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NAMIC Annual Convention - Where The Industry Comes Together, A NAMIC Event | September 25-28, 2016 | Vancouver, B.C.

Topics and Speakers


The sessions and activities on this agenda are open to NAMIC members, convention attendees, and invited guests. Convention credentials are required to be worn at all times. Members of the press should contact NAMIC Public Affairs for a schedule of sessions and other activities that are open to media coverage.

121st Annual Convention Keynote Speakers


Monday, September 26, 2016 | 10:00 - 11:00 a.m.

General Session Keynoter: Chris Hadfield

Chris Hadfield

“Good morning, Earth!” That is how Colonel Chris Hadfield—writing on Twitter—woke up the world every day while living for five months aboard the International Space Station.Through his 21-years as an astronaut, three spaceflights and 2600 orbits of Earth, Colonel Hadfield has become a worldwide sensation, harnessing the power of social media to make outer space accessible to millions and infusing a sense of wonder into our collective consciousness not felt since humanity first walked on the Moon. During his multi-faceted career Hadfield has intercepted Soviet bombers in Canadian airspace, lived on the ocean floor, been NASA’s Director of Operations in Russia, and recorded science and music videos seen by hundreds of millions.

Chris Hadfield
First Canadian Commander of the International Space Station (2013)

Tuesday, September 27, 2016 | 9:00 - 10:00 a.m.

General Session Keynoter: Cam Marston

Cam Marston

Retaining employees is far more cost effective than recruiting and training new ones. This presentation profiles each generation of employee – what will get them on the clock and what will keep them ticking. Cam Marston will help you adapt your recruiting and retention program to suit the ambitions and goals of each generation, choose from the best that each has to offer and realize the full return on investment in your workforce.

Cam Marston
Multi-Generational Relations and Workplace Communication Expert
Mobile, Ala.

Wednesday, September 28, 2016 | 10:30 - 11:30 a.m.

General Session Keynoter: Common Ground

Common Ground

In this joint keynote speech, Washington pundits and USA Today columnists Cal Thomas and Bob Beckel take on the contentious issues that divide the nation along party lines, seeking common ground that can end the stalemate in Washington, D.C. They emphasize bipartisan cooperation and a commitment to ending cross-aisle political conflict.

Bob Beckel
Reporter
USA Today

Cal Thomas
Reporter
USA Today

Special Event Speakers

Sunday, September 25, 2016 | 8:00 - 9:30 a.m.

Prayer Service and Breakfast: Fiona Watts

Fiona Watts

Many churches are grappling with how to step into the future as vital participants in their local neighborhoods and communities. Listening is the place to begin. Listening with openness and expectation that the clues on how to join with the work of the Spirit can be found in the stories we share and the relationships we build with others. During the Prayer Service and Breakfast, you’ll hear stories about the challenges and lessons learned by the Missional Network, an organization that works with churches and their governing bodies across Canada and the United States.

Fiona Watts
Missional Network
Vancouver, British Columbia

Monday, September 26, 2016 | 11:30 a.m. - 1:00 p.m.

Guest Networking Luncheon: Roger Haskett

Roger Haskett

All registered guests are invited to attend. Attendees are welcome to exchange their Attendee Luncheon tickets to participate in this event.

Roger Haskett
Keynote Speaker, Owner, and Artistic Director
Engagement Unlimited
Vancouver, British Columbia

Monday, September 26, 2016 | 11:45 a.m. - 1:00 p.m.

NAMIC Merit Society Luncheon: Paul Kovacs

Paul Kovacs

Join fellow members of the NAMIC Merit Society at this optional luncheon where new Merit Award recipients will be recognized and the Griffith Insurance Education Foundation Lifetime Achievement Award will be presented. Honorary Merit Award recipient Paul Kovacs, founder and executive director of the Institute for Catastrophic Loss Reduction at Western University, will serve as the guest speaker.

Paul Kovacs
Executive Director, Institute for Catastrophic Loss Reduction
President and CEO, Property and Casualty Insurance Compensation Corporation
Toronto, Ontario

CONFIRMED CONVENTION CONCURRENT SESSION TOPICS & SPEAKERS



Connecting With Customers Through Digital Marketing
This session qualifies for 1 CPE credit in Marketing field of study.
Wondering how social media and online marketing can drive sales leads, build better relationships with your customers and shorten your sales cycle? This session is for you.

