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Sunday, April 27, 2014
8:00 AM - 3:00 PM
RIMS ‘14 Community Service Day - CSD

RIMS ‘14 Community Service Day

Category:
Level:
Date: Sunday, April 27, 2014
Time: 8:00 AM - 3:00 PM
Room: 205

Join RIMS and Zurich as we spend the day helping Savio House. Founded in the early 1960s as an orphanage, Savio House (http://www.saviohouse.org/) intervenes in the lives of families to strengthen them so they may keep their children and remain an intact family. Without these services, most of which are delivered in the families' home, children and adolescents would be placed in foster, group and correctional care. Savio's goal is to educate families in a prompt fashion and to quickly terminate our intrusion into their lives. We'll spend the day doing up-keep to the facilities, such as painting, landscaping and cleaning.

9:00 AM - 12:00 PM
Associate in Risk Management 54: Risk Management Principles Exam Review - ERM005

Associate in Risk Management 54: Risk Management Principles Exam Review

Category: Enterprise Risk Management
Level: Innovative
Date: Sunday, April 27, 2014
Time: 9:00 AM - 12:00 PM
Room: 103/105

In this review for the Associate in Risk Management (ARM) 54 exam (Risk Management Principles and Practices), focus on understanding the more challenging areas of the course. Review content on identifying, analyzing and treating an organization's risks, including hazard, operational, financial and strategic risks. Prepare in advance by studying the course materials to fully benefit from this session.

Learning Objective:

  • Dissect the most challenging course topics.
  • Practice exam questions.
  • Familiarize yourself with the exam format.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator Speaker
  • Michael Elliott, Senior Director of Knowledge Resources, The Institutes
  • Susan Kearney, Senior Director of Knowledge Resources, The Institutes
Associate in Risk Management 56: Risk Financing Exam Review - RIF003

Associate in Risk Management 56: Risk Financing Exam Review

Category: Risk Finance
Level: Innovative
Date: Sunday, April 27, 2014
Time: 9:00 AM - 12:00 PM
Room: 104/106

In this review for the Associate in Risk Management (ARM) 56 exam (Risk Financing), focus on understanding the more challenging areas of the course. Review methods for retaining and transferring hazard and financial risk, including insurance, self-insurance, retrospective rating, captive insurance, reinsurance, contractual risk transfer, forwards, swaps and insurance-linked securities. Prepare in advance by studying the course materials to fully benefit from this session.

Learning Objective:

  • Dissect the most challenging course topics.
  • Practice exam questions.
  • Familiarize yourself with the exam format.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator Speaker
1:00 PM - 4:00 PM
Associate in Risk Management 55: Risk Assessment and Treatment Exam Review - RIC001

Associate in Risk Management 55: Risk Assessment and Treatment Exam Review

Category: Risk Control
Level: Innovative
Date: Sunday, April 27, 2014
Time: 1:00 PM - 4:00 PM
Room: 104/106

In this review for the Associate in Risk Management (ARM) 55 exam (Risk Assessment and Treatment), focus on understanding the more challenging areas of the course. Review loss control, system safety, root cause analysis, business continuity, reputation risk, cyber risk and environmental risk, among other topics. To fully benefit from this session, prepare in advanced by studying the course materials.

Learning Objective:

  • Dissect the most challenging course topics.
  • Practice exam questions.
  • Familiarize yourself with the exam format.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator Speaker
  • Susan Kearney, Senior Director of Knowledge Resources, The Institutes
Associate in Risk Management—ERM 57: Enterprise Risk Management Exam Review - ERM004

Associate in Risk Management—ERM 57: Enterprise Risk Management Exam Review

Category: Enterprise Risk Management
Level: Innovative
Date: Sunday, April 27, 2014
Time: 1:00 PM - 4:00 PM
Room: 103/105

In this review for the ERM 57 exam (Enterprise Risk Management), focus on understanding the more challenging areas of the course. Review content on ERM drivers, strategic risk management, risk governance, internal control, business process and performance management, risk management frameworks, risk mapping, influence diagrams, portfolio theory, risk-based capital, risk maturity and risk culture, among other topics. Prepare in advance by studying the course materials to fully benefit from this session.

Learning Objective:

  • Dissect the most challenging course topics.
  • Practice exam questions.
  • Familiarize yourself with the exam format.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator Speaker
4:00 PM - 5:30 PM
First Time Attendee Orientation - FTO

First Time Attendee Orientation

Category:
Level:
Date: Sunday, April 27, 2014
Time: 4:00 PM - 5:30 PM
Room: 201-205

Welcome to RIMS '14. If this is your first time attending, we know how overwhelming it can be. We've designed a program to have you working the conference like a pro. You'll learn the ins-and-outs of the conference, where sessions are held, how to maximize networking opportunities and the best way to navigate the Exhibit Hall. In his presentation "Connecting with People in a Social Media Crazy World," Thom Singer will share tips on how to best create connections while at a conference. After, we'll depart for RIMS Opening Reception where we can put our networking skills into practice.

6:00 PM - 8:00 PM
Picture It!: RIMS ’14 Opening Reception - ROR

Picture It!: RIMS ’14 Opening Reception

Category:
Level:
Date: Sunday, April 27, 2014
Time: 6:00 PM - 8:00 PM
Room: Denver Art Museum

The iconic Denver Art Museum invites you to "Picture It!" Change the way you experience art as you explore the Museum and take in the building's outstanding architecture, a masterpiece in itself. Every event element has a splash of artistry…picture a variety of unique and interactive artisans, picture award-winning musical performances, picture a delightful assortment of culinary delights around every corner.

Monday, April 28, 2014
7:45 AM - 9:45 AM
RIMS General Session and Opening Keynote - GSK

RIMS General Session and Opening Keynote

Category:
Level:
Date: Monday, April 28, 2014
Time: 7:45 AM - 9:45 AM
Room: Mile High Ballroom

Keynote Speaker: Jordan Belfort, Motivational Speaker and Author The Wolf of Wall Street This is a story of redemption. Hear the personal story from the inspiration for the Martin Scorsese film, about Jordan Belfort's rise and fall as a Wall Street icon. He'll share the invaluable lessons from the mistakes he made and how he re-emerged as a globally recognized potent force behind extraordinary business success. Belfort will help you break the barriers holding you back from achieving success, and attain goals you never dreamed possible.

10:00 AM - 12:15 PM
Exclusive Exhibit Hall Hours - EHH

Exclusive Exhibit Hall Hours

Category:
Level:
Date: Monday, April 28, 2014
Time: 10:00 AM - 12:15 PM
Room: Exhibit Hall

TBD

10:30 AM - 10:55 AM
Understanding the Mega Trends that are Reshaping Business and their Implications for Risk Managers

Understanding the Mega Trends that are Reshaping Business and their Implications for Risk Managers

Date: Monday, April 28, 2014
Time: 10:30 AM - 10:55 AM
Room: Booth: 1121

Shifts in demographics and global economic power, climate change and resource scarcity, urbanization and technology breakthroughs are acting together; they are inescapable and they are here now. These are the mega trends that organizations must adapt to and take advantage of. We invite you to review what the C-suite is saying about these trends. How can risk managers adapt and thrive?

Panel:

11:00 AM - 11:25 AM
The Carrot or the Stick? Vendor Management Versus Service Partnership

The Carrot or the Stick? Vendor Management Versus Service Partnership

Date: Monday, April 28, 2014
Time: 11:00 AM - 11:25 AM
Room: Booth: 1121

Opt for the stick to bid for service programs on an annual basis, buy from the lowest-cost provider and perhaps miss the total cost of risk (TCoR) concept. Employ the carrot to establish long-term partnerships, purchase based on perceived value and work toward the lowest TCoR. Explore best practices designed to maximize performance, whether of your vendor or partner.

