84th Annual Conference

September 13-16thRegistration Package

The Westin Hilton Head Island Resort & Spa • Hilton Head, SC

NAIIA 84th Annual Conference

Promoting the BrandReg. U.S. Pat. & TM Off.

DEDICATED TO SERVICE

NATIONALASSOCIATIONINDEPENDENT

INSURANCEADJUSTERS

®

Tuesday, sepTember 14Th sessions

Opening Address (8:15 am - 9:15 am)Dare to MatterPete Smith, International Speaker and Coach, Smithimpact. For over 20 years, international speaker and coach Pete Smith has helped individuals, teams, and organizations improve their leadership and personal development. His experience, concepts, and tools have helped organizations improve their leadership effectiveness, elevate engagement at all levels, transform company cultures, and consistently perform at high levels.

He is the author of Dare to Matter, the #1 Best Seller in the Human Resources and Personnel Management Category, and the #2 Best Seller in the Business Motivation and Self-Improvement category. At the core of every individual, regardless of socio-economic status, race, or age, is the deep

desire to know with certainty that who they are and what they do matters. People want to matter. They want to contribute in ways that matter. They want to live a life that matters. It’s time for them to Matter More.

Beginning with the Power of Choice and ending with Impact on others, attendees will travel the Significance journey in an enlightening and entertaining fashion. Throughout this keynote, attendees will be challenged to become clear about their Identity, invited to address their Fears, understand the importance of Letting Go the things that don’t matter, and encouraged to pursue something meaningful in their lives. It’s a transformational journey that will have the attendees thinking and behaving differently with immediate positive results.

After years of research, interviews, trainings, and observation, Pete Smith reveals the Significance framework outlined in his best-selling book, Dare to Matter. This framework reveals the six major pillars of significance and how they can be incorporated into our daily lives.

Session 1: NAC Symposium (9:30 am - 10:15 am) Join us for lively and timely discussions on matters of importance to the industry. This session is open to all attendees. A panel of very experienced insurance company claim representatives will answer your questions on any matter timely to the insurance claims market. This is a behind the scenes look at what drives the insurance market, how your understanding can be a competitive advantage and ask questions and get responses from client representatives from across the country. Moderated by President-Elect Cathy Hester, the session enables our experienced panel of National Advisory Council members to share their experiences and wisdom.

84th Annual Conference

Reg. U.S. Pat. & TM Off.DEDICATED TO SERVICE

NATIONALASSOCIATIONINDEPENDENT

INSURANCEADJUSTERS

Bernie Tobin, CPCU, AICAll-American Property Consultants

Peter Smith Hampstead, NC

Session 2: (10:45 am - 11:45 am)Strategy & Sales: Solutions to Organizational Growth Bernie Tobin is a graduate of Shippensburg University of Pennsylvania where he received a BA in History, and a minor in Business Administration. While attending, he was a Co-Captain on the swim team, earning All-America honors on two occasions.

Upon graduation, he began his career in insurance as an independent adjuster in Columbus, OH. In 1996 he relocated to Tampa, FL where he was part of a team leading the creation of a national claim center. After 15 years in claims, he made the leap into the business development world of emergency services. Initially signing new clients to national account programs, then leading various teams in their sales efforts, he continued to refine his business development and client experience talents. Bernie has experience in everything from expenditure reviews, top-down operational analysis, and development of strategic account approaches. AAPC is the culmination of these practices and implementations and as a result, we are thrilled to help our clients in the areas we know so well.

Attending this seminar will prepare you, not only in the mapping of strategic growth plans of your organization, but also hear ways to effectively measure the success. Through a culture of accountability, the entire organization can be focused on singular objectives.

Session 4: (1:15 pm - 2:15 pm) Round-Table Discussion

Session 3: (12:00 pm - 1:00 pm) Lunch and LearnHow Have You Landed?Carey Bond, has a strong background in leading operational improvements and brings over 25 years of claims management experience with organizations like Canal Insurance, Nationwide and Travelers. He also served as President of the Atlanta Association of Insurance Professionals from 2011-2014.

Bond is a Retired Lieutenant Colonel in the US Army Reserves where he served in various posts. He was awarded the Bronze Star Medal for actions in Iraq and served as a senior military advisor in Afghanistan. He also served as Equal Opportunity Advisor to multiple commands. During his service he attended the Defense Equal Opportunity Management Institute and became certified as an Equal Opportunity Mediator to the Department of Defense. As a passionate DE&I expert and advocate, he now actively contributes as a member of the CLM Diversity Equity and Inclusion Committee.

Bond holds a BS in Business from the University of Tennessee at Martin, a MBA from The University of Phoenix, and a Master’s degree in strategy and tactics from the US Army Command and General Staff College. He is a member of the Advisory Board of the Claims Litigation Management Alliance and a member of Omega Psi Phi Fraternity.