Learning Objectives:

  • Learn about a success story of a regional insurance company that has built better relationships with its customers using online tools without breaking the bank;

  • Learn how the elements from the success story can be implemented in your organization; and

  • Walk away with online marketing action items you can use for your business.

Sourov De
Managing Partner
Stryve Digital Marketing
Kitchener, Ontario

Demographic Data: Knowing the Characteristics of Existing and Potential Policyholders
The North American population will see many changes in coming years that will impact the insurance industry. If insurance companies are going to succeed in attracting new customers, they will need to learn about the ideals that shape the new market. Demographic data can provide critical insight into understanding policyholders, developing new products, and finding potential markets, providing a competitive advantage and helping insurers make more informed decisions. This session will inform attendees on how insurers can utilize demographic data to better understand the insureds and evaluate growth strategies. The speaker will also discuss the history of demographics and explore the associated benefits and challenges.

Andrew Siffert
Assistant Vice President/Senior Meteorologist
BMS Intermediaries, Inc.
Edina, Minn.

Predictive Analysis – Practical Considerations for Getting Predictive Analysis to Work in Claims
Predictive analysis holds out significant hope for sifting through the amount of data that is created by claims organizations. Predictive analysis is only as good as the data which is used to create algorithms. This session will provide a practical overview of how to craft successful implementations of predictive analysis to determine how it may be right for your claims organization.

Understanding and defining what you are trying to predict, conducting an objective analysis of the quality of your data, and building effective processes for using predictions - enabling you to get the most out of your effort.

Jim Kaiser
CEO
Casentric®
Cleveland, Ohio

Emerging Technology and Board Responsibility in Insurance
This session qualifies for FMDC credit in the operations & insurance module under the course name: Emerging Industry Trends.
New technology developments are driving change in the insurance industry. Mobile, social, and email are accelerating communications. Analytics, big data, and the Internet of Things are changing risk analysis and fraud detection. Cloud computing is changing how insurers manage their own capabilities. Cybersecurity affects every industry. It has never been more important for insurers to understand the opportunities and threats posed by technology, but few senior leaders and board members in the industry understand the risks and rewards. This session presents an executive-level overview of key technology issues and discusses best practices for boards of directors and company executives.

Frank Petersmark, Ph.D.
Associate Vice President of Research and Consulting
Novarica
Boston, Mass.

Chuck Ruzicka
Associate Vice President of Research and Consulting
Novarica
Boston, Mass.

Giving Back: Trends in Charitable Giving in the Property/Casualty Insurance Industry
This session qualifies for 1 CPE credit in Personnel/HR field of study.
This program has been submitted to the HR Certification Institute for review.

Based on the McKinsey & Company whitepaper, “Charitable Giving in the Property/Casualty Insurance Industry: An Update,” this interactive session will explore the various aspects of corporate social responsibility, including the rise in charitable giving, the shift in corporate priorities, trends in decision making, and goal-setting and measurement techniques. The focus of this session will be on innovative and creative ways to engage employees and give back to the community through volunteerism and other activities versus the traditional focus of monetary donations. It will include real-life examples from two insurance companies – one large, one small – that have implemented innovative corporate social responsibility programs. Attendees will have an opportunity to learn from their peers and gain insight into the changing dynamics in corporate social responsibility programs.

Miklós Dietz
Senior Partner
McKinsey & Company
Vancouver, British Columbia

Board Effectiveness Panel Discussion
This session qualifies for FMDC credit in the management module under the course name: Role of the Board.
Why are some boards more effective than others? What do they do differently? What can a board do to perform better? These are questions all boards and management teams address together in today’s business environment – not only to become better organizations but to address the increased focus that insurance regulators are placing on corporate governance. As such, the definition of “board effectiveness” has evolved over the past several years.

This session is a panel discussion geared toward both management and board members. It will focus on the role of the board and how management and board members can work together effectively. It will cover the skills sets, competencies, and governance practices and procedures that lead to high-performing and effective boards. This panel will also touch on how now is the perfect time to assess and audit your company’s governance practices in preparing for or adapting to responses from insurance departments’ Corporate Governance Annual Disclosure filings.

Moderator: Kevin M. Kinross
Partner
Taft Stettinius & Hollister LLP
Columbus, Ohio

Randy Druvenga
President
First Maxfield Mutual Insurance Association
Denver, Iowa

Douglas Fincannon
President
Alamance Farmers' Mutual Insurance Company
Graham, N.C.

