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Saturday, September 20
 

8:00am

8:00am

8:30am

Pre-Conference Workshop #1 - Day 1: URMIA/NAFSA - Developing Your International Risk Management Action Plan
(Registration separate; Additional fee) This special event is designed for pairs of risk management and education abroad professionals to attend together. You will spend one-and-a-half days with experts from both fields who will guide you through creating an international risk management action plan for your institution, discuss specific operational, financial, and strategic aspects of risk management, and confer on future trends from study abroad and risk management experts. Registration will be $470 per pair from the same institution. This fee includes materials, group lunches, an evening reception, and a complimentary pass to Monday of the URMIA 45th Annual Conference. A third person from the same institution may attend the program for an additional $240.00. For individuals attending without an institutional partner, registration is $300. Note, however, that registration will be strictly limited to pairs unless special considerations are met.

Please note that Saturday's session will begin with breakfast at 8:30am. The session will begin at 9:00am.

Speakers
DC

Denise Connerty

Assistant Vice President, International Affairs, Temple University
Denise Connerty, director of education abroad and overseas campuses and assistant vice president of international affairs, has been at Temple University since 1990. Prior to joining Temple, she was associate director for the Institute for Study Abroad at Butler University in Indianapolis from 1998-1999 and assistant director of the Center for Education Abroad at Arcadia University from 1978-1988. | | Ms. Connerty received her BA in history and... Read More →
avatar for Kathy Hargis

Kathy Hargis

Director of Risk Management, Lipscomb University
Kathy Hargis is the director of risk management for Lipscomb University in Nashville, Tennessee. She is the founding director for the university and has served in this position for the last seven years. Prior to working in higher education, Ms. Hargis worked in the corporate field, holding the position of risk manager for a large banking corporation in Tennessee, First American Corporation. She initially began her career as a commercial... Read More →
PD

Paul D. Pousson

Associate Director of Risk Management, University of Texas System
Paul D. Pousson, ARM, is the associate director of the Office of Risk Management for The University of Texas System. He is responsible for administering the environmental health and safety, risk control, and property and casualty insurance programs and services offered to the nine academic and six healthcare / research institutions of The University of Texas System. He has over 20 years of experience in the risk management, environmental... Read More →
avatar for Lisa Zimmaro

Lisa Zimmaro

Assistant Vice President of Risk Management & Treasury, Temple University
With more than 20 years of risk management experience, Lisa Zimmaro is the assistant vice president for risk management and treasury for Temple University and previously the risk manager for Princeton University. Ms. Zimmaro graduated summa cum laude from Holy Family University with a BA in humanities and obtained her JD from the Temple University School of Law. Ms. Zimmaro is licensed to practice in New Jersey and in the US District Court for... Read More →

Sponsors
TD

Terra Dotta

Terra Dotta
Terra Dotta software is a flexible, web-based enrollment and registration management tool that streamlines office processes for both users and administrators. Information is stored in a central database that seamlessly integrates with your campus data system. With Terra Dotta software, you can easily query, sort and report data, manage your public website through a user-friendly CMS, accept online applications/registrations, and monitor user... Read More →


Saturday September 20, 2014 8:30am - 5:00pm
Salon IX & X

9:00am

Pre-Conference Workshop #2: Associate in Risk Management Review Session - ERM (ARM-E) (Additional Fee)
Kick off your trip to Louisville by taking the next step on your professional development path. Don't miss this chance to review for the Associate in Risk Management - Enterprise Risk Management (ARM-E) track. Note that this will be a "crash course" review in ERM 57 concepts; attendees should purchase their own study materials and plan to begin studying well in advance if they plan to take the ERM-57 test at the conference, as well. Study materials can be purchased directly from the Institutes' website.

URMIA will offer this pre-conference workshop to provide a comprehensive review session for the Associate in Risk Management - ERM exam. The ARM is a nationally recognized educational program for dedicated professionals. This designation aims to enhance your risk management skills by teaching you how to build and implement a balanced risk financing strategy using retention, transfer, and hybrids.

The following courses are required to earn the ARM designation: ARM 54—Risk Management Principles and Practices, ARM 55—Risk Assessment and Treatment, and ARM 56—Risk Financing. Completing the ERM 57 test in addition to these earn you the ARM-E designation. For more information, visit the Institutes' ARM website.

Speakers
EY

Erike Young

Global Safety Manager, Google (formerly with University of California)
Erike Young is the director of environment, health, and safety for the University of California (UC), Office of the President. As the director of EH&S, Mr. Young is responsible for providing system-wide direction, coordination, and assistance to the campuses, hospitals, and national laboratories in the development, implementation, and maintenance of policies, procedures, and programs necessary to maintain a safe and healthy environment for... Read More →


Saturday September 20, 2014 9:00am - 5:00pm
Paddock

1:00pm

Pre-Conference Workshop #3: Risk Management 101: Practical Application for Higher Education
Risk means different things to different people. Some are risk averse while others are risk takers. Some campus departments see an issue as a risk to their activities while others see the same issue as a benefit.

Risk Management 101: Practical Application for Higher Education, a FREE four-hour long session, will provide participants with an opportunity to explore what risk looks like for them, as well as have the opportunity to compare and contrast those ideas with their constituents at other institutions. Experienced higher education risk managers will facilitate discussion on how you can utilize this information to begin developing a risk management plan for your school.

This workshop will explore how attendees can make risk management "real” for others on their campus by utilizing formal risk management processes to identify, mitigate and respond to potential exposures. Participants will be given the opportunity to network with their colleagues to discuss concerns, strategies, roadblocks, and navigational tools that will allow them to begin important conversations on their campuses.

The workshop is geared toward professionals new to risk management and those new to higher education. Participants will have a chance to meet their new colleagues in a smaller setting before the conference. New members and first time conference attendees will also be invited to join us for the President's Reception later this evening!

Speakers
avatar for Elizabeth Carmichael

Elizabeth Carmichael

Director of Compliance & Risk Management, Five Colleges Inc.
Elizabeth J. Carmichael (Beth) is the director of compliance and risk management for Five Colleges, Incorporated. Formerly an account executive and vice president with Alexander and Alexander (now Aon) in New York City, she entered the insurance and risk management field in 1980 when she began working as an ocean marine liability underwriter. | | Since 1994 Beth has been directing the risk management programs for the consortium’s private... Read More →
avatar for Brenda Tappan

Brenda Tappan

Risk Management Consultant, United Educators Insurance
Brenda Tappan, ARM joined United Educators as a risk management consultant in September of 2006. As a member of the training implementation team, she works with UE’s members to bring courses, online tools and other resources to their campus in an attempt to reduce risks and increase safety in line with their varied campus cultures. Brenda frequently presents to and facilitates discussions with UE members as well as at regional and national... Read More →


Saturday September 20, 2014 1:00pm - 5:00pm
Filly - Thoroughbred

6:00pm

President's Reception
Invitation only. URMIA's President’s Reception is a great opportunity for new members and first time conference attendees to get to know the leaders of URMIA in a more intimate, casual environment. Attendees include the URMIA Board of Directors, URMIA committee chairs, the 2014 Annual Conference Committee, new members, first time attendees, URMIA/NAFSA workshop attendees, and the event sponsor. Join us and let us to welcome you to the conference and to URMIA! If you have any questions, please stop at the registration desk.

Sponsors
CI

Cross Insurance Higher Education Division

Cross Insurance Higher Education Division
Cross Insurance offers experience in all facets of insurance protection – and more than 700 knowledgeable employees across New England with offices added in Rhode Island and Connecticut – so we can always assemble the team best suited to meet our clients’ business and personal insurance needs. With Cross Insurance, every client company has access to knowledgeable professionals with demonstrated track records in commercial property and... Read More →


Saturday September 20, 2014 6:00pm - 9:00pm
The Sports and Social Club 427 S. Fourth Street, Louisville, KY 40202
 
Sunday, September 21
 

7:00am

Golf Outing
The golf outing is a great chance to see old friends or meet new ones before the conference kicks off. This year’s outing will be at Covered Bridge Golf Club in Sellersburg, Indiana.

Covered Bridge Golf Club is a Fuzzy Zoeller/Clyde Johnston designed 18-hole course, nestled on a gently rolling plain at the foot of Southern Indiana's famous Floyds Knobs. Each hold has been laid out to emphasize the natural beauty of the landscape and panorama. The par 72 circuit features five lakes, a meandering creek and is pleasantly forested. The greens are gently contoured and the bunker placement is challenging, but not punishing. Paved cart paths connect all tees, and carts can be driven anywhere on the course's Zoysia grass fairways. Each hole offers a choice of five separate tees matching the course to the ability level of any player.

Note: Shotgun start at 8:30 am. Please meet in the hotel lobby by 7 am. Bus will depart at 7:15 am.

Included in the cost of the golf outing is transportation, breakfast, lunch, and prizes. Golf club rentals are an additional $30.00 fee.

Special thanks to our golf outing sponsor Gallagher Higher Education Practice.

Sponsors
GH

Gallagher Higher Education Practice

Gallagher Higher Education Practice
Gallagher's Higher Education Practice brings unsurpassed value to its client colleges and universities by helping to reduce their cost of risk. This is accomplished by strong national resources and knowledgeable and experienced service teams. Gallagher's focus is on the delivery of cost-effective, differentiated property/casualty insurance, employee benefits, and risk management consulting services designed to match the unique challenges and... Read More →


Sunday September 21, 2014 7:00am - 3:00pm
Foyer of KY Ballroom A

8:00am

Pre-Conference Workshop #1 - Day 2: URMIA/NAFSA - Developing Your International Risk Management Action Plan
(Registration separate; Additional fee) This special event is designed for pairs of risk management and education abroad professionals to attend together. You will spend one-and-a-half days with experts from both fields who will guide you through creating an international risk management action plan for your institution, discuss specific operational, financial, and strategic aspects of risk management, and confer on future trends from study abroad and risk management experts. Registration will be $470 per pair from the same institution. This fee includes materials, group lunches, an evening reception, and a complimentary pass to Monday of the URMIA 45th Annual Conference. A third person from the same institution may attend the program for an additional $240.00. For individuals attending without an institutional partner, registration is $300. Note, however, that registration will be strictly limited to pairs unless special considerations are met.

Speakers
DC

Denise Connerty

Assistant Vice President, International Affairs, Temple University
Denise Connerty, director of education abroad and overseas campuses and assistant vice president of international affairs, has been at Temple University since 1990. Prior to joining Temple, she was associate director for the Institute for Study Abroad at Butler University in Indianapolis from 1998-1999 and assistant director of the Center for Education Abroad at Arcadia University from 1978-1988. | | Ms. Connerty received her BA in history and... Read More →
avatar for Kathy Hargis

Kathy Hargis

Director of Risk Management, Lipscomb University
Kathy Hargis is the director of risk management for Lipscomb University in Nashville, Tennessee. She is the founding director for the university and has served in this position for the last seven years. Prior to working in higher education, Ms. Hargis worked in the corporate field, holding the position of risk manager for a large banking corporation in Tennessee, First American Corporation. She initially began her career as a commercial... Read More →
PD

Paul D. Pousson

Associate Director of Risk Management, University of Texas System
Paul D. Pousson, ARM, is the associate director of the Office of Risk Management for The University of Texas System. He is responsible for administering the environmental health and safety, risk control, and property and casualty insurance programs and services offered to the nine academic and six healthcare / research institutions of The University of Texas System. He has over 20 years of experience in the risk management, environmental... Read More →
avatar for Lisa Zimmaro

Lisa Zimmaro

Assistant Vice President of Risk Management & Treasury, Temple University
With more than 20 years of risk management experience, Lisa Zimmaro is the assistant vice president for risk management and treasury for Temple University and previously the risk manager for Princeton University. Ms. Zimmaro graduated summa cum laude from Holy Family University with a BA in humanities and obtained her JD from the Temple University School of Law. Ms. Zimmaro is licensed to practice in New Jersey and in the US District Court for... Read More →

Sponsors
TD

Terra Dotta

Terra Dotta
Terra Dotta software is a flexible, web-based enrollment and registration management tool that streamlines office processes for both users and administrators. Information is stored in a central database that seamlessly integrates with your campus data system. With Terra Dotta software, you can easily query, sort and report data, manage your public website through a user-friendly CMS, accept online applications/registrations, and monitor user... Read More →


Sunday September 21, 2014 8:00am - 12:00pm
Salon IX & X

8:00am

11:00am

Tour: Sunday - Churchill Downs
Take some time to enjoy the sights and sounds of Kentucky horse races at Churchill Downs on Sunday, September 21, 2014.

