< Previous10 Conference Preview T he Institutes’ CPCU Society is pleased to announce its new Leadership Council officers and members for 2023. The CPCU Society Leadership Council is responsible for provid- ing strategic guidance and oversight for the Society. •President and Chair Brett Clausen, CPCU, CIC, MBB, MSIM, ACI, AIS, API, Are, AU •2023 President Elect Traci Adedeji, CPCU, ARM, API, AIDA, TRIP •Secretary Treasurer Kevin M. Seward, CPCU, CSRP, AINS, AIC, LSSGB •Immediate Past President Christopher J. Hampshire, CPCU, CIC, ARM In addition, the Leadership Council welcomes four new members for 2023. Bud Andrews III, CPCU, and Rajesh Narayan Iyer, CPCU, PMP, CIO, LSSBB, were rec- ommended by the Nominating Committee and ratified by the membership earlier this year. Sherry A. McFadden, CPCU, and Precious Norman-Walton, CPCU, TRIP, SHRM- CP, AIC, AINS, AIS, were also appointed to fill the remain- ing terms of two existing positions. The CPCU Society also wishes to express its gratitude to the following Leadership Council members, whose terms conclude at the end of 2022. •Sharon Koches, CPCU, RPLU, AII, AU, ITP •Anthony Cabot, CPCU, ARM •Susan G. Golla, CPCU •Ari Chester, CPCU K HampshireSewardAdedejiClausen Congratulations to the 2023 Leadership Council T hose looking to advance their careers often focus on honing their technical skills, and there is undeniable value in doing so. However, another important component is often overlooked: emotional intelligence. Thursday’s session, “Emotional Intelligence (EQ): The Next Skills Frontier,” aims to help attendees better understand the key elements of EQ and highlight the important role EQ plays in determining wheth- er a person will move up the career ladder. Presenters Gregg Golson, J.S. Held LLC; and Lisa Wilson, Bender Insurance Solutions, say the session will demonstrate to attend- ees that “their EQ is important to them and their goals, and that they can grow in it.” The idea that people can in- crease their EQ will be a key focus of the session. “Here are a few tips— know oneself, learn [from] others; grow in community,” say Golson and Wil- son. “Here are a few obstacles [to improving EQ]: uninformed protec- tionary measures, uninformed self- interest; and tyranny of the urgent.” Speaking to the connection between a person’s EQ and the ability to advance and find success in their professional life, Golson and Wilson say, “Sometimes people are promoted without high EQ, and, in some cases, [they] are able to lead their companies to great results. Some entrepreneurs and founders are this way. With incredible IQ or innovative ca- pabilities, they are able to overcome the shortfalls of their EQ. However, they may not be able to create next-generation lead- ers with the strength and capacity” to carry the organization forward. Today’s session will involve a presentation followed by the audience working through three scenarios that involve EQ in insur- ance/business situations. For more information, head to Continental Ballroom 6 on Thursday, Nov. 10, at 4:00pm. K THURSDAY SESSION PREVIEW Sharpening Your EQ By Phil Gusman GolsonWilsonConference Preview 11 Accuratelyassessand underwritepropertyrisk withAI-poweredprecision FocusonSubmissionsThatRequireYourExpertise|ImprovetheInsured&AgentExperience I f there’s one thing the pre- senter for Saturday’s “Errors & Omissions: Do’s and Don’ts for Handling E&O Claims” ses- sion wants you to know, it’s that there are ways to lessen the development of E&O issues. Per Peggi Bird of the North Carolina Farm Bureau Group, “Making small changes in procedures and being aware of major causes of E&O claims can significantly decrease the likelihood of their being involved in an E&O situation.” E&O claims are on the rise and can be attributed to a number of factors. Bird states, “In this session, we will look at the factors that are causing this increase. We will also provide ideas and tips that agents and agencies can imple- ment to help pre- vent E&O claims as well as what should and should not be done if the agent finds themselves in a potential E&O situation.” Bird says there are a number of emerging trends that affect the E&O landscape. “Legal decisions and jury trials can result in carriers paying for claims they never intended to cover,” she says. “Results of higher pay- outs can mean higher premiums for insureds as well as limited coverage availability for certain types of risks.” Another key factor increasing E&O claims is the upsurge in cyber- attacks and ransomware situations. Bird digs into these factors as well, explaining, “there is no standard E&O policy,” and “policies have differing additional coverages.” And while E&O policies may offer a very small amount for cyber coverage, ransom- ware is not included. “Many do not realize that a separate cyber