May 21 - 22, 2019 | Bloomington, Minn.

Agenda

Forum Agenda Redesigned with Your Needs in Mind

The agenda is created with these four specific features in mind:

  • Offer courses strategically designed to develop and educate leaders and up-and-coming leaders within the farm mutual industry

  • Serve as a gathering place for representatives of small-to-medium sized mutual companies and the vendors, suppliers, and state associations that support them

  • Create a unique schedule of education sessions, small group discussions, and networking events to provide resources to drive personal and company success

  • Connect attendees to peers, industry leaders, and service partners who can help their company grow

  • Interested in speaking at this event? Complete the Session Proposal Template and send it to Christy Hall.

Monday, May 20
2:00 - 7:00 p.m.

Event Information Desk
Stop here to collect your event badge and meeting materials or just to say hi to NAMIC staff.

5:00 - 6:00 p.m.

Committee Dinner & Huddle | Fire Side Grill

6:30 - 7:30 p.m.

Happy Hour | Fire Side Bar
After a day of travels, gather for a drink or two to relax, connect, and catch up with old friends.

Tuesday, May 21
7:00 a.m. - 4:30 p.m.

Event Information Desk
Stop here throughout the event for help, directions, or guidance on maximizing your Forum experience.

7:30 - 8:30 a.m.

Breakfast: Fuel and Friends | Minnetonka Ballroom
Start your day the right way. Enjoy a light breakfast buffet, grab a cup of joe, and take a few minutes to connect with fellow attendees.

8:30 a.m. - 4:30 p.m.

Solutions Showcase
Take advantage of your opportunity to explore our Solutions Showcase. This invaluable marketplace lets you connect with service providers and industry solutions experts.

8:30 - 8:40 a.m.

NAMIC Welcome & Keynote Address
All of us at NAMIC are glad to have you here, and we hope you are ready to learn, experience, and grow with us. Join Neil Alldredge, NAMIC’s senior vice president of corporate affairs, as he kicks off Forum with the latest updates on what we’ve been up to and the biggest issues facing the farm mutual industry. Expect to leave knowing a little more about NAMIC, along with some exclusive tips on maximizing your time at Forum.

Neil Alldredge
Senior Vice President — Corporate Affairs
NAMIC

8:40 - 8:50 a.m.

NAMIC Chairman Update
Get Forum off to a great start with an association and industry update from our chairman, Henry R. Gibbel. This brief overview will paint a picture of what’s ahead for the farm mutual industry and how your business may be impacted.

Henry R. Gibbel
President & CEO
Lititz Mutual Insurance Company

8:50 - 10:00 a.m.

Keynote Address: The Top 10 Mistakes Leaders Make and How to Avoid Them
We all know many great tips and strategies to help us get ahead, but it is not often we discuss the pitfalls and missteps many leaders risk on a daily basis. This fun and engaging keynote will look at ways to avoid blunders and clean up messes with grace. Filled with stories and real-world examples, this presentation includes leadership principles that apply to everyone in the room. Whether you are in charge of a team or only yourself, this session will provide you with valuable leadership strategies, from giving feedback and creating a vision to using emotional intelligence and mentoring.

Ted Schick
Retired Naval Officer and Corporate Trainer
Schick Corporate Learning

10:00 - 10:25 a.m.

Munch and Mingle
Beat the mid-morning munchies with a snack and a quick break before getting back to the action.

10:25 - 11:55 a.m.

Peer-to-Peer Learning | Roundtable Discussions
The best teachers are often those who are walking in your shoes. Roundtable discussions give you opportunities to join other farm mutual professionals to share knowledge, trade tips, and offer advice. The session will include interactive, engaging discussions focused on industry changes and emerging issues that allow you to talk about what you and your peers are facing and what you can learn from each other’s successes and challenges.

11:55 a.m. - 12:40 p.m.

Lunch
Power up for the afternoon ahead with a hot lunch buffet. This is a great time to connect with fellow attendees and relax during an extended break.