Sandy Harbrecht
President & CEO, Paul Werth Associates
Director, Motorists Insurance Group
Columbus, Ohio

James J. Kennedy, CPCU
Consultant
Taft Business Consulting
Columbus, Ohio

Bob Roesler
Director
Fairmont Farmers Mutual Insurance Company
Sherburn, Minn.

Update on CGAD
This session qualifies for FMDC credit in the management module under the course name: Emerging Governance Issues.
Despite years of discussions, the upcoming implementation of the corporate governance annual disclosure still has insurers asking questions. No matter the size of a company and its lines of business or how prepared or unprepared it believes it is for the disclosure the requirements may likely remain a cloud over the industry for a while. This session is designed to provide insight on CGAD and the role of the board.

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

Mutual Survival - The Next 100 Years
The needs of the underlying insurance customer are changing at a rapidly accelerating pace. The continuous advancement of automobile safety and the inevitability of autonomous vehicles will radically reshape what currently constitutes 38 percent of the world’s insurance premiums. Other key trends involve urbanization, retirement savings, healthcare costs, and the increasing availability of big data and the privacy issues and segmentation opportunities it provides. The current approach to selling insurance products in silos is deeply unpopular among customers, but early adopters of a more holistic lifestyle policy will not only survive but thrive.

This session will provide insight as to why it is believed that the current suite of insurance product offerings and delivery are in need of transformation. It will also discuss how mutual insurers are well suited to meet customer needs if they can eliminate the historical inertia that prevents adaptation to changing consumer needs.

Bryon Ehrhart
Global Head of Strategic Growth & Development
Aon Benfield
Chicago, Ill.

Greg Heerde
Head of Americas Analytics
Aon Benfield
Chicago, Ill.

The Future of the Labor Supply: Where the Jobs Are
This session qualifies for FMDC credit in the operations & insurance module under the course name: Human Resources.
This session qualifies for 1 CPE credit in Personnel/HR field of study.
This session qualifies for 1 HRCI recertification credit.

In the coming decades, North America's population born between 1946 and 1965 will retire. With product and business lifecycles shortening, the range of jobs that the next generation of workers can choose from will continue to grow. Even within a particular job or career path, the increase of social, cultural, and economic diversity will require the next generation to have a growing range of skills to adapt to this new demographic and economic paradigm. Employers now face the difficult challenge of managing labor supply issues such as where new employees will come from, what their needs will be, and how slowly the labor force will grow.

In this entertaining session based on extensive research, Andrew Ramlo, executive director of Urban Futures, will explore the potential opportunities that will arise with this demographic shift in a world increasingly characterized by change. With product and business lifecycles shortening, the range of jobs (and careers) that the next generation of workers can choose from will continue to grow. Even within a particular job or career path, the increase of social, cultural, and economic diversity will require the next generation to have a growing range of skills to adapt to this new demographic and economic paradigm.

Learning Objectives

  • List two differentiating factors between U.S. and Canadian demography;

  • Identify the general age ranges of the boom, buster and millennial generations;

  • Learn about the elements that generally contribute to demographic change; and

  • Understand the driving factor behind U.S. and Canadian population growth in the next two decades.

Andrew Ramlo
Demographer, Planner, and Executive Director
Urban Futures
Vancouver, British Columbia

Cyber Risk and Security Panel Discussion
This session qualifies for FMDC credit in the operations & insurance module under the course name: Emerging Risks.
The evolution of cyber risk has brought about challenges and opportunities for insurers. It is a particularly complex issue because of the rapidly changing regulatory landscape, highly publicized media coverage of data breaches, and increasing interest in cyber coverage among policyholders. The conversation isn’t just about how to protect your organization from a cyber breach; insurers also need to understand the operational elements of cyber protection and the coverage/product development opportunities.

This discussion will explore the various elements of cyber risk including:

  • Data Breach – Update on what’s happening and regulatory landscape

  • Operational Infrastructure – Developing a breach management and response plan as required by regulation and how to exercise best practices for protecting data

  • Cyber Product Development – Industry trends

Case study examples will be shared to provide insight on how companies are approaching this complex issue.

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

Jon Sisk
Vice President, Information Services
Mutual Assurance Society of Virginia
Richmond, Va.

The Talent Gap – Insights on Attracting, Recruiting, and Retaining Top Talent
This session qualifies for 1 CPE credit in Personnel/HR field of study.
This session qualifies for 1 HRCI recertification credit.

