9 a.m.

Optional Activity: Mount Washington Cog Railroad Tour

1 – 6 p.m.

Registration

6 - 8 p.m.

Kids’ Party

6:30 – 8 p.m.

Welcome Reception for registered attendees and guests

7 – 9 a.m.

Breakfast for registered attendees and guests

8 - 8:15 a.m.

Welcome & Introduction to the Conference

8:15 - 9:30 a.m.

General Session – Strategic Futures
So what does the future hold for mutual insurance companies? Will automation keep taking away jobs, or keep adding them? Will the computer on your desk outsource its own jobs to India? Will major appliances learn argue with us? Will the automation of health care lead to the automation of caring? Will things like RFID tags be implanted into people's bodies, and provide regular reports on the aggregate risks of every policyholder. Could the government require such reports to "manage" costs? Will Google start buying up insurance companies because they see a future in such a merger? And finally, how come teenagers can pay attention to ten things at once and still be, like, bored? Futurist David Zach asks some funny questions. In his thought-provoking examination of future & current trends he’ll offer some useful ideas that will help you think about the choices you'll need to make in the next few years.

As one of the very few professionally trained futurists on the planet, David Zach blends the funny with the profound in this surprisingly practical keynote to help you decide what really matters. You’ll rethink the balance between change and tradition – and the need to hold on to that which shouldn’t change. At the end you’ll find yourself either thoughtfully quiet or engaged in some of the best conversations you’ve ever had at a meeting. Dave may not be the futurist you expected, but he is the one you’ll remember.

David Zach
Futurist
Milwaukee, Wis.

9:30 - 9:45 a.m.

Break

9:45 – 11 a.m.

General Session – Moving Beyond the Financial Crisis: Creating Value Through Risk and Capital Management
Risk management creates value by maintaining solvency, driving profitable growth and achieving transparency in the marketplace. Joan will provide a practical framework for implementing value accretive strategies using risk and capital management techniques. She will support the strategies using evidence from US mutual insurers and will provide an update on the evolving role of the Board in the process.

Lastly, Joan will discuss the differences between “profit” versus “expense” efficiencies and how “profit” efficiencies can be achieved at relatively small levels of premium volume.

Joan Lamm-Tennant
Global Chief Economist and Risk Strategist
Guy Carpenter
New York City, N.Y.

11 - 11:15 a.m.

Break

11:15 a.m. - 12:30 p.m.

General Session – Creating a Leadership Pipeline
There are many factors that lead to great organizational results, but at the top of that list is great leadership. If having great leadership skills is an identifiable asset within successful organizations, is it any wonder that the most successful organizations have a vibrant, effective plan to put their leaders into a reliable pipeline that guarantees the growth of great leaders? How vibrant and intentional is YOUR leadership pipeline?

In this interactive general session, leadership and learning expert Kevin Eikenberry will help you identify the keys to building and implementing your own leadership development process to create your leadership pipeline for both short and long term success. You’ll learn why most programs fail; how to improve your existing process as soon as you get home; the components of all successful programs; and more.

Kevin Eikenberry
Chief Potential Office
The Kevin Eikenberry Group
Indianapolis, Ind.

12:30 p.m.

Day 1 Business Meetings Conclude

1 - 4 p.m.

Optional Leadership Workshop: From Idea to Implementation – the Leader’s Role - Presidential Ballroom
As leaders you know from time to time you (or your team) have a problem, and you may even have an idea for a solution but experience tells you there’s a big difference – and a long way – from idea to implementation.

In this interactive, fun and relevant session, you will look at the trail of an idea from its inception through modification and planning and finally all the way to application. More importantly, the leader’s role in each step of that process is uncovered and evaluated, including how to best engage people with both the idea and the process.

Specifically, at the end of this session you will be able to:

• Describe the critical path from idea to implementation
• Identify the barriers that stop ideas on this path
• Describe the four key drivers that propel ideas into successful long term implementation
• Outline the keys to creating personal and organization buy-in for the changes a new idea brings
• Identify the five most important things you can do as a leader to make it all happen!

