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Saturday, September 17
 

8:00am PDT

URMIA Pre-Conference Board of Directors Meeting
Saturday September 17, 2016 8:00am - 4:00pm PDT
Bayview Manchester Grand Hyatt
  Board of Directors, Meeting

8:00am PDT

Conference Registration
Saturday September 17, 2016 8:00am - 5:00pm PDT
Palm Foyer Manchester Grand Hyatt

1:00pm PDT

Pre Conference Session - Risk Management 101
(Free) Risk means different things to different people. Some are risk averse while others are risk takers. Some campus departments see an issue as a risk to their activities while others see the same issue as a benefit.

Risk Management 101: Practical Application for Higher Education, a FREE four-hour long session, will provide participants with an opportunity to explore what risk looks like for them, as well as have the opportunity to compare and contrast those ideas with their constituents at other institutions. Experienced higher education risk managers will facilitate discussion on how you can utilize this information to begin developing a risk management plan for your school.

This workshop will explore how attendees can make risk management "real” for others on their campus by utilizing formal risk management processes to identify, mitigate and respond to potential exposures. Participants will be given the opportunity to network with their colleagues to discuss concerns, strategies, roadblocks and navigational tools that will allow them to begin important conversations on their campuses.

The workshop is geared toward professionals new to risk management and those new to higher education. Participants will have a chance to meet their new colleagues in a smaller setting before the conference. New members and first time conference attendees will also be invited to join us for the President's Reception later that evening.
Speakers
avatar for Courtney Davis

Courtney Davis

Director of Risk Management, University of Chicago
Courtney C. Davis joined the University of Chicago’s Office of Risk Management in May 2015 where she serves as the senior insurance and risk management position in the University and is accountable for achieving strategic objectives and ensuring effective risk management for the... Read More →
avatar for Stacie Kroll

Stacie Kroll

Risk Manager, Five Colleges Incorporated
Formerly an Employment Practices Liability and Directors and Officers Liability Claims Adjuster with Chubb Insurance Company, Stacie discovered her interest in insurance and risk management when she began working as a Continual Improvement Group Leader for a manufacturing facility... Read More →
avatar for David Snowe

David Snowe

Insurance Manager, Pennsylvania State University
Mr. Snowe joined Penn State’s Risk Management and Privacy Office in July 2007, where he is responsible for the design and implementation of the University’s commercial property/casualty program, which includes the Milton S. Hershey Medical Center.
avatar for Brenda Tappan

Brenda Tappan

Risk Management Consultant, United Educators Insurance
Brenda Tappan, ARM joined United Educators as a Risk Management Consultant in September of 2006. As a member of the Training Implementation Team, she works with UE’s members to bring courses, online tools and other resources to their campus in an attempt to reduce risks and increase... Read More →

Saturday September 17, 2016 1:00pm - 5:00pm PDT
Seaport F Manchester Grand Hyatt
  Building Foundations, Pre-Conference Workshop

6:00pm PDT

President's Reception
(Invitation only) URMIA's President’s Reception is a great opportunity for new members and first time conference attendees to get to know the leaders of URMIA in a more intimate, casual environment. Attendees include the URMIA Board of Directors, URMIA committee chairs, the 2016 Annual Conference Committee, Membership Committee, new members, first time attendees, and the event sponsor. Join us and let us to welcome you to the conference and to URMIA! If you have any questions, please stop at the registration desk.
Sponsors
avatar for Cross Insurance Higher Education Division

Cross Insurance Higher Education Division

President's Reception Sponsorship
To learn more about this sponsor, click the link above.

Saturday September 17, 2016 6:00pm - 9:00pm PDT
Bayview Manchester Grand Hyatt
  Event or Activity, Special Event
 
Sunday, September 18
 

7:15am PDT

Golf Outing
(Additional Fee) The golf outing is a great chance to see old friends or meet new ones before the conference kicks off. This year’s outing will be at Steele Canyon Golf Club in Jamul, CA.

Steele Canyon is one of Southern California's finest golf clubs, featuring 27-holes of championship golf that was personally designed by Gary Player, one of history’s greatest golfers, with a respect and appreciation for the natural beauty of the terrain. Since opening for play, Steele Canyon has been celebrated as one of California’s most exciting golf courses. From the dramatic elevation changes of the Canyon nine to the subtle nuances of the Vineyard nine and the total seclusion of the Ranch nine, any combination will make for a wonderful day of golf. As a recipient of Golf Digest's prestigious "4-½ Star Award" Steele Canyon Golf Club has been nationally recognized as one of Southern California's best publicly accessible golf courses.

Our outing will be played on the Canyon and Ranch courses.

Note: Shotgun start at 8:30 am. Please meet in the hotel lobby by 7:15 am. Bus will depart at 7:30 am.

Included in the cost of the golf outing is transportation, continental breakfast, lunch, and prizes. Golf club rentals are an additional $65.00 fee and must be arranged during conference registration.

Special thanks to our golf outing sponsors Gallagher Higher Education Practice and Terra Dotta.
Sponsors
avatar for Arthur J. Gallagher Risk Management Services

Arthur J. Gallagher Risk Management Services

Golf Outing Sponsorship, Opening Reception Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Terra Dotta

Terra Dotta

Golf Outing Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.

Sunday September 18, 2016 7:15am - 3:00pm PDT
Steele Canyon Golf Club Depart from Kettner entrance of hotel
  Event or Activity, Special Event

8:00am PDT

Conference Registration
Sunday September 18, 2016 8:00am - 5:00pm PDT
Palm Foyer Manchester Grand Hyatt

8:45am PDT

Guest Activity: San Diego Zoo - Admission and Transportation
(Additional Fee) General admission ticket and transportation will be provided. Participants will board transportation beginning at 8:45am for a 9:00am departure time. The San Diego Zoo, operated by the San Diego Zoo Global, a not for profit organization, is committed to saving species worldwide. The 100-acre zoo is home to more than 650 species and subspecies, and more than 700,000 exotic plants. Return transportation will pick you up at 3:30pm for drop off at the Manchester Grand Hyatt. Learn more about the San Diego Zoo by visiting zoo.sandiego.org
Sunday September 18, 2016 8:45am - 3:30pm PDT
San Diego Zoo Depart from Kettner entrance of hotel
  Event or Activity, Guest Tour

9:00am PDT

Pre Conference Session - Associate in Risk Management Review Session - ERM (ARM-E)
(Additional fee) Kick off your trip to San Diego by taking the next step on your professional development path. Don't miss this chance to review for the Associate in Risk Management - Enterprise Risk Management (ARM-E) track. URMIA will offer this pre-conference workshop to provide a comprehensive review session for the Associate in Risk Management - ERM exam. The ARM is a nationally recognized educational program for dedicated professionals. Learn how enterprise risk management (ERM) applies across various functions of an organization, including strategic planning, governance and process management.

Note that this will be a review session in ERM 57 concepts. The Institutes’ suggested self-study time is 7-9 weeks. Attendees should purchase their own study materials and plan to begin studying before the conference depending on when they plan to sit for the exam. Study materials can be purchased directly from the Institutes' website. URMIA offers a FREE online study course through the ARM Study Group as well, please take advantage of this.

The following courses are required to earn the ARM designation: ARM 54—Risk Management Principles and Practices, ARM 55—Risk Assessment and Treatment, and ARM 56—Risk Financing. Completing the ERM 57 test in addition to these earn you the ARM-E designation. For more information, visit the Institutes' ARM website.
Speakers
avatar for Thomas P. Walsh A.R.M. C.M.S.P. C.H.M.M. C.H.S.M

Thomas P. Walsh A.R.M. C.M.S.P. C.H.M.M. C.H.S.M

Co-Founder and Principal, Enterprise Risk Management Services
Tom’s 30 years of experiences include risk management, safety, environmental, human resources, security and emergency response services primarily for large self-insured corporations & county government. His specialty is in enterprise risk management and SHE/EHS with an emphasis... Read More →

Sunday September 18, 2016 9:00am - 5:00pm PDT
Balboa Manchester Grand Hyatt
  Continuing Education, Pre-Conference Workshop

12:30pm PDT

URMIAcares Community Service Event
(Free) If you haven’t participated in URMIAcares yet, this is your year! URMIAcares gives attendees and guests the chance to give back to the community hosting our conference through various community service activities. It’s a great chance to make new friends, get to know fellow members, and do some good before the conference kicks off.

Our first activity available, Adopt-A-Canyon will include cleanup of the Juniper Canyon in San Diego. All participants are required to wear closed toe shoes and we recommend also, sun screen and hat, as well as long pants.

The second option will take place at Wesley Palms Senior Community, and volunteers will have the opportunity to interact and spend one-on one time in the memory care unit and participate in a fun sing along!

In addition, URMIAcares is once again hosting an annual toiletry collection. Just drop off your toiletries at the registration desk at any time during the conference, and URMIA will take care of the rest! Donations provided will be given to the Veteran’s Village of San Diego!
Sponsors
avatar for American Technologies Inc.

American Technologies Inc.

Program Books, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Aon Risk Solutions

Aon Risk Solutions

Friends of URMIA, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Arthur J. Gallagher Risk Management Services

Arthur J. Gallagher Risk Management Services

Golf Outing Sponsorship, Opening Reception Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Ascension Insurance

Ascension Insurance

URMIAcares
To learn more about this sponsor, click the link above.
avatar for Bob McCloskey Insurance

Bob McCloskey Insurance

URMIAcares
To learn more about this sponsor, click the link above.
avatar for Duff & Phelps

Duff & Phelps

New Member Session Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Encampus

Encampus

Friends of URMIA, Scholarship Fund Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Fred C. Church

Fred C. Church

Friends of URMIA, Scholarship Fund Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Genesis Management and Insurance Services Corporation

Genesis Management and Insurance Services Corporation

Scholarship Fund Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Guarantee Trust Life

Guarantee Trust Life

Scholarship Fund Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for LMC Insurance & Risk Management

LMC Insurance & Risk Management

URMIAcares
To learn more about this sponsor, click the link above.
avatar for Marsh USA Inc.

Marsh USA Inc.

Gala Cocktails & Dinner Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Paul Davis National

Paul Davis National

Scholarship Fund Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Rimkus Consulting Group Inc.

Rimkus Consulting Group Inc.

URMIAcares
To learn more about this sponsor, click the link above.
avatar for Risk Strategies Company

Risk Strategies Company

URMIAcares,Friends of URMIA
To learn more about this sponsor, click the link above.
avatar for Riskonnect

Riskonnect

URMIAcares
To learn more about this sponsor, click the link above.
avatar for Safety National

Safety National

Friends of URMIA, Internet Cafe Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Terra Dotta

Terra Dotta

Golf Outing Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Travelers

Travelers

URMIAcares, URMIAfit
To learn more about this sponsor, click the link above.
avatar for Zurich

Zurich

URMIAcares
To learn more about this sponsor, click the link above.

Sunday September 18, 2016 12:30pm - 3:30pm PDT
Multiple Locations Depart from Kettner entrance of hotel
  Event or Activity, Special Event

1:00pm PDT

Guest Activity: San Diego Downtown Walking Tour
(Additional Fee) Join in and explore downtown San Diego on this fun and interactive walking tour! This tour will explore Seaport Village while walking along the beautiful San Diego Bay. You will see gorgeous views of Coronado, as well as a number of unique landmarks such as the historical Star of India and the USS Midway. The Gaslamp Quarter will offer many interesting and hysterical stories provided by your guide! Unique and hidden spots of downtown will also be explored, as well as fun roof top lounges, hip hotels and lovely local restaurants.

This relaxing casual tour is perfect for people of all fitness levels. There will be plenty of amazing views and photo opportunities so make sure to bring your camera! Participants are advised to wear sneakers, no flip flops, sandals, dress shoes or heels. Comfortable, casual weather appropriate clothing is best! Sunglasses, a hat/sunscreen are also recommended. Women should avoid bringing heavy purses as it’ll weigh them down. Participants may also want to bring bottled water in case they get thirsty. Eating prior to the walk is highly advised so you don’t arrive hungry. Please bring identification.
Sunday September 18, 2016 1:00pm - 3:30pm PDT
San Diego Depart from Kettner entrance of hotel
  Event or Activity, Guest Tour

4:00pm PDT

New Member & First-Timer Session
(Free) If you’re attending the URMIA Annual Conference for the first time or are a new member, be sure to attend this session. You will be introduced to some of URMIA's key players and get a chance to meet your peers and make new contacts in the risk management profession. After this session, you will be well on your way to becoming a future leader of URMIA!
Sponsors
avatar for Duff & Phelps

Duff & Phelps

New Member Session Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.

Sunday September 18, 2016 4:00pm - 6:00pm PDT
Bayview Manchester Grand Hyatt
  Building Foundations, Networking Opportunity

8:00pm PDT

Opening Reception
(Free for full attendees; $80 for one-day registrants and guests) Join your URMIA colleague’s at the 47th Annual Conference Opening Reception at the Manchester Grand Hyatt on the 4th level pool deck. Learn why some feel the west coast is the best coast and enjoy San Diego’s famous weather while catching up with new and old friends. Attendees should dress comfortably and we encourage you to wear your school colors. Please note that a full dinner will not be provided at the opening reception, but we will have light refreshments!
Sponsors
avatar for Arthur J. Gallagher Risk Management Services

Arthur J. Gallagher Risk Management Services

Golf Outing Sponsorship, Opening Reception Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.

Sunday September 18, 2016 8:00pm - 10:00pm PDT
Fourth Level Pool Deck Manchester Grand Hyatt
  Event or Activity, Special Event
 
Monday, September 19
 

6:15am PDT

URMIAfit: Pilates
Start each morning by invigorating your body and energizing your mind for your day at URMIA. Pilates focuses upon flexibility, strengthening, control, and endurance and can be done just about anywhere. Modifications for more challenging moves permit just about everyone to participate. Wear flexible, comfortable clothes. Mats are provided and shoes are optional.

David discovered Pilates while recovering from a back injury. Months later, his mat was closest to the front of the class when the instructor overslept. A little persuasion sent him through the YMCA training program and then ten years leading Pilates for all levels at two YMCA branches.
Speakers
avatar for David Parker

David Parker

Director, Risk & Emergency Management, Angelo State University, Texas Tech University System
David discovered Pilates while recovering from a back injury. Months later, his mat was closest to the front of the class when the instructor overslept. A little persuasion sent him through the YMCA training program and then ten years leading Pilates for all levels at two YMCA br... Read More →

Sponsors
avatar for Travelers

Travelers

URMIAcares, URMIAfit
To learn more about this sponsor, click the link above.

Monday September 19, 2016 6:15am - 7:00am PDT
Marina Courtyard (Marina Room Backup Location) Manchester Grand Hyatt
  Event or Activity, URMIAfit

7:00am PDT

Breakfast
Monday September 19, 2016 7:00am - 8:00am PDT
Seaport Ballroom Manchester Grand Hyatt

7:00am PDT

Conference Registration
Monday September 19, 2016 7:00am - 5:00pm PDT
Palm Foyer Manchester Grand Hyatt

8:00am PDT

Welcome and Association Highlights
Monday September 19, 2016 8:00am - 8:30am PDT
Seaport Ballroom Manchester Grand Hyatt
  General Session

8:30am PDT

Keynote Speaker: Nathan Brostrom University of California CFO
Speakers
avatar for Nathan Brostrom CFO

Nathan Brostrom CFO

Executive Vice President - Chief Financial Officer, University of California, Office of the President
Nathan Brostrom was appointed Executive Vice President - Chief Financial Officer for the University of California in September 2014. As CFO, he oversees financial management for the University of California system, which includes ten UC campuses, five academic medical centers and... Read More →

Brostrom Keynote 20160919 pdf
Monday September 19, 2016 8:30am - 9:30am PDT
Seaport Ballroom Manchester Grand Hyatt
  General Session

9:00am PDT

Guest Activity: The Jewel By the Shore: La Jolla
(Additional Fee) La Jolla is a must see when visiting San Diego, as well as being one of the most exquisite areas in the country to live. The first approach to the seaside community can feel like entering paradise as La Jolla Cove’s sun-dappled water comes into view.

