Conference Schedule

Date Event Track Description Time Room
Date Event Track Description Time Room
9/14-Sat Student registration Registration Student registration for Saturday classes. 1:30 - 2:00 PM Marina Hallway
9/14-Sat Surplus Lines Fundamentals Class Surplus Lines SILA is providing a four-hour classroom training class covering Surplus Lines fundamentals that includes Surplus Lines terms and definitions, players in the surplus lines market, the role of the Surplus Lines Associations, and Surplus Lines licensing and tax reporting requirements. Pre-registration and additional fee required. Pre-registration and additional fee required2:00 - 6:00 PM Marina 5
9/15-Sun Student registration Registration 7:30-8:30 AM Marina Hallway
9/15-Sun Producer Licensing Basics Class LHVPC This course will cover the fundamentals of producer licensing, such as licensing terminology, regulatory processes, and producer/carrier requirements. The agenda will cover some of these topics: Introduction to Insurance Licensing, Licensing Individuals, Maintaining a License, Variable Licensing, Licensing Agencies and Legalities. Pre-registration and additional fee required. 8:00-12:00 PM Marina 3
9/15-Sun Adjuster Licensing Advanced Class Adjuster Do you have knowledge about adjuster licensing, but need help understanding how to apply the information? This course will address common issues of both staff and independent adjuster licensing, such as: obtaining a designated home state license when your resident state does not require a license, developing a licensing strategy for adjusters as well as practical ways to expedite the licensing process through practical application case study scenarios. The content will cover an introduction/review of adjuster licensing, tools and resources, and problem solving through case study scenarios. PREREQUISITE: Student must complete the SILA Adjuster Licensing Basics course (class or online) prior to attending this class. An exemption will apply for students who provide proof of holding a minimum of three years’ adjuster licensing experience. Pre-registration and additional fee required. 8:00-12:00 PM Marina 4
9/15-Sun Surplus Lines Advanced Class Surplus Lines The Surplus Lines Advanced class will discuss state filing requirements, the NRRA when determining Home State, the FL Clearinghouse, OPTins and more. Don’t get panic-stricken…take action and join us at the SILA Conference for the Surplus Lines Advanced Class. PREREQUISITE: Student must complete the SILA Surplus Licensing Fundamentals course (class only) prior to attending this class. An exemption will apply for students who provide proof of holding a minimum of three years’ surplus lines experience. Pre-registration and additional fee required. 8:00-12:00 PM Marina 5
9/15-Sun Exhibitor Meeting General This meeting is for the Exhibitors to provide an overview of conference exhibit activities, meet exhibit service provider and hear set-up, tear-down instructions. 10:00-11:00 AM Pavilion
9/15-Sun Conference Registration Registration Conference registration opens for attendee registrations 12:00-6:00 PM Grande Foyer
9/15-Sun New Attendee Orientation General SILA extends a special recognition and welcome to attendees who are attending the National Education Conference for the first time. This session will provide new attendees with an introduction to the ins and outs of the many great opportunities to learn from and ways to network with peers in the industry both during the conference and throughout the year. Come and learn how to get the most out of the conference venue. 1:00-2:00 PM Harbor Island 1
9/15-Sun Financial Fraud - it could happen to you or your company! General In today’s world it is important to ensure the safety of your financial footprint. Fraud can happen to anyone at any time, including individuals, small companies, investors, large companies and government agencies.  Insurance, securities and banking sectors are not immune!  This course is designed to provide an overview of the different types of fraud that can occur in the financial world, and will provide insight on what recourse you and your company might have if it happens to you. Pre-registration and additional fee required. 1:00-3:00 PM Marina 3
9/15-Sun Front Line Fraud Prevention General Get relevant and real-world information about the ongoing problem of insurance fraud, paying particular attention to the important role that insurance professionals play in detecting and preventing fraudulent behavior on the front line. Pre-registration and additional fee required. 1:00-3:00 PM Marina 4
9/15-Sun Exceeding Customer Expectations General In this day and age, customers have more options than ever before. What makes your organization exceptional?  Why should a customer choose you?  In this course, we will discuss the importance of customer service and the impact it has on the customer and your organization.  Let’s get back to the basics.  We will discuss how our body language affects customer service, how to choose our words wisely & how to communicate with a challenging customer.  Other topics include how important it is to measure results of service and how to manage our stress. In an ever changing and evolving business, one thing remains the same.  When serving the customer is the foundation of your business/vision/organization, you have a strong foundation to stand on.  