This workshop will include interactive lecture, individual reflection, small group exercises and facilitated discussion. It is created specifically to allow the needs and desired outcomes of the participants to help determine the flow and pacing of the workshop.

Kevin Eikenberry
Chief Potential Office
The Kevin Eikenberry Group
Indianapolis, Ind.

12:50 p.m.

Optional Activity: Shuttles depart for the 1:30 p.m. Canopy Tour

1 p.m.

Optional Activity: Flume Gorge Tour – Porte-Cochere
Optional Activity: Cog Railroad – Porte-Cochere

1:20 p.m.

Optional Activity: Shuttles depart for the 2:00 p.m. Canopy Tour

1:50 p.m.

Optional Activity: Shuttles depart for the 2:30 p.m. Canopy Tour

4:30 - 5:30 p.m.

Young Leaders Circle Gathering – Great Hall
Young Leaders Circle is an affinity community of member company representatives from various segments of the industry who aspire as current leaders to greater responsibility and influence within the industry. The objective is to challenge, inspire and assist visionary individuals through networking, education, and social interaction to careers and service as leaders in the mutual insurance industry.

If you are a thirty- or forty-something year old leader employed by a NAMIC member company, we invite you to join this community.

7 - 9 a.m.

Breakfast for registered attendees and guests

8 - 9:30 a.m.

Concurrent Sessions

1. How to Set-up an Innovation Unit
   “Innovative” is a word rarely used when describing insurance or the insurance industry. Yet, as the risk landscape evolves, insurance companies are finding that simply sticking to their traditional solutions may no longer provide them with the necessary opportunities to remain competitive or profitable. What’s needed is an “innovation mindset” to develop creative solutions to the new, everyday problems that customers face. Join Don Mosier, SVP and Head of Innovative Solutions for Munich Reinsurance America, Inc. as he shares his experiences - challenges and successes - with managing an innovative solutions team and cultivating an innovation culture within an insurance organization.
   
   Donald Mosier
   Senior Vice President and Head of Innovative Solutions Group
   Munich Re
   Princeton, N.J.
2. Strategies to Strengthen Leadership and Maintain Freedom of Enterprise
   This session will be an interactive discussion on how the media, and government (Congress, Treasury and the Federal Reserve), have blamed the financial crisis on a failure of corporate leadership, including broad-brushing the entire insurance industry with the failures of a few, and what the mutual insurance industry can do in response to give confidence to their constituents and avoid over zealous regulation.
   
   John Beavers
   Managing Partner
   Bricker and Eckler, LLP
   Columbus, Ohio
   
   Kevin Kinross
   Lawyer
   Bricker and Eckler LLP
   Columbus, Ohio
3. Social Media – Exploring the uses in business
   This session will be a practical, hype-free and entertaining discussion about integrating social media into all levels of your business - including best practices and relevant, real-life case studies. It will include a breakdown of emerging trends and provide a peek at what's around the corner.
   
   Nathan Wright
   Social Media Strategist, Founder
   Lava Row
   Des Moines, Iowa

9:30 - 9:45 a.m.

Break

9:45 - 11 a.m.

Concurrent Sessions

1. Negotiating Compensation and Other Terms of Executive Employment in the Current Environment
   This session would simulate a negotiation between a company’s board and its executives on compensation and other terms of employment in the current environment.
   
   John Beavers
   Managing Partner
   Bricker and Eckler, LLP
   Columbus, Ohio
   
   Betsy Swift
   Lawyer
   Bricker and Eckler LLP
   Columbus, Ohio
2. Tracking the Numbers in Strategic Plans
   Once a company has charted its vision for the future and established its strategic plan, how does it measure and track progress? How does a company’s strategic plan line up with its financial statements? Should it line up? Are financial statements and strategic plans forever divergent?
   
   This session will look to ways to make sure the entire organization, from top to the bottom, can understand and track the numeric aspects of strategic plans. Our speaker will provide specific examples of successes and failures to provide insight on the importance of linking your strategic plan to your company’s financial statements.
   
