10 a.m. – 1 p.m.

Registration - Welcome bags sponsored by Demotech

1 – 1:15 p.m.

Welcome and Introductions

1:15 – 1:45 p.m.

Opening General Session

1:45 – 2 p.m.

Break

2 – 3:30 p.m.

Concurrent Sessions

1. PFMM: Management & Leadership Principles
   This session is designed to help attendees 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 planning purpose; understand the strategic planning process and who should be involved; know what should be included in a 1, 3, and 5 year business/strategic plan; know who should be responsible for implementing the plan and monitoring progress; determine the appropriate means of reporting the progress to the directors, management and staff; understand the importance of the strategic plan in relation to underwriting, claims; and determine marketing and technology department goals and guidelines.
   
   David Lehman, President
   Mennonite Mutual Insurance Company
   Orrville, Ohio
2. PFMM Advanced: Next Level of Underwriting
   In this session, we will go beyond the basics of underwriting principles to explore strategies that will improve procedures, enhance the underwriting decision process, and lead to a more profitable book of business through cost reduction and revenue capture. We will explore how to assess current business practices, evaluate the effectiveness of those practices, identify opportunities for improvement, and determine which steps should be taken to implement improvement processes.
   
   Underwriters and executives interested in developing winning strategies for growing a more profitable business should attend this seminar in order to obtain new ideas and perspectives on achieving their goals.
   
   Elise Farnham, CPCU, ARM, AIM, CPIW, President
   Illumine Consulting
   Grantville, Ga.

3:30 – 3:45 p.m.

Break

3:45 - 5:15 p.m.

Concurrent Sessions

1. PFMM: Management & Leadership Principles (continued)
2. PFMM Advanced: Enterprise Risk Management
   In this session, we will discuss the objectives of ERM, how outside evaluators how well a company utilizes ERM practices, and how ERM can really help a company operate more successfully. We will discuss ways to get started and give you tools to tackle or improve your ERM process when you return to the office.
   
   William Panning, Executive Vice President
   Willis Re
   New York, New York
   
   David Ingram, Senior Vice President
   Willis Re
   New York, N.Y.

5:30 - 7 p.m.

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

7 – 8 a.m.

Continental Breakfast

8 – 9:30 a.m.

Concurrent Sessions

1. PFMM: Agency Relations & Development
   After attending this session, participants will know the importance of attracting qualified and professional insurance agents, understand the importance of agency contracts and agreements, know how to determine the best means of offering products and services to the agency force, understand the importance of offering competitive commission and contingency bonus plans to the agency force, understand the importance of the agency force in regard to the appropriate spread of risk for the company, understand the importance of growth and the addition of new agents for the company, understand how to cancel an agency, will know how to determine the needs of production and loss ratio requirements upon the agency force, will be able to determine the needs and requirements of technology in relation to the agency force marketing the company’s products and services, and much more.
   
   Mary Eisenhart, Consultant
   Eisenhart Consulting Group, Inc.
   Lincoln, Neb.
2. PFMM Advanced: Business Continuity – Lessons Learned From Real World Recoveries
   Everyone today backs-up their data, but should you experience an interruption, is your business really ready to restore operations? Will your employees have a place to work? Will you have access to phone and Internet if local providers are unavailable? Will you have power access if the lines are down? Agility has recovered hundreds of businesses, just like yours, over the past twenty years. In this session, we will share some stories so that you will have a better understanding of what really happens during a recovery. Take advantage of this opportunity to learn what needs to be included in your recovery plan.
   
   Michael B. Sciarrotta, CBCP, Area Director
   Agility Recovery
   Charlotte, N.C.
3. Roundtables: Governance/Board Relations

9:30 – 9:45 a.m.

Break

9:45 – 11:15 a.m.

Concurrent Sessions

1. PFMM: Agency Relations & Development (continued)
2. PFMM Advanced: Small Business Forecasting
   Most employees thought things were going pretty well. They worked at a small property and casualty company in a small Midwestern town. The company was 100 years old, and most of them had been with the company for their entire careers. It was a comfortable place to work. Everyone knew their job and most didn’t have to know or care much about what didn’t directly impact their own duties. The company President was not as comfortable. The company’s block of business wasn’t growing, yet its expenses were creeping up. Extending the revenue/expense trends showed real trouble ahead. It was hard to know what to do. Employees, agents and customers were all pretty happy. There was a great Midwestern stability and work ethic that had always served the company well. Generally things were working – except for the numbers. A careful review of the organization uncovered several problems.
   
   Bill Domings, President
   The McDonald Consulting Group
   Edna, Minn.
3. Roundtables: D&O Liability
   Discussion Leader: Pam Keeney, NAMICO

11:15 – 11:30 a.m.

Break

11:30 a.m. – 12:30 p.m.

Concurrent Sessions

1. PFMM: Human Resources
   These comprehensive sessions will cover how to structure the management and staff of the farm mutual; how to design an organizational chart; knowing the importance of written job descriptions; how to develop an employee manual; understanding the importance of confidentiality in the insurance industry; how to train new employees; understanding the hiring and firing of employees; understanding the importance of gaining knowledge of specific state and federal employment laws; knowing the importance of employee performance reviews; knowing how to keep employees motivated and dedicated to your company by offering competitive wages, benefits and working conditions; and understanding the importance of succession planning for management.
   
   Andrea Moore, CPLP, CEC, Senior Consultant
   FlashPoint
   Indianapolis, Indiana
2. PFMM Advanced: Strength Through Diversity: Understanding Our Filters— Generations, Genders, and Cultures
   In our current-day business climate, the majority of our jobs will require us to work with other people throughout any given facet of a project. Yet each person we encounter brings a variety of individual filters. Do all people have the same mind-set about ‘work’? And how do you begin to work with someone who does not have your mind-set? Never before has a workforce been so diverse. Yet there is much opportunity for success when each of us chooses to understand the uniqueness and values of various generations, genders, and cultures. Join Kathleen in this informative session and get ready to learn!
   
