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NAMIC Farm Mutual Forum | May 23-25, 2017

Event Contact

Christy Hall

Christy Hall
Meeting Manager
317.876.4282

Kristen Spriggs

Kristen Spriggs
Senior Vice President - Member Development
317.876.4234

General Information


New Name, Renewed Purpose.
The Farm Mutual Forum is a gathering place for farm mutual industry professionals to connect, engage, and advance. From the flash forum for state associations to the carefully designed Professional Farm Mutual Manager courses, the Farm Mutual Forum is where attendees can find networking opportunities and educational sessions that encompass the aspects of running and working with farm mutual companies. At Farm Mutual Forum – managers, directors, board members, state association leaders, service partners, and up-and-coming – leaders of the industry can benefit from the technical and strategic education offered.

Farm Mutual Forum Brochure

This event is intended for:


Although the Farm Mutual Forum is a gathering place for all farm mutual professionals, the educational sessions and networking opportunities will be specifically targeted for:

  • Company Manager – the chief staff member or executive of the farm mutual insurance companies

  • Next Generation Leader – employees of farm mutual insurance companies who may or may not currently be in a management position; responsibilities are typically focused on one specific function for the company such as claims or underwriting

  • Directors – board members of farm mutual insurance companies

  • State Association Leaders – individuals who represent the state/provincial associations; individuals may be employed by the state association or may be in a volunteer leadership position, often working for an insurance company

Leadership Development Planning Committee


Chairman
Brian Dettmer, PFMM
Company Manager
German Mutual Insurance Company of Indiana

Vice Chairman
Chris Feldt, PFMM
Manager
Heartland Mutual Insurance Company

Immediate Past Chairman
Jim Wellman, PFMM, FMDC
President/Secretary/Treasurer
German Farmers Mutual Insurance Company

Ex-officio Member (FMC Board Chairman)
Tim Koppenhaver, PFMM
Executive Vice President
Loudoun Mutual Insurance Company

Bob Abens, PFMM, CIC
Secretary/Manager
Humboldt Mutual Insurance Association

Angie Dallam, CPA
Manager & Secretary/Treasurer
Peru Waltham Mutual Insurance Company

Casey Gibbs, CIC
Director of Reinsurance Marketing
Grinnell Mutual Reinsurance Company

Jennifer Glassgow
Secretary-Treasurer
Southwest Iowa Mutual Insurance Association

Scott Lahr, PFMM
Manager
Members Mutual Insurance Association

Alan Mahaffey, PFMM
Secretary/Treasurer
Farmers Mutual Fire Insurance Association of Guthrie County

Paul Maher, PFMM
President
DMC Mutual Insurance Association

Leslie Rippley, CIC AU
Vice President, Commercial, Farm, & Agriculture
American Association of Insurance Services

Mary Jo Robison, PFMM, FMDC
Secretary/Treasurer/Manager
LaPrairie Mutual Insurance Company

Scott Safe, PFMM
Manager
Vasa Spring Garden Mutual Insurance Company

Wes St. Clair, PFMM
Senior Manager Development
IMT Group

Bobbie Stokke, CPCU, ARe, ARM, AIC, PFMM, AFIS
Regional Territory Manager
Mutual Boiler Reinsurance

Staff Liason
Christy Hall
Meeting Manager
NAMIC

Staff Liason
Kristen L. Spriggs
Vice President – Member Development
NAMIC

Forum Registration Fees


Registrations received on or before Thursday, March 23, 2017 are applicable to receive the early bird discount.

 

On or before March 23, 2017

On or after March 24, 2017

PFMM/FMDC*

$588

$588

State Association Leaders

$588

$588

Member

$635

$735

Nonmember

$835

$935

Guest

$125

$125

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

First Time Attendees


We want to know if this is your first time to participate in the NAMIC Farm Mutual Forum. We would like to get to know you and provide you with some insights to maximize your experience. Don’t be shy, please indicate on your registration form if you are a first-time attendee. We are excited to meet you!

Guest Registration Information


We invite you to bring a guest with you to this year’s Farm Mutual Forum. Guest registration includes reception on Tuesday, May 23, breakfast on Wednesday, May 24, and breakfast on Thursday, May 25.

Accommodations


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.

Registration Confirmation


You will receive a detailed e-mail confirmation upon successful completion of the registration process for this event; please make sure to enter a valid e-mail address on the registration form. If you have any questions regarding your registration, please e-mail registrar@namic.org or call (800) 336-2642.

