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Royal Dublin [clear filter]
Monday, March 6
 

9:45am EST

Parliamentary Procedures for Pool Boards I

Robert’s Rules of Order can be intimidating, but it doesn’t have to be that way. In this entertaining and interactive two-part workshop, attendees will learn essential principles and practice the tools and techniques to use Robert’s Rules effectively for pool Board decisions. Learn how to strengthen your Board’s decision-making process, and practice difficult scenarios with fellow attendees. All content is customized to pool Boards of Directors to assure you have tools and techniques to work through relevant decisions, tricky membership conversations, and related operational matters.

This session is complimentary to the Pooling Basics series offered Tuesday.   


Speakers
avatar for Ann Macfarlane

Ann Macfarlane

Professional Registered Parliamentarian, Jurassic Parliament
Ann Macfarlane is a former diplomat who served in Pakistan and on the Soviet desk of the U.S. State Department before becoming a Russian translator. She knows board work from both sides, having been president of the American Translators Association and executive director of the National... Read More →



Monday March 6, 2017 9:45am - 11:00am EST
Royal Dublin

11:15am EST

Parliamentary Procedures for Pool Boards II

Robert’s Rules of Order can be intimidating, but it doesn’t have to be that way. In this entertaining and interactive two-part workshop, attendees will learn essential principles and practice the tools and techniques to use Robert’s Rules effectively for pool Board decisions. Learn how to strengthen your Board’s decision-making process, and practice difficult scenarios with fellow attendees. All content is customized to pool Boards of Directors to assure you have tools and techniques to work through relevant decisions, tricky membership conversations, and related operational matters.

This session is complimentary to the Pooling Basics series offered Tuesday.   


Speakers
avatar for Ann Macfarlane

Ann Macfarlane

Professional Registered Parliamentarian, Jurassic Parliament
Ann Macfarlane is a former diplomat who served in Pakistan and on the Soviet desk of the U.S. State Department before becoming a Russian translator. She knows board work from both sides, having been president of the American Translators Association and executive director of the National... Read More →



Monday March 6, 2017 11:15am - 12:00pm EST
Royal Dublin

1:45pm EST

Governing for the Future

We live in a time of profound change. Boards are discovering that they need to think and act differently if they are going to meet the challenges their pools face. A successful Board will seek to govern for the future, being mindful to minimize exposure to risk. Learn how as a Board member you can push and support your pool to pursue lofty goals, take calculated risks, and innovate successfully.

This session is complimentary to the Pooling Basics series offered Tuesday.   


Speakers
avatar for Frank Martinelli

Frank Martinelli

Strategic Planning Consultant, The Center for Public Skills Training
Frank Martinelli, a nationally known resource on non-profit board governance and strategic planning, is a contributing author of the book, YOU and Your Nonprofit Board: Advice and Practical Tips from the Field’s Top Practitioners, Researchers and Provocateurs published by CharityChannel... Read More →



Monday March 6, 2017 1:45pm - 3:00pm EST
Royal Dublin

3:15pm EST

The Board of Directors Pipeline
While there has been increased attention to executive staff succession planning, board succession is not commonly on the radar for boards of directors. Board director and leader succession planning is a long-term strategy that assures a dependable and continuous pipeline of board members with the requisite passion, commitment, and skills who are ready to assume leadership at any time.  This session will explore key pipeline considerations and strategies appropriate for public entity pools.

This session is complimentary to the Pooling Basics series offered Tuesday.  

Speakers
avatar for Frank Martinelli

Frank Martinelli

Strategic Planning Consultant, The Center for Public Skills Training
Frank Martinelli, a nationally known resource on non-profit board governance and strategic planning, is a contributing author of the book, YOU and Your Nonprofit Board: Advice and Practical Tips from the Field’s Top Practitioners, Researchers and Provocateurs published by CharityChannel... Read More →



Monday March 6, 2017 3:15pm - 4:30pm EST
Royal Dublin
 
Tuesday, March 7
 

8:45am EST

Pooling Basics I
Are you new to pooling? The five-part Pooling Basics curriculum presented throughout the day will provide an overview of everything those new to pooling might need or want to know. Special focus and attention will be placed on Board-level discussions and understanding.

Part 1 will cover Pooling History and Actuarial Science.




