U40 2018 Schedule and Session Details

Sunday, October 28

3:00 - 7:30 p.m. - Onsite Registration Open

6:30 - 7:30 p.m. - First Time Attendee Reception

If you are a first time attendee, please join us for Sunday evening's reception where you'll have an opportunity to mingle with your mentor, U40 Board members and WSIA committee liaisons. 

7:30 - 9:00 p.m. - Opening Reception (all attendees welcome)

Help us kick off the WSIA's U40 2018 Annual Meeting by joining us at Sunday's evening Opening Reception. Catch up with old friends, and network with new faces. 

Monday, October 29

8:00 - 11:00 a.m. - Breakfast Buffet

8:00 - 11:00 a.m. - Unleash the Leader Within


Presenter: Matt De La Cruz | The Winning Minds Group

Matt De La Cruz is the Founder and CEO of The Winning Minds Group, a John Maxwell Certified Coach, Teacher & Speaker and World-Renowned Leader in the Personal Development industry. Matt has studied and trained under some of the top trainers in the world including Zig Ziglar, Tom Hopkins, Tony Robbins and John C. Maxwell. He h as over 20 years of real life experience in sales and leadership. Matt has worked with a dynamic array of companies, small and large, many of those being Fortune 500.

As a member of the National Speakers Association, Matt has quickly risen to the top of the personal development industry. His passion lies with coaching people both personally and professionally on topics such as Attitude, Goal Setting, Work Life Balance, Sales and Leadership.

With his unique and awe-inspiring delivery style, powerful presence and his motivating and heart-felt message Matt has impacted and transformed the lives of hundreds of thousands of professionals helping them to achieve new levels of success.

Matt will be sure to INSPIRE you, will EQUIP you with the proper tools and EMPOWER you to reach your full potential. Turn your mint into a "Winning Mind" with Matt De La Cruz!

11:15 a.m. - 12:30 p.m. - Unleash the Leader Within Roundtable

Continue the empowering leadership dialogue and grow your personal development through constructive peer discussion.

12:30 - 1:15 p.m. - Lunch
1:30 - 4:30 p.m. - Customizing Coverage - General Liability Lessons Learned from Loss

Presenter: Kathy Suhm, CPCU, CIW, ASLI, AIC, AMIM, ARM | Nautilus Insurance Group

Kathy Suhm is the Vice President of Underwriting Training and Development for Nautilus Insurance Group. Kathy is responsible for strategic initiatives that support the training, mentoring, and career development of the internal underwriting staff and Nautilus' agency partners. Prior to her current role, Kathy managed the Underwriting Audit Department and was the Vice President of Brokerage Underwriting for Nautilus. 

Kathy has been in the insurance industry for over 25 years and, in addition to Nautilus, has worked for Chubb, Kemper and Travelers Insurance. The majority of her career has been spent with a variety of underwriting roles including senior underwriter, Underwriting Director and Underwriting Vice President. Kathy has managed both standard and surplus lines business. 

The accounts handled in the Excess & Surplus Lines market have a higher than average exposure to loss and may have unique attributes. In order to produce competitive and profitable quotes on this business, underwriters have to customize coverage. Understanding the intent and  proper usage of various General Liability limiting endorsements is critical. By reviewing lessons from loss and completing a range of case studies, we will reinforce coverage intent and proper form usage. 

The forms that will be discussed include:
Exclusion - Products Completed Operations Hazard (CG2104)
Exclusion - Designated Products (CG2133)
Exclusion - All Hazards in Connection with Designated Premises (CG2100)
Exclusion - Designated Work (CG2134)
Exclusion - Designated Ongoing Operations (CG2153)
Limitation of Coverage to Designated Premises, Project or Operations (CG2144)
Exclusion - Coverage C - Medical Payments (CG2135)
Exclusion - Designation Professional Services (CG2116)
Exclusion - Contractual Liability Limitation (CG2139)

5:30 - 6:30 p.m. - Welcome Reception
6:30 - 7:30 p.m. - Business Meeting/WSIA Presidential Address by Jacqueline M. Schaendorf

Don't miss this association update, where we'll introduce the location for the 2019 U40 International Summit and Annual Meeting. We will also hear some encouraging words from our current WSIA President. 

7:30 - 9:00 p.m. - Dinner

Tuesday, October 30

9:00 - 9:45 a.m. - Breakfast Buffet
10:00 a.m. - 1:00 p.m. - Build-a-Bike Team Activity

THIS IS A CHANGE FROM PREVIOUS YEARS. Instead of splitting everyone up on day two, we've arranged for some serious team-building and bonding.

The Build-A-Bike Team Building Program is a challenging philanthropic event where groups are divided into teams to solve the puzzle of building a bike! Each team will work together to determine and decipher what tools, resources and materials are necessary for assembling a child's bicycle. Teams will uncover the necessary resources step by step. Group challenges that require teams to earn a particular tool or set of directions will be interwoven into the program. Professional facilitators will assist with technicalities and provide clues when needed. The Build-A-Bike Team Building Program allows participants to strategize, work on communication skills, engage in team bonding and camaraderie, give back to the community and have tremendous fun!

1:00 - 2:30 p.m. - The Scoop

We want to hear from you! This is the opportunity to provide your feedback for the future!

2:30 - 4:00 p.m. - Roundtable

U40 encourages the exchange of educational and industry critical information among members, promotes professionalism and is an avenue for your insurance professionals to become more involved in the surplus lines community. Join us for a dynamic peer discussion on some emerging industry trends. 

4:00 - 5:00 p.m. - Agents and Brokers Lounge

Take advantage of this time to schedule some meetings, or catch up with your home office. 

6:00 - 10:00 p.m. - Networking Reception and Dinner at Gar Woods

Join us for an eventful evening at Gar Woods, overlooking scenic Lake Tahoe. Dinner and drinks are on us!

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