Sep 23 - 26, 2018 | San Antonio, Tex.

Educational Sessions and Workshops
Topics & Speakers

A significant part of Annual Convention is the opportunity to listen to industry leaders and experts in our keynote address along with concurrent sessions and workshops. We have gathered the best and brightest minds to power this event and help our attendees seek answers and solutions to the biggest challenges facing P/C company leaders right now. All sessions and workshops are open to all registered attendees and exhibitors.

The networking and educational resources are strong. In addition, the conference provides an efficient opportunity to meet with a wide variety of vendors and partners.

David Gautsche - President & CEO, Goodville Mutual Casualty Company

Keynote Speakers

Monday, September 24, 2018 | 9:30 – 11:30 a.m.

Shannon Huffman Polson

Author and U.S. Army Apache Helicopter Captain and Pilot

As one of the first women to fly the Apache helicopter in the U.S. Army, Polson's career spans almost a decade as an Army officer and attack aviation leader around the globe, as well as five years leading and managing in the corporate sector at Guidant and Microsoft. Polson is committed to leadership for lives that matter.

Using dramatic storytelling alongside practical lessons and real- life takeaways, Polson uses her experience in the cockpit and the boardroom to speak and write leading companies and organizations across the country and around the world to overcome resistance, connect to their core purpose, lead from the heart and commit to courageous ownership under the most challenging conditions.

Tuesday, September 25, 2018 | 9:00 – 10:00 a.m.

Carly Fiorina

Former CEO of Hewlett-Packard and former 2016 Republican presidential candidate

When Carly Fiorina took over the helm as CEO of Hewlett-Packard, the technology industry was in its deepest downturn in 25 years. With a mandate to transform this complacent firm, Fiorina, through her visionary leadership—inspiring others to see a different future—and the gutsy acquisition of Compaq Computer Corporation, doubled revenues, achieved the highest rate of innovation in company history and set the stage for Hewlett-Packard to become the world’s first $100B technology company. Drawing from these trailblazing experiences at Hewlett-Packard and her celebrated career at AT&T and Lucent Technologies, Fiorina shares with audiences her unparalleled wisdom on how leaders and organizations must adapt to change in a world of transition and stand up to conventional wisdom in order to shape the future and change the world. Called “The Most Powerful Woman in Business” by FORTUNE magazine—and the first woman to lead a Fortune 20 company—Fiorina’s best-selling memoir, Tough Choices, has been translated into 12 languages. In 2015, she announced she would seek the Republican nomination for President of the United States, capturing national attention for her platform of citizen government.

Wednesday, September 26, 2018 | 9:30 – 11:30 a.m.

Steve Battista

Former Senior Vice President, Brand, Under Armour, Inc.

Steve Battista, writer and master storyteller, is best known as the builder of the Under Armour brand, the ultimate disrupter of the past 20 years that busted open the sporting goods industry with his “Protect This House” campaign. Steve’s strategy of building the brand rather than focus on emotionless product marketing helped bust through the global leaders like Nike and Adidas, to take the small t-shirt company to a $5 billion global phenomenon. Steve draws from his experiences and strategic moves to reveal how businesses, like Under Armour, succeed by building an authentic brand by sidestepping the normal marketing strategy to win the hearts and minds of athletes all over the world. His presentation details how to build and protect a brand through emotional campaigns, amazing brand experiences, genuine product placement, savvy digital marketing…and how you can apply these strategies to build your brand and tell your story.

Educational Sessions and Workshops

Schedule subject to change without notice


Monday September 24, 2018

9:30 – 11:30 a.m.

Opening Session and Keynote
Join us for the energetic kick off for the in-person and virtual audience as we broadcast the start of the 123rd NAMIC Annual Convention in grand style featuring a vibrant story where the industry comes together. Hear inspirational remarks from NAMIC’s President & CEO Chuck Chamness and Chairman of the Board Paul Ehlert, followed by our keynote speaker address. Tenacity, determination, grit and an innate ability to lead have defined Shannon Huffman Polson. An adventurous young woman, she summited Mount McKinley – now Denali; at the time, she was the youngest woman to complete the attempt. From there, she was commissioned in the Army and became one of the first women to fly the Apache attack helicopter. Through her leadership and aviation skills, Shannon earned the right to lead two flight platoons and was the first woman to command an Apache flight company in the 2nd Infantry Division. With real-world stories and insights from inside and outside the cockpit, she offers tangible leadership lessons for audience members to seek out their own targets and incorporate them into their professional lives. By examining everyday leadership and situational challenges, Shannon empowers others to effectively lead and thrive in any dynamic environment.

Shannon Huffman Polson
Author and U.S. Army Apache Helicopter Captain and Pilot

2:00 – 3:00 p.m.

Educational Sessions and Workshops

  1. Mutual Data Project, Consumer Survey, and Industry Update
  2. This session will provide a summary of recent mutual insurance industry performance metrics benchmarked against stock insurers as well as the overall property/casualty insurance industry. Included within the analysis will be the results of NAMIC’s 2018 insurance consumer survey, which will provide insights related to consumer sentiments and attitudes toward the property/casualty insurance industry in general and mutual insurers in particular. The session will conclude with a concise financial overview and outlook for property/casualty insurance and the economic environment in which the industry operates. It will examine results for 2018 so far and provide a look ahead to 2019 and beyond.

