Sunday 26 July - Tuesday 28 July 2020 Novotel Sydney Manly Pacific 55 North Steyne Manly NSW 2095 - ANZIIF
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Sunday 26 July - Tuesday 28 July 2020
Novotel Sydney Manly Pacific
55 North Steyne Manly NSW 2095The Client Risk Management for Brokers Study Course, is an immersive study course,
offering participants a unique and practical case study based learning opportunity. The three-
day intensive learning program will be led by some of the industry’s senior risk management
experts and combines hands-on group work, expert presentations, knowledge sharing and
team building activities. At the conclusion of the event, participants will be able to immediately
apply their newly acquired knowledge, skills and techniques in managing their clients’ risks.
WHY ATTEND? WHO SHOULD ATTEND?
xclusive learning opportunity: Participants will
E The Client Risk Management for Brokers Study Course
receive guidance from senior risk management and is primarily targeted at mid-senior level brokers. The
insurance leaders who have deep technical expertise course is also ideal for professionals within broking
and industry experience. and insurance business enterprises who work directly
or indirectly in insurance. Other professionals who may
Uniquely structured: The intensive course will benefit include:
combine active and experiential learning such as
Risk managers
practical group work alongside industry peers and
team-building activities with expert presentations and Loss adjusters
knowledge sharing. Risk consultants/engineers
Lawyers
Professional recognition: Participants will receive a
Certificate of Attainment and can obtain: Underwriters
• CPD points Claims practitioners and
• 15 CIP points Service providers
If the ‘Assess Risk’ Skills Unit is completed (including
the exam):
• 10 credit points towards the Executive Certificate
in General Insurance Broking
Course inclusions: Accommodation, meals and study
materials will be provided throughout the three days.
ANZIIF will arrange this on behalf of participants
CIP:
15 PointsABOUT THE COURSE
Client Risk Management for Brokers is a three-day intensive risk management study course,
that looks at risk management as part of a holistic asset protection strategy. It will equip
participants with the tools to navigate, assess and manage risk, as well as understand the
core drivers of the insurer. Following the course, participants will be able to immediately apply
their newly acquired knowledge, skills and techniques to better manage their own clients’
risks and build stronger client portfolios.
Led by risk management experts, the course will provide participants with technical
knowledge and assist them in understanding the importance of risk in relation to their
company’s strategy, growth and underwriting philosophy. Participants will work in groups to
develop the skills to assist them in completing a practical, simulated case study and present
their learnings on the final day of the course.
PRE-COURSE ACTIVITY
To adequately prepare for the Client Risk Management for Brokers Study Course, participants
are invited to complete an online ANZIIF Skills Unit, Assess Risk – at no cost. The Skills Unit
will be available to participants to access approximately six weeks prior to the course to
formalise their learning as part of a future ANZIIF qualification. The Skills Unit is optional and
estimated to take between 20 to 25 hours to complete. Instructions and details of the online
course will be emailed directly to participants prior to the course.
The Skills Unit provides a solid foundation of risk the importance of cause, events and impact in
management from which participants can leverage their identifying risk
learning in the study course.
how to analyse a risk by determining the likelihood
On completion of the Skills Unit, participants will have a and consequence of a loss
detailed knowledge of: how to use a risk heat map to determine the priority
for treatment of a risk.
the risk management process in terms of the AS/NZS
ISO 31000 risk management standard
the importance of determining internal and external
factors and developing risk criteria to establish risk
management contextTHE EXPERIENCE
This course will provide participants with the skills and knowledge to identify, analyse and
evaluate the impact of risk. Participants will leave with the confidence to provide valuable
risk management advice and recommendations to their clients. Participants will be afforded
the opportunity to forge connections with peers and risk management professionals in a safe
learning environment.
Learning outcomes Case study
At the conclusion of the study course, participants Participants will work in groups to complete a real-life,
will be able to: simulated case study. Each group will represent a risk
management consulting group, tasked to present a risk
distinguish the difference between an overall management report to the CEO of the company. Interactive
business perspective and an insurance broking resources will bring the case study to life and will assist
perspective of risk management participants in developing problem-solving, analytical and
apply different techniques in identifying risks decision-making skills, providing a framework to apply
their learnings to their own clients.
apply various tools and methods to analyse the
causes of different types of risks Groups will present their risk management
recommendations to ‘key stakeholders’, on the final day
assess and evaluate the impact of risks of the course. The presentations will be assessed with
synthesize information and results of analysis constructive feedback provided to each group.
and assessment to recommend risk management
strategies, solutions, and monitoring approaches Group work
effectively communicate findings, risk analysis Working in a group to complete the case study provides
and assessment, and recommendations to key participants with an opportunity to collaborate and
stakeholders leverage the experience of others.
