2025 PAMIC Leadership SYMPOSIUm
June 17-18, 2025
Omni Bedford Springs Resort
Education for Executives, Managers, Board Members
and other leadership - including future leaders.
This summertime event focuses on strategic issues affecting the insurance industry. Join us for a round of golf on the 17th and a Welcome Reception that evening, followed by educational sessions on the 18th.
Interested in sponsoring this event? Register here.
Agenda:
June 17th
1:00 - 5:00 p.m. Golf Outing
5:30- 7:00 p.m. Evening Networking Reception
June 18th
8:00 a.m. Registration & Breakfast
8:45 - 9:00 a.m. Welcome & Opening Remarks
9:00 - 10:00 a.m. Women in Leadership - Closing the Gap One Rung at a Time
Julie Webb, founder of JMW Collective and prior insurance industry professional
The insurance industry is female-dominated. That's right! 59% of professionals in the sector are women. But the real gap isn't in the workforce; it's in the leadership. Only 22% of C-suite positions are held by women. Why does this matter? Because it's a business imperative. Companies with gender-diverse leadership teams are 25% more likely to outperform their peers.The disparity is no longer just about the "glass ceiling." The real culprit is what researchers are calling the "broken rung." This refers to the unique challenges women face in securing those critical first promotions that set the stage for future leadership.
Join us for an expansive conversation on closing the leadership gap. We'll explore the professional journeys of men and women in the workplace through milestone mapping and gain valuable perspectives from women in the C-suite arena during our interactive panel. Together, we'll uncover solutions for more women to rise and lead at the highest levels.
10:00 - 11:00 a.m. AM Best Update
Joe Burtone, Director of North American P&C Analytical Team
Please join Joe Burtone as he provides his perspective on the state of the insurance industry, with an emphasis on market challenges, including ongoing weather-related losses, efforts to achieve rate adequacy, casualty reserve challenges, stress testing and social inflation. The presentation will cover the AM Best’s current outlooks for the property & casualty and life & annuity markets and the impact of changing reinsurance capacity on primary carriers.
11:00 - 11:15 a.m. Break with Refreshments
11:15 a.m. - 12:15 p.m. From Overlooked to Optimized: Unlocking Hidden R&D Tax Credit Gold in Insurance
Patrick Rogers, Tax Principal & Research and Development Director, Brown Plus
The insurance industry is no stranger to innovation—from underwriting algorithms to customer-facing digital tools. Yet many of these advancements quietly qualify for substantial R&D tax credits that often go unclaimed. This presentation uncovers the untapped potential hidden in everyday operations, demonstrating how insurers can identify, document, and maximize their eligible R&D activities. Backed by a strong track record in the insurance sector, we’ll share real-world examples of how companies have turned overlooked initiatives into significant tax savings. You will gain clarity on navigating the complexities of R&D tax credit regulations while aligning with your organization’s innovation goals. We will cover key qualifying criteria, insurance-specific opportunities, and practical steps for compliance and optimization. Whether you're exploring the credit for the first time or seeking to enhance your current approach, this session will provide actionable insights to help you unlock what may be a goldmine in tax benefits.
12:15 - 1:15 p.m. What Mutuals Are Doing in the Evolving Market
Alexis Meunch, CFO, Mutual Capital Group & President of Mutual Capital Services
Evan Krozy, COO of Frederick Mutual Insurance Company
Lindsey DiGangi, VP Field Operations, PA Lumbermens Mutual Insurance Company
Moderator: Bob Brandon, President & CEO of Penn National Insurance Company
1:15 - 2:00 p.m. Lunch and Departure
