Program | Insurance Risk Management Forum

7:30 AM – 4:00 PM

Registration open

7:30 AM – 8:00 AM

Continental breakfast Sponsored by Sompo

8:00 AM – 9:15 AM

OPENING KEYNOTE

Woodward on Washington

From inflation and interest rates to consumer spending and labor markets, what do today’s biggest economic trends mean for your business and your customers? Drawing on her extensive experience as a Capitol Hill economist and Wall Street analyst, Joan Woodward will share her economic, public policy and political outlook in this data-driven, fast paced, analytical and nonpartisan presentation. Woodward, executive vice president for public policy at Travelers, will discuss possible outcomes for insurance, tax policy and the broader economy.

• Joan Woodward, President, Travelers Institute, Executive Vice President, Public Policy, The Travelers Companies, Inc.

9:15 AM – 9:45 AM

GENERAL SESSION

State of the market

• Rob Nichols, President and CEO, American Bankers Association

9:15 AM – 9:45 AM

GENERAL SESSION

9:45 AM – 10:00 AM

Break Sponsored by Lockton Companies LLP

10:00 AM – 10:45 AM

GENERAL SESSION

Executive orders and vendor risk: Insurance implications for banks

Recent executive orders raise complex insurance and risk management issues. This session explores how government action can trigger claims under Professional Liability, D&O and other policies, and considerations when managing third-party providers and reputational risks. Additionally, find out how EOs and public investigations create potential exposures.

• John Leonard, Shareholder, Co-Chair, Financial Services, Anderson Kill  
• Alex deLaricheliere, Managing Director, WTW 
• Moderator: Karen Meck, Senior Vice President, Director Corporate Insurance, Santander Holdings USA, INC.  

10:45 AM – 11:00 AM

Break Sponsored by Westfield Specialty Insurance Company

11:00 AM – 11:45 AM

GENERAL SESSION

After the deal: Coverage issues for transactional risks

Financed transactions often rely on reps and warranties insurance (RWI), along with other policies, to cover post-transaction claims arising from varying risks — from tax and environmental issues to key business metrics later proving false or misstated. If you have applicable insurance coverage for the closing and an understanding of how to access it, you can manage the risk. This panel will explore the claims, liabilities and coverage issues that could emerge after a deal closes.

• Anna Rozin, North America M&A Manager, AIG
• Jill Kerxton, Co- Head of Transaction Solutions, AON
• Daniel J. Healy, Partner, Brown Rudnick, LLP
• Moderator: Bhuma Patel, North American Financial Institution Industry Leader, AON
  

11:45 AM – 1:30 PM

Lunch on your own: Time allotted to meet with corporate partners

1:30 PM – 2:15 PM

LEARNING LAB

The enemy without: Managing supply chain risk

Service providers are a frequent source of vulnerability, both in terms of their management of customer data as well as the impact an interruption to the provider’s network can have on their operations. This session provides FIs with practical tips for effective vendor management and enhancing their risk profile in the eyes of Cyber Insurance underwriters.

• David M. Finz Esq., RPLU, Senior Vice President, Alliant  
• David Kruse, Director, Insurance Alliances, Arctic Wolf 
• Karen Meck, Senior Vice President, Director Corporate Insurance, Corporate Services, Santander Holdings USA, INC.

2:15 PM – 2:30 PM

Break Sponsored by Starr Indemnity

2:30 PM – 3:30 PM

Corporate partners leadership panel

• Tom Neufeld, Head of Financial Lines North America, AIG
• Bhuma Patel, North American Financial Institution Industry Leader, AON  
• Eileen Yuen, Managing Director, National Practice Leader - Financial Institutions, Gallagher  
• Jacqueline Quintal, Managing Director, Financial Institutions and Digital Asset Industry Leader, Marsh 
• Trey Martino, Senior Vice President, Head of Financial Institutions, P&C, Zurich
• Daniel J. Healy, Partner, Brown Rudnick, LLP
• Brad Messinger, Head of Financial Institutions and Professional Services and Head of Northeast Region, WTW 
• Kelly Geary, Managing Principal, National Practice Leader Professional, Executive and Cyber Solutions, Insurance Capital Solutions, EPIC
• Sandy Crystal, Executive Vice President, Managing Director – Financial Institutions, Alliant 
• Bill Passannante, Shareholder, Anderson Kill 