Cancellations


All registration cancellations and transfers MUST be made in writing. Cancellations received on or before April 24, 2017 are 100 percent refundable. After April 24, 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 May 1, 2017, so please plan accordingly. Please note: Optional Dinners/Activities follow the NAMIC Cancellation Policy. You may substitute a participant at no additional charge. Please forward all requests to registrar@namic.org or fax (317) 876-6213. Cancelling a seminar registration with NAMIC does not cancel a hotel reservation.

Meeting Attire


The suggested dress code for this meeting is business casual.

Questions?


If you have any questions regarding your registration, e-mail registrar@namic.org or call (800) 336-2642. If you have any questions regarding the forum, e-mail Christy Hall at chall@namic.org or call (800) 336-2642 ext. 1082.

Agenda


At Farm Mutual Forum, attendees have the opportunity to participate in educational sessions that are part of NAMIC’s two certification programs: Professional Farm Mutual Manager (PFMM) and Farm Mutual Director Certification (FMDC). Both certifications have credit hour/module requirements in order to become certified as well as maintenance requirements. NAMIC is the only provider of PFMM education, whereas FMDC education is offered at the state/regional level as well.

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

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

  • Serve as a gathering place for representatives of farm mutual companies and the vendors, suppliers, and state associations that support them

  • Create a unique schedule of educational 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 them grow

Subject to change without notice.

If you are working to earn your PFMM designation, it is required to attend all sessions marked as PFMM required. Please see the agenda below for required sessions. If you already have your PFMM designation, or are not pursuing it, you are welcome to attend any of the concurrent sessions.

Tuesday, May 23

8:00 - 11:30 a.m.

Flash Forum (Invitation Only)

9:00 a.m. - 5:30 p.m.

Event Information Desk - Registration

10:30 - 11:30 a.m.

Committee Huddle

11:00 a.m. - 12:00 p.m.

Lunch

11:00 a.m. - 5:30 p.m.

Solutions Showcase
From the smallest issue to the biggest challenge, we’ve got the solutions. This is your opportunity to connect with many quality service providers and notable industry solutions experts. The Solutions Showcase is only open Tuesday and Wednesday.

12:00 - 12:15 p.m.

Welcome and Introductions
NAMIC’s Senior Vice President of Member Development Kristen Spriggs will bring you latest updates on what we’ve been up to and the issues facing our industry. Plus, you’ll get tips on how to maximize your time at Forum.

Kristen L. Spriggs
Vice President, Member Development
NAMIC
Indianapolis, Ind.

12:15 - 12:30 p.m.

NAMIC Chairman Update

Steve Linkous
President & CEO
Harford Mutual Insurance Company
Bel Air, Md.

12:30 - 1:30 p.m.

Keynote Address: 40 Lessons in 40 Years
After retiring from a 43-year career in the property/casualty insurance industry, Jim Kennedy asked himself, “What did I learn over the last four decades?" Join Jim as he shares experiences, challenges, and lessons learned from his time as an industry leader. As the former CEO of Ohio Mutual Insurance Group, Jim will reveal valuable insights into the history and future of the industry, including anecdotes of work, life, relationships, and business that will prove valuable to everyone from future leaders to seasoned managers.

James J. Kennedy, CPCU
Consultant
Taft Business Consulting
Columbus, Ohio

1:30 – 1:50 p.m.

Networking Break

1:50 – 2:50 p.m.

Concurrent Sessions

  1. PFMM Session: Legal and Ethical Issues
    PFMM Credit Qualifying Session
    This session qualifies for 1.0 CPE credit in Regulatory Ethics field of study.

    This session will review the Privacy Act and confidentiality agreements to help you understand how to remain compliant with state and federal insurance regulations. You’ll also learn about whistleblower legislation, conflict of interest, and the basics of employment law.

    Learning Objectives:

    • Review the Privacy Act and confidentiality agreements

    • Understand how to be compliant with state and federal insurance regulations

    • Receive information on whistleblower legislation (in Canada and the United States)

    • Learn about conflict of interest (manager/agent and director)

    • Understand the basics of employment law and contracts

    Mary Anne Medina
    Director of Business Development
    One Call Claims
    Orlando, Fla.

  2. A Bird’s-Eye View of Drones
    From Amazon deliveries to surveillance, drones are changing the way we fly the friendly skies. Aaron Pierce of Pierce Aerospace will share the latest federal regulations, what’s next in the world of unmanned aerial systems, and how they will impact the way you insure clients.

    Aaron Pierce
    CEO
    Pierce Aerospace
    Carmel, Ind.

