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Convention 2010

PiA of Louisiana’s67th Annual Convention

July 17-20, 2010

Convention 2010

PIA of Louisiana • 67th Annual Convention

Thanks to Our2010 Convention Sponsors

2010 Exhibitors

1752 Club.....................................................Saturday Registration RefreshmentsAAA...............................................................Family Event DecorationsAccu Auto.....................................................Convention Program & Exhibitor RefreshmentsAffirmative Insurance Services...............Welcome Reception w/ ExhibitorsAgency Management Corporation.........General SponsorAmerican Strategic Insurance (ASI)......Family EventAmericas Insurance Company.................Monday Registration RefreshmentsAmTrust North American.......................Family Event Ark-La-Tex Underwriters.......................General SponsorAssurant Specialty PropertyFlood Program...........................................Name Badge Program & Spouses’ FlowersBankers Insurance Group.........................Dance Party EntertainmentBlue Cross Blue Shield of Louisiana.....General SponsorBurns & Wilcox, Ltd.................................General Session RefreshmentsCapital Premium Financing.................... Board of Directors’ LunchD & H Insurance Brokers.........................Past Presidents’ BrunchEMC Insurance Companies.....................Tuesday Morning CE Coffee BreakEncompass Insurance/Allstate Insurance......................................Exhibit Hall Brunch w/ DelegatesFidelity National Property &Casualty Insurance Group........................Registration PacketsFirst Premium Insurance Group............Fun Run & Volleyball TournamentForest Insurance Facilities.......................General SponsorGeoVera Specialty Insurance...................Annual BanquetHall-Wright General Agency..................General SponsorHanover Insurance Group........................Golf Beverage CartsHomeBuilders SIF......................................Sunday Registration Refreshments & Kids’ Program

HomeWise Insurance Company............. Monday Afternoon CE Coffee Break & Banquet Table DécorHull & Company of Louisiana................Tuesday Morning CE SeminarImperial Fire & Casualty Insurance Company....................................Hotel Keys & Welcome GiftsInterstate Insurance Underwriters........President’s ReceptionLane & Associates.......................................Banquet WineLCTA Workers’ Comp...............................Welcome Reception w/ ExhiborsLighthouse Property Insurance Corp....Sunday Afternoon CE SeminarLouisiana Construction& Industry Fund.........................................Board of Directors’ and YIPs Board MeetingsLouisiana Surplus Lines Association......Sunday Afternoon CE Coffee BreakLUBA Workers’ Comp..............................Opening ReceptionLWCC............................................................Annual Banquet McIntyre & Associates..............................General SponsorMercury Underwriters..............................Sunday Morning CE Coffee BreakNational AutomotiveInsurance Company....................................Dance PartyN-Surance Outlets......................................Welcome Reception w/ ExhibitorsNorth Central Agency, Inc.......................Annual BanquetPIA Services............................................ ...Annual Banquet EntertainmentPrime Rate Premium Finance Corp.......Welcome Reception w/ ExhibitorsProgressive..................................................YIPs Pool PartySafeco.............................................................General SponsorSouthern CasualtyInsurance Company................................... First Timers’ Reception & Monday Morning CE SeminarSouthern States General Agency............Golf Tournament LunchThe Gray Insurance Company................General SponsorThe Republic Group...................................Spouses’ SocialUnitrin Speciality........................................Monday Afternoon CE SemiarYoung Insurance Professionals...............General Session

1752 ClubAccess Insurance Company

Accu AutoAffirmative Insurance ServicesAmericas Insurance Company

Amerisafe, Inc.AmTrust North AmericaApplachian Underwriters

Applied SystemsAssurance America

Bankers Insurance GroupBroadway Premium Funding

Burns & Wilcox, Ltd.Capital Premium Financing

Casualty & Surety, Inc (CSI)Cci Computer Servies, Inc.

Emergency RestorationEnterprise Rent-A-Car

First Premium Insurance GroupForemost Insurance Group

The Hartford FloodHomeBuilders SIFHull & Company

Imperial Credit CorporationImperial Fire & Casualty

Lane & AssociatesLCTA Workers’ Comp

Louisiana Construction & Industry Fund

LWCCNational Automotive Insurance Co.

Netspend Payment SolutionsN-Surance Outlets, Inc.

Occidental Insurance of NCOmega One Insurance CompanyPeachtree Special Risk Brokers

Prime Rate Premium Finance Corp.Progressive

Safeway Insurance Company of LASoutheast Safety Association

The Timbermen FundYoung Insurance Professionals


PIA of Louisiana would like to welcome our new members since last year’s convention!

New Agency Members:A Insurance Depot of Louisiana

American Advantage Insurance Agency, LLCBeneficial Insurance Agency, Inc.

Boesch & Fricke Agency, LLCBrigitte Paul Kelso Insurance, LLC

Burns Vogel & AssociatesCamellia Insurance Agency LLC

Citizens Choice Insurance Agency, LLCCurtis & Robinson, LLC

Essential Financial Group, LLCFitzwilliam Insurance Services

Garcia Insurance ServicesGolden Star Insurance, LLC

Harry Robert Insurance Agency, Inc.Insurance Specialist of America, LLC

Lastrapes Insurance AgencyLe Blanc Insurance AgencyLori Spahr Insurance, Inc.

Millet Agency IncPlescia Insurance Agency

Quality Plus Insurance, Inc.

