Rhode Island Young Accountants Network’s Post

The Leadership Project by DBH Consulting launched in August. To date, we’ve shared stories from 8 of the most innovative and passionate executives transforming the insurance industry. Together, we’re curating a wealth of knowledge for emerging leaders aiming for the C-suite. Here are a few takeaways from featured leaders: 1️⃣ “It turns out I didn’t need to know everything to be CEO. I just needed to have the right people around the table with me. – Shannon P. Alfonso, Former President & CEO of Marsh McLennan Agency Florida Region 2️⃣ “When it comes to leadership, especially the C-suite, the phrase really should be: If you want something done right, do it together.” – Mike Victorson, CEO of M3 Insurance and Co-CEO of BrokerTech Ventures 3️⃣ “Don’t wait for someone to call on you. If you’re passionate about something, express your interest.” – Megan Bell, Senior Vice President of Marketing, Falvey Insurance Group 4️⃣ “True balance is about navigating over a lifetime. It’s not about a particular moment in time.” – Robert Cohen, Chairman & CEO of IMA Financial Group, Inc. Want more leadership advice that is motivating, thought-provoking, and based on lived experience? We have an inspiring lineup of leaders to feature in 2025. Subscribe today and prepare for your next step. DBH Consulting guides socially conscious, impact-driven leaders to the C-suite. We envision a future where diversity, equity, and inclusion flourish in C-suites across the industry. #TheLeadershipProject #LeadershipDevelopment #LeadershipJourney

LIMRA and Boston Consulting Group (BCG) surveyed insurance executives on what key challenges and opportunies were top of mind. Topping the list in 2023 was growth followed by technology and talent management, among other challenges. Read more about what's on the minds of insurance executives and download the report: https://ow.ly/hzJW50RwXEC #Leadership #FinancialServices

Don't Miss Out!⏰ Today is the last day to get our Agency Ascend course at 50% off!⏰ Struggling to find the right people for your agency? 😩 You're not alone! This is a common challenge we hear from agencies across the industry. But worry no more! 🌟 🌟Introducing Bobbie's Favorite Section of Agency Ascend- Insurance Leadership Program: 🔍Effective Hiring Tips 🧩Cultural Fit 💪Work Ethic & Drive 🌱 Growth Potential We can teach insurance to the right people, but we can't teach work ethic, drive, and the desire to be successful. Finding a good cultural fit is critical to your agency's success and team morale. 👉 [Get Started Now] https://hubs.ly/Q02CLwN80 📣 Special Offer: - Enjoy a 50% discount until 7/31! 🏷️ - Or subscribe to our Agency School for full access to all our courses. 📚 #Insurance #Leadership #AgencySuccess #LastChance #HiringTips #TeamBuilding 💼👥

Don't Miss Out!⏰ Today is the last day to get our Agency Ascend course at 50% off!⏰ Struggling to find the right people for your agency? 😩 You're not alone! This is a common challenge we hear from agencies across the industry. But worry no more! 🌟 🌟Introducing Bobbie's Favorite Section of Agency Ascend- Insurance Leadership Program: 🔍Effective Hiring Tips 🧩Cultural Fit 💪Work Ethic & Drive 🌱 Growth Potential We can teach insurance to the right people, but we can't teach work ethic, drive, and the desire to be successful. Finding a good cultural fit is critical to your agency's success and team morale. 👉 [Get Started Now] https://hubs.ly/Q02CLqDG0 📣 Special Offer: - Enjoy a 50% discount until 7/31! 🏷️ - Or subscribe to our Agency School for full access to all our courses. 📚 #Insurance #Leadership #AgencySuccess #LastChance #HiringTips #TeamBuilding 💼👥

Insurance leadership is evolving fast. Are today’s CEOs equipped to handle the challenges? Our latest guide uncovers the key strengths driving successful CEOs forward—and the weaknesses that could be holding them back. Read the full guide at: https://lnkd.in/gTZ29jEA #Insurance #Leadership #ExecutiveSearch

Don't Miss Out!⏰ Today is the last day to get our Agency Ascend course at 50% off!⏰ Struggling to find the right people for your agency? 😩 You're not alone! This is a common challenge we hear from agencies across the industry. But worry no more! 🌟 🌟Introducing Bobbie's Favorite Section of Agency Ascend- Insurance Leadership Program: 🔍Effective Hiring Tips 🧩Cultural Fit 💪Work Ethic & Drive 🌱 Growth Potential We can teach insurance to the right people, but we can't teach work ethic, drive, and the desire to be successful. Finding a good cultural fit is critical to your agency's success and team morale. 👉 [Get Started Now] https://hubs.ly/Q02CLqDD0 📣 Special Offer: - Enjoy a 50% discount until 7/31! 🏷️ - Or subscribe to our Agency School for full access to all our courses. 📚 #Insurance #Leadership #AgencySuccess #LastChance #HiringTips #TeamBuilding 💼👥

