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21 March
Rick Pitts
Driven away from standard carriers by hard market conditions, many insureds (and even some insurance professionals) are encountering the excess and surplus lines market for the first time. This fast-paced hour is designed to remove some of the myster...
4 April
Scott Margraves
Cyber coverage is about more than just the liability exposures. It's about reputational damage, regulatory fees and fines, and much more. Join us as Scott Margraves brings us this timely session about the Cyber coverage that more clients need than ha...
18 April
Patrick Wraight
Business Income insurance is potentially more important to a business reopening after a property loss than the coverage for the building or business personal property. Join us as Academy Director, Patrick Wraight brings an important session on the ba...
25 April
Nancy Germond
Full description coming soon.
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50 E&O Tips You Should Never Forget
Read NowThe Insurance Professional's Practical Guide to Workers' Compensation: From History through Audit
Read Now*Click on an instructor's headshot to view their bio.
Patrick is the Director of Insurance Journal’s Academy of Insurance. As an insurance learning professional, he is passionate about taking the complicated and making it accessible for everyone, especially the insurance community.
He started his insurance career as a commercial underwriter for an MGA that wrote fire departments, ambulance companies, home medical equipment dealers, and other niche markets. It was there that he also started his journey in insurance education by designing and implementing a new underwriter training program.
From there, he moved to one of the largest Florida-based property insurers to become an underwriter trainer. While there, his role expanded beyond classroom and online training to become a learning consultant. He spent time with his customers to determine their learning needs and develop a plan to meet those needs.
Patrick is a prior President of SITE, the Society of Insurance Trainers and Educators.
Patrick has earned several industry designations:
Kathy Ryan, SPHR, is an award-winning author and owner of Pinnacle Coaching Group, LLC. Over the last 30 years, Kathy has influenced thousands of people in the business and non-profit sectors through her coaching, consulting, speaking and on-site training. Her expertise covers a wide range of subjects including leadership, communication, human resources management, team dynamics, and performance management.
Kathy earned her B.A. degree in psychology and history from Dickinson College in Carlisle, Pennsylvania and has been awarded a lifetime certification as a Senior Professional in Human Resources (SPHR) from the Society for Human Resources Management. She has experience working with diverse industries including insurance, hospitality and entertainment. She is certified in the use of the Myer-Briggs Type Assessment (MBTI), as well as a number of other assessments and tools to support development.
Kathy is author of the book, "You Have to Say the Words" An Integrity-Based Approach for Tackling Tough Conversations and Maximizing Performance, which won a Royal Palm Literary Award from the Florida Writers Association. Her interactive training program based on the book has helped thousands of managers to improve their coaching skills and drive performance. Her articles on leadership and other personal development topics have been published in numerous magazines including the Insurance Journal. You can follow Kathy’s blog, Inspired Leadership, at www.CoachKathyRyan.com .
Frederick J. Fisher, J.D. is currently the President of Fisher Consulting Group, Inc. and was the Founder of E.L.M. Insurance Brokers, a Wholesale & MGA facility specializing in Professional Liability and Specialty Line risks. He is a Member of the Editorial Board for Agents of America; a Faculty Member of the Claims College, and Member of the Executive Council, School of Professional Lines sponsored by the Claims & Litigation Management Association and Instructor for the Academy of Insurance.
Since his career began, Mr. Fisher focused on one vision: providing financial security to the client. The result was a successful 40-year career in Specialty Lines Insurance. In 1975, Mr. Fisher began his career on the service side, as an Independent E&O claims adjuster. In 1982, he bought the Company, continued with claims, while expanding the firm’s services to include qualitative claim auditing, risk management & loss control services, and acting as a TPA. In only 4 years, the annual billings increased by 400%. His claim auditing techniques and recommendations resulted in substantial client savings (including the SCRTD now known as the Los Angles MTA). Many Insurers and self-insureds adopted not only the performance standards raised in the audits but adopted his recommended Attorney Management Guidelines as a base, which are still in use today by many major insurers.
