| Monday, September 20 |
| 8:00 – 9:15 a.m. |
Educational Sessions and Workshops
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PFMM Session: Claims
This session is required for those working toward their PFMM certification
This session will examine how to develop a claims procedure and
identify basic steps and related governance practices. It will also cover
the importance of claims file audits and customer service as well as how
to reclaim dollars after a loss. Case studies will provide real-life
context throughout this session, which is required for those working
toward the PFMM certification.
Chris Feldt, PFMM
Manager
Heartland Mutual Insurance Company
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| 1:45 – 2:30 p.m. |
Educational Sessions and Workshops
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Diversity and Inclusion: Worth More Than Gold
This session qualifies for 1 FMDC maintenance or elective credit in the Operations & Insurance module
This session qualifies for 1.0 CPE credit in the Personnel/Human Resources field of study
This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification
There is compelling research showing that diversity increases a company’s competitive advantage, enhances creativity, and elevates employee engagement. Despite this, there is still resistance to workplace diversity.
Through engaging personal narratives, Dima Ghawi will share the types of diversity beyond race and gender and cover its proven benefits. She will provide the audience with tools to increase diversity in their teams and to focus on attracting, engaging, and retaining diverse talent. The audience will gain a new understanding of managing resistance, tracking progress, and creating a climate that celebrates diversity.
Dima Ghawi
Diversity, Equity, and Inclusion Consultant
Dima Ghawi, LLC
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Post-COVID Sales Success: The Role of the Carrier Representative
During this engaging and interactive session, we will consider and implement the lessons learned through our collective experiences this past year to reimagine the qualities of the successful carrier sales representative of the future. We will establish sales management best practices for the hybrid environment in order to support our sales representatives so they can create thriving, lasting partnerships between carriers and agents.
Meg McKeen
Founder
Adjunct Advisors, LLC
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In–Person Only Session: How Should Board Governance Evolve as Companies Grow – Panel Discussion
This session qualifies for 1 FMDC maintenance or elective credit in the Management module
This session qualifies for 1.0 CPE credit in the Business Management & Organization field of study
All too often, governance practices are left unchanged as mutuals grow and evolve. This could leave boards and management teams governing under a structure that is either outdated or not appropriate for the current state or size of their companies. This panel will discuss the need for continuous improvement and growth in governance practices.
Kevin Kinross, Moderator
Partner
Taft, Stettinius & Hollister
Randa Rawlins
President & Chief Executive Officer
Shelter Insurance Companies
Kristi Schlosser Carlson
Chief Legal Officer
Agraria Mutual Group
Geneau M. Thames, Esq.
Assistant Vice President, General Counsel & Corporate Secretary
Harford Mutual Insurance Group
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Advocacy and Political Update
This session qualifies for 1 FMDC maintenance or elective credit in the Operations & Insurance module
Today’s political environment is toxic. It seems as if politicians are farther apart than ever before. Join this session to hear Jimi Grande, NAMIC’s senior vice president of government affairs, apply more than two decades of experience to help diagnose the current situation. Jimi will discuss the Biden administration’s priorities and how decisions being made in the nation’s capital are impacting the insurance industry. He will highlight several issues of critical importance to property/casualty insurers with a special focus on understanding climate financial risk and how the industry has been leading the way on resilience and climate issues for several decades. He will also preview the coming 2022 elections and what the industry can expect.
Jimi Grande
Senior Vice President, Government Affairs
NAMIC
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Virtual Excellence – How to Deliver Powerful Education and Learning to Remote Audiences
This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification
Our world isn’t slowing down, and you need to deliver messages and learnings to customers, employees, and/or board members. This session is all about how to elevate and engage remote audiences and further the retention of your content. The discussion will start with how to shape content to be consumed. Then it will identify tech platforms to deliver the content, and conclude with ways to maximize engagement. This session is targeted for attendees who want to have better virtual connections and meetings in their day-to-day practices.
Chris Gasbarro
President
Ember
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Virtual-Only Session: Ethics for In-House Counsel
In-house counsel face a variety of unique ethical issues that differ from those that confront lawyers in private or governmental practice. While the issues are equally sensitive and complex – and often have higher stakes – in-house counsel enjoy less authority to guide their decisions. Join legal ethics lawyer Noah D. Fiedler of Hinshaw & Culbertson LLP as he discusses how to address situations unique to the role of the in-house counsel that implicate the rules of professional conduct.
