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2015 CONFERENCE & EMPOWERMENT SUMMIT

ELEVATING OURINDUSTRY • COMMUNITY • CULTURE

SEPTEMBER 23-25, 2015 | ATLANTA, GA

CNA is a registered trademark of CNA Financial Corporation. Copyright © 2015 CNA. All rights reserved.

CNA is proud to support the National African-American

Insurance Association (NAAIA) in their effort to provide

opportunities for networking, continuing education and

personal and professional growth.

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Welcome!

2015CONFERENCE &

EMPOWERMENT SUMMIT

ELEVATING OURINDUSTRY • COMMUNITY • CULTURE

INTRODUCTIONNAAIA Board of Directors Page 1NAAIA Message from Chair Page 7NAAIA Welcome from Executive Director Page 8Welcome from the Mayor of Atlanta Page 9Welcome from the Governor of Georgia Page 10Welcome from the Georgia Department of Insurance Page 11

PROGRAMKeynote Speakers Pages 12-13Conference Agenda Page 15Sessions Descriptions & Presenters Page 21

SPECIAL EVENTSCommunity Service Project Page 43Lifetime Achievement Award Page 44Scholarship Award Recipients Page 46

OUR SUPPORTERSThank you to Our Sponsors Page 48Thank You to Conference Committee Page 49

ABOUT NAAIAHistory of NAAIA – Vision & Mission 1Chapter Information Page 52

MISCELLANEOUSHotel Map Page 54List of Area Restaurants Page 55

Table of Contents

NAAIA NATIONAL EXECUTIVE DIRECTOR

NAAIA NATIONAL EXECUTIVE BOARD

Leslie L. Skinner-Leslie: Chair, NAAIA Vice-President of Marketing & Operations Haywood and Fleming Associates

Leslie L. Leslie is a key partner to the continuing growth and success of Haywood and Fleming Associates. In her twenty years with the firm she has been a prime catalyst in its evolving from a non standard personal lines agency (70/30) to a highly profitable commercial lines operation (90/10). Leslie is relentless in her attention to detail in making the “sale after sale”, once the account is initially acquired by the sales leader. She has developed considerable expertise and experience in serving the insurance and risk management needs of large and complex commercial accounts, particularly the public sector i.e. school systems, airports, waste water treatments plants and municipal properties. Leslie has been involved in numerous industry activities including IIABA, IIAI and NAAIA. She is a past board member of the Independent Insurance Agents of Indiana. She served as Membership Chair for the Young Agent Committee of Indiana (YAC). In 2002, Leslie became the first African-American Woman President of the Independent Agents of Northwest Indiana.

Margaret Redd: Executive Director, NAAIA VP & Chief Operating Officer Lambent Risk Management

A thought leader with vision and a dedicated focus on excellence, Margaret N. Redd specializes in helping organizations to achieve and/or exceed profit and growth objectives by optimizing distribution platforms, orga-nizational resources and best practices. She is an accomplished executive and proven leader with a diversified background in all lines of property & casualty insurance working with multiple distribution channels.

A graduate of Jackson State University, Margaret joined The St. Paul Companies in 1977. In 1989, she kicked off a 17 year career with CNA where she held key positions including Distribution VP, Regional & National AVP of Dis-tribution and Vice President, Chicago Branch. Margaret joined MetLife in 2008 as VP of Sales, Midwest Region. Currently, she serves as VP and COO for Lambent Risk Management, a full service, Insurance Brokerage located in Chicago, IL.

Margaret sits on the Quad County Urban League Board; she is a founding member and Immediate Past Pres-ident, NAAIA Chicago and NAAIA National Corporate Relations Chair. Married to Melvin, she has two sons, Christopher and Justin and a stepdaughter, Angela.

12015 CONFERENCE & EMPOWERMENT SUMMIT ELEVATING OUR INDUSTRY • COMMUNITY • CULTURE

Quincy L. Branch: Vice Chairman, NAAIAPresident and CEO Branch Benefits Consultants

Quincy is a second generation insurance professional who started his insurance career working for his father’s agency. He would later expand on the family owned business creating Branch Benefits Consultants.

A man with a heart for service, he is active as a deacon at his church and volunteers at various charities. He has served in voluntary leadership positions on the Urban Chamber of Commerce, National Association of African American Insurance Agents and The Quiet Storm Foundation Board of Directors. In 2011 he was appointed to sit on the IIABA’s National Young Agents Committee and served as Chairman He is recognized as one of Las Vegas’s 40 under 40, featured as one of Employee Benefits Advisors 10 Rising Stars, along with being honored as one of Insurance Business Americas Hot 100 for 2015. With all of his accolades in business and the community Quincy continues to value family time with his wife of 14 years-Tamika and two children-Quamir and Sanai.


Cherie Coffey: Treasurer, NAAIA Vice President Prudential Insurance Company

As vice president within the Corporate Actuarial Department’s Actuarial Model Governance Team, Cherie is responsible for the overall process management and governance of Actuarial model governance, and the leadership of the Actuarial documentation teams. Prior to her current role, Cherie was vice president of a shared services organization in Corporate Finance, at CNA Insurance, where she was leading a transformation team responsible for strategy and execution of process related initiatives.

Cherie has also served in a number of accounting and reporting positions, has significant leadership experience with accounting systems and ERP implementations, and organizational change initiatives.

Throughout her career, she has been recognized for her leadership, process improvements leading to significant financial savings, and her leadership and development skills.

She has earned a Masters degree from Northwestern University in Communications, a MBA, and a bachelor’s degree in Accountancy from the University of Illinois at Urbana-Champaign. She also completed the Advanced Executive Leadership Program at Northwestern University’s Kellogg Graduate School of Management

Henry Pippins: Secretary, NAAIA President Service First Insurance Group LLC

Henry Pippins currently is President of Service First Insurance Group LLC, a MGA owned by Cypress Insurance Group, Jacksonville, Florida. He also serves, with his wife Crystal, as Pastor of Circle City Ministry, an inner city rescue ministry & church, Indianapolis, IN.

He’s a 35 year Insurance Industry veteran, serving as president of Great Lakes Casualty & GDM Insurance Companies, subsidiaries of MSA Group where he also served as Commercial Insurance VP from 2005-2013. He previously served as SVP; CNA Financial, Regional VP and various other positions at the Hartford Insurance Group spanning a 22 year career. He’s served as board member of the Indiana Insurance Institute, NAAIA, Ball State University MSB Advisory, Indianapolis Salvation Army, National Eagle Leadership Institute and was winner of the 2005 Career Focus Eagle Award.

Henry holds several degrees: PhD in Theology; Tabernacle Christian University, BA; Brown University, MBA; Bab-son College, Business Management Certificates; Loyola University.



Jerald L. Tillman, LUTCF: Founder, NAAIA Owner JL Tillman Insurance Agency

The JL Tillman Insurance Agency, an independent insurance agency that represents many of the top insurers, en-tered the insurance business in 1974 right out of college. With 40 years of experience in the insurance business, Jerald has been an industry leader both locally and nationally. Jerald’s specialty is commercial insurance.

He is also the Founder of the National African American Insurance Association. The Association is dedicated to diversification in the insurance industry by encouraging African Americans to build successful careers in the in-dustry. Currently there are chapters in Cincinnati, Columbus, Cleveland, Detroit, Chicago, New York, Washington DC, Dallas, Atlanta, St. Louis, Philadelphia, Indianapolis, and San Francisco.

Jerald is also Publisher/CEO for SuccessGuide, the Networking Guide to African American Resources in Cincin-nati/Dayton and SuccessGuide Indianapolis. It’s unique combination of editorial features and directory listings make it a “must have” for all professionals in Southwest Ohio and Northern Kentucky and Indianapolis. He has recently published SuccessGuide Indianapolis 2012-2013 and is currently planning to expand to Louisville, Ken-tucky and Columbus, Ohio.

Jerald received a Bachelor of Arts in Business Administration from Miami University, Oxford, Ohio.

He has received numerous awards for his accomplishments and achievements, but gives all Glory to God who has bestowed many Blessings in his life.

NAAIA NATIONAL BOARD OF DIRECTORS

Ronald Allen: Agency Development Co-Chair, NAAIA Founder/President A. Allen Insurance Agency Ltd.

Ron Allen, founder of the A. Allen Insurance Agency Ltd. in Chicago, IL maintained an agency affiliation with the Allstate Insurance Companies for 42 years before his retirement in 2009. Allen formerly was the co-host of “The Financial Forum” radio show broadcast on WVON 1690-AM in Chicago. Allen has served on the NAAIA Board of Directors for nine years and was the NAAIA 2009-2010 Chairman. Allen was awarded the 2009 "50 Men of Excellence Award" by the Chicago Defender Newspaper. In 2011, he received the NAAIA Lifetime Achievement Award.

On the 2014 Illinois ballot, Allen won election as a Naperville Township Precinct Committeeman and serves as an Election Judge Coordinator. Allen is a Fellow with the Claims and Litigation Management Alliance, and currently serves on the Board of Directors for the Quad County African-American Chamber of Commerce. In addition, he is the author of “The Evolution of Bid Whist-150 years in the Growth of an African American Tradition.”


NAAIA BOARD OF DIRECTORS

Machelle Allums, CPCU, CIC, ARM, CRM, MBA: Chapter Development Co-Chair, NAAIA Commercial Underwriter Seneca Insurance Company

Machelle Allums has been a respected name in the commercial insurance community for over 25 years. She be-gan her career as a Summer Intern with Aetna during her junior year in college and began work with them upon her graduation. Her positions included a Casualty Underwriter, Team Manager, Large Accounts Manager, and National Accounts Underwriter. She is currently a Commercial Underwriter for the Seneca Insurance Company, Inc., A member of the Crum & Forster Enterprise. She is currently located in Dallas, Texas.

Machelle obtained her BA degree from Dillard University in New Orleans, Louisiana and an MBA degree from Amber University in Garland, Texas. She also earned the CPCU, CRM, CIC, and ARM professional designations.

She is a founding member of the NAAIA DFW chapter where she served as Membership Director and participat-ed in planning the National Convention held in Dallas in 2010.

Charles Briggs, JD: Nominations & Elections Chair, NAAIA Senior Vice President Marsh Risk Consulting

Charles Briggs is a Senior Vice President and Senior Consultant at Marsh USA, Claims Practice. His clients are in various fields such as construction, public entity, higher education, government, manufacturing and healthcare. He provides technical support for those accounts in coverage and lawsuit analysis. He is involved in a variety of Risk Consulting initiatives, such as claims audits, operational analyses and TPA marketing evaluations. He has 20 years of broker consulting experience. Charles is the past President of the Michigan chapter of the National African American Insurance Association (NAAIA), and is currently on the national board serving as the chair of chapter development committee. Charles serves as a board member and is the current Treasurer for the Detroit Hispanic Development Corporation DHDC, a nonprofit organization, which provides bilingual information and direct services to individuals through programs centered in the community. Charles graduated from Moravian College in Pennsylvania and received his Law Degree from Howard University School of Law, Washington, DC. He is a Licensed Michigan Property and Casualty Insurance Producer.

Monique Gaskins: Membership Chair, NAAIA Disability & Long Term Care Insurance Specialist

Monique Gaskins joined the financial services industry in 2003. Throughout her career she has worked for three major insurance companies. In 2011 Monique started her own practice where she focuses on protecting her clients' ability to earn an income. She currently holds a Life & Health and Property & Casualty license. Since going independent, Monique has focused her practice on working with families in the disability and long term care in-surance markets. This is a very personal area of interest, as Monique's mother lost her lengthy battle with breast cancer in 2012 at the age of 55. Few can be emotionally prepared for such an ordeal, but Monique's goal is that her clients are financially prepared. Monique currently serves as Membership Chair on the National Board of NAA-IA. She is a founding board member and Immediate Past President of the NCCM Chapter of NAAIA, President of the Northern Virginia Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and a board member of the Northern Virginia Chapter of the National Association of Health Underwriters (NVAHU).


