About

In-Person Annual Seminar Registration

Salt Lake City, Utah

NSIPA/IAAW Member: $339 Non-Member: $389

Virtual Annual Seminar Registration

Online- What is Included

The virtual annual Seminar registration option includes live streaming ALL general session presentations for each day and one concurrent session for each time period. Concurrent sessions marked with an "*" are the ones being live streamed. In addition, the virtual conference shall include an opportunity to virtually interact with others, visit with the exhibitors who are present in Salt Lake City, and opportunity to win prizes!

Both Days NSIPA/IAAW Member: $339 Non-Member: $389

Thursday Only NSIPA/IAAW Member: $179 Non-Member: $239

Friday Only NSIPA/IAAW Member: $179 Non-Member: $239

Sessions Include 

We have some outstanding presentations scheduled for the 2021 NSIPA & IAAW Annual Seminar!

State of the Industry

Turbocharge Your Time: Outrageous Productivity in a World of Distractions

Insurance Asset Management Today

Premium Fraud

USRP Changes Effective 9/1/21 and Auditing in a post-COVID-19 World (remote session)

Positive Interaction with Difficult People*

Premium Audit – A Fresh Look

Quick Keys for Excel/Excel Navigation*

Online and Over Exposed. Protecting Your Privacy in a Connected World

NY/NJ & PCIRB/DE Bureau Panel Discussion

Excel – A Deeper Dive

And More...

Annual Seminar - Mountain Time

All virtual annual seminar days shall be run on Mountain Daylight Time, for Salt Lake City, Utah. 

To Register

CLICK HERE

Cancellation, Substitution & Refund Policy

Registration cancellations prior to or on September 30 will incur no penalty. Cancellations between October 1 and October 14 shall charged $50. No refunds will be made on cancellations made after October 15 because logistical implementation and forfeited fees cannot be applied to future meetings due to IRS reporting requirements.

Substitutions are $25. All substitutions must be in writing and accompanied by a completed online registration form.

Schedule | Sessions

Wednesday, October 20

9:00 am - 12:00 pm
Board of Directors Meeting

2:00 pm – 4:00 pm
Exhibit Setup

2:00 pm – 7:00 pm 
Registration Open

5:00 pm – 7:00 pm
Welcome Reception

Thursday, October 21

7:00 am – 8:00 am 
Breakfast

8:00 am – 8:15 am
Welcome

8:15 am – 9:15 am
Keynote Address*
Turbocharge Your Time: Outrageous Productivity in a World of Distractions
Joe Serio

We’ve all felt the pain of procrastination, crippling perfectionism, and unfulfilled goals. We juggle so many things in our multitasking only to find that we’re not any further along than we thought we would be. In this keynote presentation, Dr. Joe highlights fundamental misunderstandings about time, multitasking, procrastination, and perfectionism that are keeping people from fulfilling their potential, underperforming at work, and failing to meet goals. After this presentation, your audience won’t look at time the same way.

9:15 am – 10:15 am
General Session*
Insurance Asset Management Today
Stewart Foley

This session will focus on the current investment topics and issues facing today's insurance industry. It will include a discussion of the latest trends, fund flows, and developments in the industry.
Objectives: 1. What are today's more pressing investment issues for insurers? 2. How are they going about addressing them? 3. What are the structural/regulatory impediments? 4. What are the implications for both life and P&C companies going forward? 5. How will markets digest the massive fiscal and monetary stimuli from the globe's central banks to combat the COVID-19 pandemic? 6. What are the latest trends in asset allocations for insurers? 7. What is the latest thinking on risk management?

10:15 am – 11:45 am
Brunch with IAAW Business Meeting

11:45 am – 12:45 pm
Concurrent Sessions

A. USRP Changes Effective 9/1/21 and Auditing in a post-COVID-19 World (remote session)
Calvin Anderson and Brian Gray 

The Workers Compensation Insurance Rating Bureau (WCIRB) will discuss all of the California Workers’ Compensation Uniform Statistical Reporting Plan—1995 (USRP) classification and rule changes effective September 1, 2021, including major changes to the Multiple Enterprises rule. In addition, the WCIRB will share what they have learned about auditing and inspecting during the COVID-19 pandemic, and how some new practices, including virtual inspections, may be used going forward.

