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Tentative Schedule | Subject to Change

Sunday May 7

4:00 pm - 5:30 pm

Registration Open and Welcome Meet & Greet with Exhibitors

Conference Bags for Attendees - Prizes Available!


Monday May 8

7:30 am - 8:30 am


8:30 am - 9:30 am

Keynote Presentation - John Kennedy, John Kennedy Consulting

Change By Design

There are three types of change that exist in the world: Change by Crisis, Change by Drift and Change by Design.  Unfortunately, we are often forced to change based by crisis (survival) until we change by design (intention).  Join international speaker and strategist John Kennedy as he navigates this timely topic and delivers a message of transformation into the future while learning the lessons of the past few years.  The time of survival has now become the opportunity to accelerate and not just survive, but strive to thrive! John will address the four key areas of building an intentional culture that highlight the tools and techniques to ensure you are not voted off the island, but actually create a unified force of people and energy to own it!

9:30 am - 10:00 am

Break with Exhibitors

9:45 am - 10:45 am

General Session - Dan Swensen, Lowry & Associates

Conflict Resolution

10:45 am - 11:00 am

Break with Exhibitors

11:00 am - 11:45 am

Concurrent Sessions

Managers Session - Jason Fox, CNA Insurance Company; Fred Lowry Jr., Lowry & Associates Inc.; Josie McCain, CopperPoint Insurance Company; Daniel Trociuk, Utica National Insurance Group

High Impact Leaders Panel

Auditors Session - Roxanne Walker, PCRB

Bureau Updates

11:45 am - 12:45 pm


1:00 pm - 1:45 pm

Concurrent Sessions

Managers Session - Kevin Kramer, NEIS 

The Customer Experience

The customer experience travels across all avenues and has become an increasingly important aspect of how we conduct our business.  This presentation will provide tips related to how we can best interact with both our external and internal customers from a premium audit perspective.  What are the most important items to focus on during the customer experience with the insured, agent, carrier, etc. and how should we approach those areas to improve the experience?  Likewise, how can we best service our internal customers in other departments and become part of the “account team” providing value-added services and information that can help improve department ROI.    

Auditors Session - Kay Payer, Expert Audit Services

Fun with Financials - Beyond Payroll

This session will provide a broad overview of financial records (beyond payroll) available to perform a quality audit. Explore examples of methods to audit financial statements, review Profit & Loss reports and General Ledgers. The session will illustrate methods to search transaction details to analyze use of Outside Labor, Subcontractors and Independent Contractors and assist in obtaining the detail needed to bolster the inclusion of such in the final audit when applicable.

1:45 pm - 2:00 pm

Break with Exhibitors

2:00 pm - 3:00 pm

General Session - John Kennedy, John Kennedy Consulting

Team Survival

The is one thing that separates good teams from great teams…and that one thing is engagement.  How do you create a team environment in the workplace, as well as in the games of Survivor, that will provide maximum success? Leadership. John Kennedy will pick up where he left off in his opening keynote and walk the audience through the four stages of building a world-class team and the culture and systems to drive maximum engagement. “The Great Game of Business” will lead the way as we build a culture of communication, education, engagement and “play to win!” Successful teams know what to do and then they engage in doing it…unsuccessful teams don’t! 

3:00 pm - 3:15 pm

Break with Exhibitors

3:15 pm - 4:00 pm

Concurrent Sessions

Managers Session - Michael Henry, Selective Insurance Company

Associate In Premium Audit (APA) - Overview of the Updated Program and Curriculum

This session will highlight the changes to the content of the APA program which will be rolled out in 2023. The session will illustrate how the program has transitioned from textbooks to an updated learning format. 

Auditors Session - Karen Cooper, AFIRM

Dual Wage and the Use of Code 5606 in CA

4:00 pm - 4:15 pm

Break with Exhibitors


4:15 pm - 5:00 pm

Concurrent Sessions

Managers Session - Nick Holdridge, AFIRM

Successful Retention of New Hires

This session will provide insight and tips for successful strategies used to retain employees who have been recently hired and completed their training. Retention is key to reduce training costs and result in experienced staff. This course will focus on steps to take to successfully grow your team. New hire and staff retention applications will be discussed.

Auditors Session - Lesley O'Brien, NCCI

5:00 pm

Choose Your Own Adventure

Tuesday May 9

7:30 am - 8:30 am


8:30 am - 9:30 am

General Session - John Dennis, AmTrust

Premium Audit: Then, Now, and in the Future

This session will review and compare the audit process from 30+years ago, the process today as well as the impact of Covid 19, and what John sees and doesn't see happening going forward. Learn how to incorporate old methods of auditing in today's environment. Understand the significance of customer relations. Develop tools to ensure the viability of the classification rating system. Create active thinking on ways to adapt as we move forward.

9:30 am  - 9:45 am

Break with Exhibitors

9:45 am - 10:30 am

Concurrent Sessions

Managers Session - Salina Lau, Lowry & Associates

Managing Different Generations

Auditors Session - Mike Warner, Builders Insurance

Common Sense Auditing

This session will focus on the heart and soul of the audit - the description of operations and proper documentation. Many auditors get wrapped up in gathering all the exposures associated with the audit that they fail to stop and acquire a thorough description of what the insured is engaged in and how they should be classified. The auditor must slow down and spend time asking many questions to obtain a thorough and complete description of the insured's operation to make certain the information they receive makes sense.

Session Objectives:

- To bring to light the need to document an audit so the proper class code can be determined.
- Realize that a good description can help you ensure the proper premium is collected.
- A good description can help you when/if an audit is disputed. A clear description of operations helps explain what exposure was assigned to which class code.

10:30 am - 10:45 am

Break with Exhibitors

10:45 am - 11:30 am

Concurrent Sessions

Managers Session - IT Panel

Auditors Session - Kurt Lang, Selective Insurance Company

Basis of Premium - Advanced Discussion

This is an interactive discussion. focusing on challenging basis of premiums topics for both workers compensation and general liability. Topics include lesser-known gross earning exclusions, multi state operations, prevailing wage, classification phraseology, primary vs secondary codes, project classification rule, intercompany sales and more. Do we perform the necessary research when faced with a challenging basis of premium, exposure or classification questions? We need to collectively come to the same conclusion. When one carrier interprets differently than another carrier, it lowers our credibility with our agents.

11:30 am - 12:30 pm


12:30 pm - 12:45 pm

Annual Business Meeting & Awards Presentation

12:45 pm - 1:45 pm

General Session - Gary Higgins, Verisk Analytics/PAAS

PAAS Update

1:45 pm - 2:00 pm

Break with Exhibitors

2:00 pm - 2:45 pm

General Session - Greg Rohner, Berkshire Hathaway Homestate Companies

Excel Workshop

2:45 pm - 3:00 pm

Break with Exhibitors

3:00 pm - 4:00 pm

General Session - Chris Welch

The Industry's Role in a Successful Fraud Prosecution

A discussion of topics including the role of the Coalition’s Workers’ Compensation Fraud Task Force and key findings from the “Workers’ Compensation Fraud in America” report, which addresses the annual cost of workers compensation fraud in America, some common scams, and strategies to help ensure those committing fraud are held accountable.

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