Atlanta RIMS - Program Details

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Program Details

The Evolving State of Risk

Atlanta RIMS 2023 Educational Conference

February 2 - 3, 2023

Location: Cobb Galleria Centre - 2 Galleria Parkway SE, Atlanta, GA 30339

PROGRAM DETAILS

DAY 1: Thursday, February 2, 2023

7:30 - 8:30 AM Registration & Breakfast

8:30 - 8:45 AM Welcome & Opening Remarks

Jami Willingham, Chapter President, Atlanta RIMS
Brian Nulty, Conference Chair, 2023 Educational Conference

8:45 - 10:00 AM KEYNOTE GENERAL SESSION

Camille Oakes, CEO, Better Safety

Camille Oakes, CSP, SMS, CIT is a 15 year veteran of Safety and Health. As the founder of Better Safety, Camille consults with companies to employ better training, better culture and better business practices. She specializes in working with organizations in trouble—poor safety performance, high injury rates, and low morale—and engaging with all levels to sustain improvement that actually works. Better Safety also works with organizational safety professionals as a leadership development coach fostering emotional intelligence skills, professional development, and strengths-based career planning. Camille is also sought-after speaker for conferences and workshops, teaching safety professionals how to get more results.

Camille holds a B.S. in Safety Science from Embry-Riddle Aeronautical University, and a Masters of Engineering in Advanced Safety and Engineering Management from the University of Alabama at Birmingham. As well, she has earned a number of meaningful industry acronyms, including Certified Safety Professional (CSP). She lives in Atlanta with her partner, Ted, and their two kids.

Session A1:

Claims Management: Learn How Integrated Programs Can Improve Process, Enhance Employee Experience, and Impact Productivity

Leah Hightower, Manager of Work Comp - Delta Airlines
Leah Cooper, Managing Director, Global Consumer Technology - Sedgwick

Leading employers are known for their innovative thinking and willingness to explore new approaches to streamlining business. In this session, attendees will get a firsthand look at a claims model that integrates workers’ compensation, disability claims and leave of absence requests. Specifically, the discussion will center on workers’ compensation challenges faced by a leading airline and the custom programs that have been developed and deployed to meet employee needs and enhance productivity. See how the organization eliminated barriers established by the traditional workers’ compensation model by limiting utilization review in non-mandatory states and reducing independent medical examinations where possible. Look at how the company implemented a fast-track process for disability claims that reduces paperwork and claims approval time. The importance and use of client service instructions and the need to update them to reflect new procedures will also be addressed. Finally, attendees will get a glimpse of results related to program effectiveness, improved employee experience, and impact on productivity. Join us in this engaging conversation for practical solutions and ideas.

Presenters:

Leah Hightower is Manager of Workers’ Compensation for Delta Air Lines. A Georgia State University graduate, she has been with the airlines since 2005. Delta serves nearly 200 million people every year, taking customers across its global network to more than 300 destinations in over 50 countries.

Leah Cooper is the Managing Director of Global Consumer Technology for Sedgwick. In her role there, she holds responsibility for all client-facing technology, including platforms dedicated to claim inquiry, intake, and online claims reporting capabilities. Additionally, Ms. Cooper oversees programs related to Sedgwick’s technology innovation labs.

In 2020, she initiated and led team to design and build new global intake platform, which is now Sedgwick’s leading-edge, cloud-based, multilingual platform that enables web-based or API-driven submission of claims. The platform incorporates AI engines for policy validation, external data source integration, automated triage and decision-making. For its innovation and transformative approach to AI-driven business process, Global Intake was the recipient of the CIO 100 Award and Business Insurance Innovation Awards in 2020, and the Marsh Quinley Award for Innovation in 2021. Also Ms. Cooper was recently awarded the Business Insurance 2022 Women to Watch award.

Additionally, Ms. Cooper works closely every day with Sedgwick’s Sales and Customer Service organizations. Representing Sedgwick’s drive for technology innovation, in the past 3 years she has participated in more than 100 sales presentations with clients to explain Sedgwick’s market-leading tech solutions and first-to-market automation programs. Furthermore she has or participated in several national conferences, speaking on advancements in technology and AI within the insurance industry.