NAAIA BOARD OF DIRECTORS

Aimee D. Griffin, JD, LLM: Corporate Counsel, NAAIAThe Griffin Firm, PLLC

Attorney Aimee Griffin has committed her life to creating opportunities for equity and enhancement for all people. In that stead, she has fought for economic, social and educational justice for those who have been denied. Aimee works with individuals to create wealth and maintain it through generations through business and estate planning. Aimee is a business and entrepreneurship development professional. She has worked with individuals to help them become entrepreneurs. In addition to serving as Counsel to the National African American Insurance Asso-ciation, she serves as Corporate Counsel to the US Black Chambers, Chair of the National Bar Association Real Estate and Probate Section in addition to other local and national community organizations.

Clarissa A. Preston, CIC, MBA: Program Chair and InVest Champion, NAAIA Agent Relations Executive National Council on Compensation Insurance (NCCI)

Clarissa A. Preston is the Agent Relations Executive for NCCI. She is responsible for implementing regulatory strategies to build and maintain relationships with the agent/broker community. She works to create industry-wide educational resources and coordinates compliance activities for state and national agencies in support of regulatory and legislative processes.

Prior to joining NCCI, Clarissa was a governmental relations advisor for Adams and Reese, LLP in Baton Rouge, Louisiana. She has also served in leading roles with the Louisiana Department of Insurance—alternately filling the role of Deputy Com-missioner of Insurance for the Office of Consumer Advocacy as well as the Office of Property and Casualty. Preston has also worked as an insurance company multi-lined producer. She holds both regulatory and industry-recognized insurance designations, is an American Bar Association-approved certified paralegal and a commissioned civil law notary public.

In the community, Clarissa is very active with Kiwanis International and the Louisiana Attorney Disciplinary Board Hearing Committee. She also holds membership and leadership positions in a host of community service and professional organi-zations.

Clarissa is a New Orleans native and a graduate of Louisiana State University, where she earned her Bachelor of Arts degree in Sociology in 1994. In August 2012, she earned her Master of Business Administration degree from the University of Phoenix, Baton Rouge Campus.

George Woods: Chapter Development Co-Chair, NAAIASenior Vice President of Global Strategic Advisory Guy Carpenter & Company

George Woods is a Senior Vice President of Global Strategic Advisory for Guy Carpenter & Company, a division of Marsh & McLennan, and the world’s leading reinsurance intermediary and capital advisory firm with over 50 offices worldwide. In his role, Woods develops and oversees Guy Carpenter’s strategic partnerships. Through these partnerships Guy Car-penter delivers innovative, customized growth and process improvement solutions to its insurance clients.

Prior to joining Guy Carpenter, Woods served as Vice President, Business Development for Inpoint, the consulting firm and subsidiary of Aon Benfield. Previous to Inpoint, Woods, a 20- year insurance industry veteran, spent most of his career at Hartford Steam Boiler Inspection and Insurance Company (HSB), an AIG Company. At HSB, he held a variety of leadership positions including: Assistant Vice President of Treaty Reinsurance, Director of Reinsurance Business Development for Latin America; and Branch Manager. He also completed HSB’s Executive Development Program, administered by Harvard Business School.

Woods, who holds a Bachelor of Arts degree from Lafayette College, is currently a Board Member of the National African American Insurance Association (NAAIA) and the Co-Lead for Guy Carpenter’s Racial & Ethnic Diversity (RED) Employee Resource Group.


Greetings and welcome to the 17th Annual National African American Insurance Association Conference & Empowerment Summit!

As NAAIA National Chair, I am so excited to be hosted by the southern charm and world-class sophistication of Atlanta, a city that was emerged as a leader during key moments in our history and struggle for Civil Rights.

I hope that all attendees — NAAIA members, supporters, partners and sponsors — will take advantage of every opportunity to optimize your presence here. In taking part in this event specifically designed to help each of us “Elevate our Industry, our Community and our Culture,” I guarantee, you will not be disappointed.

There are priceless opportunities to gain and share valuable knowledge, expand your network and inspire others. So, whether you're a recent hire into our business, an emerging leaders, a seasoned professional or “baby boomer,” there is something of value here for you.

Insurance/Risk Management offers viable, rewarding and, yes, exciting career options. Unfortunately, there are far too many talented students and experienced professionals who are unaware of this fact. NAAIA is committed to our vision of expanding the number of African Americans and other ethnicities with insurance career options. We are just as committed to helping talented, industry professionals to enhance their ability to achieve career goals. During this conference, you will experience firsthand some of the solutions and key initiatives which may become career and/or industry game changers.

On behalf of the NAAIA National Board, our Chapter Leaders and members, again, I thank you for your presence and your support.

Leslie L. Leslie 2015 Chair

MESSAGE FROM NAAIA CHAIR

Leslie L. Leslie


Welcome to NAAIA’s 17th Annual Conference & Empowerment Summit!

As National Executive Director, I am inspired by NAAIA’s mission, and honored and humbled to be selected to lead and help position the organization for ongoing success. The task — while daunting at times — is made easier because I have the opportunity to work with some of the brightest minds in the business; and, for that, I am grateful. Those minds combined with superior talent and astonishing energy have come together to present you with what promises to be one of the most powerful events you've attended this year!

Atlanta is the perfect location for our event, as she is a city whose rich history is embedded in the fabric of our journey. From the civil war to civil rights to modern day activism, this city shines bright as a true example of the richness of possibilities when transition and transformation are embraced and channeled to empower, impact and promote growth and success. We are delighted to be

hosted in this great city by NAAIA Affiliate, AAIP — as together, we deliver a program that personifies the theme, “Elevating our Culture, Industry and Community.”

Over the next few days, whether you are an entry-level or seasoned insurance professional or a provider of industry services and support, you will undoubtedly find value in being here. Industry "giants” and subject matter experts will provide you with information, tools and inspiration to propel you into action as you continue your professional journey.

Since making the decision to become part of the NAAIA mission and movement 15 years ago, I have never lacked for inspiration or support. Like you, I am proud to be involved with an organization that is committed to the development of African-American talent in this industry which is mission critical as the impending talent gap is one of the greatest risks faced by our industry.

So, NAAIA members, partners and friends: NOW IS THE TIME. Let’s do our part to make NAAIA great, to make our industry more successful and to make a significantly positive impact on our communities.

Margaret Redd NAAIA Executive Director

WELCOME FROM NAAIA EXECUTIVE DIRECTOR

Margaret Redd


CITY OF ATLANTA

55 TRINITY AVE, S.W.

ATLANTA, GEORGIA 30335-0300

TEL (404) 330-6100 Kasim Reed

MAYOR

September 25, 2014 Greetings: As Mayor of the City of Atlanta, it is my pleasure to welcome the National African-American Insurance Association (NAAIA) and the attendees of the 2015 Conference & Empowerment Summit. Since its inception, NAAIA has been a constant and invaluable resource for African-American insurance professionals across the nation. I applaud your organization for providing African-American insurance professionals with the necessary resources to cultivate meaningful business relationships and level the playing field through networking and education. Your work encourages, emboldens and empowers African-American insurance professionals to succeed. While in our city, we encourage first-time visitors to explore the many attractions our city has to offer including: the College Football Hall of Fame, the Dr. Martin L. King Jr. Center, the Georgia Aquarium, the World of Coca-Cola, CNN Center, Centennial Olympic Park, Woodruff Arts Center, Atlanta Botanical Garden, Children’s Museum of Atlanta, the Center for Civil and Human Rights, and many more. We invite you to share in our Southern hospitality, sample cuisine at our many fine restaurants, and enjoy the rich and diverse heritage of our city. On behalf of the people of Atlanta, I extend best wishes to you for a memorable and remarkable occasion. Sincerely, Mayor Kasim Reed


To: The National African-American Insurance Professionals

GREETINGS:

I am pleased to extend my warmest regards to the National African-American InsuranceProfessionals as you gather for your annual conference. On behalf of the State of Georgia, it is a pleasure to host your event in our capital city.

Please allow me to welcome your distinguished guests and attendees as they come togetherto share their wealth of knowledge and experience. I applaud the National African-AmericanInsurance Professionals for your work in creating a network among individuals in the insurance profession. Your efforts allow for the continued advancement of our nation's insurance industry, and I am grateful to you for your contributions.

I commend the National African-American Insurance Professionals for organizing this event and send my best wishes for a successful and enjoyable conference.

Sincerely,

Nathan Deal

ND:bt

Nathan DealGOVERNOR

STATE OF GEORGIAOFFICE OF THE GOVERNOR

ATLANTA 30334-0900

September 23, 2015


RALPH T. HUDGENSCOMMISSIONER OF INSURANCE

SAFETY FIRE COMMISSIONERINDUSTRIAL LOAN COMMISSIONER

COMPTROLLER GENERAL

On behalf of the Georgia Department of Insurance, I would like to welcome you to Atlanta for the 2015 National African American Insurance Association (NAAIA) Conference. I fully support the mission of the NAAIA and hope you have a rewarding conference in Atlanta.

My primary goal as Georgia's Insurance Commissioner has been to protect Georgia consumers. The NAAIA furthers that goal by making sure that insurance professionals are knowledgeable and wellequipped to assist consumers with their insurance needs. Additionally, I believe that Georgia consumers benefit when professionals from different companies and parts of the country come together; discuss current trends; and share best practices.

If you have time away from the conference, I encourage you to visit some of Atlanta's many important cultural and historic landmarks.

Also if you have any questions or need any assistance from the Department, please do not hesitate to contact us at (800) 656-2298.

Sincerely,

Ralph T. Hudgens Commissioner of Insurance State of Georgia

SEVENTH FLOOR, WEST TOWERFLOYD BUILDING

2 MARTIN LUTHER KING, JR. DRIVEATLANTA, GEORGIA 303314

(404) 658-2056www.oci.ga.gov

THE OFFICE OF INSURANCE AND SAFETY FIRE COMMISSIONER DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN,SEX, RELIGION, AGE, OR DISABILITY IN EMPLOYMENT OR THE PROVISION OF PROGRAMS OR SERVICES

OFFICE OFINSURANCE AND SAFETY FIRE COMMISSIONER

Rosanna Durruthy joined Cigna in 2010 as Chief Diversity Officer, and leads the company’s diversity and inclusion center of excellence practice, supporting Cigna’s mission to help customers improve their health, well-being and sense of security. Operating with a customer centric context, Rosanna frames diversity to drive talent engagement, business growth, customer satisfaction and cross-cultural capabilities for Cigna’s employees worldwide.

Prior to joining Cigna, Rosanna led an organizational consulting practice to identify and empower emerging leaders, focusing on executive coaching and personal network analysis for women and people of color. Rosanna has held human resources leadership roles in diversity recruiting, staffing, leadership development and human resources technology.

Rosanna attended Harvard College and has been recognized by Savoy Magazine as one of the 2012 Top Influential Women in Corporate America. In 2002, she was named one of the country’s leading Hispanic women by both Hispanic and Hispanic Business magazines.

Since Rosanna joined the Cigna team, the company has been recognized as one of the “Best Places to Work for LGBT Equality” by the Human Rights Campaign (HRC) Foundation, scoring 100% on HRC’s 2013 Corporate Equality Index (CEI). Additionally, in 2013 Cigna was named to the LATINO 100 by LATINO Magazine, as one of the top companies providing the most opportunities for Latinos.

She presently serves on the national board of directors of the National Society of Hispanic MBAs and is a member of Diversity Best Practices’ Thought Leadership Editorial Board.

