10 a.m. – 1 p.m.

Registration
Please use this time to not only pick up your packet from the registration desk, but also as a time to network and reconnect with friends and colleagues. Refreshments will also be available for you to enjoy.

1 – 1:15 p.m.

Welcome and Introductions
As a way to jumpstart the 2010 NAMIC Leadership Forum, we will recognize our 2009 PFMM Manager of the Year recipient during this time.

Kristen Sizelove
Vice President – Member Development
NAMIC
Indianapolis, Ind.

Linda Wares
Office Manager/Secretary
Belvidere Mutual Insurance Company
Belvidere, Ill.

1:15 – 1:45 p.m.

General Session: Welcome to the Lake Geneva Area
So that attendees have the opportunity to enjoy all that Lake Geneva has to offer, join us for this fun opening session. Interesting Geneva Lake facts, area history, sights to discover and more will be covered in this introduction by Tammy Dunn of the Walworth County Visitors Bureau.

Tammy Dunn
Group Services Manager
Walworth County Visitors Bureau
Elkhorn, Wis.

1:45 – 2 p.m.

Break

2 – 3:30 p.m.

Concurrent Sessions

1. PFMM: Corporate Governance
   This session will be a review of definitions and developments on the governance structure of mutual companies including policyholders, board members, and officers. It will also explain the various roles and functions of the board of directors and their key duties including the importance of good faith and the relevance of “best practices.” The significance of independent directors and conflicts of interest, board meeting practices and issues, officer liability, and the role of the audit function in governance will also be discussed.
   
   Gregg Dykstra
   Chief Operating Officer & General Counsel
   NAMIC
   Indianapolis, Ind.
2. PFMM Advanced: Strategic Visioning & Setting Direction
   In this session, the differences and relationships among mission, vision, and business purpose will be explored along with examining the importance of perspective. Attendees will gain knowledge on the importance of performance metrics, role of structural dynamics, and creating a structural map of the vision and direction of the business. A case study will be used to help apply the new knowledge that is presented.
   
   Larry R. Webber
   Managing Director
   Institute for Strategic Management
   Gettysburg, Pa.

3:30 – 3:45 p.m.

Break

3:45 - 5:15 p.m.

Concurrent Sessions

1. PFMM: Corporate Governance (Continued)
2. PFMM Advanced: Determining Appropriate Technology Investment
   Given the diversity of farm mutual insurance companies, it has been difficult to determine which technology investments are appropriate for each company. This session will discuss the technologies that make sense for farm mutuals at different financial positions, as well as guides for determining return on investment. It will also provide several real examples of successful and failed technology investments from mutuals all over the country.
   
   Chris Reynolds
   CEO
   Intuitive Web Solutions
   Springfield, Mo.

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: Financial Management
   This session is required for those working towards their PFMM.
   This course is designed to review the basic understanding of the financial issues a farm mutual manager will face. These include insurance accounting, managing the growth of premium, and the importance of rate adequacy. Other issues of importance that will be discussed during this presentation include the understanding of: the importance of adequate surplus and reserves, the affect of unearned premium as a liability, and how to develop a budget and establish benchmarks to monitor success.
   
   Bradley S. Diercx, CPA
   Partner
   Johnson Lambert & Co. LLP
   Arlington Heights, Ill.
2. PFMM Advanced: Board Governance Issues
   In this session, we will discuss practical tips and strategies for practicing good governance including developing governance documents and effective board meeting agendas, implementing effective committee structures, and helping your board to understand the difference between the role of the board and the role of management. Our speaker served on the NAMIC Corporate Governance Task Force, led in the development of the Directors Education Series, and has served a speaker on this subject at other NAMIC events.
   
   James J. Kennedy, CPCU
   President and CEO
   Ohio Mutual Insurance Company
   Bucyrus, Ohio
3. Roundtables: The Pitfalls of Technology and What We Can Learn from Others
   In this round table discussion, share successes and failures in your company’s technology investment. Come and learn what others have done to help their companies succeed and what traps to avoid.
   
   Discussion Leader
   Chris Reynolds
   CEO
   Intuitive Web Solutions
   Springfield, Mo.

9:30 - 9:45 a.m.

Break

9:45 – 11:15 a.m.

Concurrent Sessions

1. PFMM: Financial Management (Continued)
2. PFMM Advanced: Managing Across Generations
   In this session, you can expect to learn about the differences between generations in your workplace. From that knowledge, key management issues that you may face as a result of several generations in your company will be discussed. Finally, a significant amount of time will be focused on attracting and retaining for mutual insurance companies.
   
   James R. Jones, MBA, CPCU, AIS, ARM, AIC
   Director
   Katie School of Insurance and Financial Services
   Normal, Ill.
3. Roundtables: The Impact of Important Federal Affairs Issues from an Operational Perspective
   
   Discussion Leader
   Neil Alldredge
   Senior Vice President – State & Policy Affairs
   NAMIC
   Indianapolis, Ind.

