PLEASE CLICK ON THE SPEAKER TAB FOR THE SPEAKER PRESENTATIONS FROM THE FORUM


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A complimentary forum for insurance executives
Produced by Insurance & Technology and Patni

Managing the Document Life Cycle
for Cradle-to-Grave Compliance
Thursday, October 27, 2005
The Fairmont Hotel, Chicago, IL
8:30am-11:30am

Anxiety about increasing business transparency – and the necessity to provide an adequate audit trail – can lead to a packrat mentality when it comes to document retention and management. But ensuring that every document is kept is a far cry from responsible records management, and can actually increase both the difficulty and the risks of running the business. Documents have a life cycle: they are born, pass through a series of events, and generally arrive at a time to die. Mastering a fast growing population of paper and electronic documents is a matter of tracking them from cradle to grave: for access, for business analysis and decision-making, for compliance, and for eventual disposal to mitigate document-based risks that threaten both corporate memory and the bottom line. What you will learn:

• creating a document management technology infrastructure
• diminishing dependence on paper records
• matching diverse compliance requirements to documents
• mastering document workflow
• reducing costly storage requirements

Network with your peers about your compliance, document & records management challenges during this ˝ day forum presented by Insurance & Technology and Patni

Who Should Attend? This forum is an invitation-only event for Insurance executives with line-of-business, management and technology purchasing/recommending responsibilities. It is a complimentary event for qualified attendees.

REGISTER EARLY- SPACE IS LIMITED!!

REGISTER NOW- TWO iPOD NANOs TO BE RAFFLED AT FORUM ! Great odds - don't miss your chance to win – see rules for details

THIS EVENT IS COMPLIMENTARY
Please Note: This event is open to executives from insurance institutions only. Each applicant will be reviewed and qualified registrants will be forwarded a confirmation notice, which is needed to enter the event.

Managing the Document Life Cycle
for Cradle-to-Grave Compliance
Thursday, October 27, 2005
The Fairmont Hotel, Chicago, IL
8:30am-11:30am

First Name * Last Name * Title * Name of your Department/Division * Company * Address * City * State * Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Dist. of Columb. Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Other... ZIP * Phone * E-Mail * Please enter your email address. Your registration confirmation will be sent via email to this address.     Your email address is required for registration verification. For details about the use of the information, please read the CMP Privacy Statement.

If you have questions about registration or would like further assistance, contact Diana Milbert, event operations manager, at 415-947-6754 or dmilbert@cmp.com.

Please see below powerpoints documents for Presentations from the Forum.

John C. Blackshire Jr. CPA CEO The Accountware Group, Inc. Download Presentation (ppt) John C. Blackshire, Jr. CPA is the CEO of The Accountware Group, Inc. (TAG). He has over 30 years of business management, internal control development, auditing and application software experience. TAG is currently providing assistance to numerous organizations in addressing Section 404 of the Sarbanes-Oxley Act of 2002. During Mr. Blackshire's career, he has conducted numerous internal control audits, designed business process controls, designed automated accounting system controls and created several project and quality control methodologies. He has written numerous articles, presented continuing education seminars and published booklets on "Best Practices" in the accounting and finance functions. Mr. Blackshire is a member of the Institute of Internal Auditors. He received his undergraduate degree in accounting from the University of South Carolina. Mr. Blackshire is a member of the international business fraternity, Delta Sigma Pi and the honor's accounting fraternity, Beta Alpha Psi.

