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NAMIC Directors Education Series: Boot Camp & Advanced Coourses| May 4-6, 2015 | Kansas City at the Plaza | Kansas City, Mo.

Event Contact

Larry Baile

Larry Baile
AVP - Convention & Association Services
317.876.4218

Kristen Spriggs

Kristen Spriggs
Vice President - Member Development
317.876.4234

General Information


Directors’ Boot Camp and Advanced Courses are designed to provide peers with an opportunity to exchange ideas through group exercises, facilitated group discussions, and networking opportunities.

Our faculty members for Directors’ Boot Camp and Advanced Courses are experts in their specific subject areas and dedicated to the success of this program and the educational experience NAMIC strives to achieve. Faculty members teach the subject matter from a directors’ perspective rather than that of management or the chief executive officer.

“You have an outstanding group of presenters and the topics were all relevant to new and experienced board members.”

- Debbie Ladehoff
AVP of HR/Director/Assistant Secretary
Farmers Mutual Hail Insurance Company

Two options to choose from


The Directors' Boot Camp and Advanced Courses are often offered at the same time and same location, but are two separate seminars. Due to the group exercises and discussions, your participation is limited to either the Boot Camp or Advanced Courses.

Directors' Boot Camp
Directors’ Boot Camp is a two-day interactive seminar specifically focused on boards of directors. The curriculum is designed to be consistent each time the Boot Camp is offered so that future directors will receive the same information as today’s directors. The subject matter and scope of the topics are designed to benefit directors of multi-line companies or complex mono-line companies.

Each of the sessions presented at Directors’ Boot Camp is structured to enhance knowledge, encourage discussion among peers through group exercises, and provide networking opportunities. Topics include:

  • Mutual Governance Overview
  • Role of the Board vs. Role of Management
  • Succession Planning
  • Reinsurance 101
  • Basics of Financial Statements
  • Investment Perspectives
  • Legislative and Regulatory Landscape
  • Enterprise Risk Management

Advanced Courses
Already have a good understanding of corporate governance? Then NAMIC’s Advanced Courses are for you. The Advanced Courses delve deeper into some of the subjects presented at the Directors’ Boot Camp, but also address more complicated and demanding issues and board practices including topics such as:

  • Enterprise Risk Management
  • Board Dynamics
  • CEO Succession & Transition Planning
  • Board Evaluation
  • Investment Issues & Strategies
  • Governance Best Practices
  • Executive Compensation Trends

Target Audience


We specifically develop our educational programming with our members in mind. NAMIC is comprised of a diverse membership and there are a variety of events to meet your needs. These courses are designed for board members from property/casualty insurance companies. Attendees do not need to have completed the Directors’ Boot Camp to attend the Advance Courses, but it is very important that board members have a good understanding of governance prior to attending the Advanced Courses.

Workshop Registration Fees


Registrations recieved on or before Thursday, March 5, 2015 are applicable to receive the early bird discount.

 

On or before March 5

March 6 and later

Seminar Fees

Member

$1195

$1295

Non-member

$1395

$1495

Optional Financial Workshop

Member

$295

$295

Non-member

$395

$395

Optional Dinner: TBD

$79

$79

First Time Attendees


We want to know if this is your first time to participate in the NAMIC Directors' Education Series so we can get to know you and provide you with some valuable networking opportunities. Don't be shy, please indicate on your registration form if you are a first time attendee. We are excited to meet you!

Optional Financial Workshop


If you feel you need a warm-up course on financial literacy, plan to attend this workshop. A financial literacy quiz is available online to evaluate your proficiency on this subject and help you evaluate the necessity of this workshop in advance of the regular course work.

Optional Networking Dinner


Looking for a chance to network with other attendees, or just relax and see the downtown? If so, plan to join us for dinner and drinks on Tuesday evening. The cost of this activity includes the meal, gratuity, and one drink. More information will be coming out soon. Be sure to add this to your registration today.

Registration Confirmation


You will receive a detailed e-mail confirmation upon successful completion of the registration process for this event; please make sure to enter a valid e-mail address on the registration form. If you have any questions regarding your registration, please e-mail registrar@namic.org or call (800) 336-2642.