Panel:

11:30 AM - 11:55 AM
Building a Resilient Supply Base in Response to Global Shifts

Building a Resilient Supply Base in Response to Global Shifts

Date: Monday, April 28, 2014
Time: 11:30 AM - 11:55 AM
Room: Booth: 1121

Shifts in demographics and economic power are making companies ever more reliant on suppliers to achieve their global growth and operating strategies. Companies cannot gain an understanding of supplier resilience by reading responses to business continuity questionnaires. We will present a detailed approach to understanding supplier resiliency, in conjunction with the results of our supplier resiliency survey conducted in March 2014.

Panel:

12:00 PM - 12:25 PM
Effective Communication Skills for Risk Professionals

Effective Communication Skills for Risk Professionals

Date: Monday, April 28, 2014
Time: 12:00 PM - 12:25 PM
Room: Booth: 1121

Excellent communication skills are essential for today's risk and insurance professional. Become a more effective communicator and learn how to convey and promote your risk management objectives and goals. Whether in reports, emails, phone calls, face-to-face conversations, or presentations, learn to communicate more effectively for success.

Panel:

12:15 PM - 1:45 PM
Awards Luncheon and Leadership Keynote - ALK

Awards Luncheon and Leadership Keynote

Category:
Level:
Date: Monday, April 28, 2014
Time: 12:15 PM - 1:45 PM
Room: Mile High Ballroom

Let's take a moment and recognize the achievements of the risk professionals, organizations and chapters dedicated to the future of risk management. Help us congratulate the recipient of the Society's highest honor for outstanding lifetime achievement in the industry, the 2014 Harry and Dorothy Goodell Award. Inductees into the Risk Management Hall of Fame will also be announced. Emcee Glenn Thayer's well-honed strategies will add fun and flair, ensuring this is an awards ceremony you'll be sure to remember. Keynote Speaker: Bonnie St. John, Author, Olympic Medalist, Leadership Consultant Normal is Overrated-Aim Higher! Elite international Paralympic athletes achieve excellence when the circumstances are less than ideal-a perfect metaphor for today's dynamic economic times. Disabled athletes-including wheelchair basketball players, blind runners and others-never expect things to be "normal." Bonnie St. John's story is proof that you can strive for excellence no matter what obstacles are thrown in your way. Hailed as "one of the five most inspiring women in America" by NBC Nightly News, St. John uses her unique experience as a one-legged ski champion, Rhodes Scholar and White House official to encourage audiences to aim higher and achieve extraordinary results.

12:30 PM - 12:55 PM
Are You Polishing or Piercing the Glass Ceiling?

Are You Polishing or Piercing the Glass Ceiling?

Date: Monday, April 28, 2014
Time: 12:30 PM - 12:55 PM
Room: Booth: 1121

Even successful women make common mistakes while navigating their careers. Discover strategies you can use right now to avoid or work through these obstacles. Chart a course to the next level in your career and gain resources to call on to keep you on your path to success.

Panel:

1:00 PM - 1:25 PM
Making a Powerful First Impression

Making a Powerful First Impression

Date: Monday, April 28, 2014
Time: 1:00 PM - 1:25 PM
Room: Booth: 1121

Everything that you say or do contributes to how senior leaders, colleagues and other business partners view you and your abilities. Learn how to shape those impressions from the beginning, deliver your own 30-second commercial, and set the stage to maximize your success.

Panel:

1:30 PM - 1:55 PM
Invasion of Privacy, Hacking and IP Claims: Are You Covered?

Invasion of Privacy, Hacking and IP Claims: Are You Covered?

Date: Monday, April 28, 2014
Time: 1:30 PM - 1:55 PM
Room: Booth: 1121

Despite insurance company litigation of privacy, hacking, competitor disparagement and intellectual property claims, your CGL, special media liability and certain errors and omissions policies may provide coverage or at least a defense. Know what provisions to seek, how to develop a good paper trail and the pitfalls to address.

Panel:

2:00 PM - 2:25 PM
Catastrophe Management in the Age of Social Media

Catastrophe Management in the Age of Social Media

Date: Monday, April 28, 2014
Time: 2:00 PM - 2:25 PM
Room: Booth: 1121

Businesses are taking a new look at their catastrophe risks and the implications for their operations and reputations. The widespread adoption of social media challenges business leaders to develop well-designed communication channels and messages to control catastrophe speculation and rumors that can spread faster than company statements.

Panel:

2:00 PM - 3:00 PM
Being the Boss: How Unbundling Can Save You a Bundle - RIF008

Being the Boss: How Unbundling Can Save You a Bundle

Category: Risk Finance
Level: Innovative
Date: Monday, April 28, 2014
Time: 2:00 PM - 3:00 PM
Room: 505/506

More large companies are purchasing unbundled casualty programs. This is partly a result of increased sophistication in the industry and amongst risk professionals, but largely due to the price advantages and flexibility of such programs. What are the benefits of unbundled programs? How can you maximize the price advantages and flexibility provided? How can you successfully compare bundled and unbundled quotes and structures to obtain the best overall program? Join a panel discussion about maximizing competitive advantages, comparative considerations, tailoring the individual program and applying the benefits of unbundled programs to build true partnerships and success for all parties, both short and long term.

Learning Objective:

  • Identify factors that should be taken into account when considering an unbundled program.
  • Calculate how unbundled programs could create greater cost effectiveness, service and flexibility.
  • Determine how unbundling optimizes individual tailored programs.

Panel:

  • Donna Tyner, Corporate Risk Manager, The Greenbrier Companies
Coordinator Speaker
Forging a Risk Management Career Path: How Industry Leaders Are Developed - CAD003

Forging a Risk Management Career Path: How Industry Leaders Are Developed

Category: Career Development
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 3:00 PM
Room: 207

You are a new entrant into the risk management field and you want to make it your career. Which technical credentials and experiences do you undertake? Hear a panel of risk professionals discuss how they entered the insurance industry, gained their formative experiences and opportunities and developed key skills to enhance communication and utilization of risk management. Also, explore the RIMS Risk Management Professional Growth Model.

Learning Objective:

  • Study the interpersonal skills that will differentiate your experience and abilities.
  • Determine how long to stay in a specific job and the industries in which you will gain the most experience.
  • Assess other financial skills you may need to acquire.

Panel:

  • Sarah Pacini, Vice President, Risk Management and Insurance, Advocate Health Care Network
Coordinator Speaker
  • Richard Meyers, Chairman and Chief Executive Officer, Richard Meyers & Assoc., Inc.
Risk Manager
  • Jim Hills, Risk Finance & Insurance Analyst, Wilbur-Ellis Company
HOT TOPIC: Foreign Account Tax Compliance Act (FATCA) - LGL011

HOT TOPIC: Foreign Account Tax Compliance Act (FATCA)

Category: Legal and Regulatory
Level: Masters
Date: Monday, April 28, 2014
Time: 2:00 PM - 3:00 PM
Room: 407

FATCA will become effective on July, 1 2014 with a phased implementation. These regulations require foreign financial institutions (FFIs) to report the identities of their U.S. accountholders to the IRS. Failure to comply results in the imposition of a 30% withholding tax levied on any payment of U.S. source income to the non-compliant FFI. To avoid the tax, FFIs must enter into a formal FFI agreement with the IRS to share the identities of U.S. account and asset holders or comply with the requirements of an intergovernmental agreement (IGA), if applicable. On February 20, 2014 additional regulations were released. Included in the regulations were a number of provisions specific to insurance companies, including captives. The final regulations also clarify that insurance and reinsurance premiums are withholdable payments.

