I-Day. Edition. Directors Through 2013 Gerald Jacoby Jaci Blain James Waudby. Insurance Club of Pittsburgh - Officers. Vice President Cara Delestienne

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1 I-Day Edition The Insurance Club of Pittsburgh 5177 Campbells Run Road Pittsburgh, PA Phone: Fax: The 87th annual I-Day convention will be held on Thursday April 25, 2013 at The Wyndham Grand Pittsburgh Hotel. As Chairperson of this years convention, along with my assistant Mike McGroarty Jr., we extend our warmest greetings, and hope you will find this year s I-Day to follow in the tradition of excellence. I-Day has a long history of being the premier networking and educational event for the insurance industry in Western Pennsylvania and we hope you will enjoy all of the scheduled activities. We will commence with a continental breakfast and then invite you To participate in a selection of continuing education courses, each of which provides two CE Credits. You may also visit our exhibitors who will be on hand to discuss their valued services. Our luncheon speaker will be Ivy Eros, The Greater Pittsburgh Community Food Bank. Ivy has fought hunger over the years in a variety of roles including food solicitation, agency monitoring, volunteer coordination and her current position of education. Ivy for the past 23 years at The Greater Pittsburgh Community Food Bank believes in the mission and knows that everyone can make a difference in the life of a hungry neighbor. The Insurance Club of Pittsburgh, along with the Greater Pittsburgh Community Food bank will provide a venue to donate much needed items for our hungry neighbor s. A list of these items will be on The Insurance Club of Pittsburgh web-site ( and included in your ticket packet. This year s I-Day theme: Tradition, Community, Caring, is about our tradition as an industry embracing the needs of our communities through our giving nature. Please join us at the 87th I-Day, Tradition, Community, Caring. Registration is easy on line or by mail. We thank you for participating in this annual event. Mark Uhalik Insurance Club of Pittsburgh - Officers President Rich Perla Vice President Cara Delestienne Treasurer Jessica Austin Secretary Mike McGroarty, Jr. Executive Director Sue Van Newkirk Past President Ed Schmidt Directors Through 2013 Gerald Jacoby Jaci Blain James Waudby Kurt Keller Ray Lucas Directors Through 2014 Chanelle Bokelberg Kelly Morton Mike Zidek Rich Lane Rich Vallecorsa Tiffany Socrates Directors Through 2015 Jamie Drummond Jay Vaughn Jerry Petricini Jodi Kellar Mike Lewandowski Wendy Roehrich-Hall

2 From the President s Desk: I-Day is fast approaching and our Chair, Mark Uhalik and his committee has been working hard putting together a day that is known in the industry as one of the best!! We will be hosting CE credits again and providing a day that will benefit all who attend. You must register to participate at I-Day and to take advantage of all that has to offer. Go to our website to register for I-Day and many more events that the Club will be hosting in the days ahead. Thank you to our Chair, Mark Uhalik and his assistant, Mike McGroarty Jr. and our dedicated I-Day Committee members for their hard work and conscience efforts in the planning of the greatest event in the Insureance Industry Best Regards, Rich Perla President of the Insurance Club of Pittsburgh Insurance Club of Pittsburgh 2

3 ICP Upcoming Events CPCU St Pattys Day Happy Hour Claddaugh Pub, Southside Works March 14th I-Day Wyndham Grand Pittsburgh Hotel April 25th Rivers Casino TBD Champion Lakes Golf Outing June 28th PII PA Pre-Licensing Education Course: Property & Casualty Runs 3 Days: March 19, 20 & : 8am to 5pm Hampton Inn Greentree 555 Trumbull Drive Pittsburgh, PA NOTE: Fee: $ Dinner Not Included Fee: Includes Text Materials and Practice Exam Examination Fee: Not Included April 9th Joined with RIMS Topic: Healthcare Reform Location: Station Square May 16th Event: Volunteer at Greater Pittsburgh Food Bank 1pm till 4:30pm Location: 1 N. Linden Street Duquesne, PA Insurance Club Newsletter Editors Tiffany Socrates Chanelle Bokelberg Jamie Drummond Wendy Roehrich-Hall Mike Zidek Insurance Club of Pittsburgh 3

