October 2 – 4, 2019 • Sofitel Chicago Magnificent Mile

PIONEERING INNOVATION

BETSY ZIEGLERCEO of 1871

The keynote speaker this year will be Betsy Ziegler, CEO of 1871, Chicago’s premier tech start-up

incubator. Ziegler’s address to the conference: “The Future of Work,” a topic that should greatly

interest every NRRA member.

Ziegler will speak at a time of looming upheaval in the U.S. labor market due to artificial intelligence, robotics, and other cutting-edge technological advancements. She’ll explore what the future holds for work in general, as well as how the coming changes are poised to transform the centuries-old insurance industry.

With an M.B.A. from Harvard and a keen curiosity about what is possible, Ziegler has invested in more than 35 start-ups; she has persevered through billion-dollar valuations and start-up collapses.

Before joining 1871, Ziegler already had navigated the conventional business model as a principal at management consulting firm McKinsey & Co. She advised the insurance industry in that capacity, and then tacked over to the uncharted waters of disruption as chief innovation officer at Northwestern University’s Kellogg School of Management.

As the architect of her own personal reinvention, Ziegler knows the value and profound impact of embracing change.

Thanks to Our Double Diamond and Diamond Sponsors!

NAMICONAMIC INSURANCE COMPANY, INC.

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Conference Schedule

10:00 am – 12:30 pm Conference Registration 11:00 am – 12:00 pm First Time Attendee Orientation and RRG Refresher: Navigating the NRRA Conference 2019 Beata Juchniewicz, Tax Senior, Crowe LLP 12:00 pm – 1:00 pm Orientation Lunch:

Welcome and Introductions; Introduce Conference Ambassadors, CRISP Shadowing Participants

INTRODUCTION: Joe Deems, Executive Director, NRRA Michael Schroeder, Chairman, NRRA, General Counsel & Chairman, Allied Professionals Insurance Company Nancy Gray, Regional Managing Director, Aon Insurance Managers

1:00 pm – 1:30 pm Tell Stories that Matter to Stay Top of Mind Mobolaji Akintunde, Founder, Mobolaji Inc

1:30 pm – 2:15 pm The NRRA Pioneer— Pioneering Innovation and a Year in Review: Challenges Faced, Lessons Learned, Crises Averted

MODERATOR: Nancy Gray, Regional Managing Director, Aon Insurance Managers Jon Harkavy, General Counsel, Risk Services Michael Kadish, Principal, The Kadish Law Group Joe Deems, Executive Director, NRRA Sandy Bigglestone, Director of Captive Insurance, State of Vermont

2:15 pm – 3:00 pm RRG Group Buying Power, Part A: Reinsurance Options MODERATOR: Michael Schroeder, Chairman, NRRA,

General Counsel & Chairman, Allied Professionals Insurance Company Gordon Lahti, Senior Vice President, Swiss Re Kathryn Janofsky, Head of US Private Enterprise, Beazley

3:00 pm – 3:45 pm Networking Break Ramble with the Regulators Redux – Guided Walking Tour Available to All Attendees

3:45 pm – 4:30 pm Getting Schooled on Finances: Creative Investment Strategies and Tax Implications For the RRG Portfolio

MODERATOR: Beata Juchniewicz, Tax Senior, Crowe LLP Shawn Dewane, Investment Management Consultant, Dewane Investment Strategies Anthony Marrelli, First Vice President – Financial Advisor, RBC Wealth Management, a division of RBC Capital Markets, LLC Matt Gravelin, Principal, Johnson Lambert LLP

4:30 pm – 5:15 pm Do Not Disturb: Digital Intentionalism in the Age of Hyper-Connectivity

William Springer, President, Krex, Inc.

5:15 pm – 6:15 pm Welcome Reception

WEDNESDAY, OCTOBER 2 – GRAND BALLROOM

7:45 am – 8:50 am Networking Breakfast – Annual Meeting of Members 9:00 am – 9:45 am THINK TANK SESSION #1:

Case Loss Reserve Analysis, Insolvency and Liquidation Threatened Robert Walling, Principal & Consulting Actuary, Pinnacle Actuarial Resources, Inc.