    Robert P. Hartwig, Ph.D., CPCU
    Director, Center for Risk and Uncertainty Management
    University of South Carolina
    Columbia, S.C.

  3. Changing Customer Expectations in a 24/7 World
  4. How is technology changing the insurance industry? Technology and advanced analytics are creating an environment where insurers can be much more engaged with individual customers. Technology is transforming customer expectations when it comes to sales and service while enabling insurers to create competitive advantage in a more effective and efficient manner. Modern-day tools such as sensors, telematics, and wearables allow carriers to not just get involved and interact with the individual risk but assess what’s going on around the world in which risk lives. This session will discuss how insurers are harnessing technology to move beyond risk protection to risk prevention and what this means for consumers.

    Serhat Guven, FCAS, MAAA
    Senior Director
    Willis Towers Watson
    Dallas, Texas

  5. Web-Based Services: Practical Considerations for Insurance Carriers
  6. This session qualifies for FMDC credit in the Operations & Insurance module course name: Emerging Operations Issues
    Insurers have increasingly utilized web services to manage processing, operations, data, and distribution. This session will explore a broad range of options available to insurers and examine key considerations in the evaluation and selection process.

    Phil Reynolds
    CEO and Founder
    Britecore
    Springfield, Mo.

  7. Customer Experience Case Study: A Journey to Excellence
  8. USAA is known for its world-class employees. To complement the exceptional customer service, USAA is using the latest technologies, data, and analytics to better map customer experiences and design an even better customer journey. This session will focus on how USAA is developing end-to-end experiences to increase the speed of claims handling and provide services to ensure its members recover more quickly with ease. By highlighting case-study examples, this session will show you how USAA is on a journey to create enhanced customer experiences for the military community.

    Tim Ungashick
    Vice President, Chief Underwriter
    USAA
    San Antonio, Texas

  9. Reinsurance Panel Discussion
  10. This session qualifies for FMDC credit in the Operations & Insurance module under course name: Reinsurance
    For most mutual companies, reinsurance is a significant expense, yet it’s vital to protect their balance sheets. Reinsurance providers today do more than just provide reinsurance. As a small company, what is reasonable for you to expect in terms of modeling, enterprise risk management assistance, rating agency advisory, help with new product development or geographic expansion, planning, and other consulting services? Join us for this interactive discussion that will provide insight on the reinsurance partnership.

    Marty Arnold | Moderator
    Senior Vice President
    SECURA Insurance
    Appleton, Wis.

    Jessica Arbittier, ARe | Panelist
    Senior Vice President
    Guy Carpenter
    Philadelphia, Penn.

    Craig Beardsley | Panelist
    Senior Vice President, Treaty Underwriting Manager
    Gen Re
    Stamford, Conn.

    John K. Smith, CRM, CIC, CPCU | Panelist
    President and CEO
    Pennsylvania Lumbermens Mutual Insurance Company
    Philadelphia, Pa.

    Paul Stueven, PFMM, FMDC | Panelist
    CEO and Treasurer
    Fairmont Farmers Mutual Insurance Company
    Fairmont, Minn.

  11. The Case for Diversity and Inclusion: How Companies Can Pave the Road for the Next Generation of Female Executives
  12. This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification.
    When roughly 94 percent of Fortune 1000 CEOs are men, what qualities drive the 6 percent who are women to the most elite reaches of corporate leadership? Based on Korn Ferry research in partnership with the Rockefeller Foundation, this engaging session will discuss key findings from the recent whitepaper published by Korn Ferry that focuses on the case for diversity and inclusion in the workplace. It will provide insight on how companies can pave the road to success and experience positive bottom line results utilizing a diversity and inclusion roadmap.

    Raj Ramachandran
    Senior Partner
    Korn Ferry
    Austin, Texas

  13. Connect Differently: The Evolution of Automobile Technology and the Impact to Insurance
  14. The U.S. automotive insurance market will face numerous challenges in 2018 and beyond. As the industry works to meet the demands of an increasingly digital customer base, it is dealing not only with changing consumer expectations, but also with vehicles that are becoming more complex. As automakers have responded to government regulation on fuel economy, emissions reductions, safety, and other factors, new products and technologies have been developed that have led to a much more technologically sophisticated vehicle fleet.

    Susanna Gotsch
    Director and Industry Analyst
    CCC Information Services, Inc.
    Chicago, Ill.

  15. Dive In Festival: Approaches for Creating an Inclusive Workplace for Companies of All Sizes Panel Discussion
  16. This session qualifies for 1.0 CPE credit in the Personnel/Human Resources field of study.
    This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification.

    Companies no longer view diversity and inclusion as a business recommendation but as a significant factor in building a strong, successful future. Now is the time for inclusion and the industry must transition from talk to action. Gain real-world perspectives and actionable advice to apply to your organization. Explore the insurance industry’s journey of inclusion and its current state and accept the call to action armed with the tools needed to create an inclusive workplace. #time4inclusion

    Day Bishop | Moderator
    Director, Insurance Consulting and Technology
    Willis Towers Watson
    New York, N.Y.

