Financial Management Seminar

September 17, 2026

Hershey Country Club

Join PAMIC for our annual Financial Management Seminar, designed specifically for financial professionals in the mutual insurance industry. This one-day educational program provides timely insights into the financial, regulatory, and operational issues impacting today's property and casualty insurers.

Attendees will hear from industry experts on critical topics affecting insurance company financial performance. The seminar also offers valuable opportunities to network with peers, exchange ideas, and discuss best practices with colleagues facing similar challenges.

Attendees can earn CPE Credits for attending (PA only).

Attendee Registration

Sponsorship

Seminar Agenda

8:00 - 8:45 am: Breakfast

8:45 - 9:00 am: Welcome & Chairman Remarks

9:00 - 9:45 am: Legislative Update

Greenlee Partners

9:45 - 10:45 am: Every Dollar Needs A Job - Capital, Resilience and Strategic Choice for Mutual Insurers 

Every Dollar Needs a Job explores how mutual insurers can move beyond capital adequacy to manage surplus with greater purpose. Through an interactive case study, the presentation examines how capital can protect policyholders, absorb uncertainty, preserve strategic flexibility, and fund priorities such as growth, reinsurance, and technology.

Louis Mannello, Crowe LLP

10:45 - 11:00 am: Mid-Morning Break

11:00am - 12:00 pm: PA Insurance Department Update

We'll explore current reinsurance market conditions, key NAIC initiatives impacting reinsurance, effective program design, and best practices for managing reinsurance relationships and programs.

Crystal McDonald, PA Insurance Department & Keith Kaplan, Chief Liquidation Officer, Bedivere

12:00 - 1:00 pm: Lunch 

1:00 - 2:00 pm: AI Session

Crowe

2:00 - 3:00 pm:  Navigating the New Market Regime: Economic Forces, Capital Markets, and the Insurance Industry

The investment landscape has changed dramatically over the past several years. Higher interest rates, persistent inflation pressures, evolving monetary policy, and increased market volatility are reshaping opportunities and risks for insurers. In this session, Kevin Karpuk and John Paul Cavaliere will explore the key economic and capital market trends influencing insurance company investment portfolios, balance sheets, and long-term financial strategies. Attendees will gain practical insights into fixed income markets, equity valuations, recession risks, and portfolio positioning while learning how insurers can navigate uncertainty and capitalize on opportunities in the years ahead.

John Paul Cavaliere & Kevin Karpuk, CFA, Cornerstone

3:00 - 4:00 pm: Statutory Accounting and Tax Update

Scott Esworthy & Matt Harvey, Brown Plus

4:00 pm: Closing Remarks & Adjournment

Cancellation Policy

A refund minus a $50 administrative fee will be given if a written cancellation notice is received on or before September 10, 2026.  After this date, no refunds will be issued. Contact Lora Sharp at lsharp@pamic.org for more information. 

Questions?

Contact our Director of Communications, Education , & Events, Cindy Warren at cwarren@pamic.org or call 717-303-0197.

PAMIC Antitrust Statement 

Thank you to our Sponsors!

2nd Annual PAMIC Scholarship Golf Outing Registration

Tuesday, October 27th

The Links at Gettysburg

Lunch: 11 a.m. - Noon

Start for tee times: 11:30 p.m. 

Join us for a relaxing day on the golf course at the The Links at Gettysburg. The proceeds from this golf outing go towards the PAMIC Scholarship.

Golfers will be given a meal ticket for lunch. Lunch will begin at 11 am on the Red Rock patio.

Registration includes lunch at The Links and golf fees. 

About PAMIC's Scholarship Fund:

The PAMIC Scholarship Fund was formed in 2025 with students being awarded scholarships ranging from $500 to $2,500. The scholarship is designed to support and encourage the next generation of professionals in the mutual insurance industry. This scholarship reflects our commitment to education, leadership, and the continued success of our industry. Each year students are presented with checks at the Annual Convention in August. 

The Outing will be $150 per Golfer and $600 for a Foursome.

Last day to register is Wednesday, October 21, 2026.

Register  Scholarship Golf Sponsorship

Fall Conference is immediately following the Golf Outing at the Gettysburg Hotel, October 27 - 28th. To register for Fall Conference, you can register at the link below.

Fall Conference

Please note; If attending Fall Conference, the Welcome Reception will be between 5:00 - 6:00 PM at Gettysburg Hotel.

Golf will continue rain or shine unless other wise directed by The Links. Please contact Lora Sharp at lsharp@pamic.org for our refund policy.

Questions?

Contact our Director of Events and Education, Cindy Warren at cwarren@pamic.org or call 717-303-0197.

October 27, 2026

The Links at Gettysburg

This is NOT a PAC event.

All proceeds go to the PAMIC scholarship fund.

About PAMIC's Scholarship Fund:

The PAMIC Scholarship Fund was formed in 2025 with students being awarded scholarships ranging from $500 to $2,500. The scholarship is designed to support and encourage the next generation of professionals in the mutual insurance industry. This scholarship reflects our commitment to education, leadership, and the continued success of our industry. Each year students are presented with checks at the Annual Convention in August.

