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ABA Insurance Risk Management Annual Forum & Meetings
for the Financial Services Industry

February 7-10, 2010 • Naples Grand, Naples, FL

Register | 2010 Program | Sponsors

Planning for the 2010 program is underway! Click here to view the preliminary program.

Doing More With Less - How to Limit Exposure for Your Institution

As the financial services industry re-establishes itself following the worst crisis for decades, the pressure is on for all banks to limit their budgets while increasing efficiency. Litigators, regulators, CFOs and Boards aren't lowering their expectations or demands - so how can insurance risk managers anticipate exposures, optimize risk transfer, maximize spending, and improve efficiency?

ABA's Insurance Risk Management Forum offers a comprehensive educational program that will arm you with the tools to efficiently manage insurance risk in today's demanding climate.

The intensive three-day program includes:

  • Lessons learned from recent securities claims, contract claims, borrower class actions, employee class actions, bankruptcy-related, and other legal actions that have increased in scope and size.
     
  • Extended face time with industry experts and financial services and insurance executives to help identify new ways to deal with multiple pain points, such as market volatility, mortgage market meltdown/foreclosures, bankruptcies, nonperforming loans, capital contraction, higher litigation and insurance costs, new institutional risk profiles/pricing, stability of insurance carriers and emerging cyber risks.
     
  • Interactive sessions that provide benchmarking and immediate answers to your most pressing questions Gain new information, skills, best practices that will let you prove value to your bank at time where insurance risk management is key.

You're responsible for helping your institution insulate itself from risk as best you can through strong management, thorough assessment, and appropriate use of insurance instruments. Risk managers who can optimally allocate resources at this time will help ensure that their organizations not only survive, but eventually thrive as markets recover.

Why Should You Attend?

  • Mitigate exposure by learning the best coverages for your organization and identifying coverage gaps.
  • Discover and evaluate new insurance products and services to help you better manage risk, especially regarding the unique and significant compliance issues facing financial institutions
  • Identify new risks on the horizon – what do current forecasts mean to your bank? What do you need to know to address management's "what if" questions?
  • Save your bank money by meeting your brokers and underwriters in one convenient location.

Who Should Attend?

  • Risk Managers
  • Directors of Corporate Insurance
  • Treasurers/Controllers
  • CFOs
  • Legal counsel
  • Insurance consultants
  • Underwriters
  • Brokers
2010 Advisory Board Corporate Partners

Richard Straub
Conference Chairperson
VP, Corporate Insurance
JPMorgan Chase Bank

Robert J. Brewer, Jr.
Vice President
First Niagara Financial Group, Inc.

Carmelo Casella
VP, Corporate Insurance
Bank of New York Mellon

Linda Collins, ARM, AIS
Assistant Vice President, Insurance Operations Officer
FirstMerit Bank

Patricia Dennis
VP, Corporate Insurance
Zions Bancorporation

Annette Hopkins
Vice President
State Street Corporation

Frank Lagerstedt
Executive Director
Morgan Stanley

William McAllister
VP, Manager, Insurance Risk
PNC Financial Services Group

Roberta Nebel
Director, Insurance Risk Management
Barclays Capital

Stephen Troiano
Vice President
ACE USA

Michael O'Connell
Managing Director
Aon

Brian Benjamin
President of FI Group
AIU Holdings

John Kerns
Managing Director
Beecher Carlson

Timothy Buckley
Senior Vice President
Chubb Group

John Frawley, Jr
President, CEO
FirstCity, Inc

Anne K. Anderson
Managing Director
Integro, Ltd.

Tim Wolcott
Managing Director
Marsh Inc

Kristin C. Roger, RPLU
Travelers Bond & Financial Products

John Bayeux
Executive VP
Willis

Christopher Taylor
President
Zurich North America Financial Enterprise

2010 Continuing Education Credits
The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  The ABA Insurance Risk Management Forum has been approved for 2.50 CFSSP, 5.00 CRCM credits.  This statement should not be viewed as an endorsement of this program or its sponsor.

Questions about the Forum? Please contact Marisa Broka.
Questions about sponsorship opportunities? Please contact Krista Donlon.

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