Sunday September 21, 2014 11:00am - 3:00pm
Foyer of KY Ballroom A

12:45pm

Pre-Conference Workshop #4: Risk Management and Regulatory Compliance: Challenges and Opportunities
The increase in intensity of regulatory compliance introduces new challenges for ERM. How will ERM leaders interface with chief compliance officers (CCOs)? How will ERM leaders interface with presidents and boards? How can this new regulatory era create business opportunities for higher education? What will operational-level risk management look like in the new Compliance Era?

Speakers
PL

Peter Lake

Director of the Center for Excellence in Higher Education Law and Policy, Stetson University College of Law
Peter F. Lake is professor of law, Charles A. Dana chair and director of the Center for Excellence in Higher Education Law and Policy at Stetson University College of Law. He teaches and writes in the areas of torts, higher education law and policy, insurance, and jurisprudence, and has won several awards for his teaching and scholarship. He is an internationally-recognized expert on higher education law and policy and has been quoted or referred... Read More →


Sunday September 21, 2014 12:45pm - 2:45pm
Bluegrass 1 & 2

1:00pm

URMIAcares Community Service Event
If you haven’t participated in URMIAcares yet, this is your year! URMIAcares gives attendees and guests the chance to give back to the community hosting our conference through various community service activities. It’s a great chance to make new friends, get to know fellow members, and do some good before the conference kicks off. Volunteers will assist at the center on a number of different projects.

Sponsors
AA

American Appraisal

American Appraisal
American Appraisal, established in 1896, is the oldest and largest independent valuation firm in the world and has served the higher education community for more than 102 years.
AT

American Technologies Inc.

American Technologies Inc.
With more than 23 years of experience, ATI is a national leader in restoration, environmental remediation, and reconstruction. We are proud to be the nations largest privately-owned restoration contractor. Our services include 24-hour emergency response, water damage, fire and smoke damage, lead/asbestos removal and mold remediation, biohazard cleanup, contents cleaning and restoration, pack-outs, and reconstruction.
BM

Bob McCloskey Insurance

Bob McCloskey Insurance
Founded in 1975,Bob McCloskey Insurance specializes in providing a wide arrange of insurance solutions for colleges & universities,private & public schools,school sports teams,college sports teams,youth sports leagues,amateur sports teams,fraternal organizations,camps,plus coverage for complete enterprises such as recreation programs,CYO & PAL.
FC

Fred C. Church

Fred C. Church
Fred C. Church is New Englands leading provider of risk management and insurance brokerage services for independent schools and private colleges and universities. Founded in 1865, we are privately owned and committed to the highest standards of client service. Our incredible team of people consistently delivers proactive risk management support; knowledgeable, candid, and credible responsiveness; and benchmarking to help our educational... Read More →
GH

Gallagher Higher Education Practice

Gallagher Higher Education Practice
Gallagher's Higher Education Practice brings unsurpassed value to its client colleges and universities by helping to reduce their cost of risk. This is accomplished by strong national resources and knowledgeable and experienced service teams. Gallagher's focus is on the delivery of cost-effective, differentiated property/casualty insurance, employee benefits, and risk management consulting services designed to match the unique challenges and... Read More →
GM

Genesis Management and Insurance Services Company

Genesis Insurance Company
Genesis is the premier alternative risk insurance provider, offering innovative insurance and reinsurance solutions to meet the unique needs of its higher education customers. A wholly owned subsidiary of General Reinsurance Corporation, a Berkshire Hathaway Company, Genesis offers unsurpassed financial security. Underwriting expertise, superior claim handling, and consistent performance are the core values that define the Genesis team of... Read More →
GT

Guarantee Trust Life Insurance Company

Guarantee Trust Life Insurance Company
Founded in 1936, Guarantee Trust has provided a portfolio of health, accident, life and special risk insurance to individuals and families for over 76 years. Today, we remain committed to the family values on which we were built and continue to provide the personal customer service, quality products, and successful partnerships that have driven our company since its inception.
LM

LaMair Mulock Condon Co.

LaMair Mulock Condon Co.
Established in 1865, LaMair-Mulock-Condon Co. has grown to become one of the most experienced and respected insurance brokers operating in the Midwest. Our products and services include property and casualty insurance, surety bonds, employee benefits, and risk management services.
RS

Risk Strategies Company

Risk Strategies Company
Risk Strategies Company (RSC) focuses on client risk management challenges and delivers pragmatic, cost-effective financial and business solutions. Financial executives and risk managers who need high level advice turn to RSC for the design and implementation of complex insurance coverage and risk financing programs. National and global companies facing difficult financial positions know RSC has the experience, creative energy, and financial... Read More →
SN

Safety National

Safety National
Safety National is a versatile alternative market insurance provider that offers a broad range of risk funding products through insurance agents and brokers. Founded in 1942, Safety National is the leading provider of excess workers compensation coverage to self-insured employers and groups nationwide and has provided that type of coverage longer than any other company in the United States. With the addition of a Large Casualty Program, which... Read More →
SA

Summit America Insurance Services

Summit America Insurance Services
Summit America Insurance Services is a company established to serve the insurance and risk management needs of the educational, recreational, and sports communities of America. The staff at Summit America is committed to the highest possible level of expertise and service. Amateur sports associations, educational institutions and recreational organizations look to Summit America as one of the nation’s leading sources of specialized insurance... Read More →
TD

Terra Dotta

Terra Dotta
Terra Dotta software is a flexible, web-based enrollment and registration management tool that streamlines office processes for both users and administrators. Information is stored in a central database that seamlessly integrates with your campus data system. With Terra Dotta software, you can easily query, sort and report data, manage your public website through a user-friendly CMS, accept online applications/registrations, and monitor user... Read More →


Sunday September 21, 2014 1:00pm - 4:00pm
Foyer of KY Ballroom A

1:00pm

Proctored Exam for ARM-54, ARM-55, ARM-56, and ERM-57
(Additional fee) Proctored exams for ARM and ARM-E certifications.


Sunday September 21, 2014 1:00pm - 4:00pm
Filly - Thoroughbred

1:00pm

Tour: Sunday - Old Louisville
Louisville is home to the third most Victorian Mansions in the United States. Old Louisville is an historic preservation district south of the city where stately mansions stand as they once did in the late 1800’s. You'll see examples of everything from Arts & Craft styling to the elegant Victorian as you visit a variety of Old Louisville homes. Prepare to be enchanted by the high ceilings, fabulous chandeliers, and woodwork by magnificent craftsmen. Many have been turned into Bed and Breakfasts, some house businesses, and others are still single family homes. You'll walk the lovely St. James Court area as well as Central Park, which was home to the DuPonts of Delaware fame and designed by Frederick Law Olmsted. Visit an 1894 mansion and enjoy being treated to homemade bourbon balls. And no trip to Louisville would be complete without a tour of Churchill Downs, the “Home of the Kentucky Derby”. At the recently renovated Kentucky Derby Museum you will experience all the sights and sounds of the Kentucky Derby as you watch the award-winning, high-definition film “The Greatest Race” shown on a 360º screen. On the outside track tour, you will hear the facts and folklore that make the Kentucky Derby the greatest two minutes in sports.

Sunday September 21, 2014 1:00pm - 5:00pm
Foyer of KY Ballroom A

1:45pm

Walking Tour: Downtown Louisville
Join fellow attendees for a walking tour of museum row, the riverfront district, and more in downtown Louisville!

Sunday September 21, 2014 1:45pm - 3:30pm
Conference Lobby

3:30pm

New Member and First-Timer Session
If you’re attending the URMIA Annual Conference for the first time or are a new member, be sure to attend this session. You will be introduced to some of URMIA's key players and get a chance to meet your peers and make new contacts in the risk management profession. After this session, you will be well on your way to becoming a future leader of URMIA!

Sponsors
AA

American Appraisal

American Appraisal
American Appraisal, established in 1896, is the oldest and largest independent valuation firm in the world and has served the higher education community for more than 102 years.


Sunday September 21, 2014 3:30pm - 5:30pm
Salon IX & X

8:00pm

Opening Reception - Louisville Marriott Ballroom
Sponsors
GH

Gallagher Higher Education Practice

Gallagher Higher Education Practice
Gallagher's Higher Education Practice brings unsurpassed value to its client colleges and universities by helping to reduce their cost of risk. This is accomplished by strong national resources and knowledgeable and experienced service teams. Gallagher's focus is on the delivery of cost-effective, differentiated property/casualty insurance, employee benefits, and risk management consulting services designed to match the unique challenges and... Read More →


Sunday September 21, 2014 8:00pm - 11:00pm
Ballroom
 
Monday, September 22
 

7:30am

Breakfast 9/22/14
Monday September 22, 2014 7:30am - 8:15am
Ballroom

7:30am

8:15am

8:55am

Keynote: 'Facilitator U vs. Compliance U,' Peter Lake
In 1999 The Rights and Responsibilities of the Modern University launched a new and highly influential paradigm for student affairs and the law of college student safety—the facilitator university. The substantially revised and updated second edition of Rights and Responsibilities includes discussion of recent judicial, legislative and regulatory college safety mandates, modern risk management and prevention practices, and the explosion in college safety and wellness issues (suicide, active shooter violence, sexual assault etc.) while remaining faithful to the core vision of the first edition. The second edition also addresses the disturbing rise of a new nemesis of the facilitator university— “Compliance U.” Crushing new regulatory burdens significantly impact academic freedom and autonomy, and may interfere with the facilitator’s chief goal of creating a sustainable, reasonably safe and responsible college environment.

Speakers
PL

Peter Lake

Director of the Center for Excellence in Higher Education Law and Policy, Stetson University College of Law
Peter F. Lake is professor of law, Charles A. Dana chair and director of the Center for Excellence in Higher Education Law and Policy at Stetson University College of Law. He teaches and writes in the areas of torts, higher education law and policy, insurance, and jurisprudence, and has won several awards for his teaching and scholarship. He is an internationally-recognized expert on higher education law and policy and has been quoted or referred... Read More →

Sponsors
HI

Hiscox Inc.

HISCOX
Hiscox is a leading specialist insurer headquartered in Bermuda with offices in 12 countries and over 1,100 staff. Hiscox's US corporate headquarters are in New York, and we have 180 employees in seven regional offices enabling us to insure business risks across the country. Our origins are Lloyds based, and we have been underwriting insurance since 1901. We are rated A (Excellent) by A.M. Best with a full financial size category (FSC) of XI... Read More →


Monday September 22, 2014 8:55am - 10:00am
Ballroom

9:00am

Tour: Monday - Bardstown
Located south of Louisville is the historic city of Bardstown, Kentucky, the site of My Old Kentucky Home State Park which honors the home that was the symbol of Stephen Foster's most endearing song. The home, completed in 1818, rests on a sloping 285 acres deeded to the Commonwealth in 1922. It was in 1852 that Stephen Foster visited his cousins, the Rowans, and was said to be inspired to write the ballad "My Old Kentucky Home." The home's decor, including rare and beautiful furnishings, is much as it was when Foster was a guest here. Authenticity to the smallest detail is maintained wherever possible. Guides in antebellum costumes lead tours through the home, extending gracious hospitality reminiscent of the leisurely South. From there you’ll travel to Kurtz Restaurant, a family restaurant which has been serving Southern style cooking since 1937 and has been praised in Southern Living Magazine. There you’ll enjoy a scrumptious lunch of homemade soup with assorted sandwich & salad plate, beverage and dessert. After your appetite’s been sated it’s on to the latest addition to the Kentucky Bourbon Trail: the Heaven Hill Distilleries Bourbon Heritage Center. Among rickhouses where the world’s second-largest supply of Bourbon peacefully ages, the Bourbon Heritage Center offers visitors a chance to explore through interactive exhibits the birth of Bourbon, the role of whiskey-making pioneers such as Evan Williams and the Rev. Elijah Craig, and the process by which some of the world’s most acclaimed Bourbons are produced. At the Bourbon Heritage Center, you can enjoy the “Portrait of Heaven Hill” movie, visit a working Rickhouse, and learn about the romance and lore of Bourbon. Our Bourbon Hosts will lead you on a guided tasting of our fine Bourbons, and you can create your own personalized bottle to take home as a keepsake. Come taste Bourbon’s Heritage!

