Loading…

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

Sunday, March 4
 

12:00pm

Registration
Registration will be open from noon to 5 p.m.

Sunday March 4, 2018 12:00pm - 5:00pm
Sapphire West Foyer

12:45pm

Old Town Trolley Tour: Hop-On, Hop-Off
PRE-REGISTRATION WAS REQUIRED AT TIME OF CONFERENCE REGISTRATION.
For registrants: Please meet at 12:45 p.m.., curbside, one level below the Hotel Lobby for this tour which runs from 1-5 p.m. The trolleys are orange and green.

This optional tour of San Diego by trolley includes a 2-hour narrated tour of this historic city's highlights and also includes two, 1-hour "hop offs" to explore Old Town and Coronado, including the Hotel del Coronado where Marilyn Monroe and Tony Curtis filmed "Some Like it Hot." Price for this optional tour is $35 per person.

Sunday March 4, 2018 12:45pm - 5:00pm
Hilton San Diego Bayfront: Curbside

1:00pm

Pooling Basics
Attendees new to public entity pooling are encouraged to participate in the Pooling Basics track to learn how our dynamic industry varies from the private insurance industry and how pools were formed to meet the needs of members. In addition to understanding the basics about pooling, this 6-hour track -- part pre-conference and part regular concurrent conference sessions -- will help participants learn the top three things every board member should know, helping board members fulfill investment responsibilities, understanding the difference between individual and board responsibilities, cultivating a future-forward board, and collaborating for effective change.

Speakers
avatar for Sheryl Brandt

Sheryl Brandt

Chief Risk Officer, Enduris
Sheryl Brandt has the privilege of partnering with over 500 special purpose districts in the State of Washington in applying risk management to their daily operations. For the past several years she has worked with Port Districts, Fire Districts, Health Districts, Convention Centers... Read More →
avatar for Ann Gergen

Ann Gergen

Association of Governmental Risk Pools
AGRiP Staff
avatar for Scott Moss

Scott Moss

CIS
R. Scott Moss, MPA, CPCU, ARM-E, ALCMScott 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... Read More →
avatar for Suzie Paulson

Suzie Paulson

Oklahoma Municipal Assurance Group
Suzie is General Counsel and the Human Resources Director for the Oklahoma Municipal Assurance Group (OMAG).  She joined OMAG in June 2013 after spending 12 years as an Assistant City Attorney in the City of Oklahoma City.
avatar for Janet Selby

Janet Selby

North Bay Schools Insurance Authority
By day, Janet is the Executive Director for North Bay Schools Insurance Authority, which serves 15 school districts and county offices of education in the greater San Francisco Bay Area. Previously, she spent 15 years as Workers’ Compensation Program Manager for Municipal Pooling... Read More →



Sunday March 4, 2018 1:00pm - 5:00pm
Cobalt 500

1:45pm

Old Town Trolley Tour: City Highlights
PRE-REGISTRATION WAS REQUIRED AT TIME OF CONFERENCE REGISTRATION.
For registrants: Please meet at 1:45 p.m., curbside, one level below the Hotel Lobby for this tour which runs from 1-5 p.m. The trolleys are orange and green.

Take part in this 2-hour, narrated trolley tour of San Diego to see and learn about more than 100 of the most famous and interesting sites in this historic city! Cost is $30 per person.

Sunday March 4, 2018 1:45pm - 4:00pm
Hilton San Diego Bayfront: Curbside

5:30pm

Welcome Reception
Join AGRiP members at this Welcome Reception to connect with your colleagues from throughout Canada and United States, celebrate 20 years of public entity pooling, meet QEI Patrons who help make educational content possible, and welcome first-time attendees. Enjoy hors d'oeuvres, beverages, and French and Latin jazz by Lorraine Castellanos.

Sunday March 4, 2018 5:30pm - 7:30pm
Sapphire Terrace & Sapphire West Foyer
 
Monday, March 5
 

6:45am

Registration
Registration will be open from 6:45 a.m. until 5 p.m.

Monday March 5, 2018 6:45am - 5:00pm
Sapphire West Foyer

7:00am

Breakfast
Grab some breakfast, coffee or tea, and follow-up with your peers on the informal conversations you have been having.

Monday March 5, 2018 7:00am - 8:15am
Sapphire Terrace & Sapphire West Foyer

7:00am

First-Time Attendee Breakfast
Grab some breakfast, coffee or tea, and hear from AGRiP leadership and members of the Board of Directors, learn about the work of the organization, how to make the most of your membership, and meet peers from Canada and the United States.

Speakers
avatar for Tom Barnes

Tom Barnes

Chief Executive Officer & General Counsel, Municipal Insurance Association of BC
Tom Barnes is the Chief Executive Officer & General Counsel for the Municipal Insurance Association of British Columbia. Barnes also serves as President of the AGRiP Board of Directors.
avatar for Ann Gergen

Ann Gergen

Association of Governmental Risk Pools
AGRiP Staff


Monday March 5, 2018 7:00am - 8:15am
Cobalt 500

8:30am

Welcome & Keynote Session: Recruit, Retain, Lead - Pools as Workplaces for Multiple Generations
AGRiP's Generational Resident, Kim Lear, will help pools contemplate the important generational, organizational, and environmental influences shaping the workforce of today and the future and what it means to public entity pooling. Lear will share important insights into how pools can recruit, retain, and develop employees across four generations – Boomers, Gen Xers, Millennials, and Gen Zers. You'll also  understand the impact of generational shifts not only on your pool, but also what these changes mean to your pool members.

Speakers
avatar for Kim Lear

Kim Lear

Founder, Inlay Insights
Kim Lear is a speaker, writer, strategist, and researcher who explores how emerging trends impact the future of our workforce and marketplace. As the founder and content director of Inlay Insights, Kim is at the forefront of cutting edge research to uncover cultural shifts that revolutionize... Read More →



Monday March 5, 2018 8:30am - 9:45am
Sapphire CDGHKL

10:00am

Generational Workshop: How Prepared are You for the Workforce of the Future?
Work with AGRiP's Generational Resident, Kim Lear, to assess the readiness of your pool to recruit, retain and lead multiple generations in the workplace. You'll use an assessment tool and readiness checklist to identify gaps in the policies, office environment and space, job descriptions and retention strategies, mentoring and leadership programs your pool has and should consider in order to become a leading multigenerational workplace. You'll have time to discuss your findings in small groups, share with peers, and identify criteria that might be missing from your pool's current recruitment, retention and leadership efforts.

