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SESSIONS / EVENTS BY DAY

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1:00 pm - 3:00 pm
Student Tour: SeaWorld San Diego (STUDENT MEMBERS AND ADVISORS ONLY) (SSD)

Are you a student? Join RIMS and get a behind the scenes risk management tour of SeaWorld San Diego! Meet in the Porto Vista Hotel lobby at noon on Saturday, April 9. The tour will begin at 1:00 pm and end at 3:00 pm. Shuttle will take you to and from SeaWorld San Diego.  

Room:
Category:
Level:

5:30 pm - 7:30 pm
ABSIP and Student Reception (STUDENT MEMBERS AND ADVISORS ONLY) (ASR)

(By Invitation Only) PLEASE DO NOT SIGN UP FOR THIS EVENT IF YOU ARE NOT A STUDENT MEMBER OR ADVISOR.

Room: Elevation Room, 30th Floor
Category: Networking Event
Level:

8:00 am - 3:00 pm
RIMS ’16 Community Service Day: Harmonium (CSD)

Join RIMS as we spend the day volunteering with Harmonium, a non-profit organization whose mission is to promote well-being and self-sufficiency in children, youth, and adults through creative education, intervention, and prevention services rooted in collaboration with neighborhoods and families. Harmonium was established in 1975 through an enterprising blend of vision and necessity to respond to Mira Mesa’s rapidly growing need for juvenile diversion services. We’ll spend the day working at their Klassic Kids program, which provides before and after school care and full-day care at designated sites on non-school days in a creative educational environment. Community Service Day volunteers will help fix-up the school sites by painting, landscaping, installing siding, cleaning and other various maintenance projects. 

Room: 25AB
Category: Networking Event
Level:

9:00 am - 12:00 pm
Associate in Risk Management 54: Risk Management Principles and Practices Exam Review (CAD007)

Familiarize yourself with form and content to optimize your test-day performance. In this review for the Associate in Risk Management (ARM) 54 exam (Risk Management Principles and Practices), dissect 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. And practice exam questions. To fully benefit from this session, advanced preparation by studying the course materials is recommended.

Room: 30A
Category: Career Development (CAD)
Level: Innovative

Learning Objectives:
  • Anticipate the ARM 54 exam format.
  • Recall specific principles likely to appear on the ARM 54 exam.
  • Appraise your strengths and weakness applied to ARM 54 exam subjects.
Speakers:
  • Susan Kearney, Senior Director of Knowledge Resources, The Institutes
  • Ann Myhr, Senior Director of Knowledge Resources, The Institutes
Associate in Risk Management 56: Risk Financing Exam Review (CAD009)

Familiarize yourself with form and content to optimize your test-day performance. In this review for the Associate in Risk Management (ARM) 56 exam (Risk Financing), dissect 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. And practice exam questions. To fully benefit from this session, advanced preparation by studying the course materials is recommended.

Room: 30B
Category: Career Development (CAD)
Level: Innovative

Learning Objectives:
  • Anticipate the ARM 56 exam format.
  • Recall specific principles likely to appear on the ARM 56 exam.
  • Appraise your strengths and weakness applied to ARM 56 exam subjects.
Speakers:
  • Michael Elliott, Senior Director of Knowledge Resources, The Institutes
RIMS Chapter Leadership Forum (CLF)

The Chapter Leadership Forum, hosted by Cynthia D’Amour, MBA, is open to both current and future chapter leaders to strategize solutions focusing on key engagement and participation challenges. 

Room: 5B
Category: Networking Event
Level:

11:00 am - 12:30 pm
Anita Benedetti Student Involvement Program Brunch (BY INVITATION ONLY) (ABS)

PLEASE DO NOT SIGN UP FOR THIS EVENT IF YOU ARE NOT A 2016 ABSIP SCHOLAR.

Room: 25C
Category: Networking Event
Level:

1:00 pm - 4:00 pm
Associate in Risk Management 55: Risk Assessment and Treatment Exam Review (CAD008)

Familiarize yourself with form and content to optimize your test-day performance. In this review for the Associate in Risk Management (ARM) 55 exam (Risk Assessment and Treatment), dissect the more challenging areas of the course. Review content on loss control, system safety, root cause analysis, business continuity, reputation risk, cyber risk and environmental risk. And practice exam questions. To fully benefit from this session, advanced preparation by studying the course materials is recommended.

Room: 30A
Category: Career Development (CAD)
Level: Innovative

Learning Objectives:
  • Anticipate the ARM 55 exam format.
  • Recall specific principles likely to appear on the ARM 55 exam.
  • Appraise your strengths and weakness applied to ARM 55 exam subjects.
Speakers:
  • Susan Kearney, Senior Director of Knowledge Resources, The Institutes
Associate in Risk Management–ERM 57: Enterprise Risk Management Exam Review (CAD010)

Familiarize yourself with form and content to optimize your test-day performance. In this review for the Enterprise Risk Management (ERM) 57 exam, focus on understanding the more challenging areas of the course. Review content on ERM goals, strategic risk management, risk management frameworks, risk governance, internal control, business process and performance management, risk mapping, influence diagrams, portfolio theory, risk-based capital and capital investment analysis. And practice exam questions. To fully benefit from this session, advanced preparation by studying the course materials is recommended.

Room: 30B
Category: Career Development (CAD)
Level: Innovative

Learning Objectives:
  • Anticipate the ERM 57 exam format.
  • Recall specific principles likely to appear on the ERM 57 exam.
  • Appraise your strengths and weakness applied to ERM 57 exam subjects.
Speakers:
  • Susan Kearney, Senior Director of Knowledge Resources, The Institutes
  • Michael Elliott, Senior Director of Knowledge Resources, The Institutes
  • Ann Myhr, Senior Director of Knowledge Resources, The Institutes
3:00 pm - 4:00 pm
Global Attendee Orientation and Reception (GAO)

Exclusively for attendees from outside of the United States and Canada, this new event will offer global attendees an opportunity become acquainted before the conference begins.

Room: 27AB (Global Lounge)
Category: Networking Event
Level:

4:00 pm - 5:30 pm
First Time Attendee Orientation (FTO)

RIMS ’16 is an event that connects you with some 10,000 professionals from more than 70 different countries. We know it can be an overwhelming experience. Attend this program and you’ll be a RIMS ’16 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. Our keynote speaker and author, Debra Fine, will share tips from her fast paced, informative and interactive program The Fine Art of Small Talk. Together we’ll laugh, learn and leave with the tools to develop and cultivate outstanding conversation skills and business networking techniques that will result in engaging new and current clients, building rapport and increasing visibility. Whether you’re a first-time attendee or you attend every year, you’ll gain practical tips. Learn how to turn every conversation into an opportunity for success. After, we’ll depart for RIMS Opening Reception where you can put your improved networking skills into practice.

Room: 5AB
Category: Networking Event
Level:

Speakers:
  • Debra Fine, Fine Art of Small Talk
6:00 pm - 8:00 pm
RIMS ’16 Opening Reception: Meet ‘n the Street (ROR)

Gaslamp Block Party Get ready to “Meet ‘n the Street” on a private block located in the heart of historic Gaslamp Quarter just steps from the convention center! You’ll enjoy a wide variety of food and beverage, strolling entertainment and live music, all along the most popular street in San Diego.  Enjoy the freedom of moving in and out of the many exclusive venues along 5th Avenue, while networking among your fellow RIMS attendees.  Don’t miss this exclusive and spectacular event, we can’t wait to see you there!  

Room:
Category: Networking Event
Level:

7:45 am - 9:45 am
RIMS General Session and Opening Keynotes (GSK)

New TED-Style Format! This year’s dynamic General Session will feature three TED-style keynotes, each delivering 18 minutes presentations. These keynote speakers will also present deeper-dive sessions on Monday afternoon.

Room: Hall H
Category: Networking Event
Level:

Speakers:
  • Vinh Giang, Keynote Speaker, The Psychology of Illusion - Misdirection
  • Scott Klososky, 3D Innovation: Changing the World One Piece at a Time
  • Pam Meyer, How to Spot a Liar
10:00 am - 12:15 pm
Exclusive Exhibit Hall Hours (EXH)

Room: Exhibit Halls C-G
Category: Networking Event
Level:

12:15 pm - 1:45 pm
Awards Luncheon and Leadership Keynote: Vinh Giang (ALK)

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 2016 Harry and Dorothy Goodell Award. Inductees into the Risk Management Hall of Fame will also be announced. Our special guest host, Vinh Giang, will entertain and open your mind to new possibilities with his remarkable insights into human psychology, business and the wonderful world of magic.

Room: Hall H
Category: Networking Event
Level:

2:00 pm - 3:00 pm
Achieving Balance: Managing Mental Health and Stress-Related Issues in the Workplace (RIC016)

Mental health and well being affect quality of life as well as organizational performance. Stress, depression and anxiety are repeatedly ranked among the top causes of employee absenteeism. And mental and behavioral health issues drive disability and decreased productivity. With a more proactive approach to managing mental and behavioral health issues, however, you can address work-related stress and achieve a more positive balance. Explore some of the new approaches that are being developed in this area and how they drive both clinical and financial results.

Room: 30A
Category: Risk Control (RIC)
Level: Visionary

Learning Objectives:
  • Refer to trends and statistics related to mental and behavioral health.
  • Anticipate the workplace risk impact of mental and behavioral health problems.
  • Sketch an outline of strategies to improve mental and behavioral health for your employees.
Speakers:
  • Scott Daniels, Director of Disability, Comcast
  • Kimberly George, Senior Vice President, Corporate Development, M&A, Healthcare, Sedgwick
Because Nice Matters: The Soft Skills of Risk Management (CAD001)

Your work touches every area of your organization. So only when you fully understand your organization- how it is set up, its culture, the decision makers and how to get-buy in-can you move your risk management strategy forward. Join a vibrant discussion about navigating these waters with an organizational communication strategy that helps you deliver good-and bad-news in a constructive way. Examine examples of successful and not-so-skillful situations and keys to doing it nicer. This session is hosted by RIMS Arizona Central Chapter.

Room: 32A
Category: Career Development (CAD)
Level: Foundational

Learning Objectives:
  • Assemble ways to increase your awareness of your organization.
  • Employ communication strategies that facilitate organization-wide conversations.
Speakers:
  • Sarah Schott, First Vice President, Alliant Insurance Services
  • Sandra Little, Manager, Enterprise Risk, Bar-S Foods Co.
Bliss or Dis: ROI of Reputation-Centered ERM (SRM008)

Reputation risk is the risk of stakeholder disappointment. Disappointment leads to disloyal customers, disengaged employees, distracted suppliers, distrustful creditors, dismissive investors and determined litigators and regulators. Directors and officers must protect reputation as a strategic asset that affects the profit and loss statement and underpins both liquidity and market capitalization risks. Learn to calculate potential reputational losses utilizing big data analytics, optimizing loss absorption and risk transfer capacity and signaling.

Room: 29C
Category: Strategic Risk Management (SRM)
Level: Masters

Learning Objectives:
  • Consider strategic deterrence for activists, litigators and regulatory opprobrium.
  • Prepare a plan for board exculpation and directors and officers reputation protection.
  • Take steps to wield enterprise-level governance for stock appreciation.
Speakers:
  • Paul Liebman, Chief Compliance Officer, The University of Texas at Austin
  • Nir Kossovsky, Chief Executive Officer, Steel City Re
Board and C-Suite Risk Management Utopia (SRM011)

Increasingly, the board of directors and C-suite are tuned in to risk issues. Their expectations of you are higher than ever. What do they want? How can you proactively address those needs? How can you become an integral part of your company’s decision-making process? Join a panel discussion on how to make risk management a key strategic business partner in your company. Explore organizational alignment, enterprise risk, operations integration, strategic planning and goal setting and analytics. Grow your influence within your company and grow your career.

Room: 28AB
Category: Strategic Risk Management (SRM)
Level: Visionary

Learning Objectives:
  • Anticipate the risk management needs of key stakeholders.
  • Adopt proven strategies and tools to use with the board and C-suite.
  • Compare ideas for self-development and career growth.
Speakers:
  • Kristi Whistle, SVP, Marsh
  • Andy Steinbach, Director Global Risk Finance, YUM! Brands Inc.
  • William Frese, Director of Risk Management, ADT LLC
CAT Bonds 101 (RIF003)

What are CAT Bonds? How do they work? As you reassess your organization's exposure to catastrophic events, you may find yourself seeking solutions beyond traditional insurance products that do not necessarily satisfy your risk management and insurance needs. Your organization may require quick access to capital, so you need to create a more comprehensive solution that supports your enterprise risk management goals and objectives. See how CAT bonds and other parametric insurance solutions can provide that and complement your risk management and insurance programs.

Room: 24C
Category: Risk Finance (RIF)
Level: Foundational

Learning Objectives:
  • List the basic concepts of CAT bonds.
  • Decide whether your company should purchase a CAT bond.
  • Explain the CAT bond purchase process.
Speakers:
  • Jamie Crystal, Executive Vice President, Crystal & Company
  • Laureen Coyne, Director, Risk Management, Metropolitan Transportation Authority
Changing Global Demographics: Your Duty of Care for Every Generation (GRM011)

From baby boomers to millennials, travel risk executives face a range of vigorous demands and risks in international assignments. More experience may mean greater health-related issues while less experienced employees may end up in dangerous situations or with a mental health crisis. Learn how to identify, mitigate and prevent these risks from creating  bigger financial, reputational and legal damage. Look at effective risk management of various generations from a duty of care perspective when employees represent your company in an international setting.

Room: 27AB (Global Lounge)
Category: Global Risk Management (GRM)
Level: Innovative

Learning Objectives:
  • Differentiate the risks and threats between multiple generations of corporate travelers.
  • Choose policies that safeguard your globally mobile workforce.
Speakers:
  • Mark Fischer, Lead Coordinating Doctor, Americas, International SOS
  • Matthew Bradley, Regional Security Director Americas, International SOS
Coordinating Your Insurance Program (INS007)

How coordinated are you? Find the gaps and duplications in your coverage lines. Manage claims involving multiple lines in a way that avoids conflicts between insurers, multiple deductibles and multiple self-insured retentions. Learn to use claims handling agreements and special handling instructions as tools to control insurance costs. Explore coordination of primary, umbrella and excess insurance and determine why follow form excess coverage may not, actually, follow form. Spot the issues, understand the problems and get real-world advice and solution examples.

Room: 31C
Category: Insurance and Contract Management (ICM)
Level: Foundational

Learning Objectives:
  • Assemble fixes that coordinate coverages and close gaps.
  • Adopt techniques to avoid disputes—and expenses—when claims trigger multiple lines of coverage.
  • Recognize the lack of coordination between primary and excess and umbrella layers.
Speakers:
  • Matthew Walsh, Chief Brokerage Officer & Executive Vice President, AON Risk Solutions
  • Raymond Alletto, Vice President, Risk Management, United Rentals, Inc.
Cyber Liability and Directors’ and Officers’ Liability Insurance (CRM011)

Cyber issues are top-of-mind for corporate boards and management teams, and for good reason. See how a cyber incident could result in a slew of costs for regulatory investigations, remediation activities and credit monitoring. Examine the duties of your directors and officers facing these new risks. Keep pace with cyber risk trends and developments and the impact they have on your directors’ and officers’ (D&O) coverage.

Room: 25AB
Category: Cyber Risk Management (CRM)
Level: Visionary

Learning Objectives:
  • Identify cyber risks related to the critical considerations of your board and management team.
  • Distinguish common points of overlap between cyber liability and D&O policies.
  • Adopt best practices for D&O liability coverage.
Speakers:
  • Kieran Hughes, Vice President | Directors & Officers, AIG
  • Timothy Fletcher, Senior Vice President and Team Leader, Aon Risk Solutions
  • Leslie Lamb, Director, Global Risk Management, Cisco Systems, Inc.
Deception Detection Bootcamp (CAD014)

You are lied to between 20 and 200 times a day—most often in high-stakes situations. Discover the truth about lying, revealing lies and others’ silent intentions through the science of lie detection and interrogation. Determine the subtle signs of deceptive behavior in email, on the phone and in person. Get face-to-face skills to quickly assess potentially costly encounters so you can gain the upper hand in negotiations, maintain meaningful rapport during the most difficult conversations and transform your support network into a circle of trusted advisers. Speaker: Pamela Meyer Founder and Chief Executive Officer Calibrate  

Room: 30C
Category: Career Development (CAD)
Level: Foundational

Speakers:
  • Pam Meyer, How to Spot a Liar
Developing a Strategy for Transgender Employees (EMR015)

Public awareness of transgender issues has grown over the past few years, furthered by prominent celebrities and TV shows, President Obama’s historic use of the word in his 2015 State of the Union address, and recently-issued OSHA guidelines for how employers should handle issues faced by transgender employees in the workplace. Businesses clearly face increasing scrutiny from regulators, the media and consumers for their approach to the transgender community, but many organizations may find themselves unprepared to address concerns from both transgender and non-transgender employees. It is critical to act now and develop plans for integrating transgender employees into organizations and interacting with transgender clients or customers. During this hot topic session, a risk professional and an employment law attorney will provide practical tools for preparing your organization to navigate the risks that can be associated with transgender employees and customers, as well as ideas on how to find opportunity in both the employment and customer arenas.

