2013 AGRiP Governance and Leadership Conference: Full Schedule

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12:00pm

Registration

Sunday October 6, 2013 12:00pm - 6:00pm
West Foyer

12:00pm

Information on CPE Credit for Finance Professionals

AGRiP is proud to offer CPEs for finance professionals through Eide Bailly http://www.eidebailly.com/. Simply see the registration desk at the conference for more details and the appropriate forms.

Program information, session evaluation forms, and attendance verification forms are also available here:

Program Information

Evaluation Forms

Attendance Verification Forms

Sunday October 6, 2013 12:00pm - Wednesday October 9, 2013 11:30am
TBA

CPE Credit Documents

1:30pm

1st Riverwalk Private Charter Cruise

Join us Sunday for a Riverwalk cruise that will take you on a one-hour narrated historical tour of the “Downtown Reach” section of the San Antonio Riverwalk. This exciting trip down San Antonio’s biggest tourist attraction includes the section of river with The Alamo. There will be two departure times from the Hyatt Regency’s Riverwalk landing; the first at 1:30 pm, and the second at 2:30pm. Pre-registered attendees only.

Sunday October 6, 2013 1:30pm - 2:30pm
Hyatt Regency Riverwalk Landing

Offsite Event

2:30pm

2nd Riverwalk Private Charter Cruise

Sunday October 6, 2013 2:30pm - 3:30pm
Hyatt Regency Riverwalk Landing

Offsite Event

6:00pm

Opening Reception

Sunday October 6, 2013 6:00pm - 8:00pm
Rio Grande

Reception

7:00am

Registration

Monday October 7, 2013 7:00am - 5:00pm
West Foyer

Registration

7:30am

Breakfast

Monday October 7, 2013 7:30am - 9:00am
Regency West

Meals

7:30am

First Time Attendee Breakfast with AGRiP Board

Monday October 7, 2013 7:30am - 9:00am
Chula Vista

Meals

9:00am

'No Barriers: Only Solutions'

South African-born, Neal Petersen is a world class professional solo racing yachtsman, global investor, award-winning author of Journey of a Hope Merchant and the subject of a PBS documentary. Petersen has completed two amazing journeys in his life: a singlehanded yacht race around the world, and an evenmore arduous and eventful trip of overcoming racial prejudice during the Apartheid era in South Africa, poverty, and a childhood physical disability, just to make it to the start line! While sharing his riveting life story, and philosophy, Neal’s personal messages and unique delivery will open the mind, with new hope and a determination to break down the barriers, real or perceived, that now exist and to take adversity head-on and demonstrate that with determination and hard work you can achieve your goals.

Moderators

Robyn Sykes

Executive Director, Minnesota Counties Intergovernmental Trust

Speakers

Neal Petersen, Keynote

South African- born, Neal Petersen is a world class professional solo racing yachtsman, global investor, award-winning author of Journey of a Hope Merchant and the subject of a PBS documentary. Petersen has completed two amazing journeys in his life: a single-handed yacht race around the world, 27,000 miles, 9 months at sea, alone, and in the smallest yacht he designed and built himself. And an even more arduous and eventful trip of... Read More →

Monday October 7, 2013 9:00am - 10:30am
Regency West

General Session

10:30am

Coffee Break

Monday October 7, 2013 10:30am - 10:45am
West Foyer

Coffee Break

10:45am

Cyber Risk in Pools

http://computercrimeinfo.com Main Website

http://mtu.inteltechniques.com Private Links for Online Research

http://computercrimeinfo.com/software.apps.html Free Apps for Computer Maintenance

Back from Daytona by popular demand! Michael Bazzell has customized a workshop based on time spent with the IT staff and infrastructure of an AGRiP member pool. This in-depth, pool-specific workshop on understanding the cyber threats to pooling operations, and ways to mitigate the risk, will be a unique experience for participants.