Shaver-Robichaux Insurance ServicesShawn Miller Insurance Agency

Swanson & Associates, Inc.Tharpe Family Insurance

The Woodlands Financial GroupTriton Insurance Group, LLC

Underwriting Associates of Louisiana, LLCVicky Magas Insurance Agency LLC

New Associate MembersAgency Management CorpCCiComputer Services, Inc.Christovich & Kearney, LLP

Fountain Group Adjusters, LLCGeoVera Specialty Insurance Company

Harvey Honoré Construction Company LLCLoCA

Regional Insurance Services Company, LLC (RISCom)Safeco Insurance

ServiceMaster of GNOServiceMaster Services

SERVPRO of Monroe/West Monroe

So You Think You Can Dance with the PIA Stars!

Put on your BOOGIE SHOES and DANCE on over for a festive night of Dinner and Dancing… Don’t Dance, Don’t Worry…. Audience participation

will help determine the winners.

Diner Buffet begins at 6 p.m. with some special performances; Dance Contests and open dancing start at 7 p.m..

Dance Contests: “Two Step” “Kids Dance” “Jitter Bug” “Line Dance Mix” “Free Style”

Open to everyone. Participate in as many as you want!

Finale:Our “Dance Evolution Contest” will be a Medley of songs spanning the

years. Do you have what it takes to compete???

Family Event, Monday, July 19th; 6 p.m. to 9 p.m. Grand Lagoon Room

Sponsored by: ASI and AmTrust North American


2010 SPOUSES’ PROGRAMCome move and groove with Lynn Prejeans’s daughters as they teaCh you the Latest in the worLd of danCe! we hoPe you wiLL join us for a fun-fiLLed

morning with friends, food and fanCy footstePs!

Monday, July 19, 20109:00-11:00 aM

SpaniSh MoSS aB

a ContinentaL breakfast, mimosas and bLoody marys wiLL be served! there wiLL aLso be giveaways and door Prizes!

thanks to our generous sPonsor

The Republic GRoup

A Very Special Thank You...… to our 2010 Member Services / Convention Committee Chair Barbara Roberts and to our Convention Chairman and Golf Tournament Chairman Dale Spaht for their time and effort so generously given to this year’s annual meeting.

PIA’s Member Services Committee has worked hard to make our convention one of the most excit-ing and enjoyable events for you and your family. Committee members and PIA staff will be on hand throughout the convention to assist you in any way possible.

Member Services/Convention Committee ChairmanBarbara RobertsWhite & Roberts Insurance Agency West Monroe, LA

Convention Chairman & Golf Tournament Chairman

Dale SpahtFife-Spaht-Carmouche Insurance

Gonzales, LA

2010 KEYSTONEC L U B M E M B E R S

The Young Insurance Professionals of Louisianawould like to thank this year’s Hospitality Suite Sponsors:


Accu Auto

Affirmative Insurance Services

American Strategic Insurance (ASI)

AmTrust North American

Assurant Specialty Property Flood Program

Bankers Insurance Group

Burns & Wilcox, Ltd.

Capital Premium Financing

Encompass Insurance/Allstate Insurance

Fidelity National Property & Casualty

First Premium Insurance Group, CMGA

GeoVera Specialty Insurance

Hanover Insurance Group

HomeBuilders SIF

HomeWise Insurance Company

Hull & Company of Louisiana

Imperial Fire & Casualty Insurance Company

Interstate Insurance Underwriters

Lane & Associates

LCTA Workers’ Comp

Lighthouse Property Insurance Corporation

Louisiana Construction & Industry Fund

LUBA Workers’ Comp

LWCC

National Automotive Insurance Company

North Central Agency, Inc.

N-Surance Outlets, Inc.

PIA Services

Prime Rate Premium Finance Corporation

Progressive

Southern Casualty Insurance Company

Southern States General Agency

The Republic Group

Unitrin Specialty

Young Insurance Professionals (YIPs)

1752 Club Accu Auto

Amerisafe, Inc. ASI

Bankers Insurance Group Casualty Insurance Consultants

Central Claims Chabert Insurance Agency

Cindy Norwood, Gresham & Associates, LA Emergency Restoration

Fidelity P&C Insurance Group First Premium Insurance Group

Forest Insurance Facilities GeoVera Specialty Insurance Company

Hall-Wright General Agency Hull & Company - New Orleans

John FaucheuxImperial Credit Corp Lane & Associates

Louisiana Construction & Industry FundLCTA Workers’ Comp

Lighthouse Property Insurance Corp.LoCALWCC

McIntyre & Associates, Inc.National Automotive Insurance Company

N-Surance Outlets, Inc. Occidental Fire & Casualty of North Carolina

Pelican General Agency PIA Acadiana Chapter

PIA Baton Rouge Chapter PIA New Orleans ChapterPIA Northshore Chapter

Rock Ruiz InsuranceSafeway Auto Insurance

Southeast Safety Association, Inc.Specialty Risk Associates, Inc.

Summit Consulting

2008-2009 Dale Spaht, Gonzales2007-2008 Hal Stiel, Franklin2006-2007 Dennis Cook, New Orleans2005-2006 Jared “Butsy” Martin, Lutcher2004-2005 William Mitchell, Denham Springs2003-2004 Brenda Case, CIC, Slidell2002-2003 Richie Clements, St. Bernard2001-2002 Daniel Gendusa, Covington2000-2001 Robert Page, Houma1999-2000 John Faucheux, Jr., CIC, LaPlace1998-99 Jay Pellegrini, Jr., CIC, Covington1997-98 Jesse Dupuy, CIC, CPIA, Lafayette1996-97 Larry Hudson, CPIA, Shreveport1995 Victor J. Lefeve, CPIA, CPCU, Baton Rouge1994 Albert Aparicio, Jr., CIC, CPIA, Metairie1993 Rose Mary DeLouise, Metairie1992 B.J. “Bud” Crick, CIC, Jena1991 Richard J. Autin, Gretna1990 J. Glenn Gremillion, CIC, Church Point1989 *W. Bryan Lumpkin, Lake Charles1988 Michael P. Grace, CPIA, Baton Rouge1987 Gene Guffey, Baton Rouge1986 Daniel J. Blum, Lafayette1985 *Clayton E. Shill, CPCU, AAI, Baton Rouge1984 Reuben M. Pieri, Gretna1983 Thomas E. Hudson, Baton Rouge1982 *James C. Herndon, CPIA, Metairie1981 John Z. Norris, CPCU, Baton Rouge1980 *Owen A. Gauthier, Baton Rouge1979 *J.B. Kingsmill, Jr., New Orleans