Departure from the hotel is 9:15am, so please arrive to loading area by 9:00am. Your day will begin at the Birch Aquarium at Scripps where you will connect with local marine life and explore the different oceanic habitats. Free time in La Jolla for shopping and lunch on own will follow. La Jolla’s village hosts many hot and trendy restaurants serving some of California’s most fabulous cuisine. Visit boutiques, galleries, designer studios, and La Jolla’s magnificent coast line which includes the famous La Jolla Cove. Participants will depart from La Jolla at 3:30pm for drop off at the Manchester Grand Hyatt.
Monday September 19, 2016 9:00am - 4:00pm PDT
La Jolla Depart from Kettner entrance of hotel
  Event or Activity, Guest Tour

9:30am PDT

Break
Sponsors
avatar for The Hartford Financial Services Group Inc.

The Hartford Financial Services Group Inc.

Conference Break Sponsorship
To learn more about this sponsor, click the link above.

Monday September 19, 2016 9:30am - 9:50am PDT
TBA

9:50am PDT

Data Breach Preparedness & The Threats to Higher Education
Institutions of Higher Education collect a great deal of information on potential applicants, matriculated students and their families, and alumni and there is a legitimate business purpose to keep this information for an alumni’s entire life and even longer in many cases. There is a great benefit to having as much information as possible on students and alumni but with this information comes significant liability. This session will help risk managers understand the unique threats that institutions face and the regulatory requirements that dictate how institutions need to respond in the event that information is compromised. Given the increased scrutiny from boards and media and the immense costs associated with the response and potential litigation we will help attendees understand what can be done to prepare for the inevitable data breach to manage costs and make sure that the process is as efficient as possible. We will also discuss some of the intricacies of the cyber liability insurance marketplace providing attendees with some tips to consider when purchasing and negotiating a cyber liability program.

Topics to cover: Cyber crime threat matrix for higher education institutions, overview of the regulatory environment, data breach preparedness tips, and a discussion about important considerations when purchasing and negotiating a cyber liability program.

Who should benefit: Risk Managers will benefit from a program like this by gaining a deeper understanding of the environment around data breaches and how they can make their institutions more attractive risks by managing and transferring this exposure off of their balance sheets.

What attendees should learn: Attendees will learn more about this extremely real and developing exposure and how to prepare for the inevitable incident with or without insurance. Attendees will also gain clarity on how insurance companies and underwriters view this risk, how the risks are managed and priced and what risk managers can do to ensure their risks are being underwritten properly based on their risk profile.

As a result in participating in this session, attendees will:
Understand analysis of threats, regulations that dictation response and create significant costs, how institutions can prepare and respond for a data breach, and important considerations when purchasing and negotiating a cyber liability insurance program.
Moderators
avatar for Samuel (Sam) Florio (Moderator)

Speakers
avatar for John Mullen

John Mullen

Partner, Bisgaard & Smith LLP
John F. Mullen is the Managing Partner of the Philadelphia Regional Office and Chair of the US Data Privacy and Network Security Group with Lewis Brisbois Bisgaard & Smith. Mr. Mullen concentrates his practice on first- and third- party privacy and data security matters, and (with... Read More →
avatar for Bret Murray

Bret Murray

Manager, Risk Management & Insurance, Tufts University
Bret Murray is the Manager of Risk Management and Insurance at Tufts University. He oversees the insurance and risk management programs at Tufts three Massachusetts campuses and its international campus in Talloires, France. Mr. Murray also represents Tufts on the board of a Vermont-based... Read More →
avatar for Robert Rosenzweig

Robert Rosenzweig

National Cyber Risk Practice Leader, Risk Strategies Company
Robert H. Rosenzweig, RPLU is the National Cyber Risk Practice Leader at Risk Strategies Company. In this role Rob is responsible for coordinating and growing the cyber liability business across all Risk Strategies offices nationwide. Rob also works directly with the firm’s clients... Read More →

Presentation Handout pdf
Monday September 19, 2016 9:50am - 11:05am PDT
Seaport G Manchester Grand Hyatt
  Continuing Education

9:50am PDT

Exporting Risk Management: Risk Assessment Workshop in Export Control (GRAC Partnered Session)
How can risk managers and risk assessment techniques be used to improve export control administration on your campus? In this workshop, the presenters share their experience working together in assessing export control risk. Participants will have the opportunity to apply a risk assessment model to export control risk. Risk Managers can gain an understanding of how to guide export control administrators through the process of assessing risk, the potential financial and reputational impacts of non-compliance. This is one model using the risk management process to assess risk, and develop a plan of action.

As a result in participating in this session, attendees will learn how to work with export control administrator on your campus through a risk assessment process and apply a model of risk assessment to export control. Attendees will also hear about lessons learned, and examples of this process at Colorado State University.
Moderators
avatar for Leta Finch (Moderator)

Speakers
avatar for Sally Alexander

Sally Alexander

Director and Chief Risk Officer, Colorado State University
Sally Alexander serves as Director, and Chief Risk Officer for Colorado State University. She manages the operations of the office of Risk Management & Insurance (RMI) as well as leading institutional risk management efforts on campus. She serves on the Board of Directors of URMIA... Read More →
avatar for Scot Allen

Scot Allen

Export Control Administrator, Colorado State University
Scot Allen serves as Colorado State University's export control administrator, and facility security officer. He works with faculty members, researchers, and administrators to provide training and professional development in export control, establish technology control plans, apply... Read More →

Presentation Handouts ed04 pdf
Monday September 19, 2016 9:50am - 11:05am PDT
Balboa Manchester Grand Hyatt
  Continuing Education

9:50am PDT

Greek Organizations On Campus
Greek organizations provide students with strong social ties and philanthropic opportunities. Yet, despite these advantages, a number of colleges and universities are re-evaluating their relationships with Greek organizations, particularly fraternities. In spring 2015, 133 Greek chapters were shut down, suspended, or otherwise punished after alleged offenses. For colleges and universities that seek to retain the tradition of Greek life, a sound risk management program is essential to protect students from harm and to safeguard the institution, its officers, and its assets. This session will discuss recognition and lease agreements, party oversight, recruitment practices, non-recognized organization activity, and insurance concerns.

As a result of participating in this session, attendees will; speak with other risk managers about their experiences interacting with Greek organizations, learn how Pepperdine University manages its relationship with Greek organizations, and also learn seven strategies to address common issues in the Greek-higher ed relationship.
Moderators
avatar for Glenn Klinksiek (Moderator)

Speakers
avatar for Melanie Bennett

Melanie Bennett

Associate Risk Management Counsel, United Educators
Melanie Bennett joined United Educators (UE) in 2014 as an assistant risk analyst in the Risk Management Department. She serves as the subject matter expert for the update of UE’s Protecting Children Learning Program. In her role, Melanie has conducted studies on UE’s educator... Read More →
avatar for John Schwartz

John Schwartz

Director of Risk Management, Educational Institutional Insurance Administrators, Inc.
John Schwartz currently serves as Director of Insurance and Risk at Pepperdine University in Malibu, California. In this role he is responsible for the University’s insurance program and coordinates all aspects of claims and loss control, both domestically and for Pepperdine’s... Read More →

Presentation Handouts ed01 pdf
Monday September 19, 2016 9:50am - 11:05am PDT
Seaport F Manchester Grand Hyatt
  Continuing Education

9:50am PDT

Staying on the Path: Avoiding Coercive Risks and Propriety Loss to Scholars Traveling Abroad
Higher education has not adequately addressed the risk to students, faculty and staff that is posed by coercive activities undertaken by corporate and foreign government intelligence services. Many campuses have projects and experts that are of great interest to foreign governments, industrial saboteurs, and outside faculty who may attempt to obtain and exploit ongoing research and development without regard for professional propriety or public law. Students and scholars unwittingly may come into contact with those acting on behalf of foreign commercial and government interests as they travel abroad. What steps should risk and security professionals take to educate our international travelers and prevent the loss of intellectual property? Join four experts in international health and safety with varying connections to the intelligence community to consider the following questions (and more): What puts your campus and its travelers at risk? How is intelligence gathered? Who is a target? Where should you be wary? This interactive workshop will increase shared knowledge and offer increased capacity to promote compliance with existing contracts and legislation. It will help you establish processes to identify and inhibit outsiders from stealing this intellectual property, which may result in lost federal funding and/or violating contract terms with corporate partners. Our students and scholars make great personal and institutional investments into the development of knowledge and its translation to increased capacity. As risk and security professionals, we are charged with taking steps to help prevent outsiders from capitalizing on their hard work. The subject of protecting higher education travelers from exploitative foreign interests demands broader discussion and timely address.

As a result of participating in this session, attendees will be able to identify at least four potential traveler vulnerabilities that may be exploited for intelligence gathering. Attendees will receive tips to promote awareness of academic travelers for intelligence gathering techniques, and lastly they will begin to consider their institutional risk exposure to intelligence gathering and identify campus activities that put their international travelers at risk.
Moderators
avatar for Juan Azcarate (Moderator)

Speakers
avatar for Ronald Machoian

Ronald Machoian

International Safety and Security Director, University of Wisconsin Madison
Ronald Machoian is the University of Wisconsin-Madison’s International Safety and Security Director (ISSD) and a Senior Lecturer in International Studies/Global Security. He has a wide background of experiences in both higher education and government service. At UW-Madison, Ron... Read More →
avatar for Laura Provencher

Laura Provencher

International Risk Analyst, University of Arizona
Laura Provencher is the International Risk Analyst at the University of Arizona (UA). At UA she oversees and supports the safety of all students, faculty, and employees on official international travel through policy development, emergency planning and response, international travel... Read More →
avatar for Nick Vasquez

Nick Vasquez

International Travel and Security Manager, The College of William and Mary
Nick oversees all aspects of emergency communications and 24/7 emergency response related to university-sponsored international travel, monitors international developments and assesses risk for overseas travel for students, faculty and staff who go abroad on university-sponsored travel... Read More →

Presentation Handouts pdf
Monday September 19, 2016 9:50am - 11:05am PDT
Seaport H Manchester Grand Hyatt
  Continuing Education

9:50am PDT

The Changing Landscape of Alternative Funding for Student Health Insurance Plans
Historically, the majority of Colleges and Universities that have sponsored a Student Health Insurance Plan (SHIP) have purchased a fully-insured policy through the traditional insurance marketplace, due to the high level of competition through bid pricing. This marketplace has continued to retrench, as a result of increased State and Federal compliance regulations. Within the current Affordable Care Act (ACA) insurance environment, conventional options are being negatively impacted by the rising cost of health insurance, along with the enactment of ACA coverage mandates and associated ACA fees/taxes. These mandates and fees have many institutions (employers) exploring the possibility of various self-insuring methods, in order to maintain a comprehensive SHIP at the most affordable rate. The Employee Retirement Income Security Act (ERISA), a Federal Act, provides employers the ability to self-fund their employer-sponsored health benefit plan, regardless of their size or state. Since students are not employees of the University, SHIPs are not afforded the ability to self-fund at the Federal level (as governed by ERISA). Instead, the ability to self-fund student health is regulated at the State level. A number of states have created legislation that provides for self-funding, in some cases specifically restricting self-funding, while others do not provide commentary/guidance either way. This session will detail considerations made by two major Universities and their consultants, as they have investigated the possibility of self-funding their SHIP, in cases where the domiciled state allowed it, and an alternative method for cases where the state did not provide a clear path to do so.

As a result of participating in this session, attendees will gain an overview of the insurance marketplace and pricing within the Affordable Care Act (ACA) environment, understand the fiduciary and administrative benefits of self-funding health/accident plans, and learn how a captive insurance company can provide a solution that works for all parties (the University, students, and State Department of Insurance). Attendees will also understand how an institution might evaluate self-funding as an alternative, understand threats and opportunities for all funding options, and understand the Federal certification process to obtain Minimum Essential Coverage (MEC) status.
Moderators
avatar for Stacie Kroll (Moderator)

Speakers
avatar for Luke Figora

Luke Figora

Assistant Vice President, Risk Management and Environmental Health & Safety, Northwestern University
Luke Figora is currently the Assistant Vice President for Risk Management and Environmental Health & Safety at Northwestern University. In this role, he has responsibility for all risk finance and insurance programs, serving as the Chief Operating Officer of Rubicon Insurance Company... Read More →
avatar for Teresa Koster

Teresa Koster

Division President, Gallagher Student Health & Special Risk
In the fall of 1994, Teresa Koster founded Koster Insurance Agency, with the goal of establishing an innovative insurance agency through which she could lend her two decades of experience in Public Health, Managed Care and Insurance industries, as well as her in-depth knowledge of... Read More →
avatar for Michael P. Madden

Michael P. Madden

Division Senior Vice President, Artex Risk Solutions, Inc
Michael P. Madden is the Division Senior Vice President for Benefit Captives at Artex Risk Solutions, Inc., the alternative risk division of Arthur J. Gallagher (NYSE: AJG). In this role, Mike leads Artex’s Benefit Captive strategy, which provides employers with the opportunity... Read More →
avatar for Craig McAllister

Craig McAllister

Director of Risk Management and Insurance, Cornell University
Craig McAllister is the Director for the Office of Risk Management and Insurance at Cornell University and has been in this position since 2011, having previously served as the Assistant Director starting in 2001. Prior to his position at Cornell, Craig worked in several capacities... Read More →

Presentation Handouts pdf
Monday September 19, 2016 9:50am - 11:05am PDT
Gaslamp Manchester Grand Hyatt
  Continuing Education

11:15am PDT

Awards Luncheon and Round Table Discussions
In an effort to facilitate networking in the many facets of higher education risk management, for this lunch we will have tables labeled with the following topics: business continuity, emergency response, ERM, EH&S, international, compliance, regulatory affairs, loss prevention, minors and safety. You will be asked for your choice during registration, so we can set up the room according to YOUR needs. This is a terrific way to broaden your network and talk about these specific areas of higher education risk management. After some lively discussion with your new colleagues help congratulate the recipients of the 2016 distinguished risk manager Award.
Sponsors
avatar for The Cincinnati Insurance Companies

The Cincinnati Insurance Companies

Luncheon Sponsorship
To learn more about this sponsor, click the link above.