Moderators

Michael McGuire

Director of Technical Operations, Public Employers Risk Management Association

Speakers

Michael Bazzell

Computer Crime Detective, FBI Cyber Crimes Task Force

Michael Bazzell has been a Computer Crime Detective for the past 16 years. He has handled numerous cases involving various types of Computer Crime and Computer Forensic Analysis, including several State and Federal cases throughout the Metro-East St. Louis area. In 2005, Michael was assigned full time to the FBI’s Cyber Crime Task Force, where he continues to investigate Federal cases prosecuted by the United State’s... Read More →

Monday October 7, 2013 10:45am - 4:30pm
Rio West

Specialty Learning Track

10:45am

Pool Board Members as Ambassadors

MINPONT Hypothetical Scenario
MINPONT Messaging
Basic Messaging Handout - EMA

By pre-registration only. This session is designed for experienced board members and provides in-depth training on developing and delivering messages in your capacity as representatives of your pool, even in challenging or controversial situations.

Moderators

Michael Fleming

Chief Executive Officer, CSAC Excess Insurance Authority

Speakers

Sean Casey

Partner and General Manager, Eric Mower + Associates

Sean Casey has practiced public relations and public affairs for 25 years, providing strategic counsel and tactical support to major corporations, law firms, not-for-profits, government officials, and political leaders. He designs and implements grassroots public affairs programs, handles sensitive projects related to client litigation, and often teams with law and lobbying firms to provide crucial communications counsel. His areas of specialty... Read More →

Matt Maguire

Senior Counselor, Public Relations and Public Affairs, Eric Mower + Associates

Matt Maguire has more than 30 years' experience as a communications strategist for business and industry, utilities, economic development groups, associations, schools and higher education, and the not-for-profit sector. He has practiced extensively as a strategic communications counselor, PR and development professional, writer, editor, communications trainer and coach, and writing coach/workshop leader. He also serves as an agency-wide... Read More →

Monday October 7, 2013 10:45am - 4:30pm
Pecan

Specialty Learning Track

10:45am

Pooling Basics

Presentation Materials

For the last time in this format, AGRiP presents the ever popular introduction to the intricate details of pooling—from basic definitions to financial statements to governance models and everything in between—in a track especially designed for newer board members, pool staff, and service providers. (Look for Pooling Basics 2.0 online and in person at the Spring Conference in 2014!)

Moderators

Michelle Carter

Manager of Member Services and Education, Association of Governmental Risk Pools

mcarter@agrip.org

Speakers

Shawn Bubb

Director of Insurance Services, Montana School Boards Association

Shawn Bubb, CPA, CIC, CSRM Shawn has been in the insurance industry since 1994 and prior to that he worked in the financial services industry for 3 years. He has a strong accounting background holding key positions such as internal auditor, corporate controller, and insurance operations team leader for the Montana State WC Fund. Shawn is a graduate of Carroll College and holds undergraduate degrees in Accounting and Business... Read More →

Barbara Rhoades

Chief Executive Officer, Ohio Transit Risk Pool

Barbara Rhoades is the Chief Executive Officer for the Ohio Transit Risk Pool (OTRP) and is the President and General Manager of Transit Reinsurance Limited (Transit RE) a captive reinsurance corporation which offers liability coverage for public transit. Barbara has twenty five years of insurance experience including sixteen in Public Entity Pools in Ohio and Michigan, four in New York City and five in Hartford, CT. Barbara earned... Read More →

Monday October 7, 2013 10:45am - 4:30pm
Live Oak

Specialty Learning Track

12:00pm

Lunch

Monday October 7, 2013 12:00pm - 1:30pm
Regency West

Meals

2:45pm

Coffee Break

Monday October 7, 2013 2:45pm - 3:00pm
West Foyer

Coffee Break

4:30pm

QEI Patron Appreciation Reception for All Attendees

Monday October 7, 2013 4:30pm - 5:30pm
Garden Terrace

Reception

7:00am

Registration

Tuesday October 8, 2013 7:00am - 5:00pm
West Foyer

Registration

7:30am

AGRiP Board Linkage with QEI Patrons (By invitation only)

Tuesday October 8, 2013 7:30am - 9:00am
Nueces

Board-QEI Linkage Session

7:30am

Facilitated Breakfast Roundtables: Hot Topics by Line of Coverage

• Workers’ Compensation, Moderated by Bill Tackett, Director of Special Projects, Oklahoma Municipal Assurance Group
• Health Benefits, Moderated by Lynn McNamara, Executive Director, CIS
• Liability, Moderated by Shannon Shanholtzer, Montana Association of Counties
• Property, Moderated by Jerry Spears, Deputy Director, Washington State Transit Insurance Pool

