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Brenda Powell Wells-Dietel
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Brenda Powell Wells-Dietel
AI is in the news and we are being told that it will disrupt everything from the work we do to who is doing the work. Join us as Brenda Powell Wells-Dietel brings us her new session all about AI and how it'll impact us humans who work in the ins...
Slip or trip and fall accidents are one of the most common exposures faced by commercial property owners. While these claims appear simple, they may include complicated issues related to risk transfers in commercial contracts. The claims may also req...
Workers' compensation insurance affects nearly everyone. Most businesses need to have it. As insurance professionals, we should know all we can about the policy. Join us as Nancy Germond brings a fast-paced breakdown of all things workers' comp.
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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.
Peggy M. Jackson, DPA, CPCU, is an author, consultant, and nationally recognized lecturer in risk management, business continuity planning, and Sarbanes-Oxley compliance. She is a Principal with Peg Jackson & Associates in San Francisco, CA and Alexandria, VA. Her specialty areas include Done in a Day® risk management and contingency planning as well as SOX compliance for nonprofit organizations. Dr. Jackson has written or coauthored seven books on risk management, business continuity planning, and Sarbanes-Oxley compliance for nonprofit and small business audiences for publishers John Wiley & Sons. Her books, Sarbanes-Oxley for Nonprofits and Risk Management and Contingency Planning: Done in a Day Strategies won honorable mention at the 2007 Nonprofit Management Association Book Awards. Her latest book, Reputational Risk Management, will be released in Spring 2010 by BEW Publishers.
Dr. Jackson earned a doctorate in public administration (DPA) from Golden Gate University in San Francisco and holds the professional designation of Chartered Property and Casualty Underwriter (CPCU). She designed the Jackson Risk Management Model© as part of an award-winning doctoral dissertation on risk management techniques. She is a member of the Washington DC Chapter of the CPCU Society and was recently appointed to the governing committee of the Risk Management Interest Group of the Chartered Property & Casualty Society (CPCU).
Richard S. Pitts is Vice-President and General Counsel to Arlington/Roe & Co., Inc., an insurance brokerage and managing general agent headquartered in Indianapolis. Rick also serves as general counsel to the Independent Insurance Agents of Indiana, Inc. As counsel to the “Big I,” Rick speaks annually at the association’s New Laws Seminars and teaches various seminars on insurance and employment related matters. Pitts has also presented continuing education seminars to insurance professionals in Illinois, Ohio, Kentucky, and Tennessee.
Rick is a 1983 graduate of Wabash College and a 1986 graduate of Indiana University School of Law – Indianapolis. Pitts clerked for the Honorable Patrick D. Sullivan, a judge of the Indiana Court of Appeals in 1986-87. Rick is admitted to practice before Indiana state and federal courts, the United States Supreme Court and the United States Court of Appeals for the Seventh Circuit and is a member of local, state and national bar associations. Pitts has tried cases and participated in over seventy appeals.
Pitts has served as a panelist and lecturer on a variety continuing education subjects, including the Americans with Disabilities Act, “Mold: Issues Under the Microscope” for the Indiana Continuing Legal Education Forum (ICLEF), and “Insurance Issues for Builders” for the Indiana Builders Association. Rick has also served as chair of several of ICLEF’s seminars, including “Advanced Corporate Practice,” “Privacy Law,” and “Insurance Coverage Issues.” Rick has also presented seminars on “Insuring Fiduciary Exposures,” “Insurance Coverage Disputes,” and “Agency Succession and Perpetuation,” for the Independent Insurance Agents of Indiana, 2007. Pitts has co-authored two articles appearing in the Indiana Law Review.
Crystal is an insurance lawyer who is passionate about elevating the expertise of lawyers and insurance professionals on the ever-changing issues in our industry. Crystal is the owner of Clarity Education and Consulting, LLC where she creates meaningful educational experiences for insurance agents, lawyers, and claims professionals. Crystal also works in the Claims Department at a mutual insurance carrier. Crystal is responsible for supervising first and third party property litigation for the carrier and its insureds. She also works directly with claims professionals to find the best solution to avoid litigation and with the underwriting department to develop and update coverage forms.
Crystal earned her juris doctorate in 2007 from the University of Wisconsin Law School (magna cum laude, Order of the Coif). She earned her Certified Property Casualty Underwriter designation in 2017.
Ted Koeth, Senior Vice President and Regional Operations Manager at Imperial PFS. Ted joined the company in 2001 and is responsible for the Northeast Region. Previously, he was with Transamerica Insurance Finance Corp as President & CEO and as Senior Vice President Originations and Risk Management. Ted also held several senior management positions at HSBC. Ted has an MBA and a Bachelor of Science from the State University of New York at Buffalo.
