Presents

The 2014 Executive Education Roundtable Series

[ THE 2014 ]

Chief Information/Technology

Officer Roundtable

[ SPONSORED BY ]

CHIEF INFORMATION/TECHNOLOGY OFFICER ROUNDTABLE

Tuesday, June 10, 2014

8:45am – 9:55am Digital Disruption: A Keynote by Dr. Dom Sagolla

10:05am – 10:45am Digital Disruption Within Your Enterprise

11:00am – 11:30am Digital Disruption Outside Your Enterprise

11:45am – 1:30pm President Clinton Keynote / Luncheon

1:45pm – 2:30pm Digital Disruption for Your Customers

2:45pm – 3:15pm Wrap-Up

5:30pm – 7:00pm Private Reception Sponsored by Centric Consulting

7:00pm – Evening Tuesday Evening Networking Event

Chief Information/Technology Officer Roundtable Co Chairs

Mary Ellen Freyermuth, Catholic Relief Insurance Company of America

Bryan Fowler, Oregon Mutual

VP Seminars, IASA

Tim Morgan, The Republic Group

Director of Executive Education, IASA

Brent Jones, Texas P&C Insurance Guaranty Association

#IASACITO

CHIEF INFORMATION / TECHNOLOGY

OFFICER ROUNDTABLE

Digital Disruption

Many technologies aspire to it, many creators search for it, many ideas lean

toward it, but few truly achieve the title, digital disruptor. Twitter, the worldwide

social networking site and media phenomenon, stormed onto the stage in 2006

and quickly established itself as a digital disruptor. Today, Twitter has created a

whole new form of communication, the tweet, which consists of a complex

combination of abbreviations, special characters, hashtags and shortened links.

Dr. Dom Sagolla helped create Twitter and recently wrote 140 Characters, which

aims to do for users what Strunk & White’s Elements of Style did for traditional

writing. By looking at the transformative effects Twitter has had on the world at-

large and specific industries, like insurance, we can better understand which new

technologies may yet disrupt our industry.

Speaker:

Dr. Dom Sagolla

Speaker Biography

Digital Disruption

Speaker:

Dr. Dom Sagolla

A graduate of Swarthmore College and Harvard University, Dr.

Sagolla earned a Bachelor of Arts in English Literature with a minor

in Computer Science, a Master of Education in Cognitive Science, as

well as a Doctorate of Humane Letters from Becker College.

Co-creator of Twitter, Dom has also contributed to Macromedia

Studio, Adobe Creative Suite, and many influential apps such as the

Official Obama '08 iPhone App. Co-founder of the world's most

prolific hackathon, iOSDevCamp, Dom has advised mega-hits like

GetAround, FoodSpotting, Tapulous (now Disney), Small Society

(now Wal-Mart Labs), and Square.

Dr. Sagolla was first recognized as an International Genius by the

City of Amsterdam for his career and leadership in the technology

industry. Operating from San Francisco, he recently sold his company

DollarApp to become Chief Community Officer at Chaotic Moon, the

world's most experienced and innovative mobile studio. Dom's first

book 140 CHARACTERS includes a foreword by Jack Dorsey,

Creator and Chairman of Twitter, Inc. The book was released

simultaneously as an interactive iPhone application (with full text)

and in print & e-book form by John Wiley & Sons.

For more information, follow @dom

or visit http://140characters.com.

CHIEF INFORMATION / TECHNOLOGY

OFFICER ROUNDTABLE

Digital Disruption Within Your Enterprise

Technology is triggering change to processes and workflows deep inside

insurance companies that impact everyone in the insurance value chain. And,

as we all know, change is hard. Which of your basic, fundamental processes

need disruption? How can insurers smoothly transition to new technologies?

What improvements and business opportunities will digital disruption open

up within your four walls? Side effects of living and doing business in the

“connected world” include adapting to alterations in productivity,

collaboration, employee recruitment and retention, and much more. Which

areas are touching your business?

Leading the Fastest Moving Profession in A Slow Moving Industry

Speaker:

Bill Hartnett, President, Hartnett Advisors

Insurance IT Recruiting and Retention

Speaker:

Laura Ford, Executive Director, Advisory Services, Ernst & Young LLP

(EY)

Speaker Biographies

Leading the Fastest Moving Profession in A Slow Moving Industry

Bill Hartnett President

Hartnett Advisors

Bill Hartnett is president of Hartnett Advisors, providing strategic advice on the

