Upcoming Insurance Events

The Jacobson Group is honored to be sponsoring at the Medical Professional Liability Association CEO/COO Meeting in Scottsdale, Arizona. Representing the firm at this event will be Greg Jacobson, co-CEO, and Julie Czarnik, assistant vice president. 

The Jacobson Group is proud to be a bronze sponsor and exhibitor at the Western Operations Conference in New Orleans, Louisiana. Representing the firm at the event will be Abbe Sodikoff, senior vice president; Sandy Zupancic, vice president; and Judy Busby, senior vice president.

The Jacobson Group is honored to be speaking at the National Association of Mutual Insurance Companies (NAMIC) Human Resources Summit virtual event. Mike Abate, managing director, is presenting “Comprehensive Succession Planning for Future Success.” The session will share insights on the industry’s succession readiness, as well as considerations for approaching broad and deep succession plan development in the context of today’s labor market. Don’t miss it!

The Jacobson Group is honored to be speaking at the American Property Casualty Insurance Association (APCIA), the American Council of Life Insurers (ACLI) and the Life Insurance Council of New York (LICONY) DEI: Expanding Opportunity in Insurance Conference in Washington. Brett Carter, managing director, will moderate the “Creating Paths to Insurance Careers” panel on April 3.

The Jacobson Group is excited to exhibit at the AHOU Annual Conference in Ft. Lauderdale, Florida. Stop by booth #406 to say hi. Representing the firm at this event will be Alicia Morris, vice president; Michael Morris, client advisor; and Cody Fincher, client advisor.

Brett Carter, managing director, is excited to be speaking as of part of the National Association of Mutual Insurance Companies (NAMIC) Webinar Series. His session, “Leading in a Virtual Environment,” will explore how leadership and the role of managers have evolved within the virtual environment and how to build connections with employees across geographic locations. 

The Jacobson Group is exhibiting at the Life Insurance and Annuity Conference in Salt Lake City, Utah. Stop by booth #102 to say hi. Representing the firm at this event will be Michael Morris, client advisor, and Cody Fincher, client advisor.

Greg Jacobson, co-chief executive officer, is honored to be speaking at the National Council on Compensation Insurance (NCCI) Annual Insight Symposium in Orlando, Fla. Greg will co-present “Managing Through the Talent Gap” with Jeff Rieder, partner at Aon and head of Ward Benchmarking. Their May 9 session will share unique perspectives on the insurance industry’s labor market, human capital challenges, recruiting and retention best practices and more.

The Jacobson Group is proud to be speaking at the National Association of Mutual Insurance Companies (NAMIC) Director’s Bootcamp 2.0 in Chicago on May 10. Greg Jacobson, co-chief executive officer, will be moderating the “CEO Succession Planning” panel. The session will focus on key aspects of succession including timing, candidate consideration and screening, and onboarding as it pertains to mutual insurance companies. Don’t miss it!

Mike Abate, managing director for The Jacobson Group, is honored to be speaking at Insurance Accounting and Systems Association (IASA) Xchange in Minneapolis on June 4, 2023. His session, “Effectively Retaining Talent in the Hybrid Environment” will explore how to adapt traditional retention tactics and rethink talent strategies to engage employees in today’s workplace. 

The Jacobson Group is excited to attend the IICF Inclusion in Insurance Global Forum in New York City, New York. Representing the firm at this event will be Brett Carter, managing director.

The Jacobson Group is excited to attend the Connected Claims USA Summit in Austin, Texas. Representing the firm at this event will be Karen Lopez, client advisor.