Mar 9
Social Event

2018 - 69th Annual All Industry Day

03/09/18 8:15am to 2:00pm
524 Post Street
San Francisco,CA 94102

We are thrilled to host our 69th Annual All Industry Day again in 2018 at the beautiful Olympic Club.

Registration is now open!  https://www.eventbrite.com/o/cpcu-society-golden-gate-chapter-8165753937

Attendees will have the option of attending one of two concurrent, 1-hour P&C CE Credited sessions for the early morning and the late morning sessions followed by a luncheon program featuring a keynote by Fred Colon, Chief Diversity and Inclusion Officer at Travelers.  Many of this year's speakers are CPCUs themselves.

See below for the day's schedule.




Time   CE Credits
8:15am  Guest Arrival, Networking and Continental Breakfast  
9:00am - 10:00am  1A:  Multinational Insurance in a Digital World Approved 1 Hour CE Credit - CA
9:00am - 10:00am  1B:  Parametric Earthquake Insurance Approved 1 Hour CE Credit - CA
10:00am - 10:30am  Coffee Break & Networking  
10:30am - 11:30am  2A: Earth, Wind and Fire! - An Overview of Wildland Fire Issues Approved 1 Hour CE Credit - CA & TX
10:30am - 11:30am  2B:  "Let's Talk About Sex, Baby": Sexual Harassment in the Workplace Approved 1 Hour CE Credit - CA
11:30am - 12:15pm  Networking and Hosted Bar & Hors d'hoeuvre  
12:15pm - 12:45pm  Plated Lunch  
12:45pm - 1:45pm Lunch Speakers, Charity Raffle & CPCU Chapter Business  
     

KEYNOTE SPEAKER:
Fred Colon

Chief Diversity & Inclusion Officer - Travelers

   

"From Authentic To Accountable"

Even with the best of intentions, no one is an “Inclusive Leader” until someone else recognizes you as one. Join Fred Colon, Chief Diversity and Inclusion Officer and Head of Enterprise Organization Effectiveness at Travelers Insurance as he challenges us to look beyond what we are doing today in the diversity space and focus our energy and talent in maximizing our inclusion efforts.

Session 1A:  Michael Rodgers, CPCU

Mutinational Leader - Marsh

Multinational Insurance in a Digital World

The seismic shifts in the technology industry can sometimes come into conflict with long standing and slow changing insurance regulations in a multitude of countries around the world.  A new business model that might work well in the United States, may run afoul of established customs and laws elsewhere.  This course will cover how technology firms navigate the geographical nuances of international insurance regulations.

Session 1B: presented by SwissRE & Alliant Insurance

Parametric Earthquake Insurance

The peril of earthquake can be quite difficult for many Insureds to properly manage.  The combination of high severity and large concentrations of value in exposed areas can lead to significant financial loss in a large event.  Further, the physical attributes of an Insured's assets (construction, age, etc.) will significantly drive the cost of traditional insurance and the amount of insurance available.  For most buyers, traditional insurance addresses many of the concerns that this exposure presents, but it can fall short in managing all of the risks associated with an event and might not be the best solution for all Insureds.  Parametric insurance relies not on the nuanced attributes of the client's exposure (i.e. insured values, age of building, construction, etc.) but rather on the parameters of the event itself (e.g. measured shaking intensity at a pre-defined trigger location).  Given the flexibility that this product has, it can be used to supplement an existing traditional earthquake insurance program or provide coverage where a traditional program does not meet the unique needs of the client.  This course covers the basics of parametric earthquake insurance, explores available triggers for the product and outlines key benefits for Insureds. 

Session 2A:   Ulises Castellon, CPCU, RPA

Chief Operating Officer - Fire Cause Analysis

   

Earth, Wind and Fire! - An Overview of Wildland Fire Issues

This dynamic presentation will provide a comprehensive perspective with a view toward the future.  The discussion will explore the complex issues that surround this increasingly devastating peril.  In addition, the workshop provides insight into the investigation techniques and evaluation of responsibility issues that arise in the wake of firestorm destruction.  Visually compelling photographic and video images will be utilized to illustrate the teaching messages.

Session 2B: Laurie Sherwood, Esq. & Anne Gritzer, Esq. & CPCU

Walsworth  WFBM, LLP

   

Let's Talk About Sex, Baby: Sexual Harassment in the Workplace

From Hollywood to Congress to Workplace, USA, sexual harassment remains rampant in the workplace.  This interactive presentation will begin with an overview of California and federal law addressing sexual harassment claims, as well as some general guidance for addressing sexual harassment in the workplace.  Then, utilizing a case study, Laurie and Anne will walk you through the handling of a sexual harassment matter from the claim stage through litigation.  The discussion will include pre-litigation filing requirements, investigations, strategies, and tips for handling sexual harassment claims and lawsuits.