  3. Learning Lab: Using Excel for Your Business – Beginner
    This session qualifies for 1.0 CPE credit in Computer Software and Applications field of study.
    Microsoft Excel can be an incredibly useful tool for your company. In this session, you’ll discover keyboard shortcuts, formulas, and formatting skills, plus all the basics on table and graph creation to save you time, reduce errors, and allow you to report valuable information. Bring your own laptop or use one we’ll provide for this hands-on learning opportunity. No experience is needed.

    Learning Objectives:

    • Learn how to navigate your data more efficiently

    • Understand built-in features, formulas, and functions

    • Learn helpful commands and shortcuts

    Erik Barker
    Membership Manager
    NAMIC
    Indianapolis, Ind.

2:50 - 3:10 p.m.

Networking Break

3:10 – 4:10 p.m.

Concurrent Sessions

  1. PFMM Session: Loss Control – Part 1
    PFMM Credit Qualifying Session
    The first hour of this session will focus on understanding the development of a loss control program. It will include information on how to get started as well as review the inspection process and outline the importance of creating consistency.

    Chris Buechle
    Senior Loss Control Specialist
    American Family Insurance Company
    Lincoln, Neb.

  1. Time Management
    This session qualifies for 1.0 CPE credit in Personal Development field of study.
    Always feel like you need more time? This is the session for you. Dr. Karen Grothe will help you identify the behaviors that are holding you back and teach you to develop strategies to become more efficient and to better manage your time. Learn about “time gobblers” and how to prioritize, schedule, and change your standards and expectations to feel less hurried and less harried in your personal and professional life.

    Learning Objectives:

    • Discuss the importance of good time management skills

    • Identify activities that limit effective use of time

    • Describe strategies to improve efficiency and time management skills

    Karen B. Grothe, PhD, ABPP, LP
    Clinical Psychologist & Associate Professor
    Department of Psychiatry & Psychology, Mayo Clinic
    Rochester, Minn.

  1. Learning Lab: How to Effectively Use Excel – Intermediate to Advanced
    This session qualifies for 1.0 CPE credit in Computer Software and Applications field of study.
    If you already have some experience using Microsoft Excel to develop your business tracking and reporting but want to up your game, this is the session you’re looking for. We’ll teach you techniques, formulas, and formatting that go beyond the basics and sharpen your skills to make you a master of Excel. Bring your laptop or use one we’ll provide for the hands-on learning opportunity.

    Learning Objectives:

    • Learn advance keyboard shortcuts to more efficiently use Excel

    • Learn how to use pivot tables to build reports

    • Learn how to use advance filtering to drill down on data quickly

    • Learn advance formulas such as VLOCKUP and GETPIVOTDATA

    Aaron Madison
    Senior Manager
    IMT Computer Services
    West Des Moines, Iowa

4:10 - 4:30 p.m.

Networking Break

4:30 – 5:30 p.m.

Concurrent Sessions

  1. PFMM Session: Loss Control – Part 2
    PFMM Credit Qualifying Session
    Hour two will focus on understanding the basic inspection procedures and guidelines. It will include information on inspector training options as well as how to identify red flags that may affect the company’s bottom line.

    Chris Buechle
    Senior Loss Control Specialist
    American Family Insurance Company
    Lincoln, Neb.

  2. Paper vs. Paperless: Cloud Impact to Your Operations
    This session qualifies for 1.0 CPE credit in Information Technology field of study.
    The cloud is the new paper. If you don’t know how it’s going to affect your business, now is the time to find out. Hard copies are going the way of the dinosaurs as digitization grows to include paperwork, forms, and files. This session will give you an overview of what a paperless workplace might look like and how it would operate. You’ll analyze the pros and cons of going paperless and learn how to determine if it’s the right move for your company. We’ll get real about the hurdles you may encounter and the efficiencies you’ll want to embrace, including growing security and data concerns.

    Learning Objectives:

    • Understand what a paperless environment is

    • Determine if pursuing a paperless environment is right for your company

    • Gain useful knowledge and tips to streamline your paperless transition

    • Analyze the pros and cons of going paperless

    Nick Hager
    Manager
    Kelso & Shelby Farmers Mutual Insurance Company
    Amboy, Minn.

    Aaron Madison
    Senior Manager
    IMT Computer Services
    West Des Moines, Iowa

  3. Using Social Media: Where Do I Begin?
    This session qualifies for 1.0 CPE credit in Communications and Marketing field of study.
    It’s no secret social media is changing the way business is done today. The increase in social media use and evolvement in technology have led to customers having more information at their fingertips and demanding much more much faster than ever before. We’ll dig deeper into basics of social media and talk about what it takes to create and maintain successful social media sites. This session will help you identify which social media platform is the right fit for your company, discuss setup procedures, and determine best practices on how to successfully reach and engage your audience via social media. Get ready for lots of likes!

