PRIMA Institute 2020 Brochure by Moire Marketing Partners

BIG IDEAS. SMALL SETTING.

The Industry’s Premier Risk Management Educational Program October 26–30, 2020 • Washington, DC PI 20 is an innovative educational symposium comprised of fundamental risk management curriculum, outstanding faculty, and excellent networking opportunities. PI 20 is aimed at new and seasoned risk management professionals who want to learn more about emerging trends and best practices.

ENHANCE YOUR PUBLIC RISK MANAGEMENT SKILLSET AND JOIN YOUR PEERS AT 2020 PRIMA INSTITUTE! P I AT T E N D E E S E N J OY T H E F O L L O W I N G B E N E F I T S : • 100, 200 and 300 Level Sessions These sessions, which become increasingly rigorous, provide an excellent platform for attendees to learn and build their risk management skill-set. • Educators Who Are Leaders in the Industry Instructors are subject matter experts and risk management practitioners who utilize innovative teaching styles to engage and develop attendees. • Collaborative Learning Classroom instruction combined with interactive group learning offer attendees an opportunity to flourish in a holistic educational experience. Each day begins with an interactive information exchange with peers. • Customized Experience Daily themed tracks frame this intense risk management training, allowing participants to attend specific days or focus on select sessions according to their learning needs.

ATTENDEE INFORMATION REGISTRATION REGISTRATION FOR ENTIRE PROGRAM Before August 31

After August 31

Member*

$1,000

$1,100

Non-member

$1,500

$1,600

A LA CARTE PRICING Can’t get away from the office for a full week? Pay a la carte pricing and attend three out of five days, or one day. • Monday through Wednesday, October 26–28: Risk Leadership, Risk Methodology and Emerging Trends in Risk • Wednesday through Friday, October 28–30: Emerging Trends in Risk Daily rates available on the PRIMA Institute website: institute.primacentral.org Your registration fee includes continental breakfast and lunch daily. HOTEL INFORMATION PRIMA Institute will be held at The Westin Alexandria Old Town 400 Courthouse Square Alexandria, VA 22314

Special Rate: $189 for a standard single/double room (plus taxes) Reservation Deadline: October 2, 2020

Make a Reservation: Call the toll-free reservations line at 703-253-8600 and mention the Public Risk Management Association. NETWORKING AT PI 20 Networking is essential to your success as a professional. PI 20 features networking opportunities with a “Get to Know Your Peers” session, “Business Card Exchange” session, a social event, and more. SPECIAL ACCOMMODATION REQUEST Email meetings@primacentral.org with your specific needs or check the appropriate box during the online registration process. SOCIAL MEDIA Join your peers and the excitement before, during, or even after #PI20! Connect with your risk management peers and conference attendees through Facebook, Twitter, and LinkedIn.

SPONSORS PI 20 would not be possible without the generous support of our sponsors. GOLD

SILVER

BRONZE

MONDAY, OCTOBER 26 Day One • Risk Leadership – 100 Series I N F O R M AT I O N E X C H A N G E PI begins with introductions, and attendees will learn and share information regarding their public risk management challenges and accomplishments. RISK TERMINOLOGY AND INSURANCE COVERAGES This session will introduce both basic, advanced, and evolving risk terminology, and will analyze the numerous types of exposures and the various ways to protect your entity, either via insurance or other alternative risk transfer options. Speaker: Carleen Patterson, ARM-P, CIC, CRM, Alliant Insurance Services, Inc. NEW RISK MANAGER COPING SKILLS As a new risk manager, you have walked into a stressful job. You are making decisions with financial and even life-changing implications, too often based on limited information. This is on top of other life stressors. This presentation will briefly review the medical science of stress and the signs of excessive stress that we need to monitor. It will then review a number of approaches to stress management. Speaker: Dr. Michael Lacroix, The Hartford SAFETY COMMITTEE EFFECTIVENESS Attendees will define and develop roles and responsibilities to promote effective safety committee operations. Participants will also organize an effective agenda and develop a communication plan that is conducive to functioning as a cohesive unit. Speaker: Tiffany Allen, Travelers

For more information, contact Shaunda Ragland, PRIMA’s director, education & training, at sragland@primacentral.org or at 703.253.1261.

*GET TO KNOW YOUR PEERS Attendees will engage in discussions with their peers regarding timely topics impacting the public risk management profession. YOU’RE THE NEW RISK MANAGER, NOW WHAT? Often, we begin our careers being thrust into the new and exciting role of risk professional. Many of us have little experience in all aspects of risk management. Application of practices and principles taught in our degree programs do not always transfer adequately into the real, potentially political, world. This session will give insight into the real world of a risk manager. Speaker: Terri Evans, City of Kingsport, TN CLAIMS, NEGOTIATIONS AND SETTLEMENTS Whether fully insured or self-funded in coverage lines, risk managers must know the importance of effective negotiation techniques and settlements. We need to ensure we have input into how insurance carriers are evaluating claims against our entity, as the political ramifications can be huge if claims are not handled effectively. This session will provide information of what to look for and how to include yourself in the negotiation process. Speaker: Terri Evans, City of Kingsport, TN