3:30 PM

Cocktails and conversations Sponsored by CAC Specialty

5:00 PM – 6:00 PM

Networking reception Sponsored by AON, EPIC, Gallagher, Marsh and WTW | Willis

After a full day of sessions and activities, relax and recharge at our evening reception. Connect with colleagues and friends in a laid-back setting that depicts the vibrant spirit of “The Sunshine State.” Enjoy local flavors, refreshing drinks and great conversation as we wind down and soak up the sun.

7:30 AM – 4:00 PM

Registration open

7:30 AM – 8:00 AM

Continental breakfast Sponsored by Allianz

8:00 AM – 8:45 AM

GENERAL SESSION

The danger from within: Insider threats

Among the most complex risks for FIs are insider threats — malicious or accidental — amplified by remote work and intricate IT environments. Insiders often have legitimate access, making detection difficult and consequences severe.

While IT is essential for identifying anomalies, HR plays a key role in vetting hires and monitoring behavior, and legal ensures compliance. Managing insider risk requires more than technical controls. Cross-functional collaboration and strong internal governance are critical to reducing exposure and enabling effective risk transfer.

• Kelly Geary, Managing Principal, National Practice Leader Professional, Executive and Cyber Solutions, Insurance Capital Solutions, EPIC 
• Gregg Davis, CIPT, AIGP, Managing Principal, Technical Advisory Solutions (TAS) Professional, Executive and Cyber Solutions, Insurance Capital Solutions (ICS) Group, EPIC
• Devon Ackerman, Global Head, Digital Forensics and Incident Response, GCFA, GCFE, CFCE, CDFC, CICP, CCE, LevelBlue
• Moderator: Andrew Weisman, Managing Director, Global Head of Risk and Insurance Management, Morgan Stanley  

8:45 AM – 9:30 AM

GENERAL SESSION

Be proactive in risk management and prevention — or pay the price

As the security landscape for violent attacks continues evolving, so do the available insurance offerings. This presentation covers the merits of a robust risk management framework that works alongside traditional insurance indemnification to provide an overall program that helps clients navigate uncertainty regarding violent attacks and preparing them for a worst-case scenario.  

• Charlie Howard, Managing Director, Crisis Management, Gallagher  
• Justin Priestly, Managing Director, Crisis Management, Gallagher 

9:30 AM – 9:45 AM

Break Sponsored by Canopius

9:45 AM – 10:30 AM

GENERAL SESSION

AI adoption and risk oversight in the banking industry

The rapid evolution and adoption of generative AI across all industries have presented transformative potential — but it is also creating significant risk management gaps. The AI regulatory landscape remains largely undetermined. This session explores the key gaps and risk categories, real-world failures and governance strategies to help enterprises manage potential exposures.

• Kelly Geary, Managing Principal, National Practice Leader Professional, Executive and Cyber Solutions, Insurance Capital Solutions, EPIC
• Dan Healy, Esq., Partner, Brown Rudnick
• Gregg Davis, CIPT, AIGP, Managing Principal, Technical Advisory Solutions (TAS) Professional, Executive and Cyber Solutions, Insurance Capital Solutions (ICS) Group, EPIC

10:30 AM – 10:45 AM

Break Sponsored by Great American Insurance

10:45 AM – 11:30 AM

GENERAL SESSION

Crypto — Pricing digital asset risk

As the regulatory environment continues to evolve and banks offer or consider offering digital asset custody services, there is an opportunity to identify and quantify material risks and insurance program impact — whether custody is being offered in-house or via a third-party institutional custodian.

