Conference Program
Transcription
Conference Program
RIMS 2007 continues our tradition of providing the highest-quality educational and networking experience for the risk management industry. New Orleans April 29 - May 3 You may ask … … what can I expect to accomplish? look forward to the conference As a participant in the foremost risk management conference, you will hear from some of the industry’s most successful leaders, explore the hottest issues of the moment, and identify the next wave of challenges you face—all while immersed in the ultimate knowledge-sharing environment with your peers from U.S. companies and beyond. … who will I meet at RIMS 2007? read about the conference discuss the conference envision the conference prepare for the conference register for the conference During receptions, working sessions, lunches, and while surfing the exhibit hall, RIMS 2007 New Orleans offers you the chance to meet with thousands of risk managers, insurance professionals, treasurers, brokers, insurers, CEOs, COOs and CFOs. Our conference gathers some of the most resourceful, innovative and successful professionals in the industry. … what will I encounter in the exhibit hall? RIMS 2007 presents a wealth of ideas and solutions for your business needs. RIMS 2007’s exhibition will gather over 400 service providers eager to tackle your business obstacles and provide you with the tools for planning, strengthening and executing your risk management strategy. RIMS 2007 New Orleans is your chance to exchange ideas with your peers and obtain the necessary education, solutions and inspiration for success. Reserve your place today. www.RIMS.org/RIMS2007 … who are the keynote speakers at RIMS 2007? They are risk management experts, government authorities and business leaders. Dr. Michael Osterholm Director of the Center for Infectious Disease Research and Policy David Maurstad Director of FEMA’s Mitigation Division and Federal Insurance Administrator David Holcombe, CPCU Director of Risk Management for International Speedway Corporation table of contents Welcome Letter...............................................................................5 General Information: What can you expect?.............................7 CONFERENCE HIGHLIGHTS Special Events .................................................................................9 Exhibit Hall......................................................................................12 Spencer Educational Foundation Events..................................13 Student Programs..........................................................................14 RIMS 2007 Show Daily....................................................................16 SESSIONS Topic Descriptions.........................................................................17 Sessions at a Glance....................................................................18 Conference Programming Committee.. ...................................27 Session Descriptions Claims Management (CLM)...........................................28 Employment Risks (EMP)..................................................31 Enterprise Risk Management (ERM)...............................33 Finance (FIN).....................................................................37 Industry (IND)....................................................................41 Insurance (INS)..................................................................45 International (INT).............................................................50 Legal Legislation (LEG)....................................................53 Loss Control (LCT).............................................................55 Offsite Sessions..................................................................58 Risk Management (RMG)................................................59 Translated Sessions...........................................................66 Future Conference Dates: 2008-2010.........................................72 REGISTRATION AND MEMBERSHIP Registration Form..........................................................................73 Registration Information...............................................................75 RIMS Membership Forms..............................................................79 TRAVEL AND ACCOMMODATIONS Hotel Reservations........................................................................89 Airline Reservations........................................................................89 Car Rentals....................................................................................89 Airport Shuttle................................................................................89 Visa Information............................................................................89 Shuttle Buses..................................................................................89 Hotel List.........................................................................................90 Hotel Map......................................................................................92 Sightseeing Tours...........................................................................93 Sightseeing Tours Registration......................................................95 conference AT A GLANCE..............................................96 Copyright 2006 by the Risk and Insurance Management Society, Inc. All rights reserved. RIMS Photography by © www.kenhawkins.com. 3 1065 Avenue of the Americas, New York, NY 10018-2506 Tel : 212. 286.9292 • Fax : 212.655.5931 • www.rims.org Dear Risk Management Community: We are proud to share the Conference Program for the biggest risk management event of the year! Nowhere else can you find so many educational sessions, industry resources and networking opportunities—all in one place. RIMS 2007 New Orleans is the event that could very well be a pivotal moment for your future success. This year marks two special occasions for the Risk and Insurance Management Society. We celebrate the association’s 57th year in serving the industry, and our Annual Conference & Exhibition turns 45. Many of us have seen and experienced significant evolution of the risk management role and practice as the social, political and business landscapes have dramatically changed over the years, causing priorities to shift and new risks to emerge. And throughout the decades, RIMS has endured as the industry’s top gathering for information, tools and educational resources. By referring to the Conference Highlights section of this program you will find details on the key events, sessions and speakers at this year’s conference. You don’t want to miss the opening reception, CEO leadership panel luncheon and special events in the grand exhibit hall. Be sure to attend the Opening Session, where you will hear from our dynamic keynote speaker—Dr. Michael Osterholm, Director of the Center for Infectious Disease Research and Policy—who will address participants on the topic of “Bracing for a Pandemic: What You Need to Know and How You Can Prepare”. Other key topics to be explored at the conference include business continuity and enterprise risk management. Hot topic sessions will be announced in early 2007. What's more, we are thrilled to offer you access to nearly 400 exhibiting companies and service providers, unlimited networking and invaluable insights from industry authorities. RIMS is honored to bring the conference to New Orleans for the seventh year in its history. We have arranged for some activities in support of New Orleans, such as a Comedy Benefit featuring Dennis Miller and a Community Service Day. We are proud to support the city and play a role in contributing to the revival of its magnificent spirit. The city’s rich cultural history and infinite charm has proven to endure any challenge. New Orleans is back in business and ready to welcome you! Please take some time to explore the conference program and discover the countless opportunities and learning experiences you can expect at RIMS 2007 on April 29 - May 3. We look forward to greeting you in New Orleans! Sincerely yours, Michael Liebowitz Mary Roth RIMS President RIMS Executive Director 5 General Information: What Can You Expect? www.RIMS.org/RIMS2007 SCHEDULE OF EVENTS Sunday, April 29 8:30 am - 5:00 pm 9:00 am - 3:00 pm 5:30 pm - 7:30 pm Monday, April 30 8:00 am - 10:00 am Spencer/Gallagher Golf Tournament Community Service Day Opening Reception Opening Session and Keynote Address The risk management community recognizes that the RIMS Annual Conference and Exhibition is the only event of its kind to bring together all the industry players for the ultimate learning and networking experience. Why should I attend? RIMS 2007 New Orleans offers you the opportunity to … • take away invaluable knowledge and insights. • discover innovative ideas for maximizing your risk management strategy. • identify the next generation of challenges for the industry, and develop plans for coping with the hurdles that may lie ahead. • cultivate and strengthen your network of contacts. 10:00 am - 12:00 noon Exclusive Exhibit Hall Hours 12:00 noon - 1:30 pm Chapter Awards Presentation and Keynote Speaker Luncheon 1:45 pm - 3:15 pm Sessions Who will be there? 1:45 pm - 4:15 pm Workshops 3:30 pm - 5:00 pm Sessions Tuesday, May 1 9:00 am - 10:30 am Thousands of executives join in the event each year. Among them are top-level risk managers; middle-level risk management professionals; IT, internal audit and operations executives; insurance professionals; CEOs; CFOs; COOs; treasurers; brokers and insurers. Sessions 9:00 am - 11:30 am Workshops Where is the conference? 10:45 am - 12:15 pm Sessions 12:30 pm - 2:30 pm CEO Leadership Panel Luncheon 2:30 pm - 3:30 pm Exclusive Exhibit Hall Hour and Dessert Reception Ernest N. Morial Convention Center 900 Convention Center Boulevard New Orleans, Louisiana 70130 Web: www.mccno.com 3:30 pm - 5:00 pm Sessions How can I book my hotel? Wednesday, May 2 9:00 am - 10:30 am Sessions 9:00 am - 11:30 am Workshops 10:45 am - 12:15 pm Sessions Let RIMS book your accommodations! We have blocked space at a variety of venues in New Orleans, from elegantly appointed, modern high-rises to an eclectic mix of quaint boutique hotels. All recommended hotels will offer special rates for RIMS attendees. Our quick and easy online room reservation service is available at www.RIMS.org/RIMS2007. 12:30 pm - 2:00 pm Exhibit Hall Networking Lunch and RIMS 2008 San Diego Kickoff How can I register? 2:00 pm - 3:30 pm Sessions 2:00 pm - 4:30 pm Workshops 8:00 pm - 10:00 pm Comedy Benefit Thursday, May 3 9:00 am - 10:30 am Sessions 10:45 am - 12:15 pm Sessions 12:30 pm - 2:00 pm Keynote Speaker Luncheon Exhibit hall hours Monday, April 30 10:00 am – 5:00 pm Tuesday, May 1 9:00 am – 5:00 pm Wednesday, May 2 9:00 am – 4:00 pm You can access complete conference information, pricing and live registration on the web. Remember, the Early Bird deadline is February 23. You may check your eligibility for other discounts in the registration section of this program or on our website at www.RIMS.org/RIMS2007. What can I expect from New Orleans? RIMS is proud to support New Orleans in its economic rebuilding efforts. The spirit of New Orleans is to be celebrated as the city is revitalized and gains momentum.The birthplace of jazz offers a wealth of lodging, entertainment, culinary treasures and, of course, southern hospitality. April in New Orleans is marked by enjoyable weather. You can expect a high of 79 degrees and a low of 59 degrees. Join your peers for an unforgettable experience in this city’s world of exotic architecture, elegance and charm. 7 Special Events Discover the tools to make your chapter flourish! Unite with RIMS professional staff and fellow chapter officers to uncover the keys to building a successful chapter. Explore the essentials with your peers: recruiting volunteer s , organizing a productive meeting, communicating effectively with members, managing the books and more. This workshop provides tips on how you can take full advantage of the resources offered by RIMS, as well as an opportunity to meet with a network of chapter officers who share the same goals. All RIMS chapter officers are encouraged to participate! What past attendees say about this workshop: “If you want to be successful, here’s where you need to start.” Lynn Lovell, Arizona Central Chapter “The workshop provides an incredible forum for an exchange of ideas. All board members should attend at some point.” Scott Ritto, Los Angeles Chapter “I left energized and excited about what I can do for my chapter.” Heidi Much, Detroit Chapter “The face to face interaction with other chapter leaders is a vital component of creating a successful chapter!” Pat Greene, San Diego Chapter Register online for the BSC Workshop by checking the appropriate box during the session selection process. For more information, please contact RIMS Membership and Chapter Services Department at (212) 655-6041 or [email protected]. RIMS 2007 Community Service Day—Join us! Sunday, April 29, 9:00 am – 3:00 pm Ernest N. Morial Convention Center Buses depart at 8:30 am to Lakeview While New Orleans felt the full fury of Hurricane Katrina, the images of devastation shattered us all. Although the French Quarter and downtown areas were largely spared, many areas of the city remain too ravaged for residents to return. Lakeview Parrish and the 9th Ward are among the areas still in disarray and in need of outreach—outreach you can help to provide. Now, you have an opportunity to act in support of the residents and city of New Orleans. Join us on Sunday, April 29 from 9:00 am – 3:00 pm for the RIMS 2007 Community Service Day! RIMS has partnered with the Beacon of Hope Resource Center to help the residents of Lakeview return to their homes. Participants will paint homes, clear yards of overgrown weeds and remove dead shrubbery and tree branches. You can help to revive Lakeview Parrish, bring hope to its residents and speed their return to the neighborhood. So take off your risk manager hat for a few hours, join your peers and take part in this community initiative. You only need to bring a pair of long pants (jeans are perfect), a long-sleeve shirt and closed-toe shoes or boots. RIMS and the Beacon of Hope Resource Center will provide the rest. A light breakfast and boxed lunch will be provided. Opportunities to volunteer for this project may be limited. For more information about the RIMS 2007 Community Service Day and the Beacon of Hope, please visit www.RIMS.org/CommunityService. Thank you for your support and we look forward to seeing you in New Orleans! RIMS First Timers Orientation Sunday, April 29, 4:15 pm – 5:15 pm Hilton Riverside Hotel, Oak Alley Room Monday, April 30, 10:15 am – 11:15 am Ernest N. Morial Convention Center, Room to be confirmed Between the sessions, exhibit hall and special events, the RIMS Conference can be quite daunting! Work it like a pro with this orientation seminar. Learn the tools necessary to guide you through the conference experience without feeling overwhelmed. Join the RIMS conference programming committee to learn how you can make the most of your RIMS 2007 experience! RIMS 2007 Opening Reception “Riverside Royale” Sunday, April 29, 5:30 pm - 7:30 pm Hilton Riverside Hotel, Grand Ballroom Two Poydras Street As you make your way into the Grand Ballroom, you will be amazed by the Hilton Riverside Hotel’s transformation into the Riverside Royale. You will be treated to the signature rhythms, themed décor and, of course, the chance to rendezvous with secret agents. Meet fellow attendees as you start your evening in style. One question remains—shaken or stirred? The first of many networking opportunities, this is your ticket to reconnecting with peers and forging new relationships. Please pick up your registration materials prior to the opening reception. Full Conference Pass and Monday Pass registrants will be admitted plus one guest aged 21+. 9 special events Building a Successful Chapter: A How-To Workshop Saturday, April 28, 7:30 am – 4:30 pm Sheraton Hotel, Napoleon Ballroom Section D3 Special Events RIMS 2007 Opening Session and Keynote Address Monday, April 30 8:00 am – 10:00 am Breakfast/Meeting Breakfast service ends promptly at 8:30 am Ernest N. Morial Convention Center, Hall A More than just the state of the Society, RIMS members and non-members alike will gather to explore the key issues facing the risk management industry today. Hear from RIMS President Michael Liebowitz on the industry’s achievements this past year, and the Society’s direction for the year ahead. Meet the RIMS Board of Directors and learn who has achieved RIMS highest honor—the 2007 Goodell Award. You will also hear a dynamic address on the topic of pandemics from the RIMS 2007 keynote speaker—Dr. Michael Osterholm, Director of the Center for Infectious Disease Research and Policy. Don’t miss this main event! Dr. Michael Osterholm Director of the Center for Infectious Disease Research and Policy Bracing for a Pandemic: What You Need to Know and How You Can Prepare As the threat of a global flu outbreak intensifies, what are the potential human, social and economic consequences of such an epidemic? In this important and compelling presentation, Dr. Michael Osterholm will explore what we can expect from the next pandemic crisis, and identify steps you need to take in order to mitigate the impact. What are the preparations necessary to meet and manage this threat? What assistance can you expect to receive from the government? And what responsibilities lie with big business? With many experts advising that it’s just a matter of time before we must deal with the affects of a flu pandemic, Dr. Osterholm’s informative perspective is a vital voice that is affecting the future of corporations, public health departments and government agencies around the world. Chapter Award Presentation and Keynote Speaker Luncheon Monday, April 30, 12:00 noon – 1:30 pm Ernest N. Morial Convention Center, Hall A This mid-day special event honors RIMS chapters for outstanding achievements in excellence and service. One special member will receive the Ron Judd Heart Award, which recognizes individual achievement in risk management at the chapter level. Also featured is a stimulating keynote address that explores FEMA’s role in the aftermath of Hurricane Katrina. Don’t miss David Maurstad, Director of FEMA’s Mitigation Division and Federal Insurance Administrator, speak on “Government’s Role in Mitigating Risk: New Orleans and Beyond”. David Maurstad Director of FEMA’s Mitigation Division and Federal Insurance Administrator Government’s Role in Mitigating Risk: New Orleans and Beyond Hurricane Katrina dealt a devastating blow to the city of New Orleans and surrounding communities in Louisiana and Mississippi. What can we take away from this catastrophic strike from Mother Nature? And what can be done to prevent another Katrina? David Maurstad, Director of FEMA’s Mitigation Division and Federal Insurance Administrator will share successes and lessons learned in the wake of last year’s unprecedented storm season. He will shed light on how the National Flood Insurance Program (NFIP) works, discuss the impact of the NFIP claims from Katrina, describe how FEMA as an organization is poised for the future, and address proposed changes to the NFIP. Mr. Maurstad will also highlight the work that has been done to bolster mitigation efforts and promote public safety in the Gulf and across the country, and explain what still needs to be done to avoid future damage and losses. He will also give insights as to how FEMA’s Mitigation Division is working with public and private risk managers to reduce risks associated with natural disasters. CEO Leadership Panel Luncheon Tuesday, May 1, 12:30 pm – 2:30 pm Ernest N. Morial Convention Center, Hall A Now in its third year, this cutting-edge panel discussion will address the key issues that risk managers are tackling in today’s business environment, and will explore how leading insurers and brokers are responding in terms of processes and solutions. Join high-profile participants in this panel discussion you don’t want to miss! John Amore CEO General Insurance Zurich Joseph Plumeri Chairman & CEO Willis Group Holdings Gregory C. Case President & CEO Aon Corporation Brian M. Storms President & CEO Marsh & McLennan Companies Brian Dowd, CPCU Chairman & CEO ACE USA Shivan S. Subramaniam Chairman & CEO FM Global J. Patrick Gallagher Jr. Chairman, President & CEO Arthur J. Gallagher & Co. Myron Picoult Independent Insurance Consultant 10 Martin J. Sullivan President & CEO AIG Take some time to relax and enjoy the RIMS version of dessert heaven. This special event gives you an opportunity to take an afternoon break from sessions and cruise the Exhibit Hall at your leisure. Exhibit Hall Networking Lunch and RIMS 2008 San Diego Kickoff Wednesday, May 2, 12:30 pm – 2:00 pm Ernest N. Morial Convention Center Exhibit Hall B, C and D Enjoy a relaxed atmosphere for networking with peers, visiting with exhibitors and exchanging views and solutions. What’s more, you will get a taste of what’s to come at RIMS 2008 San Diego. Wednesday Comedy Benefit for New Orleans featuring Dennis Miller Wednesday, May 2, 8:00 pm – 10:00 pm Ernest N. Morial Convention Center Conference Auditorium, 3rd Floor Join us for an evening of fun and laughs featuring award-winning comedian and television personality Dennis Miller. The proceeds from this event will be used to support New Orleans and neighboring communities in their rebuilding efforts. Seating is limited and will be assigned on a first-come, first-served basis. Places are limited to attendees who have secured a Full Conference Pass or a Wednesday Pass. Reserve your place when registering for the conference at www.RIMS.org/RIMS2007. Thursday Keynote Speaker Luncheon Thursday, May 3 12:30 pm – 2:00 pm Ernest N. Morial Convention Center, Hall A David Holcombe, CPCU Director of Risk Management International Speedway Corporation “Driving Risk Management on the Speedway” Ever wonder what it would be like to sit behind the wheel of a car at a NASCAR race? The speed, the adrenaline, the race to the finish line! Driving in the fast lane is not an easy task, especially in the risk management profession. Come hear about NASCAR’s efforts to manage risk along with an in depth discussion on risk management practices at ISC’s major motor sports events. Comedy Benefit for New Orleans Join us for an evening of fun and laughs featuring award-winning comedian and television personality Dennis Miller. With the support of the risk management community and many of our sponsors and exhibitors, RIMS 2007 is proud to announce that the proceeds from the Comedy Benefit will be used to support New Orleans and neighboring communities in their rebuilding efforts. Seating is limited and will be assigned on a first-come, first-served basis. Places are limited to attendees who have secured a Full Conference Pass or a Wednesday Pass. Reserve your place when registering for the conference at www.RIMS.org/RIMS2007. Wednesday, May 2 8:00 pm — 10:00 pm Doors open at 7:30 pm Ernest N. Morial Convention Center Conference Auditorium, 3rd Floor 11 special events Exhibit Hall Dessert Reception Tuesday, May 1, 2:30 pm – 3:30 pm Ernest N. Morial Convention Center Exhibit Halls B, C and D exhibit hall Exhibit Hall Hours Monday, April 30 10:00 am – 5:00 pm 10:00 am – 12:00 noon* Tuesday, May 1 9:00 am – 5:00 pm 2:30 pm – 3:30 pm* Wednesday, May 2 9:00 am – 4:00 pm * Exclusive exhibit hall hours. Conference and Exhibition Venue exhibit hall The event will take place at the Ernest N. Morial Convention Center. More information and photos are available online at www.mccno.com. Ernest N. Morial Convention Center 900 Convention Center Boulevard New Orleans, Louisiana 70130 Overview Conference registration for RIMS 2007 includes full access to the Exhibit Hall. Attendees are invited to explore the more than 400 exhibitors offering products, services and resources to assist in all risk management needs. What’s more, remember to keep an eye out for special events that take place in the Exhibit Hall throughout the conference! Please note: RIMS non-solicitation policy limits solicitation of business in the exhibit hall and all other areas occupied by the conference to those companies that reserve exhibit space. We reserve the right to expel individuals that do not adhere to the policy. Admission to the Exhibit Hall is limited to conference registrants and exhibitor personnel with badges. Individuals under the age of 21 will not be admitted. Exhibit Hall Events Exhibit Hall Dessert Reception Tuesday, May 1, 2:30 pm – 3:30 pm Ernest N. Morial Convention Center Exhibit Halls B, C and D Take some time to relax and enjoy the RIMS version of dessert heaven. This special event gives you an opportunity to take an afternoon break from sessions and cruise the Exhibit Hall at your leisure. RIMS Cyber Station Open during Exhibit Hall hours Booths 348 and 2052 Sponsored by FM Global Keep track of what’s going on in the office directly from the Exhibit Hall. The RIMS Cyber Station offers attendees an opportunity to network, check e-mail, access the RIMS Job Bank and visit the Virtual Exhibit Hall. You can also locate exhibitors, review exhibitor products and print information on your selections. Visit www.RIMS.org/RIMS2007 and www.fmglobal.com—the Cyber Station sponsor—for news and special offers. 12 spencer educational foundation, inc. events 16th Annual Spencer/Gallagher Golf Tournament Sunday, April 29 8:00 am Tee Time (Continental breakfast starts at 7:15 am) The Carter Plantation and The Oaks Golf Club Contact: Yvette S. Gomez at (225) 906-1218 or [email protected] For Tennis Enthusiasts! Sunday, April 29 Time and location to be announced Logic Associates will once again host the Spencer/Logic Associates Tennis Tournament. The entry fee is $50, which includes lunch and an awards ceremony. For additional information, to register or to learn about becoming a sponsor, please call Bill Perry, President of Logic Associates, at (212) 227-8000. Registration Forms: www.ajg.com/spencergolf Arthur J. Gallagher & Co. and the Spencer Educational Foundation, Inc. are pleased to invite you to participate in the 16th Annual Spencer/Gallagher Golf Tournament. Like the cuisine, golf in the Gulf Coast region is exquisite, and it is fast becoming a golf Mecca in the southern United States. From the glistening early morning dew of an 8:00 am tee time to the golden rays of sun cascading through 200-year-old moss-covered live oaks at dusk, nothing is quite as stimulating as golf in the South. The courses will make you feel like a champion once you have played them. Originally opened in 1998, The Oaks Golf Club is nestled amongst majestic timberlands and native wetlands, providing one of the most unforgettable golfing experiences on the Mississippi Gulf Coast. The striking par-72 layout is highlighted by strategic bunkering, dramatic green complexes and a meandering routing, making for a serene and tranquil golf experience. Format: Four-Person Team Scramble—form your own team or we will pair you. Registration deadline: March 9 Fees: $325 per person. Fee includes green fees, cart, breakfast, lunch, two mulligans, transportation, range balls and drinks on the course. Club Rentals: Rental clubs are available at the Proshop at each course. The Spencer Educational Foundation, Inc. appreciates the financial support of A.J. Gallagher & Co. and other loyal sponsors that hold fundraising events to benefit the Foundation. For information on sponsorship opportunities, please contact Yvette S. Gomez. The Spencer Educational Foundation, Inc. is dedicated to encouraging and assisting promising students and professionals in the risk management and insurance disciplines to fulfill their educational goals with scholarship awards and educational grants. Since 1980, Spencer Educational Foundation, Inc. has awarded more than $2.6 million in scholarships and $1.4 million in grants to eligible students and universities. In 2006, the Foundation awarded $405,000 in scholarships to 57 students and $145,000 in grants for the Risk Manager in Residence, Student Internship and Anita Benedetti Student Involvement programs. The Foundation also awards scholarships to risk practitioners obtaining their MBA part-time or online. Proud supporters of the Foundation include corporate and individual contributors, fundraising event sponsors and participants and many RIMS chapters. Learn more about the Foundation’s mission and show your support online at www.spencered.org. 13 spencer From the carefully preserved woods and wetlands to the impeccably manicured fairways of PGA Champion David Toms’ first signature golf course, The Carter Plantation is a spectacular 18-hole, 7,000-plus yard, par-72 golf course nestled among the distinct Louisiana landscape—moss-laden live oaks, towering pines and graceful cypress trees. The course has a Louisiana Golf Association slope rating of 140 and a course rating of 74.4 from the championship tees. Some 86 strategically placed bunkers offer surprise and challenge to the golfer. Carpeted with Tifeagle on the greens and Tifsport on the rolling fairways, each of the holes offers four or five tee positions, with water coming into play on eleven of the holes. student program Student Program Eligibility The RIMS 2007 student program is available to all undergraduate and graduate students currently enrolled for 12 credit hours per semester in a risk management or related curriculum at an accredited college or university. A letter from your dean or registrar certifying your current academic status must accompany your registration form and payment to: Risk and Insurance Management Society, Inc., 1065 Avenue of the Americas, 13th floor, New York, NY 10018. Please note: In order to qualify as a student, you must not qualify in any other registration category. Benefits As an enrollee in the RIMS 2007 student program, you will receive the following benefits: •Reduced registration fee of $190 (we offer a further discounted fee of $140 for RIMS Student Members) •Networking with colleagues and industry professionals •Complimentary events exclusively for students •RIMS Opening Reception (individuals under 21 years old will not be admitted) •Opening Session and Keynote Address •Full Conference Pass, Monday through Thursday, including lunches and sessions •Full admission to Exhibit Hall, Monday through Wednesday Anita Benedetti Student Involvement Program (ABSIP) Since 1978, RIMS has sponsored a group of outstanding students studying risk and insurance management to attend the RIMS Annual Conference & Exhibition. RIMS provides airfare, hotel expenses, registration and a small stipend for the students. Department heads from some 250 universities or colleges may nominate two exceptional scholars to the RIMS Student Involvement Committee, which selects students after reviewing submissions. The nominee must be enrolled as a full-time student with a major in risk management, insurance, or business finance or management with an emphasis in risk management and/or insurance and with enough credit hours to be classified as a junior, senior or graduate student. Selected students are notified in January 2007. Benefits: • Network with your peers, risk management and insurance professionals • RIMS Opening Reception (individuals under 21 years old will not admitted) • Opening Session and Keynote Address • Full Conference Pass, Monday through Thursday, including lunches and sessions • Full admission to Exhibit Hall, Monday through Wednesday • Complimentary events exclusively for students Additional Information: For information on the 2007 ABSIP, contact Fran Jordan, RIMS Education Manager, at (212) 655-6221 or [email protected]. Special events for students Student Welcome Reception April 28, 5:00 pm – 7:00 pm Student Brunch April 29 student program Student Breakfast May 1 – 3, 7:30 am – 8:30 am Educational Roundtable May 1, 2:00 pm – 4:00 pm 14 5 days 140+ sessions 400+ exhibitors Thousands of participants Unlimited networking opportunities ALL the industry’s leaders Join the industry’s movers and shakers at the premier event of the year. Topic Descriptions Claims Management (CLM) Provides information on the most up-to-date technology and procedures for managing the claims element of the total cost of risk. Employment Risks (EMP) Addresses risks associated with all areas of employment. Enterprise Risk Management (ERM) Provides information relating to identification and assessment of enterprise-wide risk. Finance (FIN) Integrates the financial aspects of risk into risk management. Industry (IND) Presents industry-specific information and hot topics. Insurance (INS) Analysis of insurance contracts and coverage. Addresses specific types of coverage in detail. International (INT) Analysis of exposures that are unique to multi-national companies and domestic companies with some foreign exposure. Legal Legislation (LEG) Incorporates aspects of the legal and regulatory environments into risk management. Loss Control (LCT) Provides a framework and techniques for reducing risk through mitigation programs. Offsite Sessions Two offsite educational experiences. Risk Management (RMG) Provides insights into and solutions for the identification, assessment and management of risk. Translated Sessions Bilingual programs in Japanese and Spanish. Please visit www.RIMS.org/RIMS2007 for updates on the program, speakers and hot topics. Early Bird registration deadline is February 23. Reserve now at www.RIMS.org/RIMS2007 17 monday, april 30 monday, april 30 1:45 pm - 3:15 pm Special Events RIMS 2007 Opening Session and Keynote Address 8:00 am – 10:00 am Dr. Michael Osterholm, Director of the Center for Infectious Disease Research and Policy Ernest N. Morial Convention Center, Hall A Claims Management (CLM) Employment Risks (EMP) Enterprise Risk Management (ERM) Finance (FIN) CLM301 EMP200 ERM105 FIN102 Data Capture: Beyond the Regulatory Requirements Attitude Adjustments: Working with Unions Enterprise Risk Management: U.S. vs. Japan Loss Funding: How IBNR Can Make or Break Your Program Industry (IND) ERM301 ERM: Aligning Practical Risk Analytics and Corporate Financial Performance ERM104 IND901 ERM Bootcamp Public Entity IND903 Tech and Telecom IND905 1:45 pm - 4:15 pm Family-Owned Businesses Interest Section IND912 Employment Services IND915 Energy Resources, Oil and Gas IND917 Healthcare: Medical Malpractice-The State of the Market IND918 3:30 pm - 5:00 pm Maritime 18 CLM101 EMP101 ERM204 FIN200 Who Is On My Team? Pro-Active Claims Planning Fundamentals of Return to Work: Win/Win for Employers and Employees PDCA: The Role of the RM in a Japanese Company—How to Keep Our Risk Management Program on Track Allocaphobia ... and How to Conquer It! CLM205 Business Interrupted: Dealing with Hurricane Coverage Issues ERM303 ERM: Quantifying the Risk monday, april 30 Chapter Awards Presentation and Keynote Speaker Luncheon David Maurstad, Director of FEMA’s Mitigation Division and Federal Insurance Administrator 12:00 noon – 1:30 pm Ernest N. Morial Convention Center, Hall A Insurance (INS) International (INT) Legal Legislation (LEG) Loss Control (LCT) Risk Management (RMG) INS202 INT100 LEG400 LCT200 RMG101 Perfecting a Broker Services Agreement International Program Building Blocks INT300 Under Pressure: Workplace Stress is a Global Problem Meet the Insurance Press INS305 D&O: A View From the Top Against What Threats Should You Buy Coverage? The Strategic Importance of Public Affairs in Enterprise Risk Management RMG200 Business Interruption: A Tale of Two Losses RMG307 Insurance Recovery Litigation—How to Best Avoid It, Win It and Deal With It RMG102 Associate in Risk Management 54 Review Session