last updated on July 1, 2008
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Agenda
Subject to change without notice
Sunday, August 10
2:00 - 6:00 p.m. |
Registration |
3:00 - 5:30 p.m. |
Financial Workshop |
6:00 - 7:00 p.m. |
Welcome Reception |
Monday, August 11
7:00 - 8:00 a.m. |
Breakfast |
8:00 - 8:15 a.m. |
Welcome and Introductions |
8:15 - 9:15 a.m. |
Overview of Why Governance is Important |
9:15 - 9:30 a.m. |
Break |
9:30 - 10:45 a.m. |
Corporate Governance for Mutuals & Role of the Board John Beavers, Partner |
10:45 - 11:00 a.m. |
Break |
11:00 - 11:45 a.m. |
Role of the Board continued/Case Study Review |
11:45 a.m. - 12:30 p.m. |
Lunch |
12:30 - 1:30 p.m. |
The Legislative & Regulatory Landscape Neil Alldredge, Vice President – State Legislative &Regulatory Affairs |
1:30 - 1:45 p.m. |
Break |
1:45 - 2:45 p.m. |
Succession Planning Paula Cope, President |
2:45 - 3:00 p.m. |
Break |
3:00 - 4:30 p.m. |
Succession Planning Part II/Exercise |
4:30 p.m. |
Adjourn for the day |
Tuesday, August 12
7:00 - 8:00 a.m. |
Breakfast |
8:00 - 9:15 a.m. |
Reinsurance 101 Marsha Cohen, SVP, Director of State Relations |
9:15 - 9:30 a.m. |
Break |
9:30 - 11:00 a.m. |
The Basics of Understanding Financial Statements Antonio M. Caxide, CFA, Consultant |
11:00 - 11:15 a.m. |
Break |
11:15 a.m. - 12:30 p.m. |
Financial Statements continued/Exercise |
12:30 a.m. - 1:30 p.m. |
Lunch & Roundtable Discussions |
1:30 - 2:45 p.m. |
Fundamentals of Asset Liability Management Edwin P. McCausland, CFA, Consultant |
2:45 - 3:00 p.m. |
Break |
3:00 - 4:30 p.m. |
Investment Perspectives for Directors Edwin P. McCausland, CFA, Consultant |
4:30 - 4:45 p.m. |
Learning Objectives Review and Wrap-Up |
4:45 p.m. |
Workshop Concludes |
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Corporate Governance Resource Center
NAMIC public policy paper on SOX application
Accommodations:In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any requests for accommodation to that disability. Please submit your request as far as possible in advance of the program.
Cancellations: All registration cancellations and transfers MUST be made in writing. Cancellation notices sent 10 or more working days prior to the start of the seminar are 100 percent refundable. Any refund due will be issued within 15 business days after receipt of the cancellation notice. Cancellation notices sent fewer than 10 working days prior to the start of the seminar are 50 percent refundable. These refunds will be processed after the event occurs. No refunds are available after August 9, 2008. You may substitute a participant at no additional charge. Please forward all requests to registrar@namic.org or fax to (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. 1032. If you have any questions regarding the seminar, e-mail lspencer@namic.org or call (800) 336-2642 ext. 1055.
What to wear: The suggested dress code for this meeting is business casual.