2016 IIABL Convention Program

2016 IIABL COMPANY PARTNERS

114th IIABL Annual Convention & Exposition

June 19-June 22, 2016

Sandestin Beach Hilton Destin, Florida

GOLD PARTNERS

Welcome to the 2016 IIABL Convention and Exhibition!

TABLE OF CONTENTS

On behalf of the Board of Directors and the Staff of the Independent Insurance Agents and Brokers of Louisiana, it is my pleasure to welcome you to our 114th annual IIABL Convention & Exposition. As always, this event gives us the opportunity to network, visit and relax with fellow agents, brokers and company representatives.

Our 2016 theme, Big I - The Force Awakens, reinforces how strong and powerful the Independent Insurance Agency system is when agents, companies and brokers work together to provide excellent products and services for our clients. Truly, we are a ‘Force Awakened’ to conquer the ever changing challenges in today’s fast paced business climate and to remain the preferred system of choice for insurance consumers.

Take the opportunity to visit with our exhibitors and sponsors. Without their support this convention would not be the success that it is.

Thank you for attending the convention. Take advantage of the programs and events including golf, fishing or relaxing by the beach or pool. We have excellent education sessions for you to learn new ideas on managing and improving your agency. Our guest speakers include our Commissioner Jim Donelon, Keynote Speaker and CE Instructor Mary Eisenhart Belka and our IIABA Chairman Elect Spencer Houldin. Music will be provided by The Wise Guys at our Dance, and with any luck at all, we will watch the Tigers in Omaha. Whether it is education, golf, networking, dining, dancing, fishing or relaxing - we have something for everyone!

Have fun, enjoy the convention and may the Force Awaken you!

Welcome ............................................... 1 General Information ........................... 2-3 Sponsor Recognition ........................... 4-5 Exhibit Exposition ...............................6-7 Program-Sunday, June 19 ...................... 8 Program-Monday, June 20 ................ 9-10 Program-Tuesday, June 21 ............. 11-12 Program-Wednesday, June 22 ............. 13 IIABL Company Partners ..................... 14 Lou Daniel Award Recipients................ 15 IIABL Past Presidents ..................... 16-17 IIABL Board of Directors and Officers

GENERAL INFORMATION IIABL Registration Center The IIABL staff is ready, willing and able to assist you. Convention registration and program information is available at the IIABL Registration Center.

If you have questions, need information or assistance, contact the IIABL staff at the registration center.

IIABL Staff Jeff Albright Chief Executive Officer Lisa Crooks Executive Assistant Francine A. Berendson Director of Events Mike Edwards, CPCU, AAI Director of Education Karen Kuylen Director of Accounting & Finance Kim Jackson Education & Membership Rhonda Martinez, CIC Director of Insurance Services Lee Mowe Marketing Jamie Newchurch Marketing & Insurance Services

Location:

Ballroom Lobby

Registration Schedule:

Sunday, June 19..... 1:00pm - 6:00pm

Thanks again for attending,

Monday, June 20 ... 8:00am - 12:00pm David R. Dethloff, CIC IIABL President 2015-2016

Tuesday, June 21 .... 6:30am - 9:00am Wednesday, June 22 8:00am -10:00am

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Convention Registration, Badges and Tickets Each and every person attending the Convention must be registered. Convention attendees are issued badges which must be worn in order to be admitted to all convention activities. Green badges denote registrants. Yellow badges represent guests, spouses and children. Lost or damaged badges can be replaced at the IIABL Registration Center. Individual registrations for separate convention functions are not available.

IIABL CONVENTION SPONSOR RECOGNITION The Independent Insurance Agents & Brokers of Louisiana would like to thank the following convention sponsors

GOLD SPONSORS

Some convention functions require tickets for drinks or door prizes. Tickets are included in your registration packet. Please make sure to bring your tickets to each function.

Lost or damaged tickets can be replaced at the IIABL Registration Center.

Registration for Sports Events Golf and fishing will be held on Tuesday morning. Each of these special sporting events requires a separate registration. Please sign up at the IIABL Registration Center by noon Monday.

CE Seminars Convention business sessions and CE seminars are filed for continuing education credit. Attendance is required for the complete program to qualify for CE credit. Please be sure to complete and return the required CE sign in sheet at the end of each session to qualify for CE credit. Convention CE certificates will be mailed 6-8 weeks after the convention.