The insurance industry is facing a significant talent gap. It is estimated that 25 percent of the industry’s workforce will retire in the next five years, yet less than 5 percent of college students are interested in working in insurance. In addition to this challenge, the skills and characteristics of today’s employees may not be what is needed to be successful in the workplace of tomorrow.

In this session, Cheryl Jones and Jennifer Ughetta, Munch Re America, will share their insights on the talent gap and discuss findings from the latest research on millennials. Through interactive discussion the session will provide an opportunity for companies to share their best practices and learn what others are doing to attract, recruit, and retain top-talent.

During this interactive session, attendees will:

  • Learn what other companies are doing to attract, recruit, and retain top talent;

  • Explore practical solutions for companies to prepare for the talent gap; and

  • Discuss best practices with other companies.

Cheryl Jones
Head of HR Business Partners
Munich Re America
Princeton, N.J.

Jennifer Ughetta
Regional Head of HR
Munich Re America
Princeton, N.J.

The Internet of Things and Digital in Insurance
According to the Harvard Business Review, one of the most consistent patterns in business is the failure of leading companies to stay on top of their industries when technologies change. For property/casualty insurers long-term signs are pointing to accelerated change driven primarily by technology and shifting consumer expectations. These changes will serve as a catalyst and a disruptor to all aspects of the insurance business model and will require new strategies to address changing perceptions and solutions for risk. The session will focus on the impact of Internet of Things and digital in the insurance industry and how insurers need to prepare for sustained success in the future ecosystem.

Neeti Bhardwaj
Principal
A.T. Kearney
Chicago, Ill.

Shamik Lala
Principal
A.T. Kearney
Chicago, Ill.

Alyssa Pei
Partner
A.T. Kearney
Toronto, Ont.

PFMM Session: Public Relations and Marketing
This session is required for those registered for PFMM courses at convention.
This session qualifies for 2 CPE credits in Marketing field of study.

This session will focus on the strategies used to develop a mission statement and strategies to market and advertise a product to a target audience. It will also discuss the importance of branding the niche market, retaining customers as part of a marketing plan, and developing a diverse product line.

Learning Objectives:

  • Develop a marketing mission statement and plan;

  • Learn how to evaluate and develop target markets for the company;

  • Understand changing consumer and buying habits;

  • Identify what image the company wants to establish with agents and policyholders and tie it to the marketing/branding campaign;

  • Learn the importance of branding the niche market of the company to agents and policyholders;

  • Know how to deliver/advertise the marketing/branding mission and plan to the agents and policyholders;

  • Understand the importance of developing a diverse product line and competitive rating structure for all products and services of the company;

  • Understand the importance of retention of agents and policyholders to the marketing plan; and

  • Learn about digital and social media marketing opportunities.

Karl Newman
CEO
Envision Leadership, LLC
Puyallup, Wash.

Project Leadership

PFMM Session: Management and Leadership Principles
This session is required for those registered for PFMM courses at convention.
This session qualifies for 3 CPE credits in Business Management and Organization field of study.

This session will focus on understanding the principles associated with strategic planning as well as developing a company mission statement from a strategic standpoint. Attendees will identify the key metrics used to measure the success of a strategic plan and understand who should be involved in the planning process. Also to be discussed is how to use progress reporting, monitoring, and benchmarking as strategic planning tools.

Learning Objectives:

  • Understand the principles associated with strategic planning;

  • Learn how to develop and write a company mission statement;

  • Understand the relationship between the mission statement and the planning purpose;

  • Identify the key metrics used to measure successful implementation of a strategic plan;

  • Understand the strategic planning process and who should be involved;

  • Know what should be included in a one-, three-, and five-year business/strategic plan;

  • Know who should be responsible for implementing the strategic plan and monitoring progress;

  • Determine the appropriate means to report progress to the directors, management, and staff;

  • Understand the importance of the strategic plan in relation to the underwriting, claims, marketing, and technology departments’ goals and guidelines; and

  • Learn how to use benchmarking as a strategic planning tool.

Jack C. Randall, CIC, PCLA, PFMM
COO and Senior Consultant
Randall Resources International
Cameron, Mo.

Detecting Fraud in the Underwriting Process
This session will explore fraud in the underwriting process by discussing where fraud occurs in underwriting and identifying how to develop key strategies to avoid significant loss from underwriting fraud.

Key areas that will be covered include:

  • Current statistics on underwriting fraud. Learn about the alarming statistics, based on current studies that reveal how much of a financial loss this is for claims departments.

