2015 AGRiP Fall Educational Forum: Full Schedule

Finance professionals can receive up to 18.5 CPE hours through Eide Bailly for attending this conference. Download and complete the attached forms or visit the registration desk for more details.

AGRiP 2015 Fall Education Forum CPE form docx

AGRiP Eval doc

Sunday October 4, 2015 12:00pm - Wednesday October 7, 2015 12:00pm CDT
TBA

Other

12:00pm CDT

Pool Fraud Audits: Points to Ponder

AGRiPFraudAuditResource pdf

Sunday October 4, 2015 12:00pm - Wednesday October 7, 2015 12:00pm CDT
TBA

Other

12:00pm CDT

The Drake Floor Plan

Drake Mezzanine Lobby split pdf

Sunday October 4, 2015 12:00pm - Wednesday October 7, 2015 12:00pm CDT
TBA

Other

6:00pm CDT

Welcoming Reception

Sunday October 4, 2015 6:00pm - 8:00pm CDT
Grand Ballroom

Reception

7:00am CDT

Registration

Monday October 5, 2015 7:00am - 4:00pm CDT
Palm Court Foyer

Registration - Information Desk

7:30am CDT

Breakfast

Monday October 5, 2015 7:30am - 8:45am CDT
Palm Court-Club International

Meals

7:30am CDT

First Time Attendee Breakfast

Monday October 5, 2015 7:30am - 8:45am CDT
Grand Ballroom

Meals

9:00am CDT

The Improv Tool Kit for Innovative Pool Leadership

It’s true… managing pooling-related issues can sometimes feel a lot like improv! Join Second City Works, a business consulting arm of the acclaimed Second City comedy troupe and school of improvisation, to see how improvisers work collaboratively and remain nimble in the face of uncertainty in order to do their jobs – create comedy – well. Learn how to implement their communication techniques and tools to help navigate in today's pooling environment with innovation, agility, and creativity. Experience first-hand how the skills they use onstage can also help you be more open to opportunity, more connected with your teams and members, and more agile in an ever changing environment.

Speakers

Rebecca Sohn

Keynote Speaker, Second City

Rebecca Sohn has been part of Second City Works for nearly 20 years as a Facilitator, Writer, Director, Actor and Improviser for hundreds of corporate clients. She toured with The Second City National Touring Company and is an alum of The Second City ETC resident stage in Chicago... Read More →

Mark Sutton

Keynote Speaker, Second City

Mark Sutton has been performing and teaching improvisation for nearly 3 decades. In 16 years with The Second City, he has been a performer, director, and teacher in both Chicago and Toronto. For the past 8 years, Mark has traveled the world with Second City Works bringing the... Read More →

Monday October 5, 2015 9:00am - 10:30am CDT
Gold Coast

General Session

10:45am CDT

The Enemy Within: Dealing With Fraud in Your Pool

No one wants to hear that even though you believe you are doing everything “right”– rigorous annual clean audits, regular external reviews by reinsurance partners, an active internal audit function, and rigorous policies regularly reviewed through the AGRiP Recognition Standards – things can still go wrong. In this case, we will hear about one pool’s very personal experience – recently concluded with the criminal sentencing of a long-time employee – and the lessons learned. From discovering the fraud – which involved embezzlement of over $1 million over a 10 year period – to working with the authorities, managing the public relations, and dealing with employee morale, we are grateful to Dubravka for sharing this experience, and perhaps preventing it from happening in other pools.

Speakers

Dubravka Romano

Associate Executive Director for Risk Management Services, Texas Association of School Boards

Dubravka Romano is Associate Executive Director for Risk Management Services for the Texas Association of School Boards (TASB) in Austin, Texas, a position she has held for over 25 years. In this capacity Dubravka is responsible for the overall operation of the TASB Risk Management... Read More →

The Enemy Within Dubravka pdf

Monday October 5, 2015 10:45am - 12:00pm CDT
Grand Ballroom

Financial Management & Investments

10:45am CDT

The Pooling Difference and Value Proposition for Members

The first of three sessions in this track, which together will provide a soup-to-nuts overview of everything someone new to pooling might need or want to know (well, almost everything)! In the first segment, we’ll give a brief overview of how pools differ from traditional insurance and the unique value of public entity pooling. Then, we’ll cover safety and risk management, claims and litigation – critical elements that really differentiate pools. Material presented throughout Pooling Basics will be appropriate for pool Board Members or Trustees, but also useful for newer pool staff who need a broad over view and context. Subject matter experts will be engaged throughout the series for group discussion and opportunities for peer-to-peer collaboration.