CE credit will not be provided to attendees who do not attend the entire seminar and/or fail to complete and return the CE sign-in sheet at the end of each individual CE session.

Convention Attire Casual attire will be appropriate for all Convention activities.

Attendance Prizes Door prize drawings will be held at all business sessions and seminars. Remember to sign your name on the appropriate attendance prize drawing tickets and deposit them in the prize drum each day. Don't forget - you must be present to win.

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SILVER SPONSORS:

IIABL EXHIBIT EXPOSITION

Access Home Insurance Co Amerisafe Burns & Wilcox FCCI Insurance Group Gray Insurance Co Interstate Ins Underwriters LCI Workers’ Comp LCTA Workers’ Comp Lighthouse Property Insurance LA Restaurant WC SIF Republic Group Stonetrust Commercial Ins Travelers Insurance United Fire Group Wright Flood

The IIABL Exhibit Exposition has a prestigious group of professionals who have gathered to show you the most comprehensive array of insurance products and services ever assembled. Don't miss this opportunity to play our exciting exhibit games and win fabulous prizes - just by visiting with the exhibitors. Please note that spouses or kids are not eligible to participate in the exhibits, exhibit games or to win exhibit prizes.

EXHIBIT SCHEDULE: Sunday, June 19 1:00pm - 4:00pm Welcome Refreshments 5:00pm—7:00pm

Opening Reception

BRONZE SPONSORS:

AMERICAS INSURANCE CO AMTRUST NORTH AMERICA ASI BANKERS INSURANCE CO CNA INSURANCE COMMERCIAL SECTOR INSURANCE EMC INSURANCE COMPANIES ENCOMPASS INSURANCE FOREST INSURANCE FACILITIES GEOVERA SPECIALTY INSURANCE GULFSTREAM P&C INSURANCE HANOVER INSURANCE HOMEBUILDERS SIF LANE & ASSOCIATES LIBERTY MUTUAL LUBA WORKERS’ COMP MAISON INSURANCE MARKEL FIRST COMP RISCOM RPS COVINGTON SAFECO INSURANCE SAFEPOINT INSURANCE CO SOUTHERN STATES SUMMIT CONSULTING, INC. SWISS RE

CONVENTION EXHIBITORS Acadian Managers, LLC Access Home Insurance Company Allied Trust Insurance Co Allsouth Professional Liability Americas Insurance Co Amerisafe, Inc AmWins Atlantic Specialty Lines Bankers Insurance Group Bass Underwriters Berkshire Hathaway Guard Burns & Wilcox, Ltd. Centauri Specialty Risk Commercial Sector Ins Brokers Emergency Restoration Enterprise Data Concepts, LLC Equity Partners Insurance Services 5

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PROGRAM OF EVENTS

Convention Exhibitors continued

First Insurance Funding Foremost Insurance Go To Premium Finance Guarantee Restoration Homebuilders SIF Houston International Insurance Group IIABL Imperial PFS Insurisk Excess & Surplus Lane & Associates LA Restaurant Assoc. SIF LA Workers’ Compensation Corp LCI Workers’ Comp LCTA Workers’ Comp Lighthouse Property Insurance LUBA Workers’ Compensation Maison Insurance Company Markel FirstComp Monson Law Firm Prime Insurance Progressive Insurance Property Insurance Assoc of LA RISCOM RPS Covington Safehold Special Risk Safepoint Insurance Co SageSure Insurance Selective Insurance Southern National Finance State National Fire Insurance Swiss Re

Vertafore WAHVE, LLC Young Agents 7

Sunday, June 19, 2016 Welcome Refreshments

1:00pm - 4:00pm Emerald Ballroom After the long trip from home, stop and quench your thirst with our Welcome Refreshments.

Convention Registrants Only!

IIABL Registration Center

1:00pm - 6:00pm Emerald Ballroom Pre-function Area

IIABL Exhibit Exposition

1:00pm - 4:00pm Emerald Ballroom Visit our awesome exhibitors and don’t forget to fill in your IIABL Convention Door Prize Ticket that each exhibitor has waiting for you.

Convention Registrants Only!

Opening Reception 5:00pm - 7:00pm Emerald Ballroom Bring Your Drink Tickets Enjoy the great food and drinks while visiting with our exhibitors at the Opening Reception.

