Design & Document Services and Office Services Conference Agenda. August 6 8, A WLSCC, Valencia Place Kansas City, Missouri

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1 Design & Document Services and Office Services Conference Agenda August 6 8, A WLSCC, Valencia Place Kansas City, Missouri L O C K T O N C O M P A N I E S

2 CONFERENCE AGENDA 2014 Wednesday, August 6 12:00 p.m. Welcome/Lunch Introduction Shirley McMillan, Kansas City 1:00 p.m. Looking Ahead Shirley McMillan, Kansas City What are we doing today? What are our competitors doing? Where is Lockton design and print production headed? How do we get to the next level? 1:30 p.m. Hiring the Right Candidate Mindy Sokolaski, Kansas City Behavioral Interviewing Amy Lee North, Kansas City 3:00 p.m. Break 3:15 p.m. 3:45 p.m. Benefit Employee Communication Thais Moore, Northeast Erin Albright, Kansas City Overview of Office Processes All Offices Overview of Templates Available In-house Printing Vendor Printing and Fulfillment 4:00 p.m. Print Production Client Deliverables All Offices Challenges/Opportunities Binding Options Equipment Print Operator Skillset Requirements 4:30 p.m. Depart for Evening Activity Fiorella s Jack Stack Barbecue 2

3 Thursday, August 7 8:30 a.m. Breakfast 9:00 a.m. 9:30 a.m. Building Tour Kansas City Team Adobe Digital Publishing Bret Chappel, Adobe 10:45 a.m. Break 11:00 a.m. 12:00 p.m. Cloud Review Pat Roberts, Kansas City Troy Sackett, Kansas City Lunch 1:00 p.m. Document Tracking SharePoint Program Overview Heidi Williams, Kansas City Nicole Mustain, Kansas City 1:30 p.m. ImageRight Overview Norine Culotta, Kansas City 2:00 p.m. ImageRight Mail Scanning and Distribution Houston Office Overview Alex Aguilar, Houston Renada Bedford, Kansas City Kansas City Office Overview 2:30 p.m. Obsolete Files Scan-on-Demand Solution Process Overview Amy Dolan, Imaging Office Systems FileBound Demo Ebony Brooks, Kansas City 3:00 p.m. Break 3:15 p.m. Office Services and Design & Document Services Partnership All Offices How do we collaborate today? Where should we consider collaborating? What do we do well? What can we do better? 4:15 p.m. Office Services Team Depart for KCI 4:45 p.m. DDS Associates Depart for Evening Activity Tomfooleries and the Plaza 3

Friday, August 8 9:00 a.m. Master File Review and Cleanup Master File Approval Process All Offices 10:00 a.m. Break 10:15 a.m. DDS Open Discussion Items 11:00 a.m. Conference Wrap-Up and Action Items All Offices 12:00 p.

4 Friday, August 8 9:00 a.m. Master File Review and Cleanup Master File Approval Process All Offices 10:00 a.m. Break 10:15 a.m. DDS Open Discussion Items 11:00 a.m. Conference Wrap-Up and Action Items All Offices 12:00 p.m. Lunch 1:00 p.m. Depart for KCI Attire Attire for the meetings Wednesday Friday is business casual. For all dinners, feel free to dress casually. Please bring a sweater or light jacket as meeting room and restaurant temperatures can vary. 4

5 Notes 5

6 SUMMIT STREET SUMMIT STREET JEFFERSON JEFFERSON Plaza Map and Legend new to the plaza 51 athleta, baldwin kc 1 fall chuy s, fall cooper s hawk Winery & restaurant, Eileen fisher, fall hot mama J. mclaughlin, potbelly sandwich shop, teavana vera bradley department stores 155 halls plaza WomEn s apparel / accessories 122 ann taylor ann taylor loft anthropologie athleta, bcbgmaxazria, bird sings cards & gifts chico s Eileen fisher, fall francesca s collections free people, gap body hot mama kate spade new york, michael kors, soft surroundings, st. John, talbots terrasi European collections 1, tulip 1, victoria s secret vera bradley, White house/black market TH STREET 48 TH STREET THE CAPITAL GRILLE 3 7 JEFFERSON NICHOLS ROAD 48 TH STREET CINEMARK BRIO 14 TUSCAN GRILLE ANTHROPOLOGIE PENNSYLVANIA 11 PENNSYLVANIA PENNSYLVANIA PLAZA III 47 TH STREET BURBERRY NICHOLS ROAD WEST 46 TH TERRA 40 H&M B B PLAZA VICTORIA S CUSTOMER SECRET SERVICE WILLIAMS-SONO B B men s apparel / accessories 9 Jack henry pinstripes men s & WomEn s apparel / accessories 53 a X armani Exchange, american apparel, american Eagle outfitters baldwin kc 1 fall banana republic burberry, cole haan, Eddie bauer Express gap h&m, J. crew J. mclaughlin, lucky brand Jeans, lululemon moosejaw, n. valentino 1, the north face, rally house kansas city standard style boutique 1 (913) tommy bahama, urban outfitters, XXi forever accessories / optical / luggage 146 brighton collectibles, the coach store kate spade new york, michael kors, milan optique 1, optical shop of aspen pandora sunglass hut tumi, vera bradley, shoes 59 aldo banana republic brighton collectibles, cole haan, E.g. geller, kate spade new york, michael kors, renner s boots, shoes & repair 1, sperry top-sider, standard style boutique 1 (913) the Walking co children s apparel / toys / recreation 43 baby gap game stop gap kids gymboree h&m, moosejaw, pottery barn kids rally house kansas city zoom toy store 1, gifts / specialty stores 56 apple the art of shaving, bare Escentuals barnes & noble booksellers bath & body Works beauty brands bird sings cards & gifts decori diebel s sportsmens gallery game stop kaplan s fabrics 1, kate spade new york, l occitane, lululemon mac cosmetics, moosejaw, the north face, paper source, rally house kansas city scandia home terrasi European collections 1, superlatives 1, sur la table, teavana three dog bakery 1, tiffany & co, Williams-sonoma home / art / antiques 16 anthropologie halls plaza pottery barn pottery barn kids restoration hardware, scandia home terrasi European collections 1, soft surroundings, superlatives 1, sur la table, urban outfitters, Williams-sonoma