Prior to joining Sedgwick, Ms. Cooper was the co-founder and CIO of Absentys LLC, a software company focused on technology products in the leave management and accommodation management space. Ms. Cooper oversaw all design and development enterprises for their software suite, which includes the LeaveLink and ADALink products now marketed by Sedgwick.

Ms. Cooper began her career at Unum Corporation, where she headed up initiatives in customer services, producer compensation and FMLA administration. She received her Bachelor’s degree in Economics and Theater from Vanderbilt University, and has recently completed Harvard Business School’s online certification program in Disruptive Strategy.

Session A2:

The Emerging Intellectual Property Market During a Recessionary Period

Peter Holtz

This session will focus on the importance of Intellectual Property (IP) liability insurance, how has it evolved, and why companies need it. The IP marketplace continues to grow with new capacity, improved insurer appetite, and expanding coverage. As a result, client demand is also growing, with submissions into the market increasing by 200%+ in the last 2 years.

Presenter:

Peter Holtz currently serves as the leader of Commercial IP Risk within Aon’s Intellectual Property practice, with responsibilities for IP risk transfer product development, vendor risk management, IP risk transfer advisory & placement, and business development. Peter also supports Aon IP Solutions’ strategic initiatives and advisory for large and complex clients. Peter joined Aon in 2015. Prior to his role with Aon IP Solutions, he served as an associate and strategic account manager for Aon’s M&A and Transaction Solutions practice, with responsibilities for day-to-day management of private equity clients. Peter’s areas of expertise include: intellectual property, complex coverage analysis, supply chain and vendor risk management, parent company spin-outs, transaction liability products, and portfolio analysis. Peter received his Bachelor of Arts in economics and political science from Hobart College. Peter holds an Associate in Risk Management (ARM).

Session A3:
How to Be a Moral Rebel

Fred Smith, Managing Director, Marsh

Establishing a successful workplace diversity program involves creating opportunities for continued engagement and inclusion and a feeling of “belonging.” Mentoring and sponsorship play a key part in retaining diverse talent and are critical to developing opportunities for skill development and career progression. The panel, made up of professionals at varying stages of their careers, from early-level, mid-level to senior-level, will share their individual career experiences, perspectives on mentorship and sponsorship in the workplace and how to attack DEI as an industry-wide issue.

Presenter:

Fred Smith is a Managing Director at Mash, leading their corporate business in the Greater Mid-Atlantic region. Fred also co-leads the US Inclusion Diversity and Belonging Council at Marsh. He is a graduate of the University of Florida and Harvard Business School.

11:45 - 1:15 PM KEYNOTE LUNCHEON

John F. King, Insurance and Fire Safety Commissioner - State of Georgia

John F. King was sworn in as Georgia’s Insurance and Safety Fire Commissioner by Governor Brian Kemp on July 1, 2019, becoming the first Hispanic statewide official in state history.

Before becoming Doraville Chief of Police, Commissioner King served the Department in many capacities, including as a Detective and Deputy Chief over enforcement operations. Prior to that, Commissioner King was an Atlanta police officer beginning in 1985. While at the Atlanta Police Department, he worked various assignments including Red Dog, Organized Crime/Intelligence.

Commissioner King’s career also includes assignments to both FBI and DEA as a Task Force Agent. In 1987, while at the Atlanta Police Department, King received the Chief’s Blue Star for being injured in the line of duty as a result of criminal attack with a firearm.

A native of Mexico, King made a meaningful impact by building bridges among Doraville’s diverse populations and implementing youth education and crime-prevention programs in his role as Chief of Police. Recognizing the international composition of Doraville’s community, King made it a priority to hire bilingual police officers, place multiple languages on police cars, and ensure effective translators and public defenders were employed at the City Courthouse. Commissioner King’s initiatives include Anti-Gang education programs for elementary school students and parents. He worked with the Hispanic Chamber of Commerce to establish an education program for prospective small business entrepreneurs and worked with state, county, and local leaders to implement a safety and speed reduction program targeted to Buford Highway to reduce the number of pedestrian fatalities. Commissioner King is also a member of Leadership DeKalb.