Monday September 19, 2016 11:15am - 12:30pm PDT
Seaport Ballroom Manchester Grand Hyatt
  General Session

12:40pm PDT

Electrifying Your Risk Management Program
A well designed website is a good starting point as a means of communicating the presence of Risk Management within your University, identifying your Mission, your organizational structure and scope of operations. This will be of significant value in creating visibility within the University Community, and providing members of the University Community with a range of tools and resources that facilitate their success in accomplishing their educational objectives. During this session, we will introduce various electronic tools that can facilitate the work of Risk Management, reducing the burden of faculty and staff in communicating information and requests for assistance to Risk Management. This would begin with a well-designed departmental website and other opportunities to communicate with the University Community, such as Risk Management blogs, and the use of social media, including tools such as Facebook and Twitter. Examples of beneficial tools include electronic waiver forms, Certificate of Insurance tracking systems and/or database, Authorized Driver program management (including DMV data collection), university vehicle management/tracking system, including vehicle maintenance register/software, incident reporting and claims management systems, contract management/routing systems, education and training request form and implementation of electronic systems to deliver training, Enterprise Risk Management (ERM) software for facilitating a successful ERM program. A related goal is to facilitate the generation of quantitative data that documents the scope and volume of work of the department, generally a necessary pre-condition to securing needed ongoing and special funding requests from upper management. The objective of this presentation is not to provide detailed information, but to create awareness, and to begin to develop resource lists that can support the needs of the URMIA membership.

As a result of participating in this session, attendees will understand some of the key elements of effectively communicating with the University Community and effective deployment of resources that will facilitate the work of the Risk Manager, while creating efficiency in operations for the entire community.
Moderators
avatar for Steve Stoeger Moore (Moderator)

Speakers
avatar for Allan Brooks

Allan Brooks

Director, Risk Management, Chapman University
Associate in Risk Management, Chartered Property Casualty Underwriter, Associate in Underwriting, Associate in Reinsurance. An established professional in risk management and insurance, with demonstrated success in planning, organizing and managing programs of risk management, safety... Read More →
avatar for Mark Woodland

Mark Woodland

VP, Strategic Marketing & Communications, Chapman University
Mark Woodland is vice president for marketing and communications at Chapman University. His involvement in marketing spans more than thirty years, and includes work in the banking and healthcare arenas. He came to Chapman in 2010 from a similar role at the University of Utah, to organize... Read More →

Presentation Handouts pdf
Monday September 19, 2016 12:40pm - 1:40pm PDT
Gaslamp Manchester Grand Hyatt
  Building Foundations, Educational Session

12:40pm PDT

Risk Disclosure in Education Abroad
Education Abroad program risks must be clearly communicated to participants. Proper disclosure supports risk mitigation and turns participants into partners working together to minimize risk exposure. Panelists will review multiple models for risk disclosure and discuss content of disclosures, timelines, informed consent, and assumption of risk. Tabletop scenarios utilizing real-life case studies will draw out key concepts that participants can take home and apply at their own institutions.

As a result in participating in this session, attendees will understand key standards and resources from the field of education abroad that can guide risk identification and disclosure for international programs, be able to utilize multiple methods of risk disclosure to inform students and parents of risks of education abroad programs, and be able to partner effectively with education abroad professionals at their home institutions to develop program materials and orientations to properly disclose risks to students.
Moderators
avatar for Kathy Hargis (Moderator)

Speakers
avatar for William (Bill) Ferreira

William (Bill) Ferreira

Partner, Hogan Lovells
William (Bill) Ferreira is a leading adviser on international academic and research programs. He works closely with higher education institutions on study abroad programs; foreign campuses; international degree programs; overseas scientific and medical research; international student... Read More →
avatar for Alana Jones

Alana Jones

Deputy Director of the Office of International Affairs, University of Colorado
Alana Jones is the Deputy Director of the Office of International Affairs (OIA) at the University of Colorado Denver | Anschutz Medical Campus. OIA facilitates collaborative and innovative global engagement for the university through International Enrollment Management, International... Read More →
avatar for Anne Ogilvie

Anne Ogilvie

Director of Global Operations, Worcester Polytechnic Institution
Anne Ogilvie is the Director of Global Operations at Worcester Polytechnic Institute (WPI) in Worcester, MA where she oversees operations and risk management for the Global Projects Program (GPP). The GPP currently operates 46 centers in 26 countries where over 800 students each year... Read More →

Presentation Handouts pdf
Monday September 19, 2016 12:40pm - 1:40pm PDT
Seaport G Manchester Grand Hyatt
  Building Foundations, Educational Session

12:40pm PDT

Ten Building Blocks to Risk Leader Success
Developing a strategy for career success in risk management has been on one hand, everyone’s goals and on the other, less than clear to many just how to maximize the chance of accomplishing your personal vision. Based on an article written by a Risk Manager of the Year and former RIMS president, this session will present ten critical elements to charting a successful career in risk management. Among the topics to be addressed are: discovering the possibilities and exploiting diverse beginnings; book learning and what’s the right educational strategy for an effective risk leader; sweating in the trenches and where do successful risk leaders need to spend development time; getting involved in the profession; and racking up the points noting that the points we offer up are not always credible points in the eyes of senior managers. The session will provide a basis for broader discussion and specifically address how risk managers can reach the pinnacle.

As a result in participating in this session, attendees will learn ten critical elements to charting a successful career in risk management, learn how to quantify and communicate risk management value to organizational leadership, and learn about professional development opportunities risk managers should consider over the course of their career.
Moderators
avatar for Chauncey Fagler (Moderator)

Speakers
avatar for Steve Bryant

Steve Bryant

Managing Director of Risk Management and Emergency, Texas Tech University System
Steve Bryant has served in the insurance and risk management industry since 1981. His career has included servicing personal lines to large commercial accounts, corporate risk management, and risk management consulting. He joined Texas Tech as managing director of risk management... Read More →
avatar for Christopher Mandel

Christopher Mandel

SVP, Strategic Solutions, Sedgwick Claims Management Services, Inc.
Christopher Mandel is SVP, Strategic Solutions for Sedgwick Claims Management Services, Inc. He has more than 25 years of experience in insurance and large global corporate risk management. He has pioneered the development of integrated risk management at USAA, where S&P rated USAA... Read More →

Presentation Handouts pdf
Monday September 19, 2016 12:40pm - 1:40pm PDT
Seaport F Manchester Grand Hyatt
  Building Foundations, Educational Session

12:40pm PDT

Jump Start Strategic IT Risk Management Using an IT Risk Register (Educause Partnered Session)
This panel session will introduce the EDUCAUSE strategic IT risk register created BY higher education IT risk professionals, FOR higher education IT risk professionals. The purpose of the IT risk register is to help jumpstart institutional IT risk management programs and lead higher education institutions toward a more strategic and holistic understanding of IT risk. It is a freely available, sortable checklist that identifies common strategic IT risks and catalogues those risks according to common risk types and IT domains. Panelists from higher education institutions will present information on how the register was created, why a strategic risk register is an important tool for increasing the maturity of IT risk management activities, and how they have used the risk register and approached IT risk management at their own institutions.

As a result in participating in this session, attendees will; understand traditional approaches to IT risk management, understand how a strategic IT risk register can increase the maturity of IT risk management efforts and share IT risk management tips and techniques.
Moderators
avatar for Ruth Rauluk (Moderator)

Speakers
avatar for Joanna Grama

Joanna Grama

Director of IT GRC and Cybersecurity Programs, EDUCAUSE
Joanna Grama directs the EDUCAUSE Cybersecurity Initiative and the IT GRC (governance, risk, and compliance) program. Joanna has higher education information technology experience and has expertise in IT security policy, compliance, and governance activities, as well as data priv... Read More →
avatar for Merri Beth Lavagnino

Merri Beth Lavagnino

Chief Risk Officer, Indiana University
Merri Beth Lavagnino is Chief Risk Officer for Indiana University. She directs the Enterprise Risk Management program, which involves coaching executive and senior management to improve strategic risk management skills; collating risk information from across the university to better... Read More →
CW

Cheryl Washington

Chief Information Security Officer, University of California, Davis
Cheryl Washington is the Chief Information Security Officer for the University of California at Davis. She leads the development and implementation of a comprehensive information security program that includes support services for IT and Information Security risk management.

Presentation Handouts pdf
Monday September 19, 2016 12:40pm - 1:40pm PDT
Balboa Manchester Grand Hyatt
  Continuing Education

12:40pm PDT

The (Big) Long and the (Big) Short of Insurance Coverage in the 21st Century
Discussion by Pennsylvania State University risk management underwriting and claims handling personnel, complimented by the views of experienced outside insurance coverage counsel of current topics in the University insurance coverage arena. This session will address new insurance policy forms and challenges when underwriting for new risks in the 21st Century deriving from human, natural and cyber disasters. Based upon their collective decades of insurance specific experience, and involvement in the most current cyber insurance coverage disputes, the speakers will cover key topics, such as how universities can learn from the mistakes of other organizations and better maximize their cyber coverage protection through careful and strategic underwriting. We also will address strategies for increased protection and recoveries for natural disasters, latent injuries, including injuries from concussion, sex abuse claims, professional liability claims, and outside counsel fees and costs. Anyone with responsibility for negotiating coverage, overseeing claims, representing universities in litigation, understanding the breadth of a university’s insurance coverage portfolio, and managing means to reduce university financial risks will benefit from this session.
As a result of participating in this session, attendees will receive practical advice regarding (1) “must have” or “must avoid” policy language or specific coverage that they should seek to negotiate for inclusion in, or exclusion from their insurance coverage portfolios, (2) strategies for increasing likely insurance recoveries, including defense counsel expenditures, for claims against a university, its employees, officers and/or board of trustees members, and (3) methods for maximizing a university’s insurance assets by carefully side-stepping potential non-obvious pitfalls to coverage.
Moderators
avatar for Barbara Schatzer (Moderator)

Speakers
avatar for Margaret (Peg) Janowiak

Margaret (Peg) Janowiak

Claims Manager, Pennsylvania State University
Ms. Janowiak started her career in the insurance industry following her graduation from Concordia University-Loyola College of Montreal in 1978. She has been the Claim Manager at Penn State for 34 years.
avatar for Linda Kornfeld

Linda Kornfeld

Partner, Kasowitz Benson
Ms.Kornfeld is a litigator who represents corporate and individual policyholders in high-stakes insurance coverage litigation. Ms. Kornfeld has substantial trial experience, and over the course of her career, she has assisted clients in obtaining hundreds of millions of dollars in... Read More →
avatar for Jerold Oshinsky

Jerold Oshinsky

Partner, Kasowitz Benson
Mr. Oshinsky is a litigator who represents policyholders in insurance coverage matters in federal and state courts throughout the country. Fortune 500 companies and other clients nationwide seek his advice on insurance coverage matters. Mr. Oshinsky is the only lawyer nationwide to... Read More →
avatar for David Snowe

David Snowe

Insurance Manager, Pennsylvania State University
Mr. Snowe joined Penn State’s Risk Management and Privacy Office in July 2007, where he is responsible for the design and implementation of the University’s commercial property/casualty program, which includes the Milton S. Hershey Medical Center.

Presentation Handouts pdf
Monday September 19, 2016 12:40pm - 1:40pm PDT
Seaport H Manchester Grand Hyatt
  Continuing Education

1:40pm PDT

Break
Sponsors
avatar for BELFOR USA Group Inc.

BELFOR USA Group Inc.

Conference Break Sponsorship
To learn more about this sponsor, click the link above.

Monday September 19, 2016 1:40pm - 2:15pm PDT
TBA

1:40pm PDT

URMIA Poster Session
Join us in the Seaport foyer to learn more about URMIA and the great committees that support our organizations. Committee volunteers will be available to speak with you and URMIA’s 2016 innovative risk management solutions award project will also be featured.
Monday September 19, 2016 1:40pm - 2:15pm PDT
TBA
  Event or Activity

2:15pm PDT

Lessons Learned and Trends Arising from Claims Brought by Students Accused of Sexual Assault
This proposed presentation will provide URMIA conference attendees an overview of the types of claims most frequently brought against institutions of higher education by students accused of committing sexual assault. Presenters Hillary Pettegrew (Senior Risk Management Counsel, United Educators), Joshua W.B. Richards, Esquire (Partner, Saul Ewing), and Jody Shipper (Systemwide Director for Title IX/VAWA/Clery and Sexual Assault/Sexual Violence Compliance, University of California) will discuss claim trends nationally, how the claims affect institutions’ and insurers’ bottom line, lessons learned from litigation matters, as well as identify liability themes in these types of reverse Title IX claims. Additionally, the presenters will provide attendees with helpful recommendations on how to improve institutions’ handling of sexual assault cases.

As a result of participating in this session, attendees will be well versed in the types of claims brought and theories advanced by students accused of sexual assault against institutions of higher education. Attendees will also learn about trends over the last several years involving the number and type of cases brought by respondents nationally and become aware of the types of liability themes involved in reverse Title IX and related claims.
Moderators
avatar for Luke Figora (Moderator)

Speakers
avatar for Jody Shipper JD

Jody Shipper JD

System wide Director for Title IX/VAWA/Clery and Sexual Assault/Sexual Violence Compliance, University of California
Jody Shipper has been working in the field of higher education, Title IX, Clery/VAWA, and employment law and has conducted workplace and academic investigations for more than twenty years. Ms. Shipper is a nationally recognized expert on Title IX. Industry experts consider her expertise... Read More →
HP

Hillary Pettegrew

Senior Risk Management Counsel, United Educators Insurance
Hillary Pettegrew is a senior risk management counsel for United Educators (UE), where her focus includes research and writing on prevention of and response to campus sexual violence, employment issues, and study abroad. Prior to her risk management work, Pettegrew served for 8 years... Read More →
avatar for Joshua (Josh) Richards

Joshua (Josh) Richards

Partner, Saul Ewing
Joshua W.B. Richards, Partner at Saul Ewing and Vice Chair of the Firm's Higher Education Practice Group, focuses his practice on general commercial and appellate litigation with a particular emphasis on matters involving higher education. In addition to representing clients in commercial... Read More →

Presentation Handouts pdf
Monday September 19, 2016 2:15pm - 3:15pm PDT
Seaport H Manchester Grand Hyatt
  Building Foundations, Educational Session

2:15pm PDT

Special People = Special Events
This session will provide a summary of the Special Events Resource Guide project of the California State University System to identify concerns and good practices for the management of campus events. Through the use of the Incident Command System / National Incident Management System functional structure as supported by the Federal Emergency Management Agency, campus event management can ensure unified and coordinated effort by and for the university and stake holders. A model for self assessment of campus event management will be presented, designed to encourage the development of good practices of customer service and management of risk.
As a result of participating in this session, attendees will be able to identify broader concerns of risk management for campus events, gain an understanding of a functional and unified approach to campus event management through an ICS/NIMS model by FEMA and will have the opportunity to review the development and content of a self assessment tool for good practices in campus event management.
Moderators
avatar for Frank Cella (Moderator)

Speakers
avatar for Rebecca Skidmore

Rebecca Skidmore

Senior Manager for Systemwide Risk Management, The California State University System
Rebecca Skidmore, Sr. Manager, CSU Systemwide Risk Management, has over 19 years of experience in the Risk Management field with eleven working with the 23 campuses of the California State University helping develop risk and loss control processes for the system, as well as developing... Read More →

Presention Handouts fixed pdf
Monday September 19, 2016 2:15pm - 3:15pm PDT
Seaport G Manchester Grand Hyatt
  Building Foundations, Educational Session

2:15pm PDT

Crises in Study Abroad: Preparation and Response
Is your institution prepared for a crisis abroad? Risk management counsel from United Educators will present the results of a ten year claims study, outlining the most common incidents that occur to students studying abroad with UE member institutions. The study found that some institutions are better than others at responding to crises that involve sexual assault, recreational activities, alcohol, transportation, and health emergencies. Not surprisingly, several claims showed the value of hosting pre-departure risk orientations for students, faculty, and staff. Next, the director of emergency preparedness and risk management from Gonzaga University will discuss how study abroad protocols are developed in conjunction with Gonzaga's study abroad director. The importance of training and orientation sessions, and how those sessions are conducted, will be highlighted. Finally, the co-presenters will lead tabletop exercises based on three of the most common incidents that occur on study abroad programs: sexual assault, student fatality, and health emergency. The goal of these exercises will be to engage the audience in examining their own crisis response protocols, identifying gaps, and taking new ideas back to campus.

