Wednesday May 14

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5:00 pm – 6:30 pm

Registration Open and Welcome Reception with Exhibitors​ and NSIPA Past Presidents

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Thursday May 15

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7:30 am - 8:30 am
Continental Breakfast

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8:30 am - 9:30 am
Keynote Presentation

Ownership Spirit - The One Grand Key That Changes Everything Else
Dennis Deaton, Quma Learning

 

You can own a gorgeous home. You can buy a vintage sports car—and a yacht. But none of these external things will ever change how you feel about life and yourself. Unless and until you take ownership of your inner world, there will always be something missing. You’ll still feel empty and unfulfilled.

 

Are you tired of living your life on autopilot? Are you done with feeling like a victim and blaming circumstances, events and other people? Are your own thoughts sometimes your own worst enemy? 

It doesn’t have to be this way. 

 

It’s time to live! 

 

Dennis Deaton has been inspiring individuals and business organizations worldwide —improving their mindsets and their performance through his unique style of mind management training.

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9:30 am – 9:50 am
Break with Exhibitors

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9:50 am - 10:50 am
General Session

All In: A Look at the WCIRB and California Workers' Compensation

Paul Kim, WCIRB

Kenneth Tong, WCIRB

 

The WCIRB invites you to an interactive session blending CA WC macro views with detailed classification training. Participants will explore California WC classifications while highlighting the WCIRB's role in delivering actuarially sound data and educational resources.

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10:50 am – 12:20 pm
General Session

Ownership Spirit Workshop
Dennis Deaton, Quma Learning

Dan Swensen, LAI, A ReSourcePro Company

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12:20 pm – 1:30 pm
Lunch

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1:30 pm - 2:15 pm

Concurrent Sessions – Technical Skills
Managers – Premium Audit Roulette

Tracy Nunn, Davies - Moderator

Auditors – Premium Audit Roulette

Jason Fox, CopperPoint Insurance - Moderator 

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Lets play a fun game of roulette where we randomly chose topics off the roulette wheel to help expand our technical skills!

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2:15 pm – 3:00 pm
Concurrent Sessions – Soft Skills for Professional Growth
Managers – Premium Audit Roulette

Troy Welch, LAI, a ReSource Pro Company - Moderator

Auditors – Premium Audit Roulette

Haley Kennedy, CopperPoint Insurance - Moderator

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Lets play a fun game of roulette where we randomly chose topics off the roulette wheel to help expand our professional soft skills!

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3:00 pm – 3:20 pm
Break with Exhibitors

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3:20 pm – 4:05 pm

Concurrent Sessions 
Managers – Communicating with DiSC - Self Awareness & Enhancing Communication

Salina Lau, LAI, A ReSource Pro Company

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This course will explore effective communication strategies using the DiSC model. This model categorizes behavioral styles into four distinct types, and we will delve into the characteristics and communication preferences associated with each. Participants will gain practical tips on how to adapt their communication style to connect more effectively with individuals across these different styles, ensuring every interaction is a more successful and positive interaction.

Auditors – Career Progression: Defining Success in Your Own Lane

Ashika Weekes, PIE Insurance

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In this session, we'll dive into the journey of career progression and success, providing valuable insights and strategies to help you advance in your professional life. We'll explore the distinction between career progression (the ongoing steps you take in advancing your career) and success (your personal definition of achievement). From setting early goals to refining leadership abilities, we'll share practical tools to overcome obstacles and build a clear roadmap for your future. Whether you're at the beginning of your career or aiming for leadership roles, this session will help you unlock your potential and stay ahead in a constantly evolving professional world. You'll leave with a better understanding of how to set meaningful goals, develop essential skills, and create a personalized strategy for achieving both progression and success in your career.

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4:05 pm – 5:00 pm
Networking Break with Exhibitors and Prizes
 

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Friday May 16

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7:30 am - 8:30 am
Continental Breakfast and Annual Business Meeting & Awards Presentation

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8:30 am - 9:30 am
General Session
Underwriting and Classification Updates: Hot Trends and Jackpot Research

Veruschka Zachtshinsky, NCCI

 

This session will cover active research topics, status of multistate item filings, and NCCI's classification research and top reclassified codes.
 

9:30 am – 9:50 am
Break with Exhibitors

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9:50 am - 10:50 am
General Session
Difficult Conversations

Adrianne Sessions, Ategrity
 

10:50 am - 11:10 am
Break with Exhibitors

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11:10 am – 12:10 pm
General Session
Jackpot Strategies: Best Practices from Carriers and Vendors

Stefanie Bayer, Davies

Sarah Hamilton, B&H Audit Solutions

Mike Max, Builders Insurance

Clark Williams, Jr., Frank Winston Crum Insurance

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This session will bring together premium audit insurance carriers and vendors to discuss best practices and winning strategies for working together.

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12:10 pm – 1:30 pm
Lunch

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1:30 pm - 2:30 pm
General Session
House Rules: Winning the Test Audit Game in California and Pennsylvania
Roxanne Tryson, PCRB

Winnie Tso, WCIRB

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This session focuses on explaining the purpose of the Test Audit programs of WCIRB and PCRB. We will cover the selection process. We will then address reportable differences, program standards, and trends, focusing on areas of concern, repetitive issues, and common errors. Finally, we will discuss best practices for avoiding test audit differences and improving the overall audit process. We will highlight some of the similarities and differences between the California and Pennsylvania Test Audit Programs. Some of the key areas to be discussed include test audit selection, reportable differences and Program standards. Current trends and recurring areas of concern such as payroll verification and job duty documentation will be highlighted, followed by actionable best practices to help carriers improve accuracy and reduce reportable differences. Whether you're new to audit processes or looking to refine internal procedures, this session will provide valuable insights into navigating the game of test audit with confidence.

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2:30 pm - 2:50 pm
Break with Exhibitors

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2:50 pm – 3:50 pm
General Session

​Las Vegas Royale: Rolling the Dice Between Physical, Remote Physical, Virtual, Hybrid – Can You Win the Game?  

Game Hosts:

Ned Armstrong Central Field Manager, Everest Global

Nick Hough Large Account Auditor, Everest Global

Carol Laskey, AVP Premium Audit, Everest Global

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In this session, we’re not just playing cards, we’re strategizing the future of premium auditing. We’ll use the exciting world of Ravensburger’s “Las Vegas Royale” to navigate the thrilling – and sometimes risky – landscape of virtual audits in 2025. 

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3:50 pm 
Closing Remarks
 

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