Judy Johnson VP, Principal Solutions Architect Patni Computer Systems Inc. Judy Johnson is Vice President and Principal Solution Architect in the Insurance Business Unit at Patni Computer Systems. Johnson brings over 20 years of business, technology and management experience to Patni. She is recognized throughout the insurance industry as a thought-leader on creating business value through advanced technology solutions and will use this expertise to enhance Patni's service offerings. Prior to joining Patni, Johnson was Vice President of Insurance Strategy for Sapiens Americas, a division of Sapiens International Corporation N.V. At Sapiens, Johnson was responsible for spearheading and managing the strategic direction of the company's North American Insurance Solutions Practice, as well as overseeing the introduction of the company's "Insight" product suite. Prior to joining Sapiens, Johnson served as Vice President of Insurance Industry Strategies at META Group, where she was instrumental in creating the Property & Casualty division of the practice and strongly supported clients around reinsurance and financial services issues as well. She led the development of strategic business and technology frameworks for effective planning, e-business implementation and technology selection. Johnson has worked on Wall Street and has also held senior consulting and information systems management positions at MetLife, AIG, Swiss Re-Insurance Company and American Re-Insurance Company. She holds a US patent in document management processes. Named one of the "Top Ten People You Need to Know in Insurance" by Technology Decisions for Insurance magazine in 2000, Johnson speaks at numerous industry conferences, vendor user groups and insurance client meetings. She is frequently quoted by the insurance media on trends and issues in the industry. A resident of New Brunswick, NJ, Johnson received a bachelor's degree in English and German from St. Cloud State University.

Piyush Singh CIO RLI Corp. Download Presentation (ppt) Piyush Singh is currently CIO of RLI, a leading specialty insurance organization. He is responsible for creating the vision and direction of RLI's IT strategy to take the specialty insurer to the next generation. As a company, RLI deploys technology to its fullest potential, venturing into areas where others do not and striving for business transformation rather than automation. In this environment, Piyush is charged to manage RLI's nimble but extremely effective IT infrastructure. Its simple but effective IT strategy has led the company to deploy leading edge front-end application systems while the competitors have struggled with legacy systems and "build versus buy" decisions. Piyush started his IT career in 1988 as a consultant with CitiCorp's overseas development center. He moved on to ANZ Banking Group and was involved in international assignments in Australia, Greece, the UK, Singapore and the Middle East. Thereafter, he joined Price Waterhouse's Management Consulting Services group in Jamaica, working on large government contracts and with a local insurance carrier. He joined RLI in 1994 as a database administrator, moved up the ranks to be the VP of IT in 2000 and was promoted to be the CIO in 2004. Piyush holds a master's degree in computer applications from University of Delhi as well as an MBA in finance from Bradley University. He has also completed a professional designation, CPCU (Chartered Property and Casualty Underwriter) and attended the Advanced Executive Education program conducted by AICPCU at Wharton Business School, University of Pennsylvania. Piyush has been involved with several industry associations, colleges and community organizations for a long time. Piyush has spoken regularly at insurance and technology conferences and seminars and has been featured several times in trade magazines and journals. He has also spoken at the Insurance Executive Leadership seminar at the Wharton Business School.

Debra Sabatini Hennelly, President Compliance & Ethics Solutions LLC Download Presentation (ppt) Debbie Hennelly is President of Compliance & Ethics Solutions (CES), based in Mendham Township, New Jersey, providing comprehensive consulting services to public and private client organizations. CES helps clients develop practical approaches to building, enhancing or systematizing their legal compliance and reputational risk management programs. Prior to founding CES, Ms. Hennelly was Head of Strategy & Operations, Group Compliance & Ethics, for BP plc, based in London and the US. Her responsibilities included developing BP's global compliance strategy and program tools, facilitating the coordination of BP's efforts into a single, effective global compliance program. Prior to joining BP, Ms. Hennelly served as Special Counsel to Compliance Systems Legal Group, advising multinational clients on their compliance programs. She also served for two years as Vice President & General Counsel of Integrity Interactive Corporation, which specializes in Internet-based compliance and ethics training programs. Ms. Hennelly, an experienced compliance lawyer, spent nine years in the legal departments of AT&T Corp., Lucent Technologies Inc. (AT&T spin-off) and Avaya Inc. (Lucent spin-off). Until 2002, Ms Hennelly, was corporate counsel for regulatory and compliance at Avaya, developing and implementing a global, web-based ethics and compliance program. Before joining AT&T in 1993, she practiced environmental law with Bryan Cave (Washington, DC) and Riker, Danzig (New Jersey). Prior to practicing law, Ms. Hennelly was a construction engineer for Exxon Company, USA. She earned her B.S.E., magna cum laude, in civil and environmental engineering from Duke University, and she received her J.D. from the University of Virginia School Of Law. Ms. Hennelly has written and lectured extensively on compliance issues. She is the past Chair of the Association of Corporate Counsel's Environmental Law Committee and recently served as the Assistant Chair of ACC-Europe's Compliance & Ethics Committee. Ms. Hennelly is currently a member of the Board of Directors of New Jersey Appleseed, a local center of the Appleseed Foundation. She also served on the Alumni Council of the University of Virginia School of Law and is currently a member of its Alumni Association Advisory Committee.

