2019 Private Risk Management Association

6th Annual Summit

Sunday, November 3rd

2:00 pm to 7:00 pm Registration
2:30 pm to 5:30 pm

Tour of the Conservation Center (Optional – Registration required)

For more than 35 years, The Conservation Center has cared for some of the nation’s most prestigious private and corporate collections, with over 12,000 works of art on site. Please join us for a tour of the Studio Gang Architects designed state-of-the-art facility to explore The Center’s art conservation laboratories, learn about the treatment process, interact with conservators, and learn how we assist the risk management industry.

Bus departs hotel promptly at 2:30 pm and returns at 5:30 pm

6:00 pm to 7:30 pm Welcome Reception
No Conference Dinner is Scheduled

Monday, November 4th

7:00 am to 8:00 am Registration Desk open
7:00 am to 8:00 am Networking Continental Breakfast & Exhibitor Visits
8:00 am to 8:30 am PRMA Welcome and Café 2020 Innovation Team Updates
Kimberlee Connell, Marsh
Azeema Hartley, PRMA
Roper DeGarmo, Signature Personal Insurance
Bryant Kolle, Hagerty Insurance
Jessica DeFelice, Simpson & McCrady
Mary Beiter, PURE
8:30 am to 9:30 am General Session
Insurance Industry Update
Sean Kevelighan   CEO, Insurance Information Institute
This session provides a general overview of how the insurance industry is fairing. Sean will cover broad industry trends, with a geo-economic view, highlighting trends in personal insurance and specifically the high-net worth segment. He will also cover Innovation in our industry, navigating changes and challenges and wrap up the session with how insurance drives economic growth. As “financial first responders” we play an integral part in the overall economic growth and resiliency of our world.
9:30 am to 9:45 am Break
9:45 am to 11:15 am

Market Town Halls 

   Logo - Chubb

 Logo - Pure Insurance

11:15 am to  11:30 am Break
11:30 am to 12:30pm 1st Breakout Session– sessions to choose from to explore issues and enhance knowledge
12:30 pm to 1:30 pm Lunch
1:45 pm to 2:45 pm 2nd Breakout Session – sessions to choose from to explore issues and enhance knowledge
2:45 pm to 3:00 pm Break
3:00 pm to 4:00 pm ACPRIA Risk Management Presentations – 5 Sessions to choose from to explore issues and enhance knowledge.
4:00 pm to 4:15 pm Break
4:15 pm to 5:00 pm

General Session

ACPRIA Risk Management Sharing
Lisa Lindsay, PRMA

5:15 pm to 6:00 pm Free Time
6:00 pm to 8:30 pm Cocktail Reception and Awards Dinner

Tuesday, November 5th

7:00 am to 8:00 am Networking Continental Breakfast & Exhibitor Visits
8:00 am to 8:45 am General Session: 
Peak Performance Mindset 
Jamie Crosbie, ProActivateMindset is the missing piece to grow and sustain performance. 80% of success is based on mindset; while only 20% is based on skillset. This Keynote is designed to help us achieve higher levels of success by modeling and adopting the mindset of excellence. You will become highly aware of and be able to harness the power of your Inner CEO – the key center of the brain that regulates and improves what we do on a daily basis. Participants will be lead on a journey of discovery where they will learn proven steps to help create and maintain a peak performance mindset and achieve maximum success.
8:45 am to 9:30 am General Session: 
Cyber Solutions:  Lowering Risk for Wealthy Families
Jim Trainor, Senior Vice President of Aon CyberA presentation on the landscape of cyber threats and solutions for successful individuals and families.  The presentation will focus on the actors involved in cyber-crime, types of attacks, data at risk, tactics for protection and finally Jim will present some predictions of the future of cyber-crime.
9:30 am to 9:45 am Break
9:45 am to 10:45 am 3rd Break-Out Session  – sessions to choose from to explore issues and enhance knowledge
10:45 am to 11:00 am Break
11:00 am to 12:00 pm Roundtable – sessions to choose from to explore issues and enhance knowledge
12:10 pm to 12:30 pm General Session
Managing Risk with Resilience
12:30 pm to 1:15 pm Lunch
Post Summit Sessions
1:15 pm to 2:15 pm Chapter  and Innovation Team Meetings
1:15 pm to 2:15 pm Overcoming Limiting Beliefs
Jamie Crosbie, ProActivateLimiting beliefs hold us back from being who we were created to be! Create awareness of the limiting beliefs you have adopted! Identify what is holding you back from being fully who you were created to be and achieving all you want to achieve. Consider why do you keep doing the things you no longer want to do? When was the moment in your life that you started believing self-limiting beliefs and how do you now flip the script and break free? Participants will achieve self-transformation and learn to BREAK THROUGH to the truth and cultivate the life you deserve to have!

