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Thursday October 30, 2008 - Day 1

Welcome/Day 1 Review

Welcome to ReSource Pro & Our Story

Matt Bruno

9:00 - 9:30am

30 min.

A day at the ReSource Pro Office

Meet with the heads of all departments - brief introductions, presentations and discussions. See your team in action

9:30 -12:00am

2:30 min.

Lunch with the Team

12:00 - 1:00pm

1 hour

Team Meetings

Each team will meet for as long as is needed to discuss their individual agenda topics

1:00 - 5:00pm

4 hours as needed

Dinner with Teams

Each team has arranged dinner and other special activities for their clients

5:00pm- Late

Friday October 31, 2008 - Day 2

Arrival: Coffee + Breakfast

 

8:30 - 9:00am

30 min.

Welcome

Dan Epstein, CEO, ReSource Pro

9:00 - 9:15am

15 min.

Presentation and Opening Exercise: What is Innovation?

 

9:15 - 10:00am

45 min.

Thinking Out of the Box

Exploring groundbreaking innovations through paradigm-busting partnerships

10:00 - 11:00am

1 hour

Break

 

11:00 - 11:15am

15 min.

Strategic Outlook: Insurance 2015

Articulating a detailed vision for what the insurance industry and insurance agencies will look like in the future

11:15 - 12:00pm

45 min.

Group Discussion

Presenting our collective visions for the future and discussing what they mean for our businesses

12:00 - 1:00pm

1 hour

Lunch + Thought Leadership Presentation

 

100 - 2:30pm

1.5 hours

Creating the Roadmap: Getting to Tactics

Brainstorming the tactics needed to make our desired visions a reality

2:30 - 3:30pm

1 hour

Developing the plan: Prioritization + Discussion

Selecting the top tactics the group believes will move the industry and their business forward

3:30 - 4:30pm

1 hour

Looking Ahead: The RSP Innovation Advisory Board

Dan Epstein, CEO, ReSource Pro
Reflection on the ideas and tactics uncovered throughout the day, and presentation of the Innovation Advisory Board concept

4:30 - 4:45pm

15 min.

Summit Wrap-up 4:45pm