Speakers

Jenny Emery

Consultant, Emery Advisors

Jenny P. Emery is a Consultant with Emery Advisors. Jenny has spent most of her thirty year career working in local government risk management, and is a recognized leader in the development and growth of public sector pools. Most recently, Jenny served as the Executive Director of... Read More →

AGRiP PPT fall 2015 sections I and II pdf

Monday October 5, 2015 10:45am - 12:00pm CDT
Parkside

Pooling Basics

10:45am CDT

Advanced Analytics - What's New?

This session will give practical and real examples of how the new world of big data is impacting and improving pooling risk management processes. We will discuss how to access data, how to make it an advantage for you, and give some powerful case studies where analytics is having a profound impact in many areas of the pooling and public entity risk management function. The focus is risk management, but we’ll also identify claims, safety and some new fraud detection techniques made more meaningful by analytics.

Speakers

David Duden

Director, Deloitte Consulting

Mr. Duden is a Firm Director focused on Insurance, Claims, Risk Management and Safety Solutions within the Actuarial, Rewards and Analytics practice. He has successfully managed a wide variety of consulting projects for firms representing every technology component of the insurance... Read More →

Monday October 5, 2015 10:45am - 12:00pm CDT
Walton

Safety Loss Control & Risk Management

10:45am CDT

Honing Your Improv Skills: Tools for Underwriting Professionals

Underwriting involves a wide array of skills and knowledge, from how to write drone coverage, evaluating underwriting tools and methods, and keeping up with changing and increasing cyber risks. But that’s not all you have to worry about in any given day… what about soft skills in marketing, getting along well with coworkers, and keeping pace in today’s work environment? In this breakout session, Second City facilitators will build on the concepts and tools presented in the keynote session and focus more pointedly on the everyday challenges you might face in an underwriting role. Interactive exercises will teach you how to use improv to improve managerial skills and remain nimble and dynamic in the face of uncertainty.

Speakers

Rebecca Sohn

Keynote Speaker, Second City

Mark Sutton

Keynote Speaker, Second City

Monday October 5, 2015 10:45am - 12:00pm CDT
Gold Coast

Underwriting Coverages & Emerging Risks

12:00pm CDT

Lunch & Advisory Standards Recognition Awards

Monday October 5, 2015 12:00pm - 1:30pm CDT
Gold Coast

Meals

1:30pm CDT

Risk Asset Positioning for Pools

Pools may have different goals and constraints when it comes to investment policies, but many have considered options for increasing portfolio allocations to equities or other risk assets. This presentation will explore the considerations, pros and cons of a pool investment portfolio inclusive of greater risk asset allocation – including how those considerations might change based on the overall size of such allocation. This issue will be examined from a financial perspective as well as a governance perspective, including stories from pools who have gone through a portfolio transition process and lessons they’ve learned along the way.

Speakers

Philip Bell

Executive Director, County Reinsurance, Limited

Phil is the Executive Director of County Reinsurance, Limited (CRL), a position he has held since October of 2000. CRL is a member-owned company that provides reinsurance to select pubic entity risk pools throughout the United States. Phil's prior experience includes work with... Read More →

Daniel Smereck

Managing Director, Strategic Asset Alliance, Inc.

Daniel G. Smereck, Managing Director & Principal, is the primary consultant for the majority of SAA’s fifteen governmental risk pooling clients with invested assets over $2B, Mr. Smereck has over twenty years of experience across investments, insurance, corporate finance, statistical... Read More →

Risk Asset Positioning Smereck and Bell pdf

Monday October 5, 2015 1:30pm - 2:45pm CDT
Grand Ballroom

Financial Management & Investments

1:30pm CDT

Actuarial, Financial, and Underwriting for Policymakers

The second of a valuable three-part introductory series. This segment will cover actuarial rate and funding studies, financial management, and underwriting functions. This is a great discussion for those not directly charged with performing detailed analytical work, but responsible for acting on the results; or those who need to better understand the overall financial metrics most critical in pooling operations.

Speakers

Jenny Emery

Consultant, Emery Advisors

AGRiP PPT fall 2015 sections I and II pdf

Monday October 5, 2015 1:30pm - 2:45pm CDT
Parkside

Pooling Basics

1:30pm CDT

Honing Your Improv Skills: Tools for Loss Control & Risk Management Professionals

From understanding and utilizing big data in safety and risk management efforts, to weighing considerations for body worn cameras in law enforcement and implementing online training to meet members’ evolving needs, loss control and risk management professionals have a lot to manage! And, in addition to all this you have member relationships to maintain, staff resources to consider, and a fast paced work environment that might take a personal toll. In this interactive breakout session, Second City facilitators will build on the concepts and tools presented in the keynote session and focus more pointedly on these particular challenges. Learn how to use improv to improve managerial skills and remain nimble and dynamic in the face of uncertainty.