liabil- ity policy is needed to protect the agency,” says Bird. To learn more on this important topic, plan to attend Saturday’s session at 11:15am in Continental Ballroom 6. K SATURDAY SESSION PREVIEW Ideas and Tips to Prevent E&O Claims By Fran Clark Bird12 Conference Preview C losing out In2Risk on Saturday will be NFL and America Ninja Warrior athlete Anthony Trucks, who will help inspire attend- ees in a general session before CPCU designations are conferred. In addition to his athletic suc- cesses and set- backs, Trucks will share how a foster care placement at age three and adoption by an all- white family at age 14 helped teach him to shift with the changes and create opportunities out of obsta- cles as well as successes. “It’s the things you do behind the scenes and in the dark that no one sees that allow you to shine the brightest light,” says Trucks, when asked what attendees can expect from his address. “The work that CPCU designees did—the long nights, the reading, and the tests— all these things you did is why you get to shine right now,” says Truck. “Enjoy the process and the journey, but be ready to make shift happen and challenge yourselves to do even more and be even better.” Trucks emphasized the last point by relating the attainment of the CPCU designation to being drafted by an NFL team. “In football, you play college and get to the draft there is this big [excitement] around getting selected and you think, ‘I made it!’” says Trucks. “In reality, it’s just the beginning of an entire journey ahead of you.” Before Trucks takes the stage, at- tendees will also hear from two class spokespeople who will share their stories on earning their CPCU desig- nations. Right after, a closing celebra- tory reception will take place. To hear more from Trucks and celebrate the Society’s newest designees, head to the Grand Ballroom on Saturday, Nov. 11—doors open at 3 pm. K SATURDAY CLOSING KEYNOTE PREVIEW Are You Ready to Make Shift Happen? By Eric Gilkey Trucks Ensure the Future With the Only Master’s Degree of its Kind Barriers are erased and you get a bird’s eye view of the industry at large. “ -Jay C., ’22 Columbia Master’s in Insurance Management Graduate Master’s in Insurance Management Apply now at sps.columbia.edu/In2Risk Part-Time | Online | 16 MonthsConference Preview 13 F riday’s session, “The Kennedy Tragedies Through a Risk Management Lens,” focuses on applying concepts in risk management to historical examples from the Kennedy family. This well- known family’s experiences have been widely publicized, but the potential role of risk management in the resulting outcomes is not as fre- quently considered. Presenter Melissa Orrison, a Kennedy researcher, will share the historical background and details on several Kennedy tragedies while co-presenter Chris Orrison, senior licensing trainer at Geico and adjunct faculty at Mercer University, will discuss risk man- agement techniques such as risk avoidance and reduction. Chris Orrison will also share new terms that he has developed through his experience working and teaching in the industry. Risk management tools were available in each tragic event to be discussed. Per Melissa Orrison, “When an individual experiences a plane crash, vehicle accident, or as- sassination, these horrific events may seem to be out of his or her control. However, a common thread through- out the history of the Kennedys is a disregard for risk and a tendency to repeat the fatal mistakes of previ- ous family members.” She further contends that careful analysis reveals that, if not all, of these events could have been avoided or mitigated. Melissa Orrison continues, “We hope that attendees will leave our session with new concepts to explore as they apply risk manage- ment in their careers and everyday lives.” She goes on to say, “The his- torical examples not only illustrate the concepts but provide insight into decisions that affected history as we know it.” To learn more, plan to attend Friday’s session at 3:30pm in Impe- rial Ballroom A-B. K FRIDAY SESSION PREVIEW How to Stop History From Repeating By Fran Clark14 Conference Preview T his year, the CPCU Society continues its tradition of inviting stu- dents who are interested in a career in risk management and insurance to attend In2Risk and participate in the Student Program. The program, which brings out the best and brightest college juniors and seniors throughout the nation, provides students with the experi- ence of attending a premier industry event and access to networking events with both peers and industry professionals; educational sessions on emerging topics and soft skills; and mentoring opportunities. The Student Program is open to any college undergraduate student attending the conference. However, students are also able to apply for a