FOCUS ON INDUSTRYINSURANCE,

BANKING & FINANCIAL SERVICES BOOT CAMP

CENTRAL CONNECTICUT STATE UNIVERSITY

ABBREVIATED AGENDAPlease be sure to complete and hand in your registration form on the first day.

Monday 9:30-Noon Riskonomics 101 Jobs in IFS /Which One is Right for You? RVAC105

Lunch Memorial Hall 2nd Floor

1:00-3:30 Transitioning from College to a Career RVAC105

Tuesday 9:30-Noon The Healthcare Insurance Industry: Financial Reporting and Reform RVAC105

Lunch Memorial Hall 2nd Floor

1:00-3:30 CPCU – What’s in it for U?! RVAC105

Wednesday 9:30-11:00 Turning Strategies into Action: New Directions in Technology and Careers in Banking & Financial Technology RVAC 105

11:00-Noon Overview of Money Centered Banking and Brokerage RVAC 105

Noon-1:15 The Future of Banking in the State of Connecticut Lunch Keynote Banking Commissioner Howard Pitkin Constitution Room - Memorial Hall

1:30-3:30 An Overview of the IBS Initiative: Building Your E-portfolio RVAC 003/004

3:30-5:00 Networking Session Connecticut Room - Memorial Hall

Thursday 9:30-Noon Evolution of a Health Services Company from an IT Perspective RVAC105

Lunch Memorial Hall 2nd Floor

1:00-3:30 Insurance Underwriting - A New Frontier RVAC105

Friday 9:30-noon Commercial Credit and Lending Banking Panel

Please be sure to complete an evaluation form and sign the final attendance sheet.

FOCUS ON INDUSTRY Insurance, Banking and Financial Services (IBFS)

2014 Boot Camp Agenda

PLEASE COMPLETE REGISTRATION FORM AND TURN IN TODAYTWICE DAILY SIGN IN AND A FINAL EVALUATION FORM IS REQUIRED

TO OBTAIN A CERTIFICATE OF COMPLETION

MONDAY – AUGUST 18 ALL SESSIONS – RVAC105

9:30-10:45 Opening Remarks Dean Patricia Root and Professor Michael Gendron

Riskonomics 101 Opening Keynote Curtis Wiggins, Vice President, First Investors Corporation

10:45-Noon Jobs in IFS / Which One is Right for You?

The insurance and financial services (IFS) industry in Connecticut, the Insurance Capital, boasts a diverse spectrum of opportunities for those seeking rewarding careers. Employees of IFS - numbering more than 110,000 - innovate, design and articulate new products, services and enhancements to the customer experience each day. From the technically inclined, financial and analytical paths to sales and distribution or communications and marketing, careers in IFS showcase Connecticut’s highly educated workforce. Common among the IFS specializations is the need for strong communication and interpersonal skills as well as leadership ability to support the technical aptitudes necessary to succeed.

Michael Klein, Co-President, Business Insurance and President, Middle Market - Travelers James Bedard, CFO-COO, Northeast Region, United Healthcare Susan Winkler, Executive Director ,Connecticut IFS Cluster

Noon-1:00 Lunch Memorial Hall 2nd Floor – Supported by Travelers Insurance 1:00-3:30 Transitioning from College to a Career Students will learn about • Personal branding • First day, First week, First month, First six months, One year • Relationships

For many students seeking an internship or fulltime opportunity, the time leading up to the internship or college graduation and the start of a first job is often chaotic and stressful. In all discussions with students or soon to be recent college graduates, we will share the keys to making a successful transition from life as a student to life as a productive intern or employee. Understanding these issues and being prepared for them before they occur should help them make a smoother transition.

Norma Ortega, Manager, University Relations, Travelers Companies, Inc.