11:15 – 11:30 a.m.

Break

11:30 a.m. – 12:30 p.m.

Concurrent Sessions

1. PFMM: Reinsurance
   This two-part presentation will provide an overview of the purposes of reinsurance and how reinsurance can be used effectively in the company’s operations. By the end of both sessions, participants will learn about the relationship between the mutual and reinsurance company, how to use reinsurance effectively, setting retentions and limits, and much more.
   
   Gary D. Myers
   President/CEO
   Cameron Mutual Insurance Company
   Cameron, Mo.
2. PFMM Advanced: Understanding & Marketing the Benefits of Farm Mutuals
   Need to spark some ideas about how to effectively market to agents and your policyholders? Join us for an interactive session led by a fellow industry leader who knows the benefits of marketing as a mutual company to the various constituencies we serve.
   
   Richard Keith
   President
   The IMT Group
   West Des Moines, Iowa
3. Roundtables: Human Resources Issues
   
   Discussion Leader
   James R. Jones, CPCU, ARM, AIC, AIS
   Director
   Katie School of Insurance and Financial Services
   Normal, Ill.

12:30 – 1:30 p.m.

Lunch

1:30 – 2:30 p.m.

Concurrent Sessions

1. PFMM: Reinsurance (Continued)
2. PFMM Advanced: Social Media as a Tool to Market to the Next Generation
   Gen X, Gen Y and Millennials are making life decisions with a new set of influencers driving their learning and decision process. Social media platforms like Twitter, Facebook and YouTube are changing the way these new customer bases become educated about their options (and the issues that prompt them) in a completely different way than previous generations. James Burnes, Founder & Principal of Project Brilliant, will explore trends and research in how social media is impacting the buying process of these key demographics and discuss key strategies in engaging and influencing these prospective insurance and related financial products customers for NAMIC members.
   
   James Burnes
   Founder & Principal
   Project Brilliant
   Indianapolis, Ind.
3. Roundtables: Understanding Issues and Exposures of Your D&O/E&O Policy
   Be among one of the first to hear about NAMICO’s newly revised Combined ICPL and D&O Policy that will be released mid-2010. There will be explanation of the new coverage enhancements and discussion on what is provided and excluded in the policy. This will also be a time to ask questions of NAMICO staff about your important Directors and Officers policy and coverages.
   
   Discussion Leader
   Pam Keeney
   Vice President of Underwriting & Insurance Operations
   NAMICO
   Indianapolis, Ind.

2:30 – 2:45 p.m.

Break

2:45 – 3:45 p.m.

Concurrent Sessions

1. PFMM: Reinsurance (Continued)
2. PFMM Advanced: Preparing for Mergers and Acquisitions
   When a company is preparing for mergers and acquisitions, emotions can run high for all parties involved. During this presentation, John W. Cook, III will equip attendees with the necessary information to make this transition as smooth as possible. Topics to be covered include: negotiating engagement letters with the correct experts, how to use letters of intent, how due diligence out to work, retaining the right experts, and the common pitfalls in negotiating transaction terms. Role-play exercises will also be used for further understanding.
   
   John W. Cook, III
   Attorney
   Bricker & Eckler LLP
   Columbus, Ohio
3. Roundtables: Stretching Your Operating Dollar
   
   Scott Krum
   General Manager
   McMillan Warner Mutual Insurance Company
   Marshfield, Wis.

7:30 – 8:30 a.m.

Continental Breakfast

8:30 – 10:30 a.m.

General Session: Past, Present, and Future of Farm Mutuals
This session is required for those working towards their PFMM.

This session is designed to give attendees a history of mutual insurance including how it originated, the differences between mutual companies and other companies, as well as the structure of a mutual company. It never hurts to have a review of the basic information on how our industry began or is structured. Also featured in this presentation is a discussion about the state and federal issues farm mutuals face, as well as how farm mutuals can change and evolve in an ever-changing industry.

Chuck Chamness
President & CEO
NAMIC
Indianapolis, Ind.

10:30 – 10:45 a.m.

Break

10:45 a.m. - 12:00 p.m.

General Session: Blast Away Procrastination: Get it done now
This session is required for those working towards their PFMM.

Are you overwhelmed with all of your day-to-day duties that you seem to keep putting off? Has your to-do-list grown so long that it is prohibiting you from being as effective of a manager as you could? "Recovering procrastinator" Rita Emmett will give you not only strategies and techniques for breaking the procrastination habit, but help you craft your own personal action plan to carry out after the seminar.

Rita Emmett
President
Emmett Enterprises, Inc.
Des Plaines, Ill.

12:00 p.m.

Meeting Adjourns