Troy Winch, Vice President, Risk Services, LLC Dan Petterson, Director of Financial Examinations, State of Vermont Department of Finance Regulation Leon L. Rives, II, Managing Partner, Rives & Associates, LLP Julie Bordo, NRRA Conference Chair, NRRA, President and General Manager, PCH Mutual Insurance Company, RRG

9:50 am – 10:35 am THINK TANK SESSION #2: "Hybrid" High Exposure MPL vs. Premises Liability Case: Complex Defense and Coverage Issues with Bad Faith on Top!

Tim Sullivan, President, NAMIC Insurance Company James Skelley, Partner, Marks, O'Neill, O'Brien, Doherty, & Kelly, P.C. Shauna M. Ehlert, Member, Cozen O’Connor Greg Cook, President and CEO, CARE Professional Liability Association, LLC

10:40 am – 11:25 am THINK TANK SESSION #3: RRGs in The Future of Healthcare Without Health Insurance – Turning the Industry Upside Down

Tim Padovese, CEO, Ophthalmic Mutual Insurance Co. Stephen Koca, Principal and Consulting Actuary, Milliman Nick Foden-Pattinson, CEO, RFIB Americas Norman Chandler, Partner, Arsenal Insurance. Management LLC

11:30 am – 12:15 pm Regulators Panel: The New Guidelines Being Considered by the NAIC; Observations on the Think Tank Sessions

MODERATOR: Robert “Skip” Myers, Jr., Partner, Morris Manning & Martin LLP, General Counsel, NRRA Sandy Bigglestone, Director of Captive Insurance, State of Vermont Dept. of Financial Regulation Steve W. Kinion, Director, Delaware Bureau of Captive and Financial Products Tal Redpath, Captive Insurance Examiner, Montana Commissioner of Securities and Insurance Sean O’Donnell, Director of Finance Examination, Risk Finance Bureau, District of Columbia Dept. of Ins., Securities and Banking

12:15 pm – 1:00 pm Networking Lunch 12:45 pm – 1:00 pm Presentation of the Karen Cutts Visionary Award 1:00 pm – 1:45 pm Keynote Speaker: Betsy Ziegler, CEO, 1871 on "The Future of Work" 1:45 pm – 2:00 pm Networking Break 2:00 pm – 3:00 pm Roundtables: “ASK THE EXPERTS” Roundtable 1) Strategies to Implement Enterprise Risk Management

Melissa Hancock, Director, Strategic Risk Solutions

2) Developing Products for the Cannabis Industry Jon Harkavy, General Counsel, Risk Services Mark Maxson, President, API Re

THURSDAY, OCTOBER 3 – GRAND BALLROOM

Conference Schedule

Conference schedule subject to change – visit www.riskretention.org for the most up to date schedule.

Conference Schedule

3) New Ideas for Ancillary Programs that Provide Service to RRG Members Rod Nofziger, Chief Operating Officer, OOIDA

4) Bad Faith – The Legal Landscape for RRGs Terri Sutton, Attorney, Cozen O’Connor Shauna M. Ehlert, Attorney, Cozen O’Connor

5) Picking the Reinsurance and Other Insurance Programs that Best Suit Your RRG Michael Schroeder, Chairman, NRRA, General Counsel & Chairman, Allied Professionals Insurance Company Nancy Gray, Regional Managing Director, Aon Insurance Managers

3:00 pm – 4:00 pm Roundtables: “ASK THE EXPERTS” Roundtable

6) Panel Counsel Chat Room – War Stories from the Bar and How Defending RRGs is Different than Commercial Carriers James Skelley, Partner, Marks, O'Neill, O'Brien, Doherty, & Kelly, P.C. Michael Kadish, Principal, The Kadish Law Group Melanie S. Wolk, Attorney, Trevett Cristo

7) NRRA's Premium Financing Module Discussion with IPFS Brian Fugere, Sales Executive, Imperial PFS Davie Holt, District Sales Manager, Imperial PFS

8) ADR Strategies – What You Need to Know to Put Your RRG at the Best Advantage Michael Schroeder, Chairman, NRRA, General Counsel & Chairman, Allied Professionals Insurance Company Robert Bates, President, Magnolia LTC Management Services, Inc.

9) Hot Issues in Healthcare Sanford Elsass, President, HealthShare.Works Norman Chandler, Partner, Arsenal Insurance. Management LLC

10) RRG Benchmarking Robert Walling, Principal & Consulting Actuary, Pinnacle Actuarial Resources, Inc.

