Marcus Payne Advanced E&S

November 7-10, 2021 • St. Louis, MO
For E&S professionals with multiple years of surplus lines industry experience

About the Program

WSIA's Marcus Payne Advanced E&S curriculum consists of wholesale distribution issues and best practices, industry regulatory issues, marketing, the claims process, and the reinsurance impact upon the  wholesale, specialty and surplus lines industry from top industry professionals who bring years of experience and expertise. Participants will look at current industry issues and trends and learn comprehensive information to apply immediately to strengthen any business. Networking and interacting with peers is also a valuable component of this program.

Wholesale, specialty and surplus lines industry executives serve as instructors, and the program includes a variety of self-directed learning tools such as study groups, case studies, student led presentations, panels and informal networking sessions. Marcus Payne Advanced E&S curriculum places a primary emphasis on hands-on learning.  Read more about Advanced E&S in the informational program brochure.

Watch a short video to learn more about Marcus Payne Advanced E&S and what past participants have to say about their experiences. 

Who Should Attend

The Marcus Payne Advanced program is designed for insurance professionals with multiple years of experience in the surplus lines industry. Past participants of WSIA's Excess & Surplus Lines program are strongly encouraged to attend. Completion of the WSIA Excess & Surplus Lines program is not a prerequisite.

Registration and Fees

• Registration for the 2021 Marcus Payne Advanced E&S opens in August 2021. If you would like to be placed on a waitlist for the 2021 program, click here.
• Registration cost is $1,450 per participant.
• Any questions regarding registration may be directed to Denise Marshall, denise@wsia.org. 

What Alumni Have to Say

Marcus Payne Advanced E&S Topics

• The Broker/Underwriter Relationship* - Discuss the dynamics in the placement of business between excess and surplus lines company underwriters and transactional brokers.
• Creating Surplus Lines Customer Value - Discuss the key elements of evaluating new appointments, and how to develop existing business relationships beyond account specific transactions between surplus lines brokers and carriers.
• The Devil’s in the Details* - Review standards and procedures to reduce errors and omissions exposures.
• Avoiding the Sting* - Recognize scams in the nonadmitted market and gain an overview of Stamping Offices with an update on key surplus lines regulatory issues. 
• Reinsurance and the Specialty Marketplace* - Learn about current issues, trends and the impact of reinsurance on the marketplace.
• Conquering Financial Statements* - Review key financial metrics for brokers and carriers, overall surplus lines industry financial results, and tips to understand financial information.
• The Claims Experience* - Look at the surplus lines claims process, coverage and liability issues.

 * CE credits approved

2021 WSIA Continuing Education Credit Disclosure

The program is filed for Continuing Education credit in the following states:

Alabama Florida Massachusetts New York Virginia

Arizona Georgia Missouri Pennsylvania Washington

California Illinois North Carolina Tennessee Wisconsin

Colorado Maine New Jersey Texas

For states not listed, WSIA is happy to request CE in those specific states. Requests must be made in writing by registered attendees of the program no fewer than 60 days prior to start of the course. While WSIA cannot guarantee states outside of the above list will approve a course for CE in time for the program, 60 days is generally the time length for most states to complete the certification process.

2021 Executive Panel

The executive panelists for the 2021 program to be announced.

Schedule of Events

A tentative schedule for the 2021 program is below. Events are scheduled in Central Time (CT). Details to be announced soon.

Sunday, November 7
3:30 p.m. - 4:45 p.m.	Registration & Room Check-In
	Hilton Hotel Lobby
5:30 - 6:15 p.m.	Opening Reception
	Lobby - E.P. Newman Center
6:15 - 7:30 p.m.	Dinner
	Great Room B - E.P. Newman Center
7:30 - 8:30 p.m.	Opening Comments and Introductions
	Great Room B - E.P. Newman Center
8:30 - 9:15 p.m.	Hospitality
	Lobby - E.P. Newman Center
Monday, November 8
7:00 - 7:55 a.m.	Breakfast Buffet
	Great Room B - E.P. Newman Center
8:00 - 10:00 a.m.	The Broker/Underwriter Relationship Pt. 1
	Presented by Wendy Houser
	Seminar Room B - E.P. Newman Center
10:00 - 10:05 a.m.	Break
10:05 - 11:40 a.m.	The Broker/Underwriter Relationship Pt. 2
	Creating Surplus Lines Customer Value
	Presented by Wendy Houser and Jacey Norberg
	Seminar Room B - E.P. Newman Center
11:40 a.m. - 12:00 p.m.	The Broker/Underwriter Relationship Q&A
	Presented by Wendy Houser and Jacey Norberg
	Seminar Room B - E.P. Newman Center
12:00 - 12:05 p.m.	Group Photo
	Lobby - E.P. Newman Center
12:05 - 12:55 p.m.	Luncheon Buffet
	Great Room B - E.P. Newman Center
1:00 - 3:00 p.m.	The Devil's in the Details
	Presented by Andrew Forstenzer
	Seminar Room B - E.P. Newman Center
3:00 - 3:15 p.m.	Break
3:15 - 5:15 p.m.	Avoiding the Sting
	Presented by TBD
	Seminar Room B - E.P. Newman Center
6:30 - 8:00 p.m.	Drinks & Casual Dinner (off-property)
	Tom's Bar and Grill
Tuesday, November 9
7:00 - 7:55 a.m.	Breakfast Buffet
	Great Room B - E.P. Newman Center
8:00 - 10:00 a.m.	Reinsurance in the Specialty Marketplace
	Presented by Steve Eilers
	Seminar Room B - E.P. Newman Center
10:00 - 10:15 a.m.	Break
10:15 a.m. - 12:15 p.m.	Conquering Financial Statements
	Presented by Lee Sjostrom
	Seminar Room B - E.P. Newman Center
12:15 - 1:00 p.m.	Luncheon Buffet
	Great Room B - E.P. Newman Center
1:00 - 3:15 p.m.	The Claims Experience
	Presented by Steve Kelly
	Seminar Room B - E.P. Newman Center
3:15 - 3:30 p.m.	Break
3:30 - 5:00 p.m.	Executive Panel
	Panelists TBD Mike Miller, Ategrity Specialty Insurance Company, Moderator Seminar Room B - E.P. Newman Center
5:15 - 7:30 p.m.	Reception & Heavy Hors d'oeuvres with Executive Panel
	Lobby - E.P. Newman Center
Wednesday, November 10
7:00 - 7:55 a.m.	Breakfast Buffet
	Great Room B - E.P. Newman Center
8:00 - 10:45 a.m.	Liverpool Case Study
	Presented by Mike Miller
	Seminar Room B - E.P. Newman Center
10:45 - 11:00 a.m.	Final Evaluations, Certificate Presentation & Departure
	Seminar Room B - E.P. Newman Center

Marcus Payne Advanced E&S Cancellation Policy

• Registrants can receive a full refund, less a $50 fee for processing, if the request is made by September 27. 
• Registrants can receive a 50% refund between September 28 and October 11.
• No refund is offered after October 11.
• Should you cancel after September 27, you will have a limited time opportunity to substitute someone else at your firm as an alternative to the above refund policy.
• All cancellation requests must be made in writing to Denise Marshall, denise@wsia.org.