April 27-29, 2021 | Virtual

Agenda

Agenda

Agenda subject to change without notice. All times listed are in Eastern Time.

Tuesday, April 27
9:00 a.m. – 1:00 p.m.

Solutions Showcase

9:00 – 9:30 a.m.

How to Navigate OnAir – Optional Q&A Session

9:30 – 10:30 a.m.

NAMIC Leadership Welcome and Keynote Address – 100 Good Days

Good days are not rare. But they can be challenging to accomplish depending on the bar you set for yourself. If you’d like to improve your feelings of well-being, understand that there are positive things in your life that can help create a good day. If you first identify and then focus on those things, you’ll experience more good days. It’s not as simple as making a list — although that’s a good start. The key to a good day is attention and practice. Join this session to learn what works for experiencing more good days.

Bruce deJong, CPCU, ARM, AIC, SPHR
Director of Learning and Development
Mutual of Enumclaw Insurance Company

10:30 – 10:50 a.m.

Break/Virtual Portal Q&A

10:50 – 11:35 a.m.

Educational Sessions

  • PFMM Session: Technology

    This session is required for those working toward their PFMM certification
    This session qualifies for one FMDC elective credit in the Operations & Insurance module

    This session will provide a high-level overview of technology used in small and midsize mutual insurance companies. Attendees will review the importance of technology in company operations, how value justifies cost, the top security and disaster recovery concerns, and what software and equipment can be used to make companies more efficient.

    Wes St. Clair
    Director of Engineering
    BriteCore

  • Fraud Detection and Reporting

    This session qualifies for one FMDC elective credit in the Operations & Insurance module

    During this session, we will take an in–depth look at what fraud is and how to report it when insurers or agents suspect foul play. The presenter will use actual fraud cases to go through the investigative process, noting the red flags along the way. This session is designed to provide actionable takeaways for immediate application.

    Dale Pittman
    Director
    North Dakota Insurance Department Fraud Division

  • Topic to be Announced
11:35 – 11:45 a.m.

Break

11:45 a.m. – 12:30 p.m.

Educational Sessions

  • The Tide Has Turned: Social Deflation in the Wake of a Global Pandemic (Panel)

    This session qualifies for one FMDC elective credit in the Operations & Insurance module

    Social inflation, or in some cases social deflation, is the phenomenon of social, political, legal, and economic outside factors impacting claims, underwriting, settlements, and verdicts separate and apart from the actual case/claim facts. This session will explore the concepts behind social inflation/deflation, the factors driving the cultural shift in society, and the various issues driving the current legal climate. Understanding these factors and their effects will allow attorneys and claims adjusters to better analyze claims and discover, defend, and more accurately assess insurers’ risks of loss.

    Moderator:
    Marisa A. Trasatti
    Partner
    Wilson Elser Moskowitz Edelman & Dicker LLP

    Panelists:
    Caryn Siebert
    Vice President, National Director – Carrier Engagement
    Gallagher Bassett

    Stuart Simon
    Principal Consultant
    American Jury Centers

    Matt McColley
    Vice President, Claims
    KW Specialty Insurance Company

  • Getting Started: Farm Inspections

    Starting a farm inspection program can be a big undertaking. During this session, we will look at some best practices for a farm inspection program, including an outline of steps to take before arriving at the farm. We will discuss how tools such as drones can be used to look at critical factors and features of farm structures during inspections. The session will wrap up by discussing what to do with the information once the inspection is completed.

    John Nagle
    Farm Training Specialist
    Indiana Farm Bureau Insurance

  • Cyber Risk Management

    This session qualifies for one FMDC elective credit in the Operations & Insurance module
    Cybercrimes have skyrocketed the last year, and it is more important than ever to protect assets against these crimes. This session will identify loss trends and review the risk management practices and solutions to maintain cyber hygiene. We will also discuss threat-prevention controls, how underwriters think about cyber risk, and the state of the cyber market.

    Desiree Khoury
    Vice President, Marketing and Business Development
    Tokio Marine HCC – Cyber and Professional Lines Group

Wednesday, April 28
9:00 a.m. – 1:00 p.m.

Solutions Showcase

9:30 – 10:15 a.m.

Educational Sessions

  • PFMM Session: Corporate Governance – Part One

    This session is required for those working toward their PFMM certification
    This session qualifies for one FMDC elective credit in the Management module

    Good governance is critical for a company’s success. We can all agree on that. The questions are, “Why is it so important?” and “How can we apply it to our company’s benefit?” This session will address the fundamentals of corporate governance for mutuals and the protections available to board members and management. We will also discuss the unique issues for mutual insurance companies and focus on the distinct roles of the board and management.

