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NAMIC CEO Roundtables | April 2-4, 2017 | Omni La Costa Resort & Spa | Carlsbad, Calif.

Event Contact

Kristen Spriggs

Kristen Spriggs
Vice President - Member Development

Christy Hall

Christy Hall
Meeting Manager

General Information

Participants are divided into groups based on company size at this exclusive event for NAMIC member company CEOs. Discussion moderators both lead and participate in the all-day sessions during which frank discussions foster an environment for idea exchange and opportunities to ask questions about what’s working for others. Year after year, CEOs tell us this is one of the most valuable events they attend. Participants set the agenda, select the topics, and facilitate the discussion. We have found this format to be one of the best ways to get answers to questions and build a network of peers.

The Niche Carrier Warm-up Discussion on Sunday afternoon is for NAMIC’s multi-line members doing business in niche markets (such as Jewelers Mutual, Pharmacists Mutual, or Pennsylvania Lumbermans). This targeted discussion allows an opportunity for those working in this unique business model to discuss issues they face. Please contact Christy Hall if you have questions regarding this session.

Outstanding meeting. There was a great exchange of thought on our topics of choice. I think everyone came away with something of value.

- Bob Whitlock
The Philadelphia Contributionship

Target Audience

CEO Roundtables is a unique event designed for the Chief Executive Officer, President, or head of insurance operations position of primary insurance companies that are NAMIC members. Please note: only one participant per company unless your leadership is in transition, then the existing CEO and new CEO can both attend the Roundtables, but will be assigned to different groups.

Future Dates & Locations

March 25-27
St. Petersburg, Fla.

March 24-26
Orlando, Fla.

March 22-24
Orlando, Fla.

CEO Roundtable Registration Fees

Registrations received on or before Thursday, February 2, 2017 are applicable to receive the early bird discount.


On or before
February 2

February 3
and later







Niche Carrier Warm-up Discussion









*To qualify for the PFMM Designates registration rate, you must have earned the Professional Farm Mutual Manager (PFMM) designation and be current in the program. This discount only applies to individuals with the PFMM designation and is not transferable to others within your company.

Niche Carrier Warm-up Discussion

The Niche Carrier Warm-up Discussion begins at 1 p.m. on Sunday and is designed for NAMIC's multi-line members doing business in niche markets (such as Jewelers Mutual or Pharmacists Mutual). This will allow an opportunity for those working in this unique business model to discuss issues they face.

Guest Registration Information

We invite you to bring a guest with you to this year’s CEO Roundtables. Guest registration includes the Welcome Gathering on Sunday, April 2, and breakfast on Tuesday, April 4.

Golf Outing on Sunday, April 2

Gather a group of your industry peers or plan to make new connections at Sunday’s golf outing. The price of $210 per golfer includes 18 holes of golf, cart, driving range, balls and continental breakfast. Golf clubs are available for rental for an additional $75. Golf club rental fees will be collected at the golf course.

First Time Attendees

We want to know if this is your first time to participate in CEO Roundtables. We would like to get to know you and provide you with some valuable networking opportunities. Don’t be shy. Please indicate on your registration form if you are a first-time attendee. We are excited to meet you.

Registration Confirmation

You will receive a detailed email confirmation upon successful completion of the registration process. Please make sure to enter a valid email address on the registration form. If you have any questions regarding your registration, please email or call (800) 336-2642.

Registration Cancellations

All registration cancellations and transfers MUST be made in writing. Cancellations received on or before March 2, 2017 are 100 percent refundable. After March 2, 2017, a $25 processing fee will be deducted. Refunds will be issued within 15 business days after receipt of the cancellation notice. No refunds are available after March 9, 2017, so please plan accordingly. Please note: registration additions such as guest, golf, optional activities, etc. follow the NAMIC cancellation policy. You may substitute a participant at no additional charge. Please forward all requests to or fax (317) 876-6213. Cancelling a seminar registration with NAMIC does not cancel a hotel reservation.


In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any requests for accommodation to that disability. Please submit your request as far as possible in advance of the program.

What to Wear

The suggested dress code for this meeting is business casual. In Carlsbad, the average high in early April is 66 degrees. The average low is 53 degrees.


If you have any questions regarding your registration, e-mail or call (800) 336-2642, ext. 1061. If you have any questions regarding the event, contact Christy Hall, meeting manager, at or call (800) 336-2642 ext. 1082.


