2017 Agenda

Nov. 5 – 7, 2017 | Tempe Mission Palms, Tempe, AZ

Sunday, November 5th

2:00 pm to 8:00 pm Registration
6:00 pm to 7:30 pm Welcome Reception
No Conference Dinner is Scheduled

Monday, November 6th

7:00 am to 8:00am Networking Breakfast


8:00 am to 8:30 am Exhibitor Visits
8:30 am to 11:15 am General Session
PRMA Update
Jim Kane, PRMA President, will provide an update on the association’s key initiatives.

The Big AHA
Jack Uldrich, Global Futurist, Speaker, Author.   In the near future, the greatest change will be the accelerating rate of change itself. In this enlightening, entertaining and educational session, Jack shares insights from his book, Business as Unusual: How to Future-Proof Yourself Against Tomorrow’s Transformational Trends, Today. He outlines the ten trends that will transform the world of tomorrow. Jack also identifies concrete actions businesses can take today to future-proof themselves against “the tides of tomorrow.”

Market Innovation: The Role of Technology in Improving the Client Experience

Fran O’Brien, Chubb
Jerry Hourihan, AIG Private Client Group
Ross Buchmueller, PURE Group of Insurance
Will Van Den Heuvel, Cincinnati Insurance
11:30 am to 12:30 pm Breakout Sessions- 7 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 Breakout Sessions- 7 sessions to choose from to explore issues and enhance knowledge
3:00 pm to 4:00 pm Round Table Discussions- 6 peer group discussion topics allowing participants to perfect their craft through collaboration and conversation.
4:15 pm to 5:15 pm The complete conversation on pressing issues in the news

Joe Levy, Rubica Inc.

Nick Lamparelli, reThought Insurance
Jason Ott, Aon
Marc Ricciardi, BB&T

6:00 pm to 8:30 pm Cocktail Reception and Awards Dinner

Tuesday, November 7th

7:00 am to 8:00 am Networking Breakfast
8:00 am to 8:30 am Exhibitor Visits
8:30 am to 9:30 am General Session

The Future of Insurance: Rethinking Talent Strategies for the New Reality
MaryBeth Fischer, National Territory Manager, The Jacobson Group

Mary Olson-Menzel, MVP Executive Search and Development

This session will provide an insider’s view of best practices and strategies for recruiting, retaining and developing talent in today’s evolving labor market. Only by rethinking current strategies can forward-thinking organizations successfully move into the future.

9:45 am to 12:00 pm Breakout Sessions- 7 sessions to choose from to explore issues and enhance knowledge
 12:15 pm To 1:00 pm General Session

The Chartered Private Risk and Insurance Advisor (CPRIA)
Certification Overview and conferment of 2017 graduates

1:00 pm to 2:00 pm Lunch

Break-Out Session Titles and Descriptions

Choose your attendance to two break-out sessions on Monday AND two break-out sessions on Tuesday.

The Image Revolution

Advances in imaging technology are revolutionizing the way policyholders interact with brokers and carriers. Homeowners can submit photos on the phone when calling in a loss, adjusters can settle claims faster with aerial and virtual reality photography, and brokers can view what their clients are experiencing throughout the restoration process.  Experience these new imaging technologies first hand and learn how you can use the image revolution to drive customer satisfaction and retention.

“It Is Better to Be Prepared, So You Don’t Have to Get Prepared.” – National Earthquake Preparedness.

Attendees who want to know how to “be prepared” in the event of the next big quake should attend. We will talk about how “moving our feet” vs. “moving our mouth”… has a huge impact in possibly avoiding catastrophe.  This session will focus on conscious pre-planning to enable a high net worth homeowner to react calmly and effectively during an emergency. The session will touch on: (1) making home and contents stable and earthquake resistant for life safety; (2) finding a balanced approached to possible seismic strengthening (retrofitting) of a home and purchasing insurance; and (3) thinking about and discussing the likelihood and effects of the next major quake, and what you should do at home, at work, in your car or in any other place, when the quake hits.

