C.R. Ekern & Company - CBS - Los Angeles Summit

Consultative Brokerage Summit®
Regional Presentation Series

Los Angeles Summit - May 22, 2001
Sheraton Universal Hotel - Universal City
333 Universal Terrace Parkway
Universal City, CA 91608
(6 miles from Burbank Airport and within walking distance of Universal Studios)
Phone: 1-818-980-1212
Fax: 1-818-985-4980
Summit Hours: 8:30am to 4:30pm, doors open at 7:45am.

5 C.E. Credit Hours have been approved for Fire & Casualty Brokers-Agents (FX) for this Summit.

Summit Registration Fee: $195.00
Fee includes materials, beverages and a lunch buffet.

Los Angeles Agenda

TIME	TOPIC	PRESENTER	FIRM	SUBJECT
7:45	Registration & Continental Breakfast
8:30	Opening Remarks	Rob Ekern	C.R. Ekern & Co. Phoenix, AZ	Summit Welcome and Consultative Brokerage Overview.
8:45	Consultative Brokerage Techniques – Consultative Brokerage Development	Mark Abbott, CPCU Rob Ekern	C.R. Ekern & Co. Phoenix, AZ	Learn “Consultative Brokerages” key professional development techniques & skills to attract/retain middle market P&C accounts and exceed their expectations.
9:45	BREAK
10:00	Consultative Brokerage Techniques – Utilizing TCOR Risk Management Principles	Rob Ekern	C.R. Ekern & Co. Phoenix, AZ	This session explores Total Cost of Risk Principles and how you can deliver and demonstrate TCOR’s value, and yours, to larger accounts.
11:00	Bermuda Market & Captive Risk Placement Options for Larger Accounts	Liz Steinman Roy Fellows, ACII	HSBC Bermuda Hamilton, Bermuda	The Bermuda Marketplace has evolved its capacities and solutions. Hear how to access these markets and also use Captive Strategies with larger accounts.
12:00	LUNCH
1:00	P&C Risk Management and Placement Options in the Hard Market	Carol Darden	CRC Inc. Birmingham, AL	Learn from a top North America Excess/Surplus leader how to utilize the resources of the wholesale market in this tightening insurance environment.
2:00	Risk Management Issues – Accessing & Utilizing Unbundled Loss Control Client Services	Ben Polanski	Schirmer Engineering Princeton, NJ	A valuable presentation on the Loss Control Services available to all independent agents and brokers outside the insurance policy. Such services demonstrate value to large accounts.
2:30	Risk Management Issues – Data Issues & Program Design	Al Rhodes, ACAS, MAAA	Sigma Actuarial Nashville, TN	Hear from an expert on the importance of proper data in Risk Mgmt. Program Design. Find out what data you need to obtain, where to get it and how to use it.
2:55	BREAK
3:10	Environmental Risk & Insurance Issues	Dave Dybdahl, CPCU, ARM	American Risk Mgmt. Resources Network Middleton, WI	Learn from a leading authority on Environmental Issues. Hear about the key legal, contractual and policy issues, plus risk financing options for your key accts.
4:10	Summit Wrap-Up & Conference Conclusion	Rob Ekern

Notes:

5 C.E. Credit Hours have been approved for Fire & Casualty Brokers-Agents (FX) for this Summit.
The Spring 2001 Consultative Brokerage Summits will not have a room block at any of the event locations. Please call the hotel for rates and availability if you need a room in connection with the summit. Mention you are attending the summit, as a room rate discount may apply.
$195.00 registration fee with completed registration form is required prior to the Summit. The registration fee less $25 is refundable if written cancellation is received at least 10 days before the event.

Do not miss this one-of-a-kind education opportunity.

Register now to guarantee your place at the Consultative Brokerage Summit

Regional Summit Main Menu Page

Thank you.
C.R. Ekern & Company