago State University in Chicago, Illinois and a Masters of Business Administration from the University of Notre Dame, in South Bend, IN. 

Data Breach & Security - Wednesday, October 2 - 2:00 - 4:00 pm

 

Glenn Davis

Glenn Davis handles complex litigation and business counseling issues in a broad range of contexts. He leads HeplerBroom’s HBCyberGroup, which provides interdisciplinary services to address information security challenges before, during, and after a cyber intrusion or data breach.  Working with leading forensic “white hat” experts, data infrastructure firms, insurance brokers, and reputation management/PR firms, he offers a range of coordinated services scaled to clients’ individual needs and circumstances.

Data Breach & Security - Wednesday, October 2 - 2:00 - 4:00 pm

 

Kevin Desmond 

Prior to launching Talent Rebellion , Kevin Desmond served as an Organizational Development Consultant and Field Learning Manager for Chubb Insurance, the largest publicly traded insurance company in the world.   

With nearly 25 years of experience in the insurance and financial services industry, with companies like Chubb & Son, Farmers Insurance and Reliance National, Desmond can leverage deep business experience in strategic marketing, sales execution, accelerated manager development and productive conflict to help teams to develop a common language that empowers collaborative success. 

Data Breach & Security - Wednesday, October 2 - 2:00 - 4:00 pm

 

Bob Fee

Robert “Bob” T. Fee, AAI, CPCU, is president of Fee Insurance Group in Hutchinson, Kansas. Fee was installed as Big “I” chair-elect in September 2019.

 

At the state association level, Fee has served on the board of directors for the Kansas Association of Insurance Agents (KAIA) and as the Kansas director on the national association board. He has also served on several KAIA committees, including the Government Affairs Committee, and was the 2007-2008 KAIA president.

 

At the national association level, Fee has served on the Government Affairs Committee and the Trusted Choice board, including a term as the Trusted Choice board chairman.

 

Fee is active in his community with numerous charitable and civic organizations. He is a graduate of the University of Kansas and the USF&G School of Insurance in Baltimore, Maryland. Fee and his wife Annie have four children and reside in Hutchinson.

General Session: Building a Five-Star Agency - Wednesday, October 2 - 8:00 am - Noon

 

Brett Gerger

Brett Gerger is the Director of Education and Agency Resources for the IIA of IL. Previously, he served as the Chief Deputy Director of Product Lines and Licensing at the Illinois Department of Insurance and was responsible for management of Licensing and Continuing Education Units; Property & Casualty; Life & Annuity; Health; and Producer Regulatory. Prior to that Brett served as the Deputy Director for Property & Casualty at the Department which oversaw Producer Regulatory Unit; Licensing & Continuing Education; and Property & Casualty consumer and compliance units.

 

Gerger served on many insurance license test development panels throughout his career as a subject matter expert. Most recently, Gerger served as the State of Illinois Group Insurance Division Manager with the Illinois Department of Central Management Services. In that role, he had oversight and management for the planning and implementation of policy and operations of the State’s insurance programs, including property, liability and benefits.  

Gerger started his 25+ year career at the Illinois Department of Insurance in the Producer Regulatory Division. Brett has his bachelor’s degree from the University of Illinois at Springfield.
 

 

Legislative and Regulatory Update - Wednesday, October 2 - 1:00 - 2:00 pm

 

Adam Hackman

Adam Hackman began his commercial production career at an international insurance brokerage prior to joining Presidio in 2005.  Since that time, he has provided consultative risk management services to a diverse client base of for-profit and not-for-profit businesses with a heavy focus on risk mitigation and cost containment strategies.  In 2009, Hackman was recognized as the Independent Insurance Agents of Illinois’ Young Agent of the Year and proudly served as the Chairman of the IIA’s Young Agent Committee from 2012-2016.  He was promoted to Executive Vice President and Practice Leader of Presidio’s Property & Casualty department in 2012 where he was tasked with identifying and implementing strategies to help team members differentiate in the market and deliver quantifiable value to client partners.   

 

In 2014, Presidio leadership partnered with Acrisure, a top 10 brokerage in the US, to develop a platform office in Illinois.  Since that time, Hackman and agency leadership have expanded operations and seen overall revenue growth in excess of 50%.  Today, the Presidio team includes 51 insurance professionals and operates from a brand new, state of the art facility in Naperville, IL. 

 

Hackman continues to work closely with his production team on the development and execution of strategies that deliver bottom line growth for all clients and prospects while creating opportunities for accelerated personal growth for all Presidio team members.  In addition to his work at Presidio, Hackman is a regular speaker for industry trade groups and associations on a variety of topics.   