B. Positive Interaction with Difficult People*
Joe Serio

In a funny, thought-provoking, and inspirational presentation, Dr. Joe demonstrates how to turn difficult people around—creating an ally instead of an adversary—and what to do when the difficult person can’t be changed or persuaded. He showcases embarrassing mistakes and tremendous victories, falling on his face as well as turning around the most intractable people. Dr. Joe’s stories and insights will impart powerful lessons your audience will remember for a lifetime.

12:45 pm -1:15 pm
Networking Break/Exhibits Open

1:15 pm – 2:15 pm
Concurrent Sessions

A. Quick Keys for Excel/Excel Navigation*
Phil Gorrill

You can leave your pivot tables and vlookups at home. You don’t even NEED your mouse but you can bring it. Keyboard command is our theme, and our goal is to quickly normalize excel data without using the mouse. Focus will be on three concepts. ‘CONTRL(CTL)’ “SHIFT(SHFT)’ & ‘ALT+H’. 
1. Shortcut to numbering cells (ALT + EIS)
2. Selecting, Adding & Deleting Rows & Columns (ALT+SPACE/SHFT+SPACE)(CTL-/CTL SHFT+)
3. Quick Filter and Drop Down (CTL-SHIFT+L), (ALT+↓) (CTL Z/CTL Y)
4. ALT+H functions (#format, cell borders, color cells, left/right/center, wrap text, merge)

B. NY/NJ & PCIRB/DE Bureau Panel Discussion

2:15 pm – 2:30 pm
Networking Break/Exhibits Open

2:30 pm - 3:30 pm
General Session*
Premium Audit – A Fresh Look
Dan Swenson

Premium auditing may not be the most exciting and dynamic topic to discuss… until now.  Join Dan Swensen, VP of Operations & People Development with Lowry & Associates as he educates and enlightens the group on how to approach the auditing industry with an energized fresh look.  This will be no ordinary “lecture and listen” presentation you’re accustomed to.  Instead, come prepared to share and learn auditing best practices and be open to new out-of-the-box ideas to navigating this unique industry. 

3:30 pm – 3:45 pm
Networking Break/Exhibits Open

3:45 pm 4:45 pm
General Session*
Online and Over Exposed. Protecting Your Privacy in a Connected World
David Derigiotis

The FBI reported a 20% increase in internet related crime in 2020 totaling more than $4.2B in losses. In the past year, identity theft and credit card fraud cost US consumers nearly $350 million and showing no signs of slowing down. Where does our information end up following a data breach and how it is used to commit identity theft? What mistakes are you making that could give an attacker access to your connected devices and the websites you visit from the privacy of your home? Our presenter will answer this question and more, including a walk through the dark web to show how our data is sold and exchanged in criminal forums. Tips will also be provided for better protecting individuals, families and businesses. 

Friday, October 22

7:00 am – 8:00 am
Breakfast

8:00 am – 9:30 am
General Session*
Premium Fraud
Alan Dark

Insurance Fraud occurs when someone deceives an insurance company or a consumer in an insurance transaction in order to make money. Insurance fraud can be divided into two major categories: fraud by an insurance agent, and false statements. Fraud by an insurance agent, an insurance employee or someone posing as an authorized representative of an insurance company or agent. Examples of these types of fraud are: Fake/False Documents-An insurance agent or insurer issues fake policies, certificates, insurance identification cards or binders. False Statements is when a producer writes a policy based on bogus information, payroll or statements initiated by an insured.

Premium fraud is the willful and material misrepresentation of information by a risk with the intent of paying less than the appropriate PREMIUM for an insurance policy or insurance coverage. Under-reporting payroll (or any other premium base) is the most commonly employed scheme.

These items, red flags and more will be the topic of conversation and discussion for this session.

