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Christopher J. Boggs
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No one wants to stagnate. We all want our businesses to grow. Join us as Becky shows us some ways to grow our businesses. Hint: it's not just about bringing new business in the door. It's also about keeping customers around for the long term.
When catastrophic events happen, the volume and complexity of claims goes up fast. That's when companys use independent catastrophe adjusters. In this session, we will learn about who this independent adjuster is; how they work; what technology they ...
This session will examine some of the issues that insurance agencies face after natural disasters.
The cyber liability climate is quickly changing around the country and around the world. In watching specific key states, we can be ready for what may happen wherever we are. Join us as Tim helps us to navigate what's going on in New York.
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Patrick is the Director of Insurance Journal’s Academy of Insurance. As such, he sees himself as the Senior Brand Promoter of the Academy. His goal is to help the industry to see the Academy the way he sees it, as a valued partner in the training and development of insurance professionals.
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. He designed and implemented 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 has earned several industry designations:
When he’s not working, he loves to spend time with his family, traveling with his beloved and guiding their adult sons through adulthood.
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 course designer and webinar Instructor for the Academy of Insurance (sponsored by the Insurance Journal).
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-insured’s 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.
Mr. Fisher can be reached at 310/413-6200, Emailemail@example.com
Nancy Germond is the President of Insurance Writer, a consulting firm located in Phoenix, Arizona. With more than three 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, white papers and has consulted and presented to both public sector and private sector insurance organizations.
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. In 1997 she founded Insurance Writer to assist insurance organizations to better manage their employment-related issues and to better penetrate the competitive insurance marketplace. Nancy holds a B.A. in Communication from Mills College and a Masters 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 president and owner of Burand & Associates, LLC, a management consulting firm specializing in the property-casualty insurance industry. Chris is recognized as a leading consultant for agency valuations, increasing profits, and producer compensation plans. His services include: Agency valuations/due diligence, producer compensation plans, expert witness services, E&O carrier approved E&O procedure reviews, and agency operation enhancement reviews. He also provides the acclaimed Contingency Contract Analysis® service and has the largest database and knowledge of contingency contracts in the insurance industry.
Chris has more than twenty-five years’ experience. He brings his broad experience and wealth of knowledge into every agency. He is a featured speaker across the continent at more than 300 conventions and educational programs. He writes a monthly article for the Insurance Journal. Prior, he wrote a monthly column for American Agent & Broker for 11 years. His articles have been published more than 250 times and have been published by Rough Notes, The National Underwriter, A.M. Best, and approximately a dozen regional insurance publications. He also publishes Burand’s Insurance Agency Adviser for independent insurance agents.
Chris holds a Bachelor's Degree in Business with emphasis in Finance from the University of Colorado and a MBA from the University of Denver. He is a member of the Institute of Business Appraisers, NACVA, a Department Head for IIABA's Virtual University, a contributing consultant for IMMS, and a volunteer counselor for the Small Business Administration's SCORE program.
Areas of Expertise:
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.
Craig Andrews is a forty-year veteran of the property-casualty industry with significant experience as a producer, independent agency owner, insurer commercial field production underwriter, coverage instructor, insurer commercial and personal underwriting and sales manager, expert witness, home office commercial underwriting manager and commercial product development officer. He’s made perhaps hundreds of coverage presentations to diverse industry audiences throughout the country and has twice been interviewed by George Nordhaus for his “Monday Morning” webinars.
Craig holds the CPCU, ARM, AAI, AU-M, ARe, AMIM and ASLI professional designations. He has earned The Institute’s Award for Academic Excellence for both the ASLI and AMIM programs. Craig is a graduate of Indiana University and a U.S. Navy veteran.
Areas of Specialization: Mr. Warren has nearly forty years experience through increasingly responsible positions in finance and accounting within the Property Casualty insurance industry. Senior management experience includes operational and administrative management with a proven record of success in designing, developing and implementing successful strategies for profitable growth. Mr. Warren also has relevant experience with corporate governance, business processing systems selection and implementation, financial analysis, and mergers. Other areas of expertise include asset and cash management, reinsurance, loss reserve evaluation, product development and pricing, budgeting and expense variance analysis.