Speakers
avatar for Kim Lear

Kim Lear

Founder, Inlay Insights
Kim Lear is a speaker, writer, strategist, and researcher who explores how emerging trends impact the future of our workforce and marketplace. As the founder and content director of Inlay Insights, Kim is at the forefront of cutting edge research to uncover cultural shifts that revolutionize... Read More →



Monday March 5, 2018 10:00am - 10:45am
Sapphire CDGHKL (Front of Room)

10:00am

Opioid Use, Narcan & Related Public Entity Risks
The U.S. and Canada have seen a dramatic increase in the use of opioids. This wide-spread increase has broad impact on public entity risks, including questions of liability: What happens when patrol and corrections officers administer Narcan for opioid overdose? Hear from a public entity pool how it is exploring an innovative Narcan grant program, is examining policies and procedures, and collaborating to reduce Narcan risks among its members.

Speakers
avatar for Dave Nelson

Dave Nelson

Public Safety/Risk Management Officer, CIS
Dave Nelson has worked for Citycounty Insurance Services, CIS, since 2010 as their Public Safety/Risk Management Officer. Prior to joining CIS, Dave worked for the City of Troutdale for more than a decade, with 8 1/2 years as the Chief of Police and two years as City Administrator... Read More →



Monday March 5, 2018 10:00am - 10:45am
Sapphire 410

10:00am

Supreme Court Update: Impact of Cases on Local Governments
The focus of this session is understanding the impact of U.S. Supreme Court cases on public entities and pooling operations. You'll learn about important pending decisions that may impact how your members serve their communities, so you can be better prepared to meet the ever-evolving needs of your members.

Speakers
avatar for Lisa Soronen

Lisa Soronen

State & Local Legal Center
Lisa Soronen is the Executive Director of the State and Local Legal Center (SLLC). In this role, Lisa files amicus curiae briefs to the United States Supreme Court on behalf of members of the Big Seven (National Governors Association, National Conference of State Legislatures, Council... Read More →



Monday March 5, 2018 10:00am - 10:45am
Sapphire OP

10:00am

11:00am

Continued -- Generational Workshop: How Prepared are You for the Workforce of the Future?
Work with AGRiP's Generational Resident, Kim Lear, to assess the readiness of your pool to recruit, retain and lead multiple generations in the workplace. You'll use an assessment tool and readiness checklist to identify gaps in the policies, office environment and space, job descriptions and retention strategies, mentoring and leadership programs your pool has and should consider in order to become a leading multigenerational workplace. You'll have time to discuss your findings in small groups, share with peers, and identify criteria that might be missing from your pool's current recruitment, retention and leadership efforts.

Speakers
avatar for Kim Lear

Kim Lear

Founder, Inlay Insights
Kim Lear is a speaker, writer, strategist, and researcher who explores how emerging trends impact the future of our workforce and marketplace. As the founder and content director of Inlay Insights, Kim is at the forefront of cutting edge research to uncover cultural shifts that revolutionize... Read More →


Monday March 5, 2018 11:00am - 11:45am
Sapphire CDGHKL (Front of Room)

11:00am

Telehealth for Public Entity Pools
As lawmakers update telehealth laws and regulations, public entity pools need to consider what telehealth means to health and work comp coverage, how it can disrupt and shape remote service delivery, and its impact on claims management. Explore the current state of telehealth, discuss opportunities and risks related to health care delivery, and consider the pressure digital healthcare delivery could put on other public entity member services.

Speakers
avatar for Amanda Clark

Amanda Clark

Employee Benefits Program Manager, Montana Municipal Interlocal Authority
Amanda Clark is the Employee Benefits Program Manager for a pooled health plan covering the employees of 85 Montana cities and towns at the Montana Municipal Interlocal Authority (MMIA). Amanda has been with the MMIA for 12 years and prior to that gained 8 years of various business... Read More →
avatar for Libby Furry

Libby Furry

Director, Premier Client Management, Teladoc
Libby has more than 14 years of Account Management/Director experience in the health care industry. Prior to joining Teladoc in March 2014, Libby worked in product and account management capacities at Healthways, where she managed a large book of business for Anthem/WellPoint. She... Read More →



Monday March 5, 2018 11:00am - 11:45am
Sapphire 410

11:00am

Pool Data: Best Practices & Practical Considerations
Leveraging Data and Information have always been crucial elements in successful pool management. In today’s environment, we collect greater quantities of data than ever before due to tech advancements and adoption that include cloud computing, Internet of Things (IOT), social media and wearable devices. Most industry experts predict that modern advanced analytical tools will transform organizations and, specifically, the insurance sector. Whether your pool is evaluating data analytical systems or has formal business intelligence systems in place, this session will cover best practices, practical considerations and capabilities of data management and analytics.

Speakers
avatar for Ryan Draughn

Ryan Draughn

Director of Information Technology, NLC Mutual Insurance Company
https://www.nlcmutual.com



Monday March 5, 2018 11:00am - 11:45am
Sapphire OP

11:00am

12:00pm

Lunch
Enjoy a buffet lunch with your peers from across the nation and Canada.

Monday March 5, 2018 12:00pm - 1:00pm
Promenade Plaza

1:15pm

Effective Transitions: Board Roles and Responsibilities in Executive Change
As public entity pools conclude their second and third decades of existence, many are experiencing and planning for significant leadership changes. This session will explore the many roles and responsibilities of a Board of Directors upon transition to a new executive, regardless of the role of the Board in the hiring process. There is no "right way" to engage in an executive transition, but there are concepts to explore and understand that will increase successful changes. Learn how to navigate the transition of an outgoing executive, set clear parameters for Board and executive roles, and onboard a new executive in a way that establishes the strongest likelihood of a healthy Board-Executive relationship.

Speakers
avatar for Carol Hansell

Carol Hansell

Founding Partner, Hansell LLP
Carol Hansell is the founding partner of Hansell LLP. Over her more than 25 years in practice, she has led major transactions for public and private corporations and governments. Her practice now focusses on legal and governance advice to boards and shareholders. Carol has been at... Read More →


Monday March 5, 2018 1:15pm - 2:00pm
Sapphire OP

1:15pm

Assessing RMIS Solutions for Your Pool
Risk management information system (RMIS) vendors are increasingly making comprehensive pool savvy products – but what exactly are these systems and does your pool really need one, anyway? Attend this session to learn the right questions to ask through the RMIS evaluation, selection and implementation processes – get tips for assessing your current situation, making the right RMIS selection for your pool, and measuring ROI on your investment.