scholarship to attend, which covers the cost of registration and accommo- dations. Additionally, a travel and on- site stipend is provided to lessen the financial burden of attending In2Risk. This year, we are excited to welcome 20 students from around the country who received scholarships to join us in San Francisco. Attendees will have the opportunity to meet these students throughout the conference, so keep your eyes open and make sure to say hello to this year’s scholarship recipients: •Dawit “David” Adugna, University of Colorado – Denver •Daniel Ballagh, Olivet College •Zachary Bergeron, University of Colorado – Colorado Springs •Michelle Calvert, Georgia State University •Jamal Evans, Temple University •Sophia Fioretti, Wellesley College •Brooke Gruber, Appalachian State University •Camron Hinman, Illinois State University •William Huang, St. John’s University •David Hughes, University of Louisiana – Monroe •William Kegg, University of Cincinnati •Ethan Kua, University of Georgia •Jason Kwon, University of Southern California The Future of the Industry Attends In2Risk Future, continued on page 15 EConference Preview 15 Get the Credits You Deserve Did you know that you will earn continuing education credit by participating in In2Risk? Here is the breakdown of what attendees can earn for both state and CPCU-related continuing education (CE) as well as state continuing legal education (CLE) credits. State CE/CLE: Eleven sessions (two for each time slot) have been filed for state CE, and four sessions have been filed for CLE. If approved, attendees can earn up to seven state CE credits and up to four CLE credits. To be eligible, attendees must attend and sign in and out of the courses. CPCU in Good Standing: All In2Risk sessions are eligible for CPCU in Good Standing credit. Attendees can earn up to 10 credit hours during the conference, all of which will be automatically reported. Please allow up to 30 days to see this reflected in the reporting tool. GRADUATE BUSINESS PROGRAMS OLIVET COLLEGE www.olivetcollege.edu/MBA Learn More Mike Lazusky, Director of Adult Professional and Graduate Admissions 269-749-6612 or mlazusky@olivetcollege.edu • Live, instructor-led online classes or “Flexschedule” to meet your individual needs and best for your success. • Complete a total of 33 credits (21 core MBA credits and 12 concentration- specific credits). • Professional designations, such as a CPCU, CPA, CFA or FRM may count toward up to 12 credits (equivalent of four courses). • Engage with faculty who are industry executives and professionals, so you will learn from those with real- world experience. • Courses are delivered in eight week terms (August, October, January, March, June), allowing flexibility for working professionals to complete the program. Three Concentrations MBA in Insurance • Designed for interested and current insurance professionals looking to further their knowledge and lead industry and practice improvements. MBA in Enterprise Risk Management • Equips risk management professionals with critical knowledge in business, insurance, finance, accounting and management. MBA General Concentration • This concentration can be tailored to your specific career goals, such as consulting, human resource management, operations, leadership or global management. Reach Your Professional Goals with an Olivet College MBA •Jared Lazarus, Clemson University •Diego Lopez, Saint Joseph’s University •Rudy Morr, Illinois State University •Olivia Otway, Robert Morris University •Sandrina Ramirez, St. Mary’s University •Nicole Sabin, Illinois State University •Anna Mariya Symoni, Saint Joseph’s University An additional opportunity for stu- dents prior to In2Risk is the Student Competition. The competition requires students to write an essay based on topics such as cyber insurance, insur- ance implications of the supply chain crisis, regulation of market expansion, and space insurance. Essays are judged by a panel of Society volunteers, and the top three scoring papers will move on to the final round. These three finalists will present on their topics virtually, prior to In2Risk. First place will receive $1,500, second will take home $1,000, and third place will get $500. A video of the finalists’ presentations, along with an an- nouncement of the winners, will be shown at In2Risk. K E Future, continued from page 1416 Conference Preview Manish Agrawal, CPCU Class of 2022 Spokesperson Supervisor, Quality Assurance Services FCCI Insurance Group While working towards a dream to be- come a subject matter expert in bank- ing, Agrawal took a chance by switching his career to insurance. This new oppor- tunity meant moving across the globe, lead him to earn his CPCU designation, and discover a new dream. Agrawal is passionate about the industry and believes that his