4 Club Events 87th Annual I-Day Thursday, April 25th, 2013 Wyndham Grand Pittsburgh Hotel Downtown 7:30 AM to 8:45 AM - Breakfast Coffee & Rolls 8:00 AM Registration - Exhibit Area Opens Admittance to functions restricted to only those who register. 9:00 AM to 11 AM - Morning CE Sessions *Each class is worth 2 CE Credits* 12:00 PM Luncheon Luncheon Speaker Ivy Ero Greater Pittsburgh Community Food Bank Director 2:00 PM to 4:15 PM - Afternoon CE Sessions 4:30 PM - Awarding of Exhibitors Prizes 5:00 PM - Cocktail Party Insurance Club of Pittsburgh 4

5 C.E. Classes 9:00 a.m. to 11:00 a.m. Morning CE Sessions Clean Tech What it Means to Go Green Francis H. Morrow III, CPCU & Samuel Iannucci, CFPS, ARM, LEED Green Associate Offered by: CHUBB Excess Liability Marketplace - The Frequency of Serverity and other Trends Clara Pincus & Bryan Pedro Offered by: AIG 2:15 p.m. - 4:15 p.m. Afternoon CE Session Additional Insureds - Potential E & O Issues and How to Avoid Them. Louis C. Long, Esquire Offered by: Pietragallo Gordon Alfano Bosick & Paspanti, LLP Insurance Club of Pittsburgh 5

6 Francis H. Morrow III, CPCU Frank Morrow is an Executive Field Underwriter with Chubb & Son. In this role, he is responsible for supporting the development and implementation of Clean Tech underwriting strategies. Frank joined Chubb in 2002 and has held various underwriting, management and leadership roles. Before assuming his present position, he had been a production underwriter and supervisor for 10 years with Chubb s Philadelphia branch responsible for all facets of his book of business and developing his staff. Over the last eighteen months, in addition to his regular duties, he has also assisted on a corporate wide project team to develop the Clean Tech initiative within Chubb. Prior to Chubb, he spent 15 years working at Industrial Risk Insurers in numerous underwriting and management roles within the Philadelphia, Pittsburgh and Washington DC markets. He began his career as an underwriter and loss control representative working in the HPR commercial property industry. Frank is experienced in handling all aspects of underwriting multiple lines of insurance including property, general liability, auto, worker s compensation, umbrella, commercial E&O and international. He has had the opportunity to work with clients in the defense, retail, higher education, food, glass, primary metals and broadcaster industries. He earned a MBA in Finance from LaSalle University in 1994 and a Bachelor of Science from the University of Delaware in He received his Chartered Property and Casualty Underwriting (CPCU) designation in He can be reached at fmorrow@chubb.com or in his Philadelphia office. Samuel Iannucci, CFPA, ARM, LEED Green Associate Mr. Iannucci began his loss control career at Chubb in He spent the beginning of his career with a focus on sprinkler system design, and has since pursued property and fire protection loss control as a specialty since His current responsibilities include servicing large property accounts; including the evaluation of fire protection, water supplies, and fire hazards. Mr. Iannucci specializes in property fire protection for educational and commercial facilities. Experience spans many industries; including wood working, metal working, light & heavy manufacturing, and higher education. The past several years a greater influence has been on Green and Clean technologies. There have been many success stories surrounding his experience with green/clean technologies and reducing the risk management exposure. Prior to working with Chubb, Mr. Iannucci worked with PA Lumbermen s Insurance Company targeting woodworking and construction occupancies. Mr. Iannucci has been a volunteer firefighter for 16 years and serves as his departments Deputy Fire Chief. His education includes: AS - Fire Protection Engineering - Delaware Tech, Newark, DE & BS - Business Studies - Neumann University, Aston, PA He can be reached at siannucci@chubb.com or in his Philadelphia office.

