Meeting Agenda

Wednesday, September 18th

1:00 p.m. – 1:15 p.m.   President’s Welcome And Sponsorship Recognition

1:15 p.m. – 2:00 p.m.   Robotics Process Automation In Claims- Presenter: Lee Vela, CUNA Mutual

2:00 p.m. – 2:30 p.m.  Debt Protection Update- Presenter: Elaine Pelletier, The Plateau Group

2:30 p.m. – 2:45 p.m.   Break

2:45 p.m. – 3:00 p.m.   Atlanta History Center, Emily Cobb, Outreach Programs Manager

3:00 p.m. – 4:00 p.m.  Vendor Panel-Panelists: Mark Staley, President, Conmar; Donna Bahnfleth, Director, Client Services, Xybernet; Kent Barchers, Associate Actuary, Hause Actuarial; Moderator: Julie Gardner, Senior VP, Risk Management and Sales Support, SWBC

4:00 p.m. – 5:30 p.m.  Free Time

5:30 p.m. – 7:00 p.m.  Welcome Reception

700 p.m. –                      Dinner on your own

Thursday, September 19th

7:30 a.m. – 8:30 a.m.   Breakfast on your own

8:30 a.m. – 8:45 a.m.  President’s Announcements and Sponsorship Recognition

8:45 a.m. – 9:45 a.m.  National Updates: CFPB Panel, Moderator: John Euwema, Vice President, Legislative and Regulatory Counsel, CCIA & Beth Kastigar, Lead Counsel, Regulatory Affairs, Assurant, Inc.

9:45 a.m. – 10:00 a.m.   Break

10:00 a.m. – 10:45 a.m.  Medical Topic-Medical Marijuana- Presenter: Dr. Gina Guzman, Chief Medical Director, Munich Re

10:45 a.m. – 11:30 a.m.  Credit Insurance Overview – Chris Hause, President, Hause Actuarial

11:30 a.m. – 1:00 p.m.   Lunch on your own

1:00 p.m. – 1:30 p.m.  Customer Service Or Customer Experience: What’s The Difference?-Presenter: Kathy Schmidt, Manager, Financial Institution Group Claims, Securian Casualty

1:30 p.m. – 2:15 p.m.  Pitfalls To Avoid In Retirement Planning- Presenter: Robert Fezza and Anne Simpson, Odyssey Personal Financial Advisors

2:15 p.m. – 3:00 p.m.  Business Meeting- Credit Insurers Association Board Elections (one representative from each company)

3:00 p.m. – 5:30 p.m.  Free Time

5:30 p.m. – 7:00 p.m.  Reception

7:00 p.m. – 9:00 p.m.   Dinner and Trivia

Friday, September 20th

7:00 a.m. – 8:00 a.m.   Breakfast Provided by the Credit Insurers Association

8:00 a.m. – 8:10 a.m.   General Session Convenes- Announcements

8:10 a.m. – 8:45 a.m.    GAP And Increasing Total Losses With Technology- Presenter: Lee Bowron, Kerper and Bowrun LLC

9:00 a.m.- 9:30 a.m.  Underwriting: Q & A Chat Session-Moderated by: Pekin Life Insurance Company: Connie Catterall, Administrative Manager, Financial Products

9:30 a.m. – 10:00 a.m.  Claims: Q & A Chat Session- Moderated by: Doris Davis, Vice President Claims, The Plateau Group and Anthony Cox, Manager, Securian Casualty

10:00 a.m. – 10:05 a.m.   Sponsorship Recognition

10:05 a.m.- 10:15 a.m.  Closing Announcements- Adjourn- 2 Grand Prize Drawings For $100 Gift Cards