Talent Institute


MarshBerry Talent Institute

Recruit. Retain. Retire.

MarshBerry Talent Institute is an immersive workshop designed to equip leaders with strategies and tools needed to build a thriving workforce ecosystem that goes beyond recruitment and encompasses the entire employee lifecycle. MarshBerry’s trusted advisors help agency leaders plan, acquire, engage, and develop the talent needed to support their organization’s business strategy and accelerate business results.


  • 7 Comprehensive Workshops
  • Hands-on Learning
  • Peer to Peer Exchange
  • Print and Digital Recruiting Handbook
  • Talent Culture Assessment and Benchmark
  • 6 month follow-up call on Action Items 

MarshBerry is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.


Knowledge to:

  • Build A Compelling Employer Brand
  • Create A Seamless Hiring Process
  • Deliver Welcoming Candidate Experiences
  • Harness Technology to Increase Applicants

Ability to Create:

  • Equitable Workplaces by Design No Default
  • A Culture of High Performance
  • Modern Total Reward Programs
  • Employee Engagement and Motivation Strategies

Functional Ways to:

  • Creating a Roadmap for Leadership
  • Manage a Multigenerational Workforce
  • Future-Proof Your Workforce
  • Manage Organizational Transformation

Professional Development:

  • Attendees will earn four professional development credits towards their SHRM recertification upon the completion of Talent Institute

Talent Institute Agenda

Tuesday, November 19

  • Arrivals
  • 6:30 Pm: Welcome Reception (InterContinental Chicago, Magnificent Mile)

Wednesday, November 20

  • 8:00 AM: Breakfast (included)
  • 8:30 AM: Workshop Day 1 (InterContinental Chicago, Magnificent Mile)
  • 12:00 PM: Lunch (Included)
  • 1:00 PM: Workshop Day 1 Continued

Thursday, November 21

  • 8:00 AM: Breakfast (included)
  • 8:30 AM: Workshop Day 2
  • 12:00 Pm: Working Lunch (Included)
  • 1:00 PM: Depart

Workshop Descriptions

Strategies and best practices that can elevate your organization’s reputation as an employer of choice and attract top talent. Participants will discuss strategies for improvement, how an employer brand differs from an employee value proposition, and a case study of a successful brand transition.

Core Concepts:

  • Building blocks of a strong employer brand.
  • How a strong brand can drive the attraction and retention of employees.

Every company strives for a great company culture but do you truly understand its impact on the profitability of your business? Explore the fundamental elements of organizational culture, strategies for shaping culture intentionally, and effective methods for articulating and communicating cultural values to employees.

Core Concepts:

  • Exploration of three case studies identifying:
    • Visionary cultures
    • Value-driven cultures
    • Mission-centered cultures

Explore the critical components of fostering diversity, equity, inclusion and belonging (DEIB) within your organization by delving into the strategies, initiatives, and cultural shifts necessary to create an environment where every individual feels valued, respected, and empowered to thrive.

Core Concepts:

  • The evolving DEIB landscape.
  • How individuality takes the place of generalization.
  • Exploration of neurodiversity in the workplace.
  • Creating an adaptive workplace for more inclusivity.

94% of employee say they will stay with a company longer if it invests in their career development. Uncover the key principles and best practices for attracting, developing, and retaining top talent in today’s competitive landscape as well as creating a clear path to performance enablement, talent mobility, and career pathing.

Core Concepts:

  • Employee engagement strategies and retention enablers.

Identify how your firm can leverage data to streamline operations, drive innovation, and achieve strategic objectives while maintaining a focus on delivering impactful results for your talent acquisition strategy.

Core Concepts:

  • How data and analysis should be the basis for your talent acquisition strategy.
  • Data-driven approach to optimize recruitment, enhancement of the candidate experience, and adaptive workforce solutions to meet tomorrow’s challenges.
  • Future HR trends shaping the next five years.

The interview process is dead and is now fully about the candidate experience. Like all great experiences, it must be well crafted and well maintained. This session will focus on best practices for creating a seamless and memorable candidate journey that attracts top talent, enhances employer branding and drives organizational growth.

Core Concepts:

  • Building blocks of a great candidate experience.
  • How to present your agency to a candidate to craft a personalized experience.

Explore the critical elements of creating a frictionless onboarding experience for new hires while taking cues from successful companies.

Core Concepts:

  • Build objective and clear processes that condense the time to productivity and increase early retention.

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

Brooke Liu
Senior Vice President
Bryan Lake
Vice President
Brooke Liu
Senior Vice President

Brooke Liu's exceptional client service, leadership, and laser-like focus on results have contributed to her many successes since she joined MarshBerry in 2016. In her current role as Senior Vice President of the company’s expanded Growth Advisory division, Brooke’s collaborative guidance and industry expertise are essential for overseeing the company’s many growth assets.

Bryan Lake
Vice President

Bryan Lake leads MarshBerry's Talent Acquisition, Recruitment and Search Strategy for the firms Growth Advisory practice. Bryan brings extensive knowledge in planning & strategy, recruitment, employment branding, metrics & analytics, as well as talent segmentation and workforce management.