 

Adam is a proud Alumnus of Marquette University with a degree in Marketing and Business Administration and an active member of their Alumni Association.

 

Carrier Executives Panel Discussion - Thursday, October 3 - 8:30 - 11:30 am

 

Mark Hill is a 32-year veteran of law enforcement, spending the last 20 years serving as a Special Agent with the FBI in both Washington, DC and Central Illinois.

 

Hill is a FBI-certified Firearms Instructor, Tactical Instructor and Active Shooter Instructor. He has trained hundreds of local and state law enforcement officers throughout the country on Active Shooter response. Hill has 22 years of SWAT experience, participating in more than 200 high-risk search and arrest operations.

 

He is a US Marine Corps veteran and a graduate of Lindenwood University in St. Charles, Missouri.

Active Assailant - Wednesday, October 2 - 2:00 - 4:00 pm

 

John Hill

Working with over 6,500 insurance agencies, John Hill will show tips and techniques that work for agents in the recruiting world. He wants to share how you can get started hiring amazing staff with BIGiHires.com and IdealTraits.

 

General Session: Building a Five-Star Agency - Wednesday, October 2 - 8:00 am - Noon

 

Pete Honsberger

Pete Honsberger is a lifelong Clevelander. As Integrator and Lead facilitator at CultureShoc, he’s passionate about helping teams strengthen relationships and perform at a high level. His M.A. in communications, athletic coaching experience and time spent in multiple industries prepared him for a career in company culture. When Honsberger is not working, you’ll find him at a local sporting event or playing a guitar.

With more than 100 successful speaker sessions under his belt, Honsberger is committed to delivering practical value and making your next meeting your best ever. Drawing on experience as a small business partner, Fortune 500 team building facilitator, and an athlete, he helps teams adopt CultureShoc’s “Buffalo Mindset” to genuinely improve their performance. Come for the energy and catchy session titles. Stay for the interesting, helpful and relevant culture training.

Delegate and Elevate as well as Crush Complacency - Tuesday, October 1 - 1:00 - 4:00 pm

 
 
 
 
 
 
 
 
 
 
 

Eric Swingler

 
 
 

Lance Jones

Lance Jones is a trial attorney with HeplerBroom, LLC. He focuses his practice on litigation cases involving civil rights, employment & labor law, construction, environmental law, fraud, personal injury, and general tort liability lawsuits. Since 1984, Mr. Jones has tried numerous employment discrimination, wrongful termination, retaliation and wage cases in the Illinois state and federal courts and the Illinois Human Rights Commission and Illinois Department of Labor.

Employment Law - Wednesday, October 2 - 1:00 - 2:00 pm

Jim King

Jim King, CPA, CFP®, is an owner and wealth manager at Balasa Dinverno Foltz LLC, where he leads the commercial insurance professionals practice group. He uses his understanding of the insurance industry to help insurance professionals maximize their prime earning years, develop a discipline around saving those earnings and put a plan in place to best utilize assets.

Preparing for Life After Your Deal - Wednesday, October 2 - 2:00 - 4:00 pm

Jason Kolb

Jason Kolb started programming at 12-years-old and became a technical entrepreneur who has built multiple startups with successful exits, including to Cisco. Prior to DAIS Technology, Kolb was the founding CTO of Uptake Technologies in Chicago, which reached a $1.2B valuation in 15 months and was Forbes’ Hottest Startup of 2015. 

Kolb founded DAIS Technology in 2016, a company started for the purpose of connecting agents, brokers, and carriers. DAIS Technology’s charter is to create technology that ensures the continued success and independence of the agency channel. A year later, DAIS Technology had assembled an incredible team, built a cutting-edge cloud-native insurance platform, conducted extensive UX field research, created best-in-class agile development processes, filed over five patents, launched multiple partnerships, built a world-class advisory team, and launched several products on top of its infrastructure.

Now, in 2019, Kolb and DAIS Technology are rolling out the Internet of Insurance, a distribution network that is run on top of a platform built from the ground up for insurance. The Internet of Insurance is more than a network that connects agents and carriers: it’s a movement of agencies, carriers, and an insurance ecosystem to address the technological challenges facing the insurance industry and build a new future.

