PIA Northeast Virtual Conference Registration Brochure

PIA Northeast

Virtual Conference June 8-9, 2021

Trust us, you don’t want to miss it.

The Experience Interact with a bigger, broader audience than ever before. Our EXPANDED 2021 VIRTUAL CONFERENCE brings together agents, brokers, vendors, companies and more via a virtual platform that makes it easy to FORGE NEW BUSINESS CONNECTIONS. Reach beyond the annual conference you have come to know and love.

Why Attend?

Hosted by PIA Northeast, join the 5-STATE insurance community in our IMMERSIVE 3D UNIQUE SPACE that emulates a physical conference, including lobbies, ad signage, virtual booths, and theaters.

Virtual Conference has been developed to ENGAGE ALL LEVELS of insurance professionals looking to enhance their knowledge of industry products, markets, tools, and much more.

Harness ideas and develop successful strategies at this multi-day event, where you will SHARE, DISCUSS, AND EXPLORE new developments and exciting advancements in insurance.

Who Attends?

Virtual Conference At-A-Glance Network with

2000 Attendees

Engage with over

30 Speakers

Visit with

125 Exhibitors

Attend

5 CE Classes

Access platform

365 days

THOUSANDS of insurance professionals at ALL LEVELS choose Virtual Conference as their opportunity to REIGNITE THEIR BUSINESS with

new tools, services and strategies.

pia.org | conferences@pia.org | (800) 424-4244

Pro 25 PO Gle

Keynote speaker WALTER BOND

Former NBA star turned Business Leader

Walter Bond is a 6’5” former NBA player—but he’s better known for his motivation to help others see their full potential. Bond is a nationally recognized public speaker, author and business coach who combines humor, tough love and his experiences to guide his audience to success.

Bond’s latest keynote address is about what he calls the “Shark Mindset.” He dives into the power of adopting a shark mindset—and how it can alter the trajectory of your business drastically. Sharks never stop swimming, they can’t go backwards and they are flexible: all attributes your business should adopt now.

Featured speakers SHAWNEE DELANEY

CIA Intelligence Officer & Private Investigator Shawnee Delaney is a decorated CIA intelligence officer and licensed private investigator who combines war stories, humor and charm to bring unrivaled insight into the nexus of espionage and the corporate world. Delaney is a certified case officer and alumni of the CIA’s training facility—she spent nearly ten years with the Defense Intelligence Agency conducting human intelligence operations. Now, she uses her experience to teach businesses about insider threats, cyber technology and threats, and counter-terrorism.

JACOB NELSON, MPH, MPP

AAA National Director, Traffic Safety Advocacy & Research In his current role as Director of Traffic Safety Advocacy & Research for AAA, Jake is an influential communicator who provides thought leadership on issues related to traffic injury prevention. From interpreting fatal crash statistics to assessing solutions to keeping drivers safe, Jake excels at translating complex research into evidence-based policies, researchvalidated interventions, and easy-to-understand language for the media. Jake has been featured in a variety of national media outlets, from USA Today and the New York Times to appearances on NBC’s Today Show, ABC’s World News Tonight, and The Dr. Oz Show.

RYAN NOBLES

CNN Congressional Correspondent Ryan Nobles is a CNN Congressional Correspondent who covers Capitol Hill. Notably, he specialized in the coverage for former President Donald J. Trump’s re-election campaign and Sen. Bernie Sanders’ second presidential campaign. And, he has interviewed former President Barack Obama on three separate occasions. A native to Upstate New York, Nobles began his career in Utica and served as a news anchor in Albany. The Washington Post has ranked Nobles as one of the Best State-Based Political Reporters in 2009 and 2013, and he appeared on POLITICO’s 50 to Watch list in 2011.

GREG SCHWEM

America’s Favorite Corporate Funnyman Greg Schwem is motivational corporate comedian who uses a blend of comedy and realworld advice about business and technology to help him relate to his corporate audiences.

Schwem’s take on the 21st-century workplace has landed him on SIRIUS Radio, Comedy Central, and inside Exceptional People magazine. He’s an author, a nationally syndicated columnist, and the creator of Funny Dad Inc.—an blog about the “business” of parenting.

