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Upcoming Insurance Events

The Jacobson Group sponsors, exhibits and attends a number of insurance industry conferences and forums throughout the country. Additionally, our executive management team is frequently asked to speak at many of these events. If you are interested in having a Jacobson representative speak at your event, please submit a request to our marketing communications department.


May 16-May 17, 2022

WSIA Committee Day

The Jacobson Group is excited to attend the WSIA Committee Day in Orlando, Florida. Representing the firm at this event will be Brett Carter, managing director.


May 18 2022

16th Annual Spring Benefit and Scholarship Luncheon

The Jacobson Group is proud to sponsor the Continuing Excellence Award at the NAAIA Chicago 16th Annual Spring Benefit and Scholarship Luncheon. Representing the firm at this event will be Brett Carter, managing director.


Jun 1 2022

RISE Leadership Summit and Award Gala

The Jacobson Group is proud to be an Event Supporting Sponsor of the RISE Leadership Summit and Award Gala in Fort Lauderdale, Fla. Representing the firm at the event will be Brett Carter, managing director.


Jun 5-Jun 8, 2022

IASA XChange Annual Meeting

The Jacobson Group is excited to be participating in IASA Xchange 2022 in Baltimore, Md. Managing director Brett Carter will be presenting “Recruiting for Skills, Not Experience” on June 8. This session will explore how organizations can leverage more inclusive hiring practices and expand their talent pools by revising tired position descriptions and interviewing for skills and potential. Jacobson will also be exhibiting; stop by booth #412 to say hi to Karen Lopez, client advisor, and Dennis Melendez, client advisor.


Jun 12-Jun 15, 2022

Western Operations Conference

The Jacobson Group is proud to be a bronze sponsor at the Western Operations Conference in Honolulu, Hawaii. Representing the firm at the event will be Alicia Morris, vice president of temporary staffing, and Sandy Zupancic, vice president of health sales.


Jun 12-Jun 15, 2022

SOA Health Meeting

The Jacobson Group is proud to be a corporate sponsor of the Society of Actuaries. Jacobson will be the event app and polling sponsor of the SOA Health Meeting June 12-15, 2022, in Philadelphia, Pa. Senior Vice Presidents Judy Busby and Abbe Sodikoff are also excited to participate as speakers at this year’s meeting. On June 13, Judy will be moderating “Effective Leadership in the Virtual Environment;” a panel aiming to share insights and experiences on building loyalty and increased productivity among staff in the new working environment. Abbe will host a workshop at the conference on June 14 titled “Actuaries 2.0: Building Future-Proof Teams.” In this workshop, attendees will learn how to take an intentional people-first approach, identifying both the technical and soft skills needed for success, while considering a project’s broader impact. If you are attending the SOA Health Meeting, don’t miss Judy and Abbe’s sessions!    


Jun 20 2022

IICF Inclusion in Insurance Regional Forum

The Jacobson Group is excited to attend the IICF Inclusion in Insurance Regional Forum in Chicago, Illinois. Representing the firm at this event will be Brett Carter, managing director and Lakreshia Kindred, engagement director.


Jun 26-Jun 29, 2022

NAMIC Management Conference

The Jacobson Group is proud to sponsor the NAMIC Management Conference in Carlsbad, Calif. Representing the firm at the event will be Judy Busby, senior vice president; Brett Carter, managing director; and Julie Dunn, engagement director.


Jul 12-Jul 15, 2022

Michigan Association of Health Plans Annual Summer Conference

The Jacobson Group is proud to be an Engagement Partner Sponsor of the Michigan Association of Health Plans 37th Annual Summer Conference. Judy Busby, senior vice president, will be representing the firm at the event in Acme, Mich.


Jul 19-Jul 21, 2022

Insurance Director Boot Camp

The Jacobson Group is proud to be a sponsor of the Insurance Director Boot Camp in New York City July 19-21, 2022. This boot camp is an intense three-day educational program designed to provide attendees with the essential knowledge required to be an effective director, particularly in the property and casualty sector. Greg Jacobson, co-CEO, and Brett Carter, managing director, are honored to be part of the impressive speaker line-up for the event. Greg will be a panelist for the session “Maintaining the Talent Pool: CEO, Executive and Board Succession,” and Brett will participate in a working lunch titled “Value-Added Diversity and Inclusion Strategies.” Click here to register for the boot camp today: https://insurancedirectorbootcamp.com/registration/. We hope to see you there!


Aug 7-Aug 9, 2022

Emerging Leaders Conference

The Jacobson Group is proud to be a Bronze Sponsor of the Emerging Leaders Conference in Denver, Colo.


Aug 24-Aug 26, 2022

SOA Life Meeting

The Jacobson Group is a proud Corporate Sponsor of the SOA Life Meeting in Chicago,  Ill.


Sep 20-Sep 22, 2022

InsureTech Connect

The Jacobson Group is excited to attend the InsureTech Connect Conference in Las Vegas, Nevada. Representing the firm at this event will be Tony Canas, client advisor.

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