Pre-registration and additional fee required.
1:00-3:00 PM Marina 5
9/15-Sun Protecting Senior Investors General This class focuses on areas to protect senior investors from financial exploitation and vulnerabilities. Topics include:
  • Senior Investors
  • Vulnerable Adults
  • Senior Suitability
  • FINRA Rules
  • Consequences of Violating the Rules

Pre-registration and additional fee required.

1:00-3:00 PM Marina 6
9/15-Sun Regulator Only Meeting General This session is reserved for regulators to cover regulator-specific topics. 2:00-3:30 PM Harbor Island 2
9/15-Sun NASAA Task Force General Margie Webber, Chair, is calling a special meeting of the NASAA Task Force members 2:00-3:00 PM Seabreeze 1
9/15-Sun SETS Subgroup Meeting General Barb Gavitt, Chair, is calling a special meeting of the SILA Education & Training Subgroup members. 3:00-3:30 PM Seabreeze 2
9/15-Sun Speakers Only Meeting General This session provides speakers, moderators and panelists with session updates and an overview of the room and AV set-up. It is a great time to meet the individuals who are on a panel with you. Final presentation changes can also be communicated at this session. 3:30-4:00 PM Harbor Island 1
9/15-Sun Exhibitor Fair & Welcome Reception General The Exhibitor Fair and Welcome Reception is the official start to the 2018 SILA National Education Conference. Come and meet other SILA attendees and discover products and services that are available to licensing professionals. 3:00-6:00 PM Pavillion
9/16-Mon Breakfast & Exhibitor Fair Break Breakfast open for all attendees. Continue visiting with the Exhibitors and play the Exhibit Game for more chances to win fabulous prizes! 7:00-8:00 AM Pavillion
9/16-Mon Conference Registration Registration Conference registration open for attendee registrations. 7:00-8:00 AM Grande Foyer
9/16-Mon General Session Opening General Come and experience the opening of the 2019 SILA Conference with entertaining and educational topics that will keep your interest. 8:00-8:45 AM Grande Ballroom
9/16-Mon Personal Development Speaker: Live Your YOUlogy for Success! General

Do you want to be empowered to achieve more by rediscovering, recharging, and rebooting your passions to unleash more profits, higher productivity and greater performance?  Then plan to attend to hear what Red Katz, entrepreneur and professional speaker, will share regarding the keys to building resiliency to help overcome real-world challenges with real-world strategies. No theory, no fluff, and no filler. 

The possibilities are endless when you learn how to tap into and utilize unique passions in your everyday activities. Learning skills, like how to react in positive ways that encourage growth rather than shutting down at the first sign of adversity, or how to accept change with open arms, apply to every facet of life, both in and out of work. Red will teach us how to cultivate easily-neglected but basic skills in a way that lets people find answers within themselves, allowing for not only a new understanding of how to identify and pursue our passions, but also an incredible sense of self-fulfillment that enriches all aspects of life.