General Session: Building a Five-Star Agency - Wednesday, October 2 - 8:00 am - Noon

Phil Lackman

Phillip Lackman serves as the Chief Executive Officer of the Independent Insurance Agents of Illinois (IIA of IL) and has served as lobbyist for the IIA of IL, the Illinois Association of Insurance and Financial Advisors (NAIFA IL), Illinois State Association of Health Underwriters (ISAHU) and the Illinois Association of Mutual Insurance Companies (IAMIC). 


In his role as CEO, he works with the Board of Directors to develop goals and initiatives in response to the developing needs of membership and guides the IIA of IL staff in implementation of those initiatives. 


In 2011, Lackman was named Speaker of the Illinois Third House, the professional organization for registered lobbyists in Illinois, and served a one-year term. He was inducted into the Samuel K. Gove Illinois Legislative Intern Hall of Fame in 2016, which honors former legislative interns whose careers have exemplified distinguished public service.

Prior to joining the IIA of IL, Lackman held the position of Director of Legislative Affairs for the Illinois Life Insurance Council and served as Secretary of State Jim Edgar’s Deputy Director of Legislative Affairs. He began his career in Springfield as a Legislative Analyst with the Senate Republicans.  

 

Lackman graduated from Illinois State University in Normal, Illinois with a B.A. in Political Science/Speech Communication and completed the Illinois Legislative Staff Internship Program.
 

He serves as an Ambassador for the Hope School in Springfield and on the Board of the Panther Creek Homeowners Association.

Legislative and Regulatory Update - Wednesday, October 2 - 1:00 - 2:00 pm

Bill Larson

For more than 40 years, Bill Larson has provided cost effective programs to protect a business’s profits and its financial integrity.


Larson is a partner in NetGen Data Security Consulting, a company that assists businesses in developing data security plans, policies and procedures necessary to Comply with the Data Security and Privacy Laws.


Larson is also President of Profit Protection Risk Management Consulting (PPRM), specializing in protection of corporate profits from the effects of the current Data Security and Privacy Laws.
As Chairman of the IIABA/ACT HIPAA Workgroup, he leads the study of compliance and liability exposures associated with Data Security and Privacy Laws for the Independent Insurance Agent. Additionally, Larson is a leading member of the IIABA/ACT Security Issues Workgroup, which developed and continuously updates the ACT Cyber Guide.

Data Breach & Security - Wednesday, October 2 - 2:00 - 4:00 pm

Evan Manning

As IIA of IL Government Relations Manager, Evan Manning is responsible for all aspects of the association’s government relations program. IIA of IL also represents NAIFA-Illinois, Illinois State Association of Health Underwriters, and Illinois Association of Mutual Insurance Companies, collectively referred to as the Illinois Coalition of Insurance Brokers and Financial Advisors. The Coalition represents thousands of individuals and firms providing insurance and financial advice to Illinois consumers and businesses. 


Manning has experience in the private sector and most recently was an Appropriations Budget Analyst on the Senate Republican Staff. 

Legislative and Regulatory Update - Wednesday, October 2 - 1:00 - 2:00 pm

Brian McSherry

Throughout his career, Brian McSherry has been active in insurance industry professional associations at the local, state, and national level.


In October of 2015, McSherry accepted the position of VP of Agents Insurance Services, Inc., the for-profit subsidiary of the IIA of Illinois. In his position, he is responsible for all the products and services provided to the IIA of Illinois membership.  In addition, McSherry will be a resource for members looking for information on agency management, producer compensation, mergers and acquisitions and regulatory issues.  


McSherry has had many professional accomplishments over his 40 years in the insurance industry, including the prestigious IIA of Illinois’ Cartwright Award for meritorious service to the industry, the Sidney O. Smith Award, the IIA of Illinois President’s Award for Outstanding Service, IIA of Illinois’ Distinguished Service Award, and the 1994 Young Agent of the Year.


He is also very active in the community. McSherry is a member of Flanagan Lions Club, President Flanagan Development Corporation, President Flanagan School District Educational Foundation, President Chairman of the Pontiac Elks Lodge Scholarship Committee, and member of the St. James Community Hospital Advisory Board.


McSherry holds a BS in Business from Eastern Illinois University. He and his wife, Mary, reside in Flanagan, Illinois. They have two sons, Michael and Brandon.

Data Breach & Security - Wednesday, October 2 - 2:00 - 4:00 pm

Richard Pitts

Richard S. Pitts is Vice President and General Counsel to Arlington/Roe & Co., Inc., an insurance brokerage and managing general agent headquartered in Indianapolis, IN. Pitts also serves as counsel to both the "Big I" and the Independent Insurance Agents of Indiana, Inc. 


Pitts is a 1983 graduate of Wabash College and a 1986 graduate of the Indiana University McKinney School of Law. 