CE MA BROADWAY BROADWAY BROADWAY WORNALL ROAD 117 116 115 98 100 101 99 109 110 111 118 fine JEWElry NICHOLS ROAD CENTRAL STREET TIFFANY & CO.

7 CE MA BROADWAY BROADWAY BROADWAY WORNALL ROAD fine JEWElry NICHOLS ROAD CENTRAL STREET TIFFANY & CO halls plaza helzberg diamonds pandora swirk Jewelry 1, tiffany & co, tivol, inc vinca fine Jewelry 1, personal / professional services 108 HOUSTON S WORNALL ROAD NICHOLS ROAD 110 the art of shaving, beauty brands clear Wireless country club nails 1, detail pro 1, highwoods public safety larissa s tailor shop 1, l Ecole culinaire, massage Envy parlor: a beauty bar 1, plaza customer service plaza gift cards plaza hair design 1, the plaza living center, inc plaza shoe shine 1, 131 renner s boots, shoes & repair 1, salon sophia 1, superlatives 1, swirk Jewelry 1, unity temple the ups store WYANDOTTE WEST 46 TH TERRACE 47 TH STREET EMANUEL CLEAVER II BLVD RESTORATION HARDWARE FOGO DE 136 CHÃO HALLS TH STREET WYANDOTTE XXI FOREVER restaurants JC NICHOLS PARKWAY JC NICHOLS PARKWAY 48 TH STREET 5 blanc burgers + bottles bo ling s chinese restaurant brio tuscan grille, buca di beppo, california pizza kitchen the capital grille, chaz-the raphael hotel, the cheesecake factory chuy s, fall classic cup café 1, the club at plaza iii 1, coal vines 1, cooper s hawk Winery & restaurant, fiorella s Jack stack barbecue firehouse subs fogo de chão, fred p. ott s the gallery at sheraton suites gram & dun 1, the granfalloon bar and grill 1, houston s restaurant, ingredient kona grill, mccormick & schmick s seafood, the melting pot, 931-mElt 165 m&s grill, noodles & company the oak room at the intercontinental o dowd s little dublin panera bread bakery café p.f. chang s china bistro, plaza iii, the steakhouse 1, potbelly sandwich shop, the raphael hotel restaurant 1, ruth s chris steakhouse, seasons 52, starker s restaurant 1, tomfooleries 1, zócalo mexican cuisine 1, specialty food & WinE 44 barnes and noble café the better cheddar cold stone creamery cupcake a la mode lattéland Espresso sips 102 lattéland Espresso natasha s mulberry & mott panache chocolatier 1, scooter s coffee & yogurt starbucks teavana topsy s popcorn shoppe financial institutions 6 bank of america (atm) commerce bank drive-thru (atm) commerce bank (atm) country club bank (atm) umb (atm) 4900 main, se of plaza theatres / EntErtainmEnt / carriages ambiance on the Water 1, cinemark theatre kansas city carriages 1, surrey s on the plaza 1, hotels 158 courtyard by marriott 4600 J.c. nichols pkwy Embassy suites 220 West 43rd st hampton inn & suites 46th & summit holiday inn at the plaza 45th & main the intercontinental hotel Ward parkway & Wornall kansas city marriott 45th & main the raphael hotel 1, Wornall & Ward parkway residence inn by marriott 46th terr. & broadway sheraton suites 770 West 47th southmoreland inn 1, 116 E. 46th st courtyards 1 penguin 4 neptune 2 mermaid 5 chandler 3 pomona 6 valencia miscellaneous public restrooms brush creek handicapped access parking garage access 1 kansas city original, Exclusive to the plaza all area codes are (816) unless noted otherwise. 7

8 Our Mission To be the worldwide value and service leader in insurance brokerage, employee benefits, and risk management Our Goal To be the best place to do business and to work Lockton, Inc. All rights reserved. Images 2014 Thinkstock. All rights reserved. s:\wp\master\lead information\ips conference\2014\agenda book.indd:kjs\ezt

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