Room: 25C
Category: Emerging Risks (EMR)
Level: Foundational

Learning Objectives:
  • Identification of risk issues relating to transgender employees and customers or clients.
  • Best practices and practical approaches for developing policies and plans to address concerns and minimize risks.
  • Understanding opportunities for improving your overall diversity and inclusion strategies
Speakers:
  • Liani Reeves, Attorney, Bullard Law
  • Victoria Nolan, Risk and Benefits Manager, Clean Water Services
Managing Claim Reserves: The Ultimate Impact (CLM005)

When you estimate the ultimate value of claims you combine art and science in an interplay of multiple disciplines and facets of your risk management program. Explore the methods used by claims examiners to establish case reserves and by actuaries to estimate costs by line of coverage. What role should you play to influence them? How do claim reserve decisions affect the underwriting process? What are the short- and long-term financial impacts of specific approaches and practices? Assess the importance of open lines of communication between all parties to keep the answers clear.

Room: 26AB
Category: Claims Management (CLM)
Level: Foundational

Learning Objectives:
  • Describe several approaches to establishing and maintaining case reserves.
  • Link case reserve methods to actuarial and underwriting evaluations.
  • Distinguish your role in claims, actuarial, underwriting and accounting activities.
Speakers:
  • Diane Meyers, Director, Risk Management - Corporate Insurance, YRC Worldwide Inc.
  • Travis Grulkowski, Principal & Consulting Actuary, Milliman, Inc.
Migrating to the Cloud: Threats and Opportunities for Risk Management (CRM004)

More than 90 percent of U.S. corporations have migrated business functions to software as a service providers operating over the cloud. With the legal, technical and security implications, you must become a smarter user and consumer. Know when a weak provider could leave your company vulnerable and when a best-in-class provider could be better than in-house security. Even if you are not directly involved in provisioning, you need to understand cloud proliferation and how to vet vendors, negotiate contracts and determine which functions should remain within your organization.

Room: 23AB
Category: Cyber Risk Management (CRM)
Level: Innovative

Learning Objectives:
  • Compare elements of quantitative difference between cloud providers’ service quality.
  • Leverage competition by requesting specific points of contract flexibility.
  • Identify domestic and international legal implications of operating over the cloud.
Speakers:
  • Denise Schlitt, Director, Global Risk Mgmt., NCR Corporation
  • Christopher Novak, Director, Global Investigative Response, Verizon
Mission Possible: Implementing an Enterprise Risk Management Framework (ERM002)

Your ability to manage risks is key to setting and achieving your organization's strategic goals. But often risk management activities lack an integrated and disciplined process. See how Université de Montreal-after several unsuccessful initiative-found an innovative, simple-but-not-stupid way to implement a comprehensive, formalized and structured enterprise risk management framework to support its diverse activities and operations. Plan a route that links strategic planning to enterprise risk management at your organization.

Room: 29A
Category: Enterprise Risk Management (ERM)
Level: Foundational

Learning Objectives:
  • Apply proven structures, processes and reference tools to your ERM framework needs.
  • Take steps that move your organization from traditional siloed activities to integrated risk management.
  • Adopt strategies that engage resources from each level of your enterprise.
Speakers:
  • Basma Neaime, Director, Organizational Performance, Université de Montréal
Multinational M&A Issues (INS009)

This session will discuss the evolving regulatory and legal landscape creating challenges for global mergers and acquisitions. The potential for unseen or under-appreciated risk can threaten an otherwise sound transaction. In addition, aggressive timelines to close transactions may challenge companies to conduct thorough due diligence, heightening the potential that the target company’s historical and ongoing liabilities may not be known or properly addressed. This session will provide risk managers with a roadmap to guide them through the risk identification process, identify current and potential liability risks, and present insurance solutions to mitigate these exposures.

Room: 30E
Category: Insurance and Contract Management (ICM)
Level: Innovative

Learning Objectives:
  • Anticipate and recognize changing regulatory and legal trends that can pose challenges in global M&A
  • Identify current and potential liability risks that may arise in global mergers, acquisitions, or divestitures
  • Consider measures that manage and transfer global M&A risks
Speakers:
  • Gary Kramer, SVP, Chubb Global Services, Chubb
  • Seth Gillston, EVP Mergers & Acquisitions/Private Equity Practice Leader, Chubb North America
Reservation of Rights Letters: Protecting the Policyholder (CLM006)

When the insurance company sends you a reservation of rights letter in response to a notice of claim, it may be a partial denial of coverage or a request for your acquiescence in certain positions. There may be an asserted right to recoup its defense payments under certain circumstances, or a requirement that defense counsel abide by the insurance company’s billing or other guidelines. Look at some of the potential traps for the unwary and tips on how you can successfully navigate and respond to reservation of rights letters to ensure your interests are being protected.

Room: 31B
Category: Claims Management (CLM)
Level: Foundational

Learning Objectives:
  • List insurers’ reasons for sending reservation of rights letters.
  • Isolate the parts of a reservation of rights letter that call for your response in order to protect your rights.
  • Anticipate privilege and confidentiality issues that arise from responses to a reservation of rights letter.
Speakers:
  • Michael Sharkey, Partner, Perkins Coie LLP
Responding to Sexual Abuse Accusations on Campus (PRM003)

What do you do when the unthinkable happens: an employee, volunteer or another participant is accused of sexually abusing a minor in one of your programs? The actions your institution takes in these critical initial moments and those that follow set the stage for a variety of emotions, opinions and legal exposures that may last years, even decades. Have the right abuse prevention system in place and know what to expect in the aftermath. Looking at examples from decades of experience, consider a crisis response plan that addresses victims, family assistance and communications.

Room: 30D
Category: Public Risk Management (PRM)
Level: Foundational

Learning Objectives:
  • Anticipate reactions in the moments after sexual abuse of a minor is alleged.
  • Employ steps that allow you to provide immediate help and resources for victims, parents and the community.
  • Work out an ongoing relationship management plan for authorities, parents and the community.
Speakers:
  • Aaron Lundberg, President and CEO, Praesidium, Inc.
  • Gary Langsdale, Univ. Risk Officer, Pennsylvania State University
Risk Assessment Tool: A Simple Resource for Strategic Decision Making (ERM001)

Are you doing your part to help your organization reach its goals while thoughtfully considering and managing the risks? Hone your understanding of the risk assessment process. Learn about the functionality of the risk assessment tool. And draw lessons that you can apply to your organization and your role with successful examples of the risk assessment tool in action.

Room: 29D
Category: Enterprise Risk Management (ERM)
Level: Foundational

Learning Objectives:
  • Locate your role’s relative position in the strategic decision-making process of your organization.
  • Employ an easy-to-use tool to identify, analyze and evaluate risks for strategic decision making.
Speakers:
  • Patrick Hughes, Chief Risk Officer, Oregon State University
  • Christina McKnight, Assistant Risk Officer, Oregon State University
Strategic Risk, Scenario Planning and Predictive Analytics: Cross-Industry Leading Practices (SRM003)

More organizations are managing the uncertainty and complexity of strategic risk by leveraging scenario planning and predictive analytics tools to identify key drivers and threats and convert them into opportunities. Take a comparative view across industries, pulling out leading practices from a range of sectors. Dive deeper into scenario planning and predictive analytics. Determine who owns strategic risk and whether quantitative analysis and scenario planning can help your organization make more defensible decisions. Apply cross-industry trends to your organization.

Room: 28CD
Category: Strategic Risk Management (SRM)
Level: Masters

Learning Objectives:
  • Define the role of enterprise risk management in identifying strategic risks.
  • Incorporate scenario planning and quantitative analysis into your mitigation plan.
  • Link scenario planning to empowered leadership decision making.
Speakers:
  • William Dehnert, Manager, Deloitte & Touche
The Changing Climate of Subrogation: Why Risk Professionals Should Think Subro First (CLM004)

Broaden your subrogation knowledge with a background on the changing climate of the industry and the benefits for the self-insured and society. Review case studies and ways to improve results. Understand what is needed for a successful recovery and how to implement these tools to manage in-house subrogation staff, vendors and independent adjusters.

Room: 30B
Category: Claims Management (CLM)
Level: Foundational

Learning Objectives:
  • Incorporate suggestions on how to develop and manage a subrogation model.
  • Use subrogation industry benchmarking metrics.
  • Select best practices to improve self-insured subrogation results.
Speakers:
  • Susan Ciliberti, Director, Risk Management, Pitney Bowes Inc.
  • Leslie Wiernik, Executive Director, National Association of Subrogation Professionals
The Comic-Con of Risk Financing (RIF006)

Do you have trouble talking to your CFO about the financial aspects of your insurance program? Are you confused by terms like IBNR, loss development, net present value and discovery and payout patterns? If so, take a walk through the basic elements of risk financing. Focus on tools such as loss triangulation, loss analyses and net present value cash flow comparisons. Through case studies, discover the skills you need to effectively communicate risk financing details and understand how to use these techniques to improve insurance programs.

Room: 23C
Category: Risk Finance (RIF)
Level: Foundational

Learning Objectives:
  • Detail risk finance terms and tools.
  • Employ loss triangulation, loss analyses and net present value cash flow comparisons.
  • Adopt skills to communicate risk financing concepts.
Speakers:
  • Shaun Jackson, Director, Risk Management, El Pollo Loco, Inc.
  • Barbara Benson Grinnell, Vice President, Risk Solutions, Willis Towers Watson
  • Scott Silitsky, Risk Manager, ThyssenKrupp Elevator Co.
The War on Employee Misclassification: Risks and Costs to Employers and Insurers (RIF010)

When workers are labeled independent contractors, employers avoid taxes as well as workers' compensation and unemployment insurance coverage. Conversely, misclassified workers who file suit for injuries sustained on worksites create tremendous liability risk for both employers and insurers. Consider that the insurance industry loses more than $100 million per year in premiums when misclassified workers are surreptitiously added onto workers' compensation policies. Review state and federal action on this matter and the impact on employer and insurer costs and risk.

Room: 28E
Category: Risk Finance (RIF)
Level: Masters

Learning Objectives:
  • Summarize employee misclassification and regulation trends to date.
  • Compare the cost and risk impacts of employee misclassification on employers and insurers.
  • Plan for future employee misclassification regulation.
Speakers:
  • Stephanie Watts, Resolution Manager, Gallagher Bassett
  • John Zeigler, Attorney at Law, Marshall Dennehey Warner Coleman & Goggin
Top 10 Key Attributes of an Enterprise Risk Management Program (ERM003)

How do you maintain key risk focus across all categories of risk? Have you incorporated integrated risks into a calculated, aggregated organizational risk exposure? Examine each of the top attributes of an effective enterprise risk management (ERM) program. Whether your organization wants better risk-return management decisions or improved risk disclosures for primary stakeholders, discover the elements your ERM program must have.

Room: 29B
Category: Enterprise Risk Management (ERM)
Level: Foundational

Learning Objectives:
  • Describe the essential qualities of a successful ERM program.
  • Employ mechanisms that maintain key risk focus across all categories of risk.
  • Assemble arguments to convince your organization’s primary stakeholders of the benefits of ERM.
Speakers:
  • David Young, Lecturer, University of Colorado, Denver
  • Cindy Roelke, Director, Risk and Insurance, Western Union
2:00 pm - 4:00 pm
Spencer-RIMS Risk Management Challenge Presentations Final Round (IND022)

Witness the next generation of risk management and insurance superstars as they compete in the final round of the Spencer-RIMS Risk Management Challenge. Undergraduate students studying risk management and insurance will present their risk management solutions to this year's case study and compete for cash prizes.

Room: 24AB
Category: Industry (IND)
Level: Foundational

3:00 pm - 4:00 pm
Exhibit Hall Networking Reception: Napa Valley, San Diego Style (EHB)

Enjoy a wine-tasting featuring some of Napa Valley’s notable wines paired with domestic cheeses. Regroup with your peers and colleagues and network with new ones as we join together to build relationships within the risk community.

Room: Exhibit Halls C-G
Category: Networking Event
Level:

4:00 pm - 5:00 pm
3D Printing Part II: Extrapolating the Future (EMR014)

Science fiction movies have been painting the picture of a “replicator” for years, and now it is coming true.  What else can be learned from looking into our imagined future?  In this follow up session to his opening presentation, Scott will extrapolate some of the current trends in 3D printing into the future.  He will also share a few thought leading visions as to new uses for 3D printing that are not currently being discussed.  He will then tie these future pictures to their ultimate impacts on the economy, various industries and humanity in general. Speaker:  Scott Klososky Partner Future Point of View, LLC

Room: 31B
Category: Emerging Risks (EMR)
Level: Foundational

Speakers:
  • Scott Klososky, 3D Innovation: Changing the World One Piece at a Time
A Risk Professional’s Guide to Using the SEC Whistleblower Program to Strengthen Culture and Loyalty (LGL006)

The U.S. Securities and Exchange Commission (SEC) whistleblower program receives more than 3,000 tips each year, triggering company investigations, fines and penalties. These whistleblower employees bypass internal reporting mechanisms and catch their companies by surprise, causing potentially irreparable reputational damage. Confront the challenge. You can encourage employees to report issues internally using the same incentives from the SEC whistleblower program.

Room: 30B
Category: Legal and Regulatory (LGL)
Level: Innovative

Learning Objectives:
  • Recognize ways to utilize the SEC whistleblower program to your company’s advantage.
  • Select strategies to create a corporate culture of internal reporting.
  • Adopt best practices for conducting internal investigations of whistleblower complaints.
Speakers:
  • Joseph Martini, Partner, Wiggin and Dana LLP
  • Christopher Giovino, Director for Forensic Analysis, Crime and Cyber Evaluation Risk Quantification, Aon Risk Solutions
Behind the Actuarial Curtain: More Than Numbers (CLM020)

Any actuarial report has enough numbers to make your head spin. While these are vitally important, what about the considerations, assumptions and judgments an actuary employs to arrive at them? Through examples, charts and graphs, go beyond the scope of a standard reserve analysis. Explore some of the ways actuaries consider future scenarios and incorporate them into the report. Learn how you can get the most from your actuary.

Room: 28AB
Category: Claims Management (CLM)
Level: Masters

Learning Objectives:
  • Employ tools to improve actuarial relationships—and analyses.
  • Distinguish ways scenarios can be incorporated into an actuary's analysis.
  • Measure your actuary’s contribution to your organization beyond number crunching.
Speakers:
  • Aaron Hillebrandt, Consulting Actuary, Pinnacle Actuarial Resources
Concussion in the Workplace and Vestibular Rehabilitation (CLM019)

Treat your employee concussion injuries with treatments and exercises that reduce symptoms and speed recovery. Learn how to identify a concussion. Review the latest evidence-based post-concussion care that improves function to expedite return to work. Explore anatomy, physiological changes with trauma and symptom recognition. 

Room: 29B
Category: Claims Management (CLM)
Level: Masters

Learning Objectives:
  • Describe the mechanisms of a concussion and resultant brain trauma.
  • Recognize the symptoms of concussion types.
  • Adopt ways to focus interventions and treatments based on symptoms and concussion type.
Speakers:
  • Melissa Bloom, Board Certified Specialist in Neurologic Physical Therapy, Physio
Contingent Business Interruption Exposure in the Manufacturing Industry (INS001)

Examine the exposures to your manufacturing business from its heavy reliance on suppliers and customers. How do you distinguish your essential suppliers and main customers? How will an interruption to the supply chain affect your business? What coverage is in place to address these exposures? What is the impact of a customer interruption? Review a risk exposure example with a case study that quantifies the potential contingent business interruption (BI) loss that could affect your organization. 

Room: 31C
Category: Insurance and Contract Management (ICM)
Level: Foundational

Learning Objectives:
  • Define BI for your business.
  • Choose ways to identify contingent BI risk within your organization.
  • Follow the steps of contingent BI case management and quantification.
Speakers:
  • Andrew Bourne, Partner, BDO Canada LLP
  • Paul McGuire, Treasury Manager, Martinrea International Inc.
Data Security and Breach Notification Legislative Update: What You Need to Know (CRM001)

The federal government has been working to pass data security and breach legislation for consumer protection. By the time you attend this session, it should be in place. Join us as we summarize the legislation. Examine the legal ramifications for your organization. Even if legislation is still in the works, you need to know its status and the legislative possibilities on the horizon. This session is hosted by RIMS External Affairs Committee.

Room: 25AB
Category: Cyber Risk Management (CRM)
Level: Foundational

Learning Objectives:
  • Determine which of your organization’s processes will be affected by compliance.
  • Select actions to protect your organization from liability.
  • Anticipate the policy implications of passed or pending bills.
Speakers:
  • Janice Ochenkowski, International Director, Jones Lang LaSalle Incorporated
  • James McIntyre, RIMS Washington Counsel, McIntyre & Lemon Law Firm, PLLC
Emerging Best Practice Risk Management in the Private and Public Sectors (PRM002)

Are there meaningful differences between risk management in the public and private sectors? This question rests at the center of a long-standing debate invariably laden with political overtones. This in itself is instructive as public and private management are never free from political influence. Explore the distinctive aspects of public entity and private sector risk management. Discuss the approaches of each segment in the steps of the risk management process and insights into best practices. This session is hosted by RIMS San Diego Chapter.