Monday September 22, 2014 9:00am - 4:00pm
Foyer of KY Ballroom A

10:00am

Conference Break
Take a moment to visit the cyber café, sponsor tables, and the Innovative Risk Management submissions! Thank you to our conference sponsors.

Sponsors
SF

Shoes For Crews LLC

Shoes for Crews LLC
Shoes For Crews® began producing slip-resistant footwear in 1984 and through superior technology quickly became the industry leader. Over the years we’ve stayed on top by working hard to deliver you an unbeatable product at a great price. Of course your safety and satisfaction is our ultimate goal and we look forward to delivering you the world's best slip-resistant footwear.


Monday September 22, 2014 10:00am - 10:20am
Prefunction

10:20am

(CE) Beyond our Borders: Who Knew What Risk Was Hiding There!
As institutional programs and commercial opportunities expand outside of traditional boundaries, so do the risks that we generally associate with US contractual liability, internship responsibility, and third party exposure to cyber liability. These risks do not stop at the border. Join us as we explore these areas in greater detail and help you with the discussion around how to find exposures, deal with internal obstacles and bring expertise about these very present - not often discussed exposures.
Learning Objectives:
 Gain a new understanding of these risks
 Be given a tool to help manage a serious cause of loss
 Understand emerging global cyber issues

Speakers
MC

Mark Camillo

Division Head, AIG
Mark Camillo is Head of Network Security & Privacy, Americas at AIG and is responsible for the CyberEdge suite of products. Prior to this role, Mark was responsible for the Personal Identity Coverage (PIC) and Payment Fraud Products. Mark joined AIG in 2001 and has held positions of increasing management responsibility in various parts of the organization including eBusiness Risk Solutions, Affinity Group, Accident & Health, Professional... Read More →
JR

Joan Rupar

Division President, Foreign Casualty, AIG
Joan Rupar is the division president of the foreign casualty division of AIG Property and Casualty Insurance Company. Ms. Rupar began her career in insurance with CIGNA Property & Casualty for 17 years, five of which were in the international division. Since 1999, she has been underwriting international exposures for companies and organizations based in the United States. Ms. Rupar is a graduate of the University of Delaware and is currently an... Read More →
avatar for Lisa Zimmaro

Lisa Zimmaro

Assistant Vice President of Risk Management & Treasury, Temple University
With more than 20 years of risk management experience, Lisa Zimmaro is the assistant vice president for risk management and treasury for Temple University and previously the risk manager for Princeton University. Ms. Zimmaro graduated summa cum laude from Holy Family University with a BA in humanities and obtained her JD from the Temple University School of Law. Ms. Zimmaro is licensed to practice in New Jersey and in the US District Court for... Read More →


Monday September 22, 2014 10:20am - 11:35am
Salon IX & X

10:20am

(CE) Championing the Management of Minors in Camps
Administrators and risk managers seek to ensure that camp programs bringing minors to their campus offer a great experience for the participants while protecting the interests and reputation of the faculty, staff, and campus. Tremendous efforts have been made on many campuses, yet a single question still resounds: “When have we done enough?”
Work is nearing completion on a comprehensive tool that will assist you in ensuring that the exposures presented by minors on your campus are properly managed and addressed. This tool identifies over 100 issues that must be managed and provides checklists, guidelines, examples, and recommendations on topics ranging from the screening of employees to the selection of appropriate housing.
Risk managers, program sponsors, faculty, and staff representing institutions across the country have actively contributed to the development of this camps management program. Learn how their collective experience can support your efforts and ensure that your programs meet recognized standards.
Learning Objectives:
Understand the depth and breadth of issues to be
managed
Develop a sound basis for determining when controls
are proper and adequate
Understand how to incorporate guidelines and
recommendations into your program
Be better prepared to develop an effective management
program which meets recognized standards

Speakers
avatar for Mark Briggs

Mark Briggs

Vice President, Safety Management Resources Corporation
Mr. Briggs serves as the vice president of Safety Management Resources Corporation (SMRC), a full-service consulting firm delivering world class risk management and safety services to higher education clients. | | Mr. Briggs is an experienced, passionate and successful risk management and safety professional, serving as the risk manager for the University of Illinois for over 10 years and more recently as the first chief risk officer for... Read More →
EM

Ed Morford

Assistant Director of Risk Management and Assessment, University of Illinois Urbana-Champaign
Ed Morford has served the University of Illinois Urbana/Champaign’s division of campus recreation for nearly 19 years. For the past eight years, Ed has formally served as the division’s risk manager after having fulfilled this role informally for many years. He supervised one of the nation’s largest club sports program involving 45 clubs and nearly 2,000 student athletes. Ed also supervised a large aquatics program and the associated... Read More →


Monday September 22, 2014 10:20am - 11:35am
Salon F & G

10:20am

(CE) Institutional Risk Management and the Campus Conduct Process
ASCA Partnered Session: From a quick glance at recent headlines across the country, incidents on campus appear to be catching national attention. From active shooter situations to sexual assaults on campus. One possible reaction is increased federal and state regulation of campus conduct processes. One may wonder with increased regulation is it possible that campus conduct processes pose an element of risk to the institution? To better understand and to answer this question, one must first understand the nature of student conduct work. This session will focus on the history and current state of student conduct administration toward an understanding of institutional risk assessment.
Learning Objectives:
 Attendees will have an understanding of the history of
student conduct work within higher education
 Attendees will have a basic understanding of student
conduct administration within higher education
 Attendees will learn how student conduct practice may
inform/reduce institutional risk
 Attendees will gain familiarity with current
recommended standards of practice toward lowering
institutional risk

Speakers
MG

Matthew Gregory

Dean of Students, Louisiana State University
Matt Gregory is the Associate Dean of Students and Director of Student Advocacy & Accountability at Louisiana State University. Matt is in his 14th year working in higher education administration. He also has 6 years of experience in law enforcement at the campus and federal levels. Matt has a Doctorate of Philosophy degree with a dissertation focus on male advocacy against sexual coercion on campus. Matt is the current President of the... Read More →


Monday September 22, 2014 10:20am - 11:35am
Bluegrass 1 & 2

10:20am

(CE) Managing Risk Intelligently -- A New Normal
Higher education is facing a paradigm shift in external perception of operating as a global business which is driving conversation around metrics such as return on investment, financial consequences when risk isn’t managed intelligently and the illusive “value of education.” These dynamics have influenced the role of risk management with many emerging challenges for those professionals who strive to continually raise the bar in their leadership. This session will discuss those challenges which are influencing perception of strategic risk management on campus, how governance is leading to new accountability, review litigation that supports greater compliance and role clarity amidst those issues.
Learning Objectives:
 Understand the evolution of risk management in
higher education
 Review emerging influence that is creating "new
blueprint" for roles
 Role clarity among risk management, audit and
compliance
 Strategic Risk Management as the new normal

Speakers
avatar for Jean Demchak

Jean Demchak

Managing Director, Marsh USA, Inc.
D. Jean Demchak is responsible for managing Marsh’s global education and public entity practice. She also manages the integration of Marsh & McLennan companies in the education sector. Her responsibilities include managing and coordinating the education resources of the firm, assisting the various local offices with education issues, designing and building products for education, and serving as liaison with the marketplace, developing and... Read More →
avatar for Gary Langsdale

Gary Langsdale

University Risk Officer, Pennsylvania State University
Gary Langsdale serves as university risk officer for The Pennsylvania State University, a position he has held since 2003 with responsibility for enterprise risk management including operational, hazard and privacy risks. Previously he was director of risk management at International Paper Company. Mr. Langsdale has nearly 40 years of experience in the insurance and risk management field, contributed to three recent white papers for URMIA and... Read More →
MS

Merrill Schwartz

Vice President, Association of Governing Boards of Universities and Colleges (AGB)
Merrill P. Schwartz, Ph.D., is the vice president for AGB Consulting for the Association of Governing Boards of Universities and Colleges. Schwartz’s primary responsibilities include managing a consulting practice of governance experts serving AGB member colleges, universities, systems, and foundations. As a member of AGB’s leadership team, she contributes to achieving the organization’s strategic goals. Previously, Schwartz served as the... Read More →


Monday September 22, 2014 10:20am - 11:35am
Salon E

11:50am

Awards Luncheon and Roundtable Discussions
Monday September 22, 2014 11:50am - 1:15pm
Ballroom

1:30pm

Connect 1-2-3!
Are you hoping to learn more about URMIA and how you can get the most out of your conference and member experience? This session led by the membership committee and the URMIA home office staff has an overarching focus on member engagement, support and development. It will provide suggestions and opportunities, share available member resources, facilitate networking, and answer your questions.
Learning Objectives:
 Network and connect with other members
 Learn specific ways to maximize your member and conference experience
 Discover more about URMIA resources and opportunities

Speakers
MD

Melissa Diaz

Risk Advisor, Alliant Insurance Services
Melissa Diaz joined the Alliant Insurance Services team as a Risk Advisor with the Specialty Group in early 2013. She is based in San Francisco, CA. Melissa has 12 years of risk management experience. Her areas of expertise within the Public Entity sector include Higher Education, Healthcare, K-12 schools, Nonprofits, Cities/Counties and Airports. She also has experience working with various types of Real Estate accounts (Commercial... Read More →
JK

John Kerr

Director of Risk Management and Insurance, University of Toronto
AR

Anthony Retort

Risk Services Manager, University of San Francisco
Anthony Retort is the risk services manager at the University of San Francisco, where he has been for just over 3 years now. He previously came from Marsh & McLennan, working in their Global Casualty department in San Francisco. He earned a B.A. in Economics from UCLA and an MBA from the University of San Francisco. His responsibilities with USF include serving on the Crisis Management & Behavioral Intervention Team, Resilience Committee, and... Read More →
avatar for Keely Sims

Keely Sims

Director of Membership and Events, URMIA


Monday September 22, 2014 1:30pm - 2:45pm
Filly - Thoroughbred

1:30pm

(CE) Enterprise Risk Management Implementation - Foundations and Reflections of a University Chief Risk Officer at the Five Year Milestone
This presentation will include an introduction to key aspects of ISO 31000, an example enterprise risk management implementation model adapted for colleges and universities, and important considerations for developing an ERM strategy for a college or university. Participants will also hear directly from a Chief Risk Officer at a medium-large sized university about key lessons learned after five years of introducing and establishing an ERM program.
Learning Objectives:
 Receive a basic frame of reference for implementing an ERM
program (or enhancing a pre‐existing ERM program) to include
an overview of ISO 31000
 Learn about successful and practical strategies for advancing
ERM and a risk‐aware culture in a higher education
environment
 Hear concrete examples and tips from a practicing risk manager
who has successfully led the implementation of an ERM
program at a large state system university

Speakers
DG

Dorothy Gjerdrum

Senior Managing Director, Gallagher - Public Sector
As executive director of Gallagher’s public entity and scholastic division, Ms. Gjerdrum leads 300 Gallagher insurance brokers and specialists dedicated to public sector clients across the United States, focusing on issues of risk management, exposure identification, pool operations and enterprise risk management. In addition to leading the broker group, Ms. Gjerdrum provides consulting and risk management services to select Gallagher public... Read More →
avatar for Tim Wiseman

Tim Wiseman

Assistant Vice Chancellor, East Carolina University
Tim Wiseman joined the administration at East Carolina University (ECU) to develop, implement and sustain the university’s enterprise risk management (ERM) program. Mr. Wiseman leads ECU’s effort to recognize, measure and assess business risk from an enterprise-wide perspective. Hired in July of 2009, Mr. Wiseman assists in the establishment of effective monitoring and control measures, and advises senior administration officials on risk... Read More →