Year after year, CEOs tell us this is one of the most valuable events they attend. The agenda is designed by participants to focus on the topics that are important to discuss with their peers at this distraction-free exclusive event.

Group-specific agendas, attendee lists, and travel information will be provided electronically in advance. Registration packets will be distributed upon arrival at the Omni La Costa Resort & Spa.

This has always been the best overall meeting that I attend each year from NAMIC.

- John Paul
Western Iowa Mutual Insurance Association

The agenda is subject to change.

Sunday, April 2

7:00 a.m. - 12:30 p.m.

Golf Outing
Start your week on the golf course with a casual round of golf. Information about specific tee times will be available soon.

9:00 – 11:30 a.m.

FMC Board Meeting

1:00 – 3:00 p.m.

PCC Board Meeting

1:00 - 5:00 p.m.

Niche Carriers Warm-up Discussion
NAMIC members doing business in niche markets will gather to discuss issues unique to their business model. A light lunch will be provided.

5:30 – 6:00 p.m.

Discussion Leader and Group Facilitator Huddle

6:30 - 8:30 p.m.

Welcome Gathering
Attendees and their registered guests are invited to enjoy an evening of reconnecting with old friends and meeting new ones for a casual dinner and local entertainment.

Monday, April 3

7:00 – 8:00 a.m.

Attendee Breakfast

8:00 – 8:45 a.m.

NAMIC Update
This presentation will provide members with an update on the latest NAMIC efforts as well as an update on the political landscape.

Chuck Chamness
President & CEO
Indianapolis, Ind.

8:45 - 9:00 a.m.


9:00 – 10:15 a.m.

Individual Group Sessions - Topic 1

10:15 - 10:30 a.m.


10:30 – 11:30 a.m.

Individual Group Sessions - Topic 2

11:30 a.m. - 1:00 p.m.

Attendee Lunch
A casual buffet lunch is provided for attendees only.

1:00 - 2:00 p.m.

Individual Group Sessions - Topic 3

2:00 - 2:15 p.m.


2:15 – 3:15 p.m.

Individual Group Sessions - Topic 4

5:00 - 6:30 p.m.

NAMIC PAC Reception - By Invitation Only

Tuesday, April 4

7:00 – 8:00 a.m.

Attendees and their registered guests are invited to this casual breakfast.

8:00 - 9:00 a.m.

Individual Group Sessions - Topic 5

9:00 - 9:15 a.m.


9:15 – 10:15 a.m.

Individual Group Sessions - Topic 6

10:15 - 10:30 a.m.


10:30 – 11:30 a.m.

Individual Group Sessions - Topic 7

11:30 a.m.

CEO Roundtables Conclude

12:00 – 2:00 p.m.

Joint NAMIC, FMC and PCC Boards Meeting & Lunch

Additional Information

Go one step further. Chart your own course as a group facilitator or discussion leader.

If you are interested in maximizing your participation at CEO Roundtables, we have an exciting opportunity for you. Please read the below descriptions of the types of volunteers we need for this conference. If you are interested in volunteering, please contact Christy Hall, meeting manager, at (317) 875-5250, ext. 1082 or We look forward to hearing from you.

Group Facilitator – Each premium-size group will have a facilitator. Facilitators assist in selecting the discussion topics and act as discussion leaders or assist in finding them. During the event, the facilitator will keep the group on track for time and subject matter.

Discussion Leader – Discussion leaders will take single topics and outline areas to generate input from the group. Discussion leaders do not provide single presentations. NAMIC is willing to provide assistance in researching topics.

Suggestions for Roundtable Discussion Topics:
CEO Roundtables is designed to address issues you face on a regular basis through discussions based on suggested topics. If you have suggestions for session topics at the CEO Roundtables, please let us know. Topic suggestions can be indicated on your registration form or you can contact Christy Hall, meeting manager, at (317) 875-5250, ext. 1082 or We look forward to hearing from you.

Where to Stay

Omni La Costa Resort & Spa

Omni La Costa Resort & Spa
2100 Costa Del Mar Road
Carlsbad, CA 92009
(760) 438-9111

Hotel Overview

Discover the perfect destination, with secluded gardens and lush greenery expansive enough to experience endless family fun under the Southern California sunshine.