    Margaret Resce Milkint | Moderator
    Managing Partner
    The Jacobson Group
    Chicago, Ill.

    LoriAnn Lowery-Biggers | Panelist
    Co-Founder and CEO
    BellaVaughan, Inc.
    Southlake, Texas

    Maria Cantu | Panelist
    Vice President, Property Claims
    USAA
    San Antonio, Texas

    Randy Termeer | Panelist
    Head of Personal Auto — Domestic and Global
    USAA
    San Antonio, Texas

    Mark C. Russell, CPCU | Panelist
    President and CEO
    Ohio Mutual Insurance Group
    Bucyrus, Ohio

2:00 – 3:00 p.m.

PFMM Session: Loss Control
This session is required for those registered for PFMM courses at convention.
This session examines how to develop a loss control program, including a review of basic inspection procedures and guidelines. By the end of this course, you should be able to:

  • Recognize basic adjusting procedures;
  • Develop a loss control program - how to get started, the inspection process and claims files;
  • Identify items to include in the inspection process - diagrams, photos, etc.;
  • Understand inspector/adjuster training options;
  • Understand the process of estimating losses and establishing reserves; and
  • Develop plans for handling catastrophic events (available resources, back-up plan testing, emergency communication, etc.)

Chris Feldt, PFMM
Manager
Heartland Mutual Insurance Company
Belleville, Ill.

3:30 – 4:30 p.m.

Educational Sessions and Workshops

  1. Case Study: Interfacing with Customers Through an App
  2. This session qualifies for 1.0 CPE credit in the Information Technology field of study.
    This session will provide a case study review of Mutual of Enumclaw’s Best in Category Award in Innovation winning project MOEstimate, which allows claimants to take photos of vehicle damage with their phones, submit those photos, and receive approved estimates for repairs within hours. This customer-friendly app has improved Mutual of Enumclaw’s customer service scores, significantly reduced the average estimate time from eight days to three hours and reduced the process time for payment from 22 days to nine days. Not only has this positively impacted the customer experience, it has freed up claims staff to focus on more complicated cases. This new technology was created in collaboration with Snapsheet and is adaptable for other mutual carriers. Learn more about this award-winning technology and how your company might be able to adapt it to your business.

    Michele Wyatt
    Vice President and Chief Claims Officer
    Mutual of Enumclaw Insurance Company
    Enumclaw, Wash.

  3. Insurtech: Current State and Future Direction of Insurance Product Start-Ups
  4. In this session, attendees will learn about the disruptive forces impacting the insurance industry. They will gain information on new trends and technologies that will help transform the insurance industry and identify key players that are driving this change. Currently, a large sector of innovative developments are focused on improving the customer experience including the quoting, servicing, and claims process. In this session, attendees will gain the value these digital trends can bring to mutual insurance companies and their customers. Additionally, attendees will learn about what makes a good innovation and technology partner. They will also learn what is needed to make a successful partnership and gain the most value of an accelerator.

    Bob Mozeika
    Innovation Executive
    Munich Re, US
    Princeton, N.J.

  5. The Evolution of Automobile Technology and the Impact to Insurance (Repeat)
  6. The U.S. automotive insurance market will face numerous challenges in 2018 and beyond. As the industry works to meet the demands of an increasingly digital customer base, it is dealing not only with changing consumer expectations, but also with vehicles that are becoming more complex. As automakers have responded to government regulation on fuel economy, emissions reductions, safety, and other factors, new products and technologies have been developed that have led to a much more technologically sophisticated vehicle fleet.

    Susanna Gotsch
    Director and Industry Analyst
    CCC Information Services, Inc.
    Chicago, Ill.

  7. Board Succession Planning for Mid-Size and Larger Insurers
  8. Boards benefit from — and should plan for — the addition of new skills and perspectives in the boardroom. This session explores how mid-size and larger Insurer boards can take a more strategic approach to planning for their own succession. What is the ideal composition for our board? What can we learn from broader trends in corporate boardrooms? How can we identify and recruit the best new directors to our board? Attendees will gain valuable insight into the board succession planning process.

    George Anderson
    Partner
    Spencer Stuart
    Boston, Mass.

  9. Board Refreshment and Succession Planning for Small Companies
  10. This session qualifies for FMDC credit in the Management module under course name: Board Recruitment
    As the insurance industry continues to evolve, boards must also consider their composition and skills to meet the changing needs of their companies. This session will focus on the importance of board succession planning as part of a director’s fiduciary duty to the organization and developing a board succession plan for planned vacancies and board refreshment. We will discuss the benefits of having a well-defined orchestrated succession plan and how to structure the board to help achieve strategic goals and become future oriented; utilize a skills assessment to focus recruitment efforts; and create a process to recruit and attract new board members.

    Kevin Kinross
    Partner
    Taft Stettinius & Hollister LLP
    Columbus, Ohio

  11. Managing People Who Are Not Like You
  12. This session qualifies for 1.0 CPE credit in the Personnel/Human Resources field of study.
    This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification.

