PRIMA Institute 2021 Brochure by Moire Marketing Partners

BIG IDEAS. SMALL SETTING.

PRIMA INSTITUTE 2021 The Industry’s Premier Risk Management Educational Program October 25–29 // Nashville, Tennessee PRIMA Institute 2021 (PI21) is an innovative educational symposium comprised of fundamental risk management curriculum, outstanding faculty, and excellent networking opportunities. PI21 is aimed at new and seasoned risk management professionals who want to learn more about emerging trends and best practices.

ATTENDEE INFORMATION ENHANCE YOUR PUBLIC RISK MANAGEMENT SKILL-SET AND JOIN YOUR PEERS AT 2021 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 : • Competitive Curriculum PI is comprised of four learning phases. Phase 1 through 4 contain increasingly rigorous sessions that provide an excellent platform for attendees to learn and build their risk management skill-set. The final day of the training will focus on hot topics impacting the public risk management profession. • 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. • Network Outside the Classroom Casual networking events allow attendees and faculty members to build valuable professional relationships that reach beyond the classroom.

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 25–27: Phases 1–3 • Wednesday through Friday, October 27–29: Phases 3, 4 and Hot Topics Three Day Rate

Daily Rate

Before August 31

After August 31

Member*

$735

$840

$320

Non-Member

$985

$1089

$400

*Full-time students will receive the PRIMA member rate, with valid student ID. Your registration fee includes continental breakfast and lunch daily, in addition to the Wednesday networking event. HOTEL INFORMATION PRIMA Institute will be held at Sheraton Music City Nashville 777 McGavock Pike Nashville, TN 37214

Special Rate: $159 + tax (Tax is currently 15.25% + $2.50 per night)

Make a Reservation: Call the toll-free reservations line at 888-627-7060 and mention the Public Risk Management Association. The preferred airport for Sheraton Music City Nashville is Nashville International Airport (BNA). The airport is conveniently located when visiting the hotel. Airport shuttle service is provided complimentary — Mon-Sun: 5:00 AM – 11:00 PM. NETWORKING AT PI21 Networking is essential to your success as a professional. Attend the PI21 networking event! Wednesday, October 27 • Social Hour PI participants will gather for a fun-filled social hour. 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 #PI21! Connect with your risk management peers and conference attendees through Facebook, Twitter, and LinkedIn.

THANK YOU TO OUR GOLD LEVEL PI21 SPONSOR!

MONDAY, OCTOBER 25 Day One • Phase 1

WELCOME

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. MEASURING SAFETY PERFORMANCE According to the U.S. Department of Labor - Bureau of Labor Statistics, nonfatal workplace injuries and illnesses among local government workers have been close to twice that of private industry workers and almost one and a half times that of state government counterparts. Do you have a safety management program in place that achieves a best practice safety culture? How “mature” is your safety management program? Have you taken the time to conduct an unbiased assessment of what is working and what may need improvement? This session will explore eight key components of a safety management system and allow participants to grade themselves on a continuum for achieving a best practices safety culture. Speaker: Tiffany Allen, Travelers PROTECTING YOURSELF WITH GOOD PERSONNEL POLICIES Having personnel policies is a good idea, having “good personnel policies” is a great idea. Understanding and following those policies can help you avoid an employment liability exposure. The policies you have in place should meet your needs as an employer. Understanding and abiding by those policies is critical. You can be sure your employees will know if your policies are more to their advantage than yours. Speaker: Tina Stevens, Virginia Risk Sharing Association GLOBAL INSURANCE MARKET This short session will discuss the global insurance market, historically and today. This session will examine property and casualty separately as well as factors that are driving the current market. Attendees will walk away with a firm grasp on how to help their entity adapt to market shifts. Speaker: Carleen Patterson, ARM-P, CIC, CRM, Alliant Insurance Services, Inc.

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

CONTRACTUAL RISK TRANSFER This interactive session will provide attendees with a basic understanding of contractual risk transfer through the use of contracts, including the use of hold-harmless and indemnification provisions and waivers. The speaker will also discuss certificates of insurance, what they are, when they should be used, and the difference between a certificate of insurance and a policy endorsement. The presenter will use different real life examples covering areas such as service contracts, maintenance contracts and everyone’s favorite--special events contracts. More in-depth discussions on certificates of insurance and special events have been incorporated in the PI 2021 programming later in the week. Speaker: Amy Larson, Esq., City of Bloomington, MN HOW TO BUILD A RISK MANAGEMENT CULTURE WITH LEADERSHIP AND BUY-IN The most often overlooked step in establishing a risk management culture is the first one: establishing a clearly defined mission toward which the group may strive, ensuring a continuity of success and accomplishment within your organization. The late author Stephen Covey outlined two essential principles of effectiveness: Getting First Things First and Beginning with the End in Mind. The failure to get your thinking “right” and clearly defining what you’re trying to accomplish continues to be a foundational “failure disease” for organizations. Further, are you attempting to lead your team as a positional leader or an influential leader? This session highlights the relationship between the organization’s cultural core, and the passion its staff will have toward group accomplishment. This session will also examine critical elements such as hiring & retention, identifying mentors and counselors, and investing in your people. Speaker: Michael Fann, Public Entity Partners