Sponsorship Options:

• $250 Hole Sponsor (includes recognition at hole with logo)
• $500 Golf Sponsor (includes sign recognition at event and logo included in all marketing materials)
• $800 Golf Ball Sponsor (Only 1 sponsor)
• $800 Lunch Sponsor 
• $1,000 Golf Sponsor (includes sign recognition at event, logo included in all marketing materials, and ability to provide 50 marketing items for golfers).
• If you are interested in donating directly to the scholarship, contact Lora at lsharp@pamic.org.

Marketing items should be sent to the PAMIC office at 4999 Louise Drive, Suite 304, Mechanicsburg, PA 17055 and addressed to Cindy Warren no later than Monday, September 28th.

SPONSOR

GOLF REGISTRATION

 

Questions?

Contact our Director of Communications, Education, & Events, Cindy Warren at cwarren@pamic.org or call 717-303-0197.

PAMIC Antitrust Statement

2026 Fall Conference

October 27-28, 2026
Hotel Gettysburg

This overnight education and networking event focuses on Underwriting and InsurTech.   The event will kick off on Tuesday, October 27^th with an evening welcome reception. 

Since we're back in Gettysburg this year, we're once again hosting a ghost tour. We'll take a short walk from the Hotel Gettysburg to the famous Jennie Wade house for the 90-minute tour beginning at 8:30 p.m. (This event is free for the first 15 people to sign up. Our max number of attendees for the ghost tour is 15. There will be a waiting list in case we have cancellations). 

We'll then move on to a day full of education on the 28^th for BOTH the InsurTech and Underwriting sides of our industry. 

Earn  CE Credits for attending!

Please note this is only Pennsylvania Licenses.

Register  

Sponsor       Ghost Tour Registration

The 2^nd Annual PAMIC Scholarship Golf will be on Tuesday, October 27 at 11:00 am at the Links at Gettysburg. For more information, please click on the links below.

Scholarship Golf Outing   Scholarship Sponsorship

Agenda

Tuesday, October 27

5:00 - 6:00 pm     Welcome Reception

8:30 - 10:00 pm      Spirits of the Jennie Wade House Ghost Tour

Wednesday, October 28

8:00 - 8:50 am              Breakfast & Registration

8:50 – 9:00 am       Welcome Remarks

9:00 - 10:00 am            Interactive AI Session

Chris Gearhart, Millville Insurance Companies

10:00 - 11:00 am        Agency Landscape Panel

Jason Ernest, Esq., IA&B & Tom Young, Datacrest

Moderator: Tony Lew, InsurTech NY

11:00 – 11:15 am         Break with Refreshments

11:15 am - 12:15 pm  Underwriting Automation Panel

Sandeep Manchada, Head of Insurance & AI at EXL

Shane Crockett, Harford Mutual 

Tim Baum, Datos

Moderator: Matt Holden, Goodville Mutual Insurance Group

12:15 – 1:15 pm          Lunch

1:15 - 2:15 pm          Cybersecurity

2:15 - 2:30 pm                 Break

2:30 - 3:30 pm            Telematics & Fleet Safety/Predictive Analytics

John Pettit, CEO off QuantivRisk

3:30 - 4:30 pm        Writing Small Business in a Changing Market

4:30 - 4:35 pm         Closing Remarks

Need a Room? Click here to reserve one.

You can also call into the hotel (717-337-2000) and book through the front desk. Please say you are part of the PAMIC Fall Conference.

Discounted room rate of $199 ends October 2, 2026.

Thank you to our Sponsors:   

Questions?

Contact our Director of Events and Education, Cindy Warren at cwarren@pamic.org.

PAMIC Antitrust Statement

Cancellation Policy

Refunds will be provided if written notice of cancellation is submitted on or before Tuesday, October 13, 2026.  

SPONSOR the
PAMIC Fall Conference

October 27-28, 2026
Hotel Gettysburg

This overnight education and networking event will kick off with an evening reception and then move on to a day full of education for BOTH the Insurtech and Underwriting sides of our industry.

Sponsor Register to Attend

Sponsorship

Why Sponsor this event?

• Keep your company name in the forefront of key decision makers
• Support the industry that you serve
• Sponsorship dollars are targeted to the industry you serve

What Sponsoring this Event will Get You:

• Logo listed within presentation and before seminar starts

• Logo listed on event announcement emails

• Logo listed on event webpage

• Sponsors will receive expected attendance in advance

• Social Media spotlights

Program Sponsors ($950) receive:

• Digital sponsorship signs made with their logo
• Recognition from the podium during the Committee Chairman's remarks
• Sponsorship ribbon on their name tag

Need a Room? Click here to reserve one.

You can also call into the hotel (717-337-2000) and book through the front desk. Please say you are part of the PAMIC Fall Conference.

Discounted room rate of $199 ends October 2, 2026.

Questions?

Contact our Director of Events and Education, Cindy Warren at cwarren@pamic.org or call 717-303-0197.

PAMIC Antitrust Statement  |  COVID-19 Policy  |  Contact