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NAMIC Annual Convention - Where The Industry Comes Together, A NAMIC Event | September 27-30, 2015 | San Diego, Calif.

Topics and Speakers


The sessions and activities on this agenda are open to NAMIC members, convention attendees, and invited guests. Convention credentials are required to be worn at all times. Members of the press should contact NAMIC Public Affairs for a schedule of sessions and other activities that are open to media coverage.

“I thought the speakers for the sessions this year were exceptional.”

- Robert Raymer
Director
Kansas Mutual Insurance Company

120th Annual Convention Speakers

Monday, Sept. 28, 2015 | 10:00 a.m. - 11:00 a.m.

General Session Keynoter: Erik Wahl

Erik Wahl

Erik Wahl is an internationally recognized graffiti artist and a #1 best-selling author and entrepreneur. Pulling from his experiences as both a businessman and an artist, he has grown to become one of the most sought-after corporate speakers available today. Erik’s on-stage painting seamlessly becomes a visual metaphor to the core of his message, encouraging organizations toward profitability through innovations and superior levels of performance. His #1 best-selling business book, UNTHINK, has been hailed as THE blueprint for leveraging creativity to achieve superior levels of performance. He consults regularly as a business strategist for the largest corporations in the world including Disney, Microsoft, and FedEx as well as guest lecturing at TED and the prestigious London School of Business.

Erik Wahl,
Artist and Consultant on the Creative Process

Tuesday, Sept. 29, 2015 | 9:00 a.m. - 10:00 a.m.

General Session Keynoter: Daniel Pink

Daniel Pink

Daniel H. Pink is the author of several provocative, bestselling books about the changing world of work – including the long running New York Times bestseller, A Whole New Mind: Why Right Brainers will Rule the Future, the #1 New York Times bestseller, Drive: The Surprising Truth About What Motivates Us, and his latest book, To Sell is Human: The Surprising Truth About Moving Others. In To Sell Is Human, Dan lays out the science for his counterintuitive insights, offering various studies and tools to make organizations more effective. His TED talk on the science of motivation is one of the most 20 most watched TED talks of all time. He also advises startups and Fortune 100 companies on talent, engagement and innovation

Daniel Pink,
Best-selling author

Wednesday, Sept. 30, 2015 | 10:30 a.m. - 11:30a.m.

General Session Keynoter: Stuart Rothenburg

Stuart Rothenburg

For years, Stuart Rothenberg has embodied the rare ability to report on all the political happenings in the nation with unbiased clarity and non-partisan precision. His publication, The Rothenberg Political Report, is a biweekly newsletter that provides honest reporting and clear-eyed analysis of American elections – and the potential ramifications of those elections. Stuart Rothenberg captivates audiences with insightful, often humorous discussions about election results, the issues facing decision makers on Capitol Hill and the nature of politics itself.

Stuart Rothenberg
Political Analyst

Monday, September 28, 2015


Loss Control | 2:00 - 3:00 p.m.
This session is required for those registered for PFMM Courses at Convention
Bring a customer-focused, safety-driven, hands-on methodology to the current agricultural landscape. During this session, attendees will learn about how loss control serves as the eyes and ears of underwriting while helping to identifying hazards in the field for agents and insureds. Attendees will spend time examining tolerance, risk, guidelines, and how they apply in both similar and different ways for agents, loss control and underwriting. Chris Buechle, loss control senior safety specialist for American Family Mutual Insurance Company, will also discuss the open collaboration and relationship that needs to exist for the benefit of all and their company.

Learning Objectives:

  • Distinguish hazards;

  • Understand the development of a loss control program;

  • Review basic inspection procedures and guidelines;

  • Review plans for handling catastrophic events; and

  • Learn how loss control can save money for the insured/customer.

Chris J. Buechle, AFIS
Loss Control Senior Safety Specialist
American Family Insurance
Lincoln, Neb.

PCC Advocacy Topic | 2:00 - 3:00 p.m.

FMC Advocacy Topic – Insurance Regulatory Environment | 2:00 - 3:00 p.m.
This session will qualify for one hour of FMDC credit in the Operations & Insurance module.
This session qualifies for 1.0 CPE credit in Regulatory Ethics.

Do’s and Don’ts of Social Media Marketing | 3:30 - 4:30 p.m.
This session qualifies for 1.0 CPE credit in Marketing.
Gain more respect for social media during this informative session. Attendees will learn which applications are most useful, how to create a manageable social media strategy, and how to use social media as a valuable tool for your business. Additionally, Jason Lavin, CEO of Golden Communications, Inc., will use relevant examples which will provide attendees with take away ideas and strategies that they can implement.

Learning Objectives:

  • Learn how to responsibly and respectfully set up a social media marketing strategy for your company;

  • Understand how to represent yourself and your company in the best possible light to support your sales and marketing plan; and

  • Identify three simple ideas, each, for your blog, Facebook, and LinkedIn.