Speakers
avatar for Dave Tweedy

Dave Tweedy

Director of Risk Management Information Systems, Bickmore
David Tweedy brings over thirty years of risk technology and claims management experience toBickmore’s Risk Information Management Consulting Department. He provides both private and publicsector clients with risk information technology strategies creating premium solutions in this... Read More →



Monday March 5, 2018 1:15pm - 2:00pm
Sapphire 410

1:15pm

Generational Workshop: How Prepared are You for the Workforce of the Future?
Work with AGRiP's Generational Resident, Kim Lear, to assess the readiness of your pool to recruit, retain and lead multiple generations in the workplace. You'll use an assessment tool and readiness checklist to identify gaps in the policies, office environment and space, job descriptions and retention strategies, mentoring and leadership programs your pool has and should consider in order to become a leading multigenerational workplace. You'll have time to discuss your findings in small groups, share with peers, and identify criteria that might be missing from your pool's current recruitment, retention and leadership efforts.

Speakers
avatar for Kim Lear

Kim Lear

Founder, Inlay Insights
Kim Lear is a speaker, writer, strategist, and researcher who explores how emerging trends impact the future of our workforce and marketplace. As the founder and content director of Inlay Insights, Kim is at the forefront of cutting edge research to uncover cultural shifts that revolutionize... Read More →



Monday March 5, 2018 1:15pm - 2:00pm
Sapphire CDGHKL (Front of Room)

2:15pm

Now & Into the Future: Long-Term Reinsurance Options for Public Entity Pools
This session considers reinsurance in the context of a pool’s strategic plan and provides a glimpse into some of the “alternative” reinsurance products.  We’ll contemplate the emergence of a hardening (re)insurance markets, the implications of loss volatility and the value of long-term reinsurance partnerships.  Against this background, we’ll discuss various options and combinations including traditional reinsurance, risk sharing (“pool of pools”) and captives, and how these may align with a pool’s long-range planning.  In addition to these established products, we’ll identify the more esoteric reinsurance options that may become mainstream in the future.

Speakers
avatar for Andrew Halsall

Andrew Halsall

President & CEO, GEMre
http://www.gemre.com/



Monday March 5, 2018 2:15pm - 3:00pm
Sapphire OP

2:15pm

Community Discontent and Growing Discord
Residents and grassroots organizations are being faced with vocal and animated demonstrations. Public entity pools are watching their members struggle to manage these direct actions. This session will explore the state of community discontent and what it means to pools, how to foster organizational resilience, and more. Schools, cities, and counties will learn questions to ask and things to think about to help mitigate and manage risk.

Speakers
avatar for Renata Elias

Renata Elias

Strategic Risk Consultant, Marsh
Renata Elias is a consultant within Marsh Risk Consulting’s Strategic Risk Consulting Practice based in Dallas, TX. She provides counsel and support to organizations on a broad range of issues including crisis management, emergency and public safety/security management, crisis communications... Read More →



Monday March 5, 2018 2:15pm - 3:00pm
Sapphire 410

2:15pm

Continued -- Generational Workshop: How Prepared are You for the Workforce of the Future?
Work with AGRiP's Generational Resident, Kim Lear, to assess the readiness of your pool to recruit, retain and lead multiple generations in the workplace. You'll use an assessment tool and readiness checklist to identify gaps in the policies, office environment and space, job descriptions and retention strategies, mentoring and leadership programs your pool has and should consider in order to become a leading multigenerational workplace. You'll have time to discuss your findings in small groups, share with peers, and identify criteria that might be missing from your pool's current recruitment, retention and leadership efforts.

Speakers
avatar for Kim Lear

Kim Lear

Founder, Inlay Insights
Kim Lear is a speaker, writer, strategist, and researcher who explores how emerging trends impact the future of our workforce and marketplace. As the founder and content director of Inlay Insights, Kim is at the forefront of cutting edge research to uncover cultural shifts that revolutionize... Read More →


Monday March 5, 2018 2:15pm - 3:00pm
Sapphire CDGHKL (Front of Room)

3:15pm

Captive Audience: Is Creating a Captive the Right Decision for Your Pool?
In this session explore how captives benefit pool members and what your pool should know before pursuing its own captive. Learn from the real world experience of fellow pools that decided to form a captive, including their reasons, decision-making process, and goals.

Speakers
avatar for Timothy Averill

Timothy Averill

Executive Director, MASB-SEG Property/Casualty Pool, Inc.
Timothy J. Averill serves as the Executive Director of SET SEG, the premier public school insurance provider in the state of Michigan. Appointed by the board of directors in 2015, Tim provides strategic direction to multiple programs including the MASB-SEG Property/Casualty Pool... Read More →
avatar for Michael Rebaleati

Michael Rebaleati

Chief Operations Officer, Nevada Public Agency Insurance Pool
Michael serves as the Chief Operations Officer for the Nevada Public Agency Insurance Pool (NPAIP) and Public Agency Compensation Trust (PACT). He also serves as President of the two Captives owned by NPAIP and PACT which are the Public Risk Mutual (PRM) and Public Compensation Mutual... Read More →



Monday March 5, 2018 3:15pm - 4:00pm
Sapphire OP

3:15pm

Mapping the Impact of Driverless Vehicles
Driverless vehicle test locations and projects are popping up in many places. What will increasingly driverless vehicles mean for policing, traffic management, public transportation, and infrastructure? What do public entity pools need to ponder to support members as autonomous technology continues to make inroads into society? How will autonomous vehicles recognize emergency vehicles and public transit?

Speakers
avatar for Kelley Coyner

Kelley Coyner

Senior Fellow, George Mason University Center for Regional Analysis
Kelley Coyner serves as a Senior Fellow at the Center for Regional Analysis and Schar School of Policy and Government at George Mason University where she’s focused what makes regions smart and sustainable. As the newest addition to the Center for Regional Analysis, Ms. Coyner brings... Read More →



Monday March 5, 2018 3:15pm - 4:00pm
Sapphire 410

3:15pm

Recruiting for Today’s Workforce
Quality candidates can be challenging to find, especially during times of low unemployment rates and increased competition. Pools can face additional adversity due to the lack of awareness or understanding of the industry. This session will explore effective recruitment and hiring practices pools can use to identify new talent sources and target “passive” candidates, discuss ways to effectively generate interest, and help you deploy a collaborative, valuable onboarding process.

