12:00 - 1:00 p.m.

Registration
Sponsorships available

1:00 - 1:15 p.m.

Welcome and Introductions

Kristen Sizelove, AVP – Member Services
NAMIC
Indianapolis, Ind.

Marilyn Schwickerath, PFMM, Executive Director
Mutual Insurance Association of Iowa
West Des Moines, Iowa

1:15 - 1:45 p.m.

General Session - Farm Mutual Roadmap Update
The NAMIC Farm Mutual Conference Board recently formed a task force to identify the key challenges that face this market segment, the opportunities that lie ahead, and the strategic initiatives that must be undertaken to not only insure the survival, but also the vitality of this industry segment well into the current century. As a result, three areas were identified and deemed critical to farm mutual companies: reinsurance, product development, and human capital. This session will provide a brief overview of the progress of this essential roadmap project.

Bruce Thomas, PFMM, President & CEO
Heartland Mutual Insurance Association
Algona, Iowa

Bart Anderson, SVP – Member Services & Communications
NAMIC
Indianapolis, Ind.

1:45 - 2:00 p.m.

Break
Sponsored by Hartford Steam Boiler Inspection & Insurance Company

2:00 - 3:30 p.m.

Concurrent Sessions

1. PFMM – The Impact of Underwriting
   This session will cover many aspects of both property and liability underwriting, developing underwriting procedures, tools available, the importance of the application, identifying potential exposures and risks, evaluating rate adequacy, handling cancellations and non-renewals, the process and importance of renewals, and much more.
   
   Elise Farnham, CPCU, ARM, AIM, CPIW, President
   Illimune Consulting
   Grantville, Ga.
2. PFMM Advanced – Succession Planning
   If you haven’t been stuck in an airport lately, you may have missed the statistics and headlines over the past five years which have shown a high failure rate among CEOs for companies of all sizes. You also may not realize that one in five senior executives in Fortune 500 companies are eligible to retire now as well as 50% of the US government workforce. With the pressures of our declining economy, global competition, and a potential transition in our political landscape, leaders in all industries have largely been unable to adequately find and prepare competent successors. This session will help you understand succession planning and identify the right successors early to increase the chances that a successful transition will occur. A comprehensive, systems approach to succession planning and management will be introduced along with key trends and concepts to help you see SP&M as more than replacement planning.
   
   Paula Cope
   Cope & Associates, Inc.
   Burlington, Vt.

3:30 - 3:45 p.m.

Break
Sponsorships available

3:45 - 5:15 p.m.

Concurrent Sessions

1. PFMM – Underwriting (continued)
2. PFMM Advanced – Coaching and Mentoring Future Leaders
   Long proven to be a winning strategy, many leaders still underestimate the power of a good coach though most of us have had one. This session will help you recognize supportive and non-supportive coaching behaviors, understand the reasons and need for coaching, and become aware of opportunities for coaching and feedback. The session will also address the basics of mentoring programs which are essential to developing future leaders.
   
   Paula Cope
   Cope & Associates, Inc.
   Burlington, Vt.

5:30 – 7:00 p.m.

Welcome Reception - Enjoy this great networking opportunity! Drinks and light hors d'oeuvres will be provided.

Co-sponsored by the Mutual Insurance Association of Iowa.
Additional sponsorship available

7:00 - 8:00 a.m.

Continental Breakfast provided
Sponsored by e2Value

8:00 - 9:00 a.m.

Concurrent Sessions

1. PFMM - Underwriting (continued)
2. PFMM Advanced - Company Image and Public Relations: Extreme Makeover – the Mutual Edition
   What sets my company apart from the competition? What image comes into my client’s mind when my company’s name is brought up? Do I know if it is positive, negative, or somewhere in between? How does the image in their mind compare with the one in my mind? If the truth be known, is my mutual a good candidate for the future TV show, Extreme Makeover – the Mutual Edition??! In this session, Jack will outline effective strategies designed to proactively promote a positive company image. Attendees to this informative session will be able to understand the distinction between company image, branding, and public relations, learn the difference between active and passive company image strategies, discover the critical elements needed in developing and maintaining an effective image promotion strategy, and create ideas and explore activities to promote positive public relations.
   
   Jack Randall, PFMM, EVP and Senior Consultant
   Randall Resources International, LLC
   Cameron, Mo.
3. Roundtables - Competing in a Soft Market

9:00 – 9:15 a.m.

Break
Sponsorship available

9:15 – 10:45 a.m.

Concurrent Sessions

1. PFMM - Loss Control and Claims
   In here participants will learn about basic adjusting procedures, the development of a loss control program, inspection procedures and guidelines, estimating losses and establishing reserves, catastrophe planning and management, handling of bad faith, fraudulent claims, savage, subrogation and restitution, the importance of conducting audits and establishing a timeline for reviews, and more.
   
   Jeff Blevins, AIC, ARM, Reinsurance Representative
   WRC Group
   Rockford, Ill.
   