Jason Lavin
CEO
Golden Communications, Inc.
Newport Beach, Calif.

Attracting, Engaging & Retaining the Workforce of Tomorrow | 3:30 - 4:30 p.m.
This session qualifies for 1.0 CPE credit in Personnel/HR.
This program has been submitted to the HR Certification Institute for review.

With today’s changing marketplace, do you feel confident in your organization’s ability to attract, engage and retain the top-tier talent necessary for future growth? Discover how to take control of your company’s future by realizing key business trends and implementing essential recruitment strategies, from small business needs to larger organizational nuances. Discover real-world strategies that foster a great place to work, understanding what aspects of the workplace environment employees seek in terms of social, cultural and physical attributes. Learn strategies for success today to execute your workplace of tomorrow.

Learning Objectives:

  • Discover the most essential and business-savvy trends in recruiting for professional roles;

  • Attract and retain top talent by capitalizing on your competitive advantage; and

  • Learn what attributes create a great workplace, including being attentive to the entire environment—social, cultural and physical.

Tracy Butz
Trainer/Owner
Think Impact Solutions
Appleton, Wis.

Wild Weather Trends: Climate Change and Extreme Events in the Past, Present, and Future | 3:30 - 4:30 p.m.
Claims of the weather becoming more extreme are rampant, but is it really? Jason Samenow, weather editor for the Washington Post, will discuss trends in recently observed extreme events including polar vortex cold snaps, hurricanes, tornadoes, hailstorms, derechos, droughts, and heat waves. How have the frequency and intensity of these events changed in recent years relative to the historic record? What is driving the changes we’re seeing? And critically, how might they evolve in the coming decades as the planet likely warms (thanks to accumulating greenhouse gases in the atmosphere)? These questions will be answered with compelling statistics and visuals, supported by the legitimate range of scientific viewpoints.

Jason Samenow
Weather Editor
Washingto Post
Washington, D.C.

Hot Topic in Insurance: What Drives People to Switch Carriers | 3:30 - 4:30 p.m.

Eric Brat
Senior Partner and Managing Director
The Boston Consulting Group
Montreal, Quebec

Matt Stover
Director
The Boston Consulting Group

The New Demographics & What They Mean for Your Business, Today & Tomorrow | 3:30 - 4:30 p.m.
The demographic, lifestyle and social shifts that are occurring in the U.S. are startling and profound. Customer expectations of what businesses “should” be are also changing.

It’s imperative that you understand the new demographics and shifts, the way that people live today and what’s important to them. Your business and growth depend on it. This presentation will focus on the new demographics and how these affect your business today and tomorrow.

Attendees will learn:

  • The five biggest consumer trends and what they mean for your business right now – and what you can do to harness potential business in the future; and

  • Specific implications for all aspects of business (sales, marketing, recruiting & retention, human resources and customer service). Do’s and don’ts will be covered.

Kelly McDonald
Marketing and Advertising Expert
Kelly Marketing
Denver, Colo.

More Bang for Your Buck: Maximizing Cyber Security with a Minimal Budget | 3:30 - 4:30 p.m.
This session qualifies for one FMDC credit in the Operations & Insurance Module, under the course name: Emerging Risks.
President Obama just approved a $14B cyber security budget. Does your company’s happen to be a little smaller?

When budgets are tight, it may appear difficult to properly secure and update your cyber security program. Keeping critical information and infrastructure secure need not be burdensome, costly, or disruptive. This session will help break through the misconceptions leaving attendees feeling empowered about cyber security.

Learning Objectives:

  • Understand the top challenges an organization faces when it comes to cyber security;

  • Learn how to prioritize cyber security initiatives to avoid purchasing expensive, but only partially effective tools; and

  • Learn low-cost, high impact strategies that can be immediately adopted.

Deena Coffman
Chief Executive Officer
IDT911 Consulting
New York City, N.Y.

Loss Control (continued) | 3:30 - 4:30 p.m
This session is required for those registered for PFMM Courses at Convention

 

Tuesday, September 29, 2015

(Almost) Everything You Wanted to Know About Data Warehousing but Were Afraid to Ask IT | 10:30 - 11:30 a.m.
This session qualifies for 1.0 CPE credit in Computer Science.
Data warehousing is the provision of data in a structured format for reporting and data analysis. It includes a central repository of integrated data from one or more disparate sources, which stores current and historical data. In this session attendees will delve into what a data warehouse is, how companies can develop and implement one, and what options they have (i.e., software applications, utilizing the Cloud, consulting companies, internal development of a system, etc.).

Learning Objectives:

  • Identify common terms and definitions related to data warehousing;

  • Learn about the insurance analytics disciplines and how each impact business; and

  • Discover the importance of data governance and data quality.