Carey will be discussing the recent events surrounding the country and the industry and sharing how Lloyds of London has navigated through these unusual times.

Tuesday, sepTember 14Th sessions

84th Annual Conference

Carey Bond Head of US Claims

Lloyd’s of LondonLondon, UK

Reg. U.S. Pat. & TM Off.DEDICATED TO SERVICE

NATIONALASSOCIATIONINDEPENDENT

INSURANCEADJUSTERS

9:00 am Executive Committee meeting

7:30 am - 11:30 am REGISTRATION - Savannah Foyer8:00 am BREAKFAST and Welcome - Joel Moore, President, NAIIA8:15 am Opening Session - Pete Smith, “Dare to Matter”9:30 am Session 1 - National Advisory Council Q & A10:45 am - 11:45 am Session 2 - Bernie Tobin, CPCU, AIC - “Strategy & Sales: Solutions to Organizational Growth”12:00 pm - 1:00 pm Session 3 - Lunch and Learn - Carey Bond, “How Have You Landed?”1:00 pm - 4:00 pm REGISTRATION - Savannah Foyer

Exhibitor Set Up - Calibogue/Danner/Savannah Foyer1:00 pm1:15 pm - 2:15 pm Session 4 - Round-Table Discussions

File Trac Panel: The Evolution of the Claim Journey in a Virtual World!2:30 pm - 3:45 pmPast President Meeting3:45 pmWelcome Reception with the Exhibitors5:00 pm - 8:00 pm

8:00 am REGISTRATION - Savannah FoyerCPLIC Meeting8:00 amNAC Delegates Meeting9:00 amIILA Meeting9:00 amExecutive Committee Meeting11:00 amTheme Night - That 70’s Party (Wear your 1970’s inspired costumes and get down6:00 pm

and boogie! Costume contest with prizes for best 70’s costume!)

2021 Schedule of EventsSunday, September 12, 2021

Monday, September 13, 2021

day, September 14, 2021Tues

nesday, September 15, 2021Wed

sday, September 16, 2021Thur

8:00 pm - 9:30 pm

4:00 pm - 6:00 pm

4:00 pm - 6:00 pm9:00 am8:15 am

Legacy/Platinum Vendor Reception

CPLIC - Lady Davis

REGISTRATION - Savannah FoyerGolf Shotgun StartGolf Registration

6:30 pm - 9:30 pm5:30 pm - 6:30 pm2:00 pm - 4:00 pm12:30 pm - 1:30 pm10:30 am - 12:30 pm 9:45 am8:00 am8:00 am

Annual NAIIA BanquetPre-Banquet Cocktail ReceptionAppraiser & Umpire ClassEastern Region MeetingNAIIA Annual Membership MeetingExhibitor Prize DrawingsBrunch and Prize Drawings with the Exhibitors REGISTRATION - Savannah Foyer

(Proper golf attire required: collared shirts, soft spikes) Cost includes: green fees, driving range, lunch and prizes.

Robber’s Row was designed by noted architects George Cobb and Willard Byrd in the early 1970’s and was redesigned in 1994 by world famous architect Pete Dye. The course is located on the scenic marsh side of the Port Royal Plantation and cuts through beautiful stands of magnolia and live oaks. This course sets atop former civil war grounds and features historical markers throughout the courses describing events which took place on the Island. Although tee-shots have generous fairways to land in, approach shots require accuracy to the well-protected greens. Robber’s Row is a course rich in history and challenge to any golfer.

Name

Company

Phone

Fax

Email

Check all that apply: ❏ Golf Tournament ❏Club Rental ($59 + tax) ❏Left ❏Right

GOLFERS ONLY: Handicap or Average Score: Please indicate any preferred partners(final pairings based on balanced teams)

Tee Box Sponsor $ 200Closest to the Pin (4 total) $ 200Longest Putt Sponsor $ 200

Golf Sponsors

Golf • Entertainment Information

Monday, September 13th • $185.00/per personRobber’s Row - Port Royal Golf ClubRegistration: 8:15 am • Shotgun Start: 9:00 am

Golf Information

Robber’s Row - Port Royal Golf Club

Par 72 - 6,657 yards, 18 Holes

PLEASE RESERVE THE FOLLOWING ROOMS – Please note this is a non-smoking hotel ________King ($175 plus tax) ________Double/Double ($175 plus tax)

First night deposit will be made when rooming list is sent in

ARRIVAL DATE____/____/2021 DEPARTURE DATE____/____/2021

RESERVATIONS FOR:

Name ______________________________ Roommate __________________________________

Firm ___________________________________________________________________________

Street __________________________________________________________________________

City ___________________________________ State ________ Zip _______________________

Telephone (Business) _________________________ (Home) _____________________________

Email (Business) _________________________________________________________________

Email (Home) ____________________________________________________________________

Special Requests/ I Prefer Hotel Rewards number: ______________________________________

Credit Card Number ________________________________ (Exp. Date) ____/____/___SEC:____

Cardholder’s Name _______________________________________________________________

Address ________________________________City/State/Zip _____________________________

Cancellation policy is 5 days prior to arrival. One night room and tax charge for any early departures.Arrivals and departures outside of the group dates are subject to availability at the group rate.