Learning Objective:

  • What is FATCA and how does it apply to your company, whether you are in the financial services industry or a non-financial company.
  • What are the compliance obligations for both incoming and outgoing payments.
  • What are the implications of these rules, exceptions and frameworks on your business.
  • What should you do as a Risk Manager to make sure that your payment and process flows are compliant.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator
  • Denise Hintzke, Global Tax Leader - Foreign Account Tax Compliance, Deloitte Tax LLP
Speaker
  • Denise Hintzke, Global Tax Leader - Foreign Account Tax Compliance, Deloitte Tax LLP
How to Pursue and Win the Complex Claim: A Guide for Corporate Policyholders - CLM015

How to Pursue and Win the Complex Claim: A Guide for Corporate Policyholders

Category: Claims Management
Level: Masters
Date: Monday, April 28, 2014
Time: 2:00 PM - 3:00 PM
Room: 401/402

Effectively pursuing complex coverage claims requires an understanding of underwriting issues, sensitivity to the legal exposures involved, maximizing internal and external resources and enlisting legal guidance on emerging coverage law. Learn how to manage a complex claim-from initial notice through negotiations or litigation-and apply the results to future policy placements. Address some do's and don'ts for building a team with different strengths and resources to turn potentially inconsistent objectives into a unified and winning claims strategy.

Learning Objective:

  • Identify common pitfalls in tendering and presenting claims.
  • Be prepared to counter common insurer tactics in reducing claim values and delaying benefits.
  • Compile ways to position a claim to maximize recovery and enhance the chances of a favorable resolution.

Panel:

  • John Kline, Director, Risk & Ins. Mgmt., Discover Financial Services
Coordinator Speaker Risk Manager
  • Karen Golden, Director, Risk Management, Kraft Foods Group, Inc.
Political Risk Insurance: Protecting International Investments - GRM012

Political Risk Insurance: Protecting International Investments

Category: Global Risk Management
Level: Visionary
Date: Monday, April 28, 2014
Time: 2:00 PM - 3:00 PM
Room: 603

Multinational corporations often see tremendous benefit in expanding operations into developing nations. With that growth, however, comes substantial risk. Prepare for an eye-opening political assessment of regions around the world where your company may be established. And see how political risk insurance may help alleviate some of those risks.

Learning Objective:

  • Gain insight into risks around the world.
  • Explore the nuances of political risk insurance coverage.
  • Take a high-level view of political risk claims.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator Speaker Risk Manager
  • Mitchell Aucoin, Senior Director, International Insurance, Marriott International, Inc.
Proving and Defending Lost Profit and Business Interruption Damages - CLM003

Proving and Defending Lost Profit and Business Interruption Damages

Category: Claims Management
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 3:00 PM
Room: 501/502

The business interruption and lost profit claim can be overwhelming in detail, scope and complexity. By definition, proving the amount of profits lost requires you to prove with reasonable certainty something that never happened. Understand the various methods for calculating lost profits and identify the factors that should be taken into consideration: management expertise, the availability of labor, availability of capital, the business plan and competition and markets. Learn to prove or attack lost profit models and use experts to tell your story.

Learning Objective:

  • Adopt methods and standards for calculating lost profits.
  • Set up a fact-finding plan of investigation, identification and proof of business activities.
  • Understand policy language interpretation and court-imposed restrictions on the scope of your loss.

Panel:

Coordinator Speaker
Risk Strategy Safari - RIF011

Risk Strategy Safari

Category: Risk Finance
Level: Masters
Date: Monday, April 28, 2014
Time: 2:00 PM - 3:00 PM
Room: 503/504

Chief financial officers around the globe are focused on improving profitability and growth, protecting against volatility and achieving continuity and stability. Your risk finance journey to reduce costs and collateral supports that profit objective. Having optimized the costs, however, your focus should shift to protecting against volatility. Explore the latest techniques to minimize volatility while continuing to structure creative alternatives that lower the total cost of risk. Review several recent transactions that feature state-of-the-art techniques. Examine both legacy liability structural alternatives-such as loss portfolio transfers-and prospective structures used to hedge against medical cost inflation, remove the balance sheet volatility of reserves or facilitate mergers and acquisitions.

Learning Objective:

  • Adopt a framework for risk finance communications with senior management.
  • Assemble proven, cutting-edge financing solutions from real-life transactions.
  • Draw a strategy roadmap for optimizing your risk financing program structures.

Panel:

Coordinator Speaker
Terrorism Coverage: Lessons Learned from the Boston Marathon Bombing - ICM014

Terrorism Coverage: Lessons Learned from the Boston Marathon Bombing

Category: Insurance and Contract Management
Level: Innovative
Date: Monday, April 28, 2014
Time: 2:00 PM - 3:00 PM
Room: 405/406

A properly designed global insurance program is essential for a multinational company to protect itself from terrorism exposure. Investigate the local terrorism insurance pools and review the forms, including those for the Terrorism Risk Insurance Act (TRIA). Define frequently misunderstood terrorism wordings. Search the coverage options through U.S. carriers and the London markets. And examine how recent terrorist acts, such as the Boston Marathon bombing, change your organization's coverage needs.

Learning Objective:

  • Gain insight into ways to cover business income exposure due to terrorist threats.
  • Study the positive and negative aspects of each markets options.
  • Assemble the elements of an international program for terrorism risks at owned and non-owned locations.

Panel:

Coordinator Speaker
  • Sean Jackson, Director - Global Risk, IMA, Inc.
  • Tim Press, Director - Special Risks, Miller Insurance Services Ltd
Risk Manager
Understanding Your Culture’s Risk Appetite - SRM002

Understanding Your Culture’s Risk Appetite

Category: Strategic Risk Management
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 3:00 PM
Room: 403/404

What do you believe is your company's risk-taking appetite as a whole, compared to each of its strategic objectives? This is one of the key questions that get at the heart of understanding your culture's risk appetite. Individuals throughout your organization have their own understanding of its risk appetite, which may or may not align with the organization's true position. In order to establish, monitor and manage risk appetite, you must understand the perceptions of decision makers across the organization and not just at the most senior management levels. Hear how one company, Hydro One, approached risk appetite as a solution to a problem.

Learning Objective:

  • Understand the right questions to ask to gauge risk appetite.
  • Adopt a proven method to begin and sustain the risk appetite conversation.
  • Strengthen your position to overcome skepticism about your goals.

Panel:

Coordinator
  • Rob Quail, Director, Enterprise Risk Management, Hydro One Networks Inc.
Risk Manager
  • Rob Quail, Director, Enterprise Risk Management, Hydro One Networks Inc.
2:00 PM - 4:00 PM
A Doctor’s Note to Fix Workstations: Financial Impacts Every Risk Professional Needs to Know - RIC003

A Doctor’s Note to Fix Workstations: Financial Impacts Every Risk Professional Needs to Know

Category: Risk Control
Level: Innovative
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 507

Ergonomics is a risk often overlooked by risk professionals. The lasting financial impact of ignoring ergonomics, however, can be significant. See why ergonomic risks need to be managed like any other. Explore options for early risk detection and hazard controls. Through the use of case studies, evaluate how to respond to injuries when ergonomic risks are involved in office and industrial settings. Delve into the lesser known behavioral ergonomics that can emerge after you have exhausted all engineering solutions. Discover how you can avoid liabilities when dealing with ergonomic risks through the identification of ergonomic risk factors, proper engineering to correct hazards and the effective management of ergonomic issues.

Learning Objective:

  • Calculate how proactive management of ergonomic risks will affect your organization's finances.
  • Define your role in managing ergonomics.
  • Identify where early employee intervention in ergonomic-related claims can lower your claims costs.