A great way to start off a great convention.

Convention Registrants & Spouse/Guest Only

IIABL Exhibit Exposition 5:00pm - 7:00pm Emerald Ballroom Another opportunity to check out the exhibitors, enjoy the food & drink. Get your IIABL Door Prize Ticket from the exhibitors you visit.

Convention Registrants & Spouse/ Guest Only 8

Frozen Drink Treats

Monday, June 20, 2016

3:00pm—5:00pm The Veranda Enjoy these frozen concoctions poolside with adult & kid-friendly varieties.

Convention Registrants, Spouses/Guests & Children

IIABL Registration Center

8:00am - 12:00pm Emerald Ballroom Pre-function Area

Opening Business Session 9:00am - 12:00pm Emerald Ballroom Door Prize Tickets

Companies & Cocktails

Welcome IIABL President David Dethloff, CIC IIABL Awards & Presentations Installation of IIABL Officers & Directors State of the Union Commissioner of Insurance Jim Donelon The Force Awakens Mary Eisenhart Belka, CPCU, ARM, ARe, RPLU, CIC, CPIW Convention Registrants & Spouse/Guests

CE Seminar

1:30pm—4:30pm Emerald C First Things First Mary Eisenhart Belka, CPCU, ARM, ARe, RPLU, CIC, CPIW This session provides a simple, straight-forward approach to ensure basic agency business stability by developing a viable, working non-fluffy business plan and establishing a simplified, effective Business Model. Agents who understand basic business planning concepts, and commit to development of a truly viable, workable plan, can better provide superior product choices and options for their clients. They can also use this approach in helping their clients to reduce risk and improve their businesses as well.

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Company & Broker Reception 5:30pm - 7:00pm Sunset Deck Bring Your Drink Tickets Convention Registrants & Spouses/Guests Thanks to our company & broker hospitality sponsors!

Acadian Managers, LLC Americas Insurance Co Berkshire Hathaway Guard Centauri Specialty Insurance Foremost Insurance Group Forest Insurance Facilities GeoVera Specialty Insurance Homebuilders SIF LA Restaurant Assoc SIF Strickland General Agency U.S. Risk, Inc. Wright Flood

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Sweet Treats Dessert Reception

8:30pm-10:00pm Emerald Ballroom After dinner, be sure to stop at the Sweet Treats Dessert Reception to enjoy an array of desserts and coffee.

Convention Registrants, Spouses/ Guests & Children

Tuesday, June 21, 2016

Golf Tournament 8:00am - 3:00pm Raven Golf Course Please arrive early for the 8:00 am shotgun start -- scramble format or 2 person best ball. Prizes will be awarded at the Closing Business Session, Wednesday, June 22, 2016. In case of questionable weather, please call the Hilton Front Desk or Raven for information on a weather decision.

Registered Golfers

Breakfast of Champions 6:00am - 9:00am Emerald Ballroom Get a great start on the day with our Breakfast of Champions.

Convention Registrants Only

IIABL Registration Center 6:30am - 9:00am Emerald Ballroom

Fishing Trip 6:00am - 11:00am East Pass Marina The fishing is great in Destin - the luckiest fishing village in the world! There will be a shuttle from the Hilton to the marina departing at 6:00am in the lower level (by Seagar’s Restaurant). Please check at the IIABL Registration Center for your boat assignment. In case of questionable weather, please call the Hilton Front Desk for information on a weather decision.

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CE Seminar 9:00am-12:00nn Emerald Ballroom Agency Force—FULLY AWAKE: The Remaining Components Mary Eisenhart Belka, CPCU, ARM, ARe, RPLU, CIC, CPIW

The expense side of the Balance Sheet must be addressed by insurance agencies at long last – on an investment basis. Operations management has never been more important – and so little understood by most agency owners, whose expertise is usually on the sales (but not necessarily sales management) side of things. Written, formal procedures must be organization-wide, encompassing sales, service, IT, and accounting, in order to build an extraordinary organization.

Procedures are just the beginning – actually they are nearly the last step in establishing the wellrun agency. Owners must commit to total quality, including operations, in order to profitably support insurance sales organizations

Convention Registrants Only

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Kool Off With Ice Cream Chill Out With Beer

2016 IIABL COMPANY PARTNERS

2:00pm-4:00pm Barefoots Deck Ice Cream and Beer will be served poolside to enhance your pool activities. In case of rain relocate to lounge.

