Copyright © 2014 Use of this website subject to Terms and Conditions7041 Koll Center Parkway Suite 290 Pleasanton, CA 94566
Toll Free: 800-772-8998 Fax: 925-484-6014
May 4-8, 2014
Mauna Lani Bay Hotel & Bungalows
Big Island of Hawaii
|Hotel & Conference Information|
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|Sunday, May 4, 2014|
6:00 - 7:30 p.m.
|Monday, May 5, 2014|
8:00 – 8:05 a.m.
Welcome and Hawaiian Blessing
Ken Turknette, IIABCal President
Don Way, Chariman
Danny & Anna Akaka, Mauna Lani's Kahu
8:05 – 9:15 a.m.
Keynote Address: One Investor's View of the World
Prem Watsa, Chairman & CEO, Fairfax Financial Holdings, Ltd
9:30 – 11:30 a.m.
Cyber Security: Pre & Post Breach (2 CE pending)
A panel of cyber policy experts moderated by Oliver Brew, Vice President, Specialty Casualty, Liberty International Underwriters.
"Pre Breach" Moderator: John Mullen, Sr., Nelson Levine de Luca & Hamilton
"Post Breach" Moderator: Oliver Brew, ACII, CIPP, Vice President, Specialty Casualty, Liberty International Underwriters
Charles Beard, Principal, Advisory Practice, PwC
Amy Stanphill, Deputy General Counsel, Eisenhower Medical Center
Theodore Kobus, III, Partner & National Co-Leader Privacy and Data Protection Team, BakerHostetler
David Lewison, Co-Leader National Financial Services Practice, AmWINS Brokerage Group
|Tuesday, May 6, 2014|
8:00 – 9:30 a.m.
Emerging Issues: Affordable Care Act and the California Health Benefit Exchange (2 CE Pending)
Moderator: Stephen Young, SVP & General Counsel, IIABCal
Panelist: Peter Lee, Executive Director, Covered California (Invited)
Panelist: John Newman, Executive Director for Exchange Operations, Kaiser Permanente
Panelist: Jon Pollock, Employe Benefits Advisor, Morris & Garritano
9:45 – 11:30 a.m.
Developing an Organic Growth Machine: Part 2
Randy Schwantz, CEO, The Wedge Group
Scramble Golf Tournament
|Wednesday, May 7, 2014|
8:00 – 8:50 a.m.
Keys to Agency Perpetuation (1 Management CE Pending)
John Jaques, President, John H. Jaques Consulting
9:00 – 10:30 a.m.
Second Generation Agency CEOs (1 Management CE Pending)
Presented by a Panel of Younger, Successful 2nd Gen CEOs
Moderator: John Jaques, President, John H. Jaques Consulting
Panelist: Andrew Forchelli, GNW/Evergreen
Panelist: Charlie Rosson, Woodruff-Sawyer
Panelist: Keith Schuler, InterWest
Panelist: Paul Saich, NFP P&C Thoits Insurance Service
Panelist: Kurt deGrosz, ABD
10:00 – 11:30 a.m.
Talk Story under the Milo Tree (For Spouses, Children & Guests)
Danny and Anna Akaka & Friends
10:45 – 11:30 a.m.
Runaway Jury Verdicts: Could It Ever Happen To Your Clients?
Robert Tyson, Partner, Tyson & Mendes, LLP
|Thursday, May 8, 2014|
Deep Sea Fishing Tournament (Sponsored by Cooper & McCloskey, Inc.)
6:30 – 9:00 a.m.
Stroke Play Golf Tournament
6:00 - 10:00 p.m.
Mahalo Dinner & Luau