12:40 - 1:40 p.m.

Educational Sessions

  1. Past Present, and Future of Mutual Insurance
    PFMM Credit Qualifying Session
    This session qualifies for FMDC credit in the Operations & Insurance module under course name: Past, Present, and Future of the Farm Mutual

    This session will focus on the origination and development of mutual insurance in the United States; the unique aspects of farm mutual insurance company operations and governance; and the qualities of farm mutual companies that have promoted success in the industry. The presentation will explore and confirm the differences between mutual and non-mutual insurance companies; explain how mutual insurance may be specifically impacted by state and federal government/regulations; and advise companies on what they can do to maximize their chances of success in the future.

    Neil Alldredge
    Senior Vice President — Corporate Affairs
    NAMIC

  2. Farm Technology
    This session qualifies for FMDC credit in the Operations & Insurance module under course name: Emerging Industry Trends

    What do we mean when we use the phrase, “farm to fork?” This recent movement includes farmers markets, farm-to-school programs, food hubs, and sales to distributors, grocery stores, and restaurants. As agricultural commodity prices remain low, farmers are now looking toward growth in direct sales, value-added sales, and identity-preserved sales in a local/regional value chain. Join this session to find out how legal requirements, licensing, and food safety best practices interact to allow farmers to safely and legally sell a wide variety of products. You will learn what types of local food enterprises may be illegal and discuss the insurability of legal local food enterprises.

    Jane Grimsbo Jewett
    Associate Director
    Minnesota Institute for Sustainable Agriculture at the University of Minnesota

  3. Insurance Fraud
    Join this session to learn about insurance fraud, in the application and claims arenas. Each type of fraud presents different issues and potential avenues of addressing the matter. Examples of each type of fraud will be discussed. Case studies and policy language will explore the elements of proof for each. Various types of relevant information, evidence, and questions to consider will be presented. Available options for addressing fraud prior to and after a claim will be explored. This presentation is intended to be an open forum for discussion. Come prepared to ask questions and leave with a deeper knowledge of insurance fraud.

    John J. Neal, Esq.
    Member Attorney
    Willenbring, Dahl, Wocken & Zimmermann, PLLC

  4. Idea Lab

1:40 - 2:05 p.m.

Munch and Mingle
Grab a quick snack and chat with your peers during a brief break between sessions.

2:05 - 3:05 p.m.

Educational Sessions

  1. Past, Present, and Future of Mutual Insurance
    PFMM Credit Qualifying Session
    This session qualifies for FMDC credit in the Operations & Insurance module under course name: Past, Present, and Future of the Farm Mutual

    This session will focus on the origination and development of mutual insurance in the United States; the unique aspects of farm mutual insurance company operations and governance; and the qualities of farm mutual companies that have promoted success in the industry. The presentation will explore and confirm the differences between mutual and non-mutual insurance companies; explain how mutual insurance may be specifically impacted by state and federal government/regulations; and advise companies on what they can do to maximize their chances of success in the future.

    Neil Alldredge
    Senior Vice President — Corporate Affairs
    NAMIC

  2. The Mutual Value: Attracting and Engaging Emerging Talent
    This session qualifies for FMDC credit in the Operations & Insurance module under course name: Human Resources

    Cuspers. Gen Y. Millennials. Regardless of classification, today’s young professionals are taking the business world by storm. Is your business prepared to recruit, hire, and retain the best talent as we approach the post-millennial era? Young professionals are increasingly migrating to larger cities and are in search of flexible work arrangements. They are looking for diversity, innovation, stability, and rewarding careers that provide value to society. Mutual companies provide just that and more. In this session, you will learn about the battle for top talent and the risks of ignoring or undervaluing young professionals, thereby losing them to the competition or other industries. Join us to begin to reimagine your work environment, reevaluate your company’s talent strategies, and promote your business and the industry to the upcoming generations.