Convention Registrants, Spouses/ Guests & Children The Party featuring: The Wise Guys 8:30pm - 12:30pm Emerald Ballroom Drink Tickets New Orleans’ Premier Dance & Party Band Convention Registrants & Spouses/ Guests

Wednesday, June 22, 2016

IIABL Registration Center 8:00am - 10:00am Emerald Ballroom Prefunction Area CLOSING BUSINESS SESSION

9:00am - 12:00nn Emerald Ballroom Door Prize Tickets Top Initiatives from IIABA Chairman Elect—Spencer Houldin Outgoing President’s Address David Dethloff, CIC Incoming President’s Address Richard Jenkins Legislative Wrap-Up Jeff Albright, Rep. Major Thibaut and David Tatman Convention Registrants and Spouses/Guests 13

SILVER PARTNERS Access Home Insurance Burns & Wilcox, Ltd. FCCI Insurance Group Gray Insurance Co LCI Workers' Comp LCTA Workers’ Comp Lighthouse Property Ins Louisiana Restaurant WC SIF The Republic Group Stonetrust Commercial Ins United Fire Group Wright Flood BRONZE PARTNERS AMERICAS INSURANCE COMPANY AMERISAFE AMTRUST GROUP ASI BANKERS INSURANCE CNA INSURANCE EMC INSURANCE COMPANIES FOREST INSURANCE GULFSTREAM P&C INSURANCE HOMEBUILDERS SIF LANE & ASSOCIATES LUBA WORKERS’ COMP MAISON INSURANCE COMPANY MARKEL FIRSTCOMP RPS COVINGTON SUMMIT CONSULTING

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LOU DANIEL AWARD 1965 1966 1970 1971 1972 1985 1989 1992 1993 1994 1995 1996 1997 1998 1999 2004 2006 2006 2008 2010 2013 2014 2015

IIABL PAST PRESIDENTS

Harold Boling Lou W. Daniel Herman Katten Charles E. McKenzie, Jr. H. Leslie McKenzie Philip H. Jacobs Richard L. Katten, CPCU Dick Dethloff, CPCU Gus Englehardt William M. Marks, Jr. John Guice, CPCU Lou W. Daniel Thomas D. Oglesby J. David Daniel Henry C. Mullin William M. Marks, Jr. Ronald S. Paulin, CPCU Joseph A. O’Connor, Jr. Donald E. Beery Steve Cavanaugh Lee Schilling Jeff Albright Randy Lanoix, CIC Marc Eagan, CIC Barry O. Blumberg, CIC Jeff Mohr, CPCU, ARM

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J. W. Alexander ---------------- 1902-1903 W. J. O’Pry ---------------------- 1920-1921 M. J. Hartson ------------------- 1921-1922 J. H. Percy ---------------------- 1924-1925 George A. Petrie --------------- 1925-1926 George A. Petrie --------------- 1926-1927 Frank G. McElroy --------------- 1927-1928 Frank G. McElroy --------------- 1928-1929 Matt G. Smith ------------------- 1929-1930 Matt G. Smith ------------------- 1930-1931 William D. H. Rodriguez ------ 1931-1932 Capt. Emmett L. Kidd --------- 1932-1933 James E. Hassinger ------------ 1933-1934 Alphonse Davis ----------------- 1934-1935 Terrell Woosley ---------------- 1935-1936 Terrell Woosley ---------------- 1936-1937 Thomas G. Grace --------------- 1937-1938 Albert M. Dreyfuss ------------- 1938-1939 O. Wharton Brown ------------- 1939-1940 Charles P. Gould --------------- 1940-1941 Alvin S. Hahn ------------------- 1941-1942

