Webinars

Join public entity pool leadership staff and governing body members for a look at conversations that are critical to the success of every governing body.  Understand the roles the board members and the pool administrator play in the organization and how they collaborate to address member needs. Delve into the important questions that governing body members should be asking and how the answers affect the success of the pool. Learn the benefits to be achieved when the governing body focuses on the pool’s – and the board’s – future. Pool executives will increase their awareness of their role in facilitating these key conversations, and the importance of raising these issues long before conflicts arise.  

Speakers are:

• James deSpelder, Administrator/CEO of County Road Association Self-Insurance Fund (CRASIF)
• Mary Sholander, Board Member, County Road Association Self-Insurance Fund (CRASIF)
• Jonathan Shull, CEO, California Joint Powers Insurance Authority
• Craig Stephenson, Board Member, Oklahoma Municipal Assurance Group

Understanding Inclusivity
This first of two sessions on building inclusive governance strategies will ground attendees in the definitions and science-based benefits of a governing body comprised of diverse viewpoints in this webinar presented by 2019 AGRiP Inclusion Resident Robin Stacia.

Participants will identify ways to evaluate their governing body’s inclusivity needs and elevate its effectiveness through cognitive and demographic inclusion best practices. Stacia will also provide insight on how pools can start to set and achieve inclusivity goals.

• Presentation slides 
• Intelligence: Elevating Pool Governance Through Inclusivity

Implementing Inclusivity
Pool leaders are uniquely poised to leverage cognitive and demographic diversity to enhance a pool’s governance performance. In this second webinar by 2019 AGRiP Inclusion Resident Robin Stacia, participants will learn five key actions every pool board can take to advance inclusivity while strengthening governance processes. The presentation will also identify values and opportunities for elevated cognitive and demographic inclusion, and consider methods to successfully implement inclusion practices.

This is the second in a series of webinars designed to help attendees understand and apply inclusive governance practices. The first session will anchor attendees to the definitions and science.

• Presentation slides 
• Intelligence: Elevating Pool Governance Through Inclusivity

Implementing Inclusivity
Pool leaders are uniquely poised to leverage cognitive and demographic diversity to enhance a pool’s governance performance. In this second webinar by 2019 AGRiP Inclusion Resident Robin Stacia, participants will learn five key actions every pool board can take to advance inclusivity while strengthening governance processes. The presentation will also identify values and opportunities for elevated cognitive and demographic inclusion, and consider methods to successfully implement inclusion practices.

This is the second in a series of webinars designed to help attendees understand and apply inclusive governance practices. The first session will anchor attendees to the definitions and science.

• Presentation slides 
• Intelligence: Elevating Pool Governance Through Inclusivity

Developing and Maintaining an Effective CEO/Board Partnership
Explore the role of the pool administrator in developing an effective Board of Directors, clarify the respective roles of the CEO, Board Chair, and Board.

• Presentation slides 
• Resource Packet

The Next Step: Moving to Generative Governance
Introduction to generative thinking and concrete ways to apply this “Governance as Leadership” model in the work of your Board.

• Presentation slides
• Resource packet
• Tools for Identifying Root Causes of Problems

Just-In-Time Pool Board Orientation
Common Board responsibilities in policy development, strategic planning, and fiduciary duties. The Board’s role in fundamental pooling-specific matters such as actuarial analysis, claims and litigation, and risk management.

• Presentation Slides

Developing and Maintaining an Effective CEO/Board Partnership
Explore the role of the pool administrator in developing an effective Board of Directors, clarify the respective roles of the CEO, Board Chair, and Board.

• Presentation slides 
• Resource Packet

The Next Step: Moving to Generative Governance
Introduction to generative thinking and concrete ways to apply this “Governance as Leadership” model in the work of your Board.

• Presentation slides
• Resource packet
• Tools for Identifying Root Causes of Problems

Just-In-Time Pool Board Orientation
Common Board responsibilities in policy development, strategic planning, and fiduciary duties. The Board’s role in fundamental pooling-specific matters such as actuarial analysis, claims and litigation, and risk management.

• Presentation Slides

In this hour-long session recorded April 1, 2020, AGRiP 2017 Resident Futurist Rebecca Ryan:

-- Introduces sense-making strategies to help your pool and its member entities navigate through COVID-19 ramifications as they emerge
-- Provides springboard ideas generated by a specially convened COVID-19 pooling think tank to operate your pool effectively on behalf of its members during this crisis

COVID-19 Pooling Community Resource Center: agrip.org/covid19

Download the presentation slides

Washington School Risk Management Pool (WSRMP) Executive Director Deborah Callahan addresses how WSRMP responded to a rapid rise in the number and cost of highly visible and community-disrupting claims using new, practical measures.

