Broker Smackdown March 2026

March 10 - 12, 2026
The Council
Washington, DC

Course Content

Case Study Arrow Icon Course Introduction Arrow Icon Strategy and Business Planning Arrow Icon Key Performance Indicators Arrow Icon Financial Reporting Arrow Icon Worksheets Arrow Icon Solutions 21 Workbook Arrow Icon

Agenda

Download Agenda Arrow Icon

Tuesday, March 17

Arrow Icon

  • Breakfast

    7:30 - 8:00 a.m.

  • Welcome and Introductions

    8:00 - 8:45 a.m.

  • Welcome, Sustainable Competitive Advantage, Business Acumen, and Pop Quiz!

    8:45 - 9:20 a.m.

  • Pop Quiz Prep & Grading, Leadership vs. Management, Alignment, SWOT

    9:20 - 10:30 am

  • Year Zero: “As-Is” Analysis/SWOT & Practice Year

    10:30 am - 12:00 pm

  • Lunch

    12:00 - 12:45 pm

  • Practice Year Debrief

    12:45 - 1 pm

  • World-Class Performers (Nine Behaviors) and DiSC

    1 - 2:15 pm

  • Break

    2:15 - 2:25 pm

  • Strategic Thinking, Focus, MOST, Demo #2

    2:25 - 3:10 pm

  • Year Zero: "To-Be" Planning/MOST

    3:10 - 3:55 pm

  • Year One Decision-making

    3:55 - 5:30 pm

  • Dinner

    6:00 - 8:00 pm

Wednesday, March 18

Arrow Icon

  • Breakfast

    7:30 - 8:00 a.m.

  • Work of Leaders

    8:00 a.m. - 9:30 a.m.

  • Break

    9:30 - 9:40 a.m.

  • Year One Results: Income Statements & Balance Sheets

    9:40 - 10:50 a.m.

  • Experienced Hires, Competitive Analysis

    10:50 - 11:10 a.m.

  • Year Two Decision-making (30 minutes for Lunch)

    11:10 - 1:40 p.m.

  • Break

    1:40 - 1:50 p.m.

  • Real-world SWOT

    1:50 - 2:10 p.m.

  • Year Two Results: KPIs

    2:10 - 2:55 p.m.

  • Year Three Decision-making

    2:55 - 5:00 p.m.

Thursday, March 19

Arrow Icon

  • Breakfast

    7:30 - 8:00 a.m.

  • Common Business Pitfalls and Year Three Results

    8:00 - 8:15 a.m.

  • Year Four Decision-making - Lighting Round

    8:15 - 9:15 a.m.

  • Break

    9:05 - 9:15 a.m.

  • Finance Board Game

    9:15 - 9:45 a.m.

  • Real-world MOST

    9:45 - 10:05 a.m.

  • Prepare Final Presentations/After-Action Reviews

    10:05 - 10:25 a.m.

  • Final Presentations and Debrief

    10:25 a.m. - noon
Download Agenda Arrow Icon
Close Icon

Event Details

Council WiFi

Prework

Team Roster

Local's Guide

Council WiFi
Caret Icon

CIAB Office WiFi
Network: CIAB_Guest
Password: council@750

 

Prework
Caret Icon

Please have all prework done prior to arriving for the program. If you need assistance, please contact [email protected].

 

Team Roster
Caret Icon

PDF Not ready, Katie will send when ready

Local's Guide
Caret Icon

Add Local’s Guide attachment

Council WiFi

CIAB Office WiFi
Network: CIAB_Guest
Password: council@750

 

Prework

Please have all prework done prior to arriving for the program. If you need assistance, please contact [email protected].

 

Team Roster

PDF Not ready, Katie will send when ready

Local's Guide

Add Local’s Guide attachment

Leader's Edge Jan/Feb Issue

Leader's Edge

Check out the latest issue of Leader’s Edge magazine for coverage on data centers, ICHRAs, third-party cyber risk, and more.

Read More

FAQ

Where is the event held?

What should I wear?

Follow The Council on LinkedIn

Follow The Council on LinkedIn

Copyright © 2026 The Council of Insurance Agents & Brokers. Terms Of Use and Privacy Statement. All rights reserved.

By registering for this event, all Council member-firm employees agree to also be an individual member of the Council in order to attend Council events. As an individual member of the Council, you have the right to attend Council meetings and are able to vote for a director candidate for the Council’s Board of Directors that is designated to represent individual members of the Council.