    Learning Objectives:

    • Identify which social media platform is the right fit for your company

    • Discuss set-up procedures on social media sites

    • Determine best practices on how to successfully reach and engage with your audience via social media

    Erin Wonsmos
    Marketing Supervisor
    The IMT Group
    West Des Moines, Iowa

6:00 - 8:00 p.m.

Welcome Gathering
Grab some pub grub or gather around the fire pit to catch up with old friends and meet some new ones at an exclusive event for our attendees and registered guests. This casual gathering will be held at Eaglewood Sports Bar with remarkable views of the golf course and a laid-back vibe, which are perfect for connecting with peers.

Wednesday, May 24

7:00 – 8:00 a.m.

Breakfast
Enjoy a full breakfast buffet, grab a cup of coffee, and connect with fellow attendees before the sessions start.

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

Event Information Desk

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

Solutions Showcase
Take advantage of this convenient opportunity to connect with many service providers and industry solutions experts. Solutions Showcase closes today.

8:00 – 9:00 a.m.

Concurrent Sessions

  1. PFMM Session: Underwriting Property and Liability – Part 1
    PFMM Credit Qualifying Session
    This session will focus on the importance of developing underwriting guidelines and knowing the types of questions to ask to properly underwrite a risk. It will also review the philosophy of evaluating rate adequacy and re-underwriting your book of business throughout all four hours of this PFMM course.

    Elise Farnham, CPCU
    President
    Illumine Consulting
    Grantville, Ga.

  1. Creating a Better Board
    This session will focus on the board's understanding of its roles and responsibilities. We’ll discuss how to share fiduciary duties and the governance-management model and talk about risk awareness for directors. Additionally, we’ll present useful real-world examples of how boards relate to committees and some of the smartest practices we’ve found at the board table.

    Bob Harris, CAE
    Author and Trainer
    The Nonprofit Center
    Tallahassee, Fla.

  1. By-Peril Ratings
    Jason Buchek of Alamance Farmers Mutual and Jeff Holaway of the American Association of Insurance Services will present the opportunities and challenges of designing, developing, and implementing a by-peril rating plan for insuring owner-occupied homes to grow and retain profitable business.

    Jason Buchek
    Operations Manager
    Alamance Farmers’ Mutual Insurance Company
    Springfield, Mo.

    Jeff Holaway
    Onboarding Relationship Manager, Personal Lines
    American Association of Insurance Services
    Wheaton, Ill.

9:00 – 9:20 a.m.

Networking Break

9:20 – 10:20 a.m.

Concurrent Sessions

  1. PFMM Session: Underwriting Property and Liability – Part 2
    PFMM Credit Qualifying Session
    Hour two will provide an overview of the tools available for underwriting. It will discuss the importance of complete and accurate applications, the risks associated with not completing an on-site review, and the potential risks and exposures with underwriting property. In addition, it will cover actual cash value versus replacement cost and insurance to value.

    Elise Farnham, CPCU
    President
    Illumine Consulting
    Grantville, Ga.

  2. Strategic Direction
    FMDC Management Qualifying Session under course name: Strategic Business Planning
    Does your board have the roadmap to success? In this session, you’ll learn the importance of developing a strategic plan to guide your directors toward excellence in leadership and corporate governance. However, it’s not enough to simply create the plan, so we’ll look at how to implement it as a tool for developing stronger leaders. Best practices and useful examples from planning to deployment will also be discussed.

    Bob Harris, CAE
    Author & Trainer
    The Nonprofit Center
    Tallahassee, Fla.

  3. Pop-Up Discussion Topic

10:20 – 10:40 a.m.

Networking Break

10:40 – 11:40 a.m.

Concurrent Sessions

  1. PFMM Session: Underwriting Property and Liability – Part 3
    PFMM Credit Qualifying Session
    Next, we will focus on understanding the potential risks and exposures with underwriting liability.

    Elise Farnham, CPCU
    President
    Illumine Consulting
    Grantville, Ga.

  2. Identifying the Differences Between ACV vs. RCV vs. Market Value
    This session will help you distinguish between actual cash value, replacement cost value, and market value as commonly understood and applied within the underwriting and adjusting disciplines. You’ll be challenged to make valuations in a group learning exercise. The session will include discussions about the use of exemplar building materials and various construction methods, giving you a better understanding of how to identify and evaluate these areas and their importance in making accurate valuations for property risks.