Monday September 22, 2014 1:30pm - 2:45pm
Salon E

1:30pm

(CE) Complying with Foreign Law in Establishing International Programs
In education abroad, U.S. based colleges, universities and providers need to comply with and be cognizant of local laws and regulations for the countries in which they operate. Through their own professional experience with programs abroad, the presenters will explore legal, regulatory and other compliance requirements abroad that may impact each college or university’s current or future international operations. Various considerations include hiring local staff, complying with tax laws and forming legal entities (if required) to ensure legal compliance. While complying with regulations abroad, universities and colleges must also consider their own institutional standards and guidelines. This session will further explore the idea of institutional health, safety and crisis management standards that go beyond the field's minimum requirements by creating augmented individualized standards or guidelines to help colleges, universities and providers review, identify, articulate and personalize their own enhanced health and safety standards within the context of international compliance.
Learning Objectives:
 Establishing a local presence abroad in countries where they have International programs
 Gaining a better understanding of how host countries' labor laws and regulations apply to U.S. organizations
 Learning how to create their own institutional standards or guidelines for their institutions operations abroad

Speakers
BH

Bill Hoye

Chief Operating Officer & General Counsel, IES Abroad
William Hoye is the executive vice president, chief operating officer and general counsel at IES Abroad in Chicago, a non-profit organization providing premiere study abroad programs to over 5,000 U.S. college and university students per year. At IES Abroad, Mr. Hoye focuses on overseeing risk assessment, crisis management, contracts, real estate, student affairs and human resources. Prior to joining IES Abroad, Bill Hoye served as the... Read More →
avatar for Stacey Tsantir

Stacey Tsantir

Director of International Health, Safety and Compliance, University of Minnesota
Stacey Tsantir is the director of international health, safety and compliance at the University of Minnesota. Ms. Tsantir is responsible for international health, safety, security and liability issues for students, staff and faculty across the university’s five-campus system. She manages the university’s international policies, emergency planning and response, international medical and security insurance, international travel committee, and... Read More →


Monday September 22, 2014 1:30pm - 2:45pm
Salon IX & X

1:30pm

(CE) Common Horse Sense in Managing Sports Medicine Risks
Given the high profile of intercollegiate athletics on campus, and the potential litigation from a poor outcome impacting the institution, collaborating with the sports medicine operation is highly recommended for any university risk management professional. This panel discussion will focus on key areas of liability in the sports medicine operation, legal considerations, and claims processes for athletic injuries. It will offer best practices risk prevention measures for consideration as well. Each panelist will speak for 10-12 minutes followed by a question and answer session. The panel facilitator will survey select higher education risk management professionals prior to the session to obtain questions to pose to the panelist. The audience will also be able to ask questions.
Learning Objectives:
 Understand the key areas of potential liability to sports
medicine operations. Topics including, pre‐participation
physical examination process, medical decisions, concussion
policy, student athlete mental health considerations and
emergency action planning.
 Understand the practical steps to mitigate risk and plan for
potential liabilities to better care for student athletes and to
manage risk to universities.

Speakers
TN

Timothy Neal

Assistant Director of Athletics for Sports Medicine, Syracuse University
Timothy Neal is the assistant director of athletics for sports medicine at Syracuse University, where he provides leadership and supervision of seven full-time athletic trainers and 10 graduate assistant athletic trainers. He’s also a member of the New York State Board of Athletic Training and received the National Athletic Trainers’ Association’s Most Distinguished Athletic Trainer Award in 2010. Neal also received the 2013 New York... Read More →
EQ

Eric Quandt

Lawyer, Scharf Banks Marmor LLC
Eric Quandt is a trial attorney practicing in Chicago with significant experience in sports medical legal issues. He was one of the founders of the Institute for Sports Medicine and Sports Law. Eric has represented institutions, team physicians, athletic directors and athletic trainers in a variety of claims involving intercollegiate sports. He has been a course director with others in organizing four national conferences with faculty from around... Read More →
avatar for Richard Spiers

Richard Spiers

Vice President, Claims, Genesis Management and Insurance Services Corporation
Mr. Spiers has been in the insurance industry since 1980. Since 1985, he has been a claim executive in the reinsurance and excess marketplace and has been with Genesis Management and Insurance Services, a subsidiary of General Reinsurance, since 1997. He has extensive, nationwide experience handling the wide array of claims faced by public entities, K-12 school districts and the higher education sector. Based in Chicago, he has worked for... Read More →


Monday September 22, 2014 1:30pm - 2:45pm
Salon F & G

1:30pm

(CE) The Campus Construction Race is On!
The campus construction race is on! Owner and contractor controlled insurance programs are neck and neck! In this session, a university’s director of capital projects,[ a risk manager], a construction insurance consultant, a casualty underwriter and a broker will examine the pros and cons of each. Particular attention will be given to the budget and reconciliation conundrum given the long term nature of both OCIPs and CCIPs.
Learning Objectives:
 Know how to evaluate the feasibility of an OCIP or
CCIP proposal as well as understand the different
roles/responsibilities the institution has under the two
scenarios..
 Be given tools to reconcile financial impact of overall
program on an ongoing basis as well as final.
 Be given tools to work with individual Project
managers in the context of a multi‐project, multi‐year
program

Speakers
JA

Jon Alvarez

Capital Program Director, Wellesley College
Jon Alvarez has more than 35 years of experience in the design and construction industry including 22 years of program and project management experience in higher education. He possesses particular expertise in master planning, program management, capital planning, and complex capital building development planning. Mr. Alvarez serves as the Director of the Capital Program Management office at Wellesley College and is responsible for the... Read More →
BC

Beverly Costello

Director, Cross Insurance Higher Education Division
Beverly Costello is the director of Cross Insurance, Inc.’s Boston office and is an insurance industry veteran with more than 30 years of experience. In addition to managing the Boston office, Ms. Costello is directing the Cross Insurance Higher Education Division team of specialists in providing expert service, consulting and customized insurance and risk management solutions to colleges and universities nationwide.
RR

Rich Resnick

President, Project Risk Consultants
For over 40 years, Mr. Resnick has been associated with the insurance industry, earning a reputation for particular expertise in the design and development of project specific insurance programs. Mr. Resnick has been involved in well over 100 major projects totaling in excess of $17 billion in values. He has extensive experience in all project related insurance coverages, and serves as an outstanding resource for all clients (owners and... Read More →


Monday September 22, 2014 1:30pm - 2:45pm
Bluegrass 1 & 2

2:45pm

Conference Break
Take a moment to visit the cyber café, sponsor tables, and the Innovative Risk Management submissions! Thank you to our conference sponsors.


Monday September 22, 2014 2:45pm - 3:00pm
Prefunction

3:00pm

URMIA Affiliates Meeting
Monday September 22, 2014 3:00pm - 3:30pm
Bluegrass 1 & 2

3:00pm

Roundtable - Community College Discussion
(Institutional Members Only) New to the Annual Conference, the Roundtable sessions will provide institutional members a chance to discuss current issues and challenges with peers, in an informally moderated environment.

Monday September 22, 2014 3:00pm - 4:30pm
Paddock

3:00pm

Roundtable - Comprehensive/Doctoral Institution Discussion
(Institutional Members Only) New to the Annual Conference, the Roundtable sessions will provide institutional members a chance to discuss current issues and challenges with peers, in an informally moderated environment.

Monday September 22, 2014 3:00pm - 4:30pm
Salon E

3:00pm

Roundtable - Research Institution Discussion
(Institutional Members Only) New to the Annual Conference, the Roundtable sessions will provide institutional members a chance to discuss current issues and challenges with peers, in an informally moderated environment.

Monday September 22, 2014 3:00pm - 4:30pm
Salon F & G

3:00pm

Roundtable - Small Institution Discussion
(Institutional Members Only) New to the Annual Conference, the Roundtable sessions will provide institutional members a chance to discuss current issues and challenges with peers, in an informally moderated environment.

Monday September 22, 2014 3:00pm - 4:30pm
Salon IX & X

4:00pm

URMIAnetwork Open Hours
Stop by the cyber café to learn more about the URMIAnetwork from URMIA's Knowledge Center Content Manager, Glenn Klinksiek, and URMIA's Communications and Community Coordinator, Luke Zimmer. Learn how to add photos and information to your member profile, post questions and resources to URMIAnetwork libraries, and more!

Speakers
GK

Glenn Klinksiek

Knowledge Center Content Manager, URMIA
LZ

Luke Zimmer

Communications & Community Coordinator, URMIA

Sponsors
BC

BMS Cat

BMS Cat
From fire and water damage restoration, to document and media recovery, to mold remediation and much more, BMS CAT® specializes in the restoration of commercial properties on a global basis. Whether you're a commercial, institutional or government facility, you can count on us to get you up and running efficiently and cost-effectively.
SN

Safety National

Safety National
Safety National is a versatile alternative market insurance provider that offers a broad range of risk funding products through insurance agents and brokers. Founded in 1942, Safety National is the leading provider of excess workers compensation coverage to self-insured employers and groups nationwide and has provided that type of coverage longer than any other company in the United States. With the addition of a Large Casualty Program, which... Read More →


Monday September 22, 2014 4:00pm - 5:00pm
Salon VII-VIII

6:30pm

Meet and Greet Dinners
Monday September 22, 2014 6:30pm - 9:30pm
Foyer of KY Ballroom A
 
Tuesday, September 23
 

7:30am

Breakfast 9/23/14
Sponsors
UE

United Educators Insurance

United Educators
United Educators (UE), a liability insurer for educational institutions, celebrates 25 years of service to members this year. More than 1,200 schools, colleges, and universities--ranging from small, private colleges to multi-campus research institutions--rely on UE for their liability insurance and risk management. We go beyond delivering insurance; we help members prevent losses from occurring. Through our website, members can access more than... Read More →


Tuesday September 23, 2014 7:30am - 8:00am
Ballroom

8:00am

General Session: 'Future Is the Past: A General Counsel's View of Trends in Higher Education,' William Thro
William Thro, General Counsel of the University of Kentucky, will offer his perspectives on the changing landscape of higher education and its impact on institutional risk.

Speakers
avatar for William E. Thro

William E. Thro

General Counsel, University of Kentucky
William E. Thro, the general counsel of the University of Kentucky, is an accomplished attorney, academic and appellate advocate. | | As the chief legal officer for the University of Kentucky, he provides proactive advice on critical legal and policy issues confronting a public flagship land grant research university with an integrated academic medical center and a high profile athletics program. Prior to assuming his present position in 2012... Read More →


Tuesday September 23, 2014 8:00am - 9:00am
Ballroom

8:00am

9:20am

From Backroom to Boardroom: Raise Your Profile and Advance Your Higher Education Career
The risk management landscape in higher education has changed over the last several years. The title and role of those charged with risk management is shifting as executive leaders and governing boards pay more attention to risk. Learn how you can capitalize on the changing landscape to expand your role in higher education and move from tactile to strategic thinking and gain a seat at the table while you do so! Hear how other URMIA members have expanded their roles and become persons of influence with the C-suite.
Learning Objectives
1. Attendees will be able to identify the knowledge, skills and abilities that are necessary to work effectively at the C-suite level.
2. Participants will learn how to raise their visibility and gain the trust and respect of senior administrators.
3. Attendees will learn how to take their institutional and technical knowledge and use it as a springboard to become a major contributor to university/college – wide strategic initiatives.