Speakers

Rebecca Sohn

Keynote Speaker, Second City

Mark Sutton

Keynote Speaker, Second City

Monday October 5, 2015 1:30pm - 2:45pm CDT
Gold Coast

Safety Loss Control & Risk Management

1:30pm CDT

Cyber Coverage, Breach Notifications and Security Audits

Cyber coverage considerations continue to evolve, and every cyber event helps us better understand coverage needs, the impact of coverage language, and how public entity pool members are likely to be impacted by cyber events. This session will offer perspective into current cyber coverage trends and issues in the broader marketplace, alongside meaningful examples of local government cyber concerns. Consider the importance of cyber breach notification and security audit practices within your membership, and hear practical tips about how to help guide a member through a cyber event.

Speakers

Allen Hatten

Executive Director, Washington State Transit Insurance Pool

Al is the Executive Director of the Washington State Transit Insurance Pool (WSTIP). He was the first full-time employee of WSTIP, hired April 1, 1993. Al earned his Bachelor’s Degree from Western Washington University majoring in Community Health. Prior to WSTIP, he was the Risk... Read More →

Charles Pruzinsky

Underwriter, Specialty Lines, Beazley

CJ Pruzinsky joined Beazley in May 2014 as an underwriter for the Technology, Media & Business Services team based in the Chicago office. CJ’s focus is on underwriting specialty lines risks such as E&O, media and information security & privacy for middle market and large risk clients... Read More →

PRESENTATION Hatten for AGRIP on Cyber Event 2015 10 05 pdf

Monday October 5, 2015 1:30pm - 2:45pm CDT
Walton

Underwriting Coverages & Emerging Risks

3:00pm CDT

Honing Your Improv Skills: Tools for Finance Professionals

For pool finance professionals, the question of adequate surplus versus member distribution, investment portfolio allocations, and preparing detailed budgets are perpetual problems needing to be addressed. Plus, you have to explain complex financial metrics to your coworkers, your Board, and your members — and work effectively in the finance team, with pressing deadlines constantly at play. In this breakout session, Second City facilitators will build on the concepts and tools presented in the keynote session and focus more pointedly on the challenges experienced by finance professionals. Interactive exercises will teach you how to use improv to improve workplace interactions and remain nimble and dynamic in the face of uncertainty.

Speakers

Rebecca Sohn

Keynote Speaker, Second City

Mark Sutton

Keynote Speaker, Second City

Monday October 5, 2015 3:00pm - 4:15pm CDT
Gold Coast

Financial Management & Investments

3:00pm CDT

Effective Board Governance for Pools

The final session in this three-part introductory series is focused on pool governance – responsibilities of the pool Board of Directors, critical decision-making skills, a healthy relationship between the Board and pool executives, and more. Whether you are a Director/Trustee on the pool Board, or a staff person helping the Board make appropriate decisions, you’ll gain valuable context and practical advice about improving the governance function.

Speakers

Jenny Emery

Consultant, Emery Advisors

Frank Martinelli

President, The Center for Public Skills Training

Frank Martinelli is a contributing author of the new book, YOU and Your Nonprofit Board: Advice and Practical Tips from the Field’s Top Practitioners, Researchers and Provocateurs, just published by CharityChannel Press. Frank Martinelli has over 35 years of work, training and consulting... Read More →

AGRiP Oct5 Pool Basics Governance V2 pdf

Monday October 5, 2015 3:00pm - 4:15pm CDT
Parkside

Pooling Basics

3:00pm CDT

Where the Rubber Meets the Road: Fleet Management Case Study

Where the Rubber Meets the Road was developed by VML Insurance Programs in 2010 as a way to address losses related to vehicle crashes. At that time, vehicle crashes accounted for nearly half the cost of all claims for VMLIP. The campaign helps their public sector members with training, policy development and implementation, driver evaluation, and management accountability. Since implementation, Where the Rubber Meets the Road has cut the costs of auto liability coverage nearly in half. Hear how this member pool, who was awarded the 2015 AGRiP Award for Excellence in Performance, developed, implemented, manages and continues to evolve their dedicated fleet safety
campaign, resulting in lower loss ratios and safer roadways for Virginians.

