Podcasts about gallagher bassett

"We're creating that room for people to be in the right place, to meet the right people, to grow their career."From accidental beginnings to intentional leadership – that's the journey so many of us take in the insurance industry. This fascinating conversation with Amy Cooper, founder of RISE and VP of Carrier Practices at Gallagher Bassett, reveals how one organization is transforming the future of insurance talent development.Like most professionals, Amy stumbled into insurance by chance. But what she found was an industry full of opportunity paired with a looming talent crisis. Her response? Creating RISE – now a thriving community of over 7,000 members across 14 countries dedicated to developing the next generation of insurance leaders.The timing couldn't be more critical. As Amy explains, the industry faces a perfect storm: mass retirements accelerated by COVID-19 combined with remote work environments that eliminate organic mentoring opportunities. RISE addresses these challenges by providing free membership and structured development programs that complement technical training with crucial "human skills" development.What makes this conversation particularly valuable is the practical advice for both early-career professionals and companies looking to attract top talent. Amy outlines specific strategies for getting involved with RISE's mentorship programs, educational series, and committees. She also shares insights on how companies can better attract Gen Z through mission-driven storytelling, technological innovation, and meaningful workplace flexibility.The passion behind RISE shines through in Amy's gratitude for the volunteer mentors and board members who make the organization's work possible. Their collective commitment reminds us that while insurance might be an "accidental" career for many, developing the next generation of leaders requires intentional effort from everyone in the industry.Whether you're just starting your insurance journey or looking to give back after years in the field, this episode offers valuable perspective on how we can collectively shape the future of our industry through meaningful connection and growth.Season 9 is brought to you by Berkley Industrial Comp. This episode is hosted by Greg Hamlin and Mike Gilmartin.Visit the Berkley Industrial Comp blog for more!Got questions? Send them to marketing@berkleyindustrial.comFor music inquiries, contact Cameron Runyan at camrunyan9@gmail.com

Send us a textIn this episode, Yvonne and Rafael talk to Amy Cooper, Vice President Sales, Carrier Practice at Gallagher Bassett, and founder of Rise®, an amazing insurance community dedicated to empowering early-career professionals, attracting new talent, fostering networking opportunities, and providing access to invaluable resources, as described on the Rise® website. We are so excited to have Amy as our guest. We've been watching the tremendous growth of the Rise® community and the annual Rise® Leadership Summit that happens every June. So listen as we chat with Amy about the annual event, speed mentoring, fun pop-up events, and more! To learn more about the Rise® Annual Leadership Summit, please visit them at https://riseprofessionals.com/Use code "COMP100" to save $100 on registration for this year's event. 2025 Rise® Leadership Summit June 16-18 Marriott Harbor Beach Resort and SpaFt. Lauderdale, Florida¡Muchas Gracias! Thank you for listening. We would appreciate you sharing our podcast with your friends on social media. Find Yvonne and Rafael on Linked In or follow us on Twitter @deconstructcomp

This week, Meghan and Jen chat with Kay Lewis, a Claims Supervisor at Gallagher Bassett

Kristy Sands, Vice President of Communications at Gallagher Bassett, joins Jim Flynn and Natasha Suber to talk about clear and effective communication in business. Interested in learning how to step up your organizational comms game? Listen to this episode of the IMCA peer2peer podcast.

Melissa Burt DeVriese is the President at Security First Insurance Company. She has been with Security First Insurance Company since 2009 and has been President since March 2020. Before serving as President, she held a variety of roles, including Chief Administrative Officer and General Counsel. Melissa holds an undergraduate degree from the University of Miami and a Juris Doctorate from Georgetown Law Center and is a licensed attorney in Florida, Washington D.C., and California. Before working at Security First, Melissa held a variety of legal and regulatory roles in Washington D.C. In today's episode of the In The Know podcast, Chris Hampshire and Melissa discuss the state of the homeowners market in Florida, attracting more talent to the industry, and unique challenges Melissa faces in her role.   These onsite episodes of the In The Know podcast are brought to you by Gallagher Bassett.   Key Takeaways   Melissa recalls her journey from law to insurance. Overcoming shortcomings in marketing the insurance industry. Melissa's experience as a female leader in the industry. Effectively keeping up with technologies from a small carrier's perspective. Industry evolutions in recent years, including diversity and attracting talent. Tactics and strategies for attracting and retaining personnel. The evolution of distribution strategies for both direct and agents. The current state of the unique Florida insurance marketplace. Key differences in approaching the Florida marketplace. Technology's role in the future from the underwriters' standpoint. Melissa's experience with the CPCU, insurance board, and education involvement. Messaging that needs to be shared with the rising generation of talent. Hiring insights and career progression from a president's perspective. A five-year look at the future of the insurance industry. Melissa's advice to her early career self.   Quotes “There are many similarities between the law and insurance.” “Unfortunately, I think insurance is viewed as very stale and old and probably male. And the fact of the matter is, that's not the case.” “We have so much innovation in the industry space.” “If we find the right person with the right aptitude and the right attitude, we teach them insurance.” “From an insurance marketplace perspective, Florida is incredibly unique.” “The most important thing you can stress to someone who's looking for a career at any stage of their career life cycle would be what insurance does in society.”

Michael Koscielny, MBA, CPCU, CIC, ARe, AIC, API, AIS, AINS, is chief executive officer and founder of Born2Lead, LLC. He has over 40 years of experience creating effective teams and innovative processes for underwriting and pricing for various insurance companies. He currently serves as Director of Marketing for Graduate Programs at The University of Olivet. He is an instructor for The National Alliance CISR and CIC designations and a Facilitated CPCU Study Group Leader for The Institutes. Koscielny has held many roles for The Institutes CPCU Society, including 2017 global president of the CPCU Society Leadership Council, 2017‒2018 President of the Underwriting Executives Council, and 2023 President of the Society of Insurance Trainers and Educators. He has written numerous articles and given many presentations. He published his first book Born2Lead: Lessons in Leadership, in 2023. In today's episode of the In The Know podcast, Chris Hampshire and Michael discuss his new book, the importance of training the next generation of leaders in the insurance industry, and the many mentorship and training experiences that led to success throughout his career.   These onsite episodes of the In The Know podcast are brought to you by Gallagher Bassett.   Key Takeaways   Michael shares his unexpected journey into the insurance industry. Insurance became his calling when Michael realized that insurance serves as the next responder in natural disasters. An overview of the unique demands of the Florida insurance market. The “why” behind Michael's short-lived retirement from the insurance industry. Writing a book successfully starts with not telling anyone that you're writing a book. Michael shares additional steps to effectively writing and publishing a book. Born2Lead highlights 13 attributes that address the reality that behaviors are not natural, they are learned. Michael shares his experience with trust, one of the essential attributes that is outlined in his book. Strategies for effectively training people and developing leaders. Instilling leadership qualities in others starts with giving them opportunities they wouldn't have otherwise. Benefits of membership and active participation in the CPCU Society. For Michael, initial leadership opportunities were met with hesitation but additional training and mentorship led to success. Michael reflects on what he wishes he would have known at the onset of his career.   Quotes “When there is a natural disaster, the first people there are the first responders. And when they leave, who's next?” “Most of the people I know in this business really care about the people they serve.” “There is a real need in our marketplace today for teaching leadership skills to emerging leaders.” “Acknowledge people, and not just the negative things they do.” “When someone does a great job, I want everyone in the organization to know.” “We're all born to lead, it's just a choice we have to make.” “As I made those steps in my career, more opportunities came to me in my work life.”

