CONFERENCE PROGRAM

Program schedule and speakers are subject to change.  

Please check this page regularly for program updates.

CONFERENCE KEY

To guide you through your conference experience, we've designated the sessions as follows:

(N) Networking Opportunity

(S) Strategic Session

(T) Tactical Session

Strategic Sessions will give you a top-down overview of current industry issues and define how to manage resources to meet challenges.

Tactical Workshops provide nuts and bolts content designed to send you home with actionable points and to identify the insurance product(s) that address the risks discussed.  These workshops are targeted for people new to the industry, those who would like a refresher course and community bankers.  Bring your junior staff!

SUNDAY, JANUARY 25, 2009  

Noon–5:30 p.m.

REGISTRATION

12:30–1:30 p.m.

COMMUNITY BANK / NEW ATTENDEES WELCOME LUNCHEON

Welcome and conference orientation for our first time and community bank attendees. You'll get an overview of sessions and schedules to help you get the most of your conference experience and set-up a peer network for throughout the Conference.

1:45–4:00 p.m.

RISK MANAGEMENT 101

(T) This hands-on session will review all the fundamentals. We'll look at:

        ·         How to buy insurance
·         Broker / underwriter selections
·         What is a bond
·         New World Acronyms 

And you'll take home action steps and sample RFPs and policies and  procedures.

Speaker:
Roger Haynes, Senior Vice President, William Gallagher and Associates

4:00-4:30 p.m.

Form 24 Update

(T) Opportunity for bank risk managers to hear first-hand why certain

revisions were made to Form 24 and also opportunity for you to provide

comments regarding the changes directly to the drafters – perhaps spurring

further

improvements to the form. 

8:30–9:30 a.m.

WHAT'S NEXT?

                        Clearly, economic events and the November election will greatly influence  
                        legislation and regulation that will dramatically alter the financial services
                        industry.  But, even putting the economy aside, the remainder of this year
                        and especially 2009 pose extremely difficult challenges that will shape our
                        industry's future for years to come.  We will be dealing with the restructuring
                        of the entire mortgage finance system; changes in the structure and role of
                        the regulators; bankruptcy and increased mergers.  Our regulatory and legal
                        panel will discuss how this will affect your risk exposure and insurance
                        coverages. 

                        9:45–10:45 a.m.

7:00–8:30 a.m.

TIME ALLOTTED TO MEET WITH CORPORATE PARTNERS

8:00–8:30AM

CONTINENTAL BREAKFAST               

8:30–9:45 a.m.

D&O AND THE CREDIT CRISIS

(S) The impact of the credit crisis on insurers is still evolving. As the subprime mortgage meltdown has spread into a global credit crisis, some analysts and investors have begun to worry about a wave of new lawsuits triggering claims on D&O liability policies. Are you positioned to handle an increase in claims from policyholders hit by the global credit crisis? Will your D&O coverage perform the way you need it to? What's the outlook for premiums? Is it a good time for Side A?

Speakers:

Jennifer J. Fahey, Managing Director, Aon Risk Services

Carol Zacharias, Senior Vice President, ACE USA

10:00-11:00 a.m

ALTERNATIVE SOLUTIONS TO BUYING INSURANCE

(S) What do you do when commercial insurance is not available? In this session, you'll learn how to insure outside the commercial market through risk retention and risk purchasing groups that represent a viable option to those unable to obtain liability coverage. Our speakers will run through a case study of what to consider — from a regulatory, legal, and financial standpoint — in creating your own group.

Speakers:
Frank Lagerstedt, Executive Director, Morgan Stanley
P. Bruce Wright, Partner, Dewey & LeBoeuf

11:00AM–Noon
CLAIMS MADE AND REPORTED 

(S) Claims Made and Reported: A Journey Through D&O, E&O and Other

Professional Lines of Insurance is a combination memoir, history and

overview of the professional lines insurance industry – mixing industry

history, glimpses at the companies and key individuals involved in its

development, and amusing anecdotes. Author Larry Goanos will share

many of these interesting and amusing stories he gathered while interviewing

over 400 people for the book and, in this interactive session, encourage

audience members to share aloud their own thoughts and memories about

some of the people and events who helped build the professional lines

insurance industry.  Come share the ups and downs and laughs of the times

we've experienced and through which we've persevered – a tonic for the days

ahead. 

Speaker:   

Larry Goanos, President, Professional Indemnity Agency, Inc.