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Welcome to ABIA 2010 Conference Presentation Home Page
The 2010 ABIA Annual Conference, September 22 - 24, 2010
Wednesday September 22, 2010
Direct Marketing Panel - "Marketing Auto & HomeInsurance to Retail Customers" Speaker: Leeann Flynn, CitiMortgage
Life Coverages Panel - "Changing the Paradigm Using Technology to Drive Bank Sales" Speaker: Gary R. Esposito, HSBC Insurance - Presentation to be provided at session
Compliance - "Basic Bank-Insurance Compliance: Everything You Could Ever Want to Know About it" Speakers: Jim McIntyre and Chrys Lemon, McIntyre & Lemon, PLLC
Community Bankers Panel - "Strategies to Provide P&C Insurance to the Banks Core Customer Base" Speaker: Brian Duffy, RSI Insurance Agency
Annuities/Wealth Management Panel - "New LTC Hybrid Annuities: Are They Right for Your Organization?" Moderator: Jim Rensel , Sales Quality Research Group, Speakers: Robert Carr, Jr., Commercial Brokerage Services, Inc.; Bryan Kucholtz, Comerica Wealth Management; Carol Flemma, M&I Financial Advisors; Scott Stathis Kehrer-LIMRA.
Thursday, September 23, 2010
Banker Power Breakfast
7:45 a.m. - 8:45 a.m.
"Peace of Mind Plan" Speakers: Kathy Lannen, Coverdell and Ed Navarro, Zurich Accident and Health Group - material will provided during session
"Medicare Gold Rush - How to Profit From It" Speakers: Bernie Lillis and Jon Hamilton, Insurance Dialogue - material will provided during session
Opening Ceremony
General Session
8:45 a.m. 10:00 a.m.
CONCURRENT BREAKOUT SESSIONS Series 1
10:30 a.m.-11:30 a.m. and repeat 11:30 a.m. - 12:30 p.m.
12:30 p.m. 2:00 p.m.
2: 00 p.m. 3:00 p.m. Concurrent General Sessions
Community Bank Session
Expanding the Revenue Stream in Changing Economic Times - Moderator: Val Teagarden, First United Insurance Group; Speakers: Ross Barnette , Central Insurance Services; Terry Mead, The Avon-Dixon Agency, LLC (Shore Bancshares); and Camors C. "Chris" Roth, Hancock Insurance Agency
Large Bank Session
Insurance Industry Overview from the Large Bank Perspective - Moderator: Rick Spickard , PNC Insurance Services; Speakers: Thomas Anderson , BW Insurance Agency, Inc.; Peter Dunlap, Huntington Insurance, Inc.; Joseph Fico, TD Insurance
CONCURRENT BREAKOUT SESSIONS Series 2
3:30 p.m. 4:30 p.m. and repeats 4:30 p.m. - 5:30 p.m.
Track 2A Direct Marketing- "Using Social Media as a Marketing Channel" Speakers: Robert Dudacek and Jedd Taylor, Wells Fargo Insurance Inc.
Track 2B Mergers & Acquisition - "Bank Owned Insurance Agencies: A Time to Buy or The Need to Sell?" Speaker: Markham McKnight, BancorpSouth Insurance Services
Track 2C Producer Management - "Managing to Grow Agency Revenue" Speaker: Peter Dunlap, Huntington Insurance Inc.
Track 2D Agency Management - "Using Technology to Increase Bank-Insurance Sales" Speakers: David Frank and Paul Fisher, Farmers National Bank
Track 2E Captive Management/Risk Management - "The Role of Bank Captives and Risk Management in Bank-Owned Agencies" Speakers: Nancy Korcinsky, PNC Insurance Services, LLC and Chris O'Donnell, M&T Bank
Track 2F Debt Protection Products - "Everything You Needed to Know About Compliance Credit Protection Products"Speakers: Jim McIntyre and Chrys Lemon, McIntyre & Lemon, PLLC and Jim Sivon, Barnette, Sivon and Natter, P.C.
Track 2G Other Agency Products and Services - "Selling Insurance to Bank Customers - News from the Front" Moderator: Neal Aton, Wells Fargo Insurance, Inc.; Speakers: Thomas Anderson, BW Insurance Agency, Inc. and J.Keith Pellerin, Bank of America
(Roundtable discussion, no handouts)
Friday, September 24, 2010
Banker Power Breakfast
8:00 a.m. 9:00 a.m.
"Retention, Loyalty and Engagement: Insurance Achieves All Three" Speaker: Wayne Conte, Affinion Group (material provided at the session)