Speakers
avatar for Joel Kress

Joel Kress

Director of Special Projects, Association of Governmental Risk Pools
Joel currently serves as Director of Special Projects for AGRiP. Amongst his other projects, he is updating Pooling Basics to be included in a holistic initiative known as Pooling Academy. Although in its infancy, Pooling Academy will wrap up all educational initiatives in the pooling... Read More →
avatar for Thomas Meyer

Thomas Meyer

Senior Consulting Actuary, Select Actuarial Services
Thomas Meyer has more than 17 years of property/casualty actuarial consulting experience and is one of the founding members of Select Actuarial Services. As a senior consulting actuary he provides expert services to a wide range of Select clients helping them... Read More →



Tuesday March 7, 2017 8:45am - 9:45am EST
Royal Dublin

10:00am EST

Pooling Basics II

Are you new to pooling? The five-part Pooling Basics curriculum presented throughout the day will provide an overview of everything those new to pooling might need or want to know. Material will be shared in traditional presentation style, with expert presenters engaged throughout for group discussion, as well as opportunities for peer-to-peer collaboration. Special focus and attention will be placed on Board-level discussions and understanding.

Part 2 will cover Financial Reporting and Auditing. 

 

  

Speakers
avatar for Carrie Rice

Carrie Rice

Partner, Johnson Lambert LLP
Carrie Rice is a Partner in the Vermont office of Johnson Lambert LLP and has more than 18 years of experience in public accounting. Carrie has been providing a variety of audit and consulting services to insurance entities, including commercial carriers, governmental public entity... Read More →
avatar for Magali Welch

Magali Welch

Partner, Johnson Lambert LLP
 Magali Welch, CPA, CA, AIAF is a Partner that has over 20 years of experience in public accounting. Magali's main focus is providing audit services insurance industry. Magali's responsibilities additionally include co-chairing Johnson Lambert’s Technical Committee which has the... Read More →



Tuesday March 7, 2017 10:00am - 11:15am EST
Royal Dublin

11:30am EST

Pooling Basics III

Are you new to pooling? The five-part Pooling Basics curriculum presented throughout the day will provide an overview of everything those new to pooling might need or want to know. Material will be shared in traditional presentation style, with expert presenters engaged throughout for group discussion, as well as opportunities for peer-to-peer collaboration. Special focus and attention will be placed on Board-level discussions and understanding.

Part 3 will cover Claims. 

 

  

Speakers
avatar for Sheryl Brandt

Sheryl Brandt

Chief Risk Officer, Enduris
Sheryl Brandt has the privilege of partnering with more than 500 special purpose districts in the State of Washington in applying risk management to their daily operations. For the past several years she has worked with Port Districts, Fire Districts, Health... Read More →



Tuesday March 7, 2017 11:30am - 12:30pm EST
Royal Dublin

2:15pm EST

Pooling Basics IV

Are you new to pooling? The five-part Pooling Basics curriculum presented throughout the day will provide an overview of everything those new to pooling might need or want to know. Material will be shared in traditional presentation style, with expert presenters engaged throughout for group discussion, as well as opportunities for peer-to-peer collaboration. Special focus and attention will be placed on Board-level discussions and understanding.

Part 4 will cover Underwriting.

 

  

Speakers
avatar for Joel Kress

Joel Kress

Director of Special Projects, Association of Governmental Risk Pools
Joel currently serves as Director of Special Projects for AGRiP. Amongst his other projects, he is updating Pooling Basics to be included in a holistic initiative known as Pooling Academy. Although in its infancy, Pooling Academy will wrap up all educational initiatives in the pooling... Read More →



Tuesday March 7, 2017 2:15pm - 3:00pm EST
Royal Dublin

3:15pm EST

Pooling Basics V

Are you new to pooling? The five-part Pooling Basics curriculum presented throughout the day will provide an overview of everything those new to pooling might need or want to know. Material will be shared in traditional presentation style, with expert presenters engaged throughout for group discussion, as well as opportunities for peer-to-peer collaboration. Special focus and attention will be placed on Board-level discussions and understanding.

Part 5 will cover Loss Control, Risk Management, and Questions & Answers. 

 



Speakers
avatar for Joel Kress

Joel Kress

Director of Special Projects, Association of Governmental Risk Pools
Joel currently serves as Director of Special Projects for AGRiP. Amongst his other projects, he is updating Pooling Basics to be included in a holistic initiative known as Pooling Academy. Although in its infancy, Pooling Academy will wrap up all educational initiatives in the pooling... Read More →



Tuesday March 7, 2017 3:15pm - 4:15pm EST
Royal Dublin
 
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