Tuesday October 8, 2013 7:30am - 9:00am
Regency West

Breakfast-Roundtable Discussion

9:00am

'Insurance in an Era of Climate Change'

Presentation Materials

Catastrophic weather events are on the rise and the insurance industry is uniquely positioned, both because of their data and their purpose, to understand the science and develop strategies for risk management. Join renowned professor and scientist Dr. Peter Höppe as he discusses his research regarding the trends of natural catastrophes and their impact not just on people, but on our industry as well.

Moderators

David Eiser

Senior Vice President, Munich Re

Speakers

Dr. Peter Höppe, Keynote

Head, Geo Risks Research/Corporate Climate Center, Munich Re, Germany

Prof. Hoeppe joined Munich Re in 2004. He was appointed Head of the Geo Risks Research Department in January 2005. Currently, he is heading the Munich Re division "Geo Risks Research/Corporate Climate Centre" where his research is focusing on trends of natural catastrophes and their drivers and on climate change effects on the insurance industry in general. Before joining Munich Re, Prof. Hoeppe worked in different... Read More →

Tuesday October 8, 2013 9:00am - 10:30am
Regency West

General Session

10:30am

Coffee Break

Tuesday October 8, 2013 10:30am - 10:45am
West Foyer

Coffee Break

10:45am

Lessons Learned from Sandy: Catastrophic Loss for Real

Marty Kalbach Presentation Materials

Tom Austin Presentation Materials

Learn some valuable lessons from your colleagues who were on the front lines during Sandy. From experiences with reinsurers, to power outage impacts on claim reporting, and everything else in between, this session will look at the things you might not think about in the face of the catastrophes your pool will undoubtedly face.

Moderators

Jenny Emery

Strategic Advisor, Association of Governmental Risk Pools

Speakers

Tom Austin

Assistant Executive Director, New York Schools Insurance Reciprocal

Tom Austin is currently serving as assistant executive director of the New York Schools Insurance Reciprocal (NYSIR), Uniondale, NY. Prior to working for NYSIR, Tom served on the NYSIR Board of Governors for ten years. His career in New York State educational administration lasted 31 years, including four years as school superintendent and 27 years as a school business official. Tom has presented at numerous state and local conferences for school... Read More →

Marty Kalbach

Director, New Jersey School Boards Association Insurance Group

Marty is currently the Director of the New Jersey School Boards Association Insurance Group (the Group). The Group provides all Property & Casualty coverage for over 400 school districts in New Jersey. The Group is the largest Joint Insurance Fund for school districts in the state. He has a B.S. degree in Industrial Management from Fairleigh Dickinson University. Previously, Marty managed the Group’s safety and loss... Read More →

Tuesday October 8, 2013 10:45am - 12:15pm
Regency West

General Session

10:45am

Lessons Learned from Sandy: Insurance Industry Impacts

Presentation Materials

Learn about Sandy’s overall impacts on the insurance industry by viewing compelling visuals from post-event surveys and GIS maps of Sandy’s impact, accompanied by expert explanations of what those visuals mean.

Moderators

Jenny Emery

Strategic Advisor, Association of Governmental Risk Pools

Speakers

Anthony Canale

Vice President, Verisk Crime Analytics

As Vice President , Anthony Canale has overall responsibility for Verisk Crime Analytics and the CargoNet business unit. Areas of responsibility include; accounts, marketing, personnel, operations and sales. Anthony has over 30 years of experience in law enforcement. Prior to joining CargoNet, Anthony served in law enforcement as Chief. During his 21 year tenure at MTPD, Anthony also worked closely with the U.S. Federal Bureau of Investigation... Read More →

Andrew Kao

Manager, Catastrophe Risk Engineering Business Development, AIR Worldwide

Andy Kao is the business development manager for AIR’s Catastrophe Risk Engineering (CRE) group. In this role, he helps organizations around the world design and implement tailored catastrophe risk solutions to help them quantify, manage, and mitigate their risk. In addition to CRE, Andy has also helped develop and market real-time climate risk analytics, property valuation, and supply chain solutions. Prior to joining AIR, Mr. Kao... Read More →