#PI21

TUESDAY, OCTOBER 26 Day Two • Phase 2

R I S K M A N A G E M E N T TA B L E TA L K

Participate in an engaging information exchange regarding issues impacting public risk management professionals.

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 of government as it serves and protects. This will be an interactive session and attendees will be encouraged to provide examples of their special events and how they transferred the risk of holding these much beloved events, as well as a number of examples of special event risk management the speaker will provide. Speaker: Amy Larson, Esq., City of Bloomington, MN WHERE ARE WE NOW?: EMPLOYMENT LAW IN THE MIDST OR AFTERMATH OF THE COVID-19 PANDEMIC For the final nine months of 2020, COVID-19 birthed new regulations, new leave rights, and new requirements for employers to manage in their workplaces and with their staff. The speakers will highlight and update how the employment law landscape has changed over 2021 and discuss the challenges and pitfalls employers many face as the pandemic continues or, hopefully, wanes. Speakers: Ian Beck, Jones, Skelton & Hochuli, PLC Gordon Lewis, Jones, Skelton & Hochuli, PLC COVID-19: WHAT HAVE WE LEARNED? COVID-19 brought many changes to the employment front and our society in general. This session will review how this pandemic impacted employee benefits programs, the insurance industry as a whole, and public employers. We will discuss lessons learned and include tips on how to respond when (if) another crisis comes. Speakers: Kurt Braatz, MPA, SPHR, Arizona Counties Insurance Pool Terri Evans, Employer Advisory Services Jose Peralta, ARM-P, Aon

THURSDAY, OCTOBER 28 Day Four • Phase 4

LEGAL TRENDS IN WORKERS’ COMPENSATION Keeping up with the constantly shifting legal and regulatory environment impacting the workers’ compensation in the public risk segment is an arduous process that has only increased in difficulty given the events of 2020. In this session, the speaker will highlight some emerging trends affecting workers’ compensation as after-effects of the COVID-19 pandemic. He will review how legislative changes, COVID-19 vaccine mandates, and technology usage affects the workers’ compensation industry and offer practical considerations to help you lean into this new normal while still mitigating risk. Speaker: Geoffrey Jones, Midwest Employers Casualty HOW TO USE YOUR DATA SO PEOPLE CARE/TREND ANALYSIS/RMIS SYSTEMS This session will review strategies for how to use data to identify risk management improvement opportunities and establish goals and performance metrics to manage the improvement process. Also covered will be approaches for using risk management data to support loss trend analysis and promote action from line managers and front line employees. Key features to consider when selecting a risk management information systems (RMIS) will also be covered during the session. Speaker: David Weightman, PMA Companies FUNDAMENTALS OF SELF INSURANCE AND SIRS This program will provide information regarding necessary steps to begin the self-insurance process, including managing a large self-insured retention with purchased insurance. These steps will help in determining whether or not your entity is ready for self insurance. No matter what type of insurance you are considering for self-funding— workers’ compensation, liability, P&C, health, unemployment, life, LTD—you are evaluating similar information in your decision making process. We will also discuss stop-loss/reinsurance protection. Speaker: Terri Evans, Employer Advisory Services

PRIMA INSTITUTE 2022 PLANNING

Attendees of PI21 will provide feedback and participate in building the education curriculum of next year’s Institute.

SYSTEMIC RACISM AND MICRO-INEQUITIES Systemic racism and micro-inequities are detrimental to individuals, and more broadly the success of any organization. As public risk management professionals, how can we work to mitigate the risk and create a safe work environment for all? This session will focus on the identification of and strategies to reduce systemic racism and micro-inequities. Speaker: Mauricio Velasquez, MPA, Diversity Training Group

NAVIGATING THE GENERATIONAL GAP The workplace is undergoing a tremendous shift as Baby Boomers retire, Gen-X and Millennials assume leadership positions and Gen-Z enters the marketplace. In addition to managing the transfer of institutional knowledge and incorporating new ideas, the insurance industry needs to focus on the retention and recruitment of high-quality talent to move into this new decade. All of this requires proactive, intentional and strategic implementation because this unprecedented turnover of people, in conjunction with rapid societal technology and business change, makes it a moving target. This session will outline some guiding principles and specific tactics to consider for those tasked with making this a seamless transition. Speakers: Mark Pew, Preferred Medical Karen Caterino, MBA, Willis Towers Watson

WEDNESDAY, OCTOBER 27 Day Three • Phase 3

W H AT D O T H E P R O S K N O W ?