    If you're in a diverse team, you know employee differences can cause miscommunication, lower trust, and hurt productivity. But it doesn't have to be this way. The people you work with may be from a different generation, different culture, different race, different gender, or a different philosophy toward work and life in general, but you need to work together toward a common goal. This session explains how to dial down the differences, smooth out the friction, and play upon each other's strengths to become more effective, more productive, and less stressed. The keys are to find the common ground and identify hidden conflicts that hurt productivity.

    Kelly McDonald
    President
    McDonald Marketing
    Denver, Colo.

  13. Connect Differently: Economic Update
  14. This session qualifies for 1.0 CPE credit in the Economics field of study
    This session will focus on trends, challenges, and opportunities in the property/casualty insurance industry. Our speaker will provide a comprehensive overview of the industry and give insights on what has happened during the past year as well as what might be in store for the year ahead.

    Robert P. Hartwig, Ph.D., CPCU
    Director, Center for Risk and Uncertainty Management
    University of South Carolina
    Columbia, S.C.

  15. Dive In Festival: Leading Above the Line: A Comprehensive Approach to Creating a Culture of Courageous Civility
  16. This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification.
    It's not enough to be compliant. It’s time for inclusion. Our world now demands companies provide a comprehensive approach to creating a culture of diversity and inclusion. Attend our interactive program to expand your mindset, connect with others, and learn a practical approach to building a culture that positions everyone to thrive together.

    Day Bishop | Moderator
    Director, Insurance Consulting and Technology
    Willis Towers Watson
    New York, N.Y.

    Margaret Resce Milkint | Moderator
    Managing Partner
    The Jacobson Group
    Chicago, Ill.

    Rebecca Braitling | Panelist
    Founding Partner
    InspiraWork
    Liberty Corner, N.J.

    Suzanne Covelli-Buntley | Panelist
    Founding Partner
    InspiraWork
    Grand Haven, Mich.

3:30 – 4:30 p.m.

PFMM Session: Loss Control
This session is required for those registered for PFMM courses at convention.
This session examines how to develop a loss control program, including a review of basic inspection procedures and guidelines. By the end of this course, you should be able to:

  • Recognize basic adjusting procedures;
  • Develop a loss control program - how to get started, the inspection process and claims files;
  • Identify items to include in the inspection process - diagrams, photos, etc.;
  • Understand inspector/adjuster training options;
  • Understand the process of estimating losses and establishing reserves; and
  • Develop plans for handling catastrophic events (available resources, back-up plan testing, emergency communication, etc.)

Chris Feldt, PFMM
Manager
Heartland Mutual Insurance Company
Belleville, Ill.

Tuesday, September 25, 2018

9:00 – 10:00 a.m.

Tuesday Keynote
Join us for a high-powered keynote with a political focus.

Carly Fiorina
Former CEO of Hewlett-Packard and former 2016 Republican presidential candidate

10:00 – 10:30 a.m.

Professional Development Lounge: Control Conflict! Collaborate More. React Less.
Conflict happens. Everyone approaches conflict differently but usually in a way that makes them feel most comfortable. For some, this may be direct confrontation, but for others, it may be avoidance. As a professional who deals with difficult situations each and every day, you’re expected to assess each conflict on an individual basis while resisting the innate urge to drift into your personal comfort zone. Having the skills to resolve intense and stressful opposing opinions effectively is one of the biggest challenges in today’s business world and is vital to success. This program uncovers results-focused strategies to help prevent, minimize, and resolve conflict in the workplace, to help work more collaboratively with both internal and external customers, to achieve successful outcomes, and to strive for enhanced relationships.

Tracy Butz
Leadership Speaker and Author
Think Impact Solutions
Thornton, Colo.

10:30 – 11:30 a.m.

Educational Sessions and Workshops

  1. CAT Models in the Aftermath of the 2017 Storm Season
  2. Last year was a challenging one for insurers with the first major landfalling hurricane in more than a decade, a 1,000-year-flood event in Houston, and wildfires destroying nearly 9,000 structures in California. Highly granular flood and wildfire hazard models when combined with component-based reconstruction costs provided insurers with very accurate loss estimates. This presentation will focus on how hazard risk models performed in predicting insured losses in 2017 and a discussion of lessons learned.

    Howard Botts, Ph.D.
    Chief Scientist
    CoreLogic
    Pacific Palisades, Calif.

  3. Practical Uses of AI and the Future of Robotics
  4. Artificial intelligence and robotic process automation technologies have moved quickly along the hype cycle and are now being used by leading insurance companies to improve their underwriting and operational processes. However, as with all new disciplines, they come with a mess of confusing technical jargon, uncertainty about application, and low success rates. Insurance executives are trying to keep up with the competition while avoiding wasting money on empty promises. What is the difference between AI and RPA? What is a bot? How can these technologies benefit your business? In this session, these questions and more will be answered and a simple framework for considering the application of AI and automation technologies within your business will be presented.

    John Connors
    Chief Information Officer
    Gen Re
    Stamford, Conn.

  5. Actionable Employee Engagement Strategies for Employee Retention

    This session qualifies for 1.0 CPE credit in the Personnel/Human Resources field of study.
    This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification.

