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Program | Insurance Risk Management Forum


The 2021 program is being developed. Take a look back at the 2020 program to see the types of sessions you can expect at next year's event.

2020 Program

  • Sunday, Jan 26

  • Monday, Jan 27

  • Tuesday, Jan 28

  • Wednesday, Jan 29

Sunday, Jan 26

11:30 AM - 4:00 PM

Registration Open

11:30 AM - 3:00 PM

Welcome Refreshments
- Sponsored by CNA

12:30 PM - 2:00 PM


Effective Phishing Campaigns

Session aims to tackle the issues and exposures around phishing and how a bank can best protect itself and its customers.

Social Engineering for Data

Discusses how Social Engineering can take the form of theft of data and not just theft of monies or funds and the resulting fall out.

Ransom & Cyber Extortion

Brings awareness to rise in ransomware attacks with discussions around the latest hacking techniques and defenses against file-encrypting malware

  • Ben Zviti, Senior Vice President, FI Cyber/Crime Leader, Financial Institutions Group, Marsh JLT Specialty
  • Nikki Ingram, Risk Engineer, Zurich

2:15 PM - 3:00 PM

Learning Lab: Mortgage Impairment = Value-added Coverage!

Risk mitigation for Mortgage Impairment exposures takes many forms…insurance is a key aspect that can add tremendous value on top of your firm’s processes and procedures while maximizing efficiency related to your real estate lending operations. Join this “101” session to learn the basics of the exposure, nuances of the coverage , the current state of the marketplace and some valuable claim management tips, tricks and pitfalls.

  • Gary Lund, Vice President, NFP Financial Institutions Products
  • Mark Flippen, Managing Director, NFP Financial Institutions Group

3:00 PM - 3:45 PM

Learning Lab: BPL Claims

Insurance claims under Bankers’ Professional Liability Policies are often complex and may be fraught with pit falls. Knowing what constitutes a covered insurance claim and providing timely notice of that claim can make the difference between recovering millions of dollars for your bank or forfeiting coverage altogether. This session will provide an overview of Bankers’ Professional Liability Policies, discuss best practices in making and managing a Bankers’ Professional Liability insurance claim, and provide an opportunity to have your questions answered by claims professionals.

  • Traci S. Rea, Partner, Reed Smith LLP
  • Thomas Sheffield, Managing Director, NFP

5:00 PM - 6:00 PM

Welcome Reception
- Sponsored by AIG

All registered attendees are welcome to attend.

Monday, Jan 27

7:30 AM - 4:00 PM


7:00 AM - 8:00 AM

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 Sompo

8:00 AM - 9:00 AM

Opening Welcome Keynote: Emerging Leadership Trends

Leadership is undergoing a radical transformation as we enter the third decade of the 21st century. Indeed, C-Level executives and managers at both large and small institutions are being challenged as never before by unprecedented changes in technology, demographics and the global economy. Responding and adapting to these sweeping shifts requires a breakthrough leadership approach that inspires people, builds community and establishes bonds of trust, commitment and connection. Simply put, the successful new leader for the 21st century must skillfully integrate an array of hard and soft traits and tools. This session will explain and analyze the six key trends that are causing disruption in our companies and organizations.

  • Betsy Myers, Leadership Expert, Author, Speaker, and Consultant, Myers Leadership

9:00 AM- 9:30 AM

Regulatory Outlook 2020

How will the 2020 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.

  • Rob Nichols, CEO and President, American Bankers Association

9:30 AM- 9:45 AM

- Sponsored by Lockton

9:45 AM- 10:30 AM

General Session: Underlying Driver of Securities Claims

While most securities claims funnel through as a disclosure issue - what are the underlying issues driving recent securities claims activity.

  • Moderator: Andrew Weisman, Managing Director, Risk & Insurance Management, Morgan Stanley
  • Jessica Perry Corley, Partner, King & Spalding
  • Kieran Hughes, Vice President, Directors & Officers, Financial Lines Claims, AIG Property Casualty

10:30 AM - 11:15 AM

General Session: Casualty Pricing - What's Driving It?

Understand trends with common driving habits including work-related distractions that affect them. Safeguard your bank with a distracted driving policy, encourage safer driving behaviors for company and personal vehicle use.

  • Chris Hayes, Second Vice President Transportation, Travelers Risk Control, Travelers

11:15 AM - 12:00 PM

General Session: Intellectual Property –The Risk Landscape - Threat & Opportunity

It is easier to copy a computer code than a car… With $20 trillion, or nearly 84% of the value of the S&P 500 represented by intangible assets, investment in intellectual property has changed the global landscape across industries and regions. The potential cost, disruption of revenue and damage to brand name make this an increased area of risk facing companies today. Banks can protect and maximize their most valuable asset in today's business world - their intellectual property - by leveraging strong analytical tools to provide a comprehensive approach to intellectual property strategy, valuation, insurance and risk management across their business.

