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Register
Welcome To
Golden Gate Chapter
CPCU
ALL INDUSTRY DAY
Monday, November 13, 2000
San Francisco Hilton Hotel
One Hilton Square
Keynote Luncheon Speaker - Ira Blumenthal,
international business development expert, consultant,
instructor and author.
Topic: "Change is Inevitable. Growth Is
Optional"
Ira Blumenthal is an international business
development expert. As the founder and president of
CO-OPPORTUNITIES, an Atlanta-based consulting company,
Ira has counseled world class clients such as Coca-Cola,
Nestle, Exxon, Wal-Mart, United Artists and others. He
serves as a visiting instructor at Michigan State
University and The University of Notre Dame. Ira is an
award-winning writer and author of Ready, Blame, and
Fire! (a book on the "myths" and
"misses" in marketing) and was honored as the
recipient of the George Washington Honor Medal For
Literary Excellence (Freedoms Foundation). Ira is a
visionary business leader who has been featured and
quoted in media sources such as The Wall Street Journal,
USA Today, BrandWeek, Entrepreneur, CNN and more.
Ira will speak on change. There is one constant in
life (and business)...change! Yet, change is not new.
What is new is the incredible speed of change.
Industries, companies and careers have gone from
"distinction" to "extinction" because
of their inability to adapt, adjust and master change.
Seminars are only offered in the morning. Each
participant's full day registration includes attendance
at the general session, one seminar, and lunch.
Reservations are handled on a first-come, first-served
basis.
The Society of CPCU's antitrust attorneys have
confirmed that out traditional format is presented in
accordance with the antitrust laws in California.
CPCUs attending the seminars will be awarded points
under the Continuing Professional Development Program for
CPCUs.
Continuing Education Units (CEU) with the
California Department of Insurance pending.
Schedule of Fees
Seminars including lunch $105.00
Seminars only $ 70.00
Luncheon only $ 70.00
Late Registration (After 10/31/00)
Seminars including lunch $115.00
Seminars only $ 75.00
Luncheon only $ 75.00
Seminars
General Session: Honey, I Shrunk the Industry
Moderator: Peter Van Aartrijk, Jr., Alexandria,
VA
Panelist: Nancy E. Carini, VP, Conning
& Company; Harry Richter, CEO Genesis Ins. Co.;
Patrick Gallagher, CEO, Tina Dobleman, CPCU, Levi Strauss
& Co, San Francisco.
This panel will discuss the shrinking industry and
its impact on the insurance company, agent/broker
industries and the risk management community. According
to Nancy Carini, of Conning & Co., the 1,100 p/c
groups will decline by 25% in five years and be cut in
half in ten years. A.M. Best & Co. indicates that the
insurer industry groups shrunk by 8% to 10% in 1999 and
expects one-third of the remaining groups to lose
operating autonomy by 2005. Some 10 to 12% of the
remaining groups, those under more immediate pressure,
may lose their autonomy within one to two years.
Seminar 1:
"Employment Practices Liability"
Moderator: Moderator: Tim Wilks,Area Vice
President-Gallagher Heffernan Insurance Brokers
Panelists: Michael Caples, Esquire,
Partner-Jackson, Lewis, Schnitzler & Krupman; Richard
V. Rupp, CPCU, Vice President-Professional Indemnity
Agency, Inc.
EPL claims are increasing in frequency
and severity. This seminar will explore the history of
EPL insurance, the sources of claims, loss control
issues, and risk finance alternatives available. The
panel's perspective includes that of the insurance
professional and the practicing attorney.
Seminar 2:
"Cyberexposures: Now That I've Got One, What Do I Do
With It?"
Moderators: Laura Danoff, CPCU-L.S.
Danoff Educational Enterprises
Panelists: Paul Lefcourt,
Principal-ECM Surplus Lines Brokers; Phillip Hoyt, Vice
President-AIG Technology Underwriting; Kathy L.
Guthormsen, Risk Manager-Autodesk, Inc.