Room: 30E
Category: Public Risk Management (PRM)
Level: Foundational

Learning Objectives:
  • Contrast public and private risk management functions and responsibilities.
  • Describe how differences affect what actions risk management takes in each sector.
  • Determine the duties, liabilities and management styles for both types of risk professionals.
Speakers:
  • Joseph Mazza, Director, Risk Management, MiraCosta Community College District
  • David Dolnick, Risk Manager, The Brady Companies
Immigration Policy and the Law: What Do Risk Professionals Need to Know Now and in the Future? (LGL004)

What do you know about immigration policy and law? In 2016 this area has the potential to grow volatile. Join a discussion about managing this risk to keep it from turning into a slippery slope of unintended crisis. You have a foot in every area of your operation and thus the unique opportunity to be a conduit of support and information for hiring managers and human resources. So get tools that prepare you to protect your organization, mitigate risk and take advantage of opportunities that may present themselves in the coming months. This session is hosted by RIMS Arizona Central Chapter.

Room: 29D
Category: Legal and Regulatory (LGL)
Level: Innovative

Learning Objectives:
  • Define your role in regional approaches to immigration policy and law.
  • Assemble risk mitigation tips to share with management and human resources.
  • Anticipate immigration policy changes in 2016 and beyond.
Speakers:
  • Ashik Jahan, Attorney, Hall Booth Smith, P.C.
  • Sandra Little, Manager, Enterprise Risk, Bar-S Foods Co.
In Practice: Putting Strategy into ERM (ERM011)

Whether you talk about enterprise risk management (ERM) or strategic risk management (SRM), get in on the conversation about the strategies that can gain traction for your program.  Leverage the lessons learned by early adopters. Understand the difference between enterprisewide risk management and executive (reporting) risk management. Make ERM truly functional across your organization.

Room: 26AB
Category: Enterprise Risk Management (ERM)
Level: Masters

Learning Objectives:
  • Anticipate the difficulties of rolling out an ERM program.
  • Integrate proven strategies into your ERM plan.
  • Use methods to amend your strategy early when it is not working.
Speakers:
  • Darius Delon, Associate VP Risk Services, Mount Royal University
Is Fleet Safety Your Risk Management Blind Spot? (RIC013)

It would not be unusual if you and your C-suite downplayed auto risks since your organization does not operate a large fleet of trucks. Vehicle collisions, however, remain the top cause of workplace fatalities. And auto liability and workers’ compensation costs resulting from vehicle collisions weigh heavily on your total cost of risk. Learn to couple the use of traditional fleet safety management controls with telematics and other advanced technologies to manage your risk. With real-life examples, learn how your organization can benefit from a proactive approach to fleet safety management.

Room: 25C
Category: Risk Control (RIC)
Level: Masters

Learning Objectives:
  • Summarize the importance of a comprehensive fleet safety management program.
  • Apply examples of pairing advanced technologies with traditional means to your program.
  • Choose amongst technologies that foster fleet safety results.
Speakers:
  • Margey Knight, Director, Risk Management and Legal, Frias Transportation Management
  • Rich Bleser, Senior Vice President, Fleet Specialty Practice Leader, Marsh Risk Consulting
Is Protecting the Balance Sheet Really Enough? (ERM010)

Safety risks that cost pennies to treat can result in billions of dollars in exposure. Get inside recent enterprise risk management (ERM) lapses to assess these risks. Explore organizational culture and the need for a holistic approach. See how high reliability organizations (HRO) achieve ERM that identifies and manages risk management process lapses. Learn how risk scenarios from the COBIT (Control Objectives for Information and Related Technology) governance framework combine with HRO characteristics to manage mission, safety and reputation risk-as well as finance.

Room: 30D
Category: Enterprise Risk Management (ERM)
Level: Masters

Learning Objectives:
  • Map your organization’s route to enhanced ERM.
  • Take steps toward developing risk scenarios to be integrated into ERM processes.
Speakers:
  • Jeff Vernor, Head of Enterprise Risk Mgmt and Internal Audit, TPG Global LLC
  • Joseph Mayo, President, J. W. Mayo Consulting, LLC
Medicaid Third Party Liability Recovery: The Next Medicare Secondary Payer? (EMR011)

Although Medicaid is managed at the state level, the federal government pays for more than 60 percent of the benefits. Because the states' Medicaid programs face insolvency issues, they must find methods to protect funds, which makes third party liability a hot topic. Compare and contrast the Rhode Island Medicaid reimbursement law and the National Conference of Insurance Legislators' Model Act. Learn why you must follow Medicaid secondary payer developments and how they could add time to the prompt closure of claims and play havoc with settlements. This session is hosted by RIMS Broward County Chapter.

Room: 30C
Category: Emerging Risks (EMR)
Level: Masters

Learning Objectives:
  • Map your organization’s place in the current Medicaid compliance landscape.
  • Adopt best practices for setting up a Medicaid secondary payer compliance risk strategy.
Speakers:
  • Roy Franco, Chief Legal Officer, Franco Signor LLC
  • John Burkholder, Director of Risk Management, Broward County Bd. of County Commissioners
  • Cliff Connor, Vice President of Medicare Compliance, Gallagher Bassett Services
Merge Ahead: Avoiding Common Pitfalls of Mergers and Acquisitions (RIF008)

When it comes to mergers and acquisitions, unifying the workers' compensation claims management systems requires you to research, evaluate, select and create risk management roles, programs, procedures and goals. You are also taking on another company's legacy workers' compensation exposures while meeting tough financial targets and integrating different business cultures, models, processes and systems. Learn how risk and claims management leaders successfully brought their insurance and claims programs together and exceeded financial synergy targets.

Room: 32A
Category: Risk Finance (RIF)
Level: Innovative

Learning Objectives:
  • Identify the factors behind the largest risk and claims management challenges in mergers.
  • Assemble tips for operations, human resources, legal, loss prevention teams and insurance partners.
  • Calculate the cost benefits of putting your new risk management program into practice.
Speakers:
  • Kathy Schroeder, Sr. Director, Global Risk Management, Office Depot, Inc.
  • Ron Skrocki, Vice President Product Management/Development, Genex Services
Sue or Settle? Strategic Thinking for Insurance Coverage Disputes (CLM018)

Too often, faced with a denial of coverage, you may conclude that you must either commence costly litigation against your insurers, or walk away emptyhanded. Most insurers, however, are receptive to principled compromise on a serious claim. Determine your strategy with careful analysis of the economic and legal circumstances of the claim. Moreover, settlement requires careful preparation and strategic thinking—every bit as much as litigation. Explore what insurers want for settlement dollars and strategies that get you to “yes” without going to court.

Room: 28CD
Category: Claims Management (CLM)
Level: Masters

Learning Objectives:
  • Rank the legal and commercial considerations of litigation-versus-compromise for major claims.
  • Determine the tools already at your disposal to get a settlement done.
  • Identify ways of managing negotiations to minimize cost and maximize recovery.
Speakers:
  • Ashraf Kilada, Sr. Director, Treasury Risk Management, PepsiCo, Inc.
  • David Klein, Partner, Pillsbury Winthrop Shaw Pittman LLP
Supply Chain Brain: Avoiding Pitfalls in an Integrated World (RIC002)

With increased reliance on third parties, supply chain disruptions are becoming more common, as can be seen after the 2001 earthquake in Japan and Superstorm Sandy. Coverage, however, is new and policy language often vague. Understand how your supply chain is changing, why it is changing and the risks before you attempt to mitigate, transfer or assume that risk. Explore the greater complexity of an integrated supply chain and how recent world events shape the ways policyholders and insurers look at coverage and claims.

Room: 30A
Category: Risk Control (RIC)
Level: Foundational

Learning Objectives:
  • Select tools to assess your supply chain risk profile and risk appetite.
  • Form a plan to mitigate supply chain risks.
  • Follow rules to avoid pitfalls in supply chain claims resolution.
Speakers:
  • Nigel Henley, Executive Director, Ernst & Young
The New Normal: Most Employees are Non-Exempt and None are Independent Contractors (LGL011)

Review recent changes in wage and hour laws. See how the U.S. Department of Labor's (DOL) proposed salary amendments are likely to increase the number of wage and hour claims filed annually. Review DOL guidance on independent contractor classification, looking at the recent Uber case as a perfect example of the potential impact on your organization.

Room: 28E
Category: Legal and Regulatory (LGL)
Level: Masters

Learning Objectives:
  • Track emerging trends in wage and hour litigation.
  • Establish your role in mitigating wage and labor risk through risk transfer options.
  • Define where wage and hour compliance fits into your overall risk management strategy.
Speakers:
  • Timothy Carey, Risk Manager, Ricoh Corporation
  • Adeola Adele, EVP, EPL Product Leader and Cyber Thought Leader, Willis Towers Watson
The Politics of Guns Versus the Reality of Risk Management: Are You Prepared? (EMR007)

The politics of guns in America are volatile, divisive and passionate. Yet the risks firearms present to organizations every day does not depend on the politics of the moment. You must deal gun violence in America. Discuss the legal aspects of what your organization can do and the practical implications of creating a firearms risk management program.

Room: 29C
Category: Emerging Risks (EMR)
Level: Innovative

Learning Objectives:
  • Assemble building blocks for a risk management plan to address guns on your organization’s property.
  • Find ways your insurance partners can help manage and mitigate the risks of guns.
Speakers:
  • Michael Lowry, Attorney, Thorndal Armstrong Delk Balkenbush & Eisinger
  • Danielle Goodgion, Director of Human Resources, Texas de Brazil
Turn Down the Heat: Reducing Risk in Solar Panel Installations (EMR004)

Sure, you want to reduce your energy costs and save the planet, but not at the cost of burning down your building. The way photovoltaic systems operate in proximity to roofs does create a fire hazard. Whether you have jumped on the solar energy bandwagon or are considering an installation, familiarize yourself with the apparent risks. Learn from case studies of large-loss fires related to roof-mounted solar panels and discover what you can do to prevent incidents with your own system.

Room: 24C
Category: Emerging Risks (EMR)
Level: Innovative

Learning Objectives:
  • Identify the major components and operating characteristics of a photovoltaic system.
  • Describe the failure mechanisms of photovoltaic systems that can result in ignition.
  • Choose the appropriate safety features and installation requirements for your solar panel installation.
Speakers:
  • Kurt Leisure, Vice President, Cheesecake Factory Incorporated
  • Skip Donnell, Engineering Manager - Chicago Division, Liberty Mutual Insurance
Using a Captive as a Risk Management Tool: A Case Study (RIF007)

More than 6,000 captives worldwide-and growing-continuously adapt and innovate to reduce organizations' cost of risk. Explore the basics of captive insurance, the size of the captive market and the reasons to form a captive. Through a case study, learn how one captive insurer has evolved over many years. Examine its business model and the success factors that have enabled it to maximize its value as a global risk management tool. Familiarize yourself with recent trends in captive taxation and the ways captives are used to fund risks-including those arising from employee benefits.

Room: 23AB
Category: Risk Finance (RIF)
Level: Innovative

Learning Objectives:
  • Summarize the captive insurer landscape.
  • Add best practices for operating a captive to your risk management plan.
  • Recognize trends and innovations in captive insurance use.
Speakers:
  • Michael Elliott, Senior Director of Knowledge Resources, The Institutes
  • Steve McElhiney, President, EWI Re, Inc.
Using Strategy Maps in Risk Management and Risk Assessment (SRM010)

Explore leading practices in the application of strategy maps for risk management and risk assessment. Examine process and management tools that you can use with strategy maps for risk assessment and as part of risk management initiatives. Utilize strategy maps as a way to describe the strategy of your organization and to facilitate risk dialogues with executive and management teams in risk assessment. This session is hosted by RIMS Strategic Risk Management Development Council.

Room: 29A
Category: Strategic Risk Management (SRM)
Level: Visionary

Learning Objectives:
  • Develop a strategy map that describes the strategic initiatives of your organization.
  • Form an action plan for integrating strategy maps into your program.
Speakers:
  • Mark Frigo, Director, The Center for Strategy, Execution and Valuation and SRM Lab, DePaul University
  • Carol Fox, Vice President Strategic Initiatives, RIMS
What Does the WEF Global Risks Report Have to Do with My Risk Management Program? (GRM016)

Presented each year at the World Economic Forum (WEF) in Davos, Switzerland, the Global Risks report analyzes dozens of current and emerging global risks. It examines their interconnected potential for systemic and corporate impact. Look at what the most recent report has to say about your business and risk management program, especially if it involves captives. Find out how macroeconomic, environmental, health, geopolitical, technological and business risks factor in how you do business in different countries.

Room: 27AB (Global Lounge)
Category: Global Risk Management (GRM)
Level: Masters

Learning Objectives:
  • List the key global risks according to the annual WEF Global Risks report.
  • Trace implications of the report to your business operations and risk management program.
  • Leverage a free online tool to analyze global risks in individual countries where you operate.
Speakers:
  • Linda Conrad, Director of Strategic Business Risk, Zurich North America
  • Timothy Bunt, Senior Vice President, Chief Risk Officer, CBRE, Inc.
7:30 am - 8:30 am
Student Breakfast (STUDENT MEMBERS ONLY) (SMB)

PLEASE DO NOT SIGN UP FOR THIS EVENT IF YOU ARE NOT A STUDENT MEMBER.

Room: Indigo AE Ballroom
Category: Networking Event
Level:

8:00 am - 9:30 am
RIMS and Business Insurance present: Business Insurance Risk Manager of the Year® Award and CEO State-of-the-Industry Panel (RBI)

Join us for breakfast as we recognize the 2016 Risk Manager of the Year® and members of the Risk Management Honor Roll®, and learn about the outstanding programs they’ve orchestrated for their organizations. You’ll also hear the CEO perspective on industry trends and developments, as well as have the opportunity to network with other risk managers.This event will be held at the Hilton Bayfront Hotel. 

Room: Sapphire Ballroom ABEF
Category: Networking Event
Level:

9:00 am - 10:00 am
Brazil’s SUSEP Strikes Again: Why You Should Take Note of RCTR-C (GRM010)

In 2014, the Superintendency of Insurance (SUSEP) in Brazil required that all truckers comply with the RCTR-C, the compulsory insurance of civil liability of road carriers. Why should you care? You may be charged for the full amount of this new responsibility-without disclosure-by the trucking firms who haul your goods. You may be asked to provide insurance to cover the trucking firm's obligation or to waive your right of subrogation. Get coverage tips to ensure you are properly protected and paying for only your appropriate share of the risk. This session is hosted by RIMS International Committee.

Room: 27AB (Global Lounge)
Category: Global Risk Management (GRM)
Level: Innovative

Learning Objectives:
  • Identify the risks your company faces when it uses Brazilian trucking for transit of its goods.
  • Compare truckers liability coverage through the customer's and the trucker’s insurance programs.
  • Adopt techniques to detect unreasonable transfer of insurance premium costs from your trucking firm.
Speakers:
  • Steven Weiss, Senior Vice President, Marine, Aspen Insurance
  • Jennifer Reno, Global Risk Manager, QVC, Inc.
Environmental Intelligence: Quantifying the Risks of Climate Change (EMR002)

Climate change is about to change your traditional risk management methods. See how the federal government—U.S. Department of Commerce and the National Oceanic and Atmospheric Administration (NOAA)—can help you by making data useful and accessible with resources such as DigitalCoast and Climate.gov. And examine the works of actuarial societies—the Actuaries Climate Index (ACI) and Actuaries Climate Risk Index (ACRI). Get the tools that will help you understand how traditional risk management applies to the risks of climate change.

Room: 23C
Category: Emerging Risks (EMR)
Level: Innovative

Learning Objectives:
  • Recognize common misconceptions about climate risk.
  • Assemble tools and resources that quantify the impact of climate change on specific insurance hazards.
Speakers:
  • Margaret Davidson, Senior Advisor for Coastal Inundation and Resilience Science and Services, National Oceanic and Atmospheric Administration
  • Michael Angelina, Executive Director, Saint Joseph's University
How to Tame the Big One: What’s a Risk Manager to Do? (CLM003)

In the midst of a disaster and in the time that follows, each person in your organization focuses on their specific roles and responsibilities to mitigate loss and restore operations. It becomes essential to maintain clear and consistent communication across all levels of management and with key external parties. With a video case study, assess the complexities associated with placing coverage, using it after a catastrophic loss and issues that arise during the recovery process. Get practical insight into how you can manage expectations across all levels of the recovery process.

Room: 31C
Category: Claims Management (CLM)
Level: Foundational

Learning Objectives:
  • Adopt new critical thinking skills for placing coverage.
  • Prepare a plan to resolve complex property and business interruption losses.
  • Use a guide to working with people, processes and activities during disaster recovery.
Speakers:
  • Robert Reeves, Partner, Ernst & Young LLP
  • Polly James, Director, Risk Management, Hilton Worldwide
How Your Safety Climate Affects Your Safety Outcomes (RIC007)

Is your safety culture a disaster waiting to happen? The 1986 Chernobyl nuclear power plant disaster and the 2010 BP Deepwater Horizon oil spill both revealed poor safety cultures. But how do you measure the underlying beliefs, practices and attitudes that shape your organization’s safety behaviors? A safety climate is a quantifiable dimension of safety culture and an indicator of safety outcomes. Learn to administer the Safety Climate Survey to assess the effectiveness of your safety performance through employee perceptions so you can reduce injuries over time.