   Kathleen Randall, CEO
   Randall Resources International, LLC
   Cameron, Missouri
3. Roundtables: Managing Your Political Risk
   Discussion Leader: Neil Alldredge, Vice President State &Regulatory Affairs
   NAMIC
   Indianapolis, Indiana

12:30 – 1:30 p.m.

Lunch

1:30 – 2:30 p.m.

Concurrent Sessions

1. PFMM: Human Resources (continued)
2. PFMM Advanced: Managing the Agency Force / Agency Life Cycle
3. Roundtables: Results of the SWMU Study
   Discussion Leader: Bart Anderson, Sr. VP Member Services & Communications
   NAMIC
   Indianapolis, Indiana

2:30 – 2:45 p.m.

Break

2:45 – 3:45 p.m.

Concurrent Sessions

1. PFMM: Human Resources (continued)
2. PFMM Advanced: Reserving Common Sense and Rules-of-Thumb
   For small companies, loss reserving doesn’t need to be an exercise in advanced statistics and modeling. A basic understanding of the nature and purpose of reserves, along with a defensive approach will serve most companies through various markets. This presentation will focus on sensible reserving practices, including adjusting the reserves for premium growth, reserving for storm losses, the importance of accurate claim counts, setting reserves for new lines, reserving for long-tailed lines, the proper balance between case and IBNR reserves, and loss expense reserves.
   
   Stephen J. Streff, ACAS, MAAA
   Vice President
   
   Alan J. Hapke, FCAS, MAAA
   Consulting Actuary
   Streff Insurance Services
   Red Wing, Minn.
3. Roundtables: NAMIC Services – what we can do for you
   
   Discussion Leader:
   Kristen Sizelove, Assistant VP – Member Services
   NAMIC
   Indianapolis, Ind.

6 – 10 p.m.

Optional Event: Dinner and entertainment at Zanies Comedy Club
Enjoy a night of fun without leaving the resort! Dinner will begin at 6:00, and the comedy will start you laughing at 8:00. Zanies is part of the Pheasant Run property, and as a sister room of the legendary Zanies in downtown Chicago has been making resort audiences laugh with the same great talent as the original club. The club has featured the routines of nationally known comics like Jackie Mason, Pauly Shore, Bobcat Goldthwaite and Gilbert Gottfried, along with some of the country’s hottest new talents. Please note: You must be 21 to attend; the comedian will be decided closer to the date; most comics are R-rated.

The price for dinner and the comedy club is $45 per person. Dinner includes a salad, dessert, and your choice of French Style Chicken Merlot, Nut Crusted Whitefish, Tournedos of Beef, or Penne Pasta and Roasted Vegetables.

7:30 – 8:30 a.m.

Continental Breakfast

8:30 – 10 a.m.

Concurrent Sessions

1. PFMM: Public Relations and Marketing
   This session will educate attendees on how to develop a marketing mission statement and plan, how to develop a niche market for the company, know what image the company wants to establish with policyholders and agents and tie it to the marketing/branding campaign, the importance of branding the niche market of the company to agents and policyholders, how to deliver/advertise the marketing/branding mission and plan to the agents and policyholders, the importance of developing a diverse product line and competitive rating structure for all products and services of the company, and the importance of retention of policyholders/agents to the marketing plan.
   
   Jack Randall, CIC, PCLA, PFMM, EVP and Senior Consultant
   Randall Resources International, LLC
   Cameron, Missouri
2. PFMM Advanced: Maximizing Your Rating Agency Relationship
   The purpose of the session is to enhance the capability of CEOs and CFOs to interact and communicate with rating agencies and the analysts that they employ. The session will address branding your company; presenting information on reinsurance; presenting management, key personnel and board members to rating agencies; verifying the accuracy of your peer group; responding to written requests for information and financial data; and establishing rapport with analysts.
   
   Joseph L. Petrelli, President
   Demotech, Inc.
   Dublin, Ohio

10 – 10:15 a.m.

Break

10:15 – 11:30 a.m.

General Session: Leadership 2.0 – The Science Behind Great Leaders
What do highly effective leaders do differently? Is there a science to great leadership? The answer is yes and the key is learning the science of managing emotions. According to a recent Harvard study, Emotional Intelligence (EQ) is the greatest driver of success in Leadership. Leadership 2.0 focuses on the science of managing emotions more intelligently to lead more effectively. This session provides individuals with learning opportunities including increased awareness of the drivers of high performance and the key concepts of emotional intelligence; understanding the brain science of emotions that drive our behavior; increased Self-Awareness through self-assessment and interactive exercises to identify the gaps between our intention and the impact we have on others; and strategies to increase self management and self control during times of adversity, conflict and change.

Bill Benjamin, President and CEO
Institute for Health and Human Performance
Chicago, Ill.

12:30 – 6 p.m.

Optional Event: Golf Outing at the award-winning Resort Course
Enjoy 18 holes of championship golf on The Resort Course at Pheasant Run. This par-72, Maddox designed course welcomes the average player and challenges the advanced. The 6,500 yard course boasts meticulously manicured tees and tree-lined fairways. Spend time on your game at one of the putting greens or the golf academy and practice center enjoying the shade of mature maples. Club rental is available and will be paid directly to the golf course onsite. The price in 2008 for a set of Callaway clubs and two sleeves of golf balls is $60. 2009 pricing will be set after January 1.

The price for a round of golf, cart, range balls, a sleeve of golf balls, a boxed lunch, beverage, and a goodie bag is $100 per person.

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