Immerse yourself in luxury as you settle into one of 600 rooms, suites, or villas and find perfection in your room's blend of unmatched elegance and modern amenities. Leave stress behind as you indulge at the No. 1 wellness spa, allowing the experienced staff to soothe and rejuvenate tired muscles with one of the indulgent spa packages. Take a break away from the everyday and dive into one of the eight swimming pools, zip down a waterslide, play around at Splash Landing, or soak in the Villa Pool and Jacuzzi. The Edge adult pool offers an unparalleled location to drink up the panoramic views while floating into the evening.

After exploring the property, satisfy appetites at one of the five on-site restaurants. Or turn your stay into a golf outing by teeing off at the championship-quality golf courses, practice your back hand at one of 17 tennis courts, or discover serenity at the Chopra Center for Wellbeing.

Event Hotel Rate And Cut Off Date

Each room is $259 per night based on single/double occupancy plus a $10-per-night resort fee.

CEO Roundtables attendees are responsible for making their own travel and hotel arrangements. NAMIC has contracted a room block for attendees at the Omni La Costa Resort & Spa. A set number of rooms are available at the group rate until March 3, 2017 or until the group block is sold out, whichever comes first. While NAMIC works hard to secure a sufficient number of rooms, we cannot guarantee rooms will be available. Please reserve your room early to secure the group rate. Please call the resort directly at (800) 438-9217 to make your reservation. Refer to the NAMIC CEO Roundtables group rate when making your reservation.

Please contact Julie Motyka if you encounter any problems when making hotel reservations.

Travel Information

Getting to the Omni La Costa Resort & Spa
The Omni La Costa Resort & Spa is located just off of Costa Del Mar Road, nine miles from the seaside resort city of Carlsbad and 30 miles from downtown San Diego and the San Diego International Airport.

Airport Information
San Diego International Airport offers nearly 500 daily flights, including more than 50 nonstop destinations and hundreds of connecting services. Seventeen airlines offer service into the San Diego International Airport. The most popular include:

Taxi Service
Many companies provide taxicab service at San Diego International Airport. If you need a taxi, simply follow the signs leading to the transportation plazas. A transportation coordinator will place you with the first available taxi, unless you specify a particular taxicab company. Taxi fare to the Omni La Costa Resort & Spa begins at $110.

SuperShuttle service is available at the transportation plazas across from terminals 1 and 2. For pricing and reservations, please visit

Self-parking is available at the Omni La Costa Resort & Spa for $18 per night, and valet parking is $25 per night.

Driving Directions from the San Diego International Airport:
Depart San Diego International Airport.
Go east on North Harbor Drive.
Turn left onto Laurel Street (east) (0.5 miles).
Turn left (north) on India Street (0.8 miles).
Take the ramp and go north on Freeway 5 (24 to 26 miles).
Exit on La Costa Avenue and turn right (east) (1.9 miles).
Turn left (north) onto El Camino Real.
Turn right at Costa Del Mar Road and proceed to the resort.

Area Attractions

The Omni La Costa Resort & Spa is the perfect base camp for your Carlsbad adventure or your visit to one of many area attractions. Click on the links below for a sampling of things to do while in the area.

Resort Activities

  • Golf
    The greatest names in golf history have come to the Southern California golf resort at Omni La Costa Resort & Spa, and now is the time to add your name to the illustrious list of players. The San-Diego-area resort is home to 36 holes of some of the most challenging, engaging, and beautiful courses in the state. Guests staying at Omni La Costa Resort & Spa can quickly get to their tee time at the Champions Course and the Legends Course because they are only steps from the lobby.
  • Spa
    Leave stress at the door with a visit to the Southern California Spa at La Costa, located at Omni La Costa Resort & Spa and named the No. 1 wellness spa by Spa magazine. Let the deft hands of the experienced staff soothe and rejuvenate tired muscles with a massage package, or find a new look at the salon. In addition to massages, facials, pedicures, manicures, therapies, and more, guests can find peace of mind and tranquility at the Chopra Center, where professional healers help gain emotional, spiritual, and physical balance.
  • Tennis
    Omni La Costa Resort & Spa features a world-class program managed by Cliff Drysdale Tennis. The international team of USPTA-trained tennis professionals ensure guests will enjoy Drysdale’s “Ultimate Tennis Experience” on every Omni La Costa court.
  • Fitness
    Omni La Costa Resort & Spa’s athletic club offers a wide variety of classes, state-of-the-art athletic equipment, and personal trainers. Choose from a variety of fitness classes, including body sculpting, spin classes, and Zumba.. Yoga, meditation, and Pilates are also available.
  • Pools
    Omni La Costa Resort & Spa features some of the best water activities in San Diego. With eight pools, the options are never ending. Immerse in relaxation with one of the private cabanas, take a dip and soak in the soothing private Spa Courtyard Pool, or dive into excitement at the Sandy Beach Family Pool.
  • Shopping
    Guests can explore great specialty shopping at the Carlsbad, Calif., resort. Shops include La Costa Sport, Golf & Active Wear, Marketplace, Spa Boutique, Audrey’s Boutique, Lilly Pulitzer, LiveWell Boutique, Coastal Dunes, and the Tennis Pro Shop.