Registration Cancellations


All registration cancellations and transfers MUST be made in writing. Cancellations received on or before Friday, April 3, 2015 are 100 percent refundable. After Friday, April 3, 2015, a $25 processing fee will be deducted. Any refund due will be issued within 15 business days after receipt of the cancellation notice. No refunds are available after Friday, April 10, 2015, so please plan accordingly. Please note: Optional Dinners/Activities follow the NAMIC Cancellation Policy. You may substitute a participant at no additional charge. Cancelling a seminar registration with NAMIC does not cancel a hotel reservation. Please forward all cancellation requests to registrar@namic.org or fax to (317) 876-6213.

Accommodations


In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any requests for accommodation to that disability. Please submit your request as far in advance of the program as possible.

What to Wear


The suggested attire for this meeting is business casual.

Questions?


If you have any questions regarding your registration, e-mail registrar@namic.org or call (800) 336-2642 ext. 1061. If you have any questions regarding the conference, e-mail lbaile@namic.org or call (800) 336-2642 ext. 1018.

Tentative Boot Camp Agenda


The Directors' Boot Camp and Advanced Courses are offered at the same time and same location but registration is segmented, so be sure to register for either the Boot Camp or Advanced courses. Due to the group exercises and discussions, your participation is limited to either Boot Camp or Advanced Courses.

Note: Participants register in advance for either the Boot Camp or Advanced Courses program, and are asked to only attend those respective sessions during the two days of meetings.

“The faculty is excellent.”

- Michael Penney
Vice President
Partner Re

Subject to change without notice

Monday, May 4

2:00 – 6:00 p.m.

Registration

3:00 - 5:30 p.m.

Optional Financial Workshop

Antonio M. Caxide, CFA
Chief Investment Officer
Hamilton Capital Management
Columbus, Ohio

*Additional fee required for optional workshop.

6:00 – 7:00 p.m.

Welcome Reception

Tuesday, May 5

7:00 – 7:50 a.m.

Breakfast

7:50 – 8:00 a.m.

Welcome and Introductions

8:00 – 8:20 a.m.

Overview & Setting Expectations

8:20 – 9:35 a.m.

Overview of Why Governance is Importantant

Gregg Dykstra
COO/General Counsel
NAMIC
Indianapolis, Ind

9:35 – 9:50 a.m.

Break

9:50 – 10:35 a.m.

Using Financial Statements in Effective Board Guidance (Part 1)

Antonio M. Caxide, CFA
Chief Investment Officer
Hamilton Capital Management
Columbus, Ohio

10:35 – 10:55 a.m.

Break

10:55 a.m. – 12:30 p.m.

Using Financial Statements in Effective Board Guidance (Part 2)

Antonio M. Caxide, CFA
Chief Investment Officer
Hamilton Capital Management
Columbus, Ohio

12:30 – 1:30 p.m.

Lunch - Advanced Courses & Boot Camp Attendees together

1:30 - 2:30 p.m.

The Legislative & Regulatory Landscape

Neil Alldredge
Senior Vice President – State & Policy Affairs
NAMIC
Indianapolis, Ind.

2:30 – 2:45 p.m.

Break

2:45 - 3:45 p.m.

Succession Planning & Group Exercise (Part 1)

Paula Cope
President
Cope & Associates
Shelburne, Vt.

3:45 – 4:00 p.m.

Break

4:00 - 5:30 p.m.

Succession Planning/Exercise (Part 2)

Paula Cope
President
Cope & Associates
Shelburne, Vt.

5:30 p.m.

Advanced Courses & Boot Camp: Adjourn for the Day

6:00 p.m.

Optional Activity

Wednesday, May 6

7:00 – 8:00 a.m.

Breakfast

8:00 - 9:30 a.m.

Corporate Governance for Mutuals & Role of the Board (Part 1)

John Beavers
Partner
Bricker & Eckler, LLP
Columbus, Ohio

9:30 - 9:45 a.m.

Break

9:45 - 10:30 a.m.

Corporate Governance for Mutuals & Role of the Board/Case Study Review (Part 2)

John Beavers
Partner
Bricker & Eckler, LLP
Columbus, Ohio

10:30 - 10:45 a.m.

Break

10:45 a.m. - 12:00 p.m.

