2018 agenda

Tuesday, June 5, 2018

(Boot camp for risk managers only)

11:00 a.m. Registration opens for bootcamp attendees
11:45 a.m. Lunch
12:15-1:30 p.m. Todd Davis, FranklinCovey
1:30-2:00 p.m. Break
2:00-3:15 p.m. Tim Johnson, Slomoff Consulting Group
3:15-3:30 p.m. Break
3:30-4:15 p.m. Presentation by Mark Moitoso, Lockton
4:15-5:25 p.m. Legal update, USLAW
4:30-5:30 p.m. General registration opens with networking
6:00 p.m. Opening reception at Four Seasons
7:00 p.m. Opening dinner at Four Seasons

Wednesday, June 6, 2018

(Open to all Symposium attendees)

7:00 a.m. General registration
7:15-7:55 a.m. Buffet breakfast
8:00-8:15 a.m. Welcoming remarks
8:15-8:45 a.m. Innovation in wearables, Saikat Dey, Guardhat
8:45-9:15 a.m. Blockchain overview, Christopher Grant McDaniel, The Institutes’ RiskBlock Alliance
9:15-9:30 a.m. Networking break
9:30-11:00 a.m. Micro topics

  • Closing the protection gap: catastrophe trends and parametric solutions, Robley Moor, Swiss Re Corporate Solutions
  • Integrated absence management — making the case to manage absence differently, Sonja Tegue, ESIS
  • Using an allocation to incentivize risk management behavior, Richard Frese, Milliman, Inc.
  • Medical marijuana – impact on the workplace, Troy Smith, Arch Insurance Group
  • Telemedicine, Linda Scroggins,  Travelers
  • Governmental affairs and risk management: a mid-year report, Greg McKenna, Gallagher Bassett
  • Class action settlement insurance: bringing certainty to an uncertain world, Kevin Skrzysowski, Risk Settlements
  • Transactional risk solutions and the underwriting process, Steven F. Goldman, Chubb
  • Mobile apps — client and employee solutions in the palm of your hand, JJ Schmidt, CareWorks/York RSG
9:30-11:00 a.m. Mining industry breakout
11:00-11:30 a.m. Networking break
11:30 a.m.-12:15 p.m. Executive address by Mike McGavick, XL Group LTD
12:15-12:30 p.m. Networking break
12:30-1:45 p.m. Lunch with speaker Liz Walker, Groupon
1:45-2:00 p.m. Networking break
2:00-3:30 p.m. Micro topics 

  • Business interruption matters, Jeff Esper, RWH Myers & Company
  • Insurable property values, Ellen Marie Michael, TÜV SÜD GRC
  • Alternative risk transfer, Aiden Joo, XL Catlin
  • Traversing the landscape of Side A DIC, Matt de Nazarie, Lockton Companies
  • Ocean cargo best practices, Curt Browder, The Hartford Financial Services Group, Inc.
  • Engaging political risk, Mike Moran, Zurich North America
  • Current state of commercial auto insurance, Harry Storck, AIG
  • Reputational harm, Nir Kossovsky, Steel City Re
  • Cyber, Darin Bielby, Navigant
3:30-3:45 p.m. Networking break
3:45-4:45 p.m. Keynote address, Andy Fastow
4:45-5:00 p.m. Closing remarks
5:00-6:15 p.m. Closing reception at Four Seasons
6:45 p.m. Bus pick-up for offsite event
7:00-11:00 p.m. After-party with live music at Bissinger’s*
* Bus pick-up from Bissinger’s will begin at 9:00 p.m. and will run until 11:00 p.m.

Session descriptions

Tuesday, June 5, 2018

Get better

During a risk managers’ boot camp session on June 5, Todd Davis of FranklinCovey will discuss 15 Proven Practices to Building Effective Relationships at Work. Through authentic stories, powerful videos, and applicable job tools, Todd explores common relationship pitfalls that affect careers and results. During Todd’s presentation you will:

  • Receive an overview of the 15 Get Better Practices and go in-depth on a select few.
  • Learn specific actions that leaders and individual contributors can implement immediately.
  • Discover how to assess challenging relationships and transition them to rewarding relationships.