Noah Fiedler
Lawyers for the Profession Practice Group
Hinshaw & Culbertson LLP
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Virtual-Only Session: Stress Testing Our Mutual Future
Mutual companies of all sizes have been under increasing pressure from external and internal stakeholders to consider the impact of stress scenarios on their financial projections. During this session, the speakers will walk through several realistic stress scenarios and show their modeled impacts on carriers’ financial performance and capital strength. The scenarios evaluated will be a severe recession, inflation, an increased frequency of derecho storms, a silent cyber event, and a hardening reinsurance market. Stress scenario results will measure impacts of events against NAMIC members’ 2020 year-end balance sheets and will be segmented to provide summarized insight on the range of impacts of each stress by segment.
Blake Berman, FCAS
Managing Director, North American Strategic Advisory
Guy Carpenter
Mark Murray
Managing Director, Strategic Advisory
Guy Carpenter
Ariah Tough, ACAS
Vice President, Strategic Advisory, North America
Guy Carpenter
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| 3:00 – 3:45 p.m. |
Educational Sessions and Workshops
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Fundamental Changes to Insurance Post COVID-19
This session qualifies for 1 FMDC maintenance or elective credit in the Operations & Insurance module
The COVID-19 pandemic brought with it unprecedented challenges across industries in ways not seen since the Great Recession, making it difficult to predict the full behavioral and economic consequences. As we continue to adjust to the new normal, it’s important to acknowledge the challenges created by the crisis and develop future-facing strategies. This session will discuss the trials many property/casualty insurers and policyholders are experiencing across personal lines and commercial lines. It will also address strategies and considerations related to the new normal.
Sandee Perfetto
Senior Director, Personal Lines Coverage Products, ISO
Verisk
Raul Retian
Senior Director, ISO
Verisk
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Artificial Intelligence and Machine Learning
This session qualifies for 1.0 CPE credit in the Information Technology field of study
Experts in the industry stress that most organizations don't have the data required to create a viable artificial intelligence solution. This session will discuss ways insurers can start leveraging these technologies without having to develop solutions from scratch.
Ema Roloff
Senior Sales Executive
Naviant
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In–Person Only Session: Coaching in Remote Environments – Panel Discussion
This session qualifies for 1.0 CPE credit in the Personnel/Human Resources field of study
This session is valid for 1.0 PDC toward SHRM–CP and SHRM–SCP recertification
Join this session to hear a panel of NAMIC member company representatives share insights and strategies for coaching in post–pandemic remote environments. The speakers will bring to the discussion a breadth of industry experience and diverse perspectives. Since remote work is likely to continue in some capacity and because talent retention is more important than ever, this is a can’t–miss session for everyone from front–line managers to company leaders.
Stefanie Thiel, SHRM-SCP, Moderator
Vice President, Chief Human Resources Officer
United Heritage Insurance Company
Buren Jones
Vice President & General Counsel
Indiana Farmers Mutual Insurance Company
Kent Shantz
President & Chief Executive Officer
Rockford Mutual Insurance Company
Deidre N. Williams
Vice President, Organizational Effectiveness
EMC Insurance Companies
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The Risk of Silent Cyber Claims
This session qualifies for 1 FMDC maintenance or elective credit in the Operations & Insurance module
The frequency and costs arising from cyber and privacy incidents have increased dramatically the past year. Phishing incidents leading to fraudulent wire transfers, ransomware attacks, and violations of privacy laws can lead to significant losses, for which companies – particularly those without cyber policies – are seeking coverage under traditional policy lines. This session will discuss how U.S. courts have ruled in recent coverage actions for these silent cyber claims.
Joshua Mooney
Partner
Kennedys CMK LLP
Judith A. Selby
Partner
Kennedys CMK LLP
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Virtual-Only Session: How to Drive Positive Company Culture in the New Normal
In today’s modern work environment, company culture is vital. In fact, more than half of employees believe finding a good workplace culture is more important than salary. But corporate culture has shifted this past year with the majority of the industry working from home. This session will take a look at that shift and discuss best practices for maintaining a strong, positive company culture. It will examine how to improve culture through coaching and give examples of some of the best corporate cultures.