Panel:

  • Donna Tyner, Corporate Risk Manager, The Greenbrier Companies
Coordinator Speaker Risk Manager
  • Jennifer Owens, Manager Environmental Health and Safety, Comcast Corporation
Aviation Industry Session - IND001

Aviation Industry Session

Category: Industry
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 703

Address your risk and insurance challenges as part of an exciting, interactive panel discussion. Explore airport personnel safety management, the risks associated with new technology, security concerns, the state of the aviation insurance market and more.

Learning Objective:

  • Adapt industry best practices in safety management for your company.
  • Find tried and true solutions to your risk management concerns from your peers.

Panel:

  • Jennifer Owens, Manager Environmental Health and Safety, Comcast Corporation
Coordinator
  • Esequiel Nathal, Risk and Insurance Analyst, Charles Taylor Risk Consulting
Speaker Risk Manager
Buy a Company, Buy a Lawsuit: M&A Transactions Leading to Claims - ICM002

Buy a Company, Buy a Lawsuit: M&A Transactions Leading to Claims

Category: Insurance and Contract Management
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 605

Nearly all mergers and acquisitions (M&A) are accompanied by lawsuits. The cost of litigation might as well be a standard cost of closing the deal. Claims are asserted against the seller (or acquisition target) for selling too cheap, failing to conduct an open market auction or self-dealing. Claims are asserted against the buyer for paying too little, being in collusion with insiders or wasting corporate assets by paying too much. Explore the exposure, including recent court cases and insurance coverage and modifications. Determine why claims dog most M&A deals by examining the statistics on this growing trend.

Learning Objective:

  • Know where M&A liability comes from and who might be liable.
  • Discover how the insurance industry is addressing this uptick in claims.
  • Identify limitations of coverage for M&A litigation under a standard D&O policy.

Panel:

Coordinator Speaker Risk Manager
  • Rafael Rivera, Mgr - Insurance Programs, General Electric Company
Casino Industry: Rolling the Dice on the Future of Gaming - IND002

Casino Industry: Rolling the Dice on the Future of Gaming

Category: Industry
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 702

The casino industry never sleeps, nor do its risks. Join a unique opportunity to share ideas about risk exposures the casino industry faces. Explore online gaming, financial constraints, Asia marketing and development, construction risks, captive use for terrorism coverage, social media, acquisitions and divestitures, private equity ownership, letters of credit and myriad other topics as they relate to casino risks. All risk professionals in the casino or gaming support services are welcome.

Learning Objective:

  • Understand the trends within the industry.
  • Adopt insurance-related tips exclusively for casino risk professionals.
  • Leverage your colleagues' experience for solutions to your risk management dilemmas.

Panel:

  • Jennifer Owens, Manager Environmental Health and Safety, Comcast Corporation
Coordinator Speaker
  • Lance Ewing, Vice President, AIG
  • Brad Darr, Senior Managing Director, Beecher Carlson
  • Dave Little, VP Global Risk Management, Las Vegas Sands Corporation
Risk Manager
  • James Cunningham, VP, Enterprise Risk Management, Pinnacle Entertainment, Inc.
Gaining Ground: Building Existing Practices into Enterprise Risk Management - ERM002

Gaining Ground: Building Existing Practices into Enterprise Risk Management

Category: Enterprise Risk Management
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 607

Financial results indicate that a robust enterprise risk management (ERM) framework can be a practical and sustained basis for improved profitability, operational efficiency, higher shareholder value and reduced financial volatility. Recent examples across various business sectors have inspired many companies to transition to an ERM risk portfolio approach. Examine how you can effectively expand your historically traditional risk management platform primarily focused on insurable risks into an ERM model.

Learning Objective:

  • Differentiate between traditional risk management and ERM.
  • Calculate the financial advantages of transitioning to ERM.
  • Adopt steps to make the ERM expansion.

Panel:

  • Gary Nesbit, Director of Risk & Insurance, Advance Auto Parts
Coordinator
  • Carol Fox, Director of Strategic and Enterprise Risk Practice, RIMS
Speaker
  • Linda Conrad, Director of Strategic Business Risk, Zurich North America
Risk Manager
  • C. Radu Demian, Director of Corporate Risk Management & Compliance, Correctional Healthcare Companies
HOT TOPIC: Avoiding Cyber Liability Pitfalls–Lessons Learned from Risk Managers, Legal and Forensic Experts - FOR017

HOT TOPIC: Avoiding Cyber Liability Pitfalls–Lessons Learned from Risk Managers, Legal and Forensic Experts

Category: At the Forefront
Level: Masters
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 710/712

With Target and Neiman Marcus the latest organizations to fall victim to the dangers of the Cyber world; how prepared is your organization for an attack? What might a class action liability loss look like? What should you do to prevent or mitigate damage to your organization? Who should be involved in the process? Hear from leading experts who will share lessons learned, and provide insight into prevention, mitigation and response.

Learning Objective:

  • Overview of the types of data security incidents and the current issues.
  • Regulatory climate and evolving legislative and policy concerns.
  • Learn innovative legal/IT approaches to prepare for and handle a data security incident and case study-anatomy of a breach.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator
  • Steve Visser, Managing Director, Disputes & Investigations, Navigant Consulting Inc
Speaker Risk Manager
  • Jim Morley, Manager, Risk Analysis, Deere & Company
International Programs: Beyond the Hype - GRM011

International Programs: Beyond the Hype

Category: Global Risk Management
Level: Visionary
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 107/109

The need for robust transfer pricing methods for your multinational programs is generally understood, but what does that really mean? What would such a method look like? Detailed transfer pricing should minimize policy exposures to noncompliance issues, but this theory is often untested. Take the crossborder risk conversation to the next level to include fiscal, operational and real tax implications.

Learning Objective:

  • Understand the financial considerations of a multinational risk financing program.
  • Calculate the impact of a poorly designed risk financing program on your company's bottom line.
  • Align your multinational risk financing program with your corporate risk and tax strategies.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator Speaker Risk Manager
Leading Risk Management Practices: Global Understanding and Alignment - SRM011

Leading Risk Management Practices: Global Understanding and Alignment

Category: Strategic Risk Management
Level: Innovative
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 205

Wading through the competing risk management-including enterprise risk management-standards, frameworks and regulatory guidelines can be a daunting task. While all seem to agree on alignment with an organization's objectives, adherence to controls as a means of managing risk and the need to meet regulatory requirements, each has its proponents. Hear risk management and internal control standard setting organizations discuss their varying approaches.

Learning Objective:

  • Identify industry standards and guidelines.
  • Understand how frameworks apply to your organization.
  • Develop ideas for incorporating standard practices not already employed in your risk management program.

Panel:

Coordinator
  • Carol Fox, Director of Strategic and Enterprise Risk Practice, RIMS
Speaker
  • Sandra Richtermeyer, Associate Dean, Professor and Chair of the Department of Accountancy and Business Law, Xavier University
  • Vincent Tophoff, Senior Technical Manager, International Federation of Accountants
  • Dorothy Gjerdrum, Executive Director, Arthur J Gallagher RM Services
  • Julia Graham, Chief Risk Officer, DLA Piper UK LLP
  • Jan Mattingly, President/Convenor of Risk Management Implementation Standard ISO 31004-2013 and ERM practitioner, RiskResults Consulting Inc.
  • Carol Fox, Director of Strategic and Enterprise Risk Practice, RIMS
Risk Manager
Mining Industry Session - IND012

Mining Industry Session

Category: Industry
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 103/105

Part I - Mining industry closed session starting at 2:00pm. Part II – Mining industry open session starting at 3:00pm. Make a final review of the Philadelphia mining session mandate: "To increase the value added and offerings to the mining insurance industry by producing a sustainable mining policy form, acceptable to buyers and sellers, and a claims protocol that provides simplicity, accountability and effectiveness in the claims process." Bring your voice and expertise to an open discussion of topics of the day with mining industry representatives.