As a result of participating in this session, attendees will identify current trends in study abroad incidents. Also, attendees will understand the importance of preparing for a crisis abroad, including; preventing and mitigating incidents through development of protocols, training and orientation sessions, responding to study abroad crises based on the institution’s crisis response protocol, identifying gaps within an institution’s crisis response plan that make it less than effective, addressing training needs for campus constituencies based on the tabletop scenarios, determining the effectiveness of the institution’s vetting process for third-party providers, and practicing an institution’s ability to provide timely and accurate information to different audiences.
Moderators
avatar for Juan Azcarate (Moderator)

Speakers
avatar for Joe Vossen JD

Joe Vossen JD

Risk Management Counsel, United Educators
Joe is an attorney for United Educators (UE), a member-owned Risk Retention Group and the preeminent provider of insurance and risk management services to educational institutions. He is a former litigator who now advises schools, colleges, and universities on the many legal and risk... Read More →
avatar for Joe Madsen

Joe Madsen

Director of Emergency Preparedness and Risk Management, Gonzaga University
Joe is the Director of Emergency Preparedness and Risk Management for Gonzaga University in Spokane, Washington. Joe has been in the field of Risk Management for the last 30 years both in K-12 and Universities. Joe and the Director for Study Abroad work together on a day to day basis... Read More →

Presentation Handouts ed13 pdf
Monday September 19, 2016 2:15pm - 3:15pm PDT
Seaport F Manchester Grand Hyatt
  Continuing Education

2:15pm PDT

Intellectual Property Considerations for the Non-Research University (NACUA Partnered Session)
Intellectual property issues that non-research based universities face are different, and in some cases, more straight-forward than those faced by research institutions. This presentation will focus on the most common intellectual property issues that these universities face and propose some policy terms and proactive measures risk managers can promote at their institutions to help avoid some of these issues. A strong and clear university-wide intellectual property policy can be a very useful tool when educating faculty, staff, and students on intellectual property ownership. The presentation will also explore integrating an institution’s mission into the intellectual property policy and how to use that mission when deciding whether to exercise the university’s ownership rights. This presentation will be geared toward those with limited knowledge of intellectual property rights and how intellectual property factors into university business.

As a result of participating in this session, attendees will have a general understanding of what types of intellectual property issues non-research universities face and how to handle them both proactively and retroactively.
Moderators
avatar for Sue Liden (Moderator)

Speakers
avatar for Bridget Colbert

Bridget Colbert

Assistant General Counsel, Santa Clara University
Bridget Colbert joined Santa Clara University as Assistant General Counsel in 2011. Prior to joining the University, Bridget practiced trusts and estates litigation in San Jose. Bridget supports the General Counsel through contract review and drafting, policy development, legal research... Read More →
avatar for Samuel (Sam) Florio

Samuel (Sam) Florio

Director of Risk Managemnt and Compliance, Santa Clara University
Sam Florio is the director, risk management and compliance at Santa Clara University (SCU) and the group risk administrator for the California Province of the Society of Jesus Insurance Group (CPSJIG). The CPSJIG consists of California’s three Jesuit Universities - University of... Read More →

Presentation Handouts pdf
Monday September 19, 2016 2:15pm - 3:15pm PDT
Balboa Manchester Grand Hyatt
  Continuing Education

2:15pm PDT

Navigating the Political & Insurance Environment of your Athletics Medical Expense Program
Are you currently involved with your Athletics Department’s medical expense program for student-athlete injuries? Should you be? Certainly athletics seems to get great media exposure for your university, but with this heightened awareness comes scrutiny of your institution as well. How are you mitigating the risks that come with these exposures particularly as it relates to your student-athletes’ injuries and resulting medical expenses? This panel discussion is intended to bring together brokers, underwriters, and risk managers in a discussion of the contemporary topics of the political environment in the NCAA and on campus with some of the technical knowledge and experience to address aspects of building a sound risk management strategy around your institution’s Athletics Medical Expense Program. This program seeks to engage URMIA members in an open discussion following a few prepared remarks and panel engagements.

As a result of participating in this session, attendees will;
• Achieve an awareness of the new, emerging & existing NCAA legislation, guidelines and hot topics that affect student-athlete injuries and the medical expenses that result from treating these injuries.
• Understand the insurance requirements placed on their institution by the NCAA, NAIA, or NJCAA and catastrophic plan provided to members of certain athletic associations.
• Develop an awareness of the models and resources available to achieve compliance with Athletics’ governing body insurance regulations, be able to identify the challenges presented by each model and resource, and most importantly, address the risks associated with the medical expenses the result from student-athlete injuries.
• Understand sound strategies of Risk Retention, Transfer, and Reduction in their athletics medical expense and insurance program
• Understand the impact of the Patient Protection and Affordable Care Act (PPACA or “Obamacare”) on the Intercollegiate Athletics medical expense environment
• Develop an understanding of effective strategies for “getting in the door” with Athletics if they are not currently engaged
Moderators
avatar for Tammy Downs (Moderator)

Speakers
avatar for James (Jim) Breeding

James (Jim) Breeding

Director of Risk Management and Insurance, Rutgers, The State University of New Jersey
Jim Breeding is the executive director of risk management and insurance at Rutgers, the State University of New Jersey, one of the original land grant universities. Breeding has been with Rutgers for 35 years, and currently manages the complex loss exposures for seven campuses serving... Read More →
avatar for Dan Buckley

Dan Buckley

Division Vice President, Gallagher Student Health and Special Risk
Since December of 2013, Dan Buckley has served as the Division Vice President for Gallagher Student Health and Special Risk where he oversees the division’s collegiate accounts including student health, student accident and intercollegiate sports accident and injury insurance. Dan... Read More →
avatar for Zachary (Zach) Cardoza

Zachary (Zach) Cardoza

Principal, Mercer
Zach Cardoza joined Mercer in 2005 and is a Senior Client Advisor with Mercer’s National Special Risk Center of Excellence (COE), based in the New York office. The COE is composed of brokerage and consulting experts focused solely on special risk niche’ insurance and service programs... Read More →
avatar for Benjamin (Ben) Evans

Benjamin (Ben) Evans

Executive Director, Office of Risk Management and Insurance, The University of Pennsylvania
Ben is the Executive Director of Risk Management and Insurance at the University of Pennsylvania. His responsibilities include oversight of the insurance and risk management programs for the University and the University of Pennsylvania Health System. Prior to joining Penn, Ben served... Read More →
avatar for Dixon Gillis

Dixon Gillis

President, A-G Administrators, Inc.
Dixon Gillis serves as the President of A-G Administrators, Inc., a leading collegiate sports insurance managing general agent, underwriter, and third-party administrator. Dixon’s involvement in the athletics insurance industry began early in his life as his father started A-G Administrators... Read More →

Presentation Handouts pdf
Monday September 19, 2016 2:15pm - 3:15pm PDT
Gaslamp Manchester Grand Hyatt
  Continuing Education

3:15pm PDT

Break
Monday September 19, 2016 3:15pm - 3:30pm PDT
TBA

3:30pm PDT

URMIA Affiliates Meeting
Monday September 19, 2016 3:30pm - 4:00pm PDT
Seaport Ballroom Manchester Grand Hyatt
  Continuing Education

3:30pm PDT

Ask a Risk Manager
(Institutional Members Only) Do you have questions you’d like to ask an experienced risk manager? Do you tend to be shy in a group setting? If so, this roundtable session has been crafted just for you! Each risk management expert will host a specific risk management discussion topic. Participants will be able to engage in one/one Q & A with as many experts as they’d like for up to ten minutes for each topic session. This is speed dating – URMIA Style. Come and join the fun!
Monday September 19, 2016 3:30pm - 4:45pm PDT
Balboa Manchester Grand Hyatt
  Building Foundations, Round Table Discussion

3:30pm PDT

Round Table Discussions (Institutional Members Only)
Round Table Discussions

(Institutional Members Only) These round table sessions will provide institutional members a chance to discuss current issues and challenges with peers, in an informally moderated environment. Round table groups will be divided into the following:

• Community and technical colleges (Moderators Ann McGray and Thomas D. Clayton) - Gaslamp
• Small colleges and universities (fewer than 4,000 FTE) (Moderators Pamela Rypkema and Keesha Trim) – Seaport F
• Medium-sized colleges and universities (4,000-14,000 FTE) (Moderators Melissa Diaz and Sam Florio) – Seaport G
• System institutions and large colleges and universities (greater than 14,000 FTE) (Sandy Mitchell)– Seaport H
Monday September 19, 2016 3:30pm - 4:45pm PDT
TBA
  Continuing Education, Round Table Discussion

6:30pm PDT

Meet and Greet Dinners
Monday September 19, 2016 6:30pm - 8:30pm PDT
Hotel Lobby Manchester Grand Hyatt
  Building Foundations, Networking Opportunity

7:10pm PDT

SOLD OUT: Take Me Out to the Ballgame, URMIA Style
SOLD OUT: Take Me Out To The Ballgame, URMIA Style!
We invite you to join your URMIA colleagues for an evening of food, fun, and frivolity. The Padres play the Arizona Diamondbacks beginning at 7:10pm. Your ticket will include entrance to The Porch viewing area, pre-game baseball themed buffet dinner with standard ballpark fare, served one hour before first pitch until one hour after first pitch, and beverages including craft beer. Tickets limited. Sign up soon!
Monday September 19, 2016 7:10pm - 10:00pm PDT
TBA
  Event or Activity, Special Event
 
Tuesday, September 20
 

6:15am PDT

URMIAfit: Pilates
Start each morning by invigorating your body and energizing your mind for your day at URMIA. Pilates focuses upon flexibility, strengthening, control, and endurance and can be done just about anywhere. Modifications for more challenging moves permit just about everyone to participate. Wear flexible, comfortable clothes. Mats are provided and shoes are optional.

David discovered Pilates while recovering from a back injury. Months later, his mat was closest to the front of the class when the instructor overslept. A little persuasion sent him through the YMCA training program and then ten years leading Pilates for all levels at two YMCA branches.
Speakers
avatar for David Parker

David Parker

Director, Risk & Emergency Management, Angelo State University, Texas Tech University System
David discovered Pilates while recovering from a back injury. Months later, his mat was closest to the front of the class when the instructor overslept. A little persuasion sent him through the YMCA training program and then ten years leading Pilates for all levels at two YMCA br... Read More →

Sponsors
avatar for Travelers

Travelers

URMIAcares, URMIAfit
To learn more about this sponsor, click the link above.

Tuesday September 20, 2016 6:15am - 7:00am PDT
Marina Courtyard (Marina Room Backup Location) Manchester Grand Hyatt
  Event or Activity, URMIAfit

7:00am PDT

Breakfast
Tuesday September 20, 2016 7:00am - 8:00am PDT
Seaport Ballroom Manchester Grand Hyatt

7:30am PDT

Conference Registration
Tuesday September 20, 2016 7:30am - 5:00pm PDT
Palm Foyer Manchester Grand Hyatt

8:00am PDT

General Session: Just in Time Mutual-Aid: Responding to a Campus Shooting
The session provides lessons learned from the campus shooting at Umpqua Community College (UCC) and how fast action and mutual-aid between the University of Oregon, Lane Community College and UCC assisted the campus in response to and recovery from the tragedy. The session will focus on what every campus needs to know when faced with campus trauma and an event that overwhelms your institution’s resources. We will focus special attention on recovery—what it takes to restart a college after a traumatic event and regain momentum and commitment to student success, completion, and equity. This session will include: determining the need for an incident commander or incident management team; identifying national experts on public campus safety; managing intense national and international media presence; and utilizing community relationships and support productively. Additionally, the session will highlight the new Intercollegiate Mutual-Aid Agreement coordinated by the Disaster Resilient Universities Network and the International Association of Emergency Managers – Universities and Colleges Caucus.
Speakers
avatar for Andre Le Duc

Andre Le Duc

Chief Resiliance Officer and Associate Vice President, University of Oregon
André Le Duc’s professional career and academic research is focused on the development of community and organizational resilience. Mr. Le Duc is Associate Vice President of Safety and Risk Services (SRS) – Chief Resilience Officer at the University of Oregon. The SRS portfolio... Read More →

LeDuc JustInTimeMutualAide 20160919 pdf
Tuesday September 20, 2016 8:00am - 9:00am PDT
Seaport Ballroom Manchester Grand Hyatt
  General Session

9:00am PDT

Break
Tuesday September 20, 2016 9:00am - 9:20am PDT
TBA

9:20am PDT

Campus, by Campus, by Campus: Managing the Risk of Minors and the CSU Experience
The California State University, comprised of 23 campuses, initiated and remains in the process of refining a system-wide approach to managing the risk of minors on campus. As part of this process, CSU partnered with Praesidium, a national leader in abuse risk management. This session is designed to provide a collaborative opportunity for attendees to explore the importance of a holistic approach to managing this risk and some of the uninsurable consequences of loss. CSU will share three campus case studies and how these individual models fit within the larger system-wide framework. CSU will also share its biggest challenges and successes and highlight overarching perspectives to keep in mind when designing a risk management strategy. Praesidium will share information on industry trends, best practices, and its partnership with CSU.
As a result of participating in this session, attendees will learn, the need for a holistic approach; the role of policies and defined expectations; resource delivery considerations; and the importance of continuous improvement.
Moderators
avatar for Lisanne Sison (Moderator)

Speakers
avatar for Candace Collins

Candace Collins

Director of Higher Education, Praesidium
Candace Collins works with a variety of clients to assess risk, investigate incidents, and train organizations in abuse prevention. She also oversees Praesidium’s work with higher education institutions across the nation. Prior to joining Praesidium, Candace practiced law for more... Read More →
avatar for Zachary Gifford

Zachary Gifford

Director, System wide Risk Management, The California State University, Office of the Chancellor
Zachary is Director, Systemwide Risk Management with the California State University – Office of the Chancellor and has worked for the CSU since 2008. Zachary provides direct assistance to the Assistant Vice Chancellor, Financing, Treasury, and Risk Management and campuses by providing... Read More →
avatar for Aaron Lundberg

Aaron Lundberg

President and CEO, Praesidium
Aaron Lundberg oversees all operations and product development at Praesidium. For the last 15 years he has worked with leadership of large-scale human service organizations across the United States to develop, implement, and monitor abuse prevention policies and training programs... Read More →

Presentation Handouts pdf
Tuesday September 20, 2016 9:20am - 10:35am PDT
Seaport F Manchester Grand Hyatt
  Building Foundations, Educational Session

9:20am PDT

Cyber2016: Emerging Threats and Challenges, the Evolution of Insurance Coverage, and Best Practices for Security and Defense
Colleges and universities, both large and small, make attractive targets for cyber criminals and vandals. That is because colleges store a wealth of personal information about students, employees and alumni, and because, by their very nature, institutions of higher education are open and collaborative in both the physical and cyber worlds. While the risks are known in a general sense, determining how to best defend against these risks and what (and how much) cyber insurance to purchase remain challenges. This presentation discusses the current and emerging cyber risks faced by universities. We breakdown the component coverages of modern, more standardized Cyber Policies and explain how those coverages respond to the risks that universities face. Finally, the panel explains, in a language risk and insurance professionals can understand, the best practices for defending university servers and data, and for responding to suspected breaches.