Listeners don’t remember

How to create strong business content which focuses on three key things: developing strong outcomes, who’s listening, what’s the most compelling way to get my ideas into their minds.

Legal update from USLAW

Emerging cyber liability exposures
When tragedy strikes – the keys to crisis management
Sometimes you are the hammer and sometimes the nail — contract risk transfer
Excess coverage: maximizing your protection
Minimizing risk in the #metoo and #timesup age
Big verdicts: trend or anomaly

Wednesday, June 6, 2018

No excuses

Technology has been proliferating at a massive scale and rapid pace in the consumer and enterprise markets. However, in the industrial world, operations managers and safety engineers still don’t seem to have the technological tools to address some of the most basic questions to help keep their workers safe.
Saikat Dey, the CEO of Guardhat, will present how technology can be used to address some of the questions above and why its revolutionary and disruptive for this space.


Blockchain is poised to revolutionize the way the risk and insurance industry does business; bringing tremendous efficiency gains as well as new opportunities.  Join us for this enlightening session which explains Blockchain in simple no-nonsense terms and then ties it back to real world risk management examples. You will leave this session understanding what Blockchain is and the benefits it can bring to your organization.

Optional mining industry breakout

This year’s session features updates and open dialogue with leading mining underwriters from property, casualty and surety markets. Additionally, Maria Alicia Silva from Teck Resources Limited will provide an update on MIRA (Mining İnsurance & Risk Association).

Internally marketing your way to success: the risk professional as consultant

Risk management is not only a tool used to avoid potential harm, but also a means to identify and maximize opportunity. Integrating risk management into corporate strategy arms companies with the foresight necessary to address risk before it becomes harm, and to capture opportunity before it is missed.

Measuring success — effectively telling the story on the cost of insurance

During this session, Mark will highlight a variety of opportunities and pitfalls in measuring insurance costs, including insurance accounting principles. He will also walk through continued advancements in benchmarking to challenge the question: “how do we compare competitively?”

Keynote speaker—Andy Fastow

Despite today’s more regulated and enlightened business environment, we continue to witness “Enron-esque” failures of corporate governance and compliance. Enron’s former CFO will make observations about how the ambiguity and complexity of laws and regulations breeds opportunity for problematic decisions and will discuss what questions corporate directors, management, attorneys, fraud examiners and auditors should ask, in order to ensure that their companies not only follow the rules, but uphold the principles behind them.

Cargo loss prevention

Boots on the ground claims prevention for risk managers.  Real life examples of how to prevent cargo losses.

Business interruption matters

This session will address how risk managers can take control of their business interruption values reporting, both the process and the results. Accurate values are essential to having an effective policy in place which responds properly when a loss happens. Accurate business interruption values assessment and reporting is important for all companies with business interruption risks, but it is essential for companies with global supply chains.

Class action settlement insurance: bringing certainty to an uncertain world

Class action litigation exposes companies to tremendous risks and daunting uncertainty. Across industries, 60% of companies spend more than $2 billion defending class action lawsuits each year. Structuring resolution in these matters is a complex process impacted by numerous factors. Risk Settlements works with businesses and their outside counsel that are in class action litigation and considering settlement but are concerned about the financial and operational risks of resolution. This session will explore market leading settlement design and risk transfer solutions that provide companies with an alternative way to mitigate costs and avoid balance sheet impairment, while exiting the litigation for a known, fixed cost.

Closing the protection gap: catastrophe trends and parametric solutions

The devastation caused by back-to-back hurricanes — Harvey, Irma and Maria— in 2017, a continuing wildfire crisis in the West, and major global earthquakes are having an impact on the insurance industry.

Individuals, corporations and governments — both on national and sub-national level — bear the brunt of economic losses from natural disasters. As hurricanes, earthquakes, and wildfires appear to grow more frequent, more intense, and more widespread, a clear need has developed for insurance industry to step up with solutions which can provide rapid claims payments and address business needs such as business interruption. One such solution can be parametric insurance. This session will focus on how parametric solutions might address the protection gap caused by natural disasters.

