September 18 - 21, 2022 | Dallas, Texas & Virtual

Virtual Agenda

Monday, September 19, 2022 (In CST)
9:30 AM - 11:00 AM

Opening Session and Keynote: NAIC Panel Discussion

Jon Godfread
North Dakota Insurance Department

Dean Cameron

Chlora Lindley-Myers
Missouri Department of Commerce and Insurance

Andrew Mais
Connecticut Insurance Department

11:00 AM - 1:45 PM

Lunch Break

1:45 PM - 2:30 PM

Educational Sessions

  1. 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

  2. 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

2:30 PM - 3:00 PM

Networking Break

3:00 PM - 3:45 PM

Educational Sessions

  1. 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

  2. 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

3:45 PM - 4:00 PM

Networking Break

4:00 PM - 4:45 PM

Educational Sessions

  1. 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

  2. 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
    Taft, Stettinius, & Hollister

Tuesday, September 20, 2022 (In CST)
9:30 AM - 10:30 AM

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

10:30 AM - 10:45 AM

Networking Break

10:45 AM - 11:30 AM

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

11:30 AM - 1:15 PM

Lunch Break

1:15 PM - 2:00 PM

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

    Enrico Leo
    Capital Advisory

    Cathy Imus
    Vice President, Public Affairs

    Sarah Schnettler
    Senior Vice President - Corporate Strategy & Member Experience

Wednesday, September 21, 2022 (In CST)
9:30 AM - 11:00 AM

Closing Keynote


LeeAnn Kessler
Executive Assistant – Member Experience