Executive Peer Membership


MarshBerry Connect


MarshBerry Connect is an executive peer exchange that enables members to out-perform, out-earn, and outlast their competition.

MarshBerry Connect membership is for brokers who believe in learning from the successes of leaders who have gone before them. The ability to test out a course of action through others’ experiences allows you to focus on what is most important: the strategies that have the greatest likelihood of success. Whether your goal is to double in size every five years or maximize profitability, you will meet Connect members who share the same objectives. Membership is by invitation only.

Organic Growth

The Top 25% of MarshBerry Connect members generated 14.2% Organic Growth versus 5.9% generated by non-Connect members between 2012 – 2022.*

organic growth chart


The Top 25% of MarshBerry Connect members generated 28.9% EBITDA as a % of Net Revenue versus 14.8% generated by non-Connect members between 2012 – 2022.*

MarshBerry Connect Organic Growth Chart


MarshBerry Connect Benchmark Performance


  • Customized reporting package that includes firms’ performance compared to peer-group and industry
  • Account access via online portal for advanced data and data analysis
  • Operational improvement assessments – survey tools to understand current state of employee engagement and sales culture
MarshBerry Connect Business Optimization Resources


  • Training and Educational webinars exclusively for members
  • Templates, tools and handbooks for process improvements
  • Discounts and access to MarshBerry thought leadership content and events
MarshBerry Connect Peer Exchange


  • Appointed to designated Executive Peer Group (SIG – Strategic Issues Group)
  • Dedicated MarshBerry Strategy Consultant
  • Quarterly performance calibration with SIG focused on organic growth action items
  • Attendance at MarshBerry Connect Summits including formalized peer exchange sessions, state of the industry presentations, keynote addresses, and strategic thought leadership discussions.


Membership comes with a multitude of benefits and opportunities to network including executive forums. At these Summits members come together in their Strategic Issues Groups (SIGs) to share solutions and strategies that go beyond the surface and provide real-time actionable ideas. The summits are facilitated throughout the year by MarshBerry industry experts and are hosted at various locations throughout the U.S.

Check out highlights from our most recent MarshBerry Connect Summit.

Related Articles

I love the networking that goes on at the Summits. It provides an opportunity for me to develop relationships that I’ve found to be very valuable.

Connect Summit Attendee, CFO

These are great networking events. We’ve thoroughly enjoyed all of them, and the structure allows for ample time and opportunity to meet many other attendees.

Connect Summit Attendee, CFO

Everyone is having similar issues: recruiting, finding acquisition opportunities, compensation … these sessions allow us to talk more in-depth about these.

Connect Summit Attendee, CFO

Contact the Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

Shelley Turk
Program Manager
Chris Rochford
Vice President
Michael Harmon
Vice President
Shelley Turk
Program Manager

Shelley joined MarshBerry in 2019 bringing over 10 years of event and program enhancement experience. Shelley’s role is to enhance MarshBerry’s executive peer exchange membership –
Connect. Her efforts include education on program benefits such as access to MarshBerry’s proprietary data benchmarking services, industry-leading data, and organic and inorganic growth services. Shelley’s passion to motivate others, inspire change, and impact the growth of organizations is integral to this role and is the common thread weaving through her career.

In 2008, Shelley entered the event space working for Automotive Events, a turn-key event solution firm. During her time there, Shelley led teams in the development of product launches, sales training, and marketing events for clients like Hyundai, Subaru, Jaguar Land Rover, BMW, MINI, and Toyota.

Shelley has held roles in marketing and social media capacities for restaurants, nightclubs, retailers, and nonprofits. From 2011-2017, Shelley was the owner and operator for Stitched & Wired, a jewelry line sold in boutiques across Northeast Ohio and was featured in publications like Cleveland Magazine and The Plain Dealer. Shelley also served as Operations Director for Cuyahoga Collective, a regional retail company based in Lakewood, OH.

When Shelley is not engaging with clients and customers, she enjoys spending time with family, traveling with friends, and creating new recipes to share with others.

Chris Rochford
Vice President

Chris Rochford is a solution-oriented thought leader who helps clients improve the value of their business by achieving double-digit growth. As Vice President, Growth Advisory, Chris is responsible for new client development, product innovation, and value enhancement of Growth Advisory solutions.

Michael Harmon
Vice President

As Vice President - Connect Growth, MarshBerry’s executive peer exchange, Michael looks to leverage his 20 plus year career in insurance sales to build long-term trusting relationships with agency and brokerage partners.