THURSDAY, SEPTEMBER 24Keynote Speaker | 9:00am | Marquis A

Chief Diversity OfficerCigna

Keynote SpeakerROSANNA DURRUTHY


Richard “Gordy” Bunch is a decorated veteran, Entrepreneur of the Year for the Gulf

Coast; and founder, president, and CEO of The Woodlands Financial Group. Gordy

launched “TWFG” in The Woodlands with $10,000 capital in 2001. Today, it has

grown to rank as number 8 of the 38,000 largest insurance agencies in the nation,

and is the number one Personal Lines leader in Texas. He has twice been elected

to The Woodlands Board of Directors at large, where he also serves as the board’s

Treasurer. Mr. Bunch and his wife, Michelle, and their three young boys have been

residents of The Woodlands since 1995, and dedicate their time and resources to

support numerous charitable and fundraising events in the region.

President & CEOThe Woodlands Financial Group

FRIDAY, SEPTEMBER 25Keynote Speaker | 9:00am | Marquis A

Keynote SpeakerGORDY BUNCH


NATIONAL AFRICAN AMERICAN INSURANCE ASSOCIATIONCONFERENCE AGENDA

WEDNESDAY, SEPTEMBER 23

Antitrust Policy StatementIt is the policy of the National African-American Insurance Association that all of its activities shall be conducted in compliance with all federal and state antitrust laws. All of the business, meetings, and other affairs shall be conducted in strict compliance with the applicable antitrust laws and trade regulations.

NAAIA shall not participate in, permit, condone or promote any actions taken by its members on behalf of NAAIA, employees or representatives, that restrict trade, increase or fix prices, prevent competition or in any way adversely affect the ability of any company, firm or individual to participate in the NAAIA or to compete in the industry.

It is not the intention of NAAIA to provide a forum for standardizing products or rates, current or future pricing, charges, credit terms, or for dividing markets, fixing profit levels for selecting or excluding competitors or suppliers.

Officers, staff, directors and members of NAAIA are directed to adhere to this policy when engaging in any NAAIA activity. Any violation of the NAAIA Antitrust Policy Statement is contrary to NAAIA’s policy and is cause for expulsion, suspension, termination or similar action. By membership in NAAIA, or by attendance at any of its meetings or conferences, each member agrees to follow the letter and spirit of all applicable antitrust laws and regulations.

❧ Opening Sessions

Marquis Registration Booth

Meet in Lobby for Off Site Transportation

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Sun Dial Restaurant The Westin Peachtree Plaza

210 Peachtree Street NE

8:00am-5:00pm Registration

8:30am-12:30pm Community Service Project – City of Refuge

2:00pm-3:30pm NAAIA Membership General Session (Members Only)

3:35pm-5:00pm Agency Development & Perpetuation Financial Solutions Made Available by Financing Expert – InsurBanc David W. Tralka, President & CEO

5:00pm-6:30pm Diversity Reception


Social Media Part I - BeginnerChristopher Paradiso, Owner, Paradiso Financial & Insurance Services LLC

They Drive Me Crazy! Bridging Today's Unique Generational DivideCara Silletto, MBA, President, Crescendo Strategies

The Evolving Cyber WarfareMathew Scott, Principal Consultant, Digital Forensics Group, PT&C|LWG Forensic Consulting Services

Agent SpotlightThomas Crosby, Sr., LUTCF, CPIA, President, The Insurance Exchange, LTDQuincy L. Branch, President and CEO, Branch Benefits Consultants

NetServing… Beyond Networking Jose A. De La Cruz, SPHR, SHRM-SCP, HR Director, USO – Eastern Region, Travelers

Playing by the Unwritten RulesDr. Indigo Triplett, CEO, Careers In Transition, Inc.

Bloom Where You are PlantedDr. Audra Davis, PsyD, Organizational Psychologist

INDUSTRY LEADERS PANEL: INDUSTRY INSIGHT

Commercial P&C: Rocco Orlando, SVP, Sales & Distribution for Worldwide Operations, CNA Healthcare: Reginald White, National Vice President, CignaLife & Financial Services: Vernon Carlson, VP & Divisional Sales Manager, MetLifePersonal Lines: Oyauma Garrison, MBA, CPCU, AIC, Field Vice President, Allstate

Marquis A & Foyer

Keynote Speaker: Rosanna Durruthy, Chief Diversity Officer, Cigna

Moderated by: Janet Jordan-Foster, Executive Vice President, E&S Casualty, Axis Capital

P


THURSDAY, SEPTEMBER 24❧ 9:00am-11:15am Plenary Session: Keynote Speaker and a Panel of Industry Leaders

❧ 1:30pm-2:20pm (4) Concurrent Workshop Sessions


❧ 11:30am-1:30pm Trade Show & Lunch with Exhibitors

Marquis A

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Social Media Part II - AdvancedChristopher Paradiso, Owner, Paradiso Financial & Insurance Services LLC

The Evolving Cyber WarfareMathew Scott, Principal Consultant, Digital Forensics Group, PT&C|LWG Forensic Consulting Services

Partner SpotlightPresented by: Chubb

Building the Leadership Pipeline: Advice for Boomers, Gen-Xers and MillennialsAva Youngblood, Chief Executive Officer, Youngblood Executive Search/Services


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Skyline Room (located on the 10th Floor)

Sponsored by Amerisure & Guy Carpenter & Co. LLC

❧ 4:30pm-5:30pm Networking Reception

❧ 6:30pm-8:30pm Networking Reception Hosted by NAAIA’s Emerging Leaders

SCALES 925 | 30 Ivan Allen Junior Blvd. (walking distance from hotel)

THURSDAY, SEPTEMBER 24



FRIDAY, SEPTEMBER 25❧ 8:00am-10:00am Career Fair Registration

❧ 11:10-4:30pm Career Fair & Student Development Activities

❧ 12:00pm-1:20pm Lunch

Social Media Part I - BeginnerChristopher Paradiso, Owner, Paradiso Financial & Insurance Services LLC

The Next Generation Agency 2.0Ken Branch, Chairman and CEO, New Horizons Consulting Services (NHCS)

Backpack to Briefcase Workshop – Part IJanice Castle, Senior Consultant, University Relations, Travelers

Playing by the Unwritten RulesDr. Indigo Triplett, CEO, Careers In Transition, Inc.

❧ 11:10am-12:00pm (4) Concurrent Workshop Sessions

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Myrna Garcia, Director, Strategic Account Mgmt & Business Development, INROADS, Inc.Zenith Houston, Director, Posse Atlanta, The Posse FoundationDiane Mattis, CPCU, AIAM, AFIS, Executive Director InVEST, Associate V.P. Professional Dev. & Online Resources, IIABAJoelle Murchison, VP Diversity & Inclusion, Travelers

Keynote Speaker: Gordy Bunch, President & CEO, The Woodlands Financial Group

Panel Presentation: Talent Sourcing, Development & Retention – An Industry ImperativeModerated by: Trevor Grandy, Senior Vice-President and Chief Diversity Officer, Chubb

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❧ 9:00am-11:00am Plenary Session: Keynote Speaker and Panel Presentation Marquis A

Marquis Foyer

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FRIDAY, SEPTEMBER 25

Backpack to Briefcase Workshop – Part IIJanice Castle, Senior Consultant, University Relations, Travelers

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They Drive Me Crazy! Bridging Today's Unique Generational DivideCara Silletto, MBA, President, Crescendo Strategies

Agent SpotlightLee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, ChHC®, AIF®, President, Comprehensive Benefit Services, Inc.

Bloom Where You are PlantedDr. Audra Davis, PsyD, Organizational Psychologist


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❧ 2:30pm-4:00pm Student Interviews

❧ 3:30pm-5:00pm Trade Show

❧ 6:30pm-9:00pm Partner Recognition & Scholarship Award Dinner (Silent Auction)

❧ 9:00pm-12:00am DJ & Dancing

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Marquis Foyer

Imperial Salon A

Imperial Salon A

Social Media Part II - AdvancedChristopher Paradiso, Owner, Paradiso Financial & Insurance Services LLC

NetServing… Beyond Networking Jose A. De La Cruz, SPHR, SHRM-SCP, HR Director, USO – Eastern Region, Travelers

Building the Leadership Pipeline: Advice for Boomers, Gen-Xers and MillennialsAva Youngblood, Chief Executive Officer, Youngblood Executive Search/Services


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❧ 3:35pm-5:00pm ➤ M304

Agency Development & Perpetuation

This presentation will focus on the current state of the M&A market and the key components of financially planning and preparing for perpetuation. Agency owners and principals will learn strategies to increase agency value and ways to access capital for growth.

SPEAKER David W. Tralka, President and Chief Executive Officer, InsurBanc, a division of Connecticut Community Bank, N.A.®

David W. Tralka has more than 25 years of experience in banking and financial services. As President and Chief Executive Officer, Mr. Tralka is responsible for keeping the bank focused on being an innovative provider of financial products and services for the independent agency community.

Mr. Tralka brings a wealth of experience and leadership to the helm of InsurBanc. As a seasoned banker, his career is distinguished by an extensive tenure at Merrill Lynch where he served in a number of senior management posi-tions including President of Merrill Lynch Bank and Trust in Princeton, NJ, and Chairman of Merrill Lynch Community Development Company.

Mr. Tralka holds an MBA from Northwestern University and a BA in economics from Cornell University.

NATIONAL AFRICAN AMERICAN INSURANCE ASSOCIATIONSESSION DESCRIPTIONS & PRESENTERS

WEDNESDAY, SEPTEMBER 23

❧ 5:00pm-6:30pm ➤ Sun Dial Restaurant, The Westin Peachtree Plaza, 210 Peachtree Street

Diversity Reception

❧ 2:00pm-3:30pm ➤ M301

NAAIA Membership General Session (Members Only)


❧ 9:00am-11:15am ➤ Marquis A

Plenary Session: Featuring Keynote Speaker, Rosanna Durruthy

SPEAKER Rosanna Durruthy, Chief Diversity Officer, Cigna

Rosanna Durruthy joined Cigna in 2010 as Chief Diversity Officer, and leads the company’s diversity and inclusion cen-ter of excellence practice, supporting Cigna’s mission to help customers improve their health, well-being and sense of security. Operating with a customer centric context, Rosanna frames diversity to drive talent engagement, business growth, customer satisfaction and cross-cultural capabilities for Cigna’s employees worldwide.

Prior to joining Cigna, Rosanna led an organizational consulting practice to identify and empower emerging leaders, focusing on executive coaching and personal network analysis for women and people of color. Rosanna has held human resources leadership roles in diversity recruiting, staffing, leadership development and human resources tech-nology.

Rosanna attended Harvard College and has been recognized by Savoy Magazine as one of the 2012 Top Influential Women in Corporate America. In 2002, she was named one of the country’s leading Hispanic women by both Hispan-ic and Hispanic Business magazines.

Since Rosanna joined the Cigna team, the company has been recognized as one of the “Best Places to Work for LGBT Equality” by the Human Rights Campaign (HRC) Foundation, scoring 100% on HRC’s 2013 Corporate Equality Index (CEI). Additionally, in 2013 Cigna was named to the LATINO 100 by LATINO Magazine, as one of the top com-panies providing the most opportunities for Latinos.

She presently serves on the national board of directors of the National Society of Hispanic MBAs and is a member of Diversity Best Practices’ Thought Leadership Editorial Board.


THURSDAY, SEPTEMBER 24 — KEYNOTE

INDUSTRY LEADERS PANEL: INDUSTRY INSIGHTThe NAAIA Insurance Leadership Forum is a premier conference event for all insurance industry professionals. The Leadership Forum serves as the platform for thought leaders from major business segments, i.e., Commercial P&C, Financial Services, Healthcare and Personal Lines to discuss key business challenges, opportunities and strategic insights. These business experts will highlight and discuss some of the more those pressing matters facing the insurance industry today and going forward.