Breakout Sessions (Choose 3)

Caring for Clients During a Hard Market 
During this session, we would like to discuss the factors contributing to the carrier’s poor loss experiences in the high net worth market arena. It will be important for insurance carrier’s to provide agents with enough information to educate their clients on how to better protect their homes and mitigate future losses, as well as help, explain rate increases even in cases where the client may not have sustained a loss.
Melissa Apostle, Cincinnati
Bob Courtemanche, Risk Strategies
Eric Voscopoulos, Cincinnati

Evolving private client expectations around digital technology – what you can do to differentiate and prepare
As clients in the high net worth space adopt technology, their expectations of how to interact with the change. They expect you know more about them than ever, anticipating needs before they surface. They are also the biggest targets for data breaches and are not often aware of the risks. We will explore the following topics on this panel discussion:

  • How high net-worth client expectations are changing due to digital tech.
  • Data Privacy – protecting your client’s most valuable information – what you can do?
  • Challenges to the traditional agent channel by insuretech – what can we learn?
  • Utilization of technology to gain a competitive advantage.
  • Connecting agency management systems to carriers, IoT, and other sources to gain a 360 view of the client.
  • What are carries doing in the tech space?

Jeff Brunelle, Ivans/Applied
Bryant Kolle, Hagerty
Doug Mohr, Vertafore
Jason Kolb, DAIS

Fine Art – the appraisal practices and insurance clauses that determine how much you get paid
Your client has a fine art policy, but what will it pay when a loss occurs? The scheduled value? The Current Market value? Join this case study discussion to learn what the words (fair market value, current market value, retail replacement cost, etc.) really mean and why it’s important to tackle these details and others before a loss occurs.
Margaret Bussiere, Risk Strategies
Greg Smith, Berkley Asset Protections
Jessica Wessel, Gurr Johns

Legal Side of Trusts and Trust Creation
In this session, a panel will discuss the various legal and risk management concerns related to the creation and management of a private trust company. The panelists, including an attorney, a trust company leader, and an insurance broker, will lead a group discussion on hazards to consider when contemplating a private trust company, as well as where others have gone wrong and trending areas of exposure.
Seth Spreadbury, Marsh
Matthew Tobin, South Dakota Trust Company
Thomas Handler, Handler Thayer, LLP
Annie Hartmann, Adler Trust Company

The prevention of water leaks needs to be part of our conversation with clients – at inception, renewal and beyond.
This session will provide the necessary training to enable you to comfortably speak with your clients about the benefits and need for installing water loss prevention and mitigation systems in their homes.  You will gain knowledge so you can answer questions about the different systems and options, and which type of system may be best for your individual client.  You will also receive guidance on whom you can reach out to get specific questions answered.
Ellen Kroesen, Chubb
Mark Molenaar, Chubb
Scott Pallais, Sentinel Hydrosolutions, LLC
Kurt Thoennessen, Ericson Insurance Advisors

Tenured Employee or a Member of the Family? The Risks tied to hiring Household Employees
“Judy would never sue us, she’s been with the family for 20 years.” Sound familiar?
Maintaining private domestic staff is a complex issue that brings complex risks. Layer in the emotional connection that families feel with those employees, and the risks spike. High Net Worth families face different challenges when hiring and managing private domestic staff than a typical business as they are often considered to be a member of the family. Insurance advisors must be equipped with the knowledge and resources to guide their most valued clientele. A diverse panel of industry veterans will share their insights into the modern challenges associated with household staff. Our conversation will delve into employee benefits, tax implications/requirements, record keeping, background checks, classifications, EPLI, risk management, loss prevention, and many other key topics.
Alex Horowitz, AIG Private Client Group
Bob Raymond, VP, Private Client Services, HUB International Northeast Limited
William Leahy, Office Managing Shareholder, Littler Mendelson, Philadelphia, PA
Adam Tuerack, AIG

Understanding the Psychology of Claims Handling – How to Use Emotional Intelligence to Create Memorable Customer Experiences
Service providers of all types understand the key to creating meaningful relationships with customers goes beyond simply providing excellent customer service, but instead seek to deliver memorable customer experiences. This session will focus on how we can leverage personalized service during the claims process to truly connect with policyholders at their time of greatest need, and deliver claims service that will create loyal customer relationships.
Michael Taylor, PURE Insurance
Theresa Williams, Belfor USA Group
Irene Damsky, HUB


ACPRIA Risk Management Sessions (Choose 1)