Speakers

Beth Rosenthal

Director of Safety Services, VML Insurance Programs

Beth holds an undergraduate degree in safety science from Indiana University of Pennsylvania and a master’s degree in industrial hygiene from the Medical College of Virginia/Virginia Commonwealth University. She worked as an industrial hygienist with Liberty Mutual Insurance Group... Read More →

Where the rubber meets the road pdf

Monday October 5, 2015 3:00pm - 4:15pm CDT
Grand Ballroom

Safety Loss Control & Risk Management

3:00pm CDT

Case Study Examples of Recasting Underwriting Methods

Think your underwriting methods are too time-tested to be improved upon? Think again! Hear from two pools that engaged in a comprehensive review of underwriting methods and metrics in order to improve and streamline underwriting. Find out why they felt the need to evaluate existing underwriting methods, how they engaged in a systematic evaluation and revision process, implementation lessons, and early evaluation of pricing and member relationship outcomes. Even if you aren’t planning an underwriting change within your pool, the experiences shared as part of these two case studies will be instructive to your pool’s underwriting operations.

Speakers

Liam Biever

Underwriter Manager, League of Minnesota Cities Insurance Trust

Liam Biever is the Underwriting Manager for the League of MN Cities Insurance Trust (LMCIT). He’s worked with the LMCIT program for ten years. Liam received a B.S. in Economics from the University of St. Thomas and holds Chartered Property Casualty Underwriter (CPCU) and Associate... Read More →

Scott Moss

P/C Trust Director, CIS

Scott Moss joined CIS on February 1, 2010 as its Property/Casualty Trust Director, overseeing CIS’ property, liability, and workers’ comp programs. Scott started his career as a ski-bum in the mountains of Utah where he heard about risk management in a finance class at University... Read More →

Recasting a Pool's Underwriting Structure pdf

Monday October 5, 2015 3:00pm - 4:15pm CDT
Walton

Underwriting Coverages & Emerging Risks

5:00pm CDT

QEI Patron Appreciation Reception (All Welcome!)

Monday October 5, 2015 5:00pm - 6:00pm CDT
Palm Court-Club International

Reception

6:15am CDT

Group Run/Walk

Start your day with a run/walk along Lake Michigan! AGRiP staff will lead the group to the Navy Pier and back on the Lakefront Trail. All paces welcome. No sign-up necessary, but the group will leave promptly at 6:15AM from the hotel lobby.

Tuesday October 6, 2015 6:15am - 7:15am CDT
Meet in the hotel lobby.

Group Run

7:00am CDT

Information Desk

Tuesday October 6, 2015 7:00am - 5:00pm CDT
Palm Court Foyer

Registration - Information Desk

8:00am CDT

Breakfast Roundtables by Track: Have We Lost Our Risk Edge?

Network with your colleagues from across the pooling community in these facilitated discussion groups, with specific topics designed for each of the content tracks.

Speakers

John Foehl

President & CEO, Government Entities Mutual

Mr. Foehl currently serves as the President and CEO of Government Entities Mutual, Inc. GEM is a protected cell reinsurance captive domiciled in the District of Columbia. Mr. Foehl is also a founding partner of Captive.com, one of the industry’s leading web sites for captive news... Read More →

Tuesday October 6, 2015 8:00am - 9:15am CDT
Parkside

Financial Management & Investments

8:00am CDT

Guest Breakfast

Tuesday October 6, 2015 8:00am - 9:15am CDT
Astor

Meals

8:00am CDT

Breakfast Roundtables by Track: Benchmarks and Dashboards and Metrics, Oh My!

Network with your colleagues from across the pooling community in these facilitated discussion groups, with specific topics designed for each of the content tracks.

Speakers

Michael Coppa

Loss Control Manager, Ashton Tiffany

Mr. Coppa is Ashton Tiffany’s loss control manager. He oversees a staff of eight loss control professionals. Mr. Coppa specializes in supporting safety programs and processes, with a specific expertise in fire protection and life safety. He also assists with controlled insurance... Read More →

Jennifer Darnall

Executive Director, The Arizona School Alliance for Workers' Compensation, Inc

Ms. Darnall manages pool operations for Ashton Tiffany, LLC. In this role, she serves as executive director of the Arizona School Alliance for Workers’ Compensation, Inc. (the Alliance), and oversees management of five other self-insurance pools. Her areas of responsibility include... Read More →

AGRIP Dashboard presentation 10 6 2015 pdf

Tuesday October 6, 2015 8:00am - 9:15am CDT
Georgian

Safety Loss Control & Risk Management

8:00am CDT

Breakfast Roundtables by Track: Things to Consider When Local Governments Share Services

Network with your colleagues from across the pooling community in these facilitated discussion groups, with specific topics designed for each of the content tracks.