Carlsbad Attractions

Known as "The Village by the Sea," the city of Carlsbad offers the charm of a European town with the conveniences of a large city. As you wander streets lined with antique stores, boutique shops, and sidewalk cafes, you'll soon discover much more, including miles of coastline, beautiful flower gardens, and world-class shopping. Be sure to check out the attractions listed below or click here for more information about Carlsbad.

  • LEGOLAND California Resort
    The 128-acre park is designed specifically to appeal to families with children ages 3 to 12. The park features roller coasters, LEGO-themed rides, interactive shows, hands-on attractions, LEGO-building play areas, and the famously breathtaking Miniland, restaurants, shopping, and landscaped features and gardens.
  • Carlsbad Beaches
    Carlsbad’s mild weather and stunning beaches make it one of the best places to visit in California year round. The seven miles of surf, sand, and sun beckon for endless outdoor activities. Soak in the sun, catch some waves, or stroll along the shore. You can always count on Carlsbad’s beaches for ocean fun any time of the year.
  • Aqua Hedionda Lagoon (Carlsbad Lagoon)
    Agua Hedionda Lagoon, sometimes referred to as Carlsbad Lagoon, is a saltwater wetland offering year-round recreational activities. It has facilities for boating, skiing, wake boarding, sailing, windsurfing, and fishing. Kayaking the lagoon is a popular activity, which is best at high tide when numerous streams appear, bringing a multitude of birds and wildlife. Be sure to visit the Agua Hedionda Lagoon Discovery Center. This nature center is dedicated to environmental education and outreach.
  • Shopping
    Shopping in Carlsbad provides the enticing combination of upscale offerings and a casual atmosphere. Walk tree-lined streets to discover art galleries, garden shops, jewelers, clothing stores, boutiques, and a farmer's market with goodies galore. Venture slightly farther from the hotel for more options at the Carlsbad Premium Outlets or the Forum for all your lifestyle needs.

Frequently Asked Questions

What is the suggested attire for business and social gatherings?
Business casual is the suggested attire, but, really, anything goes — this is your meeting.

What registration payment options are available?
The online registration system accepts credit card payments or you can register online and mail in a check payments.

When and how is registration confirmation sent?
Confirmation is sent via email so please enter a valid email address. You will receive your confirmation the quickest if you are paying online. Confirmation will be sent immediately after you submit your credit card information.

Does my registration include a hotel reservation?
No, you will need to contact the Omni La Costa Resort & Spa to make a reservation. NAMIC has contracted a room block for attendees at the rate of $259 per night plus applicable taxes. A set number of rooms are available at the group rate until March 3, 2017, or until the group block is sold out, whichever comes first. While NAMIC studies past attendance trends and the needs of our members, we cannot guarantee rooms will be available. Refer to the NAMIC CEO Roundtables group rate when making your reservation at the resort.

Do I get to pick the group I want to be in?
No, groups are based on your company’s direct written premium. You will be notified in advance of the meeting of your group assignment and provided an attendee list of those in your group.

What is the weather like this time of the year in Carlsbad?
The average high in early April is 66 degrees. The average low is 53 degrees.

How can I access my group’s materials prior to the meeting?
In an effort to reduce paper use and address the changing needs of our members, we have elected to provide the meeting materials online through NAMIC’s Mutual Docs secure document storage system. All materials will be made available ahead of time if you prefer to print them. We encourage all participants to bring a laptop or tablet to access materials on site.

Posted: Saturday, March 29, 2014 2:04:13 PM. Modified: Thursday, October 13, 2016 12:30:44 PM.

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