As a result of participating in this session, attendees will; understand the current and emerging cyber threats to large universities and small colleges; discover how effective communication between a university’s risk management and information and technology professionals can help reduce cyber risks and inform what and how much cyber insurance is right for your university; become familiar with the standard component coverages of modern Cyber Policies and how they apply to risks specifically faced by colleges and universities; and learn best practices in university systems and data security.
Moderators
avatar for Kevin Bebb (Moderator)

Speakers
avatar for Larry Brandolph

Larry Brandolph

Associate Vice President, Computer and Information Service, Temple University
Larry Brandolph is currently the Associate Vice President and the Chief Information Security Officer for Temple University. Reporting to the Chief Information Officer, he is responsible for the strategy, architecture, engineering, operations, service management and continuity planning... Read More →
avatar for Thomas Morrin

Thomas Morrin

Vice President, The Graham Company
Thomas Morrin joined The Graham Company in 2007 and is responsible for new business development. Before joining The Graham Company, Tom served as vice president of sales at First Data Corporation (FDC), where he was responsible for providing enterprise-wide electronic payment processing... Read More →
avatar for Lisa Zimmaro

Lisa Zimmaro

Assistant Vice President, Risk Mgmt. & Treasury, Temple University
With more than 25 years experience in Risk Management, Insurance and Claims and Treasury Management, Lisa Zimmaro is the Assistant Vice President, Risk Management & Treasury for Temple University. Ms. Zimmaro joined Temple in February 2009 and is responsible for the University’s... Read More →

Presentation Handouts pdf
Tuesday September 20, 2016 9:20am - 10:35am PDT
Seaport G Manchester Grand Hyatt
  Continuing Education

9:20am PDT

HEOA - Assessing Your Institution's Title IV Risks
The Higher Education Opportunity Act (HEOA) is a grab-bag of regulations dating back to 1965, with multiple updates and changes. "What's required" is lengthy and complex. This presentation will provide an overview of the regulations with a focus on how Risk Managers can support their institution by leading a self assessment using guides and checklists already available. Risk Managers do not need to be an expert in Title IV or the HEOA, but to know generally what is included in the regulations, who on their campus is responsible, and most importantly, where there are shared responsibilities. Project management skills and leadership are as or more important to success.
As a result of participating in this session, attendees will understand the importance of ensuring that their institution periodically assesses its compliance with HEOA and how to lead the process.
Speakers
avatar for Elizabeth Carmichael (Beth)

Elizabeth Carmichael (Beth)

Director of Compliance and Risk Management, Carmichael Associates LLC
Elizabeth J. Carmichael (Beth) is the Director of Compliance and Risk Management for Five Colleges Incorporated. Formerly an account executive and vice president with Alexander and Alexander (now Aon) in New York City, she entered the insurance and risk management field in 1980 when... Read More →
avatar for Stacie Kroll

Stacie Kroll

Risk Manager, Five Colleges Incorporated
Formerly an Employment Practices Liability and Directors and Officers Liability Claims Adjuster with Chubb Insurance Company, Stacie discovered her interest in insurance and risk management when she began working as a Continual Improvement Group Leader for a manufacturing facility... Read More →

Presentation Handouts ed24 pdf
Tuesday September 20, 2016 9:20am - 10:35am PDT
Balboa Manchester Grand Hyatt
  Continuing Education

9:20am PDT

Organizational Culture: Assessing and Resetting for Enterprise Risk Management
Among the tenets of enterprise risk management is the need to instill a culture of risk sensitivity and the shared responsibility for risk management throughout the firm. But risk management is a department or a practice, and the techniques of risk management do not include changing corporate culture. Changing behavior without changing culture may result in compliance without adoption. Changing culture embeds a new practice into an organization so it becomes part of the shared assumptions and decision premises of the employees. The fields of organizational studies, business anthropology and sociology have much insight into corporate culture, and how to embed practices so they become shared assumptions and decision premises that are transmitted through values and stories. This program will discuss the techniques of those disciplines to understand and classify existing organizational culture, and to work with and modify that culture to embed ERM.
As a result of participating in this session, attendees will apply techniques and frameworks to identify corporate cultures, classify corporate cultures, unfreeze and re-freeze corporate cultures to embed new practices and values, and use stories, rituals and artifacts to instill culture.
Moderators
avatar for Ruth Rauluk (Moderator)

Speakers
avatar for Kristen Drobnis

Kristen Drobnis

Adjunct Professor, Northeastern University
Kristen Drobnis, PMP, CBCP, CSOX, and CGRC, is currently senior vice president of risk managemnt at Santander. She is also an adjunct profressor at Northeastern University instructing in the Master’s of Project Management Program cKristen Drobnis, PMP, CBCP, CSOX, and CGRC, is currently... Read More →
avatar for Harold Weston

Harold Weston

Clinical Associate Professor of Risk Management & Insurance, Georgia State University
Harold Weston is Clinical Associate Professor of Risk Management and Insurance in the Robinson College of Business at Georgia State University, where he teaches courses in risk management, insurance, personal financial planning, legal studies in the MBA program, and also teaches in... Read More →

Presentation Handouts updated pdf
Tuesday September 20, 2016 9:20am - 10:35am PDT
Seaport H Manchester Grand Hyatt
  Continuing Education

9:20am PDT

Starting (or Rebuilding) a Captive to Enhance Your Risk Finance Programs
This session will provide the audience ideas about how a captive could potentially enhance their risk finance programs. The presenters will first give a brief overview of captive insurance companies, and then discuss the benefits and challenges associated with their respective captives, including Syracuse University’s formation of Orange Insurance Company in 2015 and Northwestern University’s current strategic redevelopment of its captive, Rubicon Insurance Company.
As a result of participating in this session, attendees will learn the basic workings of a captive and how it can benefit an institutions risk financing program, what is involved and lesson learned in a feasibility study and/or formation of a captive, and how a captive can help with your institution accomplishing its goals and objectives.
Moderators
avatar for David Snowe (Moderator)

Speakers
avatar for Luke Figora

Luke Figora

Assistant Vice President, Risk Management and Environmental Health & Safety, Northwestern University
Luke Figora is currently the Assistant Vice President for Risk Management and Environmental Health & Safety at Northwestern University. In this role, he has responsibility for all risk finance and insurance programs, serving as the Chief Operating Officer of Rubicon Insurance Company... Read More →
avatar for Lauren Nevens

Lauren Nevens

Vice President, Public Entity Division, Genesis Management and Insurance
Lauren Nevens is a Vice President for the Public Entity Division for Genesis Management and Insurance Services Corporation and serves as a facilitator and as an Effective Intelligence instructor.  Based in Chicago, she has worked for Genesis since 2000.  Lauren received her B.A... Read More →
avatar for David Pajak

David Pajak

Director of Risk Management &Chief Regulatory Compliance Officer, Syracuse University
David Pajak is Director of Risk Management and Chief Regulatory Compliance Officer at Syracuse University where he has worked for 25 years. He is responsibe for the University’s Enterprise Risk Management , risk financing and insurance, regulatory compliance, international risk... Read More →

Presentation Handouts pdf
Tuesday September 20, 2016 9:20am - 10:35am PDT
Gaslamp Manchester Grand Hyatt
  Continuing Education

9:45am PDT

Guest Activity: Transportation to Historic Old Town
(Additional Fee) Transportation will be provided, leaving the hotel at 10am. Free time allotted with a 2pm pick up for return trip back to the Manchester Grand Hyatt. Old Town, the birthplace of California, has over 17 historic points of interest, museums, galleries, the famous Whaley House, and shops all within easy walking distance. Live entertainment, mariachis, dancers, period attire docents provided tours and more is available. Learn more about Old Town by visiting www.oldtownsandiego.org
Tuesday September 20, 2016 9:45am - 2:30pm PDT
Old Town Depart from Kettner entrance of hotel
  Event or Activity, Guest Tour

10:35am PDT

Break
Sponsors
avatar for Midwest Employers Casualty Company

Midwest Employers Casualty Company

Conference Break Sponsorship
To learn more about this sponsor, click the link above.

Tuesday September 20, 2016 10:35am - 10:55am PDT
TBA

10:55am PDT

From Zero To ERM In Less Than 2 Years
In this presentation, we will chronicle the development of an Enterprise Risk Management (ERM) program from concept to full functionality. We will discuss the catalyst event that prompted the Board mandate to manage risks at an enterprise level at the University. We will also discuss lessons learned, obstacles faced and successes attained in the creation of the program in record time. This presentation will be of benefit to freshmen risk managers who may feel overwhelmed when starting an ERM program from scratch or even utilizing an existing framework. Attendees will gain confidence about how to implement a successful program as they learn from our mistakes, discover what resources we had (and didn’t have), and who to “get on your side.” The relevance of this presentation is that many Universities are moving into “enterprise” risk management from traditional risk management. This presentation will show the process of immersion into ERM without an existing framework in place.

As a result of participating in this session, attendees will gain insight on how we overcame obstacles faced and our plans for weaving a culture of risk management in a campus where two years ago, the concept of enterprise risk management was unheard of. We will also show how we utilized the disciplines of qualitative research and marketing management to create a thorough program and communicate its existence to the different university constituencies. Attendees will learn that heading up an ERM program is not as overwhelming as it sounds. They will realize that it is very doable and actually really fun too! It takes work, but if you just have a dedicated team (even if it is a team of two) and you put your heads together then it is possible!
Moderators
avatar for Lisanne Sison (Moderator)

Speakers
avatar for Carrie Herr

Carrie Herr

Enterprise Risk Management Program Coordinator, Claremont Graduate University
Carrie Anne Herr is the Enterprise Risk Management (ERM) Program Coordinator at Claremont Graduate University (CGU) and has been working in the field for about 1.5 years. Her responsibilities include implementing and co-leading the University’s ERM program, performing University-wide... Read More →
avatar for Arturo Rodriguez

Arturo Rodriguez

Assistant VP of Finance and Administration, Claremont Graduate University
Arturo Rodriguez has worked in higher education for over 20 years. Currently, he is the Assistant VP of Finance and Administration at Claremont Graduate University. Before coming to CGU, Arturo served in a range of positions at the University of Miami and Florida International University... Read More →

Presentation Handouts pdf
Tuesday September 20, 2016 10:55am - 11:55am PDT
Seaport F Manchester Grand Hyatt
  Building Foundations, Educational Session

10:55am PDT

Lessons Learned in Implementing a Health and Safety Management System in a Research Intensive University
The University of Alberta is one of Canada’s largest comprehensive research-intensive universities. Like many universities it struggled to enhance its health and safety culture until it made the decision to implement a comprehensive health and safety management system. Learn about how the university transitioned from a traditional EHS structure to a new health and safety management system and where it is in its journey to fundamentally change the organization’s attitudes toward health and safety. The presentation will highlight successes and lessons learned in the implementation of the university’s health and safety management system, including its new EHS organizational structure, its enhanced policy framework, training programs and reporting metrics.

As a result of participating in this session, attendees will understand the core elements of a health and safety management system, discover an alternative to a traditional organizational structure for an environment, health and safety department, and learn from the University of Alberta’s experience and the critical success factors in its journey to implement its health and safety management system
Moderators
avatar for Margaret Tungseth (Moderator)

Speakers
avatar for Philip Stack

Philip Stack

Associate Vice President, Risk Management Services, University of Alberta
With more than 25 years in health care and higher-education, Philip Stack has gained extensive experience in integrated risk management and integrated strategic planning and budgeting. Currently Philip holds the position of Associate Vice-President (Risk Management Services) at the... Read More →

Presentation Handouts pdf
Tuesday September 20, 2016 10:55am - 11:55am PDT
Balboa Manchester Grand Hyatt
  Continuing Education

10:55am PDT

Managing Casualty Claims; Before, During and After the Loss
Managing claims is an art; not a science and begins long before the first notice of loss. Understanding what needs to be communicated, having the information readily available, accurately gathering the facts, preparing for the unexpected and managing the claim to resolution is a good investment for your institution. Learn best practices and tips to prepare for and manage a loss to the best possible income.

As a result of participating in this session, attendees will have an understanding of the claim process and best practices to manage Casualty claims from a pre-loss, incident and post-loss perspective.
Moderators
avatar for Sue Liden (Moderator)

Speakers
avatar for Karen Davis

Karen Davis

Vice President of Administration and Finance, California Lutheran University
Karen has over 35 years of financial management experience. She has served as the Vice President of Administration and Finance at Cal Lutheran for the past 7 years and was previously the Deputy Director and Chief Financial Officer of the Ventura County Health Care Agency for over... Read More →
avatar for David Golnick

David Golnick

Executive Director, Educational Institutional Insurance Administrators, Inc.
Dave has over 20 years’ experience in different areas of Property & Casualty insurance from being the Director of Risk Management at a non-profit to Account Principal at one of the worlds largest TPAs. Dave has been on both sides of the table when it comes to insurance purchasing... Read More →
avatar for Greg Logan

Greg Logan

Vice President Risk Management, Educational Institutional Insurance Administrators Inc.
Greg has over 25 years’ experience in loss control, safety and risk management. He has serviced customers in a variety of industries including education, hospitality, public entities, construction and manufacturing, which provide diverse insight into formulating risk management... Read More →

Presentation Handouts pdf
Tuesday September 20, 2016 10:55am - 11:55am PDT
Seaport G Manchester Grand Hyatt
  Continuing Education, Educational Session

10:55am PDT

Navigating the Traverse Between Outdoor Adventures and Risk Management (AORE Partnered Session)
Backpacking, rock climbing, mountaineering, river rafting, kayaking, scuba diving, caving, wilderness experiences, and international trips are just part of the scope of outdoor adventure and recreation activities marketed to your campus community. Communication and partnership between risk managers and leaders of outdoor adventure and recreation programs are key strategies for fulfilling the respective missions of both areas. This session will discuss current trends in outdoor activity programming, offer strategies for establishing mutually beneficial collaboration and partnership, and will review some of the common topics associated with these activities. Attendees will hear perspectives from professionals that are on the forefront of outdoor recreation and education, as well as managing a comprehensive outdoor adventure program. Bring your experiences and success stories to share as well!