Speakers

Scott Moss

P/C Trust Director, CIS

Tuesday October 6, 2015 8:00am - 9:15am CDT
Grand Ballroom

Underwriting Coverages & Emerging Risks

9:30am CDT

Exploring the Possibilities of Catastrophe Bonds

Catastrophe bonds and other types of insurance securitizations continue to grow in popularity and put downward pressure on catastrophe reinsurance rates. These products can offer attractive rates and coverage structures – but are they a good fit for your reinsurance program? Learn about the growing role of insurance securitizations in the market, how government risk pools have used them to date, how you might analyze their potential value for your pool, and what some of the emerging opportunities might be for future use.

Speakers

Aaron Koch

Consulting Actuary, Milliman, Inc

Aaron C. Koch, FCAS, MAAA, is a Consulting Actuary in Milliman’s Boston office. Aaron is Fellow of the Casualty Actuarial Society (“FCAS”) and a Member of the American Academy of Actuaries (“MAAA”). Aaron works with a diverse set of clients in the property and casualty... Read More →

CAT Bonds Allison and Aaron pdf

Tuesday October 6, 2015 9:30am - 10:45am CDT
Walton

Financial Management & Investments

9:30am CDT

Onsite Health Clinics for the Self-Insurance Marketplace

One of the country’s leading consultants in the area of on-site health clinics for self-insured employers shares his unique and objective insights into specific approaches that are producing the greatest cost efficiencies and plan participant satisfaction. Common pitfalls will also be identified along with a preview of anticipated future trends.

Speakers

Bruce Hochstadt, MD

National Onsite Health Leader, Towers Watson

Bruce Hochstadt, MD is a senior consultant and the National Lead for On-Site Health at Towers Watson managing the firm’s consulting services addressing employer-sponsored worksite (on-site/near-site) health centers. Prior to joining Towers Watson, Dr. Hochstadt was a Partner at... Read More →

Kara Speer

Health Management Consultant, Towers Watson

Kara is a Health Management Consultant based in the Towers Watson Chicago office. Her focus is to provide strategic consulting on health management initiatives, vendor programs, program design and overall vendor management. Kara also supports the management of the firm’s consulting... Read More →

Onsite Health Clinics pdf

Tuesday October 6, 2015 9:30am - 10:45am CDT
Grand Ballroom

Safety Loss Control & Risk Management

9:30am CDT

Innovations in Online Underwriting Tools

New technologies are becoming increasingly available to pools, allowing them to improve efficiencies and depth of services. This session will discuss advances in online underwriting tools, how pools are utilizing these technologies in their own operations, and things to consider as your pool evaluates new underwriting technology platforms.

Speakers

Todd Greer

Senior Vice President, Illinois Counties Risk Management Trust

Todd entered the Insurance industry in 1986 and has worked for both Insurance Carriers and an International Broker with a background in Underwriting, Marketing and Program Development. Todd began his career as an underwriter with USF&G Insurance before moving to CNA where he was... Read More →

David Tweedy

Director of Risk Information Consulting, Bickmore

David has been a risk management consultant specializing in RMIS and claims management since the late 1970s. As Director of RMIS for Bickmore, he serves a wide variety of clients including pools to help them obtain the best possible systems to serve their needs. He publishes an annual... Read More →

Innovations in Underwriting Technologies pdf

PMIS Comparison June2015 v5 pdf

Tuesday October 6, 2015 9:30am - 10:45am CDT
Gold Coast

Underwriting Coverages & Emerging Risks

11:00am CDT

Predicting the Future of Medicare Programs and Medicare Compliance

This presentation will cover various aspects of the Medicare program, including Section 111 audits and reporting penalties, changes to the conditional payment process, and Medicare Advantage Plan demands for reimbursement and MSA trends, particularly in the context of MSAs and liability claims. The impact of the ACA on the Medicare program and the implications on Medicare compliance and claims, in general, will also be addressed – seeking to answer questions about whether the ACA will result in claim shifting to workers’ compensation.

Speakers

Jessica Smythe

AVP Customer Relationship Management, ISO Claims Partners

Jessica C. Smythe is AVP, Customer Relationship Management, for ISO Claims Partners. Prior to joining ISO Claims Partners, Jessica was a North Carolina liability and workers’ compensation defense attorney. Her clients included national and international corporations, self insured... Read More →

Predicting the Future pdf

Tuesday October 6, 2015 11:00am - 12:15pm CDT
Gold Coast

Financial Management & Investments

11:00am CDT

Loss Control Technology Show & Tell

Join this interactive session to learn from your pooling industry colleagues about the innovative tools pools are using to manage loss control. Come prepared with a tool to share, a question to ask, or to take notes on loss control tools you can implement in your own pool.