Room: 25C
Category: Risk Control (RIC)
Level: Innovative

Learning Objectives:
  • Differentiate between safety culture and safety climate.
  • Identify opportunities to improve your safety management systems.
  • Assess if a safety climate fits in your company’s process improvement efforts.
Speakers:
  • Don Tolbert, Technical Director, Liberty Mutual Insurance
  • Frank Richard, Vice President, Human Resources & Risk Control, MDU Construction Services Group, Inc.
Leading from the Risk Management Platform (CAD002)

Do you feel hobbled by your perceived inability to influence the senior-level formulators of organizational strategy? Are you left out of key strategic risk discussions? Do you have robust senior-level support for a project, but feel sabotaged when subordinates fail to fully embrace its vision? End the lack of peer support. Uncover opportunities to break out of the middle manager role and deliver maximum value by leading up, across and down your organization. Use risk management as a springboard for developing organizational talent and leaders. 

Room: 26AB
Category: Career Development (CAD)
Level: Foundational

Learning Objectives:
  • Recognize where you can add value to senior-level concerns.
  • Apply techniques that improve peer buy-in for your risk management programs.
Speakers:
  • Daniel McGarvey, Managing Director, Marsh
  • Kevin Moss, Director of Casualty Insurance and Risk, Michelin North America, Inc.
Leverage the Alignment of Risk and Internal Audit to Improve Corporate Performance (SRM001)

Discover the measurable financial benefits that result from audit and risk management alignment. In one case study, review an auto insurance program’s focused internal audit directed by risk management. It saved more than $5 million in two years with the implementation of targeted loss control programs. In a second case study, examine a technology company’s risk management-directed cyber security audit. That lead to improvements in security posture through cost-effective, targeted security enhancements and, ultimately, Service Organization Controls (SOC) 2 report compliance.

Room: 25AB
Category: Strategic Risk Management (SRM)
Level: Innovative

Learning Objectives:
  • Explain how internal audit can report to risk management and maintain its independence.
  • Identify internal audit data that can support creative risk solutions with measurable outcomes.
  • Consider ways of using audit and risk management to revitalize your cyber security.
Speakers:
  • Lauret Howard, VP, Chief Risk Officer, NASCO
  • Chris Risley, Director, Enterprise Risk Management, NASCO
Major Risk Management Challenges in Latin America (GRM003)

Latin America’s insurance market has grown enormously over the last ten years. Yet, risk management has been left behind. Explore the region’s risk management culture—particularities and major trends—and the role of insurance companies, brokers, risk managers, adjusters and clients in shaping it. Look at the development of enterprise risk management and strategic risk management. Examine special wordings required, claims management and challenges created by the differences from major markets.

Room: 24AB
Category: Global Risk Management (GRM)
Level: Foundational

Learning Objectives:
  • Identify insurance general regulations, requirements and coverages in the region.
  • Establish your position on a proposal of risk standards for Latin American companies.
  • Map out new opportunities for insurance market players in the region.
Speakers:
  • Jorge Huntley, Partner & CEO, HJZ Abogados
  • Jeldres Marcela Borquez, Partner, Huntley & Jeldres
  • Pablo Jugovic, CEO, RAM Consulting SpA
Managing Unique Risks Posed by Unmanned Aircraft Systems (PRM006)

The Federal Aviation Administration (FAA) has estimated that by 2020 about 30,000 small unmanned aircraft systems (UAS) will be used for all types of business purposes.  Integration of UAS is a top priority and the FAA is finalizing rules for commercial UAS operations. Hundreds of realized and unrealized uses—border patrol, filming, news gathering, crop dusting, search and rescue, power line patrol and land surveying—pose unique challenges. Will your company or clients be exposed to potential liability from UAS? How can insurance innovation protect them?

Room: 32A
Category: Public Risk Management (PRM)
Level: Innovative

Learning Objectives:
  • Recount the history of UAS.
  • Describe current FAA regulations that govern UAS operations.
  • Identify types of insurance coverages and specific UAS-related exposures that need cover.
Speakers:
  • James Van Meter, Aviation Practice Leader, Allianz Global Corporate & Specialty
  • Mark Lauderbaugh, Director, Risk Management, Crown Castle International Corp.
Rollout and Maintain a Global Supply Chain Risk and Resiliency Program (RIC012)

Supply chain leaders manage risk as part of their daily routines. This can make it difficult to get their buy-in for your programs, especially since supply chain dynamics make many traditional operational risk and business continuity techniques ineffective. Still, supply chain leaders need your risk management techniques and tools to make decisions, solve problems and communicate in complex environments. See how one organization inspires resilient supply chain efforts and builds a community of supporters. Gather methodologies, tools and roadmaps to find your program success. 

Room: 31B
Category: Risk Control (RIC)
Level: Masters

Learning Objectives:
  • Identify common pitfalls of a risk and resiliency supply chain program rollout.
  • Adopt persuasive communication, coalition building and selling techniques to create demand.
Speakers:
  • Sean Murphy, President & CEO, Lootok, Ltd.
  • Christopher de Wolfe, Director of Risk Management, Mars Incorporated
The Cross-Border Data Breach: How to Handle an Advanced Persistent Threat (CRM003)

Try your hand at responding to a sophisticated, targeted cyber attack against an international organization. In a mock scenario distilled from thousands of actual breaches, face decisions at crucial junctures and sift through incomplete and murky facts and red herrings under a time-crunch. Choose what to investigate, when to communicate and to whom and how to minimize the challenge with media at the door. Get feedback from experts on the technical, legal and logistical aspects of your responses and discover unforeseen concerns, best practices and empowerment.

Room: 23AB
Category: Cyber Risk Management (CRM)
Level: Innovative

Learning Objectives:
  • Isolate the international data breach implications for your organization.
  • Anticipate common mistakes of data breach investigations and responses.
  • Add essential elements into your multinational incident response plan.
Speakers:
  • Katherine Keefe, Breach Response Services, Beazley Group
  • Andy Obuchowski, Director | Security & Privacy Consulting, RSM US LLP
Transparency and Communication: Avoiding Coverage Disputes Before the Claim is Filed (CLM007)

The struggle between your company and its carrier to find common ground over coverage issues too often results in costly, ultimately and wasteful litigation. Using real-world examples, learn why you should be using tact, respect, knowledge and sometimes just plain friendliness. From the first submission-long before the reservation of rights letter comes-right through resolution, turn potentially divisive coverage disputes into settlements.

Room: 30E
Category: Claims Management (CLM)
Level: Foundational

Learning Objectives:
  • Recognize the tone of cooperation you should set with your carrier.
  • Assemble steps to protect your coverage position while retaining the goodwill of the adjuster.
  • Employ a strategy that uses patience and timing to bring home a global settlement.
Speakers:
  • Mark Humphreys, Vice President/Litigation & Risk Management, Watt Companies
  • Thomas Myers, Partner, Smith & Myers LLP
Worried About Procurement? Manage Your Organization's Contract Risks (RIF009)

A contract risk management program will improve overall operations, not just cost of risk. So take a look at your current contract review and approval policies and procedures, contracting and procurement practices and contracting objectives. Get a template to review contract insurance requirements and hold harmless language. Standardize risk management and insurance review and approval processes for various types of contracts. Use checklists of applicable risk management and insurance requirements. And outline recommendations for proposed contract risk management.

Room: 28AB
Category: Risk Finance (RIF)
Level: Innovative

Learning Objectives:
  • Summarize the steps to complete a risk assessment of procurement and contracting controls.
  • Create a plan to work with legal counsel to develop standard contract terms and conditions.
  • Develop a compelling case for implementing contract risk management policies and procedures.
Speakers:
  • Frederick Travis, Dir., Risk Mgmt. and Ins. Program and Asst. Teaching Professor of Finance, University of Missouri - Columbia
Woulda, Coulda, Shoulda: Recent Court Rulings Set Low Bar for Plan Fiduciary Liability (LGL005)

“As for those who might contemplate future service as plan fiduciaries, all I can say is: Good luck.” This dissenting opinion reflects how recent court rulings have chipped away at—or even gutted—previously effective defenses for alleged breach of fiduciary duties. Under the Employee Retirement Income Security Act of 1974 (ERISA), plan fiduciaries have been held personally liable to restore losses caused by their mistakes. Examine how in recent decisions and pending cases. And get strategies for reducing risk and making your company and its fiduciaries more defensible.         

Room: 24C
Category: Legal and Regulatory (LGL)
Level: Innovative

Learning Objectives:
  • Measure the impact of recent court rulings on fiduciary liability.
  • Watch for pending cases that could significantly affect the fiduciaries you protect.
  • Apply tools to lower the risk of ERISA litigation for your organization.
Speakers:
  • Frederick Savage, Director, Risk Management (San Ramon), Chevron Corporation
  • Rhonda Prussack, Head of Fiduciary and Employment Practices Liability, Berkshire Hathaway Specialty Insurance
9:00 am - 11:00 am
Big Data Is Here: Don’t Miss the Opportunity (CLM025)

Big data should be your model: you may not have its volume, but you can learn from its principles. Move beyond using just claims data—insufficient to improve claims processes and outcomes—when you reveal the value of big data analytics by focusing on the right data. By extending the power of your current software you can generate creative, data-focused decision making with emphasis on data quality, not just quantity. Achieve a culture of innovation to which every organization aspires. Bring the promise of big data to reality.

Room: 28CD
Category: Claims Management (CLM)
Level: Visionary

Learning Objectives:
  • Measure the benefits you gain when you adapt big data principles to your program.
  • Simplify confusing big data terminology and jargon.
  • Determine how open-source technologies can expand your existing RMIS system.
Speakers:
  • Kimberly Holmes, Global Head of Strategic Analytics, XL Catlin
  • Richard Denning, President and CEO, Shelter Island Risk Services
  • Keith Higdon, Senior Vice President, ESIS Client Services
  • Lizabeth Christman, Vice President, Risk Management, Ahold USA, Inc.
Construction Industry Session (IND004)

With an examination of construction liability claims, learn about a variety of claims and coverage issues common to the construction industry. Then, join a roundtable discussion of current topics specific to construction: prequalification, federal work, aging workforce, silica and the potential impact of the Occupational Safety and Health Administration’s (OSHA) new proposed rule, the insurance market, adverse contractual terms and conditions, and operational concerns.

Room: 29D
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Rate your insurance policy provisions in the context of construction liability claims issues.
  • Decipher the complex balance of policy definitions in work and product exclusions.
  • Anticipate common pitfalls in presenting your construction liability claims.
Speakers:
  • Edward Joyce, Partner, Jones Day
  • Scott Allan, Sr. Vice President, Insurance Risk Management, Lehman Brothers Holdings Inc.
  • David Dolnick, Risk Manager, The Brady Companies
  • Richard Livermore, Executive Vice President, Old Republic Construction Program Group
Entertainment Industry Session (IND005)

Join your entertainment risk management colleagues to take on a 2015 year-in-review. Participate in a roundtable discussion to explore current topics as well as issues, trends and concerns that affect risk management and the entertainment industry as a whole—in 2016 and beyond. This session is hosted by RIMS Los Angeles Chapter.

Room: 28E
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Assemble ideas to improve your solutions for the complex risk management issues you face.
  • Determine the casualty and entertainment insurance and regulatory concerns of foreign film production.
Speakers:
  • Bruce Cohen, Managing Director, Multinational Practice Leader, Marsh
  • Richard Nocella, Vice President, Aviation Practice, Marsh
  • John Moore, VP, Environmental Health & Safety, Fox Networks
  • Sylvia Robinson, Senior Vice President, Reel Media Insurance Services, LLC
  • Preston Ryon, Founder, Snaproll Media, LLC
  • Vincent Monastersky, Director, Risk Management, Fox Entertainment Group, Inc.
Healthcare Industry Session (IND011)

Hear some of the country’s most sophisticated healthcare risk management specialists present their insights into current topics of pressing interest to the healthcare industry. Explore: patient privacy and cyber risk, critical infrastructure risk, recent developments in cyber insurance for the healthcare sector, innovative management of medical malpractice claims, healthcare reform’s ongoing effect on operations and other issues.

Room: 30B
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Identify emerging risk management issues in the healthcare industry.
  • Adopt cutting-edge best practices that reduce your organization's risk profile.
  • Prepare for responses to malpractice and privacy trends.
Speakers:
  • Brent Rieth, Cyber and Professional Liability Broker, Aon
  • Jody Westby, CEO, Global Cyber Risk LLC
  • Reynold (Rene) Siemens, Partner, Covington & Burling LLP
  • Jeffrey Driver, Chief Executive Officer, The Risk Authority Stanford
Loss Forecasting for Beginners (RIF005)

Know thy enemy! Understand the mystery behind loss triangles and loss development. See how they are used by underwriters to establish loss projections and by risk managers to better communicate with management. Follow a case study in which you apply the concepts you have learned. Develop professional notes to which you will refer for years.

Room: 29C
Category: Risk Finance (RIF)
Level: Foundational

Learning Objectives:
  • Define loss triangles and loss forecasting in the context of the risk management process.
  • Decipher how insurers and actuaries set pricing.
  • Translate the big picture and your rationales into the language of management.
Speakers:
  • Ann Conway, Managing Director, Willis Towers Watson
  • Steven Sachs, EVP, Director Real Estate, Hotel and Gaming Practice, Willis Towers Watson
  • Michael Horvath, Senior Vice President, Risk Management, Simon Property Group
Public Entities Industry Session: Risk Management Tactics and Trends (IND016)

Join members of the Public Risk Management Association (PRIMA) in an interactive discussion of the biggest risk management issues that public entities face. Explore best practices for peer-determined topics, including: cyber risk, workers’ compensation, disaster recovery, fleet management and autonomous vehicles, reputational risk, educating elected officials on the importance of risk management and more. Work together to forge ways of demonstrating value in your risk management program.

Room: 30C
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Select solutions for the unique risks and challenges of the public sector.
  • Organize the parts to build a crisis management program that reduces exposure and speeds recovery.
  • Devise a plan to work with community leaders to achieve your risk management goals.
Speakers:
  • Mark Walls, Vice President Communications & Strategic Analysis, Safety National
  • Raymond Sibley, Director of Risk Management, City and County of Denver
  • Dean Coughenour, President, Public Risk Managers Association
  • Michael Alio, Director, Risk Management, County of Orange
  • Ken Hernandez
  • Zachary Gifford, Associate Director - Systemwide Risk Mgt. & Public Safety, California State University
  • Steven Robles, Asst. Chief Executive Officer, County of Los Angeles
Restaurant Industry Session (IND018)

The restaurant industry is evolving to keep pace with the economy, federal legislation, increased volatility and operations focused on labor and food costs. Join risk professionals from leading restaurant companies to explore strategic risk management and your challenges. Be among the first to examine the annual claims benchmarking results. Participate in the survey in advance and receive a confidential report that compares your company’s results by segment and industry. Network and discuss your specific problems. Session is closed to press.

Room: 30D
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Employ tactics to engage operations and senior management.
  • Tips on how to handle violent encounters and active shooter situations.
  • Compare your claims with those of other restaurant companies.
Speakers:
  • Kevin Wilkes, Security Practice Leader, Willis Towers Watson
  • Charlotte Peedin, Director, Risk Management, Golden Corral Corporation
  • Al Rhodes, President & Senior Actuary, SIGMA Actuarial Consulting Group, Inc.
Retailer Risk Industry Session: The Tipping Point (IND019)

Are you ready to tackle the latest retail challenges by leveraging big data and other analytical tools? Retailers’ continual reinventions tap into the explosion of multichannel customer interaction, which can lead to nontraditional risks and exposures. Your improvement journey in total cost of risk (TCOR) encounters risks growing in magnitude, complexity and scrutiny. Explore in depth how specialty retailers use analytics and big data to understand their unique exposures. Gain tools to mitigate volatility, enhance organizational resilience and protect your balance sheet from the unexpected.

Room: 29B
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Assemble the latest tools, metrics and benchmarks for continuous retailer TCOR improvement.
  • Work out the benefits of analytics for specialty retailers.
  • Select emerging risk analytical tools that could help your program.
Speakers:
  • Le Andra Holly, Manager, Risk Management, Staples, Inc.
  • David Smith, Director of Risk Management, Advance Auto Parts
  • Carol Murphy, Managing Director, Aon Risk Solutions
  • Maggie Biggs, Director, Risk & Insurance, Petsmart
Risk Shifting, Insurance, Indemnity and Risk Management in the Energy Industry (IND020)

The oil and gas business has many moving parts. Companies spend billions of dollars finding, producing and transporting oil and natural gas, each stage with its own particular risks and hazards. The risks and hazards of upstream (exploration and production) and midstream (shipping, storage and pipelines) markets require different, specialized risk management strategies. And oilfield services companies have their own concerns. You must understand the legal and legislative landscape in which you work before you can be confident that your risk strategies will be effective in meeting your goals.

