|MONDAY, SEPTEMBER 13, 2021|
|8:00 am – 9:15 am||Breakfast|
|9:30 am – 9:45 am||Welcome and Opening Remarks
Lilian Morvay, CEO IBDC-RIAC
|9:45 am – 10:15 am||Litigation Team Collaboration for Maximum Impact
Andrew Daniel, Director – Bates Group
Ellen Slipp, ES Mediation Services
Atea Martin, VP Underwriting Berkshire Hathaway Specialty Insurance
Derek Anderson, Partner -Winget Spadafora & Schwartzberg
|10:15 am - 10:45 am||Claims Involving Life Insurance Impacting Life Agents and Broker Dealers
Sam Cohen and Gerry Kowalski, Marshall Dennehey Warner Coleman & Goggin Partners
|10:45 am - 11:15 am||Cryptocurrency
Brian Nally Reminger – Partner
|11:15 am - 11:30 am||Coffee Break|
|11:30 am – 12:00 pm||Supervision of Outside RIAs
Michael Schwartzberg, Founding Partner - Winget Spadafora & Schwartzberg
Ben Biard, Partner - Winget Spadafora & Schwartzberg
|12:00 am – 12:30 pm||GPB Class Action and Arbitration Update
Stephen Huschka, Founding Partner - Kessler Collins
Bryon Romine, Partner - Kessler Collins
|12:30 pm - 2:00 pm||Lunch Somerset Chapel
|2:00 pm – 2:30 pm||Premium Financing: What is it and should you allow your agents to engage in it?
Chad Weaver, Partner - Freeman Mathis & Gary
|2:30 pm - 3:30 pm||Alternative Products: How to best protect yourself from Yourself
Gary Saretsky and Partner Jonathan Sterling Saretsky Hart Michaels + Gould-Founding Partner
Mickey Wright, Lloyd, Gray, Whitehead & Monroe
|3:30 pm – 3:45pm||Coffee Break|
|3:45 pm – 4:15 pm||Are you ready for your Reg BI Audit?
Scott Sherman, Dan Newman & James Rollins Nelson Mullins Partners
|4:15 pm – 4:45 pm||FINRA Hot Topics
Gregg Breitbart Kaufman Dolowich & Vlouck Partner
|4:45 pm – 5:15 pm||Cannabis in the United States in 2021
Chris Parrington Kutak Rock – Partner
|7:00 pm - 9:00 pm||Cocktails and Dinner|
|TUESDAY, SEPTEMBER 14, 2021|
|7:30 am – 8:45 am||Breakfast
|9:00 am – 9:30 am||Risk Transference and Financing Alternatives including a discussion about Captives as alternatives to traditional E & O Insurance
Brian Cavanaugh & Jack Jennings, Willis Towers Watson
|9:30 am – 10:30 am||When Dolphins Attack: Lessons learned from litigation and regulatory blunders
D'Amura & Lydia Zaidman D'Amura and Zaidman Partners
Kamran Fotouhi Capital Forensics
|10:30 am – 10:45 am||Coffee Break|
|10:45 am – 11:15 am||CyberSecurity – Has your firm created necessary cybersecurity protocols and are these protocols being complied with? How insurance companies are challenging insureds on claim payments.
Ed Barkel & Hilary Wells Lewis Roca
|11:15 am – 11:45 am||Advisor recruiting and on-boarding issues: How to avoid violating Reg S-P
Nancy Hendrickson and Ted Peters O’Hagan & Meyer
|11:45 am – 12:15 pm||Environmental Conservation Easements and SPACs
Barry Temkin Mound Cotton
|12:15pm - 12:45 pm||Industry Trends & Best Practices: Understanding Alternative Investments.
Sherri Cooke & Mike Kell iCapital
|12:45pm - 1:00 pm||Closing Remarks
Lilian Morvay, CEO IBDC-RIAC
|1:00 pm – 5:00 pm||Afternoon Activity|
|7:00 pm – 10:00 pm||
Cocktails – Dinner
Montage International is committed to putting the safety and security of our guests, residents and associates as our number one priority. At Montage International, we have always taken great pride in our highly personalized approach to hospitality as well as our attention to detail and service. We have now taken this same level of commitment and applied it to enhancing our already stringent health and safety protocols to ensure compliance with the highest standards and certifications.
All Montage International locations have implemented an enhanced prescriptive Health & Safety protocol program that was designed in collaboration with guidance from the Centers for Disease Control and Prevention (CDC) as well as from leading experts in their respective fields.
Guests should review state and local governmental orders and guidance to confirm eligibility to travel to and stay at a Montage International resort or hotel. Please click on the following link to review current guidance: montageinternational.com/traveler-guidance/. Any guest bookings that are not permitted will not be honored.
At the Resort
For Our Guests
Arrival & Check Out
Spa Montage and Fitness Centers
Implementation of these health and safety enhancements is already underway across the Montage International portfolio, as we prepare for the re-opening of our hotels and resorts through May and June 2020.
This unique property has several individual cottages and homes available for your stay during the IBDC annual risk management conference. We were successful in negotiating a discount for the cottages and homes. However, given the wide variety of options available, please check with the resort to confirm the per night rate.
All reservations are to be confirmed with the resort no later than Friday, August 21. Any cancellations after this date will be subject to the resort's cancellation policy.
We will not be charging your credit card for the registration fee to attend the conference until 30 days prior to the conference, and once it has bee confirmed that there are no Covid-19 restrictions in place. We understand that this is a situation that we much watch closely and we will respond rapidly.
We value your input and would like to hear from you. Feel free to reach out to the appropriate contact based on your questions or suggestions.
Registration Contact: Louis Grant
Curriculum, Speakers and Sponsorship: Lilian Morvay
Conference information: Annette Barron
Hotel Accommodations: Montage Hotel
Know Before You Go
Attire: Business Casual or Resort Chic
Climate: Daytime highs in the low 80s with evening temperatures in the high 60s
Sponsors: See below for shipping instructions:
Shipping instructions: The following information must be included on all packages to ensure proper delivery:
a. Conference Name: IBDC
b. Client’s Name: Lilian Morvay
c. Date of Function: September 12-15, 2021
d. Montage Palmetto Bluff
477 Mount Pelia Road
Bluffton, SC 29910