Speakers
avatar for Amy Guilford

Amy Guilford

Chief Administrator of PC Pool & WC Fund, MASB-SEG Property/Casualty Pool, Inc.
Amy Guilford is the Chief Administrator of the Property/Casualty Pool and Workers' Compensation Fund at SET SEG which serves over 500 public schools in Michigan.  She began her career with SET SEG in 2007 and performed multiple roles as Underwriter, Operations Manager and Associate... Read More →
avatar for Megan McNamara

Megan McNamara

Human Resources Manager, MASB-SEG Property/Casualty Pool, Inc.
Megan McNamara joined SET SEG in 2012 as a marketing and communications intern. After graduating from Michigan State University in 2014, Megan was hired to join the marketing department full time as a project leader. After working in that position for two years, Megan became human... Read More →



Monday March 5, 2018 3:15pm - 4:00pm
Sapphire CDGHKL (Front of Room)

4:15pm

Your Pool Needs an Assessment: Now What?
For some pools, assessments are part of an overall financial promise to members and are an operating "norm." For other pools, the very idea of an assessment creates understandable stress. Learn from a pool that faced the difficult need for and decision to assess its members. Hear how the pool carefully made and effectively communicated its decision and lessons the pool learned along the way.

Speakers
avatar for Matt Flett

Matt Flett

Chief Financial Officer, Associated School Boards Protective Trust
Matt started his career in school finance as a school business manager, a role in which he spent four years in prior to joining Associated School Boards of South Dakota (ASBSD).  Matt joined ASBSD in July, 2013, as the Assistant Director of Protective Trust Services and was promoted... Read More →



Monday March 5, 2018 4:15pm - 5:00pm
Sapphire OP

4:15pm

Staying Above Water: Navigating the River of Federal Law Changes
A river of federal law acronyms might seem immediately overwhelming -- like shooting the rapids in an open boat. Attend this session for a high-level overview of federal laws impacting public entity pools. You'll get updates on ADA, ADEA, Title VII, FMLA and other Civil Rights employment claims. You'll learn what they are, why they matter to your pool, and what to watch for with these important federal programs.

Speakers
avatar for Matt Love

Matt Love

Oklahoma City, OK, Oklahoma Municipal Assurance Group
http://www.omag.org/
avatar for Suzie Paulson

Suzie Paulson

Oklahoma Municipal Assurance Group
Suzie is General Counsel and the Human Resources Director for the Oklahoma Municipal Assurance Group (OMAG).  She joined OMAG in June 2013 after spending 12 years as an Assistant City Attorney in the City of Oklahoma City.



Monday March 5, 2018 4:15pm - 5:00pm
Sapphire 410

4:15pm

Continued -- Recruiting for Today’s Workforce
Quality candidates can be challenging to find, especially during times of low unemployment rates and increased competition. Pools can face additional adversity due to the lack of awareness or understanding of the industry. This session will explore effective recruitment and hiring practices pools can use to identify new talent sources and target “passive” candidates, discuss ways to effectively generate interest, and help you deploy a collaborative, valuable onboarding process.

Speakers
avatar for Amy Guilford

Amy Guilford

Chief Administrator of PC Pool & WC Fund, MASB-SEG Property/Casualty Pool, Inc.
Amy Guilford is the Chief Administrator of the Property/Casualty Pool and Workers' Compensation Fund at SET SEG which serves over 500 public schools in Michigan.  She began her career with SET SEG in 2007 and performed multiple roles as Underwriter, Operations Manager and Associate... Read More →
avatar for Megan McNamara

Megan McNamara

Human Resources Manager, MASB-SEG Property/Casualty Pool, Inc.
Megan McNamara joined SET SEG in 2012 as a marketing and communications intern. After graduating from Michigan State University in 2014, Megan was hired to join the marketing department full time as a project leader. After working in that position for two years, Megan became human... Read More →


Monday March 5, 2018 4:15pm - 5:00pm
Sapphire CDGHKL (Front of Room)
 
Tuesday, March 6
 

6:00am

Group Run and Walk
Grab your tennies or walking shoes and join your peers and colleagues for a fun run and walk along the waterfront. 


Tuesday March 6, 2018 6:00am - 7:00am
Hilton San Diego Bayfront Lobby

6:45am

Registration
Registration will be open from 6:45 a.m. to 5 p.m.

Tuesday March 6, 2018 6:45am - 5:00pm
Sapphire West Foyer

7:00am

Breakfast Roundtable: Health Pooling
Speakers
avatar for John Stenerson

John Stenerson

Deputy Executive Officer, Self-Insured Schools of California
John Stenerson is the Deputy Executive Officer for Self-Insured Schools of California (SISC), where he began his career in 1988.   He is a graduate of Concordia College in Moorhead, Minnesota.



Tuesday March 6, 2018 7:00am - 8:00am
Sapphire 410

7:00am

Breakfast Roundtable: Property and Liability
Speakers
avatar for Adrienne Beatty

Adrienne Beatty

RMSA Program Manager, Member Pooling Programs, Association of Washington Cities
Adrienne Beatty is the Risk Management Service Agency Program Manager, overseeing the Association of Washington Cities’ property and liability risk pool, which services 98 municipal entities throughout the State of Washington. Adrienne has over 13 years in the risk pooling industry... Read More →



Tuesday March 6, 2018 7:00am - 8:00am
Sapphire CD

7:00am

Breakfast Roundtable: Workers' Compensation
Moderators
avatar for Hiawatha Franks

Hiawatha Franks

Division Director for Workers' Compensation, Texas Association of School Boards Risk Management Fund
Hiawatha Franks is the Workers’ Compensation Division Director at the Texas Association of School Boards (TASB), responsible for managing the claims, pre-authorization, and medical bill review operation. Franks joined TASB as the Division Director in January 2017. He holds a Business... Read More →


Tuesday March 6, 2018 7:00am - 8:00am
Sapphire OP

8:15am

Welcome & Keynote Session: Pooling Power - Essential Elements of Successful Storytelling
Pooling’s social purpose is to protect the public so they can live, work, and play without worry. It’s a powerful social mission, but a story that isn’t often told. Learn storytelling strategies to explain the value and difference in pooling versus traditional insurance, as well as tactics to better connect with upcoming generations, regulators, legislators, current members and others who need to know the power of pooling.

Speakers
avatar for Bill Baker

Bill Baker

Principal, BB&Co Strategic Storytelling
Since Bill first learned to talk, he has been telling stories: to grandparents, teachers, that nice lady at the grocery store…anyone who would listen. Early on, Bill recognized the impact stories had on people, especially in their ability to connect them to ideas, and persuade and... Read More →



Tuesday March 6, 2018 8:15am - 9:30am
Sapphire CDGHKL

9:45am

Leveraging the Impact of a Diversified Board
A group of diverse thinkers brings greater problem-solving skills to the table for organizations. How has your Board selection process evolved to shape your Board’s composition and to take advantage of the benefits a diverse board can have on the strategic governance of your pool? This session will explore how to evaluate the roles you need on your Board of Directors to help ensure impactful decision-making, sound strategic direction and values that ensure long-term success. You'll also explore important governance practices that support building an effective Board pipeline.

