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Course Information


Program: CRM
Event: Financing of Risk
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 259
Start Date: Nov 30, 2020
End Date: Dec 03, 2020
Exam Start Date: Dec 08, 2020
Exam End Date: Dec 10, 2020
Price: $430


*CE Hours vary by State

Accommodations


Instructor Led Online Course
Nov 30, 2020


Instructor Led Online, WB 78731

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Nov 30, 2020 13:30-14:00
Risk Financing Fundamentals Nov 30, 2020 14:00-16:00 Ric Burwell
CPCU, ARM, MBA
Join Webinar Nov 30, 2020 17:30-18:00
Risk Financing Program Decision Making Nov 30, 2020 18:00-20:00 Ric Burwell
CPCU, ARM, MBA
Join Webinar Dec 01, 2020 13:30-14:00
Methods for Risk Financing Dec 01, 2020 14:00-16:00 Ric Burwell
CPCU, ARM, MBA
Join Webinar Dec 01, 2020 17:30-18:00
Methods for Risk Financing (continued) Dec 01, 2020 18:00-20:00 Ric Burwell
CPCU, ARM, MBA
Join Webinar Dec 02, 2020 13:30-14:00
Risk Financing Team Dec 02, 2020 14:00-16:00 Michael T. Scott
CPA, CRM, CPCU, CLU, ChFC, ARM, AU, AMIM, FLMI, ARe, AIC
Join Webinar Dec 02, 2020 17:30-18:00
Risk Financing Team (continued) Dec 02, 2020 18:00-20:00 Michael T. Scott
CPA, CRM, CPCU, CLU, ChFC, ARM, AU, AMIM, FLMI, ARe, AIC
Join Webinar Dec 03, 2020 13:30-14:00
Alternative Risk Transfer Dec 03, 2020 14:00-16:00 Michael T. Scott
CPA, CRM, CPCU, CLU, ChFC, ARM, AU, AMIM, FLMI, ARe, AIC
Join Webinar Dec 03, 2020 17:30-18:00
Alternative Risk Transfer (continued) Dec 03, 2020 18:00-20:00 Michael T. Scott
CPA, CRM, CPCU, CLU, ChFC, ARM, AU, AMIM, FLMI, ARe, AIC

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Michael T. Scott | Bio


Michael T. Scott is an attorney at Allison & Mosby-Scott where he heads the firm's Business Law practice and serves as President of Allison & Mosby-Scott Risk Management, the firm's risk management consulting practice. Michael's practice areas include business and commercial litigation; business organization and transactions; mergers and acquisitions; ERISA; contracts; and captive insurance company taxation, formation and regulation. Michael leverages his 25 years of legal experience and his unique skills as a strategic thinker and problem solver to help clients solve complex legal and risk management issues and to achieve their strategic goals. Prior to joining the firm, Michael was Vice President, Insurance & Risk Management at Archer Daniels Midland Company (ADM) and President and General Counsel of Agrinational Insurance Company, the captive insurance company of ADM. Under his leadership Agrinational became one of the most admired captive insurance companies in the world. Agrinational was named the 2012 Captive Insurance Company Association Outstanding Captive award winner as well as the 2012 World Captive Forum Award of Excellence winner. Agrinational was also one of the first companies to receive Department of Labor approval to reinsure US employee benefits. Michael also has extensive experience in business formation, M&A, regulation and risk management. He oversaw the acquisition of a crop insurance MGA, its growth to $500 million of gross written premium, and ultimately its sale for a gain of $120 million. He was also responsible for the formation and operation of an Illinois captive insurance subsidiary and the acquisition and operation of an Arizona insurer licensed in 42 states. Michael is a frequent speaker on risk management, insurance, and captives and is a published author who has served on many boards. He served as a Director and member of the Audit Committee of United Insurance Company, a Cayman Island insurer, served on the Chubb and Swiss Re Client Advisory Panels and currently serves as a Director for the Captive Insurance Companies Association. He has also served in leadership roles at the American and Illinois State Bar Associations. Prior to his time at ADM, Michael served as a corporate attorney for State Farm Insurance Companies in Bloomington, Illinois. In addition to being licensed to practice law in the States of Illinois and Vermont, Michael holds the CPA, CRM, CPCU, CLU, ChFC, FLMI, ARM, ARC, AIC, AMIM, ARe, AIAF, AU, and CGMA designations. He is a graduate of the University of Illinois and Southern Illinois University School of Law.