Becky Lathrop, is a Certified Insurance Counselor, Certified Professional Insurance Agent, has a degree in Risk Management and Insurance from Florida State University, and has been working in the insurance industry for over 30 years. She has a diverse background in the insurance business, and has spent the majority of her professional career in industry positions such as Business Consultant, Sales Manager, Underwriting Consultant, Financial/Market Analyst, and Portfolio Manager.
During the last 15+ years, Becky has been helping agencies throughout the United States grow profitably by counseling them in areas such as sales/service training, workflow management, staff organization and stratification, sales/marketing business plans, client retention, strategic planning, and producer compensation. She has also developed a “Back to Basics” Boot Camp Sales/Service Training to assist staff in cross-selling techniques and higher retention levels. She has also developed a Marketing/Profitability workshop to help agencies manage their loss ratios and to assist them with capitalizing on agency growth and contingency bonus opportunities. Becky has written and had published several articles on a variety of insurance topics.
Becky is Vice President of Optimum Performance Solutions, LLC, a company that offers management consulting services on a nationwide basis to insurance agencies and carriers. Her agency and corporate experiences provide unique perspectives when assisting her clients. OPS is also an endorsed consulting firm for several state insurance associations.
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.
Mary Newgard, CPC, AU began her insurance career in 2003 as a commercial insurance producer for a nationally recognized independent agency, Cottingham & Butler. In 2006, she joined Capstone Search Group as a Search Associate focused on building the firm’s national reputation in agency consulting. Over the past five years Capstone has become well known for its partnership with independent, retail agencies dedicated to effective sales recruiting. In fact, Capstone is one of the few insurance recruiting firms with a dedicated focus in producer recruiting amongst all three major product disciplines: property and casualty, life and health and high net worth personal lines.
As a Senior Search Consultant, Mary works with agencies of varying size and ownership structure on enacting competitive, results driven sales and service recruiting. This includes education on compensation models, agency perpetuation, Mergers & Acquisitions and advanced technological resources. Additionally, she is integral in Capstone’s continued work with wholesale brokers, Managing General Agencies and Excess & Surplus markets, many of which face the same challenges in recruiting production based talent as retail brokers.
A graduate of Loras College in Dubuque, Iowa, Mary is a member of the National Insurance Recruiters Association (NIRA) and is a Certified Personnel Consultant with the National Association of Personnel Services (NAPS). In her spare time Mary stays busy with her husband, twin daughters, golfing and cheering on the Iowa Hawkeyes.
Laurie Zangwill-Infantino, AFIS, CISC, CRIS, CIC, CISR, ACSR is past president and co-founder of Insurance Skills Center, Inc. (ISC) which was formed in 1977. In 2010 Laurie formed Insight Insurance Consulting (IIC) a division of Insight Consulting and Management, Inc.
She began her insurance career in 1969. Prior to forming Insurance Skills Center her education and experience in the industry included rating, underwriting, issuing, selling and marketing insurance policies. She has worked in the insurance industry as an underwriter for specialty programs, as a retail insurance producer, as a wholesale insurance producer, as an educator and as a consultant to producers, insurance customers and attorneys assisting them on insurance and risk management issues. She managed two specialty insurance programs for which she assisted in designing the coverage language, formulating the rating structure, marketing and selling the products and underwriting/rating the submissions.
Brenda Powell Wells-Dietel holds both a Bachelor of Business Administration and a Ph.D. in Risk Management and Insurance from the University of Georgia. She holds the Chartered Property and Casualty Underwriter (CPCU), Accredited Advisor of Insurance (AAI) and Construction Risk Insurance Specialist (CRIS) designations.
Brenda has spent over 30 years studying and teaching risk management and insurance. She presently serves as the director of that program and is the Robert F. Bird Distinguished Professor of Risk Management and Insurance.
During her career she has taught numerous risk and insurance courses. She has also supervised countless internships and independent study projects. Brenda has a long history of forming, supporting, and mentoring student organizations and has a wide range of experience in public relations and fundraising. She is the founder of the Texas Risk and Insurance Professional Society (TRIPS), a non-profit entity that supports insurance education. She has a career fundraising total of well-over $2 million.
Brenda has published articles in Journal of Risk and Insurance, Journal of Insurance Regulation, Journal of Insurance Issues, and others. Her current research interests include mass tort litigation in the pharmaceutical industry, the effect of marijuana legalization on the insurance industry, social media, cyber liability and how insurance education impacts public attitudes towards the insurance industry. Her publication in Journal of Insurance Issues on marijuana legalization and its impact on property-casualty insurance is considered the seminal paper in this field.
Outside of her duties in academia, Brenda serves as a private consultant and corporate trainer to the insurance and risk management industry. Her consulting firm—Risk Education Strategies--offers agency management consulting, social media consulting, custom seminar delivery, preparation of expert opinions and testimony, continuing education course delivery, agency valuation, risk management audits, and intellectual patent application review. More information about her firm can be found at www.riskedstrategies.com
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