Moderator

MODERATOR Janet Jordan-Foster, Executive Vice President, E&S Casualty, Axis Capital

Janet Jordan-Foster is the Executive Vice President responsible for managing AXIS’ Primary Casualty. Based in New York, Janet has national responsibility for Axis’ Primary casualty unit. Prior to joining AXIS in January of 2007, Ms. Jor-dan-Foster was Executive Vice President of the Healthcare and Railroad units within Zurich North America’s Special-ties Business Division. Prior to that, she managed Zurich’s Special Casualty unit for 11 years, focusing on primary sur-plus lines casualty business. With over 25 years of casualty underwriting experience, she also formerly held casualty management and underwriting positions at The Home Insurance Company, PFI Inc. and American International Group.



Healthcare

PANELIST Reggie White, General Manager & National Vice President, Cigna Government & Education

Reggie White joined Cigna in March 2004 as a Senior Account Executive. He has over 25 years of experience in the health care industry where he most recently spent his prior 11 years with Aetna in multiple sales and sales manage-ment roles.

He currently serves as the General Manager & National Vice President for Cigna's Government and Education Seg-ment. He has national responsibility for leading the segment’s business development and client retention efforts. He is involved as a strategic resource partnering with Cigna's local market account teams to ensure that Cigna's procure-ment efforts, relationship management, and ongoing service delivery are specific to the needs of each government client.

Prior to this role, he served as Regional Vice President of Sales for Government and Education Accounts and was responsible for developing new and maintaining established account relationships with Cigna customers and business prospects in the Southeast United States.

He graduated from The College of William and Mary with a Bachelor’s in Finance. He is based in Atlanta, Georgia.

Life & Financial Services

PANELIST Vernon Carlson, VP & Divisional Sales Manager, MetLife

As a VP Divisional Sales Manager for MetLife Investors, Vern Carlson oversees national internal sales support for life and disability insurance products for both the MetLife Premier Client Group as well as Third Party Distribution relation-ships. Vern is also responsible for the Advanced Sales Center that supports national sales for Third Party Distribution.

Vern joined MetLife in January 2002 as an internal wholesaler on the Life Insurance Sales Desk. In September 2002, Vern was promoted to Sales Desk Manager and spent the next five years in various leadership roles within the Life & Annuity Sales organizations. Vern has served as a Regional Sales Vice President and Team Leader in Southern California, calling on independent life brokerage agencies for almost six years. He was a MetLife ‘Chairman’s Council’ qualifier and was also selected by one of his distribution partners, CPS Insurance, as the ‘Wholesaler of the Year’ in 2010. In 2012, Vern was promoted to Divisional Sales Manager.

Vern graduated from California State University, Fullerton in 1997 with a degree in Business Finance.

INDUSTRY LEADERS PANEL: INDUSTRY INSIGHT (C0NT)

Commercial P&C

PANELIST Rocco Orlando, SVP, Sales & Distribution for Worldwide Operations, CNA Financial

Rocco Orlando is the Senior Vice President of Sales and Distribution. In this role, Rocco provides leadership to the United States, Canada and Europe, focusing efforts on executing strategies that drive field sales performance and distribution strategies to improve the company’s market position with its producers. Rocco joined CNA in November 2012 as vice president of the Birmingham (AL) Branch.

Rocco has more than 25 years of experience in the insurance industry, including seven years as a regional vice presi-dent and two years as a branch manager with The Hartford. Rocco holds a bachelor of science in business adminis-tration for finance and real estate from the University of Denver.


Personal Lines

PANELIST Oyauma M. Garrison, MBA, CPCU, AIC, Field Vice President, Midwest Region, Allstate Insurance Company

Oyauma Garrison is vice president of the Allstate Insurance Company Midwest Region responsible for achieving P&L results engaging all departments and distribution channels. Oyauma has over 19 years of proven experience in the insurance and financial services industry across all major functions and disciplines. He provides a holistic viewpoint with a proven track record of success.

He has been recognized on numerous occasions for his leadership and community service. The United Way 2015 Emerging Leader, a featured professional in the Top 20 People to Watch by Color me Excellent. Honored with the United States of America 2014 Presidential Gold Standard Award. A Business First 40 under 40, MBA of the Year – NBMBAA, and two time honoree by the Ohio Legislative Assembly for leadership.

Oyauma is Past Board Chairman of St. Vincent Family Center; co-chair Tocqueville Society and serves on the Colum-bus Marathon Diversity Advisory Council. A member of Alpha Phi Alpha Fraternity, Inc., St. Mark’s #7 F&AM, PHA, and Lifetime Member of NBMBAA and NSHMBAs.

Oyauma has his MBA, CPCU and industry certifications, licenses and designations.

❧ 11:30am-1:30pm ➤ Marquis A & Foyer

Trade Show & Lunch with Exhibitors


CONCURRENT EARLY AFTERNOON SESSIONS❧ 1:30pm-2:20pm ➤ M301

Playing by the Unwritten Rules

This presentation is an opportunity for professionals to examine their career and the expectations of their perspective organization. We will examine the rules of engagement that exist within every organization and discuss how to position oneself for career success. Based on a book series, Playing by the Unwritten Rules: From a Job Defense to a Career Offense and Playing by the Unwritten Rules: Moving from the Middle to the Top written by Dr. Indigo Triplett, we will explore why an offensive strategy will yield greater results.

This session will help individuals move from the middle to the top by learning how to play by the unwritten rules from an offensive standpoint. Often, professionals are defending their thoughts, their position, their words and so forth, but that leaves you exhausted and vulnerable in your career. Together, we will explore various factors that prevent people from truly succeeding, and how to recognize the games that are played in an organization.

SPEAKER Dr. Indigo Triplett, CEO, Careers In Transition, Inc.

Indigo Triplett, CEO of Careers in Transition Inc., a Georgia based change management firm, is a leader in perfor-mance efficiency and organizational development. From US Marine Corps boot camp to small business success, Dr. Indigo, as she is known by her peers, has garnered a stellar reputation in improving performance and productivity through various human capital initiatives. Her strategies have been adopted by top-level private and government entities such as the CIA, NASA, CDC, Home Land Security, U.S. Army, and Halliburton. A proclaimed speaker and author of Playing by the Unwritten Rules series, a career path compilation, Dr. Indigo has successfully incorporated “game-changing “methods in capitalizing career opportunities. Dr. Indigo is an organizational productivity pundit and holds a master’s degree in organizational development from Webster University. She obtained a bachelor’s degree in radio and television from Southern Illinois University and earned a Ph.D. in Values-Driven Leadership from Benedictine University.

INDUSTRY LEADERS PANEL: INDUSTRY INSIGHT (C0NT)



❧ 1:30pm-2:20pm ➤ M304

Social Media Part I - BeginnerChristopher Paradiso, owner of Paradiso Financial & Insurance Services LLC, will be presenting on Social Media for Beginners. Once a beginner himself, he speaks through experience and passion about social media which has had a strong influence on his own compa-ny. Mr. Paradiso will take you through developing your agency’s brand, utilizing many popular social media sites, as well as a website review and SEO basics. Through this presentation you can expect to walk away with new insight as he takes you through his own agency’s practices in social media. Follow along as he speaks about agency website best practices and website SEO in his Beginner Social Media Presentation.

SPEAKER Christopher Paradiso, Owner, Paradiso Financial & Insurance Services LLC

Christopher Paradiso is one of the most passionate, dynamic agency owners in the insurance industry today. His will-ingness to embrace change and adopt technology has taken his agency to the next level. Chris has been acknowl-edged by several insurance publications, such as Rough Notes Magazine (Cover Agent), The Insurance Journal, and PIA as a leader in the industry for his use of digital marketing and social media to help brand his agency and promote other small businesses within his community. Chris has also been recognized for his charity work with The Connecti-cut Children’s Medical Center.

In 2011, Chris was excited to introduce “Paradiso Presents LLC”, a social media program aimed at teaching small agencies how not only to survive, but compete in today’s complex online marketing world. Chris resides in Stafford Springs, CT with his wife and two children, Mia and Gianni.

❧ 1:30pm-2:20pm ➤ M302

The Evolving Cyber WarfarePT&C|LWG will present the current trends in cyber-attacks and hacking events threatening both private individuals and corporations of all sizes. There will be a focus on the current trends of computer hacking, social engineering and malicious threats that are occurring. In addition, PT&C|LWG will discuss the roles of various parties in the event that data becomes threatened by an outside party.

SPEAKER Mathew Scott, Principal Consultant, Digital Forensics Group, PT&C|LWG Forensic Consulting Services

Mathew Scott has over 10 years of experience performing digital forensic and IT equipment failure investigations for insurance, legal, risk management and law enforcement professionals. Mr. Scott has considerable experience per-forming forensic investigations following cyber incidents involving such activities as computer hacking and malicious network attacks.

Based out of LWG’s Columbus, Ohio office, he is a subject-matter expert in computer forensics and cyber security in-vestigations, determining the cause of server and IT appliance failures, as well as various other types of investigations where computing devices originate. Mr. Scott is an experienced Expert Witness who has testified in both state and federal courts. He has worked with most major insurance carriers, as well as prestigious law firms throughout North America.

THURSDAY, SEPTEMBER 24 CONCURRENT EARLY AFTERNOON SESSIONS



❧ 1:30pm-2:20pm ➤ M303

NetServing… Beyond Networking NetServing is a more effective method, than networking, for nurturing and increasing the value-add proposition of professional net-works. In NetServing … Beyond Networking, you learn a step-by-step approach that enhances the value of your network by leverag-ing the people you know, information you have access to, and places you are connected with. In this session, you gain an understand-ing of how a servant-based approach to engaging with others enriches and boosts your ability to make connections, identify job and business leads, and create opportunities to give back. At the end of the day, you walk away with the ability to create more meaningful, mutually beneficial, and lasting business and personal relationships.

SPEAKER Jose A. De La Cruz, SPHR, SHRM-SCP, HR Director USO – Eastern Region, Travelers

José A. De La Cruz is an accomplished, certified, and award-winning human resources executive with a 35+- year track record in human capital management solutions, organizational effectiveness strategies, and diversity/inclusion strategies. He has been recognized by his employers and professional/business organizations with individual and team awards for HR operational excellence, innovation, and service delivery. José earned a B.S. Degree in Labor Relations from Purdue University and a Juris Doctor Degree from The John Marshall Law School in Chicago. Both de-grees were earned as a night student over a 17-year period, while working full time and raising a family. He is a volun-teer leader with the Atlanta Chapter of the Society for Human Resource Management; an Adjunct Faculty at Georgia State University and Saint Leo University, where he teaches undergrad and graduate courses in HR management and employment/business law classes; and serves on the INROADS Southeast Board of Directors. Presently, he serves as the HR Director for Travelers in Alpharetta, GA, supporting the Underwriting, Sales, and Operations organizations in AL, GA, and MS.

❧ 2:30pm-3:20pm ➤ M301

Bloom Where You are PlantedDo today's times of rapid change cause you to relate to any (or all) of the following statements? – I enjoy my job but I really want a meaningful career. – I’m not sure where my skills and training fit into my current career. – I know what I need to do to improve my career, but don't have the _____ to do it.

If you can relate to any (or all) of these statements, come and explore techniques for using this season of change and ambiguity as prepa-ration for greater success. All will benefit by learning how to leverage your position are so you can operate from a position of strength.

SPEAKER Dr. Audra Davis, PsyD, Organizational Psychologist

Audra Davis, PsyD, is an Organizational Psychologist who leverages formal training, unending passion and an 18-year track record of successfully developing people’s potential. She is a career coach, a “what’s next?” expert and a mo-tivational maven. Dr. Davis has sparked clients across the globe to define their passion, chart their path and execute their “power of potential plan.” Whether a young professional, mid-level manager, seasoned executive or Household CEO, she utilizes a custom set of tools to deliver superior results for those ready to transition to a new career and/or strengthen their current career.