Omari Aarons-Martin is the Executive Director and Chief Operating Officer of the National African American Insurance Association, a 2,100-member 501c6 organization that works to diversify the insurance industry and provides professional development programming to its members. A champion of workplace inclusion and equity, Aarons-Martin has received recognition from Insurance Business America, the Greater Boston Chamber of Commerce and Business Equality Magazine for his leadership and volunteerism. He is a member of the Board of Directors for Big Brothers Big Sisters of Eastern Massachusetts and common cathedral, an outdoor congregational community for the unhoused, and serves on the Board of Trustees at Roxbury Community College. Aarons-Martin earned a Bachelor of Arts degree from Xavier University in Cincinnati, Ohio and Master of Divinity cum laude in Global and Community Engagement from Boston University School of Theology where he was a Howard Thurman Fellow and served as President of the Association of Black Seminarians. In today's episode of the In The Know podcast, Chris Hampshire and Omari discuss the current and possible future state of DEI in the insurance workplace, the role that NAAIA is playing in training and connecting African American members of the industry, and the need for increased collaboration and connection across all facets of the insurance industry.   These onsite episodes of the In The Know podcast are brought to you by Gallagher Bassett.   Key Takeaways Omari recalls his personal invitation into the insurance industry. The most appealing aspect of the industry was his transferable skills. The role that seminary theology training has played in Omari's career. Inclusion in the insurance industry is increasing at a promising rate. DEI at the C-suite level is still a work in progress. At NAAIA, members have access to extensive training and development. Attracting new talent through professional development offerings for African Americans. Tactics for better supporting and fostering professional DEI relationships. Benefits of the accessibility of in-person versus virtual meetings. The importance of collaborating and sharing ideas with your professional circles. A five-year look at the future of the insurance industry. Omari shares a few of the many things he would have liked to know at the onset of his career.   Quotes “I now understand central motivation, what brings people to the table and what they really care about.” “We've seen a lot of activity around diversity, equity, and inclusion — more conversations and more transparency.” “There is still much more [DEI] work that we need to do as we look at CEOs, C-suite, senior manager roles to see inclusion really take hold.” “We know that the way people move through the industry is in relationships.” “Starting with an audit and assessment of the [DEI] environment where you are is key.” “Finding the right solutions to close the [DEI] gap is really important.”

John M. Howard is chairman and CEO of Truist Insurance Holdings where he oversees the retail and wholesale insurance businesses. He has three decades in financial services and currently serves as executive sponsor of the SERVE (Supporting Emergency Responders & Veterans Engagement) Business Resource Group at Truist. He is chairman of the board of both The American College of Financial Services and The Institutes, board officer secretary for the Council of Insurance Agents & Brokers, an overseer of the Maurice R. Greenberg School of Risk Management, Insurance and Actuarial Science at St. John's University, and a member of the Insurance Policy Committee of the Board of Governors of the Federal Reserve System. Additionally, he is a prior chairman of the board of trustees of Gill St. Bernard's School, and recipient of the Hall of Fame Award from the Tri-County Scholarship Fund. Howard earned a bachelor's degree in economics from Columbia University and an MBA from Duke University and is a U.S. Navy veteran. In today's episode of the In The Know podcast, Chris Hampshire and John discuss the transformative retail and wholesale market, the changes that have impacted the insurance industry, and how an unconventional path has benefitted his career, from his days in the Navy to his current role as CEO.   These onsite episodes of the In The Know podcast are brought to you by Gallagher Bassett.   Key Takeaways John shares the unconventional career path that led him to his current position. Doing deals was initially more interesting to John than insurance itself. John's approach to transitioning from carrier to broker. A CEO's perspective on effectively building company culture. Evaluating whether an insurance brokerage company is a good cultural fit. Characteristics for new hires don't have to follow a conventional path. The CEO role has not always been what John initially anticipated. Key communication and education skills that apply to a wide variety of constituencies. John's involvement at the Institute professional organization at the volunteer level. “Never stop learning” – John's advice about continued education. Attracting new talent to the industry starts with embracing diversity and highlighting opportunities. The value of mentors in crafting a successful career. John's view on the transformative advent of technology in the insurance industry. The impact of technology on the brokerage community. Insights into current and future changes in the wholesale space. A five-year look at the future of the insurance industry. The advice that John would have benefited from in his early career.  

Teresa Chan is the Director of the Master's in Insurance Management program at Columbia University. She launched the program in 2019 after 27 years of insurance industry experience in legal, product, and business development. Prior to joining Columbia, Teresa was an advisor on the formation of MGU start-ups funded by Willis Group that leverage emerging technological capabilities to underwrite specialized markets on digital platforms and a consultant for energy performance warranty insurance. Teresa has a J.D. from Fordham University and a B.S. in Operations Research from the School of Engineering and Applied Science at Columbia University. She has been recognized by Business Insurance as one of “25 Women to Watch” and by ReActions Magazine as one of the “Top Insurance Women.” In today's episode of the In The Know podcast, Chris Hampshire and Teresa take a look at the value of giving back through insurance education. Teresa highlights her experience with transitioning from the corporate world to starting up an educational program at Columbia, the current state of the industry DEI, and her satisfying experience as a female leader in insurance.   These onsite episodes of the In The Know podcast are brought to you by Gallagher Bassett.   Key Takeaways Teresa highlights her career path from engineer to law school and eventually insurance. Characteristics of the insurance industry that appealed to Teresa initially. Teresa's approach to learning about a new topic, including product development. Top learning experiences from 27 years of experience. Bringing innovation to the new Insurance Management program at Columbia. Transitioning from a stable corporate job to starting up an educational program. The current state of DEI in the insurance industry compared to the onset of Teresa's career. Teresa's experience as a female leader in the insurance industry. Strategic tactics to address the talent gap in the industry. A five-year look at the future of the insurance industry.  

Jen Cogbill is the Senior Vice President of the GBCARE Advisor Team at Gallagher Bassett. With over 28 years of experience in the insurance industry, Jen currently directs GBCARE Advisor team strategies and training initiatives for the Gallagher Bassett Client Services and Claim Operations team. Her responsibilities include client engagement, industry presentations, data analytics, and review of integrated products and services. She acts as a liaison between the client servicing team, the product development team, and managed care operations to optimize products and service offerings. In today's episode of the In The Know podcast, Chris Hampshire and Jen discuss the role of medical management in the workers' compensation sector, the evolving state of the medical management sector in a post-pandemic world, and other key issues that are impacting the medical space in today's insurance industry.     Key Takeaways Jen reflects on her early career goals and the opportunities that led her to her current position. The appeal of workers' comp in supporting a company's brand, reputation, and financial success. An overview of the role of medical management in the workers' compensation sector. The evolving state of the medical management sector in a post-pandemic world. Defining evidence-based medicine support and the role it plays in workers' comp. Recent changes in the world of medical management data. Top issues that are currently impacting the medical space nationwide. Jen's advice for new managers as they begin leading teams. Jen shares her experience as a female leader in the industry. Tactics for attracting future talent into the insurance industry. A five-year look at the future of the insurance industry. Jen shares what she wishes she would have known at the onset of her career.    