 

 

 

Fred Colon

Chief Diversity and Inclusion Officer
Travelers

Mr. Colon began thinking and behaving like a Chief D&I Officer long before his appointment at Travelers in 2016.  The values of fostering a culture of diversity & inclusion began early in his life. Raised by Puerto Rican parents, he was encouraged to never let his ethnicity prevent him from achieving his best. Fred is guiding Travelers to harness the power of its assets to embrace the competitive advantage gained by creating a more diverse and inclusive environment. Whether it is attracting, retaining and engaging talent or sparking new ideas and perspectives, he is helping Travelers enhance their cultural relevance as a global company.

 

Ulises Castellon, CPCU RPA

Chief Operating Officer
Fire Cause Analysis

Ulises Castellon has worked as a claims professional for over thirty five years.  In addition to his role at Fire Cause Analysis, he is the principal of a consulting business, Claims Analysis, servicing clients as an insurance consultant and expert witness.  He has managed numerous first and third party cases through litigation and has extensive deposition and trial testimony experience in a variety of jurisdictions.  In addition, Ulises regularly teaches course on issues randing from Arson and Fraud Investigation to Fair Claims Practices.  He is the co-author of Scientific Evidence and Expert Testimony, Chapter 6 - Origin and Cause of Fire.

Anne Gritzer, Esq. & CPCU

Senior Counsel
Walsworth WFBM, LLP

Anne Gritzer’s practice includes the defense of general liability claims, including toxic tort/environmental litigation. For over 20 years, she has successfully defended public entities, premises owners, manufacturers, and contractors in a variety of disputes, resolving many cases through dispositive motions and mediation. Anne has taken several cases to favorable verdict at trial and has a growing appellate practice. Anne was previously an insurance broker negotiating third party liability and excess coverage for a petrochemical corporation, financial institutions and local municipalities. She is presently affiliated with the GG CPCU Chapter & the Insurance Industry Charitable Foundation.

Cole Mayer, CPCU

Structurer - Vice President, Innovative Risk Solutions
Swiss Re Corporate Solutions

Cole is a Structurer for the Innovative Risk Solutions team at Swiss Re Corporate Solutions. In his role he works with Insureds to develop tailored products to address unique exposures. Prior to his current role, over the past nine years he has held various positions with Swiss Re in property underwriting and risk management in Kansas City, New York, Zurich and San Francisco. Most recently he led the Central and Western regions for the Swiss Re Property Excess and Surplus team, responsible for portfolio oversight, underwriting consistency and new business generation. Cole holds a Bachelor of Science degree in Business Administration from Rockhurst University.

Dennis Mulqueeney, MBA, CPCU

Senior Vice President
Alliant Insurance Services, Inc.

Dennis is a Senior Vice President with Alliant Insurance Services where he has a public entity brokerage focus. He began his insurance career in 1984 with Marsh and McLennan after graduating from the UC Santa Barbara. He later received his MBA from SFSU, and his CPCU designation from the Society. He has experience negotiating many complex placements across numerous coverage lines. Dennis also serves as the manager of a large California Joint Powers Insurance Authority. He sits on the property brokerage team at Alliant for the University of California where he was instrumental in bringing SwissRe's parametric earthquake insurance program to the University.

Michael Rodgers, MBA, CPCU, ARM

Multinational Client Services Leader - West Zone
Marsh

Michael Rodgers is Marsh’s Multinational Client Service (MCS) Leader in the West Zone. He manages a group of Multinational Advisors to deliver global risk advice and insurance program implementation to clients. This includes helping clients navigate regulatory and tax issues and aligning those requirements with global insurance programs. Michael manages a number of global client relationships to set annual strategic objectives to further enhance and improve service delivery and program structure. He has been with Marsh since 2004 and in San Francisco since 2016. He holds a BA in Government from Lehigh University and an MBA in International Business Specialization from NYU.

Laurie Sherwood Esq.

Partner
Walsworth WFBM, LLP

Laurie Sherwood focuses her practice on employment; travel, tourism/hospitality; life sciences & product liability. For over 25 years, Laurie has successfully represented corporations, employers, manufacturers, and distributors in complex federal and state litigation. She has tried cases to defense verdicts, arbitrated and mediated numerous cases, and engaged in effective law and motion practice. Her practice includes handling of EEOC and DFEH complaints and litigating discrimination, harassment, retaliation, wrongful termination and other employment claims. Her successes include defense verdicts, motions for summary judgement and negotiating favorable settlements.

The Olympic Club - City Clubhouse
524 Post Street
San Francisco, CA 94102
United States

The Olympic Club is located at 524 Post Street (between Taylor and Mason Streets)

Note:  "House rules" at the Olympic Club prohibit jeans and cell phone conversations (texts and emails are ok).

BART/MUNI - nearest stop is Powell Street Station:  0.4 miles / 10 minute walk

UBER/LYFT accessible

Convenient Parking Garages:

  • Union Square Garage: 333 Post Street
  • 569 Post Street (acrosss from the club)
  • Mason/O'Farrell Garage:  325 Mason Street