Virtual Agenda

Opening Session and Keynote: NAIC Panel
State regulators are charged with ensuring that consumers are protected and enjoy the benefit of a competitive and thriving insurance market. They also participate heavily in the National Association of Insurance Commissioners in effort to bolster uniformity and best practices. Please join this session as NAMIC CEO Neil Alldredge hosts a panel of current NAIC officers to discuss insurance trends, regulatory challenges, and barriers to competitive markets.

Jon Godfread
Commissioner
North Dakota Insurance Department

Dean Cameron
President
NAIC

Chlora Lindley-Myers
Director
Missouri Department of Commerce and Insurance

Andrew Mais
Commissioner
Connecticut Insurance Department

Lunch Break

Economy Power Session: Prospering Through the Changes in 2023
As 2022 winds down, it is important to understand the challenges and uncertainties that might be coming our way in 2023. Join this special Power Session to learn more about the 2023 economic forecast as well as business strategies that can help mutual companies address the economic landscape’s projected changes.

Brian Beaulieu
CEO and Chief Economist
ITR Economics

Educational Sessions

1. Reinsurance Food Chain – Panel Discussion
   A dollar of premium from an original insured travels a long way, ultimately ending up with a retrocessionaire. Each step along the way is crucial to the stability of the insurance market. This panel will discuss the pricing and decision-making processes underwriters conduct when evaluating a reinsurance opportunity and the potential implication each reinsurance treaty has on that reinsurer’s retrocession transaction.

   

   Scott Rubenstein, Moderator
   Managing Director
   Guy Carpenter

   

   Richard Attanasio
   Senior Director
   AM Best

   

   Alasdair Rykens
   Underwriter
   Blenheim Syndicate 5886

   

   Keith Wolfe
   President US P&C
   Swiss Re

2. Cybersecurity: State of the Threat 2022
   Secureworks’ incident responders assist in the containment and remediation of hundreds of incidents annually. The firm’s incident response engagements from the past 12 months revealed trends about threats and threat-actor behaviors. During this session, Secureworks’ Terry McGraw will provide the insights gleaned by the Counter Threat Unit that attendees can then use to guide risk management decision-making, inform best practices, and prioritize resource allocation.

   

   Terry McGraw
   Senior Consultant, IT Security and Incident Response
   Secureworks

3. Federal Advocacy and Political Update
   This session qualifies for 1 FMDC maintenance or elective credit in the Operations & Insurance module
   This session qualifies for 1 MDC maintenance credit

   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 federal and political affairs, apply more than two decades of experience to help diagnose the current situation. Jimi will discuss how decisions being made in the nation’s capital are impacting the insurance industry highlighting several issues of critical importance to property/casualty insurers. He will also preview the coming 2022 midterm elections and what the industry can expect.

   

   Jimi Grande
   Senior Vice President, Federal & Political Affairs
   NAMIC

Networking Break

Educational Sessions

1. Mutual Holding Company 2.0 – You’ve Converted to an MHC Structure. Now What? – Panel Discussion
   This session qualifies for 1 MDC maintenance credit

   This panel discussion will examine practical strategies for organizations after they have converted to the mutual holding company structure. The panelists will outline successful conversions and provide insights on do’s and don’ts for those considering the MHC structure.

   

   Terri Brown
   Executive Vice President, Chief Finance Officer
   Grange Insurance Company

   

   Tony Latini
   Managing Director
   Janney Montgomery Scott

   

   Geneau Thames
   Assistant Vice President, General Counsel & Corporate Secretary
   Harford Mutual Insurance Group

   

   Kevin Kinross
   Executive Vice President, General Counsel and Chief Compliance Officer
   CopperPoint Insurance Companies

2. The Future of Talent: Engaging Next-Gen Insurance Leaders
   Turn today’s risk into tomorrow’s talent by attracting a diverse and exceptional group of talent to the insurance industry. Get an inside look at what the next generation really wants, featuring an analysis of Gamma Iota Sigma’s Annual Recruiting Survey results and insights from students on influencers in their employment decisions. This can’t-miss conversation will provide tools to building a robust talent pipeline for the insurance industry and showcasing its brand to the future of talent. Gamma Iota Sigma is the early career talent authority and collegiate talent pipeline for the insurance industry.

   To close out the session, Traci Barber from Pennsylvania Lumbermens Mutual Insurance Company will share a case study on how her company has successfully implemented an internship program with a local high school. She will highlight the dynamics and success of the program.

   

   Grace Grant
   Executive Director
   Gamma Iota Sigma

   

   Traci Barber
   Assistant Vice President – Customer Service
   Pennsylvania Lumbermens Mutual Insurance Company

3. NAMIC Peer Investment Analysis – How Are We Doing?
   The session will review key highlights from the 2022 Q2 NAMIC PIPES report and provide some perspective of NEAM’s capital market projections as we approach the final months of 2022 and gear up for 2023.

   

   Chris Myers
   Enterprise Capital Strategist
   NEAM

Networking Break

Educational Sessions

1. Remote and Hybrid Work – Panel Discussion
   This panel discussion will provide insights and ideas from a remote work expert and insurance company employees who have experienced and played a role in the transition to remote and hybrid work environments. Panelists will share their ideas on the future of remote work and what employers and employees can expect to see in the coming years.

   

   Cara Cameron
   Chief Future of Work
   Portage Mutual Insurance

   

   Sandi Verrecchia
   Chief Executive Officer
   Satori Consulting Inc.