transformational power of technology in business. For nearly 2 decades, Bill

was Microsoft’s top executive in the financial services industry, affectionately

known as Microsoft’s “Godfather of Financial Services”. Bill joined Microsoft

in 1994 as their first Worldwide Insurance Industry Manager. In 1997 he

assumed leadership of Microsoft’s financial services group. During his time at

Microsoft, Bill drove expansion of the company’s efforts in this important

global industry, establishing Microsoft as an innovator, thought leader and

change agent. Under Bill’s leadership, Microsoft’s financial services

organization grew from a startup to a global business delivering significant

revenue from Microsoft’s most strategic and demanding customers. Bill was

cited as the number 4 most influential person in Institutional Investor’s

eFinance Top 40 for 2003 and 2004, and one of the “People to Watch In the

Coming Year” for 1998 by Best’s Review – a leading insurance industry

publication. He has also contributed to FOX Business on financial markets and

the impact of technology. A former insurance executive, Bill has served on the

boards of directors of ACORD and the National Association of Professional

Insurance Agents. He has lobbied on state and federal levels on insurance and

small business issues and was a candidate for state senate in RI. With a unique

combination of expertise in business, politics, and technology, Bill articulates a

compelling vision of the future of business. A leading industry activist, he is a

nationally recognized author and speaker on technology, change and their

impact on business. A graduate of Tufts University, Bill is an avid sailor and

Bronze Medalist in Yachting at the 1979 Pan American Games.

Insurance IT Recruiting and Retention

Laura Ford Executive Director, Advisory Services

Ernst & Young LLP (EY)

Laura Ford is an Executive Director in the Insurance Advisory Services practice

of Ernst & Young LLP (EY). Laura’s background includes over 20 years of

experience in Property /Casualty and General Insurance with a particular focus

on policy and claims management. She has had a variety of strategy, design

and delivery roles across the insurance value chain and has led multiple

successful technology programs at both large and medium sized insurers.

Prior to working at EY, Laura was the VP of Product Management at a policy

administration software vendor and spent the 14 years prior to that at Accenture

advising for and delivering major core processing transformation initiatives for

North American and global insurers. Ms. Ford graduated from the University

of Pennsylvania with a BS in Engineering from the Moore School of

Engineering and a BS in Economics from the Wharton School of Business. She

currently lives with her family outside of Philadelphia.

CHIEF INFORMATION / TECHNOLOGY

OFFICER ROUNDTABLE

Digital Disruption Outside Your Enterprise

Insurance has long been accused of being behind the times in technology

adoption. That means consumers are being introduced to new technologies by

businesses in other industries. With the technology and service bar being set

ever higher by external factors, insurers can expect elevated levels of digital

disruption to “come home to roost” very soon. Which technologies will

disrupt your distribution channels, your relationships with partners and your

supply chain? How can you control digital disruption outside your enterprise,

or at least mitigate the risk of changes that occur as a result?

Differentiating Beyond Price

Speaker:

John Johansen, Founding Partner, Agile Technologies

Product Ideation and Development

Speaker:

Scott Mackey, Vice President of Underwriting, Columbia Insurance Group

Speaker Biographies

Differentiating Beyond Price

John Johansen Founding Partner

Agile Technologies

Mr. Johansen is a founding partner of Agile Technologies a technology

consulting organization that innovates, executes and realizes the benefits of

technology projects for insurance organizations globally. Mr. Johansen leads

Agile’s Innovation Teams in data warehousing, business intelligence and

insurance application architectures. Before forming Agile Technologies Mr.

Johansen worked with both Andersen Consulting and KPMG’s management

consulting division.

Product Ideation & Development

Scott Mackey

Vice President of Underwriting

Columbia Insurance Group

Scott Mackey is the vice president of underwriting for Columbia Insurance

Group. Prior to joining Columbia, Mackey was with DTRIC Insurance, a

member of the MS&AD Group, where for the last five years he served as

VP/Chief Underwriting Officer. Mackey has also held management and

executive positions at Ohio Mutual Insurance Group, Sentry Insurance, and

Safeco Insurance Company. During his 30 years working in the insurance

industry, he has assisted in countrywide commercial lines rate and forms

development, directed e-Business endeavors, and led multiple PAS

development efforts. He has served as the President of the Underwriters

Association of Hawaii, as a member of the Underwriters Executive Council,

and Chairman of the CSC Midrange Operational Board. Mackey has a

Bachelor of Science degree from Eastern Illinois University, and has done

graduate studies at Walden University. He has an Associate in Risk

Management (ARM), an Associate in Technology (AIT), an Associate in

Management (AIM), and a CPCU from the American Institute for chartered

Property and Casualty Underwriters.

CHIEF INFORMATION / TECHNOLOGY

OFFICER ROUNDTABLE

Digital Disruption for Your Customers

The difficult part of this discussion for the insurance industry is defining who

the customer is on both an internal and an external basis. The important part

to recognize, though, is that no matter who it is, the customer is not only

always right, but is ultimately in charge of how our industry goes forward.

Technology initiatives must be prioritized today by how much positive

business impact they will have, as well as by how much ease of doing

business and customer-centricity they will deliver. Digital disruption can

create better relationships with customers, and insurers are starting to pay

attention.