Dr. Davis has extensive leadership experience working in and consulting to non-profit and for-profit organizations, fo-cusing primarily on organization and people development. She holds a bachelor’s degree in Psychology from DePauw University and a master’s and doctorate in Organizational Psychology from Rutgers University. Dr. Davis and her family live in Naperville, IL.

THURSDAY, SEPTEMBER 24 CONCURRENT EARLY AFTERNOON SESSIONS

CONCURRENT MID AFTERNOON SESSIONS



❧ 2:30pm-3:20pm ➤ M304

They Drive Me Crazy! Bridging Today's Unique Generational DivideNot “just another generational program,” this timely keynote explains why Millennials work differently than previous generations and how it's impacting businesses and the bottom line. This engaging program for audiences of all generations asks how in the world Traditionalists, Baby Boomers, Gen-Xers, and Millennials can work together successfully with such different perspectives. With most Millennials changing jobs every 18-24 months, their expectations for the workplace can no longer be ignored, and great managers will be the ones who retain the best talent!

SPEAKER Cara Silletto, MBA, President, Crescendo Strategies

Cara Silletto, MBA, is the Founder and President of Crescendo Strategies, a company committed to reducing unnec-essary employee turnover for clients across the country by bridging generational gaps and making leaders more ef-fective in their roles. Cara currently sits in a unique sweet spot for her specialty of bridging generational gaps, because she is an early Millennial herself, born in 1981, yet she is equipped with an MBA and more than 12 years of experience learning the unwritten expectations of older managers and business owners in order to advance her own career. Her consulting niche has earned her quite the recognition in multiple magazines, and Cara was named a 2014 Game Changer by “Workforce Magazine” in Chicago. She is also a co-author of the 2015 book, "What’s Next in HR."

❧ 2:30pm-3:20pm ➤ M302

Agent SpotlightNAAIA is pleased to invite our members, supporters and guest to have this unique opportunity to meet, interact with and experience the journey of several industry leaders. Each of these individuals continue to distinguish themselves as high achievers whose work and commitment to industry, community and family have established themselves as authentic and inspiring leaders and professionals.

The Agent Spotlight Sessions are "group mentoring" opportunities whereby each attendee has a chance to take away insights and/or establish contacts that may prove vital to their efforts to navigate their own journey AND to help others.

SPEAKER Thomas Crosby, Sr., LUTCF, CPIA, CEO, The Insurance Exchange, Ltd

On August 26, 1974, Thomas Crosby became an insurance agent and later a sales manager for Prudential Insurance Company. During his tenure at Prudential, Mr. Crosby learned much of what he knows about the industry today, becoming the first top selling African-American’s in the nation. However, after 9 years with Prudential, Mr. Crosby branched off into his own venture as The Insurance Exchange, Ltd. where he became General Manager for American National Insurance Company and used it to help grow The Insurance Exchange, Ltd. Now The Insurance Exchange, Ltd. has become an independent agency in Illinois for several major insurance compa-nies including Safeco/Liberty Mutual, Grange & Travelers.

Even after building the agency, Mr. Crosby is still focused on providing integrity and education regarding insurance products to the community and on training more African-Americans and other minorities to be successful in the insurance industry. On October 10, 2014, Thomas Crosby Sr. celebrated 40 years in the insurance industry amongst family & friends.

SPEAKER Quincy L. Branch, President, Branch Benefits Consultants

Quincy Branch is a second generation insurance professional who started his insurance career working for his father’s agency. He would later expand on the family owned business creating Branch Benefits Consultants. A man with a heart for service, he is active as a deacon at his church and volunteers at various charities. He has served in voluntary leadership positions on the Urban Chamber of Commerce, National Association of African American Insurance Agents and The Quiet Storm Foundation Board of Directors. In 2011 he was appointed to sit on the IIABA’s National Young Agents Committee and served as Chairman He is recognized as one of Las Vegas’s 40 under 40, featured as one of Employee Benefits Advisors 10 Rising Stars, along with being honored as one of Insurance Business Americas Hot 100 for 2015. With all of his accolades in business and the community Quincy continues to value family time with his wife of 14 years-Tamika and two children-Quamir and Sanai.

THURSDAY, SEPTEMBER 24 CONCURRENT MID AFTERNOON SESSIONS



❧ 3:30pm-4:20pm ➤ M301

Building the Leadership Pipeline: Advice for Boomers, Gen-Xers and Millennials

Now, more than ever, it is imperative that we become more intentional about building leaders who build leaders. Why? Because, the next generation of leaders are not being developed at a rate fast enough to ensure that they are prepared and viable when the call comes. Understanding where you are in this process and your responsibility for building leaders who leverage differences to unlock and inspire innovation plus sustain the gains in yourself and others is what will be explored in this highly interactive session.

SPEAKER Ava Youngblood, Chief Executive Officer, Youngblood Executive Search/Services Ava Youngblood is a Catalyst. Other words used to describe her are curious, strategic, passionate and perspicacious.

She serves as a Speaker, Consultant, Executive Advisor, Faculty Member, Entrepreneur, Board Director and Board Chair.

She knows how to identify, acquire, build and retain leaders. She serves as the founder and Chief Executive Officer of Youngblood Executive Services (YESS) founded in 2011. YESS serves the TOP 2% of Boomers, Gen-Xers and Millen-nials in the Profit, Nonprofit and Government Sectors. YESS is the parent company of Youngblood Executive Search (2002) and YEARnetwork™ (4Q 2015 Beta Launch).

Ava Youngblood earned a BS in Chemical Engineering at Northwestern University, and an MBA at the University of Chicago’s Booth School of Business.

❧ 3:30pm-4:20pm ➤ M304

Social Media Part II - AdvancedDive deeper into social media best practices with Christopher Paradiso’s Advanced Social Media Presentation. Learn how to effectively build your agency’s brand, and build a strategy behind it! Get familiar with particularly effective ways of utilizing the many social media platforms to your agency’s advantage. Take a look at email marketing strategies, agency website best practices, as well as SEO. Leave with new tips and tricks you may have never heard of before, and go use them to your advantage! Learn social media planning and posting strategies, making effective use of email marketing, and enhancing your website. Chris uses the practices he presents in his agency’s social media strategy every day, and he is here to let you in on them!




THURSDAY, SEPTEMBER 24 CONCURRENT LATE AFTERNOON SESSIONS



❧ 3:30pm-4:20pm ➤ M302

Partner Spotlight - Chubb

This is an Agent targeted 45-minute session focused on working with Chubb and gaining access to our products and services.

HOST Ann M. Gargano, CISA Manager, Chubb Insurance Solutions

THURSDAY, SEPTEMBER 24 CONCURRENT LATE AFTERNOON SESSIONS

EVENING SESSIONS

❧ 3:30pm-4:20pm ➤ M303

The Evolving Cyber WarfarePT&C|LWG will present the current trends in cyber-attacks and hacking events threatening both private individuals and corporations of all sizes. There will be a focus on the current trends of computer hacking, social engineering and malicious threats that are occurring. In addition, PT&C|LWG will discuss the roles of various parties in the event that data becomes threatened by an outside party.

SPEAKER Mathew Scott, Principal Consultant, Digital Forensics Group, PT&C|LWG Forensic Consulting Services

Mathew Scott has over 10 years of experience performing digital forensic and IT equipment failure investigations for insurance, legal, risk management and law enforcement professionals. Mr. Scott has considerable experience per-forming forensic investigations following cyber incidents involving such activities as computer hacking and malicious network attacks.

Based out of LWG’s Columbus, Ohio office, he is a subject-matter expert in computer forensics and cyber security in-vestigations, determining the cause of server and IT appliance failures, as well as various other types of investigations where computing devices originate. Mr. Scott is an experienced Expert Witness who has testified in both state and federal courts. He has worked with most major insurance carriers, as well as prestigious law firms throughout North America.

❧ 4:30pm-5:30pm ➤ Skyline Room (located on the 10th Floor)

Networking Reception

❧ 6:30pm-8:30pm ➤ SCALES 925 30 Ivan Allen Junior Blvd. (walking distance from hotel)

Networking Reception Hosted by NAAIA’s Emerging LeadersSponsored by Amerisure & Guy Carpenter & Co. LLC




FRIDAY, SEPTEMBER 25 — KEYNOTE

❧ 8:00am-10:00am ➤ Marquis Registration Booth

Career Fair Registration

❧ 9:00am-11:00am ➤ Marquis A

Plenary Session: Featuring Keynote Speaker, Gordy Bunch

SPEAKER Gordy Bunch, President & CEO, The Woodlands Financial Group

Richard “Gordy” Bunch is a decorated veteran, Entrepreneur of the Year for the Gulf Coast; and founder, president, and CEO of The Woodlands Financial Group. Gordy launched “TWFG” in The Woodlands with $10,000 capital in 2001. Today, it has grown to rank as number 8 of the 38,000 largest insurance agencies in the nation, and is the number one Personal Lines leader in Texas. He has twice been elected to The Woodlands Board of Directors at large, where he also serves as the board’s Treasurer. Mr. Bunch and his wife, Michelle, and their three young boys have been residents of The Woodlands since 1995, and dedicate their time and resources to support numerous charitable and fundraising events in the region.

A note from The Risk Foundation: As we all know, our industry has long needed to attract better talent. I am pleased that The Risk Foundation recognized this need and was able to provide support to McKinsey & Company as the firm conducted a four-month review of the current talent situation in the industry and developed recommendations to turn the industry into a magnet for the best young tal-ent. All of us in the industry have a great deal of work to do in this area. Building a Talent Magnet.. McKinsey & Company Report, 2010

NAAIA’s commitment to expand the numbers of minorities with insurance industry careers requires that we continue to be a leader in the effort to maintain the needed focus on one of the greatest risks to our industry, the impending talent gap. NAAIA is excited to present a panel of professionals representing a very interesting and committed cross-section of organizations whose creative and collaborative efforts have led to an initiative that is likely to have significant and very positive impact as a “talent solution” for the industry.

PANEL PRESENTATION: TALENT SOURCING, DEVELOPMENT & RETENTION – AN INDUSTRY IMPERATIVE


Moderator

MODERATOR Trevor Grandy, Senior Vice-President and Chief Diversity Officer, Chubb

As Chubb’s Senior Vice-President and Chief Diversity Officer, Trevor Grandy reports to the company’s Chairman and is responsible for developing and implementing a diversity strategy that fosters innovation and market leadership. He works closely with Chubb’s senior leadership and employee resource groups to ensure that the company is viewed by its employees, customers and partners worldwide as an inclusive organization that promotes and leverages the business value of diversity.

Trevor also chairs Chubb’s Women of Color Initiative Steering Committee, which is charged with accelerating the development and advancement of multicultural women within the company.

In addition to his Chief Diversity Officer responsibilities, Trevor serves on Chubb's Administrative Committee and has oversight for Corporate Responsibility.

He has been featured in articles published by the Chicago Tribune, TheGlassHammer.com and DiversityInc Magazine. Trevor serves as Executive Committee Chair of The Conference Board Council of U.S. Diversity & Inclusion Executives. Additionally, he represents Chubb on the Re: Gender (formerly National Council for Research on Women) Corporate Circle Advisory Board, Center for Talent Innovation Task Force for Talent Innovation and Catalyst Organization Expert Community.

Panelists

PANELIST Myrna Garcia, Director Strategic Account Mgmt & Business Development, INROADS, Inc.

Myrna Garcia has been Director of Strategic Account Management & Business Development since 2013 as mem-ber of the dedicated team focused on strategic selling, new business development and large account management. Additionally, she also leads Hispanic Initiatives for INROADS Enterprise and leverages her background in fund devel-opment to support the organization’s fundraising campaigns. From August 2012 to November 2013, Myrna was a full-time Consultant on the INROADS/Southeast Region staff.