Learning Objective:

  • Review the policy form and claims protocol efforts of a volunteer team of global mining experts.
  • Evaluate mining-specific property wording and options, and the philosophy behind them.
  • Incorporate into your own program lessons from claims protocols put into practice.

Panel:

  • Jennifer Owens, Manager Environmental Health and Safety, Comcast Corporation
Coordinator Speaker
  • Rob Tutchener, Global Head of Group Risk Financing., Rio Tinto
  • Matthew Frost, Vice President, Risk Finance, BHP Holdings (USA) Inc.
Risk Manager
  • Anne Chalmers, VP, Risk & Security; Chair, Materials Stewardship Committee, Teck Resources Limited
Public Entities: Risk Management Issues and Strategies - IND016

Public Entities: Risk Management Issues and Strategies

Category: Industry
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 104/106

Join members of the Public Risk Management Association (PRIMA) in a discussion of the biggest risk management issues public entities face and best practices with peer-determined topics, such as: cyber risk, workers' compensation, working with your police force, educating elected officials on the importance of risk management and incorporating community outreach.

Learning Objective:

  • Develop solutions for the complex risk management issues your entity faces.
  • Prepare to work with elected officials and the community to achieve your risk management goals.

Panel:

  • Jennifer Owens, Manager Environmental Health and Safety, Comcast Corporation
Coordinator
  • Harry Leff, SVP, Sr. Marketing & Communications Manager, Marsh Risk Consulting
Speaker
  • Laura Peterson, Director of Risk Management, University of Wyoming
  • Mark Walls, Workers’ Compensation Market Research Leader, Marsh USA, Inc
  • Michael Fann, Director of Loss Control, The Pool - (TML Risk Management Pool)
Risk Manager
Real Estate Industry Session - IND017

Real Estate Industry Session

Category: Industry
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 704/706

Discuss current issues related to various risk management and insurance topics in an open forum that fosters information sharing, topical updates and networking amongst key insurance executives within the real estate sector.

Learning Objective:

  • Stay up-to-date on critical issues relevant to the real estate industry.
  • Network with peers about risk management subjects pertinent to your company.
  • Leverage the knowledge of your peers to gain solutions to your risk management concerns.

Panel:

  • Jennifer Owens, Manager Environmental Health and Safety, Comcast Corporation
Coordinator
  • Michael Horvath, Senior Vice President, Risk Management, Simon Property Group
Speaker Risk Manager
Tender and Tough: Successful Nursing Home Workers’ Compensation Programs - IND022

Tender and Tough: Successful Nursing Home Workers’ Compensation Programs

Category: Industry
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 102

Long-term care facilities are some of the most high-risk and high-rated sites for workers' compensation. With the changes in the workers' compensation experience modification factor, facilities with large numbers of claims and high payrolls have seen dramatic premium increases. For the typical nursing home, the workers' compensation premium costs are usually the third largest expense. Discover real programs that led to dramatic reductions in the frequency and severity of workers' compensation claims. Find the answers to your workers' compensation dilemmas: How do you control and reduce workers' compensation costs while improving employee productivity and working conditions? How can workers' compensation affect patient care risk management and employee retention and recruitment? How can you identify and reduce fraud?

Learning Objective:

  • Develop a plan to create a management-employee partnership that facilitates return to work.
  • Redefine your responsibilities to include intensive, day-to-day claims management.

Panel:

  • Jennifer Owens, Manager Environmental Health and Safety, Comcast Corporation
Coordinator Speaker Risk Manager
  • Joan Orso, Director of Human Resources/Risk Management, Windsor Healthcare
We Have a Plant There: Managing International Property Insurance and Claims - ICM017

We Have a Plant There: Managing International Property Insurance and Claims

Category: Insurance and Contract Management
Level: Innovative
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 601

Designing international property insurance programs presents unique challenges. Claims under these programs also raise difficult and complex issues. Discuss international property insurance program design and common claims problems, including claim team staffing, cultural concerns and differences in coverage and claims approaches outside the United States.

Learning Objective:

  • Transform lessons learned from past claims experience to design a better international property insurance program.
  • Adopt tips for handling international claims.

Panel:

  • John Kline, Director, Risk & Ins. Mgmt., Discover Financial Services
Coordinator Speaker Risk Manager
  • Jose Heftye, Senior Director Global Risk Management, FLEXTRONICS
Your RFP Results in a TPA Change: What Now? - CLM005

Your RFP Results in a TPA Change: What Now?

Category: Claims Management
Level: Foundational
Date: Monday, April 28, 2014
Time: 2:00 PM - 4:00 PM
Room: 111/113

No risk professional should lose sleep in the face of transferring a claims administration program from one third party administrator (TPA) to another. Thorough planning, robust system integration and partnering with strong TPA personnel can take the burden off you. Ensure your organization's stakeholders are introduced to key new TPA contacts. Transfer the claims data so that the financial picture balances to the penny. Check that the claims information system not only transfers file data but also has the latest innovations to ensure adjusters are immediately active on claims management initiatives. And, of course, be sure all services proceed without interruption. Do not be afraid. Your organization and selected TPA can overcome expected and unexpected hurdles.

Learning Objective:

  • Study the critical elements of a request for proposal (RFP) that attracts a strong TPA.
  • Devise a strategy for getting the TPA to adopt key attributes that optimize your program's effectiveness.
  • Adopt a transition plan for communication, data mapping and stakeholder satisfaction.

Panel:

Coordinator Speaker
  • Paula Maguire, Vice President-Operations, TRISTAR Insurance Group
  • Jo Ann Wood, Manager, Claims Consulting Solutions, Bickmore
Risk Manager
  • Lauren Eib, Pima County Risk Manager, Department of Finance and Risk Management, Pima County Risk Management
2:30 PM - 2:55 PM
Stretching Your Legal Spend: The Alternative Fee Arrangement

Stretching Your Legal Spend: The Alternative Fee Arrangement

Date: Monday, April 28, 2014
Time: 2:30 PM - 2:55 PM
Room: Booth: 1121

Find out how alternative fee arrangements (AFAs) allow your organization to engage experienced firms with successful track records while avoiding the volatility of the hourly rate structure. Examine a multidimensional approach to assessing AFA program viability and structure. Learn how to determine what AFA success means to each stakeholder group and implement operational oversight measures to ensure program effectiveness and savings.

Panel:

3:00 PM - 3:25 PM
10 Easy Steps for Implementing Business Continuity Management

10 Easy Steps for Implementing Business Continuity Management

Date: Monday, April 28, 2014
Time: 3:00 PM - 3:25 PM
Room: Booth: 1121

By preparing your organization's leaders to manage and respond to threats, business continuity planning (BCP) helps your organization avoid a reactive culture. Hear about lessons learned from securing executive commitment, maintaining employee involvement and ensuring consistency across multiple locations. Explore best practices for BCP, including governance, training, plan development, exercises, assessments and awareness.

Panel:

3:00 PM - 4:00 PM
Get Refreshed: Exhibit Hall Health Break - EHB

Get Refreshed: Exhibit Hall Health Break

Category:
Level:
Date: Monday, April 28, 2014
Time: 3:00 PM - 4:00 PM
Room: Exhibit Hall

Don't let the mid-afternoon slump stop you from networking. Take a breather from the long morning of keynotes and sessions and power up with healthly snacks and fresh juices. A stop here and you'll be pumped up for the rest of the day.