FBI AGENT

Cybersecurity and Dark Web Ransomware Expert The FBI is the lead federal agency for investigating cyber attacks and intrusions. They collect and share intelligence and engage with victims while working to unmask those committing malicious cyber activities, wherever they are.

Special thanks to the Newark FBI Citizens Academy Alumni Association Executive Director Edie Liguori for coordinating this special speaker.

pia.org | conferences@pia.org | (800) 424-4244

Professional 25 Chamberl PO Box 997 Glenmont, N

Instructors

JOHN FEAR,

SAM FRIEDMAN

KELLY DONAHUE-PIRO

Sam Friedman is the insurance research leader at the Deloitte Center for Financial Services in New York, where he conducts quantitative analyses to examine major challenges facing the insurance industry. His most recent work has spotlighted insurance innovation, InsurTech investments, privacy management, cyber risk and underwriting transformation.

Kelly Donahue-Piro is the founder and president of Agency Performance Partners.

She specializes in teaching insurance agencies how to be most effective by identifying sustainable improvement opportunities. Piro has worked with small businesses across the country to build and implement successful programs that help them boost revenue.

CISR, CPIA

John Fear has worked in the insurance industry for over 30 years, and has conducted hundreds of workshops and sales training sessions.

Those experiences have given him knowledge and insight into real-life solutions that improve sales and maximize operational efficiencies for agencies.

KATHERINE HOWINGTON,

STEVE LYON,

NICK LUCZYSZYN

CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

CFM, ANFI, CPIA

Katherine Howington, has spent the past 15 years training insurance agents how to discuss flooding with their clients. Howington has extensive background in flood plain management, and understands the local impact that construction and development can have on increasing flood risk to a property.

Nick Luczyszyn, owner of Amplify OSM, specializes in teaching sales professionals how to leverage themselves on social media to hit their goals. He believes that LinkedIn is the best platform to help grow a business and has trained professionals on LinkedIn across the U.S., Canada, Latin America, Europe and Asia.

BETH MARKOWSKI-ROOP

CHARLES PYFROM

Beth Markowski-Roop specializes in disaster restoration. She has led a variety of workshops and seminars, and has served as a featured guest at numerous conventions in the disaster restoration, financial services, home improvement and construction, and media industries over the last 20 years.

PASHA STERNBERG Pasha Sternberg is an associate in the Tech Transactions & Data Privacy practice. He specializes in teaching the ever-changing domestic and international privacy and cyber security regulations. Sternberg uses his experience to assist clients in effectively conducting data mapping, and implementing cyber security policies.

Charles Pyfrom is the chief marketing officer at CannGen Insurance Services. He oversees all carrier/broker relations, program development and direction, and long-term underwriting strategies. Also, Pyfrom spent five years as the vice president of program management at a privately held program carrier, and four years with Farmers Insurance Group.

Steve Lyon has more than 35 years of agencymanagement experience owning, operating and managing an independent insurance agency. He uses his experience to conduct more than 150 insurance-related classes each year for agencies and companies throughout the U.S.

GARY SLAVIN,

CLTC, LUTCF, CIC

Gary Slavin, has more than 30 years of experience in the insurance industry and ranks amongst MassMutual’s top advisors.

Slavin works with individuals, business owners, professionals and nonprofit organizations, and helps them explore financial strategies and vehicles available to fit their unique needs.

CATHY TRISCHAN,

CPCU, CIC, CRM, AU, ARM, AAI, CRIS, MLIS, TRIP Catherine Trischan has worked in the insurance industry for over 30 years, and provides education and consulting services to other agents, brokers and insurance companies.

Those experiences have given her a deep level of dedication and a strong working relationship with her associates in the industry.

AND MORE TO COME ...

pia.org | conferences@pia.org | (800) 424-4244

Professional Insura 25 Chamberlain St. PO Box 997 Glenmont, NY 1207

Education classes The following classes have been submitted for continuing-education credits. The class recordings will be available to you for the entire year.