Industry Highlights: Mr. Warren has held senior management positions within the Property Casualty insurance industry and most recently served as Chief Financial Officer for the Ohio Mutual Insurance Group. Additionally, Mr. Warren served as Senior Vice President for German Mutual Insurance Company as well as Vice President and Treasurer for the Beacon/American Insurance Companies. Practical experience includes selection and implementation of business processing systems, accounting and investment systems, development of investment strategy and guidelines, demutualization and mergers, collaborating directly with board members, executive committees, rating and regulatory agencies, state examiners, and a variety of service providers. Industry related activities include past president of the Ohio Association of Mutual Insurance Companies and serving on the regulatory board for the National Association of Mutual Insurance Companies.
Designations and Affiliations: Chartered Property and Casualty Underwriters (CPCU), Ohio Society of Certified Public Accountants, and American Institute of Certified Public Accountants.
Education and Training: Franklin University, Columbus, Ohio. Bachelor of Science, Accounting and Business Administration.
David Connolly has devoted his entire 30 year career to the insurance industry and has worked in almost every facet of the industry.
As a producer, he developed a significant personal book of business built on national programs which generated over 1 million in revenue. As an educator, David instructed for The National Alliance, and The Wedge Group before forming his Minneapolis based Consultancy. He has coached thousands of insurance professionals in the US and Canada and gets high marks for his ability to translate technical sales concepts into useable skills.
David founded iQ Consulting in 2006 and developed a unique, cutting edge approach to producer performance by working in the field with the best producers in the business. His trade marked process is described by many as the most transparent and effective approaches to buyer facilitation ever conceived.
As a performance coach David works with many of the top 100 Agencies and Brokerage firms in the US and Canada to create immediate, significant and sustainable performance gains. As a public speaker, David delivers seminars, keynotes and workshops for companies, agencies and industry organizations including the Big I, and the PIA. He conducts open workshops on selling and sales leadership and runs the HPA High Performance Producer Academy 4 times per year. As a writer, he is published by many industry journals and continues to write on issues facing the insurance and financial industries. He currently writes a blog for the Insurance Journal called “Your Sales iQ” and is engaged in writing his first book on producer performance slated for publishing in 2011.
Jim Wochele is the Unit Manger in MarshBerry’s Sales Performance Consulting division. His team partners with insurance agencies by implementing tactical strategies that will allow them to achieve organic growth through new business production.
Their focus is helping agencies build a scalable organic growth engine through organizational capabilities best practices, sales process implementation, and improving producers’ individual sales skills through consistent coaching.
Jim is mainly responsible for relationship management of the Sales Performance clients, new client acquisition and onboarding, onsite client visits, carrier-sponsored sales trainings, and agency organic growth business planning.
Jim is a keynote speaker at educational seminars, insurance carrier conferences and executive leadership forums. He also leads the Organic Growth Leadership Seminars and SalesPro Producer Training sessions hosted by MarshBerry. Jim is also a frequent contributor to MarshBerry and industry publications.
Jim joined MarshBerry in 2011 as a Sales Management Analyst, which was followed by a promotion to Consultant in 2013, Senior Consultant in 2014, and Unit Manager in 2016. Jim has over eight years of sales, sales management and project management expertise. Prior to joining MarshBerry, Jim held a dual sales manager and project manager position for a construction firm located in Cleveland, Ohio.
Jim holds a Bachelor of Science in physics with a minor in mathematics from Baldwin Wallace University, while playing football and baseball for all four years.
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.
Bob is a Claims Manager with Academic Risk Resources & Insurance, LLC. He brings over 20 years of professional experience in commercial multi-line claims consulting and risk management. He also has over ten years of claims advocacy experience on OCIP and large construction losses.
In addition, Bob teaches professional development insurance courses for the Insurance Library of Boston and Polestar Performance Programs, Inc. Bob also has extensive experience in large loss claim management and has been retained as an expert witness by both plaintiff and defense attorneys on insurance disputes in litigation.
Bob’s present responsibilities include: complex coverage analysis, working with insurers to obtain proper and timely claim settlements, conducting multi-line claim reviews to monitor the reserving and establishing claims handling protocols of his clients’ insurers and TPAs.