Moderators
avatar for Christine Eick

Christine Eick

Executive Director of Risk Management and Safety, Auburn University
Christine Eick serves as the executive director of risk management and safety for Auburn University; she has responsibility for enterprise risk management and all safety and environmental health programs. Dr. Eick is a member of Auburn University’s presidential advisory group and has broad university administrative responsibilities. Dr. Eick has over 25 years of experience in the insurance and risk management field with 20 of those years in... Read More →

Speakers
AI

Anita Ingram

Associate Vice President and Chief Risk Officer, Southern Methodist University
Anita Ingram has more than 25 years of insurance, risk management, and loss control experience. Ms. Ingram has been leading risk management at SMU since 1996 and now serves as the lead executive responsible for police, risk management, environmental health and safety, emergency management on all three SMU Campuses. Ms. Ingram’s office actively builds and maintains critical relationships with other law enforcement and first responder agencies at... Read More →
DP

David Pajak

Director of Risk Management & Chief Emergency Management Officer, Syracuse University
David Pajak has 25 years of experience in higher education risk management and has served as the director of risk management, environmental health and safety for Syracuse University since 1990 and was appointed chief emergency management officer in 2008. He leads, develops, directs, and coordinates risk management, environmental health and safety programs, emergency management, litigation and claims management, property and liability self-insured... Read More →
avatar for Lisa Zimmaro

Lisa Zimmaro

Assistant Vice President of Risk Management & Treasury, Temple University
With more than 20 years of risk management experience, Lisa Zimmaro is the assistant vice president for risk management and treasury for Temple University and previously the risk manager for Princeton University. Ms. Zimmaro graduated summa cum laude from Holy Family University with a BA in humanities and obtained her JD from the Temple University School of Law. Ms. Zimmaro is licensed to practice in New Jersey and in the US District Court for... Read More →


Tuesday September 23, 2014 9:20am - 10:35am
Salon F & G

9:20am

(CE) Best Practices in Reducing Losses from Campus Housing -“ Implementing an Official Renters Insurance Programs'
Nearly 3 million residents live in student housing on college campuses across the country. Yet, many of these students have a gap in coverage to protect their personal property from losses and are incapable for paying for unintentional damages that they are liable for. With a reported more than 17,000 annual thefts reported on campuses and nearly 3,000 fires, schools are implementing renters insurance programs to help students overcome losses while also protecting the school from unpaid claims. The presentation will feature national research from student housing officials and discuss efforts by risk managers to reduce the property losses through implementing official renters programs. The discussion will also include trends in off-campus student housing operators, where more than 2/3 of operators now require proof of liability insurance coverage. The panel of risk managers will discuss three alternative ways to implement an official program.
Learning Objectives:
 Learn how a large university system, a public and private university are
aiming to reduce property and liability losses by adopting official insurance
education and renters insurance programs.
 Official renters insurance programs are those where schools fully disclose
resident / student liability liability as part of the university housing process
AND provide the opportunity to mitigate this risk through a convenient
enrollment process.
 Discuss alternative ways to mitigate the risks to both institutions and
students through official renters insurance programs.

Speakers
avatar for Steve Bryant

Steve Bryant

Managing Director of Risk Management and Emergency, Texas Tech University System
Steve Bryant has served in the insurance and risk management industry since 1981. His career has included servicing personal lines to large commercial accounts, corporate risk management, and risk management consulting. He joined Texas Tech as managing director of risk management in 2002 as its first full-time risk manager. Responsibilities include revising, developing, and implementing operating policies, programs, and protocols directly... Read More →
avatar for Benjamin Evans

Benjamin Evans

Executive Director, Office of Risk Management & Insurance, University of Pennsylvania
Ben Evans is the executive director of risk management and insurance at the University of Pennsylvania. His responsibilities include oversight of the insurance and risk management programs for the university and the University of Pennsylvania Health System. Prior to joining Penn, Mr. Evans served as director of risk management and insurance at Temple University. In that role, Mr. Evans was responsible for management of various university and... Read More →
JF

John Fees

Co-Founder & CEO, NGI Group / GradGuard
John Fees is the co-founder and CEO of Sallie Mae Insurance Services which has designed nationally available insurance programs for the collegiate market including tuition protection, renters insurance and international and domestic student health insurance programs. Sallie Mae Insurance Services is a dba of Next Generation Insurance Group LLC the licensed entity for all insurance programs.


Tuesday September 23, 2014 9:20am - 10:35am
Bluegrass 1 & 2

9:20am

(CE) Liquidated Damages: The Penalty for failing to achieve the impossible. Construction Defect/Delay Response Strategies for University Risk Professionals
Construction projects represent significant capital investments by the university, as well as impacting the coordination of classroom scheduling, housing plans, and initial enrollment. Construction defects and/or delays can be incredibly costly to the university due to the delays in putting that building into service, the reputational risk associated with having a project go bad, as well as the negative media attention and bodily injury risk when a structure collapses or burns. Construction projects are by their very nature complex, and require an immense amount of coordination by up to 100 different parties. How does a university successfully control the chaos, and at the end, receive what they intended? This presentation will provide risk managers with an overview of the construction process and methodologies in managing these projects. In addition, LWG will discuss the common construction defect and delay causes, their impact on the overall project, as well as will review coverage considerations, recovery options, and insurance policy developments.
Learning Objectives:
 Develop familiarity with various types of
construction defect/delay issues and the risks they
pose for colleges/universities
 Have a basic knowledge of the common
construction defect/delay causes and best practices
for mitigating against such incidents
 Be introduced to up‐to‐date insurance coverage
considerations, recovery options, and OCIP/CCIP,
other insurance policy developments.

Speakers
TC

Timothy Christ

Director, LWG Consulting
Tim Christ is a Director in LWG Consulting’s forensic engineering group. Mr. Christ began his forensic engineering career in 2001 in South Texas during the mold catastrophe days. He has worked with hundreds of lawyers and adjusters, throughout the U.S. and Latin America, on all manner of claims, ranging from 1st party property to 3rd party liability, cyber, oil & gas, surety, fidelity, builder’s risk, and others. He has investigated thousands... Read More →
avatar for John Santos

John Santos

Claims Coordinator, University of Texas System
Mr. Santos is the claims coordinator for the office of risk management at The University of Texas System Administration. He is primarily responsible for providing claims preparation guidelines and assist the institutions with claim submissions, including inspections, measurements, documentation, evaluation, and guidance and direction on claims involving property damage and business interruption, workers' compensation, general liability... Read More →


Tuesday September 23, 2014 9:20am - 10:35am
Salon IX & X

9:20am

(CE) ERM and Research Safety: Lessons from the University of California
CSHEMA Partnerned Session: The death of UCLA researcher Sheri Sangji in 2008, and the subsequent criminal charges filed related to her death has elevated the discussions of laboratory safety at campuses across the nation. The American Chemical Society has issued several publications regarding laboratory safety culture and the National Academies of Science formed a task force to provide recommendations on how to improve research and laboratory safety in academic institutions.
While these publications will help provide further evidence that improvements in laboratory operations are needed; the primary focus appears to be concentrated on improving regulatory compliance and enforcing existing rules. The University of California is looking beyond regulatory compliance by leveraging its enterprise risk management program to evaluate and improve its research operations. By understanding the operational, financial, hazard, compliance, and reputational risks associated with research operations, the UC system has committed resources that not only improve safety in its laboratories, but optimize risk that is essential for innovation in a research environment. This has led to a systemwide policies on laboratory safety, purchase of laboratory coats, development of systemwide laboratory safety training, and the development of software that enables safe research and improves research operations.
Learning Objectives:
 Increased understanding of the impact that research operations have on operational, hazard, financial, and strategic risks.
 Understanding of the changing regulatory and funding landscape that will affect research operations in the future.
 How to leverage an enterprise risk management approach drive change and implement new programs.

Speakers
avatar for Ken Smith

Ken Smith

Executive Director of EH&S, University of California, Office of the President
| | Ken has served the UC system for 24 years in the areas of Radiation Safety and Research Safety. An alumnus of UC Santa Cruz, Ken received his degree in Biochemistry and Molecular Biology. Ken holds board certifications in both Industrial Hygiene and Health Physics. | | Ken is a nationally recognized expert in Health and Safety in complex research environments. He has been an invited speaker for organizations such as the American... Read More →
EY

Erike Young

Global Safety Manager, Google (formerly with University of California)
Erike Young is the director of environment, health, and safety for the University of California (UC), Office of the President. As the director of EH&S, Mr. Young is responsible for providing system-wide direction, coordination, and assistance to the campuses, hospitals, and national laboratories in the development, implementation, and maintenance of policies, procedures, and programs necessary to maintain a safe and healthy environment for... Read More →


Tuesday September 23, 2014 9:20am - 10:35am
Salon E

10:00am

Tour: Tuesday - Horses in Bluegrass
Horses, history and hospitality are showcased for your complete enjoyment when you visit some of the most incredible and lovely scenery in America! The beauty of the land comes alive with the sounds of horses neighing in the lush Bluegrass Country side, hundreds of miles of rolling hills outlined with white or black plank fences and the excitement of champion horses racing to the finish line. You’ll visit the Kentucky Horse Park, the only facility of its type in the nation, bringing the history of equine breeds from around the world to the famous Bluegrass Region. Experience the behind-the-scenes sights and sounds of this real 1032 acre working horse farm as you investigate the grounds. Horses, history and hospitality are showcased for your complete enjoyment when you visit some of the most incredible and lovely scenery in America! The beauty of the land comes alive with the sounds of horses neighing in the lush Bluegrass Country side, hundreds of miles of rolling hills outlined with white or black plank fences and the excitement of champion horses racing to the finish line. You’ll visit the Kentucky Horse Park, the only facility of its type in the nation, bringing the history of equine breeds from around the world to the famous Bluegrass Region. Experience the behind-the-scenes sights and sounds of this real 1032 acre working horse farm as you investigate the grounds.

Tuesday September 23, 2014 10:00am - 3:00pm
Foyer of KY Ballroom A

10:35am

Conference Break
Take a moment to visit the cyber café, sponsor tables, and the Innovative Risk Management submissions! Thank you to our conference sponsors.

Sponsors
T

Travelers

Travelers
Travelers provides insurance products and services designed to meet the needs of today's industries. For more than 30 years, our Commercial Accounts educational institution customers have benefited from specialized coverages, industry-specific underwriting, risk control analysis, and claim service tailored to the unique insurance exposures of colleges and universities, two-year schools, and private elementary and secondary schools across the... Read More →


Tuesday September 23, 2014 10:35am - 10:55am
Prefunction

10:55am

(CE) CREATING RESILIENT UNIVERSITIES: Advancing Enterprise Risk Management & Organizational Resilience on Campus
Achieving organizational resilience requires an interdisciplinary and integrated systems approach to risk management, emergency management and business continuity and general operations of your campus. At the core a resilient organization must be able to achieve its core objectives in the face of adversity. Effectively reducing the size, frequency and duration of crises (vulnerability), while improving the ability and speed of the organization to manage crises effectively (adaptive capacity). To effectively manage risk and crises, organizations need to recognize and evolve in response to the complex system within which the university functions and the external forces that impact it.
Learning Objectives:
 Understand the core differences and strengths/weaknesses of
enterprise risk management (ERM) and Organization Resilience
(OR) models and philosophies.
 Learn ways to integrate ERM and OR to help achieve
programmatic and institutional directives.
 Review simple tools and resources to help start or advance the
process of building a more resilient university.