Innovation is on everyone's lips nowadays, but it's not surprising seeing how important it is in the growth of companies but also how it can enhance our daily life, smoothen and accelerate certain processes and save time and money. However, it is quite a challenge to implement innovation within organisation. The guest of this episode is Nic Sproul, CCO at I Love Claims and former Director at Gallagher Bassett, who brings a wealth of experience and expertise in driving innovation within the insurance sector. Together we discuss the challenge of implementing innovation and how it is connected with certain change of mindset, letting go of what we know and pursuing the unknown.

Dave Gordon from Gallagher Bassett joins Jim Flynn and Natasha Suber to talk about building a successful marketing and communications team in insurance and why authenticity is key to success. Interested in building a better culture in your insurance organization? Listen to this episode of IMCA peer2peer.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. JP Navarro is Director of Client Relations at Hanna Brophy and a Board Member and the Secretary of the Rainbow Risk Alliance. In this episode, Justin and JP discuss JP's experience at RISKWORLD 2023, takeaways from LGBTQIA+ Community MeetUp, the objectives of the Rainbow Risk Alliance, and how the risk management community is addressing LGBTQIA+ issues. They also consider some effective initiatives and policies organizations can take to bolster inclusivity. They conclude with news of the June 22nd Second Annual PRIDE Social in West Hollywood.   Key Takeaways: [:01] About RIMScast. [:27] About today's episode: a discussion of Pride Month and LGBTQIA+ initiatives in the risk profession with a leader from the Rainbow Risk Alliance. [:38] All about upcoming RIMS webinars, and more! [1:09] The RIMS Canada Conference 2023 has been announced for September 11th‒14th in Ottowa! Visit RIMSCanadaConference.ca for more information. [1:26] On September 14th, the Spencer Educational Foundation returns to New York City for its Annual Funding Their Future Gala. The event will be held at the Cipriani on 42nd Street. A link is on this episode's notes. You can also visit SpencerEd.org. [1:42] Head to the RIMS.org/Advocacy page to find information about The RIMS Legislative Summit, which is returning to Washington, D.C. on October 25th and 26th. [1:56] Be on the lookout for the call for submissions for the RIMS ERM Conference, which will be held November 2nd and 3rd in Denver, Colorado! The first call for submissions was emailed in early June. Remember to check your spam box! There is a link to the web version in this episode's notes. [2:14] RIMS is partnering with Conrad Clark Nigeria for a RIMS CRMP Exam Prep virtual workshop Saturdays in July: July 1st, 8th, and 15th. Start your RIMS CRMP journey today! The link is in the show notes. [2:36] Happy Pride Month, folks! The Rainbow Risk Alliance was formed in 2021 to be a resource, networking hub, and center of support for the LGBTQIA+ community of the risk profession. JP Navarro is the secretary of the group and you might have seen him at RISKWORLD 2023 hosting a community meetup in the DE&I Lounge. [2:58] We are going to continue those dialogs by having him join us here to discuss Pride Month, how he feels the profession successfully approaches the concept of inclusivity, and how some inclusivity initiatives can be strengthened further. [3:20] Justin welcomes JP Navarro of the Rainbow Risk Alliance to RIMScast. [3:45] JP works for Hanna Brophy, a law firm in California, that works primarily in workers' compensation defense. JP does their marketing and business development, including a lot of networking. Hanna Brophy integrates into the world of risk as an advisor and provider of legal services to risk management throughout the community. [4:20] While developing many new relationships through networking across California and nationally, JP came to be involved with the Rainbow Risk Alliance by networking with two of its co-founders a few years back. When they started the RRA, they tapped JP to be one of the founding board members. [5:36] JP says RISKWORLD 2023 was fantastic. He loved being in Atlanta at a fantastic venue. Rainbow Risk Alliance had been invited by RIMS to host a community meetup session for the LGBTQIA+ community. They were placed next to some coffee! They drew quite a diverse crowd of people who networked and learned more about RRA. [6:35] It was an opportunity for people who were interested in learning how they can be allies; how they can work within their organizations to promote LGBTQIA initiatives. They had excellent conversations with different facets of the industry, including RIMS members and other parties. JP thinks that's one of the best things about RISKWORLD. [7:39] Members of the Rainbow Risk Alliance are risk and insurance professionals and risk-adjacent service providers based in California from all walks of the risk world life. One of the co-founders, Tamara Corbin, is a VP with Gallagher Bassett. JP tells how the alliance arose from an informal LGBTQIA+ network to boost community representation. [10:09] LGBTQIA+ stands for Lesbian, Gay, Bi-sexual, Transgender, Queer, Intersex, Asexual people. The “+” ensures inclusivity. The board has seven members, all from California. They have over two thousand members across the United States. [11:15] RRA is trying to get its roots grounded in the risk and risk-adjacent community spreading into a national organization with chapters supporting the various initiatives relevant to them and their community at large, with people who identify with LGBTQIA+ community and people who want to be allies and support it in their organizations. [11:54]  RIMS plug time! Sponsor a weekly or dedicated episode of RIMScast! Contact us at pd@rims.org. The virtual workshop, “Managing Worker Compensation, Employer's Liability and Employment Practices in the U.S.,” will be June 20–21, Register by June 19! [12:43] A three-part virtual workshop on data risk management will be June 15. Earn the RIMS Fundamentals of Risk Data Analytics and AI certificate when you complete this workshop series. See go.RIMS.org/dataworkshops. Registration closes June 14th. Additional courses are on September 14th and December 7th. [13:24] The webinar “Large-Scale Risk: How Walmart Manages the Risks Unique to Large and Growing Companies,” will be on June 22, 2023. Scott Fenstermaker of Riskonnect will lead the session. Scott tells about the webinar featuring Chip Hargrave of Walmart. It's going to be fantastic! Visit rims.org/webinars to sign up for webinars. [16:20] One of the biggest steps JP has seen is curiosity about, as a risk community, what we can do, not just to support our organization … [but] how we're impacting everything around us, and that curiosity leading to some pivotal discussions around what the risk community can do to support, taking a deep dive into important issues. [17:25] JP shares an example. What have organizations done as risk professionals about issues that may detrimentally impact the LGBTQIA+ community in times of disaster? What legal, cultural, and economic issues would they face as a result of a disaster? What have we done to address that proactively? [18:05] These are newer pieces of the risk conversation. JP sees this as a positive outcome from the risk community to address what they can do for the LGBTQIA+ community. [18:21] Regarding DE&I, there have been a lot of conversations over the last several years about what we can do to bolster DE&I initiatives within our industry. JP brings up curiosity, bringing the conversations to the table in public forums like RISKWORLD 2023. These conversations are popping up at key points throughout the year in the industry. [19:05] JP says that's great because it furthers this idea of curiosity. We're talking about it. As long as we're talking about it, we're making movement. JP says the risk community has picked it up and run with it. [19:22] In JP's professional work, he sees a lot of interest in understanding how organizations are supporting LGBTQIA+ and DE&I initiatives because it's important to them. How are we fostering development and recruitment into our industry? They're asking for metrics, conversations, and updates. [20:45] LGBTQIA+ is a personal identification that comes with a lot of things behind it. If somebody isn't comfortable with identifying at home, we can't expect them to do it at work unless it's anonymous. Surveys are not trusted to be anonymous. Think about what a safe workplace is. Are we inclusive? Look at the language of initiatives. [21:49] JP was reminded of this when he reviewed case law recently that included the word “firemen.” Firefighters include both men and women. JP has seen positive responses to the way we've adjusted the pronouns within our existing policies. Ensure that the language in your policies is inclusive. That's a huge step you can take now. [22:52] Employee Resource Groups (ERGs) can be an excellent source of information and a way to put your finger on the pulse of a company's culture as it's perceived by each group. Be open to listening to what those groups have to say. Those can be really difficult conversations; what is intended by a policy may not be what is perceived. [24:08] JP recommends that organizations consult with DE&I experts. Having a third-party perspective to help shape policies and craft initiatives is an excellent investment in an organization's culture. That's what speaks to the community at large. [24:45] Rainbow Risk Alliance has a Second Annual Pride Social on June 22nd. There will be drinks, hors d'oeuvres, and a drag show. It will be a social networking event in West Hollywood from 5 to 9 p.m. at the Chapel at the Abbey, seen on reality shows like The Real Housewives and The Vanderpump Rules. [27:56] Justin thanks JP for being on RIMScast and says he looks forward to seeing him at RISKWORLD 2024 in San Diego! JP thanks Justin and wishes everybody happy Pride! JP looks forward to being in San Diego and promises another Community Meetup! [28:23] Justin says a “special thanks to JP Navarro of the Rainbow Risk Alliance for joining us here today.” Rainbow Risk Alliance links are on the show notes. Also, see the links on the show notes for past coverage of Pride Month and DE&I initiatives. [28:51] Sponsor a RIMScast episode to reach a global audience! Justin shares other RIMS offerings, including a transitional membership, RIMS.org, Risk Management Magazine, and the Risk Management Monitor blog! Justin thanks you for your continued support and engagement!   Mentioned in this Episode: RIMS Canada 2023 — Sept. 11–14 in Ottawa! Spencer Educational Foundation — Funding Their Future Gala — Sept. 14, 2023 RIMS ERM Conference 2023 — Submit an educational session by June 30. Contribute to Risk Management Magazine RIMS Diversity Equity & Inclusion pageUpcoming Webinars: “Cyber Risk: Sharper Security or Dulled to the Danger?” | Sponsored by Beazley | June 20, 2023 “Large-Scale Risk: How Walmart Manages the Risks Unique to Large and Growing Companies” | Sponsored by Riskonnect | June 22, 2023 Upcoming Virtual Workshops: “RIMS Fundamentals of Risk Data, Analytics and AI” | June 15, 2023 | 10:00 am–2:00 pm ET | Registration Closes June 14 | Enroll Now “Managing Worker Compensation, Employer's Liability and Employment Practices in the US” | June 20–21 | 10:00 am–5:30 pm ET | Registration Closes June 19 | Enroll Now “Risk Appetite Management” | July 12–13 See the full calendar of RIMS Virtual Workshops Related RIMScast Episodes: “Risk Insight with AAIN Leadership” “Taking the “Next Steps” with NAAIA Executive Director and COO Omari Jahi Aarons”“RIMS DE&I in June 2022: Pride, Juneteenth, and National Indigenous History Month” “Launching DEI Initiatives with Tara Lessard-Webb” (2021) “Pride Month: How Risk Pros Can Protect and Uplift LGBTQ+ Employees” (2021) Sponsored RIMScast Episodes: “Insuring the Future of the Environment” | Sponsored by AXA XL (New!) “Insights into the Gig Economy and its Contractors” | Sponsored by Zurich (NEW!) “The Importance of Disaster Planning Relationships” | Sponsored by ServiceMaster “Technology, Media and Telecom Solutions in 2023” | Sponsored by Allianz “Analytics in Action” | Sponsored by Alliant “Captive Market Outlook and Industry Insights” | Sponsored by AXA XL “Using M&A Insurance: The How and Why” | Sponsored by Prudent Insurance Brokers Ltd. “Zurich's Construction Sustainability Outlook for 2023” “Aon's 2022 Atlantic Hurricane Season Overview” “ESG Through the Risk Lens” | Sponsored by Riskonnect “A Look at the Cyber Insurance Market” | Sponsored by AXA XL “How to Reduce Lithium-Ion Battery Fire Risks” | Sponsored by TÜV SÜD “Managing Global Geopolitical Risk in 2022 and Beyond” | Sponsored by AXA XL “Keeping Subcontractors Safe Through Partner Elevation” | Sponsored by Highwire “ESG: A Responsibility and a Growing Megatrend” | Sponsored by Prudent Insurance Brokers Ltd. “Prioritizing People: Focusing on Your Team to Deliver Exceptional Quality and Service to Your Clients” | Sponsored by Gallagher Bassett “Bermuda Opportunities in 2022 with BDA Chair Stephen Weinstein” | Sponsored by Bermuda Business Development Agency “SyncR: A Tool to Enhance Your Risk Quality & Insurance Strategy” | Sponsored by Prudent Insurance Brokers Ltd. “RIMScast: Navigating the Risk Landscape in 2022” | Sponsored by AXA XL “RIMScast: Prioritizing People: Expertise and Innovation” | Sponsored by Gallagher Bassett “RIMScast: Risk Findings for the Industrial & Manufacturing Industry” | Sponsored by Aon RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars Risk Management Magazine Risk Management Monitor RIMS Risk Leaders Series RIMS-Certified Risk Management Professional (RIMS-CRMP) RIMS-CRMP Stories — New interview featuring Broward County RIMS President Stacey Nielsen! Spencer Educational Foundation RIMS DEI Council RIMS Path to the Boardroom RIMS Events, Education, and Services: RIMS Risk Maturity Model® RIMS Events App Apple | Google Play NEW FOR MEMBERS! RIMS Mobile App RIMS Buyers Guide Dan Kugler Risk Manager on Campus Grant Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org and listen on iTunes. Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   Follow up with Our Guest: JP Navarro Hanna Brophy Rainbow Risk Alliance Rainbow Risk Alliance Royal PRIDE Social❤️Rainbow Risk Alliance: PRIDE 2023