Anthony O'Donnell, Sr. Editor Insurance & Technology Anthony has covered technology in the insurance industry since 2000, when he joined the editorial staff of Insurance & Technology. As an editor and reporter for I&T and the InformationWeek Media Network he has written on all areas of information technology in the property/casualty, life and health insurance industries, following the trends and issues faced by senior technology executives. In addition to reporting and editorial duties for I&T, O'Donnell also serves as a moderator and speaker at industry events and broadcasts. He began his editorial career in the healthcare industry where he reported and edited for medical publications with a variety of audiences, from the general public to physicians and researchers. He has also worked in the healthcare field as a media relations professional and Spanish/English interpreter/translator, and has taught English composition and conversation classes to native speakers of Spanish. O'Donnell lives in the Portland, Oregon area with his wife and son.

Managing the Document Life Cycle
for Cradle-to-Grave Compliance
Thursday, October 27, 2005
The Fairmont Hotel, Chicago, IL
8:30am-11:30am


The Fairmont Chicago
Regent Room
200 N. Columbus Drive
Chicago, IL 60601
312-565-8000-main local number for directions
800-441-1414 - Reservations
www.fairmont.com/chicago

If you are interested in hotel reservations, please e-mail insuranceandtech@cmp.com and mention that you are attending "I&T/Patni Forum" for a special room rate of $259.00 per night. (Offer is subject to availability and expires on 10/13/05.)

If you have questions about hotel reservations contact, Diana Milbert, event operations manager, at 415-947-6754 or dmilbert@cmp.com.

www.patni.com

Patni Computer Systems is a global IT Services provider servicing the insurance industry. Patni increases the effectiveness and efficiency of insurers’ operations by enabling them to outsource their non-strategic processes and refocus resources on activities that are core to their business. We achieve this by combining deep and broad insurance domain expertise, process excellence, and flexible, personalized service.

Patni’s outsourced IT consulting and software services span major insurance lines of business including Life & Annuities, Health, Property & Casualty, and Reinsurance, and our deep experience in the insurance domain extends to all stages of the insurance business cycle.

Our services and solutions help insurance companies improve bottom-line operational efficiency and meet new business objectives. These service offerings include Application Development & Maintenance, Business Analysis and Process Consulting, and Business Process Outsourcing.

Patni supports over 20 million life and retirement policies and the largest property & casualty claims application in the world, and our clients include many of the world’s leading insurance companies. We understand that our customers have a choice of providers with whom they can do business, so we strive to build deep associations with our customers through constant skill and competency development and exceptional flexibility, service, and responsiveness.




www.insurancetech.com

Insurance & Technology's core mission is to provide insurance decision-makers with the information they need to get a return in the technology investments required to advance business strategies. Insurance &Technology's core strength lies in our ability to deliver a complete market view through coverage that runs the gamut from claims processing, policy management, e-business strategy and outsourcing to systems integration and business intelligence.

Insurance & Technology, part of the InformationWeek Media Network, provides thought-leading coverage in print, online (www.insurancetech.com and e-mail newsletter) and live events, including the Executive Summit and the Leadership Forum series. Our new multi-channel Connected Enterprise series covers the challenges and opportunities related to achieving straight-through processing in insurance.