Conference Schedule

Date Event Track Description Time Room
Date Event Track Description Time Room
9/14-SatStudent registrationRegistrationStudent registration for Saturday classes.1:30 - 2:00 PMMarina Hallway
9/14-SatSurplus Lines Fundamentals ClassSurplus LinesSILA 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.2:00 - 6:00 PMMarina 5
9/15-SunStudent registrationRegistration7:30-8:30 AMMarina Hallway
9/15-SunProducer Licensing Basics ClassLHVPCThis 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.8:00-12:00 PMMarina 3
9/15-SunAdjuster Licensing Advanced ClassAdjusterDo 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.8:00-12:00 PMMarina 4
9/15-SunSurplus Lines Advanced ClassSurplus LinesThe 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.8:00-12:00 PMMarina 5
9/15-SunExhibitor MeetingGeneralThis 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 AMPavilion
9/15-SunConference RegistrationRegistrationConference registration opens for attendee registrations12:00-6:00 PMGrande Foyer
9/15-SunNew Attendee Orientation GeneralSILA 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 PMHarbor Island 1
9/15-SunFinancial Fraud - it could happen to you or your company!GeneralIn 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. 1:00-3:00 PMMarina 3
9/15-SunFront Line Fraud Prevention GeneralGet 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.1:00-3:00 PMMarina 4
9/15-SunExceeding Customer ExpectationsGeneralIn 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.  1:00-3:00 PMMarina 5
9/15-SunProtecting Senior Investors GeneralThis 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
1:00-3:00 PMMarina 6
9/15-SunRegulator Only MeetingGeneralThis session is reserved for regulators to cover regulator-specific topics.2:00-3:30 PMHarbor Island 2
9/15-SunNASAA Task ForceGeneralMargie Webber, Chair, is calling a special meeting of the NASAA Task Force members2:00-3:00 PMSeabreeze 1
9/15-SunSETS Subgroup MeetingGeneralBarb Gavitt, Chair, is calling a special meeting of the SILA Education & Training Subgroup members.3:00-3:30 PMSeabreeze 2
9/15-SunSpeakers Only MeetingGeneralThis 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 PMHarbor Island 1
9/15-SunExhibitor Fair & Welcome ReceptionGeneralThe 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 PMPavillion
9/16-MonBreakfast & Exhibitor FairBreakBreakfast 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 AMPavillion
9/16-MonConference RegistrationRegistrationConference registration open for attendee registrations.7:00-8:00 AMGrande Foyer
9/16-MonGeneral Session Opening GeneralCome and experience the opening of the 2019 SILA Conference with entertaining and educational topics that will keep your interest.8:00-9:45 AMGrande Ballroom
9/16-MonMorning BreakBreak9:45-10:00 AMGrande Foyer
9/16-MonRegulator Exchange (3 segments)LHVPCThe 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 AMGrande Ballroom
9/16-MonFINRA Session 1SecuritiesFINRA-led session. Description to be posted soon.10:00-12:00 PMHarbor Island 3
9/16-MonLunchBreakLunch 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 PMPavillion
9/16-MonOpen Forum - Avoiding the Maydays of Agency LicensingLHVPCIn 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 PMHarbor Island 1
9/16-MonOpen Forum - Surplus LinesSurplusCome and be a part of Surplus Lines discussions and the challenges and issues faced with licensing, reporting and filing compliance. 1:15-2:15 PMHarbor Island 2
9/16-MonBasic Training: Back to Producer Licensing Basics, Part 1LHVPCWe 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 PMNautilus 2,3
9/16-MonNavigating the Choppy Waters of Adjuster LicensingAdjusterThis 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 PMNautilus 4,5
9/16-MonInsurance Fraud Trends & Hot Topics  GeneralCome 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 PMHarbor Island 3
9/16-MonAfternoon BreakBreak2:15-2:30 PM
9/16-MonAll Hands on Deck - Open Forum – CarriersLHVPCAre 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.2:30-3:30PMHarbor Island 1
9/16-MonPass Rates, Ho!LHVPCLocating 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. 2:30-3:30PMHarbor Island 2
9/16-MonBasic Training: Back to Producer Licensing Basics, Part 2LHVPCLet’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.2:30-3:30PMNautilus 2,3
9/16-MonNavigating the Waters of TPA LicensingLHVPCOverview 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.2:30-3:30PMNautilus 4,5
9/16-MonRisk AnalyticsGeneralFINRA-led session. Description to be posted soon.2:30-3:30PMHarbor Island 3
9/16-MonAfternoon BreakBreak3:30-3:45 PM
9/16-MonAround the Country with Regulators and VendorsGeneralThis 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 PMPavillion
9/17-TuesBreakfast & Exhibitor FairBreakBreakfast 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 AMPavillion
9/17-TuesGeneral Session & Designation RecognitionGeneralSILA continues its General Session presentations to include its award and designation recognitions. Join us to congratulate these member accomplishments.8:00-9:15 AMGrande Ballroom
9/17-TuesGeneral Session SegmentGeneralTo be announced in near future9:15-9:45 AMGrande Ballroom
9/17-TuesMorning BreakBreak9:45-10:00 AMGrande Foyer
9/17-TuesRegulator Exchange (3 segments)LHVPCThe 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 PMGrande Ballroom
9/17-TuesFINRA Outreach / Open ForumSecuritiesFINRA-led session, combined with an Open Forum for securities topics and discussions. Come and be a part of this interactive session and share experiences with other securities peers.10:00-12:00 PMHarbor Island 3
9/17-TuesLunch BreakLunch 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 PMPavillion
9/17-TuesGet Anchored – Open Forum – EducationLHVPCDo 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 PMHarbor Island 1
9/17-TuesOpen Forum - AdjustersAdjustersJoin 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 PMHarbor Island 2
9/17-TuesThe Impact of Technology on Insurance and Securities DistributionGeneralLearn 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 PMNautilus 2,3
9/17-TuesProfessional DevelopmentGeneralProfessional Development topic - to be announced in the coming weeks1:15-2:15 PMNautilus 4,5
9/17-TuesBackground Iceberg - Dead Ahead (Part I)GeneralYou’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 PMHarbor Island 3
9/17-TuesAfternoon BreakBreak2:15-2:30 PM
9/17-TuesLimited Lines RoundtablesLHVPCThis session offers specialized focus on Limited Lines licenses. Come equipped with questions and be ready to share your experiences. 2:30-3:30PMHarbor Island 1
9/17-TuesSmooth Sailing though Agency Mergers & AcquisitionsLHVPCThis 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. 2:30-3:30PMHarbor Island 2
9/17-TuesNAIC Producer Licensing Task Force UpdatesLHVPCCome and learn about initiatives the NAIC Producer Licensing Task Group is tackling to streamline the states' varying business rules and processing procedures.2:30-3:30PMNautilus 2,3
9/17-TuesGeospatial Innovation and its use in claims handling and disaster eventsGeneralRecovering 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.2:30-3:30PMNautilus 4,5
9/17-TuesBackground 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.2:30-3:30PMHarbor Island 3
9/17-TuesAfternoon BreakBreak3:30-3:45 PMPavillion
9/17-TuesAround the Country with Regulators and VendorsGeneralThis 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 PMPavillion
9/18-WedBreakfast / WelcomeBreakBreakfast open to all attendees in the General Session room.7:30-8:15 AMGrande Ballroom
9/18-WedNavigating the Tides of Legislative ChangeGeneralWe 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 AMGrande Ballroom
9/18-WedRegulatory System UpdatesGeneralCome 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 AMGrande Ballroom
9/18-WedClosing SessionGeneralJoin 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 AMGrande Ballroom