Excess & Surplus Lines
June 9-12, 2024 • Chicago, IL
Register Here
For insurance professionals who are relatively new to the surplus lines industry or who have recently transitioned into E&S
About the Program
Gain a solid understanding of how excess and surplus lines insurance works in the marketplace in this introductory program. E&S participants analyze and discuss real world issues and leave with a foundational understanding of the dynamics and relationships between surplus lines brokers and carriers. Surplus lines industry executives are the primary instructors. Attendees participate in a variety of self-directed learning settings such as study groups, panels and informal networking sessions.
Watch this short video to hear past participants talk about their Excess & Surplus Lines experience.
Learn more about Excess & Surplus Lines in the
informational program brochure.
Who Should Attend
The Excess & Surplus Lines program is designed for insurance professionals with less than five years of experience in the surplus lines industry. The program is also an excellent introduction to the surplus lines industry for new employees or even veteran insurance professionals who are just new to surplus lines. Persons with more than five years of surplus lines experience are encouraged to attend the Marcus Payne Advanced program.
Registration and Fees
- If you would like to be notified when 2024 registration opens, please complete the waitlist form.
- Registration is $1,700 per person. WSIA will make hotel reservations for registered program participants. Attendees will be charged a reduced sleeping room fee of $109/night + tax at hotel check-in.
- Contact Lindsay Holland, [email protected], with any questions.
2024 Schedule
*Schedule details are tentative and subject to change.
New this year, Excess & Surplus Lines and Marcus Payne Advanced E&S will be hosted concurrently in Chicago, IL at the Gleacher Center. All networking opportunities will be held together, including a Cocktail Cruise to enjoy the beautiful Chicago skyline!
Sunday, June 9
Prior to 3:00 p.m. |
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Hotel Check-In
Lobby – Embassy Suites Chicago Downtown Miracle Mile
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3:00 - 3:45 p.m. |
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On-site Registration
Lower Level – Salons D-G – Embassy Suites Chicago Downtown Miracle Mile |
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4:00 - 6:00 p.m.
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Opening Program
Lower Level – Salons D-G – Embassy Suites Chicago Downtown Miracle Mile
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6:00 - 7:00 p.m.
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Opening Reception
Lower Level – Salons D-G – Embassy Suites Chicago Downtown Miracle Mile
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Monday, June 10
7:00 - 7:45 a.m. |
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Breakfast Buffet
Gleacher Center, Room 450
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8:00 - 8:45 a.m.
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Language of the Business
Shanna Sweeney, Upland Capital Group
Kelly Tate, Aurenity
Gleacher Center, Room 100
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8:45 - 9:00 a.m.
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Break
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9:05 - 11:10 a.m. |
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Distribution System
Lindsay Moore, Amwins
Adriana Toscano, Arch Reinsurance
Gleacher Center, Room 100
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11:10 - 11:25 a.m.
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Break
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11:25 a.m. - 12:05 p.m.
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MGAs and Brokers
Ron Keller, Ascot Group
Lindsay Moore, Amwins
Gleacher Center, Room 100
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12:05 - 12:15 p.m.
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Group Photo
Lobby Stairs – Gleacher Center |
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12:15 - 1:15 p.m.
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Luncheon Buffet
Gleacher Center, Room 450
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1:15 – 3:00 p.m. |
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Sales & Marketing: Influencing with Integrity
Stephen Jones, Admiral Insurance Group
Michael Schmidt, Admiral Insurance Group
Gleacher Center, Room 100
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3:30 - 6:00 p.m.
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Chicago Cocktail Cruise
Reception and Hors d’Oeuvres
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Tuesday, June 11
7:00 - 7:55 a.m. |
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Breakfast Buffet
Gleacher Center, Room 450
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8:00 - 10:00 a.m.
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Risk Takers
David Archiable, Great American Risk Solutions
Cara Delestienne, Atain
Gleacher Center, Room 100 |
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10:00 - 10:30 a.m.
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Break
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10:20 a.m. - 12:00 p.m.
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Surplus Lines Issues & Trends
Michael Hoeflin, Upland Capital Group
Shanna Sweeney, Upland Capital Group
Gleacher Center, Room 100
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12:00 - 12:45 p.m.
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Luncheon Buffet
Gleacher Center, Room 450
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12:45 - 1:45 p.m.
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Where’s the Money?
Ted Cornell, RT Specialty
Doug Lang, Convex US
Gleacher Center, Room 100 |
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1:45 - 2:00 p.m.
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Break
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2:00 - 3:00 p.m.
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Data Analytics and E&S
Mike Simon, Amwins
Gleacher Center, Room 100
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3:00 - 3:30 p.m. |
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Break
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3:30 - 4:15 p.m. |
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Lloyd’s
Mark Rector, Lloyd’s
Pat Talley, Lloyds
Gleacher Center, Room 100
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4:15 - 5:00 p.m. |
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Legislative and Regulatory Advocacy
Keri Kish, WSIA
Gleacher Center, Room 100
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Wednesday, June 12
7:00 - 7:55 a.m. |
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Breakfast Buffet
Gleacher Center, Room 450
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8:00 - 8:45 a.m. |
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Breakout Exercise, Real World Questions
Cara Delestienne, Atain
Barb Habel, Atain
Gleacher Center, Room 100
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9:45 - 10: 00 a.m. |
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Break |
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10:15 - 11:45 a.m. |
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E&S Professionals Panel
Gleacher Center, Room 100 |
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11:45 a.m. - 12:00 p.m.
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Closing Comments, Evaluations & Departure
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Training Location
Gleacher Center
450 Cityfront Plaza Dr.
Chicago, IL 60611
Hotel Accommodations
Embassy Suites by Hilton Chicago Downtown Magnificent Mile
511 N Columbus Dr.
Chicago, IL 60611
WSIA will make your reservation for you.
Participants will be charged a discounted hotel rate of $109/night + tax at hotel check-in.
Excess & Surplus Lines Program Topics
- Language of the Business - Distinguish the differences between admitted and non-admitted markets.
- Wholesale Distribution Systems - Understand the different channels and key players.
- Strategies for E&S Marketing - Gain expertise for how to navigate the complexities of E&S insurance.
- Lloyd’s Market Overview - Learn about this unique market and its global network.
- Financial Indicators for Successful Companies - Go beyond the balance sheet and gain an understanding of what they mean to you and your business.
- Examination of Issues, Trends and Regulatory Impacts - Hear real-world examples of proposed and existing regulations and non-regulatory alternatives.
Excess & Surplus Lines Cancellation Policy
- Cancellation through April 26, 2024 will result in a full refund, less a $50 fee for processing.
- Cancellation between April 27 and May 10 , 2024 will result in a 50% refund.
- No refund is offered after May 10, 2024.
- Should you cancel after May 10, 2024 you will a limited time opportunity to substitute someone else at your firm as an alternative to the above refund policy.
- All requests must be made in writing to Lindsay Holland, [email protected].