2020 Private Risk Management Association

Virtual  Summit Agenda

October 20th – 29th


Summit Proudly Sponsored by:

Tuesday, October 20th, 2020


1:45 pm to 2:00 pm EST Welcome to the Summit Overview
2:00 pm to 3:00 pm EST

Personal Cyber Risk Revealed: How to Protect Clients in a Digital World

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The impact of COVID-19 has opened the door even wider for cyber criminals to advance their attacks. The FBI’s Internet Crime Complaint Center division reported a 300 percent increase in cybercrime activity including a 273 percent increase in “large-scale data breaches” since the start of the pandemic.

It is more important than ever to talk about cybercrime and privacy risks with your family, friends and clients. In this session we will provide cybercrime statistics, detail how criminals obtain and use personal information, talk about the impact of notable data breaches and discuss actionable solutions.

David Derigiotis, Burns & Wilcox
Bill Gatewood, Burns & Wilcox
Darren McGraw, Mechelsen Private Client

3:00 pm to 3:30 pm EST PRMA Local chapters: A movement and a mission
Local PRMA chapters across the U.S. are uniting professionals who serve the high net worth insurance and risk management space in new and exciting ways. Learn from the leaders of the NYC chapter on what it takes to create and maintain a successful chapter, and how you can get involved in this movement.

Kelley Beach, Marsh
Michael Smerkanich, Willis Towers Watson
Kurt Thoennessen, Ericson

Wednesday, October 21st, 2020

11:00 am to 12:00 pm EST Continuous Improvement
Many experts agree that successful insurance companies of the future will have a larger and more impactful Risk Management and Loss Prevention operation.
Learn how PURE is continuing to improve the member experience through enhanced Risk Management services and products.


Chris Mannion, Pure
Jason Metzger, Pure

2:00 pm to 3:00 pm EST

Our Digital Path Forward

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Using data insights from IVANS network activity as well as our annual industry survey on connectivity, we will discuss how technology is creating new opportunities for insurers to build the digital distribution and servicing strategies required to drive profitable premium growth in a digital world – seemingly one that has become much more digital over the last several months.


Thad Bauer, Ivans Insurance Solutions

Thursday, October 22nd, 2020

11:00 am to 12:00 pm EST

Advancing Your Career Virtually

While 2020 has left parts of our world at a standstill, that shouldn’t include your career trajectory. In fact, it’s an ideal time to invest in yourself. Please join us for a three-part career development session where we will review the various industry-related designations available to you; speak with insurance veterans who will share innovative ideas and networking opportunities they have leveraged over the last several months — or throughout their careers; and lastly, you’ll learn high-level presentation skills to transform the way you relate to your peers, managers, clients and centers of influence.

Diane Delaney, AIG Private Client Group
Bryant Kolle, Hagerty
Christen Losey, Losey Insurance and Financial Services
Tim Madden, Honig Conte Porrino Insurance
Susan Muston, AIG Private Client Group

2:00 pm to 3:00 pm EST

Grow Your Business with Social Media

Social media is more critical than ever as consumers lean into digital. For agency owners and brokers, it is an easy way to stay in touch with your clients and develop new relationships. Join us as a panel of social media experts review tips and best practices for increasing and leveraging your social media accounts in as little as 10 minutes a day.

Kristi Daraban, Nationwide
Julie Gu-Scallen, Hagerty
Leah Socia, Burns & Wilcox
Kelly Viviano, Burns & Wilcox

3:00 pm to 3:30 pm EST

Introduction to Best Practices as Inspired by Joann Heltibridle

Join this session to learn how past Joanne Heltibridle Award winners are partnering to create best practices and a collaborative community to advance the sharing of experiences and ideas that ensure our offerings are best in class

Karen Hivry, Cincinnati

Tuesday, October 27th, 2020

11:00 am to 12:00 pm EST

The New Frontier in Relationship Management with Family Offices


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Family Office Experts with diverse backgrounds provide their unique perspectives on the impact of this new remote workplace – pandemic world on family offices and their advisors. How do advisors maintain relationship development efforts with their clients and other advisors when in-person meetings and events, the hallmark of the family office and UHNW client marketing, are no longer possible? How has COVID-19 affected what family offices are focusing on relative to the success of the family office, their advisors and the multi generation family group? In this new frontier, how have their expectations changed relative to their advisors’ offerings and service models. As the impact of the COVID-19 disruption unfolds, what do families of wealth truly value in their relationships with their advisors?

Shirley Gordon, G2 Insurance
Tom Livergood, The Family Wealth Alliance
Karen Rush, FOX
Pat Soldano, Family Enterprise USA
Seth Spreadbury, Marsh
Bryan Stephens, Morgan Stanley

2:00 pm to 3:00 pm EST

Disaster Planning – how to start building a disaster blueprint for your clients


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In order for a family to plan for a disaster you have to understand what hazards your client families are facing, understand what assets are at risk and measure how those hazards may impact your client families well-being.   This session will provide you the tools needed to create a  simple disaster plan and give you the building blocks to create a customized disaster plan for your more complex client families.  Taking the time to create the disaster planning blueprint prior to a disaster striking, can save you and your client family time, energy, heart ache and financial loss.

Ellen Kroesen, Chubb
Michelle Impey, Chubb
Joe Kim, Chubb
Kate Norris, Chubb

Thursday, October 29th, 2020 – Orchestrating the Future

11:00 am to 12:00 pm EST

Allyship in the Workplace

PRMA is partnering with the National African American Insurance Association to present an honest and thoughtful conversation on advocacy, mentorship, and elevation of diverse talent in our industry. Our goal is to provide thought leadership to build an inclusive and diverse community of professionals.

Denise Campbell, AIG
Hansford Johnson, Travelers
Jason Ott, Aon
Margaret Redd, NAAII

12:00 pm to 1:00 pm EST Networking with Sponsors
1:00 pm to 1:05 pm EST PRMA Welcome/ Update – General Session
1:05 pm to  1:50 pm EST

Winds of Change – Inflection Points

Our worlds have changed dramatically since the Covid-19 Pandemic took hold of the world. Hear from several industry leaders as they share their thoughts and outlook of what the future holds.

Sean Kevelighan, Insurance Information Institute
Joan Woodward, The Travelers Institute

2:00 pm to 3:20 pm EST

Carrier Town Halls 

   Logo - Chubb Logo - Pure Insurance

3:30 pm to  4:15 pm EST

“Compose Your World” Why do some people just play notes they are handed while others write new music in the world?

In this captivating presentation, Kai Kight tackles this question, performs original music and shares the inspiring story of how he became an innovative composer in a field of conformity. His session will leave you feeling inspired to take your future into your own hands and bring your unique ideas forward.

Kai Kight, is an innovative violinist, composer, and speaker who has inspired thousands to reach their own creative potential.

4:15 pm to 4:45 pm EST Gamification with Sponsors
4:45 pm to 6:00 pm EST Virtual Happy Hour, Graduation & Awards Ceremony


Still have questions?  We are here to help!

(888) 317-PRMA (7762)