• Kevin Guillet, Client Exec, Marsh
• Reid Sawyer, Managing Director, Head, Emerging Risk Group, Marsh
• Brad Rustin, Partner and Chair of the Firm’s Financial Service Regulatory Practice, Nelson Mullins

11:30 AM – 1:30 PM

Lunch on your own: Time allotted to meet with corporate partners

1:30 PM – 2:15 PM

GENERAL SESSION

2:15 PM – 2:30 PM

Break Sponsored by Berkshire Hathaway Specialty Insurance

2:30 PM – 3:15 PM

LEARNING LAB

Using data-driven approaches to risk assessment

In an era of abundant data, banks can use advanced analytics and modeling techniques to gain deeper insights into risk profiles and make informed decisions. Explore how banks can utilize data-driven approaches to enhance risk assessment, improve underwriting accuracy and develop tailored insurance solutions. You’ll also learn how to use predictive modeling to anticipate and mitigate potential risks.  

• Morgan Bui, Director of Risk Analytics for North America, AON 
• Moderator: John Truxillo, Executive Director, Insurance Manager, Wells Fargo 

3:15 PM – 4:15 PM

Cocktails and conversations Sponsored by Inigo Limited

4:15 PM – 9:00 PM

Time allotted to meet with corporate partners

9:00 PM – 10:00 PM

Late night Bermuda Markets event

After dinner, join us back at the hotel for a lively late-night reception celebrating the energy of the Bermuda markets! Sip on signature cocktails, enjoy vibrant entertainment, and connect with fellow attendees in a casual, festive atmosphere. This event is the ideal way to cap off the evening with great company.

8:00 AM – 10:30 AM

Registration open

7:00 AM – 8:30 AM

Time allotted to meet with corporate partners

8:00 AM – 8:30 AM

Continental breakfast Sponsored by Aspen

8:30 AM – 9:15 AM

GENERAL SESSION

Comprehensive coverage: Navigating BPL, EPL and beyond in modern banking  

As the financial services industry continues to face regulatory scrutiny, online threats and evolving liability exposures, understanding the full spectrum of insurance coverage available to banks is crucial. This session will dive deep into how banks decide which Financial Lines coverages to purchase, what information assists risk managers in that purchasing decision, and which risks might not be covered under traditional Bankers Professional Liability (BPL) and Employment Practices (EPL) programs. The session will also feature a discussion on common claims scenarios and the policy language that really matters. Gain insight into keeping your bank ahead of exposures before they become costly claims.

• Tom Power, Senior Vice President, Executive Liability Practice, CAC Specialty
• Anthony Tatum, Partner, McGuire Woods
• Daniel Baltz, Senior Director, Corporate Insurance, Synovus
• Moderator: Lisa Drillich, Director, Head of Corporate Insurance, Flagstar Bank

9:15 AM – 9:30 AM

Break Sponsored by Liberty Mutual

9:30 AM – 10:15 AM

LEARNING LAB

Risk transfer versus risk acceptance: A guide to insurance purchasing decisions 

Organizations consider historical losses, financial strength, economic conditions and risk appetite when deciding whether to accept or transfer risk. With many factors at play, risk management experts will advise on evaluating insurable risks and shaping purchasing decisions. Join us to learn, connect and strengthen your approach to effective risk assessment.

• Bruce Plummer, ARM, Senior Vice President, Head of Insurance Services Capitol, Resolution and MRP&A, Northern Trust Services , Inc. 
• John Truxillo, Executive Director, Insurance Manager, Wells Fargo 
• Moderator: Marta Pilch, Vice President, National Underwriting Leader, Financial Institutions | Life Agents/Security Broker Dealers, CNA 

10:15 AM – 10:20 AM

Chair’s closing remarks

11:00 AM – 1:00 PM

Peer exchange luncheon