    Tony Cañas, CPCU, MBA, ARM, ARe, ASLI
    Client Advisor, Property and Casualty
    The Jacobson Group

  3. Subrogation: Easy or Hard Recovery
    Frontline adjusters, in-house and independent, may feel the need to filter subrogation opportunities as easy or hard. Often, the adjuster has been trained that when liability is difficult to prove, when the tortfeasor has few assets, or when the amount of the claim is just too small, subrogation should not be referred. This presentation will present success stories for seemingly difficult subrogation to help industry leaders develop policy so that in-house and independent adjusters will feel comfortable referring all claims with a potential at-fault third party for subrogation.

    James Driessen, JD, MBA, BSME
    Associate General Counsel
    Subrogation Division, Inc.

    Sean Wolf
    Vice President/General Manager
    Subrogation Division, Inc.

  4. Idea Lab

3:05 - 3:30 p.m.

Munch and Mingle
Grab a quick snack and chat with your peers or take a few minutes to relax before the next session.

3:30 - 4:30 p.m.

Educational Sessions

  1. How to Reach Your Target Audience in the Digital Age
    What’s hot? What’s not? In the ever-changing digital landscape, you need to pivot with the times and trends. If you want to stay visible and relevant in 2019, you must follow the eyeballs. Where the eyes go, revenue always follows. We will explore some of the most popular trends for 2019 and discuss which social media platforms to invest in and how to deliver effective content marketing.

    Mitchell West
    Regional Director
    Nexstar Media Group

  2. Keeping Up With Your Strategic Plan
    Pending FMC board approval, this session qualifies for FMDC credit in the Management module under course name: Strategic Plan Implementation

    Join us for this high-energy, interactive session to examine methods of keeping strategic plans meaningful, real, and moving forward, even after the satisfying feeling of the planning retreat has worn off. Strategic plans are meant to guide an organization’s decisions and priorities. We will discuss and compare best practices that can work for you.

    Ross Ament, MA, CAE
    President
    Ament Associates, Inc.

  3. NAMIC Legislative Update
    This session qualifies for FMDC credit in the Operations & Insurance module under course name: Insurance Regulatory Environment

    In the wake of the 2018 elections, the legislative landscape has shifted dramatically. With state legislative sessions underway and a new, divided Congress looking to overcome partisan gridlock, there is a lot at stake for insurers. Join NAMIC’s government affairs team to hear an update on what is happening in Washington, D.C., and across the country and what tomorrow holds for the property/casualty insurance industry.

  4. Idea Lab

3:30 - 5:00 p.m.

State Association Connect (Invitation Only)

Wednesday, May 22
7:00 - 7:45 a.m.

Breakfast: Fuel and Friends
Start your day the right way. Enjoy a light breakfast buffet, grab a cup of joe, and take a few minutes to connect with fellow attendees.

7:00 a.m. - 4:30 p.m.

Event Information Desk
Stop by throughout the event for help, directions, or guidance on maximizing your Forum experience.

7:30 a.m. - 4:30 p.m.

Solutions Showcase
Take advantage of your opportunity to explore our Solutions Showcase. This invaluable marketplace lets you connect with service providers and industry solutions experts.

7:45 - 8:45 a.m.

Educational Sessions

  1. Reinsurance Basics Part One – What Everyone Needs to Know
    PFMM Credit Qualifying Session

    In this session, we will explore the basics of reinsurance by defining it and reviewing its various functions. We will also discuss the services provided by reinsurers through their partner relationships with mutual company clients. Additionally, we will look at differing types of reinsurance and the ways in which they can be structured to provide proper protection for a company's various risks.

    Gary Myers
    President
    Lost Woods Re

  2. Insuring Renewable Energy: What You Need to Know (Panel Discussion)
    This session qualifies for FMDC credit in the Operations & Insurance module under course name: Emerging Risks

    Sustainable energy is a hot topic these days, and we need to know how it is impacting our policyholders’ farms. In this session, a panel of your peers will discuss what you need to consider when insuring renewable energy sources. Join us to learn and discuss property and liability exposures on wind and solar energy.