Internet of Everything

Speaker:

Mike Collins, Senior Vice President and Chief Information Officer for

Personal Insurance Business Technology, The Travelers Companies

Consumer-Driven Transactions

Speaker:

Bryan Fowler, Vice President and Chief Information Officer,

Oregon Mutual Insurance

Speaker Biographies

Internet of Everything

Mike Collins Senior Vice President and Chief Information Officer for Personal Insurance

Business Technology

The Travelers Companies

Mike Collins is the Sr. Vice President and CIO for Personal Insurance Business

Technology at Travelers. In his role, Mike leads the technology organization

supporting a $7.0 billion business portfolio that markets auto, home, watercraft

and other insurance to individuals. He leads over 800 employees and strategic

partners.

Prior to joining Travelers, Mike worked for 19 years at Accenture where he was

a Partner in the Insurance Practice. During his career at Accenture Mike led

many strategy, operation and system integration projects for large-scale

property/casualty, and health care organizations. Mike was responsible for the

East portfolio of property and casualty clients, and also managed Accenture’s

Hartford location.

Mike has been an active participant in supporting many local civic

organizations including the United Way, the American Red Cross, the Bushnell,

and the Connecticut Forum.

Mike holds a B.S. in Business Administration from the University of

Connecticut.

Mike and his wife, Nicole, have twin daughters and reside in Wallingford,

Connecticut.

Consumer-Driven Transactions

Bryan Fowler Vice President and Chief Information Office

Oregon Mutual Insurance

Bryan Fowler joined Oregon Mutual Insurance as Vice President and Chief

Information Officer in September, 2010, after 12 years at Progressive

Insurance. In this role, he is responsible for enterprise wide technology

strategy, network infrastructure, enterprise applications, and technology-related

governance, security and compliance activities and processes.

Bryan has more than 25 years of leadership experience in leading, planning, and

implementing information technology solutions in insurance, banking, and

retail. Prior to joining Oregon Mutual, he was responsible for the technical

strategy and delivery of online quoting and buying at Progressive Insurance, the

first US insurance company to offer online insurance directly to consumers.

Under his leadership, Progressive’s teams, technologies, and processes enabled

a Direct business that grew from startup to over $2 billion annually in just 4

years. He also held senior management positions in Customer Communications

/ Document Management, and Claims IT teams. Prior to Progressive, Bryan

held leadership, consulting, and technical positions at Keane, Inc, Nabisco, and

the U.S. Marine Corps.

Bryan earned a Bachelor of Music degree from the University of North

Carolina School of the Arts, and an M.B.A. from Kent State University’s

Executive MBA program. He has served on the boards of a number of regional

non-profit organizations, and is a veteran of the U.S. Marine Corps

CHIEF INFORMATION / TECHNOLOGY

OFFICER ROUNDTABLE

Digital Disruption: Wrap Up

Engage with the day’s speakers and expert moderators to recap, rehash and

revisit the day’s topics. What did you find most valuable and what will you

take “home” to implement in your own company? Compare and contrast

approaches to digital disruption. Will you simply accept it, or will you

embrace it? What will your peers in the room do, and are there business

collaboration opportunities afoot as a result? Find out as we wrap-up the day

with an eye toward action items you can use tomorrow.

Moderators:

Miguel Edwards, ATO Technology Directory, iVantage, Allstate

Sal Abano, EVP & Chief of Strategy & Client Services, MajescoMastek

Speaker Biographies

Wrap Up

Miguel Edwards

ATO Technology Director

Allstate’s iVantage Select Agency

Miguel Edwards is the ATO Technology Director supporting

Allstate’s iVantage Select Agency, a brokerage unit that provides

expanded market solutions for Allstate Exclusive Agents. In his role,

Miguel is responsible for developing and executing on strategic

technology initiatives to support iVantage’s growth and increased

value to the Exclusive Agent community.

Prior to joining Allstate in mid 2012, Miguel was a Senior Vice

President at Cover-All Technologies, a leading provider of

commercial P&C technology solutions. Prior to Cover-All, he was the

Director of Technology for Willis North America. Earlier in his

carrier he held positions with Tyco International, EBS Dealing

Resources, and Thomson Financial.

Miguel earned a Bachelor’s in Business Administration and

Accounting, along with an MBA from Rider University.

Miguel is married and has four boys, volunteers with several

organizations and is an avid private pilot.

Sal Abano

Executive Vice President and Chief of Strategy & Client Services,

MajescoMastek

Sal Abano is responsible for leading the strategic initiatives for future

growth and mentoring the delivery teams on client engagements.

Prior to joining MajescoMastek, Abano most recently held the

position of Senior Vice President and CIO with Tower Group

International.

Sal was named one of Insurance & Technology’s Elite 8 in 2012

which each year recognizes outstanding senior insurance carrier

technology executives. In addition to his Tower Group experience,

Abano has also held management and executive information

technology positions at QBE the Americas, Kemper Insurance

Companies, Munich Re America (formerly American Reinsurance

Insurance Company), AT&T Credit, and American International

Group. Sal has a distinguished military service spanning more than 25

years from serving in the United States Marine Corps Reserve and

United States Army Reserve Component. His impressive military

record includes the role of Field Grade Officer and Chief Technology

Officer, Military and Technology Operations, for Operation Iraqi

Freedom III. Among his many awards and recognition for his military

service, Abano was awarded the Bronze Star.

