8:00 a.m.

Registration Opens

11:20 a.m. - 12:20 p.m.

Lunch

All FMDC and Leadership Forum attendees are invited to a buffet lunch during this time. All Leadership Forum sessions, including FMDC courses, will resume at 12:20 p.m.

12:20 – 1:20 p.m.

Mergers & Acquisitions/Financial Implications
Finance & Accounting Module
This session qualifies for 1 CPE credit (Finance)
Join us for this new, never-before-offered session on the financial aspects a board needs to consider when contemplating whether to seek a merger with another company or judging whether another company might be a good merger partner. What will be the financial impact and the implications on both companies, and what might lead to the best outcomes for the company and its policyholders? Get a new perspective on how to interpret company financial ratios and judge a company’s financial health and need to consider a merger.

Connie Costigan, PFMM
President
CFM Insurance, Inc.
Concordia, Mo.

1:20 – 1:40 p.m.

Break

1:40 – 2:40 p.m.

Strategic Business Planning
Management Module

Join David Lehman, president, Mennonite Mutual Insurance Company, as he leads directors in considering reasons for developing a strategic business plan, as well as what a workable and action-focused plan for a smaller mutual might look like and contain. Participants will study three different segments of a strategic business plan, including the strategic “Road map;” the “Business map,” and the annual “Business action plan and budget.”

David Lehman
President
Mennonite Mutual Insurance Company
Orrville, Ohio

2:40 - 3:00 p.m.

Break

3:00 - 4:00 p.m.

Board Evaluation
Management Module

Presented by Kevin Kinross, Bricker & Eckler LLP, this session will include understanding the reasons for conducting a board evaluation and the process of conducting a board evaluation and following through on the results. Mr. Kinross will also discuss how to determine if your board is really ready for an evaluation, and the benefits of utilizing outside resources in conducting it.

Kevin Kinross
Partner
Bricker & Eckler, LLP
Columbus, Ohio

4:00 - 4:15 p.m.

Break

4:15 - 5:15 p.m.

Financial Implications and Impact of Defined Benefit Plans
Finance and Accounting Module
This session qualifes for 1 CPE Credit (Finance)
Please join us as NAMIC presents a brand new course to be conducted for the first time by Thomas Totten, CEO of Nyhart Actuary and Employee Benefits. Mr. Totten will speak about how to evaluate retirement plans for your company and weigh their benefits, impacts and implications. In today’s world where more employers are turning from defined benefit (i.e. pension) to other forms of retirement plans such as 401(k) plans, it’s important to understand the differences and how they work, whether your company offers its own plan or offers it in cooperation with another company.

Thomas Totten
CEO & Actuary
Nyhart Actuary and Employee Benefits
Indianapolis, Ind.

5:15 p.m.

FMDC @ Leadership Forum Adjourns

6:00 p.m.

Optional Activity