As a result of participating in this session, attendees will understand the role and scope of outdoor adventure and education in higher education, and current programming trends, obtain take-home strategies for establishing a strong working relationship between risk management and outdoor adventure leaders, and improve understanding of some of the FAQ topics in this area – waivers, insurance, transportation, emergencies.
Moderators
avatar for Steve Holland (Moderator)

Speakers
avatar for Andrew Huff

Andrew Huff

Assistant Director, University of Arizona
Andrew Huff is the Assistant Director of Outdoor Recreation at the University of Arizona’s Campus Recreation. He is an American Canoe Association Instructor for both whitewater canoeing and coastal kayaking, an ACCT Challenge Practitioner and a Leave No Trace Trainer. Andrew has... Read More →
JS

Jeannette Stawski

Executive Director, Association of Outdoor Recreation and Education
Jeannette Stawski serves as the Association of Outdoor Recreation and Education’s Executive Director. She is a Leave No Trace Master Educator, a National Outdoor Leadership School Instructor, a Wilderness Medical Training Center Wilderness Medicine Instructor, and an Emergency Medical... Read More →

Presentation Handouts pdf
Tuesday September 20, 2016 10:55am - 11:55am PDT
Gaslamp Manchester Grand Hyatt
  Continuing Education

10:55am PDT

The Changing Marijuana Culture
The marijuana culture is undergoing significant change and more jurisdictions seem to be considering the recreational legalization efforts of pioneer states like Colorado, Washington, Oregon and Alaska. Several other states are also considering the legalization for medicinal use only. The clash of local lenience and federal law persists, as marijuana remains a Schedule I controlled substance despite its availability in retail stores as an edible and an inhaled commodity. A controversy exists between the states, as litigation over the costs of marijuana availability is pending before the U.S. Supreme Court. Zoning, transportation, law enforcement, human services and higher education are sure to feel the impact of this sea of change. A frank discussion of such developments seems essential to prudent risk management. This session will strive to impart current information on the scope of the marijuana economy throughout this country, the legal controversies being fueled by the subject and the ethical dilemmas posed by the trade for professional counselors and advisors in multiple fields.

As a result of participating in this session, attendees will become aware of how potential changes in marijuana legalization can affect housing and other on campus facilities. Attendees will be alerted to the risks that can arise when a university is located in a state where marijuana is illegal, but their students can easily access a state where recreational use is legal and lastly attendees will learn how students in the states where marijuana is legal are forming groups to improve the growth of marijuana plants and revive the public use vote in many other states.
Moderators
avatar for Tammy Downs (Moderator)

Speakers
avatar for Thomas Lyons

Thomas Lyons

Member, Hall &Evans, LLC
Mr. Lyons is a member of the Hall & Evans law firm from Denver, Colorado. His multifaceted trial practice emphasizes the defense of civil rights, employment discrimination and other constitutional matters, including a wide variety of claims involving universities and public entities... Read More →
avatar for Jane Rosenthal

Jane Rosenthal

Director, Compliance & Policy Office, Colorado School of Mines
Ms. Rosenthal is the Director of the Compliance & Policy Office at the Colorado School of Mines in Golden, Colorado. Her responsibilities include Institutional Compliance and Policy Development, Training, Monitoring, Mitigating and Reporting as necessary. Ms. Rosenthal has more than... Read More →
avatar for Richard Spiers

Richard Spiers

Vice President, Claims Management, Genesis Risk Management and Insurance Services
Mr. Spiers has been in the insurance industry since 1980. Since 1985, he has been a claim executive in the reinsurance and excess marketplace and has been with Genesis Management and Insurance Services, a subsidiary of General Reinsurance, since 1997. Rick has extensive, nationwide... Read More →

Presentation Handouts ed29 pdf
Tuesday September 20, 2016 10:55am - 11:55am PDT
Seaport H Manchester Grand Hyatt
  Continuing Education

12:00pm PDT

URMIA Annual Business Meeting & Lunch
Join us for the business meeting to learn more about URMIA governance and hear reports from URMIA's secretary, parliamentarian, treasurer and president. During the meeting, Donna McMahon will pass the president's gavel to Kathy Hargis and URMIA will recognize the hard work of its volunteers, chairs and board members. In addition, several committees will provide important updates on their efforts; the chairs of URMIA's 2017 and 2018 annual conferences will introduce their host cities. The meeting will end with the swearing in of URMIA’s new leadership team for 2016-17.
Sponsors
avatar for United Educators Insurance

United Educators Insurance

Luncheon Sponsorship
To learn more about this sponsor, click the link above.

Business Meeting Minutes AC 2015 draft doc
Tuesday September 20, 2016 12:00pm - 1:30pm PDT
Seaport Ballroom Manchester Grand Hyatt
  General Session

1:45pm PDT

Managing the Risks of Collegiate Club Sports and Activities
While many students participate in collegiate athletics and academic activities, which are very formal in nature and involve significant oversite, many also participate in club sports and other school-sanctioned non-academic activities. Often, these club sports and activities occur with little or no direct supervision by the school. Do you know what actually occurs when students engage in club sports and non-academic activities? Do you know the risks involved? Do you even know where these activities occur? Is there any attempt to supervise these activities or manage their risks? This session will delve into the risks that colleges and universities face arising from club sports and other non-academic activities and how best to manage and minimize the liability exposure arising therefrom.While many students participate in collegiate athletics and academic activities, which are very formal in nature and involve significant oversite, many also participate in club sports and other school-sanctioned non-academic activities. Often, these club sports and activities occur with little or no direct supervision by the school. Do you know what actually occurs when students engage in club sports and non-academic activities? Do you know the risks involved? Do you even know where these activities occur? Is there any attempt to supervise these activities or manage their risks? This session will delve into the risks that colleges and universities face arising from club sports and other non-academic activities and how best to manage and minimize the liability exposure arising therefrom.

As a result of participating in this session, attendees will have a sound understanding of case law pertaining to the duties owed to a collegiate participant.
Moderators
avatar for Juan Azcarate (Moderator)

Speakers
avatar for Charles Gfeller

Charles Gfeller

Named Partner, Sieger Gfeller Laurie LLP
Charles F. Gfeller practices primarily in the areas of complex civil and commercial litigation, insurance coverage, products liability, and risk management. Charlie represents and/or has represented several ski areas, ice arenas, National Hockey League teams and facilities, zip line... Read More →
avatar for Margaret (Peg) Janowiak

Margaret (Peg) Janowiak

Claims Manager, Pennsylvania State University
Ms. Janowiak started her career in the insurance industry following her graduation from Concordia University-Loyola College of Montreal in 1978. She has been the Claim Manager at Penn State for 34 years.
avatar for Mike Otworth

Mike Otworth

VP and Home Office Claim, Genesis Management and Insurance Services, Inc
Mike Otworth is a Vice President and Home Office Claim Manager for Genesis Underwriting Management Company. Mike has been a frequent speaker at various industry conferences and has authored articles on claim-related topics. Mr. Otworth has a Bachelors of Business Administration from... Read More →

Presentation Handouts ed30 pdf
Tuesday September 20, 2016 1:45pm - 2:45pm PDT
Balboa Manchester Grand Hyatt
  Building Foundations, Educational Session

1:45pm PDT

Cost of Compliance: One University's Trek
Higher Education must comply with numerous federal, state and local regulations. We all complain about the regulatory burdens we face, but what does it actually cost an institution to remain in compliance with these regulations? Loyola Marymount University underwent a Cost of Compliance (COC) project to determine the hard and soft costs associated with keeping the university in compliance. This session will explore LMU’s methodology, the obstacles it overcame to determine its COC, and tips on how you can determine your university’s Cost of Compliance. It’s a cost that may be eye-opening to your administration.
As a result of participating in this session, attendees will understand what might go into the cost of compliance, The methodology and will be able to start the process at their home institution.
Moderators
avatar for Samuel (Sam) Florio (Moderator)

Speakers
avatar for Doug Moore

Doug Moore

Associate VP, University Risk Manager, Loyola Marymount
Doug Moore is the associate vice president for risk management at Loyola Marymount University. Prior to that, he was the risk manager at the University of Southern California. He has taken an active role in developing risk management strategies to support study abroad and other international... Read More →

Presentation Handouts ed31 pdf
Tuesday September 20, 2016 1:45pm - 2:45pm PDT
Seaport G Manchester Grand Hyatt
  Continuing Education

1:45pm PDT

Help, a Data Breach! Who to Tell, How Much and When…
When a data incident rises to the level of a reportable breach, what should you consider in terms of public communications? If the FBI comes knocking on your door, how much information is too much to report to the media? Is there such a thing? And how can you minimize your university’s exposure to risk down the line while complying with state breach notification laws and any applicable federal regulations requiring public notice? Lastly, what steps can you take to get all of your stakeholders on the same page in terms of communications surrounding a data incident? Join us as we explore these topics with a panel of experts from privacy counsel, crisis management and university administration.
As a result of participating in this session, attendees will, learn more about public relations surrounding a potential data incident, hear from experts what to say and when about a data breach, consider legal ramifications concerning communications, notice and timing, and strategize on how to bring a university incident response team onboard with a communication plan.
Moderators
avatar for Kevin Bebb (Moderator)

Speakers
avatar for Andrew Liuzzi

Andrew Liuzzi

Executive Vice President, Crisis & Risk Management, Edelman
As the head of Edelman’s Crisis & Risk Management practice in Chicago, Andy serves a hybrid role, helping global clients with proactively mitigating issues and risk as well as working on long-term reputation management strategies. Andy’s background includes: strategic counsel... Read More →
avatar for Dominic Paluzzi

Dominic Paluzzi

Member, McDonald Hopkins
Dominic is a member in the firm’s national Data Privacy and Cybersecurity Practice Group. He advises organizations on data privacy and cybersecurity risks on both a national and international basis, including proactive compliance, incident response strategies and management, and... Read More →
BW

Bradley Wells

Associate Vice President, Business and Finance, Office of the Chancellor, The California State University
Mr. Wells is the Associate Vice Chancellor, Business and Finance for the Office of the Chancellor where he works with the Executive Vice Chancellor and Chief Financial Officer to support campus activities in the areas of budget, accounting, financing, risk management, capital development... Read More →
avatar for Sue Yi

Sue Yi

Breach Response Services, Beazley Group
Sue Yi joined Beazley, a leading insurer of data privacy and network security risks, in January 2013 as a Privacy Breach Response Services Manager. Sue and Beazley's Breach Response Services division help clients respond efficiently and effectively to data breaches by coordinating... Read More →

Presentation Handouts ed33 pdf
Tuesday September 20, 2016 1:45pm - 2:45pm PDT
Seaport H Manchester Grand Hyatt
  Continuing Education

1:45pm PDT

Research, Revenue and Reputation. Your Work is Too Important to Leave it Unprotected
In most higher educational institutions there is a misbelief by principal investigators that a research claim will not happen to them. Guess what, it can happen so let us work together to prevent this from happening. Research activities are vital and integral to higher educational institutions from an educational, reputational and financial perspective. If these activities are not managed properly they pose significant risks to your institution. We will provide you with tools to identify, monitor and mitigate risks associated with research activities and you will receive a checklist and worksheet that you can implement at your campus to prevent research losses from becoming a reality.

As a result of participating in this session, attendees have the following tools to use at their campuses; Fast and focused power point presentation for principal investigators to use as a reference and an educational tool, property loss prevention checklist and risk assessment as well as a sample claim highlighting what is typically covered and excluded from insurance coverage.
Moderators
avatar for Luke Figora (Moderator)

Speakers
avatar for Amy Daley

Amy Daley

Education Practice Leader, FM Global
View Profile
avatar for Tina Feeney

Tina Feeney

Insurance and Loss Control Manager, Dartmouth College
Tina Feeney is the Insurance and Loss Control Manager at Dartmouth College based in Hanover, NH. Tina has over 20 years of experience in the insurance industry working for such companies as Chubb Custom Market, Inc., Cohen Insurance, Gulf Insurance Group and the Vermont League of... Read More →

Presentation Handouts ed32 pdf
Tuesday September 20, 2016 1:45pm - 2:45pm PDT
Gaslamp Manchester Grand Hyatt
  Continuing Education

1:45pm PDT

The Evolving Landscape of Campus Safety & Security: Implications for Risk Management (IACLEA Partnered Session)
This session will address the current issues in campus policing and the implications on university risk. Because educational institutions have campus police and security, they are caught up in the national discussion following the events that gave rise to the Black Lives Matter movement. Universities are rethinking issues of police hiring and training issues to ensure proper police attitude toward minority groups; countering the “code of silence” and open access to police records (especially at private institutions); body cameras and other devices designed to record police activity; police arming issues, especially when guns are permitted on campus (more or fewer, Tasers instead of guns); policing issues related to campus protest; surveillance and access issues and police/community memorandums of understanding.
As a result in participating in this session, attendees will understand the current issues around campus policing and learn options for universities to consider to improve policing and reduce risk.
Moderators
avatar for Glenn Klinksiek (Moderator)

Speakers
avatar for Randy Burba

Randy Burba

Chief, Department of Safety, Chapman University
Randy Burba has 30 years of experience in higher education public safety, law enforcement, fire & life safety, emergency management, threat assessment, policy development, change management, and professional association board service. His service covers a broad spectrum to include... Read More →
avatar for Steven Healy

Steven Healy

Managing Partner, Margolis Healy
Steven J. Healy is a managing partner and co-founder of Margolis Healy and is a nationally recognized expert on campus public safety, Title IX and the Clery Act. From 2003 through 2009, he was the Director of Public Safety at Princeton University where he led the University’s safety... Read More →

Presentation Handouts ed34 pdf
Tuesday September 20, 2016 1:45pm - 2:45pm PDT
Seaport Ballroom Manchester Grand Hyatt
  Continuing Education

2:45pm PDT

Break
Tuesday September 20, 2016 2:45pm - 3:00pm PDT
TBA

3:00pm PDT

A Look Forward: Drivers of Change
This session will look forward at the changing role of risk management in higher education and new alignment with legal and compliance. You will learn how governance is driving a new discussion at the Board level, how the external factors of increased federal scrutiny are leading to broader regulatory mandates, and how management of risk has become more strategic at all levels. Join this panelist of mature risk managers to learn about drivers of change on their campus, how ERM is being utilized, and a forward look at how risk managers in the midst of a changing role believe the future of risk management will lead.

As a result of participating in this session, attendees will learn about risk management in the midst of changing conversation, and where the future will lead. They will also learn about drivers of change; governance, federal scrutiny, management turnover, and a new vision of managing risk. Attendees will gain an institutional perspective around the journey of risk management, the impact of these drivers on institutions and roles and a look forward at whether these drivers continue, and how governance will influence an integrated approach to managing risk and your role.
Moderators
avatar for Stacie Kroll (Moderator)

Speakers
avatar for Jean Demchak

Jean Demchak

Managing Director, Marsh USA
D. Jean Demchak is responsible for managing Marsh’s Global Education and Public Entity Practice. She also manages the integration of Marsh & McLennan companies in the education sector. Her responsibilities include managing and coordinating the education resources of the firm, assisting... Read More →
avatar for Phillip Dendy

Phillip Dendy

Chief Compliance and Risk Officer, The University of Texas System
Phillip B. Dendy, CRM, CIC, serves as the Chief Compliance and Risk Officer for the University of Texas System (UT System). In this role he is responsible for the oversight and direction of three departments, the Office of Risk Management, the Office of Systemwide Compliance and the... Read More →
avatar for Mick Doxey

Mick Doxey

Assistant Vice President for Risk Management, Grand Valley University
Mick Doxey joined Grand Valley State University in February 1986 as Director of Business Services. He was named as the University's first Director of Risk Management in July of 2011. From 1974 to 1986, he held various positions at Purdue University. He holds degrees from Kellogg Community... Read More →
avatar for Anita Ingram

Anita Ingram

Assistant Vice President & Chief Risk Officer, University of Cincinnati
Anita Ingram is Asst. VP & Chief Risk Officer at University of Cincinnati, overseeing the Department of Enterprise Risk Management since 2014. Previous to this, Ms. Ingram was CRO at Southern Methodist University, responsible for oversight of the Office of Risk Management and security... Read More →
avatar for Gary Langsdale

Gary Langsdale

University Risk Officer, The Pennsylvania State University
Gary Langsdale serves as university risk officer for The Pennsylvania State University, a position he has held since 2003, with responsibility for enterprise risk management, including operational, hazard, and privacy risks. Previously, he was director of risk management at International... Read More →

Presentation Handouts ed36 pdf
Tuesday September 20, 2016 3:00pm - 4:30pm PDT
Seaport F Manchester Grand Hyatt
  Building Foundations, Educational Session

3:00pm PDT

Fulfilling Our Academic Mission - The True Cost of Compliance
Increasingly Universities are faced with an overwhelming, and often contradictory universe of regulations. Join this panel discussion to highlight the universe of compliance, the costs of compliance (and non-compliance) to universities as it relates to research, and insurance impacts. This discussion will also discuss using the risk management process as a way to identify a plan of action to address compliance, within a university’s risk tolerance, and will discuss potential operational and financial impacts to the institution –cost of compliance, reputation risk, and insurance impact and penalties.