Home Sharing Risk Management

The home sharing marketplace is on the rise, and so are taxes, home expenses, and travel costs. Our clients are business savvy, and when renting a portion of their home, or their entire home for select periods of time results in income, this is nothing other than a money-making opportunity for their real estate investment. But, is the insurance industry keeping up with this trend? Are our clients adequately covered for property and liability damages? How can we have these touchy conversations with our clients and better prepare them, and their homes, for the risk involved in home sharing, without limiting their entrepreneurial sprits. This topic explores the realities, the risks, and the loss prevention of home sharing, while providing you with tools to help guide your clients if and when they have interest in this marketplace niche.

The Loss Resilient Home

Using technology, claims data, and education our industry can help clients become smarter and more responsible homeowners.  Smart technology is making loss prevention easier, more attractive, but also more vulnerable.  Join this session to help people understand their home, it’ systems, where, why and how losses happen and what they can do to prevent them.

Why Expertise Matters – Collector Cars

Protecting clients’ prized assets is one of the most important and potentially difficult things agents must do to win and keep their high net worth clients.  Collector cars comprise a growing and complex asset class made up of both hardcore collectors and relative newcomers. To many automobile collectors it is far more than a hobby: It’s a lifestyle which often includes a schedule peppered with automotive events and lavish garages for use in rare down times.  In this session we’ll offer a concise overview of why specialized knowledge is particularly important in the world of collector car insurance.  We will define a collector car, explore who is collecting them and discuss how to properly value a collector car.   Please join us in a discussion that will lead to a greater understanding in the passionate world of collector cars.

Business Owners & Executives – The Forgotten Gap in Corporate Risk Management Programs

As a business grows and evolves, so do its risks. Risk management strategies are used to capture, manage and control the complexity of the business risk, but who is managing the growing complexity of the owner’s and top executive’s personal risks? For business owners and executives, business and personal activities often overlap, creating unforeseen risk and hidden exposures. This session will help to identify common blended exposures that put the business at risk and are often overlooked by the commercial risk managers and brokers. A case study will be reviewed, followed by a moderated panel discussion with a personal and commercial risk manager/broker sharing tips in how a personal risk manager can effectively partner with commercial risk managers and brokers.

The Challenges of Protecting the Global Citizen

The design of a comprehensive personal insurance program for US locations for a HNW multi-generation family can be complex. Adding risks encountered globally by family members brings the complexity to a new level.  Vacation homes in the south of France, a London flat for a client’s son, or an exotic African safari, all present unique and challenging risks.  Renting a car in Italy, or purchasing antiquities in Asia demands multiple resources, from coverage placement, risk management issues, valuation, interpretation of local laws, or simply the logistics of settling a claim.

This session will discuss the unique risks and issues facing brokers when addressing the concerns of the Global Citizen, as well as address solutions and the risk management process required to tackle this facet of a HNW family’s risks.

Roundtable Session Titles and Descriptions

Choose your attendance to one of six listed Roundtable discussion groups for Monday afternoon:

  • Women in Leadership – “Being a champion for women in the workplace” – This session will provide insight into how women can become more inclusive to support, professionally challenge and mentor each other to become stronger leaders
  • 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 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.
  • Client Acquisition Strategies – 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.
  • World Class Service – 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.
  • Technology Innovation – The pace of change outside the industry has been relentless bringing opportunities to evolve, grow and simultaneously disrupt.  Join a discussion around responding and learn the approach of others.  By sharing personal experiences and knowledge, we can take advantage of all technology has to offer.
  • Call in the experts – flood risk analysis.  When risk management scenarios fall outside your realm, experts become indispensable.  This session walks you through new tools and different thinking about  flood risk.  Our session leader will lead you through the steps of engaging, what to expect, and the possible outcomes making for a positive encounter for both you and your client.

Still have questions? We’re here to help!

(888) 317-PRMA (7762)