Room: 30A
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Rank risk-shifting tools common in the energy sector.
  • Test strategies for dealing with diverse risk scenarios in upstream and midstream markets.
  • Identify the tangible benefits of creating and managing an effective training environment.
Speakers:
  • Bert Durel, Executive Vice President, Alliant Insurance Services, Inc.
  • Barry Wertz, Shareholder, Munsch Hardt Kopf & Harr P.C.
  • Roy Hock, Insurance & Claims Manager, Pacific Drilling S.A.
  • Joey Hayles, VP Supply Chain & Risk Management, Crestwood Midstream Partners LP
Senior Executive Forum (INS012)

Join the conversation between two executive panels—CEOs from four major brokerages and CEOs and senior executives from four major insurers. Explore future trends with the trend makers. And discover the issues on the minds of the industry’s leaders.

Room: 29A
Category: Insurance and Contract Management (ICM)
Level: Visionary

Learning Objectives:
  • Get answers to your most pressing industry questions.
  • Recognize the effect of industry trends on your company and responsibilities.
Speakers:
  • John Lupica, Vice Chairman Chubb Ltd, President NA Major Accounts & Specialty Insurance, Chubb North America
  • Peter Eastwood, President, Berkshire Hathaway Specialty Insurance
  • Todd Jones, Co-Head North America, Willis Towers Watson
  • Robert Schimek, CEO, Commercial, AIG
  • Steve McGill, Group President, Aon PLC
  • Stephen Wilder, Vice President, Risk Management, The Walt Disney Company
  • Noelle Codispoti, Executive Director, Gamma Iota Sigma
  • Inga Beale, Chief Executive Officer, Lloyd’s of London
  • Donald Bailey, President, Global Sales, Marsh
  • J.Patrick Gallagher, Chairman, President & CEO, Arthur J. Gallagher & Co.
10:00 am - 2:00 pm
Community Service Project in the Exhibit Hall: Blessings in a Backpack (CSP)

Join RIMS for RIMS 2016 Community Service Project in the Exhibit Hall at the San Diego Convention Center. RIMS '16 attendees will volunteer their time to assist Blessings in a Backpack with their mission guided by the belief that our social and economic future depends on the quality of a young child's experiences. Blessings in a Backpack provides elementary school children who are on the federal Free and Reduced Price Meal Program with a backpack of food to take home for 38 weekends during the school year. Backpack food includes easy-to-prepare, ready-to-eat foods, like granola bars, juice boxes, mac and cheese, and oatmeal. Volunteers will put together backpacks that will be donated to local elementary schools.

Room: Exhibit Halls C-G
Category: Networking Event
Level:

10:15 am - 11:15 am
10 Challenges of Doing Business in Africa (EMR009)

With a more stable political environment, solid GDP growth and untapped resources, Africa is a continent of rich opportunity, but also tricky terrain to navigate. It is a continent of independent countries, each with particular customs and business practices. Ensure your company’s investments are adequately protected and compliant with local practices for long-term success. Review the most important risk management issues you will face, events that have disrupted current investments and a blueprint for success.

Room: 30E
Category: Emerging Risks (EMR)
Level: Innovative

Learning Objectives:
  • Recognize the ten risk management challenges your organization will face when investing in Africa.
  • Define the essential elements of a risk mitigation strategy that responds quickly to investor challenges.
Speakers:
  • Mitchell Aucoin, Senior Director, International Insurance, Marriott International, Inc.
  • Tim Moerschel, Foreign Casualty Lead, American International Group
A Stepwise Approach to Identify, Measure, Monitor and Manage Organizational Strategy Risks (SRM007)

Explore how to conduct a strategic enterprise risk assessment. Properly performed, it will identify potential enterprisewide risks that affect specific organizational strategies. You can then measure the financial and operational impacts of those risks based on the probability of occurrence. And, finally, develop risk monitoring and management tools to continuously control those strategic risks.

Room: 28AB
Category: Strategic Risk Management (SRM)
Level: Masters

Learning Objectives:
  • Assemble tools for conducting a strategic risk assessment.
  • Choose metrics to calculate the impact of each enterprisewide risk.
  • Demonstrate high-level monitoring and management techniques for strategic risk.
Speakers:
  • Lisa Kremer, SVP, Enterprise Risk Services & Solutions Practice Leader, Marsh Risk Consulting
  • Paul Walker, Director, OutsourceRM
  • Augustine Doe, VP of ERM, Network Health Inc.
Achieving Results Through Strategic ERM Maturity (SRM005)

Follow one company’s ten-year journey from an undisciplined risk management environment to one where risk is thoroughly identified, examined, quantified, reported and discussed. Examine the approaches tried, modified and ultimately deployed to transform from fragmented to truly strategic enterprisewide risk management (ERM) capability with an advanced maturity level. See how disciplined risk analysis and assessment impart insight for strategic objectives.  Appreciate the value realized when embedded ERM gets the traction all aspiring ERM leaders seek.

Room: 32B
Category: Strategic Risk Management (SRM)
Level: Masters

Learning Objectives:
  • Translate a successful ERM journey into a plan for your own.
  • Refer to ERM results and impacts that have been achieved by other organizations.
  • List key tactics to exploit and pitfalls to avoid as you craft your ERM strategy.
Speakers:
  • Iman Al-Gharabally, Team Leader ERM, Kuwait Petroleum Corporation
  • Chris Mandel, SVP, Strategic Solutions, Sedgwick
Basic Statistical and Financial Tools: What Can They Reveal About Your Risks? (RIF001)

Even without a statistical and financial background, you can use probability distributions and related statistical tools to analyze risk exposures. Apply net present value analysis to various risk financing plans in order to choose one that best meets your organizational objectives. Calculate various financial ratios and discover what they reveal about the potential impact of retained risks on organizational financial results. And share ideas for communicating the results to top management, including CFOs. This session is hosted by RIMS Silicon Valley Chapter.

Room: 25C
Category: Risk Finance (RIF)
Level: Foundational

Learning Objectives:
  • Summarize basic statistical and financial tools applicable for risk management.
  • Practice techniques that assess your organizational risks and risk financing solutions.
  • Form a plan to communicate justifications for risk financing decisions.
Speakers:
  • Laura Langone, Senior Director, Risk & Insurance, PayPal, Inc.
  • Michael Elliott, Senior Director of Knowledge Resources, The Institutes
Challenges and Solutions for a Global Property Loss Prevention Program (GRM014)

Do you need a long-term global property loss prevention program? Working with legal, safety and health, procurement, real estate, treasury, maintenance, engineering and mergers and acquisitions (M&A), create one built for success. Incorporate a property loss prevention standard, senior management support and global consistency. Include M&A site selection review, national catastrophe review and primary and secondary modifiers. Consider service provider quality, cost benefits and risk, prioritizing recommendations, local codes and unbundled engineering services.

Room: 27AB (Global Lounge)
Category: Global Risk Management (GRM)
Level: Masters

Learning Objectives:
  • Match the top challenges of creating a global property loss prevention program with solutions.
  • Recognize the added value of working with non-risk management departments to create a program.
Speakers:
  • Emily Simon, Global Property Risk Manager, Corning Incorporated
  • John Durante, President, Risk Logic Inc.
Crisis: Leading an Integrated Response to Catastrophe (RIC014)

Allegedly tainted meat triggers a media frenzy. An oil tanker spills millions of barrels. An online retailer faces lawsuits after it releases customer data. Each catastrophe poses a mortal risk to the enterprise, requires an immediate crisis-management response and raises complex risk management and insurance issues. With an integrated risk and crisis management strategy, you can identify and manage exposures before they become disasters. And you can control and mitigate the disasters before they are compounded by litigation, media attention and insurance coverage disputes.

Room: 24AB
Category: Risk Control (RIC)
Level: Masters

Learning Objectives:
  • Detail the physical, financial and reputational risks of a developing crisis.
  • Select tools to respond to each aspect of a post-catastrophe situation.
  • Evaluate insurance resources that address crisis-related losses and expenses.
Speakers:
  • David Klein, Partner, Pillsbury Winthrop Shaw Pittman LLP
  • Scott Sanderson, Senior Director, Hazard Risk, Koch Industries Inc.
Cyber Terrorism: Protecting Critical Infrastructure (CRM009)

Every four days, terrorists, state-sponsored agents, disgruntled employees or industrial spies strike—with a cyber attack or probe—the U.S. power grid or an industrial asset. It is a potent reminder of the vulnerability of business, public safety and national security. Focus on the property damage and business interruption caused by a direct internal or external attack on industrial control systems. Learn how to detect, manage and resolve potential risks to keep ahead of the next attack. And explore innovative public and private sector risk transfer solutions for unresolved risks.

Room: 23AB
Category: Cyber Risk Management (CRM)
Level: Innovative

Learning Objectives:
  • Assemble indicators that help you detect the threats to which your operation could be vulnerable.
  • Adopt a system to test assumptions.
  • Compare solutions for first-party cyber risk management and risk transfer.
Speakers:
  • Steve Mikhlin, Insurance Manager, The Port Authority of NY and NJ
  • David Mordecai, President, Risk Economics, Inc.
  • Russell Kennedy, Divisional Director, BRIT Insurance
Don’t Miss a Beat: How to Build a Public Access AED Program (PRM007)

Cardiac arrest is fatal more than 95 percent of the time. CPR and the use of an automated external defibrillator (AED) within three to four minutes provide the best available first aid. In fact, lay rescuer and early defibrillation programs can increase survival rates to more than 50 percent. See how you can build a successful public access defibrillator (PAD) program that enables anyone—employees or visitors—to administer life-saving first aid. Learn about an effort lead by a risk management division. See how you too can develop an effective workplace program and save lives.

Room: 31A
Category: Public Risk Management (PRM)
Level: Innovative

Learning Objectives:
  • Define the how-to and what-is of AED and PAD program implementation.
  • Determine metrics to track program activity.
  • Choose strategies for a communication plan in your PAD program.
Speakers:
  • Anthony Verdeja
  • Teri Flynn, Risk Manager, Fairfax County Government
How to Manage Intellectual Property Infringement Litigation Risk (LGL001)

You do not have to own patents to become involved in a costly intellectual property (IP) litigation battle. From high-profile patent infringement cases in the U.S. Supreme Court to pending federal legislation, IP is a threat as big as IT. Consider IP insurance as a viable product to help pay legal costs and damages, whether you are fighting charges of infringement or enforcing IP rights. Your role in the process of implementing strategies to reduce IP infringement exposure can be met with specific strategic planning to protect your organization’s intangible assets.

Room: 23C
Category: Legal and Regulatory (LGL)
Level: Foundational

Learning Objectives:
  • Reference IP litigation statistics and costs.
  • Distinguish the IP protection in your overall strategic risk management plan.
  • Compare IP-specific insurance that mitigates infringement costs.
Speakers:
  • Courtney Dillon, VP Sales & Marketing, Intellectual Property Insurance Services Corp.
  • Robert Fletcher, President, Intellectual Property Insurance Services Corporation
Overcoming Psychosocial Barriers to Recovery: Is It a Viable Solution? (CLM011)

A growing interest in integrated, patient-centric solutions to address both the physical and the psychosocial barriers to recovery is emerging in the workers’ compensation industry. But are these viable solutions when implemented on a large scale? Hear about successful efforts to implement and deliver a comprehensive, integrated program to address delayed recovery cases.  And explore the psychosocial risk factors that affect work disability and drive costs.

Room: 31C
Category: Claims Management (CLM)
Level: Innovative

Learning Objectives:
  • Recognize indications that injured workers and disability claimants are at risk for delayed recovery.
  • Incorporate strategies to evaluate and implement a program to reduce recovery delays.
  • Use key metrics to measure proof of concept and return on investment.
Speakers:
  • Ann Schnure, VP Risk Management-WC, Macy's Inc.
  • Ruth Estrich, CMO, MedRisk, Inc.
Shaking Up the Status Quo: Innovations in Risk Management (CAD006)

Get ready to reenergize risk management at your organization with a creative approach to engaging people in unexpected ways and boosting program momentum. Compelling communication campaigns, activity-based training and interactive conferences are just a few of the approaches that the third-largest U.S. private company has taken to bring risk management into the limelight. Learn how you too can inspire resiliency efforts and build a supportive community while overcoming organizational challenges. 

Room: 25AB
Category: Career Development (CAD)
Level: Innovative

Learning Objectives:
  • Compare risk management buy-in strategies.
  • Find ways to engage your audience to create mutually beneficial shared experiences.
Speakers:
  • Sean Murphy, President & CEO, Lootok, Ltd.
  • Christopher de Wolfe, Director of Risk Management, Mars Incorporated
The New Game Changer in Managing Worksite Health: Wearable Technology (EMR005)

An exoskeleton that enables mobility and independence will soon step out of the science fiction movie and into your workplace. The potential could transform productivity and costs. From buttons that measure posture to intelligent prosthetics and equipment that measure and report health status, discover the latest wearables and examine specific devices. Discuss their impact on managing and preventing ergonomic risk and injury, hastening return to work and transforming the prognosis and cost of care for seriously injured employees.

Room: 32A
Category: Emerging Risks (EMR)
Level: Innovative

Learning Objectives:
  • Describe wearable technology that could transform care and costs for your employees’ injuries.
  • Calculate the return on investment of wearable technologies.
  • Juxtapose the liabilities of these technologies against techniques to control them.
Speakers:
  • Felicia Amenta, Workers Comp Program Manager, San Diego County Schools Risk Mgmt. JPA
  • Zack Craft, VP Rehab Solutions, One Call Care Management
The Next Nightmare? Be on the Lookout for These Emerging D&O Claim Trends (INS011)

Four directors and officers (D&O) claim trends have grown in significance. Patent infringement involves deliberate acts by a director or officer leading to the alleged infringement. Violations of the Foreign Corrupt Practices Act result from dealings with third-party businesses in foreign jurisdictions. Violations of the Video Privacy Protection Act happen when customer personal identifiable information is shared without consent. And violation of antikickback statutes by healthcare providers are related to postmerger fee structures. Learn to mitigate these D&O claims and coverage issues.

Room: 26AB
Category: Insurance and Contract Management (ICM)
Level: Visionary

Learning Objectives:
  • Appreciate the nuances of D&O-linked statutes and acts.
  • Assess the impact of D&O claim trends on your claims management program.
  • Trace the trend repercussions throughout your D&O insurance coverage.
Speakers:
  • JImmy Kirtland, VP, Corporate Risk Management, Voya Financial
  • Aloysius Tan, Data Analyst, Advisen
The Updated 2016 COSO ERM Framework (ERM009)

Take a look at the recent revisions to the 2004 Committee of Sponsoring Organization’s (COSO) enterprise risk management (ERM) framework. Understand the reasons for the revisions and follow the revision process.  

Room: 24C
Category: Enterprise Risk Management (ERM)
Level: Masters

Learning Objectives:
  • Identify the major changes and additions to the COSO ERM framework that affect your organization.
  • Assess the value you can get for your organization from the revised framework.
Speakers:
  • Frank Martens, Director, PricewaterhouseCoopers
  • Robert Hirth, Jr., Chairman, COSO
11:30 am - 12:30 pm
Allocation and Chargeback Systems that Drive Organizational Results and Accountability (RIF004)

All organizations struggle with the appropriate allocation of costs to profit centers. Models and experience rating formulas balance equity versus fairness, stability versus responsiveness and credibility versus predictability, but the act is challenging. Accountability can promote risk management and better loss control, but stability, predictability and fairness shape planning, budgeting and buy-in and ownership of the process. Learn to tailor your cost allocation model to your insurance program, the nature of business units or subgroups and your allocation goals.

Room: 28CD
Category: Risk Finance (RIF)
Level: Foundational

Learning Objectives:
  • Consider different types of allocation and chargeback models.
  • Weigh the pros and cons of various allocation strategies.
  • Adapt examples of implementation and communication strategies to your organization.
Speakers:
  • Susan Pino, Director, Deloitte Consulting LLP
  • Andy Steinbach, Director Global Risk Finance, YUM! Brands Inc.
Bet-the-Company Litigation: How to Win Large Exposure Cases at Trial (LGL007)

Despite your efforts, a case goes to trial. Know what to expect. Discover the methods, techniques and tricks plaintiffs’ lawyers will use against your organization to obtain jury awards. From jury selection through closing argument, you can combat these strategies. In a case study, pick your jury to determine who decides your company’s fate. Explore defense themes that resonate with juries. And learn to evaluate experts and evidence, prepare your corporate witnesses and advise counsel on opening statements and closing arguments in a potentially catastrophic loss jury trial. This session is hosted by RIMS San Diego Chapter.

Room: 29A
Category: Legal and Regulatory (LGL)
Level: Innovative

Learning Objectives:
  • Anticipate effective themes and strategies used by plaintiffs’ attorneys.
  • Identify your ideal jurors.
  • Trace the ways you can control the trajectory of a claim, even during trial.
Speakers:
  • Robert Tyson, Attorney, Tyson & Mendes
  • Ellen Vinck, Director, Risk Management and Benefits, BAE Systems Ship Repair, Inc.
  • Mark Calzaretta, Partner, Vice President of Litigation Consulting, Magna Legal Services
Contract Law and Contractual Risk Transfer: The Pitfalls of Not Knowing the Restrictions (INS008)

Delve into contract law as a framework for creating your own rights and duties by agreement. In a workshop format, take a broad view of the principles of contract law and professional liability. Look at the contract itself, including indemnity, hold-harmless, additional insured and insurance requirements and limits. Discuss precontract risk management and recent changes in ISO policy forms that can restrict your recovery from third parties in the absence of specific contract language. Review a contract, certificates of insurance and contractual risk transfer communications.             