    Jeff Blevins
    Manager of Property Loss Consulting
    Wisconsin Reinsurance Corporation
    Rockford, Ill.

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

  3. Marketing to Millennials Through TraDigital Means
    This session qualifies for 1.0 CPE credit in Communications and Marketing field of study.
    It’s time to get “TraDigital.” This session will take you through the impact of TraDigital advertising, focusing on the ways companies are utilizing traditional advertising to support their digital efforts, and vice versa. You’ll learn how millennials use and respond to advertising across a variety of platforms and how these advertising mediums impact web traffic based on ad spend.

    Learning Objectives:

    • Understand how to utilize traditional advertising to drive digital efforts

    • Learn what type of advertising media millennials are responding to

    • Understand how online advertising impacts spending

    • Learn what digital channels appeal to which age groups so you know your audience

    Jim Lake
    Vice President, Managing Partner
    Michael Walters Advertising
    Chicago, Ill.

11:40 a.m. – 12:40 p.m.

Networking Lunch
Enjoy lunch and connect with fellow attendees and speakers during this extended break.

12:40 – 1:40 p.m.

Concurrent Sessions

  1. PFMM Session: Underwriting Property and Liability – Part 4
    PFMM Credit Qualifying Session
    We’ll wrap up by focusing on transitioning from a paper manual to underwriting automation, updating files, and conducting new procedure and guideline reviews. We will also discuss the reasons for cancellations and non-renewals, review the process and importance of underwriting renewals, and touch on the importance for file audits.

    Elise Farnham, CPCU
    President
    Illumine Consulting
    Grantville, Ga.

  2. Understanding and Reading Financial Statements – Part 1
    FMDC Finance & Accounting Credit Qualifying Session under course name: Understanding and Analyzing Financial Statements
    Financial statements are so much more than just numbers. In the first part of this extended session, you’ll learn how to take a deeper dive into your company’s financial information and financial statements to better understand what these numbers mean. Rather than a jumble of numbers, you’ll start to see trends and metrics you can analyze to impact your business and its potential growth.

    Abby De Zeeuw, CPA, MBA
    Partner
    Cain Ellsworth & Company, LLP
    Sheldon, Iowa

  3. Developing an Underwriting Manual
    If your company doesn’t have an underwriting manual, you’ll soon be on your way! This hands-on session will provide you with reasons why you need an underwriting manual and even give you a template. Learn what should and should not be included, why brevity is key in the risk lists, how to tie the manual to your agent contract, and how to use it to train a successor. Be sure to stick around for an interactive learning lab to start developing your own manual.

    Becky Haug, CPCU, J.D.
    Insurance & Legal/Compliance Resource
    Insurance Training Solutions
    Madison, Wis.

1:40 – 2:00 p.m.

Networking Break

2:00 – 3:00 p.m.

Concurrent Sessions

  1. PFMM Session: Technology – Part 1
    PFMM Credit Qualifying Session
    This session will focus on the importance of technology to company operations by reviewing resource allocation and how technology applies to all generations. We will also discuss proper safety procedures when dealing with technology and different technology disaster recovery efforts.

    Wes St. Clair
    Senior Manager Development
    IMT Computer Services
    West Des Moines, Iowa

  2. Understanding and Reading Financial Statements – Part 2
    You’ve got a basic understanding of the importance of your financial statements; now it’s time to dig a little deeper. In the second half of this session, you’ll review a real-world case study and work through a step-by-step analysis. This exercise will be followed by insights and suggestions on using the information to drive better decisions and better strategy. Finally, you’ll see how everything is connected: better data + better information + better decisions = better results. It’s a simple equation.

    Abby De Zeeuw, CPA, MBA
    Partner
    Cain Ellsworth & Company, LLP
    Sheldon, Iowa

  3. Learning Lab: Developing an Underwriting Manual
    This lab directly follows the “Developing an Underwriting Manual” session and lets you get hands on in starting a manual from scratch or auditing your current one. You’ll get access to an easy-to-use template, have a chance to ask questions, and receive expert guidance as you launch your own manual-development process.

    Becky Haug, CPCU, J.D.
    Insurance & Legal/Compliance Resource
    Insurance Training Solutions
    Madison, Wis.

3:00 - 3:20 p.m.

Networking Break

3:20 – 4:20 p.m.

