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AGENDA
DOUBLETREE BY HILTON
GRAND BALLROOM
MONDAY, OCTOBER 20, 2025
Pre-Registration
5:00 PM - 7:00 PM
Grand Ballroom Foyer
TUESDAY, OCTOBER 21, 2025
Registration
7:00 AM - 8:00 AM
Grand Ballroom Foyer
Buffet Breakfast
7:00 AM - 8:00 AM
Grand Ballroom A
Welcome & Overview
8:00 AM - 8:30 AM
Grand Ballroom BC
TJ Greenwood, Manager, Risk Safety Services, Safety Management Services Company (SMSC)
Breakout Options
Active Threat in the Workplace: Common Practices to Prepare Employees for Threats in the Workplace.
8:30 AM - 9:30 AM
Grand Ballroom BC
Austin Smith, Safety Consultant, SMSC
This session will educate attendees on how to recognize, respond to, and recover from active threat situations in the workplace through practical strategies and emergency response planning. It emphasizes situational awareness, effective communication, and coordinated actions to enhance safety and resilience.
Understanding the Captive Claims Process
9:30 AM - 10:15 AM
Grand Ballroom BC
Mark Fitzjerrells, Senior Vice President, Captives, Cottingham & Bulter
This session provides an overview of the captive claims process, focusing on the roles and responsibilities of all parties involved, including CBCS and the reinsurance carrier. Attendees will gain insight into the mechanics of how claims are handled within a captive structure, from initial reporting through resolution. The presentation will also explore how each party contributes to the process and emphasize the importance of alignment and collaboration to ensure a streamlined and effective claims experience.
Human and Organizational Safety: From Compliance to Care, Understanding the HOP Approach to Safety Management.
10:30 AM - 11:15 AM
Grand Ballroom BC
Scott Christenson, Safety Consultant, SMSC
This presentation explores how Human and Organizational Performance (HOP) principles shift safety management from a compliance-driven model to one rooted in empathy, learning, and trust. Attendees will gain insights into building resilient systems that prioritize people, context, and continuous improvement over blame.
Employee Onboarding: Keeping Workers Safe Through the First 90 Days of Employment
11:15 AM - 12:00 PM
Grand Ballroom BC
Nate Gump, Safety Consultant, SMSC
This presentation highlights the critical role of onboarding in workplace safety, focusing on strategies to protect new employees during their first 90 days. Attendees will learn how structured orientation, mentorship, and hazard awareness can significantly reduce early-stage incidents and build a strong safety culture from day one.
Networking Lunch
12:00 PM - 1:00 PM
Grand Ballroom A
Workers Compensation: Aggressive Management & Defense of Questionable Claims
1:00 PM - 2:00 PM
Grand Ballroom BC
Chris Puetz, Senior Training Specialist, CBCS
Claims handling is often thought of first this, then that. It couldn’t be more different. We will be breaking down how to actually handle claims to move them to a successful conclusion, from start to settlement. This session is the Real World of Claims Handling, and how to actually move those files that need to be closed.
Safety Incentive Programs: The Good, the Bad, & What is Against the Law
2:00 PM - 2:45 PM
Grand Ballroom BC
Nate Gump, Safety Consultant, SMSC
This presentation examines the pros and cons of safety incentive programs, highlighting how they can motivate safe behavior or unintentionally discourage injury reporting. It also clarifies what practices are legally compliant under OSHA regulations, helping organizations design programs that support both safety and transparency.
Member Discussion Panel/ Q&A: Effective Incident Investigation Strategies
3:00 PM - 4:00 PM
Grand Ballroom BC
Moderated by SMSC
Member Best Practice Presentations: Showcasing Best Practice Activities and Programs Developed by Captive Members.
4:00 PM - 4:50 PM
Grand Ballroom BC
Captive Members
Closing
4:50 PM
Grand Ballroom BC
Networking Reception
5:00 PM - 7:00 PM
Parlor Ballroom
Food stations and beverages will be provided.
WEDNESDAY, OCTOBER 22, 2025
Buffet Breakfast
7:00 AM - 8:00 AM
Grand Ballroom A
Captive Specific Sessions
8:00 AM - 11:30 AM
Acres - Meeting Room 310
CSIL - Grand Ballroom C
Security - Grand Ballroom B
Acres - Austin Smith, Safety Consultant, SMSC
CSIL - Nate Gump, Safety Consultant, SMSC
Security - TJ Greenwood, Manager, Risk Safety Services, SMSC & Scott Christenson, Safety Consultant, SMSC
Topic #1 - Captive Specific Updates
Acres will be conducting the first safety awards presentation, CSIL “Skip a Gap” process and supplementing additional safety services, Security will dive into the official scoring changes and updates which have been implemented in the last policy year.
Topic #2 - Risk Management Center
Each group will receive training, tips, and tricks for uploading their own content & training materials into the Succeed Risk Management Center Website.
Topic #3 - OSHA
Each group will discuss updates & changes to OSHA regulations. This session will be focused on Fall Protection & Fixed Ladders, Heat Stress, and Hazard Communication.
Topic #4 - Ergo Plus Update
In this session we will discuss how Ergo Plus fits into the captive service plan, as well as what to expect with this service. We will also discuss when this service will begin to incur additional fees or require additional visits outside of the typical captive service model.
Topic #5 - Webinar Series
In this discussion we will provide an overview and explanation of the webinar series for 2025. We will also be asking captive members for suggestions on relevant topics they would like to see presented in the 2026 webinar series.
Closing
11:30 AM
Acres - Meeting Room 310
CSIL - Grand Ballroom C
Security - Grand Ballroom B
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