#PI20

TUESDAY, OCTOBER 27 Day Two • Risk Methodology – 200 Series RISK MANAGEMENT SCENARIOS Attendees receive a complex public risk management issue and work together to create a plan to resolve the issue. On Friday, attendees will share their response to their respective issue. UNDERSTANDING ACTUARIAL – RISK FINANCING Risk financing is the estimation of costs associated with self-insurance. It encompasses several components including loss forecasts, operational expenses, and reinsurance costs. Since the forecast is for future costs, actuarial principles are used to quantify these estimates. This session is designed to help attendees understand how the overall financing fits in the big financial picture. Speaker: Mujtaba Datoo, ACAS, MAAA, FCA, Aon SHELL-SHOCKED: CONSIDERATIONS FOR HANDLING CATASTROPHIC AND PRESUMPTIVE CLAIMS Review a variety of considerations when faced with a catastrophic injury case or a presumption claim, including pre-injury planning, acute injury management, post-acute injury handling, and legal implications. The presentation will also incorporate a discussion of the evolution of presumptive injury types and the emerging challenges faced by the public risk sector. Speakers: Geoffrey R. Jones, Midwest Employers Casualty Rachel Paul, Midwest Employers Casualty Susan Strickler, Arizona Counties Insurance Pool AMENDMENTS TO THE AMERICANS WITH DISABILITIES ACT: IMPLICATIONS FOR PUBLIC ENTITIES In response to several U.S. Supreme Court decisions, Congress amended the Americans with Disabilities Act (ADA) in 2008. Recently, the implemented regulations promulgated by the EEOC went into effect. These changes present challenges to public

employers that must predict their responsibilities under a recalibrated ADA. Public human resource managers have to determine how to meet their shifting obligations in a climate of fiscal uncertainly and legal ambiguity. This session will examine recent statutory, regulatory and case law developments that impact public entities’ human resource obligations under the ADA. Speakers: Ben Eggert, JD, Wiley Rein Michael Otworth, MBA, CPCU, ARM, Genesis Management Insurance Services WHAT DO THE PROS KNOW? A panel comprised of seasoned public risk managers will respond to questions posed by PI attendees. HONOR THE FALLEN BY TRAINING THE LIVING Below 100, a program designed to reduce officer fatalities, has identified five key tenets by which we can improve officer safety. Below 100 isn’t about statistics, it’s about each and every officer, trainer and supervisor taking individual and collective responsibility for the decisions and actions that contribute to safety. For those in a leadership position, Below 100 means supporting a culture of safety throughout your department. Just as importantly, hold accountable those who stray outside what should be common sense. Finally, Below 100 is a challenge that recognizes each officer death as a tragedy. Only by working together can we keep our streets and ourselves safer. Speaker: Kurt Braatz, MPA, SPHR, Arizona Counties Insurance Pool

WEDNESDAY, OCTOBER 28 Day Three • Emerging Trends in Risk – 200 Series G E T TO KN OW YO U R PE E RS Attendees will engage in discussions with their peers regarding timely topics impacting the public risk management profession. FIRST AMENDMENT INTERACTIONS Has your entity received a First Amendment audit? Learn what kind of audit it is, if your employees are prepared, and how your entity should respond. This session will explore dealing with First Amendment issues as they pertain to public entities and public places. Speaker: Terri Evans, City of Kingsport, TN Amy Larson, City of Bloomington, MN TRENDS IN PUBLIC ENTITY WORKERS’ COMPENSATION SEVERITY - IS CLAIM FREQUENCY A PREDICTOR OF SEVERITY? Review strategies for identifying and managing workers’ compensation severity exposures encountered by government agencies. There is a long-held belief that accident frequency is a predictor of accident severity. To test this assumption, and the relationship between claim frequency and severity events, The PMA Companies looked at more than 55,000 workers’ compensation claims and more than 400 severe loss events from 2012 to 2016. We will share the highlights from this study including severe loss events by the operating department, strategies for predicting and managing severity exposures and investigate whether claim frequency was a predictor of severe claim events in our study. Speaker: David Weightman, The PMA Companies

LIFE SAVER: NARCAN Examine the development of opioid overdose prevention legislation, naloxone programs and considerations for the implementation of policies and procedures. The speaker will discuss the origins of the opioid epidemic, progression to heroin abuse, opioid antagonists, the differences between opioid antagonists and mechanisms for controlling costs. The session will also cover potential solutions to the growing challenges faced by our communities and the consequences from the widespread availability of opioid antagonists. Speaker: Geoffrey R. Jones, Midwest Employers Casualty BUSINESS CARD EXCHANGE PI serves as a platform for life-long professional relationships. The business card exchange is a fun networking opportunity that will allow attendees to chat and share business cards. FIRST RESPONDER LIABILITY This session is designed to increase awareness and understanding of critical risk management trends and the latest first responder liability developments. A description of the basic civil liability judicial environment will be presented and the critical importance of reasonable, defensible decision-making will be discussed. Further, the critical importance of understanding federal and state guidelines will be examined. In addition to the legal implications, we will also address the impact of positive contacts with the public and superior interpersonal. Attendees will also walk away understanding the importance of ensuring that the highest ethical standards are maintained throughout all levels of the first responder agency. Speakers: Michael G. Fann, ARM-P, MBA, Public Entity Partners George Dalton, ARM-P, MCM, Public Entity Partners

