Omni Grove Park Inn, Asheville, North Carolina

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47th RIMS Southeastern Educational Conference

Omni Grove Park Inn, Asheville, North Carolina September 26 – 28, 2016

Welcome to Asheville Scared? Who you gonna call? Risk Busters! Welcome to our 47th Annual RIMS Southeastern Educational Conference! The Carolinas Chapter of the Risk

and Insurance Management Society, Inc. plans to provide a hauntingly memorable experience here at the Grove Park Inn, a break from the routine scary risks that we see in our day to day routine.

Our inspiration for this year's theme is the mysterious Pink

Lady. Reportedly a frequent guest at The Omni Grove Park Inn, she has been seen, felt and experienced by hotel

employees and guests for more than a half century, even by some of those attending last year. Little was known about

the Pink Lady - just a swirl of stories about a young woman dressed in pink who fell to her death in the Palm Court atrium around 1920. We will delve more into the

happenings, just attend the sessions in our safe zone to learn more! In case you are too frightened to take notes, our presentations may be accessed on the Carolinas RIMS website after the conference.

Make sure that you view the list of Specters (Sponsors and Exhibitors), without whom we would not be able to conduct this "boo"tiful conference. Never heard of the Pink Lady? Not to worry, we have seasoned risk busters for networking opportunities throughout the haunted mansion.

If you come upon one of our special "guests", risk management students from Appalachian State University, the University of North Carolina – Charlotte, and the University of South Carolina, please share your experience and techniques with them. Don’t want to have anyone lost in the woods, or the basement, or on the fourth floor!

On behalf of the paranormal guides that have been planned this exciting adventure, we welcome you to Asheville and look forward to a rewarding experience.

Monday, September 26 10:30 – 11:30am 11:00 – 5:00pm Departing at 1:30pm

Early Registration

Sammons Front Desk Golf Tournament

or 3:00pm (80 min.

Ghost Trolley Tour

2:00 – 5:00pm

Tennis Tournament

tours)

2:00 – 6:00pm 8:00 – 10:00pm

Registration

Sammons Front Desk Opening Reception and Networking Mountain View Terrace

Courtesy of Gallagher

Bassett, Ironshore, and Catlin XL

Courtesy of CCMSI Courtesy of Aon Risk Solutions

Tuesday, September 27 7:30 – 8:45am 7:30 – 8:45am

8:45 – 9:00am

Registration

Sammons Front Desk Breakfast

Courtesy of Marsh and

Conference Opening Remarks and

Marie Baird

Mountain View Terrace

Presentation of Colors

Carolinas RIMS

Keynote Speaker

Dan Roselli

Heritage Ballroom A

9:00 – 10:00am

Sedgwick

Heritage Ballroom A

Packard Place

Tuesday, September 27 (cont.) 10:00 – 10:15am

Exhibit Hall Break

Courtesy of

Wells Fargo Rob Watkins

10:15 – 11:15am

Devil in the Details: Are you prepared for a Cyber Breach?

Heritage Ballroom A

Compass Group Dave Navetta

Norton Rose Fulbright Grady Kellogg

Lockton Companies

11:15am – 12:00pm

Demons in the Workplace: Preparing for an Active Shooter in the Office

RFB Security Consulting

Lunch

Courtesy of Willis

Seeing in the Future: Overview of the U.S.

Mark Vitner

Heritage Ballroom A

12:00 – 1:00pm

1:00 – 2:00pm

Mountain View Terrace

Economic Front

Heritage Ballroom A 2:00 – 2:30pm

2:30 – 3:30pm

Towers Watson

Wells Fargo

Exhibit Hall Break

Courtesy of CNA

Ghosts of Aviation Future: Evolving Risks

Carson Lyons

of Unmanned Aircraft / Drones Heritage Ballroom A

3:30 – 4:00pm

Ray F. “Chip” Busker

Exhibit Break – Dessert Reception

AIG

Courtesy of McGriff

Siebels and Williams

Tuesday, September 27 (cont.) Susan Briggs

4:00 – 5:00pm

Battle of the Poltergeists: Plaintiff and Defense Attorney Duel Heritage Ballroom A

Dickie McCamey & Chiolcote and

Vernon Sumwalt

Sumwalt Law Firm 5:00 – 9:00pm

9:00 – 11:30pm

Dinner on your own

The RIMS Haunted Speak-Easy Elaine’s Dueling Piano Bar

Courtesy of AIG

Wednesday, September 28 7:30 – 8:45am

9:00 – 10:00am

10:00 – 10:45am

10:45 – 11:45am 12:00pm

Breakfast

Mountain View Terrace Haunting the Halls of the White House – Impact of the 2016 Presidential Election Heritage Ballroom A

History of The Omni Grove Park Inn & Pink Lady

Heritage Ballroom A

Courtesy of Chubb Joan K. Woodward Travelers

Presented by Omni Grove Park Inn

Exhibit Hall Break and Door Prize Giveaway

Conference Ends / Lunch to Go

Courtesy of Hedrick

Gardner and Lockton

Our Speakers Dan Roselli

Keynote Speaker Dan and his business partner and wife, Sara Garcés, are co-founders of Packard

Place which focuses on the core values of "Innovation. Entrepreneurship.