In addition to his former roles in the Atlanta and Doraville Police Departments, King serves as a Major General in the U.S. Army National Guard assigned to NORAD and U.S. Northern Command. King was the former Commander of the 48th Infantry Brigade Combat Team and has deployed to Bosnia-Herzegovina, Iraq, and Afghanistan. He served as the Military Advisor to the Deputy Minister of Interior for Security for Afghanistan, who oversaw an agency of over 96,000 police officers.

Commissioner King has won many awards for military and public services, including the Bronze Star Medal and Combat Infantryman Badge, the Meritorious Service Medal, and a NATO award for his service in both Bosnia and Afghanistan, among others. He also received the El Salvador gold medal for achievement in 2006.

King received his Bachelor’s of Arts degree in criminal justice and public administration from Brenau University and a Master’s Degree in Strategic Studies from the U.S. Army War College. Commissioner King was a graduate of class #229 in the FBI National Academy in Quantico, VA, and a graduate of the Georgia International Law Enforcement Exchange program to Israel (GILEE).

Commissioner King is also fluent in Spanish.

Session B1:

How Make Your Point Stick - Presentation Techniques for Risk Professionals

Jeff Esper, Vice President of Risk Solutions at Sigma7

Presenter:

Jeff Esper is the Vice President of Risk Solutions at Sigma7, a new kind of risk services platform company. In Jeff’s current role, he works with clients, risk managers, brokers, consultants, and attorneys to deliver risk solutions for a wide variety of exposures. His expertise is in developing solutions for clients in the area of loss control engineering, risk quantification, integrated risks and loss recovery.

In addition to these skills, Jeff was a three-time semi-finalist in the World Championship of Public Speaking and since joining this industry, he has been a regular speaker at risk management events on various topics including a RIMS PERK Program on presentation skills which he has presented at chapter meetings, regional RIMS conferences and the RIMS annual international conference.

Session B2:
View from the CUO

Bruce Griffin, Vice President, Excess / U.S. Casualty, Chief Underwriting Officer - Everest Insurance®
Dennis Gildea

From climate events to litigation claims, today’s businesses must navigate a world of risk. Understand and address these challenges and stay on top of the latest risk trends while gaining a unique window into the global insurance market and the most effective risk mitigation strategies.

Presenters:

Bruce Griffin joined Everest Insurance® as Vice President and Director of Underwriting for Excess Casualty November 2015, and effective January 2019, he transitioned to the role of Chief Underwriting Officer for the U.S. Casualty Division. He joined from Liberty International Underwriters where he was responsible for building out Liberty’s casualty offering for the West Coast regional office. Bruce has more than 35 years of experience in casualty, including primary general liability, automobile and workers compensation lines. For the past 25 years, his focus has been in the excess casualty space for both admitted and non-admitted business. He has had various leadership roles at AIG in the US and in London as a Senior Vice President and Head of Excess Casualty for AIG Europe. Bruce also has experience in the broking sector in his capacity as Senior Vice President with Marsh and AON.

Dennis Gildea

Session B3
Define Your Risk Appetite, Increase ROI on Your Risk Management Spend, and Influence Your Actuary’s Opinion of Your Reserves

Adam Lewis, Senior Principal & Office Leader/Consultant - Oliver Wyman

Most risk managers are tasked with similar goals: improve safety and reduce costs. However, how does one weigh the tradeoff between reducing insurance costs and increasing exposure to a catastrophic event? How does one assess whether a new insurance program or cost reduction initiative is worthwhile? And even if there is a perceived saving, how does one convince her or her carrier’s actuary that savings do exist? This session will provide both a broker’s and an independent actuary’s view of quantifying the tradeoff in dollars saved vs. increased exposure to a catastrophic event, beginning with the exercise of defining a risk appetite. This view will then be leveraged in discussing how to measure ROI on insurance spend holistically, and how to identify specific opportunities for improved outcomes and reduced spending. The session will also include an actuary’s take on how best to make a compelling argument on a meaningful change in experience after a cost reduction initiative is put into place.

Presenters:

Adam Lewis is a Senior Principal and Office Leader of the Atlanta, GA office of Oliver Wyman Actuarial Consulting, Inc. As a client relationship manager to entities with retained property and casualty risk, he is regularly charged with leveraging historical data to derive insight and to estimate future liabilities. Adam has presented at various risk management conferences and university settings on actuarial topics, with a recent focus in data analytics. He specializes in unpaid claim analyses of self-insured property and casualty lines for mid-sized to large corporate clients, as well as the allocation of those liabilities. His analyses cover many lines of business, including workers compensation, general liability and auto liability.