On this weeks episode of The Kathryn For Real Podcast, Kathryn is joined by her brother-in-law, Dave Gordon. Dave is an internationally recognized brand, marketing and communications expert. He is an inspirational leader, speaker, and author with a mission to help people identify, communicate, and deliver their unique value to build stronger personal, team and corporate brands.  Dave is the co-founder of Gordon Creative, a brand alignment and communications consultancy. He is also the Chief Marketing Officer of Gallagher Bassett, a billion-dollar global risk management company, dedicated to helping clients limit the impact of risk on their business and their people.  His book, TIP: A Simple Strategy to Inspire High Performance and Lasting Success, is a multiple award-winning business book for anyone looking to advance their career with a stronger reputation, more recognition and improved results. Dave is a graduate of The Johns Hopkins University. He's not a doctor, but he did play one on TV.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Here to discuss the high-profile legislative issues that the RISKPAC is examining in 2022 is Trustee Greg McKenna!   As a Trustee of the only national political action committee representing risk managers nationwide before Congress, Greg takes listeners through what the RIMS Political Action Committee (RISKPAC) is all about, the big issues that RISKPAC is looking at (ahead of the RIMS Legislative Summit on Sept. 20th, 2022), and how RISKPAC is separate from — but works in conjunction with — the RIMS External Affairs Committee.   If you plan on attending the RIMS Legislative Summit in 2022 or want to learn more about what the RISKPAC Committee is all about, be sure to tune in!   Key Takeaways: [:01] About the RIMS Membership. [:14] About RIMScast. [:27] About today's episode. [:38] Upcoming RIMS webinars, workshops, events, and more! [1:51] More about today's episode. [2:35] Justin welcomes Greg McKenna to RIMScast! [3:00] Greg shares about his role at Gallagher Bassett. [4:00] Greg's involvement with RISKPAC and what RISKPAC is all about. [6:00] The common thread of the RISKPAC Committee's passion and dedication. [8:03] High-profile issues and legislative priorities for RISKPAC in 2022 and how they align with the RIMS External Affairs Committee. [12:00] RIMS plug time! Everything you need to know about upcoming events, webinars, and more! [14:13] Greg explains the Three Corners federal privacy bill and why it is of particular interest to the risk management community. [20:30] Greg highlights other initiatives that are coming up for the Legislative Summit that RIMScast listeners should know about and his general advice to listeners who plan on attending! [24:30] Greg shares one of his favorite experiences that he has had on the Hill with RIMS. [26:18] Justin thanks Greg McKenna for joining the podcast and shares some of the links to check in today's show notes.   Mentioned in this Episode: RIMS Events, Education, and Services: RIMS Legislative Summit 2022 — Sept. 20‒20th in Washington, D.C. RISKPAC NEW FOR MEMBERS! RIMS Mobile App RIMS Buyers Guide Contribute to RIMS Risk Management magazine Dan Kugler Risk Manager on Campus Grant Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information. RIMS Advocacy In-Person Events: RIMS Events App Apple | Google Play RIMS Canada 2022 — Turning Tides — Sept. 11th‒14th in Halifax! Register Today! RIMS ERM Conference 2022 — November 10‒11, 2022 | Indianapolis, IN — Agenda Now Live! RIMS Western Regional — Oct. 3‒5, 2022 — Long Beach, CA Spencer Educational Foundation | Annual Gala Returns Sept. 22, 2022 Virtual Workshops: RIMS South Asia Risk Forum — Dec. 2‒3, 2022 in Mumbai, India See the full calendar of RIMS Virtual Workshops Upcoming RIMS Webinars: Supply Chain Risk Management for Product Manufacturers: Production Risk Management in the Post-COVID Environment | Presented by the RIMS International Council | Sept. 7, 2022 Coverage Conversation: Economic Outlook and the P/C Marketplace | Sponsored by Gallagher CORE 360 Insights | Sept. 8, 2022 Reduce Your Risk of Electrical Fires | Sponsored by TÜV SÜD Global Risk Consultants | Sept. 15, 2022 Sponsored RIMScast Episodes: “Aon's 2022 Atlantic Hurricane Season Overview” (NEW) “ESG Through the Risk Lens” | Sponsored by Riskonnect “A Look at the Cyber Insurance Market” | Sponsored by AXA LA “How to Reduce Lithium-Ion Battery Fire Risks” | Sponsored by TÜV SÜD “Managing Global Geopolitical Risk in 2022 and Beyond” | Sponsored by AXA XL “Keeping Subcontractors Safe Through Partner Elevation” | Sponsored by Highwire “ESG: A Responsibility and a Growing Megatrend” | Sponsored by Prudent Insurance Brokers Ltd. “Focusing on Your Team to Deliver Exceptional Quality and Service to Your Clients” | Sponsored by Gallagher Bassett “Bermuda Opportunities in 2022 with BDA Chair Stephen Weinstein” | Sponsored by Bermuda Business Development Agency “SyncR: A Tool to Enhance Your Risk Quality & Insurance Strategy” | Sponsored by Prudent Insurance Brokers Ltd. “Navigating the Risk Landscape in 2022” | Sponsored by AXA XL “Prioritizing People: Expertise and Innovation” | Sponsored by Gallagher Bassett “Risk Findings for the Industrial & Manufacturing Industry” | Sponsored by Aon “Establishing the Right Assurance to Request From Business Partners” | Sponsored by HITRUST “Aon's 2021 Retail Industry Overview” | Sponsored by Aon “A Legacy of Resilience” | Sponsored by J.B. Boda Group “The Golden Era of Insurance” | Sponsored by The Hartford “Insurance Investigation Trends Happening Now” | Sponsored by Travelers “What Could a CRO Do for Your Business?” | Sponsored by Riskonnect “Hard Reality: A Look at Rising Rates in Property & Excess Casualty” | Sponsored by AXA XL “Property Valuation Deep Dive” | Sponsored by TÜV SÜD “Property Loss Control Engineering” | Sponsored by Prudent Insurance Brokers Related RIMScast Episodes: “RIMS General Counsel Mark Prysock on the RIMS Legislative Summit 2022” “Risk and Compliance Tips for Importers and Exporters in 2022” “RIMS Advocacy Update 2022 with Lynn Haley Pilarski” RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops Upcoming RIMS Webinars On-Demand Webinars RIMS Advisory Services — Ask a Peer Risk Management Magazine Risk Management Monitor RIMS Coronavirus Information Center RIMS Risk Leaders Series RIMS-Certified Risk Management Professional (RIMS-CRMP) RIMS-CRMP Stories — New interview featuring RIMS-CRMP Chairman Ward Ching! Spencer Educational Foundation RIMS DEI Council RIMS Path to the Boardroom   Want to Learn More? Keep up with the podcast on RIMS.org and listen on iTunes. Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   Follow up with Our Guests: Greg McKenna's LinkedIn   Tweetables (For Social Media Use):   “You've got a broad spectrum of people across the entire value chain of risk and insurance [in RISKPAC] and there is a place for everybody. These committees are a great way to involve yourself with people like [yourself].” — Greg McKenna   “This Three Corners bill is of interest … to the risk management community [because] it falls to a family of bills that would be about setting a national standard that would help to alleviate individual state action on an important topic, … data privacy.” — Greg McKenna   “[The RIMS Legislative Summit is] an absolutely fantastic way to interact with your colleagues [and] network among folks who are taking interest in these federal issues.” — Greg McKenna   “[The Risk Legislative Summit is] a good way to show your commitment [and] to crystalize the RIMS position on these issues. … People come from all over the industry … but when you get there, you're representing the interests of risk management … with one voice.” — Greg McKenna