Tuesday October 8, 2013 10:45am - 12:15pm
Regency West

General Session

12:15pm

Lunch and Advisory Standards Recognition Awards

Tuesday October 8, 2013 12:15pm - 1:30pm
Regency West

Meals

1:30pm

Changing Dynamics of Health Care in the Public Sector: 'Transition Relief' and Compliance Issues for Pools and Members

Presentation Materials

ACA Handouts

With the employer mandate penalties postponed until 2015, there is still much to be done by health pools and their members. Get updated on the ACA compliance requirements for 2014 and what pools and their members should do now to prepare for 2015.

Moderators

Lisa Duquette

Executive Director, New Hampshire School Health Care Coalition

Speakers

Kate Ball

Area Assistant Vice President, Compliance Counsel, Gallagher Benefit Services, Inc.

Geoffrey Beauchamp, Esq.

General Counsel, Delaware Valley Health Insurance Trust

Mr. Beauchamp is General Counsel for the Delaware Valley Health Insurance Trust, the oldest and largest public entity health benefits pool in Pennsylvania. Started in 1999, the Trust now has 94 municipal members and administers health plans for 17,250 covered lives, with over 250 different health plans. Mr. Beauchamp is also Chair of the AGRiP Health Pool Resource Group which is charged with assessing the impact of the new health care... Read More →

Tuesday October 8, 2013 1:30pm - 5:00pm
Pecan

Specialty Learning Track - Changing Dynamics of Health Care in the Public Sector

1:30pm

Changing Dynamics of Health Care in the Public Sector: The Exchanges and Changing Market Dynamics - What Pools Need to Know

Bob Cosway Presentation Materials

Gallagher Presentation Materials

Individuals and small groups have more options in the new Exchange environment. Learn how the Exchanges really work, how to analyze them, and how to help your pool members analyze them. Discuss available data, how to find it, and how a pool might use it to assess their health plan offerings.

Moderators

Lisa Duquette

Executive Director, New Hampshire School Health Care Coalition

Speakers

Kate Ball

Area Assistant Vice President, Compliance Counsel, Gallagher Benefit Services, Inc.

Bob Cosway

Principal and Consulting Actuary, Milliman

Bob is a principal in the San Diego office of Milliman. He joined the firm in 1980. Bob specializes in a variety of healthcare areas, including medical, dental, and disability. He works with managed healthcare organizations, healthcare providers, PSOs (provider sponsored organizations), carriers, Blue Cross Blue Shield plans, reinsurance companies, multiple employer trusts (METs), and governments. In addition to his significant experience with... Read More →

Tuesday October 8, 2013 1:30pm - 5:00pm
Pecan

Specialty Learning Track - Changing Dynamics of Health Care in the Public Sector

1:30pm

Changing Dynamics of Health Care in the Public Sector: Wake-Up Call for Public Sector: The Cadillac Tax and Other Issues that Demand Change - What All Public Entitites Need to Know

Presentation Materials

Has the relationship between you and your members changed as a result of the implementation of the Affordable Care Act? Come hear how the conversation has changed between PDRMA and its members, and explore the things that you and your members should be thinking about for the future.

Moderators

Lisa Duquette

Executive Director, New Hampshire School Health Care Coalition

Speakers

Laura Ganschow

Health Program Manager, Park District Risk Management Association

Laura joined PDRMA in September 2006 as Health Program Manager and is responsible for all aspects of the PDRMA Health Program including benefits, administration and wellness. Laura received a Bachelor of Science in risk management and financial services from Illinois Wesleyan University. Laura also holds designations of Associate in Risk Management (ARM) and Managed Healthcare Professional (MHP). Laura served both public and private... Read More →

Tuesday October 8, 2013 1:30pm - 5:00pm
Pecan

Specialty Learning Track - Changing Dynamics of Health Care in the Public Sector

1:30pm

Enterprise Risk Management for Pools - For Real: ERM in Action - CEO Success for Real

Presentation Materials

Selecting a new CEO is the most important job of a pool board. Join several of your colleagues as they discuss how their succession plans were developed and are impacting operations now and over the next couple years.