Speakers

Dave Kodel

Loss Control Specialist, Cities & Villages Mutual Insurance Company

Dave Kodel joined Cities & Villages Mutual Insurance Company as a Loss Control Specialist in 1998. He has over 20 years of safety and risk management experience. Dave is responsible for providing comprehensive loss control management assistance for member municipalities. He... Read More →

Norman Lefmann

Asst. Executive Officer, California Joint Powers Insurance Authority

Norm is Assistant Executive Officer for the California JPIA. As such, he oversees programs including risk management, training, claims, and strategic planning for the organization. Before joining the Authority, Norm worked in the private sector for several years before joining the... Read More →

Jonathan Shull

Chief Executive Officer, California Joint Powers Insurance Authority

AGRiP Board of Directors

loss control technology pdf

Tuesday October 6, 2015 11:00am - 12:15pm CDT
Grand Ballroom

Safety Loss Control & Risk Management

11:00am CDT

Emerging Loss Issues From Sexual Harrassment and Sexual Violence

Through a review of United Educators’ claims statistics and recent high-profile case developments, this session will cover how Title IX came to cover sexual harassment and sexual violence involving students at K12 and higher education institutions. We will also examine the Department of Education’s legal guidance and what practical steps institutions can take now to comply with this important law.

Speakers

Heather Salko

Senior Risk Management, United Educators

Heather A. Salko is a Senior Risk Management Counsel for the Risk Management department of United Educators Insurance, a member-owned reciprocal retention group based in Bethesda, MD that provides insurance and risk management services to educational institutions around the country... Read More →

Emerging Loss Issues Sexual Harassment pdf

Tuesday October 6, 2015 11:00am - 12:15pm CDT
Walton

Underwriting Coverages & Emerging Risks

12:15pm CDT

Lunch & General Session: ERM and Pools - Building a Pathway Through Uncertainty

Enterprise Risk Management (ERM) is a defined process for managing uncertainty. When applied to public entity pool operations, managing uncertainty includes addressing emerging member risks as well as managing pool operations into the future. This session will review both approaches and provide examples from peer pool organizations that have embarked upon the ERM journey. You’ll leave with a better understanding of how ERM applies to pool operations and member operations, and ideas about how to take the next steps.

Speakers

Dorothy Gjerdrum

Senior Managing Director, Arthur J. Gallagher

As Senior Managing Director of Gallagher Public Sector, Dorothy leads 300 Gallagher insurance brokers and specialists dedicated to public sector clients across the United States, focusing on issues of risk management, exposure identification, pool operations and enterprise risk management... Read More →

ERM and Pools FINAL pdf

Tuesday October 6, 2015 12:15pm - 2:15pm CDT
Gold Coast

Meals

2:15pm CDT

The Two Sides of Surplus: Adequacy & Distribution

There is never an end to questions about pool “surplus.” First, you wonder if the pool has enough. Then, you struggle to determine how best to distribute it. And just when you get it figured out… you might have to start all over! This session will identify ways to define adequate levels of surplus, strategies for distributing surplus among your pool’s membership, and typical questions you should be prepared for when establishing surplus policies that work best for your pool and its members.

Speakers

Michael Mischkot

CFO, CIS

Mike Mischkot joined CIS in 1988 and holds the distinction of being CIS’ longest-serving employee. Mike is the Chief Financial Officer, responsible for management and reporting of CIS finances. Mike received his Bachelor of Science degree in Business Administration from The University... Read More →

Two Sides of Surplus pdf

Tuesday October 6, 2015 2:15pm - 3:30pm CDT
Walton

Financial Management & Investments

2:15pm CDT

Measuring ROI for Online Training

In this session, we will discuss common questions, objectives and outcomes of a typical online risk management training program. Hear from a pool that has been through an online training implementation and learn about both anticipated and unexpected cost savings, efficiencies, and added value to the pool’s loss control and risk management initiatives – and lessons learned to help other pools that might be planning a similar undertaking.