Speakers
DD

Deb Donning

Risk Manager, University of Oregon
Deb Donning has been the risk manager for the University of Oregon since February 2012, joining the office earlier as assistant risk manager. Prior to working in the office of risk management, Ms. Donning was the chief of staff in the office of the general counsel and has worked for the University of Oregon for over twenty years. She is a member of University Risk Management and Insurance Association (URMIA), Public Risk Management Association... Read More →
AL

Andre Le Duc

Chief Resilience Officer and Associate Vice President, University of Oregon
André Le Duc’s professional career and academic research is focused on the development of community and organizational resilience. Mr. Le Duc is Associate Vice President of Safety and Risk Services (SRS) – Chief Resilience Officer at the University of Oregon. The SRS portfolio provides leadership, expertise, and guidance on a variety of topics related to risk management, law enforcement, occupational health and safety, fire and life... Read More →


Tuesday September 23, 2014 10:55am - 12:10pm
Bluegrass 1 & 2

10:55am

(CE) Our Students Are Going Where?
With the increasing participation by students in a wide assortment of experiential learning initiatives, risk managers are increasingly being challenged with helping to safeguard their students from a variety of unique exposures. This panel discussion will present an overview of experiential learning programs at two Michigan universities and offer some alternative risk management actions that have helped these institutions mitigate the diverse risks associated with these programs.
Learning Objectives:
 Greater awareness of how worldwide experiential learning programs have
greatly expanded student travel risks.
 Understanding of global risk management concerns with worldwide student
travel experiences
 How Saginaw Valley State University and the University of California –
Riverside are dealing with these travel risks
 Learn about other possible risk management considerations related to
student travel risks

Speakers
EH

Erica Healander

Director, Risk Management, University of California, Riverside
Erica Healander is the manager of risk management and workers’ compensation at Eastern Michigan University (EMU). She is responsible for the university’s insurance and loss control programs. Erica also leads proactive risk assessments and develops and implements mitigation strategies specific to identified risks. She is currently Chair of the University Compliance Committee. Erica served 3 consecutive terms as the Chair of the... Read More →
RP

Richard Perry

Loss Control Consultant, Marsh USA, Inc.
Richard Perry, safety consultant at Marsh USA Inc., specializes in risk consulting services associated with safety, security, fleet, and liability prevention programs for educational institutions. He currently provides safety management consulting, safety training and safety program development assistance, and site evaluation surveys to a wide variety of both public and private facilities within Marsh's Higher Education Practice. | Mr. Perry... Read More →
TR

Tony Rey

Senior Vice President, Marsh USA, Inc.
Tony has over 20 years of education experience that includes advice in the structure, design, placing, and servicing of complex property and casualty programs for individual universities, colleges, large public education districts, integrated risk programs, and working with large risk retention groups, large consortiums and large pools of public and private universities. Tony was a team leader of brokers for over 8 years whom were exclusively... Read More →
CS

Connie Schweitzer

Director of Business Services and Risk Management, Saginaw Valley State University
Connie Schweitzer is currently the director of business services for Saginaw Valley State University where she also directed the development and administration of Saginaw's risk management program. Ms. Schweitzer also earned her Master's Degree from Saginaw Valley State University and later managed the purchasing department, central stores and receiving, graphics center, and mailroom and communications for Saginaw Valley. Ms. Schweitzer has... Read More →


Tuesday September 23, 2014 10:55am - 12:10pm
Salon F & G

10:55am

(CE) Risk & Insurance in Higher Ed Contracts
Reviewing a contract from a risk management perspective should include the entire contract, not only the insurance clause. In fact, a contract can include over twenty contract clauses that directly or indirectly address insurance and risk. Every risk manager should know how to identify and amend all of these clauses to provide the maximum protection for their institution. In addition, testimony will be given on how one institution includes the risk manager in its contract review process and saves money.
Learning Objectives:
 Learn which contract clauses directly or indirectly
address insurance and risk.
 Learn how to amend contract clauses directly or
indirectly, address insurance and risk.
 Learn the costs benefits of including the risk manager
in the contract review process.

Speakers
NB

Natasha Baker

Partner, Hirschfeld Kraemer LLP
Natasha J. Baker is a partner with Hirschfeld Kraemer LLP, in the firm's San Francisco office. Ms. Baker advises private and public institutions of higher education on a broad range of legal matters, including labor, employment, student affairs and compliance issues. She is a member of the National Association of College and University Attorneys and the co-chair of the Higher Education Council of the Employment Law Alliance. Ms. Baker recently... Read More →
LD

Larry Deger

Executive Director, Strategic Risk Management, EIIA
Larry Deger is an executive director, strategic risk management at EIIA, an insurance purchasing consortium of over 125 church-related education institutions. Since joining EIIA in 1993, Mr. Deger has assisted small private colleges and universities with their risk management/loss control programs and major claims. His current responsibilities include identifying and developing solutions for the EIIA consortia member institutions’ emerging risk... Read More →
ML

Mark Logel

Director, Administrative Services and Risk Management, University of Evansville
Mark J. Logel is the director of administrative services and risk management and in his 25th year with the University of Evansville (UE). Mr. Logel currently oversees the functions of risk management, environmental management, recycling, purchasing, mail services, p-card operations, copy services, and receiving. Prior to taking on the risk management function approximately eight years ago, Mr. Logel had responsibility for telecommunications... Read More →


Tuesday September 23, 2014 10:55am - 12:10pm
Salon E

10:55am

(CE) The Anatomy of a Data Breach: Assess, Secure, Respond
Data breaches are as common as the cold, requiring an ongoing approach to minimize their frequency, size, and impact in order to protect students, staff, and the sensitive information they manage. Universities and colleges with large volumes of high-value data, credit card numbers, SSNs, medical records, and research, are particularly vulnerable to data breaches. This session will cover everything you need to know about data breaches including existing and emerging risk factors, cyber threat trends, recommended proactive efforts, and breach response best practices, including some updates to the cyber insurance. Participants will learn about leading causes of data breaches in higher education, what organizations are at the highest risk, how to manage risk and protect your assets with risk transfer techniques, and hear about lessons learned from the University of California.
Learning Objectives:
 Learn the difference between an incident and a
breach and how to respond to both.
 Understand the present data breach landscape
including leading causes, regulations and
enforcement, and how to identify areas of risk
exposure.
 Learn about the insurance coverage for this risk
 Learn how to navigate and act on the stages of a data
incident from discovery to response.

Speakers
avatar for Jeremy Henley

Jeremy Henley

Director of Breach Services, ID Experts
Jeremy Henley is the director of breach services for ID Experts, where they bring simplicity to the complex world of privacy incident response. | | Mr. Henley has direct oversight for all breach services. He has been certified by the Healthcare Compliance Association for healthcare privacy and compliance and brings more than 14 years of sales, consulting and leadership experience to the ID Experts team. When incidents happen, Henley and his... Read More →
GL

Gary Leonard

Interim-Director of General Liability, University of California, Office of the President
Gary Leonard, ARM-E, is the interim director of liability and property programs in the Office of Risk Services, Office of the President. The system wide liability and property programs include all General liability and property lines of insurance, and other enterprise programs covering student risk, foundations, travel, threat and security, cyber/privacy risk and equipment maintenance. Mr. Leonard is a graduate of the University of California... Read More →


Tuesday September 23, 2014 10:55am - 12:10pm
Salon IX & X

12:25pm

Luncheon and Annual URMIA Business Meeting
Tuesday September 23, 2014 12:25pm - 2:00pm
Ballroom

2:15pm

(CE) Emergency Management Standards: Their Crucial Role in Planning
Each of the standards applicable to higher education emergency management has pros and cons. All bring something of value, and all have gaps, some of them surprising. Do you pick a single one, or cherry-pick the best of each? Should you simply rely on "best practices" instead of using standards? Whether you are actively involved in emergency planning and could use some big-picture perspective, or on the sidelines at your school and want to be able to engage intelligently with your emergency management practitioner/s, a knowledge of the standards and the vital help they can offer to ensure your plan is optimized for your school, will be good for you professionally.
Learning Objectives:
 Understand the identity, history, context and role
of the major emergency planning standards as
they apply to higher education
 Observe how they can be used to accelerate
emergency plan development
 Become acquainted with the UCC Crosswalk of
Emergency Planning Standards, and find
nuggets of practical value in them

Speakers
TH

Troy Harris

Asst. VP for Institutional Resilience, Westmont College
As assistant vice president for Institutional Resilience at Westmont College in Santa Barbara CA, Troy Harris helps the college minimize preventable loss. As chair of the Standards Committee for the University & College Caucus of the International Association of Emergency Managers, he has worked for years on helping practitioners discover the wealth that's found in the many emergency management standards. Troy has made numerous well-received... Read More →


Tuesday September 23, 2014 2:15pm - 3:30pm
Salon IX & X

2:15pm

(CE) Has the Art of Catastrophe Underwriting Been Replaced by the Science of Catastrophe Modeling?
Natural catastrophe models are just some of the tools that help underwriters manage and finance natural catastrophe risks, such as hurricanes, winter storms, flood/storm surges and earthquakes. More and more, however, these models seem to have become the only tools. This presentation will help risk managers understand the strengths and limitations of catastrophe models, how models are now being extended to help risk managers better understand their true risk, how catastrophe models are typically used by underwriters, and how risk managers can work with underwriters to ensure their risk exposures related to natural catastrophe events are being analyzed, underwritten, and priced properly.

Speakers
avatar for Peter Fallon

Peter Fallon

Senior Vice President, Risk Strategies Company
Peter Fallon has over 25 years of experience in the insurance, reinsurance and broking industries in the United States and Bermuda. He began his career with Arkwright Mutual Insurance Company, now part of FM Global, serving in various roles in Boston, San Francisco and Dallas. Later, he worked for Swiss Re in Bermuda before returning to the United States in a brokerage role. At Risk Strategies, Mr. Fallon works with various higher education and... Read More →
SG

Sanjay Godhwani

Executive Vice President, Property and Programs, Berkshire Hathaway Specialty Insurance
Sanjay Godhwani is executive vice president of Berkshire Hathaway Specialty Insurance, responsible for the group’s property and programs business. Mr. Godhwani has been in the insurance industry for over 21 years, most recently as president of AIG Latin America and Caribbean and property product line Leader, AIG Property Casualty in the United States and Canada. Mr. Godhwani holds a Bachelor of Science degree from University of Illinois... Read More →
AG

Akshay Gupta

Senior Vice President & Director of Catastrophe Risk Engineering, AIR Worldwide
Dr. Akshay Gupta leads AIR Worldwide’s San Francisco office and the company’s Catastrophe Risk Engineering practice, which focuses on providing corporate risk managers, brokers, and insurers with engineering-based, site-specific risk assessment services for high-value and complex facilities and operations. Dr. Gupta also focuses on development of natural catastrophe risk models and projects that support disaster risk financing and... Read More →


Tuesday September 23, 2014 2:15pm - 3:30pm
Salon F & G

2:15pm

(CE) I've Got a Secret....and It's about Risk Assessment!
ACUA Partnered Session: Do you want to hear a secret about risk assessment? It may seem complicated, but it's really not if you learn the secrets from auditors who know the answers! University managers who are responsible for operations, departments, and risks will benefit from this session on how to conduct a risk assessment. Aft attending this presentation, participants will learn a new way to perform a risk assessment or self-assessment of their own operations, departments, and risk areas.
Learning Objectives:
 What is risk assessment?
 What are the benefits of
risk assessment?
 How do other institutions
conduct risk
assessments?
 How do I conduct a risk
assessment of my
operations?
 A really easy tool to use
for risk assessment!

Speakers
TS

Toni Stephens

Executive Director of Audit and Compliance, The University of Texas at Dallas
Toni Stephens, CPA, CIA, CRMA, is the executive director of audit and compliance at The University of Texas at Dallas (UTD). She received her bachelor of business administration degree in accounting from Texas A&M University. Toni has over 20 years in internal auditing experience at UTD. Prior to joining the university, she worked for the Texas State Auditor’s Office for seven years. Professionally active, Toni has served locally and nationally... Read More →


Tuesday September 23, 2014 2:15pm - 3:30pm
Bluegrass 1 & 2

2:15pm

(CE) Research Partnerships: A New Frontier?
Streaming revenue income for higher education remains a constant challenge. The competition for new revenue sources are complicated by changes necessary in the traditional risk management model and the resultant international expansion. An outcome of these efforts created many partnerships that bring their own set of challenges to protect both parties -- regardless of where they are located. This session will explore a partnership between University of Cape Town and JHU, lessons learned, challenges with NIH grants, and future aspirations. Also the related area of clinical trials and emerging claims activity will round out this session.
Learning Objectives:
 Pricing models for education linked to partnerships
 Case Study on a partnership that is effectively meeting
challenges.
 Impact of research commercialization and
reputational concerns.
 Risks arising from research and lessons learned

Speakers
avatar for Jean Demchak

Jean Demchak

Managing Director, Marsh USA, Inc.
D. Jean Demchak is responsible for managing Marsh’s global education and public entity practice. She also manages the integration of Marsh & McLennan companies in the education sector. Her responsibilities include managing and coordinating the education resources of the firm, assisting the various local offices with education issues, designing and building products for education, and serving as liaison with the marketplace, developing and... Read More →
LF

Lawrence Foley

Director of Risk Management and Insurance, Johns Hopkins University
Lawrence Foley has been the director of risk management and insurance at John Hopkins University since 2001. He oversees the university’s insurance and risk management function and is also actively involved in the management of the university’s captive insurance operation. Before joining the university he was employed by the insurance brokerage firm of Marsh, Inc. based in Detroit, MI. Prior to that he spent 10 years in the manufacturing... Read More →
PG

Peter Grant

Head: Financial Accounting & Reporting, University of Cape Town
Peter Grant joined the University of Cape Town’s finance department in 1983, having managed the audit on behalf of C&L since his arrival in Cape Town. He was appointed chief accountant in the early 1990s, the number two position within the department, and has acted in the position of director of finance on numerous occasions. Following a period in which he was deputy director to a major project, funded by the Mellon Foundation, to realign the... Read More →


Tuesday September 23, 2014 2:15pm - 3:30pm
Salon E

3:30pm

Conference Break
Take a moment to visit the cyber café, sponsor tables, and the Innovative Risk Management submissions! Thank you to our conference sponsors.