Groups will be supported and guided by a leader who is
Expert presentations an insurance practitioner with deep technical expertise
Risk management and insurance industry experts will honed from years of industry experience.
cover the following topics:
The concept of risk from a broker and a risk
manager’s perspective
Risk identification – understanding the risk universe
and insurance portfolio
Operational risk profile and insurance as a risk solution
Emergency, disaster and crisis risk management
planning
Financial risk profile
Strategic risk management, compliance and
governanceWHAT TO EXPECT
Day 1 — Sunday 26 July
10:00am – 10:30am Registration
10:30am – 11:00am Welcome and Course Introduction
11:00am – 11:40am
The concept of risk from a broker’s and a risk manager’s perspective
Robert Frost, Director – Strategic Risk Advisors
11:40am – 12:20pm
Risk Identification - understanding the risk universe & insurance portfolio
Luke Griggs, Head Property, Energy, Mining & Utilities ANZ, Director - Corporate Solutions - Swiss Re
12:20pm – 1:20pm Lunch
1:20pm – 2:35pm Group Case Study Session
2:35pm – 3:15pm Financial risk profile
Peter John Kavalamthara, Partner – Mortgages & Co
3:15pm – 3:45pm Afternoon tea
3:45pm – 5:45pm Group Case Study Session
5:45pm – 6:15pm Break
6:15pm – 6:45pm Drinks
6:45pm – 8:15pm Dinner
8:15pm – 10:30pm Group Case Study Session
Day 2 — Monday 27 July
8:30am – 8:45am Arrival Coffee
8:45am – 9:25am
Operational risk profile, adequacy of insurance as a risk solution and value of risk management.
Mervyn Rea, Head of Risk Engineering – Zurich
9:25am – 10:05am
Emergency, disaster and crisis risk management planning
Mervyn Rea, Head of Risk Engineering – Zurich
10:05am – 10:35am Morning tea
10:35am – 11:20am Group Case Study Session
11:20am – 12:00pm
Strategic risk management, compliance & governance
Robert Frost, Director – Strategic Risk Advisors
12:00pm – 1:00pm Group Case Study Session
1:00pm – 2:00pm Lunch
2:00pm – 4:00pm Group Case Study Session
4:00pm – 4:30pm Afternoon tea
4:30pm – 6:00pm Group Case Study Session
6:00pm – 6:30pm Break
6:30pm – 7:00pm Drinks
7:00pm – 8:30pm Dinner
8:30pm – 10:15pm Group Case Study Session
Day 3 — Tuesday 28 July
8:30am – 8:45am Arrival Coffee
8:45am – 9:45am Case Study Preparation
9:45am – 10:45am Group Case Study Presentations
10:45am – 11:05am Morning tea
11:05am – 12:05pm Group Case Study Presentations
12:05pm – 1:05pm Lunch
1:05pm – 2:05pm Group Case Study Presentations
2:05pm – 2:35pm Group Debrief / Feedback
2:35pm – 2:45pm Close & FarewellREGISTRATION
To register, please complete the registration form
enclosed and email Customer Service at
customerservice@anziif.com.
Please register by Friday 5 June 2020.
Places are strictly limited; we recommend that you book
early to avoid missing out.
For further information please contact Rebecca Ciavarella,
Event Manager by phone +61 3 9613 7200 or email
rciavarella@anziif.com
SPONSORSHIP
Sponsorship opportunities for this event are available.
For more information on how your organisation can
benefit as a sponsor of this leading professional
development event, please contact Sara Cheong,
Sponsorship Executive, by phone +61 3 9613 7200,
or email sponsorship@anziif.com
WHAT TO BRING
Participants should bring a laptop/tablet and smart phone
to the course to download the app, view course material
and conduct research.
104PDE_0819_800BECOME AN ANZIIF MEMBER AND SAVE
For $195* (Allied membership), you
can become an ANZIIF member and ANZIIF is the leading membership body and provider of education, training
and professional development services to the insurance and financial services
enjoy all membership benefits, as
industry in the Asia-Pacific region.
well as receive the member discount
ANZIIF members are recognised as industry professionals committed to learning
to attend the and professional development. In addition to the member benefits listed below,
ANZIIF also offers Skills Units, qualifications, short courses, compliance and
recognition of prior learning (RPL).