   

   Sandra Bell
   Chief Human Resources Officer
   Gen Re

   

   Paul Stenbjorn
   Chief Information Officer
   Frederick Mutual Insurance Company

2. The Value of DEI Through the Lenses of Our Colleagues and Clients
   The value of diversity, equity, and inclusion goes beyond demographic labels and plays a role in why people choose to stay with an insurance company as employees and/or policyholders. This session will provide insights into the value of DEI by explaining the impact of unconscious bias and the value of cultural competence in how you work with people internally and externally.

   

   Rhonda Talford Knight, PhD
   Chief Diversity, Equity and Inclusion Officer
   Bricker & Eckler LLP

3. ESG 101: What Mutuals Need to Know
   This session qualifies for 1 FMDC maintenance or elective credit in the Operations & Insurance module
   This session qualifies for 1 MDC maintenance credit

   Environmental, Social, and Governance considerations are receiving a great deal of focus in the publicly held space. With the attention from consumers, rating agencies, regulators, and key lobbying groups, mutual companies are being asked to disclose more and more information about their pursuit of corporate social responsibility in areas well beyond investments to include corporate purpose, governance, and engagement on key social issues. The purpose of this session is to give you information on the current state of ESG and how mutuals will need to respond.

   

   Kurt Bock
   CEO (retired)
   COUNTRY Financial

   

   Kevin Kinross
   Partner
   Taft, Stettinius, & Hollister

4. The Elephant in the Room: Is Cyber Risk Now a Core Peril?
   This session qualifies for 1 FMDC maintenance or elective credit in the Operations & Insurance module
   This session qualifies for 1 MDC maintenance credit

   As the digital evolution in the insurance industry continues, the risk of becoming victim to a cyberattack is increasing. Cyber risk is now outpacing other perils such as fire, wind, and hail. However, many companies remain silent on the matter. Rather than ignoring the threat or treating cyber risk as a specialty coverage, should cyber risk be treated like a core peril in personal and commercial lines? This session will explore the rise of cyber-related risks and examine how insurers can protect their business and their policyholders while seizing an opportunity for market differentiation.

   

   Matt Cullina
   Head of Global Cyber Insurance
   TransUnion

Tuesday Keynote: Facing Adversity With Optimism and Resilience

None of us knows what we're capable of until we're faced with an unexpected challenge. Often, this means having to adjust your dream or vision, and sometimes it means having to create an entirely new goal. It can also mean getting through a tough time a week, day, hour, or even minute at a time. By focusing on shorter-term goals and keeping optimism, even humor at the forefront, you can transform your entire outlook and perspective. We are all stronger and more resilient than we think. In facing challenges and recovering from setbacks, we have opportunities to develop the unique gifts we’ve been given. It's about becoming more than what you can envision at the moment.

J. R. Martinez
Army Veteran, Burn Survivor, Actor, New York Times Best-Selling Author

Networking Break

Educational Sessions

1. Business and IT: Champion Teams Deliver Winning Solutions
   Business and information technology partnerships are crucial for insurance carriers to succeed in a world of rapid technological and business innovation. To be champions, business and IT need to have shared goals, a common operating model, and one mission. This session will share research and industry perspectives on best practices for successful implementation of technology by business and technology teams. It will also discuss common mistakes carriers make in a system implementation and ways to avoid them. Tips for managing vendors will also be reviewed.

   

   Deb Zawisza
   Senior Principal, Executive Partner - Insurance
   Aite-Novarica Group

2. Farm Mutuals: Does the Past Predict the Future?
   This session qualifies for 1 FMDC maintenance or elective credit in the Operations & Insurance module

   Farm mutuals occupy an important role in protecting their customers and communities. Join this session for a United States-wide look at the current financial strength and profitability of the 600 farm mutual companies while also looking at the challenges and opportunities that boards and company leaders will face.

   

   Kurt Bock
   CEO (retired)
   COUNTRY Financial

Lunch Break

Educational Sessions

1. The Future of Work
   According to the Bureau of Labor Statistics, 4 million workers quit each month in 2021 –the highest average on record. The trend has turned into an all-out wakeup call for customer-driven industries such as property/casualty and life insurance companies. As the wake of the Great Reshuffle continues, the future of work demands balancing human interaction with technology and building a culture of trust from the inside out. During this session, Helen Yu will share stories and advice, borne from her experience in transforming startups to Fortune 50 companies, on the real talent challenges facing insurers. She will also discuss the role of immersion cloud, how recruiting and talent acquisition influence insurers’ next level of great customer experience, upscaling in the 21st century, and why the future of work starts with your most important audience: your team.

   

   Helen Yu
   Founder & Chief Executive Officer
   Tigon Advisory Corporation

2. The Mutual Factor Report – 2022 Update and Summary
   This session qualifies for 1 FMDC maintenance or elective credit in the Finance & Accounting module
   This session qualifies for 1 MDC maintenance credit

   This timely session will share highlights from the 2022 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 2021 and to-date in 2022 from financial and rating agency perspectives. The presentation will include some discussion and interpretation of the survey of the key reinsurers currently supporting the mutual segment as well. 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.

   

   Pat Abbe
   Senior Managing Director
   Aon

   

   Enrico Leo
   Capital Advisory
   Aon

   

   Cathy Imus
   Vice President, Public Affairs
   NAMIC

   

   Sarah Schnettler
   Senior Vice President - Corporate Strategy & Member Experience
   NAMIC

Closing Keynote: Think Like A Hacker: Secure Your Brand
All are invited to join us for the closing keynote, where we will hear from the incoming Chair of the Board, Jacob Black. We will close out the morning with our final keynote speaker, Ted Harrington, who will examine cyber security strategies and tactics used by hackers and how you can think differently about defending your organization from these attacks.

Ted Harrington
Executive Partner
Independent Security Evaluators