Bostrom  James Bar Plan Mutual Insurance  Saint Louis MO CITO

Registered Attendee List as of May 14, 2014COO = Chief Operating Officer                   CINVO = Chief Investment Officer 

CFO = Chief Financial Officer           CITO = Chief Information/Technology Officer 

Last First Company City State RoundtableAdamski  Brian American Traditions Insurance Company Pinellas Park FL CINVO, CFOAllen  Scott Equitable Life & Casualty Insurance Company Salt Lake City UT COO, CITO

Amat  John Anchor General Ins Co San Diego CA CITOAmos  Steve Sentruity Casualty Company (GSFS Group) Houston TX CINVO, CFOAnderson  Richard Healthcare Services Group Jefferson City MO CINVO, CFOApplegate  Kristin CV Starr Co. Los Angeles CA COO, CITOAsprey  Richard Aggressive Insurance Group Irving TX CINVO, CITOAyash  Gerald Western World Insurance Company Franklin Lakes NJ CFOAyoub  Paul FCCI Insurance Group Sarasota FL COOBaird  Robert United Educators Chevy Chase MD CITOBanwart  Kevin Pharmacists Mutual Insurance Company Algona IA CINVO, CFOBehr  Charles ICI Mutual Washington DC CINVO, CFOBelfiore  Lauren Rider Insurance Springfield NJ COOBell  D. Keith The Travelers Companies Hartford CT CFOBennett  Nicole Crum & Forster Morristown NJ CITOBerberian  Roupen Health Net Life Insurance Company Woodland Hills CA CINVO, CFOBilimoria  Neville AXIS U.S. Insurance Company Alpharetta GA COOBlum  Donald Merchants Bonding Company (Mutual) Des Moines IA CFOBlythe  Greg IMT Group West Des Moines IA CINVO, CFOBoardman  Lee USAble Life Little Rock AR CINVOBoddy  Graeme Builders Mutual Insurance Company Raleigh NC CITOBolan  Jacob Federated Rural Electric Ins Exchange Lenexa KS CITOBooten  Kelly Citizens Property Insurance Corporation Tallahassee FL COO, CITOBostrom  James Bar Plan Mutual Insurance CompanyCompany Saint Louis MO CITOBowman  Brian Guarantee Trust Life Insurance Company Glenview IL COOBracken  Jane Great American Insurance Company Cincinnati OH CITOBradley  Carin Personalumbrella.com Insurance Services, Inc. Emeryville CA CINVOBroadie  Stephen Property Casualty Insurers Association of America Chicago IL CINVO, CFOBurman  Jeffrey AIG New York NY CFOBuss  Roger Pacific Compensation Insurance Company Agoura Hills CA CITOBussey  Lane Tower Hill Insurance Group Inc. Gainesville FL CFOCarlson  Ann Wisconsin Reinsurance Corporation Madison WI CFOCarr  Raymond Investors Heritage Life Insurance Company Frankfort KY COO, CITOCartenuto  Gina Erie and Niagara Insurance Association Williamsville NY CFOChandler  Jeff Jefferson National Life Insurance Company Louisville KY CITOCharette  Elaine Knights of Columbus New Haven CT CITOChin  Albert New Jersey Insurance Underwriting Association Newark NJ CINVO

Clark  Loren Oklahoma Farm Bureau Mutual Insurance Co Oklahoma City OK CITOCollins  Michael Travelers Hartford CT CITOCornish  Tom Farmers Mutual Fire Ins Co of Salem County Salem NJ CFOCorrea  Carlos Liberty International Underwriters New York NY CITOCretsinger  Doug GuideOne Insurance West Des Moines IA CITODavid  Lyle Wisconsin Physicians Service Insurance Corp Madison WI CITODavis  Brad Service Lloyds Insurance Co. Austin TX CINVODean  Joyce NAMIC Insurance Company Inc. Indianapolis IN CINVO, CFO