PIA OF LOUISIANA PAST PRESIDENTS

1752 CLUB PAST PRESIDENTS2008-2009 Madleyn Cohen2007-2008 Mary Lou Tindall2006-2007 Ronni Rodrigue-Walker2005-2006 Kevin Cole2004-2005 Vikki Wilder2003-2004 Janice Hopkins2002-2003 Lorna Deville2001-2002 Eddie Story2000-2001 Anthony Musso1999-2000 Eric Crousillac1998-1999 Richard Jenkins1997-1998 *James C. Herndon1996-1997 Sonya Moore1995-1996 John “Smitty” Smith1994-1995 Coleman N. Raleigh1993-1994 *George Ware1992-1993 Don Webb1991-1992 *John Gay1990-1991 Gary Knoepfler1989-1990 Mike Price1988-1989 Jeff Fields


1978 *C.J. Clement, New Orleans1977 *Robert L. Dutschke, Baton Rouge1976 William Gassie, II, CPIA, Baton Rouge1975 Richard A. Roberts, Baton Rouge1974 James D. Neilson, Jr., Alexandria1973 Albert S. Pappalardo, New Orleans1972 *William W. Gladney, Baton Rouge1971 *Stanley J. Brandon, New Orleans1970 *D.R. Coker, Monroe1968 Alfred G. Robichaux, Jr., Thibodaux1967 *J.M. Clancy, Shreveport1965 *Maurice M. Cable, New Orleans1964 *Allan H. Glatt, Lake Charles1963 *Oliver L. Braud, New Iberia1962 *J.W. Womack, Monroe1961 *John W. Enos, Marrero1960 Floyd S. Meaux, Lafayette1959 *Lester J. Bayhi, Metairie1958 *Daly Williams, Jennings1957 *Arthur G. Levy, New Orleans1955 *William S. Vincent, New Orleans1954 Keith D. Peterson, Shreveport1952 S.C. Fullilove, Jr., Shreveport1950 *A.B. Nicholas, Sr., New Orleans1949 *Lewell E. Breithaupt, Alexandria1948 *Pierre L. Thibault, Jr., New Orleans1947 *William B. Coleman, Lake Charles1946 *Richard M. Troy, Monroe1945 *John D. Musselwhite, Baton Rouge1943 *Aaron B. Dupuy, Sr., New Orleans* Deceased

1987-1988 *John Pritchett1986-1987 Edward I. Hobbs1985-1986 *Vernon Parish1984-1985 Rose Mary DeLouise1983-1984 Rose Mary DeLouise1982-1983 Bob Exner1981-1982 Russell Wilson, Jr.1980-1981 Abe Hebert1979-1980 Les Carter1978-1979 *Jesse Harrell1977-1978 *Ray Hippchen1976-1977 Ed Kemp1975-1976 Ralph Tompkins1974-1975 Ray McClelland1972-1973 Ray McClelland1971-1972 *Jesse Harrell1970-1971 W.C. Brunson1965-1966 Ralph Tompkins1964-1965 Gary Batten* Deceased


THANK YOU TO OUR PIA PARTNERS

Platinum LevelAccu-Auto

Progressive Insurance Company

Gold LevelImperial Fire & Casualty Insurance Company

LWCC

Rhodium LevelLane & Associates

Silver LevelAffirmative Insurance Services

Bankers Insurance GroupFirst Premium Insurance Group, Inc. CMGA

Bronze LevelAmerican Strategic Insurance (ASI)

LUBA Workers’ Comp

EDUCATION SESSIONSElevation is the Salvation from Inundation

TUESDAY, JULY 20 • 9:00 AM — NoonSPEAKER: JULIE PELLEGRINI, BANKERS INSURANCE

This flood course will provide a review of all Elevation Certificate information required for RCBAP vs. dwelling policies for unit owners. It will explain the difference in Diagram numbers and how to properly use the lowest floor guide and Condo section as a reference tool for proper rating. RCBAP rules, regulations and rating procedures will be discussed in depth.

JULIE PELLEGRINI is the current Louisiana Territory Manager for Bankers Insurance Company and has been working in the insurance industry for almost 25 years. While working for Northern Capital Insurance Com-pany in 2009, she created the Disaster Recovery Plan for the 2009-2010 calendar year. As the Claims Director for MacNeil Group, she was the principle CAT contact for LCPIC during Hurricanes Katrina, Rita, Gustav and Ike. She is the founder of the National Research Center Insurance Services (NIS) and developed a tracking system for flood zone determinations and insurance. Pellegrini is a certified Floodplain Manager and licensed All Line Insurance Adjuster in both Louisiana and Florida. She is a member of various associations, including the Association of State Floodplain Managers, Florida Floodplain Management Association, and Louisiana Floodplain Management Association, where she held the position of treasurer from 1994-2000. Pellegrini was awarded “Insurance Woman of the Year” by PIA of Louisiana in 1992.

*Continuing Education Note: All classes have been submitted for P/C or L/H credit pending approval from DOI.