Speakers
avatar for Robin Hindsman Stacia

Robin Hindsman Stacia

Founder & Principal Consultant, Sage Consulting Network
For nearly 20 years, Dr. Robin Hindsman Stacia has practiced as an organizational management and board consultant as the Principal/Consultant. Stacia's work focuses on strengthening organizational operations and improving board performance, by ensuring the capacity and applied knowledge... Read More →



Tuesday March 6, 2018 9:45am - 10:45am
Sapphire 400

9:45am

How Wrongful Incarceration Claims can Handcuff your Pool
A handful of pools have seen notable claims activity for wrongful incarceration claims, with losses well in excess of estimated reserves and, in some cases, claims that arise 10 to 20 years after coverage was written. Combined with increased advocacy efforts for those who have been wrongfully incarcerated, pools might be seeing only the tip of the iceberg. This session will present important perspective into what the future might hold for claims of wrongful incarceration to help your pool begin preparing today.

Speakers
avatar for Ken Wallentine

Ken Wallentine

Vice President and Senior Legal Advisor, Lexipol, LLC
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 March 6, 2018 9:45am - 10:45am
Sapphire 410

9:45am

Retaining and Motivating Employees: Two Goals, One Strategy
Today’s workforce has new demands. Studies show that employees thrive in organizations where they can make an impact while also having the flexibility to live a life of their own. To foster long-term relationships with employees, organizations must shift their strategies from employee satisfaction to employee engagement. This session will explore five ways your pool can significantly impact the future retention of key employees and provide take-aways to make easy, but influential improvements in 2018.

Speakers
avatar for Amy Guilford

Amy Guilford

Chief Administrator of PC Pool & WC Fund, MASB-SEG Property/Casualty Pool, Inc.
Amy Guilford is the Chief Administrator of the Property/Casualty Pool and Workers' Compensation Fund at SET SEG which serves over 500 public schools in Michigan.  She began her career with SET SEG in 2007 and performed multiple roles as Underwriter, Operations Manager and Associate... Read More →
avatar for Megan McNamara

Megan McNamara

Human Resources Manager, MASB-SEG Property/Casualty Pool, Inc.
Megan McNamara joined SET SEG in 2012 as a marketing and communications intern. After graduating from Michigan State University in 2014, Megan was hired to join the marketing department full time as a project leader. After working in that position for two years, Megan became human... Read More →



Tuesday March 6, 2018 9:45am - 10:45am
Sapphire OP

11:00am

Analyzing Whether to Start an Employee Benefits Pool
Pools are known for their commitment to evolve coverages and programs based upon the needs of their members. In fact, it's why pools exist. When asked to add health benefits to your pooling portfolio, it's important to ask the right question and preserve the wellbeing of the whole pool. Hear first-hand how several pools considered and analyzed whether to start an employee benefits pool, understand what was critical during the start-up, and learn lessons about unexpected challenges and opportunities.

Speakers
avatar for John Ashton

John Ashton

Executive Director, Kairos Health Arizona
John Ashton is the executive director of Kairos Health Arizona, a public entity employee benefits pool in Arizona. John is also a founder and co-owner of Ashton Tiffany, LLC, a risk management consulting firm specializing in pool management and alternative risk financing program administration... Read More →
avatar for Lana Berry

Lana Berry

CFO and Assistant Superintendent, Business Services, Kairos Health Arizona, Inc.
Lana Berry has served as the CFO and Assistant Superintendent for Business Services of the Chandler Unified School District since 2013. Prior to that time, she spent thirteen years in Page, Arizona as District Business Manager for eleven years and two years as a high school teacher... Read More →
avatar for Barbara J. Rhoades

Barbara J. Rhoades

Health Transit Pool of Ohio, Ohio Transit Risk Pool, Ohio Transit Risk Pool
Barbara manages several Risk Pools and diverse Ohio Public Entity organizations and acts as the President/General Manager for a Transit Property and Casualty Captive domiciled in Vermont. Barbara has worked in the insurance industry for 30 years of which 21 have been in Public Entity... Read More →



Tuesday March 6, 2018 11:00am - 12:00pm
Sapphire OP

11:00am

Bring in the Bots: Technology Opportunities for Pools
Robotic processing, chatbots, artificial intelligence and machine learning… is this a futuristic movie or public entity pools in 2018? Hear how American Fidelity has invested in technology innovation to improve its insurance operations and consider where similar opportunities exist within your pool. This session will provide real-life and specific examples of technology in play, to help you understand the terms, how they interrelate, the value proposition of technology investment, and how similar technology might be applied within public entity pooling.

Speakers
avatar for First Point of View, LLC

First Point of View, LLC

First Point of View, LLC
Andrew is a skilled speaker and consultant with a proven ability to guide executives through transformation while harnessing digital tools to gain advantage. Andrew specializes in a variety of areas including HUMALOGY® based lean, Profit Amplification, Rivers of Information®, Relationship... Read More →
avatar for Susan Relland

Susan Relland

Chief Administrative Officer, American Fidelity
Susan Relland is the Chief Administrative Officer for American Fidelity Corporation, where she has oversight for legal and compliance, human resources and payroll, procurement and transportation, strategic quality management, data and innovation, and employer consulting services... Read More →



Tuesday March 6, 2018 11:00am - 12:00pm
Sapphire 410

11:00am

Pool Investment Strategies for Today and Tomorrow
Understand how public entity pools are investing right now, what they should be thinking about, and what is on the horizon.

Speakers
avatar for Dan Smereck

Dan Smereck

Strategic Asset Alliance
Daniel Smereck, Managing Director & Principal at Strategic Asset Alliance (SAA). Dan is the primary consultant for the majority of SAA's 19 governmental risk pooling clients with invested assets over $2 billion. He has more than 20 years of experience across investments... Read More →



Tuesday March 6, 2018 11:00am - 12:00pm
Sapphire 400

12:15pm

Lunch, Recognition, Awards & Annual Meeting
Enjoy a plated lunch, celebrate the accomplishments of public entity pools, and network with your peers.