Fillizola Charles Sompo Japan Insurance Company of America Charlotte NC COO CITO

Last First Company City State RoundtableDeehan  Teri Travelers Hartford CT COODehoney  Brad Stonewood Insurance Rancho Cordova CA CITODeithorn  David Medical Mutual Liability Ins Society of MD Hunt Valley MD CITODemchak  David Connecticut Interlocal Risk Mgmt. Agency New Haven CT COODeter  Paul Maryland Automobile Ins Fund Annapolis MD CITODevine  Annette Woodmen of the World Life Insurance Society Omaha NE CFODevitt  John American Agricultural Ins. Company Schaumburg IL CINVO, CFODiericx  Brad HDI‐Gerling America Insurance Co. Chicago IL CFODietrich  Tim Stonetrust Commercial Insurance Company Baton Rouge LA CINVODiRusso  Frances Massachusetts Property Insurance Boston MA CINVO, CFODoherty  James Farmers Mutual Fire Ins Co of Salem County Wilmington DE CFODomeracki  Henry Texas Municipal League Intergovernmental Risk Austin TX CINVO, CFODoom  Brian Nodak Mutual Insurance Company Fargo ND CINVO, CFODryer  Dianna Sentruity Casualty Company (GSFS Group) Houston TX CINVO, CFODunbar  John Atlantic American Corporation Atlanta GA COO, CITODunn  Heather West Bend Mutual Insurance Company West Bend WI CFODuvall  Mary Medical Mut Liab Ins Soc Of MD Hunt Valley MD CINVO, CFOEagen  Donald Coastal Insurance Company, Inc. Montgomery AL CITOEllwood  Cathy Ellwood Enterprises New Albany OH CINVO, CFOElwell  Suma Wisconsin Reinsurance Corporation Madison WI CITOEmbray  Janet American Family Insurance Saint Joseph MO COOEstrich  Ruth MedRisk Inc King of Prussia PA COO, CITOEvans  Ronald Farmers Union Mutual Insurance Company Great Falls MT CITOEwbank  Tom The Ewbank Group P.C. Addison TX CINVO, CFOFabian  Stephen Harford Mutual Insurance Company Bel Air MD CITOFelix  Nathan Great Western Insurance Company Ogden UT CINVO, CFOFerber  Michael ICAT Specialty Ins Co Boulder CO CITOFergang  Michael Grange Mutual Insurance Company Columbus OH CITOFillizola Charles  Sompo Japan Insurance Company of America          Charlotte NC COO, CITO, FitzGerald  Tim US Assure Jacksonville FL CITOFogle  Jean The Warranty Group, Inc. Chicago IL CINVOFonville  Earl Affirmative Ins Holdings Addison TX COO, CFOFowler  Bryan Oregon Mutual Insurance Company McMinnville OR CITOFredianelli  Celeska QBE Holdings, Inc. Southfield MI COO, CFOFreyermuth  Mary Ellen Catholic Relief Insurance Company of America Omaha NE COO, CITOFry  Steven Colorado Bankers Life Insurance Company Greenwood Village CO CINVO, CFOGarateix  Ernie Heritage Property & Casualty Insurance Co. Clearwater FL COO, CITOGarrison  Courtney Midlands Management Oklahoma City OK CITOGasque  Damon Union Labor Life Insurance Company Silver Spring MD CFOGeorgopoulos  Elias BCS Financial Corporation Oakbrook Terrace IL COOGioia  Peter CBIA Hartford CT CFOGotterup  Eda Civil Service Employees Insurance Company Walnut Creek CA CINVO, CFOGrant  Scott Synergy Ins Co Charlotte NC CFOGreen  Mike The MGIS Companies, Inc. Salt Lake City UT CITOGrigsby  Jonathan Transportation Insurance Services, LLC Brentwood TN CFOGroban  Terry Funeral Directors Life Insurance Company Abilene TX CINVO, CFOGronbach  Mary Secura Insurance Companies Appleton WI CINVOHackett  Terry BCS Financial Corp Oakbrook Terrace IL COO, CFO

Haddad  Judith Patriot National Insurance Fort Lauderdale FL CITOHakimian  Mike Assurant Speciality Property Atlanta GA CFO

Kessler John Motorists Mutual Insurance Company Columbus OH CITO

Last First Company City State RoundtableHall  Delbert Security Mutual Insurance Company Ithaca NY CFOHall  Richard North Carolina Mutual Life Insurance Company Durham NC COO, CITOHanby  William Rockford Mutual Insurance Co Rockford IL COO, CITOHarris  Robert Franklin Mutual Insurance Co Branchville NJ CITOHattaway  James Alabama Department of Insurance Montgomery AL CFOHaydukovich  Mark Oxford Life Insurance Company Phoenix AZ CINVOHazel  Raymond London Life Reinsurance Company Blue Bell PA CFOHenck  Scott Chubb Warren NJ COOHendrix  David Ohio Mutual Insurance Group Bucyrus OH CFOHendrixson  David Scottsdale Insurance Company Scottsdale AZ CITOHillier  Trevor American Strategic Insurance Corporation Saint Petersburg FL CFOHirschy  Matt Brotherhood Mutual Insurance Company Fort Wayne IN CINVO, CFOHochstetler  Ric Mennonite Mutual Insurance Company Orrville OH CFOHoke  Lisa Builders Mutual Insurance Company Raleigh NC CINVO, CFOHoldorf  John New York Central Mutual Fire Ins Co Edmeston NY CFOHornick  Slade Texas Farm Bureau Mutual Insurance Company Waco TX CITOHowat  Chris Brickstreet Mutual Insurance Company Charleston WV CINVO, CFOHoyng  Denny The Celina Mutual Insurance Company Celina OH CINVOHughes  Robert The Gray Insurance Company Metairie LA CINVO, CFOHutchinson  Wendy Service Lloyds Insurance Co. Austin TX CINVO, CFOJenkins  Wilbur Argo Group San Antonio TX COOJohns  Nathan Arches Mutual Insuance Company Salt Lake City UT CFOJohnson  Larry Investors Heritage Life Insurance Company Frankfort KY CFOJones  Brent Texas P&C Insurance Guaranty Association Austin TX CINVO, CFOKaderabek  Neal Pekin Insurance Pekin IL CITOKanowsky  Louis Illinois Mutual Peoria IL CINVO, CFOKeal  James Argent, A Division of West Bend Mutual Waukesha WI COO, CITOKerver  Keith Analytics Resource Center Westfield Center OH COOKessler John  Motorists Mutual Insurance Company      Columbus OH CITOKing  James Medical Insurance Exchange of California Oakland CA CINVO, CFOKlaus  Gregory Bar Plan Mutual Insurance Company Saint Louis MO CINVO, CFOKleinecke  Diane Sutter Insurance Company Petaluma CA CINVOKnobel  James Unified Life Insurance Company Overland Park KS CINVO, CFOKocek  Greg Texas Farm Bureau Mutual Insurance Company Waco TX COO, CITOKoenig  Thomas COPIC Insurance Company Denver CO CITOKoester  Ronald Cameron Mutual Insurance Company Cameron MO CINVO, CFOKohmann  Joseph Westfield Group Westfield Center OH CINVO, CFO