7 Clara Pincus Clara Pincus is AIG s Regional Casualty Executive and has responsibility for managing the Commercial Casualty underwriting operations for the entire Mid-Atlantic region. Clara has 30+ years of insurance industry experience - all of it with AIG in Casualty underwriting and management. She began her career in the Excess department before moving to Primary Casualty in the Commercial Risk division. Clara holds the CPCU designation. Bryan Pedro Bryan Pedro is manager of the AIG Excess Complex Claims Department for over eight years. His area of responsibility consists of three complex units (North, South and West) a National Accounts unit and the Crisis Response/Audit unit. The Complex Claims Department handles the largest exposure and most complex claims involving General Liability, Product Liability, Auto Liability and other liability claims arising anywhere in the world. Bryan has been in the insurance industry since He joined AIG in 1998 as a Complex Claims director. Prior to joining AIG, Bryan held numerous claim home office and field office positions with Nationwide Insurance and Aetna Casualty & Surety Company. Bryan brings over 20 years of experience to the P&C industry. He graduated from Salve Regina University with a Bachelor of Science degree in Criminal Justice. Luncheon Speaker Ivy Ero Greater Pittsburgh Community Food Bank Director

8 Louis C. Long LOUIS C. LONG is a partner of Pietragallo Gordon Alfano Bosick & Raspanti, LLP, where he is a member of the Litigation and Transportation Practice Groups, as well as the firm s Construction Practice Consortium. Upon joining the firm in October of 2005, Mr. Long added depth and experience to Pietragallo s Insurance Coverage practice. He is routinely engaged to provide insurance coverage analysis and claims handling guidance. Mr. Long has assisted in drafting commercial general liability and automobile liability policy language. He has authored countless legal opinions construing and applying such policies, as well as directors and officers insurance, errors and omissions insurance and uninsured and underinsured motorists coverages. His insurance coverage litigation includes prosecution and defense of declaratory judgment actions, garnishment actions, breach of contract claims and bad faith. Matters representative of Mr. Long s insurance coverage practice include: Successfully representing two excess, general liability insurers in protracted multi-party declaratory judgment actions involving issues of coverage for multi-million-dollar antitrust judgments. Case held that commercial general liability insurance did not afford coverage for the loss. & Successfully representing insurer in environmental coverage litigation in which insurer issued more than 10 excess umbrella policies to owner of Superfund site. Obtained summary judgment in insurer s favor, eliminating all but one policy from case and negotiating settlement of claims arising under remaining policy for fraction of total potential exposure. Mr. Long is the secretary of the Pennsylvania Defense Institute and serves as Co-Chair of its Amicus Committee. In addition, as a member of the Allegheny County Bar Association, Mr. Long has served on the Committee on Opportunities for Minorities in the Legal Profession and the Appellate Practice Committee. He currently serves as a member of Fee Dispute Arbitration panels for the organization. He also served as a member of the board of directors of the National Sprint Car Hall of Fame and Museum Foundation, Inc., and spent several terms as the Vice-President of that non-profit charitable foundation. He also is a past president of The Modified Tour, Inc., a non-profit organization involved in local auto racing. Mr. Long is an approved mediator for the West Virginia State Bar and an approved ADR Neutral for the U.S. District Court for the Western District of Pennsylvania. He has been called upon to mediate insurance coverage disputes pending before that court. In addition, LexisNexis Martindale-Hubbell recognizes Mr. Long as an AV Preeminent rated attorney, the highest such rating available to any individual lawyer in both legal ability and ethical standards. He can be reached at LCL@Pietragallo.com or

9 INSURANCE CLUB OF PITTSBURGH INSURANCE PERSON OF THE YEAR NOMINATION FORM As we approach I-Day 2013 we d like to request your nominations for Insurance Person of the Year. The winner will be revealed at the I-Day Luncheon on April 25, There are many individuals within our industry who have devoted so much of their time and efforts to the Insurance Club and insurance industry. This is a perfect opportunity to recognize them for those contributions. Using the guidelines below, please submit your candidate to the Insurance Club for consideration by the committee. Please note all nominees must be current members in good standing. Person submitting application: Phone: Nominee: Company Affiliation: Phone: Insurance Background/Activities: Insurance Club of Pgh. Activities: Community Background/Other: Please return completed form to Sue VanNewkirk at the Club office via fax, or US Mail no later than March 31, Nominations received after that date will not be accepted Campbells Run Road Suite 370 Pittsburgh, PA / (P) 412/ (F) icp@insclubpgh.com Insurance Club of Pittsburgh 6