The purpose of this seminar is to enable
p/c agents, brokers, and risk managers to do the
following: (1) Recognize cyberspace exposures requiring
some sort of specialized knowledge; (2) choose among the
various types of policy forms to meet the needs of a
given cyberspace exposure; (3) analyze one of the new
policy forms to be able to find key coverages and
significant terms and conditions.
Seminar 3:
"Integrated Disability Management: Current
Realities, Future Possibilities"
Moderator: Ric Yocke,
Director-Deloitte & Touch
Panelists: Carol R. Novoa,
Manager-IDM, Western Regional Disability Management
Service, Deloitte & Touche; Joe Wozniak,CFO-CSAA and
Board Member of the Disability Management Employers
Coalition
A growing interest in Integrated
Disability Management (IDM) is now occurring among
employers in this relatively new area of risk management.
At a time when many employers are experiencing
significant increased costs for workers compensation and
disability benefits, IDM programs can lower employers'
costs of doing business, improve productivity, and
eliminate employee disconnect. The population explosion,
coupled with an aging population, is reaching a crisis
point. This panel will offer strategies and results, and
will identify future benchmarks for IDM success.
Seminar 4:
"When is Insurance Fraud a Mistake or Fraud?"
Mock Trial
Judge: Keith E. Lanagan, CPCU,
J.D.-Fireman's Fund Insurance Co.
Representing the Broker: Howard M.
Garfield, Esquire, Partner-Long & Levit LLP
Representing the Insurance Company:
Irene K. Yesowitch, Partner-Long & Levit LLP
Representing the Insured: Seth E.
Watkins, Associate-Long & Levit LLP
Jury: The Audience
This is a MOCK TRIAL involving insurance
fraud. The roles of the insurance agent/broker, the
insurer and the insured not only influence a finding of
fraud, so do they impact the imposition of liability on
any or all of the parties. Experience this first hand as
a juror during this mock trial session. Using a unique
real-life fact pattern, well known insurance
professionals and local insurance counsel, this session
will undoubtedly benefit all attendees. The trial will
focus on: (1) Negotiation of favorable terms vs.
misrepresentation; (2) duty to know vs. head-hiding; and
(3) liabilities vs. remedies.
Seminar 5:
"Emerging Trends in Claims"
Moderator: Mark Grant, CPCU,
Claims Manager-CGU California
Panelists: Charles H. Watts, Vice
President-American Re-Insurance Company; Sara M. Thorpe,
Partner-Gordon & Rees
Is there another asbestos out there? Are
we really done with pollution claims? Will the insurance
industry have to pay tobacco claims? What is MTBE? These
are only some of the questions facing insurance
professionals in every discipline. This seminar will
address claim types that have already been identified and
then give some insight into trends and developments for
the future. Special attention will be given to the area
of Toxic Mold claims, an area of great concern in
California. A group discussion will focus on emerging
areas and the potential impact they may have in the
coming years.
Seminar 6: "ECommerce"
Moderator: Kari Van Gundy, CPA,
Senior Vice President, E-Commerce-Zenith Insurance
Company
Panelists: Stephen Pogue, CPCU,Vice
President-eCoverage.com; J. Russell Reed,
President-InsureZone; Van Bauman,eBusiness
Director-PricewaterhouseCoopers, LLP, West Business Unit
Insurance Practice
Today's evolution in technology is the driving
catalyst for dramatic change in most businesses. The
insurance industry is not exempt: the rate of change is
escalating as new entrants introduce new business models
and established companies (both carriers and agencies)
finally realize that they must change to survive. To do
so, the industry must overcome significant obstacles
including outdated regulation, expensive legacy systems,
illogical pricing, and bureaucratic cultures. The
successful companies will capitalize on emerging
opportunities to differentiate themselves with innovative
products and services for their customers.
Contact Numbers:
Cindy McCool, CPCU, ARM, CPIW
FAX Questions: (650) 728-2544 Answered next business day
P.O. Box 370533
Montara, CA 94037
E-mail: cindy@mccoolmgt.com
(next day) cmccool@bart.gov
(same day)
-or-
Suzanne B. McMahon,CPCU, RPLU
(415) 981-1958
Vegetarian Entrée available on request
Register
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