Sponsors
TH

The Hartford

The Hartford
Celebrating nearly 200 years, The Hartford is an insurance-based financial services company that serves households, businesses and employees by helping to protect their assets and income from risks, and by managing wealth and retirement needs. A Fortune 500 company, The Hartford is recognized widely for its service expertise and as one of the world's most ethical companies. More information on the company and its financial performance is... Read More →


Tuesday September 23, 2014 3:30pm - 3:45pm
Prefunction

3:45pm

(CE) Greener Campus, What Could Go Wrong
The number of green initiatives taking place at the nation's colleges and universities is on the rise. In fact, the American College and University Presidents Climate Commitment already has more than 670 signatories pledging to help the environment. From power generation through wind turbines and photovoltaic panels, to low VOC paint and Green Guard-certified carpeting and student-led recycling initiatives, increased investment also comes with increased risk. Hear about universities journey in becoming greener, including initiatives considered and what was ultimately implemented. Increase your understanding of risks associated with specific green initiatives, such as power generation and building materials. Take home a practical risk assessment questionnaire to help you master these risks for your school’s success. Institutions of all sizes that have or are considering investment in a greener campus can benefit from this session.
Learning Objectives:
 Gain insights into green campus trends and a
university’s journey in becoming greener
 Increase awareness of potential risks associated with
solar, wind, geothermal, and other green initiatives
 Take home a practical risk assessment tool to
understand risk during planning, installation, and
maintenance of green initiatives on campus.

Speakers
DD

Debra Denker

Industry Manager, Educational Institutions, Travelers Insurance
Ms. Debra Denker is the Industry Manager for Educational Institutions at Travelers providing a full range of insurance solutions for colleges and universities. Ms. Denker has over 20 years of experience working with risk managers on loss prevention and insurance solutions.
RJ

Randie Johnson

Purchasing & Risk Manager, Carleton College
Randie Johnson assumed her current position as risk and purchasing manager at Carleton College in 1997. She is a member of the National Association of Educational Procurement (NAEP) and URMIA. She was the past president of the Minnesota/Dakota NAEP region in 2005-2006. Ms. Johnson holds a bachelor's degree in business administration from the University of Minnesota-Duluth.
JJ

John J. Meriano

Assoc. Vice President for Auxiliary Services, Quinnipiac University
John J. Meriano, BS, MBA, is a 35-year employee at Quinnipiac University, Hamden, Connecticut. As the associate vice president for auxiliary services, he is responsible for university procurement, as well as overseeing all auxiliary functions, such as the food service, bookstore, laundry vending, and campus card office. In addition, he is responsible for all student health insurance and university-wide insurance.
PW

Peter Wilcox

Risk Control Technical Director, Travelers Insurance
As Technical Director in Risk Control, Pete coordinates risk control strategies for the identification and control of exposures in Construction, Transportation, and Clean Energy and Technology. Pete is particularly focused on wind and solar energy, identifying sound risk management practices for organizations that utilize renewable energy. Peter has 25 years of insurance experience and has worked with the Property, Technology, Commercial and... Read More →


Tuesday September 23, 2014 3:45pm - 5:00pm
Salon IX & X

3:45pm

(CE) Workers' Compensation Benchmarking Survey
PMA Companies and the University Risk Management and Insurance Association (URMIA) are conducting a survey of higher education risk managers (members of URMIA) in spring/early summer 2014. The survey will be conducted under the guidance of market research expert, James P. Murphy. Join us as PMA's Frank Altiere and URMIA's Executive Director, Jennifer Whittington, outline the details of this joint project between PMA and URMIA.

Speakers
avatar for Frank Altiere

Frank Altiere

President, PMA Management Corp.
Mr. Altiere is the president of PMA Management Corp. Prior to assuming his current position in January 1999, he held various positions since beginning his career with PMA, including risk control representative, account executive, district manager, branch manager, vice president, and regional vice president. Mr. Altiere is a graduate of Edinboro University. He has earned his CPCU, RIMS Fellow, ARM, AU, IIA, and AIS designations. Mr. Altiere... Read More →
avatar for Benjamin Evans

Benjamin Evans

Executive Director, Office of Risk Management & Insurance, University of Pennsylvania
Ben Evans is the executive director of risk management and insurance at the University of Pennsylvania. His responsibilities include oversight of the insurance and risk management programs for the university and the University of Pennsylvania Health System. Prior to joining Penn, Mr. Evans served as director of risk management and insurance at Temple University. In that role, Mr. Evans was responsible for management of various university and... Read More →


Tuesday September 23, 2014 3:45pm - 5:00pm
Salon F & G

3:45pm

(CE) The New Importance of Student Health Insurance
With the expansion of Medicaid and high deductible health plans students are unaware of the potential risk of out-of-pocket expenses should they encounter a claim. Limited provider networks may also pose a risk to students and could prevent them from continuing their education should they experience a medical situation. These health insurance trends affect employer-sponsored group, individual and government-run marketplace plans. School-sponsored student health insurance plans are affordable due to special rating rules and designed to promote access to care by incorporating minimal cost-sharing requirements, strong nationwide PPO networks, and coordination with student health centers. In addition, student health plans provide worldwide medical benefits and travel assistance services. Domestic students who only have access to out of state Medicaid, high deductible health plans, or an out of area HMO or EPO may need an affordable, comprehensive health insurance option. It is the consensus on many campuses that international students should have comprehensive health insurance that exceeds the Affordable Care Act requirements, if they are attending for longer than a semester. Without a school-sponsored student health insurance plan some students may have a difficult time navigating our healthcare system. It is now more important than ever to educate students on health insurance and make sure they are aware of the plans they are purchasing or currently insured under.
Learning Objectives:
 Understand the following:
 Issues students/schools are facing due to the shift in health
insurance programs under the Affordable Care Act (ACA)
 The effect of Medicaid expansion
 The federal and state insurance marketplaces and the
subsidies available through the marketplaces
 What groups on campus are most likely affected by the ACA
 Insurance company underwriting, medical trend, retention,
and ACA taxes

Speakers
JB

James Breeding

Director of Risk Management and Insurance, Rutgers, The State University of New Jersey
James Breeding has been the director of risk management and insurance at Rutgers, the State University of New Jersey for over 28 years. He is a member of the university's International Crisis Risk Assessment Team, Work Place Violence Risk Assessment Team, Life Health Safety Committee, and the Internal Review Board. In addition, he served on the executive committee of Genesis Limited, an association captive insurance company owned by 16 major... Read More →
WD

William Devine

President, University Health Plans, Inc.
Mr. Devine established University Health Plans in January of 1991. He was an assistant vice president for Sedgewick James prior to establishing University Health Plans. Responsibilities included the management and sales of student health insurance programs on a national basis. Previous to Sedgewick James, Mr. Devine was responsible for development, sales, and management of student health insurance plans for Blue Cross and Blue Shield of... Read More →
MW

Melinda Ward

Associate Risk and Compliance Officer, Rochester Institute of Technology
Melinda Ward is the associate risk & compliance officer at Rochester Institute of Technology. She has served in this position since 2011, previously serving as the director of risk management & insurance beginning in 2008. Melinda's current duties include assisting with the oversight of the university’s risk and compliance programs and providing strategic leadership to the environmental health and safety department. She is responsible for the... Read More →


Tuesday September 23, 2014 3:45pm - 5:00pm
Bluegrass 1 & 2

3:45pm

Higher Education Compliance: An Enterprise Approach
Assuring compliance with the myriad of laws and regulations facing institutions of higher education can seem to be an impossible task–and we all know the stakes are high. However, there are many institutions leading the way to a centralized model that places leadership of the effort with a compliance officer or committee to systematically improve the process and assign "compliance owners” to each area. This session will present a model for viewing compliance management much the same as enterprise risk management and discuss the specific areas higher education institutions need to address.

Speakers
JC

Jeff Chasen

Director of Institutional Compliance, University of Kansas
Jeff Chasen serves as the Director of Institutional Compliance at the University of Kansas. In this role, Jeff has established KU's first-ever institutional-level compliance program, and he also is collaborating with KU's Director of Risk Management to develop an ERM program. Before that, Jeff served as President of in2vate, llc (formerly The AGOS Group, LLC), a compliance, training, and risk management practice working with educational... Read More →
avatar for Scott Wightman

Scott Wightman

Area Executive Vice President, Arthur J. Gallagher Risk Management Services
Scott Wightman began his career with Arthur J. Gallagher & Company in St. Louis in 1983, working predominately with public entities and other non-profits. During most of the 1990s, he served as risk manager with Venture Stores and then as director of risk management for Saint Louis University. In 1999, he rejoined Gallagher and now serves as a regional director in their higher education practice group.


Tuesday September 23, 2014 3:45pm - 5:00pm
Salon E

6:30pm

Gala - Churchill Downs
Sponsors
A

AIG

AIG
American International Group, Inc. (AIG) is a leading international insurance organization serving customers in more than 130 countries. AIG companies serve commercial, institutional, and individual customers through one of the most extensive worldwide property-casualty networks of any insurer. In addition, AIG companies are leading providers of life insurance and retirement services in the United States.
C

CampusConnexions

Marsh CampusConnexions
Marsh CampusConnexions is a business that delivers insurance-related products and servicesranging from risk management to securitytargeted exclusively to educational institutions. For more than 1,000 colleges, universities, and other educational institutions, Marsh and our parent company, Marsh & McLennan Companies, Inc., provide an award-winning product array, superior service, competitive pricing, and the financial strength to help secure every... Read More →
MU

Marsh USA Inc.

Marsh
As the world's leading insurance broker and risk advisor, Marsh is committed to working on behalf of our clients to address all of their relevant risk issues. Universities look to us to help them navigate through these turbulent and challenging times, offering leadership, knowledge, and solutions. This is an age of relentless acceleration--where a single event, small or large, can make an indelible impact on an increasingly interconnected... Read More →
M

Mercer

Mercer
Mercer is a global leader in human resource consulting and related services. The firm works with clients to solve their most complex human capital issues by designing and helping manage health, retirement, and other benefits. Mercer's 20,000 employees are based in more than 40 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of professional services companies offering clients advice and... Read More →


Tuesday September 23, 2014 6:30pm - 10:30pm
Foyer of KY Ballroom A
 
Wednesday, September 24
 

7:30am

Breakfast 9/24/14
Wednesday September 24, 2014 7:30am - 8:00am
Ballroom

8:00am

General Session: 'I Wish I had Known Sooner: Higher Education Risk Management Lore'
Moderators
JM

John McLaughlin

Managing Director, Gallagher Higher Education Practice
John McLaughlin is managing director of Arthur J. Gallagher & Co.’s higher education practice. As practice leader, he is responsible for the growth and development of our international higher education practice, which now serves over 600 clients. Within the broad context of practice leader, Mr. McLaughlin is responsible for developing partnerships with key higher education associations, fostering strong relationships with insurance companies... Read More →

Speakers
TH

Troy Harris

Asst. VP for Institutional Resilience, Westmont College
As assistant vice president for Institutional Resilience at Westmont College in Santa Barbara CA, Troy Harris helps the college minimize preventable loss. As chair of the Standards Committee for the University & College Caucus of the International Association of Emergency Managers, he has worked for years on helping practitioners discover the wealth that's found in the many emergency management standards. Troy has made numerous well-received... Read More →
avatar for Gary Langsdale

Gary Langsdale

University Risk Officer, Pennsylvania State University
Gary Langsdale serves as university risk officer for The Pennsylvania State University, a position he has held since 2003 with responsibility for enterprise risk management including operational, hazard and privacy risks. Previously he was director of risk management at International Paper Company. Mr. Langsdale has nearly 40 years of experience in the insurance and risk management field, contributed to three recent white papers for URMIA and... Read More →
VM

Vincent Morris

Executive Director, Arthur J. Gallagher Risk Management Services
Vincent Morris spent over 13 years directing risk management at Wheaton College before becoming executive director of the Higher Education Practice at Arthur J. Gallagher & Co. He has served on URMIA’s Communications Committee, editing the annual URMIA Journal, as well as on the board of directors and as URMIA President from 2008-2009.
MT

Margaret Tungseth

Senior VP for Business, Finance, and Technology, Hamline University
Margaret Tungseth is currently the senior vice president for business, finance, and technology at Hamline University. In addition, Ms. Tungseth served as president of URMIA during 2009-2010 and is currently serving as treasurer of the association. She received BAs in economics and political science from Concordia College, a BS in accounting from Minnesota State University-Moorhead, and her MBA from North Dakota State University. She also holds an... Read More →
JY

Joseph Yohe

Associate Vice President, Georgetown University
Joseph Yohe is the Associate Vice President for Risk Management at Georgetown University. He supervises the administrative units of risk management and insurance, emergency management and operational continuity, and safety and environmental management. His current responsibilities include oversight for the University’s enterprise risk management program and other processes to identify, assess, monitor, and reduce institutional risks... Read More →


Wednesday September 24, 2014 8:00am - 9:15am
Ballroom

8:00am

Conference Registration 9/24/14
Wednesday September 24, 2014 8:00am - 12:00pm
Salon Foyer VII-X

9:15am

Conference Break
Take a moment to visit the cyber café, sponsor tables, and the Innovative Risk Management submissions! Thank you to our conference sponsors.

