CONNECT
With agency owners who are building independently.
LEARN
Actionable strategies to grow your agency and your team.
GROW
Improve operations, profitability, and long-term value.
STAY INDEPENDENT
Insights to help you stay independent and build on your terms.
WHO ATTENDS
REAL OPERATORS.
REAL COMMUNITY.
Independent Agency Owners
Agency Leadership Teams
Hiring & Culture Leaders
Operations & CS Leaders
Marketing & Growth Leaders
Industry Innovators & Insurtechs
Agency owners, producers, operators, and vendor partners who are serious about growth, efficiency, and staying independent in a changing industry.
INTERESTED IN BECOMING A VENDOR PARTNER?
Complete the application below and our team will reach out to discuss sponsorship opportunities, event participation, and partnership packages.
Partnership opportunities are limited and subject to approval.
We accept a select number of vendor partners each year to ensure every sponsor receives meaningful exposure and direct access to independent agency decision-makers.
FEATURED SPEAKERS
MARGEAUX GILES
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Margeaux Giles is a seasoned leader with over 17 years of executive experience in insurance operations and digital transformation. Before founding Irys, she spent nearly a decade running a commercial insurance brokerages while driving explosive revenue growth over three years through the strategic adoption of SaaS-based automation and customer-centric technology. Recognized globally for her trailblazing work in insurtech, she has earned accolades including Insurtech Woman CEO of the Year, Insurtech Influencer of the Year (Global Insurtech Awards), NYC Fintech Women Inspiring Founder of 2024, and Insurance Business America Elite Woman Winner.
As CEO of Irys Insurtech, Margeaux now leads the charge in revolutionizing insurance distribution. Irys is an AI-Native platform that facilitates operations, dynamic data exchange, and embedded financial solutions to dismantle legacy constraints and empower independent agencies to scale effectively and with precision.
Driven by a passion for advancing the industry, she remains deeply committed to fostering opportunities for women in insurance as a founding member of InsureWomen and InsureEquality, as well as serving as the Florida Network Chair of the Association of Professional Insurance Women and Chair of the Insurance Agency Owners Alliance Tech Council.
CAREY WALLACE
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Over the past 16 years, Carey has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. She prides herself in taking the time to understand an agency’s unique situation and helping them build the future they envision for themselves.
Carey is a Certified Exit Planning Advisor, CEPA and is considered an expert in her field. She has presented to over 5,000 agencies this past year and is the co-host of the podcast Business Refocused which highlights those that are innovating and redefining the benchmarks in our industry.
She is the founder of AgencyFocus, a consulting company providing valuation, perpetuation planning services, acquisition support, financial and compensation analysis, and fractional CFO services to independent insurance agencies across the country.