9:30 am – 10:00 am
Networking Break/Exhibits Open

10:00 am – 11:00 am
General Session*
State of the Industry
Chris Behymer

The insurance industry, while rooted in tradition, is constantly faced with new and challenging exposures to loss. Thirty years ago few would have imagined how technology, manufacturing, distribution, and the economy would have created such a huge variety of “things” to insure. Given what’s going on throughout the world, it is quite evident that the pace of change will only accelerate in the years ahead. During this presentation we will discuss a wide range of relevant topics including a snapshot of the financial condition of the P&C business, the impact of the COVID 19 pandemic and the lingering issues surrounding business income claims, changes in the exposures to loss for personal insurance buyers, and the continued impact of technology on how we operate. We will also touch on the legacy topics of catastrophe underwriting and pricing and recent trends in the world of cyber insurance.

11:00 am – 12:15 pm
Lunch with NSIPA Business Meeting

12:15 pm – 1:15 pm
Concurrent Sessions

A. Excel – A Deeper Dive
Greg Rohner

How premium audits are completed has evolved from the dreaded three-part carbon form and pro-rata wheels to heavy laptops transmitting at 2400 baud to the broadband technology we use today.   This program will introduce you to the next level of completing data entry elements of premium audits through the use of pdf conversion software and data mining techniques in Excel.   Objectives: 1. Convert a pdf of a labor distribution report to Excel. 2. Extract data from that Excel file in a usable format to complete a premium audit using a key column and dynamics from the filter function in Excel. 3. Organize data for your audit software using a Pivot Table. 4. Get a huge head start on applying correct classifications.

B. Concurrent Session*
Richard Pope

1:15 pm – 1:30 pm
Networking Break/Exhibits Open

1:30 pm – 3:00 pm
General Session*

3:00 pm – 3:15 pm
Closing Remarks/Prizes

Speakers

Calvin Anderson is a Business Process Specialist in the Classification Administration and Education Division at the WCIRB. He has over 33 years’ experience in the Classification and Test Audit process. His previous positions at the WCIRB include Senior Field Representative, Classification Research Analyst, Assistant Manager, CTA and Quality Assurance Director. In his current position he is responsible for administering the Test Audit Program and assisting the WCIRB field staff to ensure the quality of WCIRB inspections and test audits. In addition to presenting WCIRB Seminars, Calvin frequently speaks to insurers and insurance groups throughout the state to provide training in the Standard Classification System and the application of rules of the California Workers’ Compensation Uniform Statistical Reporting Plan—1995.

Chris Behymer received his Bachelor of Business Administration degree from the University of Wisconsin-Madison with majors in Risk Management and Insurance and Marketing in December of 1976. Since entering the industry in January of 1977, he has held a variety of underwriting, marketing, and training positions for both standard and excess and surplus lines insurance companies. His current title is Director, Client Education for Markel and is based in Scottsdale, Arizona. His responsibilities include managing Markel’s continuing education (CE) program on a national basis. Chris is also a member of the Adjunct Faculty team at Rio Salado College in Tempe, AZ. He teaches four online insurance courses for the college has been involved with Rio since 1980. Chris has developed and lead classes for a variety of insurance industry groups including the Wholesale & Specialty Insurance Association (formerly AAMGA University), state Independent Agents Associations, and a number of Surplus Line Associations around the country. He served as the Director of the Education for the Arizona Chapter of CPCU from 1994 to 2011 and has been an active member of the Society of Insurance Trainers and Educators (SITE) since 1990. He has also served on the Education Committee for the AAMGA/WSIA University since 1995.

Alan Dark serves as SIU manager at Harford Mutual Insurance Company, a role he has held since 2018.