Enterprise Risk Management Overview

Judy Jackson
Director and Immediate Past President/CEO
NLC Insurance Companies
Norwich, Conn.

12:00 – 1:30 p.m.

Working Lunch & Roundtable Discussions
We’ve allowed time in the agenda for you to take a break, gather some lunch from the buffet, and assemble for small group discussions. Attendees can rotate to a new topic at 12:45 p.m.

1:30 - 2:45 p.m.

Investment Perspectives for Directors

Antonio M. Caxide, CFA
Chief Investment Officer
Hamilton Capital Management
Columbus, Ohio

2:45 – 3:00 p.m.

Break

3:00 - 4:00 p.m.

Reinsurance 101

Gary Myers
President/CEO
Cameron Mutual Insurance Company
Cameron, Mo.

4:00 - 4:15 p.m.

Learning Objectives Review and Wrap-up

4:15 p.m.

Workshop Concludes

Our Faculty


Click the faculty members name to view their biography.

Neil Alldredge
Senior Vice President – State & Policy Affairs
NAMIC
Indianapolis, Ind.

John Beavers
Partner
Bricker & Eckler, LLP
Columbus, Ohio

Antonio M. Caxide, CFA
Chief Investment Officer
Hamilton Capital Management
Columbus, Ohio

Paula Cope
President
Cope & Associates
Shelburne, Vt.

Gregg Dykstra
COO/General Counsel
NAMIC
Indianapolis, Ind.

Judy Jackson
Director
NLC Insurance Companies
Norwich, Conn.

Gary Myers
President/CEO
Cameron Mutual Insurance Company
Cameron, Mo.

Tentative Advanced Courses Agenda


The Directors' Boot Camp and Advanced Courses are offered at the same time and same location but registration is segmented, so be sure to register for either the Boot Camp or Advanced courses. Due to the group exercises and discussions, your participation is limited to either Boot Camp or Advanced Courses.

Note: Participants register in advance for either the Boot Camp or Advanced Courses program, and are asked to only attend those respective sessions during the two days of meetings.

“The faculty is excellent.”

- Michael Penney
Vice President
Partner Re

Subject to change without notice

Monday, May 4

2:00 – 6:00 p.m.

Registration

3:00 - 5:30 p.m.

Optional Financial Workshop

Antonio M. Caxide, CFA
Chief Investment Officer
Hamilton Capital Management
Columbus, Ohio

*Additional fee required for optional workshop.

6:00 – 7:00 p.m.

Welcome Reception

Tuesday, May 5

7:00 – 7:50 a.m.

Breakfast

7:50 – 8:00 a.m.

Welcome and Introductions

8:00 – 8:20 a.m.

Overview & Setting Expectations

8:20 – 9:35 a.m.

Enterprise Risk Management for Mutual Insurance Companies (Part 1)

Judy Jackson
Director
NLC Insurance Companies
Norwich, Conn.

9:35 – 9:50 a.m.

Break

9:50 – 10:35 a.m.

Enterprise Risk Management for Mutual Insurance Companies (Part 2)

Judy Jackson
Director
NLC Insurance Companies
Norwich, Conn.

10:35 – 10:55 a.m.

Break

10:55 a.m. – 12:30 p.m.

Board Evaluation

Kevin Kinross
Partner
Bricker & Eckler, LLP
Columbus, Ohio

12:30 – 1:30 p.m.

Lunch - Advanced Courses & Boot Camp Attendees together

1:30 - 2:30 p.m.

Investment Issues & Strategies in Today’s Market (Part 1)

Antonio M. Caxide, CFA
Chief Investment Officer
Hamilton Capital Management
Columbus, Ohio

2:30 – 2:45 p.m.

Break

2:45 - 3:45 p.m.

Investment Issues & Strategies in Today’s Market (Part 2)

Antonio M. Caxide, CFA
Chief Investment Officer
Hamilton Capital Management
Columbus, Ohio

3:45 – 4:00 p.m.

Break

4:00 - 5:35 p.m.

Governance Best Practices

John Beavers
Partner
Bricker & Eckler, LLP
Columbus, Ohio

5:30 p.m.

Advanced Courses & Boot Camp: Adjourn for the Day

6:00 p.m.