PLEASE FAX OR EMAIL THIS FORM NO LATER THAN AUGUST 15, 2021 Fax: (269) 978-9078 • Email: sheri@naiia.com

PLEASE DO NOT FORWARD TO THE HOTEL. Reservations excepted ONLY by this form.

September 13-16, 2021Check-In Time: 4:00 P.M. • Check-Out Time: 11:00 A.M.

The Westin Hilton Head Island Resort & SpaTwo Grasslawn Ave.

Hilton Head Island, SC 29928

Hotel Registration Form

Name ____________________________________________ Badge Name ________________________________Company _________________________________________ Email ______________________________________Street Address _____________________________________ City/State/Zip _______________________________Phone _____________________Fax ___________________ Email _____________________________________Guest/Spouse Name ________________________________ Guest Email ________________________________

Members Only: Please designate your firm’s voting member:

_______________________________________________

For our planning purposes, please indicate how many will be attending

each of the following events:Event: No. attendingMon. Legacy/Platinum Reception _______Tues. Breakfast _______Educational Sessions _______Tues. Keynote Lunch _______Tues. Welcome Reception _______Wed Membership Meeting _______Wed. Annual Banquet _______Thur. Theme Night _______

Credit Card Number ________________________________ (Exp. Date) ____/____/___SEC:____

Cardholder’s Name _______________________________________________________________

Address ________________________________City/State/Zip _____________________________

Refund Policy: Prior to July 15, 2021 50% refund if cancelled by August 15, 2021. NO refunds after August 15, 2021

NO refunds for Golf payments

Please complete this form, and the activities form. Mail with all appropriate fees to:

NAIIA • 87 N. Crooked Lake Drive • Kalamazoo, MI 49009If you have any questions or need additional information,

please contact Sheri Csom

Phone: (877) 344-0624 • Fax: (269) 978-9078 • Email: sheri@naiia.com

Late Registration Fee: A 10% Fee will be added to all registrations received after August 15, 2021.

There will be no receipt of this registration form.

September 13-16, 2021 • Registration Form

Fees:Children over 12 $300.ºº ea $ _________Children 3-12 $200.ºº ea (Children Under 3 are free) $ _________Non-member $975.ºº ea $ _________Donation to “Stead Family Children’s Hospital” - NAIIA 2021 Goal to raise $10,000. Monday, Sept. 13th Golf Tournament (includes lunch and transfers) $185.ºº per person

_____

Only the names responding with this form July 15, 2021 will be reflected on the Conference Registration Lists

Appraiser & Umpire Class Fee $200

Registration fee is $775, $350 for SpouseGolf Sponsorship ($250.ºº ) ______________________________

Total Registration Fees $ _________

$ _________$ _________$ _________$ _________$ _________

This year we are supporting the Stead Family Children’s Hospital as our charity

University of Iowa Stead Family Children’s Hospital has been dedicated to meeting the health care needs of children and families since 1919. As Iowa’s only comprehensive children’s hospital, we provide care for children from birth to young adulthood. Services range from promoting wellness to the care of general childhood illness, surgery, traumatic injuries, life-threatening and chronic illnesses, and developmental disabilities. As part of an academic medical center, UI Stead Family Children’s Hospital also performs groundbreaking research to help solve the mysteries of childhood diseases, in addition to training the next generation of health care professionals.

Quick FactsMore than 170 pediatric physicians and surgeonsMore than 200 pediatric physicians, surgeons, and dentistsUI Stead Family Children’s Hospital cared for 83,937 children last year from all 99 Iowa counties, 45 states, and 20 other countries190 pediatric bedsOur Philosophy

Patient and Family Centered CareUI Stead Family Children’s Hospital is a leader in family-centered care, which includes the family as members of the multi-disciplinary care delivery team. .

Quality and SafetyWe measure the quality of your care by how well we meet your expectations and the highest national standards of safety and effectiveness.

Honors and AwardsUI Stead Family Children’s Hospital is one of the most respected children’s hospitals in the world. It is highly ranked nationally by many entities. It attracts outstanding health professionals who are engaged in the missions of healing, research, and teaching.