David Derigiotis is Senior Vice President and Professional Liability Practice Leader of Burns & Wilcox. He is one of the country’s foremost experts on Cyber and Privacy liability, leading a diverse team of highly specialized brokers and underwriters that foster strategic partnerships with insurance companies, security firms and other industry organizations. David has been integral in expanding the company’s Professional Liability Practice Group, which is recognized for its expertise in Cyber, Errors & Omissions, Medical Liability, Directors & Officers, Employment Practice Liability and more. He is also responsible for Node International’s North American operations, a Managing General Agent within the company network recognized for its expertise in cyber-risk and technology-related insurance solutions. He is a published author, a licensed continuing education instructor, and is often a go-to for media, appearing in a variety of publications to speak on cyber security, identity theft and privacy risks. He also has experience working with the Federal Trade Commission, U.S. Department of the Treasury and the Organization for Economic Cooperation and Development (OECD) to evaluate privacy regulation and provide insight on the global cyber insurance market. Recognized through industry awards, David received Business Insurance’s Break Out Awards and Insurance Business America’s Top Specialist Brokers award and was featured as a Comcast newsmaker. He is a member of the International Association of Privacy Professionals, a Certified Information Privacy Professional with a concentration in United States privacy law and a Certified Information Privacy Manager with a focus on corporate data governance and privacy program management. David earned a Bachelor of Science in Psychology from Central Michigan University.  

Stewart Foley is the Founder of Insurance AUM and the Editor-In-Chief of the Insurance AUM Journal. He is also an Instructor of Finance and Economics at Northeastern Illinois University (NEIU) for both graduate and undergraduate courses. Stewart’s track record includes successfully raising and managing over $25 billion of insurance general account assets in the U.S., London and Bermuda markets. He graduated with honors from the University of Missouri with a BSBA in Finance, has an MBA from the University of Chicago Booth School of Business and is a Chartered Financial Analyst.

Phillip Gorrill has been involved in premium audit since 2005 and has worked for multiple carriers and a vendor throughout his career. Currently, Phillip is a free agent and enjoying finding new challenges in the insurance industry.

Brian Gray is Director, Classification Administration and Education for the WCIRB. Mr. Gray joined the WCIRB in 1987 and has over 30 years experience in the application of the California Workers’ Compensation Uniform Statistical Reporting Plan-1995 (USRP). His previous positions with the WCIRB include Director, Classification Research, Field Representative, Classifier/Test Audit reviewer, Classification Research Analyst, Manager of the Policy Examination Department, and Quality Assurance Director in the WCIRB’s Classification and Test Audit Department.

Richard Pope began his career in oilfield accounting in 1976. He moved into insurance in 1992 as a claims adjuster with American Interstate Insurance Company (now Amerisafe, Inc.), becoming the Western Regional Claims Manager in 1995. He brought this claims background into the premium audit field in 2003 working for OSI and then for Union Standard Insurance Group (a W. R. Berkley Company) as their head of Premium Audit since 2005. He has served Union Standard as the Premium Audit Manager, Director of Premium Audit, and, currently, the Assistant Vice President of Premium Audit. He revitalized their premium audit department, helping develop W. R. Berkley’s PATS Premium Audit Management System in 2006, the Audit Cube in 2008, as well as initiating an automatic audit endorsement protocol for the company in 2017. Pope is the Past President of the Insurance Auditor’s Association of Dallas, a past Executive Vice President of the Insurance Auditor’s Association of the Southwest, and a former Vice President of the National Society of Insurance Premium Auditors. He is an active presenter of insurance topics and has presented for IAASE, IAASW, IAAW, NSIPA, PAAS and other premium audit and insurance organizations. He is the 2020 recipient of NSIPA’s Eugene Bowers Lifetime Achievement Award. 

Greg Rohner is currently the Senior Auditor-National Accounts with Berkshire Hathaway Homestate Companies and is based out of Chicago, IL. In this role, he performs audits mostly on larger, complex accounts nationwide. Since starting a career in Premium Audit in 1987 immediately upon graduation from Moorhead State University as an audit trainee with Brandanger and Associates, Greg has worked in a variety of field and management roles throughout his career in both vendor and carrier environments and joined Berkshire Hathaway Homestate Companies in September 2014. 