A panel comprised of seasoned public risk managers will respond to questions posed by PI attendees.

TELEMEDICINE, SUBROGATION AND WORKERS’ COMPENSATION With technology use replacing and altering traditional workers’ compensation claims handling, the speakers will explore how those technologies affect medical treatment and recovery opportunities. Topics covered will include the evolution of telemedicine in workers’ compensation, along with the advantages and disadvantages of this now frontline treatment method, and how it can help your workforce tackle the psychological challenges presented by the current environment. The speakers will also discuss new subrogation technologies that are emerging. Reflecting on their use in other property casualty arenas, they will consider the impact they could have on current and future workers’ compensation subrogation practices and management. Speakers: Terri Evans, Employer Advisory Services Geoffrey Jones, Midwest Employers Casualty EDUCATION AND ALL THINGS RISK This session discusses emerging risks impacting our U.S. educational systems: sexual abuse, nuclear jury verdicts, internship program challenges, managing risk transfer particularly involving AIA contracts, Title IX, the impact of COVID-19 on students, reputation risk and other various exposures applicable to both K-12 and higher education. The speakers will review the insurance industry’s response to civil unrest, COVID and on the property side - convective storms. Join us to also discuss different methods of risk control solutions and various specialty coverages that are available to assist in mitigating the risk to your entity. Speakers: Chontel Houjet, Maricopa Community Colleges Nancy Sylvester, CPCU, ARM-P, Arthur J. Gallagher & Co. LITIGATION MANAGEMENT & STATE TORT CLAIM LIMITS This presentation is focused on the relationship between the risk manager and the organization’s attorney, which can be a pivotal element in the success of the organization in dealing with legal issues and claims. Resolving issues early and quickly saves the organization money, time and reduces the distraction caused by litigation. Developing a positive professional relationship between the risk manager and the attorney creates value for the organization. It also explains that tort claims against the entity are based on state law. Speaker: J. Michael Billingsley, City of Kingsport, TN

CYBER LIABILITY FUNDAMENTALS This session will provide a foundation for what cyber insurance coverages are commonly available, and how they may respond in the event of a breach of network or information security. This will include a discussion of the basics of a cyber insurance policy including the service commonly offered with the policy, the types of losses that may be covered and the underwriting analysis that takes place during the process of obtaining insurance. Speaker: Kirstin Simonson, Travelers

CERTIFICATES OF INSURANCE: MANAGING YOUR INDEMNITY RELATIONSHIPS Understanding the simplicity and complexity of certificates of insurance is an art form in itself. This session will breakdown certificates of insurance as we examine the nuts and bolts of coverage, policy dates and document as proof of insurance. We’ll talk about the circumstances where certificates are often requested – construction projects, permitting, special events, and professional services and why it’s important to take a second look at how those certificates impact the totality of your risk. Finally, we’ll discuss why it’s important to match your certificate to your contract and to track those pesky expiration dates as you bring your project to conclusion. Speaker: Amy Larson, Esq., City of Bloomington. MN BIG HEADACHES SOMETIMES COME IN SMALL PACKAGES Sometimes an apparent small aspect of an incident does not appear to have any impact regarding the liability or the ultimate value of a case. This session will show that even a seemingly minor aspect found in a case investigation that originally was believed to be insignificant can turn out to be what raised the exposure to an unexpected higher level. It is very important to closely review all investigation reports to determine if there is any part of the investigation that could grab a jury’s attention should the case go to trial. Speaker: Richard Spiers, CPCU, ARM, ARe, AIC, Spiers Consulting, LLC

FRIDAY, OCTOBER 29 Day Five • Hot Topics

W H AT D O T H E P R O S K N O W ?

A panel comprised of seasoned public risk managers will respond to questions posed by PI attendees.

