2024 Education
BREAKOUT SESSION
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. We will explore the transformation of cybercrimes in the digital age, particularly with the arrival of artificial intelligence, and address common cyber myths. Through demonstrations and stories, attendees will gain insights into what is at risk for their clients before a claim occurs.
Additionally, we will explore the types of coverages and go-to cyber coverage markets available. Participants will learn to what extent these coverages apply and how to prepare clients and their advisors to better protect themselves from cyber exposures.
SPEAKERS: Kim Dandrea, The Baldwin Group | Felicia Cox, PURE | Kareen Boyadjian, Tokio Marine | Emily Selck, The Baldwin Group | Matt Cullina, Transunion
SPONSORED BY:
BREAKOUT SESSION
Social Inflation: Managing Rising Liability Risks
In today’s rapidly evolving insurance landscape, liability claims, and social inflation are significant challenges. 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. Attendees will learn strategies to effectively communicate these developments to clients, ensuring they understand the implications for their coverage and the risk management steps they can take to protect themselves and their assets.
SPEAKERS: Neha Hannon, Chubb | Bryan Newman, Cincinnati | Eileen Duffy, Private Client Select
SPONSORED BY:
BREAKOUT SESSION
Collectible Trends: What’s Hot and What’s Next
Join us for an engaging session where you’ll uncover the top collectibles and trending items that captivate your clients today. We’ll also delve into the interests of the younger generation and highlight lesser-known collectibles that are gaining popularity. Plus, we’ll provide you with the language and strategies to navigate wealth transfer conversations with your clients regarding their collectibles.
SPEAKERS: Muys Snijders, Private Client Select | Ron Fiamma, Treadwell | Brian Rabold, Hagerty
SPONSORED BY:
BREAKOUT SESSION
Multigenerational Wealth Strategy: Succession Planning for HNW Clients
In today’s evolving landscape, retaining high net worth clients requires a forward-thinking, multigenerational approach. This breakout session is designed to equip insurance advisors with the tools and knowledge needed to effectively engage in wealth transfer and succession planning discussions. Attendees will learn how to 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.
The session will challenge brokers to adopt innovative thinking about succession planning, empower them with top-tier advice, and emphasize the crucial role of insurance brokers in wealth management. Join us to enhance your advisory skills, foster multigenerational client relationships, and solidify your position as a trusted advisor in the high-net-worth insurance landscape.
SPEAKERS: Judith Pearson, Nomadx | Edward Marshall, Dentons | Caitlin Rascelles, Brown & Brown | Allison Marckstadt, Succession Advisors | David Friedman, Wealth Quotient
SPONSORED BY:
Workshops
Empowering Women in High-Net-Worth Insurance: 2025 and Beyond
Join us as we introduce our newly created initiative, Women in Insurance Group, dedicated to empowering and supporting women throughout their personal and professional journeys. Our mission is to advocate for women’s interests in the high-net-worth insurance industry by offering robust professional development opportunities. We strive to create an environment where women can enhance their skills and leadership potential through collaboration, community, connection, and mentorship. In this workshop, you will have the exclusive opportunity to meet with the founding members of the Women in Insurance Group. Together, we’ll discuss our exciting plans for 2025 and beyond, and exchange ideas on how to further advance our mission. Join us for an inspiring session of networking, idea-sharing, and strategic planning to continue driving progress for women in our industry.
SPEAKERS: Dana Acabbo, Make The Switch Insurance | Nonie Tompkins, Distinguished | Lindsay Holden, PURE
Talent Development and Team Resilience Strategies
Join us for an engaging workshop tailored for both individual contributors and team managers, where we’ll explore key strategies to develop existing and future talent, driving our industry forward. Through interactive roundtable discussions, participants will exchange insights and create actionable strategies for personal and professional growth within the high-net-worth insurance sector. Topics will include identifying learning opportunities for those new to the insurance or high net worth market, going beyond traditional sales training to better understand the mindsets and buying behaviors of high-net-worth clients, and addressing the distinct needs of producers versus account executives when advising clients. By the end of the workshop, you and your PRMA association will leave with actionable steps to implement together.
Moderators: Karen Hivry, Cincinnati | Kim Dandrea, The Baldwin Group | Ellen Kroesen, CHUBB | Robert Donnelly, Marsh MMA | Rick Combs, Marsh MMA
The Future of AI and Technology in HNW Insurance
In this engaging workshop, professionals from agencies, companies, and service providers will share insights on the innovative tools and strategies they are leveraging to enhance client experiences and protection. Following this discussion you’ll participate in an interactive roundtable discussion with your peers. Share and discuss the AI tools you are exploring or implementing in your own practice and gain valuable insights from fellow professionals about the future of AI in our industry.
SPEAKERS: JP Wiley, Patra Corp | Kurt Thoennessen, AJG | Jerod Blakestad, Monoline | Sheri Jamme, Newfront | Jon Kelly, Modern Metric | Paul Vacquier, Beagle Services
Building Bridges: A Diversity Brainstorming Workshop
Join us for a dynamic workshop designed for organizations committed to fostering a more inclusive workplace. In this interactive session, participants will come together to brainstorm and share innovative strategies for building bridges within their companies. We’ll start with a brief introduction from 2023’s recipient of the Diversity, Equity & Inclusion (DEI) Initiative of the Year award, USI. Following this, participants will engage in small group discussions to generate actionable ideas on psychological safety.
In a modern workplace where Diversity, Equity, and Inclusion is truly valued you will find leaders and teams who create psychologically safe environments.
Psychological Safety is a shared belief held by members of a team that they will not be embarrassed, rejected, or punished for speaking up. In this session we will breakdown how to build psychologically safe spaces within teams and how it plays a major part in innovative client interactions.
Objectives:
What is psychological safety?
How does this connect to Diversity, Equity, and Inclusion?
What are the benefits of psychologically safe environments?
Why is this critical for innovation?
How do you apply this into your teams?
This workshop provides a unique opportunity to collaborate with peers, gain fresh insights, and leave with practical strategies to implement within your organization.
SPEAKER: Tajuana Snelling, USI Insurance Services
Monday Continuing Education Courses (Optional)
Excess & Surplus Lines, Lloyd’s of London
Gain additional knowledge about the Excess & Surplus Lines Marketplace and Lloyd’s of London so that you can be more successful when you need to approach it or educate your clients about it.
One (1) CE Credit available for the following states:
AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, WA
Market Trends – Trends and Insights Affecting High Net Worth Individuals
This course discusses the risk and trends that are affecting high net worth individuals as they consider their personal lines insurance program.
One (1) CE Credit available for the following states:
AZ, CO, CT, FL, GA, IL, MA, MN, MO, NC, NJ, PA, TN, TX, VA
Protecting Your Whiskey and Spirits Collections
Almost 58 billion dollars was spent on whiskey trends as of the end of 2018 and this market has steadily increased each year since. Throughout the financial uncertainty brought on by the global pandemic, prices for whiskeys have risen dramatically. Whiskeys have become the new collectible trend. Insurance brokers serving the high net worth personal lines market are in a pivotal position to help their clients protect their collections. This course reviews the trends in the marketplace, physical and financial exposures that can adversely affect the value of a whiskey collection, and the differences in the variant of varieties.
One (1) CE Credit available for the following states:
AL, AR, AZ, CA, CT, DC, FL, GA, IL, IN, KY, MA, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TX, VA, VT, WA, WV
Thank you to our Education Sponsors!