  • Behavioral aspects of underwriting fraud. Learn about the motivational factors behind underwriting fraud and specifically what drives this behavior.

  • Current trends in underwriting fraud. A review of some current scams and schemes in underwriting fraud will be provided.

  • Detection strategies. This section will review specific strategies to detect underwriting fraud, including using external or provider-based software, internal technology, red flag development, claim process management, early identification programs, and many other approaches. Detection strategies will be presented that can be applied at all levels in an insurance company, including, claims, underwriting, finance, actuary, marketing, and SIU.

J. Michael Skiba, Ph.D.
Vice President of International Counter Fraud Strategies
INFORM
Wynantskill, N.Y.

The Rise in Litigation and the Impact Within the Claims Department
This session qualifies for FMDC credit in the operations & insurance module under the course name: Emerging Operations Issues.
Litigation is on the rise, especially involving claims practices allegations and class action lawsuits. Failing to be prepared can cost your company millions of dollars. This program will address the impact at all levels of the claims operation and prepare your team for success in handling these new and different types of insurance litigation.

Matthew J. Smith, Esq.
President
Smith, Rolfes & Skavdahl Company, LPA
Cincinnati, Ohio

How Middle Market Companies Attract and Retain Talent
This session qualifies for 1 CPE credit in Personnel/HR field of study.
This session qualifies for 1 HRCI recertification credit.

The U.S. middle market is defined by companies with annual revenues between $10 million and $1 billion and accounts for one-third of the country’s private sector gross domestic product and jobs. These middle-market companies face challenges in the war for talent that larger companies don’t. Compensation constraints, company name recognition, and company location make that list. At the same time, the middle market offers attractions and capabilities that big companies cannot match. Less bureaucracy to be nimble and market responsive, more opportunities to work directly with the CEO and other executives, a shorter path to the top for decision making, and stronger connections to the community are just a few advantages the middle market boasts.

Because research has shown that companies with the best talent outperform their peers and enjoy stronger customer retention rates, middle-market companies need effective strategies for identifying, attracting, and retaining qualified talent if they wish to remain competitive and achieve their growth goals. This session will be based on the whitepaper “Building the Top Team: How Middle Market Firms Attract and Retain the Top Talent that Fuels Their Success” written by the National Center for the Middle Market in partnership with the Novo Group and will explore practical solutions to the common hurdles middle-market companies face when attracting and retaining talent.

Learning Objectives:

  • Understand employer value proposition best practices in your market;

  • Identify and develop EVP strategies to attract top talent to your organization; and

  • Learn how to connect EVP to retention and engagement of your workforce.

Kelly Renz
President & CEO
Novo Group, Inc.
Brookfield, Wis.

Strategic Planning – Aligning the Board and Management
This session qualifies for FMDC credit in the management module under the course name: Strategic Business Planning.
In this fast-paced world, time and energy for strategic planning is limited. Yet, the need to plan is critical for companies to be successful in the long term. Many companies’ boards largely delegate strategic planning to the CEO, but later discover that not everyone is on the same page with the plan.

Designed for board members and senior leadership, this interactive session will explore the concept of an often unused yet critical component of strategic planning that helps align the board with management and staff. It will also provide insight on the benefits, efficiencies, and cost savings that a well-written vision can provide to companies.

Learning Objectives:

  • Explore why traditional strategic planning alone is simply NOT enough;

  • Examine the conflicts caused by unmet expectations and learn how to avoid them;

  • Contrast a vision statement with a detailed vision “story;”

  • Discover how board and management can paint an identical “picture” of future success;

  • Explore how to drastically simplify the strategic planning process; and

  • Learn how your strategic plan will naturally set the foundation for all other planning, including succession planning.

Jack C. Randall, CIC, PCLA, PFMM
COO and Senior Consultant
Randall Resources International
Cameron, Mo.

Game Changers: Issues and Opportunities in the New Norm
As insurers plan for the future, they must consider the external forces increasingly impacting the insurance landscape. Four game changers are defining the new norm in 2016: significant capital and investment, the global digital transformation, emerging technologies and data, and new and changing customer expectations. Insurers need to be able to respond to the issues they bring and take advantage of the opportunities they create. During this session, attendees will learn how these game changers are affecting the industry, what to expect in the near future, and what steps they can take now to thrive in these challenging and exciting times.

