PRIMA Institute 2023 Brochure

BIG IDEAS. SMALL SETTING.

PRIMA INSTITUTE 2023

The Industry’s Premier Risk Management Educational Program

October 16–20 // New Orleans, LA

PRIMA Institute 2023 (PI23) is an innovative educational symposium comprised of fundamental risk management curriculum, outstanding faculty, and excellent networking opportunities.

PI23 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 2023 PRIMA INSTITUTE!

PI ATTENDEES ENJOY THE FOLLOWING BENEFITS:

•

100, 200 and 300 Level Sessions

Sessions that 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.

•

Network Outside the Classroom

Casual networking events allow attendees and faculty members to build valuable professional relationships that reach beyond the classroom.

Day One • 100 Series

WELCOME

PI begins with introductions, and attendees will learn and share information regarding their public risk management challenges and accomplishments.

ROCKETS AND EXPLODING BOMBS: A CAREER IN RISK MANAGEMENT

You are new to your entity or new to risk management. Which job tasks should you focus on to launch you to success and what things will blow up in your face? This session will touch on areas of workers’ compensation, relationships and claims. You will know exactly what to focus your time on in order to achieve a lunar shot in your career while avoiding the meteors of disaster.

Speaker: Dean Coughenour, ARM, City of Flagstaff, AZ (Ret.)

INSURANCE POLICY BASICS

This course will educate and inform you on how to read and interpret an insurance policy. Most insurance policies contain terms that can be hard to understand and policies are often written in a confusing manner. Taking the time to understand your policies is well worth the effort. Besides providing coverage, policies also assign certain responsibilities to the insured called conditions or claim reporting requirements.

Speaker: Scott Thomason, Arthur J. Gallagher & Co.

CLAIMS MANAGEMENT 101: WHAT BATTLES TO FIGHT

Understanding where to focus your time and effort on the workers’ compensation claim life cycle can be demanding. The goal of a smooth and collaborative process is often disrupted by instances where the injury, treatment and recovery become complex, raising questions that require in-depth investigation and strategies to successfully manage the claim. This session will explore the integral path of a workers’ compensation claim and discuss methods to appropriately maintain a collaborative spirit. When collaboration doesn’t work, Patty and Geoff will discuss pathways of disputes which can ensure that the claim moves forward towards stabilization and potential settlement.

Speakers:

Patty Reinecke, Midwest Employers Casualty

Bill Ahrens, Midwest Employers Casualty

TOP 10 THINGS TO DO IN YOUR FIRST YEAR OF RISK MANAGEMENT

Moving into a risk management position can be daunting. There are so many different aspects and responsibilities that it is hard to know where to start. Gain the knowledge that will help you build a strong foundation for successfully assisting your entity and growing your career. This session is about actual takeaways that you can apply immediately.

Speakers:

Terri Evans, Employer Advisory Services

Amy Larson, Esq., City of Bloomington, MN

6 PERSONAL PRODUCTIVITY STRATEGIES TO PICK UP THE PACE WITHOUT INCREASING YOUR STRESS

Everyone feels like they are maxed out every waking hour… especially work hours. Yet, there is almost always a stack or a list or an inbox that still needs more time. This presentation delivers six practical strategies that will help you truly maximize your time and energy. From how you schedule your appointments and arrange your day/week, to a strategy that will help you tackle the “necessary evils” of your job in a proactive and productive way; incorporating these ideas into your daily routine will help you get more done without working more hours. You’ll also be able to reduce the stress often caused by unfinished tasks.

Speaker: Randy Anderson, CSP, e3 Professional Trainers

WHAT INSURANCE DO YOU WANT IN YOUR CONTRACTS?

Effective transfer of risks associated with contracted work is an essential component of any risk management program. Failing to obtain the appropriate hold harmless agreement or insurance documentation can leave you paying the bill for someone else’s negligence or error--costs your agency could have avoided. Participants will learn a process for effective contractual risk transfer, including: how to identify good and bad hold harmless agreements; questions for identifying and prioritizing your risks; insurance specifications to get you the protection you need with the least hassle how to verify what you receive is what was requested. Participants will receive sample specifications, forms and checklists to assist them in their efforts.

Speaker: Courtney Ramirez, Alliant Insurance Services, Inc.

TUESDAY, OCTOBER 17 Day Two • 200 Series

BREAKOUT/Q&A SESSION

Attendees will participate in an engaging information exchange regarding issues impacting public risk management professionals.

BUILDING A ROBUST RISK MANAGEMENT PROGRAM

Risk management isn’t purchasing insurance. It isn’t paying claims. It isn’t doing site visits. It’s all of this and MORE. This session will look at what makes a successful and robust risk management program and how you, as a risk professional, can move your program forward.