    In a digital world with increasing transparency and the growing influence of millennials, employees expect a productive, engaging, enjoyable work experience. Rather than focus narrowly on employee engagement and culture, organizations are developing an integrated focus on the entire employee experience, bringing together all the workplace, human resources, and management practices that impact people on the job – creating an “employee engagement experience program”. Join this informative session to learn how to create a relevant and effective employee engagement experience program in order to adapt to the changing interests of future insurance leaders.

    Suzanne Ruland
    Chief Engagement Officer
    The Ruland Group
    Waterford, Wis.


  6. Corporate Culture – Your Invisible Asset
  7. This session qualifies for FMDC credit in the Management module under course name: Leadership Skills
    This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification.

    Peter Drucker once said that “culture eats strategy for breakfast.” If culture is that important to organizational success, it makes sense for every leader to explore this invisible asset in more depth. Every organization has a culture, and whether it is positive or negative is up to the leaders to determine. In this session, we will examine what culture is, how it is formed, and how to know if it is not positive. We will look at examples of good and bad cultures and how culture can impact the bottom line. We will explore the roles that management and the board play in corporate culture as well as how leadership impacts culture.

    James Kennedy, CPCU
    Consultant
    Taft Business Consulting
    Fort Myers, Fla.

  8. American Law Institute Restatement of the Law of Liability Insurance
  9. When judges are confronted with complex and novel legal questions about how the law is meant to be applied in a case, judges will often consult an American Law Institute-authored Restatement of the Law. This session will describe the deeply flawed ALI Restatement of the Law, Liability Insurance and discuss the potential harm to property/casualty insurance companies. Additionally, attendees will learn about NAMIC’s new model legislation to mitigate the impact of the problematic restatement.

    Erin Collins, MPA, IOM
    Assistant Vice President – State Affairs
    NAMIC
    Midlothian, Va.

  10. Practical Considerations for Strategy: Understanding the Board’s Role in Strategic Planning
  11. This session qualifies for FMDC credit in the Management module under course name: Strategic Business Planning
    This workshop will address practical considerations of the various aspects of organizational strategy. It will explore approaches to setting strategy and discuss the role of the board and the role of management in the process. It will also focus on how to communicate strategy as well as how a board can monitor implementation and provide an overview of the strategic visioning process. The session is designed to be interactive and encourage robust discussion. Participants will take home concrete examples and resources to apply back in the board room.

    Randy Gerdes
    Vice President, Chief Strategy Officer (Ret.)
    CopperPoint Insurance Companies
    Phoenix, Ariz.

  12. Connect Differently: Interview with Carly Fiorina
  13. Join us for a candid one-on-one conversation with keynote speaker Carly Fiorina in the Connect Differently studio. It will focus on her time as the former CEO of Hewlett Packard and her experience running as a candidate in the historic 2016 Republican presidential primary race.

    Carly Fiorina
    Former CEO of Hewlett-Packard and former 2016 Republican presidential candidate

  14. Things the Board Does That Drive Management Crazy Panel Discussion
  15. This session qualifies for FMDC credit in the Management module under course name: Role of the Board.
    You won’t want to miss this entertaining, candid, and informative panel discussion in which retired CEOs, board directors, and a governance expert share their experiences working with managers. Our moderator will pose anonymous questions and scenarios taken from real-life experiences to provide unique perspectives on the board/management relationship. It will focus on areas in which management and boards need to understand their roles in order to be most effective in managing an organization.

    Kevin Kinross | Moderator
    Partner
    Taft Stettinius & Hollister LLP
    Columbus, Ohio

    Amy Goughnour, PFMM | Panelist
    Manager
    Steele Traill County Mutual Insurance Company
    Finley, N.D.

    Steven D. Linkous | Panelist
    President and CEO
    Harford Mutual Insurance Company
    Bel Air, Md.

    Sandy Parrillo, CPCU, CIC | Panelist
    President and CEO
    Providence Mutual Fire Insurance Company
    Warwick, R.I.

10:30 – 11:30 a.m

PFMM Session: Claims
This session is required for those registered for PFMM courses at convention.

This session examines how to develop a claims procedure and identifies the basic steps and best practices. By the end of this course, you should be able to:

  • Handle bad faith and fraudulent claims properly;
  • Determine how to reclaim your dollars after the loss - salvage, subrogation, and restitution;
  • Understand the importance of conducting claims file audits and establishing a timeline for reviews;
  • Understand the customer service aspect of claims;
  • Recognize the role of governance in claims handling - how should you act and what is within your authority; and
  • Identify what auditors are looking for in reserves on claims after an adjuster inspects a property.

Chris Feldt, PFMM
Manager
Heartland Mutual Insurance Company
Belleville, Ill.

11:00 – 11:30 a.m

Professional Development Lounge: Perfecting Your Elevator Pitch With Poise and Polish
When you are approached by new acquaintances, individuals you haven’t seen for some time, or when meeting business colleagues you want to impress, how do you respond to common questions related to what you do for a living? Instead of choking or reacting poorly, perfect your “elevator pitch” by preparing and then delivering it in a clear, concise, and confident manner. The truth is, how we communicate and articulate our thoughts significantly influences the perceptions others have of you, your organization, and the services offered. Never again be caught off-guard. Learn a flawless strategy to express yourself with poise and polish over endless and unclear pontification.

Tracy Butz
Leadership Speaker and Author
Think Impact Solutions
Thornton, Colo.