As a result of participating in this session, attendees will learn how compliance risk impacts a university, how risk management techniques can assist with implementing a plan of action, and what financial issues including insurance you may face.
Moderators
avatar for Barbara Schatzer (Moderator)

Speakers
avatar for Sally Alexander

Sally Alexander

Director and Chief Risk Officer, Colorado State University
Sally Alexander serves as Director, and Chief Risk Officer for Colorado State University. She manages the operations of the office of Risk Management & Insurance (RMI) as well as leading institutional risk management efforts on campus. She serves on the Board of Directors of URMIA... Read More →
avatar for Tolga Durak PhD PE

Tolga Durak PhD PE

EHS Director & Authority Having Jurisdiction, Oklahoma State University
Dr. Durak holds a BS and a MS in Mechanical Engineering, a MS in Industrial & Systems Engineering and a PhD in Building Construction / Environmental Design and Planning. He has over 20 years of experience in engineering and EH&S in higher education. During his career, he has served... Read More →
avatar for Richard A. Vohden

Richard A. Vohden

Senior Vice President, Marsh USA Inc.
Rick Vohden is a senior vice president and senior risk consultant residing in the Marsh, Morristown, NJ office. He consults for Marsh's education clients ranging from early childhood education, K-12 public and private, colleges and national research universities. Rick's specialties... Read More →

Presentation Handouts ed37 pdf
Tuesday September 20, 2016 3:00pm - 4:30pm PDT
Seaport G Manchester Grand Hyatt
  Continuing Education

3:00pm PDT

Security Risk Management (SRM): A Model for Reducing Risk in Education Abroad
The session will address the question, "What can risk managers at universities who are responsible for international student travel learn from other industries that have significant experience with international safety, security and risk management?" It explores use of the Security Risk Management (SRM) Model, developed by the United Nations in 2004 to improve risk assessment, which has been adopted by humanitarian organizations to help promote the safety and security of international staff and travelers. The proposed session will offer insight into how colleges and universities with education abroad programs can benefit from an existing risk management model to better inform decisions about where students are allowed to travel and what recommended procedures travelers should follow. Universities may be unsure how to conduct security risk assessments for locations with existing or proposed education abroad programs. Risk can be difficult to qualify and quantify when an objective assessment has not been conducted and risk assessment committees must rely on potentially biased, outdated or third party information. As a result, recommendations to approve programs in riskier locations, particularly in cases of long-standing programs where health, safety and security risks within the host country have changed, or in newly proposed programs, are sometimes made in an ad hoc or subjective way. Decision-making bodies often rely on a priori assumptions, the United States Government, or advice from program leaders with personal ties to the location and a clear stake in the outcome of the decision. The SRM Model may help universities overcome these challenges. Effective risk assessment involves understanding an institution's acceptable risk threshold, and the ability to use an objective measurement tool to evaluate the threats to and vulnerability of students and faculty at any given location. Participants will learn to use the Security Risk Assessment (SRA) form and to plot the results of their analysis on a Risk Rating Matrix (RRM), which will allow them to proactively provide the essential information to committees and university leadership to keep study abroad programs within the acceptable risk threshold. The session will open with a discussion of key terms relating to assessing international health, safety and security, as well as examples of why the SRM model was developed and how it is being used by many organizations working internationally to reduce risk exposure. After an interactive 20 minute session, the participants will break into working groups of 8 - 10 people each to conduct a risk assessment for a hypothetical program. Depending on the number of participants in the session each working group will then present their findings to the larger group, which will be plotted on a Risk Rating Matrix for all to see, and discussed within the plenary. The session will close with Q & A.
As a result of participating in this session, attendees will be able to define key terms, become familiar with key concepts of Security Risk Management Model (SRM), and learn about the acceptable risk threshold and how and why SRM is used by those responsible for traveler safety and security at the United Nations and within international humanitarian organizations. Participants will be trained to assess potential education abroad locations and proposed activities for the potential impact on student health, safety, and security, including safety and security procedures based on assessment outcomes

Moderators
avatar for Kathy Hargis (Moderator)

Speakers
avatar for Christopher Daniel

Christopher Daniel

Director for International Health and Safety, Michigan State University
Christopher C. Daniel is the Director for International Health and Safety at Michigan State University (MSU). In this role he oversees international preparedness and response working with a broad range of university partners and stakeholders to help keep MSU travelers abroad safe... Read More →
avatar for Matt McCabe

Matt McCabe

Director Risk Management, Michigan State University
Matt McCabe is the Director of Risk Management and Insurance at Michigan State University. He is responsible for managing the liability and property risks of the University including administration of self-insured programs, insurance structures, actuarial services, loss control initiatives... Read More →

Presentation Handouts ed38 pdf
Tuesday September 20, 2016 3:00pm - 4:30pm PDT
Seaport H Manchester Grand Hyatt
  Continuing Education

3:00pm PDT

Why Risk It? Conducting an Effective Risk Assessment in a Small Shop (ACUA Partnered Session)
Have you been uncertain about implementing an effective risk assessment process with limited resources? Does completing the risk assessment within a reasonable timeframe seem unattainable? Are you worried that a small or mid-sized department cannot implement an effective organization-wide risk assessment process? We are here to help! This session will help put your mind at ease to prepare and implement an annual risk assessment process that is effective for your organization. Departments of all sizes and experiences are encouraged to attend, as the basis of the presentation will be to review risk assessment objectives and components, collaboration and sharing of ideas regarding efficient yet effective risk assessment implementation. The session will go through a template risk assessment process including surveys, interview questions, networking, and other resources as you prepare for your improved risk assessment process. The session will cover the key components of an ERM process.

Level: Intermediate

Prerequisites: At least one year of experience in risk management, ERM, ISO 31000, or annual risk assessment processes and experience in a managerial role.

After this session, participants will be able to:
• Explain the key objectives and components of an effective risk assessment process
• Decipher risk assessment elements that may be tailored to your specific organization
• Implement an effective risk assessment process
Moderators
avatar for Tish Gade Jones (Moderator)

Speakers
avatar for Allen Amyotte

Allen Amyotte

Director, Internal Audit, University of Calgary
Allen Amyotte is the Director, Internal Audit at the University of Calgary. Prior to this role, Allen was Director of Financial Operations & Internal Controls, and Director Enterprise Risk Management. Allen’s internal audit experience spans across multiple industries from being... Read More →
avatar for Monica Moyer

Monica Moyer

Director of Internal Audit and Advisory Services, Saint Leo University
MBA, CIA, CFE, CRMA, CCEP, CICA is the Director of Internal Audit and Advisory Services for Saint Leo University in west central Florida. She holds a bachelor of fine arts in Public Relations from Wayne State University, a bachelor of science in Accounting from Cleary University... Read More →

Presentation Handouts ed35 pdf
Tuesday September 20, 2016 3:00pm - 4:30pm PDT
Balboa Manchester Grand Hyatt
  Continuing Education

6:30pm PDT

Gala
(Free for full attendees; $105 for one-day registrants and guests) Don’t miss our final event of the conference: the gala at the USS Midway Museum! This year’s theme, “Anchors Away”, will provide a fun and festive environment and we encourage our participants to dress patriotic! Red, white, and blue apparel is encouraged as well as boat themed dress.

PLEASE NOTE: No spikes or high heels for this event! They recommend flat or wedges shoes, steel deck. Casual dress is recommended. Don’t forget your sweater! It may get a little breezy.

6:30pm Guest Arrival to USS Midway
Attendees will walk a few short blocks from the hotel.

6:30pm -7:30pm Appetizers, Cocktails, Explore on Your Own
Network or relax while enjoying refreshments and explore this maritime museum full of history and exciting exhibits.

8:00pm-Welcome & Raffle
Must be present to win!

6:30pm – 8:30pm Guided Docent Tours
Tours available
Life at Sea: Learn what it was like to prepare 13,500 meals daily, how sailors ate in rough seas, shared space with bombs and missiles and found their way into sick-bay. Includes the galley/mess decks, bomb elevators, sick-bay and dental office, post office and machine shops.
Admiral’s & Captain’s Country: Experience the life of the men responsible for the USS Midway and the ships that protected her for 47 years. The war room, Task Force Command Center (TFCC), message center and living quarters provide a unique insight to two of the most pressure-filled jobs at sea.
Air Command: Explore the “business end” of the USS Midway where the Commander of the Air Group (CAG) ran the ship’s aircraft operations. Discover how 3,000 “ship’s company” sailors worked with an “air wing” of 1,300 men so that less than 200 pilots could take to the air when conflict was in the wind. This tour includes air group officer spaces, staterooms and three distinctly different ready rooms.

Flight Simulators
Live the life of an aviator aboard the USS Midway. Launch off the flight deck, engage the enemy and then return safely. The USS Midway Museum features two types of optional flight simulators for all ages. You can choose Air Combat 360 or Flight Avionics. Air Combat 360 pilots can roll, somersault, spin and loop as they fly missions. Flight Avionics is a group motion simulator for up to 12 guests at a time, featuring a daring mission in Operation Desert Storm.

7:30pm-9:30pm Dinner
Enjoy dinner up on the Flight Deck! Action stations will be located throughout the flight deck and will provide an array of delicious menu items to choose from!

8:30pm-10:30pm Gift Shop
Don’t forget your USS Midway souvenirs! Gift shop will open beginning at 8:30pm

8:30pm-10:00pm Dessert and Dancing
Sponsors
avatar for AIG

AIG

Gala Dessert Reception
To learn more about this sponsor, click the link above.
avatar for CampusConnexions

CampusConnexions

Gala Cocktails & Dinner Sponsorship
To learn more about this sponsor, click the link above.
avatar for Marsh USA Inc.

Marsh USA Inc.

Gala Cocktails & Dinner Sponsorship, URMIAcares
To learn more about this sponsor, click the link above.
avatar for Mercer

Mercer

Gala Cocktails & Dinner Sponsorship
To learn more about this sponsor, click the link above.

Tuesday September 20, 2016 6:30pm - 10:30pm PDT
USS Midway Museum (attendees will walk short distance to location)
  Event or Activity, Special Event
 
Wednesday, September 21
 

6:15am PDT

URMIAfit: Pilates
Start each morning by invigorating your body and energizing your mind for your day at URMIA. Pilates focuses upon flexibility, strengthening, control, and endurance and can be done just about anywhere. Modifications for more challenging moves permit just about everyone to participate. Wear flexible, comfortable clothes. Mats are provided and shoes are optional.

David discovered Pilates while recovering from a back injury. Months later, his mat was closest to the front of the class when the instructor overslept. A little persuasion sent him through the YMCA training program and then ten years leading Pilates for all levels at two YMCA branches.
Speakers
avatar for David Parker

David Parker

Director, Risk & Emergency Management, Angelo State University, Texas Tech University System
David discovered Pilates while recovering from a back injury. Months later, his mat was closest to the front of the class when the instructor overslept. A little persuasion sent him through the YMCA training program and then ten years leading Pilates for all levels at two YMCA br... Read More →

Sponsors
avatar for Travelers

Travelers

URMIAcares, URMIAfit
To learn more about this sponsor, click the link above.

Wednesday September 21, 2016 6:15am - 7:00am PDT
Marina Courtyard (America's Cup D Backup Location) Manchester Grand Hyatt
  Event or Activity, URMIAfit

7:00am PDT

Breakfast
Wednesday September 21, 2016 7:00am - 8:00am PDT
Seaport Ballroom Manchester Grand Hyatt

8:00am PDT

General Session: Student Safety During Political Upheaval
In January 2011, University of Pennsylvania Ph.D. student Eric Trager was conducting dissertation research on Egyptian opposition parties in Cairo when the “Arab Spring” uprising erupted suddenly. Within days, the Egyptian government cut almost all Internet access and suspended cell phone service for twenty-four hours, while security forces blanketed downtown Cairo with teargas, forcing Eric to navigate a rapidly shifting and increasingly unstable environment. In this session, Eric will discuss the safety lessons he learned during the uprising’s early days, and also explain the safety precautions that he has taken during his subsequent research in the Middle East, where security conditions are constantly in flux.
Speakers
avatar for Eric Trager

Eric Trager

Esther K. Wagner Fellow, The Washington Institute
Eric Trager, the Esther K. Wagner Fellow at The Washington Institute, is an expert on Egyptian politics and the Muslim Brotherhood in Egypt. He was in Egypt during the 2011 anti-Mubarak revolts and returns frequently to conduct firsthand interviews with leaders in Egypt's government... Read More →

Wednesday September 21, 2016 8:00am - 9:15am PDT
Seaport Ballroom Manchester Grand Hyatt
  General Session

8:00am PDT

Conference Registration
Wednesday September 21, 2016 8:00am - 12:00pm PDT
Seaport E Manchester Grand Hyatt

9:15am PDT

Break
Wednesday September 21, 2016 9:15am - 9:40am PDT
TBA

9:40am PDT

Drones: An Update on the 2016 FAA Regulations and How this Affects Your Institution
The presentation will provide an overview of the updated FAA regulations and how this impacts the use of Unmanned Aerial Systems in education, research, and institutional operations. Will include information on registration requirements, the control environment and liability concerns for institutional UAS use and for student and public use on/over campus property. Campus Risk Policy examples for operations of drones will be provided.

