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The 2011 ABIA Annual Conference, September 26 - 28, 2011

Breakout Sessions and Industry Panel Discussions

3:20 p.m. - 4:20 p.m. and repeat 4:20 p.m. - 5:20 p.m.

Agency Management, Sales and Operations "Bank Insurance Agency M&A Lessons Learned", Speaker: David DeMarco, Glen Falls National Bank & Trust

Annuties and Wealth Managemen Industry Panel- "Annuities in the Bank Channel 2011", Speakers: Judith Alexander, Beacon Research and Michael McGlothlin, Highland Capital Brokerage and moderated by Michael White, Michael White & Associates

Community Bankers - "Outside the Box! A Small Bank Strikes Fee Income Gold in its Customer Base!" Speaker: Brian Duffy, RSI Insurance

Compliance - "Is Your Agency Regulator Ready? Steps To prepare For an Examination Tomorrow" Speakers: Carrie B. Cote, and Judy Hotham TD Insurance, Inc.

P&C - "Flood Insurance Compliance 2011" Speakers: Pamela Lee Mount, Office of the Comptroller of the Currency and Ed Pasterick, FEMA/Mitigation Division/Risk Insurance and moderated by Mark DeLoach, PNC Insurance 

Emerging Trends and Ancillary Products "Leading Cost Centers to Profitable Contribution" Speaker: Michael McDonald, Wells Fargo

Tuesday, September 27, 2011

Banker Agency Power Breakfasts 7:00 a.m. - 8:15 a.m.

Bridging the Cultural Divide between Financial Institutions and Insurers tm - Sponsored by Affinion, Speakers: Wayne Conte, Affinion and Carmen Effron, CFEffron Company, LLC

Emerging Trends In Small Business Lending - Sponsored by Asterisk Financial, Speaker Mark Ricciardelli, Executive Director and CEO, Co-Founder of Asterisk Financial

General Session Speaker

Outlook on the Economy for 2011 Speaker: James Chessen, American Bankers Association

Concurrent Breakout Sessions - Series 1  10:15 a.m. - 11:15 a.m. and repeats 11:15 a.m. - 12:15 p.m.

Annuities/Wealth Management - "New Popularity for a Not-So-New Product - Market Linked CD's" Speakers: Peter Berneburg, CapitalOne Financial Advisors and Steven Saltzman, Saltzman and Associates

Compliance - "Basic Bank insurance Compliance: Everything you Could Ever Want to Know About It" Speakers: James McIntyre, Chrys Lemon and Adam Maarec, Mcintyre and Lemon, PLLC

Credit Insurance and Debt Cancellation- "Post Sale Credit Insurance-Debt Protection" Speakers: Mary Beth Sullivan, Huntington Insurance

Direct Marketing- "As PNC and National City Merged, So Did Their Identity Theft Solutions" Speakers: Frank F. Schuhle, III, and Brandon Ziroe, PNC Bank NA

Emerging Trends and Ancillary Products - "Mergers and Acquisition 2011 - Industry Panel" Speakers: Jim Campbell, Reagan Consulting, Louis Caltavuturo, Hales and Company and John Wepler, MarshBerry and moderated by Jeffrey Chesky, Insuritas, Inc

Life Insurance/Wealth Management - "How to Market Large Life Insurance Case Through an Audit Process" Speaker: Russell Brown, Spirit Financial

P&C - Personal and Commercial "Employee Benefit Challenges Under the New Health Law" Speaker: Dario Compolattaro, Kelly Insurance Services, LLC (Summit Financial Group)

Risk Management- "Key Drivers of Profitability: How Do You Maimize Profit in a Difficult Growth Environment?" Speaker: Joseph Teresi, First Niagara Risk Management

Concurrent Breakout Sessions - Series 2  1:30 PM - 2:30 PM and repeats 2:30 PM - 3:30 PM

Agency Managment, Sales and Operations- "What Is a Full Service Insurance Agency?" Speakers: Ronald Flaherty, Univest Insurance, Inc., Val Teagarden, First United Insurance Group and Sara Webb, BB&T Insurance and moderated by Val Jordan

Life Insurance/Wealth Management - "Partnering with Bank Advisors for Increased Life and Wealth Management Sales" Speaker: Lora Marcelli, Huntington Insurance, Inc..

Compliance - "Advanced Bank-Insurance Compliance: The Political and Regulatory Future" Speakers: Jim McIntyre, Chrys Lemon and Adam Maarec, McIntyre and Lemon, PLLC

Direct Marketing Industry Panel - "Direct Marketing Going Forward" Speakers: Chris Howard, Chubb Accident & Health, Edward Klayman, IMAC and Kathy Lannen and moderated by Wayne Conte, Affinion

Emerging Trends and Ancillary Products- "Health Care Brokerage Under the new Health Care Law" Speakers: James Gandolfo, PNC Treasury Consulting Group and Sue Grathwohl, Fifth Third Bank

Life Insurance Industry Panel- "The Leading Solutions for Life Insurance Sales In the Bank Channel" Speakers: Christopher Funk, Great West Life and Annuity Insurance Company, Tony Ianni, OneAmerica and Craig Simms, Vantis Life Insurance Company and moderated by Joan Cleveland, Prudential Financial

P&C-Personal and Commercial Industry Panel - "Solutions for Evolving Customer Needs" Speakers: Mike Lex, Nationwide National Partners, Christopher Taylor, Zurich North America and Joyce Van Ravenswaay, Ace American Insurance Company and moderated by Markham McKnight, BancorpSouth Insurance Services, Inc.

Wednesday, September 28, 2011

General Session

Credit Insurance and Debt Cancellation Panel" Future of Debt Cancellation" Speakers: Jane Carr, Assurant Solutions, Joe Noone, Transamerica Life and Protection, Thomas Ostenson, Aon Integramark and David Seidel, Securian and moderated by Chrys Lemon

Banker Agency Power Break "Identity Theft: New Rules of the Game" sponsored by CPP North America and speaker Michael Moran, CPP North America

Past and Future Growth of Bank-Owned Agencies: Observations from 30 Years in the C Suite Speaker: William Keeler, President and CEO, Connecting To Leaders, LLC
PricewaterhouseCoopers Report referenced in the presentation