Replayed recordings are NOT approved for CE credit, E&O loss prevention credit, or certification.

Monday, June 7 | 1 - 4 p.m.

Business Income and the Pandemic Cathy Trischan, CPCU, CIC, CRM, AU, ARM, AAI, CRIS, MLIS, TRIP Sponsored by: NLC Insurance Cos. CE credits: Conn.—3 PC; N.H.—3 Gen Ins PROD; N.J.—3 GEN; N.Y.—3 BR, C3, PA, PC; Pa.—3 GEN; Vt.—3 GEN.

Businesses world-wide have felt the effect of the COVID-19 pandemic and have looked to their business income coverage for relief. We will explore the coverage issues involved— discuss what business income coverage intends to do and how the cause-of-loss exclusions may come into play. We will examine what courts across the country are saying in response to the numerous lawsuits that have been filed. We will look at the government response and actions taken at the state and federal level. Lastly, we will discuss where we are going as our industry reacts to COVID-19.

Tuesday, June 8 | 10 – 11 a.m.

Protecting Your Clients’ Life while Complying with Reg. 187 Gary Slavin, CLTC, CIC CE credits: Conn.—1 PC; N.H.—1 Gen Ins PROD; N.J.— 1 GEN; N.Y.—1 BR, C3, PA, PC; Pa.—1 GEN; Vt.—1 GEN.

This class will explain how to comply with Reg. 187, and how to make a recommendation on life insurance that is in the best interest of your clients and help protect their income. It will cover the reasons behind Reg. 187, exceptions to it, as well as the education needed to comply with the regulation. Finally, it will cover how the New York State Department of Financial Services views compliance with the regulation.

Wednesday, June 9 | 9 a.m. - Noon

Insurance Trivia: Testing your Personal Lines & Commercial Lines Knowledge Steve Lyon, CPCU, CIC, CRM, AAI, ARM, AIS, CRIS Sponsored by: Excess Line Association of New York CE credits: Conn.—3 PC; N.H.—3 Gen Ins PROD; N.J.— 3 GEN; N.Y.—3 BR, C3, PA, PC; Pa.—3 GEN; Vt.—3 GEN.

Whether you work in personal or commercial lines, this class is for you. Test your working knowledge of the forms and endorsements you use every day. We will take a look at some of the most commonly used ISO forms and endorsements, and shed new light on coverages and exclusions that are often missed by many experienced insurance professionals. Real life claims situations also will be used to test your coverage knowledge to help us provide better advice and coverage recommendations to your clients. This fun environment makes for a great learning opportunity. Let’s see who’s the smartest person in the class!

Highlights ...

Thursday, June 10 | 10 a.m. - 1 p.m.

Dive into the NFIP - Basic Agent Training Course Katherine Howington, CFM, ANFI, CPIA

EARN UP TO 13 CE CREDITS

CE credits: Conn.— 3 Flood; N.H.—3 FEMA Flood; N.J.— Submitted for CE approval; N.Y.—3 BR, C3, PA, PC; Pa.—3 GEN; Vt.—3 Flood.

This class will give attendees an introduction to the National Flood Insurance Program. We will discuss the recent changes and updates to the program over the last five years as well as the standard flood insurance policy. We will talk about coverage that is offered, some of the limits and exclusions to the policy and various related certificates. The course will finish with an update on available resources for agents offering flood coverage.

Thursday, June 10 | 2 - 5 p.m.

Promises, Promises: Avoiding Verbal & Written E&O Issues^FF ^UN John Fear, CPIA, CISR Sponsored by: Utica National Insurance Group CE credits: Conn.—3 PC; N.H.—3 Gen Ins PROD; N.J.— Submitted for CE approval; N.Y.—3 BR, C1, C3, LA, LB, LSB, PA, PC; Pa.—3 GEN; Vt.—3 GEN.

Words matter. Regardless of the way they are conveyed–in print, electronically or verbally exchanged in conversations–the messages agents convey as “promises” may have E&O implications. This session will identify some common areas where these mistakes may appear and provide guidance on how to avoid possible errors-and-omissions claims. ^FF, ^UN - This course has been approved for E&O loss prevention credit by Utica National and Fireman’s Fund. Call the PIA E&O Department for details.