Concurrent Sessions

  1. PFMM Session: Technology – Part 2
    PFMM Credit Qualifying Session
    The session’s final hour will focus on understanding how to develop a technology implementation plan, a company website and social media accounts, and a paperless system. It will discuss available technology options for underwriting and claims and financial management, including the technology options available for monetary transactions, as well as review rating and quoting systems.

    Wes St. Clair
    Senior Manager Development
    IMT Computer Services
    West Des Moines, Iowa

  2. Identifying, Selecting, and Monitoring KPI’s
    Successful companies must understand the trends that are shaping or otherwise impacting their niches. Join this session to learn how to monitor your company’s financial health and profitability and how to interpret critical financial ratios. Identifying your company’s KPI indicators and how they measure up could be a make-or-break moment in your business’s operations.

    Joseph Petrelli
    President & Founder
    Demotech, Inc.
    Dublin, Ohio

  3. Pop-Up Discussion Topic

5:30 - 9:00 p.m.

Optional NAMIC PAC Activity | Bowling, Beers, and Bites
Like beer? Like bowling? Then join NAMIC PAC for Bowling, Beers, and Bites in Itasca. Come show off your skills (or lack thereof) and enjoy a fun evening of eating, drinking, and socializing. We’ll have a prize for the top and bottom bowlers and unlimited food and drinks for all – so everybody wins. The requested contribution of $75 includes dinner, open bar, and unlimited bowling. Please contact Laura Grace Ashton at lgashton@namic.org if you would like to participate.

Thursday, May 25

7:00 a.m. – 12:00 p.m.

Event Information Desk

7:00 – 8:00 a.m.

Breakfast
Enjoy a full breakfast buffet, grab a cup of coffee, and connect with fellow attendees before the sessions start.

8:00 – 9:00 a.m.

Concurrent Sessions

  1. PFMM Session: Claims – Part 1
    PFMM Credit Qualifying Session
    This session will focus on understanding basic investigation practices and steps to go through for a claim. It will also discuss the development of a claims procedure.

    Brad Fowler
    President & CEO
    Cameron Mutual Insurance Company
    Cameron, Mo.

  2. Update on the Current Economic Environment
    This session qualifies for 1.0 CPE credit in Economic field of study.
    Join this session for the latest updates on the current economic climate and how it will impact the industry and your business in the months and years ahead. The winds of change are blowing, but you can be prepared to weather any storm that comes your way.

    Learning Objectives:

    • Review the current state of the economy and prospects for the future

    • Learn about areas of economic strength and weakness

    • Learn about the outlook for interest rates, bond markets, and stock markets

    Greg Sweeney, CFA
    Chief Investment Officer
    Bell Bank
    Boise, Idaho

  3. Human Resources 101: The Interview and Selection Process
    Come get a crash course on interviewing and learn how behavioral interview questions can indicate a candidate’s success in your organization. This interactive session will teach you how to verify a candidate’s technical skills, remind you of the questions you legally can’t ask, and give you the knowledge needed to manage the selection process. Put on your HR hat and get empowered.

    Karen Sheridan
    Director, Human Resources
    American Association of Insurance Services
    Wheaton, Ill.

9:00 – 9:15 a.m.

Networking Break

9:15 - 10:15 a.m.

Concurrent Sessions

  1. PFMM Session: Claims – Part 2
    PFMM Credit Qualifying Session
    The second part of this discussion will focus on understanding the importance of conducting claims file audits and the proper handling of bad faith and fraudulent claims. It will also discuss how to claim your dollars after a loss through processes such as salvage, subrogation, and restitution.

    Brad Fowler
    President & CEO
    Cameron Mutual Insurance Company
    Cameron, Mo.

  2. Successful Investment Strategies for Small Mutuals
    FMDC Finance & Accounting Credit Qualifying Session under course name: Investment Perspective
    This session qualifies for 1.0 CPE credit in Finance field of study.

    Guide your directors toward making smart investments with this informative session on strategies and solutions for small mutuals. Get your board ready for risk assessment and investment strategy to set your business up for future success.

    Learning Objectives:

    • Understand current economic and market conditions and how they affect the insurance industry

    • Learn how to take advantage of opportunities that exist and how to avoid challenges

    • Learn when to use in-house or outsourced investment management services

    Greg Sweeney, CFA
    Chief Investment Officer
    Bell Bank
    Boise, Idaho

  3. NAMIC Services: Getting the Most Out of Your Membership
    FMDC Management Credit Qualifying Session under course name: Maximizing Your NAMIC Membership
    NAMIC is committed to offering you an array of products and services tailored to your needs. For small- to medium-sized mutual members, this includes insurance products, benchmarking and marketing surveys, and talent-management solutions. Join us for this open forum to learn how NAMIC can help your company thrive throughout 2017 and beyond.

