The Institutes CPCU Society Annual Meeting

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2017 The Institutes CPCU Society Annual Meeting September 16 19 Orlando, Florida Imagine Your Future Register today! Special savings for members Disney

Event Highlights 2,000+ insurance professionals from around the world $432 of savings for members 50+ expert speakers 30+ educational sessions In the of Walt Disney World Resort 5 educational tracks Leadership and Career Development Emerging Issues and Technology Claims, Underwriting and Other Insurance Operations Exposures and Coverages Ethics and Regulation 89 F average September temperature CE for CPCUs credits CELEBRATE the achievements and future success of over 2,000 CPCUs LEARN hands-on leadership skills and how to accelerate your career NETWORK with the industry leaders of today and tomorrow GROW your working knowledge of emerging trends and technologies Congratulatory Reception in Epcot Surround yourself with magic as we celebrate our newest CPCUs! Immediately following The Institutes Conferment Ceremony, join new designees and fellow CPCUs for cocktails, hors d oeuvres, music and entertainment at the famous Epcot park. 2

Schedule of Events: A High-Level View* Join the thousands of CPCU designees who return every year to learn about the latest industry trends and disruptors, develop leadership skills, and network. Friday, September 15 7:00 a.m. 7:00 p.m. Registration and Resource Center Open Volunteer leadership Committee and Task Force meetings to take place Saturday, September 16 6:30 a.m. 5:00 p.m. Registration and Resource Center Open 3:00 4:00 p.m. Doors Open for The Institutes Conferment Ceremony 4:00 5:30 p.m. The Institutes Conferment Ceremony 5:30 7:30 p.m. Congratulatory Reception in Epcot Volunteer leadership Committee and Task Force meetings to take place Sunday, September 17 6:30 a.m. 3:30 p.m. Registration and Resource Center Open 7:00 8:00 a.m. Breakfast 8:00 10:15 a.m. Concurrent Educational Sessions 10:30 11:30 a.m. Opening General Session 11:30 a.m. 12:30 p.m. Lunch 12:30 3:30 p.m. Concurrent Educational Sessions Monday, September 18 6:30 a.m. 3:30 p.m. Registration and Resource Center Open 7:00 8:00 a.m. Breakfast 7:30 11:30 a.m. Concurrent Educational Sessions 11:30 a.m. 12:30 p.m. Lunch 12:30 2:15 p.m. Concurrent Educational Sessions 2:30 3:30 p.m. General Session: Emerging Issues General Session Panel Tuesday, September 19 6:30 a.m. Noon Registration and Resource Center Open 7:00 8:00 a.m. Breakfast 8:00 11:30 a.m. Concurrent Educational Sessions 11:30 a.m. 12:30 p.m. Lunch 12:45 2:00 p.m. Closing General Session 2:00 3:30 p.m. Celebration of Diversity Reception *For detailed schedule information, go to Annual Meeting.CPCUSociety.org. The Institutes CPCU Conferment Ceremony Keynote Speaker J.R. Martinez is an American actor, author, speaker and veteran who, just one month after his deployment to Iraq, hit a roadside bomb and sustained severe burns to over 34 percent of his body. During his recovery, Martinez discovered the positive impact that sharing his story could have. He has since traveled the world, inspiring others. Martinez is best known for his role on All My Children, participation on Dancing With the Stars and New York Times best seller, Full of Heart: My Story of Survival, Strength and Spirit. Sponsored by State Farm Congratulatory Reception in Epcot Surround yourself with magic as we celebrate our newest CPCUs! Join new designees and fellow CPCUs for cocktails, hors d oeuvres, music and entertainment at the famous Epcot park. Kevin Mitnick, Hacker and Cyber Security Expert In this session, Mitnick will illustrate how hackers think and work through a live hacking demonstration. Be prepared to leave with newfound knowledge on online threats and risks you weren t even aware existed! 2017 Career Conversations Small-group career mentoring is back! These intimate networking sessions bring together new and experienced CPCUs for one-time, informal conversations about the industry and individual careers. Registration for both mentors and mentees will open in August. Closing General Session and Celebration of Diversity Reception: How Diversity and Inclusion Will Drive Next Generation Workplaces Embrace Our Differences. Inspire Others. Lead to the Future. Jennifer Brown is an award-winning entrepreneur and Fortune 500 consultant on changing demographics, including among women, people of color, LGBT individuals and members of multigenerations, as well as the role of male leaders in change efforts. Her keynote will inspire you to find your voice and be the driving force in creating a healthier, more productive workplace. After, join us for a closing celebration as we conclude the Annual Meeting with cocktails and hors d oeuvres. Co-sponsored by Erie Insurance, Travelers and USAA 3