    Kevin Kinross
    Partner
    Taft Stettinius & Hollister LLP

  • Filling the Gaps: Ensuring the Insured: LLCs, Trusts, and DBAs

    This session will explain the different types of legal entities and the significance of each as relates to insurance issues. In addition to the title entities of DBAs, limited liability companies, trusts, and live-ins, the presentation will define and explain limited liability partnerships, partnerships, and joint ventures. Common insurance coverage issues will be discussed, including who is insured and what conduct is covered. Case examples will also be reviewed.

    Wayne L. Maffei
    Partner
    Cross Jenks Mercer & Maffei LLP

  • Agency Insights: What Agencies are Looking for in a Partner (Panel)

    Gain insights from a panel of agency representatives as they discuss the most significant factors they consider when securing contracts with carriers and what they expect from partner companies. This candid conversation will help provide carriers areas of focus when building agency relations and reveal the top things carriers do that make it difficult for agencies to do business with an organization.

    Moderator:
    Chris Kespohl
    President and General Manager
    Missouri Association of Mutual Insurance Companies

    Panelists:
    Randy Baker
    President
    T.R. Baker Insurance Agency, Inc.

    Laura Green
    Agency Owner
    Anderson & Green Insurance Agency

    Matt Speight
    President/CEO
    Scott Agency, Inc.

10:17 – 10:42 a.m.

Peer-to-Peer Roundtables Topic: Marketing
Join fellow mutual professionals in roundtable discussions focused on marketing. Participants will be assigned in groups of twelve or less and be encouraged to turn on their camera during these discussions.

10:45 – 11:30 a.m.

Educational Sessions

  • PFMM Session: Corporate Governance – Part Two

    This session is required for those working toward their PFMM certification

    As we continue our discussion on corporate governance, we will discuss current industry practices and trends with a focus on creating, using, and delegating authority to committees, boards, and management. We will discuss what regulators expect boards to focus on, explore other regulatory trends, including the Corporate Governance Annual Disclosure Act, and cover board reporting practices and procedures to use with directors. Finally, we will focus on best practices and discuss ways to implement them.

    Kevin Kinross
    Partner
    Taft Stettinius & Hollister LLP

  • Enterprise Risk Management and Evaluating Company Growth

    This session qualifies for one FMDC core credit

    This session will provide a high-level focus on the board’s role in managing risk and evaluating growth. By the end of the presentation, attendees will have a basic understanding of enterprise risk management, including a definition of enterprise risk management, how to identify and measure risk exposure, risk profiles, and the impact of human resources and employment practices on company’s risk. They will also be able to evaluate company growth, including the board’s role in evaluating growth and setting growth policy, geographic risk concentration, and growth’s impact on surplus.

    Chris Feldt, PFMM
    Manager
    Heartland Mutual Insurance Company

  • Building and Protecting the Claims File

    When a claim reaches the litigation stage, an insurer’s file can be extremely useful. During this session, attendees will find out what information should and should not be included in a claims file and what to do when they’re not sure. They will hear from an attorney about real-life examples of property claims cases geared toward small to midsize insurance carriers that may not have a full-time person dedicated to claims.

    Julia Stuebing
    Attorney
    Dinsmore & Shohl, LLP

11:30 – 11:45 a.m.

Break

11:45 a.m. – 12:30 p.m.

Educational Sessions

  • Topic to be Announced

  • Insurance Company Operations and Reinsurance

    This session qualifies for one FMDC core credit

    This session will provide a high-level focus on how an insurance company works, including the importance of reinsurance. By the end of the presentation, attendees will have a basic understanding of insurance company operations such as insurance principles and the difference between stock and mutual companies. They will also have an understanding of reinsurance, including the importance of it and how it works.

    Tim Sullivan, RPLU
    President and CEO
    NAMIC Insurance Company, Inc.

  • Lesson’s Learned From COVID-19 (Panel)

    This session qualifies for one FMDC elective credit in the Management module

    During this session, attendees will hear a group of panelists talk about the lessons learned from COVID-19. They’ll discuss how the pandemic has reshaped various aspects of the business such as office work, claims adjusting, and agency relations.

    Moderator:
    Dan Young, CPCU, PFMM, FMDC
    Manager
    Central Illinois Mutual

    Panelists:
    Chris Feldt, PFMM
    Manager
    Heartland Mutual Insurance Company

    Jennifer Giesey, PFMM, FMDC
    Executive Vice President
    Wyandot Mutual Insurance Company

    Sharon Kreft, CPCU, AIC
    Claims Manager
    United Mutual Insurance Company

    April Tarras
    Marketing Representative
    McMillan Warner Mutual Insurance Company

Thursday, April 29
9:00 a.m. – 1:00 p.m.

Solutions Showcase

9:30 – 10:15 a.m.

