Broker Advisory Committee (BAC) Meeting Winter 2025

Date: Feb. 12 - Feb. 13, 2025

Location:
The Royal Sonesta New Orleans
300 Bourbon Street
New Orleans, LA 70130
(504) 586-0300

Hotel Accomodations:
The Royal Sonesta New Orleans
300 Bourbon Street
New Orleans, LA 70130
(504) 586-0300

UE will reserve a room for Tuesday, Feb. 11 and Wednesday, Feb. 12. Hotel confirmation numbers will be provided 48 hours prior to your arrival.

Questions? Contact msweeney@ue.org.

Day 1 — Wednesday, Feb. 12

12 p.m. — Lunch

1 p.m. — Welcome, Opening Remarks, and State of UE
Bryan Elie, VP of Underwriting and Product Management
Rick Mills, President & CEO

1:30 p.m. — The Liability Landscape
Sean Barnes, Vice President of Finance and Administration, Chief Financial Officer & Chief Investment Officer

2:15 p.m. — Claims Trends
Erin Finn, AVP and Associate General Counsel of Resolutions

2:45 p.m. — Break

3:00 p.m. — Underwriting Update and Product Changes
Bryan Elie, VP of Underwriting and Product Management

3:45 p.m. — Group Discussion - Charter Schools
Evan Jones, Director of Business Development
Julie Price, Senior Territory Manager

4:15 p.m. — Breakout Discussion

4:45 p.m. — Adjourn

5:30 p.m. — Meet in Lobby to Walk to Dinner

Day 2 — Thursday, Feb. 13

7:45 a.m. — Breakfast

8:15 a.m. — Welcome
Jeff Mills, AVP of Business Development

8:30 a.m. — Small Group Discussion: Future Market Opportunities
Cynthia Cook, Head of Portfolio Management

9:15 a.m. — Risk Management Resources and Developments
Christine McHugh, AVP of Risk Management

9:45 a.m. — Break

10 a.m. — Moderated Group Discussion: The Role of the BAC
Nancy Enderby, AVP of Underwriting and Product Management
Jeff Mills, AVP of Business Development

10:30 a.m. — Breakout Discussion: 2025 Business Planning

11:30 a.m. — Wrap Up and Key Takeaways
Jeff Mills, AVP of Business Development

11:45 a.m. — Adjourn (Box lunches available)