A New Horizon.

 

Join us alongside 650 high-net-worth risk management professionals on October 28-30, at the 2024 PRMA Summit in Arlington, Texas as we explore limitless opportunities for thought leadership, learning, and collaboration. Together we will expand the horizons of what we can achieve together.

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THE 2024 PRMA SUMMIT IS SOLD OUT! 
2024 SUMMIT SPONSOR
Cincinnati Private Client

What You’ll Learn:

Industry leading education designed for all levels of personal risk managers – from executives to entry level. Timely topics focused on what you need to know for tomorrow, not today. Leave the PRMA Summit on the cutting edge of trends effecting you and your clients. 

Education

Who You’ll Meet:

You’ll be in good company at the 2024 PRMA Summit. Meet fellow personal risk advisors who are passionate about serving the high net worth insurance space. Carrier representatives, brokers, agents, wealth managers, financial advisors, service providers – and many more.

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Best-In-Class Education

Cybersecurity

Cybersecurity Challenges: Mitigating Risks for HNW Individuals

Cybercrime and social engineering are the primary loss drivers for high-net-worth clients. This session will focus on preparing for the future impact and changes these threats pose.

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Social Inflation: Managing Rising Liability Risks

This breakout session will dive into the concept of social inflation, providing the latest statistics and data to highlight current trends and their potential impact on the industry.

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Collectible Trends: What’s Hot and What’s Next

Expand your knowledge on what the younger generation is currently into and expand your knowledge on the lesser-known collectibles that are gaining traction.

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Multigenerational Wealth Strategy: Succession Planning for HNW Clients

Create lasting connections between generations, involve the next generation in succession planning, and ensure brokers are well-versed in wealth preparation, comparable to family offices.

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2024 Speaker Lineup

Keynote Speaker

Shola Richards

Founder & CEO, Go Together Global & Best-Selling Author

Shola Richards is a dynamic keynote speaker, the best-selling author of “Making Work Work”, and “Go Together”, an in-demand workplace civility expert, and a prolific writer with a passionate worldwide following. His articles and wildly-popular Monday morning “Go Together Movement” email series have impacted people in over 160 countries, and his work has been featured on the Today Show, CBS This Morning, Forbes, Black Enterprise, Complete Wellbeing India, and Business Insider Australia.

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1

Amazing Event

50+

Exhibitors

200+

Organizations

650+

Attendees
Follow the PRMA Summit LinkedIn Page for Updates

Agenda

Monday, October 28, 2024

SPONSORED BY:
11:00am – 4:00pm
 Ride & Drive

Get behind the wheel of a sports car your clients likely own and experience it firsthand! Reservation required.

2:00pm – 7:00pm
 Attendee Registration
3:30pm – 4:30pm
 Optional CE Courses
5:00pm – 6:30pm
 Welcome Reception & Exhibitor Visits
9:00pm – 11:00pm
 Night Cap

Tuesday, October 29, 2024

SPONSORED BY:
7:30am – 8:30am
 Networking Breakfast
8:30am – 9:00am
 PRMA Morning Kick-Off
9:00am – 10:00am
 General Session
Unstoppable Resilience – The Keys to Staying Strong During Any Challenge 
Keynote Speaker: Shola Richards
10:00am – 10:30am
 Break
10:00am – 3:00pm
 Headshot Lounge
10:30am – 11:15am
 First Breakout Session
11:15am – 11:30am
 Break
11:30am – 12:15pm
 Second Breakout Session
12:15pm – 1:15pm
 Lunch
1:15pm – 2:00pm
 Third Breakout Session
2:00pm – 3:00pm
 Exhibit Hall Power Hour

NEW! Explore, network, and discover all the latest innovations our exhibitors have to offer.
3:00pm – 4:00pm
 Executive Insights Panel

Featuring several insurance carrier CEO’s and Executives addressing challenges and opportunities in the insurance industry. Panelists: Ross Bowie, Private Client Select | Shirley Gordon, Relation | Dave Logan, PURE | Ana Robic, Chubb | Kathleen Tierney, Berkley One | William H. Van Den Heuvel, Cincinnati.
4:00pm – 4:15pm
 Break
4:15pm – 5:00pm
 Fourth Breakout Session
6:00pm – 7:00pm
 Cocktail Reception
6:00pm – 7:00pm
 Meet and Greet with Darren Woodson, former Dallas Cowboys safety
7:00pm – 9:00pm
 Awards Dinner

Black Tie Optional
9:00pm – 12:00am
 After Party

Wednesday, October 30, 2024

SPONSORED BY:
8:00am – 8:45am
 Chapter Networking Breakfast

Attendees are welcomed to sit, mingle, and connect with fellow local chapter members
8:45am – 9:00am
 Final Day Kick-Off
9:00am – 10:00am
 General Session

Zap the Generational Gap! Transforming, Recruiting, Retaining and Engaging Multi-Generational Teams