work to Megan Jones, CPCU Class of 2022 Spokesperson Underwriter State Farm You might say that insurance is a family thing for Jones. She is following in her mother’s footsteps as an underwriter, but has her own unique sense of belonging in the industry. “I feel supported, I feel appre- ciated, and I feel like I belong to some- thing bigger than myself,” says Jones. Encouragement from a manager led Jones down the path to begin her Manish Agrawal, CPCU, and Megan Jones, CPCU are the winners of the Society’s annual Share Your Story essay competition. Both will share their unique journeys towards completing their CPCUs at the conferment ceremony on Saturday, Nov. 12, 2022, at 3:30pm PT; here is a sneak peek at what they will discuss. Essay Competition Winners Share Their Stories Agrawal Jones Agrawal, continued on page 17 E Jones, continued on page 17 EConference Preview 17 Career Opportunities Include: Underwriting, Marketing/Sales, Human Resources, Claims, Compliance and Customer Service. At Philadelphia Insurance Companies (PHLY), our philosophy is to enhance the communities where we live and work. We strive to be the company everyone wants to work for and do business with. This year, PHLY celebrates 60 years of excellence and we believe that integrity and mutual respect are the foundation of long- term and fulfilling relationships with our employees, customers, and business partners. JOIN the PHLY Team! Diversity & Inclusion Lounge Join Philadelphia Insurance in celebrating inclusion, diversity, equity, and awareness. Be sure to stop by the Diversity & Inclusion lounge to snap a photo and share your perspective. Use the official hashtags to share your experience: #In2RiskDiversity #In2RiskAllyship #ShareyourIn2RiskIDEA #In2Risk22 mitigate risk serves society for the greater good. “Insurance is doing great work for society by helping people come back to normal and stand on their feet,” says Agrawal. As member of the CPCU Society, Agrawal enjoys every opportunity to expand on his knowledge, keep earn- ing designations, and work with (and learn from) fellow Society members. K CPCU, but the support and empow- erment to complete the designation came not only from within, but also the incredible network Jones built for herself throughout this journey. Jones is now a deeply involved member of her local chapter, partici- pant in the Mentor Match program, and volunteer; there is no telling how far she will go. K E Agrawal, continued from page 16 E Jones, continued from page 16 New Member or Interested in Joining? Exclusive to our first-time members and attendees, Thursday’s “New Member Welcome Lunch” is also sponsored by Truist Insurance Holdings and Millennium Information Services and offers an exciting opportunity to make key connec- tions at the onset of your limited time here. We hope you join us for networking, prize raffles, photo booths, and fun! Plus learn more about the lifelong learning opportunities membership in the CPCU Society provides.18 Conference Preview Readytoretirefromthetraditional officebutnotfromwork?Takechargeof yourwork-lifebalanceandcontinueto earnmoney,allwhilestayingconnected toanindustryyouknow. Gettingreadytoretireorknowsomeonewhois? Putyour experience to work andfindyourbalance.Phaseintoretirement as a work athome vintage expert. Openingthedoorsofopportunity to retiringinsuranceprofessionals. www.wahve.com Frompart-timetofull-time,backofficeto frontoffice,andunderwritingtoclaims,we havehundredsofopportunitieswithno geographicboundaries. T he CPCU Society, along with our sponsorship partner WAHVE, has selected Rise Against Hunger as the beneficiary of the 2022 Good Works Project. Rise Against Hunger aims to end hun- ger by building resilience, self- sufficiency, and empowerment in communities worldwide. Targeting remote communities often overlooked by global media, Rise Against Hunger distributes meals to medical clinics, voca- tional training programs, elder care facilities, and schools. As communities continue to experi- ence a lack of access to food, Rise Against Hunger is working to expand efforts to consistently provide nutritious food through educational settings to over 6 mil- lion people by 2025. Each meal is a moment to celebrate. For Society members, this is a chance to participate in the move- ment to end hunger. With an ambi- tious fundraising goal of $5,000, we need everyone to pitch in. Here’s how you can help: Register to volunteer by participating in an assembly line to package meals while listen- ing to stories of the true impact volunteers have on the worldwide hunger crisis. Unable to volunteer in person? Feel free to contribute a monetary donation. Registration and donation infor- mation can be found by scanning the QR code: Good Works Project Fights HungerThank you to the In2Risk 2022 SponsorsNext >