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Welcome to AGRiP’s 2015 Fall Educational Forum!

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Sunday, October 4
 

10:00am

12:00pm

12:00pm

Conference Menu

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

12:00pm

Networking Lounge
The networking lounge is open to all conference attendees during conference hours.

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

12:00pm

Attendee List By Organization

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

12:00pm

Full Conference Program

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

12:00pm

Information on CPE Credit for Finance Professionals
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. 


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

12:00pm

Pool Fraud Audits: Points to Ponder

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

12:00pm

The Drake Floor Plan

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

6:00pm

Welcoming Reception
Sunday October 4, 2015 6:00pm - 8:00pm
Grand Ballroom
 
Monday, October 5
 

7:00am

7:30am

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

7:30am

First Time Attendee Breakfast
Monday October 5, 2015 7:30am - 8:45am
Grand Ballroom

9:00am

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
avatar for Rebecca Sohn

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 →
avatar for Mark Sutton

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
Gold Coast

10:45am

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
avatar for Dubravka Romano

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 →



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

10:45am

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
avatar for Jenny Emery

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 →



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

10:45am

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
avatar for David Duden

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
Walton

10:45am

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
avatar for Rebecca Sohn

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 →
avatar for Mark Sutton

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 10:45am - 12:00pm
Gold Coast

12:00pm

1:30pm

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
avatar for Philip Bell

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 →
avatar for Daniel Smereck

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 →



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

1:30pm

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
avatar for Jenny Emery

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 →



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

1:30pm

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
avatar for Rebecca Sohn

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 →
avatar for Mark Sutton

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 1:30pm - 2:45pm
Gold Coast

1:30pm

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
avatar for Allen Hatten

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 →
avatar for Charles Pruzinsky

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 →



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

3:00pm

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
avatar for Rebecca Sohn

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 →
avatar for Mark Sutton

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 3:00pm - 4:15pm
Gold Coast

3:00pm

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
avatar for Jenny Emery

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 →
avatar for Frank Martinelli

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 →



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

3:00pm

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
avatar for Beth Rosenthal

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 →



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

3:00pm

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
avatar for Liam Biever

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 →
avatar for Scott Moss

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 →



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

5:00pm

 
Tuesday, October 6
 

6:15am

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
Meet in the hotel lobby.

7:00am

8:00am

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
avatar for John Foehl

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
Parkside

8:00am

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

8:00am

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
avatar for Michael Coppa

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 →
avatar for Jennifer Darnall

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 →



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

8:00am

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
avatar for Scott Moss

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 →


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

9:30am

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
avatar for Aaron Koch

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 →



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

9:30am

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
avatar for Bruce Hochstadt, MD

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 →
avatar for Kara Speer

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 →



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

9:30am

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
avatar for Todd Greer

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 →
avatar for David Tweedy

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 →



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

11:00am

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
avatar for Jessica Smythe

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 →



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

11:00am

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
avatar for Dave Kodel

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 →
avatar for Norman Lefmann

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 →
avatar for Jonathan Shull

Jonathan Shull

Chief Executive Officer, California Joint Powers Insurance Authority
AGRiP Board of Directors



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

11:00am

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
avatar for Heather Salko

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 →



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

12:15pm

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
avatar for Dorothy Gjerdrum

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 →



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

2:15pm

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
MM

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 →



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

2:15pm

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
avatar for Aaron Barnes

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 →
avatar for Jonathan Woods

Jonathan Woods

Chief Executive Officer, Oklahoma Municipal Assurance Group
AGRiP Board of Directors



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

2:15pm

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
avatar for John Fumo

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 →
avatar for Greg Womack

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 →



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

3:45pm

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
avatar for Marcos Mendoza

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 →
avatar for Richard Spiers

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 →



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

3:45pm

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
avatar for Ken Wallentine

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 →



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

3:45pm

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
avatar for Kevin Wick

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 →



Tuesday October 6, 2015 3:45pm - 5:00pm
Walton
 
Wednesday, October 7
 

7:00am

AGRiP Board & QEI Patron Linkage Breakfast
Wednesday October 7, 2015 7:00am - 8:30am
Walton

7:00am

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

7:00am

8:30am

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
avatar for Ann Gergen

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 →
avatar for Claire Reiss

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 →



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

10:15am

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
avatar for William Micklus

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 →
avatar for Jeffrey Range

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 →



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