Have you listened to our latest podcast yet? This week we were joined by Isabel Dovale, Vice President-Provider Network Development, Gallagher Bassett. In this conversation we dive into what she loves about her job, how she has been able to grow her leadership career and much more. We hope you enjoy the episode as much as we did! JOIN THE BLOOM COMMUNITY! www.justbloomcollective.com

Host Chris Hampshire is joined today by Dr. Brad Gronke, technical training manager for Gallagher Bassett and founder of Ignite P3. Dr. Brad is an outcomes-driven influential claims leader and public speaker with over 20 years of industry experience. He has joined the podcast for a conversation about diversity, equity, and inclusion and how the CPCU Society is working to broaden the talent base in the insurance industry. Dr. Brad shares the progress the insurance industry has made on diversity, equity, and inclusion, as well as some of the key areas that still have room for growth. He also offers insights into the meaningful ways that the insurance industry has supported him in expanding his network, improving his connections, and achieving his career goals.   Key Takeaways Dr. Brad reflects on his childhood dream of helping people, and the career path that has realized that dream. The aspect of human development that appeals to Dr. Brad and drives his mission. “Use it or lose it” applies to every aspect of human evolution, including our brains. How does the insurance industry present itself positively to the marketplace, and how could it improve? The insurance industry is there to carry people through loss, a fact that needs to be more clearly communicated. Humanity in business is always the best practice. The current state of diversity and inclusion in the insurance industry has plenty of room for future growth. It is essential that leaders focus on diversity, equity, and inclusion. Writing your personal diversity story is the first step in widening your reach. Key steps to attracting more diverse talent within the insurance industry. Dr. Brad reveals the successes that have come with starting Ignite P3. The value of the CPCU Society network in fulfilling passions and reaching career goals. Getting intentional, saying no, and increasing meaningful involvement. What Dr. Brad wishes he'd known when he started in the insurance industry 20 years ago.   Keep Getting Better IN2Risk 2022   Quotes “If we don't work our brains, if we don't continue to exercise them and grow our knowledge, then they're going to atrophy.” “Humanity in business is the best practice.” “If we put humanity first, the profits will come, the people will come, the talent will come.” As a leader, you have to be focused on diversity, equity, and inclusion.” “Greater intentionality has helped me deliver amazing results, professionally and personally.”