Amy Cooper
Vice President – Carrier Practice Sales
Gallagher Bassett
Greg Tacchetti
Chief Information and Strategy Officer
State Auto Insurance Companies
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| 4:00 – 4:45 p.m. |
Educational Sessions and Workshops
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Best Practices in Board Evaluation
This session qualifies for 1 FMDC maintenance or elective credit in the Management module
This session will focus on the principles underlying board evaluations to help attendees understand how these assessments can aid board effectiveness. It will discuss the important role evaluations play in board succession planning. Finally, it will cover how to prepare, develop, and conduct a board evaluation and discuss the risks of the assessment if not properly performed.
Kevin Kinross
Partner
Taft, Stettinius & Hollister
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Uncovering Hidden Customer Needs in the New Normal
This session qualifies for 1.0 CPE credit in the Communications and Marketing field of study
You capture feedback and insights from your customers, and you know all the traditional ways to do it – surveys, interviews, focus groups. But there's a problem. None of these tools deliver the real insights you seek, especially in a world impacted by COVID. No uncovering of innovative ideas. No revealing of customer pain points. No explanation on why customers aren't engaging. It's time to flip the perspective. Instead of seeking answers to our questions, we need to discover customers’ contexts and dissect the signals they are sending. This session will dive into how to capture unique customer intelligence to better understand customer behaviors and motivations, and, most importantly, uncover hidden needs.
Andrea Belk Olson
Chief Executive Officer
Pragmadik
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Social Inflation: What Have We Learned and Where are We Headed?
During 2021, experts from Gen Re and NAMIC collaborated on a multi-part series that comprehensively examined the social inflation phenomenon that has manifested itself in “nuclear” verdicts – $10 million or more – and out-sized bodily injury settlements. This session will explore what those experts discovered and provide answers to the following questions. Do the root causes of social inflation remain and, if so, to what degree? Is social inflation confined to populous states and coastal areas or has it spread to areas once thought to be safe? What have we learned from the recent verdicts we’ve seen as jury trials have resumed? To what extent are shifting cultural attitudes and social media playing a role?
Tim Fletcher
Senior Emerging Issues Specialist
Gen Re
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The Mutual Factor Report – 2021 Update and Summary
This timely session will share highlights from the 2021 Mutual Factor report, which is sponsored by Aon and features key mutual insurance industry performance metrics benchmarked against stock insurers as well as the overall property/casualty insurance industry. The presenters will share how mutual insurers have fared in 2020 and to-date in 2021 from financial and rating agency perspectives. This session is designed for executive teams, industry leaders, and board members, all of whom need this kind of data and insight to help guide future company decisions and planning.
Patrick B. Matthews, CFA
Executive Managing Director
Aon Reinsurance Solutions
James Bettini, Jr., CPCU, ARe
Managing Director
Aon Reinsurance Solutions
Cathy Imus
Vice President, Public Affairs
NAMIC
Sarah Schnettler
Senior Vice President, Member Experience
NAMIC
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Virtual-Only Session: A Discussion With the Experts on Insurance Fraud
Experts from across the country will join this panel to discuss how insurance fraud is impacting our industry. They will discuss effective tactics in combating fraud as well as new and emerging fraud trends to watch.
Geoffrey M. Baker, JD, CPCU, FLMI, Moderator
General Counsel
NAMIC
Anthony Estrada
Lead Enforcement Officer
Oregon Division of Financial Regulation
Brendhan B. Harris, CFE, CIFI
Fraud Examiner-in-Charge
New Hampshire Insurance Department
Ben Olejnik
Bureau Chief
Iowa Insurance Fraud Bureau
Michele Stone
Director of Financial Service Investigation Unit
Tennessee Department of Commerce and Insurance
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| Tuesday, September 21 |
| 10:45 – 11:30 a.m. |
Educational Sessions and Workshops
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The Top Three to Five Items to Focus on When Educating Boards
This session qualifies for 1 FMDC maintenance or elective credit in the Management module
Board education remains a critical piece of a company’s governance practices. But what does that mean, what should companies focus on, and how do they create a board education program? This session will focus on the key topics companies should focus on while educating their boards and how to effectively build a plan to do so.