Karen Furtado
Partner
Strategy Meets Action
Boston, Mass.

Compensation and Industry Hiring Practices
This session qualifies for 1 CPE credit in Personnel/HR field of study.
This session qualifies for 1 HRCI recertification credit.

This session will provide an overview of significant operational and labor trends within the property/casualty industry and an outlook for the industry for the next 12 months. In addition, this presentation will provide a perspective on pay for mutual insurers and a summary of major compensation changes for executive and non-executive employees from the most recent NAMIC/Ward Compensation Survey.

Learning Objectives:

  • Identify new skills companies are looking for in order to remain relevant;

  • Understand how compensation is changing within the industry and its impact on performance; and

  • Learn how to put your company in a position to hire the talent required for success.

Greg Jacobson
Co-CEO
The Jacobson Group
Chicago, Ill.

Jeff Rieder, CPA, CPCU, CLU
Partner, Head of Ward Group
Ward Group
Cincinnati, Ohio

What the 2016 Elections Mean for the Property/Casualty Industry
Whether it’s the creation of new agencies as a result of Dodd-Frank, onerous data collection from the Federal Insurance Office, or the federal government’s backward approach to preparing for disasters, there is never a shortage of issues from which to defend the property/casualty industry. But with the 2016 election coming just a little less than six weeks after convention, a shifting electorate could mean a new set of challenges for NAMIC members. Come hear Washington veteran Jimi Grande, NAMIC’s senior vice president of federal and political affairs, give an inside analysis on how the 2016 elections will affect the top issues facing our industry.

Jimi Grande
Senior Vice President – Federal & Political Affairs
NAMIC
Washington, D.C.

Attracting Diversity to the Board Room Panel Discussion
This session qualifies for FMDC credit in the management module under the course name: Board Recruitment.
Developing a diverse board that is comprised of directors with a broad range of perspectives must be a conscious choice made by company leaders. It requires careful planning and insight to resist the natural tendency to seek like-minded individuals from close, personal networks.

This panel discussion will explore the benefits of board diversity, highlight the success that can be experienced from varied perspectives, and show how diversity can increase board effectiveness. It will explore the various elements of diversity, including experiential, demographic, and personal attributes, that should be evaluated when nominating board members. The session will also provide perspective on how regulators define diversity.

Our panelists will discuss the role of the board and of company leaders in recruiting board members. They will also provide insight on why board diversity is becoming more important from a regulatory perspective and how it may become a requirement in the future.

Moderator: Kevin M. Kinross
Partner
Taft Stettinius & Hollister LLP
Columbus, Ohio

Sandy Harbrecht
President & CEO, Paul Werth Associates
Director, Motorists Insurance Group
Columbus, Ohio

Susan Insley
Director
Westfield Group
Palmetto, Fla.

Sandy Parrillo
President & CEO
Providence Mutual Fire Insurance Company
Providence, R.I.

Jane Repensek
Senior Vice President, Finance & Business Operations, Seattle Foundation
Director, Mutual of Enumclaw
Seattle, Wash.

PFMM Session: Human Resources and Personnel Management
This session is required for those registered for PFMM Courses at convention.
This session qualifies for 3 HRCI recertification credits.
This session qualifies for 3 CPE credits in Personnel/HR field of study.

In this session, attendees will learn the importance of having a basic set of human resources operational guidelines for small business. This workshop-style session will provide a high-energy lecture, small-group exercises, and a large-group conversation to ground the topic in an effective way.

Learning Objectives:

  • Understand the importance of having a documented, standardized process for talent identification, recruitment, development, and, potentially, termination;

  • Identify a set of benchmarked best practices for documentation and standardization; and

  • Utilize a set of resources to begin the process after the session.

Thomas Meier
Senior Leadership Consultant
Equis Consulting
Indianapolis, Ind.

A.M. Best Methodology Update
This session qualifies for 1 CPE credit in Specialized Knowledge and Applications field of study.
A.M. Best will present its proposed changes to the Best's Credit Rating Methodology and the Best's Capital Adequacy Ratio, which are out for public comment in fall 2016. This presentation will include details on the BCAR model and how the BCAR output fits into the overall rating process as well as discussion about the comments received to date.

Learning Objectives:

  • Understand the purpose of Best’s Capital Adequacy Model;

  • Learn how BCAR fits into A.M. Best’s overall rating methodology;

  • Identify the key industry discussion topics related to the development of the new BCAR; and

  • Know the timeline for implementation for BCAR and A.M. Best’s new rating methodology.