Optional Dinner

Wednesday, May 6

7:00 – 8:00 a.m.

Breakfast

8:00 - 9:30 a.m.

Board Dynamics: Difficult Conversations in the Board Room

Mary Lynn McPherson
Senior Consultant
STRIVE!
Guelph, Ontario, Canada

9:30 - 9:45 a.m.

Break

9:45 - 10:30 a.m.

CEO Succession and Transition: What Keeps You Up At Night? (Part 1)

Paula Cope
President
Cope & Associates
Shelburne, Vt.

10:30 - 10:45 a.m.

Break

10:45 a.m. - 12:00 p.m.

CEO Succession and Transition: What Keeps You Up At Night? (Part 2)

Paula Cope
President
Cope & Associates
Shelburne, Vt.

12:00 – 1:30 p.m.

Working Lunch & Roundtable Discussions
We’ve allowed time in the agenda for you to take a break, gather some lunch from the buffet, and assemble for small group discussions. Attendees can rotate to a new topic at 12:45 pm.

1:30 - 2:45 p.m.

Executive Compensation (Part 1)

Jeff Rieder
Partner
Ward Group
Cincinnati, Ohio

2:45 – 3:00 p.m.

Break

3:00 - 4:00 p.m.

Executive Compensation (Part 2)

Jeff Rieder
Partner
Ward Group
Cincinnati, Ohio

4:00 - 4:15 p.m.

Learning Objectives Review and Wrap-up

4:15 p.m.

Workshop Concludes

Our Faculty


Click the faculty members name to view their biography.

John Beavers
Partner
Bricker & Eckler, LLP
Columbus, Ohio

Antonio M. Caxide, CFA
Chief Investment Officer
Hamilton Capital Management
Columbus, Ohio

Paula Cope
President
Cope & Associates
Shelburne, Vt.

Judy Jackson
Director
NLC Insurance Companies
Norwich, Conn.

Kevin Kinross
Attorney
Bricker & Eckler, LLP
Columbus, Ohio

Mary Lynn McPherson
Senior Consultant
Strive!
Guelph, Ont.

Jeff Rieder
Partner
Ward Group
Cincinnati, Ohio

Where to Stay


Kansas City at the Plaza

Intercontinental Hotel - Kansas City at the Plaza
401 Ward Parkway
Kansas City, MO 64112
Ph: (816) 756-1500

Overview of the Hotel
This luxury hotel is a modern landmark in Kansas City, the City of Fountains. Just steps from the hotel, the Diana and Cherubs fountain greets you at historic Country Club Plaza, where Seville-inspired architecture houses exclusive boutique shopping over 15 blocks. This luxury hotel in Kansas is well appointed, offering beautifully designed suites, an outdoor pool and elegant Oak Room Bar where guests can enjoy stunning views of the Plaza and live music five nights a week.

Event Hotel Rate And Cut Off Date


Rate: $189.00 plus taxes per night for Standard Rooms, single/double occupancy.

NAMIC has contracted a room block for attendees at the Kansas City at the Plaza. A set number of rooms are available at the group rate until 5:00 p.m. Eastern Time on Monday, April 13, 2015 or until the group block is sold out, whichever comes first. While NAMIC studies past attendance trends and the needs of our members, we cannot guarantee rooms will be available. Please plan ahead and secure your reservation as soon as possible to receive the group rate.

Hotel Reservations


Directors Education Series attendees are responsible for making their own travel and hotel arrangements. Refer to the NAMIC group rate when making your reservation at the hotel.

To reserve your room by phone, contact the Global reservations Center at 1-866-856-9717 and identify yourself as being with the NAMIC Directors' Education Series. Or you can visit the hotel website at www.kansascityic.com and use the Group Code NAM for the workshop to make the reservations at the group rate.

Please contact Julie Motyka if you encounter any problems with making hotel reservations.






Travel Information


Located in the heart of Kansas City adjacent to the Country Club Plaza and minutes from Downtown, Kansas City Power and Light District, and the Sprint Center, the Kansas City at the Plaza is convenient for all travelers.

For customized driving directions, please click here or your preferred mapping website.

Airport Information:

The Kansas City at the Plaza is located approximately 23 miles, or 35 minutes, from The Kansas City International Airport – (MCI).