Speakers

Brett Davis

Chief Executive Officer, Park District Risk Management Agency

John Foehl

President & CEO, Government Entities Mutual, Inc.

Dorothy Gjerdrum

Executive Director, Arthur J. Gallagher Risk Management Services

As Executive 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. In addition to leading the broker group, Dorothy provides consulting and risk management services to select Gallagher public sector and higher education... Read More →

Chuck Smith

Chief Executive Officer, Oklahoma Municipal Assurance Group

Tuesday October 8, 2013 1:30pm - 5:00pm
Rio West

Specialty Learning Track - Enterprise Risk Management for Pools - For Real

1:30pm

Enterprise Risk Management for Pools - For Real: ERM IN the Pool and FOR the Pool's Members

Presentation Materials

“Enterprise Risk Management” sounds like a buzzword for what pools already do, but in fact there are important techniques, which, when embraced, can fundamentally enhance a pool’s opportunities for success. In this session hear how several pools have embraced ERM for their own operations and begun to roll out the techniques to their members.

Speakers

Steven Fast

Executive Director, Colorado School Districts Self Insurance Pool

Prior to joining the Pool Steve served as the Regional Property Claim Supervisor for a Fortune 500 Insurance Carrier. Steve has been an employee of the Colorado School Districts Self Insurance Pool Since 1997. He Joined the Pool as the Manager of Claim Services and oversaw the transition of the claim department from a third party administrator to CSDSIP staff. In 2002 Steve was appointed the Assistant Director and assumed the... Read More →

Dorothy Gjerdrum

Executive Director, Arthur J. Gallagher Risk Management Services

Tuesday October 8, 2013 1:30pm - 5:00pm
Rio West

Specialty Learning Track - Enterprise Risk Management for Pools - For Real

1:30pm

New Strategies for Claim and Litigation Management: A 'Deep Dive' Strategy for Claims Data

Presentation Materials

Government risk pools face significant challenges in containing their claim costs. By embracing the creative aspects of technology, we can enable new management strategies to transform outcomes. In this session, we outline a “deep dive” data strategy that can positively impact claims frequency, program costs, and operational efficiency.

Moderators

Michael Ellis

Director of Claims, Michigan Municipal Risk Management Authority

Speakers

Rick Krepelka

Director of Finance and Technology, Golden State Risk Management Authority

Rick Krepelka is the Director of Finance and Technology at Golden State Risk Management Authority. He is responsible for managing both the fiscal and technological aspects of this 200+ member public entity risk sharing pool. His background includes a broad range of programming, system implementation and technology consulting experience. Rick is the past chair and a current member of the Technology Committee of the California Association of... Read More →

Brian Mack

Vice President, Sales & Marketing, Systema Software

Brian is committed to establishing Systema Software and SIMS Claims as brands synonymous with quality, value, and customer satisfaction. He has over 20 years of sales and marketing experience in insurance software. Prior to Systema Software, Brian was vice president of sales and marketing at Valley Oak Systems, which was acquired by Aon eSolutions. During his tenure at Valley Oak Systems, Brian grew sales more than 21 fold over seven years, and... Read More →

Tuesday October 8, 2013 1:30pm - 5:00pm
Live Oak

Specialty Learning Track - New Strategies for Claim and Litigation Management

1:30pm

New Strategies for Claim and Litigation Management: Managing Litigation Cost in an 'e-discovery' World

Presentation Materials

Pooling Provisions Toolkit

Claim legal costs are increasing as a result of increased cost of discovery related to electronic communications. Learn how one pool has worked with its members to develop a toolkit with decision flow charts and specimen form letters to control the discovery process and reduce litigation costs.