8:45-9:45 AM Grande Ballroom
9/16-Mon Morning Break Break 9:45-10:00 AM Grande Foyer
9/16-Mon Regulator Exchange (3 segments) LHVPC The ever-popular Insurance Regulator sessions return again. Regulators will share relatable experiences that industry can learn from, and then move on to answering the selected Hot Topic questions that YOU, the SILA membership, have submitted. Come listen as the regulator panel provides their perspective on the selected topics. 10:00-12:00 AM Grande Ballroom
9/16-Mon FINRA Operations & Qualifications Update Securities Senior staff from FINRA’s Registration and Disclosure Department will provide updates to its enhanced financial public records review as well as other developments. In addition, FINRA will discuss enhancements to its operational processes including protecting personal and confidential information, upcoming changes to CRD Accounting Reports, Continuing Education transformation, and the qualifications principal level exam restructure. Come to this session to get updates on what’s going on and ask your questions to senior experts from FINRA. 10:00-12:00 PM Harbor Island 3
9/16-Mon Lunch Break Lunch open for all attendees. Continue visiting with the Exhibitors and play the Exhibit Game for more chances to win fabulous prizes! 12:00-1:15 PM Pavillion
9/16-Mon Open Forum - Avoiding the Maydays of Agency Licensing LHVPC In the Agency open forum join us in a discussion of licensing challenges we face. In an ever-changing environment where transparency is a must, we need to learn to stay above board in licensing and compliance. 1:15-2:15 PM Harbor Island 1
9/16-Mon The Impact of Technology on Insurance and Securities Distribution General Learn how technology is changing the way insurance and securities are distributed. The focus of the session will be on how technology can improve the agent/advisor experience and efficiency, as well as how to better enable success across distribution channels, all with improved compliance. A panel of technology professionals will share their insights for near and longer-term advances. Audience participation is encouraged through questions and interactive polls. 1:15-2:15 PM Harbor Island 2
9/16-Mon Basic Training: Back to Producer Licensing Basics, Part 1 LHVPC We will take you back to the basics of producer licensing from a carrier perspective. We will find the common course from pre-licensing through licensing, then on to the basics of appointments and terminations. Hear from industry experts as we break it down to basic definitions and best practices. We will take a dive into the Producer Licensing Model Act (PLMA) and discuss uniformity with regard to these processes and identify some of the state to state differences that should be on your radar in order to successfully navigate the channels. If you are newer to the industry, this is the session for you. 1:15-2:15 PM Nautilus 2,3
9/16-Mon Navigating the Choppy Waters of Adjuster Licensing Adjuster This session will help you chart a course to avoid common mistakes that can capsize your adjuster licensing experience. Come aboard and take part in a discussion with regulators and vendors to hear the scuttlebutt regarding issues that can cause adjuster licensing to be set adrift. After learning the common mistakes and issues, take a new tack and sail your adjuster licensing ship into smooth waters.  1:15-2:15 PM Nautilus 4,5
9/16-Mon Insurance Fraud Trends & Hot Topics   General Come and explore how the National Insurance Crime Bureau (NICB) works with the industry and law enforcement agencies to combat insurance fraud and theft. 1:15-2:15 PM Harbor Island 3
9/16-Mon Afternoon Break Break 2:15-2:30 PM
9/16-Mon All Hands on Deck - Open Forum – Carriers LHVPC Are you adrift in a sea of licensing challenges?  Have you run aground a rocky shore of problems you can’t seem to break away from?  All hands on deck for a highly interactive open forum session for carriers.  You’ll have the opportunity to discuss common issues, receive suggested approaches to overcome everyday challenges, share best practices, interact with industry peers and expand your professional network.   Through open discussion and active collaboration, you’ll be ready to set sail for tranquil seas and reach new horizons. 2:30-3:30PM Harbor Island 1
9/16-Mon Pass Rates, Ho! LHVPC Locating first time pass rates for licensing exams can be as hard as spotting a mermaid. Are pass rates important? Why? What variables impact a person’s ability to pass an exam? What are the main data indicators – Line of authority? PLE required? Method of preparation? Test administrator? Something else? A panel of regulators, test administrators, education providers and industry will discuss all the important factors and identify best practices for collecting and making sense of the data. 2:30-3:30PM Harbor Island 2