Session C1:
Depositions of Company Employees

Joseph Menello, Managing Partner - Wicker, Smith, O’Hara, McCoy & Ford, P.A.

This session will explore the different types of depositions and their role in the overall discovery process. Participants will also hear about the scope and breadth of discovery in Georgia and how this provides fertile grounds for abuse by the plaintiffs’ bar. This will be followed by a discussion on strategies that can be implemented to limit or prevent certain depositions from taking place.

Presenter:

Joseph P. Menello is a partner in Wicker Smith’s Atlanta office. Mr. Menello’s civil trial practice has focused primarily on the defense of professional and corporate institutions, as well as individuals. He has defended cases involving medical malpractice, premises liability, automobile liability, general civil litigation and professional negligence, covering a wide range of complex legal and medical issues. Mr. Menello is an active member of both the Georgia and Florida Bar Associations.

Mr. Menello earned his Bachelor of Arts degree with honors in 1994 from Florida State University and continued on to receive his Juris Doctor with honors in 1998. He was admitted to practice in the State of Georgia in 2021 and the State of Florida in 1998. He is also admitted in the U.S. District Court, Middle District of Florida, Northern District of Florida and Northern District of Georgia. Mr. Menello has earned a Martindale Hubbell’s highest AV Preeminent rating from his peers. He is also an active member of the American Board of Trial Advocates (ABOTA), Georgia Defense Lawyers Association and Claims and Litigation Management (CLM).

Session C2:
Bespoke Risk Management: Alternative Risk Transfer/Captives' Utilization in an Evolving Market

Parag Bavishi, Chief Underwriting Officer - USQRisk Holding
Cyril Neyme, Head of Americas Alternative Solutions - SCOR
Aiden Joo, Head of N. America Alternative Risk Transfer - Marsh

This presentation will provide an overview of the current hard market conditions and discuss specific business segments and coverage lines being impacted and how current market condition is introducing larger uncertainty when it comes to budgeting for insurance spend over long term?

The focus of the presentation will then shift towards, why risk managers should explore alternative risk financing techniques which include the use of structured solutions and captives. How alternative risk financing techniques provide more certainty over longer period of time when compared to traditional risk transfer mechanism? We will also introduce how more readily availability source of data is leading to development of more parametric solutions and give some insight into how more alternative capital is entering within the insurance segment, this goes beyond just CAT bonds.

Attendees will walk away with tools which allow them to think about risk more holistically and allow them to internally challenge how efficient is their current insurance program and if there is a way to optimize the current insurance program relative to company specific risk tolerance.

Presenters:

Parag Bavishi is a Co-founder of USQRisk Group (USQ) and Chief Underwriting Officer having 20+ years of experience in Alternative Risk Transfer/Risk Finance (re)insurance. Parag currently is overseeing pricing, underwriting and portfolio management with USQ and maintains the (re)insurance relationships for the Alternative Risk Transfer business.

Prior to joining USQ, Parag held senior executive roles in underwriting and actuarial functions at Allianz, Northbridge and Zurich. Parag holds a PhD in Quantitative Finance and a Master’s in Chemical Engineering from Imperial College of Science Technology and Medicine, London, UK.

Cyril Neyme is currently Vice-President, Senior Underwriter, Head of Americas in the Alternative Solutions team at SCOR. He is based in the New York City office. He is responsible for managing the Alternative Solutions portfolio in the Americas region, across both Insurance and Reinsurance.

Cyril has 13 years of experience in the (re)insurance industry, with roles spanning Risk Management, actuarial modeling, strategy and underwriting. Prior to this role he spent 4 years underwriting Casualty Treaties in the US market, and before that was in charge of SCOR P&C strategic planning in the Paris headquarters.

Cyril graduated from Ecole Centrale Paris (now CentraleSupelec) with a Master’s in Engineering and is a member of the French Institute of Actuaries. He holds the CPCU as well as ARe designations.

Aiden Joo is the Head of North America, Alternative Risk Transfer Group at Marsh, focusing on alternative risk transfer (ART). He is based in the New York City office.