Speakers: Lori Gray, County of Prince William, VA Carleen Patterson, ARM, ARM-P, CIC, CRM, Alliant Insurance Services, Inc.

SPECIAL EVENTS

Special events can present special and unusual types of risks for your entities. 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. In this interactive presentation, the speaker and attendees will provide examples of special events and will discuss risk transfer options, including the use of permits, risk transfer, insurance and the use of waivers, as well as discussing lessons learned in association with these special events.

Speaker: Amy Larson, Esq., City of Bloomington, MN

EMPLOYMENT LAW UPDATE

This session will provide an overview of recent labor and employment cases, trends and traps for employers. The presenters will use real scenarios to highlight areas of risk and work through how employers can mitigate them.

Speakers:

Liani Reeves, Bullard Law

Jess Osborne, Bullard Law

GOING THE DISTANCE: FLEET MANAGEMENT FOR PUBLIC ENTITIES

Public entities provide uninterrupted services 24 hours a day, 7 days a week, and an entity’s fleet contains a variety of motor vehicles, many of which create unique liability exposures requiring special controls and driver training. Claims involving vehicle accidents may be directly impacted by how you manage your fleet operations. This presentation will walk through many of the key elements of a fleet risk management program and provide practical examples to help solve many of the most common causes of loss. Principals of fleet safety and risk management will be presented to position risk managers to go back to their entity equipped to help department heads and fleet administrators make better decisions, policies and procedures to control these identified exposures.

Speaker: Tiffany Allen, ARM-P, PS-MESH, Travelers

BROKER RFP: WHAT YOUR BROKER SHOULD DO FOR YOU

This course will provide education and guidance on soliciting brokerage services that can produce the ideal results for your entity. From key elements of an RFP to how to best prompt broker responses that address the needs of your entity, we will focus on best practices in brokerage procurement and how to identify the right partner for you.

Speaker: Matt Simmons, Arthur J. Gallagher & Co.

DO YOU HAVE THE TALENT FOR TOMORROW?

With the increasing number of “Boomers” (1946-1964) retiring combined with the “Great Resignation” and “Quiet Quitting” from COVID epiphanies, knowing who’s up next is an existential issue in 2023. If they are in-house already, have you invested in their professional growth enough for them to be prepared? If they’re not, do you have a compelling reason in your recruitment efforts for them to join you? Gen X (1965-1980), Millennials (1981-1996), and Gen Z (1997-2010) are your workforce for today and tomorrow but they all bring different expectations and experience. Are you prepared to continue your legacy AND accept new ideas? What might have been an academic exercise in the past has turned into survival mode now. This session will ask important questions and provide as many answers as 30 minutes will allow, but the real value will come as each audience member creates and then completes their own to-do list.

Speaker: Mark Pew, WorkCompCollege.com

WEDNESDAY, OCTOBER 18

Day Three • 200 Series (cont.)

BREAKOUT/Q&A SESSION

Attendees will participate in an engaging information exchange regarding issues impacting public risk management professionals.

CREATING A CULTURE OF CIVILITY

One of the purest predictors of future claims experience is the morale of your organization today. While workplace harassment gets the headlines, many other claims have “improper behavior” as their foundational cause. This session highlights the relationship between the organization’s work environment and its future claims. This session examines the roles that poor communication skills, personal insecurity and “the rumor mill” play in creating a toxic culture within your organization. Finally, this session will identify evaluation points and action steps designed to enhance the work environment toward a more productive, positive and safer culture.

Speaker: Michael Fann, ARM-P, MBA, Public Entity Partners

SHOULD WE DO IT? ERM AND DECISION-MAKING

Risk managers are often asked to weigh in on the risks of workplace initiatives. Some proposals are ordinary, some innovative and others unusual. All of them usually involve the same decision: Should we do it? As a risk management practitioner, what is your approach to answering this question? How does your view of risk affect your advice? Do you use a process to arrive at your conclusion? This session will discuss risk from the perspective of the international standard on risk management (ISO 31000:2018). We will review the definition of risk and the risk management process contained in the standard, and then use the process to identify, analyze and evaluate the risks connected to a real-world initiative. We will also consider various methods to treat the risks that are identified. This enterprise risk management approach will ensure that you are providing your organization’s managers and leaders with the tools they need to make risk-informed decisions.

Speaker: Shannon Gunderman,

CPCU,

ARM, AIS, CWCP, Arthur J. Gallagher & Co.

MENTAL HEALTH IN THE WORKPLACE

The COVID-19 epidemic and subsequent quarantine impacted and increased both mental health issues and claims. Many people experienced a slew of new stressors: the loss of patterns of life, the loss of in-person interaction and long-term isolation. Additionally, these stressors bore new stressors of their own, such as substitution of electronic media interaction, drug abuse and excessive drinking and eating. This tension felt around the world has culminated in a mental health decline for so many, and the subsequent re-opening of the world has created a strange “new normal” with many unsure how to get back to the way things were before – or ponder if things even should. This session will focus on the general contemplation of the definition of happiness within social structures, as well as how longevity and happiness should be the long-term goals moving forward in the post-COVID world.

