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SCHEDULE
TENTATIVE  SUBJECT TO CHANGE

SCHEDULE

Wednesday May 15

5:00 pm – 6:30 pm

Registration Open and Welcome Reception with Exhibitors​

 

Thursday May 16

7:30 am - 8:30 am

Continental Breakfast

8:30 am - 9:30 am

Keynote Presentation

Working Better Together

John Dennis, AmTrust

 

The focus of this session is based on John's years of experience in the Premium Audit industry that he would like to share with attendees. John will start with why we should work together and discuss why it's difficult to work together, before moving on to how we can work better together and the benefits of working together in a better way.

9:30 am - 9:45 am

Break with Exhibitors

9:45 am - 10:45 am

General Session

Premium Fraud and the Underground Economy

Dominic Dugo, Insurance Fraud Expert & Retired Chief Deputy District Attorney, Vice President of Fraud Division - Delta Group

This session will explain how to uncover, investigate, and prosecute workers' compensation premium fraud and the related crimes of tax evasion and wage theft. Premium Fraud is a $25 Billion a year industry while the Underground Economy is $2 Trillion, Tax Evasion is $700 Billion, and Wage Theft is $50 Billion per year. Objectives: 1) Understand what Premium Fraud entails. 2) How to uncover, investigate, and prosecute Premium Fraud. 3) Learn what is Tax Evasion and Wage Theft, and how they interconnect to Premium Fraud.

10:45 am - 11:00 am

Break with Exhibitors

11:00 am - 11:45 am

General Session

What's Up at NCCI: Research, Filings, and Other Activities 

Veruschka Zachtshinsky, NCCI

This session focuses on what is currently going on at NCCI, specifically around research and filings. This includes ongoing research on classifications and rules, along with updates on projects related to the classification system. 

11:45 am - 12:30 pm

Lunch

12:30 pm - 1:15 pm

Concurrent Sessions

Managers Session

Managers View - CX, EX, & Premium Audit:  Elevating Customer Experience in Premium Audit

Verne Houston, EMC Insurance Companies

This session will go beyond defining and explaining customer experience to provide detail on how to measure and coach CX at your organization.  It will also delve into the topic of employee experience (EX) as an integral component of any organization's CX.

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Auditors Session

Auditors Roundtable Discussion

Haley Kennedy, CopperPoint Insurance - Moderator

This roundtable discussion offers a unique opportunity to engage with peers and industry experts, share experiences, and glean actionable insights for enhancing your ability to navigate the complex relationship with difficult insured clients. We hope to engage in meaningful conversation and share practical solutions to immediate challenges and how to proactively optimize your interactions with insureds.

 

1:15 pm – 1:30 pm

Break with Exhibitors

1:30 pm - 2:15 pm

Concurrent Sessions

 

Managers Session

Managers Roundtable Discussion

Nick Holdridge, AFIRM - Moderator

This session will offer an opportunity for interactive discussions to allow managers to leave equipped with actionable strategies and tools to navigate the complexities of managing difficult employees effectively. By fostering understanding, communication, and collaboration, managers can cultivate a positive work environment where all employees thrive and contribute to organizational success. 

 

Auditors Session

Auditors View - CX, EX, & Premium Audit:  Elevating Customer Experience in Premium Audit

Verne Houston, EMC Insurance Companies

This session will define and explain customer experience (CX) and relate the concept to your role as a Premium Auditor.  It will describe concerns related to CX and methods for providing positive customer experiences in premium audit interactions.
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2:15 pm – 2:30 pm

Break with Exhibitors

2:30 pm – 3:15 pm

Concurrent Sessions

Managers Session

Strategies for Effective Communication and Collaboration

Richard Pope, Steadpoint Insurance Group

Communication is essential for achieving organizational goals. Effective communication can improve teamwork, productivity, innovation, and customer satisfaction. Communication can also be challenging, especially in today’s complex and diverse business environment. This makes communication even more important and requires that we learn and apply communication strategies that can help connect us better with our teams and other stakeholders. This session will look at some of these communication strategies. We will discuss where texting, webexing, zooming, and MS teaming fit in our modern premium audit world with a younger and changing workforce.