He clerked for the Honorable Patrick D. Sullivan, a judge of the Indiana Court of Appeals in 1986-87. Pitts is admitted to practice before Indiana state and federal courts, the United States Supreme Court and the United States Court of Appeals for the Seventh Circuit and is a member of local, state, and national bar associations. He has tried cases and participated in over seventy appeals.


Pitts has served as a panelist and lecturer on a variety continuing education subjects including cyber-related risks, the Americans with Disabilities Act and insurance issues for builders. He has also served as chair of several ICLEF seminars including advanced corporate practice, privacy law and insurance coverage issues. Pitts has also presented seminars on insuring fiduciary exposures, insurance coverage disputes and agency succession and perpetuation.  He has co-authored articles appearing in the Indiana Law Review.

Active Assailant - Wednesday, October 2 - 2:00 - 4:00 pm

Tyler Sandrock

Tyler Sandrock is a Jr. Partner with The Cornerstone Agency, Inc., an agency located in Northwest Illinois that specializes in Farm and Crop Insurance.  The agency has always taken a proactive approach when it comes to technology and making sure they are ready to meet the needs of the ever-changing client.  Sandrock has been tasked with researching and implementing security procedures that will help them deal with the many ways they interact with clients.

Data Breach & Security - Wednesday, October 2 - 2:00 - 4:00 pm

Chuck Schramm

Chuck Schramm has been an insurance agent since 1966. In addition to advising insurance clients and agents, he also teaches insurance courses. He has taught for the Insurance School of Chicago, the IIA of IL, the Society of Certified Insurance Counselors, the Independent Insurance Agents of Wisconsin as well as the Independent Insurance Agents of Kentucky. 


A frequent contributor to Insight magazine, Schramm rewrote the Insurance Chapter for Business Math Today, a college textbook. He previously wrote an insurance column for Broker News, a multi-state newspaper.  


Schramm is a member of the Mid-America Technical Conference. Previously, he was a member of the IIA of IL Commercial Lines Task Force and chairman of the IIABA National Technical Affairs Committee.  


After 44 years in production, most of his time is spent in teaching, consulting and expert witness work.

Policy Geography - Business Auto Coverage Form - Wednesday, October 2 - 1:00 - 4:00 pm

Eric Swingler is a Production Underwriter at Evolve, a cyber insurance specialist MGA. Evolve is one of the most quickly expanding cyber insurance markets in the United States because of their industry leading coverage and risk management program that comes free with every policy.


Based in Chicago, Swingler underwrites a variety of risks and provides retail agencies with proper insight into the quickly changing landscape that is cyber insurance. He focuses on common exposures such as hack attacks, data breaches and system failures.


While off the clock, he enjoys golfing (poorly) and rooting for his former teammates on the Purdue football team.

General Session: Building a Five-Star Agency - Wednesday, October 2 - 8:00 am - Noon

Tom Tiberia 

Prior to launching Talent Rebellion, Tom Tiberia served as an Organizational Development Consultant and Business Learning Manager for Chubb Insurance, the largest publicly traded insurance company in the world. 

Working with industry leading companies like Chubb & Son, J Crew Corporate, and Bloomberg to improve their results through experiential learning is a passion that Tiberia has embraced for nearly three decades. Without regard for specific industry sectors, Tiberia firmly believes that continuous and consistent employee development contributes directly to organizational success. 

General Session: Building a Five-Star Agency - Wednesday, October 2 - 8:00 am - Noon

Carey Wallace

Carey Wallace serves as the CEO of IntellAgents, a newly formed nationwide data-analytics organization that has built the fastest growing warehouse of Independent Agent data.  IntellAgents will represent over 20,000 agencies across the country by the end of 2019. Wallace and her team are focused on leveraging this data to help Independent Agents make informed business decisions, grow their agencies and compete in the changing insurance marketplace.

General Session: Building a Five-Star Agency - Wednesday, October 2 - 8:00 am - Noon

Kyle Westbrook

Kyle Westbrook focuses his practice on trials involving complex business litigation matters, including toxic torts and product liability. He has assisted with several civil litigation cases in their entirety, including jury trial preparation. He also has experience preparing motions for lead counsel, drafting and reviewing various complex health care contracts, and assisting local nonprofits in obtaining or maintaining 501(c)(3) tax-exempt status. In addition, Westbrook represents clients in the new and evolving cannabis industry in the Midwest.

 

Employment Law - Wednesday, October 2 - 1:00 - 2:00 pm