2021 Agenda

Summit Proudly Sponsored By: 

Sunday, November 7th

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

Welcome Reception

Proudly Sponsored By:

No Conference Dinner is Scheduled

Monday, November 8th

 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 Update 

Diane Delaney, AIG, Summit Co-Chair
Karen Hivry, Cincinnati, Summit Co-Chair 

Lisa Lindsay, PRMA Executive Director 
Jason Ott, AON, PRMA President

8:30 am to 9:30 am  


General Session 

Walter Bond, Motivational Speaker and former NBA Player 

Resilience and Attitude 

Shark Mindset: The Story of The Shark, the Suckerfish and The Parasite 

9:30 am – 9:45 am Break 

9:45 am – 11:15 am


Market Town Halls  

11:15 am to 11:30 am  Break  
11:30 am to 12:30 pm 

 1st Breakout Session– sessions to choose from to explore issues and enhance knowledge 


12:30 pm to 1:30 pm  


Chapter Leadership Luncheon (concurrently)

1:30 pm to 2:30 pm  2nd Breakout Session – sessions to choose from to explore issues and enhance knowledge 
2:30 pm to 2:45 pm  Break 
2:45 pm to 3:45 pm  

Market Town Halls Continued


3:45 pm to 4:00 pm  Break 
4:00 pm to 5:00pm  3rd Breakout Session – sessions to choose from to explore issues and enhance knowledge  
5:00 pm to 6:00 pm  Free Time 

6:00 pm to 7:00 pm




7:00pm to 8:30 pm 

Cocktail Reception
Proudly Sponsored By:

Awards Dinner
Proudly Sponsored By:

Tuesday, November 9th

7:00 am to 8:00 am 

Networking Continental Breakfast & Exhibitor Visits 


8:30 am to 9:30 am  

General Sessio 


Diversity, Equity and Inclusion 

9:30 am – 9:45 am  Break 
9:45 am – 10:45 am  Roundtable – sessions to choose from to explore issues and enhance knowledge 
10:45 am – 11:00 am  Break 
11:00  am – 12:00 pm  Chapter Meetings and Networking 
12:00 pm   Depart 

Breakout Sessions 

The pandemic changed where and how our clients live  

2020 saw exponential growth and movement of income and relocation from large metropolitan markets out to smaller cities and suburbs.Chubb fielded a study to understand successful individuals’ priorities, reasons, and expectations around their homes and neighborhood preferences as they navigated the pandemic. Learn why successful individuals are changing where and how they live. 

Joanna McNamara, Chubb

Galleries to Garages – Why do people collect and what is trending in the market?  
Proudly Sponsored By:

Join industry leading specialists from a variety of companies for a panel discussion focusing on hot collection trends.  What are high-net-worth clients collecting? Does it change by age? How has the pandemic impacted demand and prices?  Has the pandemic changed why people collect and how they buy?  What about generation shits currently happening and how will that impact collecting?  The panel will focus on: Art, Watches, Cars, and other highly sought after collectibles. 

Lizzie Amundsen, Gurr Johns 
Colleen Boyle, Fine Art Group 
Bryant Kolle, Hagerty
Clair Marmion, Haven Art Group   
Tannie Ng, Chubb
Steven Pincus, Risk Strategies 
Brian Rabold, Hagerty

Building your brand and network – Connecting with Centers of Influence  

Who or what is a center of influence (COI) and how do you find them? COIs can help you boost your credibility through referrals, recommendations, and introductions.  From our panel, you will gain insights from subject matter experts about how to identify and connect with centers of influence in the high wealth space.  The discussion will range from establishing your network to setting expectations and qualifying COIs for new opportunities. This panel will share best practices to help you develop your brand and leverage your network for business opportunities.  Our goal is to help you to establish partnerships and strengthen relationships, and your business productivity, over time. 

Ben Bollenbacher, Hagerty
David Hubbard, AIG
Susan Ogrodnik-Smith, HUB
Gary Pasternack, Bessemer Trust Company
David Russell, Marsh
Jen Wolf, AIG

Saddle Up and Strategize Symposium – How to protect the Rural Lifestyle  

From the Gentleman’s Farm to full farming operations and all the livestock in between, come learn how to best protect your clients’ rural lifestyle from the industry’s best Farm and Ranch specialists.  This session will provide an open dialogue to help answer your questions about insuring hard to place rural properties, provide additional insights on having deeper conversations about possible hidden exposures on farms and ranches, and shed light on the insurance changes in our current marketplace.  Just as a farmer reaps what he sows, you won’t want to miss cultivating these seeds of knowledge and harvest the best advice to take back to your clients! 

Lesa Blaser, AmWINS  
Susan Muston, AIG 
Ashleigh Trent, Tower Street 
Brenda L. Weaver, AON 

Planning for the Workforce of the Future  
Proudly Sponsored By: 


The workforce of the future is being shaped by our environment, the workers themselves, and the needs of our industry. Remote work locations are more prevalent than ever, workers have different expectations of their employers and necessary skills are changing. Through open dialogue, this session will discuss the challenges faced by employers today, candidates’ needs and wants, and recruiting and retaining top talent. 