Speakers

Aaron Barnes

COO, LocalGovU

Aaron serves as Chief Operating Officer of LocalGovU, a division of Praetorian Digital. In his role at Praetorian, he oversees the company’s Online Training division staff of 40 plus people, which includes digital training programs for Local Government, Police, Fire, EMS and Corrections. LocalGovU is... Read More →

Jonathan Woods

Chief Executive Officer, Oklahoma Municipal Assurance Group

AGRiP Board of Directors

Fall AGRIP LGU OMAG ROI For Online Training Part 1 (Pages 1 20) pdf

Fall AGRIP LGU OMAG ROI For Online Training Part 2 (Pages 21 40) pdf

Fall AGRIP LGU OMAG ROI For Online Training Part 3 (Pages 41 57) pdf

Tuesday October 6, 2015 2:15pm - 3:30pm CDT
Gold Coast

Safety Loss Control & Risk Management

2:15pm CDT

How to Review and Update Your Pool's Coverage Forms

Examining and updating your pool’s coverage forms is a tedious procedure that requires diligence and commitment. This conversational and participatory session will address critical elements of the process – the parties involved and their respective roles, timing and recommended frequency of a comprehensive review, and pool-oriented language versus ISO insurance language – alongside common pitfalls to watch for, to help you understand and navigate the process successfully. There will be plenty of opportunity for attendees to share their own experiences and learn best practices from their peers.

Speakers

John Fumo

Vice President, Regional Manager, Genesis Management and Insurance Services Corp.

John Fumo is the Southeastern Regional Manager and Vice President for the Public Entity Division of the Genesis Management and Insurance Services Corporation. In this capacity, he handles reinsurance and insurance exclusively for the public entity sector. John has been with the General... Read More →

Greg Womack

Program Executive, York Pooling

Gregory W. Womack is a Vice President and Program Executive with York Pooling (York) and is responsible for the overall operations of the Texas Council Risk Management Fund. Prior to assuming the role of Program Executive, Mr. Womack managed various functional areas including underwriting... Read More →

ReviewingUpdatingCoverageFormsHandout pdf

Tuesday October 6, 2015 2:15pm - 3:30pm CDT
Grand Ballroom

Underwriting Coverages & Emerging Risks

3:45pm CDT

Untapped Synergy: A Conversation About the Future of Reinsurance

The research for the basis of this discussion can be found at http://papers.ssrn.com/abstract=2573253.

While pools and reinsurers appear to have differing goals, recent research has shown what many in both industries have suspected—a symbiotic relationship can benefit both far more greatly than individual efforts. Reinsurers often learn lessons about underwriting and claims the hard way, and are able to share their nation wide experience with pools. On the other side, pools are more attuned to their local political and legal environment, as well as the unique exposures faced by their members. By building an open and mutually informative relationship, both pool and reinsurer can reach new heights. This session will address the interaction and governance issues that can arise, possible solutions, and what the coming decade will bring to the poolreinsurer relationship.

Speakers

Marcos Mendoza

Assistant Director for Legal & Regulatory Affairs, Texas Association of School Boards, Inc.

Marcos Antonio Mendoza is a graduate of Baker University (B.A. in History), Washburn University School of Law (J.D.) and most recently in 2014, the University of Connecticut School of Law (LL.M. in Insurance, with Honors). After 15 years with State Farm Insurance and several years... Read More →

Richard Spiers

Vice President, Genesis Management and Insurance Services Corp.

Mr. Spiers has been in the insurance industry since 1980. Since 1985, he has been a claim executive in the reinsurance and excess marketplace and has been with Genesis Management and Insurance Services, a subsidiary of General Reinsurance, since 1997. Rick has extensive, nationwide... Read More →

2015FallAGRIP4Autosaved MM draft pdf

Tuesday October 6, 2015 3:45pm - 5:00pm CDT
Grand Ballroom

Financial Management & Investments

3:45pm CDT

Issues and Considerations for Body Worn Cameras

Recording police activity through body cameras is an increasingly common practice in law enforcement. Proponents say cameras are a useful risk management tool offering protection, accountability, and limiting liability. Others argue that body worn cameras pose a significant threat to personal privacy, with limited public utility and high hidden costs. This session will offer attendees different perspectives and insight into the use of body cameras in law enforcement activities, sensible and workable policy guidance, and related considerations for public officials, risk managers and public safety executives.