Dr. Joe Serio is a popular and entertaining motivational speaker on personal leadership. He motivates and inspires his audiences while providing thought-provoking information. As a recorded musician, Dr. Joe brings music to the classroom, occasionally using harmonica and guitar to illustrate points pertaining to time management, organizational skills, and effective communication. Dr. Joe holds a Ph.D. in Criminal Justice with a specialization in Leadership and Organizational Behavior from Sam Houston State University (SHSU).

Dan Swenson is Vice President of Operations and People Development at Lowry & Associates, Inc. He oversees the entire remote audit operation while working closely with the Carrier Specialist Team.  As VP of People Development, he implements best practices within the different teams and departments of the company to foster enhanced synergy and cohesion. After graduating with a Bachelor of Arts from the University of Utah in Communications, Dan began working with LAI as a field auditor in 2006. In 2017, he moved into a field mentor position, then a year later was appointed Director of Learning and Development before coming into his current role. Dan has been the driving force behind LAI’s E-Learning and onboarding platform, revolutionizing auditor development and the onboarding process. He also implemented a new field support and mentoring program, including virtual mentoring sessions for field auditors.

Registration

Registration Options
In-Person Annual Seminar

Salt Lake City, Utah

NSIPA/IAAW Member: $339
Non-Member: $389

Virtual Annual Seminar

Online- What is Included

The virtual annual Seminar registration option includes live streaming ALL general session presentations for each day and one concurrent session for each time period. Concurrent sessions marked with an "*" are the ones being live streamed. In addition, the virtual conference shall include an opportunity to virtually interact with others, visit with the exhibitors who are present in Salt Lake City, and opportunity to win prizes!

Both Days
NSIPA/IAAW Member: $339
Non-Member: $389

Thursday Only
NSIPA/IAAW Member: $179
Non-Member: $239

Friday Only
NSIPA/IAAW Member: $179
Non-Member: $239

To Register

CLICK HERE

Cancellation, Substitution & Refund Policy

Registration cancellations prior to or on September 30 will incur no penalty. Cancellations between October 1 and October 14 shall charged $50. No refunds will be made on cancellations made after October 15 because logistical implementation and forfeited fees cannot be applied to future meetings due to IRS reporting requirements.

Substitutions are $25. All substitutions must be in writing and accompanied by a completed online registration form.

Hotel

With a stay at Radisson Hotel Salt Lake City Downtown, you'll be centrally located in Salt Lake City, just a 4-minute walk from Vivint Smart Home Arena and 7 minutes by foot from Salt Palace. This 4-star hotel is 0.4 mi (0.7 km) from Temple Square and 0.4 mi (0.6 km) from Salt Lake Temple.

Reserve Your Guest Room

Group Name:
National Society of Insurance
Premium Auditors (NSIPA)
Check-in:22-OCT-2021
Check-out:29-OCT-2021
Hotel:Radisson Hotel Salt Lake City Downtown
Hotel Address:215 W. South Temple
 Salt Lake City, UT 84101
Hotel Phone Number:801-531-7500
Guest Room Rate:$119 USD plus tax S/D
Room Deadline:September 30, 2021; Guest rooms are
assigned on a first-come, first-served basis
and can sell out at any time. Reservations
must be made by September 30 in
order to receive the discounted rate.
Group Code:NSIPA
Reservations:A block of rooms has been reserved for
October 18, 2021 – October 25, 2021.

Individuals should contact the Hotel at
801-531-7500 or through our toll free
number at 800-333-3333 or CLICK HERE
for online reservations

Exhibitors

Click on the logos below to be taken to the exhibitor pages where you can learn abut each company and have an opportunity network with each. 

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Sponsors

We would like to thank the following companies for their sponsorship of the following related to the NSIPA & IAAW Annual Seminar. Please click on their logo to take you to their website. 

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Lanyards Sponsor



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Play to Win Sponsor &
Registration Table Beverages Sponsor



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Hard Copy Agenda Sponsor



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Break Sponsor



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Break Sponsor



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Breakfast Sponsor &
Handouts Page Sponsor

Train.NSIPA Homepage

https://train.nsipa.org/

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