EDUCATION SESSIONS


Dancing With Ethics: Steps to Making Ethical ChoicesMONDAY, JULY 19 • 1:00 —4:00 PM

SPEAKERS: JODY BOUDREAUx, CAE, CIC, CISR, EVP OF PIA OF LOUISIANA

We all have an image of our better selves…of how we are when we act ethically or are at “our best.” We also probably have an image of what an ethical business, government and society should be. Ethics really has to do with all these levels... acting ethically as individuals, creating ethical organizations and governments and making our society as a whole ethical in the way it treats everyone. This interactive seminar will provide the basis for defining ethics, determining what are ethical issues and a framework for ethical decision-making. Participants will not only learn about the five commonly accepted approaches to decision-mak-ing but they will be able to apply them as they examine case studies.

ALvIN J. JACKSoN is a very experienced insurance professional with more than 21 years in the Property and Casualty business. His varied expertise spans many areas including operations, Underwriting (personal lines and commercial), CAT Claims, Customer Call Centers, Accounts Receivable and Agency Licensing. He has managed large territories for large and mid-sized organizations. He has also worked with a number of Management operating Systems over the years. Alvin holds a bachelor’s degree in Sociology from Jackson State University with a minor in Psychology and a Masters Degree in Public Administration.

RoN EAToN has enjoyed an exceptional career in the property and casualty insurance business with significant assign-ments in insurance carrier, agency and third party administrator environments. His 35 years experience has included most aspects of insurance operations, accounting/finance, underwriting, claims, loss prevention and marketing, with the last 18 years in senior management positions. Prior to joining Citizens, Ron was vice President responsible for the Louisiana State Bar Association and Southeastern Bar Associations Malpractice Programs underwritten through CNA and administered by Gilsbar, Inc. Ron is a member of the New orleans Regional Leadership Institute, a past member of the Professional Liability Underwriting Society, with 25 years service has earned emeritus status with The Society of Certified Insurance Counselors, received his undergraduate degree in Business Administration (BS) from the University of Southern Mississippi, did post graduate study in Risk and Insurance Management at Louisiana State University and received his Masters of Arts (MA) in Education with a minor in Public Administration from the University of New Mexico.

JoDY M. BoUDREAUX has been with PIA of Louisiana since February of 1995. Before then she worked for the Louisiana Pharmacists Association. She received her Bachelor of Arts in Journalism from LSU in 1992 and after learning she loved working with non-profits went on to earn a Masters Degree in Public Administration in 1998. A licensed agent since 2001, Jody also received her CISR designation in 2005 and just recently received her CIC des-ignation this past May. Last year, she received her Certified Association Executive (CAE) designation. Jody is a past president of the National Society of PIA Executives and serves as a board member on PIA Services. She currently serves as a board member for the Louisiana Society of Association Executives (LSAE) and is a member of the American Society of Association Executives (ASAE). She also is a founding elder for River Church South in Darrow. She and her husband Britt currently reside in Prairieville.

Louisiana Citizens Property Insurance Corporation is a company in transition. The process and system improvements that began in 2008 are now producing tangible benefits to agents and policyholders. We look forward to introducing EPIC System Best Practices, Tips and Guidelines, and a First Notice of Loss that supports claim reporting in or out of your office.

Best EPIC Practices for Louisiana Property OwnersTUESDAY, JULY 20 • 8:00 — 9:00 AM

SPEAKER: ALVIN JACKSON, VP OF OPERATIONS;RONALD EATON, VP OF SERVICE PROVIDER MANAGEMENT, LOUISIANA CITIZENS

PIA Award WinnersInsurance Agent of the Year

2009 Hal Stiel2008 Dennis Cook2007 Jared “Butsy” Martin2006 William T. Mitchell2005 H. Dale Spaht2004 Charlie Williams2003 Barbara Roberts2002 Robert Page2001 Brenda Case2000 Richard A. Clements, CIC1999 Albert Aparicio, CIC, CPIA1998 Daniel J. Gendusa1997 Michael P. Grace, CPIA1996 Sherrill Martin Hedgepeth1995 John Faucheux, Jr., CIC1994 William Roberts, Jr., CIC1993 B.J. “Bud” Crick, CIC1992 Raymond Posecai, Jr., CPCU1990 Larry Hudson, CPIA1989 Henry L. “Kit” Marye1988 Nelson Orr, CIC1987 John Norris1986 Doug Broussard1985 Clarence LeNormand1984 John David Stewart1983 Dan Blum, CPIA1981 James C. Herndon

1752 Club Company Representativeof the Year

2009 Jim Osborne2008 Edwin “Lee” Mowe2007 Dwayne LeBlanc2006 Lorna Deville2005 Coleman Raleigh2004 Vikki Wilder2003 Dick Gibbs2002 Richard Soileau2001 Michael Lane2000 Eddie Story1999 Ed O’Brien1998 Sonya K. Moore, CIC, CPIA1997 Rose Mary DeLouise1996 Richard Jenkins, CIC1994 Terry Morgan, CIC1993 George Ware1992 A.P. Cunningham, Jr.1991 Gary Batten1990 Vernon Parish1988 Mike Price1987 John Pritchett1986 Ed Hobbs1985 Vernon Parish1984 Roger “Smitty” Smith

1752 Club Insurance Womanof the Year

2009 Brandi Lamonte2008 Dianna Sessums2007 Brenda Case2005 Mary Lou Tindall2004 Janice Hopkins2003 Madelyn Cohen2002 Rhonda Lobell 2001 Gladys Broussard2000 Cindy Moore1999 Kimberly Guidry-Theriot1998 Rose Mary DeLouise1997 Ronni Rodrigue-Walker1996 B.J. Baumy 1995 Cynthia Williams1994 Debbie Medus1993 Aline O’Neil1992 Julie Pellegrini Jenkins1991 Debbie Lummus1990 Angie Donze1989 Evelyn Brandon1988 Kathy Ellis1987 Kathy Smith & Nancy Williams1986 Peggy Slade Williamson1985 Angie Donze1984 Madonna Bourgeois