Kollath  MichaelEmergency Physicians Insurance Company Risk Retention Group

Madison WI CFO

Kukar  Kevin M Life Insurance Company Portland OR CINVOLaabs  Rick Mutual Benefit Insurance Company Huntingdon PA CITOLamanteer  Adam Cumberland Mutual Fire Insurance Company Bridgeton NJ CFOLaska  Tony Brickstreet Mutual Insurance Company Charleston WV CITOLawler  Gregory Government Personnel Mutual Life Insurance San Antonio TX CITOLawless  David Magna Carta Companies New York NY COO, CITOLawlor  Cynthia Beacon Mutual Insurance Company Warwick RI CFOLawrence  Michael North Carolina Mutual Life Insurance Company Durham NC CFOLay  Sherman Trinity Life Ins Co Louisville KY CINVOLemos  Sabrina Sentinel Security Life Ins Co Salt Lake City UT COOLex  Michael Nationwide Insurance Columbus OH COO

Monroe    Farm Bureau Mutual Insurance  Macon GA CITO

Last First Company City State RoundtableLichtenthal  Jason PURE Insurance White Plains NY CITOLinardi  Frank Injured Workers' Insurance Fund Baltimore MD CFOLindquist  John Great Western Insurance Company Ogden UT COO, CITOLocke  Justin American Traditions Insurance Company Pinellas Park FL CINVO, CFOLontz  Bradley Nautilus Insurance Group Scottsdale AZ CITOLopez  Laura Universal Insurance Company of North America Sarasota FL CINVO, CFOLorentz  Paul Senior Health Insurance Company of PA Carmel IN CINVOLowenthal  Craig Berkley Asset Protection Underwriters New York NY COO, CITOMackey  Scott Columbia Mutual Insurance Co Columbia MO CITOMacLeod  Robert Union Mutual of Vermont Companies Montpelier VT CITOMadaj  Ted American Agricultural Insurance Company Schaumburg IL CINVOMahadevan  Rajani Beacon Mutual Insurance Company Warwick RI CITOMapes  Mike Texas Medical Liability Insurance Underwriting  Austin TX CITOMasarek  Lisa CV Starr Co. New York NY CITOMcCaffrey  Paul Grange Mutual Insurance Company Columbus OH CFOMcCormick  Thomas Louisiana Medical Mutual Insurance Co ‐  LAMMICO Metairie LA CINVO, CFOMcEntee  Scott Farmers Mutual Hail Ins Co of Iowa West Des Moines IA CFOMcGough  Rodney Ohio Bar Liability Insurance Company Columbus OH CINVO, CFOMcIntyre  Heidi ICAT Boulder CO CITOMencel  Teresa Houston Casualty Company Houston TX CITOMendoza  German ProAg Management Maple Grove MN CITOMendoza  Lourdes Government Personnel San Antonio TX CFOMercier  Elizabeth The Travelers Companies, Inc. Hartford CT CINVOMiller  Charles Oxford Life Insurance Co Phoenix AZ CINVO, CFOMills  Forrest Guaranty Income Life Insurance Company Baton Rouge LA CINVO, CFOMiske  Mark Indiana Farm Bureau Insurance Companies Indianapolis IN CFOMitchel  Ken Clements Worldwide Washington DC CITOMitchell  Shane Investors Heritage Life Insurance Company Frankfort KY CINVOMonroe  LarryLarry Georgia Farm Bureau Mutual Insurance CoGeorgia Co Macon GA CITOMontero  Jennifer Citizens Property Insurance Corporation Tallahassee FL CFOMoon  Blaine The MGIS Companies Salt Lake City UT CFOMoore  Lauren Celestite Holdings Irving TX COOMorales  Jacquline AXA Equitable Life Charlotte NC COOMorgan  Tim The Republic Group Dallas TX CINVO, CFOMunk  Dave Equitable Life & Casualty Insurance Company Salt Lake City UT CINVOMunson  Chris Texas Association of Counties Austin TX COO, CITOMurata  Jennifer DTRIC Insurance Company, Limited Honolulu HI CFOMusick  Rob Cumberland Mutual Fire Insurance Company Mansfield OH CITOMyers  Ed CV Starr Co. New York NY COO, CITONaish  Steve Catlin Specialty Insurance Co. Atlanta GA CITONaum  John Northern Neck Insurance Company Irvington VA CFONeely  Thomas The Gray Insurance Company Metairie LA COO, CITONiehaus  James Great American Insurance Cincinnati OH COO, CITONikander  Stephen Mercury Insurance Group Santa Clarita CA CINVONockels  Dave Oklahoma Farm Bureau Mutual Insurance Co Oklahoma City OK CITO