In this role, he is responsible for managing and leading the ART Group in coordinating the delivery of all of Marsh’s ART resources to clients, supervising client teams, developing marketplace strategies, and crafting solutions for unusual business and insurance risks. Aiden’s expertise with clients’ complex risk financing and management needs includes the design of both traditional and alternative risk programs, such as Bespoke Risk Transfer, Performance Warranty Insurance, Structured Risk Programs, Integrated Programs, Parametric Solution and Non-Damage Business Interruption.

Aiden joined Marsh in October 2019 with more than 17 years in the underwriting business. He has designed and delivered ART solutions that address the needs of large and sophisticated corporate clients. He also has been responsible for business development and marketing efforts to open new distribution channels and build robust business pipelines.

Session C3
Financial Lines Market Update

Charlie Higham, Vice President and Head of Financial and Professional Liability - Everest Insurance

Presenters:

Charlie Higham is the Vice President and Head of Financial and Professional Liability for Everest Insurance and is responsible for the oversight and execution of strategic growth within the management and professional liability lines of business for Everest Insurance, including Cyber, Public and Private D&O, E&O, and Financial Institutions. Prior to his current role, Charlie was the Head of Financial Institutions for Everest Insurance. Charlie joined Everest from Zurich North America, where he led the Diversified Financial Group. Charlie started his career at Gulf Insurance Group and has held several management and underwriting positions in the international and financial institution groups at both The Hartford and Arch Insurance Group.

Session D1:
Property Insurance Panel

Rick Stewart, Client Service Manager - FM Global
Matt Ward, Director, Risk Management - Home Depot
Lindsay Shipper, Managing Director - Marsh

Presenters:

Charles R. (Rick) Stewart is operations vice president, client service manager for FM Global’s Atlanta Operations.

Stewart was appointed client service manager in 2015 after serving as the operations engineering manager from late 2011. Prior he was the group manager account engineering, and a senior account manager for FM Global Atlanta Operations. He also served as a senior account manager after his role as the Engineering Manager for FM Global Forest Products Operations in Dallas, TX. Stewart has spent more than 37 years with FM Global. Stewart has also previously served as an account manager, account engineer, and a field engineer. He joined the company in 1986.

Stewart is a graduate of University of Memphis with a Bachelor of Manufacturing Engineering Technology.

Matt Ward is the Director, Risk Management at The Home Depot, the world’s largest home improvement retailer. In Matt’s current role, he works with stakeholders throughout the organization to drive decisions to retain or transfer risk for the overall organization. Where possible, Matt employs data-based decision-making strategies to maximize the value of the insurance dollars spent in the marketplace to optimize the company’s risk vs reward tradeoff.

Matt received his Bachelor or Business Administration in Risk Management and Insurance from the University of Georgia and MBA from Auburn University.

Lindsay Shipper is Marsh’s Southeast Zone Property Practice Leader, responsible for overseeing all property account activity out of Marsh’s nine southeast offices, representing over 425 placements in all industries with more than $1.25 billion of premium placed.

In addition to her management responsibilities, she is directly involved in the development, design and implementation of the most complex insurance programs in Marsh’s Southeast Zone. With a focus on catastrophe-driven accounts, Lindsay’s industry focuses include manufacturing, real estate, hospitality, retail, and public entity.

In 2016, Lindsay helped to establish Marsh’s Restaurant Center of Excellence, where she leads the Atlanta-based property broking team responsible for all restaurant placements nationally. In addition to marketing restaurant account renewals, the Center of Excellence provides a production resource for national producers.

Session D2:
Rethinking the Impact of Disruption on Enterprise Risk Management Tools and Processes

Ward Ching, Head, Strategic Solutions & Innovations Group - Aon

In today’s world, it has never been more critical to understand the definition, sources, and economic, social and operational impacts of disruption on an organization. In fact, the ability to detect and recognize sources and impacts of risk and disruption, whether due to technological innovation, shifts in societal values, or unintended consequences of pandemic disease control, may determine the commercial survival of a business or organizational entity.

Presenter:

Ward Ching is Chairman and Head of the Aon Strategic Solutions & Innovation Group for US Operations. He is located in San Francisco, California.