Associate Member of the Year2009 American Strategic Insurance (ASI)2008 Bankers Insurance Group2007 Michael C. Lane2006 Richard W. Jenkins, CIC2005 Wayne Forest, Jr.2004 Fielder Calhoun2003 Lorna Deville2002 Kevin Cole

Volunteer of the Year2009 Dawn Duhé2008 Duane Dimattia 2007 David Bulloch2006 Robert Page2005 Fred Chancellor2004 Richie Clements2003 M.B. Slocum

Chairman of the Year2002 Jared “Butsy” Martin, Membership2001 William T. “Bill” Mitchell, Governmental Affairs2000 Brenda Case, Company Relations1999 Robert Page, Governmental Affairs1998 Bruce Bulloch, AAI, CIC, Education Committee1997 Jay Pellegrini, Jr., CIC, Governmental Affairs1996 William J. Roberts, Jr., CIC, Technical Committee 1995 John Faucheux, Jr., CIC, Education Committee1994 Rose Mary DeLouise Convention Committee1993 Sherrill Martin Hedgepeth, Convention Golf Tournament1992 Jesse Dupuy, Education Committee1991 Victor Lefeve, Governmental Affairs1990 Rose Mary DeLouise, Convention Committee1989 Kit Marye, Education Committee1988 William Gassie, Long-Range Planning Comm. 1987 Kendal Thornton, Technology Committee1986 Tom Hudson, Long-Range Planning Comm. 1985 Frank Worthy, Service-to-Member Committee1984 John David Stewart, National Legislative Affairs1983 Dan Blum, CPIA, Membership Committee1981 Dan Blum, CPIA, Chapter Relations


Mark your calendars now!PIA of Louisiana’s 68th Annual Convention

July 16-19, 2010Bay Point Resort & Spa Panama City Beach, FL

Check us out at www.piaoflouisiana.com

2009 - 2010 PIA OF LOUISIANA OFFICERS


President-ElectDUANE A. DIMATTIA

DImAttIA INSURANCE AgENCyBAtON ROUgE, LA

PresidentBRIAN K. PREJEAN

ROD PREJEAN & ASSOCIAtESBRUSLy, LA

BRIAN K. PREJEAN is the president and principal of rod prejean & associates, inc. of brusly, louisiana. He has been a licensed agent since 1989. Brian is currently serving his second term with the pia of louisiana board of directors and is currently the president-elect. He is also a member of iiabl. He is a supporter of the pia national political action committee. He is a former chairman of pia of louisiana’s gov-ernmental affairs committee. He is a past pres-ident of pia of baton rouge and was named agent of the year in 2002. Brian is a former member of the brusly vol-unteer fire department and is still an honorary member of that department. He still assists on emergency and fire calls. He currently serves as, “the voice of the panthers” as an announcer for the brusly high panther football games. He was recently awarded the “distinguished ser-vice award” from the brusly high athletic de-partment. He is a member of the port allen knights of columbus chapter 2875. He is a regular supporter of st. Jude children’s hospi-tal and our lady of the lake children’s miracle network. Brian is married to the former madonna lynn nola of denham springs, and they have three beautiful dancing daughters, jordan, jil-lian, and jade. Brian is blessed to have both his father, c. Rod prejean, sr., And his mother, bev-erly prejean, working with him in the agency. Rod brought brian into the insurance business in 1985.

DUANE ANTHoNY DIMATTIA gradu-ated in 1991 with a Bachelors of Science in Finance from LSU. Shortly thereafter, Duane joined Dimattia Insurance Agency, which is lo-cated in Baton Rouge and has served the capi-tal city since 1972. Duane has been an active member in the industry serving on the Board of Directors for PIA of Baton Rouge Chapter from 2003-2006 and as President in 2005. He received the Agent of the Year award from the PIA Baton Rouge Chapter in 2004. He has also served as the Chairman of the chapter’s golf tournament for many years. Duane joined the Young Insurance Pro-fessionals (YIPs) Board of Directors in 2005 and served until 2007. During this time, he moved up to the PIA of Louisiana Board of Directors where he has chaired and co-chaired the PIA Governmental Affairs and Industry Affairs Committees respectively. Duane was awarded volunteer of the Year by PIA of Louisiana in 2008. He also participated in PIA’s Public Aware-ness Campaign by appearing in Tv interviews representing the Association and its message of insurance and disaster preparedness. Duane is married to his lovely wife Michelle of three years. Duane’s passions are his wife, family, LSU sports and golf.

Secretary/treasurerGene V. Galligan

gENE gALLIgAN INSURANCE AgENCy, INC.

monroe, LA

EUGENE (GENE) vINCENT GALLIGAN graduated from Northeast Louisiana University in 1970 with a Bachelors of Science in Account-ing. Upon graduation, he entered the Army as a 2nd Lieutenant. with the winding down of the vietnam War, he was released from active duty, and went to work for St. Paul Fire & Marine in New orleans. In 1972, he returned to monroe, and took over the operation of Gene Galligan In-surance Agency which had been established by his father in 1955. Gene joined PIA and became active in the Northeast Louisiana Chapter where he served on the board. he has served as Secretary-Treasurer of the local chapter since 1995. he served 6 years on the state board and in 2009 was elected to the State Executive Committee as Secretary-Treasurer. Gene has been married to his wife, Ellen, since 1983. they have one son, Kyle, who is an electrical engineer and will be married on october 2, 2010.