Educational Sessions

  • PFMM Session: Agency Relations – Part One

    This session is required for those working toward their PFMM certification

    This interactive discussion will review the common frustrations between agencies and their company partners as well as possible remedies. In addition, the speaker will identify various changes in agencies and companies that lead participants to reevaluate procedures for effectiveness and prioritization. Agency contracts and bonus plan ideas will also be reviewed, and the speaker will discuss what a carrier may wish to consider when faced with an agency termination.

    Bart Anderson
    Vice President of Marketing and Chief Vision Officer
    Indiana Farmers Insurance

  • Integrating Technology Into the Underwriting Process (Panel)

    During this session, a group of panelists will discuss some of the challenges they face while underwriting business and the technology that has helped them ease the process. They will dive further into current technology being used and explore some that we may see implemented in the future.

    Moderator:
    Aaron Madison
    Director – Software Services
    IMT Computer Services

    Panelists:
    Jacob Black
    President and CEO
    Innovated Holdings, Inc. and CFM Insurance

    Casey Blomberg, PFMM
    Internal Operations Manager
    McMillan Warner Mutual Insurance Company

    Scott Safe
    Manager
    Vasa-Spring Garden Mutual Insurance

    Jill Showalter
    Vice President and Chief Insurance Operations Officer
    Frederick Mutual Insurance Company

  • Farmland Disaster: Managing and Investigating Agricultural Losses

    This session will focus on real-life examples of issues brought on catastrophic agricultural losses. The presenter will highlight the importance of staying current with the changing agriculture industry and covering various building- and equipment-related failures. The speaker will address a suggested methodology for the investigation and analysis of key issues such as biological hazards, scene safety, state and federal regulations, and public relations for managing a loss to preserve its subrogation possibilities.

    Justin A. Pape, IAAI-CFI
    Manager of Special Investigations
    RAM Mutual Insurance

10:17 – 10:42 a.m.

Peer-to-Peer Roundtables Topic: Technology
Join fellow mutual professionals in roundtable discussions focused on technology. Participants will be assigned in groups of twelve or less and be encouraged to turn on their camera during these discussions.

10:45 – 11:30 a.m.

Educational Sessions

  • PFMM Session: Agency Relations – Part Two

    This session is required for those working toward their PFMM certification

    This interactive discussion will review the common frustrations between agencies and their company partners as well as possible remedies. In addition, the speaker will identify various changes in agencies and companies that lead participants to reevaluate procedures for effectiveness and prioritization. Agency contracts and bonus plan ideas will also be reviewed, and the speaker will discuss what a carrier may wish to consider when faced with an agency termination.

    Bart Anderson
    Vice President of Marketing and Chief Vision Officer
    Indiana Farmers Insurance

  • Preparing for a Deposition

    This session qualifies for one FMDC elective credit in the Management module

    The importance of the preparation phase of a deposition cannot be underestimated. There is far more to testifying than simply knowing the claims file and answering questions. The skilled practitioner taking the deposition will utilize basic themes, including big versus small, profits over indemnity payments, and, in some cases, reptilian tactics meant to inflame the common juror. It is opposing counsel’s main objective to create sound bites and manipulate the testimony to fit the theme of the case. There are some golden rules an adjuster must follow to provide effective testimony. This session will explore those techniques to neutralize the opposing attorney and overcome human tendencies that include emotional responses as opposed to reflective, calm, and productive testimony.

    Don O’Keefe
    Principal Attorney
    Gausnell, O’Keefe & Thomas, LLC

  • Home–Sharing Insurance Expectations and Underwriting Considerations

    The digital economy, including home sharing, raises new underwriting issues and challenges. During this session, we will explore these from the perspective of an underwriter. We’ll discuss home-sharing insurance coverage, including how traditional homeowners forms respond to activities when a homeowner lists and rents the home on a home-share platform. Specific forms vary, but we will talk about what coverage one can expect from the home-share platforms themselves and where supplemental coverage may be required or recommended. Lastly, we will outline the exposures and discuss the remedies available to address them.

    Jillian Slyfield
    Digital Economy Leader
    Aon

11:30 – 11:45 a.m.

Break

11:45 a.m. – 12:30 p.m.

Closing Session – Be Like Salt: A Well–Seasoned Approach to Leadership
What has been holding you back from becoming the leader you are meant to be? If you could overcome that challenge, what would your life look like? Would it enable you to have more quality time with those you love or be a better provider for them? Perhaps you envision giving back to the community by leading a nonprofit board, committee, or fundraising event. What would it feel like to realize your true potential?

If any of these resonate with you and you’re ready to take the next step, then “Be Like Salt” is for you.

Ed Krow
Talent Transformation Expert
Ed Krow, LLC

Contacts

Christy Hall
Meeting Manager

317.876.4282

  Christy