Jon Winsbury is Gallagher Bassett's executive vice president of the international division. Winsbury discusses a range of topics including the industry's approach to catastrophes, the role of brokers and ESG. NB: interview recorded before the Feb/March floods that hit Australia's east coast.

Get to know Greg McKenna, National Practice Leader, Public Sector. Yvonne and Rafael chat with Greg about his educational background, why he chose to practice law, working in governmental affairs for Gallagher Bassett , his current role and more. Greg literally "grew up" in the industry with family ties to Gallagher Bassett. Hear what that was like for him as a kid and how he feels about coming full circle with his work at GB. Lean in and find out why Greg thinks storytelling is an essential part of what we do in the insurance and workers' compensation industry.  We take a deep dive into storytelling. It's a subject matter that is near and dear to all three of us.Greg has been the host and emcee of WorkCompCentral's Comp Laude® People's Choice Awards for five years now. He masterfully weaves the various stories together each year and in doing so, teaches us why the art of storytelling matters. Grab your headphones and let's get to know Greg.¡Muchas Gracias! Thank you for listening. We would appreciate you sharing our podcast with your friends on social media. Find Yvonne and Rafael on Linked In or follow us on Twitter @deconstructcomp

Meet Caryn Siebert, Vice President, Carrier Practice for Gallagher Bassett. Caryn shares with us about her legal background, how she landed in the workers' compensation industry and she gives us a glimpse of what her current job entails. Lean in as Caryn talks about why she loves her job. Find out why she feels so lucky that she gets to do what she does every day. One thing about Caryn is that she loves to give back! A few of Caryn's passion projects include: Mentoring young professionals about the insurance industrySchool of Risk Management Insurance, Cal-State FullertonKids' Chance of CaliforniaGive Kids The WorldDiversity and Inclusion She also tells us what's happening in the industry that gets her excited. So get ready to learn more about Caryn. Are you ready? ¡Muchas Gracias! Thank you for listening. We would appreciate you sharing our podcast with your friends on social media. Find Yvonne and Rafael on Linked In or follow us on Twitter @deconstructcomp

Leaders from Gallagher Bassett, PURE Insurance and Butler Snow discuss how they are prioritizing diversity and inclusion for their employees and the customers they serve.  

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Named in honor of RIMS' first president, the Harry & Dorothy Goodell Award pays tribute to an individual who has furthered the goals of the Society and the risk management discipline through outstanding service and achievement.   RIMScast's guest today is the 2021 recipient of the Goodell Award, Pamela L. Popp! Pamela is the Chief Risk Officer and Executive Vice President at Gallagher Bassett. She has been a risk practitioner for decades and has had a tremendous influence in risk management, healthcare, and health law.   In this episode, they discuss Pamela's impressive career, her achievements and highlights, key lessons she has learned that have helped guide her career and fuel her passion, and the many ways in which she has contributed to the profession during COVID-19.   Key Takeaways: [:01] About RIMS' Global Membership. [:12] About the RIMS buyer's guide. [:49] About today's episode with Pamela Popp. [:54] Register now for the upcoming RIMS ERM Conference! [1:05] Upcoming RIMS current virtual offerings. [2:15] More about today's episode with Pamela Popp. [3:01] Justin welcomes Pamela to RIMScast! [3:10] Justin congratulates Pamela on winning the 2021 Goodell Award and she shares how it felt to receive it. [3:57] Pamela shares an abridged version of her career history. [5:13] How Pamela's primary passion, healthcare, intersected with risk management over the course of her career. [7:04] Pamela reflects on the first time that she heard the term “risk management” and what she originally thought of it. [8:06] Pamela highlights some of the professional challenges that she has had to overcome in her career. [9:35] When did Pamela learn about RIMS? How and why did she first become involved? And how has RIMS helped her career over the years? [10:32] Key lessons that Pamela has learned in risk management. [13:31] About the RIMS Mobile App, registration for the RIMS Canada Conference 2021, Spencer's Risk Manager on Campus program. [15:06] When did Pamela join Gallagher Bassett? [15:16] What was Pamela's original role when she first joined Gallagher Bassett? When and why did Pamela become the Chief Risk Officer? [16:23] About Pamela's responsibilities as the Chief Risk Officer at Gallagher Bassett. [17:45] How the department has grown under Pamela's supervision. [18:43] Why Pamela loves her role as Chief Risk Officer and the opportunity that it provides. [19:40] Pamela has previously helped launch the Certified Professional in Health Care Risk Management (CPHRM). What is it? When did it launch? And what inspired Pamela to help launch it? [22:31] How did Pamela feel when CPHRM first launched? What were some of the challenges prior to launching it? [24:00] What did Pamela learn during the COVID-19 pandemic? What did she implement? And what inspired her to write her article, “Standard of Care in Flux: Patient Safety and COVID-19”? [28:47] Pamela shares where she personally sees the future of risk management headed. [30:20] Pamela's advice for new or rising risk professionals to strengthen their careers against the backdrop of COVID-19. [31:57] Justin thanks Pamela Popp for joining RIMScast and shares some of the links to look out for in this episode's show notes!   Mentioned in this Episode: RIMS Events, Education, and Services: RIMS ERM Conference 2021 will be held Nov. 11th & 12th in NYC RIMS Canada Conference 2021: Register now! NEW FOR MEMBERS! RIMS Mobile App RIMS Buyers Guide RIMS 2021 Awards Issue of Risk Management Upcoming Webinars: September 9, 2021 | “Your Go-To-Market Strategy in a Nuanced Market: Maximize Outcomes and Build Stronger Relationships at Renewal” | Sponsored by Gallagher Core360 September 15, 2021 | “Thrive Through COVID in a Delta Variant World” | Sponsored by Aon September 21, 2021 | “10 Essential Steps to Rethinking Risk Assessment” | Sponsored by OneTrust GRC September 30, 2021 | “Prepare to Plug into a High-Powered Opportunity” | Sponsored by Travelers Sponsored RIMScast Episodes: “What Could a CRO Do for Your Business?” | Sponsored by Riskonnect “Hard Reality: A Look at Rising Rates in Property & Excess Casualty” | Sponsored by AXA XL “Property Valuation Deep Dive” | Sponsored by TÜV SÜD “Property Loss Control Engineering” | Sponsored by Prudent Insurance Brokers Virtual Workshops: RIMS-CRMP Exam Prep Virtual Workshops (October 2021) — Gain an edge with the RIMS-CRMP; the only internationally accredited risk management certification! RIMS Virtual Workshops: Claims Management — Register now for Nov. 8‒9th Spencer's Risk Manager on Campus Program — Volunteer Today! Related RIMScast Episodes: “RIMS 2021 Risk Manager of the Year: Michael Harrington” “Making the Grade: Cheryl Lloyd, Risk Manager of the Year Honor Roll Inductee 2021” “RIMS 2021 Award Winners: Elliott Long and Sue Mepham” “Betting It All On Risk: Mark Habersack, Heart of RIMS Award Recipient 2021” “Driving Legislative Change: Advocacy Update with 2021 Bland Memorial Award Winner, Lynn Haley Pilarski” “RIMS 2020 Award Winners: Audrey Rampinelli and Larry Glasser” Download any episode of RIMScast. RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops Upcoming RIMS Webinars On-Demand Webinars RIMS Advisory Services — Ask a Peer Risk Management Magazine Risk Management Monitor RIMS Coronavirus Information Center RIMS Risk Leaders Series — New interview with RIMS 2021 Risk Manager of the Year, Michael Harrington! RIMS-Certified Risk Management Professional (RIMS-CRMP) RIMS-CRMP Stories — New interview featuring guests, Charles Vu and Steve Pottle! Spencer Educational Foundation RIMS Advocacy   Want to Learn More? Keep up with the podcast on RIMS.org and listen on iTunes. Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook and Twitter, and LinkedIn.   Follow up with Our Guest: Pamela Popp's LinkedIn “Standard of Care in Flux: Patient Safety and COVID-19,” by Pamela L. Popp   Tweetables (For Social Media Use):   “[Winning the Goodell Award] was both an honor and a moment of self-reflection to just say, ‘Well, I honestly didn't think I was old enough to get a lifetime achievement award!' But obviously, it's great.” — Pamela Popp   “Risk management is as important, if not more important, than the management of the claims and litigation side of [your] business.” — Pamela Popp   “I would love to see risk management heading in a way that it continues to be given more and more credibility for the knowledge and experience that's necessary for someone to do well in their job.” — Pamela Popp   ‘'There's a tremendous amount of wonderful, proactive, … beneficial work that comes out of risk management. And I would love to see the industry really be recognized for that work as much as for what we do in a reactive way.” — Pamela Popp