  • Brian Hinman, Chief Innovation Officer, Aon
  • Nicholas Chmielewki, Chief Broking Officer for IP Solutions, Aon
  • Joel Sulkes, Global Financial Institutions, Practice Leader

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: Supply Chain Cyber Risk and Dependencies for Banks

Discussion on Supply Chain and 3rd party Dependencies for Cyber Risk.

  • Eulonda G, Skyles, Partner, BakerHostetler

2:45 PM - 3:30 PM

Learning Lab: Climate Change – Managing a New Financial Risk

Historically, banks have approached climate change through the lens of Corporate Social Responsibility (CSR). With increasingly high financial stakes, growing external pressures, and new regulations, the pure CSR approach is no longer sufficient. Climate change has become a financial risk for banks and must be treated as such.

  • Edwin Anderson, Partner, Financial Services, Oliver Wyman

3:30 PM - 3:45 PM

- Sponsored by Starr Indemnity

3:45 PM - 4:30 PM

Learning Lab: Anatomy of a CAT Claim – What to Do, How You Do, What You Need to Do

CAT claim handling - preparing for the before, during and after the event.

  • Matthew Witcher, Assistant Vice President, Claim Manager - North America Property Claims, Chubb

4:30 PM - 5:30 PM

FITNECH and Banking Digital Strategies

Marsh Women’s Networking Event

Marsh Emerging Risks Café

All registered bankers and invited guests are welcome

As banks continue to digitally transform, they must develop a clear strategy of how to engage with FINTECH firms. Join former White House FINTECH advisor Adrienne Harris and Marsh US FINPRO Practice Leader Michelle Sartain for a discussion on the evolving FINTECH sector, its impact on the insurance marketplace, and the role of women in banking. After the panel, we will continue the conversation over cocktails and hors d’oeuvres with your industry peers — we hope you can join us!

6:00 PM - 8:00 PM

Roaring 20's Event
- Sponsored by Aon, Marsh and Willis

All registered attendees are welcome to attend.

Tuesday, Jan 28

7:30 AM - 4:00 PM


7:00 AM - 8:00 AM

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 Argo Pro

8:00 AM - 8:45 AM

Opening General Session: Technology, Sensorization, and the Digital Economy

The #1 trend in risk management for the next 3 years is: technology that gives us the power to know more, about more things, with more certainty than ever. From auto fleet telematics that has birthed usage-based auto insurance … to industrial-grade wearables for workers’ compensation … and digital transactions, five-star rating systems, and digital trust that enables the sharing economy – the world is changing quickly. On one hand as consumers, it’s exciting. On the other hand, as commercial risk professionals, it’s daunting. What’s coming, how quickly, and what’s next? This session will give several case studies and a look to the future.

  • Robert Bauer, Head of Sharing Economy & Mobility Group, Marsh

8:45 AM - 9:00 AM

- Sponsored by Canopius

9:00 AM - 9:45 AM

General Session: Coverage Confusion: How Does Your Program Respond Following a Cyber Event

As social engineering claims are on the rise, risk managers are seeking to protect their organizations through Cyber and Fidelity programs. This session will reconcile the differences between these coverages, and explore potential enhancements and alternative approaches to combat this changing exposure.

  • Moderator: Peter Foster, Chairman, Cyber and Cyber Risk Solutions, Willis Towers Watson FINEX
  • Colleen Kutner, National Fidelity Resource, FINEX North America, Willis Towers Watson, Willis Americas Administration, Inc.
  • Aaron Seiter, ARM, Senior Vice President, Corporate Insurance Executive, The PNC Financial Services Group, Inc.
  • Melanie Witte, Esq., CIPP, US Senior Claims Specialist, Cyber Technology, Media Liability, AXA XL, a division of AXA

9:45 AM - 10:00 AM

- Sponsored by Great American Insurance

10:00 AM - 11:00 AM

General Session: A Walk on the Wild Side for Cyber Losses

Malicious threats like zero-day malware, ransomware, spyware and scareware are on the rise for financial institutions. In addition, cyber extortion, loss of critical operational data and electronic crime present cumulative risks that businesses must address.

The bigger question is what actually happens when these threats strike? And, what are the real ramifications should you fail to act in time, with the right response and without the right team by your side?

Let’s take a walk on the wild side and look at 2 actual cyber losses from start to finish. We will explore the good, bad and ugly of these real life events and let you judge if you are really ready if such an attack strikes your firm.

  • Serene Davis, Regional Cyber Leader, Beazley Group
  • Sue Yi, Breach Response Services, Beazley Group

11:00 AM - 12:00 PM

General Session: Whose Loss is it? Sifting Through Indemnity and Limitation of Liability Provisions and Aligning Insurance Coverage

Technology (cyber) vendors and other business counterparties are increasingly including indemnity and limitation of liability provisions in their contracts with banks. When these provisions do not compliment the insurance coverages the parties expect to be able to rely upon, disputes can arise. This panel will look at these issues in the context of real life examples, such as the PF Chang case.