INS206 INT203 LEG101 LCT203 RMG100 Surety: (Definition) n. Something Beyond Doubt, A Certainty Interrupcion De La Actividad Empresarial: Unique Issues in International Claims Three’s Company: Adventures in the Tripartite Relationship Leadership and Communication in the Prevention and Mitigation of Disasters Threat Assessment, Vulnerability Analysis and Risk Management Decisions INS207 Plugging the Gaps: Dealing with Inconsistent Terms in Your Layered Insurance RMG204 Writing a Formal Risk Management Report RMG310 Climate Risk RMG401 Global Risks: The View from Davos 19 tuesday, may 1 tuesday, may 1 9:00 am – 10:30 am Special Events CEO Leadership Panel Luncheon 12:30 pm – 2:30 pm, Ernest N. Morial Convention Center, Hall A Claims Management (CLM) Employment Risks (EMP) Enterprise Risk Management (ERM) Finance (FIN) CLM102 EMP201 ERM100 FIN105 A Beginner’s Guide to Business Interruption and Property Damage Claims Cultural Issues in Claims Adjudication Moving Beyond Risk Identification and Prioritization Captives in Latin America ERM302 Finding a Home for My Captive CLM200 Driving ERM Integration and Efficiency Through Technology Workers’ Compensation: Innovations Possible Through Jurisdictional Changes Industry (IND) FIN202 IND902 Construction IND906 Restaurant IND908 9:00 am – 11:30 am Professor and Instructors of Risk Management and Insurance IND911 Casino IND913 Retail IND916 Risk Management in the Logistics Industry IND919 3:30 pm – 5:00 pm 10:45 am – 12:15 pm Mining and Metal 20 CLM103 ERM102 FIN104 Claims Audit Fundamentals: Take a Closer Look Security’s Role in the Emerging Enterprise Risk Model How to Talk Balance Sheet with the CFO— Risk Transfer Accounting Techniques FIN106 Captive Utilizations for U.S. Risks of foreignowned U.S. corporations FIN203 Catastrophic Property Coverage: Risk Financing Strategies CLM202 EMP300 ERM200 FIN100 Crisis Management Guide Post-Offer Functional Assessment Hiring Practices Risk Mapping Made Practical Risk Financing 1-2-3 Exhibit Hall Dessert Reception 2:30 pm – 3:30 pm, Ernest N. Morial Convention Center, Exhibit Halls B, C and D Insurance (INS) International (INT) Legal Legislation (LEG) Loss Control (LCT) Risk Management (RMG) INS200 INT101 LEG201 LCT400 RMG208 A Practical Toolkit for Proactive Safeguarding of Privacy Exposures Challenge of Change: EU Legislation and Risk Impact in EU Accession Countries Cross Border Litigation: What’s Happening in Canada Can Affect U.S. Jurisdiction Business Continuity Planning: What’s Wrong with This Picture? INS205 INT201 A How-to Guide to Help You Minimize or Avoid Fiduciary Liability Ascending the Himalayas: International and Multinational Challenges and Conundrums Integrating Workers’ Compensation Medical with Health and Productivity Management Strategies RMG212 Risk Manager’s Tool Kit RMG213 What Is the Ideal Risk Management? RMG400 INS101 LCT300 RMG209 D&O Coverage Workshop: Best in Class Associate in Risk Management 55 Review Session Business Interruption: Coverage, Claims and Recovery INS102 INT200 LEG203 LCT202 RMG103 Benchmarking Cost of Risk Admitted or Non-Admitted? The Question in Latin America Does Your Data Security Meet Uncle Sam’s Guidelines? When It Rains, It Pours: Preparing Against Flood Threats The Risk Management Process INS304 Reinsurance: Where Do My Premiums Go? tuesday, may 1 Broker and Chief Risk Officer: A Debate on the Issues RMG303 Excellence in Risk Management IV INS400 RMG304 Protecting the U.S. Economy: Is It Time for a Nationwide Catastrophe Fund? Sustainability Risk Management as a Critical Component of ERM RMG306 Driving Value Through Supply Chain Modeling INS203 INT204 LCT101 RMG104 Policyholder Recovery in Insurance Insolvencies Outsourcing to Asia Take a Closer Look: Self-Inspection Programs Contract Certainty— An Imperative or an Impossible Dream? RMG205 What Are We Worth? How Solving Coverage Issues Demonstrates Risk Manager Value RMG211 So Now You’ve Merged, What Opportunities and Pitfalls Lay Ahead? RMG308 Hot Topic 21 wednesday, may 2 Special Events Exhibit Hall Networking Lunch and RIMS 2008 San Diego Kickoff 12:30 pm – 2:00 pm Ernest N. Morial Convention Center, Exhibit Hall B, C and D Employment Risks (EMP) Enterprise Risk Management (ERM) Finance (FIN) CLM204 EMP203 ERM101 FIN204 Aftermath: Managing a Hurricane Claim Privacy in The Workplace: What Are the Boundaries? ERM Fundamentals Actuarial Loss Reserving: The Method Behind the Madness ERM300 ERM Communication Strategies 10:45 am – 12:15 pm 2:00 pm – 3:30 pm 2:00 pm – 4:30 pm wednesday, may 2 9:00 am – 11:30 am 9:00 am – 10:30 am Claims Management (CLM) 22 Industry (IND) FIN300 IND900 Associate in Risk Management 56 Review Session Agribusiness IND904 Food Processing and Consumer Beverages IND910 Motor Transport IND921 Entertainment CLM203 EMP100 ERM201 FIN101 The Battle Between Managing Workers’ Compensation Claims and Medicare’s Interest Preparing a Human Resources Disaster Plan Playing Nice Together: Internal Audit and Risk Management Financial Statement Analysis 101: The Numbers-Source to Use FIN206 WC Frequency Down, WC Severity/Cost Up ... Pursuing New CostManagement Strategies CLM100 ERM103 FIN201 Fundamentals of Claims Management How to Build a Business Case for ERM Speak Finance Like a Native CLM201 ERM205 FIN301 Lawyers, Litigation and Fraud: Part Deux ERM Forum: Where Are You in Your ERM Journey? Evaluating Program Maturity and Planning Next Steps Are You OverCollateralized? ERM203 IND907 ERM for Not-For-Profit Organizations Software/Technology IND909 Real Estate IND914 Utility IND920 Captive Comedy Benefit for New Orleans featuring Dennis Miller 8:00 pm – 10:00 pm Ernest N. Morial Convention Center, Conference Auditorium, 3rd Floor Insurance (INS) International (INT) Loss Control (LCT) Legal Legislation (LEG) Risk Management (RMG) INS100 INT202 LCT205 LEG100 RMG202 The Past, Present and Future of Wrap-Ups China: The Wall is Coming Down Hot Topic “E” Is for Discovery: Negotiating the Morass of Electronic Discovery Protecting Confidential Data Against Cyber Perils INS103 Certificates of Insurance: From the Risk Management Perspective RMG207 Appearance Matters: Managing Reputational Risk INS201 Property Insurance Basics INS209 Understanding Key E&O, D&O and Fiduciary Liability Insurance Issues RMG309 Business Continuity: Workshop INT401 LCT201 LEG200 RMG201 Insurance Market Update: State of the Industry Surety Bonds South of the Border Cargo Security Risks and Issues Additional Insureds, Indemnitors and Insurers: Who Owes Whom What? Now That I’ve Had My Crisis Drill, What Next? INS302 D&O Market Conditions and Coverage Updates wednesday, may 2 INS300 RMG203 Creative Financing Solutions for Intellectual Property Risks RMG300 Project Management Skills for Risk Managers INS208 INT303 LCT204 LEG202 RMG206 Web 2.0: Emerging Internet Risks Risk Management Challenges in Latin America The Mobile Employee: New Health, Safety and Security Challenges Emerging Methods: Controlling Legal Costs and Creating Competition Among Providers Risk Modeling: Data, Information and Action INS301 Key Insurance Moments: Past, Present and Future Implications LCT301 Loss Prevention Methods: Best Practices RMG210 Driving Excellence: Performing an Interactive Risk Management Audit RMG305 Benefits of Risk Management in Cost of Risk and Share Price 23 thursday, may 3 Special Event Keynote Speaker Luncheon 12:30 pm – 2:00 pm Ernest N. Morial Convention Center, Hall A Claims Management (CLM) Employment Risks (EMP) Enterprise Risk Management (ERM) Finance (FIN) CLM104 EMP301 ERM202 FIN103 Hot Topic Best Practices in Benefit Management From Theory to Reality: How to Bring Value Through ERM Jambalaya to Pralines: Captive Formation Steps thursday, may 3 10:45 am – 12:15 pm 9:00 am – 10:30 am FIN205 24 Convergence of the Financial Industries: Impact on Risk Financing CLM300 EMP202 ERM304 FIN302 TPA Contract Negotiation and Performance Management Metrics Circumventing Drug Testing: What Your Employees Know That You Don’t Implementing ERM: Achieving Sustainable and Value-Added Governance Alternative Risk Transfer: Customized Solutions for Difficult Exposures Industry (IND) Insurance (INS) International (INT) Loss Control (LCT) Legal Legislation (LEG) Risk Management (RMG) INT400 LCT102 RMG302 Energy: How Do We Fuel the Future? Improved Safety: Management Accountability for Safety Performance Flu Diligence II: The Pandemic Playbook INS204 LCT100 LEG300 RMG301 High Fidelity: Corporate Theft and Recovery Investing in Hurricane Preparedness: A Survival Story FIN47-Toxic Tab: New Accounting for Environmental Liabilities RIMS Quality Improvement Process thursday, may 3 25 Experience Levels 100 Series Limited experience 200 Series All audiences 300 Series Significant experience with the topic 400 Series Conceptual strategic approach to issues 900 Series Industry sessions Conference Sessions Please pre-register for your sessions. Due to meeting room space restrictions, RIMS requires you to register in advance for the specific sessions,lunches and events you wish to attend. Session seating is on a first-come, first-served basis! RIMS strongly requests that you honor your course selections. RIMS Extends its Great Appreciation to the 2007 Conference Programming Committee Chair Carolyn M. Snow Director, Insurance Risk Management Humana Inc. Vice Chair Mary Lynn Bangs, ARM Director, Risk Management Omni Hotels Corporation Members Cheryl L. Berman Risk Manager Dixieline Lumber Company Lesley J. Cohen Risk Manager Coachella Valley Water District Ted Dann, CPA Director, Risk Management Highwood Properties Inc. Teri Flynn, ARM Risk Manager Fairfax County Government Leesha Heard Corporate Director, Risk Management Ameristar Casinos Inc. Julie C. Mayeda, ARM, CIC, AIC Corporate Insurance and Risk Manager Pacific Marine & Supply Co., Ltd. Janet Stein, CRM Associate Director, Risk Management University of Calgary Board Members Janice McGraw Manager, Risk Management and Insurance Department McGill University Scott B. Clark, AAI Risk and Benefits Officer Miami-Dade County Public School Staff Liaisons Mary Roth Executive Director RIMS Salvatore Chiarelli Director, Meetings and Events RIMS Kamy Persaud Senior Conference Programming Specialist RIMS 27 claims management claims management Aftermath: Managing a Hurricane Claim (CLM204) Wednesday, 9:00 am - 10:30 am Over the past two years the insurance industry has been hit with at least seven named storms. Nearly everyone in the insurance industry has now come to realize that the management of a hurricane claim is a difficult challenge due to multiple factors. The focal point of this presentation is to review the basic steps in managing the process. Some of the topics to be discussed include post-storm damage assessment/mitigation, suggestions /recommendations for putting together a team to capture and provide claim documentation to the adjuster in an acceptable format, and a chronological overview of the typical claims process from cradle to grave. The ultimate learning objective is to show the benefits derived by managing the process. Participants in the session should have a basic knowledge of property insurance, as well as an understanding of your employer’s business and the components needed to get the business back up and running following a storm. This is a bilingual presentation (English and Spanish). Speakers Scott B. Clark, AAI Risk and Benefits Officer Miami-Dade County Public Schools A Beginner’s Guide to Business Interruption and Property Damage Claims (CLM102) Tuesday, 9:00 am - 10:30 am This session presents a look at some of the basic issues confronting property damage and business interruption claims, including causes of loss, indemnity period, occurrence definitions, gross earnings calculations and extra expenses. The session is geared toward people who have never had a business interruption claim and those who are new to the risk management field. Speakers Julie R. Jackson, ARM, CPCU, FLMI, CLU Director Targa Resources, Inc. Mark S. O’Rear Director Navigant Consulting Bart Douglas, AIC Managing Director Arthur J. Gallagher & Co. Business Interrupted: Dealing with Hurricane Coverage Issues (CLM205) Monday, 3:30 pm - 5:00 pm Scott B. Clark, AAI Risk and Benefits Officer Miami-Dade County Public Schools The precedent-setting losses of Hurricanes Katrina, Rita and Wilma have resulted in myriad coverage of issues being disputed between policyholders and their insurance companies. These disputes will focus on: 1) What caused the losses and, as a result, whether property damage, extra expense and business income losses are covered or not covered; 2) How much of the losses are covered or how the losses should be valued; and 3) The periods of time for which the business income/extra expense losses are covered. Moreover, these disputes will almost certainly put a spotlight on certain supplemental or additional coverages sold by insurance companies that insure losses resulting from damage to property, other than the policyholder’s property, on which the policyholder depends for its business or which impairs access to the policyholder’s property. Join us for a broad-ranging discussion of the long-term industry impact of these natural disasters. Our experts will look at claims processing and coverage issues, recovery theories, and measures companies can take to ensure proper coverage in the future. The Battle Between Managing Workers’ Compensation Claims and Medicare’s Interest (CLM203) Wednesday, 10:45 am - 12:15 pm Federal law requires consideration of Medicare’s interests in every workers’ compensation settlement. This session is designed to highlight Medicare requirements with a focus on providing strategies for managing workers’ compensation claims in light of recent law changes under the Medicare Modernization Act and solutions when settlement is threatened. Participants in the session will receive instruction on basic Medicare requirements and the need for Medicare Set Asides in workers’ compensation claims/settlements; up-to-date information on new law changes; and practice pointers to manage claims and identify problems and solutions for better claims handling and settlement. This session will also include a Q&A period focused on providing creative solutions to resolve impediments to settlement and ensure compliance with Medicare requirements. This session is hosted by the RIMS Greater Miami Chapter. Speakers Gail Baker, Esq. Attorney Kelley Kronenberg Nina R. Spiegel, JD Medicare Set Aside Consultant Kelley Kronenberg 28 Speakers Edward M. Joyce Shareholder Heller Ehrman LLP John D. Dempsey, CPA Managing Partner Dempsey, Myers & Company Lance J. Ewing, ARM, CRM Vice President, Risk Management Harrah’s Entertainment, Inc. plan to capture. This session examines how to capture the data necessary to manage risk, the purpose of data design, and how to maximize the use of available data. Given the dollars at stake, claims programs must be actively managed at all times. On the front end, expectations should be communicated and performance standards established. Once operational, claims audits can help ensure goals remain in focus. This session is designed to help you get the most out of a claims audit. Among topics to be discussed are why to conduct a claims audit, how to conduct a claims audit, when to conduct a claims audit, and who should conduct a claims audit. And most importantly, we will focus on the value and use of claims audit results. Speakers Speakers Bill Wright Claims Manager Central Parking Corporation John B. Hughes, ARM Director, Risk Management Alex Lee, Inc. Robert H. Bennett Chief Executive Officer Alternative Service Concepts, LLC Crisis Management Guide (CLM202) Tuesday, 3:30 pm - 5:00 pm A well-written, well-executed crisis management plan can often mean the difference between an organization’s survival or demise. How should a risk manager respond to multiple employee fatalities, widespread product contamination or an unexpected terrorist attack? In this session you will explore the key elements of a crisis management plan, how to maintain and restore confidence in your business in the aftermath of a disaster, and hear actual case-studies from the crisis management experts. Speakers Mark A. Kania, CPCU, ARM Liability Practice Leader Sedgwick CMS Steven G. Watts, CSP Executive Director, Risk Management Cingular Wireless Philip S. Renaud, II, CPCU Vice President Risk Management, Americas Exel, Plc Data Capture: Beyond the Regulatory Requirements (CLM301) Monday, 1:45 pm - 3:15 pm Most information systems are flexible enough to capture data elements needed to satisfy jurisdictional requirements. While this regulatory data is useful for reporting purposes, most organizations need more detailed data to manage their risk. The key is to start with the end result—the objectives of your risk management program—and work your way back to the data you Gary A. Nesbit, CSP, ARM, CPCU, AIC, ALC Director, Risk Management Belk Stores Services Glenn Backus Senior Vice President Alternative Service Concepts Lester J. Nixon, CPCU Chief Executive Officer Utah Counties Insurance Pool Fundamentals of Claims Management (CLM100) Wednesday, 2:00 pm - 3:30 pm Effective claims management has become a sophisticated process and one that must draw upon numerous areas of expertise, including medical cost containment, litigation management and traditional claims expertise. Strong claims-management fundamentals can apply to any major line of coverage, including general liability, workers’ compensation and auto liability. This session explores how to identify key cost drivers, ways to better integrate claims resources, how to achieve faster reporting, the use of performance standards and guarantees, and how to evaluate the quality of your current claims services. Speakers Darrell Brown Area Manager, Southern CA Sedgwick CMS Max Koonce Director, Workers’ Compensation Wal-Mart Stores, Inc. Ronald W. Thackery Vice President-Safety, Risk, Fleet, CES American Medical Response Hot Topic (CLM104) Thursday, 9:00 am - 10:30 am To be announced in January 2007. Visit www.RIMS.org/RIMS2007 for updates. Lawyers, Litigation and Fraud: Part Deux (CLM201) Wednesday, 2:00 pm - 3:30 pm This session is designed to identify the secrets of plaintiff and defense counsel tactics; develop appropriate internal responses to loss incidents; and interact in an open forum with the parties involved in litigation management. Panelists will debate the proper risk management response to various incidents: a simple slip-and fall injury; a potentially fraudulent workers’ compensation claim; and a sexual harassment incident. The group features a proactive risk manager experienced in large 29 claims management Claims Audit Fundamentals: Take a Closer Look (CLM103) Tuesday, 10:45 am - 12:15 pm claims management government loss control and risk management; a plaintiff attorney; a defense attorney specializing in insurance defense; and a former risk manager who is now an insurance broker. Learn what the plaintiff’s counsel hopes to unearth; identify defense counsel strategies for success; and develop incident response techniques with an eye toward possible litigation. Speakers Kenneth Antee Chief Executive Officer City of Shreveport Nancy Sylvester Vice President Public and Scholastic Division Arthur J. Gallagher Risk Management Services Inc Tom Cody Risk Manager City of Shreveport Wade Trahan Attorney Ottinger Hebert, LLC TPA Contract Negotiation and Performance Management Metrics (CLM300) Thursday, 10:45 am - 12:15 pm Successful development, implementation and management of third-party administrators is changing. Leading practices point to changes in traditional TPA contracts to performance-based incentive agreements. We will show you how to develop a performance-based contract and evaluate your vendors on the performance against stated objectives, not just activities. Speakers Bruce S. Zaccanti Partner Ernst & Young LLP John A. Smolk, CPCU, ARM Manager, Workers’ Compensation United Airlines, Inc. Who Is On My Team? Pro-Active Claims Planning (CLM101) Monday, 3:30 pm - 5:00 pm This session will explain the benefits and prudence of having your insurance team in place when disaster strikes, and to plan in advance of situations where an organized approach can yield real benefits. There will be three specific areas up for discussion: 1) Communicating an awareness of the disparities of the preparation between insurers and policyholders; 2) Explaining the importance of having a team in place to avoid delay and haphazard decisions in times of crisis; and 3) Establishing goals for having appropriate personnel adequately prepared to act swiftly when problems arise. The learning objectives are to understand roles that different disciplines can play in claim scenarios; appreciate unique problems some claims can create for insureds; and determine what the best claim team for your business involves. 30 Speaker John N. Ellison Managing Shareholder Anderson Kill & Olick, PC Workers’ Compensation: Innovations Possible Through Jurisdictional Changes (CLM200) Tuesday, 9:00 am - 10:30 am Fact or Fiction? Jurisdictional changes in medical management yield cost savings. We will focus on practical, innovative strategies that take advantage of the opportunities presented through jurisdictional changes in states such as California and Texas. Planning/development of quality, cost-effective medical management models will be discussed along with challenges and resolutions. Design of medical provider networks will be presented with methods to achieve more cost-effective use of managed care elements— clinical case management, utilization review and medical bill review. Also discussed will be integration of provider networks, managed care and claims management. Clearly defined performance standards and metrics will be highlighted. Through a case study of a Fortune 500 company’s recent development of an integrated model, attendees will have the opportunity to engage in problem-solving related to a series of developmental issues and challenges common to risk management—the objective being to provide information useful in medical management of claims, compliant with regulations yet innovative and consistent with risk management goals and objectives. Speakers Donna Townsend Consultant/Principal Total Management Solutions John E. Riggs Manager, Workers’ Compensation Disneyland Resorts Sharon E. Muran Consultant/Principal Total Management Solutions employment risks Attitude Adjustments: Working with Unions (EMP200) Monday, 1:45 pm - 3:15 pm Speakers Arden K. Young Senior Corporate Manager Georgia-Pacific Corporation Brad Johnson Regional Operations Director Sedgwick CMS Best Practices in Benefit Management (EMP301) Thursday, 9:00 am - 10:30 am Bruce Beardsley, CSP, ARM-P Risk Manager Arthur J. Gallagher & Co. John Standing Technical Consultant Liberty Mutual Cultural Issues in Claims Adjudication (EMP201) Tuesday, 9:00 am - 10:30 am The demographics of our population and workforce are rapidly changing, and with that comes changes in the traditional means for conducting business. We will explore the impact of cultural issues on the risk management process. Speakers will cite statistical shifts in the employment population of the U.S. and discuss how cultural origins and language barriers must be addressed to maximize risk management program performance. Our emphasis will be on understanding key cultural differences that impact risk management and how altering traditional business processes can achieve positive program results. Speakers David A. North President and Chief Executive Officer Sedgwick CMS We will present a framework for creating best practices in benefit management. You will take away a plan of action for putting together a benefit management program that can be used in large or small firms in any industry. Risk managers will gain an appreciation of the challenges that face benefit managers and how both divisions can work together. David R. Holmquist, JD, CPCU, ARM Director of Risk Management and Insurance Los Angeles Unified School District Speaker Return-to-work and transitional-duty programs have been shown to benefit both the employer and the employee. These types of programs have long been recognized for their ability to minimize costs; but they have also been shown to foster the healing and recovery process. We will demonstrate how to establish a successful return-to-work program, identify what opportunities can and should be seized, pinpoint what pitfalls to avoid, and explore how to track and measure results. Whether new to the risk management position or simply looking to strengthen your existing cost management initiative, this discussion of conceptual developments along with real-life examples and interactive debate make this session worthwhile. John Erb Senior Manager Deloitte & Touche Circumventing Drug Testing: What Your Employees Know That You Don’t (EMP202) Thursday, 10:45 am - 12:15 pm Many companies use controlled substance and alcohol testing as means to ensure that workers are fit for duty, and to comply with government regulations in certain industries. While drug and alcohol testing is effective in pre-employment screening and in controlling losses after injuries or accidents occur, the Internet has fueled an underground industry devoted to helping drug users beat employer drug-testing programs. We will help to fill in the gaps when it comes to understanding the resources available to anyone with Internet access who wants to beat a drug test. Topics include providing an overview of controlled-substance and alcohol-testing programs; probability of positive tests, by industry; Web sites offering ways to circumvent drug/alcohol testing; and devices and materials available on the Internet to circumvent drug testing. Fundamentals of Return to Work: Win/Win for Employers and Employees (EMP101) Monday, 3:30 pm - 5:00 pm Speakers Jeffrey L. Brody Corporate Safety Director Pepsi Cola & National Brand Beverages, Ltd. Kathryn Tazic Workers’ Compensation Practice Leader Sedgwick CMS Susan Shemanski Director, Claims Risk Management Department Spherion Corporation 31 employment risks When it comes to workers’ compensation, union leaders often come to the bargaining table with a number of misunderstandings and misconceptions. We will take a look at some of these misgivings and explore ways to better communicate the benefits of your program to union leaders. Among the key topics up for discussion are: 1) Definition of workers’ compensation; 2) What is being done to protect employees; 3) How employees are treated once an injury occurs; and 4) The advantages of maintaining a fully engaged workforce. Whether you are new to the risk management position, or more experienced with union negotiations, this presentation and exchange will provide you with new insights to these necessary discussions and relationships. Speakers employment risks Post-Offer Functional Assessment Hiring Practices (EMP300) Tuesday, 3:30 pm - 5:00 pm Privacy in The Workplace: What Are The Boundaries? (EMP203) Wednesday, 9:00 am - 10:30 am Work-related injuries should not be an expected part of doing business. We will introduce you to the benefits of using individualized functional assessments and post-offer exams. Speakers will discuss implementation, present actual ROI results and provide sample documents. Employers can use post-offer tests to gather information on function and baseline musculoskeletal measures on new hires, as well as document preexisting medical conditions and impairments. This is a broad discussion on the increasing concern regarding the intersection of employee privacy rights and the reasonable need of employers to monitor the workplace. Topics will include background checks; inspection and search of employee property and workspace; speech and conduct restrictions, including electronic communication; voicemail monitoring; English-only rules of fraternization; and a host of related topics. This session is hosted by the RIMS Inland Empire Chapter. This session is hosted by the RIMS Golden Gate Chapter. Speakers Speakers Lesley J. Cohen Risk Manager Coachella Valley Water District Diana J. Rich, ARM Director, Risk Management RemedyTemp, Inc. Larry Feeler, PT, CEAS Chief Executive Officer/Founder WorkSTEPS, Inc John Barber Vice Chair, Employment Practices Lewis Brisbois Bisgaard & Smith LLP William F. McMahon, ARM, RPA Risk Manager Fleetwood Enterprises, Inc. Robert P. Morgan Claims Regional Vice President-San Francisco AIG Domestic Claims, Inc. Preparing a Human Resources Disaster Plan (EMP100) Wednesday, 10:45 am - 12:15 pm Many employers were caught unprepared by recent hurricanes and had to scramble to obtain the whereabouts of their employees. Disasters can be natural or man-made, and the potential impact of pandemics is of high concern to many companies. Disasters have impact all over the world and companies need to prepare a plan of action in the case that they strike. In particular, HR professionals need to have the ability to respond quickly and efficiently. You will gain an understanding of how benefit plans are affected by disasters, and how/why companies should prepare; how to identify various benefits that could aid in helping employees return to work and/or recruit new employees; how to handle employee benefits for affected individuals, including fulfilling notice requirements; and what the implications/tax consequences are depending on the type of assistance you provide to your employees. Speakers Doug Russell Director of Human Resources TMSEL Jay M. Kirschbaum, JD, LLM, FLMI Vice President and National Director Willis 32 enterprise risk management Driving ERM Integration and Efficiency Through Technology (ERM302) Tuesday, 9:00 am - 10:30 am Many risk management professionals are striving to embed ERM into their organizational process, systems and culture. They seek to move the process from an isolated initiative to a comprehensive and integrated approach for better decision-making. This presentation will explore how risk management leaders have leveraged the use of technology to drive sustainability and efficiency in their ERM processes, including: practical approaches and lessons learned for managing risk information; case study applications of key technologies that support risk identification; risk mitigation planning and sustainability of ERM; an overview of how technology can play a key role in senior management and diagnostic reporting; guidance on how to develop stakeholder buy-in for investing in and applying ERM technology across the organization; and suggestions for overcoming commonly cited challenges to ERM technology deployment. Speakers Jeffrey J. Gehrke Vice President, Risk Management Corporate Express, Inc. Leslie A. Lamb Risk Manager Cisco Systems, Inc. Enterprise Risk Management: U.S. vs. Japan (ERM105) Monday, 1:45 pm - 3:15 pm Although the history of risk management in Japan is not as lengthy as in the United States, both are almost at the same stage when it comes to Enterprise Risk Management. ERM in the U.S. is the extension of risk and insurance management, whereas in Japan it is an extension of auditing and compliance. At this session, risk managers from the U.S. and Japan will exchange ideas and experiences with implementing ERM programs, and attempt to develop the most effective ERM system for their organizations. This is a bilingual presentation (English and Japanese). This session is hosted by the RIMS Japan Chapter. Speakers Iwao G. Niwa General Manager Matsushita Panasonic John R. Phelps, ARM, CPCU Director of Risk Management Blue Cross and Blue Shield of Florida, Inc. This is an entry-level enterprise risk management workshop that aims to provide you with practical,hands-on approaches to ERM implementation. The concepts and tools presented will help the “traditional risk manager” turn the corner in launching a process that aligns risk management efforts to the organization’s overall strategic goals. Seasoned speakers represent various disciplines, providing a collective view of suggested approaches. Speaker Julie A. Pemberton, ARM Manager, Enterprise Risk Management Chiquita Brands International Inc. ERM Communication Strategies (ERM300) Wednesday, 9:00 am - 10:30 am With the advent of enterprise risk management, many risk managers have dramatically expanded the type of information they share with senior management and their Board of Directors. In the past, risk management reports may have focused on key issues such as D&O insurance limits purchased and major issues such as claims retained and risk captive performance. Reports today may include a focus on critical risks, both insurable and uninsurable, risk ownership controls, and detailed financial models. This discussion will provide examples of state-of-the-art risk management reports, including detailed presentations by ERM experts. The session will focus on the report format, information shared, and process used to communicate with management and the Board. Speakers James W. Ferguson Director, Risk Management Halliburton Company Leslie A. Lamb Risk Manager Cisco Systems, Inc. Randy L. Nornes Executive Vice President Aon Risk Services ERM for Not-For-Profit Organizations (ERM203) Wednesday, 2:00 pm - 4:30 pm The chief risk officers from two not-for-profit hospital firms will discuss how they successfully implemented enterprise risk programs, problems they encountered along the way, and share ideas of what worked best. They will give you tips on how to get management and employee acceptance of the changes involved in the process, and how ERM may or may not be different in a not-for-profit setting versus the corporate world. Each organization presenting during the session is in a different stage of implementation, which should be of interest to attendees who are considering ERM and those who are already in the process of implementing an ERM program. 