3:30 PM - 3:55 PM
Environmental Challenges in China: Pollution and Beyond

Environmental Challenges in China: Pollution and Beyond

Date: Monday, April 28, 2014
Time: 3:30 PM - 3:55 PM
Room: Booth: 1121

This session will explore the environmental and regulatory challenges doing business in China and the associated environmental risks and local marketplace. Attendees will receive an overview of key items to consider along with the various insurance products and services that are available to address the risks related to these challenges.

Panel:

  • Karl Russek, Senior Vice President, Environmental Risk, ACE Overseas General
4:00 PM - 4:25 PM
Black Swans and War Games

Black Swans and War Games

Date: Monday, April 28, 2014
Time: 4:00 PM - 4:25 PM
Room: Booth: 1121

Friday the 13th may evoke images of impending doom for some. At Sysco Corporation, that date generally is reserved for "black swan" workshops, where the executives participate in an unconventional strategy for identifying and managing complex risks. Another strategy they use is "game theory" or "war games". Learn the rules of engagement and experience the power of these provocative techniques from a battle-tested commander. Game on!

Panel:

  • Paul Walker, James J. Schiro / Zurich Chair of Enterprise Risk Management, St John's University
4:00 PM - 5:00 PM
Contingent Business Interruption Coverage: Global Supply Chain Failure and Disaster Protection - ICM009

Contingent Business Interruption Coverage: Global Supply Chain Failure and Disaster Protection

Category: Insurance and Contract Management
Level: Innovative
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 301-303

With the largest global supply chain interruptions and contingent business interruption (CBI) losses in history occurring over the last few years, underwriters have increased their focus on this often overlooked coverage. They are placing new demands on policyholders seeking to secure the proper coverage. Shed light on these demands and explore some of the unique problems and coverage gaps resulting from recent catastrophes and global supply chain failures. Engage in a discussion about identifying your unmitigated CBI exposures and the coverage required in today's complex and multitiered global supply chain environment.

Learning Objective:

  • Identify your mitigated and unmitigated CBI exposures.
  • Review your CBI coverage and explore recovery problems and coverage gaps.
  • Anticipate underwriter requirements and claim recovery issues.

Panel:

  • Sarah Pacini, Vice President, Risk Management and Insurance, Advocate Health Care Network
Coordinator
  • Harry Leff, SVP, Sr. Marketing & Communications Manager, Marsh Risk Consulting
Speaker
  • Kevin McCarthy, Managing Director, Marsh Risk Consulting - Forensic Accounting and Claims Services
  • David Mahoney, Manager of Forensic Accounting Unit, Zurich NA
Risk Manager
Doing Business in Latin America: What Are the Key Risk Factors? - GRM009

Doing Business in Latin America: What Are the Key Risk Factors?

Category: Global Risk Management
Level: Masters
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 401/402

Kidnap and ransom. Community unrest. Repatriation of profits and dividends. Selective discrimination against foreign companies. Local content and compulsory local job quotas. These are just some of the risk factors you will encounter doing business in Latin America. Using case studies, learn the impact of these risks and how you can manage the triggers.

Learning Objective:

  • Understand the most important risk factors when working in Latin America.
  • Correlate the drivers and the risks.
  • Identify which countries are most affected and why.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator
  • David Edwards, Director of Marketing, Economics & Country Risk, IHS
Speaker
  • Carlos Caicedo, Senior Principal Analyst, Latin America, IHS Country Risk
Risk Manager
  • Rob Osha, Global Director of Risk Management, Boart Longyear Company
Drawing the Crooked Line Straight: Ethics in Risk Management - CAD001

Drawing the Crooked Line Straight: Ethics in Risk Management

Category: Career Development
Level: Foundational
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 403/404

To protect the company assets you must steady your moral compass and act as the conscience of your organization. Navigate the dilemmas you face as you make your way through your company's ethics policies. Examine case scenarios of: honesty and fairness; diversity and respect; conflicts of interest; electronic communications; social media; anticompetitive conduct; integrity; and reporting ethics violations. An organization is only as ethical and compliant as its officers, managers and employees, so you need to understand the elements of ethical decision making and situations in which employees may be challenged when making those choices.

Learning Objective:

  • Assemble tools for ethical decision making.
  • Adopt an ethics code of conduct.
  • Build a store of scenarios to call upon for ethical dilemmas at your organization.

Panel:

  • Sarah Pacini, Vice President, Risk Management and Insurance, Advocate Health Care Network
Coordinator Speaker Risk Manager
HOT TOPIC: Global Warming–Science and Exploration - FOR018

HOT TOPIC: Global Warming–Science and Exploration

Category: At the Forefront
Level: Innovative
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 505/506

Climate Science and Polar Exploration: On December 24, 2013, nineteen-year-old Parker Liautaud took the final steps in an epic journey from the edge of Antarctica to the South Pole – marking the culmination of the Willis Resilience Expedition. Setting off on December 6 from the edge of the Ross Ice Shelf in Antarctica, Parker and his teammate Doug Stoup trekked 314 miles in 18 days, 4 hours and 43 minutes to arrive at the geographic South Pole on Christmas Eve and achieved their objective of setting a new South Pole speed record and conducting scientific observations in the most inhospitable and untouched parts of Antarctica.

Learning Objective:

  • Join nineteen-year-old Parker to celebrate his successful return from Antarctica and hear about the pioneering research.
  • Hear from an inspirational climate change campaigner and impassioned scientist on the steps he thinks businesses, governments and individuals should be taking now.
  • Understand the increasingly vital role that the insurance industry plays in the global economy by helping clients maintain resilience in the face of adversity.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator Speaker
Key Issues in Marine Insurance for Global Companies - GRM004

Key Issues in Marine Insurance for Global Companies

Category: Global Risk Management
Level: Innovative
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 603

Many global companies engage in business activities that involve marine risks-physical damage to ships at sea, the loss of cargo while in transit and potential liabilities to third parties from marine accidents. Assess and manage the marine exposures arising from your business activities. Discuss the nature and scope of marine insurance policies, as well as key lines of coverage, such as hull and marine, cargo, charterers' liability and protection and indemnity. Examine the key legal issues related to the resolution of claims disputes, such as the applicability of admiralty jurisdiction, concepts of insurable interest and the doctrine of uberrimae fides.

Learning Objective:

  • Appreciate marine exposures arising from global business activities.
  • Compile tips on assessing marine risks and coverages.
  • Understand key legal issues affecting marine policies and claims.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator Speaker
  • Michael Fitzgerald, Senior Underwriter Ocean Cargo, Allianz Global Corporate & Specialty
Risk Manager
Make Your TPA an MVP: Steps to Effectively Team Up with Your Casualty Claims - CLM002

Make Your TPA an MVP: Steps to Effectively Team Up with Your Casualty Claims

Category: Claims Management
Level: Foundational
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 405/406

A third-party administrator (TPA) is often engaged to handle self-insured casualty claims, but viewed as only an outside vendor. See how you can transform the TPA relationship into a partnership that maximizes effectiveness and fee arrangement cost-efficiency. Define what it means to have a partnering relationship with your TPA. Learn to facilitate that relationship through the TPA contract and account instructions. Adopt methods to continuously monitor the TPA's performance, including its effective use of technology.

Learning Objective:

  • Build your plan for a TPA partnership that optimizes the casualty claims handling process.
  • Establish measurable account instructions.
  • Adopt negotiation tactics for TPA contracts.

Panel:

Coordinator Speaker Risk Manager
Minimizing Risk in the M&A Life Cycle - RIF006

Minimizing Risk in the M&A Life Cycle

Category: Risk Finance
Level: Innovative
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 207

A high level of risk aversion and macroshocks have caused fluctuations in mergers and acquisitions (M&A) activity in the past year. There are, however, signs of renewed deal interest and ripe conditions-low interest rates, record cash balances and low organic growth opportunity. While corporate leaders engage specialized M&A teams-accounting, tax, information technology, legal and human resources-property and casualty insurance and risk management issues are often minimized or inadequately addressed. Explore the key phases of the M&A life cycle, including strategy and targeting, due diligence, transaction execution and postmerger integration. Delve deeper into the due diligence and postmerger integration phases with examples from your peers and interactive case studies that show you how to avoid pitfalls and ensure a smooth transition.