Matt Mosher
Executive Vice President & Chief Operating Officer
A.M. Best
Oldwick, N.J.

PFMM Session: Agency Relations and Development Strategy
This session is required for those registered for PFMM Courses at convention.
This session will focus on developing and maintaining a positive working relationship between a company and its agency force. Attendees will discuss key issues that will assist in keeping the lines of communication open. Also to be discussed is how contracts, products, technology, and team learning can benefit everyone involved in the company-agent relationship.

Larry Johnson, CPCU, AIC, AIM, AAI, AIS
Vice President, Agency/Support Services
North Star Mutual Insurance
Cottonwood, Minn.

Investment Workshop
Bond yields are down, unlikely to get up soon, and investment returns are at record lows. Many NAMIC members are considering riskier investments in their search for yield, but are unsure of what this may mean to their company’s performance and their commitment to policyholders. This session features investment experts sharing insights, a peer-to-peer exchange of NAMIC member experience and a practical exercise.

Sponsored by New England Asset Management

During this workshop, attendees will:

  • Learn how to balance risk tolerance with the need for yield. Experts from NEAM will walk NAMIC members through their most significant investment risks and offer some practical suggestions. You’ll also learn how best to communicate your business decisions on investment risk in a way that meets the concerns of the rating agencies and regulators.

  • Discover how to get more value from your investment management. A distinguished panel discussion by NAMIC members will share practical suggestions and solutions.

  • Learn about investment risks and opportunities. Leveraging the lessons of the prior sessions, session participants will break into small groups to use NAMIC’s Property/Casualty Investment Performance Evaluation Standards (“PIPES”) report in an exercise to analyze and discuss company specific investment choices and results relative to peers.

James E. Bachman, Ph.D.
Head of Enterprise Risk and Capital Management
GR–NEAM
Farmington, Conn.

Tom Karol
Investment Management Practices Leader
NAMIC
Washington, D.C.

Brian Mancino, CFA
Vice President of Corporate Development and Investments
Amalgamated Casualty Insurance Company
Bethesda, Md.

Tim Sullivan
President & CEO
NAMIC Insurance Company, Inc.
Indianapolis, Ind.



LEADERSHIP TRACK


Project Leadership

Learning Lab: Take Them Off the Wall: Leading From Our Values
What do you value and why does that matter? When the going gets tough, how do your values stand up? What happens when your values collide with the values of others? In this highly interactive session, participants will explore the concept of individual leadership values and the impact on behavior and decision making in the workplace.

This session is part of the interactive learning lab series and will not be a traditional educational session. Participants will have the opportunity to interact with other attendees, participate in group exercises, and, above all else, have fun while learning how to be a better leader.

Jan Damery
Consultant
Refinery Leadership Partners Inc.
Vancouver, British Columbia

Terry Dillon
Partner & CEO
Refinery Leadership Partners Inc.
Vancouver, British Columbia

Project Leadership

Learning Lab: Nailing It: Leading Engaging Environments
When someone doesn’t perform, we often point to individual characteristics – skills, attitude, mood – to explain the gap. What most people don’t realize is that the office environment or corporate culture often plays a larger role in a person’s ability to perform than individual characteristics do. As leaders, it is your role to shape an environment that is engaging and supports the performance of your people. But how do you do that successfully?

This highly interactive session will explore how leaders can cultivate an engaging culture that will positively impact employee performance as well as the organization’s bottom line.

This session is part of the interactive learning lab series and will not be a traditional educational session. Participants will have the opportunity to interact with other attendees, participate in group exercises, and, above all else, have fun while learning how to be a better leader.

Jan Damery
Consultant
Refinery Leadership Partners Inc.
Vancouver, British Columbia

Terry Dillon
Partner & CEO
Refinery Leadership Partners Inc.
Vancouver, British Columbia

Project Leadership

Learning Lab: The New Normal: Leading in Complex Systems
Why do your best intentions often not result in the impact you want? How do you better predict, understand, and ultimately lead the organization and in the community in which you operate? How do you take into account the long-term impact of your decisions?

When working in complex systems, people often try to focus on simple models and frameworks to better comprehend and understand the environment. In doing so, people often miss out on understanding the bigger picture and the long-term implications.

In this highly interactive session, participants will gain insight into strategies for improving decision making and operating in complex systems.