Airlines serving Kansas City International Airport (MCI):

  • Air Canada
  • Air Tran
  • American
  • Delta Air Lines
  • Frontier Airlines
  • Southwest
  • Spirit Airlines
  • United Airlines
  • US Airways

Ground Transportation Options:

  • The estimated cost for a taxi between the airport and hotel is $55 each way.
  • The shuttle service provided from the airport to the hotel is the Super Shuttle. This service runs from 4 am until 11 pm and costs $19 one-way and $38 for a roundtrip, per person. Click here to make your reservation.
  • Carey Limousine Company runs both your taxi and limo needs. The cost per trip is $60 and $79 respectively. Please contact the Concierge to arrange your transportation.

Driving Directions:

From Kansas City International Airport – (MCI)
Exit the airport onto I-29 South. Follow I-29 S/US-71 to US-169 S/W 5th St. Take the US 169 exit. Take 1-35 S. to Summit St/SW Trafficway. Take exit 1A from 1-35 S. Continue on Summit St/SW Trafficway. Continue onto Belleview Ave. Turn left on Ward Pkwy. The hotel will be on the right.

Parking:

Current on site self-parking fees are $15 daily, or valet parking is available for $18 per night. These rates include in-and-out privileges.

Area Attractions


Downtown Kansas City is a unique urban experience; a destination for visual arts, sports, performing arts, theater, cultural amenities, cinema, entertainment and dining is unrivaled in the region. The greater Downtown area encompasses 10 neighborhoods which features a diverse and vibrant variety of tastes, treats and beats.

Check out these links below for more information:

  • Power & Light District
    The Kansas City Power & Light District is the Midwest’s premier entertainment epicenter. With more than 50 unique and captivating shops, restaurants, bars and entertainment venues, the district offers something for everyone.
  • Crown Center
    Crown Center is an entertainment attraction, with specialty shopping, concerts, theaters and other venues. Developed by the Hall family, founders of Hallmark Cards, Inc. the Crown Center welcomes over 5 million visitors each year.

Museums

  • Arabia Steamboat Museum
    The Arabia Steamboat Museum is home to a true time capsule of frontier life in the 1800s. The Arabia was headed up the Missouri River in the fall of 1856 when she struck a tree snag and sank just north of Kansas City. Her cargo hold was full of 200 tons of supplies bound for general stores and pioneer settlements. As the years passed, the river changed course and left the Arabia buried beneath a Kansas cornfield. Finally, in 1988 a group of modern-day adventurers uncovered the lost Arabia and her magnificent cargo. They were amazed to find fine dishware, clothing, and even bottled food all preserved in remarkable condition. Their find has been called the King Tut's Tomb of the Missouri River. So, if you're looking for an adventure your whole family will enjoy, discover the treasures of the steamboat Arabia.
  • Toy and Miniature Museum
    The Toy & Miniature Museum of Kansas City is a 38-room house that boasts largest collection of nostalgic toys, fine-scale miniatures and marbles in the Midwest. This specialty museum, located on UMKC's campus, is just a few blocks south of the renowned Country Club Plaza shopping and entertainment district. The young and young-at-heart will be whisked back in time through displays of the toys that defined generations. This magical journey through the evolution of childhood also offers a glimpse into values and virtues of various cultures and times. Visitors will be dazzled by the intricate craftsmanship showcased in the world's largest collection of fine-scale miniatures. History buffs, armchair sociologists and those who appreciate the meticulous detail required to make these timeless classics are sure to find hours of enjoyment
  • LEGOLAND Discovery Center
    Step inside LEGOLAND Discovery Center and you'll feel as though you've just jumped in to the world's biggest box of LEGO bricks! With over 2 million LEGO bricks under one roof, what will you discover: a fun, highly interactive and educational experience for children aged 3-10 years, - the perfect attraction for LEGO fans young and old to enjoy together as a family, - MINILAND - where guests will see iconic Kansas City landmarks built from LEGO bricks, - building classes with the LEGO Master Model Builder exciting and immersive LEGO laser ride, 4D cinema experience, - full range of interactive play areas, a great place to celebrate birthdays and special occasions.