1:00 – 2:00 p.m.

Educational Sessions and Workshops

  1. Blockchain as a Non-Traditional Disruptor
  2. This session qualifies for 1.0 CPE credit in the Information Technology field of study.
    Imagine a world in which paperwork is minimized, if not eliminated. An insurance industry in which claims are verified and handled in real time and policy applications are approved or rejected immediately. Imagine if fraud were reduced using a decentralized ledger. Imagine how much money this increasing automation would save your business. Imagine how much cheaper insurance could become as the savings are passed on to consumers. With the advent of blockchain, this session describes how an increasingly automated world is not far off, and it presents a world of opportunity for players in the industry.

    Patrick Schmid, Ph.D.
    Vice President
    The Institutes: RiskBlock Alliance
    Malvern, Pa.

  3. E&O and D&O Cases – Lessons Learned
  4. This session qualifies for FMDC credit in the Management module under course name: Directors and Officers Liability
    This presentation will focus on liability topics for insurance companies, such as employment practices, insurance bad faith, and cyber liability for companies as well as directors and officers. The session will begin with a refresher of basic liability elements and proceed to discussions of popular liability issues as well as the plaintiffs’ favorite tool – the Reptile Theory. A discussion of attitudes and process/procedural stumbling blocks that generate liability claims will follow. The session will close with real-life examples, including some drawn from NAMICO’s files – with suitable anonymity.

    Timothy F. Sullivan, RPLU
    President and CEO
    NAMIC Insurance Company, Inc. (NAMICO)
    Indianapolis, Ind.

  5. Actionable Employee Engagement Strategies for Employee Retention (Repeat)
  6. This session qualifies for 1.0 CPE credit in the Personnel/Human Resources field of study.
    This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification.

    In a digital world with increasing transparency and the growing influence of millennials, employees expect a productive, engaging, enjoyable work experience. Rather than focus narrowly on employee engagement and culture, organizations are developing an integrated focus on the entire employee experience, bringing together all the workplace, human resources, and management practices that impact people on the job – creating an “employee engagement experience program”. Join this informative session to learn how to create a relevant and effective employee engagement experience program in order to adapt to the changing interests of future insurance leaders.

    Suzanne Ruland
    Chief Engagement Officer
    The Ruland Group
    Waterford, Wis.

  7. Cannabis – From Criminality to Commercial Enterprise: History and Developments for Insurers
  8. This session qualifies for FMDC credit in the Operations & Insurance module under course name: Emerging Risks
    More than half of the United States has legalized some form of medical or recreational marijuana, but the substance remains illegal at the federal level. This has created a complex web of conflicting laws and regulations for cannabis and the businesses, like insurers, that may interact with it either involuntarily or as a potential market opportunity. This session will provide an overview of the development of cannabusiness, its intersection with different insurance products, and the potential issues facing insurers.

    Jonathon Bergner
    Assistant Vice President – Federal Affairs
    NAMIC
    Washington, D.C.

  9. Practical Considerations for Strategy: Understanding the Board’s Role in Strategic Planning (Part Two)
  10. This session qualifies for FMDC credit in the Management module under course name: Strategic Business Planning
    This workshop will address practical considerations of the various aspects of organizational strategy. It will explore approaches to setting strategy and discuss the role of the board and the role of management in the process. It will also focus on how to communicate strategy as well as how a board can monitor implementation and provide an overview of the strategic visioning process. The session is designed to be interactive and encourage robust discussion. Participants will take home concrete examples and resources to apply back in the board room.

    Randy Gerdes
    Vice President, Chief Strategy Officer (Ret.)
    CopperPoint Insurance Companies
    Phoenix, Ariz.

  11. Connect Differently: Corporate Culture – Your Invisible Asset (Repeat)
  12. This session qualifies for FMDC credit in the Management module under course name: Leadership Skills
    This session is valid for 1.0 PDC toward SHRM-CP and SHRM-SCP recertification.

    Peter Drucker once said that “culture eats strategy for breakfast.” If culture is that important to organizational success, it makes sense for every leader to explore this invisible asset in more depth. Every organization has a culture, and whether it is positive or negative is up to the leaders to determine. In this session, we will examine what culture is, how it is formed, and how to know if it is not positive. We will look at examples of good and bad cultures and how culture can impact the bottom line. We will explore the roles that management and the board play in corporate culture as well as how leadership impacts culture.

    James Kennedy, CPCU
    Consultant
    Taft Business Consulting
    Fort Myers, Fla.

  13. Things Management Does That Drive the Board Crazy Panel Discussion
  14. This session qualifies for FMDC credit in the Management module under course name: Role of the Board.
    You won’t want to miss this entertaining, candid, and informative panel discussion in which a retired CEO and current board member and company representatives share their experiences working together. Our moderator will pose questions and scenarios taken from real-life experiences to provide unique perspectives on the board/management relationship. It will focus on areas in which management and boards need to better understand their roles in order to be most effective in leading an organization.

    Kevin Kinross | Moderator
    Partner
    Taft Stettinius & Hollister LLP
    Columbus, Ohio

    David Lehman | Panelist
    Director
    Mennonite Mutual Insurance Company
    Orrville, Ohio

    Andrea Lockridge | Panelist
    Executive Vice President
    Cameron Mutual Insurance Company
    Cameron, Mo.