Peter Balisteri
Vice President and Chief Information Officer
Merchants Mutual Insurance Company
Buffalo, N.Y.

Advertising Segmentation Panel Discussion | 10:30 - 11:30 a.m.
This session qualifies for 1.0 CPE credit in Marketing.

Jim Schwalen
Vice President, Personal Lines
West Bend Mutual Insurance Company
West Bend, Wis.

Kate Stull
Marketing/Communications Specialist
Columbia Insurance Group
Columbia, Mo.

Fraud/Loss Prevention Techniques | 10:30 - 11:30 a.m.

Craig Andrews, CPCU, ARM, ARe
Business Insurance Product Development Officer
State Auto Insurance Companies
Columbus, Ohio

Stephen Hunckler, CPCU, AIC
SVP/Chief Claims Officer
State Auto Insurance Companies
Columbus, Ohio

Managing a Virtual Workforce | 10:30 - 11:30 a.m.

Changes in the Agent Distribution | 10:30 - 11:30 a.m.
This session will qualify for one hour of FMDC credit in the Operations & Insurance module.

Reinsurance | 10:30 - 11:30 a.m.
This session will qualify for one hour of FMDC credit in the Operations & Insurance module.
This session will focus on understanding reinsurance as a risk and financial management tool and its impact on a company’s financial statements.

Learning Objectives:

  • Learn about the functions of reinsurance;

  • Learn to differentiate between the different types of reinsurance; and

  • Learn about the different types of reinsurers and methods of distributing the product.

Gary Myers
Principal
Lost Woods Re, LLC
Centralia, Mo.

Claims | 10:30 a.m. - 12:30 p.m.
This session is required for those registered for PFMM Courses at Convention.
The claims department provides an important ‘touch point’ with policyholders and prospective customers. This session will demonstrate how to create a claims team that will enhance the reputation of the company while at the same time improve outcomes. Attendees will learn how to develop processes and procedures that will make the claims process more efficient, economical, and effective in furthering the goals of the company.

Learning Objectives:

  • Understand the proper handling of bad faith and fraudulent claims;

  • Understand how to reclaim your dollars after the loss (salvage, subrogation, and restitution);

  • Understand the importance of conducting claims file audits and establishing a timeline for reviews;

  • Learn the basic investigation/practices/steps to go through for a claim;

  • Develop a claims procedure; and

  • Discuss auditors and what they’re looking for in reserves on claims after an adjuster inspects a property.

Elise Farnham
President
Illumine Consulting
Grantville, Ga.

Data Analytics | 1:00 - 2:00 p.m.

How to Develop a Successful Internship Program | 1:00 - 2:00 p.m.

Steve Smith, CIP, CRM
President & CEO
Farm Mutual Reinsurance Plan, Inc.
Cambridge, Ontario

Big Picture Loss Control Issues | 1:00 - 2:00 p.m.
In the past, loss control was seen in a negative light by underwriters, agents and policyholders, as loss control specialists typically focused on the physical characteristics of the property. Today, loss control is often viewed as a value-added service that is crucial to the success of the insurance carrier, the agency and the policyholder’s operations. During this session, Larry Gallagher, director of corporate loss control with Grinnell Mutual Reinsurance Plan, will share where loss control was 30 years ago, where it is today, and then review the services and contributions currently provided by loss control staff.

Larry Gallagher
Director of Corporate Loss Control
Grinnell Mutual Reinsurance Company
Grinnell, Iowa

Tech Statistics that Drive Consumer Behavior | 1:00 - 2:00 p.m.
This session qualifies for 1.0 CPE credit in Statistics.
Technology is changing at a rapid pace. Growth in cloud computing, mobile devices, social media adoption, and the Internet of Things has rapidly shaped fundamental consumer behavior. This session offers a brief survey of current and emerging trends in technology and explores how those trends affect the insurance industry. We will investigate strategies to improve the visibility, availability, and efficiency of insurance carriers using new technology. The audience will be challenged to question conventional wisdom and collectively discuss how developing trends might impact their business over the next decade.

Phil Reynolds
CEO & Founder
Brite Core
Springfield, Mo.

Small Company Conflict of Interest| 1:00 - 2:00 p.m.
This session qualifies for 1.0 CPE credit in Regulatory Ethics.
During this session, Abby De Zeeuw and Matt Heemstra, from Cain Ellsworth & Company, LLP, will lead an interactive discussion exploring the more common conflicts of interest that occur in a farm mutual environment. After learning about the most significant challenges, attendees will discuss the issues, and identify constructive actions that can be used to address the conflict.

Learning Objectives:

  • Identify the common and significant conflicts of interest; and

  • Identify actions that need to be taken to address the conflict.