Leonard M. Wise ------------ 1942-1943 Leonard M. Wise --------------- 1943-1944 Edward J. Seymour ------------ 1944-1945 Edward J. Seymour ------------ 1945-1946 Lancaster W. Collens ---------- 1946-1947 W. Eugene Bingham ----------- 1947-1948 A. Heath Petrie ----------------- 1947-1948 Harold A. Boling ---------------- 1948-1949 Cecil R. Middleton ------------- 1949-1950 B. Horace Talbot, Jr. ---------- 1950-1951 Emmett A. Herring ------------ 1951-1952 Roscoe A. Bolton --------------- 1952-1953 Gibson Stevenson -------------- 1953-1954 E. A. Veillon --------------------- 1954-1955 Harold A. Mouk, Sr. ----------- 1956-1957 I. T. Hart ------------------------- 1957-1958 A. L. Schlesinger, Jr. --------- 1958-1959 Philip A. Jacobs ---------------- 1959-1960 Felix L. Aucoin, Jr. ------------ 1960-1961 Thomas Q. Winkler ------------ 1961-1962 H. Leslie McKenzie ------------ 1962-1963 Hartwell A. Lewis -------------- 1963-1964 Jules H. Dreyfuss -------------- 1964-1965 Lou W. Daniel ------------------- 1965-1966 Charles E. McKenzie, Jr. ----- 1966-1967

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Herman Katten ----------------1967-1968 David D. Dupuy ----------------1968-1969 Robert A. Bogan, Jr. -------------- 1969-1970 Warren Graham -------------------- 1970-1971 William A. Baker, Jr. -------------- 1971-1972 A. G. Howard ----------------------- 1972-1973 H. A. Mouk, Jr. --------------------- 1973-1974 William T. Lowry ------------------- 1974-1975 Arthur G. Randol, Jr. ------------- 1975-1976 Richard M. Wise -------------------- 1976-1977 Jack E. Duke ------------------------ 1977-1978 David J. Dessauer, Jr. ------------ 1978-1979 Arthur M. Beveridge -------------- 1979-1980 C. R. Dethloff, CPCU -------------- 1980-1981 L. Brian Duke ----------------------- 1981-1982 John McCants ----------------------- 1982-1983 John B. Tyner ---------------------- 1983-1984 Gus Engelhardt --------------------- 1984-1985 Gerald M. LeBlanc ----------------- 1985-1986 Charles Shaver --------------------- 1986-1987 M. J. Hartson, III ------------------- 1987-1988 M. B. Kornegay, Jr. ---------------- 1988-1989 Philip H. Jacobs -------------------- 1989-1990 Ben Talbot --------------------------- 1990-1991 Henry Mullin ------------------------ 1991-1992 Brian Couvillon, CPCU ------------ 1992-1993 Ronald S. Paulin, CPCU ----------- 1993-1994 Richard L. Katten, CPCU --------- 1994-1995 John Guice, CPCU ----------------- 1995-1996 William M. Marks, Jr. ------------- 1996-1997 J. David Daniel --------------------- 1997-1998 L. Brian Duke, Jr., CIC ------------ 1998-1999 Donald E. Beery -------------------- 1999-2000 Randy Lanoix, CIC ----------------- 2000-2001 Jeffrey Fields ----------------------- 2001-2002 Joseph A. O’Connor --------------- 2002-2003 Wayne Cunningham --------------- 2003-2004 Craig Thomson---------------------- 2004-2005 H. Lee Schilling--------------------- 2005-2006 John Smestad, CPCU -------------- 2006-2007 Jeff Mohr, CPCU, ARM ------------ 2007-2008 Clay Mullin, CIC--------------------- 2008-2009 Cindy Lirette ------------------------ 2009-2010 Bernard McKenzie ----------------- 2010 Brad Bourg -------------------------- 2010-2011 Marc Eagan -------------------------- 2011-2012 Barry Blumberg --------------------- 2012-2013 Parke Ellis --------------------------- 2013-2014 Mickey Bennett --------------------- 2014-2015

*Deceased

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IIABL OFFICERS AND DIRECTORS David R. Dethloff, CIC— President Richard Jenkins—President-Elect Neil Record, CIC— Secretary/Treasurer H. Lee Schilling—State National Director Mickey Bennett— Past President

Johnny Beckmann, III Byram Carpenter, III Brenda L. Case, CIC Joe Cunningham, Jr. Donna Rollo DiCarlo H. Morris Funderburg Ross Henry Brett Hughes Harry B. Kelleher, III Philip McMahon, CIC Joseph A. O’Connor, III Paul Owen, CIC Martin Perret, CIC David T. Perry, CIC, ARM Robert G. Riviere Armond K. Schwing, CIC Michael D. Scriber Donelson P. Stiel

SEE YOU NEXT YEAR!!!

June 18—June 21, 2017