Speakers

Ken Wallentine

Vice President and Senior Legal Advisor, Lexipol

Ken Wallentine is Vice President and Senior Legal Advisor for Lexipol. Ken is the former Chief of Law Enforcement for the Utah Attorney General, having served over three decades in public safety before his recent retirement. He continues his public safety service as the Chairman... Read More →

Body Worn Cameras pdf

Tuesday October 6, 2015 3:45pm - 5:00pm CDT
Gold Coast

Safety Loss Control & Risk Management

3:45pm CDT

Experience Rating Revisited

Most pools utilize some sort of experience rating in their underwriting. While experience rating can be a great loss control incentive, it can also create substantial rate instability for the membership resulting in member dissatisfaction. This session will explore the underlying assumptions in the traditional approach and challenge whether they are appropriate for most pools. Specific modifications will be presented with examples of how some pools have used an alternative system to enhance the fairness of its rating process while increasing annual rate stability. Pools were formed to provide budget stability to their members and the rating process should work toward this objective, not against it.

Speakers

Kevin Wick

Consulting Actuary, PwC

Kevin Wick is a Managing Director at PwC. He has been consulting with insurance pools since 1988, and has observed the pooling industry mature during this time. Kevin is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries. He is a frequent... Read More →

PwC Deck Experience Rating Revisited AGRiP October 2015 pdf

Tuesday October 6, 2015 3:45pm - 5:00pm CDT
Walton

Underwriting Coverages & Emerging Risks

7:00am CDT

AGRiP Board & QEI Patron Linkage Breakfast

Wednesday October 7, 2015 7:00am - 8:30am CDT
Walton

Meals

7:00am CDT

Breakfast

Wednesday October 7, 2015 7:00am - 8:30am CDT
Palm Court-Club International

Meals

7:00am CDT

Information Desk

Wednesday October 7, 2015 7:00am - 8:30am CDT
Palm Court Foyer

Registration - Information Desk

8:30am CDT

Drone Utilization and Local Governments: Underwriting and Risk Management Implications

Drones are a hot topic – but what are the real implications of drone use for local governments, schools, and their pools? How should a pool prioritize and respond to the issues arising from member drone use, including liability risks and related matters? This overview conversation will explore drone-related issues most meaningful to public entity pools, including how they’re being used by local government entities and schools, how private use creates public concerns, pertinent federal and state regulations, emerging local regulations, how drones could be useful in pool operations, and the drone risks of greatest consequence. We will consider coverage and underwriting implications, reinsurance impacts, and loss control matters important in pool communication to members. Have a drone-related experience or story to share? Send it ahead of or during the presentation to agergen@agrip.org or tweet @AGergenAGRiP.

Speakers

Ann Gergen

Executive Director, Association of Governmental Risk Pools

Ann Gergen oversees AGRiP operations, governance, and member service delivery. Ann has almost twenty-five years of direct public sector employment and experience in local government management, emergency services, risk management, primary and reinsurance claims, pooled insurance services... Read More →

Claire Reiss

Program Director, NLC-RISC

Claire Reiss is program director for NLC-RISC, an organization of state municipal league affiliated risk pools, where she focuses on researching and developing content for the membership. One of her areas of focus is cyber exposure and coverage. Prior to joining NLC-RISC, Claire was... Read More →

DronesIssueAnalysisJuly2015 pdf

Drone session AGRIP October 2015 updated pdf

Wednesday October 7, 2015 8:30am - 10:00am CDT
Gold Coast

General Session

10:15am CDT

Dispute Resolution and Mediation Skills Training for Law Enforcement

YouTube Video: Barstow CA Incident

The President’s Task Force on 21st Century Policing recommends new approaches for building trust and developing legitimacy between police and the communities they serve. A positive secondary benefit of improved collaboration is the potential for reducing liability risks. Common among incidents of violent police-citizen encounters is that they often start with low level, routine interactions that evolve into conflicts, and sometimes even escalate into police use of force. Most officers receive minimal training to facilitate the resolution of small disputes which are often times left unresolved to fester or escalate. This session will identify the value of closing this training gap and describe methods to provide officers with verbal mediation and interest-based negotiation skills, as well as models and techniques to more effectively engage and interact with members of their community while serving in a law enforcement environment.

Speakers

William Micklus

Associate Director, Upper Midwest Community Policing Institute

William Micklus has more than 30 years of experience as a Police Watch Commander and Investigations Division Supervisor for a suburban metropolitan police department. His special interest in the skills of Use of Force and SWAT operations led to a twenty year assignment as Commander... Read More →

Jeffrey Range

Senior Practitioner, Resologics

Jeffrey Range is a Senior Practitioner with the conflict management consulting firm, Resologics. Jeffrey has worked in multiple sectors in his 10 years as a conflict specialist. In the international sector he has worked with witnesses to the Guatemalan genocide case; on mediation... Read More →

Updated Dispute Resolution pdf

Wednesday October 7, 2015 10:15am - 12:15pm CDT
Gold Coast

General Session