In this episode, I interview my dear friend and female influencer in her own right, Caryn Siebert of Gallagher Bassett. Caryn shares her secrets for how she gets people to respond and take action when she asks them to, and how through her influence, she is able to support and help so many people. Caryn shares her career path, her first steps in building her influence, and strategies for creating a consistent ability to influence others. For more information or to contact Lacy, visit our website at https://realwomenrealsuccess.com, or email Lacy directly at lacy@lacyschoen.com

In this episode we have a conversation with Isabel Dovale from Gallagher Bassett. Sign up for the BLOOM Community: https://www.justbloomcollective.com/share/jtxR3bNwyBJIzEqW?utm_source=manual

Talking Points Radio Toni – Every Day Business with – Briony Schadegg Briony Schadegg HCI Founder, Director & Secretary (Human Computer Interaction) Briony Shadegg, during her time as a police officer has over 15 years of lived experience in dealing with trauma and challenges to wellbeing. Together with Ben Fink, Danny Connery and Joesph Cassar founded HCI Insights, an Australian developed and owned company based in SA in 2017. Their Mission “To empower users and organizations to positively and actively manage their wellbeing for improved ability to meet positive individual and organizational goals” Welcome to Radio Toni we are so privileged to talk to you tonight Briony First lets quickly talk about how the trauma of policing changed the way you thought about wellbeing? This experience drove your desire for better and that led to the new app Frank. 1. Briony can you tell me about why you and the team developed FRANK? - was developed around concepts and research findings described in The General Theory of Crime, Social Learning Theories, the Dunedin Longitudinal Multidisciplinary Study and others like it, during Briony's Policing Studies. Protection of privacy & user information 2. How is Frank meant to be used? - Franks is designed for installation on personal devices. It analyses the user's natural language using our cutting-edge machine learning algorithms to provide mood and emotional feedback, patterns and trends for individuals and organizations. 3. How do you protect a user's privacy whilst using this app? Our user's right to privacy has been at the forefront of every design decision we have made. Not breaching the trust of our users and setting the highest standard of integrity is paramount to us. 4. What sort of positive investment to you hope to achieve for organization? For organizations seeking competitive advantage, an investment in employee wellbeing is crucial in meeting organizational goals. Frank will do this by providing insights to empower your organization to act in a timely manner to achieve positive outcomes. Frank aims to facilitate: - Reduced absenteeism and presenteeism - Improved organizational loyalty - Improved employee & recruit perception as an employer of choice 5. What sort of positive investment to you hope to achieve for organizations? According to WHO, there is a 4:1 positive return on investment in wellbeing for individuals, organizations, the community and government. 6. How will the FRANK measure its success? Frank provides a unique measure of success that previously was not captured other than by way of anecdotal or survey evidence which can be unreliable. 7. What is behind naming the app FRANK? 8. What are some of the achievements for Frank so far? Our current shareholders are all South Australian based or ex-South Australians. We are an organization of choice for Carnegie Mellon University (CMU) internship program, mainly for machine learning. Our pilot is being independently run by Dr Miranda Van Hooff, Ex Director of Military and Emergency Services Health Australia. We have started securing foundation customer organizations such as Police Health and in final stages of negotiations and approvals with SA Department of Treasury and Finance, Scotch College and Gallagher Bassett. We have regularly seek the advice of our Advisory Board Chair Leesa Chesser, former SA Minister for Disability, Mental Health and Substance Abuse. We also periodically seek advise from; Professor Alexander McFarlane Dr Paula Dabovich Raymond Spencer Glen Rosie David Knox 9. What's next for the team behind Frank? Pilot The first phase of Frank's pilot is being facilitated by Dr Miranda van Hooff and her team at MESHA. The pilot is open to Australian Android users and over 200 people have been onboard so far. With the pilot still active, we have sent some data to MESHA for preliminary analysis, with an assessment to be provided in the next couple of weeks. Early feedback regarding the open-source keyboard, utilized solely for phase one pilot, was consistent with our assumptions, and has presented some challenges for pilot users, but is providing HCI with the necessary data to make an informed and objective assessment on our hypothesis. We have secured three pilot organizations for the 2nd Phase Pilot and have generated interest from other organizations, which we are exploring. Just a reminder, please “like” us on Facebook and LinkedIn Capital Raise Our capital raise round is open with the round closing on 30 June. Thank you to those who have reinvested and welcome to our new investors. Just a reminder that we have applied for a grant through the South Australian Government's Research and Commercialisation Startup Fund (RCSF). The RCSF grant will provide significant leverage for investors, with the grant (if approved) making up 44% of our investment round. Matching the funding dollar-for-dollar is a requirement of our application, so we appreciate anyone who can make a financial commitment. The due date is 30 April 2021 to demonstrate matched funding ($350,000). Failure to do so will require HCI to restart the RCSF application process again. While not preferable, it's certainly not catastrophic. We have all of the documentation from the EOI stage, as well as the final application, and should be able to progress through quite quickly, with the results from phase one pilot in hand as well. We have submitted an application to a few VC and Angel funds. In addition to investor dinners/presentations through CoVentured and Innovation Bay, to help boost the raise. Results of some of our applications are still pending. However, our Impaqt Fund application is looking promising and we will have a result in early June. We have been selected as a finalist for Innovation Bay's Startup Showcase at Southstart and will pitch on the 4th May in Adelaide. Our Southern Angels application has also been successful and we will be presenting to them on 3rd May. We are also exploring the 2:1:1 matched funding opportunity with the Digital Health CRC after recently speaking with CEO, Dr Terry Sweeney. Briony's SheEO membership and involvement in SheEO and Chooks SA continues to be fruitful, providing great exposure and presenting some of our current opportunities and new investment. Our Social Lights Podcast interview took place last week and we are waiting for it to be published online. We presented at Australian Healthcare Week Pitchfest, after being selected as one of eight finalists from over 65 startups throughout Australia. We didn't win but were honoured to be selected amongst some very high calibre (and well-funded) startups, gained some terrific exposure, received some excellent feedback and made some great connections. Special Announcement As mentioned briefly above…. We have been selected as a finalist for Innovation Bay's Startup Showcase at Southstart in May. We have been advised by the Events Manager that the event attracted a high number of applicants resulting in a highly competitive selection process. As you can imagine, we're really excited about this opportunity. Our Southern Angels application has also been successful and we will be presenting to them in May as well. 10 How can people be part of the development?