Room: 28AB
Category: Insurance and Contract Management (ICM)
Level: Foundational

Learning Objectives:
  • Summarize the essential elements of contract law.
  • Incorporate methods for structuring insurance and indemnity.
  • Work out ways to avoid restrictive language in contracts.
Speakers:
  • Keri Rhodes, Director - Risk & Claims Management, Arby's Restaurant Group, Inc.
  • Daniel Houston, Senior Vice President, ERM and Principal, EPIC Insurance Brokers and Consultants
Crossing Borders and the Effects on Your D&O Insurance (GRM008)

Dive deep into cross-border claims and international regulations and their impact on your directors’ and officers’ (D&O) liability. Explore unique D&O exposures that vary based on local law, custom or contract. Understand how and where corporate indemnification works—or does not work—and the effect on claims. Know how you should address uncertain indemnification and restrictions on global insurance programs. Look at the benefits and limitations of insurance and noninsurance solutions. In a workshop format, design your own program and watch a claim run through it.

Room: 32B
Category: Global Risk Management (GRM)
Level: Innovative

Learning Objectives:
  • Distinguish the differences between D&O and other lines for cross-border events.
  • List the pros and cons of gap-closing solutions for your cross-border coverage.
  • Recognize the effects of your design choices for international programs.
Speakers:
  • Laura Langone, Senior Director, Risk & Insurance, PayPal, Inc.
  • Brian Botkin, Head of Multinational - Financial Lines, AIG
  • Lee Lindsay, Managing Director, Financial Services Group, Aon
CSI: Forensic Investigation Techniques for Liability Claims (EMR008)

The best defense is a good offense. This applies to liability claims as well. Forensic investigation best practices - evidence preservation and documentation, chemical analysis, identification of trace evidence and scientific benchmarking -can make the difference in the final cost of liability claims. Explore the role of digital forensics - using data from cell phones, traffic cameras, GPS systems and security recordings -for the defense. Learn from fellow risk professionals how CSI techniques apply to product liability, auto and construction claims investigations.

Room: 32A
Category: Emerging Risks (EMR)
Level: Innovative

Learning Objectives:
  • Adopt modern forensic techniques that determine the proximate cause of a loss.
  • Employ a system for selecting and managing forensic experts.
Speakers:
  • Robert Mazalin, Director of Risk Management, Tripp Lite
  • John Machnicki, Vice President Risk Management, Travelers
Cyber Values and Exposures: Financial Statement Impact Comparison Study (CRM006)

If information technology assets can be as valuable as property assets, why are companies protecting only 12 percent of them? Cloud computing, mobile devices, big data and the Internet of Things create enterprise risk management-linked cyber threats for companies large and small. Follow a roadmap to efficient allocation of an insurance budget based on enterprise risk management. Leverage findings from the first Global Cyber Impact Study and discuss a broader approach to your organization’s overall risk profile.

Room: 25AB
Category: Cyber Risk Management (CRM)
Level: Innovative

Learning Objectives:
  • Calculate the relative value, quantifiable risk and total cost of risk for your tangible and intangible assets.
  • Adapt processes and documentation that determine the financial statement impact of cyber exposures.
  • Choose amongst cyber insurance and alternative risk financing solutions.
Speakers:
  • Elizabeth Queen, Global Risk Manager, Wolters Kluwer U.S.
  • Kevin Kalinich, Global Practice Leader, Cyber Insurance, Aon plc
Deal or No Deal: Strategies for Effective Management of Public Safety Officer Claims (PRM010)

Take a humorous look in game-show format at the interrelated decision making and cooperation between departments to manage the high cost of public safety officer claims. Discuss the advantages of proactive policies and potential issues for memorandum of understanding contracts and negotiations, tailoring the principles to your state. See how unions, employers and administrators can work together for the good of all parties. 

Room: 23C
Category: Public Risk Management (PRM)
Level: Masters

Learning Objectives:
  • Adopt recommendations on how to best manage safety officer benefits.
  • Apply mechanisms that transition temporary disability benefits to disability retirement.
  • Assess your programs and policies for safety officer claims readiness.
Speakers:
  • Diane Caminite, Risk & Safety Manager, San Diego Unified Port District
  • Susan Hastings, Partner, Laughlin, Falbo, Levy & Moresi
Do I Really Need a Local Policy? (GRM005)

Constructing a responsive, effective and compliant global insurance program can be at odds with keeping risk transfer costs low. If you are part of a multinational company, you will eventually need to grapple with the questions of where and when to place local policies. While there is no one-size-fits-all solution, a simple, consistent and straightforward process can help you find answers. Optimize your program, whether you need to place property, liability, financial lines, marine or even travel accident coverage.

Room: 27AB (Global Lounge)
Category: Global Risk Management (GRM)
Level: Foundational

Learning Objectives:
  • Answer the seven questions that determine your need for a local policy.
  • Weigh the relative need for a local policy in various countries.
  • Identify the parties—inside and outside your company—who can help you decide the local policy question.
Speakers:
  • Roxsann Wilson, VP, Risk Management, Cardinal Health, Inc.
Draw It: How to Use Art to Communicate Risk Data (ERM012)

Follow the path from problem definition to problem solving via visualization. Since ancient times paintings have served to communicate ideas and express thoughts. Images effectively summarize immense data, so it makes sense that the rules of composition and drawing apply to transforming risk management information system data into presentations. Review the ways software can facilitate that overlap of art and risk. Because when it comes to communicating with the first line of risk management, art may be the most effective tool you wield.

Room: 31B
Category: Enterprise Risk Management (ERM)
Level: Visionary

Learning Objectives:
  • Apply principles of art to create presentations that concentrate data without overwhelming the user.
  • Compare software options for creating charts, graphics and maps, as well as user interaction.
Speakers:
  • Richard Denning, President and CEO, Shelter Island Risk Services
  • Lizabeth Christman, Vice President, Risk Management, Ahold USA, Inc.
Get with the Program: Keys to Success in Global Insurance Programs (GRM002)

Within the context of a multifaceted, shifting global economy, multinationals manage risk across territories with widely varied regulations. Collaboration and communication between partners on the carrier, broker and client sides are key to successful management of these risks. With a case study, discuss these relationships—what works and lessons learned—and the changing face of program delivery, program tracking and information databases that have resulted. Analyze the composition of a superior network.

Room: 31A
Category: Global Risk Management (GRM)
Level: Foundational

Learning Objectives:
  • Describe the fundamentals you want in your tailor-made global program.
  • Anticipate tax, compliance, regulatory, premium allocation and admitted/non-admitted obligations.
  • Look for indicators of an outgrown local program that should be a centralized global program.
Speakers:
  • Claire McDonald, SVP, Global Practice Leader International Insurance Solutions, Allianz Global Corporate & Specialty
  • Peter Austen, Regional Partner, Willis
  • Dan Brudos, Manager, Risk Analysis, Deere & Company
Measuring the Value of Risk Management to Your Organization (ERM005)

“The task of managing risks effectively is confounded by a classical paradox,” writes Dr. Alan McLucas. “Nobody becomes aware of just how effective careful risk management actions have proven to be. Nobody slaps the manager on the back and congratulates them for a job exceedingly well done. In stark contrast, however, if risks are managed poorly, the whole world lines up to say so.” Take on this challenge by demonstrating to your organizational leaders how your risk management programs add value to the organization.

Room: 26AB
Category: Enterprise Risk Management (ERM)
Level: Innovative

Learning Objectives:
  • Define performance indicators for your risk program.
  • Demonstrate the links between risk management and other organizational governance programs.
  • Adopt a methodology that allows you to demonstrate and quantify risk management benefits.
Speakers:
  • Rodney Farrar, Director, Paladin Risk Management
Property Risk Management and Insurance for Multinational Companies (INS003)

An expanding international footprint is a competitive necessity for many companies. That challenges you to assure that adequate and compliant insurance coverage is in place worldwide, while risk engineering services and claims expertise are available locally. Explore the issues of property risk management and insurance for your multinational company with insight into best practices.

Room: 30E
Category: Insurance and Contract Management (ICM)
Level: Foundational

Learning Objectives:
  • Adopt best practices for gathering quality information internationally with consistency.
  • Link solutions to challenges in global compliance, risk engineering and claims.
  • Distinguish the differences in complex international business interruption claims.
Speakers:
  • Stan Johnson, Managing Director, Navigant Consulting
  • John Durante, President, Risk Logic Inc.
  • William Porter, Head of International Sales & Distribution - GCiNA, Zurich
Putting Innovation on Your Daily To-Do List (CAD004)

When was the last time you came up with a truly innovative idea? Minimal investment in time and resources can bring about such opportunities. Hear how a national company embedded a spirit of innovation within its operations. Drive progress—more effective safety programs, faster shipping times and streamlined claims management—when you make continuous improvement part of your organization’s culture by carving out time to think through problems and create solutions.

Room: 25C
Category: Career Development (CAD)
Level: Innovative

Learning Objectives:
  • Distinguish where innovation can be made a routine part of your business strategy.
  • Establish an assessment system to prioritize innovations likely to make the greatest impact.
Speakers:
  • Doug Schultz, Risk & Safety Manager, Wawa, Inc.
  • John Watkins, Interim Chief Claims Officer, Liberty Mutual Insurance
Rethinking Information Security Risk Management (CRM002)

Many information security risk management programs focus on technical risks—tactically adequate but lacking in suitable information for enterprise risk management (ERM), senior management and the board. Whether you are building an information security risk program or enhancing one, bridge the gap between tactical and strategic risks. Explore an innovative approach that aligns with ERM, produces stakeholder-applicable information, resonates with security, auditors and business leaders, focuses on the down- and upside of risk and evaluates risk treatment options. 

Room: 23AB
Category: Cyber Risk Management (CRM)
Level: Innovative

Learning Objectives:
  • Design a comprehensive framework to guide your information security risk management program.
  • Take steps to enhance information security risk management.
  • Develop tools that drive strategic risk discussions and investment decisions.
Speakers:
  • Tanya Scott, Sr. Manager, Information Risk Management, Lending Club
Risk Management in the Driver’s Seat: Navigating the World of Automated Vehicles (EMR001)

Many new vehicles offer crash avoidance features—warnings and automatic braking—while advances in intelligent transportation systems will soon allow vehicles to communicate with one another and road infrastructure to further avoid incidents. As we move to operations where a machine responds to data it records, how will that data be handled? Examine automated vehicle research, technological advancements and opportunities, political and legal risks and the role of industry professionals. Consider the impact of automated vehicles on your insurance program.

Room: 24C
Category: Emerging Risks (EMR)
Level: Innovative

Learning Objectives:
  • Summarize crash avoidance technology’s current risk profile.
  • Determine which risks will be affected by industry and regulatory developments concerning automated vehicles.
Speakers:
  • Kay Wakeman, Research Analyst, Highway Loss Data Instite
  • Jonathan Charak, AVP, Business Performance Management and Execution, Zurich North America
Surveillance: Advanced Strategies with Social Media (CLM010)

With approximately 80 percent of 18- to 49-year-old individuals engaged in social media, the insurance claims community routinely investigates this medium to better educate themselves regarding the specific activities of their claimants. Are you? Using social media as a pre-investigative tool can ensure positive surveillance results. Examine social media trends, history, demographic statistics, privacy issues and privacy expectations. Analyze the integration of this intelligence into an investigative fusion cell and the effective use of synchronized intelligence as an investigative tool.

Room: 31C
Category: Claims Management (CLM)
Level: Innovative

Learning Objectives:
  • Select social media investigative methods to use at your organization.
  • List the essential privacy issues, case law, evidentiary discovery rules and pretexting for social media investigations.
  • Set up rules to use social media investigative results to support future surveillance.
Speakers:
  • Steve Cassell, President & CEO, Command Investigations, LLC
  • Andy Olwert, President, SUNZ Insurance
The Proof Is in the Data: Applying Predictive Analytics to Reduce Workers’ Compensation Risk (CLM022)

Turn big data into actionable data. Predictive analytics can reduce risk and cost for injuries and return-to-work programs. Take an in-depth look at a successful program that uses this to identify risk levels for claims. Then, try your hand at applying predictive analytics tools to four real-world, high-risk claims. Learn best practices so you can apply data to identify high-risk claims and shape workforce management to promote improved health, fewer injuries, early injury intervention and treatment and avoidance of reinjury

Room: 24AB
Category: Claims Management (CLM)
Level: Masters

Learning Objectives:
  • Apply techniques to existing data to identify high-risk claims.
  • Select strategies to mitigate costs and optimize injured employee outcomes.
Speakers:
  • J.J. Schmidt, Senior Vice President, WellComp
  • Michelle Despres, Vice President, National Product Leader, Align Networks
11:30 am - 1:30 pm
Student Advisory Council Networking Lunch (STUDENT MEMBERS ONLY) (SAC)

PLEASE DO NOT SIGN UP FOR THIS EVENT IF YOU ARE NOT A STUDENT MEMBER OR ADVISOR.

Room: 5AB
Category: Networking Event
Level:

12:30 pm - 1:45 pm
Exhibit Hall Networking Luncheon: California Farm to Table (EHL)

This luncheon will feature dishes made with the freshest ingredients sourced from California’s local farms.  Relax and re-energize as you enjoy this delicious and healthy lunch featuring seasonal greens and vegetables.

Room: Exhibit Halls C-G
Category: Networking Event
Level:

2:00 pm - 3:00 pm
An Innovative Approach to Seismic Risk Control (RIC006)

This century, 2.5 million earthquake-related deaths are expected. Each event could also damage structures, disrupt supply chains and process flows, financially weaken or even cease your organization’s operations and devastate entire communities. The magnitude of the potential losses obligates stakeholders to prepare with informed decisions. This calls for a thorough understanding of earthquakes, their probability and the unique vulnerabilities of your facilities and business operations.

Room: 31B
Category: Risk Control (RIC)
Level: Innovative

Learning Objectives:
  • Contrast quantitative seismic loss assessment against real losses.
  • Match your organization’s level of acceptable risk to mitigation strategies.
  • Summarize probabilistic seismic risk assessment and performance-based seismic engineering.
Speakers:
  • Iunio Iervolino, Universitá degli Studi di Napoli Federico II, Italy
  • Fabio Petruzzelli, Risk Consultants, AXA MATRIX Risk Consultants
Best Practices for Managing Outdoor Event Risks (PRM005)

Does your organization host outdoor athletics in stadiums or concerts in parks? Uncover the unique challenges you face and the best practices you can use. Consider public safety concerns—weather conditions, power, electricity and lighting, trip hazards and pet risks. Look at human health—medical needs and first aid, bathrooms and trash. Examine security—crowd control, prohibited items, perimeters and communications. Know legal and regulatory rules for temporary structures, noise and traffic. And understand how event cancellation insurance reduces the financial risk.

Room: 32A
Category: Public Risk Management (PRM)
Level: Foundational

Learning Objectives:
  • Assemble initiatives that manage the effect of extreme weather conditions on events.
  • Adopt best practices for managing event security.
  • Acquire techniques for procuring cancellation coverage and processing claims.
Speakers:
  • William Dolamore, Purchasing Dir./Risk Mgt, University Athletic Association
Do You Know Your Company’s Reputational Value? (RIC011)

Organizations are increasingly aware of their brand reputation’s significant economic value. Reputation is a strategic corporate asset, which boards have a fiduciary duty to protect since brand can materially drive profits or losses. Whether you are part of a global entity, a public company or a private organization, you need to know how to value your brand and protect it. This session is hosted by RIMS Silicon Valley Chapter.

Room: 24AB
Category: Risk Control (RIC)
Level: Masters

Learning Objectives:
  • Define the components of reputational risk.
  • Apply risk quantification techniques to your organization’s reputation.
  • Decide if new and special insurance products provide the coverages you need.
Speakers:
  • Nir Kossovsky, Chief Executive Officer, Steel City Re
  • Todd Marumoto, Director of Risk Management, Mattel, Inc.
Excellence in Risk Management XIII (SRM006)

See how the scope and mission of risk management continue to change as a result of regulatory, economic and geopolitical trends. Explore the results of the 13th annual RIMS/Marsh Excellence in Risk Management Survey, a compilation of current, key trends in risk management as identified by members of the profession. Join the discussion about the drivers of risk management and their relation to overall business strategy in the twenty-first century. This session is hosted by RIMS.

Room: 28AB
Category: Strategic Risk Management (SRM)
Level: Masters

Learning Objectives:
  • Apply C-suite views and advice to your risk management concerns.
  • Determine how you will improve your use of analytics.
  • Anticipate top risk issues and the evolution of strategic thinking in risk management.
Speakers:
  • Julie Pemberton, Director, Enterprise Risk & Ins. Mgmt., Outerwall Inc.
  • Brian Elowe, Managing Director, Global Risk Management, Marsh
  • Carol Fox, Vice President Strategic Initiatives, RIMS
Insurance and Business in India: Challenges and Opportunities for Multinationals (GRM009)

The world’s largest democracy presents interesting challenges and opportunities for you and your multinational company. Examine the recent regulatory changes in which the government seeks to open the insurance market further to foreign investment. Review the complexities of the insurance and reinsurance marketplaces. Get valuable tools to help you develop and manage a robust insurance program. Explore the compulsory insurance programs as well as industry-specific requirements. Learn about the trials and tribulations of navigating the business environment of India. This session is hosted by RIMS International Committee.