9/16-Mon Basic Training: Back to Producer Licensing Basics, Part 2 LHVPC Let’s steer the ship in a new direction and talk about the basics of licensing, appointments/ affiliations, designated resident licensed producers (DRLP or DLP) and terminations from an agency perspective. What do you need to know about Continuing Education (CE) for your producers? Learn the lingo of the industry and what it all means. Our industry experts are going to break things down to the basics. If you are newer to the industry and would like to get a better understanding of how all the pieces fit together, this session is for you. 2:30-3:30PM Nautilus 2,3
9/16-Mon Navigating the Waters of TPA Licensing LHVPC Overview of TPA model law definition (vs. varies by jurisdiction); lines of authority requiring TPA licensure in various jurisdictions; overview of documentation and information required by various jurisdictions in order to apply for a TPA license; Virgin Islands’ requirement of TPA licensure. 2:30-3:30PM Nautilus 4,5
9/16-Mon Securities Open Forum Securities Attend this interactive session to network with other Registration/Compliance professionals facing the same challenges as you. Take the opportunity to share experiences and ask questions of your peers. Come with your questions and insights on how to improve the registration process! 2:30-3:30PM Harbor Island 3
9/16-Mon Afternoon Break Break 3:30-3:45 PM
9/16-Mon Around the Country with Regulators and Vendors General This is an informal session designed to meet regulators and address any specific regulator issues that affect your operations. In addition to the regulators, the Testing Providers, NAIC, NIPR, Sircon (Vertafore) and FINRA will be available to answer questions that you have regarding their service and support. The Exhibit booths will again be open to meet and discuss vendor services with the participating exhibitors. 3:45-5:00 PM Pavillion
9/17-Tues Breakfast & Exhibitor Fair Break Breakfast open for all attendees. Continue visiting with the Exhibitors and play the Exhibit Game for more chances to win fabulous prizes! 7:00-8:00 AM Pavillion
9/17-Tues General Session & Designation Recognition General SILA continues its General Session presentations to include its award and designation recognitions. Join us to congratulate these member accomplishments. 8:00-9:15 AM Grande Ballroom
9/17-Tues General Session Segment General To be announced in near future 9:15-9:45 AM Grande Ballroom
9/17-Tues Morning Break Break 9:45-10:00 AM Grande Foyer
9/17-Tues Regulator Exchange (3 segments) LHVPC The ever-popular Insurance Regulator sessions return again. Regulators will share relatable experiences that industry can learn from, and then move on to answering the selected Hot Topic questions that YOU, the SILA membership, have submitted. Come listen as the regulator panel provides their perspective on the selected topics. 10:00-12:00 PM Grande Ballroom
9/17-Tues CRD Reborn and FINRA Digital Transformation Securities You’ve heard about CRD transforming. You’ve heard about the introduction of the Financial Professional (FinPro) Gateway. And you may have heard about FINRA beginning a broader Digital Experience Transformation (DXT). Roll your sleeves up and join FINRA staff with updates on both FINRA and CRD’s new foundation, capabilities, and what’s next. How have the changes impacted you and your firm? What would you like to see different? What would you like FINRA to focus on as the multi-year transformation continues? Bring your ideas, no matter how big or small, and join the interactive conversation where we collaborate on innovation and you contribute to the future vision and delivery of capabilities most important to you. 10:00-12:00 PM Harbor Island 3
9/17-Tues Lunch Break Lunch open for all attendees. Continue visiting with the Exhibitors and play the Exhibit Game for more chances to win fabulous prizes! 12:00 - 1:15 PM Pavillion
9/17-Tues Get Anchored – Open Forum – Education LHVPC Do you feel like abandoning ship when it comes to keeping track of education requirements for all 51 states and jurisdictions? Does it seem like the rules change just when you think you have learned the ropes? Let the SILA Education and Training Subgroup (SETS) be your lifeboat! During this open forum session, we will identify and discuss current prelicensing, product-specific training, and continuing education topics that are impacting the producer licensing education process. Interact and collaborate with your colleagues and regulators as we work together toward solving these challenging issues. You’ll have a chance to share best practices that will help you get (and stay) anchored without any “pier” pressure. 1:15-2:15 PM Harbor Island 1
9/17-Tues Open Forum - Adjusters Adjusters Join the SILA Adjuster Licensing Subgroup (SALS) for the annual open forum to collaborate on current hot topics that impact adjuster licensing, to learn about 2019 Task Force progress, and to help determine future SALS Task Forces. 1:15-2:15 PM Harbor Island 2