EDUCATION SESSIONS2010 Legislative UpdateSUNDAY, JULY 18 • 1:00 - 3:00 PM

SPEAKER: J. ROBERT WOOLEY, ADAMS & REESE, LLP, PIA LOBBYISTJOSEPH PETRELLI, PRESIDENT OF DEMOTECH, INC.

As one of the most highly regulated sectors of our economy, the insurance industry and the professionals that comprise it are uniquely affected on a daily basis by the actions of government. This course offers a behind the scenes look at how we as industry professionals can have a direct impact on the creation of laws that govern our day to day professional lives. We will explore how to most effectively engage in the legislative process by taking an in-depth look at the just completed legislative session. To provide an example of how this impacts your livelihood, the president of Demotech, Inc. will discuss the financial stability of carriers in the marketplace and how agents should familiarize themselves with the services that rate and review those markets. He will also discuss how insurance professionals can overcome the challenges associated with the insolvency exclusion that has crept into insurance agents’ E&O insurance policies.

JoSEPH L. PETRELLI is President of Demotech, an actuarial consulting and financial analysis firm, where his consulting experience includes loss and loss adjustment expense reserve evaluations for property and casualty insur-ers, title underwriters and self-funded public entity liability insurance pools. over his forty year career, Petrelli has prepared thousands of rate level recommendations and product reviews on behalf of title underwriters and property and casualty insurance companies. He developed the first property and casualty insurance company rating system to be formally approved by Fannie Mae, Freddie Mac and the United States Department of Housing and Urban Development. In addition, he also developed the first analysis and review process to assign Financial Stability Ratings® to title underwriters. Petrelli received his Bachelors of Science degree in Actuarial Science from the College of Insurance in 1974 and then his Master of Business Administration from The ohio State University in 1985.

2010 Regulatory UpdateSUNDAY, JULY 18 • 3:00 - 5:00 PM

SPEAKER: DEPUTY COMMISSIONER CLARISSA A. PRESTON, CIC, APIROFFICE OF CONSUMER ADVOCACY, LOUISIANA DEPARTMENT OF INSURANCE

The purpose of this course is to update the Louisiana Professional Insurance Agent on new information of interest including: regula-tions/rules and procedural changes as a result of Louisiana’s 2010 Legislative Session, DOI and NAIC actions in response to Health Care Reform, Catastrophe Preparedness, updates on Chinese Drywall-related legislation and court rulings, and producer licensing updates, in-cluding birth month renewals and required CE. Ms. Preston will also touch on the Office of Consumer Advocacy’s community outreach.

CLARISSA A. PRESToN was appointed Deputy Commissioner of the newly created office of Consumer Ad-vocacy within the Department of Insurance in September 2007. Preston most recently served as Deputy Commis-sioner of the Department’s office of Property & Casualty where she oversaw the Consumer Affairs and Insur-ance Rating & Policy Forms divisions, along with the Louisiana Property and Casualty Insurance Commission. Preston is a New orleans native and a graduate of Louisiana State University, where she earned her Bachelor of Arts degree in Sociology in 1994. Preston holds both a Property & Casualty and Life & Health insurance license (licenses temporarily inactive due to her employment at the Department of Insurance) and is a paralegal and commissioned civil law notary public. She recently completed the requirements to earn an Associate Profes-sional in Insurance Regulation (APIR) designation from the National Association of Insurance Commissioners (NAIC), and she is also a Certified Insurance Counselor (CIC), recently honored by the Society for her dedication and leadership in insurance. Preston is a member of many professional and civic organizations. In 2002, Preston was voted Employee of the Year by her co-workers at the Department of Insurance.


J. RoBERT WooLEY is a member of the Governmental Relations Team of the Special Business Services Group. He formerly served as Commissioner of Insurance for the State of Louisiana, a position he held from 2000 - 2006. As Commissioner of Insurance, Wooley managed the Department of Insurance, its 272 employees, and a multi-million dollar budget. He regulated the licensing and compliance of all insurance companies and agents operating in the state. Wooley has more than 20 years of extensive governmental relations experience. Prior to his service with the Insurance Department, he was the Director of Governmental Relations for a major gaming corporation where he directed and consulted on national and statewide election efforts and worked with various governmental entities in several states. His experience also includes work as a private political and governmental relations consultant, Special Counsel for the Louisiana Trial Lawyers Association and First Assistant Secretary of State and Executive Counsel to the Louisiana Secretary of State. Wooley received his Juris Doctorate in 1977 from Paul M. Hebert Law Center of Louisiana State University, where he served on the Robert Lee Tullis Moot Court Board. He earned his Bachelor of Business Administration degree Magna Cum Laude in 1974 from Northeast Louisiana University.


GENERAL SESSION GUEST SPEAKERSGeneral Session: Insurance Industry Update

MONDAY, JULY 19• 9:00 — 11:00 AM

SPEAKERS: JIM DONELON, COMMISSIONER OF INSURANCE, LOUISIANA DEPARTMENT OF INSURANCE JoN D. SPALDING, PIA NATIoNAL PRESIDENT

The annual membership meeting of the Professional Insurance Agents of Louisiana. This program will include reports and updates on the industry, its regulations and operations, including PIA National and State updates.

