In-Person Annual Seminar Registration

Salt Lake City, Utah

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

(Due to a lack of interest and significant costs to live streaming, we have cancelled the Virtual Registration option.)

COVID Guidelines

The Annual Seminar is following the guidelines provided to NSIPA by the hotel and SLC at the time of the event.  Here are two links for more details:


COVID-19 Information for Visitors (visitsaltlake.com)

We will also provide any updates in our reminder emails sent just before the event occurs. 

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

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

Excel – A Deeper Dive

And More...

Annual Seminar - Mountain Time

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

To Register


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

10:00 am - 1:00 pm

NSIPA Board of Directors Meeting


2:00 pm - 5:00 pm

IAAW 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



8:00 am – 8:15 am



8:15 am – 9:15 am

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

Premium Audit – A Fresh Look

Dan Swensen

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.


10:15 am – 11:15 am



11:15 am - 11:45 am

IAAW Business Meeting

11:45 am – 12:45 pm

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

Excel Without A Mouse

Phillip Gorrill

You can leave your pivot tables and v-lookups 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)


2:15 pm – 2:30 pm

Networking Break/Exhibits Open


2:30 pm - 3:30 pm

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?


3:30 pm – 3:45 pm

Networking Break/Exhibits Open


3:45 pm 4:45 pm

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



8:00 am – 9:30 am

The Innovation Journey: Featuring COVID-19 and the Virtual Conundrum

Richard Pope

We are entering a time in history where technology has accelerated exponentially. We are now confronted with changing our mindset to be more adaptable to those changes which surround and affect us. This presentation is designed to help you jump on the moving Innovation Train and use it to confront the challenge of accurately auditing risks while insuring a safe process for both the auditor and the insured. It will give you insights into different methods to bypass hardwired pre-dispositions against change and make you an innovation warrior.


9:30 am – 10:00 am

Networking Break/Exhibits Open


10:00 am – 11:00 am

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.


11:00 am – 12:00 pm



12:00 pm - 12:15 pm

NSIPA Awards

12:15 pm – 1:15 pm

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

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.


1:15 pm – 1:30 pm

Networking Break/Exhibits Open


1:30 pm - 3:00 pm

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.


3:00 pm

Closing Remarks/Prizes


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 Swensen 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 Details

(Unfortunately due to a lack of interest and significant costs of live streaming, we found it necessary to cancel the Virtual Registration option.)

In-Person Annual Seminar

Salt Lake City, Utah

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

To Register


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.


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.

Transportation options from the airport include taxi. Uber, or the Trax system.  

Hotel health protocols and social distancing policies can be found here and here.

Reserve Your Guest Room

Group Name:
National Society of Insurance
Premium Auditors (NSIPA)
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.

When booking online, use the Promotional Code

Current Participants

Feel free to check out who else in coming to the Annual Seminar. In order to access this page, you must be both registered and login as a member of our main website. The list includes Names, Titles, and Company.  The list onsite will also provide email addresses for networking purposes only. 

See Who's Coming


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. 










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. 
Lanyard Sponsor & Reception Sponsor

Play to Win Sponsor & Registration Table Beverages Sponsor

Hard Copy Agenda Sponsor

Break Sponsor

Break Sponsor

Breakfast Sponsor & Handouts Page Sponsor

App Sponsor & Break Sponsor

Lunch Sponsor

Brunch Sponsor
Break Sponsor


Train.NSIPA Homepage


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Turbocharge Your Time: Outrageous Productivity in a World of Distractions Evaluation
Premium Aduit - A Fresh Look Evaluation
Positive Interactions with Difficult People Evaluation
Quick Keys for Excel/Excel Navigation Evaluation
Insurance Asset Management Today Evaluation
Online and Over Exposed: Protecting Your Privacy in a Connected World Evaluation
The Innovation Journey: Featuring COVID-19 and the Virtual Conundrum Evaluation
Excel - A Deeper Dive Evaluation
USRP Changes Effective 9/1/21 and Auditing in a Post-COVID-19 World Evaluation
Premium Fraud Evaluation