TUESDAY – AUGUST 19 ALL SESSIONS – RVAC105

9:30-NoonThe Healthcare Insurance Industry: Financial Reporting and ReformDuring this session, you will get a close-up view of the daily tasks/challenges facing a controller and accounting manager within a controllership area at UnitedHealthcare. You will also be introduced to key GAAP accounting concepts within the healthcare industry, as well as learn critical Affordable Care Act facts through a Jeopardy-style game.

Kevin Pigeon, Director of Accounting, UHC National AccountsAnne Kan, Accounting Manager, UHC State Assessment Team, United Healthcare

Noon-1:00 Lunch Memorial Hall 2nd Floor – Supported by Travelers Insurance

1:00-3:30 CPCU – What’s in it for U?!

Four Letters that spell a very highly recognized insurance designation that provides an “admission ticket” to insurance industry careers.

Jon Gice, 2nd VP WC Underwriting & Product, Travelers Companies, Inc., CPCU Chapter President

WEDNESDAY – AUGUST 20 MORNING – RVAC105

AFTERNOON RVAC003/004 NETWORKING SESSION CONNECTICUT ROOM, MEMORIAL HALL 9:30-11:00 Turning Strategies into Action New Directions in Technology and Careers in Banking & Financial Technology

Michael Nicastro, Senior Vice President & Chief Marketing Officer, COCC

11:00-Noon Overview of Money Centered Banking and Brokerage

Chris Griffin, Executive Director, JP Morgan Private Bank

Noon-1:15 Lunch Constitution Room - Memorial Hall The Future Of Banking In The State Of Connecticut Keynote Banking Commissioner Howard Pitkin Sponsored by American Savings Foundation

1:30-3:30 An Overview of the IBFS Initiative - Building your e-portfolio and LinkedIn The Focus on Industry Initiative it built on a set of industry developed competencies, and the e-portfolio. In this session the competencies, e-portfolio, and ways to develop artifacts are discussed. You will setup your initial e-portfolio, and develop a LinkedIn presence.

Professor Gendron and the CCSU IT Department

3:30-5:00 Networking Session – Sponsored by the IFS Cluster

THURSDAY – AUGUST 21 ALL SESSIONS – RVAC105

9:30-Noon Evolution of a Health Services Company from an IT Perspective

With the recent changes in the healthcare industry, Cigna has developed a new brand identity that closely aligns with our strategy (Go Deep, Go Global and Go Individual) and our mission (to help the people we serve improve their health, well-being and sense of security). It appeals to an essential sense of individuality. It is our promise to our customers, as well as to members of the Cigna team, that we will support and nurture each individual’s unique strengths to help them achieve their full potential. During this session, you will learn how IT has become a key driver to enable their core business strategy.

James Wernicki, Technical Support Director - Cigna Amy Yanosy, Architecture Manager, Katelyn McCoy, IT Audit Sr. Specialist Michael Cavallaro, App Dev Specialist Noon-1:00 Lunch Memorial Hall 2nd Floor, Supported by COCC

1:00-3:30 Insurance Underwriting - A New Frontier

At the end of the seventeenth century individuals interested in protecting their voyages or investing in such voyages gathered at Edward Lloyd’s coffee house on Lombard Street near the Royal Exchange in London. Mutual contracts of insurance against the perils of the sea were arranged. Those insuring a voyage became known as underwriters. Learn about how insurance underwriting has evolved and how cognitive technology can help underwriters use data to make better decisions.

Cheryl R. Constantine, CPCU, Director, International Underwriting - TravelersJohn Franzis, CPCU, Associate Partner, Watson Transformation - IBM

FRIDAY – AUGUST 22 ALL SESSIONS – RVAC105

9:30-10:30 Commercial Credit and Lending

This session will cover the field of commercial lending, covering the following: • Defining the field and discussing its importance to banks’ balance sheets. • Roles and responsibilities of various positions within lending and career opportunities for each. • Basics of commercial credit and the process for analyzing a loan request. • Various loan types and examples of “good loans” and “bad loans”.