Speakers: Mark Morgan, Sherrill Morgan

Terri Evans, Employer Advisory Services

HABITS OF HIGHLY EFFECTIVE RISK MANAGERS: WHAT ARE THEY?

Borrowing from the late Stephen R. Covey and his phenomenal book, The 7 Habits of Highly Effective People, this session outlines seven fundamental practices and approaches designed to steer the risk manager toward effective and desirable results. But as Covey suggests, success isn’t just about attaining desired results but also balancing that with “caring for that which produces” those results. These habits yield an ethical approach to leadership that encourages risk managers to proceed with timeless principles and values. While perspectives and even values may differ from person to person, the primary goal of effectiveness is achieved through interdependence.

Speaker: Michael Fann, ARM-P, MBA, Public Entity Partners

EDUCATION & ALL THINGS RISK

In this session, we will review current and emerging risks in education. The topics will cover a broad array of educational organizations, including K-12 schools, higher education and organizations that provide learning environments for youth. In addition to reviewing environmental and claims trends, we will also discuss recommendations for improving your organization’s risk profile.

Speakers:

Dorothy Gjerdrum, ARM-P, Arthur J. Gallagher & Co.

John Chino, ARM-P, ARM-E, CSRM, Arthur J. Gallagher & Co.

NARCAN: SHOULD ITS USE BE EXTENDED TO NON-FIRST RESPONDERS?

Narcan has been a staple for the treatment of opioid overdoses and historically; its use was exclusive to medical personnel and, in limited quantities, to first responders. As the epidemic evolved, there was a paradigm shift from prescription to non-prescription opioids. As a result, overdoses continue to be significant and Narcan utilization is now accessible to non-responders, such as family members, friends, institutions, etc. This session will cover the evolution of Narcan use and the pros and cons of access to Narcan for all.

Speaker: Fernando Branco, MD, FAAPM&R, Midwest Employers Casualty

THURSDAY, OCTOBER 19

Day Four • 300 Series

MEET THE SPONSORS

Meet and network with game changers in the public risk management profession.

THE KEY COMPONENTS OF A SUCCESSFUL RETURN-TO-WORK PROGRAM

Many components are involved in the return-to-work process. This session will provide a focused review for risk management professionals to facilitate a successful and collaborative return-to-work (RTW) transition. Case studies will be used to review the factors that can influence or hinder the process.

Speakers:

Tina D’Andrea, RN, BSN, MBA, CCM, MSCC, Midwest Employers Casualty

Tracie Lemus, Midwest Employers Casualty

WORKERS’ COMPENSATION/LIABILITY CLAIMS AND THE BENEFITS OF SURVEILLANCE

This session will discuss the benefits that surveillance has in workers’ compensation and liability claims. The session will address different kinds of surveillance and how it can be used effectively in litigation and as a settlement tool. Learn about the pros and cons of surveillance and how even effective surveillance measures may not assist in misrepresentation/fraud defense.

Speaker: Ya’Sheaka Williams, Quintairos, Prieto, Wood & Boyer, P.A.

PROACTIVE CRISIS COMMUNICATION

Crisis will occur when we least expect it. Internal and external communication during a crisis differs from normal communication. Organizations need to have a plan on how they will communicate during a crisis. Best practices include “practice like you play” and establishing your everyday operating process to mirror what will happen during a crisis. We will discuss best practices to establish battle rhythms, organizational structure and leadership.

Speaker: Jason Stoddard, Charles County (MD) Public Schools

TOTAL COST OF RISK: UNDERSTANDING AND APPLICATION

This presentation is designed to understand total cost of risk (TCOR) as a concept and also how to use it to achieve risk management short and long-term goals and objectives. Attendees will be able to identify the main TCOR elements, discuss how each element impacts overall TCOR, including claims and premiums, and apply TCOR in several scenarios, including retention analysis, choosing the right insurance renewal option, risk control strategy and vendor selection.

Speakers:

Carleen Patterson, ARM, ARM-P, CIC, CRM, Alliant Insurance Services, Inc.

Sheri Swain, Maricopa Community Colleges (Ret.)

WHAT TO LOOK FOR IN A CYBER POLICY:

SOFTWARE OPTIONS TO MAKE OUR JOBS EASIER

What’s driving the current cyber market conditions? These factors include network controls, industry class and losses, which could also impact what coverages are available for purchase. Being that the vent is still nine months away, the market could take a different direction, but focus will be on the market conditions in Q4 and going into 2024. Insurers are increasing underwriting scrutiny related to privacy exposures and data collection, including biometric information, pixel tracking and new privacy/consumer protection regulations.