Ric Burwell | Bio


Ric Burwell is an instructor of Insurance and Risk Management in the College of Business Administration at California State University, Sacramento. Previously he was director of pool administration with risk management and claims administration services firm Sedgwick, specializing in self-insurance pooling for government agencies, where he managed a primary workers' compensation pool of California housing authorities as well as an excess liability pool comprised of cities and special districts. Prior to joining Sedgwick in 2016, he was the construction practice leader for the San Francisco and Sacramento offices of Willis. Ric brings both breadth and depth of insurance and risk management experience to teaching. In earlier stages of his career, he was a claims adjuster for Travelers and a marketing representative and a commercial casualty underwriter for Fireman's Fund. Later developing risk management as a focus, he served as the risk manager of a mid-sized, publicly traded family entertainment corporation; a government self-insurance pool; and a large infrastructure contractor. Ric brings practical experience in many disciplines, including insurance, self-insurance, surety bonding, risk transfer, risk financing and claims and litigation management. Ric is a graduate of UC Santa Barbara and received his MBA at CSU Sacramento. He has taught numerous regional and national workshops and classes, including Associated General Contractors (AGC), Public Agency Risk Managers Association (PARMA), Risk and Insurance Management Society (RIMS) and IRMI's Construction Risk Management Conference. He is a licensed property-casualty broker in California.

Richard G. Rudolph | Bio


Dr. Rudolph earned a BS in Accountancy from the University of Illinois-Urbana, where he also studied international monetary theory and insurance and risk management in graduate school. He attained his MBA in 1988 and his Doctor of Philosophy in Business Administration in 1989, specializing in insurance and risk management. During his active working career, Rich worked from 1972 to 1990 in local, regional, and national insurance agencies and brokerages, 1990 to 1992 as president of a wholesale broker firm, and from 1992 through 2012 as an independent risk management consultant. Positions held included account executive, health insurance manager, package underwriter, workers compensation underwriter, director of risk management consulting, director of training and education, director of communications, and director of internal quality assurance. In 2003, he joined The National Alliance faculty specializing in risk management and later became an educational consultant. Rich is the principal editor of The National Alliance Research Academy's Risk Management Essentials Handbook, and the author of Net Income Risk Management. In 2015, the Research Academy published his A Tedious Brief History of Insurance for the benefit of the Jerry Montgomery Memorial Scholarship Fund. Rich has written nearly 100 articles that have been published in the insurance trade press and newspapers, and professional journals, including Resources. He has also edited numerous insurance text books and study materials for various providers of insurance education. He has been leading insurance and risk management courses since 1981. In 1996, he was the first recipient of the American Institute for Chartered Property Casualty Underwriters/American Institute of America's Jack F. Derrickson Award for Outstanding Course Leadership, was listed on the American Institute's National Registry of Course Leaders and was recognized by the CPCU Society as a Distinguished Instructor. In April 2006, he was the first recipient of the Richard A. Gerrond Memorial Award recognizing commitment to professionalism, education, and ethical behavior presented by the CPCU Loman Foundation. He also served on the CPCU Society's Research Activities Committee and Ethics Committee. In October 2013, Rich was named to The National Alliance CRM National Faculty in recognition of presentation excellence and contributions to the CRM curriculum.

William C. Toll | Bio


Bill Toll is President of Bill Toll & Associates, Inc., an organization specializing in insurance and risk management education and professional development, located in Austin, Texas. He is a National Faculty member for the Society of CIC, and serves as educational consultant at CIC Institutes, CRM Courses and Ruble Seminars across the country. Prior to forming his own firm, Bill worked with The National Alliance for Insurance Education & Research, headquartered in Austin, Texas. There he was one of the developers of the Growth and Performance Standards (GPS) study which is now the leading source of benchmark agency performance data in the country. He continues to help with several areas of the work of The National Alliance, and the National Alliance Research Academy. Prior to joining Tthe National Alliance, Bill worked with Safeco and Fireman's Fund insurance companies, and through these two carriers, and the National Alliance, he has worked with hundreds of independent agencies throughout the United States in such areas as strategic planning, staff organization and stratification, producer compensation, workflow management, and general management. Both his agency and company experience provide unique perspectives to his present work in the field of education. He is proud to be developing and distributing information with immediate and practical value to insurance and risk management professionals. Bill earned a degree in finance and accounting, and received his CIC designation in 1984.