The benefits of membership are:
Access to lifelong
Professional
*election fee waived. learning –The
Development Events
Members’ Centre
Become an ANZIIF member
and save CIP/CPD Points
E-newsletters
Register
Individual non-member pricing
to attend CRMB is AUD $4,000
(ex. GST). Customised member
The Journal
experience
Become an ANZIIF member and only
pay the standard member price of
AUD $3,200 (ex. GST).
Why attend?
SAVE AUD $800 E xclusive learning opportunity: Participants will receive guidance from
senior risk management and insurance leaders who have deep technical
expertise and industry experience.
niquely structured: The intensive course will combine active and
U
Yes, sign me up to become experiential learning such as practical group work alongside industry peers
an ANZIIF member. and team-building activities with expert presentations and knowledge sharing.
A customer service representative rofessional recognition: Participants will receive a Certificate of Attainment
P
and can obtain:
will contact you to process your
• CPD points
membership payment. • 15 CIP points
Membership valid until If the ‘Assess Risk’ Skills Unit is completed (including the exam):
31 December 2020. • 10 credit points towards the Executive Certificate in General Insurance
Broking.
ourse inclusions: Accommodation, meals and study materials will be
C
provided throughout the three days. ANZIIF will arrange this on behalf of
participants.
104PDE_0919_800
Please return this form along with your event registration to CRMB, ANZIIF, Level 7, 628 Bourke Street, Melbourne VIC, 3000 Australia.
Email: customerservice@anziif.com | Conference and registration queries: (61 3) 9613 7200REGISTRATION FORM / TAX INVOICE
REGISTRATIONS CLOSE FRIDAY 5 JUNE 2020. PLEASE COMPLETE FORM IN BLOCK LETTERS.
PAYMENT MUST ACCOMPANY REGISTRATION FORM.
VENUE: NOVOTEL SYDNEY MANLY PACIFIC, YES, SIGN ME UP TO BECOME AN ANZIIF MEMBER.
55 NORTH STEYNE MANLY NSW 2095
A CUSTOMER SERVICE REPRESENTATIVE WILL CONTACT YOU TO PROCESS YOUR
DATE: SUNDAY 26 – TUESDAY 28 JULY 2020 MEMBERSHIP PAYMENT. MEMBERSHIP VALID UNTIL 31 DECEMBER 2020.
01 DELEGATE DETAILS 06 PAYMENT DETAILS
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PAYMENT IS MADE.
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MY REGISTRATION FEE WILL BE PAID BY (PLEASE TICK):
GIVEN NAME (S) ■ CHEQUE ENCLOSED ■ CREDIT CARD ■ EFT
SURNAME PLEASE DEBIT MY (PLEASE TICK):
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EMAIL (CONFIRMATION WILL BE SENT TO THIS ADDRESS) CHEQUES TO BE MADE PAYABLE TO:
ACCOUNT NAME: AUSTRALIAN AND NEW ZEALAND INSTITUTE OF INSURANCE AND
PREFERRED NAME FOR NAME BADGE FINANCE
BANK: NATIONAL BANK AUSTRALIA LTD
BRANCH: 330 COLLINS STREET, MELBOURNE
DIETARY REQUIREMENTS: ■ VEGETARIAN ■ OTHER (PLEASE SPECIFY) BSB: 083 004 ACCOUNT NUMBER : 51511 7195 SWIFT CODE: NATAAU3303M
OR
APPROVING MANAGER & POSITION ACCOUNT NAME: AUSTRALIAN AND NEW ZEALAND INSTITUTE OF INSURANCE AND FINANCE
BANK: BANK OF NEW ZEALAND
IF YOU HAVE BEEN REFERRED TO THIS COURSE BY A COLLEAGUE, PLEASE PROVIDE THEIR
BRANCH: WELLINGTON BRANCH
NAME
ACCOUNT NUMBER : 02 0500 0550383 025 SWIFT CODE: BKNZNZ22
WHEN PAYING BY EFT, REMITTANCE, DELEGATE NAME/S AND EVENT NAME MUST BE SENT VIA
02 COURSE PRICES (ALL PRICING EXCLUDES GST) EMAIL TO CUSTOMERSERVICE@ANZIIF.COM AND ACCOUNTS@ANZIIF.COM
AUD NZD
MEMBER ■ $3,200 ■ $3,430 07 CANCELLATION AND SUBSTITUTION POLICY
NON-MEMBER ■ $4,000 ■ $4,288
CANCELLATIONS RECEIVED IN WRITING BEFORE 3 JULY 2020: FULL REFUND LESS 25%
MEMBER GROUP BOOKING (3 OR MORE)^ ■ $2,880 ■ $3,087 SERVICE CHARGE.