JAMES DoNELoN is currently serving as the Commissioner of the Louisiana Department of Insurance. Prior to being elected as Commissioner, Jim Donelon served the Department in leadership positions as Chief Deputy Commissioner and Executive Counsel. Jim was born in New orleans. He is a graduate of Jesuit High School, the University of New orleans and Loyola School of Law. In 1986, Jim became the first recipient of the Homer L. Hitt Distinguished Alumnus of the Year award for the University of New orleans. Commissioner Donelon retired as the State Judge Advocate for the Louisiana Army National Guard, where he held the rank of Colonel and received the prestigious Legion of Merit medal among many other citations for his contributions during his 33 years of military service. In 1975, Jim was elected Jefferson Parish Council Chairman, and from 1981 to 2001 Jim represented Jefferson Parish in the Louisiana House of Representatives where he rose to the leadership positions of Chairman of the Committee on Insurance and Co-Chairman of the Republican Legisla-tive Delegation. In 2001, Jim joined the staff of the Louisiana Department of Insurance. Jim presently serves on the Board of Directors of Hope Haven Boys Home, Friends Alliance for the Mentally Ill, and the Blood Center for Southeast Louisiana. Jim is married to the former Merilynn Boudreaux. They reside in Jefferson Parish. Jim and Merilynn are the parents of four daughters and the grandparents of four granddaughters and one grandson.

JoN D. SPALDING is President of the National Association of Professional Insurance Agents (PIA Na-tional). He is President & CEo of Spalding Insurance Agency, Inc., with locations in East Lansing and Perry, Michigan. Spalding has served as a member of the PIA National Board of Directors since 2001. In addition, he has served as Chair of the PIA National Federal Affairs Committee as well as and vice President and Secretary of PIA Services, Inc. Spalding has been a member of the Board of Directors of PIA of Michigan since 1995. Upon his inauguration, Spalding pledged that the agents association will continue to be an activist, grassroots organization that aggressively advocates for the interests of professional insurance agents, particularly in Con-gress. He said PIA opposes the federal regulation of insurance and supports state regulation, and supports elected officials who support the business interests of the professional insurance agents in their districts. Jon D. Spalding’s tenure as president of PIA National marks the first time in the association’s history that a father, then his son, has led the organization. Past President Robert M. Spalding, Sr. served as President of PIA National in 1995-96.

EDUCATION SESSIONSChinese Drywall: Just the Facts and What Do We Do About It

SUNDAY, JULY 18 • 10:00 AM — NoonSPEAKER: MICHAEL ORLANDO, CR, WLS, CMR, CIE EMERGENCY RESTORATION

Chinese Drywall is quickly becoming the new Mold; serious damages and questionable coverage, if any at all. What are the related problems, who’s responsible and how did this happen? For more than 16 years, Michael Orlando has specialized in Property Damage Mitigation, staying abreast of the latest mitigation techniques and hottest property damage issues.

MICHAEL oRLANDo is owner and operator of Emergency Restoration, Inc. located in New orleans. After graduating from the University of New orleans in 1993, orlando spent 10 years working with various cleaning companies and receiving hours of formal training in restoration procedures. Since founding Emergency Restora-tion in 2003, he and his companies have been called upon to mitigate and restore some of New orleans largest and oldest structures, including state facilities, hospitals and private commercial high-rise structures. After Hurricane Katrina, in 2005, orlando was invited as a special guest and appeared on a local cable television special, “Re-building New orleans,” where he outlined procedures and precautions pertaining to flood damaged properties. orlando serves on many property insurance-related associations board of directors including memberships to associations such as the Restoration Industry Association, the Indoor Air Quality Association and the Building Trades Association. He is also recognized with the International Restoration Industry Association’s highest des-ignation, Certified Restorer.



National DirectorRICHARD A. CLEMENTS, CIC

CLEmENtS INSURANCE SERVICESCHALmEttE, LA

RICHARD “RICHIE” CLEMENTS. He was educated at St. Christopher Elementary, Rummel High and Nicholls State University. Richie sold burial policies starting in 1974, was a direct writer from 1975 – 1978 and co-owner of another agency from 1978 to 2005. He then opened Clements and Idiot Sons, ex-cuse me, Clements Insurance Services (they are really quite smart). He is a member of PIA, the IIABA, Society of CIC, LSLA and serves on the Board of the local Chamber of Commerce. He serves and has served on various company/agents councils. He is Past President of IIA of Greater New orleans and Past President of PIA of New orleans. He has served as Technical Chairman and Property and Casualty Chairman and was on the Legislative Committee. He is also the past vice-Chairman of the Property & Ca-sualty Insurance Commission for the State of Louisiana. He also sits on the Jim Donelon’s Agent Advisory Council. Richie went through the ranks of the PIA of Louisiana Board of Directors and served as President, 2002-2003. He is now the National Director for the PIA where he serves as Secretary of the Services Board and member of the Natural Catastro-phe, Federal Legislative and Nominating com-mittees. Richie is still deeply in love with Charmaine Clements and the elated father of Alison (mar-ried to Andrew), David and Timothy.

PIA of Louisiana would like to recognize our

2009-2010 Board of Directors

Immediate Past-PresidentH. DALE SPAHT

FIFE-SPAHt-CARmOUCHE INSURANCE

gONZALES, LA

HoMER DALE SPAHT, Jr. is a principal of Fife-Spaht-Carmouche Insurance Agency of Gonzales, LA. He earned a Bachelors of Science in Business Administration from LSU and has been a licensed P & C and L & H agent for the past 40 years. Dale is a supporter of the PIA of Louisi-ana and PIA National Political Action Com-mittees. He volunteers to speak at local high school career days on behalf of the Indepen-dent American Agency System, encouraging young people to consider a career in insurance. Dale is also a member of IIABL. Dale has been a member for the past 40 years and Past President of the Gonzales Ro-tary Club and is a Rotary International Paul Harris Fellow. He has also been a member for the past 38 years and Past President of the Greater Gonzales Chamber of Commerce. Dale is a Past Chairman of the Ascension Parish United Way Campaign and served on the board of the Greater Baton Rouge United Way, representing Ascension Parish. Dale is a Past Chairman of the Gonzales Heart Fund and a Past President of the Ascension Area Bayou Bengal Club. He is a Past Captain of the Boy Scouts of America Sustaining Member Campaign, Chenivert District and a member of and usher for St. Theresa of Avila Catholic Church. Dale is married to the former Anita L. Fife, and they have two children, Ashley and Homer Dale III.