E&O ISSUES NATIONAL FLOOD INSURANCE PROGRAM PERSONAL LINES & COMMERCIAL LINES COMPLYING WITH REG. 187 BUSINESS INCOME COVERAGE

pia.org | conferences@pia.org | (800) 424-4244

Professional Insura 25 Chamberlain St. PO Box 997 Glenmont, NY 1207

Networking opportunities The following classes are an additional fee. Supplies will be mailed to each participant before the class. Must register no later than Friday, May 21, 2021.

Monday, June 7 | 4:15 – 5:15 pm

Networking Reception with Cocktail Mix & Mingle Additional Fee - $75 per person Mix and mingle with conference attendees while learning how to make two cocktails: Whiskey Business (Spiced Old Fashioned) and Personal Injury Punch (Paloma).

You’ll enjoy a premium cocktail event experience that includes the history and facts about each drink, and a step-by-step craft cocktail/tasting instruction led by a world-class bartender.

Prior to the event, all necessary tools and ingredients will be shipped to each participant. The package includes alcohol, juices, syrups, garnishes, and necessary tools (a spoon and measuring cup).

Tuesday, June 8 | 4 – 5 p.m.

Chocolate Lovers Tasting event with Chef Tova Additional Fee – $50 per person At the event, you’ll enjoy different samples of chocolate and learn the difference between European and American chocolate—including cool facts about how it’s made.

And, haven’t you wanted to know about the history of chocolate making?

Before the event, Deluxe Tasting Box will be shipped to each participant, which includes three full-size craft chocolate bars.

Additional Classes The following classes are NOT approved for continuing-education credits. The classes will be available to you for an entire year.

Tuesday June 8 | 9:15 – 10 a.m.

How Sustainability and Climate Risk Concerns May Reshape the Insurance Industry Sam Friedman, Deloitte Services LP Insurers are on the hot seat when it comes to climate risk. They already serve as financial first responders when disaster strikes. But stakeholders (lawmakers, rating agencies, etc.) want insurers to be more proactive. Attend this class to learn how insurers might respond to these calls for environmental action, and how agents and brokers can play a key role.

Tuesday June 8 | 2:30 – 3:30 p.m.

What Evil Lurks In Your Inbox?

A Cyber Risk Panel Discussion

Joe Yetto - TAG Solutions; Tom Casella - Utica Nat’l Loss Control; Attorney Pasha Sternberg from Polsinelli Law Firm; and Moderator - Bradford Lachut, Esq., PIA Northeast Government & Industry Affairs Director Sponsored by: Utica National Insurance Group Learn more from our industry experts about what you can do to protect yourself and your business. PIA Northeast Government & Industry Affairs Director, Bradford Lachut, Esq. will moderate a panel discussion with Attorney Pasha Sternberg from Polsinelli PC; Joe Yetto, CEO of Tag Solutions; and Thomas Casella, JD, MBA, SCLA, Senior Risk Management Representative for Utica National Insurance Group. This panel will discuss the legal and practical issues surrounding a cyber breach and what you can do to protect your business.

Wednesday, June 9 | 10:30 – 11:30 a.m.

Hoarders–The Hidden Disorder Beth Markowski-Roop, ServiceMaster Restore Hoarding is a psychological disorder marked by an obsessive desire to acquire a significant amount of possessions. This mental disorder affects tens of millions of Americans and ranges in intensity and type. Whether you work with clients who are hoarders, have friends or loved ones who suffer from the disorder, or simply want to learn more about hoarding, this class will provide useful information. You’ll learn about this disorder, tips for interacting with hoarders, safety concerns, resources available, and have your questions answered.

Wednesday, June 9 | 1 – 2 p.m.

Cannabis: Debunking Myths and How to Target This Growing Industry Charles Pyfrom, CMO, CannGen Insurance Svcs.; Barbara Winsky, Russell Bond; Art Catapang, Budrisk

Even more classes ...