John O. Eubank, CPCU, ARM, is CEO and President of Professional Insurance Education, Inc. He was previously employed by the Insurance Services Office, Inc., as the Regional Operations Manager for its subsidiary Commercial Risk Services, Inc.
Mr. Eubank attended Vanderbilt University and was graduated from Illinois Institute of Technology in Chicago, Illinois with a BS degree in Fire Protection and Safety Engineering.
His professional affiliations have included Regional Vice President of the Society of Chartered Property and Casualty Underwriters (CPCU), PMLG of the Honorable Order of Blue Goose, member of the National Fire Protection Association, and member of the Society of Fire Protection Engineers.
Mr. Eubank serves as a trainer and speaker for various organizations including the Independent Insurance Agents and Brokers of America affiliates. He has also conducted training for the Great American Insurance Co., Hoosier Insurance Co., the Society of Certified Insurance Counselors (CIC), Society of CPCU, The National Association of Insurance Women (NAIW), the North American Retail Dealers Association and the Southern Agents Conference.
Mr. Eubank is recognized as one of the premier insurance educators having served as a National Faculty member of the Society of CIC since 1976, a national faculty member of the IIABA Virtual University, and is the recipient of the Professional Leadership Scroll from the American Institute for Property & Liability Underwriters and the Insurance Institute of America. He has researched, developed, written and published dozens of technical manuals and articles in business and trade periodicals.
Al trained as an underwriter with Aetna Casualty and Surety Company in Springfield Massachusetts. He was transferred to Southern California to supervise the commercial property and multi peril division in Panorama City. With a territory that extended through Ventura and Santa Barbara Counties, it became no surprise that Al and his family made California their permanent home.
One of the more gratifying of Al’s duties was training and developing underwriters.
In 1976, Al partnered with Noel Silverman, a former Aetna Claim supervisor, and together they purchased the V. L. Francisco Agency in Van Nuys, CA .After relocating to Chatsworth CA. they grew the business and through acquisitions and mergers became FGW Insurance Services .
One of the more rewarding of Al’s duties was his involvement with the agent association education programs, training producers and account managers.
In 1996, Al and Noel sold the agency. Following the sale, Al became an independent consultant. For six years he has worked with Insurance Skills Center on a variety of projects ranging from Call Center training, education seminars, expert witness testimony and E&O auditing.
The most enriching duties of his third career involve training and developing Agents, Brokers, Account Managers and Underwriters.
Al is one of ISC’s certified E&O auditors and is on the faculty for the Accredited Customer Service representative (ACSR) and Accredited Farm Insurance Specialist (AFIS) professional designation programs.
Al and his wife, Gerry, moved to Denver CO in 2010 where Gerry is enjoying retirement after 31 years as an Elementary School teacher.
Al continues to consult, present webinars and take on whatever interesting projects that may arise.
Ian Adams is associate vice president of state affairs with the R Street Institute, responsible for coordinating R Street’s outreach and engagement at the state and local level. He also is involved in the institute’s insurance research, matters related to next-generation transportation and is a frequent commentator on the disruptive impact of burgeoning technologies on law and regulation.
Ian rejoined R Street, for whom he’d previously worked as Western region director, on a full-time basis in January 2017. He was most recently a public policy associate at the international law firm of Orrick, Herrington & Sutcliffe LLP, where he maintained a national insurance regulatory practice specialized in developing creative solutions to business problems that incorporated legislative and regulatory strategies.
Earlier in his career, Ian was a Jesse M. Unruh Assembly Fellow with the office of California state Assemblyman Curt Hagman, R-Chino Hills, while Hagman served as vice chairman of the California Assembly Insurance Committee. He also served as a legal extern with the office of Oregon state Rep. Bruce Hanna, R-Roseburg, who was then co-speaker of the Oregon House of Representatives. Ian also worked as a law clerk for California’s largest insurance trade association.
Ian is a graduate of Seattle University, with bachelor’s degrees in history and philosophy, and received his law degree from the University of Oregon. He is a member of the California and Illinois bars.
Ian lives in a suburb of Sacramento, California with his wife, Ruth Yang.
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