Karen BryantAll Premier Agency

David “Moose” BullochSpeed-Stiel Insurance Services

Manuel DePascualAlliance Insurance Agency

Lisa DonlonArthur J. Gallagher

Dawn DuhéDave Millet Insurance Agency

John ErnyErny Insurance Agency

Darryl FrankFrank & Associates

Chad JoffrionDelta Insurance Agency of Bunkie, Inc.

Joe LohmanLohman & Lohman Insurance Services

Barbara RobertsWhite & Roberts Insurance Associates

Kevin WoodsKevin Woods Insurance Agency

PIA of Louisiana’s 67th Annual ConventionPROGRAM-AT-A-GLANCE

SATURDAY, JULY 17

Noon – 1:00 p.m. Board Lunch Palmetto 1:00 – 5:00 p.m. Board Meeting Oleander 3:00 – 7:00 p.m. Registration St. Andrews Registration Desk6:30 – 7:00 p.m. First Timers’ Reception Grand Lagoon Deck7:00 – 8:00 p.m. Opening Reception Grand Lagoon Deck10:00 p.m. - Until YIPs Hospitality Suite Open Emerald Suite

SUNDAY, JULY 18

8:00 – 9:00 a.m. “Dancin’ In the Streets” Fun Run Hotel Lobby Entrance 9:30 a.m. – 4:00 p.m. Registration St. Andrews Registration Desk10:00 a.m. – Noon CE Seminar (2 hrs CE) Grand Lagoon D Chinese Drywall Michael Orlando, CR, WLS, CMR, CIE, Owner of Emergency Restoration 10:00 a.m. – Noon YIPs Board Meeting Oleander11:00 a.m. – 4:00 p.m. Exhibitors Set-up St. Andrews BallroomNoon – 1:00 p.m. Past Presidents’ Brunch Kingfish Private Dining Room1:00 – 4:00 p.m. YIPs Pool Party Azalea Pool 1:00 – 3:00 p.m. CE Seminar (2 hrs CE) Grand Lagoon D 2010 Legislative Update J. Robert Wooley, Adams & Reese, LLP, PIA Lobbyist Joseph Petrelli, President of Demotech, Inc. 3:00 – 5:00 p.m. CE Seminar (2 hrs CE) Grand Lagoon D 2010 Regulatory Update Deputy Commissioner Clarissa A. Preston, CIC, APIR Office of Consumer Advocacy, Louisiana Department of Insurance

5:00 – 7:00 p.m. Welcome Reception w/ Exhibitors St. Andrews Ballroom10:00 – 1:00 a.m. Dance Party (Adults Only) Grand Lagoon EFGH1:00 a.m. – Until YIPs Hospitality Suite Open Emerald Suite

The Young Insurance Professionals (YIPs) Hospitality Suite is open to all PIA registered guests each nightfollowing PIA planned functions in the Emerald Suite.


PIA of Louisiana’s 67th Annual ConventionPROGRAM-AT-A-GLANCE


MONDAY, JULY 198:00 a.m. – Noon Registration St. Andrews Registration Desk9:00 – 11:00 a.m. General Session (2 hrs CE) Grand Lagoon EFGH James Donelon, Commissioner of Insurance, Louisiana Department of Insurance Jon Spalding, PIA National President

9:00 – 11:00 a.m. Spouses’ Program Spanish Moss AB11:00 a.m. – 1:00 p.m. Brunch with Exhibitors St. Andrews Ballroom11:00 a.m. – 1:00 p.m. Trade Fair Open & Door Prize Drawings St. Andrews Ballroom1:00 p.m.– 2:00 p.m. 1752 Club Meeting Oleander1:00 p.m. – 4:00 p.m. CE Seminar ( 3 hrs CE) Grand Lagoon D Dancing with Ethics: Steps to Making Ethical Choices Jody M. Boudreaux, CAE, CIC, CISR, Executive VP of PIA of Louisiana

1:30 p.m. – 4:00 p.m. Volleyball Tournament Alligator Point Beach6:00 p.m. – 9:00 p.m. “So You Think You Can Dance with the PIA Stars” Family Event Grand Lagoon10:00 p.m. – Until YIPs Hospitality Suite Open Emerald Suite

TUESDAY, JULY 20

7:00 a.m. Golf Registration Nicklaus Course8:00 a.m. Golf Tournament Nicklaus Course8:00 – 9:00 a.m. CE Seminar (1 hr CE) Grand Lagoon D Best EPIC Practices for Louisiana Property owners Ron Eaton, VP of Service Provider Management, LA Citizens Alvin Jackson, VP of Operations, LA Citizens 9:00 a.m. – Noon CE Seminar ( 3 hrs CE) Grand Lagoon D Elevation is the Salvation from Inundation Julie Pellegrini, Bankers Insurance Group

6:30 – 10:30 p.m. Kids’ Program Grand Lagoon FGH6:30 p.m. President’s Reception St. Andrews Foyer 7:30 p.m. Annual Banquet Installation & Awards Ceremony St. Andrews I-III10:00 p.m. – Until YIPs Hospitality Suite Open Emerald Suite

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