Kurt Bock
President & Chief Executive Officer (retired)
COUNTRY Financial
Kevin Kinross
Partner
Taft, Stettinius & Hollister
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How Long Lasting Will Our Fear of COVID Be?
This session qualifies for 1 FMDC maintenance or elective credit in the Management module
The widespread impacts of COVID-19 have demonstrated the far-reaching effects of infectious disease threats. However, even smaller outbreaks can cause substantial changes in human behavior if the pathogen evokes enough fear. There is a methodology designed to quantify public fear toward infectious agents to enable novel index-based triggers for business interruption covers and to facilitate more robust modeling of the economic impacts of disease events. This session will cover the methodology and discuss the longer-term implications of infectious disease threats as we move past the initial impacts of COVID-19 and look at how to mitigate future risks.
Jaclyn Guerrero, MPH
Associate Director, Product, Policy, and Partnerships
Metabiota
Nita Madhav
Chief Executive Officer
Metabiota
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In–Person Only Session: The Future of Distribution – Panel Discussion
During this session, a panel of industry representatives will review what they see as the future of distribution. This interactive panel discussion will explore trends in distribution with particular focus on merger-and-acquisition activity and the impact to insurers. Other topics will include emerging purchase channels and diversity, equity, and inclusion challenges in the agency force.
Mike Strakhov, CPCU, Moderator
Senior Vice President, Head of Insurance Lending
Live Oak Bank
Steven C. Pearson, CIC, CRM
President
ISU Insurance Agency Network
Bob Rusbuldt
President & Chief Executive Officer
Independent Insurance Agents & Brokers of America
Craig Welsh, CPCU
Chief Distribution and Marketing Officer
Westfield
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How Insurtechs and Incumbent Carriers Can Partner to Build a Long-Term Sustainable Cyber Market
The cyber insurance needs of small and medium-sized enterprises (SMEs) have often remained misunderstood and underserved. Small-business owners aren’t experts in insurance, so it’s challenging for them to assess their risk management needs, especially when it comes to the ever-changing realm of cyber incidents. Enterprise digitization has opened a new playing field of risks designed to derail SMEs – data breaches and ransomware attacks at the top of that list. Social engineering scams such as business email compromise, which infiltrate businesses' invoice payments and accounts payable processes, are of particularly large concern in today's small business climate.
Paul Needle
Senior Vice President – Cyber Treaty Underwriter
Munich Re US
Tim Zeilman
Vice President, Global Product Owner – Cyber
HSB
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Virtual-Only Session: Creating a More Diverse, Equitable, and Inclusive Organization – Panel Discussion
During this session, a panel of insurance company representatives will share how and why their organizations have prioritized diversity, equity, and inclusivity. From actionable, programmatic strategies to culture-focused initiatives and lessons learned, this discussion will provide new perspectives as you contemplate what DEI means for your own organization.
Shameem Awan, CPCU, API, AIC, AIC-M, AINS, ACS
Assistant Vice President, DEI and Talent Management
AMICA Mutual Insurance Company
Lonnie Dafney, GPHR, SHRM-SCP
Director, Diversity, Equity, and Inclusion
EMC Insurance Companies
Alexander Mortimer
Assistant Vice President, Marketing and Business Development
IFG Companies
Alexandra Oles
Senior Diversity and Inclusion Manager
Church Mutual Insurance Company, S.I.
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Virtual-Only Session: Market Conduct Exams – The Importance of Prioritizing the Management of Market Conduct Exam Preparedness and Responses
Join former Illinois Insurance Commissioner Jennifer Hammer to learn how preparing for market conduct exams can impact your company’s bottom line. She will discuss why it's better to have a strategy and be proactive with market conduct concerns and why it is better to self-report when compliance issues arise.
Jennifer Hammer
President
JWHammer, LLC
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| 1:15 – 2:00 p.m. |
Educational Sessions and Workshops
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Risk-Based Underwriting
Risk-based underwriting is facing unprecedented challenges across the country. Join this session to learn about the legislative and regulatory environments surrounding these challenges as well as the holistic defense of fair and objective insurance mechanisms.
