Program | Insurance Risk Management Forum

7:30 AM - 5:00 PM

Registration

7:00 AM - 8:00 AM

Time Allotted to Meet with Corporate Partners

We know how important it is to have one-on-one meetings with your underwriters and brokers. We have allotted time for individual meetings.

7:30 AM - 8:00 AM

Continental Breakfast
Sponsored by Sompo

8:00 AM - 9:10 AM

Opening Welcome Keynote

Champions - Leading Through Change

Speaker:

• Cassi Chandler, CEO and Managing Partner, Vigeo Alliance

9:10 AM - 9:30 AM

Washington Update

How will the regulatory landscape impact insurance risk managers? Among this year’s sessions will be an important regulatory outlook delivered by Rob Nichols, President and CEO of the American Bankers Association. Don’t miss your chance to explore anticipated regulations and their impact on your insurance risk management strategy.

Speaker:

• Rob Nichols, President and CEO, American Bankers Association

9:30 AM - 9:45 AM

Break
Sponsored by Lockton

9:45 AM - 11:00 AM

General Session:

A Holistic Approach to Cybersecurity Preparedness in The Banking Sector

This session will discuss the evolved threat landscape facing banks and financial institutions of all sizes contemplating evolving operating environments and business models. We will explore an effective holistic cybersecurity preparedness strategy for financial institutions and examine the key decision points for banks in crafting a risk mitigation strategy with cybersecurity preparedness at the core. This session will also discuss the state of the cyber insurance markets and best practices to ensure that your cyber insurance program is generating maximum value within your bank’s risk framework. 

Speakers:

• Christian E. Hoffman, Global Cyber Leader, CEO Cyber Solutions NA, Aon
• Samantha Billy, Vice President and U.S. Broking Growth Leader – Cyber Solutions Group, Aon
• Kate Kuehn, Managing Director – Cyber Solutions Group, Aon

Moderator: 

• Joel Sulkes, Financial Institution Practice Leader, Aon

11:00 AM - 12:00 PM

General Session:

Your Journey to Resilience – Building A Stronger Organization 
Solving for Tomorrow's Risks, Today

The ongoing COVID-19 pandemic and other recent events have proven that some organizations are more resilient than others. But what makes these organizations different, and what steps should you and other business leaders take as a result? Now, more than ever, organizations across all industries must better identify, understand, and plan for the impacts of emerging risks: both on current operations and future business imperatives. This session analyzes the impact and interrelation of emerging risks across an organization's complete value chain. It provides increased visibility into exposures and identifies gaps in preparedness versus perception of preparedness.

Speakers:

• Reid Sawyer, Head, Emerging Risks Group, Marsh
• Rico Brandenburg, Partner, Oliver Wyman
• Tammi Ling, Head of Resilience Risk, Capital One

Moderator:

• Andrew Weisman, Managing Director, Risk & Insurance Management, Morgan Stanley

12:00 PM - 2:00 PM

Lunch on Your Own: Time Allotted to Meet with Corporate Partners
We know how important it is for you to be able to have one-on-one meetings with your underwriters and brokers. We have allotted these designated times for individual meetings.

2:00 PM - 3:00 PM

Learning Lab:

What Really Happens When You Negotiate with a Hacker: An Insider's View

In this webinar we will explore the mysterious world of ransomware extortion negotiations. You will hear directly from a professional ransomware extortion negotiator and dive into the multiple issues an organization may need to navigate in the facilitation of extortion payments. How do you get immediate access to bitcoin? Do hackers negotiate, and by how much? Do they return your data if you pay? How long does it take to get your data back and recover? Do they carry out their threats to destroy or publicize your sensitive data if you don't pay? What role does law enforcement play? What federal laws need to be complied with? How does cyber insurance play a part in all of this?

Speakers:

• John Farley, Cyber Practice Managing Director, Gallagher
• Evgueni Erchov, Head of Security Research & Strategy, Arete

3:00 PM - 3:45 PM

Learning Lab:

Biometrics: No Breach Needed for Liability or Insurance Coverage

Over the past year a number of courts have addressed the question of insurance coverage for alleged violations of biometric statutes. The insurance coverage decisions are mostly, though not universally, welcome news for businesses that have faced increasing numbers of lawsuits claiming improper collection, use or disclosures regarding biometric information. No data breach need have taken place for such claims to be made. As biometric data continues to be used at increasing rates, such claims are expected to increase. Understanding some of the key provisions in insurance policies can be valuable.