9/17-Tues Open Forum - Surplus Lines Surplus Come and be a part of Surplus Lines discussions and the challenges and issues faced with licensing, reporting and filing compliance. 1:15-2:15 PM Nautilus 2,3
9/17-Tues Professional Development General Professional Development topic - to be announced in the coming weeks 1:15-2:15 PM Nautilus 4,5
9/17-Tues Background Iceberg - Dead Ahead (Part I) General You’ve just hired an outstanding group of new hires, and they’ve set sail on their new financial services career on the SS On Boarding cruise. You’ve put many others on this cruise before with no issues, but a call from the crow’s nest rings out – “Background Iceberg – dead ahead!” Will this cruise dodge all the regulatory obstacles in your ship’s path or will it suffer Titanic-like damage? Join us as a panel of subject matter experts help you navigate the perilous waters new hire background investigations, provide their insight, and offer suggested best practices to assure your new hires survive the journey. 1:15-2:15 PM Harbor Island 3
9/17-Tues Afternoon Break Break 2:15-2:30 PM
9/17-Tues Limited Lines Roundtables LHVPC This session offers specialized focus on Limited Lines licenses. Come equipped with questions and be ready to share your experiences. 2:30-3:30PM Harbor Island 1
9/17-Tues Smooth Sailing though Agency Mergers & Acquisitions LHVPC This session will highlight licensing and compliance responsibilities associated with an agency merger and acquisition. Come learn valuable tips for navigating the choppy waters of agency mergers and acquisitions. 2:30-3:30PM Harbor Island 2
9/17-Tues NAIC Producer Licensing Task Force Updates LHVPC Come and learn about initiatives the NAIC Producer Licensing Task Group is tackling to streamline the states' varying business rules and processing procedures. 2:30-3:30PM Nautilus 2,3
9/17-Tues Geospatial Innovation and its use in claims handling and disaster events General Recovering from a disaster can be a long and tedious process. Goespatial imaging helps by speeding up insurance claims processing and directing first responders to the people and areas that need them most. Come and hear how this technology has changed claims processing and disaster response. has changed the claims processing and what challenges still exist in their use. 2:30-3:30PM Nautilus 4,5
9/17-Tues Background Iceberg - Dead Ahead (Part II) General In our earlier session, your ship, the SS On Boarding, successfully sailed through the first part of the treacherous regulatory waters of background investigations. But additional perils along the cruise route can still appear in an instant. Will your ship hit one of this hidden pitfalls and sink, or can the damage be minimalized to keep her afloat? Can those new hires be saved, or will they go down with the ship? Join us our panel of subject matter experts assist you in damage control of post-licensure background investigations, provide their insight, and offer suggested best practices to assure your new hires survive the journey. 2:30-3:30PM Harbor Island 3
9/17-Tues Afternoon Break Break 3:30-3:45 PM Pavillion
9/17-Tues Around the Country with Regulators and Vendors General This is an informal session designed to meet regulators and address any specific regulator issues that affect your operations. In addition to the regulators, the Testing Providers, NAIC, NIPR, Sircon (Vertafore) and FINRA will be available to answer questions that you have regarding their service and support. The Exhibit booths will again be open to meet and discuss vendor services with the participating exhibitors. 3:45-5:00 PM Pavillion
9/18-Wed Breakfast / Welcome Break Breakfast open to all attendees in the General Session room. 7:30-8:15 AM Grande Ballroom
9/18-Wed Navigating the Tides of Legislative Change General We will once again highlight proposed and recently enacted legislation and regulatory initiatives that could lead to regulatory change.  We hope you join us for this interactive session as we highlight topics that could impact your operations.  Some topics that may be highlighted include updates on the current landscape around the Affordable Care Act, Standard of Care, Flood, TRIA, NARAB II, Data Privacy and Cybersecurity.  8:15-9:15 AM Grande Ballroom
9/18-Wed Regulatory System Updates General Come and learn about recently released or planned enhancements to regulatory systems that will benefit the industry by further streamlining processing and information. Systems highlighted in the discussion include SBS, NIPR, Sircon-for-States and FINRA. 9:15 - 10:15 AM Grande Ballroom
9/18-Wed Closing Session General Join us in this conference summary wrap-up that will recap the 2019 SILA conference experience and excite you for next year's conference. Prize drawings will be announced in addition to other surprises that you won't want to miss. 10:15-10:30 AM Grande Ballroom