    Moderator
    Bruce Tagg
    Senior Engineering Exposure Analyst
    Mutual Boiler Re

  3. Using Social Media to Increase Your Company’s Brand Awareness — For Beginner Users
    You may not be all that active on social media, but chances are your customers are. In this session, we will build the framework for a social media strategy that will grow and engage your audience. We will also discuss which platforms are most advantageous for your business and give examples of best practices and missteps. This basic how-to-get-started session will give you tips and takeaways to get your company socially active.

    Cash Miller
    CEO
    Titan Web Marketing Solutions, Inc.

  4. Roundtable Discussion: Mergers and Acquisitions
    Join Jim Wellman of German Farmers Mutual Insurance Company as he leads a roundtable discussion on Mergers and Acquisitions. This time is yours to gather ideas from your peers, share your experiences, learn from others who have been through this process, and gain insights from others.

8:45 - 9:10 a.m.

Munch and Mingle
Beat the mid-morning munchies with a snack and a quick break before getting back to the action.

9:10 - 10:10 a.m.

Educational Sessions

  1. Reinsurance Basics Part Two — What Directors Need to Know
    PFMM Credit Qualifying Session

    In the second part of the reinsurance series, we will move to an overview of reinsurance contract language, highlighting some of the more important clauses. We will take time to review the methods reinsurers use in their pricing and how they might provide profit sharing to their clients. Join us as we examine how to determine reinsurance limits and retentions and talk about how all the various contracts fit together to provide a total reinsurance program to protect your company. We will close by reviewing the various types of reinsurance companies and the portions of the market they occupy.

    Gary Myers
    President
    Lost Woods Re

  2. Contract Farming/Confinement Operations (Panel Discussion)
    Panelists
    Paul G. Stueven, PFMM, FMDC
    CEO/Treasurer
    Fairmont Farmers Mutual Insurance Company

    Brian D. Sullivan, Esq.
    Partner
    Reminger Co., LPA

  3. Using Social Media to Increase Your Company’s Brand Awareness — For Advanced Users
    Whether you are coming from the beginner session or you’re a seasoned professional when it comes to social media, this session will build on your knowledge of social platforms and how they can work for your business. We will focus on different types of content you can create to boost engagement, when and how often to post for maximum impact, and how to use paid advertising to increase your audience and grow brand awareness.

    Cash Miller
    CEO
    Titan Web Marketing Solutions, Inc.

  4. Roundtable Discussion for Directors
    This session qualifies for FMDC credit in the Management module under course name: TBD (Mergers & Consolidations/Board Evaluation/Role of the Board)

    As a director, you have a lot on your plate. It can be overwhelming, but one of the best ways to tackle the challenges you face is to tap into the knowledge and abilities of other directors. During this roundtable discussion, you will join your peers to discuss _______________. Give yourself this time to gather ideas from your industry peers.

10:10 - 10:35 a.m.

Munch and Mingle
Beat the mid-morning munchies with a snack and a quick break before getting back to the action.

10:35 - 11:35 a.m.

Educational Sessions

  1. Reinsurance Basics Part Three – What Managers Need to Know
    PFMM Credit Qualifying Session

    During the final installment in the series on reinsurance, we will focus on the many ways reinsurance is marketed. Join us as we look at the important aspects of choosing a reinsurer or broker and the ways in which a company might best attract a reinsurer to its program. You will learn about the current state of the reinsurance marketplace and the numerous factors driving it in 2019. We will also discuss modeling for catastrophic risks and look at a hypothetical output from those models. There will be time at the end for practical application of the various principles learned in these sessions.

    Gary Myers
    President
    Lost Woods Re

  2. Insuring Unique Homes (Panel Discussion)
    This session qualifies for FMDC credit in the Operations & Insurance module under course name: Emerging Operations Issues

    Traditional homes and structures are not likely to disappear, but the frequency at which more unique structures are being built is on the rise. Today, our industry is challenged to properly underwrite and insure unique buildings and facilities such as tiny homes, container houses, barns with residential living quarters, brooder houses, confinement buildings, and other farm structures. During this panel discussion, we will look at the ways to value, underwrite, and insure these types of structures.

