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Growing Into Your Agency

Second Annual Futures Conference

October 2-3, 2017
(10 a.m. Monday–2 p.m. Tuesday)


Chubb Hotel & Conference Center
309 Manor Rd.
Lafayette Hill (Phila.), PA

Topics (click to read more):

Michael Goldberg, Founder of Knock Out Networking, LLC will walk us through how to make networking work for you including rules of networking, how to ask the right questions, where to network and the different phases of networking.

Behavioral Selling
Rich Molden, Founder of Performance Development Group, will show us how to be more a more effective salesperson by becoming "Customerized."  We will learn about our own behavior style of selling but more importantly, how to quickly recognize and adapt to the customer's behavioral style.  We will expose strengths, blind spots & weaknesses in every key stage of the sale process.   

Sales Tech
Jeff Teschke and Emily Burns, Digital Marketing Experts with Forge3 Ltd., will show us current web-based apps and other tech tools that help agencies gain an effective online presence and build their business.  

Producer Agreements
Jason Ernest, Esq., IA&B's Deputy CEO, will help us understand the rights under common and contract law and how producer agreements protect the agency's core asset, its policy expirations.

Perpetuation Planning
Everett Shaw and Tom McGraw with B.H. Burke will join us to provide an overview of perpetuation planning while Mike Strakhov with Live Oak Bank will talk about funding options. We will be allowing for some individual meetings for those of you who are looking at perpetuation now.

Evening of Entertainment and Networking
As always, we must include some fun with the learning and will again be planning an evening event to continue the networking!

Full agenda


Fun (scenes from 2016)


Registration Fee   

IA&B Members:  $395
Non-members:     $475  

Register Now!


Hotel Information

The Chubb Hotel and Conference Center is a modern, upscale facility designed to host conferences with high-tech amenities. It's restaurant features cuisine inspired by Iron-Chef Jose Garces. A block of rooms has been reserved for the Futures Conference at a rate of $175 per night.  Rooms can be reserved directly with the hotel online at using code "IAB2017" or by phone at (800) 523-3000.



2018 Futures Task Force

2018 Futures Task Force

Meet the young agents charged with providing input on the annual Futures Conference.

Learn more