2021 VIRTUAL ANNUAL MEETING

FULFILLING OUR MISSION

IN THE NEW ECONOMY

FEBRUARY 9th, 2021 / 10:30AM PST / ONLINE

OUR MISSION

The Surplus Line Association of California’s mission is to ensure that a responsive and lawful surplus line insurance market is maintained in California. Our measures of success in this respect are that the consumer is protected, the needs of the regulators are well-served, and unlawful activities are curtailed. Through a professional and committed organization, utilizing state of the art technology and a challenging work environment, we respond to the needs of the California consumer, our membership, and appropriate public agencies. We provide education, processing, evaluation, and dissemination of surplus line data and information to help ensure the financial integrity and stability of the surplus line market.

Anti-Trust Resolution

by Dan Brown

Welcome & Chair Remarks

by Terri Moran

Election of Officers / Meeting Minutes

by Terri Moran

CEO Comments

by Benjamin McKay

Keynote Address

by Dr. Robert Hartwig

Education Committee Report

by Tim Chaix

Legislative Committee Report

by Hank Haldeman

Adjournment

by Terri Moran

SPEAKERS

Terri Moran

Chief Underwriting Officer
Paul Hanson Partners

Terri Moran is the Chief Underwriting Officer of Paul Hanson Partners – Specialty Insurance Solutions, which provides insurance placement and risk management to the transportation industry as well as underwriting, consulting and program administration services for a number of carriers.

Prior to this, Terri Moran was a Senior Vice President and Western Regional Executive for Vela Insurances, a WR Berkley Company, for 8 years. She was responsible for managing groups that insured products liability, miscellaneous professional liability, and a variety of construction products for general contractors and sub-contractors in the Western Region. Additionally, she was responsible for a team that insured both Commercial and Residential Wrap Ups and large project specific business nationally.

Terri Moran has more than 35 years of underwriting and marketing experience in the commercial insurance arena. She has been on the Board of Directors for the California Surplus Lines Association for 5 years and is the current Chair.

Robert Hartwig PhD, CPCU

Clinical Associate Professor & Director, Risk and Uncertainty Management Center at University of South Carolina

Clinical Associate Professor of Finance in the Moore School of Business at the University of South Carolina and teach courses in Risk Management and Insurance, Property/Casualty and Life/Health Insurance as well as courses in Corporate Finance. I am also Director of the Moore School’s Center for Risk and Uncertainty Management. I came to USC after nearly 25 years in the private and government sectors, mostly recently as President and Economist for the Insurance Information Institute in New York. USC has one of the largest and highest ranked Risk Management and Insurance Programs in the United States and I look forward to helping move that program to the next level in the years ahead.

Benjamin McKay JD, MPA

CEO & Executive Director
The Surplus Line Association of California

Ben McKay is the CEO & Executive Director of the Surplus Line Association of California (SLA), the largest association of its type in the country. Prior to leading the SLA, Ben spent eight years with the Property Casualty Insurers Association of America (PCI) as its Senior Vice President for Federal Government Relations. In that role, Ben was named one of Washington D.C.’s Best in the Business for Business five times by The Hill, one of the city’s leading political newspapers. Before his time at PCI, Ben served as Chief of Staff to a member of United States Congress in Washington, D.C. where he worked on financial services and international relations issues. While in Washington, Ben also taught a class to MBA candidates entitled Business and Government.

Other career highlights include eight years as staff to members of the Florida House and Senate, where he worked on insurance, economic development, banking, criminal justice, and other important issues. He then served a tour as a regulator at the Florida Department of State, where he served as Deputy Secretary for International and Legislative Affairs and later as the youngest Chief of Staff in the history of the 750-employee department.

Currently, Ben is coauthoring the book Annotations to Surplus Lines Statutes on behalf of the Excess, Surplus Lines, & Reinsurance Committee of the American Bar Association. Additionally, he serves as the Chairman Emeritus for First Finance Capital, the nation’s largest certified development company. He serves as a member of the board of the California State, Fullerton, School of Risk Management and Insurance, and the Advisory Council of the University of Colorado School of Risk Management. Also, Ben is a member of the Western Division Board of Directors for the Insurance Industry Charitable Foundation.

Ben received his Bachelor of Science from Florida State University, his Master in Public Administration from Harvard University, and his Juris Doctor from Catholic University. He is a Lifetime member of the FSU Alumni Association and member of their national board of directors.

Ben lives in Danville, California with his wife Danielle and their three children: Margaret, Elizabeth, and Lincoln. Ben and his family enjoy many outdoor activities but especially fishing, camping, and scuba diving.

ABOUT US

The Surplus Line Association of California serves as the statutory surplus line advisory organization to the California Department of Insurance (CDI) and facilitates the state’s capacity to monitor and direct surplus line brokers’ placements of insurance with eligible surplus line insurers. Working with its members and the CDI, the Association assists its members’ compliance with California laws and regulations; helps maintain a healthy, fair, and competitive surplus line marketplace in California; and strives to protect the interests of California insurance consumers.
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