Community.” and is the largest entrepreneurial and tech center outside of NY,

Boston and Silicon Valley in the country. Dan began his entrepreneurial career

in 2003 and was one of the original co-founders of Internet marketing firm Red

Ventures and has co-founded three different companies that have made it to the INC 500 list of the fastest growing private companies in America. Dan has a

finance degree from Michigan State University and a MBA in marketing from

the University of Minnesota. Dan has been honored by several awards including the Top 50 Entrepreneurs

Award, Forty Under 40, and has been named a combined eight times to the Inc. 500/5000 List. Dan is also the past Chairman of the Board of Alpha Kappa Psi Business Fraternity. He is the father of two sets of twins and is a passionate Spartan. Go Green.

Rob Watkins

Devil in the Details: Are you prepared for a Cyber Breach? Rob has served as CIO for the North American Division of Compass Group

since 2001. Rob joined Compass Group in 1994, moving from the UK in 1997 to the North American corporate office in Charlotte. Rob continues to have

overall responsibility for leading and aligning the North American technology strategy and resources to enable Compass Group’s continued growth and

change. Prior to joining Compass Group, Rob worked for a number of blue chip organizations in the UK including Pirelli, Reuters and Somerfield. Rob obtained his BSC(Hons) from the University of Wales; is a qualified Management

Accountant and earned his MBA from Cranfield University. Rob is a board

member of Apparo (IT non-profit) and co-chair of the Charlotte CIO Executive Summit. Rob is married with two daughters, and lives in Charlotte, NC.

Our Speakers David Navetta

Devil in the Details: Are you prepared for a Cyber Breach? David Navetta is a US co-chair of Norton Rose Fulbright's Data Protection, Privacy and Cybersecurity practice group. David focuses on technology, privacy, information security and intellectual property law. His work ranges from compliance and

transactional work to breach notification, regulatory response and litigation. David currently serves as "breach coach" or is on the approved panel for numerous cyber insurance carriers and companies, and has helped dozens of companies across multiple industries respond to data security breaches. David is a Certified

Information Privacy Professional through the International Association of Privacy Professionals. David previously served as a Co-Chair of the American Bar Association's Information Security Committee.

Grady Kellogg

Devil in the Details: Are you prepared for a Cyber Breach? Grady is an Account Executive for Lockton Financial Services in the company’s Charlotte office, providing expertise in Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime, Kidnap/Ransom, Errors & Omissions, Cyber Liability & Network Security, Product Recall and Transactional Risk. Grady is both a client advocate and placement broker, responsible for risk analysis, program design and consultative advice based upon a client’s specific needs. Grady has 29 years of business experience in management and professional liability. During his insurance brokering career, Grady has counseled companies ranging from the Fortune 100 to mid-sized private and not-for-profit organizations. His experience includes negotiating insurance solutions in conjunction with financing, bankruptcies and M&A and initial public offerings. Grady served on Marsh’s Cyber and Technology Practice and currently acts as the Lockton’s Cyber and Technology Practice Leader for the Southeast, providing expert advice and counsel to clients in key areas such as risk profile, loss quantification, coverage gap analysis, coverage design and claims reporting and tracking.

Our Speakers Ray F. “Chip” Busker

Demons in the Workplace: Preparing for an Active Shooter in the Office Ray “Chip” Busker has over 24 years of law enforcement experience with the

Charlotte Mecklenburg Police Department, including 18 years conducting vice and narcotics investigations. During his career, he served in various roles; including

management of a Narcotics Task Force composed selected undercover officers. He has partnered with numerous federal agencies including the FBI, ATF, DEA, ICE and IRS task forces covering multi-state and international investigations. He is a certified instruction with the North Carolina Justice Academy and currently certified as a Federal Air Marshall and serve as an armed security officer for

Hendrick Aviation. Chip retired from the CMPD in 2007, although started his consulting practice over 20 years ago. He now owns and operates RFB Security Consulting and RFB &

Associates Private Investigative Agency. Through his consulting practice he works with several large employers including, Hendrick Automotive Group, Coca-Cola Bottling Company, Snyder’s Lance and several law firms

in Charlotte, NC. He works closely with Risk Management and Human Resource departments handling both internal investigations and employee training on theft protection and prevention of workplace violence.

Mark Vitner

Seeing in the Future: Overview of the U.S. Economic Front Mark Vitner is a managing director and senior economist at Wells Fargo,

responsible for tracking U.S. and regional economic trends. Based in Charlotte, North Carolina, he also writes for the company’s Monthly Economic Outlook report

and the Weekly Economic & Financial Commentary, and he provides regular updates on the housing markets, commercial real estate, regional economies, consumer spending, and issues impacting small business. Mark joined a Wells Fargo

predecessor institution in 1993. Mark’s commentary has been featured in the New York Times, The Wall Street Journal, Bloomberg, and many other publications.