Prior to joining Aon, Ward was Vice President, Risk Management Operations at Safeway Inc. located in Pleasanton, California. His responsibilities included Enterprise Risk Management, Integrated Risk Finance, Hazard Loss Control, Environmental Compliance, Property Risk Control/Engineering and a variety of retail, distribution, and manufacturing risk management initiatives, including Safeway’s Culture of Safety. Prior to joining Safeway, Ward was a Principal at Towers Perrin and a Managing Director at Marsh.

Ward is a frequent author and speaker on the subjects of Strategic and Enterprise Risk Management, the use of NextGen analytics, and structured risk finance. He has been working closely with several research and business organizations, such as the Risk and Insurance Management Society and several University Business Schools to investigate and report on complex enterprise risk issues, methods and solutions.

Ward is Adjunct Professor of Management in the Marshall Business School at the University of Southern California, teaching Insurance and Risk Management courses at the undergraduate level.

Ward is a member of the Chief Risk Officer Advisory Council, George Mason University Chief Risk Officer Program that supports the academic and applied development of the next generation of Chief Risk Officers.

Ward is Chairman of the RIMS Certified Risk Management Professional Commission, which administers and manages the RIMS CRMP Certification program on a global basis.

Session D3:
Next Generation of Risk Management & Insurance: Attracting New Talent to the Industry

Tandeka Nomvete, Director of External Engagement - Spencer Educational Foundation
Malcolm Earl, Student - Georgia State University
Angelina Lam, Professional Risk Underwriter - Westchester
Safiya Reid, Director of Diversity, Equity, & Inclusion - PURE Group of Insurance Companies

The Risk Management and Insurance (RMI) profession is facing an impending shortage of up-and-coming talent, and positioning RMI as an attractive and fulfilling career path is all the more pressing. How can the industry make strides in fostering the next generation of risk professionals? This panel of industry professionals and current students will engage in a meaningful discussion about young talent. We will explore the factors which current students prioritize when pursuing careers in the industry, and how RMI professionals can attract more students to follow suit.

Presenters:

Tandeka Nomvete graduated from Georgia State University in 2013 with a BBA in Risk Management & Insurance and a minor in Actuarial Science. She then started her career with Marsh as an Associate Account Executive and worked for the commercial insurance brokerage for 5 years.

Currently, Tandeka is the Director of External Engagement at Spencer Education Foundation, the industry’s premier non-profit organization that funds the education of tomorrow’s Risk Management and Insurance leaders. She manages Spencer’s Internship Grants Program and leads external relations efforts with the Foundation’s various stakeholder groups, including managing the mentorship program, webinar series for students, local RIMS chapters, Spencer alumni, and more.

In addition to her work experience, Tandeka has received several industry awards, the most recent being the 2022 RISE Award: 35 under 35.

Malcolm Earl is a college senior majoring in Risk Management and Insurance at Georgia State University. Upon graduation, he desires to pursue a career within the RMI industry and is open to Risk Management, Brokerage, and/or the Loss Control sectors. To gain as much expertise as possible about the inner workings of Risk Management and Insurance, he has joined various RMI community organizations, including Gamma Iota Sigma where he obtained a student leader position as External Relations Officer.

Angelia Lam is a recent graduate from Florida State University, where she studied Risk Management, Insurance, and Real Estate. While in college, she was part of the FSU Honors program, was awarded a Spencer Scholarship, and interned in the Risk Management department at The Walt Disney Company.

Upon graduation, she moved to Atlanta, GA and obtained a full-time role as an Underwriter at Westchester (Chubb) and has been working in the industry for over two years. She obtained her CPCU designation and remains an active member of the Atlanta RMI community by volunteering with nonprofits, joining associations, and participating in various local industry events.

Safiya Reid, originally from Brooklyn, NY, made Atlanta, GA home when she moved to attain her Bachelor’s in Economics and Master’s in Communication from Spelman College and Georgia State University, respectively.

Since then, Safiya has honed operational skills in the pharmaceutical, merchant processing, radio, and market research industries. Now she has the pleasure of leading PURE Insurance’s Diversity, Equity & Inclusion efforts, where she is avidly committed to fostering environments where everyone has an equitable chance to learn, develop and succeed, and where all feel welcome, safe and supported to do their best work.