    Erik Barker
    Membership Manager
    NAMIC
    Indianapolis, Ind.

10:15 – 10:30 a.m.

Networking Break

10:30 a.m. - 12:00 p.m.

Peer-to-Peer Learning | Roundtable Discussions
Learn from your peers in this roundtable discussion that allows farm mutual professionals to focus on industry changes and emerging issues. Get ready to discuss the issues you are facing and the many ways you tackle problems and achieve success.

12:00 p.m.

Forum Adjourns

CPE Information for Farm Mutual Forum


Prerequisites:
There are no prerequisites for this conference.

Advance Preparation:
There is no advance preparation required for this conference.

Delivery Method:
This conference will be conducted in a Group-Live Setting.

NAMIC’s Farm Mutual Forum has been certified for a total of 9.0 CPE credits in the fields of Communications and Marketing, Computer Software and Applications, Economics, Finance, Information Technology, Personal Development and Regulatory Ethics.

Program Level:
This program level is an overview.

NAMIC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.For more information regarding administrative policies such as refunds, cancellations and complaints, please contact NAMIC at 800-336-2642.

Where to Stay


Eaglewood

Eaglewood Resort & Spa
1401 Nordic Road
Itasca, Ill. 60143
(630) 773-1400

Hotel Overview


This Midwest resort is highly inspired by nature, as well as the legendary work of Frank Lloyd Wright, who is known for his Prairie Path style architecture throughout the Chicagoland area. Guests experience interior spaces that capture the essence of its beautiful surroundings, with naturally lit meeting and guest rooms overlooking a remarkable 18-hole golf course.

Event Hotel Rate and Cut Off Date


Rate: Each standard room is $154 plus tax per night based on single/double occupancy.

Farm Mutual Forum attendees are responsible for making their own travel and hotel arrangements. NAMIC has contracted a room block for attendees at the Eaglewood Resort & Spa. If you need a room at the Eaglewood Resort & Spa, please email Christy Hall with NAMIC. NAMIC has reserved a limited number of rooms at a discounted group rate of $154 plus tax for participants. These rooms will be assigned on a first come, first served basis through NAMIC. Additional rooms are also available at nearby hotels:

Travel Information


Getting to Eaglewood Resort & Spa

If you are traveling by car, please click here or visit your preferred mapping website for the most accurate and up-to-date driving directions.

Airport Information

The closest major airport to Itasca is the Chicago O’Hare International Airport just 12 miles from the Eaglewood Resort & Spa.

Airlines serving Chicago O’Hare International Airport include:

Ground transportation to/from Chicago O’Hare International Airport

  • Estimated taxi fare from Chicago O’Hare International is $40-$50.

  • Estimated Uber fare from Chicago O’Hare International is $27-$35.

  • Estimated Lyft fare from Chicago O’Hare International is $25.

Parking

Eaglewood Resort & Spa offers complimentary self-parking.

Driving Directions

From O'Hare International Airport
Take I-190 east toward Chicago. Take I-294 south to I-290 west. Take I-290 west to the US-20/Lake Street/I-355 exit (Exit #7) toward Joliet. This is the second route 20 exit! (Do not take the first route 20 exit #12 toward York Rd.) Keep right at the fork in the ramp. Turn right (west) onto Lake Street to Swift Road. Turn right (north) onto Swift Road and proceed 1/3 mile to the entrance of Eaglewood, which is on the left.

From the East
Take I-290 west to the US-20/Lake Street/I-355 exit (Exit #7) toward Joliet. This is the second route 20 exit! (Do not take the first route 20 exit #12 toward York Rd.) Keep right at the fork in the ramp. Turn right (west) onto Lake Street to Swift Road. Turn right (north) onto Swift Road and proceed 1/3 mile to the entrance of Eaglewood, which is on the left.

From the North
Take I-294 south to I-290 west, I-290 west to the US-20/Lake Street/I-355 south exit towards Joliet. Keep right at the fork in the ramp. Turn right (west) onto Lake Street to Swift Road. Turn right (north) onto Swift Road and proceed 1/3 mile to the entrance of Eaglewood, which is on the left.

From the South
Take I-294 north to I-290 west. Take I-290 west to the US-20/Lake Street/I-355 south exit (Exit #7) toward Joliet. Keep right at the fork in the ramp. Turn right (west) onto Lake Street to Swift Road. Turn right (north) onto Swift Road and proceed 1/3 mile to the entrance of Eaglewood, which is on the left.