In 1995, he formed what is now known as ELM insurance Brokers, a firm that has acted as an MGA and Wholesale Broker of Professional Liability Insurance and Specialty Lines. From nothing, the firm grew rapidly to a $30 Million dollar facility when sold in 2008. He has lectured extensively on professional liability issues since 1978 and authored over 64 articles in trade journals and periodicals. He is the author of BROKER BEWARE, Selling Real Estate within the Law. He designed a program to conduct on-site pre-underwriting risk management assessments of a clients' professional liability exposures. In 1993, he was elected to the Professional Liability Underwriting Society (PLUS) Board of Trustees. After serving in all Officer capacities, he was elected President in 1997. He remains a Special Materials Expert for several RPLU courses and is the Senior Technical Advisor for The Professional Liability Manual, first published by the International Risk Management Institute in 1990. He has taught over 100 CE classes and lectures. He testifies regularly as an expert witness in cases dealing with the duties and obligations of professionals as well as on coverage and claims-made issues.
Nancy Germond is the Executive Director, Risk Management and Education, for the Independent Insurance Agents & Brokers of America, the “Big I.” She is located in Phoenix, Arizona. With almost four decades of risk management experience, her unique insights and abilities help businesses better understand and manage their risk. Nancy has authored scores of risk management-related articles, and white papers and has consulted and presented to public-sector and private-sector insurance organizations. She is a licensed P&C agent and adjuster.
A second-generation insurance professional, Nancy was the first risk manager of the City of Prescott, Arizona, and has worked in the private and public sectors as a claim and risk manager. Nancy holds a B.A. in Communication from Mills College and a Master’s degree in sociology from Lincoln University. She also holds the Associate in Risk Management, the Associate in Claims designation from the Insurance Institute of America, the Insurance Training Professional Designation from the Society of Insurance Trainers and is a Senior Professional in Human Resource Management.
Chris Burand is the Owner/Founder of Burand & Associates, LLC. Chris is the only insurance agency consultant with an Institute of Business Appraiser’s Certified Business Appraiser Accreditation and one of the very few who are certified by the two largest E&O carriers to provide audits for agencies. With more than 35 years of experience in the insurance industry, Chris is acknowledged as a leading consultant and is a nationally recognized speaker and author. His broad experience and wealth of knowledge have enabled him to work with hundreds of agencies, taking great care to learn the client’s goals and understand their needs while developing a solution for their specific situation.
Chris combines education, experience, and knowledge from multiple perspectives at proven levels that few other consultants or educators can provide. This enables Chris to provide holistic solutions. Chris’s services help agencies, individuals, and carriers identify strengths and opportunities, optimize productivity and profits, implement real-world strategies, leverage resources, and develop realistic plans of action in order to maximize profitable growth.
Chris established Burand & Associates in 1992 (originally known as Growth Planning). As a consultant, Chris has consulted with hundreds of agencies and many major insurance carriers. He built and now facilitates two insurance agency networking associations. He is also a featured speaker across the continent. To date, he has presented more than 400 seminars and educational programs, and his articles have also been published more than 500 times. He is a monthly columnist for The Insurance Journal, a past columnist for American Agent & Broker for eleven years, and his articles have appeared in Rough Notes, The National Underwriter, A.M. Best, many regional insurance publications, and many other trade publications. He also publishes Burand’s Insurance Agency Adviser for independent insurance agents.
Areas of Expertise
Insurance Agency Appraisals: Chris Burand’s professional services include appraisals for Acquisitions and Sales, Buy/Sell Agreements, Mergers, Dissolutions, and Perpetuation Planning.
Contingency Contract Analysis: Contingency contracts offer opportunities to increase compensation through negotiations and strategically placing business. Chris Burand’s Contingency Contract Analysis® service provides the information agents need to take advantage of those opportunities.
Note: Chris Burand and Burand & Associates, LLC are advocates of agencies which constructively manage and improve their contingency contracts by learning how to negotiate and use their contingency contracts more effectively. We maintain that agents can achieve considerably better results without ever taking actions that are detrimental or disadvantageous to the insureds. We have never and would not ever recommend that an agent and/or agency implement a policy of, or otherwise advocate, increasing its contingency income ahead of the insureds’ interests.
PEP® (Productivity Enhancement): Chris’s innovative statistical algorithm method for identifying procedural consistency, compliance, activity cost, and opportunity cost savings.
Carrier MD® Stability Analysis: A unique analytical method for creating opportunities to learn negotiating points and insurance carrier stability from an agency’s perspective.
Producer Compensation Plans: Chris Burand develops plans that increase profits and motivate producers.