Jayne Kelly, Senior Vice President of Commercial Loans, ION Bank, Sponsor of the E-Portfolio

10:30-Noon Banking Panel In this final Panel Discussion, Banking will be reviewed. Each member will give a 15-20 minute introduction, and then there will be a question and answer session.

Kevin Cocchiola, First Vice President Branch Administration, People’s United Bank Kevin E. Flaherty, Senior Vice President, Webster Bank John Holt, CEO/President of Nutmeg State FCU Jayne Kelly, Senior Vice President of Commercial Loans, ION Bank

BOOT CAMP IS OVER – PLEASE BE SURE TO TURN IN YOUR EVALUATION FORMS AND SIGN THE FINAL ATTENDANCE SHEET.

FOCUS ON INDUSTRYInsurance, Banking, Financial Service (IBFS) Competencies Based E-Portfolio

The e-portfolio is based on three major areas: 1) Academic, 2) Technical and 3) Professional. The list below shows the competencies by area that were identified by the IBFS industry. As you create your e-portfolio each artifact should be placed in the correct competency area, and named appropriately so it is easy to find. The purpose of the portfolio is so your competencies can be documented using representative artifacts. These competencies represent what industry leaders have told the CCSU School of Business they desire in high-value new hires and are composed of skills, knowledge and general competencies.

ACADEMIC COMPETENCIES• Industry Knowledge • Banking & Insurance “101” – knowledge of basic industry practice and theory • Regulatory environment • Regulatory history • Securities Act of ’34 • Sarbanes Oxley • Dodd Frank • Current federal and state laws • Current and historical trends • Firms in the industry • Current economy & industry • Different financial services/products and activities within industry • Major-specific knowledge applicable to the industry • Definition of careers/occupations and career paths in industry• Critical Thinking• Analytical Skills • Problem solving • Real business cases • Business plan for self • Executive in residence • Enterprise risk management• Creativity-Innovation • Creating new financial services product• Writing Skills • Writing proper grammar

TECHNICAL COMPETENCIES• Computer/Database Management Skills • Excel • Pivot tables • SQL • Access • PowerPoint • Project Management software

• Professional Organization Membership & Certification Pursuit • CPCU • PLUS • CFA • Series 6, 7, 63

PROFESSIONAL COMPETENCIES• Communication Skills • Personal communication of value • Communicative flexibility – ability to adjust communication style to fit the audience • Ability to “pitch an idea” • Listening skills • Presentation skills • Interviewing skills • Networking skills • Traditional • Social Media• Workplace Skills • Project management • Time management • Portfolio management experience • Initiative • Extra-curricular involvement • Team work skills • Matrix management • Ethics • Personal accountability • Leadership skills • Conflict management/resolution • Self-awareness • Multi-tasking • Internship/coop experience • Emotional Intelligence

The rule of thumb is that (1) the artifact goes in the appropriate competency area (or more than one) and (2) the artifact name indicates the competency you are documenting.

Examples: 1) In the Academic Area you might include an artifact titled “Industry Knowledge; Regulatory Environment; History; Sarbanes Oxley” the artifact might be a certificate from a course you took or a paper you wrote on this topic that you did well on 2) In the Technical Area you might include an artifact titled “Computer; Access” and include a statement about a course you took in Access, the grade you got and a summary of what you learned in the course. 3) In the Professional Area you might include an artifact titled “Workplace Skills; project management” the artifact might be a statement that took a project management class, got a B+ and did a certain project.

The Griffith Foundation congratulates the students that

successfully complete the Focus on Industry Insurance, Banking,

and Financial Services Boot Camp.

Student Professional AdvancementFall 2014 Speaker Series

Thursday afternoons from 3:00 - 4:30Robert C. Vance Academic Center Room 105

The Student Professional Advancement (SPA) speakers series is designed give students an edge in the job market.

During these sessions, students will gain knowledge and skills to help them succeed.

The Fall 2014 schedule can be found at: www.ccsu.edu/spa

Participants include

CENTRAL CONNECTICUT STATE UNIVERSITY