THURSDAY, OCTOBER 29 Day Four • Emerging Trends in Risk – 300 Series PI 21 PLANNING Attendees of PI 20 will provide feedback and participate in building the education curriculum of next year’s Institute. REACHING HIGHER: A CAREER ADVANCEMENT MODEL FOR RISK PROFESSIONALS Discover a simple, actionable model for building a successful career in risk management. This presentation is for current, new and aspiring risk management professionals who want to learn how to build a formidable career that you will love. Learn how to build the skills you need to be an effective risk manager, how to find confidence and know-how to not only become an effective practitioner, but to navigate your career amid complexity and organizational change.

This presentation focuses on career strategy, finding clarity, building confidence and fostering the courage to ask for what you want. Speaker: Margaret Spence, RMPE, C. Douglas & Associates, Inc. SPECIAL EVENTS Community special events serve several functions within a municipality: they enrich the lives of a community, attract interest in local businesses, increase sales tax revenue and sometimes tax the patience

FRIDAY, OCTOBER 30 Day Five • Emerging Trends in Risk – 300 Series R I S K M A N A G E M E N T R E S O L U T I O N P R E S E N TAT I O N S Attendees will share their response to a complex public risk management issue. “YOU’RE GOING TO SIT IN MY SEAT”: THE FRAMEWORK TO BUILD AN UPLEVEL CAREER LADDER Managing your career requires clarity, courage, vision and action. As an emerging leader, you get to decide how you navigate your career. More importantly, you get to determine who will help you realize your leadership vision. In this session, we will ignite your passion to build a vision for your career—a path from the desk you occupy to the seat you want to be in. By the end of this hands-on workshop, attendees will have a working Uplevel Career Journey Map that they can use as a compass for career growth. Speaker: Margaret Spence, RMPE, C. Douglas & Associates, Inc. THE POWER GRID & PUBLIC RISK An aging U.S. power grid, new transformational technologies and the specter of cyber vulnerabilities are all changing the risks faced by public entities. This session will explore how the power grid is changing as well as the ways to meet those changes proactively. Speaker: Jose Peralta, ARM-P, Aon CYBER BREACHES This session will feature a discussion focused on the City of Atlanta’s ransomware attack and how municipal entities can best prepare for similar scenarios. Speaker: Tamika Pucket, City of Chicago, IL Sou Ford, Willis Towers Watson

of the government as it serves and protects. Utilize a framework for successful partnerships between event organizers, government, local businesses and the community at large. Discuss your ideas and concerns for special events such as road races, parades, air shows, regattas, petting zoos, beer gardens, farmers markets and more. Speaker: Amy Larson, City of Bloomington, MN WRITING RFPS Drafting a good RFP is the first step to selecting the right vendors for your organization. What separates a good RFP from an average one? What’s the goal of releasing an RFP? How do you ensure fairness through the process and drive the best responses? Join the discussion as we share perspectives on writing a best-in-class RFP for your organization.

APPLYING RISK MANAGEMENT TO A NON-INSURABLE PROBLEM Participants will use a series of case studies to illustrate how risk management concepts and principles can be applied to managing non-insurable challenges. Examples will include how an organization leveraged a risk-based approach to manage challenges around homelessness, and will include a discussion around how an enterprise risk management (ERM) approach can support and enhance other operational processes. Speaker: Lisanne Sison, Arthur J. Gallagher & Co. KEY CONSIDERATIONS IN HIGH PROFILE CRITICAL INCIDENTS In today’s world, incidents within a public entity often end up in the news or social media. Learn to train staff to prepare for the handling of critical incidents, with tips on how to quickly identify circumstances that generate a highly publicized incident and show the processes that help effectively manage these situations. This session will also deliver methods in which to restore the public’s confidence through community engagement, resolution or public inquiry. Speaker: Richard Spiers, CPCU, ARM, ARe, AIC, Spiers Consulting, LLC

Speaker: Byron Given, Arthur J. Gallagher & Co. GENERATIONAL DIVERSITY – AGE DIVERSITY IN THE WORKPLACE During this session, the speaker will focus on all of the generations in the workplace and the interplay or potential conflict that involves them. Tips, techniques and tools for minimizing the potential for generational friction or conflict will be presented. Comprehensive training content will also be included in the presentation. This will be a highly interactive and participant-centered workshop. Speaker: Mauricio Velasquez, Diversity Training Group

Public Risk Management Association 700 S. Washington St., Suite 218 Alexandria, VA 22314

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PRIMA INSTITUTE The Industry’s Premier Risk Management Educational Program

October 26–30, 2020 Washington, DC institute.primacentral.org