Go Big

Get Ready to Go Big: May 4–5, 2026

Go Big is heading back to the Turning Stone Resort Casino, where inspiration meets action, and New York’s independent insurance community comes together to learn, connect, and grow. It’s not just an event– it’s a launchpad for what’s next.

Stay tuned for updates on speakers, session topics, exhibitor info, and more.

SCHEDULE.

Time2025 Preview Day Recap
5:15 – 6:00 PMAnnual Business Meeting & Installation Board
[Open to All]
6:00 – 8:00 PMGo Big Sneak Preview Reception
[Full Access Only]
Time2025 Go Big Recap
8:00 AM – 12:00 PMRegistration
8:00 AM – 12:00 PMHospitality Suite
[Full Access Only]
8:30 AM – 12:00 PMIndustry Marketplace Tradeshow
[Open to All]
Relationships are everything. This is your big opportunity to network with carriers, meet the new solution to your agency’s biggest challenges, and strengthen many areas of your foundation in a quick period of time.  Want a warm introduction? We’ve got your back– our team will be there to help!
10:00 -10:35 AMSmall Group Session: Catalyit Tech Demo Lounge
[Limited Space, Full Access Only]
Lightning-fast demos of very cool technology. You’ll vote which solutions get to take the mic!
12:00 – 2:30 PMGo Big Full Program & Luncheon
[Limited Space, Full Access Only]
Our Go Big program & luncheon unites the best of everything to help you make the most of your time– meaningful networking, tangible insights, updates that matter– and ends with a little celebration. Here’s a taste of what you’ll see…

What You Know is What You’re Worth
How to: Preserve Institutional Knowledge. Strengthen Valuation. Ensure Continuity.
Thomas Mann
COO of AgencyFocus
What would happen to the value of your agency if one of your key people (or someone you don’t even realize is key) walked out the door tomorrow? If that question makes you pause, just know you’re not alone. With an aging workforce, growing talent gaps, and increased pressure on agency perpetuation, protecting your institutional knowledge isn’t just a smart move— it’s a valuation strategy.

We’ll dive into the data behind what’s driving agency valuation today, why knowledge transfer is one of the most overlooked (yet powerful) pillars of long-term value, and how to protect it with smart processes and tools.

Two Minutes with Tim LIVE: Answer to THAT Question
Tim Dodge
AVP of Research & Information at Big I NY

Art of the Possible
Caitlin Evans
Senior Solutions Consultant at Applied Systems & Former Broker
Caitlin will give us a special behind-the-scenes look at a soon-to-be-released set of features that will help us see all of our agency tech in a new way.

Digital Shortcuts: AI Tools to Cross-Sell, Increase Efficiency & Retain Panel
Moderated by Casey Nelson
Director of Consulting Services at Catalyit & Former Agency Principal
Featuring Caitlin Evans
Senior Solutions Consultant at Applied Systems & Former Broker
Rob Bowen, Jr.
Agency Principal at Patriotic Insurance Group
Jessica Léon
CEO at Jolly Inbound & HubSpot Consultant
We need to work smarter, faster, and with fewer errors. Thankfully, it CAN be done, and with less pain than you think. Our panel of agents and solution providers unlocks tools and tactics you should consider today.

Your National Support
Charles Symington
President & CEO of Independent Insurance Agents and Brokers of America

Spotlight & Awards
We’ll be presenting the Commercial Lines Company Partner Award and Personal Lines Company Partner Award to top-performing carriers, based on the Big I New York Carrier Index Surveys for National, Super Regional, and Regional carriers. Alongside the Thom McDaniel Exemplar Award to a standout industry pro as a reflection of their dedication and unwavering support for the Independent Agency System.

Go Big 2026

Hooray!

May 4-5 | Turning Stone Resort Casino

Check back later for more info!

Check back later for more info!

Check back later for more info!

QUESTIONS?