    Kristi Schlosser Carlson | Panelist
    Chief Legal Officer
    North Dakota Farmers Union
    Jamestown, N.D.

1:00 – 2:00 p.m.

PFMM Session: Claims
This session is required for those registered for PFMM courses at convention.
This session examines how to develop a claims procedure and identifies the basic steps and best practices. By the end of this course, you should be able to:

  • Handle bad faith and fraudulent claims properly;
  • Determine how to reclaim your dollars after the loss - salvage, subrogation, and restitution;
  • Understand the importance of conducting claims file audits and establishing a timeline for reviews;
  • Understand the customer service aspect of claims;
  • Recognize the role of governance in claims handling - how should you act and what is within your authority; and
  • Identify what auditors are looking for in reserves on claims after an adjuster inspects a property.

Chris Feldt, PFMM
Manager
Heartland Mutual Insurance Company
Belleville, Ill.

1:30 – 2:00 p.m.

Professional Development Lounge: Masterful Meeting Management
How come some meeting facilitators are able to navigate through challenging group dynamics productively and almost effortlessly, while other meeting facilitators fail to maintain control and keep emotions in line? Effectively facilitating a meeting is a skill that can be learned and mastered. Discover best practices and helpful techniques to create a collaborative meeting environment designed to better ensure respectful interactions and build common ground. Learn to ask helpful questions, remain neutral and calm in the face of differences, and avoid negative and destructive dynamics while skillfully guiding the group to generate creative and productive solutions.

Tracy Butz
Leadership Speaker and Author
Think Impact Solutions
Thornton, Colo.

2:30 – 3:00 p.m.

Professional Development Lounge: Control Conflict! Collaborate More. React Less.
Conflict happens. Everyone approaches conflict differently but usually in a way that makes them feel most comfortable. For some, this may be direct confrontation, but for others, it may be avoidance. As a professional who deals with difficult situations each and every day, you’re expected to assess each conflict on an individual basis while resisting the innate urge to drift into your personal comfort zone. Having the skills to resolve intense and stressful opposing opinions effectively is one of the biggest challenges in today’s business world and is vital to success. This program uncovers results-focused strategies to help prevent, minimize, and resolve conflict in the workplace, to help work more collaboratively with both internal and external customers, to achieve successful outcomes, and to strive for enhanced relationships.

Tracy Butz
Leadership Speaker and Author
Think Impact Solutions
Thornton, Colo.

3:30 – 4:00 p.m.

Professional Development Lounge: Perfecting Your Elevator Pitch With Poise and Polish
When you are approached by new acquaintances, individuals you haven’t seen for some time, or when meeting business colleagues you want to impress, how do you respond to common questions related to what you do for a living? Instead of choking or reacting poorly, perfect your “elevator pitch” by preparing and then delivering it in a clear, concise, and confident manner. The truth is, how we communicate and articulate our thoughts significantly influences the perceptions others have of you, your organization, and the services offered. Never again be caught off-guard. Learn a flawless strategy to express yourself with poise and polish over endless and unclear pontification.

Tracy Butz
Leadership Speaker and Author
Think Impact Solutions
Thornton, Colo.

3:30 – 4:30 p.m.

Educational Sessions and Workshops

  1. Blockchain as a Non-Traditional Disruptor (Repeat)
  2. This session qualifies for 1.0 CPE credit in the Information Technology field of study.
    Imagine a world in which paperwork is minimized, if not eliminated. An insurance industry in which claims are verified and handled in real time and policy applications are approved or rejected immediately. Imagine if fraud were reduced using a decentralized ledger. Imagine how much money this increasing automation would save your business. Imagine how much cheaper insurance could become as the savings are passed on to consumers. With the advent of blockchain, this session describes how an increasingly automated world is not far off, and it presents a world of opportunity for players in the industry.

    Patrick Schmid, Ph.D.
    Vice President
    The Institutes: RiskBlock Alliance
    Malvern, Pa.

  3. CAT Models in the Aftermath of the 2017 Storm Season (Repeat)
  4. Last year was a challenging one for insurers with the first major landfalling hurricane in more than a decade, a 1,000-year-flood event in Houston, and wildfires destroying nearly 9,000 structures in California. Highly granular flood and wildfire hazard models when combined with component-based reconstruction costs provided insurers with very accurate loss estimates. This presentation will focus on how hazard risk models performed in predicting insured losses in 2017 and a discussion of lessons learned.

    Howard Botts, Ph.D.
    Chief Scientist
    CoreLogic
    Pacific Palisades, Calif.

  5. Deploying Home Telematics for Digital Customer Engagement
  6. One of the key challenges for most mutual insurance companies is the disintermediation of their consumer/policyholder relationship of the independent agents. This session will propose a compelling argument to deploy an affordable smart-home sensor and co-branded mobile app solution to create a more engaged relationship with your policyholders.

    Roel Peeters
    CEO and Co-Founder
    Roost
    Sunnyvale, Calif.