Tuesday March 6, 2018 12:15pm - 1:45pm
Sapphire CDGHKL

2:00pm

Governance Gone Good: Creating Meaningful Board Performance Measurements
Ensuring your board is effectively and successfully governing is more important than ever. Attend this session to learn about ways to measure your board's governing effectiveness while also taking individual director preferences and holistic board performance into consideration. Identify metrics that will be meaningful your board, are easily measured, and can be tracked over the long term (if that's even a valuable thing to do!). Identify what’s important for your board’s successful performance, and develop a respectful process and methods to help your board talk about its own performance.

Speakers
avatar for Robin Hindsman Stacia

Robin Hindsman Stacia

Founder & Principal Consultant, Sage Consulting Network
For nearly 20 years, Dr. Robin Hindsman Stacia has practiced as an organizational management and board consultant as the Principal/Consultant. Stacia's work focuses on strengthening organizational operations and improving board performance, by ensuring the capacity and applied knowledge... Read More →



Tuesday March 6, 2018 2:00pm - 3:00pm
Sapphire CDGHKL (Front of Room)

2:00pm

Savvy Questions About Smart Cities
Cities around the world are leading the way in Smart City implementation to create livable communities that are built with the future in mind. These communities are being built with economic and environmental resilience at the forefront of their systems. Smart cities rely on robust digital- and technology-based systems for transportation and parking, traffic and waste management, and deliver future forward education, energy, and even digital government services. Attend this session to learn about Smart Cities, where the movement is headed, questions to think about, and more.

Speakers
avatar for Jonathan Reichental

Jonathan Reichental

City of Palo Alto
Dr. Jonathan Reichental, currently the Chief Information Officer (CIO) for the City of Palo Alto, is a multiple award-winning technology leader whose 25-year career has spanned both the private and public sectors. In 2017, he was named one of the top 100 CIOs in the world and in... Read More →



Tuesday March 6, 2018 2:00pm - 3:00pm
Sapphire 410

2:00pm

State Sovereign Immunity & Tort Caps
Sovereign immunity and tort caps have significant implications for public entity pooling – pools without them can face substantial uncapped payouts, while pools with outdated limits may find themselves engaged in additional litigation. Join one of the world’s leading experts on insurance subrogation for an overview of sovereign immunity and tort caps across the nation, and hear one pool’s specific experience with managing sovereign immunity and tort cap structures in their state.

Speakers
avatar for Kirk Mylander

Kirk Mylander

General Counsel, CIS
Kirk Mylander is CIS' General Counsel, and previously served as CIS' Pre-Loss Attorney. Kirk's previous work experience includes serving as an Employment Litigation Associate for Miller Nash and as a H.R. Specialist for Payless Drug Stores, Inc. As an Adjunct Professor for George... Read More →
avatar for Hector Salitrero

Hector Salitrero

Partner, Matthiesen, Wickert & Lehrer, S.C.
Hector E. Salitrero is an insurance trial lawyer and the managing partner of Matthiesen, Wickert & Lehrer, S.C.’s California office, located in Orange, California. Hector is licensed to practice law in all state and federal courts in California and is also licensed in Wisconsin... Read More →



Tuesday March 6, 2018 2:00pm - 3:00pm
Sapphire OP

3:15pm

Good Ground Rules Shape Good Governance: Part 1
Good governance is founded upon a common understanding of meeting methods and rules, no matter whether your Board prefers informal meetings or a structured process following Robert's Rules of Order. Explore which aspects of Robert's Rules may be most useful to adopt, varied methods for conducting your Board meetings, and learn from Board meetings gone awry.

Speakers
avatar for Ann Macfarlane

Ann Macfarlane

Jurassic Parliament
Ann G. Macfarlane provides training in governance, leadership and meeting management across the nation. Her insightful workshops have enabled thousands of nonprofit board members and elected officials to strengthen their board’s decision-making process and serve their community... Read More →



Tuesday March 6, 2018 3:15pm - 4:00pm
Sapphire CDGHKL (Front of Room)

3:15pm

Walking the Talk -- Race Equity in Public Pooling
Learn from a public pooling panel about important work to promote and develop a race equity initiative within that pool's ranks, what it means for members, and why race equity should matter for all public entity pools. You'll learn why this pool is committed to "walking the talk" to model for pool members, and discover how staff members constructed a race equity plan. You will also hear what some pool member cities are doing to address race equity measures in their own policies and operations, toward a common goal of achieving positive, community-level outcomes.

Speakers
avatar for Dan Greensweig

Dan Greensweig

Administrator, League of Minnesota Cities Insurance Trust
https://lmc.org/page/1/about-lmcit.jsp
avatar for Rhonda Pownell

Rhonda Pownell

President, League of Minnesota Cities Insurance Trust
Rhonda Pownell is the President of the League of Minnesota Cities Board of Directors and was elected Mayor of Northfield in 2016. She previously served as a member of the City Council beginning in 2008. She serves as a Trustee to the League of Minnesota Cities Insurance Trust, is... Read More →
avatar for Don Reeder

Don Reeder

Assistant Director of Communications for Public Affairs, League of Minnesota Cities Insurance Trust



Tuesday March 6, 2018 3:15pm - 4:00pm
Sapphire 410

3:15pm

Funding Your Pool for the Long Term
Pools initially were formed as a temporary solution for an insurance crisis. Over time, members have seen the benefits of pooling risk, leading to a more permanent solution relied upon by thousands of public entities across the country. To maintain their long-term financial viability, pools need to use financial metrics consistent with their long-term funding objectives. We will explore the various stages that pools move through while managing this transition from a temporary solution to a long-term viable alternative to the insurance market. After reviewing historical background, the pros and cons of common financial metrics used by pools to gauge their financial health will be examined. Examples will be used to illustrate how pools are increasingly using more sophisticated techniques to monitor their long-term viability and guide their risk and capital decisions.

Speakers
avatar for Kevin Wick

Kevin Wick

Managing Director, PricewaterhouseCoopers, LLP
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 March 6, 2018 3:15pm - 4:00pm
Sapphire OP

4:15pm

Good Ground Rules Shape Good Governance: Part 2
Good governance is founded upon a common understanding of meeting methods and rules, no matter whether your Board prefers informal meetings or a structured process following Robert's Rules of Order. Explore which aspects of Robert's Rules may be most useful to adopt, varied methods for conducting your Board meetings, and learn from Board meetings gone awry.