This session is part of the interactive learning lab series and will not be a traditional educational session. Participants will have the opportunity to interact with other attendees, participate in group exercises, and, above all else, have fun while learning how to be a better leader.

Jan Damery
Consultant
Refinery Leadership Partners Inc.
Vancouver, British Columbia

Terry Dillon
Partner & CEO
Refinery Leadership Partners Inc.
Vancouver, British Columbia

Project Leadership

Emotional Intelligence and the Neuroscience Connection
This session qualifies for 1 CPE credit in Personnel/HR field of study.
This session qualifies for 1 HRCI recertification credit.

During the last two decades, scientists have gained a new, far more accurate view of human nature and behavior change because of the integration of psychology – the study of the human mind and human behavior – and neuroscience – the study of the brain and its impact on behavior. The implications of this new research are particularly relevant for organizational leaders in their relationship to emotional intelligence. The implications can also explain why many leadership efforts and organizational change initiatives fall flat.

Managers who understand the recent breakthroughs in cognitive science and emotional intelligence can lead and influence mindful change. This highly informative session will provide insight on how companies and individual leaders can be more successful when focused on understanding EI and the neuroscience connection.

Learning Objectives:

  • Understand the benefit of demonstrating emotional intelligence in the workplace and its effects;

  • Learn how the brain can undermine a leader and how to rectify it; and

  • Take away simple tools to improve emotional intelligence to become a more effective leader.

Joni Mar, BA, BJ (Hons.), CPCC, CNTC, MCC
Master Certified Coach
Joni Mar & Associates, Professional Coaches Inc.
Vancouver, British Columbia

Project Leadership

The Value of Executive Coaching
This session qualifies for FMDC credit in the management module under the course name: Leadership Skills.
This session qualifies for 1 HRCI recertification credit.

Executive coaching used to be viewed as a remedial remedy for poor performance. Now, most Fortune 500 companies provide executive coaching to their top performers and high-potential employees as a perk that helps achieve even better results. In this session you will:

  • Observe a coaching demonstration and recognize the difference between coaching, mentoring, and advising;

  • Take away a couple of key coaching skills that you can immediately apply;

  • Learn about the ideal situations and candidates for executive coaching;

  • Understand the key to determining success and potential pitfalls of executive coaching; and

  • Discover why executive coaching is a highly effective leadership development tool and how your company could benefit from it.

Joni Mar, BA, BJ (Hons.), CPCC, CNTC, MCC
Master Certified Coach
Joni Mar & Associates, Professional Coaches Inc.
Vancouver, British Columbia

Project Leadership

Implementing a Coaching Program – A Beneficial Tool in Your Organization’s Success
This session qualifies for 1 CPE credit in Personnel/HR field of study.
This session qualifies for 1 HRCI recertification credit.

The median return on investment for executive coaching is seven times the initial investment, according to PriceWaterhouseCoopers. Yet, many companies still resist coaching because of the perceived expense or a lack of understanding. This practical session will provide insight on how to employ a coaching program as part of a broader leadership development strategy. It will explore the potential ways to structure it, highlight common mistakes and pitfalls, and share specific companies’ success stories and lessons learned.

Learning Objectives:

  • Learn what executive coaching is and if it is right for your company;

  • Understand the coaching process, roles, and responsibilities of the company, the coach and the coachee;

  • Hear about typical coaching outcomes;

  • Get a thumbnail overview of how to structure and launch a coaching program;

  • Learn about some common pitfalls to avoid; and

  • Hear of some success stories.

Joni Mar, BA, BJ (Hons.), CPCC, CNTC, MCC
Master Certified Coach
Joni Mar & Associates, Professional Coaches Inc.
Vancouver, British Columbia

CPE Information


Prerequisites:
There are no prerequisites for this convention.

Advance Preparation:
There is no advance preparation required for this convention.

Delivery Method:
This convention will be conducted in a Group-Live Setting.

NAMIC’s 121st Annual Convention has been certified for a total of 17.0 CPE credits in the fields of Business Management and Organization, Personnel/HR, Specialized Knowledge and Applications, and Marketing.

Program Level:
This program level is an overview.

NAMIC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as refunds, cancellations and complaints, please contact NAMIC at 800-336-2642.

HRCI Information


The HR Certification Institute has pre-approved the NAMIC Annual Convention for ten general recertification credit.

The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.





Posted: Wednesday, March 12, 2008 12:00:00 AM. Modified: Wednesday, September 21, 2016 3:08:48 PM.

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