Talking Points Radio Toni – Every Day Business with – Briony Schadegg Briony Schadegg HCI Founder, Director & Secretary (Human Computer Interaction) Briony Shadegg, during her time as a police officer has over 15 years of lived experience in dealing with trauma and challenges to wellbeing. Together with Ben Fink, Danny Connery and Joesph Cassar founded HCI Insights, an Australian developed and owned company based in SA in 2017. Their Mission “To empower users and organizations to positively and actively manage their wellbeing for improved ability to meet positive individual and organizational goals” Welcome to Radio Toni we are so privileged to talk to you tonight Briony First lets quickly talk about how the trauma of policing changed the way you thought about wellbeing? This experience drove your desire for better and that led to the new app Frank. 1. Briony can you tell me about why you and the team developed FRANK? - was developed around concepts and research findings described in The General Theory of Crime, Social Learning Theories, the Dunedin Longitudinal Multidisciplinary Study and others like it, during Briony's Policing Studies. Protection of privacy & user information 2. How is Frank meant to be used? - Franks is designed for installation on personal devices. It analyses the user's natural language using our cutting-edge machine learning algorithms to provide mood and emotional feedback, patterns and trends for individuals and organizations. 3. How do you protect a user’s privacy whilst using this app? Our user’s right to privacy has been at the forefront of every design decision we have made. Not breaching the trust of our users and setting the highest standard of integrity is paramount to us. 4. What sort of positive investment to you hope to achieve for organization? For organizations seeking competitive advantage, an investment in employee wellbeing is crucial in meeting organizational goals. Frank will do this by providing insights to empower your organization to act in a timely manner to achieve positive outcomes. Frank aims to facilitate: - Reduced absenteeism and presenteeism - Improved organizational loyalty - Improved employee & recruit perception as an employer of choice 5. What sort of positive investment to you hope to achieve for organizations? According to WHO, there is a 4:1 positive return on investment in wellbeing for individuals, organizations, the community and government. 6. How will the FRANK measure its success? Frank provides a unique measure of success that previously was not captured other than by way of anecdotal or survey evidence which can be unreliable. 7. What is behind naming the app FRANK? 8. What are some of the achievements for Frank so far? Our current shareholders are all South Australian based or ex-South Australians. We are an organization of choice for Carnegie Mellon University (CMU) internship program, mainly for machine learning. Our pilot is being independently run by Dr Miranda Van Hooff, Ex Director of Military and Emergency Services Health Australia. We have started securing foundation customer organizations such as Police Health and in final stages of negotiations and approvals with SA Department of Treasury and Finance, Scotch College and Gallagher Bassett. We have regularly seek the advice of our Advisory Board Chair Leesa Chesser, former SA Minister for Disability, Mental Health and Substance Abuse. We also periodically seek advise from; Professor Alexander McFarlane Dr Paula Dabovich Raymond Spencer Glen Rosie David Knox 9. What’s next for the team behind Frank? Pilot The first phase of Frank’s pilot is being facilitated by Dr Miranda van Hooff and her team at MESHA. The pilot is open to Australian Android users and over 200 people have been onboard so far. With the pilot still active, we have sent some data to MESHA for preliminary analysis, with an assessment to be provided in the next couple of weeks. Early feedback regarding the open-source keyboard, utilized solely for phase one pilot, was consistent with our assumptions, and has presented some challenges for pilot users, but is providing HCI with the necessary data to make an informed and objective assessment on our hypothesis. We have secured three pilot organizations for the 2nd Phase Pilot and have generated interest from other organizations, which we are exploring. Just a reminder, please “like” us on Facebook and LinkedIn Capital Raise Our capital raise round is open with the round closing on 30 June. Thank you to those who have reinvested and welcome to our new investors. Just a reminder that we have applied for a grant through the South Australian Government’s Research and Commercialisation Startup Fund (RCSF). The RCSF grant will provide significant leverage for investors, with the grant (if approved) making up 44% of our investment round. Matching the funding dollar-for-dollar is a requirement of our application, so we appreciate anyone who can make a financial commitment. The due date is 30 April 2021 to demonstrate matched funding ($350,000). Failure to do so will require HCI to restart the RCSF application process again. While not preferable, it’s certainly not catastrophic. We have all of the documentation from the EOI stage, as well as the final application, and should be able to progress through quite quickly, with the results from phase one pilot in hand as well. We have submitted an application to a few VC and Angel funds. In addition to investor dinners/presentations through CoVentured and Innovation Bay, to help boost the raise. Results of some of our applications are still pending. However, our Impaqt Fund application is looking promising and we will have a result in early June. We have been selected as a finalist for Innovation Bay’s Startup Showcase at Southstart and will pitch on the 4th May in Adelaide. Our Southern Angels application has also been successful and we will be presenting to them on 3rd May. We are also exploring the 2:1:1 matched funding opportunity with the Digital Health CRC after recently speaking with CEO, Dr Terry Sweeney. Briony’s SheEO membership and involvement in SheEO and Chooks SA continues to be fruitful, providing great exposure and presenting some of our current opportunities and new investment. Our Social Lights Podcast interview took place last week and we are waiting for it to be published online. We presented at Australian Healthcare Week Pitchfest, after being selected as one of eight finalists from over 65 startups throughout Australia. We didn’t win but were honoured to be selected amongst some very high calibre (and well-funded) startups, gained some terrific exposure, received some excellent feedback and made some great connections. Special Announcement As mentioned briefly above…. We have been selected as a finalist for Innovation Bay’s Startup Showcase at Southstart in May. We have been advised by the Events Manager that the event attracted a high number of applicants resulting in a highly competitive selection process. As you can imagine, we’re really excited about this opportunity. Our Southern Angels application has also been successful and we will be presenting to them in May as well. 10 How can people be part of the development?

On this week's podcast we have special guest Dave Gordon, Chief Marketing Officer at Gallagher Bassett. With over 30 years of experience creating better leaders, high performing teams, stronger brands and loyal customers. We discuss stories in leadership based upon his experiences and as written in his book "TIP - A Simple Strategy to Inspire High Performance and Lasting Success." We share a glass of Five & Dime General Ale from Sockdolager Brewing Co. in Abilene, TX. Meet Dave Gordon: Dave Gordon is an internationally recognized brand, marketing, and communications expert. He is an inspirational speaker, author, coach, and leader on a mission to help people identify, communicate, and deliver their unique value to build stronger personal, team, and corporate brands. Dave’s work has positively impacted leaders, teams, organizations, and associations in countries around the world, including the United States, Canada, the United Kingdom, Australia, and New Zealand.Learn More about Dave and get a copy of his book at https://davegordon.net/