   Brad Diericx, CPA
   Partner
   Johnson and Lambert and Company, LLP
   Chicago, Ill.
3. Implementing and Managing the Enterprise Risk Management (ERM) Process as a “Value Added” Solution
   This presentation conducts an overview of how to establish and refine your ERM process in order to provide a valuable risk management tool to both Senior Management and the Board of Directors. This presentation will review risk identification, establishing a risk appetite for your company, setting risk monitoring limits and imbedding an ERM process in your corporate culture that enables risks to be appropriately managed at all levels throughout your organization. Additionally, the importance of ERM for maintaining or improving your company’s rating, recognizing emerging risks and opportunities and preparing for the new risk based examinations will also be explored.
   
   Paul Ritter
   Senior Vice President & Chief Financial Officer
   Cumberland Insurance Group
   Bridgeton, N.J.

10:45 a.m.

Shuttles Begin Departing for the Golf Course

11:35 a.m.

Last Shuttle Departs

12 p.m.

Golf Outing

12:50 p.m.

Optional Activity: Shuttles depart for the 1:30 p.m. Canopy Tour

1:30 p.m.

Optional Activity: Shopping Trip to North Conway

1:20 p.m.

Optional Activity: Shuttles depart for the 2:00 p.m. Canopy Tour

1:50 p.m.

Optional Activity: Shuttles depart for the 2:30 p.m. Canopy Tour

7 - 9 a.m.

Breakfast for registered attendees and guests

8 - 9:30 a.m.

General Session – Trends and Outlook for the Insurance Industry
This information-packed presentation will provide a comprehensive overview of the outlook of the property/casualty insurance industry and provide insight on what has happened in our industry during the past year as well as what might be in store for the year ahead.

Dr. Robert Hartwig
President and Chief Economist
Insurance Information Institute
New York City, N.Y.

9:30 - 10 a.m.

Break

10 a.m. - 12 p.m.

General Session – The Value of Mutuality Panel Discussion
As mutual insurance organizations, whether in the United States, Canada or elsewhere in the world, we speak openly and affirmatively of the concept of “Mutuality,” the “Mutual Way,” “Mutualism,” the “Mutual Challenge” or similar variations.

We work hard to promote awareness and communication of our “mutuality” both in terms of its positive financial and business culture aspects as well as our differences from other insurance company structures. We try to ensure that our cooperative and community based story is heard at both the local and national political levels. That story almost always invokes the strengths of tradition, neighbor helping neighbor, community involvement, personal service, “non-profit” underwriting, policyholder membership/democracy, long term business perspectives and financial stability, absence of stock/shareholder issues (quarterly earnings, etc.), policyholder/customer service, etc., At the same time we acknowledge challenges somewhat unique in the insurance industry business relative to capital accumulation, member “ownership”, etc.

However, what does being a “mutual company” mean to the general public? Are we really so different from “other” insurers out there? Are our goals and aspirations truly different or unique, and most importantly, are our mutual values and beliefs, the ones that built our companies over 100 years ago, still relevant? Do they need to be relevant, or does it now mean something different? We’ve assembled a panel of mutual company leaders to discuss these issues.

12 p.m.

Day 3 Business Meetings Conclude

12 - 1:30 p.m.

Buffet Lunch

12:50 p.m.

Optional Activity: Shuttles depart for the 1:30 p.m. Canopy Tour

1:20 p.m.

Optional Activity: Shuttles depart for the 2:00 p.m. Canopy Tour

6 - 7 p.m.

Reception for registered attendees and guests

7 - 9 p.m.

Closing Banquet & Entertainment for registered attendees and guests
Step back in time to an era of big bands, swing dance and secret social clubs as we transform the Mount Washington Grand Ballroom into a 1940’s speakeasy.

Dinner and drinks will be accompanied by the up-beat sounds of the Back Bay Rhythm Makers. Widely recognized as one of the top swing bands in the U.S. today, the Back Bay Rhythm Makers have gained recognition for their work with Walt Disney and Warner Brothers Pictures, and backing music talents like Norah Jones and Tony Bennett.

The evening is sure to provide a taste of elegance with a beat, swing and more.

9 p.m.

Conference Concludes