Looks at how smart tech and autonomous vehicles present new cyber-related impacts to public entities and pools, alike. Issues include public entity impacts of self-driving vehicles, shifts in member profiles and liability, insurance law and severity of auto claims, and data security's impact on public entities. Coverage documents, reinsurance, risk management cyber defenses, and reputational considerations are also addressed. Presentation Slides »

Identify more than a dozen areas of cybersecurity interest to pools, using real-world examples as well as steps pools can take to reduce risk and respond to a cyber attack. Presentation Slides »

Discusses how Citycounty Insurance Services (CIS) in Oregon started to experience a rapid increase in employment claims and the development of their Hire to Retire (H2R) program, a targeted risk management program designed to help CIS members find and address the root cause of employment claims by supporting the entire employment lifecycle. Presentation Slides »

Review specific steps pools can implement to help members create safer environments for children, including enacting child protection focused applicant screening processes and boundary policies for employees.  Presentation Slides »

Additional resource: Child Sexual Abuse Prevention Assessment for Youth Programs.

Overview of contemporary police force issues, and a few perennial challenges as well. Presentation Slides »

Examine the value of a reporting platform that allows citizens to anonymously give information about a crime, potential threat, or similar incident without fear of retaliation. Presentation Slides »

The accelerating unmanned aircraft industry, utilization and implications for pools and public entities. Presentation Slides »

Three facets that will likely reshape the business model of public entity pooling, including changing demographics, rapid technology advances, and continued fiscal austerity for local governments.

• Presentation slides
• Expected Changes in Public Entity Pooling White Paper

This webinar examines recent regulatory and legislative developments related to the Affordable Care Act. Presentation Slides »

In this webinar (recorded December 8, 2020), Dan Smereck of VP-level QEI Patron Strategic Asset Alliance explained how pools of different types are dealing with the uncertain investment environment and how today’s economy indicates where markets might be headed. Dan utilized a blind peer analysis of pooling client portfolios to help explain how investments are being impacted by current events. Attendees also gained initial insight into the practice of environmental, social and governance investing (i.e., ESG investing).

AGRiP Succession Planning Resident Steve Trautman shares a practical framework for managing the unexpected departure of key leaders within your pool. The tools presented will help you:

- Define the qualities, tasks and relationships unique to your pool’s leadership roles

- Prepare for and conduct emergency knowledge transfer in a limited period of time

- Reduce the risk of losing key skills by transferring them to multiple successors

- Measure whether knowledge and skills were transferred successfully

Presentation Slides

Learn how a public entity pool is decoding the true cost of a technology systems maze that no longer effectively and efficiently serves its members. Understand how technology investments support operations and member relationships. Review how the pool used “waste walks” to find considerable staff-time expense in its legacy-system data handling processes. Hear why this pool is dedicating resources to create clear, concise processes that free up staff time and resources to better serve members.

Get an introduction to the concept of process mapping, how this practice supports defining system requirements for an RFP, and how it creates a shared language for a pool’s governing body and staff that is fundamental to strategic decision making. At the end of this session, you’ll have keen insight into whether your pool should be considering technology investments for your pool’s future.  Presentation Slides »

Speakers are:

Wendy Lee Parker, Executive Director of HealthTrust
Phillip Seawright, TriCorps Technologies

Review 2018 capital market performance and learn about opportunities for 2019.

Led by Strategic Asset Alliance (SAA) Managing Director & Principal Daniel Smereck, this webinar offers a look at key investment issues and challenges addressed by small and large pools alike; and includes a blind peer analysis of pooling clients across multiple portfolios, to help participants understand investment risk/reward profiles. Presentation Slides »

Review 2018 capital market performance and learn about opportunities for 2019.

Led by Strategic Asset Alliance (SAA) Managing Director & Principal Daniel Smereck, this webinar offers a look at key investment issues and challenges addressed by small and large pools alike; and includes a blind peer analysis of pooling clients across multiple portfolios, to help participants understand investment risk/reward profiles. Presentation Slides »

Generational Resident Kim Lear teaches pools how to prepare for a workplace and membership environment with multiple generations. Presentation Slides »

Looks at how public entity pool rating formulas and underwriting guidelines evolve. The session guides viewers on when it is time to review your algorithm, how to manage risk characteristics and market conditions, set management objectives, and better understand outcomes. Presentation Slides »

Provides insight into the mechanisms for pools of pharmacy benefits management (PBM). This session shares information on PBM service components, financial structures, and more. Presentation Slides »

Sovereign immunity and tort caps have significant implications for public entity pooling -- pools without them can face substantial uncapped payouts, while pools with outdated limits may find themselves engaged in additional litigation. Presentation Slides »

Review examples from pooling organizations that have embarked on the ERM journey and end with a better understanding of how ERM applies to pool and member operations, and ideas about how to take the next steps. Presentation Slides »

Review tactics and best practices for creating an annual organizational stewardship report to keep your Board of Directors aware of the progress your pool has made on its strategies and goals. Presentation Slides »

Information about the new audit program, how to have compliant policies and procedures, and what specific areas of concern auditors will focus on.

• Presentation slides
• Privacy policies and procedures
• BYOD policies

Stories from AGRiP member pools about the ways in which their wellness programs have evolved, their efforts to measure results, and their current approaches to developing and maintaining the programs. 

• Presentation slides
• Designing a Compliant Wellness Program