Program Overview

1. Program Overview Bobby Reagan March 4-6, 2019 Class 4 Session 1

2. Mile Run World Record 4:01.3 1954 4:00 Roger Bannister May 6, 1954 3:59.4 World Record July 7, 1999 3:43.1

3. CIC Agency Leadership InstituteWhat is our objective? Your CURRENT Performance • Customer Experience: • Current Customers • Prospects • Employee Experience: • Recruiting and Hiring • Employee Development • Employee Health • Revenue Growth • Productivity • Profitability • Balance Sheet Health • Growth in SH Value • Ownership Perpetuation Objectives • Other Objectives: • Community • Personal/Organizational Convictions

4. OGP Scatter Plot - CIC 4 Source: Organic Growth & Profitability Study, Q4 2018

5. OGP Scatter Plot – All OGP Firms + CIC 5 Source: Organic Growth & Profitability Study, Q4 2018

6. CIC Agency Leadership InstituteWhat is our objective? Your CURRENT Performance Your DESIRED Performance • Customer Experience: • Current Customers • Prospects • Employee Experience: • Recruiting and Hiring • Employee Development • Employee Health • Revenue Growth • Productivity • Profitability • Balance Sheet Health • Growth in SH Value • Ownership Perpetuation Objectives • Other Objectives: • Community • Personal/Organizational Convictions • Customer Experience: • Current Customers • Prospects • Employee Experience: • Recruiting and Hiring • Employee Development • Employee Health • Revenue Growth • Productivity • Profitability • Balance Sheet Health • Growth in SH Value • Ownership Perpetuation Objectives • Other Objectives: • Community • Personal/Organizational Convictions But…

7. CIC Agency Leadership InstituteThis is Your Agency Customers: Who? Needs? Expectations? Employees: Recruiting, Development, Retention Strategy: Business Development Customer Service Products and Services Competitive Advantage Structure: Organization Chart Staffing Leadership Compensation Process: Work Flow Technology Training Communications Quality Culture: Values, Work Ethic, Standards, Fun Competition Environment Around Us: Economy, Government, Society

8. CIC Agency Leadership InstituteOur Objective Your CURRENT Performance Your DESIRED Performance Your RESULTS • Customer Experience: • Current Customers • Prospects • Employee Experience: • Recruiting and Hiring • Employee Development • Employee Health • Revenue Growth • Productivity • Profitability • Balance Sheet Health • Growth in SH Value • Ownership Perpetuation Objectives • Other Objectives: • Community • Personal/Organizational Convictions • Customer Experience: • Current Customers • Prospects • Employee Experience: • Recruiting and Hiring • Employee Development • Employee Health • Revenue Growth • Productivity • Profitability • Balance Sheet Health • Growth in SH Value • Ownership Perpetuation Objectives • Other Objectives: • Community • Personal/Organizational Convictions • Customer Experience: • Current Customers • Prospects • Employee Experience: • Recruiting and Hiring • Employee Development • Employee Health • Revenue Growth • Productivity • Profitability • Balance Sheet Health • Growth in SH Value • Ownership Perpetuation Objectives • Other Objectives: • Community • Personal/Organizational Convictions Results?

9. Improved Performance  Superior Performance Can it be accomplished? Start with firms that want to get better Develop ability to understand your performance Gain understanding of performance relative to others 9

10. CIC Leadership Institute – Data Provided • Organic Growth & Profitability Study • Standard (quarterly) • CIC LI Additional Perspectives • Best Practices • Agency Performance Analysis 10

11. Improved Performance  Superior Performance Can it be accomplished? Start with firms that want to get better Develop ability to understand your performance Gain understanding of performance relative to others Develop a higher level of understanding of issues, challenges, questions Inspire and challenge – provide a vision of what could be Identify issues to be addressed – prioritize these issues 11

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13. Improved Performance  Superior Performance Can it be accomplished? Start with firms that want to get better Develop ability to understand your performance Gain understanding of performance relative to others Develop a higher level of understanding of issues, challenges, questions Inspire and challenge – provide a vision of what could be Identify issues to be addressed – prioritize these issues Establish a game plan for accomplishing key issues Provide accountability and motivation 13

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15. Develop Your Leadership Skills & Abilities How? 15

16. Key Ways You Lead Your Organization People – Right People on Bus (right number, right seats) Culture / Values – Set it, Model it and Reinforce it Goals / Strategy – What to accomplish and How to Accomplish it Execution – the Ability to Accomplish it Team / Family – Common Focus, Values, Commitment Empower – Allow Others to Lead and Prosper 16

17. How to get the most out of the Leadership Institute: • Invest yourself fully • Take advantage of the opportunity to learn: • From outside speakers • From Scott, Elaine, Kevin and Bobby • From the CIC executives • From the 37 other firms participating • Be willing to share – to be open – to be vulnerable – to be consultants to each other • Dream – think big –think “out of the box” • Recognize that this is the start of a process 17