10 Below please find an application for The Robert Reynolds Memorial/Insurance Club of Pittsburgh Scholarship Award sponsored by the Allegheny Chapter CPCU Society and Independent Insurance Agents of Pittsburgh for a member s son/daughter or grandchild in the amount of $1, to be awarded at I-Day on Thursday, April 25, Please read the application carefully due to certain criteria that is necessary for the application to be considered eligible. One award will be given to a son/grandson or a daughter/granddaughter of a current member during our luncheon program on Thursday, April 25, 2013 at the Pittsburgh Wyndham Grand. All applications must be completed and returned to the Insurance Club of Pittsburgh NO LATER than March 31, Our committee will review all applications based upon SAT scores, Grade Point Average, Class Rank as well as, Social/ Community and Extracurricular activities. Once our committee reaches a decision, we will notify the winner and request the honor of their presence, along with their parent(s)/guardian, at our luncheon program for the award presentation. The Insurance Club of Pittsburgh would like to thank the Allegheny Chapter CPCU Society and Independent Insurance Agents of Pittsburgh for their sponsorship of this generous award and wish all the applicants the best of luck with all their future endeavors. If you have any questions, please feel free to contact Sue VanNewkirk at the club office at 412/ or via at icp@insclubpgh.com. If you would like to nominate someone for the Scholarship please contact Sue VanNewkirk or go to our website Robert Reynolds Memorial Insurance Club of Pittsburgh Scholarship Award Insurance Club of Pittsburgh 7

11 Become a member!! Register for Great Events!! Meet New People in the Insurance Industry!! Visit our website to do all of the above! Welcome to the Board New Officers and Directors!! Insurance Club of Pittsburgh 8

12 Annual Insurance Club Banquet The Annual Insurance Club Banquet was held on October 18th at the LeMont Restaurant. We installed our new Officers for a 1 year term and 6 new directors will each serve a 3 year term. Directors: Jay Vaughn, Jodi Kellar, Jerry Petricini, Wendy Roehrich-Hall, Jamie Drummond, Mike Lewandowski Officers: President - Rich Perla, V President - Cara Delestienne, Treasurer - Jessica Austin, Secretary - Mike McGoarty,Jr. Holiday Party On Thursday December 6th the Insurance Club of Pittsburgh had its annual Holiday Party at the Sheraton Hotel in Downtown Pittsburgh. With around 80 attendees the event was another great success. A special thanks to our sponsors. Without their support we could never accomplish such an amazing event. Walker & Associates- Bob Hogue Tower Insurance Group Global Indemnity Firedex of Pittsburgh Burns & Wilcox Jamie Drummond from Burns & Wilcox Tiffany Socrates from Creative Designs Iroquois Group Insurance Club of Pittsburgh 9

13 HOLIDAY HAPPY HOUR! Our Holiday Happy Hour was held on Thursday, December 20th at the Easy Street Cafe Downtown. We had several members in attendance to celebrate the holidays and enjoy cocktails and hors d oevres. We will hosting more events in 2013, so watch your or go to our calendar of events page on our website for more information. I C P Insurance Club of Pittsburgh 10

14 For those of you that did not attend the wine event held on February 21, you missed a great time. We had a full house with great food hosted by Franco s Restaurant and the empty bottles of wine at the end of the evening showed how much people enjoyed drinking the selection we provided ranging from a sparkling rose to a house favorite of Red Zinfandel. California Crush Wine Event!! The Insurance Club of Pittsburgh is looking to host this event again though so please remember to view upcoming events on the website. Make sure to not miss out on the next one! In addition to the food and drinks there were two winners for door prizes provided: Sue Bonkowski from Grange Insurance and Jeb Diehl from AIG. Megan McGroarty from McGroarty and Bradburn Insurance also took home the 50/50 raffle! Congrats to all!! And a BIG Thank You to our corporate sponsors and everyone who attended for making this event a huge success! Insurance Club of Pittsburgh 11

15 Thank you to all the Gold Sponsors that sponsored this event and many events to come!! Burns & Wilcox DT Mistick & Company Imperial Premium Finance Main Street America Insurance Club of Pittsburgh 12