Learning Objective:

  • Breakdown the M&A life cycle.
  • Determine which stages require support from the risk management function.
  • Identify how you can add value in the due diligence and integration phases of a deal.

Panel:

Coordinator Speaker Risk Manager
Shaping Your Company’s Future with the SAFETY Act - FOR006

Shaping Your Company’s Future with the SAFETY Act

Category: At the Forefront
Level: Innovative
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 407

The Support Anti-terrorism by Fostering Effective Technologies (SAFETY) Act is a unique incentive program, enacted by Congress, that employs risk and litigation management systems to encourage the private sector to make consequential investments to strengthen our homeland security. The purpose of the SAFETY Act is to ensure that the threat of liability does not deter potential providers of anti-terrorism technologies or services from developing, deploying, and commercializing technologies that could save lives. This Act thus creates legal liability protections for claims resulting from an act of terrorism where approved technologies and services have been used.

Learning Objective:

  • Decipher the SAFETY Act and its benefits.
  • Identify technologies and services that are eligible for SAFETY Act protection.
  • Prepare for the SAFETY Act application process.

Panel:

  • Donna Tyner, Corporate Risk Manager, The Greenbrier Companies
Coordinator Speaker
Stuff That Bugs Us: Litigation Do’s and Don'ts - CLM016

Stuff That Bugs Us: Litigation Do’s and Don'ts

Category: Claims Management
Level: Masters
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 201/203

Hear what really bugs risk professionals and what we do about it. Explore claims litigation for workers' compensation, general liability and auto liability through its distinct stages: initial claim investigation; retention of outside counsel; initial strategy and budget; medical management of return to work and vocational rehabilitation; case and third party resolution; and federal employment laws. Learn to manage claims litigation through areas that could cost you the most if not handled properly.

Learning Objective:

  • Compile a list of the do's and don'ts of claim litigation.
  • Determine the extent you manage legal counsel and what you should leave to your TPA.
  • Determine when to go for resolution and when to try a case.

Panel:

  • John Kline, Director, Risk & Ins. Mgmt., Discover Financial Services
Coordinator Speaker Risk Manager
  • Toni Herwaldt, Manager, Risk Management, Kraft Foods Group, Inc.
Workplace Wellness Programs: Managing the Risk - TAL006

Workplace Wellness Programs: Managing the Risk

Category: Talent Risk
Level: Innovative
Date: Monday, April 28, 2014
Time: 4:00 PM - 5:00 PM
Room: 503/504

The good intentions of a workplace wellness program can lead to liability if it fails to comply with a variety of legal provisions, not all of which are consistent. Is your program designed and operated in compliance with the Patient Protection and Affordable Care Act, the Americans with Disabilities Act, IRS Code 105(h), the Public Health Service Act, the Genetic Information Nondiscrimination Act and other state and federal laws? If not, employees may bring claims against your organization or the issuer for discrimination, violation of medical privacy, violation of benefits reporting requirements and tax obligations or breach of collective bargaining agreements.

Learning Objective:

  • Assess how the Affordable Care Act affects your workplace wellness programs.
  • Determine how your program can be operationalized to minimize risk.
  • Evaluate liability coverage for your program under traditional insurance products.

Panel:

Coordinator Speaker
4:30 PM - 4:55 PM
Be Noticed! How Risk Professionals Can Earn an Elevated Profile in the C-Suite

Be Noticed! How Risk Professionals Can Earn an Elevated Profile in the C-Suite

Date: Monday, April 28, 2014
Time: 4:30 PM - 4:55 PM
Room: Booth: 1121

Learn to get the attention of the C-suite while being a team player. Hear what CEOs, CFOs and general counsel value in your contributions and why. Determine how you can overcome hurdles to recognition by establishing yourself as a subject matter expert and valued strategist, including in mergers and acquisitions.

Panel:

Tuesday, April 29, 2014
9:00 AM - 10:00 AM
Asia, the New West - GRM010

Asia, the New West

Category: Global Risk Management
Level: Masters
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 503/504

Companies in expansion mode are heading east. From India to Japan, Asia has become the region of growth for many businesses making Asia the new frontier. Understanding unique risk factors, the evolving regulations, culture, timeframes and payment methods are important to any risk manager in the control of their global insurance program. Learn how to navigate the Asian insurance markets and how to use these markets in conjunction with your global programs.

Learning Objective:

  • Overview of Insurance Markets: Insurers presence, Insurance availability, Market Capacity and Trends, Competitiveness and Scope of Coverage.
  • Lessons learned from catastrophes such as the Thai Floods, Japanese Tsunami etc. and D&O and Environmental trends in the region.
  • Recognize the key Asian insurers, current market conditions and local policy issues.
  • Understand the key regulatory and compliances issues in Asia.
  • Determine how and when to utilize the local markets in support of a

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Speaker
Climate Change: How to Stress Test Your Organization - FOR002

Climate Change: How to Stress Test Your Organization

Category: At the Forefront
Level: Innovative
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 107/109

Sea level rise, increased storm activity, greater energy costs, changes in disease vectors and revised regulations all have the potential to significantly affect your organization. Examine methods for quantifying your organization's exposure to various aspects of climate change. To understand this risk, and therefore to understand what you can do about it, you must go beyond traditional, high-level risk management techniques. Review several case studies in which exposure is quantified through detailed analysis and stress tests on an organization's operations and assets.

Learning Objective:

  • Know how to perform a climate change stress test on your organization.
  • Adopt communication strategies to encourage senior management buy-in.
  • Consider how you can incorporate climate change stress checks into your existing risk management framework.

Panel:

  • Donna Tyner, Corporate Risk Manager, The Greenbrier Companies
Coordinator Speaker
  • Jeffrey Bray, Senior Vice President, Global Risk Management, Prologis, Inc.
Risk Manager
  • John Marren, Director, Global Risk and Insurance Management, CSL Behring
Creating a Safe and Productive Work-at-Home Office - TAL004

Creating a Safe and Productive Work-at-Home Office

Category: Talent Risk
Level: Innovative
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 111/113

It should have come as no surprise, the uproar caused by Yahoo CEO Marissa Mayer when she mandated that all employees must report to the office. Telecommuting, or working from home, is only increasing: the number of employees working from home grew 23 percent from 1990 to 2000, according to the U.S. Census Bureau. As technology continues to advance, more companies are realizing the benefits of allowing employees to work remotely. Employers save on real estate and office overhead. Employees are more productive and satisfied, plus save on commuting, clothing and food expenses. Explore the risk management pros and cons of telecommuting.

Learning Objective:

  • Develop a checklist for ensuring a safe working environment at home.
  • Anticipate the necessary insurance coverages for both your employer and its employees.

Panel:

Coordinator
  • Yvette Connor, Managing Director, Alvarez & Marsal, LLP - Insurance & Risk Management Advisory Services
Speaker
  • Yvette Connor, Managing Director, Alvarez & Marsal, LLP - Insurance & Risk Management Advisory Services
Risk Manager
ERM in a Culture of Innovation - ERM001

ERM in a Culture of Innovation

Category: Enterprise Risk Management
Level: Foundational
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 501/502

People within organizations that are committed to innovative thinking, such as Juniper Networks, may at first resist the idea of enterprise risk management as a strategic business discipline. Explore Juniper's ERM journey with its emphasis on linking strategy to its risks and key risk indicators. Find out how this large, entrepreneurial organization developed an ERM framework that fits its innovative culture.