Room: 27AB (Global Lounge)
Category: Global Risk Management (GRM)
Level: Innovative

Learning Objectives:
  • Anticipate how your program will be affected by insurance-related amendments to Indian law.
  • Build a route to navigate the Indian regulatory framework.
Speakers:
  • Jennifer Reno, Global Risk Manager, QVC, Inc.
  • Harsh Dutia, Vice President, Multinational Client Service, Marsh
Price Tag This! Putting a Value on Your Company’s Financial Capacity to Take Risk (SRM009)

Risk does not come with a clear price tag. Risk professionals do not come equipped with a barcode reader or price tagger. But is it really that complex? See how you can better understand and communicate the value of your company’s capacity for risk. With the right tools you can easily and accurately measure the three Rs: risk-bearing capacity, risk appetite and risk tolerance. Learn how to calculate the return needed to derive real value from risk-bearing capacity to enable more consistent decision making with respect to the risk-and-reward tradeoff.           

Room: 25C
Category: Strategic Risk Management (SRM)
Level: Masters

Learning Objectives:
  • Identify tools that measure risk-bearing capacity, appetite and tolerance.
  • Calculate a rate of return on assuming risk by using capital thresholds.
  • Employ basic formulas to evaluate risk-and-reward tradeoffs.
Speakers:
  • Graeme Harper, SVP, Global Insurance, Fidelity Information Services, Inc.
  • Rich Michel, Risk Management Leader, Wells Fargo Insurance Services USA, Inc.
Quantifying Cyber Security Risk in Dollars and Cents to Optimize Budgets (CRM008)

How can it be generally acceptable to assess cyber security risk in qualitative terms? High, medium or low? Red, yellow or green? How do you create an insurance and mitigation budget based on such terms? Risk assessments based on regulatory checklists validate control efficacies but lack critical information. You need to know the potential loss exposure to determine your organization’s insurance requirements and measure information security investment effectiveness. Learn how with a case study of cyber risk quantification.

Room: 23AB
Category: Cyber Risk Management (CRM)
Level: Innovative

Learning Objectives:
  • Use factor analysis of information risk (FAIR) to quantify your cyber risk in financial terms.
  • Adopt business language that translates cyber security risks into executive- and board-understood terms.
Speakers:
  • Chris Cooper, VP, Operational Risk Officer, Reinsurance Group of America, Inc.
  • Steven Tabacek, President, RiskLens, Inc.
Risk Management: The Actuarial Perspective (RIF002)

Quantitative analysis is a key part of risk management. Discover how to get the most out of it by effectively working with your actuarial team. Explore best practices in dialogue. Examine the actuarial approach to quantifying risk. Know what to expect from an actuary and, in particular, the role that actuaries play in helping you focus your efforts in managing the company’s risk profile and ultimate liabilities.

Room: 31C
Category: Risk Finance (RIF)
Level: Foundational

Learning Objectives:
  • Craft questions for your actuaries based on their expertise and skills.
  • Describe how actuaries view, calculate and express risk.
  • Adopt best practices to communicate with an actuarial team on data reporting, analyses and trends.
Speakers:
  • Loren Nickel, Director, Business Risk and Insurance, Google, Inc.
  • Frank Chang, Lead Actuary, Uber Technologies, Inc.
The Art of Taxation for Multinational Insurance Programs (LGL008)

If your organization has an office, operation, subsidiary, affiliate, asset or people outside of its home country, it is a multinational. With business expanding into new geographic markets, you look to multinational insurance programs to help manage the risks and exposures that result. But do you understand the tax considerations and issues to be addressed when designing and implementing a multinational insurance program? Explore tax developments and trends as they relate to your multinational insurance program.  

Room: 32B
Category: Legal and Regulatory (LGL)
Level: Masters

Learning Objectives:
  • Describe the essential points of the Foreign Accounts Tax Compliance Act (FATCA).
  • Work out the tax implications of premium allocations for your multinational insurance program.
  • Foresee the future direction of insurance taxation around the world.
Speakers:
  • Peter Paternostro, Senior Vice President & Tax Counsel, Multinational, AIG
  • Erin Scott, VP, Global & Enterprise Risk Management, Hewlett Packard Enterprise Company
The Road Ahead for Travel Apps: Lessons Learned and What’s Next (EMR003)

In the span of a few short years, apps that track travelers and help keep them safe have evolved from clunky and unfriendly to interactive and intuitive. They are easy to use for travelers and the managers charged with keeping them healthy, safe and secure. But challenges remain. How does employee privacy play a role in the tracking of travelers? How does duty of loyalty fit into the picture? How can apps help with duty of care? How safe is the information? Explore the trends in apps and travel-tracking technology, the challenges of implementation and cyber security.

Room: 23C
Category: Emerging Risks (EMR)
Level: Innovative

Learning Objectives:
  • Incorporate tested best practices in executive travel risk management.
  • Create ways you can promote your policies as safeguards for a globally mobile workforce.
Speakers:
  • Tim Daniel, Group Executive Vice President, International SOS
  • Matthew Bradley, Regional Security Director Americas, International SOS
Using Root Cause Analysis to Enhance Risk Management (RIC009)

In most organizations, poor investigations condense complex problems into executive summaries that omit details and distort incidents. Action plans then developed do not adequately address the issue, leaving unrecognized scenarios to materialize. By contrast, root cause analysis looks at an incident in the past to understand how and why it happened. Examine the simple but important connection between root cause analysis and risk mitigation and common confusion between the two. Look at a case study of cause-and-effect analysis used to manage risk.     

Room: 25AB
Category: Risk Control (RIC)
Level: Innovative

Learning Objectives:
  • Distinguish between what did happen and what could happen in loss events.
  • Recognize ways an analysis of what did happen can help you manage risk effectively.
  • Use Excel to create a visual dialogue for communicating complex risk.
Speakers:
  • Paul Daniele, Operations Officer, IFC - International Finance Corporation (World Bank)
  • Mark Galley, Reliability Engineer - Risk Analyst, ThinkReliability
We Can Work It Out: Integrating Millennials into the Workplace (CAD005)

By 2028, three-quarters of your employees will be millennials. They will bring unique views on responsibility, loyalty and other workplace values. As you prepare to compete for their favor—against technology firms, nonprofits and other popular sectors—how will you build a workplace culture that attracts and retains the most talented? See how one company shifted its culture. Embrace up-and-coming talent while respecting and valuing current employees’ contributions by building for the future without detracting from current business needs.

Room: 24C
Category: Career Development (CAD)
Level: Innovative

Learning Objectives:
  • Apply practices that attract and retain top millennial talent.
  • Determine steps you can take to help younger workers succeed.
Speakers:
  • Melissa Dunn, VP and Managing Director, Helmsman Mangement Services
  • Stephanie Conner, Senior Analyst, Risk Management, The Walt Disney Company
When an Employee Is Injured: Workers’ Compensation May Not Be Your Only Concern (CLM002)

What do you do when faced with an injured worker presenting a claim that extends into other areas of risk? Claims can leap into sexual harassment and sexual assault, post-injury suicide and illegal immigration risks that could potentially involve the Equal Protection Clause of the 14th Amendment. Join a compelling discussion with real-life examples of where workers’ compensation claims have proliferated. Discover what you need to consider to mitigate risk in these challenging, multifaceted cases. This session is hosted by RIMS Arizona Central Chapter.

Room: 26AB
Category: Claims Management (CLM)
Level: Foundational

Learning Objectives:
  • Recognize circumstances where a claim morphs into another exposure area and additional claim activity.
  • Apply strategies to lessen the likelihood a claim will mutate into another area of risk.
  • Identify circumstantial elements that cause injured workers to pursue intersecting claims.
Speakers:
  • Robert Balkenbush, Partner, Thorndal Armstrong Delk Balkenbush & Eisinger
  • Sandra Little, Manager, Enterprise Risk, Bar-S Foods Co.
2:00 pm - 4:00 pm
Aviation Industry Session (IND001)

Address your risk and insurance challenges as part of an exciting, interactive panel discussion. Get a brief insurance market update and claims review. Discuss the risks you and your colleagues currently face and what is being done to mitigate them. Learn about risk management best practices for fixed-based operators and maintenance operations. Address concerns related to the use of unmanned aircraft. Explore the application of enterprise risk management and safety management systems.

Room: 31A
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Detail specific changes in the current state of the insurance market affecting the aviation industry.
  • Apply lessons learned from recent aviation claims to your program.
Speakers:
  • Jeff Hollingsworth, Risk Manager, Port of Seattle
  • William (Bill) Walsh, Member, Cozen O'Connor
  • Steven Whitlock, Senior Vice President, AirSure Limited
Casino Industry Session (IND003)

The gaming industry remains one of the most diverse and risk-exposed. Use real-life scenarios—of property, casualty, workers’ compensation and directors’ and officers’ risks—to build interactive and collaborative solutions. Hear an industry panel’s views and opinions on subjects you control in this collaborative and audience-driven networking opportunity. If you are a risk professional, carrier, broker or casino service provider, come find education and entertainment.        

Room: 30A
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Compare real solutions to the emerging risks the gaming industry faces.
  • Apply examples of expertise and experience to your casino claims.
Speakers:
  • Paula Gentile, Senior Vice President & General Counsel, MGM Resorts International Risk Management
Critical Factors: Selecting Claims and Risk Management Information Systems (CLM013)

Claims and risk management information systems (CMIS and RMIS) can streamline the claims process and minimize the total cost of risk for your organization. But your existing system may be outdated and in need of a modern solution. Building a list of criteria for a new system can be tedious and time-consuming. Get a leg up on the process with critical factors that help guide your unique selection, implementation and configuration process.

Room: 29B
Category: Claims Management (CLM)
Level: Innovative

Learning Objectives:
  • Distinguish key criteria to look for when shopping for a CMIS or RMIS.
  • Apply lessons learned from others’ modernizations to your CMIS and RMIS purchase process.
Speakers:
  • Jeff Rowley, Risk Manager, Salt Lake County
  • Ron Carlson, Business Program Manager, Church of Jesus Christ of Latter-Day Saints
  • David Tweedy, Director, RMIS, Bickmore
  • Michele Adams, Vice President, Risk Management Services, The Walt Disney Company
Family Owned Industry Session (IND006)

Join an open discussion on current and emerging risks such as technology, supply chain, governance and compliance and ever-changing regulations for global operations. Examine other concerns unique to family businesses related to resources—or lack thereof, philanthropic brand and reputation, communications and adequacy of coverage for business units and family interests. This session is limited to risk professionals of private family owned companies.

Room: 30D
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Match your concerns to the experiences of other risk professionals from privately held companies.
  • Consider you peers’ techniques to juggle multiple priorities with limited resources.
Speakers:
  • Francis Hashimoto, Director- Treasury & Risk Mgmt, Elkay Manufacturing
  • Julie Bean, Risk Manager, The Duchossois Group, Inc.
Higher Education Risk Management Industry Session: A Potpourri of Issues and Solutions (IND012)

Join the University Risk Management & Insurance Association (URMIA) to explore five hot topics in higher education risk management. Hear a panel of experts from across the industry spectrum discuss: cyber liability, real estate, international operations, athletic risk and experiential learning. Then, join an interactive journey into emerging topics in higher education risk. Prior to the conference, submit your questions regarding other risk management issues or concerns to be addressed by the group.

Room: 29A
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • List changes to the risk profiles of the five hottest topics in higher education risk management.
  • Assemble peer-based strategies to address your specific issues.
  • Assess your risk mitigation skills based on input from panel experts and participants.
Speakers:
  • Luke Figora, Assistant VP, Risk Mgmt & Environmental Health & Safety, Northwestern University
  • Gary Langsdale, Univ. Risk Officer, Pennsylvania State University
Mining Metals Industry Session (IND014)

While the mining sector is under strain, the rail industry is emphasizing innovative technologies and safety programs to de-risk a crucial part of the commodity supply chain. Look at solutions to reduce risk as well as the frequency of derailments. Through case studies, examine contingent liability that may arise after products have left a company’s care, custody and control. In another a case study, review mitigating a major loss in an open pit coal mine and the need for flexibility in loss mitigation. Learn to get the policy wording right before the loss event.

Room: 30B
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Identify options to recover costs under the extra expense and increase cost of working clauses.
  • Practice precise policy wording to circumvent the dangers of errors in policy drafting.
Speakers:
  • Allan Manning, Managing Director, LMI Group
  • Diann Morshead, Senior Manager-Risk Magmt, Norfolk Southern Corporation
  • Maria Alicia Silva, Manager, Risk & Insurance, Teck Resources Limited
  • Murray Rowley, International Executive Adjuster, LMI Group
  • Matthew Newman, Head of Casualty, Apollo Underwriting
Reducing Risk Using Employee Product Liability Training Programs and Mock Jury Exercises (LGL003)

Employees often know little about product liability or the role they have in your company’s overall risk profile. The acts or omissions of even one employee can have severe financial and operational consequences. At the same time, fear of litigation should not prevent robust safety discussions. With simulations based on actual cases and a mock trial exercise, learn how to keep both new and long-time employees up-to-date and responsible for litigation prevention, risk management, regulatory compliance and proper incident response.

Room: 28E
Category: Legal and Regulatory (LGL)
Level: Foundational

Learning Objectives:
  • Recognize how employee words and actions affect your company’s product liability exposure.
  • Describe the elements of an employee training program to reduce product liability risk.
  • Look to trends in electronic discovery, document management practices and discovery sanctions.
Speakers:
  • Todd Rosencrans, Partner, Perkins Coie LLP
  • Armando Carlo, Director, Insurance Litigation & Claims, The Boeing Company
  • Mack Shultz, Partner, Perkins Coie LLP
Respect the Claim: A Panel Discussion on Real-Life Claims (CLM001)

Claims are like battles: You always need a great plan, but be prepared for the unexpected. Look at claim scenarios from experienced perspectives. See how lack of preparation can cost your company, particularly in delayed claim resolutions. With real-life case studies, learn to establish and protect client needs and determine an approach to handling claim situations before they happen. Prepare for the most common—as well as more unique—claims with steps to take once a claim occurs. And consider where your broker fits in to make sure all contingent risks are covered. This session is hosted by RIMS Los Angeles Chapter.

Room: 29C
Category: Claims Management (CLM)
Level: Foundational

Learning Objectives:
  • Adapt recommendations on key insurance coverages to include in your insurance forms.
  • Explain the steps needed to prepare for both common and unexpected claims.
  • Describe the key players you want in place prior to any claim.
Speakers:
  • Paul Boatman, Director of Risk Management, Prometheus Real Estate Group, Inc.
  • Jeffrey Taxier, Education and Training Manager, American Technologies Inc.
  • Scott Ritto, Senior Director, Risk Management, Kilroy Realty Corporation
  • John Shaw, Sr. Vice President, Claims Management, Marsh Risk & Insurance Services
Technology Industry Session: New Risks and Seizing Opportunities (IND009)

We are becoming increasingly more connected—to each other and the machines around us. Fifty billion devices are forecasted to be part of the Internet of Things by 2020. New technologies will change our world, creating both new risks and new opportunities, from personal health to product delivery to transit infrastructure. Prepare for risk assessment when new technology issues arrive. In peer teams, risk review scenarios and share your identified exposures and risk management steps. This session is hosted by the RIMS Silicon Valley Chapter.

Room: 29D
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Identify new threats related to hardware, software, partners and customers.
  • Classify essential elements of contractual and financial risk transfer.
  • Get a risk managers-only contact list of fellow participants for networking and peer support.
Speakers:
  • John Schaefer, Director, Lam Research Corporation
  • Holly Daley, SVP, Complex Risk & Tech/Media/Telecom Practice, Willis Towers Watson
  • Leslie Lamb, Director, Global Risk Management, Cisco Systems, Inc.
Understanding Additional Insured Coverage and Contractual Indemnity (INS006)

You receive a customer’s letter demanding indemnity for injuries to your employee at the customer’s plant, but the customer is responsible for the injuries. The fine print on the purchase order says your company has agreed to indemnify the customer for its sole negligence and named it as an additional insured. Can this really be so? What about workers’ compensation? And the customer’s insurance as a primary policy? Who will pay your retention? Can the customer access your excess policy too? Find the answers in this workshop. 

Room: 28CD
Category: Insurance and Contract Management (ICM)
Level: Foundational

Learning Objectives:
  • Describe the 2013 revisions to the ISO additional insured endorsements.
  • Decide what to include—and avoid—when drafting insurance and indemnity clauses.
  • Apply rules from an analysis of mock indemnity and additional insured claims to your policy concerns.
Speakers:
  • Joann Lytle, Partner, McCarter & English, LLP
  • Tabitha Prestler, Director of Risk Finance & Insurance, Wilbur-Ellis Company
Utilities Industry Session (IND021)

Join your fellow utilities risk professionals to discuss hot topics, opinions and practical suggestions on dealing with the issues of the day. Get up to date on cyber insurance with a review of the industry’s activities in collaboration with the federal government this past year. Look at how utilities risk professionals handle new construction projects, including joint ventures. Share in some of the panel’s recent experiences with contract language and additional insured provisions in insurance policies, which present renewed challenges following recent—and concerning—court decisions.