Auditors Session

Large vs. Small Audits Panel Discussion

Susan Benson, Arch Insurance - Moderator

Amanda Woodard-Hebert, Old Republic Risk Management

Joan Rubash, CopperPoint Insurance

Josie McCain, DUAL North America

In this session, we will discuss the similarities and differences between auditing large, multi-state and code audits versus smaller, mono state audits.  The advantages for physical visits, virtual and hybrid will also be discussed.

 

3:15 pm – 3:30 pm

Break with Exhibitors

 

3:30 pm – 4:15 pm

Concurrent Sessions

Managers Session

Training in a Virtual Environment

Adrianne Sessions, Argo Group

This session will discuss how to better train auditors for work in a virtual world and how the educational offerings NSIPA currently has and is developing can help.

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Auditors Session

Evaluating Independent Contractor vs. Employee Status

Kay Payer, Expert Audit Services

The determination of whether an individual is classified as an employee or an independent contractor involves assessing a number of factors. While the specific rules can vary depending on jurisdiction and context, we will spend this session reviewing common criteria used to evaluate employment status and run through several case scenarios.

We'll review common criteria found in: IRS Guidelines; CA's AB5 and it's exemptions; Behavioral Control; Financial Control; Type of Relationship; Common Law Tests. We'll also review industries where worker classification standards may be particularly significant.
Together, we'll review several case studies to determine the existence or non-existence of potential exposures and how to document them.

Friday May 17

7:30 am - 8:30 am

Breakfast

8:30 am - 9:30 am

Keynote Presentation

State of the System

Bill Mudge, WCIRB

Andrea Coleman, WCIRB

 

9:30 am - 9:45 am

Break with Exhibitors

 

9:45 am - 10:30 am

General Session

2024 USRP Changes for the Restaurant and Electronics Industries, and Future Classification Studies

Paul Kim, WCIRB

Carrie Kosnik, WCIRB

Based on results of a multi-year study, Classification 9079(1), Restaurants or Taverns – all employees will be divided into 6 new classifications, effective September 1, 2024. The WCIRB will provide a high-level overview of these new classifications, as well also demonstrate a new online self-service tool to help you accurately classify operations that were previously assignable to Classification 9079(1). The WCIRB will also review the two additional Electronics Industry Group classifications that companion Classification 8874 will apply to, effective September 1, 2024. Lastly, the WCIRB will provide a preview of classification studies that are in progress.

10:30 am - 11:15 am

General Session

WCIRB Test Audit Program Updates

Paul Kim, WCIRB

Winnie Tso, WCIRB

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11:15 am – 11:30 am

Break with Exhibitors

11:30 am – 12:30 pm

General Session

Underwriting and Premium Audit

Ryan Squatrito, Starr Insurance Companies

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12:30 pm – 1:15 pm

Lunch

 

1:15 pm - 1:30 pm

Annual Business Meeting & Awards Presentation

 

1:30 pm - 2:30 pm​

General Session

​Carrier’s Perspective on Working with Vendors and Internal Audit Staff Panel Discussion

David Guman, Arch Insurance

Richard Pope, Steadpoint Insurance

Jason Fox, CopperPoint Insurance

Mike Warner, Builders Insurance Group

Henry H. Reese III, NJM Insurance Group

This session will be a panel discussion offering insurance carrier management perspectives on working with vendors and internal audit staff.

2:30 pm - 2:45 pm

Break with Exhibitors

2:45 pm – 3:45 pm

General Session

Vendor’s Perspective on Working with Carriers and Internal Audit Staff Panel Discussion

Andy Boese, Afirm

Troy Welch, Lowry

Jackie Jaskot, EXL

Lauren Andrist, NEIS

David Christensen, Zoom Audits

This session will be a panel discussion offering vendor management perspectives on working with carrier clients and internal audit staff. 

3:45 pm

Closing Remarks

THANK YOU TO OUR SITE SPONSORS
 
 
 
 

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