Fall From Grace: Reputation Risk considerations for the High Net Worth Advisor 
‘It takes 20 years to build a reputation, and five minutes to ruin it.  If you think about that, you’ll do things differently.’ -Warren Buffett
In this session, we’ll navigate the big picture and finer intricacies of Reputational Risk for the High Net Worth Advisor – what is at stake and who in the High Net Worth space is affected. It’s no longer a matter of if, but when…
Robert Graves, Graves Insurance
Cori Matthews, USI
Robin Schritter, HUB
Nicki Trilling, Partner, Private Risk Insurance Advisory

Insuretech and the Private Client Insurance Industry
Insuretech is rapidly influencing the Private Client Insurance industry.  We will explore ways in which our clients are impacted, and how we as trusted advisors can better our value proposition to thrive in an increasingly commoditized world.
Warren Barhorst, Iscential
Patricia Couzi, Sahouri
Callie Wall, Sterling Thompson
Mark Galante, PURE

Navigating the complexities of the flood insurance marketplace
In the past decade, catastrophic flood events have devastated the world causing $550M in global economic damage. High net worth advisors are facing increased challenges in advising and securing appropriate coverage for our clients due to shrinking capacity, increased pricing and the limitations of the NFIP. We will share our extensive research on the current state of the flood insurance market, the emerging private flood insurance market and the increased use of data/analytics in flood insurance.
Bob Courtemanche, Risk Strategies
Anita Medlin, HUB
Donald Poster, AON
Oscar Seikaly, NSO
Joe Young, AON

Nowhere to Hide: The Increasing Threat of Cyber Crimes
As cybercriminals become more tenacious and creative in their schemes to defraud and continually change the methods they use, it seems as if there is little hope of protecting one’s assets.  High net worth families are uniquely at risk to become the victims of cybercrime.  We’ll examine why high net worth clients are at greater risk and how the insurance advisor can bring awareness, guidance, and solutions to help mitigate those risks.
Erika Close, Paynewest
Darren McGraw, Mechelson Private Client
Brenda Weaver, AON
Gary Pasternack, Bessemer Trust

The Perils and Unpredictability of Wildfire Risks: Navigating Risk Management conversation points to address with your clients and where the industry is heading”
We will share valuable risk management material you will not want to miss!  After extensive research and interviewing four HNW carrier Presidents/CEO’s we have critical information to help shape the client messaging and provide you with insight into the future!
Adam Cohen, USI
Marnie Everline, Frenkel
Bob Klee, Kelly Klee Private Insurance
Spencer Houldin, Ericson Insurance Advisors


Roundtable Discussion Sessions (Choose 1)

Agency Principals & Owners 
Confidential discussions among agency principals & owners about common challenges, best practices, how to maintain a constant flow of business, and the ever-shrinking playing field in the insurance industry.  The golden nuggets of information that will be shared are not to be missed if your goal is to be a top performer in your segment.  Come prepared with a problem you need to be resolved or a success story you wish to share.

Emerging Leaders – if you are under 40 years old and have less than 10 years of insurance industry experience and/or less than 10 years of personal lines high network experience you won’t want to miss this session.  In this session, we will collaborate and identify topics important to our next generation of leaders and map out go forward priorities for this important subset of the membership.
Nancy Langton, NLP
Amanda Martinez, Risk Consulting Partners
Matt Boschi, AIG

Engaging in a Growth Mindset – The number one thing that holds you back personally and professionally is often to your surprise – YOU! Those that are willing to get out of their comfort zone and engage in new ways of thinking have a growth mindset. Those that are stuck in their thinking have a fixed mindset.  Learn to enter into the ‘solutions room” and engage in a growth mindset versus being stuck in the “situations room” with a fixed mindset. Bring some of your top challenges and let’s get to work in the solutions room!
Jamie Crosbie, ProActivate

Innovation Teams Move PRMA Nation Forward – This is an opportunity for you to learn about all the initiatives currently underway, get involved, and help drive the association in the direction its members want.
Karen Hivry, Cincinnati
John Sence, Cincinnati
Jessica DeFelice, Simpson & McCrady

Service Excellence –The verdict is in! The clients have spoken
Join this session to learn about the service standards clients expect to have.  We will use feedback from over 3000 high net worth clients, as part of our Net Promoter System Platform, to provide insights into what clients value most.
Azeema Hartley, PRMA
Jason Ott, AON

Women in Leadership– Join this workshop to create a compelling and dynamic personal and professional brand.
Mary Olson-Menzel,President and Founder
MVP Executive Search and Development

Photography Notice

There will be a photographer at this event. Any photos taken at the event may be used for marketing related purposes.

Still have questions? We’re here to help!

(888) 317-PRMA (7762)
events@privateriskmanagement.org
privateriskmanagement.org