11) Crafting the Best Cyber Coverage to Fit Your Program Lisa Sladek, Vice President of Compliance and Product Development, NAMIC Matt Sherman, SVP, Reinsurance and Programs, Tokio Marine HCC

4:00 pm – 4:15pm Networking Break 4:15 pm – 5:00 pm RRG Group Buying Power, Part B: Harnessing it to Cover Other Risks MODERATOR: Michael Schroeder, Chairman, NRRA, General Counsel & Chairman,

Allied Professionals Insurance Company Jon Harkavy, General Counsel, Risk Services Mark Maxson, President, API Re

5:15 pm – 6:15 pm Reception

NRRA working with Collegiate Research Initiative Shadow Program (CRISP) to help students. Sign up now to have a student shadow you for a half day at the conference.

FRIDAY, OCTOBER 4 – GRAND BALLROOM

Conference Schedule

8:00 am – 9:00 am Networking Breakfast 9:00 am – 9:45 am RRGs and Insurtech – Swipe Right to Meet Your Next Insurtech Partner MODERATOR: Tim Cuckow, VP of Sales, CHSI Technologies

Julie Bordo, NRRA Conference Chair, President and General Manager, PCH Mutual Insurance Company RRG Cameron McArthur, President and CEO, A.I. Insurance Jiten Chhabra, COO, CareValidate Ian Davis, Director of Financial Services, State of Vermont Department of Finance Regulation

9:45 am – 10:30 am Anatomy of a Major Claim Part Deux – A 360 Degree View of a Complicated Transportation Claim from Inception to Resolution

MODERATOR: Rod Nofziger, Chief Operating Officer, OOIDA Patrick Geraghty, Attorney, Wilson, Elser, Moskowitz, Edelman & Dicker, LLP Terri Sutton, Member, Cozen O’Connor Robert Fitzgerald, Account Manager, CCMSI

10:30 am – 10:45 am Networking Break10:45 am – 11:30 am RRG Expansion and Change: Increasing Membership and Finding

Capital in Unexpected Places MODERATOR: Tina Truax McCuin, Vice President, Regional Captive Manager,

Private Client Group, TD Wealth Melissa Hancock, Director, Strategic Risk Solutions Christine Brown, Insurance Examiner – Captives, State of Vermont Department. of Finance Regulation Greg Cook, President and CEO, CARE Professional Liability Association, LLC Matt Sherman, SVP, Reinsurance and Programs, Tokio Marine HCC

11:30 am – 12:00 pm Government Affairs Update and Conference Download: What We Did, What We Said, How to Outdo Ourselves Next Year

Nancy Gray, Regional Managing Director, Aon Insurance Managers Jon Harkavy, General Counsel, Risk Services Joe Deems, Executive Director, NRRA

CONFERENCE ENDS 12:30 pm – 4:00 pm NRRA Board of Directors Meeting

2019 Sponsors

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OPHTHALMIC MUTUALINSURANCE COMPANY(A Risk Retention Group)

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** Sponsors also supporting CRISP live shadowing at the conference

**

**

Sanford Elsass HealthShare.Works

Mark Maxson API Re

Sara Schroeder Allied Professionals Insurance Co., RRG

Rod Nofziger OOIDA RRG

James Jean HAI Group

Beata Juchniewicz Crowe LLP

Mireya Parrales NRRA Executive Staff

Conference CommitteeCHAIR

Michael Schroeder Allied Professionals Insurance Co. RRG

VICE CHAIR Jon Harkavy

Risk Services, LLC

IMMEDIATE PAST CHAIR Dan Labrie

Valdor Consulting, LLC

SECRETARY Rod Nofziger OOIDA RRG

TREASURER Nancy Gray

Aon Insurance Managers

ASSISTANT TREASURER Melissa Hancock

Strategic Risk Solutions

GENERAL COUNSEL Robert Myers, Jr., Esq

Morris, Manning & Martin, LLP

Julie M. Bordo PCH Mutual Insurance Co., Inc.,

RRG

Mark B. Maxson API Re a division of Allied Professionals Insurance

Services

Jamie Sahara VALE Insurance Partners, LLC

Tina Truax-McCuin TD Wealth

BOARD MEMBER EMERITUS

Sanford Elsass HealthShare.Works

Board of Directors

NRRA EXECUTIVE DIRECTORJoe Deems

Deems Law Offices, APC

NRRA Leadership

CHAIR Julie M. Bordo

PCH Mutual Insurance Co., Inc., RRG

NRRA STRATEGIC PARTNERS