2021 Agenda

October 26, 2021 | 8:45 am – 2:30 pm CST

8:45 - 9:00 am

Registration and virtual orientation

9:00 - 9:05 am

Opening remarks

Jesse Friedl

Global Production Manager, Key Media

9:05 - 9:50 am

Opening keynote: Growing for gold

In this session, you will hear from a Paralympic medalist as she shares insights into the work she invested to reach her goal – which wouldn’t have been possible without her teammates. This is collaborative leadership at its finest.

Danelle Umstead

3x Paralympic Skiing Medalist, First-ever Blind Contestant on DWTS

9:55 - 10:45 am

Panel: Choosing resilience

Resilience is a buzzword in our culture right now, and as we enter a post-COVID business environment, it is proving to be a particularly important trait for leaders looking to excel. This session will feature industry leaders as they share moments that required resilience and the skills they leaned upon to succeed.

  • What is resilience and how can you develop your own level of resilience?
  • What essential techniques can you use for resilience training?
  • Self-awareness, mental agility, optimism, and other traits to focus on
  • Tips for how to cope with stress and use it to perform better


Jodi Green

Owner, Legal Limits


Amelia Valz

SVP, Specialty Construction, Arch Insurance Group Inc.

Tiara Morris

Underwriting Technical Specialist, State Auto

Brooke Runnion

Executive Vice President, Lockton Companies

10:45 - 11:05 am

Networking and coffee break

11:05 - 11:45 am

Fireside chat: Diversity and inclusion initiatives that are working

It’s been a year of disappointments and lost battles, but also times of freeing change and hope. As an industry, it’s important that we continue to have candid conversations about how we can tangibly move forward and grow together through diversity, equity and inclusion (DEI). In this session, select transformational leaders discuss key initiatives that are moving the pendulum forward.

  • The problem with positive discrimination
  • Creating a truly inclusive culture – what’s working?
  • Companies and programs that stand out in terms of DEI
  • Where are we failing as an industry?

Liz Graham

Head of People Operations, Noyo

Dwight Williams

Area Vice President – Client Service Executive, Gallagher

Brigitte Spencer

Director of Personal Lines, Hanover Insurance Group

11:50 - 12:40 pm

Panel: Strategies for a remote workforce: How insurance leaders can make a difference in mental health

With an increase in reported mental health issues among employees during the COVID-19 crisis, companies are now shifting their priorities toward employee wellbeing. Especially in a hybrid or even fully remote workspace, 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 to action so that it becomes the 'norm'? In this session, panelists discuss best practices for creating a positive work environment that truly supports your team.

  • Developing effective initiatives to manage mental health and stress in a remote workforce
  • Establishing a culture of support through empathetic leadership
  • Mindfulness, ERG groups, and other tools to help find balance
  • Creating psychological safety in the C-suite


Priscila Costa Russo

Senior Client Manager, Swiss Re


Erika Robinson

Vice President of Client Services, TheBest Claims Solutions

Montrae Williams

Head of P&C Claims Sales and Service, The Hartford Financial Services Group, Inc

Pam Humphrey

SVP Global Client Executive, Major Accounts, Chubb

12:40 - 1:05 pm

Networking and lunch break

12:45 - 1:00 pm

Breakout session: DEI, turning conversation into action

We have been talking about DEI for decades, and unfortunately, we are not there yet. We all have biases that we are both aware of and unaware of. Social norms become ingrained and take years of effort to change. Many companies haven't thought about DEI as an investment decision with a return. We will know when we've arrived when diversity in leadership levels mirrors diversity in the population and employees feel a sense of equity, fairness and belonging as measured by surveys, overall sentiment and metrics like retention and engagement. Michelle will cover the commitment to diversity, equity and inclusion mirrors who we are and the organizations and individuals we serve. Embracing DEI is the right thing to do and requires action.

Heather Lawley

Global Head of Diversity, Equity, Inclusion, and Corporate Social Responsibility, Sedgwick

1:05 - 1:55 pm

Panel: Innovation: Evolving as an insurance market

Especially after a shocking year, innovation in the workplace remains necessary to stay relevant and competitive amid rapidly changing markets. How can companies create a culture of innovation and skillfully lead? What technological changes will insurance companies and their leaders likely need to embrace to be successful? Hear from key leaders as they share how the insurance industry has progressed in 2021 and where it is heading.

  • How has innovation played a role in your company and influenced your leadership principles?
  • Finding client success in a remote world
  • Virtual leadership: Communicating without face-to-face interaction
  • What we can expect to see in insurance in 2022 and beyond


Carey Anne Nadeau

Co-Founder and Co-CEO, Loop


Maria Porreca

Vice President and Chief Financial Officer, Texas Life Insurance Company

Kathleen Ziegler

Senior Vice President - Operations, CopperPoint Insurance Companies

Peter Grant

CEO, Safesite

Jeanette Ward

Chief Operating Officer, Texas Mutual Insurance Company

2:00 - 2:30 pm

Closing keynote: Challenging gender stereotypes and biases

Successful leaders embrace different perspectives, and often this uniqueness is what allows individuals to naturally thrive. How do gender stereotypes impact your chances of achieving your potential as a leader in the workplace? How can rising and established leaders confidently and authentically address gender biases? This session will provide perspective from a respected leader as she shares real examples of achieving incredible goals without sacrificing her values.

Fotini Iconomopoulos

Negotiation, Communication & Leadership Coaching, Forward Focusing

2:30 pm

Closing remarks and networking

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