Originally from Atlanta, Mark earned a B.B.A. in economics from the University of

Georgia and an M.B.A. from the University of North Florida. He has completed further graduate work in

economics at the University of Florida. He also completed the National Association for Business Economics (NABE) Advanced Training in Economics program at Carnegie Mellon University.

Our Speakers Carson Lyons

Ghosts of Aviation Future: Evolving Risks of Unmanned Aircraft / Drones Carson Lyons is currently a Vice President with AIG Aerospace Insurance Services, Inc. based in Atlanta, GA. Carson joined AIG in 1999 and has held various positions of increasing responsibility in general aviation underwriting and

management. Today, Carson serves as AIG’s Global Product Line Manager for General Aviation and now oversees the worldwide portfolio of this product line. In addition to this role, Carson is Chairman of the International Union of Aerospace Insurers’ (IUAI) General Aviation Study Group, and is involved with the newly

formed Unmanned Aircraft Systems Insurance Association (UASIA). Through his

industry engagement, Carson has become one of the leading underwriting experts of unmanned aircraft systems, making him a frequent speaker on this topic, and is the co-author of one of the first and leading UAS industry

specific hull and liability coverage forms available in North America, leading to him being named to Insurance

Business America’s Hot 100 list for 2016. Carson graduated with a degree in Aviation Business Administration from Embry-Riddle Aeronautical University in Daytona Beach, FL, where he also completed a minor in Air Traffic Control and obtained his Private Pilot Certificate.

Susan Briggs

Battle of the Poltergeists: Plaintiff and Defense Attorney Duel Susan H. Briggs is a shareholder of Dickie, McCamey & Chilcote, P.C., serves on the firms’ Executive Committee, and is the Shareholder-in-Charge of the

Charlotte Office. As a Board Certified Specialist in workers’ compensation law and a trial lawyer, she concentrates her practice in the areas of workers’

compensation litigation and appellate practice. Ms. Briggs also has significant experience in mediation negotiations and advises clients on business risk

management and strategy issues. She was appointed to serve on the McDonald’s Panel of National Coordinating Counsel. Further, Ms. Briggs regularly teaches

seminars regarding workers’ compensation law in North Carolina and claims investigation.

Our Speakers Vernon Sumwalt

Battle of the Poltergeists: Plaintiff and Defense Attorney Duel Vernon Sumwalt likes to try cases. He works at the Sumwalt Law Firm in

Charlotte, North Carolina, in cases involving personal injuries, occupational diseases, and wrongful deaths. Mr. Sumwalt is a board certified specialist in both

appellate practice and workers’ compensation law by the North Carolina State Bar, and he has served as the Chair of the Bar’s Workers’ Compensation Specialization Committee for the past three years. He has also served on the Executive

Committee of the North Carolina Advocates for Justice (NCAJ) since 2013, and the NCAJ’s Board of Governors since 2010. Since 2007, he has been on the Larson’s National Workers’ Compensation Advisory Board for LexisNexis®. He is

recognized by The Best Lawyers in America® since 2009, North Carolina Super Lawyers since 2010 after (2009 as

a “Rising Star” and from 2010-present), and in Top Attorneys in North Carolina by Charlotte Magazine (2011present). He received his law degree from the University of South Carolina in 1998.

Joan K. Woodward

Haunting the Halls of the White House – Impact of the 2016 Presidential Election Joan Woodward is Executive Vice President of Public Policy for Travelers and President of The Travelers Institute. She is a member of the company’s

Management Committee and Operating Committee, and serves on the Risk

Committee and the Travelers Foundation Board. Joan joined Travelers in 2008 from Goldman, Sachs & Co., where she was the founding Executive Director of

the company’s Global Markets Institute. During her nine years at Goldman Sachs, she also served as Vice President and Director of Washington Research for

Goldman Sachs’ Global Investment Research. Prior to joining Goldman Sachs,

Woodward worked on Capitol Hill for 12 years, serving as Deputy Chief of Staff for the U.S. Senate Committee on Finance, as well as Senior Economist for the U.S. Senate Committee on

Governmental Affairs and the U.S. House of Representatives Committee on the Budget. She is engaged with

numerous community and charitable groups and was a recipient of the 2009-2010 David Rockefeller

Fellowship. Joan holds bachelor’s degrees in economics and political science and a master’s degree in public administration from American University.

Phantom Sponsors

Phantom Sponsors

Zombie Sponsors

Zombie Sponsors

Apparition Sponsors

Apparition Sponsors

Apparition Sponsors

RIMS Southeastern Educational Conference 2017 September 20th – 22nd, 2017 Francis Marion Hotel Charleston, South Carolina

Sponsored by: Palmettos RIMS Chapter