From the West
Take I-88 east to I-355 north to the US-20/Lake Street exit. Turn left (west) onto Lake Street to Swift Road. Turn right (north) onto Swift Road and proceed 1/3 mile to the entrance of Eaglewood, which is on the left.

Area Attractions


Visit Eaglewood Resort & Spa and receive access to the charm of the northwest Chicago area, with other great things to do outside of the resort.

Resort Activities

  • Fitness Center & Pool: Eaglewood Resort & Spa makes it easy to take your healthy-self with you! Enjoy Eaglewood’s fully equipped fitness center featuring 3 workout studios located in the recreation building or at our fitness suite.
  • Golf: Play at one of the most inspiring Chicago championship golf courses, set in a captivating atmosphere full of rolling greens, majestic trees, and sparkling lakes.
  • Spa: Take the journey towards pure tranquility at The SPA at Eaglewood Resort. The Spa offers a full-service of treatments for body, hair, and nail for men, women, and children.

Local Attractions

  • Medieval Times: Experience an adventurous night of epic battles. Medieval Times in Schaumburg, Illinois seats over 1,000 people in a castle for a night full of adventure, romance, and a royal feast.
  • LEGOLAND Discovery Center: Journey through a medieval castle on the Dragon ride and pedal to the skies on the Technicycle ride, fell a part of the story in the 4D cinema, see iconic Chicago landmarks in MINILAND, and much more! It's the ultimate place for all LEGO fans, for the young and young at heart!
  • Lynfred Winery: The oldest and largest continuously operating, bonded winery in the state of Illinois, producing over 50 varietals and 25,000 cases per year. Features a tasting room and gift shop.
  • Stratford Square Mall: Just 10 minutes from Eaglewood Resort & Spa, this mall features shopping at Carson Pirie Scott, JCPenney, Kohl's, Macy's, Sears, and Burlington Coat Factory. Stratford also offers several dining options, glow-in-the-dark mini golf, and a movie theater.
  • Woodfield Mall: Currently the largest mall in the Chicago area, Woodfield has the finest collection of department stores and specialty shops in the Great Lakes region including Nordstrom, Macy's, Lord & Taylor, JCPenney, Sears and nearly 300 other stores and restaurants.

 

 

Frequently Asked Questions


What is the suggested attire for business and social gatherings?
Business casual

Do I have to be a Profession Farm Mutual Manager to attend this seminar?
You do not have to be a PFMM to attend this meeting. However a majority of attendees have either earned their PFMM designation or are working toward earning the designation. If you are interested in the topics that are being presented at forum and have not enrolled to be a PFMM, you can download the application here, There is a one-time $50 fee associated with the application. Please click here to learn more about the PFMM designation or you may email pfmm@namic.org with questions.

If I already have my PFMM designation, do I have to go to the PFMM sessions?
If you are attending the Farm Mutual Forum for PFMM maintenance, you are welcome to attend any of the concurrent sessions.

Do I have to attend the same type of session during every time slot?
No you do not. The only sessions that are required are the PFMM courses for those who are working towards their PFMM designation. There does not have to be consistency in the types of sessions you choose to attend. We encourage you to attend courses that you will find most beneficial.

What registration payment options are available?
The online registration system accepts credit card payments, check payments and multiple registrations under the same payment method.

When and how is registration confirmation sent?
Confirmation is sent via email so please enter a valid email address. If registering more than one person at a time you will need to forward the confirmation email to each attendee. 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 Eaglewood Resort & Spa to make a room reservation. NAMIC has contracted a room block for attendees at the Eaglewood Resort & Spa. A set number of rooms are available at the group rate until April 27, 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. Please plan ahead and secure your reservation as soon as possible to receive the group rate. Refer to the NAMIC Farm Mutual Forum group rate when making your reservation at the hotel.

What is the weather like this time of the year in Itasca?
In May, the average daytime high is 70 F with average evening lows of 47 F.

How do I obtain an advance copy of the registration list?
In an effort to provide our sponsors, speakers, and attendees the best level of service, we will send an electronic list of current registrants for events to the attendee or to the e-mail listed as the main contact as follows:
Attendees: At least 7 days in advance of the event with the pre-conference communication.
Sponsors: 60 days, 30 and 15 days in advance of the event, once payment has been received.
Speakers: 60 days, and 30 days in advance of the event.

If you have any questions regarding this policy, e-mail chall@namic.org or call (800) 336-2642 ext. 1082.