NON-MEMBER GROUP BOOKING (3 OR MORE)^ ■ $3,600 ■ $3,859
CANCELLATIONS RECEIVED AFTER 3 JULY 2020: NO REFUND.
^When booking a group of 3 or more, please complete a separate registration form for each registration.
IN THE EVENT OF A REGISTRANT’S INABILITY TO ATTEND, A SUBSTITUTE DELEGATE IS
WELCOME. PLEASE EMAIL REPLACEMENT TO CUSTOMERSERVICE@ANZIIF.COM
03 IMPORTANT DETAILS
(WILL BE USED IN DETERMINING BEST SYNDICATE MIX)
PLEASE INDICATE HOW MANY YEARS OF EXPERIENCE YOU HAVE IN THE FOLLOWING: 08 PRIVACY POLICY
ANZIIF COLLECTS AND STORES YOUR PERSONAL INFORMATION FOR THE PURPOSES OF
RISK MANAGEMENT LEGAL
PROVIDING AND PROMOTING CONTINUING EDUCATION PROGRAMS AND MEMBERSHIP
BROKING FINANCE SERVICES.
THE INFORMATION YOU PROVIDE WILL NOT BE RELEASED TO ANY OTHER PERSON OR
CLAIMS ACTUARIAL ORGANISATION WITHOUT YOUR CONSENT UNLESS REQUIRED TO DO SO BY LAW.
UNDERWRITING REINSURANCE ANZIIF WILL ON OCCASION BE ASKED TO SUBMIT DELEGATE NAMES AND CONTACT
DETAILS TO EVENT SPONSORS.
LOSS ADJUSTING SERVICE PROVIDER ■ PLEASE TICK IF YOU DO NOT WISH YOUR NAME AND CONTACT DETAILS TO BE
RELEASED TO THE SPONSORS OF THIS EVENT.
OTHER (GIVE DETAILS)
■ PLEASE TICK IF YOU DO NOT WISH YOUR NAME AND COMPANY TO BE LISTED ON THE
COURSE EVENT APP.
04 OPTIONAL PRE-COURSE WORK TO REVIEW ANZIIF’S FULL PRIVACY POLICY GO TO ANZIIF.COM/ABOUT/
AN OPTIONAL ONLINE SKILLS UNIT ‘ASSESS RISK’ WILL BE SENT TO YOU APPROXIMATELY PRIVACYSTATEMENT
SIX WEEKS PRIOR TO THE COURSE DATE. THIS IS ESTIMATED TO TAKE ABOUT 20 – 25
HOURS TO COMPLETE. 09 EVENT TERMS & CONDITIONS
FILMING FOR PERSONAL AND PROFESSIONAL PURPOSES IS STRICTLY PROHIBITED.
05 ASSESSMENT AND RECOGNITION IF FOUND BREACHING ANY OF THE ANZIIF TERMS, ANZIIF RESERVES THE RIGHT TO
REMOVE DELEGATES FROM THE EVENT. BY ATTENDING AN ANZIIF EVENT YOU CONSENT
AN ASSESSEMENT WILL BE UNDERTAKEN DURING THE COURSE. IF YOU ARE AN ANZIIF TO USE OF FILMING AND PHOTOGRAPHY AT THE DISCRETION OF ANZIIF.
MEMBER YOU WILL RECEIVE RECOGNITION TOWARDS YOUR ANZIIF MEMBERSHIP, AS
ABN: 56 004 320 076
DETAILED IN THE COURSE BROCHURE.
TO CONFIRM YOUR BOOKING, CRMB, C/- ANZIIF EMAIL: CUSTOMERSERVICE@ANZIIF.COM
104PDE_0919
PLEASE COMPLETE THIS FORM LEVEL 7, 628 BOURKE STREET CONFERENCE AND REGISTRATION QUERIES:
WITH PAYMENT AND RETURN TO: MELBOURNE VIC, 3000 AUSTRALIA (61 3) 9613 7200You can also read