   Keith Schmelling, Loss Control and Claims
   McMillan Warner Mutual Insurance Company
   Marshfield, Wis.
2. PFMM Advanced – Effective Selling Skills
   Do you want to be more effective selling to your customer/agent groups? This session will focus on effective selling skills and give you the tools necessary to make each sales call effective and productive for you and your customer/agent. We’ll break down the selling process into a few easy steps that you can use every time you are in front of one of your customers/agents.
   
   Bart Anderson, SVP – Member Services & Communications
   NAMIC
   Indianapolis, Ind.
3. Roundtables – Reinsurance
   
   Discussion Leader: Keith Rollings, PFMM
   Nixa Farmers Mutual Insurance Company

10:45 – 11:00 a.m.

Break

11:00 a.m. – 12:30 p.m.

Concurrent Sessions

1. PFMM - Loss Control and Claims (continued)
2. PFMM Advanced - Effective Selling Skills (continued)
3. Roundtables – D&O Liability
   
   Discussion Leader: Pam Keeney
   NAMICO

12:30 – 1:30 p.m.

Lunch
Sponsorship available

1:30 – 2:30 p.m.

Concurrent Sessions

1. PFMM - Loss Control and Claims (continued)
2. PFMM Advanced - Underwriting Case Study
   
   Moderator: Keith Rollings, PFMM
   Nixa Farmers Mutual Insurance Company
3. Roundtables - Growth Strategies
   Participants in this session will discuss how to entice new customers without sacrificing premiums, the issue of mergers vs. growth, and the basis of rate making.
   
   Discussion Leader: Dick Main, PFMM
   Pocahontas Mutual Insurance Association

2:30 – 2:45 p.m.

Break
Sponsorship available

2:45 – 3:45 p.m.

Concurrent Sessions

1. PFMM - Ethics and Legal
   The presentation will focus on two areas—business ethics in the property/liability insurance business, and privacy in an electronic world. The business ethics component will examine the key ethical problems encountered by those working in the business, the challenges to ethical behavior arising from a negative work environment, and key approaches for improving the ethical environment of a business firm. The privacy component will examine the company’s website as a source for collecting information that must be protected by law, and the use of the company’s website as a tool for delivering mandatory privacy policy and opt-out notices, as well as for explaining the company’s policy with regard to the type, use and protection of information collected on its website.
   
   Robert W. Cooper, Ph.D., Employers Mutual Distinguished Professor of Insurance
   Drake University
   Des Moines, Iowa
2. PFMM Advanced - Loss Control Case Study
   
   Moderator: Pat Faga, PFMM
   Central Iowa Mutual Insurance Association
3. Roundtables – Employee Relations/Developing Talent
   This popular topic will include peer discussions on motivating employees, the challenges that the “XYZ” generation brings to the insurance industry, and maintaining quality employees.
   
   Discussion Leader: Mary S. Stepanek, PFMM
   Poweshiek Mutual Insurance Association

7:00 - 8:00 a.m.

Continental Breakfast provided
Sponsorship available

8:00 - 9:00 a.m.

Concurrent Sessions

1. PFMM - Technology
   The presentation will cover topics related to technology and the impacts on mutual insurance organizations. It will outline basic technology needs and requirements, how those technology requirements can cost effectively be implemented and the potential ROI of such implementation, and the impact of future technology advancements on the insurance industry.
   
   Scott Heckenlaible, President
   Digital Business Solutions Corp.
   Ankeny, Iowa
2. PFMM Advanced – Helping Managers Serve Their Boards Better – and Enjoy it More!
   This session will provide an understanding of the role and function of the board in governance of a mutual, how they provide direction by granting authority and setting limits, the role and function of management and how that differs from the role of the board, and learning how to maintain a board of competent, engaged directors who can provide direction.
   
   Edgar Stoesz
   Retired from Mennonite Indemnity
   Akron, Pa.

9:00 – 9:15 a.m.

Break
Sponsorship available

9:15 – 10:15 a.m.

General Session – Technology Case Study
Participants will be provided with technology-related case studies designed to promote discussion, creativity, and peer knowledge sharing.

Tony Wilke, PFMM, President
Little Black Mutual Insurance Company
Medford, Wis.

10:15 – 10:30 a.m.

Break

10:30 – 11:30 a.m.

General Session – Leadership Effectiveness
Leadership Effectiveness is designed to provide each participant with an opportunity to evaluate their leadership style, regardless of the number of years the participant has been in a leadership position. The session provides the participant with differing perspectives on their leadership strengths and weaknesses as viewed through the lenses of the follower in comparison to their own evaluation. The speaker’s primary purpose is to assist each participant in viewing their competency in the 17 crucial areas of leadership and their ability to maintain credibility.

Scott Rosenke, Ph.D.
Insight Management Consulting, LLC
Elizabeth City, N.C.

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