In addition to her INROADS experience, Ms. Garcia’s, professional background spans over 30+ year in professional staffing services, workforce management solutions, small business development and multiple non-profits as Develop-ment Officer ,Communication and Marketing Department head. Prior to this role, she held the position of Managing Director Resource Development for the Latin American Association (LAA). There she directed all fund-raising strate-gies, marketing and communication for the organization. She was the proud recipient of the 2014 HABLA Commu-nity Award, Recognized by TOASTMASTERS and a proud member of the Girls Scouts Hispanic Initiatives Advisory Board, Hispanic Corporate Leadership Forum and the MBA Hispanic Initiatives Advisory Board at the Goizueta School of Business at Emory University.

PANELIST Zenith Houston, Director, Posse Atlanta, The Posse Foundation

Zenith Houston is an inspired nonprofit leader and fundraising professional with more than 20 years of experience in nonprofit management and fundraising who joined The Posse Foundation in December 2011 as the Director of Posse Atlanta.

Zenith's nonprofit tenure includes leadership roles at National Jewish Health in Chicago as the Regional Development Director in Chicago/Midwest Region, Meharry Medical College and the Center for Women's Health Research, Doris and Alex Jewish Community High School where she led a $24 million capital campaign, National Association for the Advancement of Colored People (NAACP) leading corporate development, and numerous consulting roles with nation-al and local nonprofit organizations including The Wonder Foundation (Stevie Wonder).

Zenith has served on many national and local and currently serves on the board of Leadership Buckhead. Zenith Houston holds both a Bachelors and Master’s degree from the University of South Carolina in Criminal Justice.



PANELIST Diane Mattis, CPCU, AIAM, AFIS, Executive Director InVEST, Associate V.P. Professional Development & Online Resources, IIABA

Diane Mattis is an educator with over 30 years experience in the insurance industry. She has worked as both a commercial and personal lines underwriter. After obtaining her CPCU designation in 1989, Diane has been instructing others through several organizations, such as J. Sargeant Reynolds Community College, Greater Richmond CPCU Chapter and for over 14 years with Independent Insurance Agents of Virginia. Currently, she is with Independent Insurance Agents & Brokers of America, inspiring others to spend time in the classroom teaching students about insurance. As Executive Director of InVEST, 501 c 3 education trust, Diane works with schools around the country to help educators improve insurance literacy and assists with workforce development.

Diane has served as Vice President of Education and Technical Affairs of Independent Insurance Agents of Virginia (IIAV). In 2007 Diane was awarded the Spirit of Education award by IIABA.

Diane is a board member of Virginia Jump Start, the Richmond CPCU chapter, and has served as President for this organization in 1999-2000 along with other leadership positions. Diane is also a member of many organizations includ-ing Society of Insurance Trainers and Educators and the American Society for Training & Development.

PANELIST Joelle Murchison, VP Diversity & Inclusion, Travelers

Joelle A. Murchison serves as Vice President, Enterprise Diversity & Inclusion at The Travelers Companies, Inc. (Travel-ers). Previously, Joelle was Manager, Corporate Recruiting and Diversity Partnerships at United Technologies Corpora-tion.

Joelle is a lifetime member of Delta Sigma Theta Sorority Incorporated and the National Black MBA Association. She previously served 2 terms on the board of directors of Leadership Greater Hartford and spent 10 years as a diversity trainer with the Anti Defamation League’s A World of Difference Institute. Joelle is the recipient of the Connecticut Chapter of the National Society of Hispanic MBAs (NSHMBA) Corporate Individual of the Year Award (2010), the Na-tional Association of Insurance Women, New York Chapter’s Helen M. Garvin Enterprising Achiever Award (2011), was named a Connecticut Women of F.I.R.E. (Finance Insurance and Real Estate) Honoree (2013), and a Top Executive in Diversity by Black Enterprise Magazine twice (2011, 2014). In 2015, Joelle received the Hall of Fame Award from the Women in Business Summit.

Joelle serves as a director/trustee on the boards of the Morgan State University Foundation, the Amistad Center for Art and Culture (Hartford, CT) and College Possible, a national nonprofit focused on college access.

Joelle holds a bachelor’s degree in public policy and educational studies from Brown University, a master’s of educa-tion degree from Harvard University’s Graduate School of Education and a master’s of science degree in Communica-tion Management from Syracuse University.


Panelists


❧ 11:10am-12:00pm ➤ M301

Playing by the Unwritten Rules

This presentation is an opportunity for professionals to examine their career and the expectations of their perspective organization. We will examine the rules of engagement that exist within every organization and discuss how to position oneself for career success. Based on a book series, Playing by the Unwritten Rules: From a Job Defense to a Career Offense and Playing by the Unwritten Rules: Moving from the Middle to the Top written by Dr. Indigo Triplett, we will explore why an offensive strategy will yield greater results.

This session will help individuals move from the middle to the top by learning how to play by the unwritten rules from an offensive standpoint. Often, professionals are defending their thoughts, their position, their words and so forth, but that leaves you exhausted and vulnerable in your career. Together, we will explore various factors that prevent people from truly succeeding, and how to recognize the games that are played in an organization.

SPEAKER Dr. Indigo Triplett, CEO, Careers In Transition, Inc.

Indigo Triplett, CEO of Careers in Transition Inc., a Georgia based change management firm, is a leader in perfor-mance efficiency and organizational development. From US Marine Corps boot camp to small business success, Dr. Indigo, as she is known by her peers, has garnered a stellar reputation in improving performance and productivity through various human capital initiatives. Her strategies have been adopted by top-level private and government entities such as the CIA, NASA, CDC, Home Land Security, U.S. Army, and Halliburton. A proclaimed speaker and author of Playing by the Unwritten Rules series, a career path compilation, Dr. Indigo has successfully incorporated “game-changing “methods in capitalizing career opportunities. Dr. Indigo is an organizational productivity pundit and holds a master’s degree in organizational development from Webster University. She obtained a bachelor’s degree in radio and television from Southern Illinois University and earned a Ph.D. in Values-Driven Leadership from Benedictine University.

FRIDAY, SEPTEMBER 25 CONCURRENT MORNING SESSIONS


❧ 11:10am-12:00pm ➤ M304

Social Media Part I - BeginnerChristopher Paradiso, owner of Paradiso Financial & Insurance Services LLC, will be presenting on Social Media for Beginners. Once a beginner himself, he speaks through experience and passion about social media which has had a strong influence on his own compa-ny. Mr. Paradiso will take you through developing your agency’s brand, utilizing many popular social media sites, as well as a website review and SEO basics. Through this presentation you can expect to walk away with new insight as he takes you through his own agency’s practices in social media. Follow along as he speaks about agency website best practices and website SEO in his Beginner Social Media Presentation.





❧ 11:10am-12:00pm ➤ M302

The Next Generation Agency 2.0

New Horizons Consulting Services (NHCS). Solely focused upon helping agency owners be more successful. Guided by a board of agency and industry leaders.

Current Situation…• Several companies are discouraging the use of agents while encouraging consumers to consider insurance a commodity.• To compete, many agencies have become transaction oriented while most consumers would prefer agencies focus on delivering value.• Many agency owners would like their agency to focus more on delivering value.• Most agency owners believe their teams need transformational training to change agency culture.• 75% of agency owners don’t have perpetuation plans; 7,000-10,000 agencies will change hands within 5-7 years.

NHCS Services…• Next Generation Agency™: Industry (accreditation) – Apply skills, competencies and capabilities that better enable agency success.• Agency Consulting: Help accelerate growth and transform agency culture• Agency Perpetuation: Assistance developing a plan. – Identify & provide qualified buyers/co-owners/partners to agency owners who want to sell or partner.

SPEAKER Ken Branch, Chairman and CEO, New Horizons Consulting Services (NHCS)

Ken is currently the Chairman and CEO of New Horizons Consulting Services (NHCS).

Ken Branch has been in the insurance business for over 36 years. While he started his career as an independent life insurance agent, after a few successful years, he became a successful full service Allstate agent.

Over the years, Ken held a variety of field and senior leadership positions in Arkansas, Texas, Virginia, Denver and Chicago; his most recent positions were vice president of sales for Allstate and Encompass independent agents. Ken has had management responsibility for both captive and independent agents in the US and Canada; and, has had P&L accountability for every state in the US; and, has either hired or appointed more than 500 captive agents and 2,000 independent agents.

Under Ken’s leadership, both Encompass and Allstate independent agent programs added more than 1,000 agents and went from shrinking to growing profitable businesses. Ken has previously held licenses in Life and Health, P&C, and Series 7 & 24.

Ken holds a degree in secondary education from Hendrix College and an MBA from the University of Illinois Chicago.

NHCS is a newly formed company led by industry and agency leaders that is primarily focused on helping agency owners be more successful in an increasingly complex business environment.






❧ 11:10am-12:00pm ➤ M303

Backpack to Briefcase Workshop – Part I

Part I – Before you get the jobInteresting in getting insider tips to getting the job you want? Come and learn basic information from a recruiter’s prospective on re-sume preparation, interview tips and tricks and how best to present yourself and your brand to get the job you want!

SPEAKER Janice Castle, Senior Consultant University Relations, Travelers

Janice Castle currently works as a Senior Consultant, University Relations Consultant within the Human Resources Department at Travelers where she is responsible for building strong partnerships with colleges and universities as a means of sourcing qualified and competent candidates. Prior to joining Travelers in May, 2015, she spent over 15 years with The Hartford Insurance Company, a history that began with a college and summer internships throughout her undergraduate years. Janice has extensive experience in Human Resources as well as Marketing and Com-munication. Janice is a graduate of Trinity College with a Bachelor’s of Science in Biology. She has also earned her Master’s in Public Administration and Certificate in Nonprofit Management from the University of Connecticut.

❧ 11:10-4:30pm ➤ Marquis Foyer

Career Fair & Student Development Activities

❧ 12:00pm-1:20pm ➤ Marquis A

Lunch


❧ 1:30pm-2:20pm ➤ M304

They Drive Me Crazy! Bridging Today's Unique Generational DivideNot “just another generational program,” this timely keynote explains why Millennials work differently than previous generations and how it's impacting businesses and the bottom line. This engaging program for audiences of all generations asks how in the world Traditionalists, Baby Boomers, Gen-Xers, and Millennials can work together successfully with such different perspectives. With most Millennials changing jobs every 18-24 months, their expectations for the workplace can no longer be ignored, and great managers will be the ones who retain the best talent!

SPEAKER Cara Silletto, MBA, President, Crescendo Strategies

Cara Silletto, MBA, is the Founder and President of Crescendo Strategies, a company committed to reducing unnec-essary employee turnover for clients across the country by bridging generational gaps and making leaders more ef-fective in their roles. Cara currently sits in a unique sweet spot for her specialty of bridging generational gaps, because she is an early Millennial herself, born in 1981, yet she is equipped with an MBA and more than 12 years of experience learning the unwritten expectations of older managers and business owners in order to advance her own career. Her consulting niche has earned her quite the recognition in multiple magazines, and Cara was named a 2014 Game Changer by “Workforce Magazine” in Chicago. She is also a co-author of the 2015 book, "What’s Next in HR."

FRIDAY, SEPTEMBER 25 CONCURRENT EARLY AFTERNOON SESSIONS


❧ 1:30pm-2:20pm ➤ M301

Bloom Where You are PlantedDo today's times of rapid change cause you to relate to any (or all) of the following statements? – I enjoy my job but I really want a meaningful career. – I’m not sure where my skills and training fit into my current career. – I know what I need to do to improve my career, but don't have the _____ to do it.

If you can relate to any (or all) of these statements, come and explore techniques for using this season of change and ambiguity as prepa-ration for greater success. All will benefit by learning how to leverage your position are so you can operate from a position of strength.