POLICE LIABILITY IN THE COURT OF PUBLIC OPINION This updated session on police liability will discuss recent high-profile cases involving alleged excessive force and discrimination. We will analyze the legal issues and challenges surrounding each case and discuss how the media attention has shaped modern law. Discussion will include a review of recent jury verdicts, rulings by judges and the so-called people’s court. Speakers: Michele Molinario, Jones, Skelton & Hochuli, PLC Joseph Popolizio, Jones, Skelton & Hochuli, PLC PREVENTING PTSD, STRESS MANAGEMENT & RESILIENCY In the current environment with all the political, racial and health unrest, the real or perceived danger of many factors can weigh heavily on individuals in the public sector. This session will focus on the events that can lead to PTSD and the risks that can make some individuals more prone to fall victim to it. The pandemic heightened our awareness of how social isolation, quarantine and ongoing health issues can have untoward outcomes. There will be special attention on our first responders, how they felt and what happened to them during the pandemic. We will explore the various scenarios and how PTSD develops. This will include the impacts at a personal level and to work and family life. We will discuss how to prevent PTSD by focusing on resiliency, identify early signals and the latest treatments. Speaker: Teresa Bartlett, MD, Sedgwick Claims Management Services, Inc.

EMERGING ISSUES IN SCHOOL RISK MANAGEMENT With the change in administrations in Washington and recent Supreme Court rulings pertaining to sexual identity and the definition of sex, this presentation is focused on providing awareness on recent changes in laws and federal agency approaches to current laws, such as Title IX. It will also provide an overview of other school risk issues, such as FERPA and school security. Speaker: J. Michael Billingsley, City of Kingsport, TN

MITIGATING RISK IN DIVERSITY, EQUITY AND INCLUSION There are pros and cons to creating a diverse, equitable and inclusive work environment. Studies, reports, articles and blogs seem to focus mostly on the pros of having a more inclusive workforce, very few venture into exposing and exploring the cons of this type of experience. Those who are informed know without a doubt that in the long-run a more diverse and inclusive workforce leads to higher returns on investment and a significantly more engaged and satisfied workforce. They also know that poorly aligned, vetted and culture focused DEI initiatives will fall flat and leave a brand that is tarnished and a workforce that is disheveled. Speaker: Pamela Green, MBA, SPHR, PCC, ICC, Pamela J. Green Solutions, LLC

SECURING TOMORROW: AN EVOLVED APPROACH TO CYBER RISK REDUCTION Whether it’s ransomware impacting critical infrastructure or State and Local governments, or data exfiltration compromising Americans’ sensitive information, the impact of cybersecurity — or cyber insecurity — on our daily lives is more visible than ever before. Join CISA Assistant Director Bob Kolasky as he discusses the Agency’s newest collaborative effort to reduce the Nation’s shared risk to cyber incidents through the development and sharing of risk analysis methods and enterprise risk management best practices from across the critical infrastructure, SLTT governments and cyber research community. Speaker: Bob Kolasky, Cybersecurity and Infrastructure Security Agency’s National Risk Management Center at the Department of Homeland Security

MEDICAL MARIJUANA - LEGAL AND MEDICAL IMPACT ON WORKERS’ COMPENSATION With medical marijuana approved for use in a large number of states, it is just a matter of time until it receives federal approval. In this session, the speakers discuss how this will influence claims from a medical and legal point of view. They will address the history of medical marijuana use, the validity of using medical marijuana for different types of claims, the legal landscape and implications of the large-scale use and liberalization, and what you can or should do when your claims include medical marijuana. Speakers: Fernando Branco, MD, FAAPM&R, Midwest Employers Casualty Daniel Dalton, Midwest Employers Casualty

THE TRUE COST OF AGING INFRASTRUCTURE This session will review examples of aging infrastructure incidents and how their failure impacted the entities that owned them. Up for discussion will be strategies for identification, mitigation and risk transfer. As a result of this session, attendees will garner an understanding of the liability implications associated with aging infrastructure. Speaker: Jose Peralta, ARM-P, Aon DRONES – KEY POLICY ISSUES Small, unpiloted, remotely operated aircraft (aka drones) can provide assistance with site inspections, search and rescue, crime scene investigations and aerial surveillance. They are inexpensive, effective and they raise unique liability issues for operators. In this session, we will review the risk management issues related to the use of drones and consider key policy issues and potential solutions, raising your awareness to new heights. Speaker: Brandon Miller, Arthur J. Gallagher & Co. EMERGING TOPICS FOR 2022 AND BEYOND This session shall explore five to 10 of the emerging topics most critical to the mission of public and educational entities. The private sector is consumed with disruptions to profits and shareholder value but public agencies must contend with the potential interruption of critical services to their constituents as well as a rapid recovery to normal. This session will also touch on the emerging trends that threaten both. Speaker: John Chino, ARM-P, ARM-E, CSRM, Arthur J. Gallagher & Co.

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

#PI21

PRIMA INSTITUTE 2021 The Industry’s Premier Risk Management Educational Program

October 25–29, 2021 Nashville, Tennessee institute.primacentral.org