Stephanie Freeman, Nationwide
Kris Gibson, Capstone Recruiting 
Karen Mondshine, USI
Brook Warner, Nationwide

Bow to Stern, Navigating the new normal?  

Numerous consumers are buying personal watercraft to spend time with their families during this pandemic.  Many are first time buyers or are buying larger watercrafts.  They do not understand the type of coverage that was sold to them.  Nor do their insurance advisors know what questions to ask.  This workshop will help you demystify the complex insurance issues faced by both consumers and insurance professionals.  This essential information will help you better serve your clients as you dive into the world of ocean marine.   

Jeremy Backman, Chubb
Sean Blue, AIG
Karen Hivry, Cincinnati 
Richard Smith, Bass Underwriters
Russ Steinman, Cincinnati

What is Transitioning with Technology Today?  

For the majority of personal insurance carriers, agents and brokers the pandemic accelerated the digital transformation of workflows and services. Virtual appraisals, telematics/remote sensors, and ultra-high resolution satellite images are just a few of the technologies that have gained acceptance over the past 18-months and they’re just the start. The rapid pace of change across the entire digital landscape has reset customer and client expectations and, in some cases, minimum requirements. 

In this session, you’ll hear carriers, brokers, and vendors analyze and discuss the latest innovations, what you need to know about the emerging technologies and how to bring your customers and clients along the digital transformation journey. 

E&S Markets as a resolution for tough to place risks in an ever-changing marketplace 

Having a difficult time placing risks in the standard marketing place?  Not sure where to go anymore?   Feel welcome to join a distinguished panel of industry leaders from a variety of markets and companies. This panel discussion will provide insight into how rising costs, inflation, and the pandemic have shaped this new and emerging product lineup that we are using for our clients in every region that weren’t even a thought a few short years ago.  Get a behind the scenes look into the world of E&S from every aspect from the difference in premium calculations to product offerings today and for the future. 

Eric Emerson, HUB 
Jonathan Fagen, Pure 
Jason Lentz, RT Specialty
Kevin Madden, AmWINS 
Christina Oakes, USI
Michael Peck, Cincinnati




Roundtable Sessions 

Agency Owners & Principles – 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 is not to be missed if your goal is to be a top performer in your segment.  Come prepared with a problem you need resolved or a success story you wish to share.  Restricted to Agency Owners and Principles.  No carrier attendees please. 

Women in Leadership – During this open dialogue session, hear from and ask questions of diverse individuals who support the empowerment of women and their pursuit of excellence. Leaders will share stories from their careers and offer advice on positioning for success. They will discuss issues affecting women in today’s workplace and talk about the achievements of breaking the glass ceiling.  Come prepared to discuss our changing environment or a success story you wish to share. 

Sabrina Freiberg, Nationwide 
Jason Ott, AON 
Ana Robic, Chubb 
Stacy Warren, Vault 

Best Practices and Inspired by JoAnn Heltibridle – IT’S BEEN 20 YEARS IN THE MAKING 

Welcome to Best Practices as inspired by JoAnn Heltibridle.  The best practices library is a place for any of our members to go and find information. Whether you want to on board a new employee, write a compelling email, what questions should you ask a client or how to sell value not price.  This on demand learning center is open 24-7-365. Its learning done your way, at your convenience. Think of it as the Wikipedia or the Netflix of the insurance industry. 

Come find out how you can share your knowledge with others and help the best practices be the best source of knowledge in the industry. Meet with PRMA recipients of the prestigious award named after this inspiring individual. Let the spirit of JoAnn inspire you as well. 

Lesa Blaser, AmWINS 
Pam Flaherty, NFP  
Karen Hivry, Cincinnati 
Brent Hoedeman, Brown and Brown 
Margaret Ann Pyburn, Cobbs Allen
Mary Russell, Higginbotham 
Kurt Thoenessen, Ericson Insurance 

Sales and New Client Acquisition – whether you are a producer, account/marketing executive or someone who handles a book of business, you will want to join this collaborative session on how your peers are targeting and managing referral source relationships and existing clients to find new prospects.  Come prepared with a problem you need resolved or a success story you wish to share. 

Diane Delaney, AIG

Client Service and Risk Management Advisory – ever wonder how organizations achieve and maintain high client satisfaction ratings? Or what new ways your peers are keeping up to date with client expectations?  Join this session and brainstorm with other service experts on what’s working and what needs improving to meet the ever-changing needs of our HNW clients.  Come prepared with a problem you need resolved or a success story you wish to share. 

Allyship Workshop – being an ally and encouraging others to be one are positive and powerful actions. Allyship is central to creating diverse, inclusive cultures where differences of all kinds are recognized and celebrated, and patterns of systemic disadvantage are identified and tackled.  Join this session to learn about allyship and how to be an effective ally in and outside the workplace. 

Still have questions? We’re here to help!

(888) 317-PRMA (7762)