Speakers
avatar for Ann Macfarlane

Ann Macfarlane

Jurassic Parliament
Ann G. Macfarlane provides training in governance, leadership and meeting management across the nation. Her insightful workshops have enabled thousands of nonprofit board members and elected officials to strengthen their board’s decision-making process and serve their community... Read More →


Tuesday March 6, 2018 4:15pm - 5:00pm
Sapphire CDGHKL (Front of Room)

4:15pm

Turning the Page on 2017: What Events from 2017 will Impact Your 'Book' in 2018?
2017 was an interesting year! Catastrophes, auto liability trend changes, law enforcement liability claim increases, cyber threats, the ongoing opioid crisis, an ever changing political and regulatory landscape, the emergence of “me-too”, and so much more. Join this session as we discuss the potential implications of the year in review on the pooling industry as we move into 2018.

Speakers
avatar for Ann Conway

Ann Conway

Managing Director, Willis Towers Watson
Ann Conway is a managing director at Willis Towers Watson, providing consulting services to numerous clients in the public and private sectors. She has worked on loss reserve evaluations for insurance companies and alternative financing mechanisms, captive feasibility analyses, reviews... Read More →
avatar for Maureen B. Stazinski

Maureen B. Stazinski

Senior Consultant, Willis Towers Watson
Ms. Stazinski is a senior consultant at Willis Towers Watson, providing consulting services topublic and private clients. Her experience includes various analyses, such as loss reserving,reviews of rate or funding levels, financial modeling analysis, feasibility studies, merger andacquisition... Read More →



Tuesday March 6, 2018 4:15pm - 5:00pm
Sapphire OP

4:15pm

Winter is Coming: Regulatory Lessons from Canada
One of the greatest benefits pools can provide one another is the chance to learn from others' experiences. This session will delve into the regulation of Canadian reciprocals (the equivalent of U.S. pools) at both the Province and Federal levels, including financial, governance, and Enterprise Risk Management standards. Learn from a panel of Canadian experts, who know the U.S. environment, the pros and cons of regulatory requirements and explore specific provisions that may be meaningful for pool operations in every location.

Speakers
avatar for Tom Barnes

Tom Barnes

Chief Executive Officer & General Counsel, Municipal Insurance Association of BC
Tom Barnes is the Chief Executive Officer & General Counsel for the Municipal Insurance Association of British Columbia. Barnes also serves as President of the AGRiP Board of Directors.
avatar for Craig Pettigrew

Craig Pettigrew

Deputy Attorney, Genesis Reciprocal Insurance Exchange
Craig Pettigrew joined Alberta Association of Municipal Districts and Counties’ Jubilee Insurance Agencies as Manager of Insurance and Genesis Reciprocal Insurance Exchange as Deputy Attorney in 2014, and is responsible for overall operation and management of the insurance program... Read More →
avatar for Maryam Z. Sherkat

Maryam Z. Sherkat

Legal Counsel & Risk Officer, Municipal Insurance Association of BC
Maryam Sherkat joined the MIABC in 2013 after eight years practising civil and commercial litigation in the Vancouver office of Canada’s largest law firm, Borden Ladner Gervais LLP.



Tuesday March 6, 2018 4:15pm - 5:00pm
Sapphire 410
 
Wednesday, March 7
 

6:30am

Registration
Registration will be open from 6:30 a.m. until noon.

Wednesday March 7, 2018 6:30am - 12:00pm
Sapphire West Foyer

7:00am

Breakfast
Leverage this last breakfast to make sure you have connected with those you have been meaning to find! Take time to follow-up on the informal and formal conversations you've had during the past couple of days and then get ready to enjoy the last half-day of conference content.

Wednesday March 7, 2018 7:00am - 8:00am
Sapphire Terrace & Sapphire West Foyer

8:15am

Happily Ever After? One Pool’s Story Comes to an End
28 years into its story, one public entity reciprocal decided to wind down operations. Learn about the circumstances that suggested this action, the difficult decisions facing the Board, the spectrum of wind-down activities, and – most importantly – the lessons learned from this experience. No matter what your pool’s structure or current standing, you’ll garner important take-aways from the compelling conclusion of this pooling tale.

Speakers
avatar for Nahla Hanna

Nahla Hanna

President and Attorney-in-Fact, Canadian Association of Insurance Reciprocals
Nahla Hanna is President and Attorney-in-Fact for the Ontario Municipal Insurance Exchange (OMEX). In addition to her five years with OMEX, Nahla has over 20 years of senior leadership roles in the insurance industry. She was Managing Director responsible for the P&L division for... Read More →



Wednesday March 7, 2018 8:15am - 9:15am
Sapphire CDGHKL (Front of Room)

8:15am

Emerging Risk for Public Schools: Risk, Coverage, Opportunities
What are the new and emerging risks for the public school K-12 sector, and how well do existing insurance and risk control programs address these exposures? This session will focus on trends identified in a 2017 national survey of public school K-12 administrators - Cyber liability, Social Media and Special Education. The speakers will provide suggestions for pools to help members deal with these issues.

Speakers
avatar for Robert Bambino

Robert Bambino

Executive Vice President, Wright Risk Management, LLC
Bob works in the Wright Insurance Group’s risk management department.  He has over thirty-five years experience in risk management, training and program management.  Bob spearheaded many innovative programs to help his clients control risk including: employment practices liability... Read More →
avatar for Timothy E. Lyons

Timothy E. Lyons

Vice President, Munich RE
Timothy Lyons is a Vice President at Munich Reinsurance America, Inc. who holds both the CPCU and ARe designations.  He currently specializes in public entity / nonprofit risks and has thirty years insurance industry experience.
avatar for Eric M. Stark

Eric M. Stark

Member, Board of Governors, New York Schools Insurance Reciprocal
Eric is currently the Assistant Superintendent for Business and Finance for the Carmel Central School District in New York.  He has been in the position for ten years after teaching economics and history at Carmel High School for eight. Years.  Prior to joining the Carmel Central... Read More →



Wednesday March 7, 2018 8:15am - 9:15am
Sapphire 400

8:15am

Using Customer Relationship Management (CRM) to Enhance Member Services
Customer Relationship Management (CRM) is a private-sector term with important influence and value to public entity pools. Learn how to evaluate the current member experience you offer, data your pool needs to enhance and be successful going forward, how to implement a CRM system that's meaningful for your operation, and other key elements of an effective CRM philosophy.

