News > Upcoming Events

Upcoming Insurance Events

The Jacobson Group sponsors, exhibits and attends a number of insurance industry conferences and forums throughout the country. Additionally, our executive management team is frequently asked to speak at many of these events. If you are interested in having a Jacobson representative speak at your event, please submit a request to our marketing communications department.


Apr 21-Apr 23, 2024

ACLI Forum 500 Leadership Retreat

The Jacobson Group is honored to be sponsoring the ACLI (American Council of Life Insurers) Forum 500 Leadership Retreat in Sarasota, Fla. Jacobson is proud to also have Jack Walsh, managing director, speaking at the event. He will be presenting “State of the Insurance Talent Marketplace.” Jack will share best practices for attracting and developing top talent in today’s landscape to help position organizations for long-term success. Don’t miss it!


Apr 29-Apr 30, 2024

NAMIC Director's Bootcamp

The Jacobson Group is honored to be speaking at the NAMIC (National Association of Mutual Insurance Companies) Director's Bootcamp in Chicago. Greg Jacobson, co-CEO, is serving on a panel that will explore the board’s role in the CEO succession process.


Apr 30 2024

NAAIA Midwest Regional Forum

The Jacobson Group is excited to attend the NAAIA (National African American Insurance Association) Midwest Regional Forum in Detroit. Brett Carter, managing director, is moderating the closing plenary, “Beyond the Likes: Social Selling Strategies that Define the Future.” Don’t miss it!


May 1 2024

NAAIA Chicago Annual Spring Benefit & Scholarship Luncheon

The Jacobson Group is proud to be sponsoring the NAAIA (National African American Insurance Association) Chicago Annual Spring Benefit and Scholarship Luncheon in Chicago, Ill.


May 5-May 8, 2024

2024 AHOU Annual Conference

The Jacobson Group is exhibiting at the AHOU (Association of Home Office Underwriters) Annual Conference and Solution Showcase in Boston, Mass. Stop by booth #232 to say hi to our Jacobson team! Representing the firm at this event will be Cody Fincher, client advisor, and Michael Morris, client advisor.

Jacobson is honored to also have Alicia Morris, vice president, speaking at the event. She will be co-presenting "Thriving Teams, Thriving Business: Cultivating Retention through Wellbeing." Don't miss it!


May 6-May 7, 2024

WSIA Committee Day

The Jacobson Group is excited to attend the WSIA (Wholesale & Specialty Insurance Association) Committee Day in Dallas, Texas. Representing the firm at this event will be Brett Carter, vice president.


May 8 2024

NAMIC Human Resources Summit

The Jacobson Group is proud to be the corporate event sponsor of the NAMIC (National Association of Mutual Insurance Companies) Human Resources Summit in Chicago. Judy Busby, senior vice president, will deliver the keynote presentation, “Talent Challenges in Today’s Labor Market.” The session will explore the current state of the labor market, share best practices for attracting talent, and provide insight on retaining a loyal and productive workforce. Judy will also moderate an HR leaders panel discussing focused on tackling today’s challenges including employee experiences, change management, succession planning and hybrid work environments. Don’t miss these valuable sessions!


May 8 2024

MPL Association Leadership Forum

The Jacobson Group is honored to be speaking at the MPL (Medical Professional Liability) Association Leadership Forum in Washington, D.C. Mike Abate, managing director, is presenting “Leadership Succession.” The session will explore best practices for elevating your enterprise leaders to sustain effective succession planning, building a diverse and differentiated leadership bench, and more. Additionally, Mike will join the panel discussion, "Applying Agile Thinking in Your Goal Setting," to explore strategies for flexibility, strategic planning improvement and goal achievement.


May 13-May 15, 2024

NCCI Annual Insights Symposium

The Jacobson Group is excited to attend the NCCI (National Council on Compensation Insurance) Annual Insights Symposium in Orlando, Fla. Representing the firm at this event will be Mike Abate, managing director.


May 28-May 30, 2024

VAHP Annual Meeting

The Jacobson Group is proud to sponsor the VAHP (Virginia Association of Health Plans) Annual Meeting in Virginia Beach, Va. Representing the firm at this event will be Judy Busby, senior vice president. 


Jun 2-Jun 4, 2024

Qualipalooza

The Jacobson Group is excited to attend Qualipalooza: The RISE Quality Leadership Summit in Atlanta, Ga. Representing the firm at this event will be Abbe Sodikoff, senior vice president.


Jun 5-Jun 7, 2024

IASA Xchange 2024

The Jacobson Group is honored to be speaking at the 2024 IASA (Insurance Accounting Systems Association) Xchange Conference in Pittsburgh, Pa. Michael Morris, client advisor, is presenting "The Power of Your Personal Brand." The session will talk through the importance of personal branding and provide a framework for creating a personal brand that is both impactful and memorable.

Cody Fincher, client advisor, will also be presenting at the event. His session, "Attracting and Retaining Top Talent in Today's Environment," will explore the current state of the labor market, share best practices for attracting and retaining talent, and provide insight on retaining a loyal and productive workforce. 


Jun 6 2024

IICF Midwest Regional Forum

The Jacobson Group is excited to attend the IICF (Insurance Industry Charitable Foundation) Midwest Regional Forum in Chicago, Ill. Representing the firm at this event will be Brett Carter, vice president.


Jun 18-Jun 20, 2024

RISE 2024 Leadership Summit & Awards Gala

The Jacobson Group is proud to be a supporting sponsor at the RISE (Rising Insurance Star Executives) 2024 Leadership Summit & Awards Gala in Fort Lauderdale, Fla. Brett Carter, managing director, is speaking on the panel, “Voices of Juneteenth: Standing Together in Insurance.” This session shines a spotlight on accomplished African American executives and their invaluable contributions to the insurance industry.


Jun 20-Jun 21, 2024

AAM Investment Conference

The Jacobson Group is excited to attend the AAM (Asset Allocation & Management Company) Investment Conference in Chicago, Ill. Representing the firm at this event will be Jack Walsh, managing director.


Jun 23-Jun 26, 2024

NAMIC Management Conference

The Jacobson Group is proud to sponsor the Executive Operations Roundtables in conjunction with the NAMIC (National Association of Mutual Insurance Companies) Management Conference in Boston, Mass. Brett Carter, vice president, and Mike Abate, managing director, are excited to attend the event.


Aug 12-Aug 14, 2024

LIMRA Supplemental Health, DI and LITC Conference

The Jacobson Group is honored to be presenting at the LIMRA (Life Insurance Marketing and Research Association) Supplemental Health, DI and LITC Conference in Louisville, Ky. Judy Busby, senior vice president, is the event's keynote speaker. Don’t miss it!


Sep 5-Sep 6, 2024

IASA Midwest Chapter Fall Meeting

The Jacobson Group is honored to be speaking at the IASA (Insurance Accounting Systems Association) Midwest Chapter 2024 Fall Meeting in Omaha, Neb. Michael Morris, client advisor, will be presenting "Retention Strategies for Today's Labor Market." Hope to see you there!

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