Monday, November 6, 2023 |
SPONSORED BY: |
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7:00am – 8:00am |
Networking Breakfast & Exhibitor Visits | ![]() |
8:00am – 8:30am |
PRMA Morning Kick-Off | |
8:30am – 9:30am |
General Session Harnessing Headwinds – Successfully Navigating Change and Adversity Keynote Speaker: Nicole Malachowski |
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9:30am – 9:50am |
Break | ![]() |
9:50am – 10:50am |
First Breakout Session
See below for Breakout session topics |
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10:50am – 11:10am |
Break | |
11:10am – 12:10pm |
Second Breakout Session
See below for Breakout session topics |
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12:10pm – 1:10pm |
Lunch | ![]() |
1:10pm – 2:10pm |
Executive Insights Panel – Session 1
Featuring: Chubb, Private Client Select, PURE |
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2:10pm – 2:30pm |
Break | |
2:30pm – 3:30pm |
Executive Insights Panel – Session 2
Featuring: Berkley One, Cincinnati, Hanover, Nationwide Private Client |
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3:30pm – 3:50pm |
Break | |
3:50pm – 4:50pm |
Third Breakout Session
See below for Breakout session topics |
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4:50pm – 6:00pm |
Free Time | |
6:00pm – 7:00pm |
Cocktail Reception | ![]() |
7:00pm – 9:00pm |
Awards Dinner | ![]() |
9:00pm – 11:00pm |
After Party | ![]() |
Breakout Sessions |
SPONSORED BY: |
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Evolution of Excess & Surplus: How We Got Here and Where Are We Going |
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The Intricacies of Flood Insurance |
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Macro Trends and the Insurance Market: Strategies for Adaption In the first part of this session, we will delve into the macro issues impacting the insurance market and explore how they contribute to a challenging environment for carriers, brokers, and consumers. We will begin by examining the broader landscape, including global events, economic conditions, regulatory changes, and emerging trends that influence the insurance markets.The second part of this session will shift the focus to the perspective of insurance carriers and how brokers can play a vital role in identifying and reinforcing risk mitigation strategies with clients to improve insurability. We will discuss effective techniques and tools that brokers can use to engage with clients and emphasize the importance of risk management. We will also review additional actions brokers can take to enhance the customer experience while controlling the cost of insurance. |
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The Reinsurance Landscape: Essential Knowledge for Industry Professionals |
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Wealth Transfer Vehicles and Insurance Strategies Brokers play a critical role in the risk management of wealth transfer vehicles. This session will focus on the unique considerations for brokers when dealing with UHNW clients. We will explore a range of important topics to equip participants with practical insights and targeted knowledge around wealth transfer vehicles, including trusts, private trust companies, and LLCs. Our conversation will also focus on the specific implications and questions that will enable a holistic approach to writing insurance policies covering these structures. Participants will learn about potential opportunities (and limitations) in obtaining a variety of polices and higher limits of liability within this context. We will cover essential strategies for engaging with clients and underwriters to gather the necessary information for creating effective and personalized solutions. Participants will leave with an understanding of the subtleties involved in wealth transfer planning and insurance structuring, and key dialogue frameworks to capture the client’s risk and to meet the underwriters’ concerns. Practical examples will showcase how minor details can significantly impact the outcome and provided value add in future client conversations. |
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Tuesday, November 7, 2023 |
SPONSORED BY: |
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7:30am – 8:30am |
Networking Breakfast & Exhibitor Visits
Join us for a special celebrity athlete appearance! |
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7:30am – 8:30am |
Chapter Leader Breakfast | |
8:30am – 8:45am |
Final Day Kick-Off | |
8:45am – 9:45am |
General Session What Do You Sell? Former Guest Service Manager for Walt Disney Company and hospitality expert explores the heart of service, dynamics of human connection, emotions, self-awareness, and perception.Featured Speaker: Christos Provistalis |
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9:45am – 10:00am |
Break | |
10:00am – 11:00am |
Workshop #1
See below for Workshop session descriptions |
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11:00am – 11:15am |
Break | |
11:15pm – 12:15pm |
Workshop #2
See below for Workshop session descriptions |
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Workshop Sessions
The Art of Socializing Workshop: Essential Skills for HNW Professionals
This workshop is tailored to suit all personality types – extroverts, introverts, and everyone in between. Led by esteemed experts from Winston Art Group and Treadwell, this dynamic session will be an energetic exploration of networking nuances, where you’ll master research tips to prepare for networking opportunities, discover the art of seamlessly entering groups with an odd number of members at events, and learn the graceful finesse of exiting conversations. This interactive experience will empower you to navigate networking situations with ease.
Excess & Surplus Workshop: Transforming the ‘Last Resort’ into the ‘Best Solution’
Step into a dynamic, hands-on workshop where participants will collaboratively generate innovative approaches to succinctly explain the fundamental distinctions between standard and E&S markets, particularly when the non-admitted option is the sole choice. By the end of this engaging session, attendees will walk away with personalized scripts, equipping them to navigate these sensitive discussions with poise, transparency, and a focus on delivering value to all parties involved.
Flood Workshop: Tackle Objections and Misconceptions
This workshop will equip participants with a repertoire of strategic questions to tackle objections and misconceptions about flood insurance from clients and prospects. Through engaging “interactive” exercises, we create lifelike scenarios that simulate client interactions, enabling you to hone your skills in having impactful conversations about flood risks.
Reinsurance Workshop: Simplifying the Explanation
Join us for an engaging workshop where participants will craft their own scripts and language to provide clear and “jargon-free” explanations on how reinsurance affects premiums and capacity. This interactive session empowers attendees to effectively communicate complex concepts in the simplest terms, making it accessible to clients and others.
Building Bridges: Creating a More Inclusive Environment Workshop
This workshop is designed to bring employees from all levels and departments together to share their ideas and thoughts on how to create a more inclusive work environment. This workshop aims to spark meaningful discussions, ignite creative thinking, and inspire concrete actions that contribute to a stronger, more cohesive, and harmonious workplace. Guided by the 2022 DEI Award recipient, Aon, and PRMA DEI members, we’ll collaboratively identify successful strategies and best practices that have been implemented in other organizations to promote inclusivity.