Speakers
avatar for Michelle Bechamps

Michelle Bechamps

President - Brand Strategist, Bechamps & Associates
Michelle Bechamps is the President and Brand Strategist at Bechamps & Associates, a Denver-Based Marketing & Brand Strategy firm specializing in Public Entity Pools. Michelle was formally the Assistant Executive Director for CIRSA, a public-entity self-insurance pool for municipalities... Read More →



Wednesday March 7, 2018 8:15am - 9:15am
Sapphire OP

9:30am

Governing from the Future: Part 1
Boards are discovering that they need to think and act differently if they are going to meet the challenges their pools face in this time of rapid change. A successful pool board will seek to govern from the future and organize its work accordingly. Such boards will:
• Utilize discoveries and learnings from AGRiP’s strategic foresight work
• Test different approaches to the design and conduct of board meetings
• Build a talent pipeline to assure a steady stream of board and committee leaders equipped for strategic and generative work
• Foster a dynamic CEO/Board Chair relationship.

Speakers
avatar for Frank Martinelli

Frank Martinelli

Strategic Planning Consultant, The Center for Public Skills Training
Frank Martinelli, a nationally known resource on non-profit board governance and strategic planning, is a contributing author of the book, YOU and Your Nonprofit Board: Advice and Practical Tips from the Field’s Top Practitioners, Researchers and Provocateurs published by CharityChannel... Read More →



Wednesday March 7, 2018 9:30am - 10:30am
Sapphire CDGHKL (Front of Room)

9:30am

The Importance of Developing Strategies for Transgender Affirming Schools and Workplaces
It has been hard not to notice an increasing awareness of transgender issues in the past few years including magazine cover stories, successful TV series and celebrity announcements. While there has been an increased awareness in schools and workplaces, the potential for conflicts, organizational missteps and controversy still exist. Join us for an informative and interactive dialogue of issues relating to gender diversity and transgender issues including a review of some of the legal issues and best practices that can be implemented at the organizational and individual level. The session will examine why it is critical to build transgender affirming schools and workplaces and what the risks are in failing to do so along with information on how to move forward in a positive manner and provide guidance on how public entity pools can help their members make progress.

Speakers
avatar for Victoria Nolan

Victoria Nolan

President, Clean Water Services
Victoria has more than 30 years service in public safety, risk and benefits and is currently the Risk and Benefits Manager at Clean Water Services. At Clean Water Services, Victoria manages a comprehensive risk and employee benefits program and is President of the District’s Captive... Read More →



Wednesday March 7, 2018 9:30am - 10:30am
Sapphire 400

9:30am

Contracts Worth a Second Look
Contracted services and relationships are an important part of pooling operations that allow pools to uniquely and better serve members. But every contract also must be carefully considered to ensure the service and relationship it defines actually benefits the pool. This session will dig into common and critical contracts pools use and explore each type of contract, including common practices and provisions, possible pitfalls, opportunities, and language to use to make the contract work for your pool.

Speakers
avatar for Jennifer Wolf

Jennifer Wolf

MCIT Staff Counsel for Risk Control, Minnesota Counties Intergovernmental Trust
Jen Wolf joined MCIT on July 30, 2007 as Staff Counsel for Risk Control.  While at MCIT, she has provided risk management advice and training to MCIT members in many subject areas involving public sector entities, including employment issues, contracts, the Minnesota Government Data... Read More →



Wednesday March 7, 2018 9:30am - 10:30am
Sapphire OP

10:45am

Governing from the Future: Part 2
Boards are discovering that they need to think and act differently if they are going to meet the challenges their pools face in this time of rapid change. A successful pool board will seek to govern from the future and organize its work accordingly. Such boards will:
• Utilize discoveries and learnings from AGRiP’s strategic foresight work
• Test different approaches to the design and conduct of board meetings
• Build a talent pipeline to assure a steady stream of board and committee leaders equipped for strategic and generative work
• Foster a dynamic CEO/Board Chair relationship.

Speakers
avatar for Frank Martinelli

Frank Martinelli

Strategic Planning Consultant, The Center for Public Skills Training
Frank Martinelli, a nationally known resource on non-profit board governance and strategic planning, is a contributing author of the book, YOU and Your Nonprofit Board: Advice and Practical Tips from the Field’s Top Practitioners, Researchers and Provocateurs published by CharityChannel... Read More →



Wednesday March 7, 2018 10:45am - 11:30am
Sapphire CDGHKL (Front of Room)

10:45am

The Widening World of Workers' Compensation Presumption Claims
Presumption is an integral part of workers compensation laws in today's world. Presumption laws related to cancer treatment for public safety officers are now well established, and pools should now be preparing for the next wave of presumptions related to PTSD. This important session will build your awareness of changes in presumption laws, will help your pool quantify the impact and recognize new presumption risks, and will highlight solutions implemented by pools to address these risks, including innovative legislative and coverage approaches.

Speakers
avatar for Joe E. DePaepe

Joe E. DePaepe

Pool Administrator, Colorado Special Districts Property and Liability Pool
Joe has been the Contract Administrator for the Colorado Special Districts Property and Liability Pool as well as the Colorado Firefighter Heart and Cancer Benefits Trust for the past 20 and 3 years respectively.  Joe’s experience has extended 30 years and from coast-to-coast including... Read More →
avatar for John Hanson

John Hanson

Consultant, Willis Towers Watson
John is a senior consultant with Willis Towers Watson, a global risk management corporation.  He has worked in the law and insurance industries for over 30 years with a focus on public policy and human capital strategies. John is a graduate of Dartmouth College and the University... Read More →



Wednesday March 7, 2018 10:45am - 11:30am
Sapphire 400

10:45am

Resetting Your Contribution Algorithm
In most pools, rating formulas and underwriting guidelines have evolved over time in response to changes in risk characteristics, market conditions, member expectations, and management objectives. Often, the source and purpose of various risk quantification elements cannot easily be identified or remembered. The consequence of these cumulative changes is that individual member contributions no longer align with the risks borne for each pool member, even if the underwriters “follow the formula” and the overall funding number is adequate. How can pools respond to questions raised by regulators, underwriters, or members with respect to levels of individual contributions? In this presentation, we will discuss scenarios that may prompt a review of the current funding allocation. We will then describe ways to evaluate current funding allocation as well as methods available to determine the best redistribution of total funding. Finally, we will discuss implementation considerations, benefits, and possible consequences.

Speakers
avatar for Chris Kogut

Chris Kogut

Principal and Consulting Actuary, Milliman, Inc.
Chris Kogut is a Principal of Milliman, Inc., a global actuarial consulting firm. Chris is a Fellow of the Casualty Actuarial Society (“FCAS”) and a Member of the American Academy of Actuaries (“MAAA”).Chris has more than 20 years of actuarial consulting experience. She focuses... Read More →



Wednesday March 7, 2018 10:45am - 11:30am
Sapphire OP