Room: 30C
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Describe the recent cyber security collaboration between the utilities industry and the federal government.
  • Identify important risk management considerations for new utility construction projects.
Speakers:
  • Richard LaPeter, Manager, Risk, Insurance and Claims, Pinnacle West Capital Corporation
  • Patrick Maguire, Senior Vice President, McGriff, Seibels & Williams
  • Deborah Gaffney, Director, Risk Management, Southern Company & Subsidiaries
  • Meghan Magruder, Senior Partner, King & Spalding
  • Alice Edwards, Managing Director, PricewaterhouseCoopers LLP
4:00 pm - 5:00 pm
Exhibit Hall Networking Reception: Brews and Bites (EHR)

Sample brews from two of San Diego’s favorite breweries - Karl Strauss Brewing Company and Stone Brewing Co. Wash down the suds with beer-infused sweet and savory baked treats. Not to be missed!

Room: Exhibit Halls C-G
Category: Networking Event
Level:

9:00 am - 10:00 am
A Big Deal for the Hospitality Industry: Recovering from a CAT 4 Storm in a Unique Business Environment (IND013)

In 2014, Hurricane Odile made a direct hit on a highly concentrated region of resort properties. Recovery was different and worth exploring. Delays began at the outset. Time-share obligations with cost-sharing components had to be addressed separately. And then, the inevitable debate: Did these conditions fit within the wording of even the most comprehensive property policies? Discover recovery strategies for the hospitality industry brought to light by Odile, including insights into a business environment, business culture and local government unlike others.

Room: 27AB (Global Lounge)
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Distinguish ways a region’s business culture determines strategies for financial recovery after a natural catastrophe.
  • Compare modes of handling the unique aspects of a natural catastrophe event in a remote resort locale.
Speakers:
  • Cameron Shirley, Director, Claim Management, Starwood Hotels & Resorts Worldwide, Inc.
  • Raymond Hutnik, Managing Director, Marsh Risk Consulting, Marsh
A Global Workforce is Risky Business: Managing the Risks of Travelling and Transferred Employees (GRM013)

In a smaller world with a global workforce you likely have employees on temporary or permanent overseas assignments. You have an obligation to know the risks and your duty of care should incidents arise. Plan ahead for unforeseen risk and train employees to be risk averse. Dive deeper into coverages and procedures for medium- to high-risk emerging regions. Prepare for the impact of incidents on your company, employees and brand. And test your knowledge in an interactive scenario.

Room: 25AB
Category: Global Risk Management (GRM)
Level: Masters

Learning Objectives:
  • Distinguish the high-risk environments in emerging growth markets where your employees travel.
  • Consider recommendations on protocols and training for traveling personnel.
  • Use a checklist for managing and financing international risk.
Speakers:
  • Laura Schauble, Vice President, Risk Management and Office Operations, ACDI/VOCA
  • Kevin Pedone, Global Organizations Producer, Clements Worldwide
  • Joseph Carrera-Casiano, Senior Consultant, NYA International Limited
Future Forecast: How Drones, Sensors and Integrated Apps are Rewriting all the Rules (EMR006)

Next generation technologies—sensors, drones and wearable devices—redefine operations. But consider this example: more than 40 percent of construction companies have no data risk management procedures for such solutions. Could the same be said for your industry? Review a brief history of data management and connectivity in virtual reality, augmented reality and wearable devices. See demonstrations of emerging technologies. And determine the data security you will need to adopt when your organization employs them.

Room: 23AB
Category: Emerging Risks (EMR)
Level: Innovative

Learning Objectives:
  • Pinpoint where emerging technologies reshape data mobility, visualization and access at your organization.
  • Translate others’ experience into approaches that address your technology adoption and research.
Speakers:
  • James Benham, Chief Executive Officer, JBKnowledge, Inc.
Government Contractor Defense: Evolving Case Law on Protections for the Products and Services Industry (IND010)

Over the past decade, the amounts and service types outsourced by the U.S. government have greatly increased. As this industry expands beyond the traditional scope and into austere environments, the statutes and case law that protects your company evolve from new exposures. If your company is currently providing or contemplating selling services or products to the federal government, learn about the legal framework, basis of each defense and tactics to increase the viability of deploying these strategies in litigation. Improve your risk profile and reduce insurance and claims costs. This session is hosted by RIMS Potomac Chapter.

Room: 23C
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Summarize government contractor defense, political question doctrine and other legal protections.
  • Relate recent favorable court rulings to the application of these defenses.
  • Choose loss control techniques your company can use to avail itself of these protections.
Speakers:
  • Richard Johanson, Risk Manager, Leidos, Inc.
  • Bryan Salek, Vice President, Government Contracting Practice, Willis Towers Watson
  • Raymond Biagini, Partner, Covington & Burling LLP
How to Build or Be a Risk Professional’s Successor (CAD013)

If you manage your corporate risks as RIMS taught you, then one of the biggest risks your company faces is the failure of a risk management succession plan. Whether you want to create a risk management legacy or seek to be that successor, examine strategies that build relationships with management and create future success. Learn how to find and develop the right person with the right knowledge, personality, skills, drive and situational awareness. Because the best legacy you can leave is a strong successor.

Room: 28AB
Category: Career Development (CAD)
Level: Visionary

Learning Objectives:
  • Identify the qualities your successor will need.
  • Choose strategies for successor development.
  • Anticipate pitfalls that could prevent successor approval from management.
Speakers:
  • Joseph Meaney, Vice President, Global Insurance and Risk Engineering, The AES Corporation
How to Stop the Madness: Violence in the Workplace (RIC003)

Every day in the United States, someone dies in an incidence of workplace violence. But only 70 percent of U.S. businesses have a workplace violence plan. Learn from real-life examples how to keep your employees safe, your company’s brand and reputation intact and OSHA and other regulators satisfied. Workplace violence should be at the top of your vulnerability and threat analysis. But with a properly implemented program that includes training to recognize and understand behaviors of concern, it can be mitigated or eliminated.

Room: 24AB
Category: Risk Control (RIC)
Level: Foundational

Learning Objectives:
  • Recognize the leading causes of workplace violence—hiring, firing and discipline.
  • Take steps to set up an intelligence network that detects potential violence and intercedes.
  • Incorporate methods to measure success into your behavioral risk and threat assessment program.
Speakers:
  • Suzanne Rhulen Loughlin, Founder/ EVP/CAO, Firestorm
  • Harry Rhulen, CEO, Firestorm
Tales from the Trenches in Litigation and Claims Management: Essentials for the Risk Professional (CAD003)

Get the practical and encouraging advice you need, whether you are a developing risk manager or have transitioned from a related field. Walk through accessible litigation and claims examples to review: choice of counsel, selection or replacement of outside counsel during the course of a claim, protection of privileged communications, handling pro se claimants (those without lawyers) and maintaining dignity and civility during claims. Pair each challenge with associated loss control techniques that could prevent a bad day from becoming worse. This session is hosted by RIMS Potomac Chapter.

Room: 25C
Category: Career Development (CAD)
Level: Foundational

Learning Objectives:
  • Practice career-building methods of handling colleagues with different experience levels.
  • Identify opportunities for input early in the insurance claims process.
  • Anticipate specific indications of potentially embarrassing claims situations.
Speakers:
  • Steven Cady, Attorney, Williams & Connolly LLP
  • Emily Cummins, Managing Director, Tax and Risk Management, National Rifle Association of America
The Changing Government Workforce: Does It Spell Trouble for Duty of Care Management? (PRM008)

More than one-third of career federal employees could retire by 2017. They will be replaced by millennials who use technology to effect change, believe themselves to be part of a global community and employ a “me-first” attitude at work. Independent and likely to challenge compliance, 63 percent would balk at advances such as mobile monitoring. If you are not developing a culture of compliance while embracing innovative ways to communicate, you could face pitfalls in safeguarding the agency and its workforce of the future.

Room: 24C
Category: Public Risk Management (PRM)
Level: Masters

Learning Objectives:
  • Correlate key generational differences and their impact on compliance and messaging.
  • Anticipate a younger generation’s expectation of new technology use.
  • Adapt ways to utilize technology and messaging to drive cultural change in duty of care awareness.
Speakers:
  • John Coovert, Senior Manager, Global Security, Concur Technologies, Inc.
  • J. Kelly Stewart, Managing Director and CEO, Newcastle Consulting, LLC
The New Frontier: Outcomes-Based Claim Audits (CLM014)

An audit is a “methodical examination and review.” In a claims management context, it assesses compliance with carrier and industry best practices and special handling instructions. But the correlation between a best practice compliance audit score and outcomes may be lost if the wrong activities are audited. Critical activities that are never audited may cause poor outcomes in a claim. Discover the truth about the traditional claim audit process and an innovative alternative. Only when you methodically examine and review the right activities do you improve the bottom line.

Room: 26AB
Category: Claims Management (CLM)
Level: Innovative

Learning Objectives:
  • Identify typical audit areas not likely to improve claim outcomes.
  • Recognize external factors that can determine claim outcomes.
  • Conclude which activities should be included in your audits.
Speakers:
  • Jenny Novoa, Senior Director, Gap Inc.
Tools You Can Use: Building Business Resilience (ERM007)

The slightest disruption—not to mention catastrophe—can open the door for competitors to capture your customers, recruit your staff and overtake your market position. See how you can use business resilience tools and resources to provide a structure for dealing with these risks systematically and holistically. In an interactive exercise, discover approaches to help your organization become more resilient and better able to anticipate surprises, recover from disruptions, adapt to changing conditions and leverage emerging opportunities to optimize enterprise efficiency.

Room: 30D
Category: Enterprise Risk Management (ERM)
Level: Innovative

Learning Objectives:
  • Categorize the ways disruptions could expose your organization to loss.
  • Choose which business resilience tools you will incorporate to address disruptions.
Speakers:
  • Mike Epstein, Sr. Director, Risk Management & Business Continuity, The E.W. Scripps Company
  • Linda Conrad, Director of Strategic Business Risk, Zurich North America
9:00 am - 11:00 am
Captive Industry Session (IND002)

We have all heard the phrase. “Go big or go home!” Well, the days of viewing a captive as a small part of your risk management strategy are gone. Captives are here to stay. They have thrived even in a soft market. Now is the time to think big before the next market cycle. Uncover how captive industry leaders have formulated big strategies to utilize their captive and increase the value that captives contribute to their parent corporation.

Room: 29C
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Identify ways that other captives have “gone big.”
  • Incorporate steps to increase the functionality of your captive within your organization.
  • Assemble tools to respond to hot topics in the captive industry.
Speakers:
  • Charles Lavelle, Partner, Bingham Greenebaum Doll LLP
  • Dennis Harwick, President, Captive Insurance Companies Association
  • Anne Marie Towle, Vice President and Senior Captive Consultant, Willis Towers Watson
  • Michael Scott, Vice President, Insurance & Risk Management, Archer Daniels Midland Company
Complex Business Interruption Claims: What to Do When Disaster Strikes (CLM016)

Uncover the hidden pitfalls of business interruption (BI) claims. How will you deal with explicit policy deadlines for notice, proof of loss and suit limitation provisions? How will you handle periods of indemnity? Have you considered extra expense provisions and supplemental coverage - ingress/egress, civil authority and contingent BI? How will you quantify a BI loss? Get insight into the world of BI losses through an analysis of claims resulting from recent disasters in Japan, Australia, Chile, New Zealand and the United States. This session is hosted by RIMS Silicon Valley Chapter.

Room: 29B
Category: Claims Management (CLM)
Level: Masters

Learning Objectives:
  • Decide on key BI and extra expense provisions for your insurance policies.
  • Follow steps to develop a good paper trail when presenting your insurance claims.
  • Anticipate possible pitfalls in the BI claims process.
Speakers:
  • Edward Joyce, Partner, Jones Day
  • Leslie Lamb, Director, Global Risk Management, Cisco Systems, Inc.
  • Rebecca Szelc, Managing Director, Berkeley Research Group, LLC
Cyber 4.0: Cutting-Edge Advancements in Insurance Coverage for Cyber Risk and Reality (CRM005)

Every organization is at risk. Cyber attacks of unprecedented frequency, sophistication and scale span industries and borders. No network is impenetrable. You need to know the legal liability, reputational injury, digital asset and revenue loss your company could face in the wake of an attack. Understand current cyber insurance products as well as the U.S. Securities and Exchange Commission advisory on public disclosure of relevant coverage. Demonstrate your value to your organization with a mastery of the issues and new products available. This session is hosted by RIMS Pittsburgh Chapter.

Room: 28CD
Category: Cyber Risk Management (CRM)
Level: Innovative

Learning Objectives:
  • Compare the provisions and enhancements of current cyber insurance products relative to your industry.
  • Assemble practical cyber coverage negotiation tips.
  • Add a best practices checklist to your next cyber insurance placement.
Speakers:
  • Christopher Liu, Head of Cyber, Financial Institutions Group, AIG
  • Roberta Anderson, Partner, K&L GATES LLP
  • Timothy Flaherty, Manager, Insurance Risk Management, Alcoa Inc.
  • Ben Beeson, Partner, Lockton Companies LLP
Financial Services Industry Session (IND007)

Can you bank on your insurance? Learn the naked truth about the hottest market trends in the financial services industry, including cyber risk, professional liability and investment banking coverage. Walk through the riskiest affairs that financial services institutions currently face. Discover ways to enhance your claims process and charm your insurer’s adjuster. Share in the experiences of your peers and get valuable tips for maximizing your insurance recoveries.         

Room: 29D
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Describe the key claims financial institutions face.
  • Choose methods to present your claim to the insurer without undermining your defense.
  • Compare several best practices for resolving financial institution insurance claims.
Speakers:
  • David Goodwin, Partner, Covington & Burling LLP
  • Jacqueline Olson, Risk & Insurance Management Principal, Wells Fargo
  • Tracy Jurusik, Senior Vice President, FINEX North America, Willis Towers Watson
Food Processing and Consumer Beverages Industry Session (IND008)

Join a roundtable debate on current issues related to food processing and consumer beverages, including: insurance programs, broker services and fees, benchmarking safety programs, workers’ compensation, loss prevention and food safety. Take the opportunity to network with new contacts and ask questions on challenges or risk treatments for your company. This session is open to those companies involved in food processing and distribution and beverage companies involved in soft drinks, wines, beer, distilled spirits, bottled water, juices, tea and coffee.

Room: 30B
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Expand your networking circle with new contacts.
  • Apply best practices from peers to your food processing and consumer beverage industry risks.
Speakers:
  • Jeff Horner, Risk Manager, Hormel Foods Corporation
  • Roseanne Parans, Senior Director, Global Risk & Insurance, Cott Corporation
Former Presidents: Looking Back to the Future to Manage the Change Ahead (CAD012)

There is little disagreement that the world is growing increasingly complex and uncertain. It challenges you to elevate your game. Incremental change may no longer be sufficient to keep management happy, deliver significant results and enhance your chances of success in your organization. Join five former RIMS presidents who have seen it all. Explore contemporary issues and challenges. Apply to your concerns to solutions that have been tested by successful careers, complex problem solving and big impact. And add your questions to the interactive, dynamic discussion.

Room: 29A
Category: Career Development (CAD)
Level: Visionary

Learning Objectives:
  • Evaluate your top challenges with expert perspectives.
  • Assemble steps to realign your career based on proven success.
Speakers:
  • Janice Ochenkowski, International Director, Jones Lang LaSalle Incorporated
  • Richard Roberts, Director - Risk Management & Employee Benefits, Ensign-Bickford Industries, Inc.
  • Scott Clark, Risk and Benefits Officer, Miami-Dade County Public Schools
  • Chris Mandel, SVP, Strategic Solutions, Sedgwick
Professors and Instructors of Risk Management and Insurance Education Industry Session (IND015)

Join a forum of peers to discuss current topics, curricula, issues and trends in risk management and insurance (RMI) education at the undergraduate and graduate level.  Explore continuing education and designation and certification programs as well as student recruitment and fundraising. 

Room: 28E
Category: Industry (IND)
Level: Foundational

Learning Objectives:
  • Describe current issues and trends in RMI undergraduate and graduate education.
  • Identify partnerships currently available for you and your university.
Speakers:
  • Al Gorski, Chief Risk Officer, Orange County Transportation Authority
  • Jean Paul Louisot, Professor, Risk Management, Univ Paris I - La Sorbonne
  • Steve Avila, Co-Director, Center for RMI & Actuarial, Ball State University
Real Estate Industry Session (IND017)

Join an interactive discussion of current issues and trends within the real estate industry. Explore: contractual risk transfer and indemnification; tracking certificates of your tenants, vendors, contractors and other third parties; construction risks and construction defect litigation; catastrophe exposures, such as earthquake, wind and flood; environmental issues; and claims management. Using a case study, look at the matters that affect you and your colleagues most and share in each other’s knowledge and experience.

Room: 30C