Chris Christian stumbled into insurance in 1985 as a temporary employee at GAF Insurance Services, a bank-affiliated insurance agency in San Diego. After six years with GAF, Chris moved to the carrier side, opening the San Diego branch office of RLI Corp, an underwriter of specialty lines of insurance. The San Diego office was dedicated to Directors and Officers Liability coverage, and was the launching pad for Chris’s specialization in professional liability.
Chris left RLI in 1997 to establish her own underwriting facility at London American General Agency and branched out thereafter into professional liability broking.
Chris joined U.S. Risk in November of 2005 and six months later relocated herself, her significant other, and 26 animals to Tennessee, where she continues her pursuit of the art and science of professional liability broking, and contributes to the industry as a frequent speaker, author and association participant.
E. Stuart Powell, Jr., MA, CPCU, CIC, CLU, ChFC, ARM, AMIM, AAI, ARe, CRIS
Vice President of Insurance Operations and Technical Affairs
Independent Insurance Agents of North Carolina, Inc.
North Carolina Association of Insurance Agents, Inc.
Stuart has been personally involved in the insurance business for over 35 years. He joined the staff of IIANC as Director of Education in 1995. In 2004 Stuart assumed the supervision of IIANC’s insurance operations. He currently manages the designated insurance agency for the State of North Carolina placing all coverages which the State does not self insure, is administrator of the IIANC Errors and Omissions Insurance program of agents and manages the insurance benefits operations for members of the Association. Stuart continues to teach occasionally, is a frequent speaker on insurance matters and is a technical resource for the membership of IIANC.
Prior to joining the IIANC staff, Stuart was the owner of The Powell Agency, Inc. of Reidsville, NC, a family agency whose roots can be traced back to the 1890’s. He has been a frequent instructor of insurance courses. Stuart is on the National Faculty for the Society of Certified Insurance Counselors. He has taught in various CIC Institutes and Graduate Seminars. He is the author of numerous articles on insurance and related matters. He is also a past president of the Piedmont North Carolina Chapter and a past board member for the Eastern North Carolina Chapter of the Society of CPCU. Stuart served on the National Producer Advisory Council for Commercial Union Insurance Company from 1979-1981. In 1991 he was presented the Ernest F. Young Education Award by IIANC. Stuart is a member of the Business Advisory Council for the Ralph W. Ketner School of Business at Catawba College.
Stuart graduated from Catawba College in Salisbury, NC with a Bachelor of Arts in Religion and Philosophy. He received a Master of Arts degree from Wake Forest University in Winston-Salem, NC where he was the recipient of a Graduate Scholarship and Fellowship. Stuart’s graduate studies involved a group of Oxford University writers and scholars known as the “Inklings” which included J. R. R. Tolkien and C. S. Lewis among others. He has written articles and lectured on The Lord of the Rings and the Chronicles of Narnia.
Stuart is married with two children and four grandchildren. His current hobbies include weightlifting and studying classical languages.
Nick Kormos joined MarshBerry as a Senior Sales Management Consultant in 2013. In 2015, he was promoted to Vice President and Unit Leader of MarshBerry’s Sales Performance division, which is now the most rapidly growing division in MarshBerry Consulting Services. His team focuses on producer training/coaching and agency sales culture development through deployment of the MarshBerry Selling System that was built by the industry’s top producers.
Nick has over 14 years of sales and sales management experience, and he has completed several years of formal sales training courses. Prior to joining MarshBerry, he spent more than six years of his career in production and management roles at an independent insurance agency. He has earned his professional insurance designations of Certified Insurance Counselor (CIC) and Certified Professional Insurance Agent (CPIA). Nick holds a bachelor’s degree in business administration with a minor in interpersonal communication from Ohio University.
Nick’s approach with producers and agency management is focused on building a process, not just an end goal. His team manages and coaches producers with experience levels ranging from brand new to industry veterans who are trying to get over their book growth plateaus. In his time at MarshBerry, Nick has coached hundreds of producers and spent time in dozens of agency offices working closely with leadership to drive change and sustainable growth.
He has been a keynote speaker at insurance carrier conferences, agency sales summits, and insurance association events including the Worldwide Broker Network as well as state Big I meetings. He has presented on a multitude of topics surrounding agency growth, sales culture, producer sales tactics, and organizational infrastructure. He also leads and facilitates SalesPro training sessions, organic growth seminars, and CEO Peer Exchange groups hosted by MarshBerry.