Moderators

Michael Ellis

Director of Claims, Michigan Municipal Risk Management Authority

Speakers

Peter Gronvall

Managing Director, Huron Legal

Peter is a nationally recognized expert in information risk management and electronic discovery. He focuses on providing strategic solutions to law firms, corporations, and the investor community on information risk management and electronic discovery issues. Peter leverages leading technology and software platforms for information management and e-discovery engagements, with particular focus on delivering cost-effective and defensive solutions... Read More →

Ann Wiswell

Risk Management Specialist, Nevada Public Agency Insurance Pool

Ann Wiswell is a Risk Management Specialist at the Nevada Public Agency Insurance Pool and is based in the risk pool’s Carson City, NV office. She is an experienced risk manager and former insurance professional with substantial experience both in government and private sector practice. Ann works with municipalities in all aspects of legal liability risk management, specializing in school board legal, law enforcement and public... Read More →

Tuesday October 8, 2013 1:30pm - 5:00pm
Live Oak

Specialty Learning Track - New Strategies for Claim and Litigation Management

1:30pm

New Strategies for Claim and Litigation Management: Moving Beyond Your Reach: How Strategic Alliances Can Drive Imported Outcomes

Presentation Materials

Learn how some pools in Texas have collaborated to form a separate organization to build and manage a worker’s compensation medical network, which no one pool could have done alone. Brainstorm with colleagues about other ways pools can collaborate to improve claim outcomes.

Moderators

Michael Ellis

Director of Claims, Michigan Municipal Risk Management Authority

Speakers

Jennifer Hall

Executive Director, Political Subdivision Workers’ Compensation Alliance

Jennifer Hoff Hall, MHP, ARM As the Executive Director for the Political Subdivision Workers’ Compensation Alliance (the Alliance), Ms. Hall is responsible for the overall operations of one of the top rated workers’ compensation provider panels in Texas. The Alliance is a cooperative effort among 5 public entity risk pools that collectively provide workers’ compensation coverage to more than 500,000 public employees in... Read More →

Tuesday October 8, 2013 1:30pm - 5:00pm
Live Oak

Specialty Learning Track - New Strategies for Claim and Litigation Management

3:00pm

Coffee Break

Tuesday October 8, 2013 3:00pm - 3:15pm
West Foyer

Coffee Break

8:30pm

After Dinner Dessert and Entertainment with Howl at the Moon

Enjoy Howl at the Moon’s world famous dueling pianos Tuesday night! Howl 2-Go’s dueling pianos provide energetic and unique entertainment, combining the customization and variety of a DJ with the excitement and fun of a live band. Don’t miss this fun and exciting networking opportunity! Cash Bar.

Tuesday October 8, 2013 8:30pm - 10:30pm
Regency West

Reception

7:00am

Registration

Wednesday October 9, 2013 7:00am - 12:00pm
West Foyer

Registration

7:30am

Education Advisory Council Meeting (By invitation only)

Wednesday October 9, 2013 7:30am - 9:00am
Frio

Education Advisory Council Meeting

7:30am

Breakfast

Wednesday October 9, 2013 7:30am - 9:00am
Regency West

Meals

7:30am

Membership Practices Committee Meeting (By invitation only)

Wednesday October 9, 2013 7:30am - 9:00am
Nueces

Membership Practices Committee Meeting

9:00am

Helping Your Members Through Crisis Situations

Presentation Materials - Cheryl Mangels

Presentation Materials - Jeff Van Dyk

Hear from two AGRiP member pools on the challenges presented by tragic losses and how pools are uniquely qualified to deal with these challenges. Participants will take away tools for effectively preparing for and managing a crisis, from the development of crisis management plans to surviving the ongoing recovery process.

Moderators

Steve James

Pool Administrator, MABE Group Insurance Pool

Speakers

Jeff Van Dyk

Deputy Executive Director, Public Employers Risk Management Association

Jeff has 22 years of workers’ compensation experience, the last 12 of which have been in a management capacity. He started at PERMA in 2008 as Assistant Vice President of Claims. He became Vice President of Claims in 2011 and Deputy Executive Director in August 2013. Jeff holds a B.S. in Business Economics from the State University College of New York at Oneonta. Mr. Van Dyk holds the Associate in Claims... Read More →

Cheryle Mangels

Retired Executive Director, Colorado School Districts Self Insurance Pool

Cheryle Mangels is the retired Executive Director of the Colorado School Districts Self Insurance Pool (CSDSIP) in Denver, Colorado (1992-2011). In this capacity she served as the pool administrator and chief executive officer for a multi-line risk sharing pool providing property/casualty coverages and risk management services to 178 school districts and school related entities. The pool annual contribution volume was approximately... Read More →

Wednesday October 9, 2013 9:00am - 10:30am
Regency West

General Session