SPEAKER Dr. Audra Davis, PsyD, Organizational Psychologist

Audra Davis, PsyD, is an Organizational Psychologist who leverages formal training, unending passion and an 18-year track record of successfully developing people’s potential. She is a career coach, a “what’s next?” expert and a mo-tivational maven. Dr. Davis has sparked clients across the globe to define their passion, chart their path and execute their “power of potential plan.” Whether a young professional, mid-level manager, seasoned executive or Household CEO, she utilizes a custom set of tools to deliver superior results for those ready to transition to a new career and/or strengthen their current career.

Dr. Davis has extensive leadership experience working in and consulting to non-profit and for-profit organizations, fo-cusing primarily on organization and people development. She holds a bachelor’s degree in Psychology from DePauw University and a master’s and doctorate in Organizational Psychology from Rutgers University. Dr. Davis and her family live in Naperville, IL.


❧ 1:30pm-2:20pm ➤ M302

Agent Spotlight

NAAIA is pleased to invite our members, supporters and guest to have this unique opportunity to meet, interact with and experience the journey of several industry leaders. Each of these individuals continue to distinguish themselves as high achievers whose work and commitment to industry, community and family have established themselves as authentic and inspiring leaders and professionals.

The Agent Spotlight Sessions are "group mentoring" opportunities whereby each attendee has a chance to take away insights and/or establish contacts that may prove vital to their efforts to navigate their own journey AND to help others.

SPEAKER Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, ChHC®, AIF®, President Comprehensive Benefit Services, Inc.

Lee V. Bethel, CLU, ChFC, REBC, RHU, CAP, ChHC, AIF is President of Comprehensive Benefit Services, Inc. He has been in the insurance, employee benefit, investment and financial services field since 1979 and he is a graduate of Morehouse College. He is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors and the District of Columbia Association of Insurance and Financial Advisors. He is a Life and Qualifying member of the Million Dollar Round Table with five Court of the Table qualifications. He was featured in the April 2006 issue of Life Insurance Selling and in September of 2006 he was elected to the Board of Di-rectors of the National African American Insurance Association and served on the Board until 2011. In January 2009, he became a member of the Board of Trustees of The American College. The same month, he also became the Chair of the Employee Benefits Section for the Society of Financial Services Professionals. He is married and has 3 daugh-ters. He has served on the Board of Advisors of his church, is an accomplished bass guitar player and also directs a 20-piece church orchestra.

FRIDAY, SEPTEMBER 25 CONCURRENT EARLY AFTERNOON SESSIONS


❧ 1:30pm-2:20pm ➤ M303

Backpack to Briefcase Workshop – Part II

Part II – After you got the jobNow that you have secured the job, are you ready to join the workforce? Do you know what to expect on your first day? What is expected of you? Come and learn some tools and best practices to help you as you transition from college to your career.

SPEAKER Janice Castle, Senior Consultant University Relations, Travelers

Janice Castle currently works as a Senior Consultant, University Relations Consultant within the Human Resources Department at Travelers where she is responsible for building strong partnerships with colleges and universities as a means of sourcing qualified and competent candidates. Prior to joining Travelers in May, 2015, she spent over 15 years with The Hartford Insurance Company, a history that began with a college and summer internships throughout her undergraduate years. Janice has extensive experience in Human Resources as well as Marketing and Com-munication. Janice is a graduate of Trinity College with a Bachelor’s of Science in Biology. She has also earned her Master’s in Public Administration and Certificate in Nonprofit Management from the University of Connecticut.


❧ 2:30pm-4:00pm ➤ M303

Student Interviews


CONCURRENT LATE AFTERNOON SESSIONS


❧ 2:30pm-3:20pm ➤ M302

Building the Leadership Pipeline: Advice for Boomers, Gen-Xers and Millennials

Now, more than ever, it is imperative that we become more intentional about building leaders who build leaders. Why? Because, the next generation of leaders are not being developed at a rate fast enough to ensure that they are prepared and viable when the call comes. Understanding where you are in this process and your responsibility for building leaders who leverage differences to unlock and inspire innovation plus sustain the gains in yourself and others is what will be explored in this highly interactive session.

SPEAKER Ava Youngblood, Chief Executive Officer, Youngblood Executive Search/Services Ava Youngblood is a Catalyst. Other words used to describe her are curious, strategic, passionate and perspicacious.

She serves as a Speaker, Consultant, Executive Advisor, Faculty Member, Entrepreneur, Board Director and Board Chair.

She knows how to identify, acquire, build and retain leaders. She serves as the founder and Chief Executive Officer of Youngblood Executive Services (YESS) founded in 2011. YESS serves the TOP 2% of Boomers, Gen-Xers and Millen-nials in the Profit, Nonprofit and Government Sectors. YESS is the parent company of Youngblood Executive Search (2002) and YEARnetwork™ (4Q 2015 Beta Launch).

Ava Youngblood earned a BS in Chemical Engineering at Northwestern University, and an MBA at the University of Chicago’s Booth School of Business.

❧ 2:30pm-3:20pm ➤ M304

Social Media Part II - AdvancedDive deeper into social media best practices with Christopher Paradiso’s Advanced Social Media Presentation. Learn how to effectively build your agency’s brand, and build a strategy behind it! Get familiar with particularly effective ways of utilizing the many social media platforms to your agency’s advantage. Take a look at email marketing strategies, agency website best practices, as well as SEO. Leave with new tips and tricks you may have never heard of before, and go use them to your advantage! Learn social media planning and posting strategies, making effective use of email marketing, and enhancing your website. Chris uses the practices he presents in his agency’s social media strategy every day, and he is here to let you in on them!

SPEAKER Christopher Paradiso, Owner, Paradiso Financial & Insurance Services LLCLLC




FRIDAY, SEPTEMBER 25 CONCURRENT LATE AFTERNOON SESSIONS


❧ 2:30pm-3:20pm ➤ M301

NetServing… Beyond Networking NetServing is a more effective method, than networking, for nurturing and increasing the value-add proposition of professional net-works. In NetServing … Beyond Networking, you learn a step-by-step approach that enhances the value of your network by leverag-ing the people you know, information you have access to, and places you are connected with. In this session, you gain an understand-ing of how a servant-based approach to engaging with others enriches and boosts your ability to make connections, identify job and business leads, and create opportunities to give back. At the end of the day, you walk away with the ability to create more meaningful, mutually beneficial, and lasting business and personal relationships.

SPEAKER Jose A. De La Cruz, SPHR, SHRM-SCP, HR Director USO – Eastern Region, Travelers

José A. De La Cruz is an accomplished, certified, and award-winning human resources executive with a 35+- year track record in human capital management solutions, organizational effectiveness strategies, and diversity/inclusion strategies. He has been recognized by his employers and professional/business organizations with individual and team awards for HR operational excellence, innovation, and service delivery. José earned a B.S. Degree in Labor Relations from Purdue University and a Juris Doctor Degree from The John Marshall Law School in Chicago. Both de-grees were earned as a night student over a 17-year period, while working full time and raising a family. He is a volun-teer leader with the Atlanta Chapter of the Society for Human Resource Management; an Adjunct Faculty at Georgia State University and Saint Leo University, where he teaches undergrad and graduate courses in HR management and employment/business law classes; and serves on the INROADS Southeast Board of Directors. Presently, he serves as the HR Director for Travelers in Alpharetta, GA, supporting the Underwriting, Sales, and Operations organizations in AL, GA, and MS.

❧ 3:30pm-5:00pm ➤ Marquis Foyer

Trade Show

❧ 6:30pm-12:00am ➤ Imperial Salon A

Partner Recognition & Scholarship Award Dinner (Silent Auction, DJ & Dancing)Join us for the NAAIA/JL Tillman Scholarship Dinner. The evening will include a delicious dinner and partner recognition. The event will also feature a silent auction to benefit the scholarship fund. The celebration will continue with a DJ and dancing! (business and/or evening dress attire)


ORGANIZATION IDENTITYbranding collateral apparel promotional signage

TARGETED MARKETING CAMPAIGNSpersonalization list generation direct mail

PRINT COMMUNICATIONSsmall and large format

ONLINE SOLUTIONSwebsite development and optimizationweb ordering portals e-communications

At Allegra we love Marketing, Print and Mail, but that's only the beginning. We're also a group of people who love our community.

We work with local non-profits and businesses to support their goals and successes.

STEVE KAPUSCINSKIPRESIDENT

[email protected]

P: 513.554.1797 F: 513.554.0343

6839 Ashfield Drive Cincinnati, Ohio 45242

www.allegracinci.com

2015 NAAIA Conference & Empowerment Summit

September 23, 2015 – Atlanta, GA

Community Service Project

Gives Back


D’Andre SimpsonXavier UniversityBusiness MajorClass of 2019

Khary DennisWilliams CollegeEconomics Major and Africana Studies Concentration Class of 2016

Marche MasonQueens CollegeMajoring in Actuarial Science, Mathematics, and Secondary EducationClass of 2017

NAAIA/JL TILLMAN SCHOLARSHIP FUND SILENT AUCTIONThe JL Tillman Scholarship was created to promote higher educational opportunities for African-American students interested in careers within the insurance industry. Consistent with the ideals in which NAAIA’s

Founder, Jerald L. Tillman, started NAAIA, the Scholarship Fund will encourage more African American to strongly consider careers within the insurance industry.

Located in the foyer are silent auction items for your bidding pleasure.

Thank you for supporting this worthy cause.

2015 JL TILLMAN SCHOLARSHIPAWARD RECIPIENTS


THANK YOU TO OUR SPONSORS!

Level III

Level IV

Level V

Level VI

ADDITIONAL EXHIBITORS

COLODNY FASSNEW HORIZONS

CONSULTING SERVICES (NHCS)


THANK YOU

NAAIA WOULD LIKE TO THANK THE FOLLOWING CONFERENCE COMMITTEE MEMBERS:

Margaret ReddNAAIA Executive Director

Clarissa PrestonConference Planning Committee Chair

Special thanks go out to NAAIA National Event Planner and Admin Team, Association Connection. Sandy and

Jessi, we could not have done this without you!!

Ronald AllenMachelle AllumsQuincy BranchCharles BriggsCherie Coffey

Tia DanielsMonique Gaskins

Quinn Green

Aimee GriffinBruce HintonLeslie Leslie

Shatakia NilesHenry PippinsJerald Tillman

George Woods


History of NAAIAThe National African-American Insurance Association (NAAIA) was founded by Jerald L. Tillman, LUTCF, in 1997 in Cincinnati, Ohio. Early in his career, 1977, he realized through his involvement with professional organizations that there was a disconnect with fellow black insurance professionals within the insurance industry. As a result, he began pondering the idea of establishing an association for black professionals involved in all areas of insurance. After twenty years of juggling between building his insurance agency and a national network of black insurance professionals, NAAIA was chartered in Cincinnati, Ohio on March 5, 1997 as a tax-exempt association under IRC section 501(c)6. NAAIA’s mission, simply put ,is to increase the number of African-American’s in the insurance business, both at the corporate level and independent agent level. NAAIA serves as a support group to encourage successful careers by promoting the highest educational and ethical standards, while networking effectively inside and outside the industry. NAAIA takes pride in working with current industry associations and resources in various collaborative efforts to promote diversity within the industry.

NAAIA MissionNAAIA is dedicated to empowering African-American insurance professionals currently in the industry as well as increasing their numbers nationwide. We engage in the sharing of information for personal growth and professional development while providing opportunities for networking, continuing education, and building mutually beneficial partnerships.

NAAIA’s involvement is on local, regional and national levels. We build relationships with traditional insurance industry trade associations and other organizations representing the interest of minorities in the ever growing, emerging multicultural marketplace of this business.

Connect with NAAIA

ABOUT NAAIA

NAAIANOW @NAAIAnow

#NAAIA2015

National African American Insurance Association Friends

and Supporters


NAAIA is a chapter supported organization. Chapters service local communities by providing and supporting events and educational opportunities. Below is a list of the current chapters.