5:00 - 7:00 PM HAPPY HOUR RECEPTION

DAY 2: Friday, February 3, 2023

7:30 - 8:30 AM Registration & Breakfast

8:30 - 12:00 PM Breakout Sessions (Choose E1 + E2 or F1)

8:30 - 9:30 AM

Session E1:
Small Differences, Big Consequences: Case Studies Examining the Impact of Coverage Language Nuances on Claim Outcomes

Joseph Englert, Partner - McGuire Woods LLP
Jacob Parsons, Managing Director - The Claro Group, LLC
Shelby Guilbert Jr., Partner - McGuire Woods LLP

The presentation will present several case studies demonstrating how seemingly innocuous differences in certain key coverage provisions can have dramatic impact on claim outcomes. The lessons learned for these case studies provide insights that will assist risk and insurance professionals to better understand key coverage provisions and ultimately make more informed purchasing decisions.

Presenters:

Joe Englert represents insurance policyholders in all aspects of insurance coverage disputes including complex litigation and arbitration matters relating to property damage, bad faith claims, directors and officers liability (D&O), professional liability / errors and omissions (E&O), cyber /privacy liability, government expropriation, product liability and advertising injury, as well as advising clients in obtaining best in class terms and conditions with U.S. and international insurers for commercial property, D&O, E&O, representation and warranty, cyber, political risk, and other lines of insurance coverage.

Joe’s clients span a multitude of industries, including financial institutions, energy and infrastructure companies, restaurants and hospitality companies, and manufacturing companies. He represents insurance brokers against professional negligence claims involving complex coverage issues.

Jacob Parsons is an Atlanta based Managing Director in The Claro Group’s Disputes, Claims and Investigations Practice. He has over 20 years of experience assisting commercial policyholders quantify, prepare, and present complex property damage, business interruption, delay-in-completion, cyber, pollution and liability insurance claims. Jake has led forensic accounting and claim consulting assignments for clients across a wide range of industries involving losses stemming from all types of perils, including earthquakes, floods, fires, hurricanes, water intrusion, tornados, oil spills, communicable disease, cyber breaches and construction defects. His efforts have contributed to over a billion dollars in insurance recoveries.

Shelby Guilbert represents businesses, financial institutions, and healthcare providers in insurance recovery actions, high-stakes contract disputes and cross-border litigation. He has recovered over a billion dollars from insurance companies in the U.S. and international markets on behalf of his policyholder clients.

Shelby has handled matters in state and federal courts around the country at the trial and appellate levels. He routinely handles cross-border disputes in domestic and international arbitration, and he has substantial experience advising clients on claims arising under policies issued by the London and Bermuda markets.

9:45 - 10:45 AM

Session E2:

The Critical Elements Risk Managers Must Know to Secure Cyber Insurance

Drew Bazemore, Director, Cyber & Risks Mitigation - Young & Associates

The presentation will focus on providing the Risk Manager with the necessary tools and information to prepare their organization to obtain cyber insurance coverage and raise their cyber security posture to better protect their organization from cyber threats. The presentation will provide information on the key cyber areas that an organization will need to focus on to qualify for cyber insurance and better prepare an organization to be more resilient to cyber threats.

With ever-increasing cyber risk and the increased cost of mitigating a successful cyber-attack it has caused cyber insurance providers to rigorously scrutinize an organization’s cyber hygiene and cyber security posture prior to writing a cyber policy.

The presentation will demonstrate how to audit your own cyber security posture, determine necessary actions to be cyber compliant and implement those actions to secure a cyber insurance policy.

Presenter:

Prior to joining the team at Young & Associates as the Director of Cyber & Risk Mitigation Drew Bazemore served as the Director of the Digital Evidence Forensic Lab (DEFL) in the Orlando Field Office with the United States Secret Service. His career with the Secret Service began in 1999 as a Special Agent. He completed multiple investigative and protective assignments with the Secret Service including a permanent protective detail assignment on the Vice President’s Detail. During his tenure with the Secret Service, he was a Certified Computer Forensic Examiner, deemed a Subject Matter Expert (SME) in the field of Cyber Security by the USSS and regarded an expert witness in the field of digital forensics by the Federal Courts. Additionally, Drew frequently served as a keynote speaker, SME, and panelist at area events regarding cyber awareness and cyber hygiene.