Featured Speaker: Meagan Johnson
10:00am – 10:10am
 Break
10:10am – 11:10am
 Part I: Broker Insights Panel:
Featuring several industry award winners, this broker panel will share insights on managing the current market and evolving their strategies for client communication and coverage solutions between traditional carriers and wholesalers. Immediately following this panel, we will be joined by a Part II:Part II: Evolving Relationships Between Wholesalers, Brokers, and Carriers
Building on the brokers’ insights, the second half of this panel will focus on the evolving relationships between wholesalers, brokers, and traditional carriers, while sharing best practices for submissions, communication, and partnership management.Panelists: Chelsea Tesei Bronstein, Aon PRM | Leith Hatchett, PURE | Kevin Madden, Amwins | Heather Posner, Burns & Wilcox | Christopher Reid, Jencap | Taylor Reilly, Baldwin Group.
11:10am – 11:20am
 Break
11:20am – 12:05pm
 Workshop #1
11:20am – 12:05pm
 High-Net-Worth Insurance Career Panel

PRMA is welcoming aspiring insurance and risk management university students to this year’s final day. This panel is open exclusively to those students. Panelists: Pravesha Deosaran, Berkley One | Deon Hornsby, Private Client Select | Katja Zigerlig, Berkley One | Jason Polynice, Chubb | Ashleigh Trent, Tower Street | Trenton Johnson, Berkley One | Jason Moreland, Chubb.
12:05pm – 12:15pm
 Break
12:15pm – 1:00pm
 Workshop #2

Loews Arlington Hotel

888 Nolan Ryan Expressway, Arlington, Texas, 76011
A Texas-sized meetings and resort destination. Discover a state-of-the-art, full-service resort in the epicenter of the premier sports and entertainment district in the country. The Loews Arlington Hotel is situated between iconic sports stadiums: AT&T Stadium, home to the Dallas Cowboys, and Globe Life Field, where the Texas Rangers won the 2023 World Series, and next door to Texas Live!.
HOTEL
TRAVEL

Cap off a fantastic Day Two with our After Party! This year, we’re turning up the excitement with a DJ spinning dance-worthy tracks, and for those looking to try something new, we’re introducing Texas line dancing. Sip on our signature cocktails as you network and make lasting connections in the lively atmosphere following our awards dinner. Whether you’re showing off your dance moves or enjoying conversations with fellow attendees, this After Party is the perfect way to celebrate the night away in style! Special thanks to our sponsor, Go Rentals!

July 16, 2024
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Exhibit Hall Power Hour

By | 2024 Events

Experience the excitement of our brand-new Exhibit Hall Power Hour on Tuesday, October 29. A dedicated one-hour time slot designed for you to explore, network, and discover all the latest innovations our exhibitors have to offer. So, what’s in it for you?

  • Uninterrupted Exploration: With no competing sessions, this is your chance to fully immerse yourself in the exhibit hall and see what’s new.
  • Networking Opportunities: Engage with exhibitors, industry leaders, and peers in a dynamic and interactive setting.
  • Discover New Solutions: Get firsthand insights into the latest products and services that can elevate your work and projects.
  • Exclusive Perks: Enjoy special treats and activities to make your visit even more enjoyable and rewarding.

Join us for the Exhibit Hall Power Hour and make the most of this exclusive time to connect, learn, and grow at the Summit!

July 16, 2024
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Day One “Night Cap”

By | 2024 Events

Join us for an exclusive “Night Cap” event, a new addition this year, designed to enhance networking opportunities and unwind after the Welcome Reception on our opening night. This elegant gathering will feature the soothing melodies of a live string quartet and a selection of fine libations. It’s the perfect setting to connect with peers, reflect on the day’s learnings, and relax in a sophisticated atmosphere. Don’t miss this unique opportunity to mingle with industry leaders and colleagues in a memorable setting.

Special thanks to our sponsor, Wright Flood!

July 16, 2024
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Celebrity Athlete Event

By | 2024 Events

The Summit will feature a V.I.A. (Very Important Athlete) this year! Our special guest is Dallas Cowboys Legend Darren Woodson! He’ll be available for a meet and greet and to sign autographs.

Career highlights and awards:

3× Super Bowl champion (XXVII, XXVIII, XXX)
3× First-team All-Pro (1994–1996)
5× Pro Bowl (1994–1998)
PFWA All-Rookie Team (1992)
Dallas Cowboys Ring of Honor
Bart Starr Award (2002)

Special thanks to our sponsor, Burns & Wilcox!

July 16, 2024
0

Black Tie Awards Dinner

By | 2024 Events

Join us for the second annual Black Tie Awards Dinner! Dress is black-tie optional. For men, a blazer, suit or even a tuxedo is welcome. For women, a blazer, suit, cocktail dress, or long gown. Winners of the 2024 PRMA Awards will be announced, and CPRIA and ACPRIA graduates honored. Check out photos from last year’s dinner here!

Special thanks to our sponsor, AMWINS!

Download the Summit App

The 2024 PRMA Summit App will be your guide throughout your time with us. You’ll have access to your daily agenda, push notification announcements, a map of the hotel, information on speakers, attendees, and much more.

Apple App Store
Google Play Store