Noggle  Vincent Franklin Mutual Insurance Co Branchville NJ CINVO, CFONovascone  Mike Federated Rural Electric Ins Exchange Lenexa KS CINVO, CFOONeill  Darby Princeton Insurance Company Princeton NJ CITOO'Rourke  Shawn Amerisure Companies Farmington Hills MI CITOOuellette  Gary Union Mutual Fire Insurance Company Montpelier VT COO, CITO

Last First Company City State RoundtableOverhulse  Jennifer St Nick Media Services Verona KY CITOPalmer  Darren Mutual Insurance Company of Arizona Mesa AZ CITOPearce  Aaron Farmers Mutual Hail Ins Co of Iowa West Des Moines IA CFOPenrod  Deb MMIC Insurance, Inc. Minneapolis MN CITOPhelan  Thomas Chesapeake Employers Insurance Company Towson MD CINVO, CFOPierce  Neal Cumberland Mutual Fire Insurance Company Bridgeton NJ CINVO, CFOPintacuda  Jennifer Gulfstream Property and Casualty Insurance Company Sarasota FL CFOPinto  John Seibels Columbia SC CITOPoirier  J Jeffrey Lumbermen's Underwriting Alliance Boca Raton FL CINVO, CFOPoladia  Atul Texas Municipal League Intergovernmental Risk Austin FL CITOPollak  Matthew State Automobile Mutual Insurance Company Columbus FL CINVO, CFOPomilia  Joseph IASA International Office Park Ridge FL CINVO, CFORamey  John Alaska National Insurance Company Anchorage FL CITORasmussen  Brad Merchants Bonding Company (Mutual) Des Moines FL CITOReid  David Lawyers' Professional Indemnity Company Toronto FL CITORhoades  Eric Co‐operative Insurance Companies Middlebury FL CITORiley  Karen Preferred Professional Insurance Company Omaha FL CINVO, CFORivers  Bryan Seibels Columbia FL CFORizzo  Joseph Chicago Underwriting Group, Inc. Chicago FL COO, CFORobison  Mark Brotherhood Mutual Insurance Company Fort Wayne FL COO, CFORodriguez  Dawson Funeral Directors Life Insurance Company Abilene FL CITORogers  Tim Travelers Hartford FL CFORoth  Mark IASA International Office Salem FL COO, CITORutledge  Timothy Harford Mutual Insurance Company Bel Air FL CFOSanderford  Mark HCC Life Insurance Co. Marietta FL CFOScheffer  Shelley Germania Farm Mutual Insurance Association Brenham FL CINVOSchlichting  Tom Central States Indemnity Company of Omaha Omaha FL CFOSchmidt  James Farmers New World Life Insurance Company Mercer Island FL CINVO, CFOSchmidt  Kirk Cornerstone National Insurance Columbia FL CFOScyphers  Michael Markel Corporation Glen Allen FL CINVO, CITOSeale  Kris Funeral Directors Life Insurance Company Abilene FL CINVO, CFOSeppel  Paul Indiana Farmers Mutual Insurance Company Indianapolis FL CINVO, CFO

Sersha  SusanPennsylvania Professional Liability Joint Underwriting Association

Plymouth Meeting FL CINVO, CFO

Sherman  Jason West Bend Mutual Insurance Company West Bend FL CFOShirk  Philip Goodville Mutual Casualty Company New Holland FL CFOSinco  Russell Alfa Insurance Group Montgomery FL CFOSingh  Piyush Great American Insurance Group Cincinnati FL CITOSison  David Mitsui Sumitomo Insurance Group Warren FL CITOSkubal  Tony Wisconsin Mutual Insurance Company Madison FL CINVO, CFOSloan  Joseph Mutual Benefit Insurance Company Huntingdon FL CINVO, CFOSmith  Michael United National Casualty Insurance Co Jacksonville FL CINVO, CFOSmith  Peter Alberta Motor Association Edmonton FL CITOSmith  Sara Attorneys Liability Protection Society Missoula FL COO, CFOSnyder  Lisa Alamance Farmers' Mutual Insurance Co. Graham FL CINVO, CFOSomogyi  Ken Madison Mutual Insurance Edwardsville FL CITOSorenson  Eric Arches Mutual Insuance Company Salt Lake City FL CITOSpringberg  Mary Allstate Northbrook FL CITOStoeckert  Michael ProAssurance Companies Birmingham FL CITOStorer  Ned Society Insurance Fond du Lac FL CFOStratton  Chris Atlantic Casualty Insurance Company Goldsboro FL CITO