  7. The Latest Compensation Trends in the Property/Casualty Industry
  8. This session qualifies for FMDC credit in the Operations & Insurance module under course name: Emerging Industry Trends
    This session will discuss the findings of NAMIC and Ward’s 2018 compensation survey. The session will provide an update on the challenges within the insurance labor market, major trends within the insurance industry, and the evolution of compensation plans in response to these issues.

    Jeff Rieder, CPA, CPCU, CLU
    Partner
    Ward Group
    Cincinnati, Ohio

  9. Connect Differently: Post Truth Politics
  10. This session qualifies for FMDC credit in the Operations & Insurance module under course name: Insurance Regulatory Environment
    Blue wave or uncertain waters? In the age of Trumpism and fake news, our political system has been knocked off its axis, making it hard to tell what will happen next and how the property/casualty insurance industry will be affected by what happens in Washington and around the country. Join Jimi Grande, NAMIC’s senior vice president of government affairs, to hear about the current electoral landscape, some of the major public policy topics facing NAMIC members, and predictions for the 2018 elections.

    Jimi Grande
    Senior Vice President – Government Affairs
    NAMIC
    Washington, D.C.

Wednesday, September 26, 2018

9:30 – 11:30 a.m.

Annual Meeting of Members and Closing Keynote
All are invited to join us for the association’s Annual Meeting of Members, where we will elect the 2018-2019 board of directors and present several industry and association leaders with Service Awards. We will close out the morning with our third and final keynote speaker. Steve Battista, writer and master storyteller, is best known as the builder of the Under Armour brand, the ultimate disrupter of the past 20 years that busted open the sporting goods industry with the “Protect This House” campaign. Steve’s strategy of building the brand rather than focus on emotionless product marketing helped bust through the global leaders like Nike and Adidas and take the small T-shirt company to a $5 billion global phenomenon. Steve draws from his experiences and strategic moves to reveal how businesses, like Under Armour, succeed in building an authentic brand by sidestepping the normal marketing strategy to win the hearts and minds of their customers. His presentation details how to build and protect a brand and tell your story through emotional campaigns, amazing brand experiences, genuine product placement, and savvy digital marketing.

Steve Battista
Former Senior Vice President, Brand, Under Armour, Inc.

12:00 – 1:00 p.m.

Professional Development Lounge: Professional Style and Platform Power
Do decision makers focus on your personal style? You better believe it. You might have the best concept, but if you can’t stand up, deliver, and instill confidence that you can get the job done, no one will buy your concept, and no one will follow. This candid presentation will focus on the importance of professional presence in your career development. It will explore the five components of developing your personal style and explain how to harness your style effectively. It will also provide insight on how to utilize platform power to seize your audience and project confidence when addressing a room. Participants will receive practical takeaways to utilize in mastering their professional style and presence.

Tara Hooper
Image Consultant
The Style Signature
Carrollton, Texas

12:30 – 3:30 p.m.

PFMM Session: Underwriting Property and Liability
This session is required for those registered for PFMM courses at convention.
This session examines the importance of developing underwriting guidelines, provides an overview of the tools available for underwriting, and explores the potential risks and exposures with underwriting property and liability. By the end of this course, you should be able to:

  • Identify the types of questions to ask to properly underwrite risk;
  • Understand the philosophy of evaluating rate adequacy - pricing, coverages, insurance to value, actual cash value versus replacement cost;
  • Re-underwrite your book of business;
  • Understand the importance of a complete and accurate application to the underwriting process;
  • Recognize the risks associated with not completing an onsite review;
  • Distinguish between actual cash value and replacement cost;
  • Understand insurance to value - automatic inflation guard; different needs for different policyholders;
  • Transition from a paper manual to underwriting automation;
  • Update files - photos, etc.;
  • Conduct new procedure and guideline reviews;
  • Identify the reasons for cancellations and non-renewals;
  • Understand the process and importance of underwriting renewals; and
  • Recognize the importance for file audits.

Elise Farnham, CPCU, ARM, AIM, CPIW
President
Illumine Consulting
Grantville, Ga.

1:00 – 2:00 p.m.

Professional Development Lounge: Professional Style Consulting
Professional image is critical in moving to the next level in your career. Experience a free 20-minute appointment with an executive image consultant.

Tara Hooper
Image Consultant
The Style Signature
Carrollton, Texas

2:00 – 3:00 p.m.

Professional Development Lounge: Professional Style and Platform Power
Do decision makers focus on your personal style? You better believe it. You might have the best concept, but if you can’t stand up, deliver, and instill confidence that you can get the job done, no one will buy your concept, and no one will follow. This candid presentation will focus on the importance of professional presence in your career development. It will explore the five components of developing your personal style and explain how to harness your style effectively. It will also provide insight on how to utilize platform power to seize your audience and project confidence when addressing a room. Participants will receive practical takeaways to utilize in mastering their professional style and presence.

Tara Hooper
Image Consultant
The Style Signature
Carrollton, Texas

3:00 – 4:00 p.m.

Professional Development Lounge: Professional Style Consulting
Professional image is critical in moving to the next level in your career. Experience a free 20-minute appointment with an executive image consultant.

Tara Hooper
Image Consultant
The Style Signature
Carrollton, Texas

Contacts

Julie Bacher
Customer Service Coordinator

317.876.4279

  Julie