    Moderator
    Paul G. Stueven, PFMM, FMDC
    CEO/Treasurer
    Fairmont Farmers Mutual Insurance Company

    Panelists
    Debbie Wagner
    Executive Vice President of Sales
    e2Value, Inc.

    Tim Enfield
    Director of Training
    Mueller Reports

  3. How to Educate Our Policyholders
    Policyholders often struggle to understand how their insurance coverages work. Many times, they view their policies as something required by others — their banks, for example — and do not see the value in maintaining their coverages beyond these requirements. We will present strategies carriers and agents can use to remind policyholders that their insurance coverages — property and liability — may be the only things standing between them and bankruptcy should a large loss occur. We will also remind attendees that what we do as insurance professionals is important. During this session, we will review different types of coverage forms and the endorsements forms that can shore up these shortcomings.

    Samuel T. Bennett, CIC, AFIS, CPIA, CRIS
    Producer/Owner
    Harrison Agency, Inc.

  4. Roundtable Discussion: Social Media Successes
    Join other farm mutual professionals to share war stories on your successes and failures with social media. This time is yours to gather ideas from your peers and learn from others. Tony Canas with Jacobson Group will facilitate this discussion as well as share his experiences as an industry blogger.

11:35 a.m. - 12:40 p.m.

Lunch
Power up for the afternoon ahead with a hot lunch buffet. This is a wonderful time to connect with fellow attendees and relax during an extended break.

12:40 - 1:40 p.m.

Educational Sessions

  1. Financial Management Part One
    PFMM Credit Qualifying Session
    This session qualifies for FMDC credit in the Finance & Accounting module under course name: Insurance Accounting

    In order to properly manage a mutual insurance company, it is imperative to understand the impact of decision-making on the company’s financial statements. This course will guide you through the basics of insurance accounting and provide a basis for understanding and analyzing financial statements and the flow of premiums and losses within your company’s records.

    Abby De Zeeuw, CPA, MBA
    Partner
    Cain Ellsworth & Company

  2. Technology-Driven Agriculture: Transforming the Insurance Industry
    Pending FMC board approval, this session qualifies for FMDC credit in the Operations & Insurance module under course name: Emerging Technologies

    Emerging technologies have the power to transform agriculture for the better, but they don’t come without insurance risks. Autonomous equipment, automated milking parlors, sensors, telematics, and robotics are changing the agricultural landscape at a rapid pace, which means that the companies that insure these farms need to change, too. In this session, we’ll discuss these technologies, how farmers are utilizing them, and the potential impact on the insurance industry.

    Bruce Tagg
    Senior Engineering Exposure Analyst
    Mutual Boiler Re

  3. The Agency/Company Partnership — A Lost Art?
    These days, the key to any successful business is the relationships that strengthen its foundation. In this session, we will discuss what really matters to agents when deciding what company to place their business with. We will look at what it means to be partners, the value of the agency/company relationship, and the ways to encourage growth with agencies. While agencies must differentiate themselves from their competitors, companies must also differentiate from the other companies to become the carrier of choice. Learn more about this complex and potentially transformational relationship during this session.

    Steve Becher, CIC, CPIA
    Executive Director
    Professional Insurance Agents of North Dakota

  4. Roundtable Discussion for Up-and-Coming Leaders
    Join other farm mutual next generation of leaders in this roundtable discussion facilitated by Becky Holmes of Sandy and Beaver Insurance Group. This is a great opportunity to start building your network of peers, hear how others are navigating their new leadership roles, and share your ideas on advancing the industry.

1:40 - 2:05 p.m.

Munch and Mingle
Grab a quick snack and chat with your peers or take a few minutes to relax before the next session.

2:05 - 3:05 p.m.

