Alumni Professional Development Summit Agenda

Half Day - 8:30-noon

7:30-8:15 a.m.Registration/Check-in (continental breakfast)  
8:15–8:30 a.m. Welcome and Announcements  
 Track 1
Track 2

8:30-9:30 a.m.

To be determinedTo be determined

9:30–9:45 a.m.

9:45–10:45 a.m. To be determinedTo be determined
10:45 a.m.–11 a.m.Break Break
11 a.m.–noon 

To be determined

To be determined

Full Day (Insurance Professionals) - 8:30 a.m.-4:30 p.m.

7:30-8:15 a.m.Registration/Check-in (continental breakfast) 
8:15–8:30 a.m.Welcome and Announcements
8:30–9:30 a.m.

An Examination of Ethics in the Restoration Industry
Neil Gray, SERVPRO

This session will provide an overview of ethical
behavior and relationships. Topics will include
ethical and legal conduct, gifts, gratuities, and
improper incentives, assets protection, conflicts
of interests, work environments and claims.

9:30–9:40 a.m.  Break
9:40–10:40 a.m. Ethics continues 
10:40–10:50 a.m.  Break
10:50–NoonEthics continues
Noon-1 p.m.Lunch provided
1–2 p.m.  

Workers Compensation - Experience Modifications:
Understanding, Managing, and Helpful Tools
Laurie Kurtz, NCCI

In order to fully appreciate an agent’s role in
providing services to his or her customer, there
must be a full and complete understanding as to
how workers’ compensation premiums are
calculated and an appreciation of the role that
claims frequency (quality of risk management and
safety programs) and severity (management of
medical for injured workers, return to work plans,
etc.) have in determining how much premium is
paid for workers’ compensation coverage.
Experience modification determination is a key
for determining how much is paid. How does this
work? How can you explain this concept to your
customers? What role can you as an agent take
in directly saving money for your customer?
Helping to reduce experience mod calculations
presents a unique opportunity for you to actually
quantify your involvement in providing services to
your customer. This learning session will answer your
many questions concerning experience mods and
give you the tools to perform meaningful services for
an appreciative, to be long time customer.

2–2:15 p.m.  Break
2:15–3:15 p.m.  

The High Cost of Non-Compliance in the
Insurance Market

Diane Boyette, Southern Farm Bureau
Life Insurance Company

A number of errors, omissions, regulatory and
compliance issues come across my desk every day.
On a less frequent basis, I also see illegal and
fraudulent actions being taken in some creative
ways. Most of these issues come to us buried in the
frustrations of an angry complaint letter or telephone
call from a customer who protests the inequities he
or she believes have been committed against him or
her. Others are identified through the daily
processing of business in a variety of departments
throughout the company. Regardless of where they
originate, these issues are costly – not only to the
company, but also for the agents. This session will
provide five tips to help avoid the high cost of
non-compliance with the law, while remaining
successful as an insurance sales’ professional. 

3:15–3:30 p.m. Break
3:30-4:30 p.m. 

EPLI Coverage: Best Practices for Minimizing Risk
Brent Tyler, HUB International Gulf South Limited
Jaklyn Wrigley, Fisher and Phillips, LLP

This session will cover the basics of obtaining
EmploymentPractices Liability Insurance as
well as practical point so to consider before or
after obtaining coverage.