Earn CE Credits Attending the CPCU Society Annual Meeting each year is the easiest and most exciting way to complete your CE for CPCUs requirements! Seventeen CE for CPCUs credits will be automatically reported for 2017 Annual Meeting attendees. Plus, approximately twenty-two sessions will be filed for state licensing CE credit. Networking Opportunities Take part in a Career Conversation during lunch on Sunday and Monday. This popular networking session is a great way to meet new people in a small-group setting and discuss career growth. Stop by the New Designee Open House to enjoy games and entertainment, meeting CPCU Society volunteer leaders and learn how to get more involved in the CPCU Society. Catch up with colleagues during our complimentary breakfasts, lunches and refreshment breaks throughout the course of the meeting. Power up and check in with the office in our complimentary Relax and Recharge Wi-Fi Lounge. In Your Pocket: The 2017 Annual Meeting App! The free CPCU Society Annual Meeting mobile app lets you connect with other attendees and navigate the event with ease! Build your personal schedule, post discussions before and during the meeting, organize chapter and interest group meet-ups, download session information and slides, receive on-site updates by push notification, view interactive maps, and more all from either your mobile device or desktop! Coming in August The 2017 Annual Meeting mobile app will launch approximately one month prior to the start of the event. Register for the Annual Meeting today by going to AnnualMeeting.CPCUSociety.org and remember that only CPCU Society members can save up to $432 on Annual Meeting registration! Connect and share your experience with thousands of professionals using on Twitter and in The Institutes Community. 4

2017 Themes and Topics The Institutes CPCU Society Annual Meeting offers cutting-edge technical and leadership sessions to help you develop your professional network and lay the foundation for a successful career. Here are some of the themes and sessions you will find at the 2017 event: Grow your career by improving leadership skills Generation Vexed: Busting Workplace Demographics Myths Enhance Your Personal Brand Navigating Office Politics Gain updates on cutting-edge technology Emerging Technologies: Changing the Face of Risk How the Blockchain Will Revolutionize Insurance Vehicle Safety and Advances in Automotive Technology Stay informed about evolving industry trends Ten Habits of Highly Effective Claims Adjusters: Handling Coverage Issues The Insurer s Duty to Make Reasonable Settlement Decisions Increasing the Adoption of Data Analytics in Core Insurance Functions Acquire new knowledge and skills relevant to your professional interests GAME ON! Test Your Insurance Regulatory Knowledge Ethics: It s a Hard World After All For a complete list of session topics, visit AnnualMeeting.CPCUSociety.org. Disney 5

See what attendees of The Institutes CPCU Society 2016 Annual Meeting had to say: Morgan Brigman (@mcb012): First day sessions are awesome! Love seeing all these fellow CPCU ers getting their learn on! Venom Patton (@VenomPatton): Excited about my mentor session starting in a few minutes. Leading Through Team Empowerment! Helen Fesser (@Helen Fesser): It s conferment time. The moment when all that hard work pays off! Gretchen Wilkerson (@GVWilkerson): Learning is a lifelong endeavor! Jill McCook (@jill_mccook): Attending the CPCU seminar, The Underwriter of the Future. Great career opportunities! Get the latest information before, during and after the Annual Meeting! CPCU Society facebook.com/cpcusociety @CPCUSociety #CPCU17 The Institutes TheInstitutesCommunity.org linkedin.com/company/the-institutes @The_Institutes #CPCU17 6

Members Get the Most The Institutes CPCU Society is a professional community of more than 20,000 members that fosters continual knowledge and career growth for individuals in the insurance and risk management field. As a member of the CPCU Society, you can: Save up to $432 on Annual Meeting registration through special membership pricing* Gain cutting-edge knowledge through our online learning portal, The Institutes CPCU Society Knowledge Center Earn automatically reported CE for CPCUs credits by attending complimentary live webinars and watch over 100 more on demand Become a leader by mentoring a new designee or taking a volunteer leadership position in one of the CPCU Society s many chapters, committees and interest groups Keep up to date on emerging trends with a complimentary subscription to Insights, the CPCU Society s professional journal Enjoy 25% off all study materials and 35% off all online CEU state CE courses from The Institutes Network and share knowledge at year-round local, regional and Society-wide events Need help getting employer support for membership dues? Do Your Research Create a list of CPCU Society resources and make note of how they can benefit you and your company. Determine How You Can Add Value Brainstorm different ways you can apply the new skills, knowledge and strategies you ll learn. For example, you could share information gained from The Knowledge Center. Compile a case for cutting down on costs and increasing ROI CPCU Society members receive a variety of discounts as part of their membership, including: $432 off registration for the 2017 Annual Meeting 25% off all study materials and 35% off all online CEU state CE courses from The Institutes Waiver of $189 CE for CPCUs reporting fee Talk with your supervisor and/or HR representative Download our sample letter and employer support benefits flyer at CPCUSociety.org/membership/faqs. Think about the future Let your employer know that you are serious about maintaining your professional development by discussing your plans for future years. If you are a new designee, you can become a member for half the cost of full membership only $100 plus half the price of your local chapter dues for the remainder of your Conferment year. Local dues vary by chapter. * Please note that your membership payment may take up to 48 hours to process before you can take advantage of the 2017 CPCU Society Annual Meeting membership pricing. 7

Sponsors Thank you to our sponsors for their valuable support and commitment to the industry and its future leaders! Millennium Information Services, Inc. To learn about sponsorship opportunities, visit CPCUSociety.org/education-events/annual-meeting/sponsorship-opportunities CPCUSociety.org 2017, The Society of Chartered Property and Casualty Underwriters. CPCU is a registered trademark of The Institutes. All rights reserved.