Speaker: Temo Garcia, Aon

CERTIFICATE OF INSURANCE MANAGEMENT

Do you have certificates and endorsements piled up on your desk or cluttering up your email? Wouldn’t you love to know which ones you can ignore, which ones require your detailed attention and which ones you should just reject? This session will help you identify the most essential elements of contractual risk transfer compliance and provide you with a decision-making tool to improve how you tackle this important but never-ending task.

Speaker: Julie Waller, Alliant Insurance Services, Inc.

20

Day Five • 300 Series (cont.)

PRIMA INSTITUTE 2024 PLANNING

Attendees of PI23 will provide feedback and participate in building the education curriculum of next year’s Institute.

TELEMATICS

This session will provide an overview of how the City of Kansas City uses their telematics program. The program has been “live” in the city for the last 10 years and led to significant changes in driving behaviors, but it doesn’t come without challenges.

Speaker: Julie Waller, Alliant Insurance Services, Inc.

BUILD YOUR NETWORK, LEVERAGE RELATIONSHIPS AND CLIMB THE CAREER LADDER

In today’s competitive job market, it’s not just what you know but who you know that can make all the difference in your career growth. This session is essential for emerging risk managers. It will provided participants with valuable insights and strategies for building and leveraging a solid professional network to advance their careers in risk management.

Learn the importance of networking and relationship-building in today’s business environment. Participants will learn about the benefits of having a strong professional network, including access to new opportunities, industry insights and potential mentors or sponsors. The session will focus on hands-on strategies for building and expanding a professional network while creating a long-term vision for your career.

Speaker: Margaret Spence, The Inclusion Learning Lab

LAW ENFORCEMENT EXPOSURES AND CONTROLS

Law enforcement provides a critical service but does so at a high level of individual physical and psychiatric risk. This course will explore the variety of historical exposures that prove challenging to remedy and emerging exposures including the continuing evolution of “presumption” laws. Those exposures present the potential for significant financial burdens. They also present challenges in the recruitment and retention of quality officers. With an emphasis on safety, both of the public and law enforcement officer, we will discuss options for reducing the emergence of those exposures and understanding various mitigation strategies to minimize long term risks.

Speaker: Geoff Jones, Esq., Midwest Employers Casualty

POLICE BODY-WORN CAMERA AS A RISK MANAGEMENT TOOL

Police body-worn cameras (BWC) document police officers’ performance in real time. BWC videos give supervisors and agency leaders insight into officers’ performance and provide opportunities for improvement. In this session, we share actionable insights from a review of more than 5,000 officer BWC videos, including the top 10 officer performance errors. You’ll learn how to create a structured approach for using BWC videos to improve officer/ agency safety and risk management performance. We’ll also discuss how risk managers can collaborate more effectively with your law enforcement agencies to support improved safety and risk management performance.

Speaker: David Weightman, PMA Companies

STATE OF THE MARKET: EMERGING TOPICS FOR 2024 AND BEYOND

The level of uncertainty in today’s world is often heralded as unprecedented. Seemingly new risks are “discovered” by the risk management community on a monthly, if not weekly, basis. Public agency risk managers are expected to be experts of these new hazards. This session will explore the “how’s and whys” as to trends in risk for 2023 and beyond.

Speaker: John Chino, ARM-P, ARM-E, CSRM, Arthur J. Gallagher & Co.

ATTENDEE INFORMATION REGISTRATION

REGISTRATION FOR ENTIRE PROGRAM

Before August 31 After August 31

Member* $1,050 $1,150

Non-member $1,550 $1,650

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 16-18: 100 and 200 series

• Wednesday through Friday, October 18-20: 200 and 300 series

Three Day Rate Daily Rate

Before August 31 After August 31 -

Member* $785 $890 $370

Non-Member $1,035 $1,139 $450

*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 Monday and Wednesday networking events.

HOTEL INFORMATION

PRIMA Institute will be held at Special Rate: Le Méridien New Orleans $209+/night

333 Poydras Street

New Orleans, Louisiana 70130

Book your group rate for PRIMA Institute 2023:

Start Date: Sunday October 15, 2023

End Date: Saturday, October 21, 2023

Last Day to Book: Sunday, September 24, 2023

NETWORKING AT PI23

Networking is essential to your success as a professional. Wednesday, October 18 • Social Hour PI participants will take part in 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 #PI23! Connect with your risk management peers and conference attendees through Facebook, Twitter and LinkedIn.

linkedin.com/company/prima-central

facebook.com/publicriskmanagementassociation

@PRIMAcentral

SPONSORS

PI 23 would not be possible without the generous support of our sponsors.

SILVER

BRONZE