  • Moderator: Lisa Grapek Drillich, Esq., Senior Vice President, Director, Corporate Risk Insurance, New York Community Bancorp, Inc.
  • Daniel J. Healy, Partner, Anderson Kill
  • Michael Quinn, Associate Managing Director, Cyber Security and Investigations, NA

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: Building an Effective Cyber Risk Culture: The Role of the Risk Manager

Although organizations in every industry sector have invested heavily in security technology to protect themselves from cyber-attacks, those attacks still happen. Corporate boards and other senior leaders have come to the realization that their greatest cyber vulnerability is their people, their employees. To address this challenge, organizations must focus on building more effective cyber risk cultures that change employee behavior for the better. Risk Managers, in collaboration with their CISO and HR colleagues, should play a prominent role in driving the risk culture discussion and ensuring that human capital resources are directed to where they can address the human element of the risk most effectively. This session will help Risk Managers collaborate around an understanding of the current “people risk” landscape, the four pillars of an effective cyber risk culture, and how each of us can help drive needed investment in this critical area.

  • Thomas M. Finan, FINEX Cyber/E&O Leader, Willis Tower Watson

2:45 PM - 3:00 PM

- Sponsored by Berkshire

3:00 PM - 4:30 PM

Corporate Partners Leadership Panel: Engaging Industry Insights

Broker and insurer leaders will exchange thoughts on a myriad of insurance and risk management topics including late-breaking current events and what the election results might mean to our industry.

  • Moderator: Larry Goanos, Chief Executive Officer, Andros Risk Services
  • Jerry Keup, CPCU, National Underwriting Officer| Bank and Diversified Financial, Travelers Bond & Specialty Insurance
  • Joel Sulkes, Global Financial Institutions Practice Leader, Aon
  • Eileen Yuen, Managing Director, Arthur J. Gallagher
  • Paul Huelbig, Managing Director, Financial Institutions Group, Marsh
  • Steven Boughal, Head of Diversified Financial Group, Zurich North America
  • Michael J. Read, Divisional Vice President, ABA Insurance Services
  • Kelly Geary, Esq., Managing Principal, National Cyber Practice Leader, EPIC Brokers
  • Daniel J. Healy, Partner, Anderson Kill
  • Carmela Inneo, North American Financial Institution Industry Leader, Willis Towers Watson
  • William Jennings, Underwriter, Beazley Group
  • David Lynders, Financial Institutions Executive, U.S & Canada, AIG
  • Michael Mollica, Executive Vice President, Chubb Specialty Insurance
  • Thomas Sheffield, Managing Director, NFP

5:00 PM - 7:00 PM

Gallagher Happy Hour

Outdoor patio at Bob’s Steak & Chop House

All registered bankers and invited guests are welcome

7:00 PM - 9:00 PM

Illuminate Event
- Sponsored by Aon, Marsh and Willis Towers Watson

All registered attendees are welcome to attend.

9:00 PM - 10:00 PM

Late Night Bermuda Markets Event

All registered attendees are welcome to attend.

Wednesday, Jan 29

7:30 AM - 12:00 PM


7:30 AM - 8:00 AM

Continental Breakfast
- Sponsored by Aspen London

8:00 AM - 8:45 AM

General Session: Privacy and Security Risks of Social Media

Social media has transformed the way people and businesses communicate and interact. It is a powerful tool for business marketing and advertising. Companies don't have the option to avoid using social media but there are significant privacy and security risks associated with its use.

  • Kelly Geary, Esq., Managing Principal, National Cyber Practice Leader, Epic
  • Stacey L. McGraw, Dykema/Member

8:45 AM - 9:30 AM

General Session: The Fourth Revolution – Digitization and Emerging Risks

Risk managers – are you your prepared for a fast pasted ‘emerging risk’ frontier plus, an increasing number of digital transformation strategies within your bank? Have you considered how your risk management program can acquire and leverage internal data to break through the silos in your Company; helping you better align your risk management programs to mitigate emerging risks and also, align with these digital business strategies? New data sources and use cases may also change your risk management focus.

  • Yvette Connor, Principal – Strategic Risk Management, Grant Thornton

9:30 AM - 9:45 AM


9:45 AM - 10:30 AM

General Session: A Deep Dive into Employee Related Practices Insurance

  • Emily Loupee, Area Senior Vice President, Management Liability Practice Group
  • Linda T. Pierce, Esq., Regional Claims Advocacy Leader – Northwest and Southwest Regions

10:30 AM - 11:30 AM

Risk Manager Panel

11:30 AM - 12:00 PM

Chair's Closing Remarks

12:00 PM - 2:00 PM

Peer Exchange Luncheon

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Keep Me Informed

Get updates on the Insurance Risk Management Forum as we develop this year's program. Contact Nyel Rountree if you have any questions.