Ensuring effective governance is at the core of a board chair’s responsibilities, but how do you determine the right leadership structure for your board? I turned Cara Heiden, retired co-president of Wells Fargo Home Mortgage, for expertise on determining the right board leadership for my recent "Insights from the Boardroom" column for the NACD (National Association of Corporate Directors) Heartland Chapter. Heiden serves as nonexecutive board chair for Vermeer Corporation, audit committee chair for Casey's General Stores, Inc., and as the human resources and nominating and governance committee chair for GuideOne Insurance. Here are her observations: A non-executive chair is the leader of the board of directors and the CEO is the leader of the company. In the case where the chair of the board and CEO are combined, a lead director is typically appointed as the leader of the nonmanagement directors.   Role of non-executive chair - The non-executive chair is responsible for chairing all the board meetings and executive sessions and to provide leadership as to how the board operates and makes decisions. A non-executive chair works closely with the CEO on board agendas and provides feedback to the CEO from executive sessions.   Role of lead director - The lead director chairs executive sessions of the nonmanagement directors and helps ensure the oversight effectiveness of the board and its committees.   The decision regarding board leadership structure needs to consider several factors, including: - The company’s situation – maturity of the business, performance, challenges, strategic opportunities and priorities; - Board’s culture, how it operates, state of governance practices; - Characteristics of potential board leaders, their leadership style, experience, communication skills with shareholders.      It is critically important that boards of directors apply their collective business judgement, considering all the above factors, to determine the board leadership structure that gives their company the highest likelihood of success. Thanks to Karen Neal Jim Shay Kevin Connor of the NACD Heartland Chapter. #governance #boardofdirectors #CEO #boardleadership #director #leaddirector #Boardchair

Don't Miss Out!⏰ Today is the last day to get our Agency Ascend course at 50% off!⏰ Struggling to find the right people for your agency? 😩 You're not alone! This is a common challenge we hear from agencies across the industry. But worry no more! 🌟 🌟Introducing Bobbie's Favorite Section of Agency Ascend- Insurance Leadership Program: 🔍Effective Hiring Tips 🧩Cultural Fit 💪Work Ethic & Drive 🌱 Growth Potential We can teach insurance to the right people, but we can't teach work ethic, drive, and the desire to be successful. Finding a good cultural fit is critical to your agency's success and team morale. 👉 [Get Started Now] https://hubs.ly/Q02CLqDF0 📣 Special Offer: - Enjoy a 50% discount until 7/31! 🏷️ - Or subscribe to our Agency School for full access to all our courses. 📚 #Insurance #Leadership #AgencySuccess #LastChance #HiringTips #TeamBuilding 💼👥

In golf, you can't dwell on one bad shot, and the same goes for the office. ⛳ CEO Lee Shavel shares how moving past mistakes on the green can also teach us to move on from setbacks at work. Focus on the next opportunity instead of the past! #LeadershipInsights #CEO #ThoughtLeadership #LifeAtVerisk #OurPeople #Leaders #Insurance

Attending the Women in Insurance Leadership conference today was a powerful reminder of the strength and potential of all the women in the room and across our industry. The keynote given by Jeanne Sparrow was exactly what we all needed to hear. She covered authentic leadership and shared these inspiring points: “The stories we tell about our experiences can have a profound impact on those around us.” How we tell our stories and how often is so incredibly important as part of your current leadership and the many opportunities that will come to life giving you greater success and happiness. Get on LinkedIn and bring value to the industry with your unique insight and perspectives and do it often! The rest of the day included valuable sessions on AI, strategic networking, mentorships and executive sponsorships. Mary Boyd, recently appointed as CEO of Hiscox USA, (Go Mary!!!) led a phenomenal workshop on Leading Successfully Through Difficult and Great Times. She shared her personal #leadership assessment plan, which included a few different ways you lead across business strategy, culture, stakeholders and ourselves. It is so important to assess your leadership goals, results as part of continuous leadership development. Here are a few more takeaways from the day: ✅ Authentic Leadership: Embrace your unique experiences and use them to impact others positively. How will you do those? How will you project your experiences as part of leading others? ✅ Resilience and Adaptability: Overcoming challenges often requires personal insight and flexibility. Let’s flex while also caring for others and ourselves. ✅ Emotional Intelligence: Leverage EQ to navigate workplace challenges with empathy and insight. The leadership assessment plan Mary Boyd shared is invaluable to raising your EQ! ✅ Personal Impact: Your individual journey significantly influences your professional success. ✅ Intentional Connection: Be intentional about how you connect with others through your authenticity. I can’t stress enough how vital this is! It’s critical to your future success even if you’re uncertain about where your headed! Margaret Resce Milkint ended the day with the best line: “Take your shot!” Thank you Digital Insurance, all the wonderful women leading in the industry, and the 7 men who showed up for us today! Bring your friends next time! We need the support on you can provide! Please tag anyone I couldn’t add! Bethany Jansen (Burns),MPA, Catherine Myers, Laurna Castillo, Peilin Corbanese, Jackie Morales, Gina Hardy, Jamie Warner, Amy S. Cooper, Katerina Garavito, Stacey Brown, MBA, Tony Cañas, CPCU, MBA, AU, ARM, ARe, AIC, AIS, Joy Rohde, Audry Torrence (I loved meeting you today!), Patti Harman, Rachael Hudson #Leadership #WomenInInsurance #ProfessionalDevelopment #AuthenticLeadership #EQ