Celebrated keynoter, facilitator, author and ICF-certified workplace productivity and business leader coach, Marsha Egan is devoted to energizing people to make the best use of their time so that they can lead their lives and achieve great stuff.
Focused on enabling growth through people, she applies her experience and skills to helping her clients achieve their personal, professional, and organizational goals.
Marsha Egan, CPCU, CSP, PCC, is CEO of the professional coaching firm, The Egan Group, Inc, which she started. She is an ATHENA Foundation Award recipient, one of PA's 50 Best Women in Business, and past president of the CPCU Society. A 25-yr. veteran of corporate & volunteer America, Ms. Egan intuitively reinvents leadership, by igniting leaders and entrepreneurs with positive change, interpersonal impact and innovation.
Michael is an Inside Broker with CRC’s Executive Professional Practice Group, primarily responsible for placing and managing Cyber & Data Privacy Liability across many industry sectors.
Michael earned his Bachelor of Science from California Polytechnic State University – San Luis Obispo in 2019. There, he began his insurance career with Evolve MGA, a cyber-specialty market, as an associate underwriter focused on building an extensive knowledge of cyber policy wording, the cyber market, and how to properly assess a cyber-risk. Upon graduation, he joined Evolve MGA full-time as a production underwriter where he established an in-depth understanding of how to analyze a risk associated with the looming threats of cyber-attacks across all industry sectors. Among his responsibilities at Evolve MGA was the management of a Cyber and Tech E&O book of business along the West Coast.
Michael soom became a full-time Producer for Evolve and lead the West Coast Division in Los Angeles, CA. He generated an extensive client base of retail broker agencies throughout 10 states while simultaneously maintaining a comprehensive knowledge of competitive cyber markets and their fluid trends. His emphasis was on establishing himself as a direct cyber resource for retail brokers to identify key risks and facilitate the implementation of best practices to better protect their insureds against a future cyber-attack.
Michael joined the CRC Cyber Risk team in 2021 as an Inside Broker, providing the best possible outcome for CRC’s well-established retail insurance partners through innovative risk analysis, reliable service, top market access, and more.
After nearly 45 years building and leading effective underwriting, sales, product and operations teams, Mike is focusing on his next mission and his true calling. Mike’s passion is sharing his real-life experiences alongside his grasp of the fundamentals for success in business and in life. Teaching and coaching are just some of his superpowers, his openness and willingness to share makes him a “builder of people”.
Mike's impact on the CPCU Society is Legendary. His easy-going, engaging presentation style captivates his audiences. Mike is a storyteller. His down-to-earth speaking style helps his audience cut through the noise. He helps people to see the world in a different light, and through that experience meaningful connections are made.
Mike inspires people to action by living his mantra to lean-in to every learning experience in life. The powerful gift he brings is his ability to inspire others to tie their desires to being a lifelong learner. Mike has been a zealous student his entire life demonstrated by the laundry list of insurance designations he holds, and the fact he went back to college at the age of 65 to obtain his MBA. He is living proof that learning doesn’t stop just because of the stage you are in life. His ability to acknowledge the importance of the big things AND the small stuff, pushes others to act and live a meaningful life.
Mike is genuine, authentic, influential, thoughtful, conscientious, disciplined and an overachiever. While he cannot see through walls, his deep listening skills, selfless generosity, and wisdom make him a “Super” mentor. These powers allow him to offer support to others on their path to self-awareness.
Mike’s deep roots start with his commitment to ethical behavior, professionally and in his personal life. He lives it and teaches it. He is now creating his newest legacy, inspired by his grandfathers, to be the best “Poppa” he can be. Mike would tell you his most favorite jobs are being a husband, dad, grandfather, brother, uncle and friend. Someone once said about Mike, “he does not know a stranger and he could talk the leg off a chair.”
Mike is the CEO and Founder of Born 2 Lead, LLC.
Chantal M. Roberts, CPCU, AIC, RPA is dedicated to providing trustworthy, valuable assistance in order to give her clients a clear understanding of claims standards and practices. She has over 20 years’ experience as an adjuster. As an expert witness, she strives to turn this complex topic into an easy-to-understand concept.