Last First Company City FL RoundtableStuckal  Sam TowerGroup Chishire FL CFOSwenson  Andy United Property & Casualty Insurance Co Saint Petersburg FL CITOTainsky  Stuart PURE Insurance White Plains FL COO, CITOTaylor  Heather Louisiana Medical Mutual Insurance Co ‐  LAMMICO Metairie FL CINVO, CFOTerelmes  Michael White Mountains Solutions Glastonbury FL CINVO, CFOThompson  Jane State Automobile Mutual Insurance Company Columbus FL CFOThompson  Reed USAble Life Little Rock FL CINVOThorp  Peter Dryden Mutual Insurance Co. Dryden FL COOTien  Steve Westfield Group Westfield Center FL CITOTosch  Larissa Glatfelter Insurance Group York FL COOTroester  Keith EMC National Life Company Des Moines FL CINVO, CFOUnderwood  Joyce Missouri Employers Mutual Insurance Co. Columbia FL COOValentine  Aaron Preferred Mutual Insurance Company New Berlin FL COO, CFOVedder  Frank BTS (WR Berkley Corp) Urbandale FL CITOVoorhies  Greg Mutual Insurance Company of Arizona Scottsdale FL CINVO, CFOWalker  Bruce Nippon Life Insurance Company of America New York FL CFOWalker  Roger Cornerstone National Insurance Company Columbia FL COOWann  Jeffrey Illinois Mutual Life Insurance Company Peoria FL CITOWest  Ann IMT Insurance Co West Des Moines FL CITOWest  Don State National Insurance Company Inc Bedford FL COOWestfield  Steve Atlantic Casualty Insurance Company Goldsboro FL CINVO, CFOWiebelhaus  Bill Pharmacists Mutual Insurance Company Algona FL CITOWiedrick  Jennifer AAA Auto Club South Insurance Company Tampa FL CINVO, CFOWilson III  Ralph F. Cumberland Mutual Fire Insurance Company Bridgeton FL CINVO, CFOYassine  Farouk Insurance Data Management Association Inc Jersey City FL CITOYenzer  Douglas Catholic Relief Insurance Company of America Bellevue FL CINVO, CFOYien  Richard Everest Reinsurance Company Liberty Corner FL CITOZieden‐Weber  Kenneth Xchange Benefits, LLC White Plains FL COO, CFOZiemann  Louise State Farm Insurance Companies Bloomington FL COO, CFO

Sponsor Registrants as of May 14, 2014 AAM Insurance Investment Management - www.aamcompany.com Marco Bravo Colin Dowdall John Olvany Neelm Pradhan Agile Technologies - www.agiletech.com

Robert Buhrle Nick Coenen William Freitag John Johansen BKD, LLP - www.bkd.com Christie Clements Susan Kelley Tom Wheeland

BMS Intermediaries, Inc. - www.bmsgroup.com Rom Braga John Faustman Kristine Westall Centric Consulting, LLC - www.centricconsulting.com Chad Caldwell

Clearwater Analytics LLC - www.clearwater-analytics.com Eric Gwilliam Brian King Molly Petrowiak Dixon Hughes Goodman LLP - www.dhgllp.com Matt Church John Roberts Ernst & Young LLP - www.ey.com Liza Benner Laura Ford Michele Rodin Paul Sussex Exigen Insurance Solutions - www.exigeninsurance.com Steve James

Guy Carpenter & Company, LLC - www.guycarp.com Jessica Arbittier

Dave Domino Lawrence Mitchell Robert Roehr Mitchell Dean IBM Software Group - www.ibm.com John Hale Craig Bedell

Insurity - www.insurity.com Bruce Broussard Bob Larew Sylvester Mathis ISCS - www.iscs.com Conrad Garvey Phil Iaccarino Doug Moore Andy Scurto Tim Shelton Johnson Lambert LLP - www.johnsonlambert.com Gary Bowers Marcia Jerding James Murphy Tim Nowak Brandy Vannoy JP Morgan Asset Management - www.jpmorgan.com

Greg Tell Vincent Kelly MajescoMastek - www.majescomastek.com

Sal Abano Anil Chitale Pramod Desai Natasha Nauth Erik Stockwell Prime Advisors, Inc. - www.primeadvisors.com Frank Conde Eleanor Kam Lewis Leon Kate Pizzi SS&C Technologies - www.ssctech.com

J. Timothy Reilly Bill Stone SunGard - www.sungard.com

Dan Buttolph Kenneth Crease Daniel DeRosa John Vercellino Julie Wuertz The Nolan Company - www.renolan.com Mike Bondura Steven Callahan Steve Discher Gerald Shields Dennis Sullivan Rod Travers