33 enterprise risk management Michael Yip, CRM Associate Consultant Aon Risk Services ERM Bootcamp (ERM104) Monday, 1:45 pm - 4:15 pm Speakers James K. Beckmann, Jr. Senior Vice President, Chief Risk Officer Ascension Health Mitch H. Melfi Senior Vice President, Chief Risk Officer Catholic Health Initiatives ERM Forum: Where Are You in Your ERM Journey? Evaluating Program Maturity and Planning Next Steps (RIMS Members Only) (ERM205) Wednesday, 2:00 pm - 3:30 pm enterprise risk management What is your organization’s ERM culture and framework? Do you have a strategy in place? Are you in the implementation stage? Or are you just getting off the ground? In this interactive forum, risk managers will share ideas on how to achieve a high performance ERM program. You will discuss what is working, what isn’t and explore ways of moving your ERM program toward a leadership level. Participants will share knowledge on concepts and tools for developing and implementing effective and mature ERM program performance metrics. By employing the RIMS Risk Maturity Model for Enterprise Risk Management you will gain an understanding of your program’s maturity level, develop clear and objective success criteria and measure progress toward achieving your goals. Ultimately, you will learn how to gain maximum value from your program, streamline the ERM process and quantify and establish a common language with your peers across support functions such as internal audit, compliance, legal and IT. Speakers Carol A. Fox, ARM Senior Director, Risk Management Convergys Corporation Steven Minsky Chief Executive Officer LogicManager, Inc. ERM Fundamentals (ERM101) Wednesday, 9:00 am - 10:30 am We will cover the basics on establishing an enterprise risk management system. The discussion will focus on the critical elements, potential barriers and pitfalls, and present two case-studies—one from manufacturing and one from a financial institution. Participants should enter the session with a basic understanding of the risk management process and will leave with an increased understanding of how to begin to transform traditional risk management into an ERM system. This session is hosted by the RIMS Western Michigan Chapter. Speakers Anthony F. Sullivan Senior Vice President Willis James G. Bollman, CPCU, ARM, AIC, AIM Corporate Risk Officer TD AMERITRADE Holding Corp. 34 Mark Meyer, CPCU Manager Corporate Risk Steelcase Incorporated ERM: Aligning Practical Risk Analytics and Corporate Financial Performance (ERM301) Monday, 1:45 pm - 3:15 pm Are the processes your company uses to ensure risk transfer and retention decisions fulfilling the following criteria? Are they: Aligned with corporate financial management objectives and practices? Consistent with how financial market and uninsurable enterprise risks are managed across the company? Validated through quantitative measures and practices? Transparent to the Board and Executive Committee review? Appropriate, efficient, and fairly priced? This panel will discuss how to apply practical decision-making analytics to help you choose the best-suited risk transfer programs to effectively deploy risk management capital. Our panel will offer insight into an integrated, analytical process that links financial analysis, actuarial analysis and insurance market factors. Using real-life examples, panelists will guide you to realize the benefits of the process, including the ability to manage total cost of risk in line with financial performance objectives, test-drive innovative risk transfer structures and loss-funding options, evaluation and validate risk transfer decisions (retentions, limits, etc.), and create a disclosure and governance tool for risk management. Speakers Daniel H. Kugler, ARM, CEBS, CPCU, AIC Assistant Treasurer, Risk Management Snap-On Incorporated Edwin Albers Lead Analyst Aon Melissa Olsen Leuck, ARM Risk Manager TAP Pharmaceuticals Inc. ERM: Quantifying the Risk (ERM303) Monday, 3:30 pm - 5:00 pm This session will include a Hewlett-Packard case-study detailing how HP extended its enterprise risk review process to incorporate more rigorous quantification of the potential impact of critical risks on its operations, both by line of business and for the corporation as a whole.We will discuss how the quantification of different risks was accomplished, what challenges were encountered and overcome, and the key lessons learned. We will conclude with a description of how these advances are linked to strategic planning and capital investment. Speakers Bob Kopech Managing Director Mercer Oliver Wayman Sean Blitchok Business Risk Manager Hewlett-Packard Company From Theory to Reality: How to Bring Value Through ERM (ERM202) Thursday, 9:00 am - 10:30 am Michael A. Miller Operational Risk Manager Guaranty Bank The ability to articulate and maximize the return on investment in ERM is a challenge, even for organizations that have already embraced the concept in theory. Here, presenters from several organizations with mature ERM processes will share with you their success stories and lessons learned. This presentation will include an overview of how the process began and evolved, including detailed three-year timelines and project work steps; a methodology for calculating organizational risk appetite, putting ERM into context; specific applications and tools used in ERM initiatives; strategies for overcoming challenges to ERM, including turf battles, speaking senior management’s language and achieving organization wide buy-in; and case-study overviews of tangible benefits of the ERM process, including improved customer satisfaction, lower cost-of-risk and enhanced strategic planning. Implementing ERM: Achieving Sustainable and Value-Added Governance (ERM304) Thursday, 10:45 am - 12:15 pm Speakers Eric P. Stocker, ARM Associate Director, Treasury Genentech, Inc. Ingrid Fleming Risk Manager Northern Michigan Hospital How to Build a Business Case for ERM (ERM103) Wednesday, 2:00 pm - 3:30 pm The ability to articulate and maximize the return on investment in ERM is a significant challenge for organizations embarking on an ERM initiative. We will describe how to build a sound and persuasive business case to present to senior executives, including an overview of the value proposition for ERM, as uniquely defined by several leading organizations; case-study overviews of ERM process outcomes and benefits, including enhanced decision-making, better business performance and a framework for regulatory reporting; critical success factors for developing and maintaining an effective ERM process, including senior management support, sufficient resource allocation and a clearly defined vision; and strategies for appealing to various stakeholders of the ERM process, including the Board of Directors, senior management and audit and market/credit analysts. Speakers Jeffrey J. Gehrke Vice President, Risk Management Corporate Express, Inc. Michael Yip, CRM Associate Consultant Aon Risk Services Speakers Christina Kite Senior Director of Risk Management Cisco Systems, Inc. David A. Young, Jr. Director, Corporate Risk Managment Becton Dickinson and Company Laurie J. Champion, CPCU, MBA Vice President, Risk Management Coca-Cola Enterprises Inc. Michael J. Chagares Director Mercer Oliver Wyman Moving Beyond Risk Identification and Prioritization (ERM100) Tuesday, 9:00 am - 10:30 am Many companies have spent countless dollars and hours identifying and prioritizing the critical corporate and business unit risks, only to stall at the end of the process. Often decision-makers are confused about what to do with the risk information and how to apply it to strategic decision-making. They fail to embed ERM, develop a governance structure, or to define their risk tolerance and appetites. These failures lessen the value they receive from their ERM efforts. This session is designed to explore how ERM can help you make strategic decisions based on consolidated, timely, relevant and reliable risk information. Our panel will review the techniques you can employ to maintain momentum after the business risk identification and prioritization. We will use client case examples to illustrate how information can be aggregated across the business units to give corporate insight to key company risks, outline tools and techniques for linking the identification and prioritization of business risk to strategic planning, and introduce the concept of action teams to implement mitigating activities. 35 enterprise risk management Lisa Kremer Director, Enterprise Risk Management Aon The goal of most ERM programs is to fully implement an ERM framework throughout the organization so it becomes an integral part of how the business is managed. Achieving a sustainable ERM governance framework requires a solid foundation of risk management components that, when properly assembled, enables both senior management and the Board to strategically anticipate and manage the risks in a value-added way. Our panel discussion, involving the heads of risk management at Cisco, Becton Dickinson, and Coca-Cola Enterprises, will illustrate how appropriate ERM governance structures and reporting and information flow enable organizations to improve and aggregate their decision process in a consistent and objective manner. Speakers John A. Rogula Principal Mercer Oliver Wyman Kenneth B. West, ARM, CPCU Director Risk Management Masco Corporation PDCA: The Role of the RM in a Japanese Company— How to Keep Our Risk Management Program on Track (ERM204) Monday, 3:30 pm - 5:00 pm Risk management is not a one-shot deal. Simply making a manual of what to do in case of incidents does not mean your risks are well covered. We need to constantly update information around us and make changes accordingly. Is our risk management program on the right track? Are there any pitfalls? In this session we will discuss how to evaluate the progress of risk management in order to execute meaningful “action.” This is a bilingual presentation (English and Japanese). This session is hosted by the RIMS Japan Chapter and sponsored by AIG. Speaker enterprise risk management David G. Schwartz Senior Vice President YKK Corporation of America Playing Nice Together: Internal Audit and Risk Management (ERM201) Wednesday, 10:45 am - 12:15 pm As the internal auditing and risk management professions expand their enterprise risk management efforts, some conflicts are likely to occur. It doesn’t have to be that way. Speakers will explore various approaches that the two functions can take to accomplish the mutual goal of effective risk identification and control. Specific areas include the relationship of audit plans to ERM; sharing information between departments; what the Board wants; and who “owns” ERM. This session applies to all risk management professionals interested in learning more about how to work with internal audit. As a result of this session, you will be able to implement a more successful enterprise risk management program. The panel includes a risk manager who has prior experience in internal audit. Other panelists will offer controversial opinions on the topic. Speakers John W. Schaefer, CPCU, ARM President Global Risk Advisors Kevin W. Hoskinson, ARM, CPCU Director, Risk Management Sun Microsystems Inc. 36 Risk Mapping Made Practical (ERM200) Tuesday, 3:30 pm - 5:00 pm Road maps are useful when we know our destination. Risk maps have the same basic need: we must identify the applications before we embark on building the map. We will review how an RMIS or interviewing technique can construct a map showing the diverse risks your organization faces. We will use this modeling approach to show three practical conclusions. The scope covers enterprise risk, but the application can be equally specific to casualty risks. Speakers Mark A. Jablonowski, CPCU, ARM Senior Analyst Conning Research & Consulting Richard F. Denning, JD, CPCU President, Chief Executive Officer Shelter Island Risk Services Security’s Role in the Emerging Enterprise Risk Model (ERM102) Tuesday, 10:45 am - 12:15 pm The emerging convergence of information security and traditional security—along with the holistic approach to enterprise risk management—create opportunities for the security manager. Security risk management is evolving due to both advances in technology and organizational pressures created by regulatory issues. Value migration from the physical to information-based and intangible assets is occurring. There will be a description of existing issues as well as a look at ongoing empirical research. The expected effect of this revolution on the developing enterprise risk model will be thoroughly discussed. Recommendations will be made to risk managers on how to include security risks in your company-specific approach to risk management and the potential development of an enterprise risk model. You will benefit from this session by broadening your view of security-related risks and their impact on traditional risk management. Speakers Jeff M. Spivey, CPP, PSP President Security Risk Management, Inc. Ray O’Hara, CPP Senior Vice President Vance finance Actuarial Loss Reserving: The Method Behind the Madness (FIN204) Wednesday, 9:00 am - 10:30 am Actuaries are often called upon to calculate reserve estimates to either establish self-insured reserves, determine captive reserves, or to evaluate a loss portfolio transfer. Values provided by actuaries are often at odds with risk managers’ expectations and actuarial reports can be intimidating. This session will provide risk managers with insight into the process and give you information that will allow you to participate more constructively before, during and after the reserving process. We will provide some insight into methods, assumptions and calculations used in loss reserving. Speakers Aaron Newhoff, FCAS Vice President Beecher Carlson Gregory K. Myers Managing Director Beecher Carlson William P. Lyons, Jr., ARM Vice President, Risk Management-Asset Protection Petco Animal Supplies Allocaphobia ... and How to Conquer It! (FIN200) Monday, 3:30 pm - 5:00 pm The annual cost of risk allocation (CORA) process can be a daunting experience. We’ve all been there—the methodologies are time-tested and transparent, the math is right, and yet nobody’s happy. At issue are internal customer perceptions and reactions, impact on budgets and pricing of products and services, and adherence to corporate risk-taking philosophy. Topics of discussion will include CORA methodology and risk-taking philosophy, internal equity, forecasting, communication, and strategies and tools for achieving buy-in from all areas. Speakers Barbara Benson Grinnell Vice President, Risk Solutions Willis of Illinois, Inc. tailored to help a company meet its business objectives. Clients may benefit by obtaining multi-year pricing, participating in favorable loss experience, and addressing volatile future risk and/or handling complex claims more efficiently. This advanced level session will include several scenarios that demonstrate how ART insurance solutions have benefited companies across a variety of industries, including construction, energy, transportation, healthcare, manufacturing and financial services. We will present the state of ART today and identify important criteria by which to evaluate alternative risk management exposures, solutions and providers. Speakers Carl H. Groth Director, Capital Markets Deloitte & Touche LLP Chad M. Wright Director of Risk Management Georgia-Pacific Corporation Martin Scherzer Senior Vice President AIG Are You Over-Collateralized? (FIN301) Wednesday, 2:00 pm - 3:30 pm High collateral requirements set by insurers is an important issue for any organization with an alternative risk transfer program. They can dramatically impact bank ratings, shareholders, and business relationships, as well as restrict cash needed for business growth and acquisitions. This session will highlight key strategies that you can employ when tackling collateral requirements. We will outline key considerations when setting up collateral; discuss best practices when dealing with collateral reviews; and explore the causal relationship between carriers claims handling and reserving on collateral requirements. We will also discuss effective use of actuarial data to establish appropriate collateral limits; present case-studies of companies impacted by over-capitalization; introduce the use of mandatory injunctions as a way to reduce unjustified collateral increases; and identify ways to avoid unnecessary litigation. Joyce E. Armstrong, CPCU Director, Risk Management The Scotts Company and Subsidiaries This session is hosted by the RIMS Orange County Chapter. Michelle S. Logan Director, Risk Management Federal-Mogul Corporation Diana J. Rich, ARM Director, Risk Management RemedyTemp, Inc. Alternative Risk Transfer: Customized Solutions for Difficult Exposures (FIN302) Thursday, 10:45 am - 12:15 pm John Edmonds Senior Vice President-Credit Management ACE USA Companies often need innovative solutions to address difficult-to-insure risks in a manner that support their business strategy. ART programs have the flexibility to do just that. Drawing upon a broad range of insurance and capital market techniques, an ART provider can design and implement a structured insurance program that is Michael B. Adreani, Esq. Attorney Roxborough, Pomerance & Nye LLP Speakers finance 37 Associate in Risk Management 56 Review Session (FIN300) Wednesday, 9:00 am - 11:30 am Eduardo Fox Manager Applyby Spurling Hunter Final review session for the national ARM 56 exam. Advanced preparation in the Associate in Risk Management 56 course,“Risk Financing,” is recommended to maximize the benefit of this seminar. We will focus on helping students understand the more challenging areas of the course. You will be taught by a representative of the Insurance Institute of America which conducts the ARM program. Jorge D. Luzzi, ALRM Group Risk Management Director Pirelli Group Speaker Richard Berthelsen, ARM, CPCU, ARE, AU Director of Risk Management Education Insurance Institute of America Captive Utilizations for U.S. Risks of Foreign-owned U.S. Corporations (FIN106) Tuesday, 10:45 am - 12:15 pm We will provide you with updated real cases on captive utilization for U.S. risks of foreign-owned U.S. corporations such as workers’ compensation, products liability and warranty. Attendees will hear hands-on experiences of risk managers who have been involved in utilizing captives for U.S. risks of foreign-owned U.S. corporations. This is a bilingual presentation (English and Japanese). This session is hosted by the RIMS Japan Chapter and sponsored by Marsh. Speakers Jill E. Husbands, ACII Managing Director Marsh Management Services Yutaka Sugimoto Director Risk Management Yazaki Management Company finance Captives in Latin America (FIN105) Tuesday, 9:00 am - 10:30 am Captive tools for risk financing is a well-known alternative for most U.S. and European companies and is used as part of the risk financing process. But is it the same in Latin America? Is it used by domestic Latin American companies as part of their risk financing strategy? This session will explore the reality of captives in Latin American and how this type of financial vehicle can be used in order to improve their risk financial profile. The panel will discuss different key items to take into account when evaluating the feasibility for a captive in a Latin American environment, including regulatory, fiscal and legal issues. In addition, the panel will present the level of the service providers’ availability for captives, including captive domiciles in the region. This is a bilingual presentation (English and Spanish). This session is hosted by the RIMS Dallas-Fort Worth Chapter. Speakers Claudia M. Robayo Lawyer Clyde & Co. 38 Javier Mirabal, ARM Vice President, Latin America Taylor Risk Consulting Catastrophic Property Coverage: Risk Financing Strategies (FIN203) Tuesday, 10:45 am - 12:15 pm This session will provide information on how to determine appropriate limits and retentions for catastrophic property coverages (i.e., named windstorm, flood, and earthquake) when faced with severe market capacity restrictions. Speakers will provide background on the risk modeling done by underwriters, how to obtain the data necessary to obtain the most accurate projections of probable maximum loss, and identify alternative risk financing options. Speakers Joseph Tinetti Property Underwriting Officer Zurich North America Walter D. Tyler, CPCU, ARM Manager, Risk Management CSX Corporation Convergence of the Financial Industries: Impact on Risk Financing (FIN205) Thursday, 9:00 am - 10:30 am Catastrophic exposures and limited capacity have generated the need for creation of new markets for risk managers. What are the new capital sources and how can you access them? Financial market and insurance experts will discuss where product evolution is leading us and what insurance derivatives are applicable to risk management programs. They will examine if corporate risks should be bundled for an integrated solution and if Wall Street offers an advantage. Speakers Tony Bibbings Senior Vice President Beecher Carlson William Dubinsky Senior Vice President Swiss Re Capital Markets Financial Statement Analysis 101: The Numbers-Source to Use (FIN101) Wednesday, 10:45 am - 12:15 pm This 90-minute session is designed to unlock the mysteries of corporate financial reporting. We will explore the roles and constructs of financial statements, including balance sheets, income statements, statements of cash flow and footnotes. By differentiating accountants from analysts, we will introduce ratio analysis and other analytical techniques. The goal is to empower non-accountants and non-finance risk professionals with the tools and insights to better understand, decode and use published financial information. Speakers Charles R. Woodman, CPA Senior Vice President Willis Laurie J. Champion, CPCU, MBA Vice President, Risk Management Coca-Cola Enterprises Inc. Finding a Home for My Captive (FIN202) Tuesday, 9:00 am - 10:30 am You can create a captive almost anywhere these days. The U.S. alone has 24 jurisdictions with a captive law. Why do some captive domiciles have over 100 captives while others have only one or two? Factors such as local political support, infrastructure, taxes and the legislature all play a role.You will hear a risk manager, regulator and captive manager discuss the key elements of a successful captive domicile. Attendees will learn what areas to focus on when selecting the best location for a captive subsidiary. This session is most relevant for the potential captive owner with a basic background in alternative risk products. Speakers Arthur Koritzinsky Managing Director Marsh Inc. Dana Sheppard Associate Commissioner DISB Edward S. Koral Senior Manager Deloitte Consulting LLP Jon C. Huxel, ARM Operations Manager Risk Finance Port Authority of New York & New Jersey How to Talk Balance Sheet with the CFO: Risk Transfer Accounting Techniques (FIN104) Tuesday, 10:45 am - 12:15 pm Gary R. Rimler, MBA President, Risk Management FirsTier General Agency, Inc. Soraya Wright Director, Corporate Risk Management The Clorox Company Tony Schmidt, ARM President Pacific Risk Solutions LLC Jambalaya to Pralines: Captive Formation Steps (FIN103) Thursday, 9:00 am - 10:30 am From soup to nuts, this session will explore the steps that most companies take toward captive formation. Beginning with the feasibility process and continuing to the formation of a licensed insurance company, presenters will discuss the step-by-step process along with anecdotal advice from those who have traveled this road before. This session is relevant to executives considering captive formation in the future. This session is hosted by the RIMS Hawaii Chapter. Speakers Craig Watanabe, CPA Captive Insurance Administrator State of Hawaii Jason L. Palmer, CPA Managing Director Willis Loss Funding: How IBNR Can Make or Break Your Program (FIN102) Monday, 1:45 pm - 3:15 pm An expert panel educates both experienced and beginning risk managers on current thinking in IBNR funding and management. You will learn how claims management, actuarial and finance professionals think about IBNR, and why misalignment can sink a program quickly. Funding surpluses need to be managed and protected, and funding deficits must someday receive proper allocation. In today’s mass tort and ever-increasing litigation environment, even simple missteps can lead to fatal errors that my cost up to millions of dollars. Speakers Andrew M. Koren, FCAS Vice President, Reserving Affirmative Insurance Company Barbara K. Karkula, CWCP Workers’ Compensation Program Manager Headquarters Marine Corps finance The session will explore risk transfer techniques and their effect on a company’s GAAP and statutory balance sheet and income statement. The session will explore fundamental risk transfer techniques such as purchasing commercial insurance, loss portfolio transfers and captive insurance, while demonstrating how each of these techniques may enhance a company’s financial statements. The learning objective of this session is to provide you with a basic fundamental approach to balance sheet accounting and set of skills necessary to speak the language with your CFO and upper management. You will take away the confidence to assist top management when discussing financial statements and financial budgets. Speakers Mark C. Brockmeier, CPCU, ARe Business Solutions Professor IBM Business Consulting Services This session is hosted by the RIMS Hawaii Chapter. 39 Risk Financing 1-2-3 (FIN100) Tuesday, 3:30 pm - 5:00 pm business cases that will make senior financial managers stand up and take notice! Are you confused by terms like IBNR, loss development, net present value and discovery and payout patterns? Do you have trouble talking to your CFO about the financial aspects of your insurance program? If so, take a walk with us through the basic steps of risk financing. Our focus will be on tools such as loss triangulation, loss analyses and net present value cash flow comparisons. Using case-studies, we will give you the skills to effectively communicate about risk financing, and an understanding of how to use these techniques to improve your insurance program. Don’t forget to bring your calculator! Speakers This is a bilingual presentation (English and Spanish). Speakers Barbara Benson Grinnell Vice President, Risk Solutions Willis of Illinois, Inc. Joyce E. Armstrong, CPCU Director, Risk Management The Scotts Company and Subsidiaries Michelle S. Logan Director, Risk Management Federal-Mogul Corporation Speak Finance Like a Native (FIN201) Wednesday, 2:00 pm - 3:30 pm Panelists will present an enlightening and entertaining overview of finance and accounting as they apply to the risk management discipline. We will cover financial reporting and analysis, capital budgeting, commodity hedging techniques and innovative risk management tools. In short, we will provide a crash course in helping you prepare to address the executive suite.You will learn how to research your firm to identify needs and prepare Dan S. McGarvey, CPCU, ARM, CEBS Managing Director Marsh Lucy D. Dent Lead Risk Analyst Entergy Services, Inc. WC Frequency Down, WC Severity/Cost Up ... Pursuing New Cost-Management Strategies (FIN206) Wednesday, 10:45 am - 12:15 pm Industry study after study confirms an alarming phenomenon: while the frequency of workers’ compensation claims has dropped over each of the past four years, the average severity and cost level for these claims continues to rise at double-digit rates. This program offers risk management professionals—particularly corporate risk managers—a new way to look at workers’ compensation cost allocation systems and practical ways to effectively motivate your field operations managers to become partners in post-loss cost minimization techniques. Using case-studies, panelists will identify, explain, and discuss critical success factors, including the use of enhanced claim levels, prompt medical intervention, and managed care data and interpretation. CFOs, treasurers and other financial officers will take away valuable and actionable guidance from this highly practical session. Speakers Brent Pickens Director, Risk Management Manpower, Inc. Andrew Daniels Senior Vice President Concentra finance Reed M. Rainey Director of Risk Management Target Corporation 40 industry We will focus on current issues facing the agricultural risk manager. The session will address disaster recovery and will take the form of a roundtable discussion. William L. Myers, CPA, CFA Senior Partner Dempsey, Myers & Company LLP industry Agribusiness (IND900) Wednesday, 9:00 am - 11:30 am Construction (RIMS Corporate Members and Students Only) (IND902) This session is closed to press. Tuesday, 9:00 am - 11:30 am Speaker This session is a roundtable discussion intended to cover a wide variety of hot-topic issues specific to construction risk management. Discussions include topics such as risk management practices for exterior insulation and finish systems EIFS; current risk-transfer techniques, claim exposures from asbestos, silica, mold, and welding fumes; coverage for residential contractors and subcontractors; OCIP and CCIP programs; and similar topics of interest to attendees. You are encouraged to bring questions and items for group discussion. Faith D. Cring, JD, CPCU Director, Safety and Insurance GROWMARK, Inc. Captive (IND920) Wednesday, 2:00 pm - 4:30 pm This will be an interactive session with a panel of captive managers to review case-studies and explore the answers to questions posed by attendees. Speakers will use the publication “Captives: An Overview, produced by The Captive Insurance Company Association (CICA)”, to discuss the basic issues of a captive. For example: What are the different types of captives? What are the differences between domiciles? Do I need a feasibility study to set up a captive? How do I convince my management that a captive should be considered? Participants will receive a current copy of “Captives”. We will then provide specific information on captive domiciles, featuring the domiciles’ regulators. If you are new to captives or simply want to know about the new domiciles that have been opening up in recent years,this discussion is for you.It is designed to review various captive domiciles and provide specific information on the differences. Our panel of domicile regulators will explain the differences between domiciles, answer questions, and discuss the important information you need to know before making a decision. Speaker Karin J. Landry Managing Partner Spring Consulting Group, LLC Casino (IND911) Tuesday, 9:00 am - 11:30 am The stakes are high—don’t gamble with your insurance. Hear from leading risk managers and brokers in the casino industry on the risks they face, the insurance coverage they buy, and the problems that they face when claims arise. Among topics to be addressed are measuring losses in the face of increasing competition, the risks that arise during the construction process, and trends in insurance placement and claims-handling for casinos across the country. Speakers David B. Goodwin Shareholder Heller Ehrman LLP Gregg Breed, ARM Director, Risk Management San Manuel Indian Bingo & Casino Speaker David B. Dolnick Risk Manager The Brady Companies Employment Services (IND912) Monday, 1:45 pm - 4:15 pm This is an industry session about staffing risk managers. Topics include a roundtable discussion on emerging issues for risk managers such as workers’ compensation management techniques, contracts and subcontracting, and restricted or prohibited assignments. There will also be a presentation made by the American Staffing Association on industry trends, available support services, and new insurance options; benchmarking; and other topics as suggested by a survey of members. This session is hosted by the RIMS Orange County Chapter. Speakers Wayne L. Salen, ARM, CHCM, CPSM Corporate Risk Manager Labor Finders International, Inc. Edward A. Lenz, Esq. Senior Vice President, Public Affairs and General Counsel American Staffing Association Bradley Smith Vice President AIG William D. Nagel Executive Vice President RCS Energy Resources, Oil and Gas (IND915) Monday, 1:45 pm - 4:15 pm In order to solve the Rubik’s Cube of global energy risks with the energy insurance market going through unprecedented challenges—especially as a result of the recent devastating hurricanes—the market has reacted in numerous and creative ways. We will explore new market applications along with updated trends and forecasts for the industry. Our panel presentations 41 industry will focus on claims response issues and practices developed as a result of large claims in the Gulf of Mexico, global unification of underwriting practices both in the United States and London energy markets, and steps taken by energy companies in preparation for future business continuity and crisis response. This session is designed to assist energy risk managers and industry professionals in solving these complex issues. Speakers Dudley Chapman Chairman Bateman Chapman Len Messenger Vice President Zurich Global Energy Mel Causer, CPCU Vice President, AIG Oil Rig AIG Global Energy Patti E. Carroll, ARM Vice President Insurance and Risk Management TOTAL American Services, Inc. Entertainment (IND921) Wednesday, 9:00 am - 11:30 am The entertainment industry group will present and discuss current issues facing risk management in their industry. Topics for discussion include the latest technology, claims, business interruption, ERM and market updates. Speakers Chipo Sachirarwe, CPA Senior Finance Director Universal Music Group (VU) Valerie M. Grubb Vice President, Operations Oxygen Media Family-Owned Businesses Interest Section (IND905) Monday, 1:45 pm - 4:15 pm This session is limited to risk managers of private family-owned companies. There will be open discussion of issues particular to closely held companies such as unique D&O considerations, liabilities that can arise from professional services offered to extended family,involvement in family foundations, etc. Presentations will include the use of captives in wealth transfer, ownership/corporate structures and tax implications, structuring named insured clauses for family businesses and other risk management topics as they relate to family businesses. Food Processing and Consumer Beverages (RIMS Corporate Members and students Only) (IND904) Wednesday, 9:00 am - 11:30 am This session includes a roundtable on current issues related to food processing and consumer beverages. Topics include insurance programs, broker services and fees, benchmarking safety programs, workers’ compensation, loss prevention and food safety. This is an opportunity to network with new industry contacts,and 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. Speakers Gus V. Reyes Vice President Bacardi-Martini, Inc. Jeff B. Horner, ARM Risk Manager Hormel Foods Corporation Roseanne G. Parans, CRM Director, Risk Management and Insurance Cott Corporation Healthcare: Medical Malpractice-The State of the Market (IND917) Monday, 1:45 pm - 4:15 pm This session will provide an overview of the state of the medical malpractice market. We will review past results and the current environment, and provide projections for the future. Specific commentary will be provided for hospitals, physicians, nursing homes and managed care. We will review both the state of the insurance and the reinsurance markets. We will also review issues affecting the market, including tort reform, revised broker practices, changes in finite practices and significant risk management improvements. Speakers Dow Walker, CPCU, ARM Chairman Willis HealthCare Practice John Mize Principal Tillinghast-Towers Perrin Mitch H. Melfi Senior Vice President and Chief Risk Officer Catholic Health Initiatives Speakers Ross Bertossi Executive Vice President ACE USA Louis Cappello Director, Risk Management J. M. Huber Corporation Maritime (IND918) Monday, 1:45 pm - 4:15 pm Yvette K. Bettati, ARM Vice President, Risk Management Roll International Corporation 42 Do you wonder what’s on the minds of maritime insurers? Do you wonder how your responses affect your insurance placement? Do you cringe every time you get a marine claim and worry about the ramifications? Are you a candidate for a Cargo Stock Throughput This session is hosted by the RIMS Hawaii Chapter. Speakers Bruce E. McEwan, ARM, CPCU Vice President, Administration Young Brothers, Ltd. Claudio Crivici President Castlerock Risk Services LLC James P. Deleeuw Senior Vice President Marine Practice-Willis Peter Knowles, CPCU, AMIM Vice President RLI Marine James A. Foster Attorney Cassiday Schade LLP industry Program? Do you have a story to share that we can learn and benefit from? Our expert panel includes an international cargo broker, marine liability underwriter, claims/surveyor, risk manager/professor, and other maritime risk managers with the same challenges. Learn how to tackle your concerns by delving into the minds of maritime professionals. Please join us at this maritime industry roundtable! Professor and Instructors of Risk Management and Insurance (IND908) Tuesday, 9:00 am - 11:30 am This workshop will discuss risk management and insurance educational curricula at the undergraduate and graduate level and within the industry. Continuing education programs on both a national and international level will also be discussed. Speakers Al Gorski Risk Manager Orange County Transportation Authority Jean Paul A. Louisot, ARM Professor, Risk Management University Paris I-La Sorbonne Stephen M. Avila, Ph.D, CPCU Co-Director, Center Actuarial Science and RMI Ball State University Mining and Metal (IND919) Tuesday, 9:00 am - 11:30 am Marketing the Public Entity to Carriers: The Portland Public School Story (IND901) Monday, 1:45 pm - 4:15 pm This session explores best practices for risk management in the metal and mining industries. It will include a presentation on mine safety, a roundtable on current industry practices, and a round-table on current events affecting the mining and metals industry, with respect to risk management and the purchase of insurance, management of captives and the reinsurance market place. “Marketing the Public Entity to Carriers: Telling Your Story for Results Portland Public Schools” won a PRIMA national award in 2005 for its innovative marketing program. Our efforts have resulted in nearly $1 million in annual benefit to the district. We would like to share challenges, successes and lessons learned with the RIMS public entity group. This is an open discussion followed by a closed discussion at 10:15 am for risk managers only. Speaker Speaker Marc Anderson Risk Manager Portland Public Schools Jonathan A. Russell, FCIP, CRM Assistant Director, Risk Management Newmont Mining Corporation Real Estate (IND909) Wednesday, 2:00 pm - 4:30 pm Motor Transport (IND910) Wednesday, 9:00 am - 11:30 am The first part of this session will address strategies to reduce indemnity payments in catastrophic damage cases involving brain injuries and other neurological and orthopedic claims as they relate to transportation risks including trucks, buses and fleet autos. The second part will address defense of punitive damage claims and defense of lawsuits brought in the worst venues in the country for defendants. The last part of this session will address the use of various mechanical devices that are currently being utilized in the transportation industry to regulate safety and minimize losses. Speakers Bruce Moeller President and Chief Executive Officer DriveCam Inc. Join your industry peers for an informative yet informal discussion canvassing a variety of timely risk management issues pertinent to the real estate industry. Gain the latest insights on key topics such as TRIA, insurance market conditions, lessons from losses, D&O issues, Sarbanes-Oxley/404 compliance, P&C market update group, captive developments, challenges in executive and emerging risks, ART solutions, enterprise risk activities, and a Q&A roundtable. Our panel of speakers is composed of representatives responsible for insurance programs covering the nation’s largest developers who are eager to share their expertise with you. Speaker Michael D. Horvath, CHCM, CSE Vice President, Risk Management Simon Property Group 43 industry Restaurant (IND906) Tuesday, 9:00 am - 11:30 am Software/Technology (IND907) Wednesday, 2:00 pm - 4:30 pm This session will cover issues of critical importance to risk managers in the restaurant and food service industries. Includes restaurant industry claims, benchmarking updates and other restaurant-specific topics. This workshop is targeted to those managing risks for companies that develop, manufacture, license, sell and support software products and engage in other online business activities. Industries include software development data processing, Web hosting, hardware manufacturing and online providers of goods, services, and information. We offer the opportunity for professionals in these related industries to discuss issues that pertain to managing their unique risks. Part one of this workshop will be a members-only discussion of relevant risk issues pertaining to the technology and related industries. We will explore current topics such as what’s new or looming as potential risk and how can it be measured or controlled; tech risks, including privacy, information security, and use of creative financing vehicles; and intellectual property infringement. What insurance do we need? What insurance is currently available, and what is coming? The second half will be an open session for speakers in the industry to discuss current legislative issues, coverage developments, marketplace concerns, and other current topics. This session is closed to press. Speakers Ivan W. Wagner Director, Insurance and Risk TravelCenters of America James G. Sybert Managing Director Willis Michael J. Jank Vice President, Risk Management and Assets Protection Denny’s, Inc. Retail (IND913) Tuesday, 9:00 am - 11:30 am This session will cover a benchmarking summary of retail operations, risk management issues related to the Far East supply chain, retail success stories for reducing retained losses, and developing enterprise risk management strategies. Speaker Gary A. Nesbit, CSP, ARM, CPCU, AIC, ALC Director, Risk Management Belk Stores Services Risk Management in the Logistics Industry (IND916) Tuesday, 9:00 am - 11:30 am The logistics industry has undergone a dramatic transformation in the marketplace in the past decade, resulting in rapid growth and consolidation in supply chain and third-party logistics providers. How should risk managers address the unique needs of this important market segment? We will cover the complex risk management needs and exposures including transportation liability, domestic and foreign cargo transportation consideration. Other topics for discussion include the need for comprehensive risk management assessment and coordinated delivery of insurance products and services. Speakers Robert Demotta Managing Director Aon Risk Services of New York Stephen Connor Vice President ACE USA Shawn M. Helm, RM Director Of Risk Management EGL Eagle Global Logistics LP Brokers, carriers, and legal counsel are welcome to the second half of this program. Speakers George J. Haitsch, ARM Vice President, Corporate Risk SAP AG Michael Lamprecht National Practice Leader Arthur J. Gallagher & Co. Tech and Telecom (IND903) Monday, 1:45 pm - 4:15 pm Ralph Transue, Chairman of the NFPA Telecommunications Committee, will discuss fire protection and life safety for telecommunications facilities, and insights into disaster recovery planning and catastrophic property claims. Part two of this program will be an open forum facilitated by Josh Harwood, for risk managers to discuss a variety of topics, including: EMF, latest legal developments, business interruption, and feedback/discussion on the fire protection and disaster recovery planning. The second part of this vendors, press and students. is closed to Speaker Ralph E. Transue, P.E. Senior Vice President The RJA Group, Inc. Utility (IND914) Wednesday, 2:00 pm - 4:30 pm This session will include property and casualty insurance market updates, terrorism insurance updates and utility risk management benchmarking. Speaker 44 session James D. Blinn Principal Advisen Ltd. insurance 2007 Insurance Market Update: State of the Industry (INS300) Wednesday, 10:45 am - 12:15 pm This session will examine significant industry issues from several perspectives. The CEO of ISO will introduce recent data and interpret the data in terms of emerging market trends. A broker and risk manager will respond with their own assessments of the current state of the market and expectations for the future. All three speakers will address the challenges and opportunities that risk managers face in the current marketplace. Speakers David E. Keys Senior Vice President Thomas Rutherfoord, Inc. Frank J. Coyne Chairman, President and Chief Executive Officer ISO A How-to Guide to Help You Minimize or Avoid Fiduciary Liability (INS205) Tuesday, 9:00 am - 10:30 am The personal liability that directors and officers face, with respect to company-sponsored employee benefit plans, has not abated. If anything, new scandals and new investigations have given new fodder to the ERISA class action strike suitors. While no one can completely eliminate the risk of a class action lawsuit, companies and their risk managers can take steps to arm themselves. ERISA and/or employee benefit plan experts from the legal and underwriting fields will walk risk managers step-by-step through the procedures that can or should be taken to help mitigate risk associated with employee benefit plans. Speakers Dante A. Petrizzo Assistant Vice President, Risk Management AXA Financial, Inc. Jeffrey D. Mamorsky Senior Partner Greenberg Traurig LLP Rhonda Prussack Senior Vice President AIG A Practical Toolkit for Proactive Safeguarding of Privacy Exposures (INS200) Tuesday, 9:00 am - 10:30 am Recent U.S. state privacy and identity theft legislation has created the environment that led to the avalanche of breach-of-privacy disclosures in 2005 and 2006. Whether caused by poor network security, careless business practices, outsourcing issues, or even the disposal of old computer equipment, companies are forced to go public upon discovering that customer Speakers Brad Gow Vice President ACE USA insurance Jeffrey S. Sharer Vice President and Risk Manager Goldman, Sachs & Company information may have been compromised. The resulting backlash has come in the form of class action litigation, FTC fines, and the loss of consumer confidence, thus potentially jeopardizing the survival of their business. With material threats to corporate balance sheets, risk managers need to have a sound understanding of the potential implications of privacy breaches as well as the means to manage and transfer these new risk exposures. During this session, a panel of experts will focus on the organizational issues, regulatory environment, and technical and insurance solutions available to help companies proactively manage and secure data, an essential part of corporate risk management today. Mark C. Greisiger President NetDiligence Thomas Duym, CSP Vice President, Risk Management Automatic Data Processing, Inc. Benchmarking Cost of Risk (INS102) Tuesday, 10:45 am - 12:15 pm In this real-life scenario, a risk manager and broker will interpret current benchmark data and share their interpretation as if preparing for a meeting with one another. What issues dominate from each perspective? The moderator will add comments while facilitating a discussion with the audience. Our panelists will describe how they have used the RIMS Benchmark Survey data to evaluate their risk financing program, present findings to management, and plan for their renewal. This symposium will educate and illustrate the increased vantage points from real-time benchmark survey results. Panelists will respond to attendee comments and concerns. Speakers Christina Kite Senior Director of Risk Management Cisco Systems, Inc. James D. Blinn Principal Advisen Ltd. Marc R. Kunney Managing Principal Integro Insurance Brokers Certificates of Insurance: From the Risk Management Perspective (INS103) Wednesday, 9:00 am - 10:30 am Certificates of insurance are an important part of the everyday life of risk and insurance management professionals. Whether issued or received by your company, they are a vital part of risk assessment, control and financing. We will address basic issues surrounding certificates of insurance relative to their definition, 45 including what they are and are not; implications when drafting or reviewing contractors’/vendors’ insurance requirements; special policy language and endorsements; and their distribution of management. Speakers David B. Dolnick Risk Manager The Brady Companies Hal D. Larson, CPCU Risk Manager Muscatine Foods Corporation insurance Judy A. Rogers Treasury/Risk Management Analyst Flowserve Corporation D&O: A View From the Top (INS305) Monday, 1:45 pm - 3:15 pm Executives from three of the top five D&O markets will provide insight on current market conditions, industry concerns and future trends. The panel will discuss coverage issues, pricing trends, and what most concerns them when managing their book of business. They will also discuss how risk managers can best market their account and how to address prior losses or underwriting concerns. Each panel member will identify what they feel is a new trend or exposure that risk managers should consider when evaluating their D&O exposure. Speakers John Doyle President and Chief Executive Officer American Home/National Union Keith Thomas Senior Vice President Zurich Tony Galban Vice President Chubb Group of Insurance Companies D&O Coverage Workshop: Best in Class (INS101) Tuesday, 9:00 am - 11:30 am Who decides what are “Best in Class” terms and conditions of coverage in D&O insurance? This workshop will focus on different coverage components and structure options available in the marketplace, with a focus on different versions of specific terms of coverage. Who decides what the best language is for a particular insured? We will look at checklists, coverage blueprints, wish lists, and other supposed answers to the question of what is best-in-class coverage. Speakers D&O Market Conditions and Coverage Updates (INS302) Wednesday, 10:45 am - 12:15 pm D&O insurance continues to be one of the most challenging coverage areas for risk management professionals. This session will discuss key coverage areas and policy options to be considered when placing and renewing D&O insurance, and issues that should be confronted if a claim should arise. The panel will discuss current market trends and availability, the decisions involved in overall amount and structure of D&O programs, Side-A-only policies, Side A and B policies, the advantages and disadvantages of entity coverage, bankruptcy issues, severability and related issues. On the claims side, we will explore considerations when reporting claims,securing insurer approvals for defense arrangements, competing interests of cooperating with insurers while maintaining confidentiality and privileges, issues regarding settlements, appropriate cautions regarding insurer subrogation rights, strategies to secure consent and contributions from insurers, and ways to resolve disputes between the insured and the insurers. Speakers Carolyn H. Rosenberg Partner Sachnoff & Weaver, Ltd. Dan Bailey Attorney Bailey Cavalieri LLC Dave J. Heller, CSP, ARM Vice President, Risk Management Qwest Communications International Inc. Tony Galban Vice President Chubb Group of Insurance Companies High Fidelity: Corporate Theft and Recovery (INS204) Thursday, 10:45 am - 12:15 pm This session presents an informative discussion regarding the marked increase in the rate of employee fraud, theft, embezzlement and other business infractions. It provides an overview on the types of fraud that are committed, a primer on the policy triggers under standard fidelity and crime coverage, major hurdles to recovery, and methodologies for capturing and supporting damages for insurance claim purposes. Speakers David F. Klein Attorney At Law Heller Ehrman LLP Karl J. Zimmel Director, Risk Management Alberto-Culver Company Judy K. Spry, CPA Director Navigant Consulting, Inc. Susanne Murray, Esq. Executive Vice President HRH of New York, LLC Nathaniel E. Lord, CPCU Vice President, Risk Management AmerisourceBergen Corporation 46 Key Insurance Moments: Past, Present and Future Implications (INS301) Wednesday, 2:00 pm - 3:30 pm This session will profile specific events and discuss how they are paving the way for current and future insurance trends. Panelists from all aspects of the insurance industry will discuss current topics such as stock options backdating, natural and man-made disasters, and environmental contamination with a focus on how these situations are changing or have changed the insurance industry. Panelists will also discuss ways in which to prepare your organization for these changes. Speakers Mark Plumer Shareholder Heller Ehrman LLP Paul D. Winston Editor Business Insurance Perfecting a Broker Services Agreement (INS202) Monday, 1:45 pm - 3:15 pm Are you avoiding the review or formulation of your broker services agreement? Do you know why so many broker services agreements remain unsigned, outdated, or just plain fail to address the mutual understanding of the risk and your needs? This interactive session will make dealing with your broker services agreement a less daunting task. The RIMS Quality Improvement Process (QIP) tool will be examined to show how it can serve as a guideline for use in the development of, or the amendment to, your agreement. Led by a risk manager and broker, the interdependencies between the roles will be explored and valuable information will be gathered and shared, which will assist both parties in crafting a mutually beneficial document resulting in the successful delivery of desired products and services. Speakers Yvon Menard, CIP Senior Vice President Risk Management Practice Leader Aon Reed Stenhouse, Inc. Plugging the Gaps: Dealing with Inconsistent Terms in Your Layered Insurance (INS207) Monday, 3:30 pm - 5:00 pm All risk managers are concerned with issues involving insurance coverage. One aspect of insurance that many risk managers often find themselves involved with is layered coverage. The large risk underwritten with layered coverage is occurring more frequently than ever before. The unfortunate reality is that many times the various contracts supporting each layer do not come together, which leads to a number of inherent problems following a catastrophe. Conflicting claim terms within each layer—together with differing interpretations of policy language and damage Speakers Gus M. Napoli, ARM Vice President, Risk Management Host Marriott Corporation Gary Thompson Attorney At Law Reed Smith LLP insurance Nancy L. Chambers, CRM Director, Risk Management and Insurance Sears Canada Inc. assessment—only further complicate matters. This program is intended to identify the primary areas of potential conflict facing intermediate risk managers with respect to layered coverage, while providing the knowledge to recognize those potential pitfalls and conflicts, and, more importantly, how to avoid them. A diverse panel of experienced professionals in the field of insurance claims will offer real-world examples while providing suggestions and tips to prevent disputes both before and after a loss. Harvey Goodman, SPAA Executive Vice President Adjusters International William F. Merlin, Jr., Esq. Attorney At Law Merlin Law Group, P.A. Policyholder Recovery in Insurance Insolvencies (INS203) Tuesday, 3:30 pm - 5:00 pm Designed for risk managers facing the challenges of recovering from insolvent insurance companies, this seminar provides an overview of the insurance company insolvency process. The seminar will focus on traditional and creative practical solutions for policyholders, including making a claim, maximizing recovery from the estate, pursuing all applicable guaranty associations, accessing solvent reinsurance companies, and considering the possibility of broker malpractice. The seminar will also provide the big picture of the insolvency process, including the guaranty association system and efforts to ensure insurance company solvency. Presented by a policyholder attorney, a professor of risk management and insurance, and a risk manager, the panel will focus on real-life examples. No prior involvement with the insurance insolvency process is necessary to attend. Speakers Timothy P. Law, Esq. Shareholder Anderson Kill & Olick, P.C. David S. Hershey, CPCU, ARM, CPSR Risk Manager Sprague Energy 47 insurance Property Insurance Basics (INS201) Wednesday, 9:00 am - 10:30 am Reinsurance: Where Do My Premiums Go? (INS304) Tuesday, 10:45 am - 12:15 pm Now more than ever, current market conditions require an understanding of basic property coverage exclusions, exposures, and opportunities to reduce or transfer risk. A risk manager and underwriter will help you decipher your property insurance policy to identify which critical coverage will protect your firm’s assets. Learn about automatic coverage from: •civil authority •contaminant clean-up •contingent time element •data and software •extended period of indemnity •ingress/egress service interruption •accounts receivable •commissions profits/royalties •leasehold interest •professional fees and more. Never has the reinsurance market received the attention of the insurance buyer more than in 2006, following the restrictions in capacity brought about by the hurricanes of 2005. This session will appeal to all levels of the risk management community as our panelists describe and discuss the workings of the ultimate risk-takers. Attendees will learn how reinsurance is purchased, how it is structured, and how it is priced. This panel will consist of a major reinsurer, a reinsurance broker, and a representative from a modeling agency. Speakers Speakers Art Kirchoffer Executive Director, Risk Management BellSouth Corporation Henry Keeling Chief Operating Officer XL Capital Ltd. Gerry Alonso Senior Vice President, Claims FM Global Surety: (Definition) n. Something Beyond Doubt, A Certainty (INS206) Monday, 3:30 pm - 5:00 pm Nathaniel E. Lord, CPCU Vice President, Risk Management AmerisourceBergen Corp. Although surety may be the least significant piece of your company’s overall insurance program, these small obligations can create big problems. How do surety bonds work, what is at stake, and who’s on the hook? Are there increased disclosure requirements due to Sarbanes-Oxley for surety contingent liability? What is the most effective way to manage your surety program, and what should risk management professionals consider when choosing a surety company? This session is designed to highlight key strategies for surety risk management, whether your company has multiple bond needs or an occasional one-shot deal. Learn about what determines whether or not a program requires collateral. Receive up-to-date information regarding trends of the surety industry and the state of the current marketplace. Increase your understanding of SOX disclosure requirements as it relates to surety contingent liability. Hear from an experienced attorney regarding surety law, the most common causes of a surety loss, and what’s at stake. Summarize ways to identify your company’s surety objectives. Scott B. Clark, AAI Risk and Benefits Officer Miami-Dade County Public Schools Protecting the U.S. Economy: Is It Time for a Nationwide Catastrophe Fund? (INS400) Tuesday, 10:45 am - 12:15 pm TRIA’s fate is in limbo, the National Flood Insurance Program is bankrupt, and state-sponsored insurers of last resort are on the ropes—as are their policyholders. At the same time that protection for catastrophes, both natural and man-made, seems to be shrinking with alarming speed, members of the reinsurance community are asserting that capacity is sufficient—at the right price. Participating in this session will be an insurer who favors a natural catastrophe fund, a reinsurer opposing it and an economist re-interpreting both views. The session is moderated by a risk manager for whom all these perils present unique challenges. Speakers Edward Collins National Director Allstate Insurance Mary Siedel, Esq. Corporate Counsel Reinsurance Association of America Suzanne Douglass Managing Director, Property Willis Advanced Risk Management Service 48 Speakers Aaron Ort Vice President Surety Chubb Barbara A. Devine, ARM Vice President Risk Management Standard Parking Corporation John Sebastian Partner Hinshaw & Culbertson Web 2.0: Emerging Internet Risks (INS208) Wednesday, 2:00 pm - 3:30 pm As OCIPS and CCIPS become increasingly more common in the real estate industry, the exact scope of coverage afforded under these policies has yet to be tested in courts. Contractors and developers increasingly wonder what they have purchased and at what cost to their bottom line. Will these policies protect against liabilities that occur one, five and even 10 years after the completion of a project? How does a risk manager determine whether a wrap-up is the best choice for the company? Attendees will gain an understanding of wrap-up coverage and its implications for developers, contractors and subcontractors; learn the potential benefits and pitfalls of these policies; hear from experts in the real estate and risk management industries. The explosion of blogging, networking, podcasting and Web video aggregation sites—part of what is now being referred to as Web 2.0—is dramatically changing the risk profile and liabilities of many companies. Many risk managers believe that Web 2.0 is elevating risks associated with privacy, copyright, intellectual property, employment, advertising and other claims. Do traditional insurance products address these risks? Do network risk, e-risk and other new insurance products sufficiently address these risks? A risk manager from a leading media/entertainment company, an attorney specializing in liability exposures from Web 2.0, and a technology specialist from a leading global brokerage will describe and discuss unique risks and liabilities presented by Web 2.0 technologies; tools for assessment, control and mitigation of these risks and liabilities; and whether and how various traditional and new insurance products address the risks and liabilities. Speakers Amy B. Briggs Shareholder Steefel Levitt & Weiss Jennifer K. Glover Managing Director MacFarlane Partners Speaker Martin H. Myers, Esq. Attorney Heller Ehrman Understanding Key E&O, D&O and Fiduciary Liability Insurance Issues (INS209) Wednesday, 9:00 am - 10:30 am Designed to give the risk management professional an overview of significant cutting-edge issues they face in the dynamic market and claims environment for E&O, D&O and fiduciary liability insurance. We will cover the liability exposures and underwriting, the nature of these insurance policies, important exclusions and popular arguments being used when claims are made. Misrepresentation and rescission arguments will be addressed,as well as the hammer clause and cooperation clause. This session is intended for all levels of risk management professionals with some background with professional or corporate liability exposures, and is designed to permit risk managers to identify and better respond to the challenges discussed. This session is hosted by the RIMS New York Chapter. Speakers Christine A. Merkle, ARM Assistant Vice President Insurance Moody’s Corporation Dante A. Petrizzo Assistant Vice President Risk Management AXA Financial, Inc. William G. Passannante Partner Anderson Kill & Olick, PC 49 insurance The Past, Present and Future of Wrap-Ups (INS100) Wednesday, 9:00 am - 10:30 am international Admitted or Non-Admitted? The Question in Latin America (INT200) Tuesday, 10:45 am - 12:15 pm Ascending the Himalayas: International and Multinational Challenges and Conundrums (INT201) Tuesday, 9:00 am - 10:30 am Legislation throughout Latin America clearly stipulates admitted or non-admitted status for international insurers /reinsurers. Is the interpretation the same in all Latin America? What about fronting arrangements? Are they legal in Latin America? This session intends to address admitted and non-admitted issues on a country-bycountry basis in order to provide a working reference guide. Featuring HP’s global risk manager, this session will compare and contrast varied and broad challenges facing global firms, the spectrum of risks and the pros/cons of different approaches to managing those risks. The Hewlett-Packard Company model will be offered as one approach to managing international and multinational challenges. Topics to be addressed include management models: centralized or decentralized, insourced or outsourced; navigating the competing priorities of subsidiaries vs. corporate; portfolio of insurance: property, liability, D&O, E&O, terrorism, and local compulsory coverages; communication: among the parties, brokerage, firm, internal firm employees, insurance markets/underwriters, etc; tools and resources; how to track and manage the myriad bits/pieces of information; customer satisfaction: processes and procedures to assure service delivery meets expectations; and other special areas, including certifications, bonds, admitted/non-admitted, subsidiary utilization, outsourcing, and data collection. Speakers Carlos Manuel Burkle, CPA International Risk Manager Gruma Corporation Jorge D. Luzzi, ALRM Group Risk Management Director Pirelli Group Stavros Costarangos, Sr. Executive Vice President Balance Seguros/RISKCO Panama international Against What Threats Should You Buy Coverage? (INT300) Monday, 1:45 pm - 3:15 pm By their very nature, political and violent risks such as terrorism cannot be predicted with any certainty. This session will challenge that perception and ask whether terrorism is really a catastrophic risk or a series of smaller events. There will be an overview of the terrorism landscape which exists today as well as identifying where and when the next strikes may likely be. We will then examine what lessons are to be learned from major catastrophes and how reinsurers have altered their approach. The session will highlight how the Multilateral Investment Guarantee Agency takes on these risks and avoids bankruptcy due to their special advantages. Key strategies will be highlighted that can be employed to deal with major losses. Speakers Frank J. Lysy Chief Economist, Director MIGA, The World Bank Group Simon J. Sole Managing Director Exclusive Analysis Stephen Ross Director Deloitte Speakers Devra A. Dallman, ARM, MBA Business Risk Manager Hewlett-Packard Company Erin Scott, CPCU, ARM Managing Director Marsh & McLennan Companies Rick Guevara, PE Chief Operating Officer TRC Services LLC Challenge of Change: European Legislation and Risk Impact in European Accession Countries (INT101) Tuesday, 9:00 am - 10:30 am The workshop will describe the evolutions in the risk management function in large European corporations and the changes in European legislation regarding new risks. We will go into some of the risk issues, such as legislation on consumer protection, environmental liability, employee protection and D&O liability. This will include some results from the most recent FERMA member survey. In particular, we will address the issues of new European community members and how risk management is implemented in these countries. Speakers Florence Bindelle Executive Manager FERMA Jeffrey Manners Managing Director Marsh Europe SA Pierre Sonigo, ARM, FRM Consultant 50 China: The Wall is Coming Down (INT202) Wednesday, 9:00 am - 10:30 am China continues to dominate the international economic scene, and is the favorite location for many U.S. companies. This session is aimed at providing an understanding of the special characteristics of managing risk and transacting insurance in China. Topics include legal requirements and regulatory provisions in China, the Chinese insurance market and special characteristics of doing business in China. Participants will have an opportunity to learn about the issues and solutions of doing business in China. Speakers Hector A. Mastrapa, CPCU, ARM Vice President, Insurance Marriott International, Inc. Howard Tsang, FCII Chief Operating Officer Willis Pudong Shanghai China Energy: How Do We Fuel the Future? (INT400) Thursday, 9:00 am - 10:30 am Speaker Robert Sullivan Managing Director Marsh Inc International Program Building Blocks (INT100) Monday, 1:45 pm - 3:15 pm An introduction to international programs, looking at why a global program makes sense, structures to consider, alternative markets, implementation, overseas regulation and taxation, and service protocols. This session will focus on the practical aspects of getting a program in place and highlights the importance of communication and information. We will also identify some of the resources that are available to risk managers for successful implementation of a global program. A moderate knowledge of international insurance terminology would be useful, but is not essential. Interrupción De La Actividad Empresarial: Unique Issues in International Claims (INT203) Monday, 3:30 pm - 5:00 pm This session provides real-life examples of issues associated with international claims and insurance coverage. Participants will discuss unique claim issues, differences in coverage forms and effects on determining damages. Speakers Bradley D. Murlick Managing Director Navigant Consulting Randy Paar Partner Dickstein Shapiro Tom L. Harris, CPA Director, Risk Finance Tyson Foods, Inc. Outsourcing to Asia (INT204) Tuesday, 3:30 pm - 5:00 pm With a special focus on India and Asia, this session will consider the risk challenges as more Western companies are moving their manufacturing bases or service centers to the region. This decision is normally based on cost, but what changes in the risk profile will risk managers have to consider, and what are the key steps for risk mitigation? Our panel will provide you with three views: 1) The risk manager’s experience; 2) The legal pitfalls; and 3) The insurance markets. The session will include a group discussion on topical subjects associated with risk and insurance matters in Asia. The session will be of interest to all delegates whose companies are already operating, or may be considering establishing a presence in Asia. Speakers Hugh B. Robson Chief Executive Officer Zurich Global Corporate Asia Ray Mattholie Group Risk Manager Jardine Matheson Ltd. Speakers Edward A. Castles, ACII, MBA Senior Vice President Willis of Illinois 51 international What has nature got against oil and gas? This question and many others will be addressed in an overview of global energy supply as it is now and how it may change in the future. Other topics include: Where could future energy supplies come from and in what form? Who will be the likely dominant suppliers? Who will likely be the greatest consumers? What are cost projections for alternative supplies? How will supplies be protected? Transported? Stored? Insured? What issues for global risk management are likely to arise? And will nature continue to be an adversary to uninterrupted fuel supplies? This session will be of particular interest to energy and utility companies but of general interest to many. Jason C. Sundby Vice President Insurance and Risk Management Regis Corporation Risk Management Challenges in Latin America (INT303) Wednesday, 2:00 pm - 3:30 pm Risk management in Mexico and Latin America is a relatively new profession. Not many companies utilize risk management services. At most, risk management will have an important role in about 150 of the larger business enterprises in Mexico. Of the larger business enterprises with employed risk managers, only about 50 have international exposures. However, after 1988, with the vigorous introduction of NAFTA, the Mexican economy and other countries with similar commercial treatments experienced a change which resulted from the arrival of a large number of foreign investors. As companies grow larger, more sophisticated, and more international, the need for appropriate regulation, available insurance and alternative risk transfer products, and the need for risk management education have increased. The panel will discuss the needs of the risk management community and what can be done to expand the concept of risk management in Mexico and Latin America. This session is hosted by the RIMS Mexico Chapter. Speakers Alejandro Tijerina Branch Manager ACE International Jorge Escalera, Ing Risk Manager Axtel, S.A. De C.V. international Pablo Javier Hernandez Risk Manager FEMSA SERVICIOS, S.A. DE C.V. William Hold President The National Alliance 52 Surety Bonds South of the Border (INT401) Wednesday, 10:45 am - 12:15 pm For most companies with operations in Mexico, surety bonds are a necessity. However, the laws and regulations pertaining to suretyship are quite different in Mexico than they are in the U.S. Attendees will learn how these differences affect them. Topics covered will include a discussion of current Mexican surety markets, owner-directed surety programs, which are common in Mexico, but illegal in most U.S. states, fronting arrangements, bond forms, underwriting considerations, indemnity issues, and other timely topics. Speakers Carlos Plieggo Valderama Partner Intertec Chad C. Rosenberg President Rosenberg & Parker, Inc. Karen R. Vogler, ARM Senior Risk Analyst Sun Microsystems Inc. legal legislation Additional Insureds, Indemnitors and Insurers: Who Owes Whom What? (LEG200) Wednesday, 10:45 am - 12:15 pm Does Your Data Security Meet Uncle Sam’s Guidelines? (LEG203) Tuesday, 10:45 am - 12:15 pm While additional insured coverage is a frequently employed contractual risk transfer method, unfortunately additional insured coverage and indemnity/hold harmless obligations are often misunderstood and seldom employed to their full advantage. Judicial interpretation and enforcement of these provisions is often inconsistent and new ISO forms may affect additional insured rights dramatically. We will offer some practical guidelines on understanding and maximizing rights under contractual liability and additional insured coverage. Starting with California Senate Bill 1386, enacted in July 2003, a plethora of states have passed laws governing the security of electronic data containing personal information and the notices required when that security is compromised. With the overwhelming passage of two new federal bills by the House Committee on Energy and Commerce and the House Committee on Financial Services, the federal legislature now seems ready to make these requirements uniform and universal.We will highlight the personal data security and notice requirements enacted by various states and the potential impact of the proposed federal legislation. The panel will discuss what security measures are needed to comply with these laws and the nature of the notice that must be given if personal data is compromised. The panel will also provide an update on the status of the federal legislation. This session is hosted by the RIMS Inland Empire Chapter. Speakers Karen J. Golden, ARM,CPCU Vice President, Risk Management R.R. Donnelley & Sons Company Tyrone R. Childress Partner Howrey LLP Cross Border Litigation: What’s Happening in Canada Can Affect U.S. Jurisdiction (LEG201) Tuesday, 9:00 am - 10:30 am Traditional geographic borders no longer delineate the limits of litigation. Increasingly, companies find themselves hailed to other jurisdictions and embroiled in complex and costly litigation. International and national class actions, multi-jurisdictional securities litigation, jurisdiction skirmishes and the painful process of deciding how to strategically respond to this evolving area will be examined in this session. What you need to know about what’s happening in Canada—and its impact cross-border—in this emerging and complex area will be discussed with the aim of providing you with an overview of both the legal and practical issues. Insurance issues will also be discussed. This session is hosted by the RIMS Quebec Canadian Chapter. Speakers Carolena Gordon Partner Nicholl Paskell-Mede Martin Rosemann Casualty Claims Manager Swiss Re America Leslie A. Lamb Risk Manager Cisco Systems, Inc. Robert L. Byrne Vice President Engineering nCircle Network Security Shari C. Lewis, Esq. Partner Rivkin Radler LLP “E” Is for Discovery: Negotiating the Morass of Electronic Discovery (LEG100) Wednesday, 9:00 am - 10:30 am Risk managers are often on the front line of insurance coverage litigation. They serve as an important liaison between company personnel and outside counsel. Discovery, if managed poorly, can quickly turn into a nightmare. As businesses embrace the paperless workplace, records are increasingly maintained electronically. A new set of electronic discovery amendments to the Federal Rules of Civil Procedure are scheduled to become effective in December 2006, and some courts have already approved rules or procedures governing e-discovery. We will explore the issues raised by e-discovery and highlight tips for saving time and money in managing such discovery. Speakers Anne Schmidt Attorney Burroughs, Hepler Legal Legislation Diane F. Wolfson, CIP, CRM Director, Risk Management CAE, Inc. Speakers Bobbi Claypool Manager, Claims Tate & Lyle Americas, Inc. Lee Epstein Partner Fried & Epstein LLP 53 Emerging Methods: Controlling Legal Costs and Creating Competition Among Providers (LEG202) Wednesday, 2:00 pm - 3:30 pm The Strategic Importance of Public Affairs in Enterprise Risk Management (LEG400) Monday, 1:45 pm - 3:15 pm Controlling litigation expenses continues to be a challenge to businesses. Successfully managing or reducing this expense requires a comprehensive, integrated approach that goes beyond traditional law-firm oversight. This panel will present emerging methods to control legal costs while maintaining positive outcomes, including quantifying firm performance, employing a successful bill review and audit program, applying and enforcing litigation-handling guidelines, choosing the right legal provider for the right case, negotiating competitive rates, and building cross-functional teams to handle specialized litigation (SIU, subrogation, high-exposure medical claims). Recent reforms to several state-based workers’ compensation systems have provided immediate positive results that go beyond the accomplishments of traditional risk management practices. In most cases these reforms were achieved or supported by employer insurer coalitions that helped educate legislators, editorial boards, and opinion leaders about the underlying systemic problems and the necessary reforms. While systems have been improved, it is critical that risk managers recognize that workers’ compensation systems will frequently need corrective legislation and that public affairs coalitions of employers and insurers are key to effective reform. This session offers an opportunity to hear from risk managers at leading companies like Disney and UPS on how they leverage public affairs and what they are doing to support and maintain cost-effective reform. Speakers Daniel J. Knight Senior Manager, Workers’ Compensation Raytheon Company Legal Legislation Lori Doyle-Place Counsel Liberty Mutual Speakers Joe Edwards Consultant Liberty Mutual FIN47-Toxic Tab: New Accounting for Environmental Liabilities (LEG300) Thursday, 10:45 am - 12:15 pm Linda MacLean Vice President, Risk Management United Parcel Service Do you understand your firm’s obligations under FIN47? Financial Accounting Standards Board (FASB) Interpretation No. 47 imposes broad new financial reporting requirements for environmental legal obligations. Firms with legal obligations for future environmental cleanup of owned or leased assets may have to record the fair value of the liability and/or disclose the nature of the obligation today, even in the absence of any pending or threatened legal action. The result? More liabilities, higher estimates. You don’t need to be an accountant to understand this discussion of the latest developments in accounting for asset retirement obligations. Combined with Sarbanes-Oxley, FIN47 requires stronger, more robust documentation of processes, controls, and procedures to identify, assess, measure, and report environmental cleanup obligations. It forces firms to focus on all four quadrants of risk—hazard, operations, financial, and strategic—and increases directors’ and officers’ exposures. Risk managers who attend this workshop will have a clearer understanding of FIN47, your firm’s obligations, and how you can help manage these risks and protect your firm and the Board. Tim East, ARM Director, Risk Management The Walt Disney Company Speakers Donna H. Sandidge, MBA, ARM, CESM, CES Managing Director Marsh, Inc. Greg Rogers, JD, CPA Attorney Guida, Slavich & Flores, PC J. Scott Pusey Director, Risk Management Johns Manville 54 Three’s Company: Adventures in the Tripartite Relationship (LEG101) Monday, 3:30 pm - 5:00 pm An insurer’s duty to defend is at least as important as its duty to indemnify. Indeed 55 cents out of every claim dollar is paid for defense of claims. This session will explore the duty to defend and the respective obligations that arise out of the tripartite relationship, including conflicts of interest, the policyholder’s right to control the defense, including the selection of defense counsel through settlement, and the propriety of insurer-imposed billing guidelines. In all, risk managers will be provided a set of best practices for securing all the advantages available from an insurance company-provided defense. Speakers Bobbi Claypool Manager, Claims Tate & Lyle Americas, Inc. Lee Epstein Partner Fried & Epstein LLP loss control loss control Associate in Risk Management 55 Review Session (LCT300) Tuesday, 9:00 am - 11:30 am Lester J. Nixon, CPCU Chief Executive Officer Utah Counties Insurance Pool Final review session for the national ARM 55 exam. Advanced preparation in the Associate in Risk Management 554 course “Risk Control” is recommended to obtain the greatest benefit from this session. We will focus on helping students understand the more challenging areas of the course. The session will be conducted by a representative of the Insurance Institute of America, which administers the ARM program. Tony Gaughan, ARM Risk Control Consultant Alternative Service Concepts Speaker Employers who have integrated their health and productivity management programs have made significant strides in understanding the impact of health and productivity on the organization’s bottom line. The missing link has been workers’ compensation medical costs and how they fit into the overall strategy. Find out how one company has used data they have collected to significantly improve their workers’ compensation medical case management and PPO design, resulting in cost reduction and improvement of the overall health of their workforce. You will review programs that have been implemented and gain insight into the success level of various integrated health and productivity management strategies. David P. Thomas, CPCU Director of Sales American Institute for CPCU Cargo Security Risks and Issues (LCT201) Wednesday, 10:45 am - 12:15 pm The security of a company’s supply chain has become paramount in light of recent events. Imagine the devastating financial impact and negative brand image to your company if your supply chain was infiltrated or a weapon of mass destruction was inserted in your container that entered the USA. The U.S. government is stepping up regulatory security measures to protect your supply chain. In this session you will gain a greater understanding of the global threat to the transportation of your products, regulations being implemented to mitigate potential risks, and guidelines for smart actions you can take to help protect your organization and its products. Speaker David D. Lappe Assistant Cargo Manager FM Global Hot Topic (LCT205) Wednesday, 9:00 am - 10:30 am To be announced in January 2007. Visit www.RIMS.org/RIMS2007 for updates. Improved Safety: Management Accountability for Safety Performance (LCT102) Thursday, 9:00 am - 10:30 am One of the keys to a successful risk management program is management accountability for safety program performance. This is a process that integrates safety into an organization’s daily operations. It is accomplished by the realization that safety must be treated as much like a management function as are quality, production, and expense control. Like any other aspect of an organization’s operation, safety must be managed. This session will address how to elevate safety activities to a priority level and make the most of their support for the improvement of your overall program. Speakers Daniel H. Kugler, ARM, CEBS, CPCU, AIC Assistant Treasurer, Risk Management Snap-On Incorporated Integrating Workers’ Compensation Medical with Health and Productivity Management Strategies (LCT400) Tuesday, 9:00 am - 10:30 am This session is hosted by RIMS Orange County Chapter. Speakers David Mallet Managing Consultant Ingenix Judy Berger Director, Disability Management American Airlines Investing in Hurricane Preparedness: A Survival Story (LCT100) Thursday, 10:45 am - 12:15 pm Hurricane Katrina showed the extreme repercussions of unpreparedness. While hurricanes are not uncommon in many areas of the U.S., many businesses do not adequately prepare. This session will explore strategies that proved successful during and in the aftermath of Hurricane Katrina for area firms, such as telecommunication provider Global Crossing. While many companies suffered losses upward of $600 million as a result of Hurricane Katrina, GC saw no insurance losses from the areas impacted by the hurricane, including a location in New Orleans. Speakers will discuss integrating hurricane preparedness in facilities’ operational procedures. It will also discuss the role that an insurance carrier can play in providing risk engineering expertise and preparing clients for a potentially active hurricane season. Speakers Leonard Resto, CPCU Director, Risk Management Global Crossing Steve Fomchencko Chief Property Underwriter XL Insurance 55 loss control Leadership and Communication in the Prevention and Mitigation of Disasters (LCT203) Monday, 3:30 pm - 5:00 pm Take a Closer Look: Self-Inspection Programs (LCT101) Tuesday, 3:30 pm - 5:00 pm The past several years have shown that every organization can face potential emergencies, ranging from pandemic flu, wild fires and other natural disasters to product tampering, workplace violence and terrorist acts. Crisis management is vital to a company’s success since it is essential that organizations protect their employees, operations, customers, supply chain and reputation. Many companies have good crisis and preparedness plans in place, but do they include the necessary leadership and communication elements to be effective? This session will explore the critical elements that allow a risk manager to better understand the vulnerabilities your organization faces, and suggest a framework for preventing and mitigating potential disasters through effective leadership and risk communication. Self-inspections are essential to successful risk management programs. They can help determine the extent to which employees adhere to your organization’s safety program, including its operating procedures, rules, and regulations. While the importance of self-inspections is generally understood, businesses often take common generic self-inspection checklists and attempt to adapt them to their programs. The result is that many checklist items are not applicable to the program and a number hazards and exposures may go unnoticed. This session will address how to develop a unique and effective self-inspection program and associated checklists aimed at your specific program. Speakers Chris Smith National CCIP Director The Turner Corporation John Neil Practice Leader Liberty Mutual Loss Prevention Methods: Best Practices (LCT301) Wednesday, 2:00 pm - 3:30 pm When risk managers face multiple issues in controlling risks involving injuries, litigation and workers’ compensation, what is the best method? How can you apply the correct standard to your problem? Are there resources available? And how have others been successful at it? This session will also touch on successful settlement negotiations, return-to-work processes, how to make workers’ compensation work for you, and the role that loss control plays in these areas. Speakers David R. Kunz, Esq. Senior Partner Kunz & Associates Eileen Hayes Compliance Officer Gallagher Bassett Services Mark J. Habersack Corporate Risk Manager Boyd Gaming Corporation Robert Cartwright, Jr., CRM Loss Prevention Manager Bridgestone Americas Holding, Inc. Speakers David C. Rydeen, ARM Director, Safety and Security Papa John’s International Inc. Robert H. Bennett Chief Executive Officer Alternative Service Concepts, LLC Tim East, ARM Director, Risk Management The Walt Disney Company The Mobile Employee: New Health, Safety and Security Challenges (LCT204) Wednesday, 2:00 pm - 3:30 pm Thanks to advances in information technology, where employees work these days is not as much of an issue as the work they do. The central work location is being replaced by mobile or virtual work locations, such as the home, hotel, airport, shared and satellite offices, client office and vehicle. For many, this means potentially longer work hours and higher levels of mental fatigue and exposure to unique hazards. Much has been written about the mobile workforce, but few guidelines have been offered to risk professionals on managing these important exposures. This session will provide insight on how to manage such unique exposures with emphasis on telecommuters and vehicle operators as well as newly emerging security issues. Speakers David F. Melton, CRSP, CDS Director - Transportation Liberty Mutual Mollie Hines Vice President, Legal and Human Resources Oldcastle Glass Wayne Maynard, CSP, CPE Director Ergonomics and Tribology Liberty Mutual 56 When It Rains, It Pours: Preparing Against Flood Threats (LCT202) Tuesday, 10:45 am - 12:15 pm Sources of stress in the workplace vary greatly. The impact of stress on the productivity of the workforce is a universal problem, and pinpointing the sources of work-related stress is especially challenging for companies with global operations. The diversity of the workforce and the socio-economic factors that affect these workers make risk assessment a complicated undertaking. However, savvy employers know that work-related stress is a serious problem and can compromise the health and safety of the workforce as well as the company’s bottom line. Join experts who will share lessons learned from other countries that have systematically tackled and overcome these issues. Learn more about legal requirements in other countries and what tools and technologies are available to help companies address this growing problem in the U.S. and around the world. Floods are arguably the world’s most devastating and underestimated natural hazard, causing millions of dollars in property losses to businesses every year. Being well prepared and having the proper insurance coverage in place can make all the difference. In this session you will take away effective measures to explore before, during and after a flood, including preparing your insurance coverage; implementing property conservation and risk-control techniques to reduce frequency and severity of flood damage; pre-planning and developing emergency response measures; following weather charts; and anticipating business recovery issues.You will return to your organization with knowledge on the real flood potential for your area and a strategy to prepare for it. Session includes an overview of the National Flood Insurance Program. Speakers Speakers John S. Ingram Vice President Risk Control Services ESIS Frank F. Liserio, Jr. Engineering Specialist The University of Texas at Austin Troy Hackett, CSP Associate Vice President ARAMARK Corporation Harold Herrmann President Wm. B. Reily & Company Inc. Lawrence Oertling Chief Financial Officer Laitram Machinery 57 loss control Under Pressure: Workplace Stress is a Global Problem (LCT200) Monday, 1:45 pm - 3:15 pm offsite sessions offsite sessions Restoring Art in the Wake of Katrina (RIMS Members Only) Tuesday, May 1, 10:00 am - 11:30 am New Orleans Museum of Art, Stern Auditorium Harrah’s: Bucking the odds with Katrina! (RIMS Members Only) Wednesday, May 2, 9:00 am – 12:00 noon Harrah’s New Orleans On August 29, 2005, Hurricane Katrina hit the Gulf Coast region of Mississippi and Louisiana with overwhelming force. To assist with the rescue and triage of countless works of art, fine furniture and antiquities endangered by the catastrophic event, The Chicago Conservation Center (CCC) dispatched a 24-hour Disaster Response and Transportation Team to New Orleans. As a national resource for the conservation of art and antiques, the CCC had an existing relationship with an insurance company whose clients included the New Orleans Museum of Art, as well as many of the city’s prominent local collectors. Although the museum itself suffered little direct damage, the loss of electricity and the potential for looters prompted the insurer to secure the property with armed guards and install a generator immediately following the hurricane. By controlling climate, the CCC prevented the museum’s extensive collection from suffering damage from humidity; and by instating guards they secured the location as a temporary safe haven for art and antiques recovered from private collections and institutions in need of help. They also worked with special escorts to gain access to numerous properties, often using chainsaws and other power tools to clear paths through fallen trees and mounds of scattered debris. Endangered furniture and art were photographed in situ and then moved to a stable area outside the immediate damage zone to be inventoried and packed for transport. In the first two months following Katrina, the Disaster Response and Transportation teams safeguarded and successfully transported more than 2,500 works to Chicago from private collections, corporations, museums, universities and dealers. At this off-site session we will visit some of those works at the New Orleans Museum of Art. Harrah’s, the world’s largest provider of branded casino entertainment, faces a myriad of risk management challenges. Its New Orleans casino features 115,000 square-feet of gaming space as well as 450 hotel rooms on 26 floors. This tour will provide insight into the “back of the house” for Harrah’s exciting and complex operation. As background, the casino closed shortly before Hurricane Katrina made landfall in 2005, and opened its doors again in February 2006. Find out how the facility was used during the days just following the hurricane, and how it was able to bounce back after the storm. Speakers include Heather Becker, Chief Executive Officer of the Chicago Conservation Center; E. John Bullard, Director of the New Orleans Museum of Art; with introductions by John P. Harney, Senior Managing Director of Mesirow Insurance Services, Inc. This session is open to RIMS members only and will be limited to 50 participants. 58 This session is open to RIMS members only and will be limited to 50 participants. risk management Appearance Matters: Managing Reputational Risk (RMG207) Wednesday, 9:00 am - 10:30 am A company’s reputation in the marketplace means everything. Corporate image takes years to build and a single liability claim can cause immeasurable harm. A highway fatality due to an employee’s substance abuse, a product contamination resulting in an outbreak of illness, or flagrant violation of corporate safety policies can result in unimaginable liability losses, plummet company stock prices, or generate widespread media headlines. Accidents and even catastrophes will happen and organizations must be prepared at the outset. Such misfortunes can and must be addressed on a professional basis. This session will highlight various types of high-profile claims, how your organization can protect its reputation and image in the marketplace, and what the risk manager’s role should be in plan development and execution. Speakers Keith Reynolds Vice President of Risk Management Frito-Lay, Inc. Reed M. Rainey Director of Risk Management Target Corporation Robert J. Peterson, ARM, ALCM Executive Vice President Sedgwick CMS The first of three Associate in Risk Management (ARM) review sessions. This session should be attended only by those who intend to take the Spring 2006 ARM54 exam. Speaker Russ Opferkuch, ARM, CPCU, CSP Senior Vice President Cambridge Horizon Consultants, Inc. Benefits of Risk Management in Cost of Risk and Share Price (RMG305) Wednesday, 2:00 pm - 3:30 pm We will identify how risk management impacts the cost of risk and resulting share prices of a company. The panel will explain how this is understood by insurers and by the investment community. U.S. and European liability exposures will be reviewed. We will discuss ways to determine how well proactive risk management affects and should affect the insurer’s view. We will also look to see what influence this has and should have on investor analysis. Speakers will explore how strong risk management can be presented to the two areas and how best to clarify the impacts and the improvements made to the risk exposure. The results from the June 2007 AIRMIC conference workshop will be shared with session attendees, providing an international viewpoint of these issues. Edward J. Hester Executive Vice President Zurich Peter Berring, MIRM Director of Group Risk De La Rue Plc Broker and Chief Risk Officer: A Debate on the Issues (RMG400) Tuesday, 9:00 am - 10:30 am The session will use a debate-style format to highlight the key aspects of the buyer/broker relationship. Attendees will witness an active debate between a CRO of the largest not-for-profit health system in the U.S. and a brokerage firm COO. An executive from an insurance company will introduce each topic and provide context. Topics to be addressed include services (standards and scope), compensation (structure, process and transparency), roles and expectations (advisory and transaction), competition (the RFP value proposition), insurer relationships (who and how), people (skills, turnover, etc.) and other buyer/broker trends. Through the use of debate, we will offer broad perspective on these issues and provide some strategies for maximizing the buyer/broker relationship. Audience participation will take place prior to the conclusion of the session. Speakers Donald Bailey Chief Executive Officer Willis Risk Solutions Willis Group Holdings James K. Beckmann, Jr. Senior Vice President, Chief Risk Officer Ascension Health John J. Lupica President and Chief Executive Officer ACE USA Business Continuity Planning: What’s Wrong with This Picture? (RMG208) Tuesday, 9:00 am - 10:30 am By now, most organizations have developed basic business continuity plans and disaster recovery capabilities. But is it enough? Will these plans help your organization recover, restore and resume operations in the event of a catastrophic disruption? Are these plans worth the paper they are printed on or are they only effective in satisfying an audit or compliance requirement? Was the process the most effective and efficient way to deploy resources and capital against a mounting challenge? In this session, we will look at the top five shortcomings in traditional BCP strategies, and review case-studies to facilitate a discussion on how to move from the reactive to the practical—recovery, continuity and resiliency. Speakers Ellen Vinck, ARM Vice President, Risk Management and Benefits BAE Systems Ship Repair 59 risk management Associate in Risk Management 54 Review Session (RMG102) Monday, 1:45 pm - 4:15 pm Speakers Gary Lynch Managing Director Marsh, Inc. Judith S. Camp, ARM Director of Insurance and Risk Management Triad Hospitals, Inc. Business Continuity: Workshop (RMG309) Wednesday, 9:00 am - 11:30 am William Teas Executive Director Gaylord Entertainment Company Business Continuity Management is the ability to maintain the constant availability of processes and information across the business enterprise. The workshop will focus on delivering a strategy for development and implementation of a business continuity plan. A focus on preparing for disruptions will include the development phases for such a plan, communication, training and testing, and the ongoing maintenance necessary for an effective organizational plan. Speakers Michael P. Keating Associate Director Protiviti Dr. Peter Hoppe Head Geo Risks Research Department Munich Reinsurance Company risk management Claims and The author of “The Business Interruption Book—Coverage, Claims, and Recovery” guides you through the complex world of BI coverage and claims. This workshop will include the topics establishing business interruption limits, completing the business interruption worksheet, common elements of coverage, the claim recovery process, and common disputes in business interruption claims.The session includes case-studies based on actual insured losses. Speakers Daniel T. Torpey, CPA Partner Ernst & Young LLP Litsa Popowich Vice President, Risk Management Fairmont Hotels & Resort Business Interruption: A Tale of Two Losses (RMG200) Monday, 1:45 pm - 3:15 pm How can two enterprises suffer losses from the same hurricane but have such different outcomes on the BI adjustment process? The session is geared toward risk managers that are familiar with property but looking for practical strategies to minimize potential BI losses. We will focus on preparedness, management during a loss, and nailing down the details post-loss to perfect the BI claim. The objective is to demonstrate the value of managing the entire BI process before, during and after the loss; and to understand that even if you do everything right you may still end up in a battle with your insurer. You will leave with practical strategies to help mitigate your BI exposures. Speakers James B. Odell, CPCU Senior Vice President Willis 60 Most risk managers are faced with the risk of climate fluctuations and, for the most part, must use reactive techniques of control versus more common proactive control techniques. This session will focus on the scientific basics of climate change and its effects on risk management and the insurance industry. Topics include how companies are incorporating climate change issues in their risk management and business strategies. Speaker Alan Berman Director DRI International Business Interruption: Coverage, Recovery (RMG209) Tuesday, 9:00 am - 11:30 am Climate Risk (RMG310) Monday, 3:30 pm - 5:00 pm Contract Certainty—An Imperative or an Impossible Dream? (RMG104) Tuesday, 3:30 pm - 5:00 pm In spite of the current dispute surrounding recent high-profile claims, it seems as if the industry still finds it difficult to issue policies in a timely fashion. Is such uncertainty acceptable in a new SARBOX world? Is there a need for a new industry standard? And what issues lie at the heart of this perpetual problem? The panel consists of a risk manager, broker and the UK regulator who has been driving this issue in the London Market. They will share views on these issues and debate how to overcome these obstacles. Attendees will learn the issues surrounding this age-old delivery problem and hear from experienced professionals who seek a way forward for all involved. This session is organized for a mid- to high-level audience who is expected to engage in discussion with panelists. Speakers Julian Adams Head of Wholesale Insurance Department Wholesale Firms Division Financial Services Authority Tom Bartleet Chief Executive Officer Global Markets North America Willis Limited Geoff Taylor Director of Risk Management EMEA Nike European Operations Creative Financing Solutions for Intellectual Property Risks (RMG203) Wednesday, 10:45 am - 12:15 pm This session will introduce risk managers to some creative risk financing solutions for addressing intellectual property exposures, with a focus on trade secret and contractualbased exposure. Panelists will review three basic rules of identifying, quantifying and financing this potentially catastrophic risk, then introduce tools and methodology that can assist you in dealing with this exposure.The panel will present a case study that illustrates how to respond— and how not to respond—to intellectual property legal liability. Panelists will address how best to approach patent counsel on the various risk management concepts used to mitigate and finance risk in the 21st century. Attendees should have an intermediate level of knowledge related to these issues and should expect to leave with a variety of solutions to address this problem. Speakers Beaumont W. Vance, ARM Senior Risk Manager Sun Microsystems, Inc. Michael S. Flanagan Managing Director Arthur J. Gallagher & Co. value based on the results of a supply chain risk analysis. This session will outline a step-by-step overview of the analytic process, including strategies for internal and external data gathering; a methodology for calculating organization risk appetite, putting ERM into context; tangible benefits of supply chain modeling, including a basis for tracing risk mitigation effectiveness and measuring the cost-benefit tradeoff of proposed risk solutions; an overview of efficiencies stemming from incorporating the supply chain model into an aggregate operational risk model; technical considerations, including software advantages and limitations; and senior management testimonial on how risk modeling has improved capital allocation efficiency. Speakers Christopher D. Bohn, ACAS, MAAA Assistant Director And Actuary Aon Risk Consultants Robert J. Block Mariner Capital LLC Eric P. Stocker, ARM Associate Director, Treasury Genentech, Inc. Driving Excellence: Performing an Interactive Risk Management Audit (RMG210) Wednesday, 2:00 pm - 3:30 pm Lawrence Gallant Senior Analyst Genentech, Inc. You will walk away with an action plan that was developed with input from risk managers, CEOs, CFOs, brokerage executives and insurance company executives, addressing such fundamentals as exposure identification, quantification, coverage analysis and program design. This action plan will also cover the how-to’s of auditing the actual execution of the risk management program as performed by internal personnel, service providers and insurance companies involved on all fronts. Speakers Susan R. Meltzer, CRM, FCIP Assistant Vice President, Risk Management Aviva Canada Inc. Teresa L. Pahl, CPCU, ARM, ARP Managing Director HRH Group Driving Value Through Supply Chain Modeling (RMG306) Tuesday, 10:45 am - 12:15 pm Manufacturers have complex and integrated supply chains with inherent risks that are often underestimated. One large biotech company has modified its decision-making platform and realized measurable Excellence in Risk Management IV (RMG303) Tuesday, 10:45 am - 12:15 pm A survey of risk management practices, problems, and pitfalls were distributed in Fall/Winter 2006 to RIMS risk manager/members, as well as other stakeholders, to determine the status of various issues surrounding the identification, measurement, management and optimization of risk within our members’ firms. Greenwich Associates performed the survey, and the results will be the subject of this session. Speakers Jackie Hair, ARM Corporate Director, Risk Management Ingram Micro, Inc. Pamela G. Rogers, CMA Senior Vice President and Managing Consultant Marsh USA Inc. William A. Bruno Senior Vice President Greenwich Associates Flu Diligence II: The Pandemic Playbook (RMG302) Thursday, 9:00 am - 10:30 am Since at least the 16th century, a flu pandemic has swept the globe an average of three times per century—once every 10 to 50 years. The last pandemic occurred in 1968. Are we overdue for a similar crisis? And is your firm prepared for the next pandemic? Panelists will outline steps you can take now to help you, your company, and your community prepare for a pandemic. Panelists will discuss the potential impact of an outbreak on employees, customers, infrastructure, operations, reputation and survival.They will give you hands-on, practical advice you can use to shape your pandemic plan so you won’t be 61 risk management If Sarbanes-Oxley has taught us anything it is that audits can evolve into something much more valuable than a simple check-up. Part of risk management is the responsibility to build world-class performance through teams. This workshop will focus on providing you with better tools and dynamic team-building performance models that will significantly enhance the audit process and achieve meaningful performance improvement. We will demonstrate how to leverage the audit function for improved team performance, build upon external partnerships and add significant value to a firm’s risk management strategy. caught off-guard. And they will advise you of the resources that can help you along the way. Speakers Alan Gier, ARM Director, Risk Financing and Insurance General Motors Corporation Gary Lynch Managing Director Marsh, Inc. Michael Liebowitz Director of Insurance and Risk Management New York University RIMS President 2006-2007 risk management Global Risks: The View from Davos (RMG401) Monday, 3:30 pm - 5:00 pm Is the world becoming a riskier place for businesses? What is the full spectrum of global risks and their potential impact on companies’ current and future operating environments? What approaches can your company take to mitigate or manage these risks? These are the questions that the World Economic Forum is tackling as part of the “Global Risk Project”. Responses to these questions have been highlighted at the annual World Economic Forum in Davos, Switzerland, and will be featured again in January 2007. This session will bring the findings from Davos to RIMS 2007 with the goal of enabling risk managers to gain a better understanding of the risks gaining higher priority on the global agenda, as well as the troubling “outliers”.You will explore the links between global risks to assess their likely effect on different markets and industries, and advance the thinking around more effective mitigation of global risks. At the conclusion of this session, you will be as up-to-speed as your CEO on the economic implications of global risks and the latest thinking on effective mitigation that is emerging from the World Economic Forum. Speakers Christian Mumenthaler Chief Risk Officer Swiss Reinsurance Company Michael G. Cherkasky President and Chief Executive Officer Marsh and McLennan Howard Kunreuther Co-Director Risk Management Wharton School Hot Topic (RMG308) Tuesday, 3:30 pm - 5:00 pm To be announced in January 2007. Visit www.RIMS.org/RIMS2007 for updates. Insurance Recovery Litigation: How to Best Avoid It, Win It and Deal With It (RMG307) Monday, 1:45 pm - 3:15 pm This session serves as a risk manager’s guide to insurance 62 disputes. Today, insurance claims are larger and insurance markets more competitive than we have seen in the past. Many insurance disputes that previously may have been resolved through a business meeting now end with threats of insurance recovery litigation or actual litigation. Using litigation to resolve complex insurance coverage disputes is one way to resolve disputes. A risk manager can add significant value by avoiding such disputes through better underwriting or claims conduct, or, if need be, through helping direct the litigation effort. We will provide an overview of potential insurance coverage situations that can give rise to disputes, and show how such problems have been avoided or resolved. Risk managers with expertise in solving coverage disputes and coverage litigation will present, as well as a leading policyholder attorney to describe how such situations have been resolved through the legal process.The differences of opinion among risk managers and the outside policyholder lawyer will lead to a dynamic discussion. This session is relevant for risk management executives at all levels. This session is hosted by the RIMS Northeast Ohio Chapter. Speakers Brenda L. Beck Safety and Risk Manager Metro Disposal LLC Catherine A. Kroll, JD Director, Risk Management Developers Diversified Realty Corporation Ronald J. Swiner, ARM Vice President and Manager, Corporate Insurance KeyCorp William G. Passannante Partner Anderson Kill & Olick, PC Meet the Insurance Press (RMG101) Monday, 1:45 pm - 3:15 pm Top editors from the nation’s four leading risk management publications join forces in a unique panel discussion to provide a behind-the-scenes look at how journalists covering the buyer community do their jobs. The focus here will be on the benefits of cooperating with the media, which is always on the lookout for expert sources as well as the buyers’ perspective on breaking news and broader industry trends. On the other side of the coin, the disadvantages of maintaining an adversarial relationship with the press will also be addressed. Editors will offer tips on how risk managers can help their organizations and their profession by improving relations with reporters from all media. This is your chance to turn the tables on the media and ask them the tough questions for a change. Speakers Bill Coffin Director of Publications Risk Management Magazine Regis Coccia Editor Business Insurance John A. Roberts, Jr. Editor-in-Chief Risk & Insurance Sam Friedman Editor-in-Chief National Underwriter Now That I’ve Had My Crisis Drill, What Next? (RMG201) Wednesday, 10:45 am - 12:15 pm This session will highlight the planning, training and testing that the corporate crisis management team needs. We will discuss how to set objectives for crisis management execution, the process to determine the scenario and how to debrief the session—and use the lessons learned. We will practice an exercise in crisis management, using a true experience, allowing us to explore how to keep the momentum going through an on-going Preparedness Strategic Program. This session is hosted by the RIMS Kentuckiana/Bluegrass Chapter. Speakers Christine H. Schelble, ARM, CPCU, RF Risk Manager Lexmark International, Inc. David A. Griffith Associate Managing Director Kroll Corporate Prepardness Project Management Skills for Risk Managers (RMG300) Wednesday, 10:45 am - 12:15 pm Speakers John F. Roskopf, MBA, ARM Senior Account Executive Roskopf Louis J. Drapeau, ARM Director, Risk Management University of Kentucky Protecting Confidential Data Against Cyber Perils (RMG202) Wednesday, 9:00 am - 10:30 am This session will demonstrate how to conduct an enterprise risk assessment of your company’s technology exposures by examining three related areas—risk identification, risk quantification and risk mitigation. Panelists will explain the methodology of this critical area of enterprise risk management. They will offer suggestions on how you can engage in dialogue with various divisions within your company—including audit, Speakers George W. Redenbaugh, ARM Assistant Treasurer, Risk eBay James G. Bollman, CPCU, ARM, AIC, AIM Corporate Risk Officer TD AMERITRADE Holding Corp. Michael Lamprecht National Practice Leader Arthur J. Gallagher & Co. Michael S. Flanagan Managing Director Arthur J. Gallagher & Co. RIMS Quality Improvement Process (RMG301) Thursday, 10:45 am - 12:15 pm This session consists of an in-depth review of the RIMS QIP and the practical use of the QIP wizard. Three specific areas will be discussed: 1) Background of the QIP and its critical role/importance in today’s environment. 2) In-depth demonstration of the QIP wizard tool (showing how to create a partnership agreement from start to finish), and subsequent discussion. 3) Exploration on the practical application of QIP-driven partnership agreements, including mini case-studies highlighting successes, pitfalls, and lessons learned. Learning objectives: Understand the history and theory behind the QIP, as well as the current application of the RIMS Quality Improvement Process. Understand how to access and use the QIP wizard to create an agreement. Hear real-life, practical tips on how to use the QIP, as well as successes/challenges that the user may expect to encounter. Speakers Barbara A. Devine, ARM Vice President, Risk Management Standard Parking Corporation Jeffrey L. Vernor, ARM Global Risk Manager Russell Investment Group The Risk Management Process (RMG103) Tuesday, 10:45 am - 12:15 pm The risk management decision-making process has specific steps that must be followed in a strict form by organizations in order to assure the best way to handle their loss exposures.This session is designed to demonstrate these steps and show how a risk management process can be designed and put into place in order to comply with your organization’s objectives for risk handling. The panel will explore various standards regarding the risk management process, including the role of internal audit and internal control. We will discuss the best approach to determine control and mitigation techniques and strategies, results of this process and the best way to monitor and improve your results. This is a bilingual presentation (English and Spanish). This session is hosted by the RIMS Dallas-Fort Worth Chapter. 63 risk management Risk managers must increasingly approach a complex risk management program as a long-term project to be managed. As companies become both larger and flatter, project management skills are seen as the proxy for good management skills in general. Issues include the ability to juggle several assignments at once, establish priorities, marshal resources, track progress, and stay focused on the targeted results. You will learn how to clearly outline key objectives, identify and assign component tasks, monitor performance, manage contingencies and obtain buy-in from all the appropriate parties. This is not just about managing the next renewal or rolling out a new safety program; it is about aligning yourself with senior management and managing your biggest project— your career! legal, IT and finance—to produce successful results in the first 120 days of the project. Speakers Speakers Andres R. Holownia Regional Executive Risk Manager Scania Latin America Ltd Darryl Hammann Workers’ Compensation Manager 3M Carlos Sabaini Director Grupo Techint SA Keith Higdon Project Manager Sedgwick CMS Javier Mirabal, ARM Vice President, Latin America Taylor Risk Consulting Ron J. Walton, CPCU, ARM, AIC Director, Risk Management AT&T, Inc. Risk Manager’s Tool Kit (RMG212) Tuesday, 9:00 am - 10:30 am So Now You’ve Merged, What Opportunities and Pitfalls Lay Ahead? (RMG211) Tuesday, 3:30 pm - 5:00 pm Open up the risk manager’s tool kit and what do you find? What sets apart the successful risk manager from the frustrated and languishing risk manager? Join us for a highly interactive and dynamic discussion on succeeding in risk management, as told from both the risk manager and broker’s perspectives. This will be a brief look at real-life situations, the decisions that were made (some good, some not so good) and the outcomes. From personality traits to business processes, successes and failures, there will be no hiding the truth here! The stories may be amusing now, but they were painful at the time. The lessons learned were invaluable—general liability, workers’ compensation, EPLI and property; professional education and personal development. Make sure your tool kit is complete! Speakers risk management Ellen Vinck, ARM Vice President, Risk Management and Benefits BAE Systems Ship Repair John Bullock President Willis of Mississippi, Inc. Lance J. Ewing, ARM, CRM Vice President, Risk Management Harrah’s Entertainment, Inc. Risk Modeling: Data, Information and Action (RMG206) Wednesday, 2:00 pm - 3:30 pm One of the most exciting areas for risk managers today is finding and leveraging opportunities through risk modeling. Risk modeling is the process of discovering patterns in data. Its purpose is to transform data into actionable information to support the strategic decision process. Risk modeling allows risk managers to create a baseline for the current program, identify opportunities for improvement and predict future program performance. Clearly, transforming data into information must become a way of life for the risk manager and this session is designed to guide you in the process. You will learn the fundamentals of risk modeling, examine common cost drivers and strategies for addressing them and explore the latest advancements in information technology needed to elevate your programs to a new level. 64 Mergers sound great (or not so great) in the abstract. But once the deal is done, where should you focus your efforts in order to play a role in the success of the merged company? On a going-forward basis,key areas of concern include differences in culture as they relate both to risk management and risk tolerance; the role of technology/information systems; and how to integrate practices and culture on a global basis. Mergers must also be viewed as opportunities to review and understand historical risk management practices, including historical coverage pictures,before key knowledge (and documents) are blown to the winds. Our panel of executives, recently involved in mergers, will share thoughts with you on what worked, what didn’t work and what may have been done differently to better manage global risks going forward. Speaker Barry Levin Shareholder Heller Ehrman LLP Sustainability Risk Management as a Critical Component of ERM (RMG304) Tuesday, 10:45 am - 12:15 pm Sustainability Risk Management (SRM) deals with risks emanating from the environmental and social justice areas. Examples include global warming/climate change, boycotts against major corporations by NGOs, poor working conditions, water contamination by chemicals, pressures brought by socially responsible investors, directors’ and officers’ failure to disclose environmental liabilities, gender discrimination class-action suits, damages to natural ecosystems and impacts on multinational corporations by international regulations. The panel is composed of two risk managers from companies with very strong sustainability programs and a professor who has authored a recently published book on SRM. The risk managers will describe their companies’ programs for dealing with sustainability risks. The professor will identify various sustainability risk areas and present techniques for mitigating these risks. Speakers Dan R. Anderson, CPCU Professor, Risk Management and Insurance University of Wisconsin - Madison Donald J. Sullivan Vice President, Risk Management Baxter International Inc. John Vargo Director Risk Management Johnson Controls, Inc. Threat Assessment, Vulnerability Analysis and Risk Management Decisions (RMG100) Monday, 3:30 pm - 5:00 pm In the current environment,you may have heard discussions regarding this popular topic. Techniques have been developed to assist organizations in the measurement and evaluation of threats, hazards and vulnerabilities. Various organizations and the buildings in which they operate are being scrutinized more than ever. Design features are being changed and/or implemented that eliminate or substantially mitigate exposure to threats and hazards.Our workshop introduces participants to the Department of Homeland Security’s generally accepted risk assessment model which has become a benchmark method. Speaker James E. Olsen Director of Safety and Risk Management The Georgia State University What Are We Worth? How Solving Coverage Issues Demonstrates Risk Manager Value (RMG205) Tuesday, 3:30 pm - 5:00 pm Speakers Carlos M. Hernandez, Esq. General Counsel Mittal Steel USA ISG, Inc. Henry Darr Executive Vice President Aon Risk Services William G. Passannante Partner Anderson Kill & Olick, PC Japanese corporations domiciled in the U.S. share similar corporate risks to their U.S. counterparts. However, there are clear differences between the two. The major differences are: 1) their strong financial and political ties to corporate headquarters in Japan; and 2) intertwined Japanese business practices and cultures, which are integrated within the management of the U.S. subsidiaries, and that apply to the management of risk as well. This session investigates and compares three strategies used by Japanese corporations in the U.S. for managing significant risks surrounding their respective operations. Management executives from three Japanese corporations will describe the most challenging risks faced by their companies and, using case-studies, they will share insights on how they are managing those risks. They will also share opinions on enterprise risk management (ERM). Lastly, on a related matter, they will speak about the impact of the soon-to-be-implemented (2008 or 2009) J-SOX (Japanese version of SarbanesOxley Act) on their overall risk management programs. This is a bilingual presentation (English and Japanese). This session is hosted by the RIMS Japan Chapter and sponsored by Aon. Speakers Gotaro Sakai President Tekenaka Corporation USA Mike Y. Matsumoto President Konica Minolta Writing a Formal Risk Management Report (RMG204) Monday, 3:30 pm - 5:00 pm We will explore the various reasons risk managers should take the time to write a formal risk management report. We will also put forth some guidelines for writing a report. Some of the reasons for writing a formal report are that: 1) risk managers will become more effective at managing their risks; 2) risk managers will be better able to inform executive management—as well as other stakeholders—about the costs, benefits, history and future of their organization’s risk management programs (a report will also serve as an excellent document for proving the risk manager’s accomplishments); and 3) risk managers can strengthen their insurance submission to underwriters with a written report. Guidelines for writing a formal risk management report will mirror the steps in the risk management process—identify and analyze risks, assess alternative risk management techniques, implement the techniques and monitor the risk management program. Suggestions for various types of information to include in your report will also be explored. Speaker Mitzi S. Dykes, M.A., ARM, CPCU, ALCM Projects Risk Manager Gevity HR 65 risk management Solving complex insurance coverage issues is one way for a risk manager to add significant value to the bottom line of the insured. This session will provide an overview of unusual insurance coverage situations that involve considerable sums, as well as show how such problems have been resolved. Often, risk managers neglect the value you add to the insured’s bottom line. Solutions to complex coverage problems are a high-profile way to show such value. Moderating the session is an expert risk manager with experience in demonstrating the value of risk management to large corporate insured; a senior corporate in-house counsel will describe these issues from their perspective; a broker/consultant will describe how their expertise contributes to value; and a leading policyholder attorney will describe how a number of such unusual situations involving significant value are resolved. The differences of opinion among risk manager, in-house counsel, broker/consultant and outside policyholder lawyer will lead to a lively discussion.This session is relevant for risk management professionals at all levels, and is intended to provide you with an overview of this complex area. What Is the Ideal Risk Management? (RMG213) Tuesday, 9:00 am - 10:30 am translated sessions Enterprise Risk Management: U.S. vs. Japan (ERM105) Monday, 1:45 pm - 3:15 pm Although the history of risk management in Japan is not as lengthy as in the United States, both are almost at the same stage when it comes to enterprise risk management. ERM in the U.S. is the extension of risk and insurance management, whereas in Japan it is an extension of auditing and compliance. At this session, risk managers from the U.S. and Japan will exchange ideas and experiences with implementing ERM programs, and attempt to develop the most effective ERM system for their organizations. This is a bilingual presentation (English and Japanese). This session is hosted by the RIMS Japan Chapter. Speakers Iwao G. Niwa General Manager Matsushita Panasonic John R. Phelps, ARM, CPCU Director of Risk Management Blue Cross and Blue Shield of Florida, Inc. PDCA: The Role of the Risk Manager in a Japanese Company: How to Keep Our Risk Management Program on Track (ERM204) Monday, 3:30 pm - 5:00 pm Risk management is not a one-shot deal. Simply making a manual of what to do in case of incidents does not mean your risks are well covered. We need to constantly update information around us and make changes accordingly. Is our risk management program on the right track? Are there any pitfalls? In this session we will discuss how to evaluate the progress of risk management in order to execute meaningful “action.” This is a bilingual presentation (English and Japanese). This session is hosted by the RIMS Japan Chapter and sponsored by AIG. Speaker translated sessions David G. Schwartz Senior Vice President YKK Corporation of America 66 Captive Utilizations for U.S. Risks of Foreign-owned U.S. Corporations (FIN106) Tuesday, 10:45 am - 12:15 pm We will provide you with updated real cases on captive utilization for U.S. risks of foreign-owned U.S. corporations such as workers’ compensation, products liability and warranty. Attendees will hear hands-on experiences of risk managers who have been involved in utilizing captives for U.S. risks of foreign-owned U.S. corporations. This is a bilingual presentation (English and Japanese). This session is hosted by the RIMS Japan Chapter and sponsored by Marsh. Speakers Jill E. Husbands, ACII Managing Director Marsh Management Services Yutaka Sugimoto Director Risk Management Yazaki Management Company What Is the Ideal Risk Management? (RMG213) Tuesday, 9:00 am - 10:30 am Japanese corporations domiciled in the U.S. share similar corporate risks to their U.S. counterparts. However, there are clear differences between the two. The major differences are 1) their strong financial and political ties to corporate headquarters in Japan, and 2) intertwined Japanese business practices and cultures which are integrated within the management of the U.S. subsidiaries, and which apply to the management of risk as well. This session investigates and compares three strategies used by Japanese corporations in the U.S. for managing significant risks surrounding their respective operations. Management executives from three Japanese corporations will describe the most challenging risks faced by their companies and, using case-studies, they will share insights on how they are managing those risks. They will also share opinions on enterprise risk management (ERM). Lastly, on a related matter, they will speak about the impact of the soon-to-be-implemented (2008 or 2009) J-SOX (Japanese version of Sarbanes-Oxley Act) on their overall risk management programs. This is a bilingual presentation (English and Japanese). This session is hosted by the RIMS Japan Chapter and sponsored by Aon. translated sessions Speakers Gotaro Sakai President Tekenaka Corporation USA Mike Y. Matsumoto President Konica Minolta 67 Aftermath: Managing a Hurricane Claim (CLM204) Wednesday, 9:00 am - 10:30 am Risk Financing 1-2-3 (FIN100) Tuesday, 3:30 pm - 5:00 pm Over the past two years the insurance industry has been hit with at least seven named storms. Nearly everyone in the insurance industry has now come to realize that the management of a hurricane claim is a difficult challenge due to multiple factors. The focal point of this presentation is to review the basic steps in managing the process. Some of the topics discussed include post-storm damage assessment/mitigation, suggestions /recommendations for putting together a team to capture and provide claim documentation to the adjuster in an acceptable format, and a chronological overview of the typical claims process from cradle to grave. The ultimate learning objective is to show the benefits derived by managing the process. Participants in the session should have a basic knowledge of property insurance, as well as understand your employer’s business and the components needed to get the business back up and running following a storm. Are you confused by terms like IBNR, loss development, net present value and discovery and payout patterns? Do you have trouble talking to your CFO about the financial aspects of your insurance program? If so, ta This is a bilingual presentation (English and Spanish). Las Secuelas: Manejando un Siniestro de Huracán En los últimos 2 años la industria aseguradora ha sido golpeada por al menos 7 tormentas de gran magnitud. La mayoría de las personas en la industria aseguradora se han dado cuenta que el manejo de un siniestro provocado por un huracán ofrece un dificultoso reto debido a múltiples factores. El punto principal de esta presentación será el de revisar las etapas básicas para el manejo de este proceso. Algunos de los tópicos a ser discutidos serán: evaluación/mitigación de los daños después de la tormenta; sugerencias/recomendaciones con el fin de conformar un “equipo” que busque y provea la documentación necesaria al ajustador de pérdidas en un formato aceptable y una visión cronológica general de un típico proceso de manejo de un reclamo “de la cuna a la tumba”. El objetivo final será el de mostrar los beneficios derivados de manejar este “proceso”. Los participantes en esta sesión deberán tener un conocimiento básico de seguro de propiedades así como, entender el modelo de negocio de la empresa para la cual trabajan y los componentes necesarios tanto para regresar al negocio como para ponerlo en marcha después de ocurrido una tormenta. Esta es una presentación bilingüe (ingles y español). translated sessions Speakers Bart Douglas, AIC Managing Director Arthur J. Gallagher & Co. Scott B. Clark, AAI Risk and Benefits Officer Miami-Dade County Public Schools 68 ke a walk with us through the basic steps of risk financing. Our focus will be on tools such as loss triangulation, loss analyses and net present value cash flow comparisons. Using case-studies, we will give you the skills to effectively communicate about risk financing, and an understanding of how to use these techniques to improve your insurance program. Don’t forget to bring your calculator! This is a bilingual presentation (English and Spanish). Financiamiento de Riesgos 1-2-3 Está usted confundido con términos como: Siniestros Incurridos pero no Reportados (IBNR); Incremento de Pérdidas (loss development), Valor Presente Neto (VPN) entre otros? Tiene usted problemas cuando habla con su Director Financiero acerca de los aspectos financieros de su programa de seguros? Si es así, entonces tómese un paseo con nosotros a través de los pasos básicos del financiamiento de riesgos. Nuestro enfoque estará en herramientas tales como triangulación de pérdidas (loss triangulation), análisis de pérdidas y comparación del valor presente neto de flujos de fondos (cash flow). Con el soporte de casos prácticos le ayudaremos a incrementar su habilidad de comunicarse efectivamente en términos financieros así como su entendimiento de como usar estas técnicas para el mejoramiento de su programa de seguros. No olvide traer su calculadora! Esta es una presentación bilingüe (ingles y español). Speakers Barbara Benson Grinnell Vice President, Risk Solutions Willis of Illinois, Inc. Joyce E. Armstrong, CPCU Director, Risk Management The Scotts Company and Subsidiaries Michelle S. Logan Director, Risk Management Federal-Mogul Corporation Captives in Latin America (FIN105) Tuesday, 9:00 am - 10:30 am The Risk Management Process (RMG103) Tuesday, 10:45 am - 12:15 pm Captive tools for risk financing is a well-known alternative for most U.S. and European companies and is used as part of the risk financing process. But is it the same in Latin America? Is it used by domestic Latin American companies as part of their risk financing strategy? This session is will explore the reality of captives in Latin America and how this type of financial vehicle can be used in order to improve their risk financial profile. The panel will discuss different key items to take into account when evaluating the feasibility for a captive in a Latin American environment, including regulatory, fiscal and legal issues. In addition, the panel will present the level of the service providers’ availability for captives, including captive domiciles in the region. The risk management decision-making process has specific steps that must be followed in a strict form by organizations in order to assure the best way to handle their loss exposures.This session is designed to demonstrate these steps and show how a risk management process can be designed and put into place in order to comply with your organization’s objectives for risk handling. The panel will explore various standards regarding the risk management process, including the role of internal audit and internal control. We will discuss the best approach to determine control and mitigation techniques and strategies, results of this process and the best way to monitor and improve your results. This is a bilingual presentation (English and Spanish). This session is hosted by the RIMS Dallas-Fort Worth Chapter. This is a bilingual presentation (English and Spanish). This session is hosted by the RIMS Dallas-Fort Worth Chapter. El Proceso de Administración de Riesgos Cautivas in Latinoamérica La utilización de empresas cautivas como una herramienta dentro del proceso de financiamiento de riesgos es una muy bien conocida alternativa en empresas norteamericanas y europeas pero, es igual en Latinoamérica? Son utilizadas empresas cautivas por empresas latinoamericanas como parte de su estrategia de financiamiento de riesgos?. Ésta sesión ha sido diseñada para explorar cual es la realidad en relación a la utilización de cautivas en Latinoamérica y como este tipo de vehiculo financiero puede ser utilizado con el fin de optimizar el perfil financiero de riesgo de las organizaciones. El panel discutirá diferentes aspectos que son necesarios tomar en cuenta cuando una empresa va a evaluar la factibilidad de formar una cautiva en Latinoamérica incluyendo aspectos de carácter regulatorio, fiscal y legal. Adicionalmente, el panel presentará el nivel de oferta de proveedores de servicios especializados para cautivas incluyendo los domicilios de cautivas disponibles en la región latinoamericana. Esta es una presentación bilingüe (ingles y español). Esta sesión es patrocinada por el Capitulo de Dallas-Fort Worth de RIMS. Speakers Claudia M. Robayo Lawyer Clyde & Co. Jorge D. Luzzi, AIRM Group Risk Management Director Pirelli Group Esta es una presentación bilingüe (ingles y español). Esta sesión es patrocinada por el Capitulo de Dallas-Fort Worth de RIMS. Speakers Andres R. Holownia, AIRM Regional Executive Risk Manager Scania Latin America, Ltd. Carlos Sabaini, AIRM Director Grupo Techint SA translated sessions Eduardo Fox Manager Applyby Spurling Hunter La Administración de Riesgos como un proceso de toma de decisiones tiene etapas específicas que, de forma estricta, deben ser cumplidas por las organizaciones con el fin de asegurar que sus exposiciones a pérdidas están siendo manejadas de manera correcta. Esta sesión esta diseñada para mostrar cuales son esas etapas y como se conforma y se pone en práctica este proceso con el fin de que se cumpla con los objetivos de la organización en relación al manejo de sus riesgos. El panel explorará diferentes estándares que, sobre el proceso de administración de riesgos, han realizado diferentes organizaciones de carácter internacional. Adicionalmente se discutirá el rol del Control Interno y de la Auditoria Interna en dicho proceso. Nosotros discutiremos las prácticas recomendadas para la determinación de las estrategias y técnicas de control y mitigación de riesgos resultantes del proceso así como las prácticas recomendadas para monitorear y mejorar el mismo. Javier Mirabal, ARM, AIRM Vice President, Latin America Taylor Risk Consulting Javier Mirabal, ARM, AIRM Vice President, Latin America Taylor Risk Consulting 69 registration Form RIMS 2007 Annual Conference & Exhibition Registration Form April 29 – May 3, 2007 New Orleans, Louisiana Phone: (212) 286-9292 • www.RIMS.org/RegisterNow REGISTRATION IS SUBJECT TO “POLICIES AND PROCEDURES” ON REVERSE SIDE OF REGISTRATION FORM. ➢ REGISTRATION INFORMATION Boxes indicate maximum characters on the conference badge. This information will also be used to update your RIMS record. Name (Last Name) (First) (M) Title Company Name Address City State/Province Country Zip/Postal Code Phone Fax (include country code) Registration Deadlines RIMS Corp. Member/Associate Full Conference Pass Corp. 3rd Member Discount One Day Pass Thursday (Half Day) Pass Non-Member Full Conference Pass One Day Pass Thursday (Half Day) Pass E-mail (include country code) EARLY BIRD REGISTRATION February 23 $795 $550 $335 $275 ❏ ❏ ❏ ❏ $1,095 $385 $275 ❏ ❏ ❏ REGULAR REGISTRATION February 24 – March 30 ON-SITE REGISTRATION April 29 – May 3 (On-site fees apply after March 30) $895 $600 $385 $275 ❏ ❏ ❏ ❏ $945 $650 $435 $275 ❏ ❏ ❏ ❏ $1,195 $435 $275 ❏ ❏ ❏ $1,245 $485 $275 ❏ ❏ ❏ ADDITIONAL FULL CONFERENCE REGISTRATION OPTIONS Affiliate Member Retired Member Educational Member Student Member Student Non-Member $340 $340 $340 $140 $190 ❏ ❏ ❏ ❏ ❏ The Full Conference Pass is all-inclusive. The One Day Pass entitles you to sessions, entrance to the Exhibit Hall, and admittance to that day’s events. Attendees registered for a One Day Pass for Monday may attend the RIMS Opening Reception on Sunday evening. * Please check day(s) selected for one day registration. ❏ Mon ❏ Tues ❏ Wed ❏ Thurs [Multiple one day passes may be purchased.] I would like to participate in the Sunday RIMS Community Service Day. ❏ Credit Card Authorization Credit Card: ❏ Amex ❏ Visa ❏ MasterCard Card number ______________________________________________________ Expiration Date ______________ I have read and agree to the RIMS Conference & Exhibition Policies and Procedures. Signature _________________________________________________________________________________________________ Date ________________ Print Name ________________________________________________________________________________________________ Is this your first RIMS Annual Conference & Exhibition? ❏ Yes ❏ No If you require handicap transportation or facilities, check this box and attach a written description of your needs: ❏ ☞ RIMS shares the Conference attendee mailing list. Check this box if you would like your name excluded: To exclude demographic information from your conference badge, check this box: ❏ ❏ For immediate registration and hotel reservations, register online and pay by check or credit card at www.RIMS.org/RegisterNow. Confirmation of your registration will be sent via e-mail. If paying by check, your registration and confirmation will not be processed until your check is received by RIMS. PAYMENT METHOD WITH FORM ✁ TEAR OUT Registration fees MUST accompany this form. Registration fees are payable to the Risk and Insurance Management Society, Inc. in U.S. dollars drawn from a U.S. bank. Purchase Orders are not accepted. To verify your membership status, e-mail: [email protected]. Registrations completed online with credit card payment are processed immediately. Registrations completed online choosing check or bank transfer payments will not be processed until payment is received. Check payments via regular mail must be sent to: Risk and Insurance Management Society, Inc., P. O. Box 95000-2345, Philadelphia, PA 19195-2345. Check payments via express or overnight mail must be sent to: Image Remit, 205 North Center Drive, North Brunswick, NJ 08902 - Att: P.O. Box 95000-2345. Submissions by mail will be processed within 10-15 business days. Payments that are not received and/or postmarked by the respective cut-off date will be subject to additional fees. Bank Transfers are payable only in U.S. dollars drawn from a U.S. bank. Transferred funds must be sent to: Commerce Bank, 317 Madison Avenue, New York NY 10017, ABA #026013673. Account Name: RIMS Operating Account. Account Number: 7920319089. Registrant is responsible for all bank charges, including a $30 RIMS processing fee, which must be added to the total amount transferred. The bank order must include the registrant name(s) and company. Please enclose a copy of your bank order with your registration materials. RIMS Federal Tax ID # 13-1860397 Reminder: Keep a photocopy of registration form for your files. Ref Code RIMSCP2007 73 Registration and Cancellation Policies ➢ Registration fees and categories are listed under the Annual Conference section of the RIMS.org Web site. Upon registering, RIMS will verify your membership status to ensure that the correct registration fee is charged, regardless of the category you have selected. To retain member pricing, membership dues must also be current and paid in full at the time of the conference and exhibition. ➢ How to Register Pre-Registration may be processed online at www.RIMS.org/RegisterNow Deadline Dates for Registration: February 23, 2007—Early Bird Rate. March 30, 2007—Regular Rate. Registrations received after March 30, 2007 will be subject to onsite registration fees. ➢ Payment Instructions Registrations completed online with credit card payment are processed immediately. Registrations completed online choosing check or bank transfer payments will not be processed until payment is received. ➢ Check payments via regular mail must be sent to: Risk and Insurance Management Society, Inc., P. O. Box 95000-2345, Philadelphia, PA 19195-2345. ➢ Check payments via express or overnight mail must be sent to: Image Remit, 205 North Center Drive, North Brunswick, NJ 08902 - Att: P.O. Box 95000-2345. ➢ Submissions by mail will be processed within 10-15 business days. Payments that are not received and/or postmarked by the respective cut-off date will be subject to additional fees. ➢ Bank Transfers are payable only in U.S. dollars drawn from a U.S. bank. Transferred funds must be sent to: Commerce Bank, 317 Madison Avenue, New York NY 10017, ABA #026013673. Account Name: RIMS Operating Account. Account Number: 7920319089. Registrant is responsible for all bank charges, including a $30 RIMS processing fee, which must be added to the total amount transferred. The bank order must include the registrant name(s) and company. Please enclose a copy of your bank order with your registration materials. RIMS Federal Tax ID # 13-1860397. RIMS Registration Categories ➢ Corporate Members—A RIMS corporate member is an organization that has been accepted for membership and has paid annual Society dues plus applicable local chapter dues. Included in Society dues are two deputy members or representatives. Additional deputy members may be added to the Corporate membership (subject to eligibility) for an additional fee of U.S. $150 plus applicable chapter dues. Membership and benefits may not be transferred without prior approval by RIMS. ➢ Multiple Registrant Discount— Corporate Members Only If a member organization registers two dues-paying deputy members for Full Conference Passes, any subsequent dues-paying deputy members may register at a discounted rate (refer to rates in the Registration Fees table on page 75). ➢ Associate Members—A RIMS associate member is an individual who has been accepted as Associates of the Society and has paid annual Society dues plus applicable local chapter dues. If you are a Chapter Associate only and have not paid Society dues to RIMS, you must register at the non-member rate. Associate membership may not be transferred or re-assigned. ➢ Affiliate Members—A RIMS affiliate member is an individual who has been accepted as Affiliates of the Society upon separation from a member company and have paid annual Society dues plus applicable local chapter dues. Affiliate membership terminates upon acceptance of employment. ➢ Educational Members—Educational members are individuals who are faculty members teaching risk management, insurance or benefits courses, or chairing a department which offers risk management, insurance or benefits courses as their primary focus, and have paid Society dues plus applicable local chapter dues. ➢ Students—A student membership may be granted to a full-time student enrolled in at least twelve (12) credit hours per term in a college or university, provided that the individual is not eligible for membership in another category. Conference registration for a student member is $140. Society and applicable local chapter dues must be paid prior to registration. Please note: RIMS recommends that eligible parties sign up for RIMS student membership at the rate of $50 to gain access to a number of benefits which include a discounted conference registration for a fee of $140! ➢ Student Special Rate Promotion—A full-time student enrolled in at least twelve (12) credit hours per term in a college or university and is not eligible to be a RIMS member in any other category are eligible to register for full conference registration privileges for only $190. Note: Become a student member for $50* and register at the student rate of $140. ➢ Retired Members—Retired Membership is extended to an individual who was previously employed in risk management or one of its related specialties and who is a former RIMS Deputy Member or Associate Member prior to full retirement and not eligible for any other category of membership. Society and applicable local chapter dues must be paid prior to registration. On-Site Registration Policies and Procedures ➢ RIMS accepts American Express, VISA, MasterCard, cash, corporate/personal/travelers checks or money orders payable in U.S. dollars drawn from a U.S. bank for payment of registration fees. On-site registration fees are non-refundable. ➢ Pre-registration materials will be released only to the individual whose name appears on the badge. Photo identification (driver’s license or passport) or credit card will be required. ➢ Please secure your badge. A $30 non-refundable fee will be charged to replace a lost badge. Cancellations and Changes ➢ Requests for refunds/cancellations, or downgrades must be made by March 30, 2007 and submitted to the www.RIMS.org/ConferenceChanges. All requests will be subject to a $75 administrative fee. ➢ Cancellation or downgrade requests, e.g., Full Week to a Single Day, received after March 30, 2007 will not receive a refund, credit or price adjustment. Refunds for requests made by March 30, 2007 will be issued 60 days following the conference. ➢ RIMS reserves the right to cancel this conference if conditions warrant. In the event of such a cancellation, registration fees will be refunded. However RIMS is not responsible for any travel or lodging expenses incurred due to cancellation of the conference. If for any reason you must cancel your conference registration, please remember to cancel your housing arrangements separately. RIMS is not responsible for hotel no-show fees or any travel or lodging expenses. Substitutions ➢ Requests to substitute or transfer your registration by March 30, 2007, must be made through the following Web site: www.RIMS.org/ConferenceChanges ➢ Requests to substitute or transfer your registration after March 30, 2007 must be made in writing on corporate stationary and be presented at the on-site attendee help desk. ➢ All substitutions are subject to a $75 administrative fee, plus any additional fees due to differences in the member type, e.g., transferring a member registration to a non-member registration. Sessions ➢ Due to meeting room space restrictions, RIMS requests you to register in advance for the specific sessions, lunches and events you wish to attend. Although sessions are on a first come, first-served basis, completing the session registration information will allow RIMS to assign each session to a room of the appropriate size for that group. You will be given an opportunity to select sessions when you receive your e-mail registration confirmation. Events ➢ Only individuals registered and badged may attend conference events. Guests of registrants must register to attend conference sessions and luncheons, and to enter the Exhibit Hall. Individuals under the age of 21 are not permitted in the Exhibit Hall. Hotel Reservation and Cancellation Policies ➢ RIMS has negotiated special hotel rates for attendees of the conference. Please secure your hotel reservation at any time by calling (800) 347-4372 or (972) 349-7682 or at the following web address through March 30, 2007: http://www.wynjade.com/RIMS07. Wyndham Jade, 6400 International Parkway, Suite 2500, Plano, TX 75093 Fax (972) 349-5867 • Tel: (972) 349-7682 or (800) 347-4372 ➢ Don’t be a no-show! Failure to arrive on a confirmed arrival date will result in forfeiture of one night’s room and tax and loss of your entire room reservation. If you need to cancel your hotel reservation, please contact Wyndham Jade directly at (972) 349-7682 or (800) 347-4372. Do not contact RIMS offices for hotel reservations. RIMS Respects Your Privacy ➢ E-Mail Addresses: RIMS will not release your e-mail address to any third parties. ➢ Mailing List: RIMS provides the attendee mailing list to exhibitors for a one-time usage. If you wish to be excluded from the mailing list, check the respective box during the registration process. ➢ Demographic Information: Your individual and company demographic information, name and address is stored in the bar code on your conference badge. If you allow an exhibitor to scan your badge, you will be releasing your information to that exhibitor. If you do not want your demographics included in your badge information, check the respective box during the registration process. ➢ By registering for RIMS 2007 New Orleans, I accept that photographs taken of me by the Risk and Insurance Management Society, Inc. (RIMS) or its service providers may be used for promotional materials of RIMS, including but not limited to use in annual reports, magazines, future conference programs or other promotional material, and on the Internet by RIMS and its service providers. ➢ RIMS reserves the right to publish the names of conference participants in production materials and on the Internet by RIMS and its service providers *Membership fees may be subject to change effective January 1, 2007. 74 Why should you attend RIMS 2007? Register Today Where can you … participate in 140+ industry and educational sessions and interactive workshops? Learn about the critical issues facing risk management professionals? Explore the global issues impacting the risk management profession? Examine the evolving roles and expectations facing risk managers? Develop the skills and resources to become a risk management expert for your organization? Make an assessment of your risk management strategy and learn next steps for planning and implementing an ERM program? Registration for RIMS 2007 using your credit card is quick and easy! Visit the web to access our seamless registration system: www.RIMS.org/RegisterNow. You will receive an e-mail confirmation shortly after completing the process. RIMS is the place to be this coming April 29—May 3. Reserve your place today to explore, learn and lead. Take Advantage of Discounts on Fees RIMS Members Whether you are a corporate member, associate, affiliate or another member of RIMS, you are eligible to attend the conference at the member rate. Please note: RIMS will verify your membership status upon registration to make sure that you receive the full benefits. Early Bird Register by February 23 in order to be eligible for the Early Bird Discount, which offers you the lowest rate possible for the conference. Registrations received after February 23 will not be eligible for the discount. RIMS is not responsible for delayed mail or incorrectly addressed correspondence. Acceptable forms of payment include American Express, VISA and MasterCard. If you prefer to mail in your credit card payment, please fill out the enclosed registration form and mail to: RIMS, 1065 Avenue of the Americas, 13th Floor, New York, NY 10018. If you are paying by check or money order, please fill out the enclosed registration form and mail to the appropriate address below. Make checks payable to: RIMS. Corporate/personal/travelers’ checks or money orders must be payable in U.S. funds drawn on a U.S. bank. For regular mail delivery: Risk and Insurance Management Society, Inc. P.O. Box 95000-2345 Philadelphia, PA 19195-2345 For express or overnight mail delivery: Image Remit 205 North Center Drive North Brunswick, NJ 08902 Attn: P.O. Box 95000-2345 Please note: Registrations must be received by March 30. All mailed registrations must be postmarked by that date. Any registrations received after March 30 will be treated as on-site registrations and will be subject to additional fees. Registrations received via mail will be processed within 10-15 business days. Registration Categories and Fees Take Advantage of the RIMS Member and Early Bird Discounts Fees and Deadlines Early Bird February 23 Regular March 30 On-Site April 29 – May 3 $795 $550 $335 $275 $895 $600 $385 $275 $945 $650 $435 $275 $1,095 $385 $275 $1,195 $435 $275 $1,245 $485 $275 RIMS Corporate Members and Associates Full Conference Pass Corp. 3rd Member Discount One Day Pass Thursday (half day) Pass Non-Members Full Conference Pass One Day Pass Thursday (half day) Pass Additional Full Conference Registration Options Educational Member Student Member Student Non–Member Affiliate Member Retired Member $340 $140 $190 $340 $340 $340 $140 $190 $340 $340 $340 $140 $190 $340 $340 75 registration information registration information registration information Bank Transfers are payable only in U.S. dollars drawn from a U.S. bank. Transferred funds must be sent to: Commerce Bank 317 Madison Ave. New York, NY 10017 ABA number: 026013673 Account name: RIMS Operating Account Account number: 7920319089 Sessions Pre-Registrations: Don’t Forget! Registrant is responsible for all bank charges, including a $30 RIMS processing fee, which must be added to the total amount transferred. The bank order must include the registrant name(s) and company. Please enclose a copy of your bank order with your registration materials. To pre-register for sessions or to change your session selections, please visit www.RIMS.org/ConferenceChanges. Login is required. Select the icon “Change Session Selections.” Please remember to save your selections or changes by clicking “Next”at the bottom of the Web page. RIMS Federal Tax ID # 13-1860397 Please note: RIMS strongly requests that you honor your course selections. If, on-site, you wish to attend a session for which you have not pre-registered, we ask that you wait until the session begins before taking a seat if space availability remains. On-site Registration On-site registration will open at 10:00 am on April 29 at: Ernest N. Morial Convention Center 900 Convention Center Boulevard New Orleans, Louisiana 70130 Tel: (504) 582-3023 Registration kiosks are available on-site for quick check-in. Registration Options Full Conference Pass •Admission to RIMS opening reception plus one guest aged 21+ (Sunday) •RIMS Opening Session and Keynote Address (Monday) •Lunch daily (Monday—Thursday) •All sessions (Monday—Thursday) •Admission into Exhibit Hall (Monday—Wednesday) •All special events in the Exhibit Hall (Monday—Wednesday) •All special events (Sunday—Thursday) Due to space restrictions, we request that you register in advance for select sessions, lunches and special events that you wish to attend. Although sessions are on a first come, first-served basis, completing the online session pre-registration form will allow RIMS to assign each session a size-appropriate room in order to accommodate all interested participants. Cancellation / Change Policy Requests for cancellations, refunds or registration downgrades must be submitted by March 30 and will be subject to a $75 administrative fee. You may make the cancellation/change request on the Web at www.RIMS.org/ConferenceChanges. Refunds will be issued 60 days following the conference. Please note: Requests made after March 30 will not receive a refund, credit or price adjustment. RIMS is responsible solely for processing the conference registration fee. Housing and travel changes or cancellations must be made directly with Wyndham Jade via fax to (972) 349-5867. On-site Registration / Substitutions One Day Pass •All sessions on the day •Lunch on the day •Admission into Exhibit Hall on the day •Admission to special events on the day RIMS will accept on-site registration payments made with Visa, American Express and MasterCard. Other acceptable forms of payment on-site include cash, corporate / personal / travelers’ checks or money orders payable in U.S. funds, drawn on a U.S. bank. Please note: Monday registrants are admitted to the Opening Session and Keynote Address, and the Opening Reception (Sunday) plus one guest aged 21+. Conference credentials will be released solely to the individual whose name appears on the badge. Proper identification is required (driver’s license, passport or credit card). Business cards are not an acceptable form of identification. Thursday (half day) Pass •Morning sessions •Lunch Substitution for registered attendees will not be accepted without written authorization on corporate stationary, and will be subject to a $75 administrative fee. A $30 non-refundable fee will be charged to replace lost badges. Registration Hours Sunday, April 29 Monday, April 30 Tuesday, May 1 Wednesday, May 2 Thursday, May 3 76 10:00 am – 5:30 pm 7:00 am – 5:00 pm 8:00 am – 5:00 pm 8:00 am – 5:00 pm 8:00 am – 12:00 noon Corporate Members A RIMS corporate member is an organization that has been accepted for membership and has paid annual Society dues plus applicable local chapter dues. Included in Society dues are two deputy members or representatives. Additional deputy members may be added to the corporate membership (subject to eligibility) for an additional fee of U.S. $150 plus applicable chapter dues. Membership and benefits may not be transferred without prior approval by RIMS. Corporate Membership Multiple Registrant Discount If a member organization registers two dues-paying deputy members for Full Conference Passes, any subsequent dues-paying deputy members may register at a discounted rate (refer to rates in the Registration Fees table on page 75). Associate Members A RIMS associate member is an individual who has been accepted as an associate of the Society and has paid annual Society dues plus applicable local chapter dues. If you are a Chapter Associate only and have not paid Society dues to RIMS, you must register at the non-member rate. Associate membership may not be transferred or re-assigned. Affiliate Members A RIMS affiliate member is an individual who has been accepted as an affiliate of the Society upon separation from a member company and have paid annual Society dues plus applicable local chapter dues. Affiliate membership terminates upon acceptance of employment. Educational Members Educational members are individuals who are faculty members teaching risk management, insurance or benefits courses, or chairing a department which offers risk management, insurance or benefits courses as their primary focus, and have paid Society dues plus applicable local chapter dues. Student Members A student membership may be granted to a full-time student enrolled in at least twelve (12) credit hours per term in a college or university, provided that the individual is not eligible for membership in another category. Society and applicable local chapter dues must be paid prior to registration. Please note: RIMS recommends that eligible parties sign up for RIMS student membership at the rate of $50 to gain access to a number of benefits which include a discounted conference registration for a fee of $140! Privacy Policy—RIMS Respects Your Privacy •E-mail addresses—RIMS will not release your e-mail address to any third parties. •Mailing information—RIMS provides an attendee mailing list to exhibitors for one-time usage. If you wish to be excluded from this communication, please check the respective box during the registration process. •Demographic information—your individual and company demographic information, name and address is stored in the bar code on your conference badge. If you allow an exhibitor to scan your badge you are releasing this information to that exhibitor. If you do not want your demographics included in your badge information, please check the respective box during the registration process. By registering for RIMS 2007 New Orleans, you accept that photographs taken of you by the Risk and Insurance Management Society, Inc. (RIMS) or its service providers may be used for future RIMS literature and promotional materials, including but not limited to annual reports, magazines and newsletters, future conference programs or other promotional material, and on the Internet by RIMS and its service providers. RIMS reserves the right to publish the names of conference participants in production materials and on the Internet. Press Registration and Press Conference Facilities Ernest N. Morial Convention Center Rooms 222 and 223 RIMS welcomes media to attend RIMS 2007 New Orleans. A limited number of press passes are available for credentialed journalists. The press room is equipped with Internet lines for laptops, desktop computers, printers and a telephone. Wireless Internet connections are available in public spaces of the convention center. The press room is the central location to obtain news on the conference, conduct interviews and file stories. The press conference room, adjacent to the press room, is scheduled with back-to-back announcements on the newest industry developments. Interested parties may rent the press conference room. For information on press passes or to book the press conference room, please contact Felicia Messimer, RIMS Communications Associate, at (212) 655-6057 or [email protected]. Retired Members Retired membership is extended to an individual who was previously employed in risk management or one of its related specialties and who is a former RIMS deputy member, educational or associate member prior to full retirement and not eligible for any other category of membership. Society and applicable local chapter dues must be paid prior to registration. 77 registration information Registration Categories 2007 Application for Corporate Membership Join Today and Save • www.RIMS.org/JoinToday Please return completed application and payment to: Risk and Insurance Management Society, Inc. P.O. Box 95000-2345 Philadelphia, PA 19195-2345 Tel: (212) 655-6040 • Fax: (212) 655-7430 [email protected] • www.RIMS.org Federal Tax ID# 13-1860397 Referred by: __________________________________________________________________________________________________________________ ABOUT YOUR ORGANIZATION (please print) Name of organization requesting membership in RIMS _____________________________________________________________________ Organization’s Website ____________________________________________________________________________________________ Does your organization have a formal risk/insurance management department? ❏ Yes ❏ No, indicate department responsible for risk/insurance management. ___________________________________________________________________________________________________ Provide a three to five word description of your organization’s primary function, i.e., primary care hospital, commercial bank, clothing retailer, etc. ______________________________________________________________________________________________________________ Provide your company’s three digit SIC code (Standard Industry Classification) _____________________________ ABOUT YOUR PRIMARY REPRESENTATIVE: (Deputy responsible for your organization’s voting rights in RIMS.) ❏ Mr. ❏ Ms. ❏ Mrs. ❏ Dr. ❏ Other ________________________ First Name __________________________ MI ___ Last Name___________________________________Nickname __________________ Title ________________________________ ❏ Male ❏ Female Year of Birth | | | | | (optional, for statistical purposes) Mailing Address __________________________________________________________________________________________________ City __________________________________ State/Province ________ Zip/Postal Code __________________ Country _______________ Telephone ____________________________________ Extension _______________ Fax ______________________________________ E-Mail Address (application will not be processed without e-mail address)_________________________________________________________________ Street Address (if different from mailing address) __________________________________________________________________________ City __________________________________ State/Province ________ Zip/Postal Code __________________ Country _______________ Are you a salaried employee of the organization requesting membership? ❏ Yes ❏ No Do you obtain your salary or other remuneration directly from an organization other than the organization requesting membership? ❏ Yes ❏ No Are you responsible for internal risk management functions for your organization? ❏ Yes ❏ No Is your position in risk management: ❏ Full-time (risk management constitutes 90%+ of duties) ❏ Part-time (duties in addition to risk management) If part-time, what non-risk management responsibilities do you have? ________________________________________________________ Which risk management functions are you directly involved in? (Check all that apply) Property ❏ Alt. Risk Transfer ❏ Claims Mgmt. ❏ Insurance Purchase ❏ Risk Control ❏ Self Insurance Liability ❏ Alt. Risk Transfer ❏ Claims Mgmt. ❏ Insurance Purchase ❏ Risk Control ❏ Self Insurance Workers’ Compensation ❏ Alt. Risk Transfer ❏ Claims Mgmt. ❏ Insurance Purchase ❏ Risk Control ❏ Self Insurance Health/Medical ❏ Alt. Risk Transfer ❏ Claims Mgmt. ❏ Insurance Purchase ❏ Plan Design ❏ Self Insurance Other ❏ ADA Compliance ❏ Captives ❏ Disability ❏ Disaster Planning ❏ Employee Assist. ❏ Environmental ❏ Financial ❏ Risk Assessment ❏ Enterprise ❏ Long Term Health Care ❏ Pension, Savings, Invest. ❏ Information Systems ❏ Safety ❏ Security ❏ Wellness ❏ Operational Do you sell/manage products or services to risk managers or perform services/consulting for risk management clients? (Includes underwriting, selling, brokering, regulating or rating of insurance; actuarial, risk management or employee benefits-related services, including but not limited to risk management consulting, rehabilitation, mediation, environmental services, disaster recovery, etc.; investigation or settlement of losses, providing legal services; or executive recruitment and/or personnel recruitment). If you have answered yes, please complete Associate of the Society application. ❏ Yes ❏ No Would you like to be included in RIMS’ online Member Directory? ❏ Yes ❏ No If No, may we release your contact information to other RIMS members upon request? ❏ Yes ❏ No 1 79 2007 Application for Corporate Membership Join Today and Save • www.RIMS.org/JoinToday Occasionally RIMS releases its membership mailing list to outside organizations offering products or services that may be of value to members. May we release your name and address? ❏ Yes ❏ No PRIMARY REPRESENTATIVE (DEPUTY) CHAPTER AFFILIATION All RIMS members belong to a local chapter and are required to pay local chapter dues. What is your Chapter Preference? Chapter Preference _______________________________________________________________________________ Chapter #| | | | | ABOUT YOUR SECOND REPRESENTATIVE (non-voting) ❏ Mr. ❏ Ms. ❏ Mrs. ❏ Dr. ❏ Other ________________________ First Name __________________________ MI ___ Last Name___________________________________Nickname __________________ Title ________________________________ ❏ Male ❏ Female Year of Birth | | | | | (optional, for statistical purposes) Mailing Address __________________________________________________________________________________________________ City __________________________________ State/Province ________ Zip/Postal Code __________________ Country _______________ Telephone ____________________________________ Extension _______________ Fax ______________________________________ E-Mail Address (application will not be processed without e-mail address)_________________________________________________________________ Street Address (if different from mailing address) __________________________________________________________________________ City __________________________________ State/Province ________ Zip/Postal Code __________________ Country _______________ Are you a salaried employee of the organization requesting membership? ❏ Yes ❏ No Do you obtain your salary or other remuneration directly from an organization other than the organization requesting membership? ❏ Yes ❏ No Is your position in risk management: ❏ Full-time (risk management constitutes 90%+ of duties) ❏ Part-time (duties in addition to risk management) If part-time, what non-risk management responsibilities do you have? ________________________________________________________ Are you responsible for internal risk management functions for your organization? ❏ Yes ❏ No Which risk management functions are you directly involved in? (Check all that apply) Property ❏ Alt. Risk Transfer ❏ Claims Mgmt. ❏ Insurance Purchase ❏ Risk Control ❏ Self Insurance Liability ❏ Alt. Risk Transfer ❏ Claims Mgmt. ❏ Insurance Purchase ❏ Risk Control ❏ Self Insurance Workers’ Compensation ❏ Alt. Risk Transfer ❏ Claims Mgmt. ❏ Insurance Purchase ❏ Risk Control ❏ Self Insurance Health Medical ❏ Alt. Risk Transfer ❏ Claims Mgmt. ❏ Insurance Purchase ❏ Plan Design ❏ Self Insurance Other ❏ ADA Compliance ❏ Captives ❏ Disability ❏ Disaster Planning ❏ Employee Assist. ❏ Environmental ❏ Financial ❏ Risk Assessment ❏ Enterprise ❏ Long Term Health Care ❏ Pension, Savings, Invest. ❏ Information Systems ❏ Safety ❏ Security ❏ Wellness ❏ Operational Do you sell/manage products or services to risk managers or perform services/consulting for risk management clients? (Includes underwriting, selling, brokering, regulating or rating of insurance; actuarial, risk management or employee benefits-related services, including but not limited to risk management consulting, rehabilitation, mediation, environmental services, disaster recovery, etc.; investigation or settlement of losses, providing legal services; or executive recruitment and/or personnel recruitment). If you have answered yes, please complete Associate of the Society application. ❏ Yes ❏ No Would you like to be included in RIMS’ online Member Directory? ❏ Yes ❏ No If No, may we release your contact information to other RIMS members upon request? ❏ Yes ❏ No Occasionally RIMS releases its membership mailing list to outside organizations offering products or services that may be of value to members. May we release your name and address? ❏ Yes ❏ No SECOND REPRESENTATIVE (DEPUTY) CHAPTER AFFILIATION All RIMS members belong to a local chapter and are required to pay local chapter dues. What is your Chapter Preference? Chapter Preference ______________________________________________________________________________ Chapter #| | | | | 2 80 Join Today and Save • www.RIMS.org/JoinToday 2007 Application for Corporate Membership Risk and Insurance Management Society, Inc. P.O. Box 95000-2345 Philadelphia, PA 19195-2345 Tel: (212) 655-6040 • Fax: (212) 655-7430 [email protected] • www.RIMS.org Federal Tax ID# 13-1860397 Chapter Preference ______________________________________________________________________________ Chapter #| | | | | Corporate Membership Dues (includes 2 reps.) – $465.00 per company Additional Corporate Member Representative Dues – $150.00 each $ __________ $ __________ Chapter Dues* Total $ __________ $ __________ MEMBERSHIP DUES If you are employed by a service provider, please provide a current job description. Organizations that designate internal risk management employees are eligible to be members. Two employees working in risk management are included in Society dues. Additional non-voting corporate member representatives (subject to approval) may be added at an annual cost of $140 U.S. per person, plus applicable chapter dues. Please photocopy and complete the Corporate Member second representative (non-voting) section for each additional representative. Corporate membership is held by the organization and is non-transferable. Membership dues are non-refundable. You will be billed annually for dues to coincide with the month that you joined RIMS. Renewal notices are mailed approximately 90 days prior to the anniversary date. The Risk Management Magazine subscription price of one year ($70 U.S.) is included in your membership dues and may not be deducted. PAYMENT METHOD ❏ Check enclosed * Please bill my credit card: ❏ American Express ❏ VISA ❏ MasterCard Card No.________________________________________________________________________ Exp. Date ________________________ Print name as it appears on card ______________________________________________________________________________________ Signature _______________________________________________________________________________________________________ Chapter dues not included with this application will be billed directly to your credit card or invoiced by RIMS or the Chapter. Please remit payment in U.S. funds, drawn on a U.S. bank, payable to Risk and Insurance Management Society, Inc., with this application or fill in the appropriate credit card payment information above. Bank transfers are payable only in U.S. dollars drawn from a U.S. bank, by transferring funds into the RIMS account as follows: Commerce Bank, 469 Seventh Avenue, New York, NY 10018, Acount name: RIMS Operating Account, Account number: 7920319089, ABA number: 026013673. Applicant is responsible for all bank charges. Please add additional $30 for bank transfers. The bank order must include the applicant’s name(s) and company. Please enclose a copy of your bank order with your membership application. You will receive notification of your active membership after your application is processed. Membership status will be effective upon approval of application and receipt of all applicable dues. Please allow 2-4 weeks for processing. U.S. Taxpayers: RIMS dues are not deductible as a charitable contribution for tax purposes but may be deductible as a business expense. Due to lobbying activities only a portion of the dues may be deductible as a business expense. Members will be advised each year of the non-deductible portion of the Society dues. MEMBERSHIP PLEDGE I verify that the information herein is true and accurate, and that I have read Article IV – Membership, Section 1 of RIMS’ Constitution and Bylaws located at www.rims.org/bylaws and hereby certify that our organization is eligible for membership in the Risk and Insurance Management Society, Inc. I further affirm that our organization will subscribe to the objectives of RIMS and abide by RIMS’ Constitution and Bylaws and any amendments thereto. Name of Organization ______________________________________________________________________________________________ Signature of Primary Representative ___________________________________________________________ Date ____________________ I understand that by providing my mailing address, e-mail address, telephone number and fax number, I consent to receive communications sent by or on behalf of RIMS via these media. I also understand that RIMS will not share my e-mail address with other organizations. The Membership Fees are printed on this form. Chapter dues vary from chapter to chapter. The most up to date pricing can always be found on the rims.org Website. Membership or Chapter dues not included with this application or renewal will be billed directly to your credit card or invoiced by RIMS or the Chapter. Membership will not be processed until full payment is received. Please call 212.655.6040 for questions regarding total amount due. RIMS USE ONLY Source |3 | 2| 1| - | 0 |7 | 3 81 RIMS Chapter Listing C=Corporate Dues U N I T E D S TAT E S ALABAMA 001 Alabama (Birmingham) C=$100 per Individual A=$150 ALASKA 074 Alaska (Anchorage) C=$75 per Individual A=$75 Join online at www.RIMS.org/JoinToday ARIZONA 049 Arizona Central (Phoenix) C=$100 per Individual A=Chapter Collects CALIFORNIA 028 Golden Gate (San Francisco) C=$125 per Company A=$100 082 Inland Empire (Greater Palm Springs) C=$75 per Company, $75 after 2nd deputy A=$100 033 Los Angeles C=$100 per Company, $15 after 2nd deputy A=$100 052 Orange County (Orange) C=$100 per Company A=$100 088 Sacramento Valley C=$100 per Company, $50 after 2nd Deputy A=$100 045 San Diego C=$25 per Individual A=$175 073 Santa Clara Valley C=$100 per Company, $25 after 2nd Deputy A=$65 COLORADO 018 Rocky Mountain (Denver) C=$75 per Individual A=$120 CONNECTICUT 012 Connecticut Valley (Cromwell) C=$50 per Company A=$50 044 Fairfield/Westchester (Greenwich) C=$50 per Company A=$50 DISTRICT OF COLUMBIA 070 Potomac (Washington, D.C.) C=$75 per Company A= $90 FLORIDA 016 Broward (Fort Lauderdale) C=$55 per Company A=$65 085 Florida North Central (Orlando) C=$35 per Company, $10 after 2nd Deputy A=$35 093 Greater Miami C=$75 per Company A=$75 065 North Florida (Jacksonville) C=$80 per Individual A=$80 089 Palm Beach C=$50 per Company, $25 after 2nd Deputy A=$100 090 Southwest Florida (Naples) C=$155 per Company, $35 after 2nd Deputy A=$155 048 Tampa Bay C=$50 per Company, $50 after 2nd Deputy A=$50 GEORGIA 003 Atlanta C=$75 per Company, $50 after 2nd Deputy A=$10 82 HAWAII 019 Hawaii (Honolulu) C=$25 per Company A= Chapter Collects ILLINOIS 009 Chicago C=$100 per Company A=$200 083 Mid-Illinois (Peoria/Bloomington) C=$75 per Company, $10 after 2nd Deputy A=$75 INDIANA 042 Indiana (Indianapolis) C=$35 per Individual A=Chapter Collects IOWA 086 060 Greater Quad Cities (Muscatine) C=$75 per Company A=$150 Iowa (Des Moines) C=$35 per Company, $35 after 2nd Deputy A=$35 KANSAS 017 Greater Kansas City C=$35 per Individual A=$40 KENTUCKY 053 Kentuckiana/Bluegrass (Louisville & Lexington) C=$50 per Company, $50 after 2nd Deputy A=Chapter Collects LOUISIANA 034 South Louisiana (New Orleans) C=$75 per Company $50 after 2nd Deputy A=$175 MARYLAND 008 Chesapeake (Baltimore) C=$75 per Company, $75 after 2nd Deputy A=$100 070 Potomac (Washington, D.C.) C=$75 per Company A=$90 MASSACHUSETTS 022 Massachusetts (Boston) C=$75 per Company A=Chapter collects MICHIGAN 015 Detroit C=$100 per Company A=$100 054 Western Michigan (Grand Rapids) C=$50 per Company A=$50 MINNESOTA 024 Minnesota (Minneapolis) C=$75 per Company $25 after 2nd Deputy A=$75 MISSOURI 017 Greater Kansas City C=$35 per Individual A=$40 084 Ozarks Area (Springfield) C=$30 per Company A=$150 032 St. Louis C=$75 per Individual A=$50 NEBRASKA 043 Great Plains (Omaha) C=$90 per Company, $45 after 2nd Deputy A=$45 NEVADA 081 Nevada (Las Vegas) C=$115 per Company, $65 after 2nd Deputy A=$165 NEW JERSEY 026 New Jersey (Edison) C=$75 per Individual A=$100 014 Delaware Valley (Philadelphia) C=$65 per Company, $35 after 2nd Deputy A=$60 NEW YORK 101 Long Island (Woodbury) C=$75 per Company A=Chapter Collects 027 New York (New York City) C=$100 per Company A=$100 036 Upstate New York (Rochester) C=$90 per Company A=$120 NORTH CAROLINA 005 Carolinas (Charlotte) C=$75 per Company, $25 after 2nd Deputy A=$75 047 Piedmont (Raleigh-Durham) C=$25 per Company $25 after 2nd Deputy A=$50 OHIO 007 010 011 087 Central Ohio (Columbus) C=$50 per Company, $50 after 2nd Deputy A=$50 Ohio River Valley (Cincinnati) C=$100 per Company A=Chapter Collects Northeast Ohio (Cleveland) C=$75 per Company, $25 after 2nd Deputy A=Chapter Collects Toledo C=$50 per Company $25 after 2nd Deputy A=$100 OKLAHOMA 072 Central Oklahoma (Oklahoma City) C=$100 per Individual A=$200 029 Eastern Oklahoma (Tulsa) C=$160 per Company, $65 after 2nd Deputy A=$200 OREGON 030 Oregon (Portland) C=$75 per Company, $10 after 2nd Deputy A=$100 PENNSYLVANIA 058 Central Penn (Harrisburg) C=Chapter Collects A=Chaper Collects 014 Delaware Valley (Philadelphia) C=$65 per Company, $35 after 2nd Deputy A=$60 031 Pittsburgh C=$40 per Company $40 after 2nd Deputy A=$40 SOUTH CAROLINA 076 Palmetto (Columbia) C=$50 per Company A=Chapter Collects 071 Western Carolina (Greenville) C=$40 per Company A=$40 A=Associate of the Society Dues 020 056 UTAH 069 Houston C=$100 per Company, $30 after 2nd Deputy A=$125 South Texas (San Antonio) C=$100 per Company, $30 after 2nd Deputy A=$125 Utah (Salt Lake City) C=$100 per Company A=$125 VIRGINIA 070 Potomac (Washington, D.C.) C=$75 per Company A=$90 037 Virginia (Williamsburg) C=$60 per Company A=Chapter Collects WASHINGTON 038 Washington (Seattle) C=$25 per Individual A=$25 WISCONSIN 039 Wisconsin (Milwaukee) C=$100 per Company A=$175 C A N A DA ALBERTA 061 Northern Alberta (Edmonton) C=Chapter Collects A=Chapter Collects 002 Southern Alberta (Calgary) C=Chapter Collects A=Chapter Collects BRITISH COLUMBIA 004 British Columbia (Vancouver) C=CDN $50 per Company A=CDN $100 MANITOBA 051 Manitoba (Winnipeg) C=CDN $25 per Company, CDN $25 after 2nd Deputy A=CDN $25 NEW BRUNSWICK/ NOVA SCOTIA 091 Maritime Chapter C=Chapter Collects A=Chapter Collects NEWFOUNDLAND & LABRADOR 063 Newfoundland & Labrador (St. John’s) C=Chapter Collects A=Chapter Collects ONTARIO 062 Canadian Capital (Ottawa) C=CDN $75 per Company, A=Chapter Collects 035 Ontario (Toronto) C=CDN $100 per Company, CDN $30 after 2nd Deputy A=CDN $150 091 Maritime Chapter C=Chapter Collects A=Chapter Collects QUEBEC 025 Quebec (Montreal) C=CDN $75 per Company A=Chapter Collects SASKATCHEWAN 064 Saskatchewan (Saskatoon/Regina) C=Chapter Collects A=Chapter Collects J A PA N TENNESSEE 059 Cumberland (Nashville) C=$50 per Company $25 after 2nd Deputy A=$75 023 Memphis C=$200 per Company A=Chapter Collects 103 Japan (Tokyo) C=Chapter Collects A=Chapter Collects TEXAS 080 Central Texas (Austin) C=$100 per Company $25 after 2nd Deputy A=$125 013 Dallas-Fort Worth C=$50 per Individual A=$50 All dues subject to change. Chapter Collects = chapter will invoice directly for chapter dues. MEXICO 104 Mexico (Monterrey) C=Chapter Collects A=Chapter Collects Join Today and Save • www.RIMS.org/JoinToday 2007 Application for Associate Membership Please return completed application and payment to: Risk and Insurance Management Society, Inc. P.O. Box 95000-2345 Philadelphia, PA 19195-2345 Tel: (212) 655-6040 • Fax: (212) 655-7430 [email protected] • www.RIMS.org Federal Tax ID# 13-1860397 Referred by: ______________________________________________________________________________ ABOUT YOU (please print) ❏ Mr. ❏ Ms. ❏ Mrs. ❏ Dr. ❏ Other ________________________ First Name __________________________ MI ___ Last Name___________________________________Nickname __________________ Title ________________________________ ❏ Male ❏ Female Year of Birth | | | | | (optional, for statistical purposes) Mailing Address __________________________________________________________________________________________________ City __________________________________ State/Province ________ Zip/Postal Code __________________ Country _______________ Telephone ____________________________________ Extension ______________ Fax ______________________________________ E-Mail Address __________________________________________________________________________________________________ Street Address (if different from mailing address) __________________________________________________________________________ City __________________________________ State/Province ________ Zip/Postal Code __________________ Country _______________ Would you like to be included in RIMS’ online Member Directory? ❏ Yes ❏ No If No, may we release your contact information to other RIMS members upon request? ❏ Yes ❏ No Occasionally, RIMS releases its membership mailing list to outside organizations offering products or services that may be of value to members. May we release your name and address? ❏ Yes ❏ No ABOUT YOUR ORGANIZATION Complete the following information: Current Employer _________________________________________________ Website ________________________________________ Type of Business Provide a one to three word description of your organization’s primary function, i.e., third party administrator, insurance broker, RMIS sales, etc. ______________________________________________________________________________________________________________ Which of the following activities are you engaged in? (Check all that apply) ❏ Actuarial Services ❏ Risk Management Services/Consulting ❏ Executive/Personnel Recruitment ❏ Rating of Insurance ❏ Investigation/Settlement of Losses ❏ Regulating of Insurance ❏ Employee Benefits Services ❏ Selling or Brokering of Insurance ❏ Environmental Services ❏ Underwriting of Insurance ❏ Legal Services CHAPTER AFFILIATION All RIMS members belong to a local chapter and are required to pay local chapter dues, unless your local chapter does not accept Associate members. What is your Chapter Preference? See page 74 for chapter listing. Please indicate only one chapter. Chapter Preference _______________________________________________________________________________ Chapter #| | | | | 1 83 2007 Application for Associate Membership Join Today and Save • www.RIMS.org/JoinToday ELIGIBILITY REQUIREMENTS 84 Associate of the Society: An individual who can confirm their commitment to uphold and further the risk management discipline and is not eligible to be a representative of a corporate member. This includes, but is not limited to, individuals working for brokers, insurers and third party administrators who provide services to risk management/insurance clients, lawyers, and consultants. This membership belongs to the individual and can be taken from employer to employer. The individual, not the company, holds the Membership. Membership dues are non-refundable and membership is non-transferable. You will be billed annually for dues to coincide with the month that you joined RIMS. Renewal notices are mailed approximately 60 days prior to the anniversary date. The Risk Management magazine subscription price of one year ($70 U.S.) for each individual is included in your membership dues, and may not be deducted. PAYMENT METHOD Associate of the Society - $485.00 per individual Chapter Dues* Total ❏ Check enclosed* Please bill my credit card: $ __________ $ __________ $ __________ ❏ American Express ❏ VISA ❏ MasterCard Card No._________________________________________________________________________ Exp. Date _____________________ Print name as it appears on card ____________________________________________________________________________________ Signature _____________________________________________________________________________________________________ *Chapter dues not included with this application will be billed directly to your credit card or invoiced by RIMS or the Chapter. Please remit payment in U.S. funds, drawn on a U.S. bank, payable to Risk and Insurance Management Society, Inc., with this application or fill in the appropriate credit card payment information above. Bank transfers are payable only in U.S. dollars drawn from a U.S. bank, by transferring funds into the RIMS account as follows: Commerce Bank, 317 Madison Avenue, New York, NY 10017, Acount name: RIMS Operating Account, Account number: 7920319089, ABA number: 026013673. Applicant is responsible for all bank charges. The bank order must include the applicant’s name(s) and company. Please enclose a copy of your bank order with your membership application. You will receive notification of your active membership after your application is processed. Membership status will be effective upon approval of application and receipt of all applicable dues. Please allow 2-4 weeks for processing. U.S. Taxpayers: RIMS dues are not deductible as a charitable contribution for tax purposes but may be deductible as a business expense. Due to lobbying activities, only a portion of the dues may be deductible as a business expense. Members will be advised each year of the non-deductible portion of the Society dues. MEMBERSHIP PLEDGE I verify that the information herein is true and accurate, and that I have read Article IV - Membership, Section 1 of RIMS’ Constitution and Bylaws located at www.rims.org and hereby certify that I am eligible for membership in the Risk and Insurance Management Society, Inc. I further affirm that I will subscribe to the objectives of RIMS and abide by RIMS’ Constitution and Bylaws and any amendments thereto. Name _______________________________________________________________________________________________________ Signature ____________________________________________________________________________ Date ____________________ I understand that by providing my mailing address, e-mail address, telephone number and fax number, I consent to receive communications sent by or on behalf of RIMS via these media. I also understand that RIMS will not share my e-mail address with other organizations. The Membership Fees are printed on this form. Chapter dues vary from chapter to chapter. The most up to date pricing can always be found on the rims.org Website. Membership or Chapter dues not included with this application or renewal will be billed directly to your credit card or invoiced by RIMS or the Chapter. 2 RIMS USE ONLY Source |3 | 2 | 1 | - | 0 |7 | To make the reservations process as easy and cost-effective as possible, RIMS has secured discounts for your accommodations, airfare and car rental. We also offer shuttle bus service between the convention center and all designated properties, as well as recommend transportation to and from the airport. What’s more, we offer easy access to all the information and a seamless reservation system on our web site at www.RIMS.org/RIMS2007. reservations outside the U.S. and Canada contact your local Continental reservations office. Please reference the Z code number ZUF5 and Agreement Code number BVFRMH. You can also book your reservations online at www.RIMS.org/RIMS2007. In the offer code box, please enter Z code number ZUF5 and Agreement Code number BVFRMH. To avoid a service fee and receive an additional 3% discount off published fares, book your reservations online. Please remember to include the Z code and agreement code in the offer code box. Hotel Reservations Let RIMS Book Your Accommodations! New Orleans offers an array of accommodations, from charming boutique properties to world-class hotels. RIMS has blocked space at a variety of venues in New Orleans. All recommended hotels will offer special discounts and amenities for conference attendees. Wyndham Jade, the official housing bureau for RIMS 2007, will process and confirm your hotel arrangements. View information on 24 properties and book your accommodations today by navigating our quick and easy online reservation system at www.RIMS.org/RIMS2007. You may also call Wyndham Jade directly at (800) 347-4372 or (972) 349-7682. Please note: •Reservations must be made by March 30, 2007. After that date our negotiated discounts may no longer apply. •In the case that your hotel choice is no longer available, Wyndham Jade will make suggestions for comparable accommodations. •All reservations, cancellations or changes for designated hotels must be made via Wyndham Jade. If there are discrepancies with reservations, designated venues will honor housing information received through our housing bureau. Airline Reservations Take Advantage of our Negotiated Discounts RIMS is pleased to announce that we have secured airfare discounts for participants who book their travel arrangements with American Airlines, Continental Airlines or United Airlines. You can obtain schedule information and book reservations with each of these airlines as follows: Please call the American Airlines Meeting Services Desk at (800) 433-1790 between 5:00 am and midnight Central Time, seven days a week. Please reference authorization number A4347AB. You can also book your reservations online at www.RIMS.org/RIMS2007. In the ENTER PASSENGER DETAILS section, please enter discount code A4347AB to obtain a special rate. Please call Continental Airlines MeetingWorks at (800) 468-7022 (in USA or Canada) between 7:00 am and10:00 pm Central Time, seven days a week. For Please call United Airlines at (800) 521-4041. Reference discount code 563SZ. Car Rentals As an added service to attendees, RIMS has secured discounted car rental rates with Avis. Avis is offering you special rates that include daily, weekend and weekly rates, as well as unlimited free mileage. To take advantage of these discounts, please contact Avis at (800) 331-1600. Don’t forget to reference the Avis Worldwide Discount (AWD) code J098317. You can also access this discount through our online reservation system at www.RIMS.org/RIMS2007. Airport Shuttle Airport Shuttle New Orleans offers service from New Orleans International Airport to the lobby of your hotel. A $2 discount is offered for roundtrip reservations made online at www.RIMS.org/RIMS2007. Visa Information for International Travelers Visitors to the U.S. may require a visa depending on the purpose of your visit. To obtain more information on acquiring a visa, please visit the International Visitors Office Web site at http://travel.state.gov. Please note: The average processing time for security clearance is 14 days. However, all visa applicants are encouraged to apply at your earliest convenience, or at least three to five months prior to travel to the U.S. Shuttle Buses Offering You Top-of-the-Line Transportation Services For your utmost convenience, RIMS has arranged comfortable and secure shuttle service between designated housing properties and the Ernest N. Morial Convention Center. Shuttles run in 15-minute intervals as follows: Sunday, April 29 from 9:00 am–8:00 pm; Monday, April 30 from 7:00 am–6:00 pm; Tuesday, May 1 from 8:00 am–6:00 pm; Wednesday, May 2 from 8:00 am–6:00 pm; and Thursday, May 3 from 8:00 am–3:00 pm Shuttle schedules will be available at all designated hotels and the Ernest N. Morial Convention Center. Please note: There will be no evening shuttle service, with the exception of Sunday as listed above. Shuttle service will not be provided for the Marriott Convention Center, Hampton Inn Convention Center, Hilton Garden Inn and Holiday Inn Select, as they are all located within walking distance of the Ernest N. Morial Convention Center. 89 travel & accommodations travel and accommodations hotel list Ce nte r 72 hours Prior To Arrival 6 Blocks Courtyard by Marriott CC 300 Julia Street 2 Sgl: $189/Dbl: $189 Tpl: $189/Quad: $189 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 2 Blocks Doubletree Hotel New Orleans 300 Canal Street 3 Sgl: $185/Dbl: $205 Tpl: $225/Quad: $245 AMEX, DV, DC VS, MC 3:00 pm 11:00 am 72 hours Prior To Arrival 4 Blocks Embassy Suites 315 Julia Street 4 Sgl: $204/Dbl: $224 Tpl: $244/Quad: $244 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival Hampton Inn & Suites 1201 Convention Center Blvd. 5 Sgl: $180/Dbl: $190 Tpl: $190/Quad: $190 AMEX, DV, DC VS, MC 3:00 pm 11:00 am Hilton Riverside * 2 Poydras Street 6 Sgl: $205/Dbl: $225 Tpl: $255/Quad: $285 AMEX, DV, DC VS, MC Holiday Inn Select New Orleans 881 Convention Center Blvd. 7 Sgl: $164/Dbl: $164 Tpl: $179/Quad: $179 Hotel Intercontinental 444 St. Charles Avenue 8 Iberville Suites 910 Iberville Street Dis tan ce to tion ella nc Ra om Ro Ma p On -Sit eB usin Par ess kin Ce gF nte ee r per da y Poo l Fitn ess Res Cente tau r ran ts Roo mS erv ice Co nci erg eD esk Hig hS pe ed Ear Inte ly C rne he t ck Ou Dis t Fe t (in ance e mil es) to Air po rt 4:00 pm 12:00 noon Co nve ntio n AMEX, DV, DC, VS, MC Pol icy Ca /C he ck Ou t tim e Ch ec k In Sgl: $184/Dbl: $204 Tpl: $224/Quad: $234 tes 1 Co de Cre dit Ca rds Ac ce pte d Ho tel Na me an dA dd res s 90 Astor Crowne Plaza 739 Canal Street ■ $28.00 ■ + tax ■ ■ ■ ■ $14.00 ■ + tax ■ ■ $28.00 ■ + tax ■ ■ ■ ■ ■ 1.5 Blocks ■ $26.00 ■ + tax ■ ■ ■ ■ ■ 15 72 hours Prior To Arrival Across the Street ■ $26.00 ■ Valet $18 Self ■ ■ 15 3:00 pm 12:00 noon 72 hours Prior To Arrival 3 Blocks ■ $25.00 ■ + tax ■ ■ ■ ■ 15 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 1 Block ■ $22.00 ■ + tax ■ ■ ■ ■ 15 Sgl: $233/Dbl: $233 Tpl: $263/Quad: $293 AMEX, DV, DC VS, MC 4:00 pm 12:00 noon 72 hours Prior To Arrival 10 Blocks ■ $29.00 ■ + tax ■ ■ ■ ■ ■ 9 Sgl: $184/Dbl: $184 Tpl: $204/Quad: $224 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 10 Blocks ■ $28.00 ■ + tax ■ ■ ■ ■ ■ 15 JW Marriott New Orleans 614 Canal Street 10 Sgl: $230/Dbl: $250 Tpl: $270/Quad: $290 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 8 Blocks ■ $29.00 ■ + tax ■ ■ ■ ■ ■ 15 Le Pavillon 833 Poydras Street 11 Sgl: $233/Dbl: $233 Dbl/Dbl: $253 Tpl: $253/Quad: $253 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 8 Blocks ■ $28.00 ■ + tax ■ ■ ■ ■ ■ ■ 15 Loews New Orleans Hotel 300 Poydras Street 12 Sgl: $264/Dbl: $264 Tpl: $294/Quad: $294 AMEX, DV, DC VS, MC 4:00 pm 12:00 noon 72 hours Prior To Arrival 5 Blocks ■ $29.00 ■ + tax ■ ■ ■ ■ ■ ■ 15 ■ ■ 15 ■ 15 ■ ■ 15 15 hotel list Ce nte r 72 hours Prior To Arrival Across the Street ■ $24.00 ■ + tax ■ ■ ■ ■ ■ 15 New Orleans Marriott * 555 Canal Street 14 Sgl: $200/Dbl: $220 Tpl: $260/Quad: $270 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 8 Blocks ■ $30.00 ■ + tax ■ ■ ■ ■ ■ 15 Renaissance Arts Hotel 700 Tchoupitoulas Sreet 15 Sgl: $224/Dbl: $224 Tpl: $254/Quad: $284 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 2 Blocks ■ $28.00 ■ + tax ■ ■ ■ ■ ■ 15 Renaissance Pere Marquette 817 Common Street 16 Sgl: $204/Dbl: $204 Tpl: $234/Quad: $264 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 1.5 Blocks ■ $28.00 ■ + tax ■ ■ ■ ■ ■ 15 Residence Inn Convention Center 345 St. Joseph Street 17 Sgl: $194/Dbl: $194 Tpl: $194/Quad: $194 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 4 Blocks $18.00 ■ ■ ■ 15 Ritz Carlton New Orleans 921 Canal Street 18 Sgl: $264/Dbl: $264 Tpl: $284/Quad: $304 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 10 Blocks ■ $28.00 ■ + tax ■ ■ ■ ■ ■ 16 Royal Sonesta Hotel 300 Bourbon Street 19 Sgl: $215/Dbl: $230 Tpl: $260/Quad: $290 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 12 Blocks ■ $30.00 ■ + tax ■ ■ ■ ■ ■ ■ 15 Sheraton New Orleans * 500 Canal Street 20 Sgl: $198/Dbl: $221 Tpl: $246/Quad: $271 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 8 Blocks ■ $24.95 ■ + tax ■ ■ ■ ■ ■ ■ 15 Springhill Suites 301 St. Joseph Street 21 Sgl: $189/Dbl: $189 Tpl: $189/Quad: $189 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 3 Blocks ■ $16.00 ■ + tax ■ W New Orleans 333 Poydras Street 22 Sgl: $234/Dbl: $234 Tpl: $264/Quad: $294 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 4 Blocks ■ $28.00 ■ + tax ■ ■ ■ ■ ■ Windsor Court Hotel 300 Gravier Street 23 Sgl: $294/Dbl: $294 Tpl: $344/Quad: $394 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 3 Blocks ■ $28.00 ■ + tax ■ ■ ■ ■ ■ 15 Wyndham Canal Place 100 Rue Iberville 24 Sgl: $230/Dbl: $230 Tpl: $255/Quad: $280 AMEX, DV, DC VS, MC 3:00 pm 12:00 noon 72 hours Prior To Arrival 2 Blocks ■ $18.00 ■ + tax ■ ■ ■ ■ ■ 15 Dis tan ce to tion ella nc Ra om Ro Ma p On -Sit eB usin Par ess kin Ce gF nte ee r per da y Poo l Fitn ess Res Cente tau r ran ts Roo mS erv ice Co nci erg eD esk Hig hS pe ed Ear Inte ly C rne he t ck Ou Dis t Fe tan (in e mil ce to es) Air po rt 3:00 pm 12:00 noon Co nve ntio n AMEX, DV, DC VS, MC Pol icy Ca /C he ck Ou t tim e Ch ec k In Sgl: $224/Dbl: $224 Tpl: $244/Quad: $264 tes 13 Co de Cre dit Ca rds Ac ce pte d Ho tel Na me an dA dd res s Marriott Convention Center 859 Convention Center Blvd. ■ 15 ■ 15 *Headquarter Hotels Parking fees are subject to change. Not responsible for hotel changes. 91 hotel list hotel map new orleans hotel map 92 sightseeing tours Have you ever been to the New Orleans Jazz Festival? Toured the Louisiana bayous? Dined on genuine Cajun cuisine? Discovered the origins of Jazz? These are just a handful of the sightseeing experiences and tours that we offer guests of RIMS 2007 New Orleans. Once you decide which tours you would like to book, please fill out the registration form that follows. Please note that tour reservations must be received by Friday, March 30 in order to guarantee your participation. New Orleans Jazz and Heritage Festival April 27 – 29 and May 4 – 6 Circling the Crescent City 9:00 am – 12:00 noon The Big Easy ... The Crescent City ... The Birthplace of Jazz ... all phrases used to describe the elusive mystique of the historic city of New Orleans! The tour of this marvelous city begins in the famed French Quarter and continues through the many diverse neighborhoods of the city including St. Charles Avenue, the most prestigious and historic residential area, lined with stately mansions surrounded by semi-tropical gardens. You will also have an opportunity to visit an above-ground cemetery. $27.00 per person sightseeing tours The New Orleans Jazz and Heritage Festival is one of the world’s greatest celebrations with over 4,000 talented musicians, chefs and crafts people who assemble each spring to share their unique cultural and musical heritage. For more information, please visit: www.nojazzfest.com. Monday, April 30 Aquarium Of The Americas (Self-Guided Tour) Tuesday – Sunday: 10:00 am – 5:00 pm The Aquarium of the Americas is conveniently located at the foot of Canal Street. Here, you will encounter fish, birds, reptiles and plants just as they exist in their own specialized habitats in North, South and Central America. Please note: Transportation is not provided. $16.00 per person Sunday, April 29 Airboat Adventures 1:30 pm – 5:00 pm Come join us for an exhilarating airboat journey into the mystical swamps and bayous of Southern Louisiana. View the majesty of our ancient Louisiana wetlands as you swiftly glide into the depths of Cajun Country. Pass exotic tropical plants and wildlife—majestic herons, alligator, nutria and large turtles will be seen in abundance. Join us for an exhilarating airboat journey into the mystical swamps and bayous of Southern Louisiana. Please note: This tour is also offered on Wednesday, May 2. $68.00 per person Plantation Life 9:30 am – 4:00 pm Enjoy a ride on the picturesque River Road as you wend your way along the mighty Mississippi River. Your first stop will be made at Laura, a remarkable example of a mid-19th century Creole plantation that focuses on traditional Creole customs and enchanting albeit sometimes scandalous tales of local plantation life. Your next stop will be Houmas House Plantation and Gardens, where you will experience the southern splendor of “The Sugar Palace” when you step into 16 rooms filled with period antiques and Louisiana artwork before enjoying a sumptuous lunch. “110.00 per person Creole Promenade 1:30 pm – 3:00 pm In this complete walking tour of an historical New Orleans neighborhood, you will visit Jackson Square, site of the magnificent St. Louis Cathedral. Moving on to an authentically restored Creole mansion, you will behold the lacy ironwork balconies, lush tropical patios and mule-drawn carriages that are just some of the charms of the Vieux Carré. $35.00 per person 93 Wednesday, May 2 Mysteries of Louisiana Swamplands 9:00 am – 12:30 pm Artist Creations with Lunch at Ralph’s on the Park 10:00 am – 3:00 pm Join us for an incredible journey into the mysterious swamps and bayous of Southern Louisiana and experience the history of our wetlands and the rich Cajun heritage of the people who inhabit this region. As your swampboat travels into the depths of Cajun country, you will hear the tales of the Cajun folks amid exotic tropical plants and wildlife only found in the Louisiana wetlands. Expect to catch a glimpse of the swamp’s favorite son, the alligator, easing quietly through the shrouded waters. $45.00 per person New Orleans, a city of culture and cuisine, is blessed with a wonderful assortment of art museums and restaurants. The first stop is the New Orleans Museum of Art that permanently houses a spectacular collection of Fabergé jewels. Alongside the museum is the Sculpture Garden, a five-acre garden that features 60 sculptures, valued in excess of $25 million. After lunch at Ralph’s on the Park, you will venture into our thriving Warehouse District to visit the Opden Museum of Southern Art— showcasing art from fifteen Southern states and a museum affiliate of the Smithsonian Institution. $102.00 per person sightseeing tours Tuesday, May 1 Airboat Adventures 1:30 pm – 5:00 pm Come join us for an exhilarating airboat journey into the mystical swamps and bayous of Southern Louisiana. View the majesty of our ancient Louisiana wetlands as you swiftly glide into the depths of Cajun country. Pass exotic tropical plants and wildlife—majestic herons, alligator, nutria and large turtles will be seen in abundance. Please note: This tour is also offered on Sunday, April 29. $68.00 per person Thursday, May 3 Architectural Renaissance 10:00 am – 3:00 pm You will take a fascinating guided tour through two of New Orleans’ oldest residential neighborhoods, the Faubourg Marigny and the Garden District. These neighborhoods have evolved over the years from decay to opulent beauty. While strolling these areas you will have a rare opportunity to tour a home and dine at Commander’s Palace, the crown jewel of the Brennan’s Family restaurants. Please note: Shorts are not permitted in the restaurant. $110.00 per person Floral Design and Tour - Longue Vue Gardens and Estate 1:00 pm – 4:30 pm This lovely afternoon excursion offers glimpses into the resplendence of Southern Living in Louisiana.A magnificent home with elegant gardens fashioned after the great country houses of England, Longue Vue was built by Edgar and Edith Stern and reflects the lifestyle of a wealthy American family during the 1940’s. The estate spans acres of beautiful formal country gardens as well as lush, wild Louisiana flora. While enjoying tea and pastries in this beautiful setting, you will be joined by a celebrated florist who will provide a lively, interactive program as he brings stunning centerpieces and arrangements to life. $48.00 per person 94 Sights, Sounds, Savors … (Cooking demonstration with brunch) 9:30 am – 12:30 pm Our Cajun, Creole and Soul food is divine even to the utmost discerning palette. The proof exists on Magazine Street at The Savvy Gourmet. Here, brunch will be served along with a truly N’Awlins style cooking demonstration by one of our favorite local chefs. With joie de vivre the chef will introduce several tasty New Orleans style tidbits, as well as deliver some fabulous dishes that represent our historical cuisine. Fabulous cookware and equipment are also available for purchase at The Savvy Gourmet, doubling the pleasure of this fulfilling day. $83.00 per person New orleans optional tour registration form USA Hosts New Orleans - Risk and Insurance Management Society - New Orleans Optional Tour Registration Form Registration forms must be received at the USA Hosts Destination Services office by Friday, March 30, 2007. A confirmation will be e-mailed or mailed to you and should be considered your receipt. Please present this receipt at the RIMS Registration Booth at the Tour Desk in the Main Lobby Area at the Convention Center to receive your tour tickets. Actual tour tickets must be presented to board tours. Tour booth hours are Sunday from 10:00 am to 5:30 pm, Monday from 7:00 am to 5:00 pm, Tuesday and Wednesday from 8:00 am to 5:00 pm and Thursday from 8:00 am to 10:00 am. USA Hosts Destination Services is not responsible for any tickets not picked up during the advertised ticket hours. Departure point and ticket distribution for tours will be from Hall A of the Convention Center. However, the Aquarium of the Americas does not include transportation; you can still pick-up your ticket at Hall A. Please be at your departure point fifteen minutes prior to the departure time. We reserve the right to cancel a tour due to lack of registrations. In that event, your money will be refunded in full AFTER the convention. Payment must be in U.S. funds. Please fax form to: 504-524-8687. Tour Name # passengers Tuesday - Sunday 10:00 am – 5:00 pm Aquarium of the Americas (Self-guided) $16 pp x ________= ____$___________ Airboat Adventure $68 pp x ________= ____$___________ Circling the Crescent City Plantation Life Creole Promenade $27 pp $110 pp $35 pp x ________= ____$___________ x ________= ____$___________ x ________= ____$___________ Mysteries of Louisiana Swamplands Architectural Renaissance Longue Vue Gardens and Estate $45 pp $110 pp $48 pp x ________= ____$___________ x ________= ____$___________ x ________= ____$___________ Artists Creations with Lunch Airboat Adventure $102 pp $68 pp x ________= ____$___________ x ________= ____$___________ Sights, Sounds, Savors $83 x ________= ____$___________ Sunday, April 29, 2007 1:30 pm – 5:00 pm sightseeing tours Monday, April 30, 2007 9:00 am - 12:00 noon 9:30 am – 4:00 pm 1:30 pm – 3:00 pm Tuesday, May 1, 2007 9:00 am - 12:30 pm 10:00 am – 3:00 pm 1:00 pm - 4:30 pm Wednesday, May 2, 2007 10:00 am – 3:00 pm 1:30 pm – 5:00 pm Thursday, May 3, 2007 9:30 am - 12:30 pm pp Total $___________ Personal Information—Please print or type. Fax and/or E-mail information required. Name (please print): ______________________________________________________________________________________ Address (please print): ____________________________________________________________________________________ City: __________________________________________________ State/Province: ________________________________ Zip/Postal Code: ________________________________________ Country: ________________________________________ Phone: ____________________________ Fax: ____________________________ E-mail:______________________________ CC#: ______________________________ Exp Date: ________________________ AMEX Visa MC Signature: ______________________________________________________________________________________________ Special Needs: __________________________________________________________________________________________ Make checks payable to: USA Hosts New Orleans 530 Canal Street New Orleans, LA 70130 1-800-368-4678 or FAX your credit card information to: 504-524-8842 CANCELLATION: • Optional Tour registration deadline is March 30, 2007. Any registrations made after March 30th will be on a first come, first-served, space-available basis. • All tours are subject to cancellation if minimums are not met. • Where indicated, all tour prices include round trip transportation, USA Hosts Tour Guide, tax, lunch (where indicated) and all gratuities. • There will be no refunds or ticket exchanges after the registration deadline of Friday, March 30, 2007. • The undersigned releases USA Hosts New Orleans, RIMS and any of its employees from and against all claims, demands, suits, actions, losses (to person or property), damages, injuries (including personal or bodily injury or death), expenses (including attorney fees) or other liabilities of any kind, by or in favor of any person, directly or indirectly arising out of or in connection with the event, regardless of cause or fault. 95 Conference at a glance Saturday April 28 Sunday April 29 Monday April 30 Tuesday May 1 Wednesday May 2 Thursday May 3 7:30 am 8:00 am 8:30 am 9:00 am 9:30 am Building a Spencer/Gallagher Breakfast Successful Chapter Golf Tournament 8:00 am – 8:30 am Workshop 8:00 am - 5:00 pm Hall A 7:30 am - 4:30 pm Opening Session and Keynote Address House of Delegates Dr. Michael Meeting Osterholm 9:00 am Center for (Invitation only) Infectious Disease Research and RIMS Community Policy Service Day 9:00 am - 3:00 pm 8:00 am – 10:00 am Hall A 10:00 am 10:30 am 11:00 am Spencer/Logic Tennis Tournament 11:00 am First Timers Orientation 10:15 am - 11:15 am 11:30 am Noon Chapter Awards Presentation and Keynote Speaker Luncheon CEO Leadership David Maurstad Panel Luncheon FEMA 12:30 pm – 2:30 pm 12:00 noon – 1:30 pm Hall A Hall A 12:30 pm week at glance 1:00 pm 1:30 pm Exhibit Hall Networking Lunch and RIMS 2008 San Diego Kickoff 12:30 pm – 2:00 pm Exhibit Hall 1:45 pm 2:00 pm 2:30 pm Exhibit Hall Dessert Reception 2:30 pm – 3:30 pm 3:00 pm 3:30 pm 4:00 pm 4:30 pm 5:00 pm 6:00 pm 7:00 pm 8:00 pm 96 First Timers Orientation 4:15 pm - 5:15 pm RIMS Opening Reception 5:30 pm – 7:30 pm Hilton New Orleans Riverside Comedy Benefit featuring Dennis Miller 8:00 pm – 10:00 pm Conference Auditorium Keynote Speaker Luncheon David Holcombe International Speedway Corporation 12:30 pm – 2:00 pm Hall A