Learning Objective:

  • Consider alternate development and implementation approaches to your ERM program.
  • Assemble techniques for managing risk in a complex and decentralized environment.
  • Get tips on creating your own risk appetite statement and key risk indicators tied to performance.

Panel:

  • Gary Nesbit, Director of Risk & Insurance, Advance Auto Parts
Coordinator
  • Carol Fox, Director of Strategic and Enterprise Risk Practice, RIMS
Risk Manager
  • Laura Langone, Senior Director, Global Risk Management, Juniper Networks, Inc.
Have the 2013 Changes to the ISO CGL Policy Put Your Company at Risk? - ICM012

Have the 2013 Changes to the ISO CGL Policy Put Your Company at Risk?

Category: Insurance and Contract Management
Level: Innovative
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 207

For better or worse, ISO has made numerous revisions to the 2013 commercial general liability (CGL) policy and endorsements, some of which have far-reaching implications. These revisions are particularly important for businesses whose patrons consume alcohol-including BYOB establishments-as well as those that transfer risk via additional insured (AI) coverage and contractual indemnity provisions. AI limits-including those reflecting the recent expansion of anti-indemnity legislation to include insurance coverage-make it more important than ever to scrutinize insurance and indemnity clauses. Other key changes involve a new pollution exclusion and limitations on coverage for invasion of privacy and violations of the Fair Credit Reporting Act.

Learning Objective:

  • Understand how the 2013 ISO CGL policy affects your business.
  • Practice drafting contractual indemnity and insurance clauses that maximize coverage.
  • Distinguish between which endorsements to request and which to avoid.

Panel:

Coordinator Speaker Risk Manager
It is Only a Number: Managing the Risks of a Graying Workforce - TAL005

It is Only a Number: Managing the Risks of a Graying Workforce

Category: Talent Risk
Level: Innovative
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 405/406

As the Baby Boom generation begins its long march to retirement and late-age job changes become the norm, enterprises are confronting the twin business imperatives of ensuring continued productivity and managing a multigenerational workforce. Join an expert panel to discuss the advantages of older workers in the workplace and dispel common myths associated with aging and productivity. Explore ideas on workplace accommodation; bridge jobs and phased retirement; knowledge transfer; maintaining active engagement; updating skill levels; and senior worker recruitment and retention. Older workers represent an essential element of a truly diverse workforce. Tap their potential so your organization enjoys the advantage as you weather the coming demographic storm.

Learning Objective:

  • Recognize the key advantages of older workers in the workplace.
  • Compile simple accommodations that ensure continued productivity.
  • Assess mentoring and knowledge transfer programs to preserve institutional knowledge.

Panel:

  • Sarah Pacini, Vice President, Risk Management and Insurance, Advocate Health Care Network
Coordinator
  • Harry Leff, SVP, Sr. Marketing & Communications Manager, Marsh Risk Consulting
Speaker Risk Manager
Math Matters! How Risk Professionals Should Use an Actuarial Report - RIF005

Math Matters! How Risk Professionals Should Use an Actuarial Report

Category: Risk Finance
Level: Innovative
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 201/203

It is easy to open the actuarial report, flip to the summary and grab the number that looks like expected losses. This report, however, offers so much more value. Use this powerful tool to determine the best program for your organization. What can you do with the knowledge that reserve numbers have increased? Dig in and see how these numbers help determine retention levels, how risk averse you can and should be and what trends are driving the liabilities. Decipher actuarial results, trends and changes in assumptions for your organization's key stakeholders and management team. Translate the unique language of actuaries-stochastic variance, multivariate analysis and exposure bases. Learn to communicate the results clearly, in terms your management team can understand and act on. This session is hosted by RIMS Orange County Chapter.

Learning Objective:

  • Assess how the actuarial report serves your insurance program and total cost of risk (TCOR) management.
  • Determine the metrics that will help you assess if your systems are working and your program is improving.
  • Interpret confidence intervals and understand their impact on your program's structure.

Panel:

  • John Kline, Director, Risk & Ins. Mgmt., Discover Financial Services
Coordinator
  • Norm Hainlen, Director, Alternative Risk Financing, Wood Gutmann & Bogart Insurance Brokers
Speaker
  • Al Rhodes, President & Senior Actuary, SIGMA Actuarial Consulting Group, Inc.
Risk Manager
  • Tim East, Director, Risk Management, The Walt Disney Company
Score! Culture and Compliance in Brazil: Latin America’s Hottest Market - GRM007

Score! Culture and Compliance in Brazil: Latin America’s Hottest Market

Category: Global Risk Management
Level: Innovative
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 403/404

Multinational companies doing business in Brazil are enjoying historic economic growth fueled by a rapidly expanding middle class and the world's two largest sporting events-the FIFA World Cup in 2014 and the Olympic Games in 2016. As the largest economy in South America, Brazil is an attractive country for investment and contractors, but there are potential pitfalls in the absence of advanced due diligence. With Brazil's highly regulated insurance industry imposing serious consequences for noncompliance, you must have a framework to navigate the maze of insurance regulations.

Learning Objective:

  • Assess your risk management program for compliance with Brazil's insurance regulations.
  • See how foreign investments are viewed from a regulatory perspective.
  • Determine how you will protect against political disturbances, civil unrest or a change in governmental policies.

Panel:

  • Jennifer Reno, Manager, International Insurance, FMC Corporation
Coordinator Speaker Risk Manager
  • Debra Rodgers, Senior Vice President, Global Risk Management, ARAMARK
The Changing Face of Product Recall Insurance - ICM015

The Changing Face of Product Recall Insurance

Category: Insurance and Contract Management
Level: Innovative
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 401/402

Thousands of products are recalled in the United States every year. The statutory requirements for reporting potential product safety issues-as well as removing dangerous products from the stream of commerce-are often difficult to manage. Based on the impact that a product recall can have on your company's reputation and bottom line, product recall insurance should be a part of your recall deployment protocol. Insurance policies can address the risk for all types of industries, and today even include preincident consulting costs to prevent a recall from occurring in the first place.

Learning Objective:

  • Familiarize yourself with the legal and statutory requirements for reporting safety issues.
  • Explore insurance solutions for managing product recalls.
  • Calculate premiums and a self-insured retention that meet your company's needs.

Panel:

Coordinator Speaker
  • Florian Beerli, Senior Vice President, Product Recall Underwriting Unit, ACE Westchester
Risk Manager
  • Gary Nesbit, Director of Risk & Insurance, Advance Auto Parts
U.S. Cities Risk Multibillion-Dollar Earthquake Losses: Lessons from Christchurch - FOR009

U.S. Cities Risk Multibillion-Dollar Earthquake Losses: Lessons from Christchurch

Category: At the Forefront
Level: Innovative
Date: Tuesday, April 29, 2014
Time: 9:00 AM - 10:00 AM
Room: 104/106

Damaging earthquakes in the central and eastern United States are infrequent, but rigid bedrock beneath the many structures built without reinforced masonry leaves cities like Washington, D.C., Boston, New York, Charleston and St. Louis vulnerable. The potential destruction can be seen by example in the 2010-2011 earthquakes in Christchurch, New Zealand. With seismic similarities to the 1811-1812 U.S. New Madrid earthquakes and buildings similar to those in that region today, the Christchurch earthquake losses totaled $28 billion. Learn from those losses and examine one mitigation solution-enforcing stronger building codes.

Learning Objective:

  • Recognize areas in the central and eastern United States that are prone to potentially large earthquake losses.
  • Appreciate the connection between earthquake hazard and building stock.
  • Be aware of the implications of unenforced building codes in many jurisdictions.

Panel: