July 30 – August 2, 2013The Ritz Carlton Bachelor GulchAvon, Colorado

Risk. Reinsurance. Human Resources. Empower Results®

18th

Aon Risk Pooling Symposium 2013

Blazing a TrailThe new frontier of risk

Aon Risk Solutions’ Risk Pooling Practice invites you to attend our biennial Risk Retention Pooling Symposium July 30 through August 2, 2013. This year marks the 18th Symposium we have hosted, bringing together a variety of professionals who serve pools, risk retention groups, and association insurance programs.

Our Symposium delivers timely information and entertaining sessions on topics important to your business. The subjects we cover provide board members, executives and staff the insight they need to drive management strategies, and embrace industry concepts and technological opportunities.

Leading speakers in the industry will present on issues such as navigating the political process, marketing to grow membership, catastrophe management for pools and much more.

We look forward to seeing you in Colorado.

Sincerely,

Craig Bowlus, ARM Steven P. Kahn, CPCU, ARMManaging Director Managing Director

Tuesday, July 30, 2013

2:00 — 5:30 PM Registration

6:00 — 8:00 PM Welcome Reception Sponsored by AIG

Wednesday, July 31, 2013

7:30 — 8:00 AM Breakfast

8:00 — 11:30 AM Pre-Conference Tutorial — Financial Boot Camp: How to Sharpen Your Skills Mujtaba Datoo, ACAS, MAAA, FCA, Actuarial Practice Leader – Public Entities, Aon Global Risk Consulting Mike Mischkot, MBA, Chief Financial Officer, City County Insurance Services Tracy Fleck, ACAS, MAAA, Consultant and Actuary, Aon Global Risk Consulting

Learn how to determine the financial solidity of your pool enabling you to make better strategic goals. This interactive tutorial will lay the foundation of how actuarial conclusions are derived and fed into the financial statement, how financial ratios are calculated, and how to interpret them.

11:30 AM — 1:00 PM Break: Lunch Sponsored by Aon Risk Pooling

1:00 — 2:00 PM Keynote Sponsored by Genesis

Schedule of Events

2:00 — 2:15 PM Break Sponsored by Aon Risk Pooling

2:15 — 3:30 PM State of the Insurance / Reinsurance Market: A Survival Guide Steve Hackenburg, Chief Broking Officer – National Casualty, Aon Risk Solutions Aaron Davis, Managing Director – US Property, Aon Risk Solutions Bradley E. Smith, Executive Managing Director, Aon Benfield

Insurers provide critical support to most risk pools. Yet, reliance on them can be challenging. This session will discuss the current state of the market, what to look for and what to avoid, the value of long-term relationships, and how to position your pool to obtain the best available terms.

3:30 — 3:45 PM Break Sponsored by ACE

3:45 — 5:00 PM Reinsurance, Solving the Pricing & Value Equation Mujtaba Datoo, ACAS, MAAA, FCA, Actuarial Practice Leader – Public Entities, Aon Global Risk Consulting Brian A Viscusi, FCAS, MAAA, Vice President, Senior Actuarial Manager – Specialty Markets, Munich Re America

This session will address how reinsurers price their coverage, how the pool actuary estimates the value to the pool, and why there is a difference between the two. Attendees will obtain a better understanding of reinsurance pricing and how to make better purchasing decisions.

3:45 — 5:00 PM How the Financial Crisis is Affecting Pools, and What to do About it Byrne Connolly, Esq., Board Counsel, Gibbons & Conley David J. Clovis, General Manager, California Joint Powers Risk Management Authority

Members of some pools are under extreme financial stress. This can result in less attention to loss control, member requests for premium reductions/surplus releases, member price shopping, member staff reductions, and other actions that may increase costs. This session will review the current landscape and how some pools are addressing these issues.

10:00 — 11:15 AM Owner Controlled Insurance Programs: Why & How Donna M. Allard-Flett, LIA, CIC, CRIS, Senior Vice President, Senior Account Executive, Aon Construction Services

Group Dr. Karla M. Rhay, Chief Administrative Officer, Southern California Schools Risk Management

Insurance costs can represent 3 to 5 percent of construction project costs. This session will describe why one pool implemented an OCIP and how to structure the OCIP for maximum control and financial benefit. Information will be provided on the design, structure, and resources needed for successful implementation.

10:00 — 11:15 AM Understanding the Healthcare Landscape and How Your Pool Can Help Brent Crane, Senior Vice President, Aon Hewitt Crystal V. Hover, CEBS, President and Chief Strategist, Kitchen Table Consulting

Public Sector employers face significant uncertainty regarding health benefits. This session will address the challenges confronting public sector employers and the value-added solutions risk pools can provide, including: advisory services, wellness, disease management, and pooled purchasing/risk sharing.

11:15 — 12:45 PM Lunch Sponsored by PMA Management Corp.

Featured Speaker Wolfgang Puck Sponsored by Munich Re

12:45 — 2:00 PM Pools and the Political Process Rick Ferguson, CPCU, ARe, Executive Director, Idaho Counties Risk Management Program Michael Kane, Attorney, Michael Kane & Associates, PLLC

Understanding and influencing perceptions of legislators, regulators, and state department heads about your pool requires relationships. Some pools actively work the legislative process through their league/association and others do not. This session will explore one pool’s lobbying strategy and experience.

Thursday, August 1, 2013

7:30 — 8:30 AM Breakfast Sponsored by Paradigm Outcomes

8:30 — 9:45 AM Catastrophe Losses - Preparing & Recovering Steve Rakeman, Director – Asset Valuations, Aon Global Risk Consulting Cliff Roberts, ARM, Natural Hazards Specialist – Global Technical Engineering Team, AIG Commercial Property

If forecasts are correct, significant weather-related catastrophic events will only grow in frequency and severity. Pools must prepare adequate response plans, well in advance. This session will address what pools must do prior to and following a catastrophic property loss to best serve its members.

8:30 — 9:45 AM Effective Marketing: What the Board Needs to Know Kathleen Delaney, Senior Vice President – US Marketing, Aon Risk Solutions Chris Krall, Deputy Executive Director, Colorado Intergovernmental Risk Sharing Agency Courtney Fagan, Marketing Representative, Colorado Intergovernmental Risk Sharing Agency

Pools need a coordinated plan that showcases their products and services, pricing strategy, geography and sales strategy. Recognizing that there are unique challenges in your individual markets, our panelists will present case studies and other real world examples of materials and initiatives that are driving growth and retention today.

9:45 — 10:00 AM Break Sponsored by Markel

2:00 — 2:15 PM Break Sponsored by Asset Works

2:15 — 3:30 PM Board Governance, Leadership in Uncertain Times Harold Pumford, Retired CEO, Association of Governmental Risk Pools

Pools and their members face major institutional/environmental risks that must be addressed. Pool governing boards must understand their core values, unique purpose, and member needs to confront these risks and successfully guide their pools. This session will address what boards must consider now to address these issues with success.

3:30 — 3:45 PM Break Sponsored by Aon Risk Pooling

3:45 — 5:00 PM Panel Discussion: Open Forum — Ask the Experts Steven Kahn, CPCU, ARM, Managing Director – Aon Risk Pooling, Aon Global Risk Consulting John C. Atherton, CPCU, Senior Vice President – Public Entity Manager, C.V. Starr & Company (California) Frank X. Altiere, III, President, PMA Management Corp. Nigel Wilson, Managing Director – Insurance Services, American Appraisal

Many factors are decreasing the amount of assistance that our local public entities can expect from Federal and state budgets. This has created both opportunities and hurdles for pools. Our panel will discuss the various issues impacting pool members from several perspectives. Discussions will include an open forum for Q&A.

6:00 — 9:00 PM Dinner Event Sponsored by C.V. Starr & Company

Thursday, August 1, 2013 (continued) Friday, August 2, 2013

8:00 — 9:00 AM Breakfast Sponsored by Healthcare Solutions

9:00 — 10:15 AM Managing Investments in an Era of Low Returns Daniel Smereck, Managing Director & Principal, Strategic Asset Alliance, Inc.

Many pools have substantial investment portfolios. They rely on investment income to offset member costs but fixed income return rates have decreased significantly. This session will explore the investment options open to many pools, opportunities to increase returns and how to evaluate the risk/reward tradeoff that must be considered.

10:15 — 10:30 AM Break Sponsored by Aon Risk Pooling

10:30 — 11:45 AM Rating Plans: What the Board Needs to Know Steven Kahn, CPCU, ARM, Managing Director – Aon Risk Pooling, Aon Global Risk Consulting

Many pools are reevaluating the structure of their rating plans to adopt insights gained from first-generation models, make use of accumulated data, utilize better rating variables, and to adapt to new information systems. This session will review what every rating plan should include and issues to analyze as you consider revisions.

Welcome to Avon, Colorado

Nestled in an exclusive enclave on Beaver Creek Mountain,

The Ritz Carlton, Bachelor Gulch embodies Rocky Mountain

luxury and the adventurous, pioneering spirit of the

American West. Relax at the Forbes Four Star-rated spa, dine

at Chef Wolfgang Puck’s flagship restaurant or enjoy a hike

in the refreshing Colorado mountain air and absorb the

breathtaking landscape of this luxurious mountain resort.

•   Travel + Leisure’s “T+L 500: The Best Hotels in the World,” #1 in Colorado in 2012

•   Condé Nast Traveler’s “World’s Best Places to Stay:  2012 Gold List”

While you’ll feel like you’re far away from the bustle of home you’ll enjoy the convenience of Beaver Creek

Mountain’s shopping, entertainment, and dining. You’ll also enjoy access to the Red Sky Golf Club, home to

Colorado’s highest-rated golf courses.

To view special attendee rates and book your stay, visit www.seeUthere.com/2013PoolingSymposium.

Thank you to our sponsors

Aon eSolutions

Registration Fees$750 per person

$195 per person Pre-conference Tutorial

Registration fees will be assessed on your hotel bill. If different arrangements are required please contact Nancy Ryan at nancy.ryan@aon.com / 312.381.2459.

Questions?Jose Peraltat +1.202.862.5361f +1.312.381.9406jose.peralta@aon.com

Register Online at www.seeUthere.com/2013PoolingSymposium

Refund Policy

Registration fees will be refunded for cancellation

requests by June 25th. Cancellations received between

June 25th and July 7th will receive a 50% refund. After

July 7th refunds will not be made. Please contact us to

arrange delegate substitutions.

Registration

Aon National Public Sector Practice1120 20th Street Suite 600Washington, DC 20036USA

tel +1.202.862.5361fax +1.312.381.9406

aon.com

© Aon plc, 2013. All rights reserved.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any way or by any means, including photocopying or recording, without the written permission of the copyright holder, application for which should be addressed to the copyright holder.

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