CEO - Excalibur Insurance Group
His willingness to invest will challenge you to be better.
As a leader and coach Jeff is fueled by 3 things - technology, people and big ideas. He also believes that the pinnacle of innovation for an entrepreneur is best measured by the number of times you’ve tried something new - and learned from the adventure when it didn’t go as planned.
What gives Jeff and his Excalibur team their edge? His peers believe it’s because he refuses to wait for someone else to make a difference. In 2016 Roy and Excalibur won Aviva Canada’s first Broker’s Hackathon. A contest designed to encourage groundbreaking ideas on how technology can enhance the industry.
And you may be surprised to learn that Excalibur insurance is not in the insurance business, they’re in the experience business. As evidenced by the way they’ve challenged the status-quo, once you start looking at your business that way - it totally changes your perspective.
Kevin's unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking.
He grew up in Muskegon, Michigan where his blue collar roots taught him the value of hard work and determination. His resume includes an eclectic mix of career stops that ultimately led him to the purchase of a franchise at the age of seventeen.
With a street-wise aptitude and a never quit attitude, he worked his way from the front lines in business to the executive boardroom. For nearly two decades Kevin was a sales and marketing executive that helped grow a little known family business into an industry giant with annual revenues reaching two billion dollars.
After a career in franchising that spanned 30 years, Kevin decided to retire from corporate America and pursue his passion for bringing "The HERO Effect" message to as many people and organizations as possible.
Kevin is on a mission to help people and organizations embrace the simple philosophy that separates world class organizations and high performance people from everybody else. He is passionate about helping people expand their vision, develop their potential and grow their results. And, as the father of an autistic child he knows firsthand how the principles of true success reach beyond the boardroom and into the lives of real people facing the challenges of everyday life.
Kevin entertains, inspires and challenges people to show up every day and make a positive difference at work and in life!
Andrew Mellen is an innovative and engaging speaker, trainer, author, and media personality. His programs focus on helping people break free from story and set themselves free from limiting beliefs that undermine their productivity, organization, and happiness.
His approach is fun, entertaining, interactive and direct. He has a knack for making complex concepts easily understood and relatable and a gift for making even the driest topics compelling. The media has dubbed Andrew, “The Most Organized Man in America,” and he has spoken internationally on simplifying, sustainability and spirituality everywhere from Tassajara and Omega Institute to BlogHer, Dad 2.0, Dwell on Design and Great British Business Show.
Andrew’s corporate clients include American Express, Bank of America, BBVA, City of New York, Consumer Product Safety Commission, Friedman, LP, Genentech, Goldman Sachs, Metropolitan Museum of Art, Nationwide Insurance, NetApp, NY Mets, Time, Inc. and the U.S. Departments of Education and Homeland Security. He is also the best-selling author of Unstuff Your Life! and contributes frequently to Real Simple, Fast Company, Family Circle and other national magazines.
As comfortable in front of a camera as he is in front of a group, Andrew has appeared everywhere from HGTV and CBS Sunday Morning to Oprah & Friends and NPR.
Before entering the learning and development field, Andrew was an actor, director, and producer nominated for a Helen Hayes Award and twice nominated for the Mayor’s Art Award in Washington, D.C. He has an extensive background in improvisational theater, including six months touring the U.S.
with Geese Theatre Company.
Andrew holds a degree in theater and psychology from Northern Michigan University.
Author, Speaker, Business Owner - Marcus Sheridan International, Inc.
Marcus Sheridan is a highly sought-after international keynote speaker known for his unique ability to excite, engage and motivate live audiences with his simple, yet powerful transformational business approach. Marcus has been dubbed a “Web Marketing Guru” by the New York Times and in 2017 Forbes named Marcus one of 20 “Speakers You Don’t Want to Miss.” Not one to be limited to the stage, Marcus is most often found walking through the crowd, calling audience members by name, and bringing them into his presentation.
As author of the content marketing guidebook, “They Ask, You Answer,” Marcus has not only inspired thousands to achieve their potential but has given them the tools they need to get there. Mashable rated his book the “#1 Marketing Book” to read in 2017. Forbes listed it as one of “11 Marketing Books Every CMO Should Read.” Marcus has been featured in the New York Times, Inc., The Globe and Mail, Content Marketing Institute, Social Media Examiner, and more. Marcus has spoken to companies such as Discover Card, Microsoft, eBay, McKesson, Cision, Whirlpool, Moe’s, Genpact, Love Funding Group and more. He has inspired thousands of audiences and helped millions of people from all over the world to achieve their own success with his “They Ask, You Answer” philosophy.
But Marcus’ story didn’t begin on the stage. It started with a business being created and run out of the back of a beat-up pickup truck. Marcus’s experience of saving his swimming pool company, River Pools and Spas, from the economic collapse of 2008 has been featured in multiple books, publications and university case studies around the world. From its humble beginnings as a three-man company, to one of the largest manufacturers and installers in the country, River Pool and Spas has the most visited pool website in the world, with over 750,000 hits a month.
Marcus’ experience as an entrepreneur and business owner, who had successfully saved his company, led him to opportunities to share his story and help others. What started as speaking from the stage quickly turned into a Sales and Marketing consulting agency, The Sales Lion. Using his marketing principles, Marcus and his team led clients step-by-step through the process of growing and even transforming their companies. In early 2018, The Sales Lion merged with IMPACT, establishing one of the most successful digital sales and marketing agencies in the country. Within his speaking company, Marcus Sheridan International, Inc., Marcus gives over 70 global keynotes annually where he inspires audiences in the areas of sales, marketing, leadership, and communication.
VP Operations - Excalibur Insurance Group
She faces every obstacle, with Everest-like expectations.
In fact, after more than 22 years in the insurance industry, don’t even think about throwing a challenge in Una’s path unless you’re looking for serious results. Some call it leadership - but those who know her best will simply tell you she’s always had a knack for creating repeatable success and attracting the right people.
The reality? Regardless of context, Una loves building a game plan that increase the odds of winning.
As chair of fundraising for Clinton Hospital Foundation she has ran 5 hospital galas. She’s proven that a well-designed system can attract and empower people to achieve the unexpected. The result? She and her team of volunteers raised an unprecedented $600,000 in a community with only a population of 3200. As Excalibur’s VP of Operations she’s came to the same conclusion years ago - talent doesn’t find you by chance. Una believes that first you need to know “what you stand against”, and then you need to engineer a system that makes it easier to attract and inspire like-minded people who live to make a difference.
As a coach, leader, colleague, wife, mom, volunteer and friend - when it comes to finding a better way to help, Una’s always been hardwired for success.
Technology Consultant - IIANC
With over 25 years of experience in the insurance and technology industries, George Robertson brings a knowledgeable perspective to educating insurance agents and their customers on current trends in technology. George serves on the Independent Insurance Agents and Brokers (IIABA) Agency Council for Technology, which keeps track of strategic trends that will drive future consumer expectations and business opportunities. His knowledge of cyber insurance, social media, search engine optimization, and agency automation brings an interesting perspective to helping evolve the insurance industry.