11:00 -12:00 PM

Session E3:

Shootings, Terrorism & Insurance in the Post-COVID-19 World

Morgan Shrubb, Head of Terrorism Insurance, Americas - AXA-XL
Peter Doherty, Head of Crisis Response - S-RM
Rob Burtom, Consiltant - S-RM

This interactive session will be led by both AXA XL War, Terrorism and Political Violence Insurance Underwriters and S-RM Crises Response Experts. The experts will present on best practice preparedness for an active assailant event providing strategies on how to create a resilient crisis management response plan. The session will include a live crisis management simulation to demonstrate what might happen during and immediately following an active assailant event. The simulation exercise covers all aspects of a crisis scenario including the media calling, the executive team or company Board calling, law enforcement calling, all at the same time demanding updates and explanations. During the exercise, the experts will emphasize best practices how to handle the situation, but also show risk managers and business owners a real-life simulation on what their day would look like if an active assailant event were to happen at one of their locations. The session will close with an open Q&A addressing lessons learned and best practices.

Presenters:

Morgan Shrubb, Head of Terrorism Insurance, Americas: With close to 15 years’ experience in the war, terrorism and political violence insurance space, Morgan joined AXA XL in 2019 to lead the Terrorism Insurance team in the Americas. Based in Atlanta, Morgan manages the company’s terrorism portfolio and supports brokers and clients across all industries in developing risk management strategies and be spoke policies for their political violence and active assailant risks. Morgan holds a degree in International Affairs from the University of Georgia.

Peter Doherty, Head of Crisis Response, S-RM: Peter joined S-RM in 2016. He is based in London where he leads S-RM’s global crisis response capability, responding to a varied and complex client base, and specializing in 24/7/365 response to critical incidents and security risks; from natural and man-made disasters, terrorism, kidnap, and evacuation to providing resilience against cyber-attacks and security threats. Prior to joining S-RM, he was a highly experienced Detective at New Scotland Yard, with 30 years’ experience in Specialist Operations including counterterrorism, homicide, serious and organized crime and sensitive intelligence. As Deputy Head of the Hostage & Crisis Negotiation Unit (HCNU), he personally advised the Government at national and international level. He has extensive overseas operational experience including Europe, the Middle East, Africa, the Indian sub-continent, and the Americas.

Rob Burton, a consultant at SRM, is a former Special Forces officer with more than 20 years’ experience of preparing for and responding to crises, he has operated covertly under hazardous conditions and negotiated with Pashtun warlords in Afghanistan and Pakistan and supported the US State Department’s Anti-Terrorism Assistance Program. Previously, he served for several years as an infantryman in the British Army where he commanded covert teams during war-fighting operations in Iraq. On leaving the military he co-founded and leads a company specializing in designing, implementing, and evaluating crisis, emergency, security, and business continuity management programs. He has also been a keynote speaker in live debates including diverse topics such as disaster recovery, complex security requirements and terrorism and founded an international center of excellence for crisis management professionals.

8:30 - 12:00 PM

Session F1
A Study of Ethics for the Insurance Industry

Terry Sutton, Director of Education & Senior Account Manager - Stephens Engineering Consultants

Ethics is good business and in the insurance industry it is a matter of utmost good faith. The course explores business ethics, trade practices, resolving ethical dilemmas and codes of ethics. The course reviews the regulatory history in consumer protections, outlines business ethics benefits, tactics for resolving ethical dilemmas, defines the agency relationship and provides guides for developing codes of ethics.

Presenters:

Terry Sutton is the Director of Education and Senior Account Manager for Stephens Engineering Consultants. He has spent a lifetime teaching, counseling, and helping others. He has done so as a vocational minister, as a college adjunct professor and as an insurance professional for the last 19 years. He is a frequent speaker to civic, professional, and faith-based groups about how to understand and help hurting people. His position with Stephens Engineering affords him the opportunity to frequently speak on hoarding disorder, insurance ethics, the psychology of odor, customer service and other insurance related topics through continuing education courses. He is a licensed adjuster and IICRC certified. He has a B.S. degree from the University of South Alabama in Human Performance and a Master of Divinity degree from Southwestern Baptist Theological Seminary. He and his wife, Debby, reside in Florida. They have four grown children and nine grandchildren.

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