Wednesday September 24, 2014 9:15am - 9:40am
Prefunction

9:40am

(CE) International Evacuation: Proactive versus Reactive Responses
This session expands from Evacuate Egypt 2013, providing time and resources for participants to apply the discussed lessons learned and an emergency planning template to planning response protocols for security evacuations. While each situation requiring evacuation is different, many actions remain consist. Who do you need to include? What information will you require? When do you respond? How should you proceed? This interactive session will use scenarios to facilitate participant’s deeper consideration of evacuation procedures; discussion and evaluation of current evacuation procedures; and initial development of a plan addressing each of the above questions. Reflection of current institutional plans will be supported, with an emphasis on identifying action items for participant’s institutions.
Learning Objectives:
 Determine at least 4 questions to assess current
institutional procedures for international security
evacuation.
 Create a checklist of steps to take to create or
implement plans at your institution.
 Using an emergency planning template, recommend
evacuation procedures for your institution.

Speakers
avatar for Laura Provencher

Laura Provencher

International Risk Analyst, University of Arizona
Laura Provencher is the international risk analyst at the University of Arizona (UA), where she oversees the safety and security of all students, faculty and employees on official international travel. She works closely with the UA international travel safety oversight committee to facilitate policy development, emergency planning, international travel procedures, assessment and review of high risk travel, and training. Ms. Provencher oversees UA... Read More →
avatar for Pascal Schuback

Pascal Schuback

Global Emergency Manager, University of Washington
Pascal Schuback is the global emergency manager for the University of Washington. His responsibilities include the security and safety of all UW international travel and development of tools to support the situational awareness, continuity and response to global incidents. Mr. Schuback has worked in the emergency management field for over 17 years. He has responded to many local, national and international incidents. His involvement in virtual... Read More →
avatar for Dru Simmons

Dru Simmons

International Risk Manager, The Ohio State University
Dru Simmons is the international risk manager for The Ohio State University. His role is dually based in the office of risk management and the office of international affairs. He coordinates the activities and implements the operating procedures of the provost appointed international travel policy committee. In addition he administers the supplemental travel insurance program, oversees the university’s international emergency protocol and... Read More →


Wednesday September 24, 2014 9:40am - 10:55am
Salon G

9:40am

Colleges and Universities and the Chemical Facility Anti-Terrorism Standards (CFATS)
The Chemical Facility Anti-Terrorism Standards (CFATS), 6 CFR, Part 27, establishes risk-based performance standards for the security of the nation’s chemical facilities. It requires covered chemical facilities to prepare Security Vulnerability Assessments, which identify facility security vulnerabilities, and to develop and implement Site Security Plans, which include measures that satisfy the identified risk-based performance standards. This rule focuses on high-risk chemical facilities such as chemical plants, electrical generating facilities, refineries, and universities.

Speakers
TK

Todd Klessman

Senior Policy Advisor for the Infrastructure Security Compliance Division, Department of Homeland Security
Todd B. Klessman is the Senior Policy Advisor for the Infrastructure Security Compliance Division (ISCD). ISCD, which is part of the U.S. Department of Homeland Security (DHS) National Protection and Programs Directorate, is the entity within DHS responsible for regulating chemical facility security. As Senior Policy Advisor, Mr. Klessman serves as a technical authority on the Chemical Facility Anti-Terrorism Standards (CFATS) regulation and... Read More →


Wednesday September 24, 2014 9:40am - 10:55am
Salon IX & X

9:40am

(CE) The Unthinkable Lessons Learned from an Active Shooter on Campus
CAUBO Partnered Session: There is nothing more frightening in higher education that an active shooter on your campus. The University of Alberta experienced this in June of 2012 when an armed robbery took place in a residence facility resulting in the shooting deaths and serious injury of four armoured car officers. This event changed our institution profoundly and there were many lessons learned. In response to this event the university undertook three separate reviews. By attending this session the speaker will share with you how the university responded, the lessons learned and how the lessons learned may assist your organization in responding to and recovering from such an unthinkable situation.
Learning Objectives:
 Receive open and frank comments on what worked and what did not in the
University’s response to the shooting
 Get a unique and comprehensive understanding of what was going on
within the University’s EOC
 Receive advice on how institutions can prepare themselves for responding
to and recovering from such an event

Speakers
AL

Andrew Leitch

Manager, Communications and Project Planning, University of Alberta
As the AVP’s “first hire” when the university’s Risk Management Services portfolio was established in 2006, Andrew Leitch has been intimately involved in the development of the institution’s enterprise risk management program. He has also led or co-led numerous communications and change initiatives addressing topics ranging from travel risk to active shooter response and emergency notification. | | In previous positions with the... Read More →


Wednesday September 24, 2014 9:40am - 10:55am
Bluegrass 1 & 2

10:55am

Conference Break
Take a moment to visit the cyber café, sponsor tables, and the Innovative Risk Management submissions! Thank you to our conference sponsors.

Wednesday September 24, 2014 10:55am - 11:15am
Prefunction

11:15am

Risk Beyond Your Borders: Is Contractual Liability a Myth?'
The increase in internationalization efforts is a challenge for higher education globally. This challenge often blurs the line of accountability, legal environment differences and partnerships that create contractual agreements which challenge all parties. This session will discuss those challenges, especially focused on enforcement of insurance and indemnification clauses that are part of your contracts. Also how your institution manages protection if involved with international internships or humanitarian relief trips.
Learning Objectives:
 Gain insight from Canada, UK and Africa regarding contractual issues
 Learn best practices utilized to protect a program on international shores
 Better understand perspective from several countries about how to resolve contractual concerns

Speakers
avatar for Jean Demchak

Jean Demchak

Managing Director, Marsh USA, Inc.
D. Jean Demchak is responsible for managing Marsh’s global education and public entity practice. She also manages the integration of Marsh & McLennan companies in the education sector. Her responsibilities include managing and coordinating the education resources of the firm, assisting the various local offices with education issues, designing and building products for education, and serving as liaison with the marketplace, developing and... Read More →
PG

Peter Grant

Head: Financial Accounting & Reporting, University of Cape Town
Peter Grant joined the University of Cape Town’s finance department in 1983, having managed the audit on behalf of C&L since his arrival in Cape Town. He was appointed chief accountant in the early 1990s, the number two position within the department, and has acted in the position of director of finance on numerous occasions. Following a period in which he was deputy director to a major project, funded by the Mellon Foundation, to realign the... Read More →
MH

Michael Histed

Director, Risk Management, University of Ottawa
Michael Histed is director of the office of risk management at the University of Ottawa. Mr. Histed was educated in the United Kingdom with a PhD in physical chemistry from the University of Liverpool in 1988, and a BSc in chemistry with German from the University of London in 1985. After spending four years in research at the National Research Council of Canada, publishing over 10 papers, he moved to the University of Ottawa in environmental... Read More →
RS

Robbie Sinclair

Manager, Risk and Business Continuity, Griffith University
Robbie Sinclair is Risk and Business Manager with Griffith University in Queensland Australia. He has over 25 years experience as a senior Risk Manager in Utilities, Asset Management, Security Consultancy and Risk and Business Continuity management in complex assignments across 4 continents. His undergraduate work was in Leadership Studies and he maintains a keen interest in understanding the function and deployment of leadership within society... Read More →


Wednesday September 24, 2014 11:15am - 12:30pm
Bluegrass 1 & 2

11:15am

The Forum on Education Abroad’s Critical Incident Database
In 2009-10 the Forum on Education Abroad sponsored a pilot study that gathered data on critical incidents affecting students health and safety in study abroad. This pilot also yielded valuable information about the instrument that was used. Since then the instrument has been completely overhauled to include mechanisms to capture Clery incidents and other critical information in a platform independent user-friendly manner. This session will review the history of this project, how it is being used, and what the current data tells us about what is occurring around the world.
Learning Objectives:
 Overview of the Forum on Education Abroad
 Overview of the Field
 Introduction to the Standards of Good Practice
 Focus on Standard 8: Health, Safety, Security & Risk
Management
 Summary of available resources and training

Speakers
NM

Natalie Mello

Vice President for Member Services and Training, The Forum on Education Abroad
Natalie A. Mello is the vice president for member services and training. She oversees a range of initiatives that include programs to train members in the Standards of Good Practice though the expansion of workshops, Standards Institutes, Fireside Dialogues, and other programs. Ms. Mello joined the Forum in 2011 after serving as director of global operations in the Interdisciplinary and Global Studies Division at Worcester Polytechnic Institute... Read More →


Wednesday September 24, 2014 11:15am - 12:30pm
Salon G

11:15am

(CE) Risk Managers are from Mars, EHS Professionals are fromVenus: EHS Professional's Role in ERM
CSHEMA Partnered Session: The best EHS professionals understand risk management, and the best risk managers understand EHS. Enterprise Risk Management (ERM) is essentially the marriage of the two disciplines as it requires the risk and EHS managers to collaborate in identifying and controlling a broad array of risk exposures in support of the organization’s strategic plan and mission. EHS professionals must fully understand their roles in enterprise risk management and traditional risk management. If an EHS professional wants an integral role in supporting his or her organization’s mission, he or she must demonstrate the value of efforts beyond compliance. Enterprise risk management can provide this framework through the use of risk assessments and risk-based budgeting tools that consider a broad range of risks.
Learning Objectives:
 Understand how ANSI Z10 and ISO 31000:Risk Management provide a management framework for integration of EHS and risk management into operations.
 Learn how to leverage EHS functions into campus risk management programs and reduce your total cost of risk

Speakers
EY

Erike Young

Global Safety Manager, Google (formerly with University of California)
Erike Young is the director of environment, health, and safety for the University of California (UC), Office of the President. As the director of EH&S, Mr. Young is responsible for providing system-wide direction, coordination, and assistance to the campuses, hospitals, and national laboratories in the development, implementation, and maintenance of policies, procedures, and programs necessary to maintain a safe and healthy environment for... Read More →


Wednesday September 24, 2014 11:15am - 12:30pm
Salon IX & X

12:30pm

Luncheon, Conference Closing, and Final General Session: 'Run With It: Implementing Big Ideas from URMIA's 45th Annual Conference'
Our final lunch will feature a recap of important ideas from this year’s conference and ways you can “run with them” on your campus. The URMIA scholarship raffle grand finale will also take place during lunch. Raffle proceeds go to URMIA’s scholarship program, so bring your donated items and show your support!

Wednesday September 24, 2014 12:30pm - 1:45pm
Ballroom

2:00pm