As a result of participating in this session, attendees will obtain a working understanding of the new FAA regulations, understand the obligations of institutions operating UAS, and have an overview of the types of liability drones can bring to an institution, both employee and student operations.
Moderators
avatar for Sue Liden (Moderator)

Speakers
avatar for Carson Lyons

Carson Lyons

Vice President, AIG Aerospace Insurance Services, Inc.
Carson is currently Vice President, AIG Aerospace Insurance Services, Inc. based in Atlanta, GA. Carson joined AIG in 1999 and has held various positions of increasing responsibility in underwriting and management for General Aviation. More recently, Carson was named Global Product... Read More →
avatar for Craig McAllister

Craig McAllister

Director of Risk Management and Insurance, Cornell University
Craig McAllister is the Director for the Office of Risk Management and Insurance at Cornell University and has been in this position since 2011, having previously served as the Assistant Director starting in 2001. Prior to his position at Cornell, Craig worked in several capacities... Read More →

Presentation Handouts ed39 pdf
Wednesday September 21, 2016 9:40am - 10:55am PDT
Seaport F Manchester Grand Hyatt
  Continuing Education

9:40am PDT

Implementing a Safety Culture (APLU/AAU Partnered Session)
In their Guide to Implementing a Safety Culture in Our Universities, the Task Force on Laboratory Safety called on the Association of Public and Land-grant Universities (APLU) and the Association of American Universities (AAU) to ask the presidents and chancellors of all academic institutions to renew their commitment to improve the safety culture for all academic research, scholarship, and teaching. The Task Force, convened by APLU’s Council on Research, and in coordination with AAU, the American Chemical Society, and Council on Governmental Relations (COGR), provided 20 recommendations drawn from reports from the National Academies, ACS, OSHA, and the US Chemical Safety and Hazards Board. The Guide also has a toolkit for strengthening a culture of safety. We will share highlights from this guide, and then introduce a panel of risk managers to share their universities’ efforts in strengthening a culture of safety.
Moderators
avatar for Cheryl Lloyd (Moderator)

Speakers
avatar for Robert Nobles DrPH MPH CIP

Robert Nobles DrPH MPH CIP

Associate Vice Chancellor for Research for Responsible Conduct of Research and Institutional Research Integrity, University of Tennessee, Knoxville
Robert Nobles serves as the associate vice chancellor for research at the University of Tennessee, Knoxville and has a faculty appointment in the Department of Public Health within the College of Education, Health, & Human Sciences. Nobles joined UT in 2013 with the intent of enhancing... Read More →
avatar for Alice Young Ph.D.

Alice Young Ph.D.

Associate Vice President for Research and Professor of Psychological Sciences, Texas Tech University
Alice M. Young, Ph.D. is Associate Vice President for Research and Professor of Psychological Sciences at Texas Tech University (TTU) and Professor of Pharmacology and Neuroscience at Texas Tech University Health Sciences Center. As Associate Vice President for Research, she works... Read More →
avatar for Ken Smith

Ken Smith

Executive Director of EH&S, University of California, Office of the President
Ken has served the UC system for 24 years in the areas of Radiation Safety and Research Safety. An alumnus of UC Santa Cruz, Ken received his degree in Biochemistry and Molecular Biology. Ken holds board certifications in both Industrial Hygiene and Health Physics. Ken is a nationally... Read More →

Presentation Handouts ed41 pdf
Wednesday September 21, 2016 9:40am - 10:55am PDT
Seaport G Manchester Grand Hyatt
  Continuing Education

9:40am PDT

Managing the Risks & Liabilities of Research Center Activities
Many colleges and universities have developed research centers to advance the work being conducted by their faculty and staff. While these centers offer tremendous opportunities, they do create risks that must be identified and managed to protect the interests of the institution and the faculty. This session will focus on the risks and liabilities created by the operation of a research center and the activities taking place within these centers. Legal issues to be addressed include patent protection, copyright infringement, the Fair Labor Standards Act, and ensuring that all research is conducted in an appropriate manner. Operational issues to be addressed include protection of the property, ensuring the safety and well-being of students and minors, and a myriad of landlord-tenant matters. Participants will learn about many of the risks associated with the ownership or operation of a research center, how to proactively identify these risks, and how to then effectively manage these issues. This will include a risk identification process, working successfully with the affected campus community, and accessing the information and expertise necessary to support your efforts in this environment.
As a result of participating in this session, attendees will identify the numerous legal and operational risks associated with the ownership and operation of a research park or research center.
Moderators
avatar for Barbara Schatzer (Moderator)

Speakers
avatar for Mark Briggs

Mark Briggs

Vice President, Safety Management Resources
Mark Briggs serves as the vice president of Safety Management Resources Corporation (SMRC), a full-service consulting firm delivering world class risk management and safety services to higher education clients. Previously, he served as the Chief Risk Officer for The Ohio State University... Read More →
avatar for Laura Frerichs

Laura Frerichs

Director of Economic Development & Research Park Director, University of Illinois
Laura Frerichs is responsible for managing entrepreneurship programs at EnterpriseWorks technology incubator, marketing the Research Park, and supporting the University’s economic development efforts. There are 90 companies located in the Research Park, which is a development including... Read More →

Presentation Handouts ed40 pdf
Wednesday September 21, 2016 9:40am - 10:55am PDT
Seaport H Manchester Grand Hyatt
  Continuing Education

10:55am PDT

Break
Wednesday September 21, 2016 10:55am - 11:15am PDT
TBA

11:15am PDT

Counting the Last Dollar?: Institutional Finance Survival Skills for Fun and (Non)Profit
College and universities are complicated financial machines. With so many under financial strain in recent years, and with talk of mergers and some closures, what are the predictive factors that can be applied to institutional finances to determine survivability? Come learn, in a light-hearted style, how to read higher ed financial statements, focusing in on the handful of truly critical line items and what they mean. We will present both commonly used and proposed simplified predictive formulas for estimating an institution's financial health, and will give the audience the opportunity to vote "thumbs-up" or "thumbs-down" on the chances of (anonymous!) institutions surviving, based on the available financial information. We will discuss how risk management decisions, such as selection of deductibles or SIRS, can affect deeper issues such as cash flow and bond ratings, and how to make good operational decisions on behalf of institutional finances.

As a result of participating in this session, attendees will understand which are the basic financial statements and ratios used in higher education and what they mean, learn more about how to "talk finance" language for administrative or board reports, and lastly, learn how to identify line items on a financial statements and other trends that are critical to an institution's health.
Moderators
avatar for Ruth Rauluk (Moderator)

Speakers
avatar for Vince Morris

Vince Morris

Executive Director, Arthur J. Gallagher Risk Management Services
Vincent Morris, ARM, AIC, CPCU, CIC, CRM, CPA – Executive Director, Higher Education Practice, Arthur J. Gallagher & Co. Vince provides risk management consultation, research, problem solving, and best practices for higher education clients. He served for over 13 years as Director... Read More →
avatar for Margaret Tungseth

Margaret Tungseth

Senior Vice President for Business, Finance & Technology, Hamline University
Margaret Tungseth (MBA, CPA, DRM) became Hamline University’s senior vice president for business, finance and technology in September of 2014. In her role she provides leadership and management of the university’s finance, ITS, facilities services, and human resources departments... Read More →

Wednesday September 21, 2016 11:15am - 12:30pm PDT
Seaport F Manchester Grand Hyatt
  Building Foundations, Educational Session

11:15am PDT

Run, Pass, or Punt: Risk Manager’s Role in Title IX Compliance
RUN - Title IX/VAWA/Clery Compliance – What Does “Compliance” Really Look Like?
· Options versus requirements
· Distinguishing basic compliance from “bells and whistles” As a result of participating in this session, attendees will learn to work together with campus partners to support and ensure Title IX compliance to ensure that their institution is able to fulfill their educational mission. Attendees will learn new ways to build upon their strategic risk management skills in relation to institutional Title IX compliance
· Comparing yourself to others: What is a “best practice,” and what is required?
· Does size matter? How compliance differs based on the size of the institution
PASS - Who has the responsibility for basic compliance?
· Having the right team
· Legal Counsel, Campus Safety, Student Service, etc.
· Self-Audit – Roles, responsibilities
· Practical next steps
PUNT - Lessons learned from UE claims
· Risks that could have been minimized or eliminated
· Claims, costs, and other data
· Areas to focus with limited budgets
As a result of participating in this session, attendees will learn to work together with campus partners to support and ensure Title IX compliance to ensure that their institution is able to fulfill their educational mission. Attendees will learn new ways to build upon their strategic risk management skills in relation to institutional Title IX compliance.
Moderators
avatar for Chauncey Fagler (Moderator)

Speakers
avatar for Megan Farrell JD

Megan Farrell JD

Counsel, Hirschfeld Kramer, LLP
Megan has been working in the higher education sector for over fifteen years. Before joining HK LLP, Megan was the Director of the Masters of Nonprofit Management program at Notre Dame of Maryland University, where she also served as a full-time faculty member. Megan was named NDMU’s... Read More →
avatar for Angela Nastase JD

Angela Nastase JD

Risk Management Consultant, United Educators
Angela Nastase, JD, Risk Management Consultant at United Educators (UE), helps schools, colleges, research institutions and universities advance their ability to manage institutional risk. In her role, Ms. Nastase works with educational institutions to analyze risk, strengthen mitigation... Read More →
avatar for Jody Shipper JD

Jody Shipper JD

System wide Director for Title IX/VAWA/Clery and Sexual Assault/Sexual Violence Compliance, University of California
Jody Shipper has been working in the field of higher education, Title IX, Clery/VAWA, and employment law and has conducted workplace and academic investigations for more than twenty years. Ms. Shipper is a nationally recognized expert on Title IX. Industry experts consider her expertise... Read More →

Presentation Handouts ed42 pdf
Wednesday September 21, 2016 11:15am - 12:30pm PDT
Seaport G Manchester Grand Hyatt
  Continuing Education

11:15am PDT

We Believe in Free Speech, But: The Enterprise Risk Management of First Amendment and Academic Freedom Issues
This presentation (a lecture followed by a multi-disciplinary panel discussion) will discuss the enterprise “constitutional risk” associated with claims based on the First Amendment and Academic Freedom, which is a “special concern” of the First Amendment. Specifically, the focus will be on individual student speech including social media, recognition and funding of student groups, faculty speech both inside and outside the university, demonstrations and protests, and the institution’s ability to engage in government speech. The lecture by an institutional General Counsel will present an overview of the constitutional issues and measures to reduce and manage the enterprise risk. The panel discussion will involve institutional risk managers, an institutional public relations director, and a representative of Marsh.

As a result of participating in this session, attendees will learn how the First Amendment and the “special concern” of academic freedom limit the discretion of public institutions. Specifically, the focus will be on individual student speech including social media, recognition and funding of student groups, faculty speech both inside and outside the university, demonstrations and protests, and the institution’s ability to engage in government speech. Participants will learn how to identify those policies and practices that are subject to constitutional attack on First Amendment/Academic Freedom grounds and how to minimize enterprise “constitutional risk” by altering policy, engaging in educational programs, or undertaking a dialogue with advocacy groups. Lastly, they will learn how to manage enterprise “constitutional risk” when the plaintiffs sue the institution on a First Amendment or Academic Freedom claims. Management of enterprise constitutional risk for First Amendment and Academic Freedom claims includes retaining counsel, when to settle, the utilization of a public relations strategy, and special concerns related to existential issues (those that the institution can never compromise).
Moderators
avatar for Glenn Klinksiek (Moderator)

Speakers
avatar for Todd Adkins

Todd Adkins

Director of Risk Management, University of Kentucky
Todd Adkins is the Director of Risk Management at the University of Kentucky and has been in the University of Kentucky Risk Management Department since 2002 holding several positions including Assistant Director. He has a bachelor degree in Corporate Communication from the University... Read More →
avatar for Jay Blanton

Jay Blanton

Executive Director for Public Relations and Marketing, University of Kentucky
Jay Blanton is executive director for public relations and marketing at the University of Kentucky. Previously, he served as communications director for Kentucky Governor Steve Beshear and as deputy communications director for former Louisville Mayor Jerry Abramson. He also has worked... Read More →
avatar for James Frazier

James Frazier

Director of Process Improvement and Risk Analysis, University of Kentucky
James has served as the Director of Process Improvement and Risk Analysis at the University of Kentucky since August 2013.  James began his career in higher education working in the athletic departments at East Carolina University from 1995 to 1996 and the University of Houston from... Read More →
avatar for Michael Jackisch

Michael Jackisch

Senior Vice President, Marsh USA Inc.
Mike Jackisch is a senior client manager specializing in higher education consortia (group) programs and individual college programs. Mr. Jackisch is responsible for day-to-day issues, such as placement, coverage, policy issuance, claims, and other questions that arise on colleges... Read More →
avatar for William Thro

William Thro

General Counsel, University of Kentucky
William E. Thro, the General Counsel of the University of Kentucky, is an accomplished attorney, academic, and appellate advocate. As the Chief Legal Officer for the University of Kentucky, he provides proactive strategic advice on critical legal and policy issues confronting a public... Read More →

Presentation Handouts ed44 pdf
Wednesday September 21, 2016 11:15am - 12:30pm PDT
Seaport H Manchester Grand Hyatt
  Continuing Education

12:30pm PDT

Luncheon, Conference Closing, and Final General Session: Academic Continuity – Risk Management Writ Large
In the introduction to her book “Engaging Risk” Paula Vene Smith notes “For higher education institutions, the “bottom line” is academic mission. The financial wellbeing is vital – but inextricably linked to academic mission”. 2015 found higher education institutions struggling to respond to high profile, enterprise wide challenges and opportunities including campus diversity, adjunct unionization and academic freedom, issues that can impact an institutions ability to carry out its academic mission. Join our panelists as they explore these issues and work through a group ERM exercise that identifies risk, assesses severity, assigns possible risk owners and explores mitigation strategies.

As a result of this presentation, participants will gain a better understanding of some of the key systemic challenges facing higher education institutions and will have the opportunity to hone their ERM skills through participation in a workshop that builds toward a discussion of potential mitigation strategies related to a topic of the groups choosing, but most likely campus diversity.
Speakers
avatar for Anita Ingram

Anita Ingram

Assistant Vice President & Chief Risk Officer, University of Cincinnati
Anita Ingram is Asst. VP & Chief Risk Officer at University of Cincinnati, overseeing the Department of Enterprise Risk Management since 2014. Previous to this, Ms. Ingram was CRO at Southern Methodist University, responsible for oversight of the Office of Risk Management and security... Read More →
avatar for John McLaughlin

John McLaughlin

Managing Director, Higher Education Practice, Arthur J. Gallagher Risk Management Services
John McLaughlin is managing director of Arthur J. Gallagher & Co's higher education practice. As practice leader, he is responsible for the growth and development of our international higher education practice, which now serves over 600 clients. Within the broad context of practice... Read More →
avatar for Vince Morris

Vince Morris

Executive Director, Arthur J. Gallagher Risk Management Services
Vincent Morris, ARM, AIC, CPCU, CIC, CRM, CPA – Executive Director, Higher Education Practice, Arthur J. Gallagher & Co. Vince provides risk management consultation, research, problem solving, and best practices for higher education clients. He served for over 13 years as Director... Read More →
avatar for Nancy Pringle

Nancy Pringle

Vice President and General Counsel, Ithaca College
Nancy Pringle is General Counsel and Senior Vice President of the Division of Human and Legal Resources at Ithaca College, a comprehensive college serving 6,300 full-time undergraduate students and over 1,800 employees. Nancy brings twenty years of experience providing consultation... Read More →

Ingram Pringle McLaughlin Emerging Risks 20160921 pdf
Wednesday September 21, 2016 12:30pm - 2:00pm PDT
Seaport Ballroom Manchester Grand Hyatt
  General Session

2:15pm PDT

URMIA Post-Conference Board of Directors Meeting
Wednesday September 21, 2016 2:15pm - 5:15pm PDT
Bayview Manchester Grand Hyatt
  Board of Directors, Meeting
 
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