Virtual Selling Strategies that Maximize Your Opportunities How to Increase Your LinkedIn Social Selling Index Social Styles: Understanding Personalities to Improve Communications Are You Listening or Just Waiting to Speak?

Account Rounding on Inbound Calls

CannGen has been a first-mover, providing comprehensive insurance coverages for the cannabis, CBD and hemp industries nationwide. Additionally, CannGen is the first managing general underwriter focused exclusively on the legal cannabis industry. It has developed a broad suite of insurance solutions that will be instrumental for independent insurance agents and brokers. Take a seat with CannGen to learn more.

pia.org | conferences@pia.org | (800) 424-4244

Professional Insura 25 Chamberlain St. PO Box 997 Glenmont, NY 1207

Wellness Classes Wellness Coach

Nutritionist

Marcelle Abel Owner

Briana Bruinooge, RD, LDN Certified Personal Trainer

Marcelle Abel Wellness: www.marcelleabelwellness.com

Nutrition in Motion LLC: www.nimrd.com

Join a talk on how stress negatively affects our health, and how to improve health through better stress response. Learn tips and techniques to help you work from the inside out and step into each day with confidence and enthusiasm for life!

MARCELLE ABEL

VEToga

Discuss nutrition tips on how to boost energy, mood and prevent chronic diseases like diabetes and heart disease. Learn fun, quick and delicious recipes that will become your go-to meals when you’re on the run.

BRIANA BRUINOOGE, RD, LDN, CPT

Yoga Instruction

Dillon Behr Army Special Forces Veteran

Kristin Harris, President & Founder

VEToga www.vetoga.org Dillon Behr is a U.S. Army Special Forces veteran who was severely wounded in combat. Listen to Behr describe his journey after recovery, how he helps other wounded veterans embrace exercise again, and how he raises funds for VEToga, a nonprofit that provides yoga and meditation to veterans and their spouses, and helps them become certified instructors.

Seeds of Love Yoga: www.seedsofloveyoga.org Start your day off right by re-centering and finding new ways to stay positive and healthy.

Join us for a self-care virtual yoga class.

DILLON BEHR

This class is open to all skill levels. For yoga novices, an additional instructor will demonstrate modified poses.

KRISTIN HARRIS

And, you won’t want to miss out on: VIRTUAL EXHIBIT HALL Mingle and network with other insurance industry colleagues from all of PIA’s associations: PIANY, PIANJ, PIACT, PIANH and PIAVT; and learn about insurance products from all over the northeast.

INSURTECH DEMO PAVILION See demonstrations of the latest, most innovative insurance technology anywhere in the northeast—and, meet new people!

VIRTUAL PHOTO BOOTH Have fun taking photos—don’t forget a silly one!

NJYIP VIRTUAL FUN RUN The Annual Fun Run, a 37‑year tradition, continues with Fun Run 2021. To date, PIANJ and NJYIP have raised more than $3.9 million for SONJ. Run, jog or walk between May 28-June 11, 2021 and help make this the best one yet. Sign up today!

Pricing EARLY-BIRD FEE (ENDS MAY 7)

Additional Class Fee

Members: 1st person - $149 Each additional person from same agency/company - $99*

Prior to the event, all necessary tools and ingredients will be shipped to each participant. Must register no later than Friday, May 21, 2021.

Non-members: $299 per person

Monday, June 7 | 4:15 – 5:15 pm Networking Reception with Cocktail Mix & Mingle Additional Fee - $75 per person

REGULAR FEE (MAY 8– JUNE 4) Members: 1st person - $199 Each additional person from same agency/company - $149* Non-members: $299 per person *The first member from an agency that registers will receive a discount code in their confirmation email that can be used for each additional person from the same agency/company.

Tuesday, June 8 | 4 – 5 p.m.

Chocolate Lovers Tasting Event with Chef Tova Additional Fee– $50 per person

Register today: www.pia.org pia.org | conferences@pia.org | (800) 424-4244

Professional Insura 25 Chamberlain St. PO Box 997 Glenmont, NY 1207