UIPI Workshop

3rd Annual
National Urban Insurance Workshop
October 28-29, 2003
The Sofitel Water Tower
Chicago, Illinois

Workshop Agenda

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Organized by the Urban Insurance Partners Institute

Workshop Agenda

Tuesday, October 28, 2003

8:00 A.M. Registration and Continental Breakfast
Sponsored by Hanover Fire & Casualty Insurance Company
8:30 A.M. Welcome
Sue Johnson
Vice President
GeneralCologne Re, and
Chairman
Urban Insurance Partners Institute 		Suzanne Reade
President
Urban Insurance Partners Institute
9:00 A.M. Mexico’s Financial Services Initiative

Mexico is leading other Latin and Central American countries in helping U.S. immigrants access financial services. Through a broad initiative that includes the Matricula, an identification card issued by the Mexican government, Mexicans will be utilizing financial services in record numbers. To help facilitate tax payments, the Internal Revenue service is issuing special tax identification numbers. Learn how these initiatives will affect life insurance, as well as personal lines and commercial lines.

Speaker
Carlos Sada
Consul General of Mexico
10:15 A.M. Break
Sponsored by Lehigh Mutual Insurance Company 
10:30 A.M. Current Regulatory Issues

Leading urban insurance regulators will discuss emerging urban insurance issues, including recent court filings, court decisions, and regulatory initiatives.

Moderator
Bruce Foudree
Attorney
Lord, Bissell & Brook

Speakers
Hon. Holly Bakke
Commissioner
New Jersey Department of Banking and Insurance

Hon. Anne Benjamin (invited)
Director
Ohio Department of Insurance

Hon. Diane Koken
Commissioner
Commonwealth of Pennsylvania
Department of Insurance

Sponsored by Lord, Bissell & Brook

12:00 P.M. Lunch
12:30 P.M. Consumer Education
Consumer Action, a consumer education and advocacy organization, has launched an innovative financial literacy program with Capital One. Consumer Action’s national network of 7,000 commmunity-based organizations distributes two million multilingual publications each year. Learn how consumer education programs on topics such as insurance scoring might benefit both consumers and insurers.

Speaker
Ken McEldowney
Executive Director
Consumer Action

1:45 P.M. Building a Corporate Urban Markets Strategy
Companies that are the most successful urban marketers have a cohesive urban markets strategy. Find out how you can build a cross-functional team that can deliver strong, measurable bottom line results.

Speaker
Andrew Nuttney
Principal
Research & Advisory Group

Sponsored by Guy Carpenter & Company Inc. of Pennsylvania
2:45 P.M. Break
Sponsored by Kentucky Farm Bureau Insurance Company
3:00 P.M. Market Research Workshop
Discuss market research fundamentals with an international management consultant. Come prepared with questions, problems and challenges in this “ask the expert” session.

Speaker
Daniel J. Sullivan
President
D J Sullivan & Associates

4:15 P.M. Adjourn
5:30 P.M. Networking Hour
Meet other workshop participants, as well as local housing and economic development leaders, over cocktails in the second floor hotel lobby.

Sponsored by GeneralCologne Re

Wednesday, October 29, 2003

8:00 A.M. Continental Breakfast
 Sponsored by Indiana Farm Bureau Insurance
8:15 A.M. Opening Remarks
Gwendolyn Jones
Director, Emerging Markets
American Family Insurance, and
Chairman
Urban Insurance Partners Institute Workshop Committee
8:15 A.M. Illinois Urban Markets
Director Clark will provide an update on current Illinois issues and regulatory direction.

Hon. Anthony Clark
Director
Illinois Deparment of Insurance
8:45 A.M.

Product Development
Once you know how to build a corporate team and conduct urban market research, learn how to develop the right products and services.

Speaker
Werner E. Kruck, CPCU
Principal
Kruck Consulting

Moderator
Wayne E. Curtis
Vice President
The Philadelphia Contributionship Companies

Speaker
Donald W. Lewis
President and CEO
The Insurance Cooperative

Sponsored by The Philadelphia Contributionship Companies

9:30 A.M.

Agent Recruitment and Retention
Learn from a professional who has succeeded in building a large, diverse agent network in a major urban market.

Speaker
Donald W. Lewis
President and CEO
The Insurance Cooperative

Moderator
Wayne E. Curtis
Vice President
The Philadelphia Contributionship Companies

Sponsored by The Philadelphia Contributionship Companies

10:15 A.M. Break
10:45 A.M.

Building a Successful Corporate Strategy
Companies that have a cohesive strategy are most likely to succeed. Make sure you understand key urban market resources, and how to promote your urban markets initiative into a winning corporate-wide strategy.

Moderator
Gwendolyn Jones
Director, Emerging Market Development
American Family Insurance

Speakers
Darice M. Wright
Director, Financial Services
Sector of MetroEdge

Andrew Nuttney
Principal
Research & Advisory Group

Sponsored by American Family Insurance

11:45P.M. Break
12:00 P.M. Lunch
12:30 P.M.

Money Smart Week
The Federal Reserve Bank of Chicago launched a model financial literacy program that attracted over 160,000 visitors to its Web site this year. Learn how your company can participate in the 2004 Money Smart Week, or help start similar programs in other cities.

Speaker
Elizabeth L. Handlin
Manager of External Affairs
Federal Reserve Bank of Chicago
1:15 P.M. Closing Remarks

Suzanne Reade
President
Urban Insurance Partners Institute

1:30 P.M.

Adjourn

Check back soon at www.uipi.org for updates on the workshop agenda and speakers, or call (773) 880-8780.