Speakers:

• Dennis J. Nolan, Shareholder, Co-Chair of Cyber Insurance Recovery, Anderson Kill
• John Leonard, Shareholder, Anderson Kill
• Teresa Wu, Vice President, IDEMIA

3:45 PM - 4:00 PM

Break
Sponsored by Starr Indemnity

4:00 PM - 5:00 PM

Learning Lab:

Climate Change & Insurable Risk

Unprecedented weather events are occurring in all regions around the globe! This session will highlight how insurance carriers are assessing these risks, followed by a discussion around how insurers can help customers understand and plan for the potential property exposure impacts of multi-cat perils resulting from climate change. Don’t miss this opportunity to join in as the Zurich team shares lessons learned and best practices your bank can consider implementing in order to best manage the risks associated with climate change.

Speakers:

• Stan Bernard, Vice President, Head of Financial Institutions and Professional Services, Zurich U.S. Middle Market
• Julie Bolton, Head of Middle Market Risk Engineering, Zurich
• Adam Hurley, Vice President, Property, Risk Engineering - Property, Zurich 

5:00 PM - 6:00 PM

Roadhouse-style Happy Hour
Sponsored by Aon, Marsh, Gallagher, WTW and EPIC
(All are welcome)

Join us at Martin’s Bar-B-Que Joint, located directly across the Omni, for the best BBQ in Nashville, an open bar, small bites and live music. All registered attendees are welcome to attend.

7:30 AM - 4:00 PM

Registration

7:00 AM - 8:00 AM

Time Allotted to Meet with Corporate Partners
We know how important it is for you to be able to have one-on-one meetings with your underwriters and brokers. We have allotted these designated times for individual meetings.

7:30 AM - 8:00 AM

Continental Breakfast
Sponsored by Allianz

8:00 AM - 9:00 AM

General Session:

The U.S. Economy in 2023

Gain a better understanding of market conditions, what may lay ahead and why. Elliott Eisenberg, the always entertaining “Bowtie Economist,” will discuss the latest data about the current and expected condition of the U.S. economy. Hear the most recent statistics on key topics including current economic growth prospects, the likelihood of a recession, inflation and the path of interest rates.

Speaker:

• Elliot F. Eisenberg, Ph.D., GraphsandLaughs, LLC

9:00 AM - 9:15 AM

Break
Sponsored by Canopius

9:15 AM - 9:35 AM

General Session:

Digital Assets Primer

What is a digital asset? This session will break down the different types of digital assets in the market.

Speaker:

• Brooke Ybarra, Senior Vice President, Office of Innovation, American Bankers Association

9:35 AM - 10:35 AM

General Session:

Digital Risk Mitigation: Protecting Digital Assets and Developing Regulatory Environment for Banks

This panel session will provide the audience with a deep dive into the digital assets insurance market and the regulatory landscape. Panelists will cover the current state of the insurance market in the space, where they see the market trending as well as the underwriting considerations for custody. The panel will also provide an overview of the current position for U.S. digital asset regulation and discuss where regulation is headed, as well as some of the key litigation shaping the space.

Speakers:

• Miguel Cano, FI FINEX, NA, Member of WTW Digital Assets Team
• Steven Palley, Partner, Brown Rudnick, Co-Chair Digital Commerce Practice
• Brooke Ybarra, Senior Vice President, Office of Innovation, American Bankers Association

Moderator:

• Bryan Forand, FINEX Commercial Middle Market Team Leader, WTW

10:35 AM - 11:00 AM

Break
Sponsored by Great American Insurance

11:00 AM - 12:00 PM

Learning Lab:

Blurred Lines: Cyber Risk & Fiduciary Liability

Cyber risk is universal. It transcends company size, geography, and industry vertical. Cyber risk has been blurring the lines of traditional insurance products for years now. The risk has pushed its way into general liability policies, property policies, crime policies, etc. Now we see it appearing in one of the sleepiest executive liability products - Fiduciary Liability Insurance. Cybercriminals are turning their sights on retirement plan assets: money and data. Will a traditional Fiduciary Liability Insurance policy adequately protect against this emerging, elusive, and potentially catastrophic risk? Come to this information session and find out!

Speakers:

• Daniel Healy, Partner, Brown Rudnick LLP
• Jose Jara, Counsel, Fox Rothschild, LLP

Moderator:

• Kelly S. Geary, Esq., ACP, CCP, CIPP/US, Managing Principal, National Practice Leader – Executive & Cyber Risk, EPIC

12:00 PM - 2:00 PM

Lunch On Your Own: Meet with Corporate Partners
We know how important it is for you to be able to have one-on-one meetings with your underwriters and brokers. We have allotted these designated times for individual meetings.