Abby De Zeeuw, CPA
Senior Manager
Cain Ellsworth & Company, LLP
Rock Valley, Iowa

Matt Heemstra, CPA, AMSF+
Director, Growth & Profit Solutions
Cain Ellsworth & Company
Sheldon, Iowa

Performance Metrics | 1:00 - 2:00 p.m.
This session will qualify for one hour of FMDC credit in the Finance & Accounting module.
This session will provide an overview of key operating metrics that companies should consider when evaluating the operating performance of the organization. In addition, this presentation will discuss how differences in product lines, distribution channel and size can impact key performance metrics used in managing and insurance company.

Learning Objectives:

  • Identify key metrics used to measure the efficiency of the company;

  • Understand the impact of the business model on operating metrics; and

  • Learn what attributes create a great workplace, including being attentive to the entire environment—social, cultural and physical.

Jeff Rieder, CPA, CPCU
Partner, Head of Ward Group
Ward Group
Cincinnati, Ohio

Legal & Ethical Issues | 1:00 - 2:00 p.m.
This session is required for those registered for PFMM Courses at Convention.
This session qualifies for 1.0 CPE credit in Regulatory Ethics.

This session will engage the audience into thinking and examining their reactions when faced with ethical decisions and situations requiring choices. Ethical behavior is fundamentally important to preserving not only the trust on which the insurance industry is based, but also to the public’s trust in the industry. Adjusters, claims managers, underwriters, agents, and others in the industry must face situations every day when they are relied upon to make decisions and act in an ethical manner. A better understanding of what ethics is and the role that it plays in our decision making and professional life leads to better ethical decisions, impacting the company’s success in many different areas.

Learning Objectives:

  • Develop an understanding of the effect that strong ethics has on our everyday professional life;

  • Understand the barriers that inhibit making ethical decisions and how to overcome those barriers to come to a better resolution;

  • Learn how managers who lead with a strong moral intelligence and integrity are proven to be more successful and profitable;

  • Develop an understanding of why it is important to implement ethical standards in policies in your work environment and company;

  • Become knowledgeable about the three approaches to decision making;

  • Understand the direct effect of ethical behavior and management with respect to fraud both within the company and on an individual level; and

  • Learn the magnitude of widespread fraud in the industry and how understanding and maintaining ethical standards impacts the legal environment.

Mary Anne Medina
Vice President
Vale Training Solutions
Orlando, Fla.

Technology | 3:00 - 5:00 p.m.
This session is required for those registered for PFMM Courses at Convention
Continual advances in technology offer the mutual insurance industry opportunities like never before, but it can be overwhelming to keep up with. There is a lot of information out there. As a manager of a mutual, you have to know just enough to make solid decisions for your company, without getting lost in the details.

In this session, attendees will learn about technology for the mutual at a high level. Wes St. Clair, senior manager development for IMT Computer Services, will review what areas of your business benefit from technology and discuss some emerging technologies that will be impactful in the future.

Wes St. Clair, CPCU, AINS, API, AIT
Senior Manager Development
IMT Computer Services
West Des Moines, Iowa

Wednesday, September 30, 2015


Underwriting Property & Liability | 12:30 - 5:00 p.m.
This session is required for those registered for PFMM Courses at Convention
Effective underwriters know that they must effectively identify risk exposures and create coverage packages for their insureds that make sense. Development of underwriting best practices is an important step to improving outcomes and profitability. During this interactive program, attendees will explore processes and procedures to more effectively underwrite selected risks; determine resources available to underwriters, and discuss methods for overcoming obstacles. Attendees will learn how supply and demand economics impacts underwriting decisions and how to leverage market forces to be successful.

Learning Objectives:

  • Understand the importance of developing underwriting guidelines;

  • Understand the significance of a complete and accurate application to the underwriting process;

  • Understand the risks associated with not completing an onsite review;

  • Know the types of questions to ask to properly underwrite the risk;

  • Understand the potential risks and exposures with underwriting property and liability;

  • Understand the philosophy of evaluating rate adequacy;

  • Understand the reasons for cancellations and non-renewals;

  • Review the process and importance of underwriting renewals;

  • Understand the importance for file content audits ; and

  • Learn how to conduct new procedure and guideline reviews.

Elise Farnham
President
Illumine Consulting
Grantville, Ga.

CPE Information


Prerequisites:
There are no prerequisites for this convention.

Advance Preparation:
There is no advance preparation required for this convention.

Delivery Method:
This convention will be conducted in a Group-Live Setting.

NAMIC’s 120th Annual Convention has been certified for a total of 8.0 CPE credits in the fields of Computer Science, Marketing, Personnel/HR, Regulatory Ethics and Statistics.

Program Level:
This program level is an overview.

NAMIC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.For more information regarding administrative policies such as refunds, cancellations and complaints, please contact NAMIC at 800-336-2642.

Posted: Wednesday, March 12, 2008 12:00:00 AM. Modified: Wednesday, May 27, 2015 9:14:32 AM.

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