Educational Sessions

  1. Financial Management Part Two
    PFMM Credit Qualifying Session
    This session qualifies for FMDC credit in the Finance & Accounting module under course name: Understanding and Analyzing Financial Statements

    Join us for the second part in this course, during which we will focus on understanding statutory financial statements. We will discuss what regulators look at from a performance and solvency standpoint. We will go through a balance sheet and an income statement, discuss performance indicators over time, and provide some basic analysis and ratios widely used in the industry.

    Abby De Zeeuw, CPA, MBA
    Partner
    Cain Ellsworth & Company

  2. Attracting and Retaining the Next Generation of Policyholders and Directors
    Jacob Black
    President & CEO
    CFM Insurance

  3. Active Shooter/Office Security — Preparedness and Response — Part 1
    Active shooter incidents are a terrifying possibility no one wants to imagine. But today, it is an all-too-real possibility. The Department of Homeland Security aims to enhance preparedness through a whole-community approach, by providing training, products, tools, and resources to help you prepare for and respond to an active shooter incident. In this two-part session, we will begin by discussing tips and strategies to support a safe office environment. We will then focus on how to create a more secure office environment and educate you on how to prevent, recognize, and increase your ability to survive during an active shooter incident.

    Mike Christianson
    Protective Security Advisor
    U.S. Department of Homeland Security — (Minneapolis) Minnesota District

  4. Roundtable Discussion: Motivating and Retaining Employees
    Join other farm mutual leaders in this roundtable discussion on talent management. This time is yours to gather ideas from your peers

3:05 - 3:30 p.m.

Munch and Mingle
Grab a quick snack and chat with your peers during a brief break between sessions.

3:30 - 4:30 p.m.

Educational Sessions

  1. Financial Management Part Three
    PFMM Credit Qualifying Session

    In the final session of this three-part course, we will look at financial risk and how to manage it. Join us as we continue to take a deeper dive into analysis and the best methods in which to use statutory financial statements to manage the risk of your company. We will focus on the impact of growth on the financial statements. We will also discuss the importance of rate adequacy and budget development. Finally, we will touch on mergers and consolidations.

    Abby De Zeeuw, CPA, MBA
    Partner
    Cain Ellsworth & Company

  2. Ratemaking Fundamentals
    Pending FMC board approval, this session qualifies for FMDC credit in the Finance & Accounting module under course name: Basics of Actuarial Work

    Are the insurance rates you are charging enough? Are they too much? During this session, we will look at the basic process of determining the adequacy of a mutual’s rate levels. Join us as we cover the fundamental inputs into the rate indications process, illustrate how rate indications are calculated, and involve you as we bring it all together in a real-world case study.

    Gil Korthals
    Reinsurance Product & Pricing Consultant
    Grinnell Mutual Reinsurance Company

  3. Active Shooter/Office Security — Preparedness and Response — Part 2
    In the second part of this session, we will continue to explore preparedness measures and appropriate, potentially life-saving responses during an active shooter situation. We will go over guidelines and suggestions from the Department of Homeland Security and explore various forms of training that could keep you and others safe in the event of a deadly situation.

    Mike Christianson
    Protective Security Advisor
    U.S. Department of Homeland Security — (Minneapolis) Minnesota District

  4. Roundtable Discussion: Cyber Security Threats
    Join Chris Feldt of Heartland Mutual Insurance Company as he leads a roundtable discussion on cyber security and how best to protect your organization. This time is yours to gather ideas from your peers, share your experiences, and learn from your peers.

6:30 - 9:00 p.m.

Closing Celebration
Please join us in celebration of the farm mutual community as we gather one last time to close out Farm Mutual Forum. This memorable evening will provide another opportunity for you to spend valuable time with your peers during a casual event filled with food, fellowship, and entertainment.

Contacts

Julie Bacher
Customer Service Coordinator

317.876.4279

  Julie

Our Event Sponsors:

Grinnel Re
Guy Carpenter
Mutual Boiler Re
NAS Insurance Services
e2 Value NAMIC Insurance Solutions