Shopping

Without a doubt, the most internationally recognized Kansas City neighborhood, the Country Club Plaza, with its Spanish architecture, numerous sculptures and fountains, is as much an outdoor museum as it is a shopping and dining destination. Explore the dozens of intriguing shops, including Halls Kansas City department store, a product of Hallmark Cards. Also pick up something new and fashionable from Kate Spade, a local girl who has brought her line of clothing, handbags and shoes back home to the Country Club Plaza.

For more information on things to do while in Kansas City, please visit Kansas City Tourism.

Sponsorship Opportunities


The NAMIC Directors’ Education Series is designed to educate board members of mutual insurance companies on their roles by addressing the more complex issues and risks involved in strategic decisions as well as the key areas needed to understand the mutual insurance industry.

Our most popular sponsorships for this event include:

  • Refreshment Breaks: Starting at $500
  • Audiovisual: Starting at $1,500
  • Registration Packets: Starting at $2,000
  • Luncheon: Starting at $2,500

Please note this is not a complete menu of options and some opportunities may have been reserved. We will be happy to help you select a successful alternative or develop a custom option for your company.

For more information, contact Aaron Lifford, Sponsorship and Advertising Specialist at (800) 336-2642, ext. 1055 or at alifford@namic.org If you would like to learn more about NAMIC's sponsorship and advertising program, please click here.



Frequently Asked Questions


“This was an excellent conference. It validated the practices we are following at Motorists while also presenting me with additional education about the industry.”

- Sandra Harbrecht
Board Member
Motorists Insurance

What is the suggested attire for business and social gatherings?
It is suggested that attendees wear business casual to seminar sessions and meal functions.

What registration payment options are available?
The online registration system accepts credit card payments, check payments and multiple registrations under the same payment method.

When and how is registration confirmation sent?
Confirmation is sent via email so please enter a valid email address. If registering more than one person at a time you will need to forward the confirmation email to each attendee. You will receive your confirmation the quickest if you are paying online. Confirmation will be sent immediately after you submit your credit card information.

Does my registration include a hotel reservation?
No, you will need to contact the Intercontinental Hotel – Kansas City at the Plaza to make a room reservation. NAMIC has contracted a room block for attendees at the rate of $189 per room. A set number of rooms are available at the group rate until April 14, 2015 or until the group block is sold out, whichever comes first. While NAMIC studies past attendance trends and the needs of our members, we cannot guarantee rooms will be available. Please plan ahead and secure your reservation as soon as possible to receive the group rate. Refer to the NAMIC group rate when making your reservation at the hotel. .

What does my registration include?
Registration fees include individual seminar resource materials and access to NAMIC sponsored meal functions including break service, breakfast, and lunch on Tuesday and Wednesday.

Accommodations?
In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any requests for accommodation to that disability. Please submit your request as far in advance of the program as possible.

Can I register on site for optional activities?
Yes, space is available on a first-come, first-served basis. Please add the Optional Dinner activity to your registration in advance. Openings may also be available onsite - visit the registration desk during the designated desk hours to check availability.

Is attending the Directors' Boot Camp a prerequisite to attending the Advanced Courses?
Attendees do not need to have completed the Directors’ Boot Camp to attend the Advance Courses, but it is very important that board members have a good understanding of governance prior to attending the Advanced Courses.

Can I register for one seminar, and attend sessions in the other?
The two seminars (Directors' Boot Camp and the Advanced Courses) are designed to be conducted separately, with attendees participating in the one they signed up for. The courses involved build upon each other, and networking with peers during the two days is promoted. Switching sessions during the event is not encouraged.

Questions?
If you have any questions regarding your registration, e-mail registrar@namic.org or call (800) 336-2642. If you have any questions regarding the workshop, e-mail lbaile@namic.org or call (800) 336-2642 ext. 1018.

Two options to choose from


The Directors’ Boot Camp and Advanced Courses are often offered at the same time and same location, but are two separate workshops. Registration is segmented, so be sure to register for either the Boot Camp or Advanced courses. Due to the group exercises and discussions, your participation is limited to either Boot Camp or Advanced.

Register for Directors' Boot Camp

Register for Advanced Courses

 

Posted: Monday, October 12, 2009 12:00:00 AM. Modified: Thursday, November 20, 2014 8:59:01 AM.

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