Current state of commercial auto insurance

This session will cover topics including marketplace, recent trends in losses, rate need, and where does technology help or hurt. We will cover steps to educate the marketplace and provide value to all stakeholders (i.e. clients, distribution partners, shareholders).


In this session we will discuss the shift to money theft along with business interruption and the anatomy of preventative services.

Engaging political risk – you’re either at the table or on the menu

This session will focus on high-level reasons of why companies need to be involved in the political risk process and the potential consequences if you aren’t. We will discuss questions for engaging the process, stakeholder management, thought leadership through information sharing, communications and advocacy, and telling your story.

Governmental affairs and risk management

This session examines several of the key legislative and regulatory themes affecting risk managers and claims operations during the first half of 2018. We will look ahead to the close of the legislative session and the 2018 midterm elections and focus on actionable items in pharmacy controls, workplace safety, and workers’ compensation. The session highlights content from a governmental briefing covering the risk and insurance industry.

Insurable property values

Are you aware of your property’s value, and if it is fully insured? During this session we will discuss the importance of developing and crucial updating of insurable property values. Decision makers can learn more about various valuation concepts, their associated financial transactions as well as several common, yet overlooked mistakes that can ruin insurable value.

Integrated absence management — making the case to manage absence differently

Over the years, we have continued to see the landscape evolve and become much more complex to manage absence stemming from disability. On an annual basis, the average organization attributes 20-25% of payroll cost to unscheduled employee absence. ADA was expanded to include ADAAA which expanded the definition of major life activities and clarified leave as an accommodation, which ultimately increased the amount of leave an employee is entitled to, making ADA and Workers Compensation more intertwined than ever-before. These changes are requiring organizations to look at some form of integration as their next level of risk management.

This session will walk you through the important facets of an integrated solution and how when done properly, drives down the overall cost to the organization. The following key areas will be addressed:

  • True cost of absence
  • Complex regulations
  • Technology requirements

Medical marijuana – impact on the workplace

The opioid epidemic, legalization of marijuana, unemployment…they are all connected and could impact your company. Are you prepared?

Ocean cargo best practices

This is a presentation developed for risk managers with a focus on the different legs of an ocean cargo transit and the questions each risk manager should be able to answer to ensure safe delivery of their cargo.

Reputational harm

Reputation is measurable, manageable, and insurable. In this 10-minute micro session, participants will explore reputation, reputation risk, and reputation crises from an enterprise risk perspective. Four topics will be explored: how reputation value derives from expectations; how the triangle of risk depends on expectations, experience, and media amplification; how risk mitigation is simultaneously both a battle for the minds of different stakeholders and expected levels of control over operations; and why reputation crisis management evinces risk management failure.


Telemedicine is providing medical care through technology. Technology has changed the way people shop for goods and services and has increased expectations for personalization and convenience. It might be time to think about visiting a doctor in a different way. Telemedicine can provide the means for physicians to reach beyond their office to care for patients.

Transactional risk solutions and the underwriting process

This interactive session will educate you on the latest coverage developments and underwriting considerations for transactional risk products. These products have evolved and become an indispensable part of the M&A landscape because they facilitate the efficient use of capital and they enable smoother negotiations of certain M&A deals terms.  The session will review how these products allow parties to efficiently allocate risks inherent in transactions, increase deal value and maximize returns, strategically enhance a buyer’s bid in competitive auctions and bridge gaps in deals with obstacles to closing and seek to further de-mystify the underwriting process and use case studies and examples to demonstrate the unique utility of these insurance products.

Traversing the landscape of Side A DIC

Directors and officers side A difference in conditions coverage continues to evolve. As leaders in your organizations, you have an obligation to both manage the risks of individuals and the corporations you are appointed to serve. This discussion directs attention to traversing the landscape of latest coverage issues, claims scenarios, and why difference in conditions matters.

Using an allocation to incentivize risk management behavior

A well-designed allocation can promote a culture of safety and control losses. Members must first “buy in” to the structure set by management to ensure success. To maintain a fair and equitable allocation among members, risk management may consider the following questions: How often should an allocation be reviewed? Who is best to perform the allocation? What are common goals and associated trade-offs? What are critical design elements and how to tailor program specifics?  How can an allocation be used for to motivate behaviors?