Chantal’s background also includes educating claims departments and overseeing adjuster training. Due to her excellent reputation in the industry, Chantal had the privilege of speaking at the Western Zone Committee Meeting of the NAIC (National Association of Insurance Commissioners) and three CPCU Society chapter meetings. She routinely speaks at universities and at continuing legal education credit events discussing claim handling practices, standards, and procedures. She’s published 12 articles in national insurance journals. Her first book, The Art of Adjusting: Writing Down the Unwritten Rules of Claims Handling, was released in July 2021.
Joseph L. Petrelli is the President and a founder of Demotech, Inc. Petrelli is a Member in good standing of the Casualty Actuarial Society, American Academy of Actuaries and the Conference of Consulting Actuaries. He is a graduate of The College of Insurance (now a school within St. John’s University), having earned a Bachelor of Science in Actuarial Science. He has also earned a Masters of Business Administration from The Ohio State University. He has been actively engaged in the P&C insurance industry since 1969.
Employed as a consultant since 1980, his previous work experience included Nationwide Mutual Insurance Company, Countryway Insurance Company and Insurance Services Office. Since he became a consultant, his clients have included the State of Ohio Department of Insurance, Ohio State Insurance Fund, State of Iowa and hundreds of regional insurance companies throughout the United States. Assignments include loss and loss adjustment expense reserve analysis, pricing recommendations and product development as well as assignment of Financial Stability Ratings® (FSRs).
Organized in 1985, Demotech, Inc. is a Columbus, Ohio based financial analysis company. Demotech, Inc. provides services to regional P&C insurance companies, Title underwriters, public entity insurance pools and specialty insurance markets including risk retention groups and captives. Given that FSRs of A or better have an impressive record of accomplishment predicting long-term solvency, FSRs of A or better are accepted by the secondary mortgage marketplace, virtually all mortgage lenders as well as an increasing number of umbrella and errors and omissions insurance markets.
Christopher J. Boggs joined the insurance industry in 1990. He is currently the Executive Director, Big I Virtual University and former Vice President of Education for Insurance Journal's Academy of Insurance.
During his career, Boggs has authored more than 300 insurance and risk management-related articles on a wide range of topics as diverse as Credit Default Swaps, the MCS-90, and enterprise risk management. This does not include the seven “e-books” (short, one-topic books covering various insurance and risk management-related subjects) Boggs has written.
Additionally, Boggs has written and published six insurance and risk management-related books
In addition to his writing, education, and training experience, Boggs worked in many areas of insurance. He began his career with Insurance Services Office as a rating and underwriting representative. Boggs has also worked as an agent (even owning his own agency), as the loss control and claims examiner for state-owned property in his home state, as a risk management consultant, and as the quality assurance specialist (auditing underwriting files) for the Southeast region of an insurance carrier.
A graduate of Liberty University with a bachelor’s degree in Journalism, Boggs has obtained nine professional insurance designations: the Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), Associate in Loss Control Management (ALCM), Legal Principles Claims Management (LPCS), Accredited Advisor in Insurance (AAI), Associate in Premium Auditing (APA), Certified Workers’ Compensation Advisor (CWCA), Construction Risk and Insurance Specialist (CRIS) and the Associate in General Insurance (AINS).
Chris Amrhein, like most true believers in insurance, stumbled upon this business accidentally; specifically, after graduating from college and needing a job.
After beginning in this business as a life-health agent, he graduated to property-casualty sales where he first met the greatest mine of comedy material extant today, the ISO forms. Following several years as a producer and independent agency manager/owner, Chris spent many years as a full-time educator/VP-Education for the Florida Association of Insurance Agents and VP-Education for the Independent Insurance Agents and Brokers of America. Those years found him traveling about the country teaching seminars on everything from agency management to the claims made CGL. It has also taught him the absolute truth of Jimmy Buffet's famous observation about those who make a career of the property-casualty business: "If we weren't all crazy we would go insane."
Chris is now a speaker, consultant, seminar leader and training developer, and resides in Lorton, Virginia, with the love of his life (and wife) Donna and youngest son Alexandru (17). His two older sons - Patrick, 34 and Kevin, 32 – are doing quite well without him. His email address chris@insuranceisfun.com and website www.insuranceisfun.com, say it all.
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