2:00 PM - 2:45 PM

Learning Lab:

Modeling – Data Analytics

The access to big data has transcended the way institutions and insurance companies use information to quantify, qualify and assess risk. Moreover, it has evolved to become a critical component in daily tactical transactions as well as establishing long-term strategies. This afternoon’s session will discuss P&C Insurance companies use of Risk Models in Risk Management, their structure and maturity. We will consider how results influence risk management practices as well as underwriting appetite, pricing, terms and conditions. In addition we will examine P&C Insurance companies use of Data Analytics and basic Data Analytics Models structure. Finally, we will offer commentaries on identifying and monitoring emerging risks and its impact on banking and financial institutions business activities and operations.

Speakers:

• Brendan Amott, Senior Vice President, Financial Institutions, Property & Casualty, Chubb
• Frances O’Brien, Deputy Chief Risk Officer, Chubb

2:45 PM - 3:00 PM

Break
Sponsored by Berkshire

3:00 PM - 4:30 PM

Corporate Partners Leadership Panel: Engaging Industry Insights

A much-anticipated staple of the ABA program, the Corporate Partners Leadership Panel will engage in a robust dialogue and debate on industry hot topics.

Panelists:

• Daniel Healy, Partner, Brown Rudnick LLP
• Justin Gilmore, Head of Financial Institutions, Financial Lines, AIG
• Alison Maclaren, Product Officer - Financial Institutions; Financial Lines – Technical Underwriting, ZNA
• Jacqueline Quintal, Managing Director & Digital Asset Leader, U.S. Financial Institutions Group, Marsh
• Kelly S. Geary, Esq., ACP, CCP, CIPP/US, Managing Principal, National Practice Leader – Executive & Cyber Risk, EPIC
• Stephen Troiano, Executive Vice President, Financial Institutions - North America Financial Lines, Chubb
• Joel Sulkes, Financial Institution Practice Leader, Aon
  
• Eileen Yuen, Managing Director, National Practice Leader Financial Institutions, Gallagher
  
• Heather Kane, U.S. Head of FINEX Financial Institutions, WTW
  
• Lauren M. Kim, Managing Director, Financial Institutions Group, NFP
  
• Lisa Micciche, Assistant Vice President, ABA Insurance Services

Moderator:

• Larry Goanos, Andros Risk Services

4:30 PM - 5:00 PM

Cocktails and Conversations
Sponsored by CAC Specialty

9:00 PM - 10:00 PM

Late Night Bermuda Markets Event on Broadway
(All are welcome)

After a busy day of networking, join us at LBS for live music with Allie Sealey, an open bar, small bites and some authentic Nashville honky-tonk. All registered attendees are welcome to attend.

7:30 AM - 12:00 PM

Registration

7:30 AM - 8:30 AM

Continental Breakfast
Sponsored by Aspen London

8:30 AM - 9:15 AM

Learning Lab:

The Evolving Role of Captives in Modern Risk Management Programs

As business and risk management processes advance, insurance captives have proven to be a nimble solution that can evolve with an organization. In this panel, a captive industry leader will moderate as a spectrum of captive owners discuss how they incorporate captives into the core of their risk management strategy. Expand your knowledge about best practices and new ideas to optimize risk transfer solutions.

Speakers:

• Lydia Britton, Senior Risk Manager, Insurance Risk Management, Operational Risk Management, Capital One
• Su Stuhr, Director of Corporate Insurance, Charles Schwab
• Allan Harris, Head of Risk & Insurance Management, Wells Fargo

Moderator:

• Michael Serricchio, Managing Director, Marsh Captive Solutions, Americas Sales & Advisory Leader

9:15 AM - 9:30 AM

Break
Sponsored by IronShore

9:30 AM - 10:30 AM

General Session:

What’s Happening in Delaware May Affect You More Than You Think

In the past two years, Delaware has become the nation’s center for resolving director and officer insurance disputes. Get the latest developments on key Delaware cases that address D&O disputes and insurance coverage issues, as well as 2022 amendments to the Delaware Corporations Code that allow businesses to use captive insurers to cover D&O risks. We’ll take a deep dive into what makes insurance coverage litigation in Delaware different from almost any other state. 

Speakers:

• David B. Goodwin, Covington & Burling LLP
• Jennifer Wasson, Potter Anderson & Corroon LLP
• Christine Haskett, Covington & Burling LLP

10:30 AM - 11:15 AM

General Session:

Looking Back, Looking Ahead

Lessons learned over the past two years. Key takeaways and a look ahead.

Speaker:

• Paul Benda, Senior Vice President, Operational Risk & Cybersecurity, American Bankers Association

11:15 AM - 11:30 AM

Chair's Closing Remarks

11:30 AM - 2:00 PM

Peer Exchange Luncheon