General Information

---

Has your mutual company faced recent challenges related to catastrophic claims? Diminishing policy retention? Competition from other insurance companies? Low performing investments? Low profitability? Have you considered a merger or acquisition as a strategy to deal with these challenges?

Join Bartlett Actuarial Group and Leon Rives II, CPA, founding partner, Rives & Associates for this webinar that will assist you in understanding what options are available when considering mergers and acquisition. They will explain some of the pros and cons of selling your firm, merging with another firm, or even purchasing another firm. They will address key questions you should ask/consider when examining merging with or acquiring another company. In addition, they will address financial implications for both buyer and seller and provide information on who can assist you in understanding these implications. *This webinar is directed for company management. A webinar on November 13 on this topic will be focused for board of directors.

Registration Fees:

---

Member: $50
Non-member: $75

Webinar Log-in and Instructions:

---

You will receive a detailed e-mail with log-in information and instructions three days in advance of the webinar. If you have any questions regarding the log-in and instructions, please e-mail lspencer@namic.org or call (800) 336-2642 ext 1055.

Cancellations:

---

Please notify NAMIC if you are unable to participate. Please forward all cancellation notifications to registrar@namic.org or fax to (317) 876-6213. All registration cancellations and transfers MUST be made in writing. Cancellations received before October 9, 2012 will be charged a $10 processing fee. Refunds will be issued within 15 business days after receipt of the cancellation notice. No refunds are available after October 9, 2012, so please plan accordingly. You may substitute a participant at no additional charge. Please forward all requests to registrar@namic.org or fax (317) 876-6213.

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.

Questions:

---

If you have any questions regarding your registration, e-mail registrar@namic.org or call (800) 336-2642, ext. 1400. If you have any questions regarding the webinar, e-mail lspencer@namic.org or call (800) 336-2642 ext. 1055.

Additional Confirmation Info:

---

Log-in Instructions- You will receive a separate e-mail from NAMIC Webinars prior to the webinar providing your unique log-in information/link. Please do not forward your log in information/link to other attendees. Log-in information will only work for a single registrant. If you need to make changes to the email address, send corrections to registrar@namic.org

Test Your System:

---

To avoid issues in connecting to the webinar, please use the following link to test your system prior to the upcoming webinar. https://www3.gotomeeting.com/join/406552062

Agenda

---

Wednesday, October 10, 2012

During the hour, attendees will:

• Examine the pros and cons of selling your company or merging with another

• Have a list of questions a company manager should ask and consider when considering merging with or acquiring another company

• Be aware of the financial implications for both the buyer and seller for this type of transaction

• Know how an actuarial and CPA can assist in understanding the financial implications

Leon Rives II, CPA
Founding Partner
Rives & Associates, LLP
Lexington, N.C.

Barlett Actuarial Group, LTD
Charleston, S.C.

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.

• Company managers

• General counsels

• CFO or Financial officers

• Compliance officers