2021 Agenda

LIVE and Online May 25, 2021 | 8:45 am - 3:15 pm ET

All in Eastern Standard Time (EST), UTC -5

8:45 - 9:00 am

Registration & Virtual Orientation

9:00 - 9:05 am

Opening Remarks

9:05 - 9:30 am

Opening Keynote: Leadership at any level

In this empowering keynote, respected industry leader will discuss her experience as a woman in insurance and obstacles she has overcome during her career journey. She will also discuss how ultimately you can positively influence others in the workplace to improve the direction of a company, no matter your role.

  • Building a supportive environment for women in safety: what does it take?
  • Tangible ways you can influence work culture - including the boardroom
  • How to be a team player in challenging situations
  • Common traits of a great leader
  • Your role as a leader to drive change: personally and professionally

Joyce Trimuel

Founder and CEO, Trimuel Enterprises, LLC

9:35 - 10:20 am

Panel: Taking a risk – How do you further your career

It’s natural to want to stay in your comfort zone, but is fear preventing you from moving up or trying something new? Taking a risk can look different depending on where you are in your career; however it’s necessary for both organizations and individuals looking to stay relevant and thrive. Explore how top leaders in the industry have navigated risks in their career, and beyond insurance – what you can do once you’ve “hit the top.”

  • Steps to manage risks and get out of your comfort zone
  • How to stand out while working from your dining room table
  • What can you do next to challenge yourself and grow as a leader?
  • Using your talents to be heard: write a book, serve on a board, start a committee and beyond
  • How to excel in your current position while remaining open to opportunities


Megan Zarnoch

Founder and CEO, Boundless Consulting Group


Manisha Bhargava

Global Head of Sales, Innoveo

Deborah Smith

Managing Director, Commercial Executive Team, US Financial Services, Microsoft

Jennifer Wilson

Director of Risk Management Services, Hub International Limited

Mark Morneau

Sr. VP & General Manager, National Insurance Risk Management, Liberty Mutual Insurance

10:25 - 10:50 am

Evolving in 2021: How insurance leaders can make a difference in mental health

Workplace mental health has been catapulted to the top of the management agenda in 2020. For many, 2020 has been a fatiguing year. What behaviors can employers incorporate to create a safer, more supportive workplace culture? How can the insurance industry move the conversation on mental health from discussion into action, so that it becomes the “norm”? In this session, we will discuss best practices for creating a positive work environment that truly supports employees.

  • A new year: where are we?
  • What can employers tangibly do to foster a healthy workplace culture?
  • What kind of mental health initiatives and resources are proving effective?
  • Mindfulness, ERG groups and other tools to help find balance
  • Creating psychological safety in the C-Suite

Gaurav Puthran

Vice President Operations, Genpact

Ingrid Russell

Lead Client Partner, Genpact

10:50 - 11:10 am

Her Workplace: Exploring women in the work force

Allison Guidette

Chief Executive Officer, SambaSafety

10:50 - 11:30 am

Networking & Coffee break

11:30 - 12:15 pm

Panel: Beyond mentorship: Becoming allies, champions and advocates for the next generation

Mentors have always played a critical role in offering guidance, inspiration, and support for women in the profession. Yet their role is only part of the equation for driving change and achieving true equality in leadership roles. Advocates and champions in the insurance profession are needed more than ever to ensure women flourish in leadership positions. What are some practical ways to effectively use mentors and champions to achieve career objectives? How can one move from being a mentor to becoming a champion and advocate? What are some examples of concrete actions that have been effective for improving leadership opportunities?

  • Mentor vs champion: what is the difference and where do they fit?
  • Leveraging the right allies and constituencies to promote equity and inclusion
  • What are some actions men can take to be better allies?
  • Going beyond your organization – using external advocates and champions
  • Tips for engaging potential champions to be your advocate


Elaine Caprio

President, Caprio Consulting


Tenesha Frazier-Levett

Global Relationship Leader, Diversity and Inclusion, Crawford & Co

Mike Koscielny

Director of Underwriting, Florida Peninsula

Amy Waninger

Founder and CEO, Lead at Any Level LLC

Lynn Serpico

Chief Client Officer and CEO US Multinational Clients, Aon Risk Solutions

12:20 - 1:00 pm

Working from home: How’s that working for you?

2020 is finally in hindsight, but what's changed? The pandemic has resulted in a "new normal," and it doesn’t seem to be changing any time soon. In this 45-minute session, a work-from-home expert shares simple tools and "juicy tidbits" for addressing a few of the challenges related to working from home including:

  • How to align your mind for true success in 2021
  • The 3 R's for making working from home actually work
  • The first step toward decluttering your life

Wendy Ellin

Work-From-Home Expert, #1 Bestselling Author

1:00 - 1:25 pm

Lunch break

1:25 - 2:10 pm

Panel: Owning your personal brand

The first step to crafting your personal brand is to lay a foundation that you can confidently and authentically build upon. In this impactful session, we navigate the power of knowing your personal brand, how to tell your story, how to be consistent, how to be ready to fail, and tools that are available to help you grow and establish your brand and online presence.

  • What is a personal brand and why is it important?
  • Where do I start? Steps to building your personal brand
  • How can you develop your position as a leader while working from home?
  • Tools to articulate your personal brand at work


Denise Campbell

Senior Vice President – Client Executive, Marsh


Melissa M. D’Alelio

Partner and Co-Chair, Insurance and Catastrophic Loss Group of Robins Kaplan LLP

La’Vonda McLean

Global FINEX Industry Segmentation Leader – North America, Senior Vice President, Broker, Willis Towers Watson 

Aditi Sahani

Head of Product, Intuit QuickBooks Insurance  

2:15 - 2:40 pm

Closing Keynote: Diversifying the workforce—Essential, urgent, and long overdue

In a market that continues to change, few would argue against the need for increased diversity in insurance. But how can we move this conversation forward in insurance? Striving to build an authentically inclusive workplace, this closing keynote will analyze the current status of the industry and how to advance diversity, equity and inclusion from discussion into action.

  • What can we learn from the next generation’s approach to equity in the workplace?
  • Gender and beyond: advice for how you can help support diversity in your workplace
  • What do you say? How do you support others when you’re unsure
  • How does a diverse and inclusive workplace promote innovation and deliver better results?

Dawn Frazier-Bohnert

EVP & Global Diversity, Equity & Inclusion Officer, Liberty Mutual Insurance

2:40 pm

Closing Remarks

2:45 - 3:15 pm

Networking and Refreshments

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