For more information about chapters, visit www.naaia.org

NAAIA - Atlanta, Georgia (Atlanta Association of Insurance Professionals)President: Tia DanielsE-mail: [email protected] Website: www.aaip1988.org

NAAIA - Chicago, IllinoisPresident: Elliott JonesE-mail: [email protected] Website: www.naaiachicago.org

NAAIA - Cleveland, OhioPresident: Darwin RutledgeE-mail: [email protected]

NAAIA - Columbus, Ohio President: Keita Marville E-mail: [email protected]

NAAIA - Dallas Fort-Worth, TexasPresident: Dekia HendersonE-mail: [email protected]

NAAIA - Detroit, Michigan President: Leroy BosticE-mail: [email protected]: www.naaiadetroit.org

NAAIA - Indianapolis, IndianaPresident: Scott DavisEmail: [email protected]

NAAIA - Philadelphia, PennsylvaniaImmediate Past President: Carol StinsonE-mail: [email protected]

NAAIA - New York, New York President: Lael ChappellE-mail: [email protected]: http://naaianewyork.org

NAAIA - National Capitol/Central Maryland (NCCM) Washington, DCPresident: William "Bill" AllenE-mail: [email protected]

NAAIA - San Francisco Bay Area ChapterPresident: Jeffrey RomanEmail: [email protected]

NAAIA - Southeast LouisianaPresident: Keith SmithEmail: [email protected]

NAAIA - Southwest Ohio, Northern KentuckyPresident: Ronald C. Todd, IIE-mail: [email protected]

NAAIA – St. Louis, MissouriPresident: Audrey L. Henderson Email: [email protected]

NAAIA CHAPTER INFORMATION


Atlanta MarriottMarquis Level

Atlanta MarriottLobby Level


Within Walking Distance:Alma Cocina (Modern Mexican) 404-968-9662. Lunch Mon-Fri 11am-3pm; Dinner Sun-Thurs 5pm-10pm and 5pm-11pm. Walk to the end of the driveway and turn left on Peachtree Center Ave. At the corner turn right on John Portman Blvd. Walk 1 block to Peachtree St. and turn left. Restaurant is 1 block on the left inside the 191 Peachtree Tower. 191 Peachtree St. Ne.

Asante (Coastal Soul Cuisine) (404)893-0022 Monday –Saturday lunch 11am to 3pm, Sunday Brunch 11am to 6pm, Dinner Monday –Thursday 530pm to 10pm and Friday, Saturday 530pm to 11pm. Walk to the end of the driveway and turn right on Peachtree Center Ave. Walk ½ block to Baker street and turn left .Walk five blocks, Park Ave W will be on your left, make a left and, 250 Park West NW, restaurant will be on the right.

Big Kahuna – (Californian-Mexican) (404) 343-0409 Mon–Fri 11am-9pm Sat 12am-9pm Sun Closed.. Walk to the end of the driveway and turn right on Peachtree Center Ave. Walk 1 block. The restaurant is on the right. 303 Peachtree Center Ave.

Braves All Star Grill- 404 205 5257 Mon-Sun 11am to Midnight , . Walk to the end of the driveway and turn left on Peachtree Center Ave. Walk 2 blocks to A. Y. International Blvd. and turn right. Walk 1 block to Peachtree St. and turn left. Restaurant is on the right next to the Westin Hotel. 200 Peachtree St. Suite

Cuts - (Casual Steakhouse) 404-525-3399. Mon- Fri 11am-11pm; Sat- Sun 4pm- 11pm. Walk to the end of the drive way and turn le ft. Walk two blocks and the restaurant will be on the left side of the street.

Dantanna’s-(Surf & Turf) 404-522-8873. 11am-11pm Daily. Walk to the end of the driveway and turn left onto Peachtree Center Ave. Walk 2 blocks to A.Y. International Blvd. and turn right. Continue through Centennial Olympic Park and restaurant is on the left inside of the CNN Center. One CNN Center Suite 269.

Gladys Knight Chicken and Waffles- (Southern) 404-874-9393. Mon-Thur 11am-11pm; Fri-Sat 11am-4am; Sun 11am-8pm. Walk to the end of the driveway and turn right onto Peachtree Center Ave. The restaurant is 4 blocks on the right. 529 Peachtree St.

Hardrock Café- (American). 404-688-7625. Sun-Thurs 11am-12am; Fri-Sat 11am-1am; Sun 12pm-12am. Walk to the end of the driveway and turn left onto Peachtree Center Ave. Walk 2 blocks to A. Y. International Blvd. and turn right. The restaurant is 1 block on the right. NO RESERVATIONS. 215 Peachtree St.

Hsu’s- (Gourmet Chinese) 404-659-2788. Lunch Mon-Fri 11am-2:30pm; Dinner Mon-Sat 5-10:30pm; Sun 5-10pm. Walk to the end of the driveway and turn left onto Peachtree Center Ave. The restaurant is 2 blocks on the right. Dress: Dressy Casual. 192 Peachtree Center Ave.

Legal Sea Foods- (Seafood) 678-500-3700. Mon-Thurs 11am-10pm; Fri-Sat 11am-11pm; Sun 11am-10pm. Walk to the end of the driveway and turn right. At the corner turn left onto Baker St. Walk 7 blocks and restaurant is on the right inside of the Hilton Garden Hotel. 275 Baker St. Cross street is Luckie.

Max Lager’s- (Wood-Fired Grill and Brewery) 404-525-4400. Mon-Fri 11:30am-11pm; Sat 11:30am-11pm; Sun 4pm-11pm. Walk to the end of the driveway and turn right onto Peachtree Center Ave. Walk ½ block to Baker St. and turn left. Walk 1 block to Peachtree St. and turn right. The restaurant is on the left. 320 Peachtree St.

McCormick & Schmicks- (Seafood) 404-521-1236. Mon-Sat 11am-10pm; Sun 4pm-10pm. Walk to the end of the driveway and turn left onto Peachtree Center Ave. Walk 2 blocks to A. Y. International Blvd. and turn right. Walk 4 blocks to Centennial Olympic Park Dr. and turn left. The restaurant is on the right at Centennial Park Dr. and Marietta St. 190 Marietta St @ Centennial Park Dr. Drink specials Mon-Fri 3pm-6:30pm in lounge area.

Meehan’s Public House-(Irish) 404-214-9821. Mon-Wed 11:30am-1am; Thurs-Sat 11:30am-2am; Sun 11:30am-Midnight. Walk to the end of the driveway and turn left on Peachtree Center Ave. Walk 2 blocks to A. Y. International Blvd. and turn right. Walk 1 block to Peachtree St. and turn left. Restaurant is on the right next to the Westin Hotel. 200 Peachtree St. Suite 1.

Mellow Mushroom-(Pizzeria) 404-577-1001. Mon-Thurs 11am-10pm; Fri & Sat 11am-11pm; Sun 12pm-10pm. Walk to the end of the driveway and turn right onto Peachtree Center Ave. Go to the 2nd light and turn left on Ivan Allen Blvd. Walk 2 blocks to Spring St. and turn right. Mellow Mushroom is on the right at Ivan Allen and Spring. 400 W. Peachtree St.

Metro Café Diner- (American) 404-577-1420. Open daily 24 hrs. Walk to the end of the driveway and turn left onto Peachtree Center Ave. Walk 2 blocks to A.Y. International Blvd. and turn right. Restaurant is on the right. 229 Peachtree St.

Pacific Rim Bistro- (Pan-Asian Cuisine) 404-893-0018. Lunch Mon-Fri 11:30am-2:30pm; Dinner Mon-Fri 5pm-10pm; Sat-Sun 5-10:30pm. Walk to the end of the driveway and turn right onto Peachtree Center Ave. The restaurant is next door on the right. 303 Peachtree Center Ave. Drink specials Mon-Fri 5pm-7pm.

Pitty Pat’s Porch- (Southern) 404-525-8228. Lunch Mon-Fri 11am to 230pm Sun-Thurs 5pm-9pm, Fri-Sat 5-10pm. Walk to the end of the driveway and turn left onto Peachtree Center Ave. Walk to 2 blocks to A.Y . International Blvd. and right. The restaurant is 2 ½ blocks on the right. 25 Andrew Young International Blvd. Daily drink specials 430pm-10pm.

Ray’s In the City- (Seafood/Steak/Sushi) 404-524-9224. Mon-Fri 11am-10pm; Sat-Sun 4pm-9pm. Walk to the end of the driveway and turn left onto Peachtree Center Ave. At the corner turn right onto John Portman Blvd. Walk 1 block to Peachtree St. and turn left. The restaurant is ½ block on the right. 240 Peachtree St. *Live music Thurs-Sat at 6pm. Drink specials Mon-Fri 3pm-7pm.

Room @ Twelve -(American/Sushi) 404-418-1250. Lunch Mon-Fri 11:30am-2:30pm; Brunch: Sat 10:30am-2:30pm; Dinner Sun-Thurs 5:30pm-10pm; Fri-Sat 5:30pm-11pm. Walk to the end of the driveway and turn right on Peachtree Center Ave. Go to the 2nd light and turn left on Ivan Allen Blvd. Walk to W. Peachtree St. and turn right. Restaurant is on the left. 400 W. Peachtree St. Daily featured drink beginning at 5:30pm.

Sweet Georgia’s Juke Joint -(Southern) 404-230-5853 option “1”. Mon-Sat 11am-2pm, dinner 4pm to 11pm, Sun Brunch 11am-3pm; Sun Dinner 11am-Midnight. Walk to the end of the driveway and turn left on Peachtree Center Ave. Walk 3 blocks to Ellis St. and turn right. Restaurant is 1 block on the right. 200 Peachtree St.

Ted’s Montana Grill- (American Cuisine) 404-521-9796. Sun- Thurs 11-10pm; Fri-Sat 11am-11pm. Walk to the end of the driveway and turn left onto Peachtree Center Ave. Walk to the 2 blocks to A. Y. International Blvd. and turn right. Walk 2 blocks to Spring St. and turn left. The restaurant is on the left. 133 Luckie St. @ Spring St.

Terrace on Peachtree- (Organic; Farm-to-Table) 678-651-2770. Bkfst Mon-Fri 6:30am-10:30am & Sat-Sun 7am-11:30am; Lunch Mon-Fri 11am-2pm & Sat-Sun Noon-2pm; Dinner Sun-Thurs 5:30pm-10pm & Fri-Sat 5:30pm-11pm. Walk to the end of the driveway and turn left on Peachtree Center Ave. Walk 3 blocks to Ellis St. and turn right. Restaurant is 1 block on the left. 176 Peachtree St. Drink Specials Mon-Fri 4:30pm-6:30pm

Truva- (Mediterranean) 404-577-8788. Lunch Mon-Fri 11:30am-3:00pm. Dinner Sun 5pm-9pm; Mon-Tues 5pm-9:30pm; Wed-Thurs 5pm-10pm; Fri-Sat 5pm-10:30pm. Walk to the end of the driveway and turn left onto Peachtree Center Ave. Restaurant is 2 blocks on the left. 60 A.Y. International Blvd. *Live music Thurs-Sun beginning at 6pm.

White Oak Kitchen & Cocktails- (Contemporary Southern) 404-524-7200. Dinner 5pm-10:30pm daily. Bar 4pm-11pm daily. Walk to the end of the driveway and turn right. At the corner, turn left on Baker St. Restaurant is 2 blocks on the left. 270 Peachtree St. at Baker St.

LOCAL RESTAURANTS

Options within the Atlanta Marriott Marquis:

SEAR (fire-inspired American restaurant) Breakfast Hours: 6:30am – 11am, last seating for buffet at 10:30am; Lunch Hours: 11:30am – 2pm; Dinner Hours: 5:30pm – 10pm

PULSE (vibrant lounge) Hours: 4:30pm - 1am Nosh and Cocktails

HIGH VELOCITY (sports bars) Hours: 11am – 1am, last call for food at midnight.


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