Erin Collins
Senior Vice President, State and Policy Affairs
NAMIC
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Recruiting and Onboarding Employees During and After COVID-19
This session qualifies for 1.0 CPE credit in the Personnel/Human Resources field of study
This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification
No doubt, COVID-19 has changed the way we do everything, and that includes the way we hire and onboard employees. Can you make a good hiring decision without in-person interviews? What will interviewing look like after COVID? During this session, the speakers, who come with unique experiences of hiring and being hired virtually, will discuss recruiting strategies during COVID such as the shift from in-person career fairs to virtual ones, the use of online recruiting tools, and proper screening. They will identify best practices around onboarding that preserve the corporate culture longer-term employees have come to know. Lastly, they will discuss which of these trends and strategies to embrace as part of the new normal.
Amy Cooper
Vice President – Carrier Practice Sales
Gallagher Bassett
Lance Ondrej
Executive Vice President & Chief Claims Officer
Germania Insurance
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PFMM Session: Loss Control – Part I
This session is required for those working toward their PFMM certification
This two-part session will examine how to develop a loss control program, including a review of basic inspection procedures and guidelines. Also covered in this course will be the process of estimating losses and establishing reserves as well as a review of plans for handling catastrophic events. Case studies will provide real-life context throughout this session, which is required for those working toward the PFMM certification.
Chris Feldt, PFMM
Manager
Heartland Mutual Insurance Company
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The Nuts and Bolts of Obtaining Regulatory Approval for New and Innovative Insurance Products
Every company wants to come up with the next new innovative product. What are regulators looking for? What are they pushing back on? What is the best approach to filing something completely new that regulators have never seen before? Join Jeremy Battles as he explains what it takes to bring new innovative products to the market. He will also discuss how companies are utilizing technology solutions to optimize their filing processes and management. How are companies using technology solutions to optimize their filing processes and management?
Jeremy W. Battles
Principal – Insurance Regulatory Consultants, LLC
Chief Executive Officer – FilingRamp
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| 4:00 – 4:45 p.m. |
Educational Sessions and Workshops
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PFMM Session: Loss Control – Part II
This session is required for those working toward their PFMM certification
This two-part session will examine how to develop a loss control program, including a review of basic inspection procedures and guidelines. Also covered in this course will be the process of estimating losses and establishing reserves as well as a review of plans for handling catastrophic events. Case studies will provide real-life context throughout this session, which is required for those working toward the PFMM certification.
Chris Feldt, PFMM
Manager
Heartland Mutual Insurance Company
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Virtual-Only Session: Checking the Scoreboard: NAMIC Investment Peer Analysis
Join this session to hear NEAM highlight elements of 2020 property/casualty insurance company investment results and peer analysis, more specifically how mutuals fared and why. Special attention will be paid to potential steps mutuals can take to even the playing field with other types of property/casualty companies.
Vincent J. DeLucia, CFA, CPA
Chief Investment Officer
NEAM
Christopher R. Myers, CFA, FRM
Enterprise Capital Strategist
NEAM
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Virtual-Only Session: Why Compliance?
Why should senior executives and directors of mutual insurers pay close attention to compliance? What are the institutional and personal risks of minimizing the importance and value of the insurance compliance function? Join NAMIC’s compliance team to explore these issues and learn more about NAMIC’s legal and compliance resources.
Geoffrey M. Baker, JD, CPCU, FLMI
General Counsel
NAMIC
Bri Dahl
Compliance Analyst II
NAMIC
Angela Stackhouse, JD
Compliance Analyst
NAMIC
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| Wednesday, September 22 |
| 12:30 – 3:30 p.m. |
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PFMM Session: Underwriting Property and Liability
This session is required for those working toward their PFMM certification
This three-hour session examines the importance of developing underwriting guidelines, provides an overview of the tools available for underwriting, and explores the potential risks and exposures that come with underwriting property and liability. Also covered in this course will be basic understandings of evaluating rate adequacy, cash value versus replacement cost, insurance to value, the renewal process, reasons for cancellations and non-renewals, and the importance of file audits. Case studies will provide real-life context throughout this session, which is required for those working toward the PFMM certification.
Elise M. Farnham, CPCU, ARM, AIM, CPIW
President
Illumine Consulting
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